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Luciano Pavarotti Cavaliere di Gran Croce OMRI (/ˌpævəˈrɒti/, also US: /ˌpɑːv-/, Italian: [luˈtʃaːno pavaˈrɔtti]; 12 October 1935 – 6 September 2007) was an Italian operatic tenor who during the late part of his career crossed over into popular music, eventually becoming one of the most acclaimed and loved tenors of all times. He made numerous recordings of complete operas and individual arias, gaining worldwide fame for the quality of his tone, and eventually established himself as one of the finest tenors of the 20th century, achieving the honorific title "King of the High Cs".[1][2]
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As one of the Three Tenors who performed their first concert during the 1990 FIFA World Cup before a global audience, Pavarotti became well known for his televised concerts and media appearances. From the beginning of his professional career as a tenor in 1961 in Italy to his final performance of "Nessun dorma" at the 2006 Winter Olympics in Turin,[3] Pavarotti was at his best in bel canto operas, pre-Aida Verdi roles, and Puccini works such as La bohème, Tosca, Turandot and Madama Butterfly. He sold over 100 million records,[4] and the first Three Tenors recording became the best-selling classical album of all time.[5] Pavarotti was also noted for his charity work on behalf of refugees and the Red Cross, amongst others. He died from pancreatic cancer on 6 September 2007.
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Luciano Pavarotti was born in 1935 on the outskirts of Modena in Northern Italy, the son of Fernando Pavarotti, a baker and amateur tenor, and Adele Venturi, a cigar factory worker.[6] Although he spoke fondly of his childhood, the family had little money; its four members were crowded into a two-room apartment. According to Pavarotti, his father had a fine tenor voice but rejected the possibility of a singing career because of nervousness. World War II forced the family out of the city in 1943. For the following year they rented a single room from a farmer in the neighbouring countryside, where the young Pavarotti developed an interest in farming.
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After abandoning the dream of becoming a football goalkeeper, Pavarotti spent seven years in vocal training. Pavarotti's earliest musical influences were his father's recordings, most of them featuring the popular tenors of the day—Beniamino Gigli, Giovanni Martinelli, Tito Schipa, and Enrico Caruso. Pavarotti's favourite tenor and idol was Giuseppe Di Stefano and he was also deeply influenced by Mario Lanza, saying: "In my teens I used to go to Mario Lanza movies and then come home and imitate him in the mirror". At around the age of nine he began singing with his father in a small local church choir.
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In addition to music, as a child Pavarotti enjoyed playing football. When he graduated from the Scuola Magistrale he was interested in pursuing a career as a professional football goalkeeper, but his mother convinced him to train as a teacher. He subsequently taught in an elementary school for two years but finally decided to pursue a music career. His father, recognizing the risk involved, only reluctantly gave his consent.
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Pavarotti began the serious study of music in 1954 at the age of 19 with Arrigo Pola, a respected teacher and professional tenor in Modena who offered to teach him without remuneration. According to conductor Richard Bonynge, Pavarotti never learned to read music.[7]
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In 1955, he experienced his first singing success when he was a member of the Corale Rossini, a male voice choir from Modena that also included his father, which won first prize at the International Eisteddfod in Llangollen, Wales. He later said that this was the most important experience of his life, and that it inspired him to become a professional singer.[8] At about this time Pavarotti first met Adua Veroni. They married in 1961.
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When his teacher Arrigo Pola moved to Japan, Pavarotti became a student of Ettore Campogalliani, who at that time was also teaching Pavarotti's childhood friend, Mirella Freni, whose mother worked with Luciano's mother in the cigar factory. Like Pavarotti, Freni went on to become a successful opera singer; they would go on to collaborate in various stage performances and recordings together.
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During his years of musical study, Pavarotti held part-time jobs in order to sustain himself—first as an elementary school teacher and then as an insurance salesman. The first six years of study resulted in only a few recitals, all in small towns and without pay. When a nodule developed on his vocal cords, causing a "disastrous" concert in Ferrara, he decided to give up singing. Pavarotti attributed his immediate improvement to the psychological release connected with this decision. Whatever the reason, the nodule not only disappeared but, as he related in his autobiography: "Everything I had learned came together with my natural voice to make the sound I had been struggling so hard to achieve".
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Pavarotti began his career as a tenor in smaller regional Italian opera houses, making his debut as Rodolfo in La bohème at the Teatro Municipale in Reggio Emilia in April 1961. His first known recording of "Che gelida manina" was recorded during this performance.[9]
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He made his first international appearance in La traviata in Belgrade, Yugoslavia. Very early in his career, on 23 February 1963, he debuted at the Vienna State Opera in the same role. In March and April 1963 Vienna saw Pavarotti again as Rodolfo and as Duca di Mantova in Rigoletto. The same year saw his first concert outside Italy when he sang in Dundalk, Ireland for the St Cecilia's Gramophone Society and his Royal Opera House debut, where he replaced an indisposed Giuseppe Di Stefano as Rodolfo.[10][11]
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While generally successful, Pavarotti's early roles did not immediately propel him into the stardom that he would later enjoy. An early coup involved his connection with Joan Sutherland (and her conductor husband, Richard Bonynge), who in 1963 was seeking a tenor taller than herself to take along on her 1965 tour to Australia.[12] With his commanding physical presence, Pavarotti proved ideal.[13]
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However, before the summer 1965 Australia tour Pavarotti sang with Joan Sutherland when he made his American début with the Greater Miami Opera in February 1965, singing in Donizetti's Lucia di Lammermoor on the stage of the Miami-Dade County Auditorium in Miami. The tenor scheduled to perform that night became ill with no understudy. As Sutherland had plans to travel with him on the Australia tour that summer, she recommended the young Pavarotti as he was acquainted with the role.
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Shortly after, on 28 April, Pavarotti made his La Scala debut in the revival of the famous Franco Zeffirelli production of La bohème, with his childhood friend Mirella Freni singing Mimi and Herbert von Karajan conducting. Karajan had requested the singer's engagement.
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During the Australia tour in summer 1965 Sutherland and Pavarotti sang some forty performances over two months, and Pavarotti later credited Sutherland for the breathing technique that would sustain him over his career.[14]
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After the extended Australian tour, he returned to La Scala, where he added Tebaldo from I Capuleti e i Montecchi to his repertoire on 26 March 1966, with Giacomo Aragall as Romeo. His first appearance as Tonio in Donizetti's La fille du régiment took place at the Royal Opera House, Covent Garden, on 2 June of that year. It was his performances of this role that would earn him the title of "King of the High Cs".
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He scored another major triumph in Rome on 20 November 1969 when he sang in I Lombardi opposite Renata Scotto. This was recorded on a private label and widely distributed, as were various recordings of his I Capuleti e i Montecchi, usually with Aragall. Early commercial recordings included a recital of Donizetti (the aria from Don Sebastiano were particularly highly regarded) and Verdi arias, as well as a complete L'elisir d'amore with Sutherland.
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His major breakthrough in the United States came on 17 February 1972, in a production of La fille du régiment at New York's Metropolitan Opera, in which he drove the crowd into a frenzy with his nine effortless high Cs in the signature aria. He achieved a record seventeen curtain calls.
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Pavarotti sang his international recital début at William Jewell College in Liberty, Missouri, on 1 February 1973, as part of the college's Fine Arts Program, now known as the Harriman–Jewell Series. Perspiring due to nerves and a lingering cold, the tenor clutched a handkerchief throughout the début. The prop became a signature part of his solo performances.
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He began to give frequent television performances, starting with his performances as Rodolfo (La bohème) in the first Live from the Met telecast in March 1977, which attracted one of the largest audiences ever for a televised opera. He won many Grammy awards and platinum and gold discs for his performances. In addition to the previously listed titles, his La favorite with Fiorenza Cossotto and his I puritani (1975) with Sutherland stand out.
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In 1976, Pavarotti debuted at the Salzburg Festival, appearing in a solo recital on 31 July, accompanied by pianist Leone Magiera. Pavarotti returned to the festival in 1978 with a recital and as the Italian singer in Der Rosenkavalier in 1983 with Idomeneo, and both in 1985 and 1988 with solo recitals.
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In 1979, he was profiled in a cover story in the weekly magazine Time.[15] That same year saw Pavarotti's return to the Vienna State Opera after an absence of fourteen years. With Herbert von Karajan conducting, Pavarotti sang Manrico in Il trovatore. In 1978, he appeared in a solo recital on Live from Lincoln Center.
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At the beginning of the 1980s, he set up The Pavarotti International Voice Competition for young singers, performing with the winners in 1982 in excerpts of La bohème and L'elisir d'amore. The second competition, in 1986, staged excerpts of La bohème and Un ballo in maschera. To celebrate the 25th anniversary of his career, he brought the winners of the competition to Italy for gala performances of La bohème in Modena and Genoa, and then to China where they staged performances of La bohème in Beijing (Peking). To conclude the visit, Pavarotti performed the inaugural concert in the Great Hall of the People before 10,000 people, receiving a standing ovation for nine effortless high Cs. The third competition in 1989 again staged performances of L'elisir d'amore and Un ballo in maschera. The winners of the fifth competition accompanied Pavarotti in performances in Philadelphia in 1997.
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In the mid-1980s, Pavarotti returned to two opera houses that had provided him with important breakthroughs, the Vienna State Opera and La Scala. Vienna saw Pavarotti as Rodolfo in La bohème with Carlos Kleiber conducting and again Mirella Freni was Mimi; as Nemorino in L'elisir d'amore; as Radames in Aida conducted by Lorin Maazel; as Rodolfo in Luisa Miller; and as Gustavo in Un ballo in maschera conducted by Claudio Abbado. In 1996, Pavarotti appeared for the last time at the Staatsoper in Andrea Chénier. Throughout the 1980s and 90s, promoters Tibor Rudas and Harvey Goldsmith booked Pavarotti into increasingly larger venues.
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In 1985, Pavarotti sang Radames at La Scala opposite Maria Chiara in a Luca Ronconi production conducted by Maazel, recorded on video. His performance of the aria "Celeste Aida" received a two-minute ovation on the opening night. He was reunited with Mirella Freni for the San Francisco Opera production of La bohème in 1988, also recorded on video. In 1992, La Scala saw Pavarotti in a new Zeffirelli production of Don Carlos, conducted by Riccardo Muti. Pavarotti's performance was heavily criticized by some observers and booed by parts of the audience.
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Pavarotti became even better known throughout the world in 1990 when his rendition of the aria "Nessun dorma" from Giacomo Puccini's Turandot was taken as the theme song of BBC's coverage of the 1990 FIFA World Cup in Italy. The aria achieved pop status, became the World Cup soundtrack, and it remained his trademark song.[16] This was followed by the first Three Tenors concert, held on the eve of the 1990 FIFA World Cup Final at the ancient Baths of Caracalla in Rome with fellow tenors Plácido Domingo and José Carreras and conductor Zubin Mehta. The performance for the World Cup closing concert captivated a global audience, and it became the biggest selling classical record of all time.[17] A highlight of the concert, in which Pavarotti hammed up a famous portion of di Capua's "O Sole Mio" and was mimicked by Domingo and Carreras to the delight of the audience, became one of the most memorable moments in contemporary operatic history. Throughout the 1990s, Pavarotti appeared in many well-attended outdoor concerts, including his televised concert in London's Hyde Park, which drew a record attendance of 150,000. In June 1993, more than 500,000 listeners gathered for his free performance on the Great Lawn of New York's Central Park, while millions more around the world watched on television. The following September, in the shadow of the Eiffel Tower in Paris, he sang for an estimated crowd of 300,000. Following on from the original 1990 concert, the Three Tenors concerts were held during the three subsequent FIFA World Cup Finals, in 1994 in Los Angeles, 1998 in Paris, and 2002 in Yokohama.[18]
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In September 1995, Pavarotti performed Schubert's Ave Maria along with Dolores O'Riordan; Diana, Princess of Wales, who attended the live performance, told O'Riordan that the song brought her to tears.[19] In 1995, Pavarotti's friends, the singer Lara Saint Paul (as Lara Cariaggi) and her husband showman Pier Quinto Cariaggi, who had produced and organised Pavarotti's 1990 FIFA World Cup Celebration Concert at the PalaTrussardi in Milan,[20] produced and wrote the television documentary The Best is Yet to Come, an extensive biography about the life of Pavarotti.[21] Lara Saint Paul was the interviewer for the documentary with Pavarotti, who spoke candidly about his life and career.[21]
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Pavarotti's rise to stardom was not without occasional difficulties, however. He earned a reputation as "The King of Cancellations" by frequently backing out of performances, and his unreliable nature led to poor relationships with some opera houses. This was brought into focus in 1989 when Ardis Krainik of the Lyric Opera of Chicago severed the house's 15-year relationship with the tenor.[22] Over an eight-year period, Pavarotti had cancelled 26 out of 41 scheduled appearances at the Lyric, and the decisive move by Krainik to ban him for life was well noted throughout the opera world, after the performer walked away from a season premiere less than two weeks before rehearsals began, saying pain from a sciatic nerve required two months of treatment.
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On 12 December 1998, he became the first (and, to date, only) opera singer to perform on Saturday Night Live, singing alongside Vanessa L. Williams. He also sang with U2 in the band's 1995 song "Miss Sarajevo" and with Mercedes Sosa in a big concert at the Boca Juniors arena La Bombonera in Buenos Aires, Argentina, in 1999.
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In 1998, Pavarotti was presented with the Grammy Legend Award.
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In 2004, one of Pavarotti's former managers, Herbert Breslin, published a book, The King & I.[22] Seen by critics as bitter and sensationalistic, it is critical of the singer's acting (in opera), his inability to read music well and learn parts, and his personal conduct, although acknowledging their success together. In an interview in 2005 with Jeremy Paxman on the BBC, Pavarotti rejected the allegation that he could not read music, although he acknowledged he did not read orchestral scores.
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He received an enormous number of awards and honours, including Kennedy Center Honors in 2001. He also holds two Guinness World Records: one for receiving the most curtain calls (165)[23] and another for the best-selling classical album (Carreras Domingo Pavarotti in Concert by the Three Tenors; the latter record is thus shared by fellow tenors Plácido Domingo and José Carreras).
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In late 2003, he released his final compilation—and his first and only "crossover" album, Ti Adoro. Most of the 13 songs were written and produced by Michele Centonze, who had already helped produce the "Pavarotti & Friends" concerts between 1998 and 2000.[24] The tenor described the album as a wedding gift to Nicoletta Mantovani. That same year he was made a Commander of Monaco's Order of Cultural Merit.[25]
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Pavarotti began his farewell tour in 2004, at the age of 69, performing one last time in old and new locations, after more than four decades on the stage. On 13 March 2004, Pavarotti gave his last performance in an opera at the New York Metropolitan Opera, for which he received a long standing ovation for his role as the painter Mario Cavaradossi in Giacomo Puccini's Tosca. On 1 December 2004, he announced a 40-city farewell tour. Pavarotti and his manager, Terri Robson, commissioned impresario Harvey Goldsmith to produce the Worldwide Farewell Tour. His last full-scale performance was at the end of a two-month Australasian tour in Taiwan in December 2005.
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In March 2005, Pavarotti underwent neck surgery to repair two vertebrae. In early 2006, he underwent further back surgery and contracted an infection while in the hospital in New York, forcing cancellation of concerts in the U.S., Canada, and the U.K.[26]
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On 10 February 2006, Pavarotti sang "Nessun dorma" at the 2006 Winter Olympics opening ceremony in Turin, Italy, at his final performance. In the last act of the opening ceremony, his performance received the longest and loudest ovation of the night from the international crowd. Leone Magiera, who directed the performance, revealed in his 2008 memoirs, Pavarotti Visto da Vicino, that the performance had been recorded weeks earlier.[27] "The orchestra pretended to play for the audience, I pretended to conduct and Luciano pretended to sing. The effect was wonderful," he wrote. Pavarotti's manager, Terri Robson, said that the tenor had turned the Winter Olympic Committee's invitation down several times because it would have been impossible to sing late at night in the subzero conditions of Turin in February. The committee eventually persuaded him to take part by prerecording the song.
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He posthumously received the Italy-USA Foundation's America Award in 2013 and the Brit Award for Outstanding Contribution to Music in 2014.
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Pavarotti's one venture into film was Yes, Giorgio (1982), a romantic comedy movie directed by Franklin J. Schaffner, in which he starred as the main character Giorgio Fini. The film was a critical and commercial failure, although it received an Academy Award nomination for Best Music, Original Song.
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He can be seen to better advantage in Jean-Pierre Ponnelle's adaptation of Rigoletto for television, released that same year, or in his more than 20 live opera performances taped for television between 1978 and 1994, most of them with the Metropolitan Opera, and most available on DVD.
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He received two Primetime Emmy Awards for his PBS variety specials Pavarotti in Philadelphia: La Boheme and Duke of Mantua, Rigoletto Great Performances.[28]
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Pavarotti, a 2019 documentary film about him, was directed by Ron Howard and produced with the cooperation of Pavarotti's estate using family archives, interviews and live music footage.[29]
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Pavarotti annually hosted the Pavarotti & Friends charity concerts in his home town of Modena Italy, joining with singers from all parts of the music industry, including B.B. King, Andrea Bocelli, Zucchero, Jon Bon Jovi, Bryan Adams, Bono, James Brown, Mariah Carey, Eric Clapton, Dolores O'Riordan, Sheryl Crow, Céline Dion, Anastacia, Elton John, Deep Purple, Meat Loaf, Queen, George Michael, Tracy Chapman, the Spice Girls, Sting and Barry White to raise money for several UN causes. Concerts were held for War Child, and victims of war and civil unrest in Bosnia, Guatemala, Kosovo and Iraq. After the war in Bosnia, he financed and established the Pavarotti Music Centre in the southern city of Mostar to offer Bosnia's artists the opportunity to develop their skills. For these contributions, the city of Sarajevo named him an honorary citizen in 2006.[30]
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He performed at benefit concerts to raise money for victims of tragedies such as the Spitak earthquake that killed 25,000 people in northern Armenia in December 1988,[31] and sang Gounod's Ave Maria with legendary French pop music star and ethnic Armenian Charles Aznavour.
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He was a close friend of Diana, Princess of Wales. They raised money for the elimination of land mines worldwide.[32]
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In 1998, he was appointed the United Nations Messenger of Peace, using his fame to raise awareness of UN issues, including the Millennium Development Goals, HIV/AIDS, child rights, urban slums and poverty.[33]
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In 1999, Pavarotti performed a charity benefit concert in Beirut, to mark Lebanon's re-emergence on the world stage after a brutal 15 year civil war. The largest concert held in Beirut since the end of the war, it was attended by 20,000 people who travelled from countries as distant as Saudi Arabia and Bulgaria.[34] In 1999 he also hosted a charity benefit concert to build a school in Guatemala, for Guatemalan civil war orphans. It was named after him Centro Educativo Pavarotti. Now the foundation of nobel prize winner Rigoberta Menchú Tum is running the school.
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In 2001, Pavarotti received the Nansen Medal from the UN High Commission for Refugees for his efforts raising money on behalf of refugees worldwide. Through benefit concerts and volunteer work, he has raised more than any other individual.[35]
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Also in 2001, Pavarotti was chosen one of that year's five recipients by the President and First Lady as an honoree for their lifetime achievements in the arts at the White House, followed by the Kennedy Center; the Kennedy Center Honors, He was surprised by the appearance of Secretary-General of the United Nations and that year's winner of the Nobel Peace Prize, Kofi Annan, who lauded him for his contribution to humankind. Six months prior, Pavarotti had held a large charity concert for Afghan refugees, particularly children in his home town of Modena, Italy.[36][37]
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Other honours he received include the "Freedom of London Award" and The Red Cross "Award for Services to Humanity", for his work in raising money for that organisation, and the 1998 "MusiCares Person of the Year", given to humanitarian heroes by the National Academy of Recording Arts and Sciences.[38]
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He was a National Patron of Delta Omicron, an international professional music fraternity.[39]
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While proceeding with an international "farewell tour", Pavarotti was diagnosed with pancreatic cancer in July 2006. The tenor fought back against the implications of this diagnosis, undergoing major abdominal surgery and making plans for the resumption and conclusion of his singing commitments,[40] but he died at his home in Modena on 6 September 2007. Within hours of his death, his manager, Terri Robson, noted in an e-mail statement, "The Maestro fought a long, tough battle against the pancreatic cancer which eventually took his life. In fitting with the approach that characterized his life and work, he remained positive until finally succumbing to the last stages of his illness".[41][42][43]
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Pavarotti's funeral was held at Modena Cathedral. The then Prime Minister Romano Prodi and Kofi Annan attended.[44] The Frecce Tricolori, the aerobatic demonstration team of the Italian Air Force, flew overhead, leaving green-white-red smoke trails. After a funeral procession through the centre of Modena, Pavarotti's coffin was taken the final ten kilometres to Montale Rangone, a village part of Castelnuovo Rangone, and was interred in the Pavarotti family crypt. The funeral, in its entirety, was also telecast live on CNN. The Vienna State Opera and the Salzburg Festival Hall flew black flags in mourning.[45] Tributes were published by many opera houses, such as London's Royal Opera House.[46]
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Pavarotti married twice. He was married to his first wife Adua Veroni from 1961 to 2000 and they had three daughters: Lorenza, Cristina, and Giuliana. On 13 December 2003, he married his former personal assistant, Nicoletta Mantovani (born 1969), with whom he already had another daughter, Alice. Alice's twin brother, Riccardo, was stillborn after complications in January 2003. At the time of his death in September 2007, he was survived by his wife, his four daughters, and one granddaughter.[citation needed]
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Pavarotti long claimed Monte Carlo in the tax haven of Monaco as his official residence, but an Italian court in 1999 rejected that claim by ruling that his Monaco address could not accommodate his entire family.[47] In 2000 Pavarotti agreed to pay the Italian government more than $7.6 million in back taxes and penalties as a result of tax evasion charges that dated from 1989 to 1995. Pavarotti was subsequently acquitted by an Italian court of filing false tax returns in 2001.[48]
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His first will was opened the day after his death; a second will, within the same month of September.[49] He left an estate outside his native Modena (now a museum), a villa in Pesaro, his flat in Monte Carlo, and three flats in New York City.[50]
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Pavarotti's widow's lawyers, Giorgio Bernini and Anna Maria Bernini, and manager Terri Robson announced on 30 June 2008 that his family amicably settled his estate—300 million euros ($474.2 million, including $15 million in U.S. assets). Pavarotti drafted two wills before his death: one divided his assets by Italian law, giving half to his second wife, Nicoletta Mantovani, and half to his four daughters; the second gave his U.S. holdings to Mantovani. The judge confirmed the compromise by the end of July 2008. However, a Pesaro public prosecutor, Massimo di Patria, investigated allegations that Pavarotti was not of sound mind when he signed the will.[51][52] Pavarotti's estate has been settled "fairly", a lawyer for Mantovani said in statements after reports of a dispute between her and his three daughters from his first marriage.[53]
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In addition to his very large discography[54] of opera performances[55] Pavarotti also made many classical crossover and pop recordings, the Pavarotti & Friends series of concerts and, for Decca, a series of studio recital albums: first six albums of opera arias and then, from 1979, six albums of Italian song.
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The Grammy Awards are awarded annually by the National Academy of Recording Arts and Sciences.
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Lucifer (/ˈluːsɪfər/ "light-bringer", corresponding to the Greek names Φωσφόρος, "light-bringer", and Ἑωσφόρος, "dawn-bringer", for the same planet) is a Latin name for the planet Venus in its morning appearances and is often used for mythological and religious figures associated with the planet. Due to the unique movements and discontinuous appearances of Venus in the sky, mythology surrounding these figures often involved a fall from the heavens to earth or the underworld. Interpretations of a similar term in the Hebrew Bible, translated in the King James Version as "Lucifer" as a proper name, led to a Christian tradition of applying the name Lucifer, and its associated stories of a fall from heaven, to Satan, but modern scholarship generally translates the term in the relevant Bible passage, (Isaiah 14:12), as "morning star" or "shining one" rather than as a proper name, "Lucifer".[1]
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As a name for the Devil, the more common meaning in English, "Lucifer" is the rendering of the Hebrew word הֵילֵל (transliteration: hêylêl; pronunciation: hay-lale)[2] in Isaiah (Isaiah 14:12) given in the King James Version of the Bible. The translators of this version took the word from the Latin Vulgate,[3] which translated הֵילֵל by the Latin word lucifer (uncapitalized),[4][5] meaning "the morning star, the planet Venus", or, as an adjective, "light-bringing".[6]
|
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As a name for the planet in its morning aspect, "Lucifer" (Light-Bringer) is a proper name and is capitalized in English. In Greco-Roman civilization, it was often personified and considered a god[7] and in some versions considered a son of Aurora (the Dawn).[8] A similar name used by the Roman poet Catullus for the planet in its evening aspect is "Noctifer" (Night-Bringer).[9]
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The motif of a heavenly being striving for the highest seat of heaven only to be cast down to the underworld has its origins in the motions of the planet Venus, known as the morning star.
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|
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The Sumerian goddess Inanna (Babylonian Ishtar) is associated with the planet Venus, and Inanna's actions in several of her myths, including Inanna and Shukaletuda and Inanna's Descent into the Underworld appear to parallel the motion of Venus as it progresses through its synodic cycle.[10][11][12][13][14]
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|
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A similar theme is present in the Babylonian myth of Etana. The Jewish Encyclopedia comments:
|
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|
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+
The brilliancy of the morning star, which eclipses all other stars, but is not seen during the night, may easily have given rise to a myth such as was told of Ethana and Zu: he was led by his pride to strive for the highest seat among the star-gods on the northern mountain of the gods ... but was hurled down by the supreme ruler of the Babylonian Olympus."[15]
|
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|
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The fall from heaven motif also has a parallel in Canaanite mythology. In ancient Canaanite religion, the morning star is personified as the god Attar, who attempted to occupy the throne of Ba'al and, finding he was unable to do so, descended and ruled the underworld.[16][17] The original myth may have been about a lesser god Helel trying to dethrone the Canaanite high god El who lived on a mountain to the north.[18][10] Hermann Gunkel's reconstruction of the myth told of a mighty warrior called Hêlal, whose ambition was to ascend higher than all the other stellar divinities, but who had to descend to the depths; it thus portrayed as a battle the process by which the bright morning star fails to reach the highest point in the sky before being faded out by the rising sun.[19] However, the Eerdmans Commentary on the Bible argues that no evidence has been found of any Canaanite myth or imagery of a god being forcibly thrown from heaven, as in the Book of Isaiah (see below). It argues that the closest parallels with Isaiah's description of the king of Babylon as a fallen morning star cast down from heaven are to be found not in Canaanite myths but in traditional ideas of the Jewish people, echoed in the Biblical account of the fall of Adam and Eve, cast out of God's presence for wishing to be as God, and the picture in Psalm 82 of the "gods" and "sons of the Most High" destined to die and fall.[20] This Jewish tradition has echoes also in Jewish pseudepigrapha such as 2 Enoch and the Life of Adam and Eve.[20][15][21] The Life of Adam and Eve, in turn, shaped the idea of Iblis in the Quran.[22]
|
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|
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+
The Greek myth of Phaethon, a personification of the planet Jupiter,[23] follows a similar pattern.[19]
|
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+
|
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In classical mythology, Lucifer ("light-bringer" in Latin) was the name of the planet Venus, though it was often personified as a male figure bearing a torch. The Greek name for this planet was variously Phosphoros (also meaning "light-bringer") or Heosphoros (meaning "dawn-bringer").[24] Lucifer was said to be "the fabled son of Aurora[25] and Cephalus, and father of Ceyx". He was often presented in poetry as heralding the dawn.[24]
|
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|
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The Latin word corresponding to Greek "Phosphoros" is "Lucifer". It is used in its astronomical sense both in prose[26] and poetry.[27] Poets sometimes personify the star, placing it in a mythological context.[28]
|
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Lucifer's mother Aurora is cognate to the Vedic goddess Ushas, Lithuanian goddess Aušrinė, and Greek Eos, all three of whom are also goddesses of the dawn. All four are considered derivatives of the Proto-Indo-European stem *h₂ewsṓs[29] (later *Ausṓs), "dawn", a stem that also gave rise to Proto-Germanic *Austrō, Old Germanic *Ōstara and Old English Ēostre / Ēastre. This agreement leads to the reconstruction of a Proto-Indo-European dawn goddess.[30]
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The second-century Roman mythographer Pseudo-Hyginus said of the planet:[31]
|
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Ovid, in his first-century epic Metamorphoses, describes Lucifer as ordering the heavens:[32]
|
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The Latin poet Ovid, speaking of Phosphorus and Hesperus (the Evening Star, the evening appearance of the planet Venus) as identical, makes him the father of Daedalion.[33] Ovid also makes him the father of Ceyx,[34][35] while the Latin grammarian Servius makes him the father of the Hesperides or of Hesperis.[36]
|
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In the classical Roman period, Lucifer was not typically regarded as a deity and had few, if any, myths,[24] though the planet was associated with various deities and often poetically personified. Cicero pointed out that "You say that Sol the Sun and Luna the Moon are deities, and the Greeks identify the former with Apollo and the latter with Diana. But if Luna (the Moon) is a goddess, then Lucifer (the Morning-Star) also and the rest of the Wandering Stars (Stellae Errantes) will have to be counted gods; and if so, then the Fixed Stars (Stellae Inerrantes) as well."[37]
|
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In the Book of Isaiah, chapter 14, the king of Babylon is condemned in a prophetic vision by the prophet Isaiah and is called הֵילֵל בֶּן-שָׁחַר (Helel ben Shachar, Hebrew for "shining one, son of the morning").[20] who is addressed as הילל בן שחר (Hêlêl ben Šāḥar),[38][39][40][41][42] The title "Helel ben Shahar" refers to the planet Venus as the morning star, and that is how the Hebrew word is usually interpreted.[1][43] The Hebrew word transliterated as Hêlêl[44] or Heylel (pron. as Hay-LALE),[45] occurs only once in the Hebrew Bible.[44] The Septuagint renders הֵילֵל in Greek as Ἑωσφόρος [46][47][48][49][50] (heōsphoros),[51][52][53] "bringer of dawn", the Ancient Greek name for the morning star.[54] Similarly the Vulgate renders הֵילֵל in Latin as Lucifer, the name in that language for the morning star. According to the King James Bible-based Strong's Concordance, the original Hebrew word means "shining one, light-bearer", and the English translation given in the King James text is the Latin name for the planet Venus, "Lucifer",[45] as it was already in the Wycliffe Bible.
|
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+
However, the translation of הֵילֵל as "Lucifer" has been abandoned in modern English translations of Isaiah 14:12. Present-day translations render הֵילֵל as "morning star" (New International Version, New Century Version, New American Standard Bible, Good News Translation, Holman Christian Standard Bible, Contemporary English Version, Common English Bible, Complete Jewish Bible), "daystar" (New Jerusalem Bible, The Message), "Day Star" (New Revised Standard Version, English Standard Version), "shining one" (New Life Version, New World Translation, JPS Tanakh), or "shining star" (New Living Translation).
|
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|
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In a modern translation from the original Hebrew, the passage in which the phrase "Lucifer" or "morning star" occurs begins with the statement: "On the day the Lord gives you relief from your suffering and turmoil and from the harsh labour forced on you, you will take up this taunt against the king of Babylon: How the oppressor has come to an end! How his fury has ended!"[55] After describing the death of the king, the taunt continues:
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+
How you have fallen from heaven, morning star, son of the dawn! You have been cast down to the earth, you who once laid low the nations! You said in your heart, 'I will ascend to the heavens; I will raise my throne above the stars of God; I will sit enthroned on the mount of assembly, on the utmost heights of Mount Zaphon. I will ascend above the tops of the clouds; I will make myself like the Most High.' But you are brought down to the realm of the dead, to the depths of the pit. Those who see you stare at you, they ponder your fate: 'Is this the man who shook the earth and made kingdoms tremble, the man who made the world a wilderness, who overthrew its cities and would not let his captives go home?'[56]
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J. Carl Laney has pointed out that in the final verses here quoted, the king of Babylon is described not as a god or an angel but as a man, and that man may have been not Nebuchadnezzar II, but rather his son, Belshazzar. Nebuchadnezzar was gripped by a spiritual fervor to build a temple to the moon god Sin, and his son ruled as regent. The Abrahamic scriptural texts could be interpreted as a weak usurping of true kingly power, and a taunt at the failed regency of Belshazzar.[57][58]
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For the unnamed[59] "king of Babylon" a wide range of identifications have been proposed.[60] They include a Babylonian ruler of the prophet Isaiah's own time[60] the later Nebuchadnezzar II, under whom the Babylonian captivity of the Jews began,[61] or Nabonidus,[60][62] and the Assyrian kings Tiglath-Pileser, Sargon II and Sennacherib.[57][60][63] Verse 20 says that this king of Babylon will not be "joined with them [all the kings of the nations] in burial, because thou hast destroyed thy land, thou hast slain thy people; the seed of evil-doers shall not be named for ever", but rather be cast out of the grave, while "All the kings of the nations, all of them, sleep in glory, every one in his own house".[1][64] Herbert Wolf held that the "king of Babylon" was not a specific ruler but a generic representation of the whole line of rulers.[65]
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Isaiah 14:12 became a source for the popular conception of the fallen angel motif[66] seen later in 1 Enoch 86–90 and 2 Enoch 29:3–4. Rabbinical Judaism has rejected any belief in rebel or fallen angels.[67] In the 11th century, the Pirkei De-Rabbi Eliezer illustrates the origin of the "fallen angel myth" by giving two accounts, one relates to the angel in the Garden of Eden who seduces Eve, and the other relates to the angels, the benei elohim who cohabit with the daughters of man (Genesis 6:1–4).[68] An association of Isaiah 14:12–18 with a personification of evil, called the devil developed outside of mainstream Rabbinic Judaism in pseudepigrapha and Christian writings,[69] particularly with the apocalypses.[70]
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Some Christian writers have applied the name "Lucifer" as used in the Book of Isaiah, and the motif of a heavenly being cast down to the earth, to Satan. Sigve K Tonstad argues that the New Testament War in Heaven theme of Revelation 12 (Revelation 12:7–9), in which the dragon "who is called the devil and Satan … was thrown down to the earth", was derived from the passage about the Babylonian king in Isaiah 14.[71] Origen (184/185 – 253/254) interpreted such Old Testament passages as being about manifestations of the devil; but writing in Greek, not Latin, he did not identify the devil with the name "Lucifer".[72][73][74][75] Origen was not the first to interpret the Isaiah 14 passage as referring to the devil: he was preceded by at least Tertullian (c. 160 – c. 225), who in his Adversus Marcionem (book 5, chapters 11 and 27) twice presents as spoken by the devil the words of Isaiah 14:14: "I will ascend above the tops of the clouds; I will make myself like the Most High".[76][77] Though Tertullian was a speaker of the language in which the word "lucifer" was created, "Lucifer" is not among the numerous names and phrases he used to describe the devil.[78] Even at the time of the Latin writer Augustine of Hippo (354–430), a contemporary of the composition of the Vulgate, "Lucifer" had not yet become a common name for the devil.[72]
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Some time later, the metaphor of the morning star that Isaiah 14:12 applied to a king of Babylon gave rise to the general use of the Latin word for "morning star", capitalized, as the original name of the devil before his fall from grace, linking Isaiah 14:12 with Luke 10 (Luke 10:18) ("I saw Satan fall like lightning from heaven") and interpreting the passage in Isaiah as an allegory of Satan's fall from heaven.[79][80]
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As a result, "Lucifer has become a byword for Satan or the devil in the church and in popular literature",[3] as in Dante Alighieri's Inferno, Joost van den Vondel's Lucifer, and John Milton's Paradise Lost.[53] However, unlike the English word, the Latin word was not used exclusively in this way and was applied to others also, including Jesus: the Latin (Vulgate) text of Revelation 22:16 (where English translations refer to Jesus as "the bright morning star") has stella matutina, not lucifer, but the term lucifer is applied to Jesus in the Easter Exultet and in a hymn by Hilary of Poitiers that contains the phrase: "Tu verus mundi lucifer" (You are the true light bringer of the world).[81]
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Adherents of the King James Only movement and others who hold that Isaiah 14:12 does indeed refer to the devil have decried the modern translations.[82][83][84][85][86][87] An opposing view attributes to Origen the first identification of the "Lucifer" of Isaiah 14:12 with the devil and to Tertullian and Augustine of Hippo the spread of the story of Lucifer as fallen through pride, envy of God and jealousy of humans.[88]
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However, the understanding of the morning star in Isaiah 14:12 as a metaphor referring to a king of Babylon continued also to exist among Christians. Theodoret of Cyrus (c. 393 – c. 457) wrote that Isaiah calls the king "morning star", not as being the star, but as having had the illusion of being it.[89] The same understanding is shown in Christian translations of the passage, which in English generally use "morning star" rather than treating the word as a proper name, "Lucifer". So too in other languages, such as French,[90] German,[91] Portuguese,[92] and Spanish.[93] Even the Vulgate text in Latin is printed with lower-case lucifer (morning star), not upper-case Lucifer (proper name).[94]
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John Calvin said: "The exposition of this passage, which some have given, as if it referred to Satan, has arisen from ignorance: for the context plainly shows these statements must be understood in reference to the king of the Babylonians."[95] Martin Luther also considered it a gross error to refer this verse to the devil.[96]
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In the Bogomil and Cathar text Gospel of the secret supper, Lucifer is a glorified angel and the older brother of Jesus, but fell from heaven to establish his own kingdom and became the Demiurge. Therefore, he created the material world and trapped souls from heaven inside matter. Jesus descended to earth to free the captured souls.[97][98] In contrast to mainstream Christianity, the cross was denounced as a symbol of Lucifer and his instrument in an attempt to kill Jesus.[99]
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Lucifer is regarded within The Church of Jesus Christ of Latter-day Saints as the pre-mortal name of the devil. Mormon theology teaches that in a heavenly council, Lucifer rebelled against the plan of God the Father and was subsequently cast out.[100] The Church's scripture reads:
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"And this we saw also, and bear record, that an angel of God who was in authority in the presence of God, who rebelled against the Only Begotten Son whom the Father loved and who was in the bosom of the Father, was thrust down from the presence of God and the Son, and was called Perdition, for the heavens wept over him—he was Lucifer, a son of the morning. And we beheld, and lo, he is fallen! is fallen, even a son of the morning! And while we were yet in the Spirit, the Lord commanded us that we should write the vision; for we beheld Satan, that old serpent, even the devil, who rebelled against God, and sought to take the kingdom of our God and his Christ—Wherefore, he maketh war with the saints of God, and encompasseth them round about."[101]
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After becoming Satan by his fall, Lucifer "goeth up and down, to and fro in the earth, seeking to destroy the souls of men".[102] Members of the Church of Jesus Christ of Latter-Day Saints consider Isaiah 14:12 to be referring to both the king of the Babylonians and the devil.[103][104]
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Other instances of lucifer in the Old Testament pseudepigrapha are related to the "star" Venus, in the Sibylline Oracles battle of the constellations (line 517) "Lucifer fought mounted on the back of Leo",[105] or the entirely rewritten Christian version of the Greek Apocalypse of Ezra 4:32 which has a reference to Lucifer as Antichrist.[106]
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Isaiah 14:12 is not the only place where the Vulgate uses the word lucifer. It uses the same word four more times, in contexts where it clearly has no reference to a fallen angel: 2 Peter 1:19 (meaning "morning star"), Job 11:17 ("the light of the morning"), Job 38:32 ("the signs of the zodiac") and Psalms 110:3 ("the dawn").[107] Lucifer is not the only expression that the Vulgate uses to speak of the morning star: three times it uses stella matutina: Sirach 50:6 (referring to the actual morning star), and Revelation 2:28 (of uncertain reference) and 22:16 (referring to Jesus).
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Indications that in Christian tradition the Latin word lucifer, unlike the English word, did not necessarily call a fallen angel to mind exist also outside the text of the Vulgate. Two bishops bore that name: Saint Lucifer of Cagliari, and Lucifer of Siena.
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In Latin, the word is applied to John the Baptist and is used as a title of Jesus himself in several early Christian hymns. The morning hymn Lucis largitor splendide of Hilary contains the line: "Tu verus mundi lucifer" (you are the true light bringer of the world).[108] Some interpreted the mention of the morning star (lucifer) in Ambrose's hymn Aeterne rerum conditor as referring allegorically to Jesus and the mention of the cock, the herald of the day (praeco) in the same hymn as referring to John the Baptist.[109] Likewise, in the medieval hymn Christe qui lux es et dies, some manuscripts have the line "Lucifer lucem proferens".[110]
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The Latin word lucifer is also used of Jesus in the Easter Proclamation prayer to God regarding the paschal candle: Flammas eius lucifer matutinus inveniat: ille, inquam, lucifer, qui nescit occasum. Christus Filius tuus, qui, regressus ab inferis, humano generi serenus illuxit, et vivit et regnat in saecula saeculorum ("May this flame be found still burning by the Morning Star: the one Morning Star who never sets, Christ your Son, who, coming back from death's domain, has shed his peaceful light on humanity, and lives and reigns for ever and ever"). In the works of Latin grammarians, Lucifer, like Daniel, was discussed as an example of a personal name.[111]
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Rudolf Steiner's writings, which formed the basis for Anthroposophy, characterised Lucifer as a spiritual opposite to Ahriman, with Christ between the two forces, mediating a balanced path for humanity. Lucifer represents an intellectual, imaginative, delusional, otherworldly force which might be associated with visions, subjectivity, psychosis and fantasy. He associated Lucifer with the religious/philosophical cultures of Egypt, Rome and Greece. Steiner believed that Lucifer, as a supersensible Being, had incarnated in China about 3000 years before the birth of Christ.
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Luciferianism is a belief structure that venerates the fundamental traits that are attributed to Lucifer. The custom, inspired by the teachings of Gnosticism, usually reveres Lucifer not as the devil, but as a savior, a guardian or instructing spirit[112] or even the true god as opposed to Jehovah.[113]
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In Anton LaVey's The Satanic Bible, Lucifer is one of the four crown princes of hell, particularly that of the East, the 'lord of the air', and is called the bringer of light, the morning star, intellectualism, and enlightenment.[114] The title 'lord of the air' is based upon Ephesians 2:2, which uses the phrase 'prince of the power of the air' to refer to the pagan god Zeus, but that phrase later became conflated with Satan.
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Author Michael W. Ford has written on Lucifer as a "mask" of the adversary, a motivator and illuminating force of the mind and subconscious.[115]
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Léo Taxil (1854–1907) claimed that Freemasonry is associated with worshipping Lucifer. In what is known as the Taxil hoax, he alleged that leading Freemason Albert Pike had addressed "The 23 Supreme Confederated Councils of the world" (an invention of Taxil), instructing them that Lucifer was God, and was in opposition to the evil god Adonai. Taxil promoted a book by Diana Vaughan (actually written by himself, as he later confessed publicly)[116] that purported to reveal a highly secret ruling body called the Palladium, which controlled the organization and had a satanic agenda. As described by Freemasonry Disclosed in 1897:
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With frightening cynicism, the miserable person we shall not name here [Taxil] declared before an assembly especially convened for him that for twelve years he had prepared and carried out to the end the most sacrilegious of hoaxes. We have always been careful to publish special articles concerning Palladism and Diana Vaughan. We are now giving in this issue a complete list of these articles, which can now be considered as not having existed.[117]
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Supporters of Freemasonry assert that, when Albert Pike and other Masonic scholars spoke about the "Luciferian path," or the "energies of Lucifer," they were referring to the Morning Star, the light bearer, the search for light; the very antithesis of dark. Pike says in Morals and Dogma, "Lucifer, the Son of the Morning! Is it he who bears the Light, and with its splendors intolerable blinds feeble, sensual, or selfish Souls? Doubt it not!"[118] Much has been made of this quote.[119]
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Taxil's work and Pike's address continue to be quoted by anti-masonic groups.[120]
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In Devil-Worship in France, Arthur Edward Waite compared Taxil's work to today's tabloid journalism, replete with logical and factual inconsistencies.
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In a collection of folklore and magical practices supposedly collected in Italy by Charles Godfrey Leland and published in his Aradia, or the Gospel of the Witches, the figure of Lucifer is featured prominently as both the brother and consort of the goddess Diana, and father of Aradia, at the center of an alleged Italian witch-cult.[121] In Leland's mythology, Diana pursued her brother Lucifer across the sky as a cat pursues a mouse. According to Leland, after dividing herself into light and darkness:
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Here, the motions of Diana and Lucifer once again mirror the celestial motions of the moon and Venus, respectively.[123] Though Leland's Lucifer is based on the classical personification of the planet Venus, he also incorporates elements from Christian tradition, as in the following passage:
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In the several modern Wiccan traditions based in part on Leland's work, the figure of Lucifer is usually either omitted or replaced as Diana's consort with either the Etruscan god Tagni, or Dianus (Janus, following the work of folklorist James Frazer in The Golden Bough).[121]
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Lucifer, by Alessandro Vellutello (1534), for Dante's Inferno, canto 34
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Lucifer, by William Blake, for Dante's Inferno, canto 34
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Satan/Lucifer arousing rebel angels in Milton's Paradise Lost, by William Blake
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Cover of 1887 edition of Mario Rapisardi's poem Lucifero
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Lucifer before the Lord, by Mihály Zichy (19th century)
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Mayor Hall and Lucifer, by an unknown artist (1870)
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Gustave Doré's illustration for Milton's Paradise Lost, III, 739–742: Satan on his way to bring about the fall of man
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Gustave Doré's illustration for Milton's Paradise Lost, V, 1006–1015: Satan yielding before Gabriel
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Ludwig van Beethoven (/ˈlʊdvɪɡ væn ˈbeɪtoʊvən/ (listen); German: [ˈluːtvɪç fan ˈbeːtʰoːfn̩] (listen); baptised 17 December 1770 – 26 March 1827) was a German composer and pianist; his music is amongst the most performed of the classical music repertoire, and he is one of the most admired composers in the history of Western music. His works span the transition from the classical period to the romantic era in classical music. His career has conventionally been divided into early, middle, and late periods. The "early" period in which he forged his craft is typically seen to last until 1802. His "middle" period, sometimes characterised as "heroic", showing an individual development from the "classical" styles of Joseph Haydn and Wolfgang Amadeus Mozart, covers the years 1802 to 1812, during which he increasingly suffered from deafness. In the "late" period from 1812 to his death in 1827, he extended his innovations in musical form and expression.
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Beethoven was born in Bonn. His musical talent was obvious at an early age, and he was initially harshly and intensively taught by his father Johann van Beethoven. He was later taught by the composer and conductor Christian Gottlob Neefe, under whose tuition he published his first work, a set of keyboard variations, in 1783. He found relief from a dysfunctional home life with the family of Helene von Breuning, whose children he loved, befriended, and taught piano. At age 21, he moved to Vienna, which subsequently became his base, and studied composition with Haydn. Beethoven then gained a reputation as a virtuoso pianist, and he was soon courted by Karl Alois, Prince Lichnowsky for compositions, which resulted in his three Opus 1 piano trios (the earliest works to which he accorded an opus number) in 1795.
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His first major orchestral work, the First Symphony, appeared in 1800, and his first set of string quartets was published in 1801. During this period, his hearing began to deteriorate, but he continued to conduct, premiering his Third and Fifth Symphonies in 1804 and 1808, respectively. His Violin Concerto appeared in 1806. His last piano concerto (No. 5, Op. 73, known as the 'Emperor'), dedicated to his frequent patron Archduke Rudolf of Austria, was premiered in 1810, but not with Beethoven as soloist. He was almost completely deaf by 1814, and he then gave up performing and appearing in public. He described his problems with health and his unfulfilled personal life in two letters, his "Heiligenstadt Testament" (1802) to his brothers and his unsent love letter to an unknown "Immortal Beloved" (1812).
|
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In the years from 1810, increasingly less socially involved, Beethoven composed many of his most admired works including his later symphonies and his mature chamber music and piano sonatas. His only opera, Fidelio, which had been first performed in 1805, was revised to its final version in 1814. He composed his Missa Solemnis in the years 1819–1823, and his final, Ninth, Symphony, one of the first examples of a choral symphony, in 1822–1824. Written in his last years, his late string quartets of 1825–26 are amongst his final achievements. After some months of bedridden illness he died in 1827. Beethoven's works remain mainstays of the classical music repertoire.
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Beethoven was the grandson of Ludwig van Beethoven (1712–1773)[n 1], a musician from the town of Mechelen in the Austrian Duchy of Brabant (in what is now the Flemish region of Belgium) who had moved to Bonn at the age of 21.[2][3] Ludwig was employed as a bass singer at the court of Clemens August, Archbishop-Elector of Cologne, eventually rising to become, in 1761, Kapellmeister (music director) and hence a pre-eminent musician in Bonn. The portrait he commissioned of himself towards the end of his life remained displayed in his grandson's rooms as a talisman of his musical heritage.[4] Ludwig had one son, Johann (1740–1792), who worked as a tenor in the same musical establishment and gave keyboard and violin lessons to supplement his income.[2]
|
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Johann married Maria Magdalena Keverich in 1767; she was the daughter of Heinrich Keverich (1701–1751), who had been the head chef at the court of the Archbishopric of Trier.[5] Beethoven was born of this marriage in Bonn at what is now the Beethoven House Museum, Bonnstrasse 20.[6] There is no authentic record of the date of his birth; however, the registry of his baptism, in the Catholic Parish of St. Remigius on 17 December 1770, survives, and the custom in the region at the time was to carry out baptism within 24 hours of birth. There is a consensus, (with which Beethoven himself agreed) that his birth date was 16 December, but no documentary proof of this.[7]
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Of the seven children born to Johann van Beethoven, only Ludwig, the second-born, and two younger brothers survived infancy. Kaspar Anton Karl was born on 8 April 1774, and Nikolaus Johann, (generally known as Johann) the youngest, was born on 2 October 1776.[8]
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Beethoven's first music teacher was his father. He later had other local teachers: the court organist Gilles van den Eeden (d. 1782), Tobias Friedrich Pfeiffer (a family friend, who provided keyboard tuition), Franz Rovantini (a relative, who instructed him in playing the violin and viola),[2] and court concertmaster Franz Anton Ries for the violin.[9] From the outset his tuition regime, which began in his fifth year, was harsh and intensive, often reducing him to tears; with the involvement of the insomniac Pfeiffer there were irregular late-night sessions with the young Beethoven being dragged from his bed to the keyboard.[10] His musical talent was obvious at a young age. Johann, aware of Leopold Mozart's successes in this area (with his son Wolfgang and daughter Nannerl), attempted to promote his son as a child prodigy, claiming that Beethoven was six (he was seven) on the posters for his first public performance in March 1778.[11]
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In 1780 or 1781, Beethoven began his studies with his most important teacher in Bonn, Christian Gottlob Neefe.[12] Neefe taught him composition; in March 1783 appeared Beethoven's first published work, a set of keyboard variations (WoO 63).[8][n 2] Beethoven soon began working with Neefe as assistant organist, at first unpaid (1782), and then as a paid employee (1784) of the court chapel.[14] His first three piano sonatas, WoO 47, sometimes known as "Kurfürst" ("Elector") for their dedication to the Elector Maximilian Friedrich (1708–1784), were published in 1783.[15] In the same year, the first printed reference to Beethoven appeared in the Magazin der Musik – "Louis van Beethoven [sic] ... a boy of 11 years and most promising talent. He plays the piano very skilfully and with power, reads at sight very well ... the chief piece he plays is Das wohltemperierte Klavier of Sebastian Bach, which Herr Neefe puts into his hands ..."[2] Maximilian Friedrich's successor as the Elector of Bonn was Maximilian Franz. He gave some support to Beethoven, appointing him Court Organist and paying towards his visit to Vienna of 1792.[5][16]
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He was introduced in these years to several people who became important in his life. He often visited the cultivated von Breuning family, at whose home he taught piano to some of the children, and where the widowed Frau von Breuning offered him a motherly friendship. Here he also met Franz Wegeler, a young medical student, who became a lifelong friend (and was to marry one of the von Breuning daughters). The von Breuning family environment offered an alternative to his home life, which was increasingly dominated by his father's decline. Another frequenter of the von Breunings was Count Ferdinand von Waldstein, who became a friend and financial supporter during Beethoven's Bonn period.[17][18][19] Waldstein was to commission in 1791 Beethoven's first work for the stage, the ballet Musik zu einem Ritterballett (WoO 1).[20]
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In the period 1785–90 there is virtually no record of Beethoven's activity as a composer. This may be attributed to the lukewarm response his initial publications had attracted, and also to ongoing problems in the Beethoven family.[21] His mother died in 1787, shortly after Beethoven's first visit to Vienna, where he stayed for about two weeks and almost certainly met Mozart.[17] In 1789 Beethoven's father was forcibly retired from the service of the Court (as a consequence of his alcoholism) and it was ordered that half of his father's pension be paid directly to Ludwig for support of the family.[22] He contributed further to the family's income by teaching (to which Wegeler said he had "an extraordinary aversion"[23]) and by playing viola in the court orchestra. This familiarized him with a variety of operas, including works by Mozart, Gluck and Paisiello.[24] Here he also befriended Anton Reicha, a composer, flautist and violinist of about his own age who was a nephew of the court orchestra's conductor, Josef Reicha.[25]
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From 1790 to 1792, Beethoven composed several works (none were published at the time) showing a growing range and maturity. Musicologists have identified a theme similar to those of his Third Symphony in a set of variations written in 1791.[26] It was perhaps on Neefe's recommendation that Beethoven received his first commissions; the Literary Society in Bonn commissioned a cantata to mark the occasion of the death in 1790 of Joseph II (WoO 87), and a further cantata, to celebrate the subsequent accession of Leopold II as Holy Roman Emperor (WoO 88), may have been commissioned by the Elector.[27] These two Emperor Cantatas were never performed at the time and they remained lost until the 1880s when they were described by Johannes Brahms as "Beethoven through and through" and as such prophetic of the style which would mark his music as distinct from the classical tradition.[28]
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Beethoven was probably first introduced to Joseph Haydn in late 1790 when the latter was travelling to London and stopped in Bonn around Christmas time.[29] A year and a half later, they met in Bonn on Haydn's return trip from London to Vienna in July 1792, when Beethoven played in the orchestra at the Redoute in Godesberg. Arrangements were likely made at that time for Beethoven to study with the older master.[30] Waldstein wrote to him before his departure: "You are going to Vienna in fulfilment of your long-frustrated wishes ... With the help of assiduous labour you shall receive Mozart's spirit from Haydn's hands."[17]
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Beethoven left Bonn for Vienna in November 1792, amid rumours of war spilling out of France; he learned shortly after his arrival that his father had died.[31][32] Over the next few years, Beethoven responded to the widespread feeling that he was a successor to the recently deceased Mozart by studying that master's work and writing works with a distinctly Mozartian flavour.[33]
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He did not immediately set out to establish himself as a composer, but rather devoted himself to study and performance. Working under Haydn's direction,[34] he sought to master counterpoint. He also studied violin under Ignaz Schuppanzigh.[35] Early in this period, he also began receiving occasional instruction from Antonio Salieri, primarily in Italian vocal composition style; this relationship persisted until at least 1802, and possibly as late as 1809.[36]
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With Haydn's departure for England in 1794, Beethoven was expected by the Elector to return home to Bonn. He chose instead to remain in Vienna, continuing his instruction in counterpoint with Johann Albrechtsberger and other teachers. In any case, by this time it must have seemed clear to his employer that Bonn would fall to the French, as it did in October 1794, effectively leaving Beethoven without a stipend or the necessity to return.[37] However, several Viennese noblemen had already recognised his ability and offered him financial support, among them Prince Joseph Franz Lobkowitz, Prince Karl Lichnowsky, and Baron Gottfried van Swieten.[38]
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Assisted by his connections with Haydn and Waldstein, Beethoven began to develop a reputation as a performer and improviser in the salons of the Viennese nobility.[39] His friend Nikolaus Simrock began publishing his compositions, starting with a set of keyboard variations on a theme of Dittersdorf (WoO 66).[40] By 1793, he had established a reputation in Vienna as a piano virtuoso, but he apparently withheld works from publication so that their eventual appearance would have greater impact.[38]
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His first public performance in Vienna was in March 1795, where he first performed one of his piano concertos.[n 3][42] Shortly after this performance, he arranged for the publication of the first of his compositions to which he assigned an opus number, the three piano trios, Opus 1. These works were dedicated to his patron Prince Lichnowsky,[41] and were a financial success; Beethoven's profits were nearly sufficient to cover his living expenses for a year.[43] In 1799 Beethoven participated in (and won) a notorious piano 'duel' at the home of Baron Raimund Wetzlar (a former patron of Mozart) against the virtuoso Joseph Wölfl; and in the following year he similarly triumphed against Daniel Steibelt at the salon of Count Moritz von Fries.[44] Beethoven's eighth piano sonata the "Pathétique" (Op. 13), published in 1799 is described by the musicologist Barry Cooper as "surpass[ing] any of his previous compositions, in strength of character, depth of emotion, level of originality, and ingenuity of motivic and tonal manipulation."[45]
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Beethoven composed his first six string quartets (Op. 18) between 1798 and 1800 (commissioned by, and dedicated to, Prince Lobkowitz). They were published in 1801. He also completed his Septet (Op. 20) in 1799, which was one of his most popular works during his lifetime. With premieres of his First and Second Symphonies in 1800 and 1803, he became regarded as one of the most important of a generation of young composers following Haydn and Mozart. But his melodies, musical development, use of modulation and texture, and characterisation of emotion all set him apart from his influences, and heightened the impact some of his early works made when they were first published.[46] For the premiere of his First Symphony, he hired the Burgtheater on 2 April 1800, and staged an extensive programme, including works by Haydn and Mozart, as well as his Septet, the Symphony, and one of his piano concertos (the latter three works all then unpublished). The concert, which the Allgemeine musikalische Zeitung described as "the most interesting concert in a long time," was not without difficulties; among the criticisms was that "the players did not bother to pay any attention to the soloist."[47] By the end of 1800, Beethoven and his music were already much in demand from patrons and publishers.[48]
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In May 1799, he taught piano to the daughters of Hungarian Countess Anna Brunsvik. During this time, he fell in love with the younger daughter Josephine. Amongst his other students, from 1801 to 1805, he tutored Ferdinand Ries, who went on to become a composer and later wrote about their encounters. The young Carl Czerny, who later became a renowned music teacher himself, studied with Beethoven from 1801 to 1803. In late 1801, he met a young countess, Julie Guicciardi, through the Brunsvik family; he mentions his love for Julie in a November 1801 letter to a friend, but class difference prevented any consideration of pursuing this. He dedicated his 1802 Sonata Op. 27 No. 2, now commonly known as the Moonlight Sonata, to her.[49]
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In the spring of 1801 he completed The Creatures of Prometheus, a ballet. The work received numerous performances in 1801 and 1802, and he rushed to publish a piano arrangement to capitalise on its early popularity.[50] In the spring of 1802 he completed the Second Symphony, intended for performance at a concert that was cancelled. The symphony received its premiere instead at a subscription concert in April 1803 at the Theater an der Wien, where he had been appointed composer in residence. In addition to the Second Symphony, the concert also featured the First Symphony, the Third Piano Concerto, and the oratorio Christ on the Mount of Olives. Reviews were mixed, but the concert was a financial success; he was able to charge three times the cost of a typical concert ticket.[51]
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His business dealings with publishers also began to improve in 1802 when his brother Kaspar, who had previously assisted him casually, began to assume a larger role in the management of his affairs. In addition to negotiating higher prices for recently composed works, Kaspar also began selling some of his earlier unpublished compositions and encouraged him (against Beethoven's preference) to also make arrangements and transcriptions of his more popular works for other instrument combinations. Beethoven acceded to these requests, as he could not prevent publishers from hiring others to do similar arrangements of his works.[52]
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Beethoven told the English pianist Charles Neate (in 1815) that he dated his hearing loss from a fit he suffered in 1798 induced by a quarrel with a singer.[53] During its gradual decline, his hearing was further impeded by a severe form of tinnitus.[54] As early as 1801, he wrote to Wegeler and another friend Karl Amenda, describing his symptoms and the difficulties they caused in both professional and social settings (although it is likely some of his close friends were already aware of the problems).[55] The cause was probably otosclerosis, perhaps accompanied by degeneration of the auditory nerve.[56][n 4]
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On the advice of his doctor, Beethoven moved to the small Austrian town of Heiligenstadt, just outside Vienna, from April to October 1802 in an attempt to come to terms with his condition. There he wrote the document now known as the Heiligenstadt Testament, a letter to his brothers which records his thoughts of suicide due to his growing deafness and records his resolution to continue living for and through his art. The letter was never sent and was discovered in his papers after his death.[59] The letters to Wegeler and Amenda were not so despairing; in them Beethoven commented also on his ongoing professional and financial success at this period, and his determination, as he expressed it to Wegeler, to "seize Fate by the throat; it shall certainly not crush me completely."[56] In 1806, Beethoven noted on one of his musical sketches "Let your deafness no longer be a secret – even in art."[60]
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Beethoven's hearing loss did not prevent him from composing music, but it made playing at concerts—an important source of income at this phase of his life—increasingly difficult. (It also contributed substantially to his social withdrawal.)[56] Czerny remarked however that Beethoven could still hear speech and music normally until 1812.[61] Beethoven never became totally deaf; in his final years he was still able to distinguish low tones and sudden loud sounds.
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Beethoven's return to Vienna from Heiligenstadt was marked by a change in musical style, and is now often designated as the start of his middle or "heroic" period characterised by many original works composed on a grand scale.[62] According to Carl Czerny, Beethoven said, "I am not satisfied with the work I have done so far. From now on I intend to take a new way."[63] An early major work employing this new style was the Third Symphony in E flat Op. 55, known as the Eroica, written in 1803-04. The idea of creating a symphony based on the career of Napoleon may have been suggested to Beethoven by Count Bernadotte in 1798.[64] Beethoven, sympathetic to the ideal of the heroic revolutionary leader, originally gave the symphony the title "Bonaparte", but disillusioned by Napoleon declaring himself Emperor in 1804, he scratched Napoleon's name from the manuscript's title page, and the symphony was published in 1806 with its present title and the subtitle "to celebrate the memory of a great man."[65] The Eroica was longer and larger in scope than any previous symphony. When it premiered in early 1805 it received a mixed reception. Some listeners objected to its length or misunderstood its structure, while others viewed it as a masterpiece.[66]
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Other middle period works extend in the same dramatic manner the musical language Beethoven had inherited. The Rasumovsky string quartets, and the Waldstein and Appassionata piano sonatas share the heroic spirit of the Third Symphony.[65] Other works of this period include the Fourth through Eighth Symphonies, the oratorio Christ on the Mount of Olives, the opera Fidelio, and the Violin Concerto.[67] Beethoven was hailed in 1810 by the writer and composer E. T. A. Hoffmann, in an influential review in the Allgemeine musikalische Zeitung, as the greatest of (what he considered) the three "Romantic" composers, (that is, ahead of Haydn and Mozart); in Beethoven's Fifth Symphony his music, wrote Hoffmann, "sets in motion terror, fear, horror, pain, and awakens the infinite yearning that is the essence of romanticism".[68]
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During this time Beethoven's income came from publishing his works, from performances of them, and from his patrons, for whom he gave private performances and copies of works they commissioned for an exclusive period before their publication. Some of his early patrons, including Prince Lobkowitz and Prince Lichnowsky, gave him annual stipends in addition to commissioning works and purchasing published works.[69] Perhaps his most important aristocratic patron was Archduke Rudolf of Austria, the youngest son of Emperor Leopold II, who in 1803 or 1804 began to study piano and composition with him. They became friends, and their meetings continued until 1824.[70] Beethoven was to dedicate 14 compositions to Rudolf, including some of his major works such as the Archduke Trio Op. 97 (1811) and Missa solemnis Op. 123 (1823).
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His position at the Theater an der Wien was terminated when the theatre changed management in early 1804, and he was forced to move temporarily to the suburbs of Vienna with his friend Stephan von Breuning. This slowed work on Leonore, (his original title for his opera), his largest work to date, for a time. It was delayed again by the Austrian censor and finally premiered, under its present title of Fidelio in November 1805 to houses that were nearly empty because of the French occupation of the city. In addition to being a financial failure, this version of Fidelio was also a critical failure, and Beethoven began revising it.[71]
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Despite this failure, Beethoven continued to attract recognition. In 1807 the musician and publisher Muzio Clementi secured the rights for publishing his works in England, and Haydn's former patron Prince Esterházy commissioned a mass (the Mass in C, Op. 86) for his wife's name-day. But he could not count on such recognition alone. A colossal benefit concert which he organized in December 1808, and was widely advertised, included the premieres of the Fifth and Sixth (Pastoral) symphonies, the Fourth Piano Concerto, extracts from the Mass in C, the scena and aria Ah! perfido Op. 65 and the Choral Fantasy op. 80. There was a large audience, (including Czerny and the young Ignaz Moscheles). But it was under-rehearsed, involved many stops and starts, and during the Fantasia Beethoven was noted shouting at the musicians "badly played, wrong, again!" The financial outcome is unknown.[72]
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In the autumn of 1808, after having been rejected for a position at the Royal Theatre, Beethoven had received an offer from Napoleon's brother Jérôme Bonaparte, then king of Westphalia, for a well-paid position as Kapellmeister at the court in Cassel. To persuade him to stay in Vienna, Archduke Rudolf, Prince Kinsky and Prince Lobkowitz, after receiving representations from Beethoven's friends, pledged to pay him a pension of 4000 florins a year.[73] In the event, Archduke Rudolf paid his share of the pension on the agreed date.[74] Kinsky, immediately called to military duty, did not contribute and died in November 1812 after falling from his horse.[75][76] The Austrian currency destabilized and Lobkowitz went bankrupt in 1811 so that to benefit from the agreement Beethoven eventually had recourse to the law, which in 1815 brought him some recompense.[77]
|
66 |
+
|
67 |
+
The imminence of war reaching Vienna itself was felt in early 1809. In April Beethoven had completed writing his Piano Concerto No. 5 in E flat major, Op. 73,[75] which the musicologist Alfred Einstein has described as "the apotheosis of the military concept" in Beethoven's music.[78] Archduke Rudolf left the capital with the Imperial family in early May, prompting Beethoven's piano sonata Les Adieux, (Sonata No. 26, Op. 81a), actually entitled by Beethoven in German "Das Lebewohl" (The Farewell), of which the final movement, "Das Wiedersehen" (The Return), is dated in the manuscript with the date of Rudolf's homecoming of 30 January 1810.[79] During the French bombardment of Vienna in May Beethoven took refuge in the cellar of the house of his brother Kaspar.[80] The subsequent occupation of Vienna and the disruptions to cultural life and to Beethoven's publishers, together with Beethoven's poor health at the end of 1809, explain his significantly reduced output during this period,[81] although other notable works of the year include his String Quartet No. 10 in F major, Op. 74 (known as The Harp) and the Piano Sonata No. 24 in F sharp major op. 78, dedicated to Josephine's sister Therese Brunsvik.[82]
|
68 |
+
|
69 |
+
At the end of 1809 Beethoven was commissioned to write incidental music for Goethe's play Egmont. The result (an overture, and nine additional entractes and vocal pieces, Op. 84), which appeared in 1810 fitted well with Beethoven's "heroic" style and he became interested in Goethe, setting three of his poems as songs (Op. 83) and learning about the poet from a mutual acquaintance, Bettina Brentano (who also wrote to Goethe at this time about Beethoven). Other works of this period in a similar vein were the F minor String Quartet Op. 95, to which Beethoven gave the subtitle Quartetto serioso, and the Op. 97 Piano Trio in B flat major known, from its dedication to his patron Rudolph as the Archduke Trio.[83]
|
70 |
+
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71 |
+
In the spring of 1811, Beethoven became seriously ill, suffering headaches and high fever. His doctor Johann Malfatti recommended him to take a cure at the spa of Teplitz (now Teplice in Czechia) where he wrote two more overtures and sets of incidental music for dramas, this time by August von Kotzebue – King Stephen Op. 117 and The Ruins of Athens Op. 113. Advised again to visit Teplitz in 1812 he met there with Goethe, who wrote: "His talent amazed me; unfortunately he is an utterly untamed personality, who is not altogether wrong in holding the world to be detestable, but surely does not make it any more enjoyable ... by his attitude." Beethoven wrote to his publishers Breitkopf and Härtel that "Goethe delights far too much in the court atmosphere, far more than is becoming in a poet."[83] But following their meeting he began a setting for choir and orchestra of Goethe's Meeresstille und glückliche Fahrt (Calm Sea and Prosperous Voyage) (Op. 112), completed in 1815. After this was published in 1822 with a dedication to the poet, Beethoven wrote to him "The admiration, the love and esteem which already in my youth I cherished for the one and only immortal Goethe have persisted."[84]
|
72 |
+
|
73 |
+
While he was at Teplitz in 1812 he wrote a ten-page love letter to his "Immortal Beloved", which he never sent to its addressee.[85] The identity of the intended recipient was long a subject of debate, although the musicologist Maynard Solomon has convincingly demonstrated that the intended recipient must have been Antonie Brentano; other candidates have included Julie Guicciardi, Therese Malfatti and Josephine Brunsvik.[86] [n 5]
|
74 |
+
|
75 |
+
All of these had been regarded by Beethoven as possible soulmates during his first decade in Vienna. Guicciardi, although she flirted with Beethoven, never had any serious interest in him and married Wenzel Robert von Gallenberg in November 1803. (Beethoven insisted to his later secretary and biographer, Anton Schindler, that Gucciardi had "sought me out, crying, but I scorned her.")[88] Josephine had since Beethoven's initial infatuation with her married the elderly Count Joseph Deym, who died in 1804. Beethoven began to visit her and commenced a passionate correspondence. Initially, he accepted that Josephine could not love him, but he continued to address himself to her even after she had moved to Budapest, finally demonstrating that he had got the message in his last letter to her of 1807: "I thank you for wishing still to appear as if I were not altogether banished from your memory".[89] Malfatti was the niece of Beethoven's doctor, and he had proposed to her in 1810. He was 40, she was 19 – the proposal was rejected.[90] She is now remembered as the recipient of the piano bagatelle Für Elise.[91][n 6]
|
76 |
+
|
77 |
+
Antonie (Toni) Brentano (née von Birkenstock), ten years younger than Beethoven, was the wife of Franz Brentano, the half-brother of Bettina Brentano, who provided Beethoven's introduction to the family. It would seem that Antonie and Beethoven had an affair during 1811-1812. Antonie left Vienna with her husband in late 1812 and never met with (or apparently corresponded with) Beethoven again, although in her later years she wrote and spoke fondly of him.[93]
|
78 |
+
|
79 |
+
After 1812 there are no reports of any romantic liaisons of Beethoven; it is, however, clear from his correspondence of the period and, later, from the conversation books, that he would occasionally resort to prostitutes.[94]
|
80 |
+
|
81 |
+
In early 1813 Beethoven apparently went through a difficult emotional period, and his compositional output dropped. His personal appearance degraded—it had generally been neat—as did his manners in public, notably when dining.[95]
|
82 |
+
|
83 |
+
Family issues may have played a part in this. Beethoven had visited his brother Johann at the end of October 1812. He wished to end Johann's cohabitation with Therese Obermayer, a woman who already had an illegitimate child. He was unable to convince Johann to end the relationship and appealed to the local civic and religious authorities, but Johann and Therese married on 8 November.[96]
|
84 |
+
|
85 |
+
The illness and eventual death of his brother Kaspar from tuberculosis became an increasing concern. Kaspar had been ill for some time; in 1813 Beethoven lent him 1500 florins, to procure the repayment of which he was ultimately led to complex legal measures.[97] After Kaspar died on 15 November 1815, Beethoven immediately became embroiled in a protracted legal dispute with Kaspar's wife Johanna over custody of their son Karl, then nine years old. Beethoven had successfully applied to Kaspar to have himself named the sole guardian of the boy. A late codicil to Kaspar's will gave him and Johanna joint guardianship.[98] While Beethoven was successful at having his nephew removed from her custody in January 1816, and had him removed to a private school[99] in 1818 he was again preoccupied with the legal processes around Karl. While giving evidence to the court for the nobility, the Landrechte, Beethoven was unable to prove that he was of noble birth and as a consequence, on 18 December 1818 the case was transferred to the civil magistracy of Vienna, where he lost sole guardianship.[99][n 7] He only regained custody after intensive legal struggles in 1820.[100] During the years that followed, Beethoven frequently interfered in his nephew's life in what Karl perceived as an overbearing manner.[101]
|
86 |
+
|
87 |
+
Beethoven was finally motivated to begin significant composition again in June 1813, when news arrived of Napoleon's defeat at the Battle of Vitoria by a coalition led by the Duke of Wellington. The inventor Mälzel persuaded him to write a work commemorating the event for his mechanical instrument the Panharmonicon. This Beethoven also transcribed for orchestra as Wellington's Victory (Op. 91, also known as the Battle Symphony).[n 8] It was first performed on 8 December, along with his Seventh Symphony, Op. 92, at a charity concert for victims of the war, a concert whose success led to its repeat on 12 December. The orchestra included several leading and rising musicians who happened to be in Vienna at the time, including Giacomo Meyerbeer and Domenico Dragonetti.[103] The work received repeat performances at concerts staged by Beethoven in January and February 1814.[104] These concerts brought Beethoven more profit than any others in his career, and enabled him to buy the bank shares that were eventually to be the most valuable assets in his estate at his death.[105]
|
88 |
+
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89 |
+
Beethoven's renewed popularity led to demands for a revival of Fidelio, which, in its third revised version, was also well received at its July opening in Vienna, and was frequently staged there during the following years.[106] Beethoven's publishers, Artaria, commissioned the 20-year old Moscheles to prepare a piano score of the opera, which he inscribed "Finished, with God's help!" – to which Beethoven added "O Man, help thyself."[n 9][107] That summer Beethoven composed a piano sonata for the first time in five years, his (Sonata in E minor, Opus 90).[108] He was also one of many composers who produced music in a patriotic vein to entertain the many heads of state and diplomats who came to the Congress of Vienna that began in November 1814, with the cantata Der glorreiche Augenblick (The Glorious Moment) (Op. 136) and similar choral works which, in the words of Maynard Solomon "broadened Beethoven's popularity, [but] did little to enhance his reputation as a serious composer."[109]
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91 |
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In April and May 1814, playing in his Archduke Trio, Beethoven made his last public appearances as a soloist. The composer Louis Spohr noted: "the piano was badly out of tune, which Beethoven minded little, since he did not hear it ... there was scarcely anything left of the virtuosity of the artist ... I was deeply saddened."[110] From 1814 onwards Beethoven used for conversation ear-trumpets designed by Johann Nepomuk Maelzel (a number of these are on display at the Beethoven-Haus in Bonn).[111]
|
92 |
+
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93 |
+
His 1815 compositions include an expressive second setting of the poem "An die Hoffnung" (Op. 94) in 1815. Compared to its first setting in 1805 (a gift for Josephine Brunsvik), it was "far more dramatic ... The entire spirit is that of an operatic scena."[112] But his energy seemed to be dropping: apart from these works, he wrote the two cello sonatas Op. 101 nos. 1 and 2, and a few minor pieces, and began but abandoned a sixth piano concerto.[113]
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94 |
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95 |
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Between 1815 and 1819 Beethoven's output dropped again to a level unique in his mature life.[114] He attributed part of this to a lengthy illness (he called it an "inflammatory fever") that he had for more than a year, starting in October 1816.[115] His biographer Maynard Solomon suggests it is also doubtless a consequence of the ongoing legal problems concerning his nephew Karl,[116] and of Beethoven finding himself increasingly at odds with current musical trends. Unsympathetic to developments in German romanticism that featured the supernatural (as in operas by Spohr, Heinrich Marschner and Carl Maria von Weber), he also "resisted the impending Romantic fragmentation of the ... cyclic forms of the Classical era into small forms and lyric mood pieces" and turned towards study of Bach, Handel and Palestrina.[117] An old connection was renewed in 1817 when Maelzel sought and obtained, Beethoven's endorsement for his newly developed metronome.[118] During these years the few major works completed include Beethoven's only song cycle, An die ferne Geliebte Op. 98, (1816), and the gigantic Hammerklavier Sonata (Sonata No. 29 in B flat major, Op. 106) (1818).[119] It was also in 1818 that he began musical sketches that eventually form part of his final Ninth Symphony.[120]
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+
By early 1818 Beethoven's health had improved, and his nephew Karl, now aged 11, moved in with him in January, (although within a year Karl's mother had won him back in the courts).[121] By now Beethoven's hearing had again seriously deteriorated, necessitating Beethoven and his interlocutors writing in notebooks to carry out conversations. These 'conversation books' are a rich written resource for his life from this period onwards. They contain discussions about music, business, and personal life; they are also a valuable source for his contacts and for investigations into how he intended his music should be performed, and of his opinions of the art of music.[122] [n 10] His household management had also improved somewhat; Nanette Streicher, who had assisted in his care during his illness, continued to provide some support, and he finally found a skilled cook.[128] A testimonial to the esteem in which Beethoven was held in England was the presentation to him in this year by Thomas Broadwood, the proprietor of the company, of a Broadwood piano, for which Beethoven expressed thanks. He was not well enough, however, to carry out a visit to London that year which had been proposed by the Philharmonic Society.[129][n 11]
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Despite the time occupied by his ongoing legal struggles over Karl, which involved continuing extensive correspondence and lobbying,[131] two events sparked off Beethoven's major composition projects in 1819. The first was the announcement of Archduke Rudolf's promotion to Cardinal-Archbishop as Archbishop of Olomouc (now in Czechia), which triggered the Missa Solemnis Op. 123, intended to be ready for his installation in Olomouc in March 1820. The other was the invitation by the publisher Antonio Diabelli to fifty Viennese composers, including Beethoven, Franz Schubert, Czerny and the 8-year old Franz Liszt, to compose a variation each on a theme which he provided. Beethoven was spurred to outdo the competition and by mid-1819 had already completed 20 variations of what were to become the 33 Diabelli Variations op. 120. Neither of these works was to be completed for a few years.[132][133] A significant tribute of 1819, however, was Archduke Rudolf's set of forty piano variations on a theme written for him by Beethoven (WoO 200) and dedicated to the master.[134] Beethoven's portrait by Ferdinand Schimon [de] of this year, which was one of the most familiar images of him for the next century, was described by Schindler as, despite its artistic weaknesses, "in the rendering of that particular look, the majestic forehead ... the firmly shut mouth and the chin shaped like a shell, ... truer to nature than any other picture."[135]
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Beethoven's determination over the following years to write the Mass for Rudolf was not motivated by any devout Catholicism. Although born a Catholic, the form of religion as practised at the court in Bonn where he grew up was, in the words of Maynard Solomon, "a compromise ideology that permitted a relatively peaceful coexistence between the Church and rationalism."[136]. Beethoven's Tagebuch (a diary he kept on an occasional basis between 1812 and 1818) shows his interest in a variety of religious philosophies, including those of India, Egypt and the Orient and the writings of the Rig-Veda.[137] In a letter to Rudolf of July 1821, Beethoven shows his belief in a personal God: "God ... sees into my innermost heart and knows that as a man I perform most conscientiously and on all occasions the duties which Humanity, God, and Nature enjoin upon me." On one of the sketches for the Missa Solemnis he wrote "Plea for inner and outer peace."[138].
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Beethoven's status was confirmed by the series of Concerts sprituels given in Vienna by the choirmaster Franz Xaver Gebauer in the 1819/1820 and 1820/1821 seasons, during which all eight of his symphonies to date, plus the oratorio Christus and the Mass in C, were performed. Beethoven was typically underwhelmed: when in an April 1820 conversation book a friend mentioned Gebauer, Beethoven wrote in reply "Geh! Bauer" ("Begone, peasant!")[139]
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It was in 1819 that Beethoven was first approached by the publisher Moritz Schlesinger who won the suspicious composer round, whilst visiting him at Mödling, by procuring for him a plate of roast veal.[140] One consequence of this was that Schlesinger was to secure Beethoven's three last piano sonatas and his final quartets; part of the attraction to Beethoven was that Schlesinger had publishing facilities in Germany and France, and connections in England, which could overcome problems of copyright piracy.[141] The first of the three sonatas, for which Beethoven contracted with Schlesinger in 1820 at 30 ducats per sonata, (further delaying completion of the Mass), was sent to the publisher at the end of that year (the Sonata in E major, Op. 109, dedicated to Maximiliane, Antonie Brentano's daughter).[142]
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The start of 1821 saw Beethoven once again in poor health, suffering from rheumatism and jaundice. Despite this he continued work on the remaining piano sonatas he had promised to Schlesinger (the Sonata in A flat major Op. 110 was published in December), and on the Mass.[143] In early 1822 Beethoven sought a reconciliation with his brother Johann, whose marriage in 1812 had met with his disapproval, and Johann now became a regular visitor (as witnessed by the conversation books of the period) and began to assist him in his business affairs, including him lending him money against ownership of some of his compositions. He also sought some reconciliation with the mother of his nephew, including supporting her income, although this did not meet with the approval of the contrary Karl.[144] Two commissions at the end of 1822 improved Beethoven's financial prospects. In November the Philharmonic Society of London offered a commission for a symphony, which he accepted with delight, as an appropriate home for the Ninth Symphony on which he was working.[145] Also in November Prince Nikolai Galitzin of Saint Petersburg offered to pay Beethoven's asking price for three string quartets. Beethoven set the price at the high level of 50 ducats per quartet in a letter dictated to his nephew Karl, who was then living with him.[146]
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During 1822, Anton Schindler, who in 1840 became one of Beethoven's earliest and most influential (but not always reliable) biographers, began to work as the composer's unpaid secretary. He was later to claim that he had been a member of Beethoven's circle since 1814, but there is no evidence for this. Cooper suggests that "Beethoven greatly appreciated his assistance, but did not think much of him as a man."[147]
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The year 1823 saw the completion of three notable works, all of which had occupied Beethoven for some years, namely the Missa Solemnis, the Ninth Symphony and the Diabelli Variations.[148]
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Beethoven at last presented the manuscript of the completed Missa to Rudolph on 19 March (more than a year after the Archduke's enthronement as Archbishop). He was not however in a hurry to get it published or performed as he had formed a notion that he could profitably sell manuscripts of the work to various courts in Germany and Europe at 50 ducats each. One of the few who took up this offer was Louis XVIII of France, who also sent Beethoven a heavy gold medallion.[149] The Symphony and the variations took up most of the rest of Beethoven's working year. Diabelli hoped to publish both works, but the potential prize of the Mass excited many other publishers to lobby Beethoven for it, including Schlesinger and Carl Friedrich Peters. (In the end, it was obtained by Schotts).[150]
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Beethoven had become critical of the Viennese reception of his works. He told the visiting Johann Friedrich Rochlitz in 1822:
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116 |
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117 |
+
You will hear nothing of me here ... Fidelio? They cannot give it, nor do they want to listen to it. The symphonies? They have no time for them. My concertos? Everyone grinds out only the stuff he himself has made. The solo pieces? They went out of fashion long ago, and here fashion is everything. At the most, Schuppanzigh occasionally digs up a quartet.[151]
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He, therefore, enquired about premiering the Missa and the Ninth Symphony in Berlin. When his Viennese admirers learnt of this, they pleaded with him to arrange local performances. Beethoven was won over, and the symphony was first performed, along with sections of the Missa Solemnis, on 7 May 1824, to great acclaim at the Kärntnertortheater.[152][n 12] Beethoven stood by the conductor Michael Umlauf during the concert beating time (although Umlauf had warned the singers and orchestra to ignore him), and because of his deafness was not even aware of the applause which followed until he was turned to witness it.[154] The Allgemeine musikalische Zeitung gushed, "inexhaustible genius had shown us a new world", and Carl Czerny wrote that the Symphony "breathes such a fresh, lively, indeed youthful spirit ... so much power, innovation, and beauty as ever [came] from the head of this original man, although he certainly sometimes led the old wigs to shake their heads." The concert did not net Beethoven much money, as the expenses of mounting it were very high.[155] A second concert on 24 May, in which the producer guaranteed him a minimum fee, was poorly attended; nephew Karl noted that "many people [had] already gone into the country". It was Beethoven's last public concert.[156] Beethoven accused Schindler of either cheating him or mismanaging the ticket receipts; this led to the replacement of Schindler as Beethoven's secretary by Karl Holz, (who was the second violinist in the Schuppanzigh Quartet), although by 1826 Beethoven and Schindler were reconciled.[157]
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121 |
+
Beethoven then turned to writing the string quartets for Galitzin, despite failing health. The first of these, the quartet in E♭ major, Op. 127 was premiered by the Schuppanzigh Quartet in March 1825. While writing the next, the quartet in A minor, Op. 132, in April 1825, he was struck by a sudden illness. Recuperating in Baden, he included in the quartet its slow movement to which he gave the title "Holy song of thanks ('Heiliger Dankgesang') to the Divinity, from a convalescent, in the Lydian mode."[153] The next quartet to be completed was the Thirteenth, op. 130, in B♭ major. In six movements, the last, contrapuntal movement proved to be very difficult for both the performers and the audience at its premiere in March 1826 (again by the Schuppanzigh Quartet). Beethoven was persuaded by the publisher Artaria, for an additional fee, to write a new finale, and to issue the last movement as a separate work (the Grosse Fugue, Op. 133).[158] Beethoven's favourite was the last of this series, the quartet in C♯ minor Op. 131, which he rated as his most perfect single work.[159]
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Beethoven's relations with his nephew Karl had continued to be stormy; Beethoven's letters to him were demanding and reproachful. In August, Karl, who had been seeing his mother again against Beethoven's wishes, attempted suicide by shooting himself in the head. He survived and after discharge from hospital went to recuperate in the village of Gneixendorf with Beethoven and his uncle Johann. Whilst in Gneixendorf, Beethoven completed a further quartet, (Op. 135 in F major) which he sent to Schlesinger. Under the introductory slow chords in the last movement, Beethoven wrote in the manuscript "Muss es sein?" ("Must it be?"); the response, over the faster main theme of the movement, is "Es muss sein!" ("It must be!"). The whole movement is headed "Der schwer gefasste Entschluss" ("The Difficult Decision").[160] Following this in November Beethoven completed his final composition, the replacement finale for the op. 130 quartet.[153] Beethoven at this time was already ill and depressed;[153] he began to quarrel with Johann, insisting that Johann made Karl his heir, in preference to Johann's wife.[161]
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On his return journey to Vienna from Gneixendorf in December 1826, illness struck Beethoven again. He was attended until his death by Dr. Andreas Wawruch, who throughout December noticed symptoms including fever, jaundice and dropsy, with swollen limbs, coughing and breathing difficulties. Several operations were carried out to tap off the excess fluid from Beethoven's abdomen.[153][162]
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Karl stayed by Beethoven's bedside during December, but left after the beginning of January to join the army at Iglau and did not see his uncle again, although he wrote to him shortly afterwards "My dear father ... I am living in contentment and regret only that I am separated from you." Immediately following Karl's departure, Beethoven wrote a will making his nephew his sole heir.[163] Later in January, Beethoven was attended by Dr. Malfatti, whose treatment (recognizing the seriousness of his patient's condition) was largely centred on alcohol. As the news spread of the severity of Beethoven's condition, many old friends came to visit, including Diabelli, Schuppanzigh, Lichnowsky, Schindler, the composer Johann Nepomuk Hummel and his pupil Ferdinand Hiller. Many tributes and gifts were also sent, including £100 from the Philharmonic Society in London and a case of expensive wine from Schotts.[153][164] During this period, Beethoven was almost completely bedridden despite occasional brave efforts to rouse himself. On March 24, he said to Schindler and the others present "Plaudite, amici, comoedia finita est" ("Applaud, friends, the comedy is over.") Later that day, when the wine from Schott arrived, he whispered, "Pity – too late."[165]
|
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Beethoven died on 26 March 1827 at the age of 56; only his friend Anselm Hüttenbrenner and a "Frau van Beethoven" (possibly his old enemy Johanna van Beethoven) were present. According to Hüttenbrenner, at about 5 in the afternoon there was a flash of lightning and a clap of thunder: "Beethoven opened his eyes, lifted his right hand and looked up for several seconds with his fist clenched ... not another breath, not a heartbeat more."[166] Many visitors came to the death-bed; some locks of the dead man's hair were retained by Hüttenbrenner and Hiller, amongst others.[167][168] An autopsy revealed Beethoven suffered from significant liver damage, which may have been due to his heavy alcohol consumption,[169] and also considerable dilation of the auditory and other related nerves.[170][171][n 13]
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Beethoven's funeral procession in Vienna on 29 March 1827 was attended by an estimated 10,000 people.[176] Franz Schubert and the violinist Joseph Mayseder were among the torchbearers. A funeral oration by the poet Franz Grillparzer was read. Beethoven was buried in the Währing cemetery, north-west of Vienna, after a requiem mass at the church of the Holy Trinity (Dreifaltigkeitskirche) in Alserstrasse. Beethoven's remains were exhumed for study in 1863, and moved in 1888 to Vienna's Zentralfriedhof where they were reinterred in a grave adjacent to that of Schubert.[169][177]
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The historian William Drabkin notes that as early as 1818 a writer had proposed a three-period division of Beethoven's works and that such a division (albeit often adopting different dates or works to denote changes in period) eventually became a convention adopted by all of Beethoven's biographers, starting with Schindler, F.-J. Fétis and Wilhelm von Lenz. Later writers sought to identify sub-periods within this generally accepted structure. Its drawbacks include that it generally omits a fourth period, that is, the early years in Bonn, whose works are less often considered; and that it ignores the differential development of Beethoven's composing styles over the years for different categories of work. The piano sonatas, for example, were written throughout Beethoven's life in a progression that can be interpreted as continuous development; the symphonies do not all demonstrate linear progress; of all of the types of composition, perhaps the quartets, which seem to group themselves in three periods (Op. 18 in 1801-1802, Opp. 59, 74 and 95 in 1806-1814, and the quartets, today known as 'late', from 1824 onwards) fit this categorization most neatly. Drabkin concludes that "now that we have lived with them so long ... as long as there are programme notes, essays written to accompany recordings, and all-Beethoven recitals, it is hard to imagine us ever giving up the notion of discrete stylistic periods."[178][179]
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Some forty compositions, including ten very early works written by Beethoven up to 1785, survive from the years that Beethoven lived in Bonn. It has been suggested that Beethoven largely abandoned composition between 1785 and 1790, possibly as a result of negative critical reaction to his first published works. A 1784 review in Johann Nikolaus Forkel's influential Musikalischer Almanack compared Beethoven's efforts to those of rank beginners.[180] The three early piano quartets of 1785 (WoO 36), closely modelled on violin sonatas of Mozart, show his dependency on the music of the period. Beethoven himself was not to give any of the Bonn works an opus number, save for those which he reworked for use later in his career, for example, some of the songs in his Op. 52 collection (1805) and the Wind Octet reworked in Vienna in 1793 to become his String Quintet, Op. 4.[181][182] Charles Rosen points out that Bonn was something of a backwater compared to Vienna; Beethoven was unlikely to be acquainted with the mature works of Haydn or Mozart, and Rosen opines that his early style was closer to that of Hummel or Muzio Clementi.[183] Kernan suggests that at this stage Beethoven was not especially notable for his works in sonata style, but more for his vocal music; his move to Vienna in 1792 set him on the path to develop the music in the genres he became known for.[181]
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+
The conventional "first period" begins after Beethoven's arrival in Vienna in 1792. In the first few years he seems to have composed less than he did at Bonn, and his Piano Trios, op.1 were not published until 1795. From this point onward, he had mastered the 'Viennese style' (best known today from Haydn and Mozart) and was making the style his own. His works from 1795 to 1800 are larger in scale than was the norm (writing sonatas in four movements, not three, for instance); typically he uses a scherzo rather than a minuet and trio; and his music often includes dramatic, even sometimes over-the-top, uses of extreme dynamics and tempi and chromatic harmony. It was this that led Haydn to believe the third trio of Op.1 was too difficult for an audience to appreciate.[184]
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He also explored new directions and gradually expanded the scope and ambition of his work. Some important pieces from the early period are the first and second symphonies, the set of six string quartets Opus 18, the first two piano concertos, and the first dozen or so piano sonatas, including the famous Pathétique sonata, Op. 13.
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His middle (heroic) period began shortly after the personal crisis brought on by his recognition of encroaching deafness. It includes large-scale works that express heroism and struggle. Middle-period works include six symphonies (Nos. 3–8), the last two piano concertos, the Triple Concerto and violin concerto, five string quartets (Nos. 7–11), several piano sonatas (including the Waldstein and Appassionata sonatas), the Kreutzer violin sonata and his only opera, Fidelio.
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The "middle period" is sometimes associated with a "heroic" manner of composing,[185] but the use of the term "heroic" has become increasingly controversial in Beethoven scholarship. The term is more frequently used as an alternative name for the middle period.[186] The appropriateness of the term "heroic" to describe the whole middle period has been questioned as well: while some works, like the Third and Fifth Symphonies, are easy to describe as "heroic", many others, like his Symphony No. 6, Pastoral or his Piano Sonata No. 24, are not.[187]
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Beethoven's late period began in the decade 1810-1819. He began a renewed study of older music, including works by Johann Sebastian Bach and George Frideric Handel, that were then being published in the first attempts at complete editions. Many of Beethoven's late works include fugal material. The overture The Consecration of the House (1822) was an early work to attempt to incorporate these influences. A new style emerged, now called his "late period". He returned to the keyboard to compose his first piano sonatas in almost a decade: the works of the late period include the last five piano sonatas and the Diabelli Variations, the last two sonatas for cello and piano, the late string quartets (see below), and two works for very large forces: the Missa Solemnis and the Ninth Symphony.[citation needed] Works from this period are characterised by their intellectual depth, their formal innovations, and their intense, highly personal expression. The String Quartet, Op. 131 has seven linked movements, and the Ninth Symphony adds choral forces to the orchestra in the last movement.[188] Other compositions from this period include the Missa solemnis, the last five string quartets (including the massive Große Fuge) and the last five piano sonatas.
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The Beethoven Monument in Bonn was unveiled in August 1845, in honour of the 75th anniversary of his birth. It was the first statue of a composer created in Germany, and the music festival that accompanied the unveiling was the impetus for the very hasty construction of the original Beethovenhalle in Bonn (it was designed and built within less than a month, on the urging of Franz Liszt). A statue to Mozart had been unveiled in Salzburg, Austria, in 1842. Vienna did not honour Beethoven with a statue until 1880.[189]
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There is a museum, the Beethoven House, the place of his birth, in central Bonn. The same city has hosted a musical festival, the Beethovenfest, since 1845. The festival was initially irregular but has been organised annually since 2007.
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The Ira F. Brilliant Center for Beethoven Studies serves as a museum, research center, and host of lectures and performances devoted solely to this life and works.
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His music features twice on the Voyager Golden Record, a phonograph record containing a broad sample of the images, common sounds, languages, and music of Earth, sent into outer space with the two Voyager probes.[190]
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The third largest crater on Mercury is named in his honour,[191] as is the main-belt asteroid 1815 Beethoven.[192]
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A 7-foot cast bronze statue of Beethoven by sculptor Arnold Foerster was installed in 1932 in Pershing Square, Los Angeles; it was dedicated to William Andrews Clark Jr., founder of the Los Angeles Philharmonic.[193]
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A luge /luːʒ/ is a small one- or two-person sled on which one sleds supine (face up) and feet-first. A luger steers by using their calf muscles to flex the sled's runners or by exerting opposite shoulder pressure to the seat. Racing sleds weigh 21–25 kg (46–55 lb) for singles and 25–30 kg (55–66 lb) for doubles.[1] Luge is also the name of an Olympic sport.
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Lugers can reach speeds of 140 km/h (87 mph). Austrian Manuel Pfister reached a top speed of 154 km/h (96 mph) on a track in Whistler, Canada, prior to the 2010 Winter Olympics.[2] Lugers compete against a timer in one of the most precisely timed sports in the world—to one one-thousandth of a second on artificial tracks.
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The first recorded use of the term "luge" dates to 1905 and derives from the Savoy/Swiss dialect of the French word luge, meaning "small coasting sled".[3][4]
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The very practical use of sleds is ancient and widespread. The first recorded sled races took place in Norway sometime during the 15th century.[5]
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The sport of luge, like the skeleton and the bobsleigh, originated in the health-spa town of St Moritz, Switzerland, in the mid-to-late 19th century, through the endeavours of hotel entrepreneur Caspar Badrutt. Badrutt successfully sold the idea of winter resorting, as well as rooms with food, drink, and activities. His more adventurous English guests began adapting delivery boys' sleds for recreation, which led to collisions with pedestrians as they sped down the lanes and alleys of the village.
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The first organized meeting of the sport took place in 1883 in Switzerland.[6] In 1913, the Internationale Schlittensportverband or International Sled Sports Federation was founded in Dresden, Germany. This body governed the sport until 1935, when it was incorporated in the Fédération Internationale de Bobsleigh et de Tobogganing (FIBT, International Bobsleigh and Tobogganing Federation). After it had been decided that luge would replace the sport of skeleton at the Olympic Games, the first World Championships in the sport were held in 1955 in Oslo (Norway). In 1957, the Fédération Internationale de Luge de Course (FIL, International Luge Federation) was founded. Luge events were first included in the Olympic Winter Games in 1964.
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Americans were slow to adopt the sport of luge. The first luge run in North America was built at Lolo Hot Springs, Montana, in 1965.[7][8] Although the United States competed in every Olympic luge event from 1964 through 1976, it was not until 1979 that the United States Luge Association was founded. The first artificial American track was completed in that year for use in the 1980 XIII Winter Olympic Games at Lake Placid, New York.[5]
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Since that time the United States luge program has greatly improved. A second artificial track was constructed near Park City, Utah, for the 2002 XIX Olympic Winter Games at Salt Lake City.
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Caitlin Nash and Natalie Corless, both of Canada, became the first all-female team to compete in a Senior World Cup doubles race in luge in 2019.[9]
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Artificial luge tracks have specially designed and constructed banked curves plus walled-in straights. Most tracks are artificially refrigerated, but artificial tracks without artificial cooling also exist (for example, in St. Moritz). Tracks tend to be very smooth.[4]
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The athletes ride in a flat, aerodynamic position on the sled, keeping their heads low to minimize air resistance. They steer the sled mainly with their calves by applying pressure on the runners—right calf to turn left, left calf to turn right. It takes a precise mix of shifting body weight, applying pressure with calves and rolling the shoulders. There are also handles for minor adjustments. A successful luger maintains complete concentration and relaxation on the sled while traveling at high speeds. Most lugers "visualize" the course in their minds before sliding.[citation needed] Fastest times result from following the perfect "line" down the track. Any slight error, such as brush against the wall, costs time. Track conditions are also important. Softer ice tends to slow speeds, while harder ice tends to lead to faster times. Lugers race at speeds averaging 120–145 km/h (75–90 mph) around high banked curves while experiencing a centripetal acceleration of up to 5g. Men's Singles have their start locations near where the bobsled and skeleton competitors start at most tracks, while both the Doubles and Women's Singles competition have their starthouse located farther down the track. Artificial track luge is the fastest and most agile sledding sport.[4]
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Natural tracks are adapted from existing mountain roads and paths. Artificially banked curves are not permitted.[10] The track's surface should be horizontal. They are naturally iced. Tracks can get rough from the braking and steering action. Athletes use a steering rein, put out their hands and use their legs in order to drive around the tight corners. Braking is often required in front of curves and is accomplished by the use of spikes built on the bottom of the shoes.[4] Tracks have a slope of not more than 15%.
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Most of the tracks are situated in Austria and Italy, with others in Germany, Poland, Russia, Slovenia, Switzerland, Croatia, Liechtenstein, France, Turkey, Sweden, Norway, Romania, Slovakia, New Zealand, Canada and the United States.
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The Upper Peninsula Luge Club[11] in Negaunee, Michigan, is the only natural luge track in the United States.[12] The over 800 meter (half-mile) track features 10 full corners along its 88-meter (289 ft) vertical drop.
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Canada has tracks in Camrose, Hinton Luge, Alberta, Calgary and Ontario Luge Club.
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Naseby's track is the only one in the southern hemisphere. The track is 360 meters long, and is open to the public through winter.
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World championships have been held since 1979 while European championships have been held since 1970. In season 2015/16 FIL started with the Junior Worldcup.
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There are four luge disciplines.
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These are further broken into several age classes - multiple youth and junior classes that cover the range of age 7–20, and general class (ages 21 and older).[1] Older competitors may enjoy the sport in masters (age 30–50), and senior masters (age 51+) classes.[13]
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In a team relay competition, one man, one woman, and a doubles pair form a team. A touchpad at the bottom of the run is touched by a competitor signaling a teammate at the top of the run to start.[4]
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Rules and procedures for races are very precise:
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The sport of luge requires an athlete to balance mental and physical fitness. Physically, a luger must have strong neck, upper body, abdominal, and thigh muscles. Athletes also use Wind Tunnels to train[14] Strength training is essential to withstand the extreme G-forces of tight turns at high speeds. Since lugers have very little protection other than a visor and helmet, they must be able to endure the physical pounding administered by the track when mistakes are made.
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As with many extreme sports, luging has risks. Though most injuries involve bumps, bruises, broken bones and concussions, fatalities do occasionally occur. Georgian luger Nodar Kumaritashvili suffered a fatal crash during his final practice run for the 2010 Winter Olympics on the Whistler Sliding Centre in Whistler, British Columbia, Canada.[15] Hours later, the International Luge Federation concluded that the accident was caused by a steering error and not a track error; nevertheless, changes to the track were made before the re-opening.[16] Kumaritashvili was the fourth athlete to die while in preparation for a Winter Olympics competition, following speed skier Nicolas Bochatay, aged 27, who died while preparing for the Albertville 1992 games; and British luger Kazimierz Kay-Skrzypecki and skier Ross Milne, aged 19, who both died in the run-up to the Innsbruck 1964 games.[14]
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The sport of luge is governed by the Fédération International de Luge de Course (FIL,
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International Luge Federation). The FIL is based in Salzburg, Austria, and includes 53 member nations.[17] It has traditionally had a dominant number of German-speaking representatives.
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The following persons have been president of the FIL:
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up to: 2014
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up to: 2014
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up to: 2014
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up to: 2014
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up to: 2014
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Luigi (Japanese: ルイージ, Hepburn: Ruīji, pronounced [ɾɯ.iːʑi]; English: /luˈiːdʒi/ loo-EE-jee, Italian: [luˈiːdʒi]) is a character featured in video games and related media released by Nintendo. Created by designer Shigeru Miyamoto, Luigi is portrayed as the slightly younger but taller brother of Nintendo's mascot Mario, and appears in many games throughout the Mario franchise, often as a sidekick to his older brother.
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Luigi first appeared in the 1983 Game & Watch game Mario Bros. as the character controlled by the second player, and retained this role in the Mario Bros. arcade game, Super Mario Bros., Super Mario Bros. 3, Super Mario World, and other titles. The first game where he was available as a primary character was Super Mario Bros. 2. In more recent appearances, Luigi's role became increasingly restricted to spinoffs such as the Mario Party and Mario Kart series, though he has been featured in a starring role on seven occasions: first in the 1990 LCD wrist watch game Luigi's Hammer Toss, in Mario is Missing, in Luigi's Mansion for the GameCube in 2001, in Luigi's Mansion: Dark Moon for the Nintendo 3DS in 2013, in Dr. Luigi and New Super Luigi U for the Wii U in 2013, in Luigi's Mansion Arcade in 2015 for arcades and Luigi's Mansion 3 for Nintendo Switch in 2019. In all seven of these games, he is called upon to act as the hero because usually Mario, the usual hero within the franchise, is in need of rescue. Luigi has also appeared in every episode of the three DiC TV series based on the NES and Super NES games.
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Originally developed as a palette swap of Mario with a green color scheme instead of red, Luigi has since developed a personality and style of his own. As his role in the Mario series progressed, Luigi evolved into a physically distinct character, taller and thinner than his brother. Nintendo called the period of March 2013 to March 2014 "The Year of Luigi" to commemorate the thirtieth anniversary of the character's existence. Correspondingly, games released in 2013 emphasised Luigi, such as Luigi's Mansion: Dark Moon, Mario & Luigi: Dream Team, Dr. Luigi, and the level pack New Super Luigi U for New Super Mario Bros U. An unlockable Luigi-themed version of Mario Bros. titled Luigi Bros. was also included with Super Mario 3D World.
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The events leading to Luigi's creation began in 1982, during the development of Donkey Kong, where the Nintendo designer Shigeru Miyamoto had created Mario (then known as "Jumpman") hoping that he would be able to recast the character in a variety of roles in future games.[1] Miyamoto had been inspired by the game Joust to create a game with a simultaneous two-player mode, which led to his development of the game Mario Bros. in 1983, with Luigi filling the role of Mario's brother as the second playable character.[2] Luigi's name is said to have been inspired by a pizza parlor near Nintendo of America's headquarters in Redmond, Washington, called "Mario & Luigi's".[2] Miyamoto observed that the word ruiji means "similar" in the Japanese language, and that Luigi was designed to have the same size, shape and gameplay of Mario.[3]
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While Mario was originally portrayed as a carpenter in Donkey Kong, the duo of Mario and Luigi in Mario Bros. were styled as Italian plumbers by Miyamoto, on the suggestion of a colleague.[4] Software constraints of the time—similar to those that gave Mario his distinctive look in Donkey Kong—meant Luigi's first appearance was restricted to a simple palette swap of Mario designed to represent the second player. Graphically and in terms of gameplay, the characters were completely identical, except for their color schemes;[5] the green color scheme adopted for Luigi remained one of his defining physical characteristics in subsequent releases.
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|
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After the success of Mario Bros., Luigi was introduced to a wider audience in 1985 with the release of the console game Super Mario Bros. Once again his role was restricted to a palette swap of Mario, functioning as the second-player in a similar fashion to Mario Bros.. The later Japan-only version of Super Mario Bros. 2 in 1986 (later released in the west as Super Mario Bros.: The Lost Levels) marked the beginning of Luigi's development toward becoming a more distinguished character. As with his previous appearances, Luigi remained a palette swap of Mario; however, his movement was no longer identical. Luigi could now jump higher and farther than his brother, at the expense of movement response and precision.[6]
|
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While this version of Super Mario Bros. 2 was released in Japan, it was deemed to be too difficult for American audiences at the time.[4] In 1988, consequently, an alternative release was developed to serve as Super Mario Bros. 2 for western players (and later released in Japan as Super Mario USA); this version played a key role in shaping Luigi's current appearance.[4] The game was a conversion of Yume Kōjō: Doki Doki Panic, with the graphics altered to represent characters and scenes from the Mario franchise. In this release, the character of "Mama", who had the highest jump among the original cast, served as the template for Luigi, resulting in his taller, thinner look, combined with his Marioesque outfit and ubiquitous green color scheme. There were earlier appearances of Luigi being taller than Mario: in the 1988 Famicom Disk System game Famicom Grand Prix II: 3D Hot Rally and earlier, in a very rare 1986 anime Super Mario Bros.: Peach-Hime Kyushutsu Dai Sakusen! (though in the anime he wore a yellow shirt and the color of his hat and overalls were blue). Promotional artwork for Super Mario Bros. 3 and Super Mario World depicts Luigi with this new look, but the actual games did not adapt this different character design in-game until the 1992 game Super Mario Kart. Luigi's distinctive appearance from the Yume Kōjō: Doki Doki Panic-inspired version of Super Mario Bros. 2 has been used ever since, even for remakes of games in which he was originally a palette swap.
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Much like his appearance, Luigi's vocal portrayal has fluctuated over the years. In Mario Kart 64, which voiced many characters for the first time, some characters, including Luigi, had two different voices according to the region of the game: North American and European versions feature a low-pitched voice for Luigi, provided by Charles Martinet, who also voices Mario, Wario, Waluigi, and Toadsworth, whereas the Japanese version uses a high-pitched, falsetto voice, provided by (then French translator at Nintendo) Julien Bardakoff. All versions of Mario Party feature Bardakoff's high-pitched clips from Mario Kart 64. Luigi retained this higher voice in Mario Party 2. In Mario Golf, Mario Tennis, and Mario Party 3, his voice returned to a lower state. Since then, with the exceptions of Mario Kart: Super Circuit and Super Smash Bros. Melee, Luigi has consistently had a medium-pitched voice. In Mario Kart: Super Circuit, Luigi's voice was the same high voice from the Japanese Mario Kart 64. In Super Smash Bros. and Super Smash Bros. Melee, Luigi's voice is made up of clips from Mario's voice taken from Super Mario 64, with raised pitches. In Super Smash Bros. Brawl and subsequent instalments in the Super Smash Bros. series, he has his own voice (which is medium-pitched) instead of a pitched-up version of Mario's.
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|
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Luigi is portrayed as the taller, younger brother of Mario, and he is usually seen dressed in a green shirt with dark blue overalls and a green hat with an L insigma.[7] Although Luigi is a plumber,[7] like his brother, other facets of his personality vary from game to game. Luigi always seems nervous and timid but is good-natured and not as quick to anger as his more famous brother. A baby version of the character named Baby Luigi debuted in Super Mario World 2: Yoshi's Island, who is held captive by Kamek. He also appeared in Mario & Luigi: Partners in Time as a playable character along with Baby Mario. He is voiced by Charles Martinet, just like his adult self. Being the younger twin of Mario, Luigi is presumed to be also 24–25[failed verification] years old.[8]
|
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While it has not been made official, Daisy may be Luigi's romantic interest. They were a romantic couple in the Super Mario Bros. film[citation needed] and in Mario Kart Wii they are seen in statue dancing together. She was his caddy in NES Open Tournament Golf[9] as Peach was to Mario. Also on Daisy's trophy in Super Smash Bros. Melee, it says that she is possibly Luigi's answer to Mario's Peach.[10]
|
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|
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Nintendo did not initially give Luigi a surname. The first notable use of "Luigi Mario" was in the 1993 live-action film adaptation. In September 2015, at the Super Mario Bros. 30th Anniversary festival, Miyamoto stated that Mario's full name was Mario Mario. Consequently, this indirectly confirms Luigi's full name as Luigi Mario.[11][12]
|
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|
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Luigi's first appearance was in the 1983 arcade game Mario Bros.[7] as the character controlled by the second player. He retained this role in Wrecking Crew. He later appeared in Super Mario Bros.[7] for the NES, and again in Super Mario Bros.: The Lost Levels, Super Mario Bros. 2, Super Mario Bros. 3, and Super Mario World. Super Mario Bros. 2 introduced Luigi as the taller of the two brothers, as well as the better jumper. Super Mario Bros. 3, and Super Mario World returned to featuring Luigi as a reskinned Mario. He made a minor appearance in his baby form in Super Mario World 2: Yoshi's Island. Luigi was conspicuously absent in Super Mario 64 and Super Mario Sunshine. However, the Nintendo DS remake of Super Mario 64 features him as a playable character alongside Mario, Yoshi, and Wario. He received his own starring role in the GameCube game Luigi's Mansion, where he wins a mansion from a contest he never entered, and saves Mario from King Boo. Luigi's Mansion has cultivated such a cult following that Nintendo made a sequel to the game nearly a decade after the original game's release date. The sequel is called Luigi's Mansion: Dark Moon and is playable on the Nintendo 3DS.[13] He reprised his role in the third game, Luigi's Mansion 3, on Nintendo Switch.
|
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|
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Luigi has been associated with the more difficult second acts of multiple Super Mario games.[14] These include The Lost Levels, Super Mario Galaxy 2, New Super Luigi U and the new game plus in Super Mario 3D Land, which offer more challenging elaborations on their respective predecessors and allow the player to use Luigi as the main character, in whom reduced friction and higher jumping is consistent in all of these games. Luigi became playable in the Nintendo DS game New Super Mario Bros. as a hidden character, and as a hidden character in the Wii game Super Mario Galaxy. In its sequel, Super Mario Galaxy 2, the player can switch out for Luigi throughout the game.[15] He also appears as a playable character in New Super Mario Bros. Wii, where four players can play at once cooperatively as Mario, Luigi, and two Toads. He also appears in Super Mario 3D Land as a playable character as well as New Super Mario Bros. 2 and New Super Mario Bros. U, the latter having a DLC mode, where he is the main character, called New Super Luigi U. It has levels altered to his specific play abilities, including higher jumping. The DLC is also available as a standalone retail version. Luigi also appeared in Super Mario 3D World along with his brother, Peach, Rosalina and Toad.
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Luigi appears in many of the Mario spin-offs, including Mario Kart, Mario Party, and all of the Mario sports titles. He also appears in all five instalments of the Super Smash Bros. series; in the first three installments and Ultimate, he is an unlockable character.
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Luigi has appeared in every Mario role-playing game. While he originally made a cameo appearance in the end credits of Super Mario RPG, he appears more prominently in the Paper Mario series. He is a non-playable character in the original Paper Mario. In the sequel Paper Mario: The Thousand-Year Door, he appears yet again as a non-playable character, going on a separate adventure from Mario's. Super Paper Mario features him as a playable character after he is initially brainwashed into working for the antagonist under the name "Mr. L." In Paper Mario: Sticker Star and Paper Mario: Color Splash, Luigi plays a minor role and can be found in the background of certain levels for a coin reward. In Color Splash, Luigi appears at the end of the game driving a kart and helps Mario reach Bowser's Castle. In Paper Mario: The Origami King, he once again helps Mario by retrieving the keys of Peach's Castle himself.[16] The Mario & Luigi series features Luigi as a main protagonist; the events of the games focus on him and his brother Mario. He has appeared in all seven Mario & Luigi games.
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Luigi made his animated debut in the 1986 film Super Mario Bros.: The Great Mission to Save Princess Peach!. In the film, he was voiced by Yū Mizushima and had a different color scheme than he has today, sporting a blue cap, blue overalls, and a yellow shirt. This was because he was not yet given a consistent color scheme. In the film, Luigi was very greedy and even left Mario at one point to look for coins. He was also a little more serious than his brother Mario, who constantly daydreamed about Princess Peach, although he was not as brave as Mario.[citation needed]
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Luigi later made an appearance in the third of a trilogy of OVAs entitled Amada Anime Series: Super Mario Bros. released in 1989, in which the Mario characters acted out the story of Snow White. He appears at the end of the video to save Mario and Peach from the Wicked Queen, portrayed by Koopa.
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Luigi regularly appeared in The Super Mario Bros. Super Show!, airing from 1989 to 1990, which cast Danny Wells as both his live-action portrayal and voice. Like his brother, Luigi's voice actor changed in later cartoons, in his case to Tony Rosato. Even though he was not the starring character in the show, Luigi appeared in all 91 episodes of the three DiC Mario cartoons, in one of which his brother himself did not appear ("Life's Ruff" from The Adventures of Super Mario Bros. 3).
|
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Luigi played a different role in the Super Mario Bros. film, where he was portrayed by John Leguizamo.[17] He is depicted as a more easy-going character in contrast to the cynical Mario, portrayed by Bob Hoskins.[17] In the film, Luigi is not Mario's twin, but is much younger to the point that Mario is said to have been like a surrogate father to him since their parents' deaths, and his romantic relationship with Daisy is one of the film's main plot elements.
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|
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Luigi has also appeared in several Robot Chicken sketches, always alongside Mario.[citation needed] In one sketch, he and Mario accidentally appear in Vice City, from the Grand Theft Auto series, while another features them competing in a Cannonball Run-styled car race.[citation needed]
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In 2015, game designer Josh Millard released Ennuigi which relates the story of Luigi's inability to come to terms with the lack of narrative in the original Super Mario Bros.[18][19][20] Reception regarding Luigi's character in Ennuigi ranged from "depressed,"[21] "laconic,"[22] "perpetually miserable,"[23] to "an angsty teenager who just finished writing a book report about Albert Camus' The Stranger."[19] In a Reddit thread, Millard commented "I [...] think it's a pretty weird implied narrative once you step back and look at it, and enjoyed funneling some thoughts about all that into a recharacterization of Luigi as a guy who's as legitimately confused and distressed by his strange life as you'd expect a person to be once removed from the bubble of cartoony context of the franchise."[24]
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On March 19, 2013, Nintendo began the Year of Luigi. This included a year of Luigi-themed games like Luigi's Mansion: Dark Moon, Dr. Luigi, Mario & Luigi: Dream Team, and New Super Luigi U. A Luigi's Mansion statue was released on Club Nintendo. On March 19, 2014, the Year of Luigi ended.[25]
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On October 4, 2019, Nintendo declared that the entire month of October would be the Month of Luigi. This was done to celebrate Luigi's Mansion 3, which was released on October 31, 2019. The Month of Luigi ended on November 1, 2019.[26]
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Since his appearance in Super Mario Bros., Luigi has received highly positive reception. Nintendo Power listed Luigi as their fifth favourite hero, citing his dependability while describing him as being an underdog. They also listed him as having one of the best mustaches.[27] GameDaily listed the "neglected guy" as one of their top 25 video game archetypes, citing Luigi as an example and stating that he lacks the charisma of his older brother Mario and that he should get another starring role.[28] They also listed Luigi's Poltergust 3000 from Luigi's Mansion as one of the top 25 Nintendo gimmicks.[29] UGO Networks ranked Luigi at No. 16 on their "25 Most Memorable Italians in Video Games" list, ranking him over Mario himself.[30]
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Luigi has been featured in many "Top Sidekicks" lists. Machinima placed Luigi as the best sidekick on gaming on their "Top 10 Sidekicks in Gaming" list.[31] He was also listed as the best sidekick in video games by Maximum PC.[32] IGN ranked him second on their top 10 list, commenting "No pair illustrates brotherly love like Mario and Luigi".[33] Maxim listed Luigi as the second most underrated sidekick, behind Waylon Smithers.[34]
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Light or visible light is electromagnetic radiation within the portion of the electromagnetic spectrum that can be perceived by the human eye.[1] Visible light is usually defined as having wavelengths in the range of 400–700 nanometers (nm), or 4.00 × 10−7 to 7.00 × 10−7 m, between the infrared (with longer wavelengths) and the ultraviolet (with shorter wavelengths).[2][3] This wavelength means a frequency range of roughly 430–750 terahertz (THz).
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The main source of light on Earth is the Sun. Sunlight provides the energy that green plants use to create sugars mostly in the form of starches, which release energy into the living things that digest them. This process of photosynthesis provides virtually all the energy used by living things. Historically, another important source of light for humans has been fire, from ancient campfires to modern kerosene lamps. With the development of electric lights and power systems, electric lighting has effectively replaced firelight. Some species of animals generate their own light, a process called bioluminescence. For example, fireflies use light to locate mates, and vampire squids use it to hide themselves from prey.
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The primary properties of visible light are intensity, propagation direction, frequency or wavelength spectrum, and polarization, while its speed in a vacuum, 299,792,458 meters per second, is one of the fundamental constants of nature. Visible light, as with all types of electromagnetic radiation (EMR), is experimentally found to always move at this speed in a vacuum.[4]
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In physics, the term light sometimes refers to electromagnetic radiation of any wavelength, whether visible or not.[5][6] In this sense, gamma rays, X-rays, microwaves and radio waves are also light. Like all types of EM radiation, visible light propagates as waves. However, the energy imparted by the waves is absorbed at single locations the way particles are absorbed. The absorbed energy of the EM waves is called a photon, and represents the quanta of light. When a wave of light is transformed and absorbed as a photon, the energy of the wave instantly collapses to a single location, and this location is where the photon "arrives." This is what is called the wave function collapse. This dual wave-like and particle-like nature of light is known as the wave–particle duality. The study of light, known as optics, is an important research area in modern physics.
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Generally, EM radiation (the designation "radiation" excludes static electric, magnetic, and near fields), or EMR, is classified by wavelength into radio waves, microwaves, infrared, the visible spectrum that we perceive as light, ultraviolet, X-rays, and gamma rays.
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The behavior of EMR depends on its wavelength. Higher frequencies have shorter wavelengths, and lower frequencies have longer wavelengths. When EMR interacts with single atoms and molecules, its behavior depends on the amount of energy per quantum it carries.
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EMR in the visible light region consists of quanta (called photons) that are at the lower end of the energies that are capable of causing electronic excitation within molecules, which leads to changes in the bonding or chemistry of the molecule. At the lower end of the visible light spectrum, EMR becomes invisible to humans (infrared) because its photons no longer have enough individual energy to cause a lasting molecular change (a change in conformation) in the visual molecule retinal in the human retina, which change triggers the sensation of vision.
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There exist animals that are sensitive to various types of infrared, but not by means of quantum-absorption. Infrared sensing in snakes depends on a kind of natural thermal imaging, in which tiny packets of cellular water are raised in temperature by the infrared radiation. EMR in this range causes molecular vibration and heating effects, which is how these animals detect it.
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Above the range of visible light, ultraviolet light becomes invisible to humans, mostly because it is absorbed by the cornea below 360 nm and the internal lens below 400 nm. Furthermore, the rods and cones located in the retina of the human eye cannot detect the very short (below 360 nm) ultraviolet wavelengths and are in fact damaged by ultraviolet. Many animals with eyes that do not require lenses (such as insects and shrimp) are able to detect ultraviolet, by quantum photon-absorption mechanisms, in much the same chemical way that humans detect visible light.
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Various sources define visible light as narrowly as 420–680 nm[7][8] to as broadly as 380–800 nm.[9][10] Under ideal laboratory conditions, people can see infrared up to at least 1050 nm;[11] children and young adults may perceive ultraviolet wavelengths down to about 310–313 nm.[12][13][14]
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Plant growth is also affected by the color spectrum of light, a process known as photomorphogenesis.
|
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The speed of light in a vacuum is defined to be exactly 299,792,458 m/s (approx. 186,282 miles per second). The fixed value of the speed of light in SI units results from the fact that the meter is now defined in terms of the speed of light. All forms of electromagnetic radiation move at exactly this same speed in vacuum.
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Different physicists have attempted to measure the speed of light throughout history. Galileo attempted to measure the speed of light in the seventeenth century. An early experiment to measure the speed of light was conducted by Ole Rømer, a Danish physicist, in 1676. Using a telescope, Rømer observed the motions of Jupiter and one of its moons, Io. Noting discrepancies in the apparent period of Io's orbit, he calculated that light takes about 22 minutes to traverse the diameter of Earth's orbit.[15] However, its size was not known at that time. If Rømer had known the diameter of the Earth's orbit, he would have calculated a speed of 227,000,000 m/s.
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Another more accurate measurement of the speed of light was performed in Europe by Hippolyte Fizeau in 1849. Fizeau directed a beam of light at a mirror several kilometers away. A rotating cog wheel was placed in the path of the light beam as it traveled from the source, to the mirror and then returned to its origin. Fizeau found that at a certain rate of rotation, the beam would pass through one gap in the wheel on the way out and the next gap on the way back. Knowing the distance to the mirror, the number of teeth on the wheel, and the rate of rotation, Fizeau was able to calculate the speed of light as 313,000,000 m/s.
|
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Léon Foucault carried out an experiment which used rotating mirrors to obtain a value of 298,000,000 m/s in 1862. Albert A. Michelson conducted experiments on the speed of light from 1877 until his death in 1931. He refined Foucault's methods in 1926 using improved rotating mirrors to measure the time it took light to make a round trip from Mount Wilson to Mount San Antonio in California. The precise measurements yielded a speed of 299,796,000 m/s.[16]
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The effective velocity of light in various transparent substances containing ordinary matter, is less than in vacuum. For example, the speed of light in water is about 3/4 of that in vacuum.
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Two independent teams of physicists were said to bring light to a "complete standstill" by passing it through a Bose–Einstein condensate of the element rubidium, one team at Harvard University and the Rowland Institute for Science in Cambridge, Massachusetts, and the other at the Harvard–Smithsonian Center for Astrophysics, also in Cambridge.[17] However, the popular description of light being "stopped" in these experiments refers only to light being stored in the excited states of atoms, then re-emitted at an arbitrary later time, as stimulated by a second laser pulse. During the time it had "stopped" it had ceased to be light.
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The study of light and the interaction of light and matter is termed optics. The observation and study of optical phenomena such as rainbows and the aurora borealis offer many clues as to the nature of light.
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Refraction is the bending of light rays when passing through a surface between one transparent material and another. It is described by Snell's Law:
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where θ1 is the angle between the ray and the surface normal in the first medium, θ2 is the angle between the ray and the surface normal in the second medium, and n1 and n2 are the indices of refraction, n = 1 in a vacuum and n > 1 in a transparent substance.
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When a beam of light crosses the boundary between a vacuum and another medium, or between two different media, the wavelength of the light changes, but the frequency remains constant. If the beam of light is not orthogonal (or rather normal) to the boundary, the change in wavelength results in a change in the direction of the beam. This change of direction is known as refraction.
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The refractive quality of lenses is frequently used to manipulate light in order to change the apparent size of images. Magnifying glasses, spectacles, contact lenses, microscopes and refracting telescopes are all examples of this manipulation.
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There are many sources of light. A body at a given temperature emits a characteristic spectrum of black-body radiation. A simple thermal source is sunlight, the radiation emitted by the chromosphere of the Sun at around 6,000 kelvins (5,730 degrees Celsius; 10,340 degrees Fahrenheit) peaks in the visible region of the electromagnetic spectrum when plotted in wavelength units[18] and roughly 44% of sunlight energy that reaches the ground is visible.[19] Another example is incandescent light bulbs, which emit only around 10% of their energy as visible light and the remainder as infrared. A common thermal light source in history is the glowing solid particles in flames, but these also emit most of their radiation in the infrared, and only a fraction in the visible spectrum.
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The peak of the black-body spectrum is in the deep infrared, at about 10 micrometre wavelength, for relatively cool objects like human beings. As the temperature increases, the peak shifts to shorter wavelengths, producing first a red glow, then a white one, and finally a blue-white color as the peak moves out of the visible part of the spectrum and into the ultraviolet. These colors can be seen when metal is heated to "red hot" or "white hot". Blue-white thermal emission is not often seen, except in stars (the commonly seen pure-blue color in a gas flame or a welder's torch is in fact due to molecular emission, notably by CH radicals (emitting a wavelength band around 425 nm, and is not seen in stars or pure thermal radiation).
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Atoms emit and absorb light at characteristic energies. This produces "emission lines" in the spectrum of each atom. Emission can be spontaneous, as in light-emitting diodes, gas discharge lamps (such as neon lamps and neon signs, mercury-vapor lamps, etc.), and flames (light from the hot gas itself—so, for example, sodium in a gas flame emits characteristic yellow light). Emission can also be stimulated, as in a laser or a microwave maser.
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Deceleration of a free charged particle, such as an electron, can produce visible radiation: cyclotron radiation, synchrotron radiation, and bremsstrahlung radiation are all examples of this. Particles moving through a medium faster than the speed of light in that medium can produce visible Cherenkov radiation. Certain chemicals produce visible radiation by chemoluminescence. In living things, this process is called bioluminescence. For example, fireflies produce light by this means, and boats moving through water can disturb plankton which produce a glowing wake.
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Certain substances produce light when they are illuminated by more energetic radiation, a process known as fluorescence. Some substances emit light slowly after excitation by more energetic radiation. This is known as phosphorescence. Phosphorescent materials can also be excited by bombarding them with subatomic particles. Cathodoluminescence is one example. This mechanism is used in cathode ray tube television sets and computer monitors.
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Certain other mechanisms can produce light:
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When the concept of light is intended to include very-high-energy photons (gamma rays), additional generation mechanisms include:
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Light is measured with two main alternative sets of units: radiometry consists of measurements of light power at all wavelengths, while photometry measures light with wavelength weighted with respect to a standardized model of human brightness perception. Photometry is useful, for example, to quantify Illumination (lighting) intended for human use. The SI units for both systems are summarized in the following tables.
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The photometry units are different from most systems of physical units in that they take into account how the human eye responds to light. The cone cells in the human eye are of three types which respond differently across the visible spectrum, and the cumulative response peaks at a wavelength of around 555 nm. Therefore, two sources of light which produce the same intensity (W/m2) of visible light do not necessarily appear equally bright. The photometry units are designed to take this into account, and therefore are a better representation of how "bright" a light appears to be than raw intensity. They relate to raw power by a quantity called luminous efficacy, and are used for purposes like determining how to best achieve sufficient illumination for various tasks in indoor and outdoor settings. The illumination measured by a photocell sensor does not necessarily correspond to what is perceived by the human eye, and without filters which may be costly, photocells and charge-coupled devices (CCD) tend to respond to some infrared, ultraviolet or both.
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Light exerts physical pressure on objects in its path, a phenomenon which can be deduced by Maxwell's equations, but can be more easily explained by the particle nature of light: photons strike and transfer their momentum. Light pressure is equal to the power of the light beam divided by c, the speed of light. Due to the magnitude of c, the effect of light pressure is negligible for everyday objects. For example, a one-milliwatt laser pointer exerts a force of about 3.3 piconewtons on the object being illuminated; thus, one could lift a U.S. penny with laser pointers, but doing so would require about 30 billion 1-mW laser pointers.[20] However, in nanometre-scale applications such as nanoelectromechanical systems (NEMS), the effect of light pressure is more significant, and exploiting light pressure to drive NEMS mechanisms and to flip nanometre-scale physical switches in integrated circuits is an active area of research.[21] At larger scales, light pressure can cause asteroids to spin faster,[22] acting on their irregular shapes as on the vanes of a windmill. The possibility of making solar sails that would accelerate spaceships in space is also under investigation.[23][24]
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Although the motion of the Crookes radiometer was originally attributed to light pressure, this interpretation is incorrect; the characteristic Crookes rotation is the result of a partial vacuum.[25] This should not be confused with the Nichols radiometer, in which the (slight) motion caused by torque (though not enough for full rotation against friction) is directly caused by light pressure.[26]
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As a consequence of light pressure, Einstein[27] in 1909 predicted the existence of "radiation friction" which would oppose the movement of matter. He wrote, "radiation will exert pressure on both sides of the plate. The forces of pressure exerted on the two sides are equal if the plate is at rest. However, if it is in motion, more radiation will be reflected on the surface that is ahead during the motion (front surface) than on the back surface. The backwardacting force of pressure exerted on the front surface is thus larger than the force of pressure acting on the back. Hence, as the resultant of the two forces, there remains a force that counteracts the motion of the plate and that increases with the velocity of the plate. We will call this resultant 'radiation friction' in brief."
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Usually light momentum is aligned with its direction of motion. However, for example in evanescent waves momentum is transverse to direction of propagation.[28]
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In the fifth century BC, Empedocles postulated that everything was composed of four elements; fire, air, earth and water. He believed that Aphrodite made the human eye out of the four elements and that she lit the fire in the eye which shone out from the eye making sight possible. If this were true, then one could see during the night just as well as during the day, so Empedocles postulated an interaction between rays from the eyes and rays from a source such as the sun.[29]
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In about 300 BC, Euclid wrote Optica, in which he studied the properties of light. Euclid postulated that light travelled in straight lines and he described the laws of reflection and studied them mathematically. He questioned that sight is the result of a beam from the eye, for he asks how one sees the stars immediately, if one closes one's eyes, then opens them at night. If the beam from the eye travels infinitely fast this is not a problem.[30]
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In 55 BC, Lucretius, a Roman who carried on the ideas of earlier Greek atomists, wrote that "The light & heat of the sun; these are composed of minute atoms which, when they are shoved off, lose no time in shooting right across the interspace of air in the direction imparted by the shove." (from On the nature of the Universe). Despite being similar to later particle theories, Lucretius's views were not generally accepted. Ptolemy (c. 2nd century) wrote about the refraction of light in his book Optics.[31]
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In ancient India, the Hindu schools of Samkhya and Vaisheshika, from around the early centuries AD developed theories on light. According to the Samkhya school, light is one of the five fundamental "subtle" elements (tanmatra) out of which emerge the gross elements. The atomicity of these elements is not specifically mentioned and it appears that they were actually taken to be continuous.[32]
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On the other hand, the Vaisheshika school gives an atomic theory of the physical world on the non-atomic ground of ether, space and time. (See Indian atomism.) The basic atoms are those of earth (prthivi), water (pani), fire (agni), and air (vayu) Light rays are taken to be a stream of high velocity of tejas (fire) atoms. The particles of light can exhibit different characteristics depending on the speed and the arrangements of the tejas atoms.[citation needed]
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The Vishnu Purana refers to sunlight as "the seven rays of the sun".[32]
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The Indian Buddhists, such as Dignāga in the 5th century and Dharmakirti in the 7th century, developed a type of atomism that is a philosophy about reality being composed of atomic entities that are momentary flashes of light or energy. They viewed light as being an atomic entity equivalent to energy.[32]
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René Descartes (1596–1650) held that light was a mechanical property of the luminous body, rejecting the "forms" of Ibn al-Haytham and Witelo as well as the "species" of Bacon, Grosseteste, and Kepler.[33] In 1637 he published a theory of the refraction of light that assumed, incorrectly, that light travelled faster in a denser medium than in a less dense medium. Descartes arrived at this conclusion by analogy with the behaviour of sound waves.[citation needed] Although Descartes was incorrect about the relative speeds, he was correct in assuming that light behaved like a wave and in concluding that refraction could be explained by the speed of light in different media.
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Descartes is not the first to use the mechanical analogies but because he clearly asserts that light is only a mechanical property of the luminous body and the transmitting medium, Descartes' theory of light is regarded as the start of modern physical optics.[33]
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Pierre Gassendi (1592–1655), an atomist, proposed a particle theory of light which was published posthumously in the 1660s. Isaac Newton studied Gassendi's work at an early age, and preferred his view to Descartes' theory of the plenum. He stated in his Hypothesis of Light of 1675 that light was composed of corpuscles (particles of matter) which were emitted in all directions from a source. One of Newton's arguments against the wave nature of light was that waves were known to bend around obstacles, while light travelled only in straight lines. He did, however, explain the phenomenon of the diffraction of light (which had been observed by Francesco Grimaldi) by allowing that a light particle could create a localised wave in the aether.
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Newton's theory could be used to predict the reflection of light, but could only explain refraction by incorrectly assuming that light accelerated upon entering a denser medium because the gravitational pull was greater. Newton published the final version of his theory in his Opticks of 1704. His reputation helped the particle theory of light to hold sway during the 18th century. The particle theory of light led Laplace to argue that a body could be so massive that light could not escape from it. In other words, it would become what is now called a black hole. Laplace withdrew his suggestion later, after a wave theory of light became firmly established as the model for light (as has been explained, neither a particle or wave theory is fully correct). A translation of Newton's essay on light appears in The large scale structure of space-time, by Stephen Hawking and George F. R. Ellis.
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The fact that light could be polarized was for the first time qualitatively explained by Newton using the particle theory. Étienne-Louis Malus in 1810 created a mathematical particle theory of polarization. Jean-Baptiste Biot in 1812 showed that this theory explained all known phenomena of light polarization. At that time the polarization was considered as the proof of the particle theory.
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To explain the origin of colors, Robert Hooke (1635–1703) developed a "pulse theory" and compared the spreading of light to that of waves in water in his 1665 work Micrographia ("Observation IX"). In 1672 Hooke suggested that light's vibrations could be perpendicular to the direction of propagation. Christiaan Huygens (1629–1695) worked out a mathematical wave theory of light in 1678, and published it in his Treatise on light in 1690. He proposed that light was emitted in all directions as a series of waves in a medium called the Luminiferous ether. As waves are not affected by gravity, it was assumed that they slowed down upon entering a denser medium.[34]
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The wave theory predicted that light waves could interfere with each other like sound waves (as noted around 1800 by Thomas Young). Young showed by means of a diffraction experiment that light behaved as waves. He also proposed that different colors were caused by different wavelengths of light, and explained color vision in terms of three-colored receptors in the eye. Another supporter of the wave theory was Leonhard Euler. He argued in Nova theoria lucis et colorum (1746) that diffraction could more easily be explained by a wave theory. In 1816 André-Marie Ampère gave Augustin-Jean Fresnel an idea that the polarization of light can be explained by the wave theory if light were a transverse wave.[35]
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Later, Fresnel independently worked out his own wave theory of light, and presented it to the Académie des Sciences in 1817. Siméon Denis Poisson added to Fresnel's mathematical work to produce a convincing argument in favor of the wave theory, helping to overturn Newton's corpuscular theory.[dubious – discuss] By the year 1821, Fresnel was able to show via mathematical methods that polarization could be explained by the wave theory of light if and only if light was entirely transverse, with no longitudinal vibration whatsoever.[citation needed]
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The weakness of the wave theory was that light waves, like sound waves, would need a medium for transmission. The existence of the hypothetical substance luminiferous aether proposed by Huygens in 1678 was cast into strong doubt in the late nineteenth century by the Michelson–Morley experiment.
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Newton's corpuscular theory implied that light would travel faster in a denser medium, while the wave theory of Huygens and others implied the opposite. At that time, the speed of light could not be measured accurately enough to decide which theory was correct. The first to make a sufficiently accurate measurement was Léon Foucault, in 1850.[36] His result supported the wave theory, and the classical particle theory was finally abandoned, only to partly re-emerge in the 20th century.
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In 1845, Michael Faraday discovered that the plane of polarization of linearly polarized light is rotated when the light rays travel along the magnetic field direction in the presence of a transparent dielectric, an effect now known as Faraday rotation.[37] This was the first evidence that light was related to electromagnetism. In 1846 he speculated that light might be some form of disturbance propagating along magnetic field lines.[37] Faraday proposed in 1847 that light was a high-frequency electromagnetic vibration, which could propagate even in the absence of a medium such as the ether.[38]
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Faraday's work inspired James Clerk Maxwell to study electromagnetic radiation and light. Maxwell discovered that self-propagating electromagnetic waves would travel through space at a constant speed, which happened to be equal to the previously measured speed of light. From this, Maxwell concluded that light was a form of electromagnetic radiation: he first stated this result in 1862 in On Physical Lines of Force. In 1873, he published A Treatise on Electricity and Magnetism, which contained a full mathematical description of the behavior of electric and magnetic fields, still known as Maxwell's equations. Soon after, Heinrich Hertz confirmed Maxwell's theory experimentally by generating and detecting radio waves in the laboratory, and demonstrating that these waves behaved exactly like visible light, exhibiting properties such as reflection, refraction, diffraction, and interference. Maxwell's theory and Hertz's experiments led directly to the development of modern radio, radar, television, electromagnetic imaging, and wireless communications.
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In the quantum theory, photons are seen as wave packets of the waves described in the classical theory of Maxwell. The quantum theory was needed to explain effects even with visual light that Maxwell's classical theory could not (such as spectral lines).
|
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+
|
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In 1900 Max Planck, attempting to explain black-body radiation suggested that although light was a wave, these waves could gain or lose energy only in finite amounts related to their frequency. Planck called these "lumps" of light energy "quanta" (from a Latin word for "how much"). In 1905, Albert Einstein used the idea of light quanta to explain the photoelectric effect, and suggested that these light quanta had a "real" existence. In 1923 Arthur Holly Compton showed that the wavelength shift seen when low intensity X-rays scattered from electrons (so called Compton scattering) could be explained by a particle-theory of X-rays, but not a wave theory. In 1926 Gilbert N. Lewis named these light quanta particles photons.[39]
|
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|
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Eventually the modern theory of quantum mechanics came to picture light as (in some sense) both a particle and a wave, and (in another sense), as a phenomenon which is neither a particle nor a wave (which actually are macroscopic phenomena, such as baseballs or ocean waves). Instead, modern physics sees light as something that can be described sometimes with mathematics appropriate to one type of macroscopic metaphor (particles), and sometimes another macroscopic metaphor (water waves), but is actually something that cannot be fully imagined. As in the case for radio waves and the X-rays involved in Compton scattering, physicists have noted that electromagnetic radiation tends to behave more like a classical wave at lower frequencies, but more like a classical particle at higher frequencies, but never completely loses all qualities of one or the other. Visible light, which occupies a middle ground in frequency, can easily be shown in experiments to be describable using either a wave or particle model, or sometimes both.
|
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In February 2018, scientists reported, for the first time, the discovery of a new form of light, which may involve polaritons, that could be useful in the development of quantum computers.[40][41]
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1 |
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Architecture (Latin architectura, from the Greek ἀρχιτέκτων arkhitekton "architect", from ἀρχι- "chief" and τέκτων "creator") is both the process and the product of planning, designing, and constructing buildings or other structures.[3] Architectural works, in the material form of buildings, are often perceived as cultural symbols and as works of art. Historical civilizations are often identified with their surviving architectural achievements.[4]
|
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|
7 |
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Architecture can mean:
|
8 |
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|
9 |
+
The philosophy of architecture is a branch of philosophy of art, dealing with aesthetic value of architecture, its semantics and relations with development of culture. Many philosophers and theoreticians frome Plato to Michel Foucault, Gilles Deleuze, Robert Venturi and Ludwig Wittgenstein have concerned themselves with the nature of architecture and whether or not architecture is distinguished from building.[8]
|
10 |
+
|
11 |
+
The earliest surviving written work on the subject of architecture is De architectura by the Roman architect Vitruvius in the early 1st century AD.[9] According to Vitruvius, a good building should satisfy the three principles of firmitas, utilitas, venustas,[10][11] commonly known by the original translation – firmness, commodity and delight. An equivalent in modern English would be:
|
12 |
+
|
13 |
+
According to Vitruvius, the architect should strive to fulfill each of these three attributes as well as possible. Leon Battista Alberti, who elaborates on the ideas of Vitruvius in his treatise, De re aedificatoria, saw beauty primarily as a matter of proportion, although ornament also played a part. For Alberti, the rules of proportion were those that governed the idealised human figure, the Golden mean.
|
14 |
+
|
15 |
+
The most important aspect of beauty was, therefore, an inherent part of an object, rather than something applied superficially, and was based on universal, recognisable truths. The notion of style in the arts was not developed until the 16th century, with the writing of Vasari.[12] By the 18th century, his Lives of the Most Excellent Painters, Sculptors, and Architects had been translated into Italian, French, Spanish, and English.
|
16 |
+
|
17 |
+
In the early 19th century, Augustus Welby Northmore Pugin wrote Contrasts (1836) that, as the titled suggested, contrasted the modern, industrial world, which he disparaged, with an idealized image of neo-medieval world. Gothic architecture, Pugin believed, was the only "true Christian form of architecture."
|
18 |
+
|
19 |
+
The 19th-century English art critic, John Ruskin, in his Seven Lamps of Architecture, published 1849, was much narrower in his view of what constituted architecture. Architecture was the "art which so disposes and adorns the edifices raised by men ... that the sight of them" contributes "to his mental health, power, and pleasure".[13] For Ruskin, the aesthetic was of overriding significance. His work goes on to state that a building is not truly a work of architecture unless it is in some way "adorned". For Ruskin, a well-constructed, well-proportioned, functional building needed string courses or rustication, at the very least.[13]
|
20 |
+
|
21 |
+
On the difference between the ideals of architecture and mere construction, the renowned 20th-century architect Le Corbusier wrote: "You employ stone, wood, and concrete, and with these materials you build houses and palaces: that is construction. Ingenuity is at work. But suddenly you touch my heart, you do me good. I am happy and I say: This is beautiful. That is Architecture".[14]
|
22 |
+
|
23 |
+
Le Corbusier's contemporary Ludwig Mies van der Rohe said "Architecture starts when you carefully put two bricks together. There it begins."[15]
|
24 |
+
|
25 |
+
The notable 19th-century architect of skyscrapers, Louis Sullivan, promoted an overriding precept to architectural design: "Form follows function".
|
26 |
+
|
27 |
+
While the notion that structural and aesthetic considerations should be entirely subject to functionality was met with both popularity and skepticism, it had the effect of introducing the concept of "function" in place of Vitruvius' "utility". "Function" came to be seen as encompassing all criteria of the use, perception and enjoyment of a building, not only practical but also aesthetic, psychological and cultural.
|
28 |
+
|
29 |
+
Nunzia Rondanini stated, "Through its aesthetic dimension architecture goes beyond the functional aspects that it has in common with other human sciences. Through its own particular way of expressing values, architecture can stimulate and influence social life without presuming that, in and of itself, it will promote social development.'
|
30 |
+
|
31 |
+
To restrict the meaning of (architectural) formalism to art for art's sake is not only reactionary; it can also be a purposeless quest for perfection or originality which degrades form into a mere instrumentality".[16]
|
32 |
+
|
33 |
+
Among the philosophies that have influenced modern architects and their approach to building design are Rationalism, Empiricism, Structuralism, Poststructuralism, Deconstruction and Phenomenology.
|
34 |
+
|
35 |
+
In the late 20th century a new concept was added to those included in the compass of both structure and function, the consideration of sustainability, hence sustainable architecture. To satisfy the contemporary ethos a building should be constructed in a manner which is environmentally friendly in terms of the production of its materials, its impact upon the natural and built environment of its surrounding area and the demands that it makes upon non-sustainable power sources for heating, cooling, water and waste management, and lighting.
|
36 |
+
|
37 |
+
Building first evolved out of the dynamics between needs (shelter, security, worship, etc.) and means (available building materials and attendant skills). As human cultures developed and knowledge began to be formalized through oral traditions and practices, building became a craft, and "architecture" is the name given to the most highly formalized and respected versions of that craft. It is widely assumed that architectural success was the product of a process of trial and error, with progressively less trial and more replication as the results of the process proved increasingly satisfactory. What is termed vernacular architecture continues to be produced in many parts of the world.
|
38 |
+
|
39 |
+
Vernacular architecture in Norway: wood and elevated-level
|
40 |
+
|
41 |
+
In Lesotho: rondavel stones.
|
42 |
+
|
43 |
+
Yola hut -Tagoat Co. Wexford Ireland
|
44 |
+
|
45 |
+
Early human settlements were mostly rural. Expending economies resulted in the creation of urban areas which in some cases grew and evolved very rapidly, such as that of Çatal Höyük in Anatolia and Mohenjo Daro of the Indus Valley Civilization in modern-day Pakistan.
|
46 |
+
|
47 |
+
Neolithic settlements and "cities" include Göbekli Tepe and Çatalhöyük in Turkey, Jericho in the Levant, Mehrgarh in Pakistan, Knap of Howar and Skara Brae, Orkney Islands, Scotland, and the Cucuteni-Trypillian culture settlements in Romania, Moldova and Ukraine.
|
48 |
+
|
49 |
+
In many ancient civilizations such as those of Egypt and Mesopotamia, architecture and urbanism reflected the constant engagement with the divine and the supernatural, and many ancient cultures resorted to monumentality in architecture to represent symbolically the political power of the ruler, the ruling elite, or the state itself.
|
50 |
+
|
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+
The architecture and urbanism of the Classical civilizations such as the Greek and the Roman evolved from civic ideals rather than religious or empirical ones and new building types emerged. Architectural "style" developed in the form of the Classical orders. Roman architecture was influenced by Greek architecture as they incorporated many Greek elements into their building practices.[17]
|
52 |
+
|
53 |
+
Texts on architecture have been written since ancient time. These texts provided both general advice and specific formal prescriptions or canons. Some examples of canons are found in the writings of the 1st-century BCE Roman Architect Vitruvius. Some of the most important early examples of canonic architecture are religious.
|
54 |
+
|
55 |
+
The Pyramids at Giza in Egypt
|
56 |
+
|
57 |
+
Mohenjo-daro, Pakistan
|
58 |
+
|
59 |
+
The Parthenon in Athens, Greece.
|
60 |
+
|
61 |
+
Roman aqueduct in Segovia, Spain.
|
62 |
+
|
63 |
+
The architecture of different parts of Asia developed along different lines from that of Europe; Buddhist, Hindu and Sikh architecture each having different characteristics. Indian and Chinese architecture have had great influence on the surrounding regions, while Japanese architecture has not. Buddhist architecture, in particular, showed great regional diversity. Hindu temple architecture, which developed from around the 5th century CE, is in theory governed by concepts laid down in the Shastras, and is concerned with expressing the macrocosm and the microcosm. In many Asian countries, pantheistic religion led to architectural forms that were designed specifically to enhance the natural landscape.
|
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+
|
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+
In many parts of Asia, even the grandest houses were relatively lightweight structures mainly using wood until recent times, and there are few survivals of great age. Buddhism was associated with a move to stone and brick religious structures, probably beginning as rock-cut architecture, which has often survived very well.
|
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+
|
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+
Early Asian writings on architecture include the Kao Gong Ji of China from the 7th–5th centuries BCE; the Shilpa Shastras of ancient India; Manjusri Vasthu Vidya Sastra of Sri Lanka and Araniko of Nepal .
|
68 |
+
|
69 |
+
Gyeongbokgung Palace in Seoul, South Korea.
|
70 |
+
|
71 |
+
Kinkaku-ji (Golden Pavilion), Kyoto, Japan.
|
72 |
+
|
73 |
+
Islamic architecture began in the 7th century CE, incorporating architectural forms from the ancient Middle East and Byzantium, but also developing features to suit the religious and social needs of the society. Examples can be found throughout the Middle East, Turkey, North Africa, the Indian Sub-continent and in parts of Europe, such as Spain, Albania, and the Balkan States, as the result of the expansion of the Ottoman Empire.
|
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+
[18][19]
|
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|
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+
Dome of the Rock, Jerusalem.
|
77 |
+
|
78 |
+
Taj Mahal in Agra, India.
|
79 |
+
|
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+
Alhambra, Granada, Spain.
|
81 |
+
|
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+
Shah Mosque in Isfahan, Iran
|
83 |
+
|
84 |
+
Stari Most, 16th-c. Ottoman bridge & UNESCO site in Mostar, Bosnia and Herzegovina.
|
85 |
+
|
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+
In Europe during the Medieval period, guilds were formed by craftsmen to organize their trades and written contracts have survived, particularly in relation to ecclesiastical buildings. The role of architect was usually one with that of master mason, or Magister lathomorum as they are sometimes described in contemporary documents.
|
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|
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The major architectural undertakings were the buildings of abbeys and cathedrals. From about 900 CE onward, the movements of both clerics and tradesmen carried architectural knowledge across Europe, resulting in the pan-European styles Romanesque and Gothic.
|
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+
|
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+
Also, a significant part of the Middle Ages architectural heritage is numerous fortifications across the continent. From Balkans to Spain, and from Malta to Estonia, these buildings represent an important part of European heritage.
|
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+
|
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+
Notre Dame de Paris, France.
|
93 |
+
|
94 |
+
The Tower of London, England.
|
95 |
+
|
96 |
+
Doge's Palace, Venice, Italy.
|
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+
|
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+
In Renaissance Europe, from about 1400 onwards, there was a revival of Classical learning accompanied by the development of Renaissance humanism, which placed greater emphasis on the role of the individual in society than had been the case during the Medieval period. Buildings were ascribed to specific architects – Brunelleschi, Alberti, Michelangelo, Palladio – and the cult of the individual had begun. There was still no dividing line between artist, architect and engineer, or any of the related vocations, and the appellation was often one of regional preference.
|
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|
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A revival of the Classical style in architecture was accompanied by a burgeoning of science and engineering, which affected the proportions and structure of buildings. At this stage, it was still possible for an artist to design a bridge as the level of structural calculations involved was within the scope of the generalist.
|
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|
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+
St. Peter's Basilica, Rome, Italy.
|
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|
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+
Palazzo Farnese, Rome, Italy.
|
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|
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Santa Maria Novella, Florence, Italy.
|
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|
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+
With the emerging knowledge in scientific fields and the rise of new materials and technology, architecture and engineering began to separate, and the architect began to concentrate on aesthetics and the humanist aspects, often at the expense of technical aspects of building design. There was also the rise of the "gentleman architect" who usually dealt with wealthy clients and concentrated predominantly on visual qualities derived usually from historical prototypes, typified by the many country houses of Great Britain that were created in the Neo Gothic or Scottish baronial styles.
|
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Formal architectural training in the 19th century, for example at École des Beaux-Arts in France, gave much emphasis to the production of beautiful drawings and little to context and feasibility.
|
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|
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Meanwhile, the Industrial Revolution laid open the door for mass production and consumption. Aesthetics became a criterion for the middle class as ornamented products, once within the province of expensive craftsmanship, became cheaper under machine production.
|
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|
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Vernacular architecture became increasingly ornamental. Housebuilders could use current architectural design in their work by combining features found in pattern books and architectural journals.
|
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+
|
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Palais Garnier, Paris, France.
|
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|
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Pont Alexandre III Paris, France.
|
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|
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Congeso Nacional Palace, Buenos Aires, Argentina.
|
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|
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Around the beginning of the 20th century, general dissatisfaction with the emphasis on revivalist architecture and elaborate decoration gave rise to many new lines of thought that served as precursors to Modern architecture. Notable among these is the Deutscher Werkbund, formed in 1907 to produce better quality machine-made objects. The rise of the profession of industrial design is usually placed here. Following this lead, the Bauhaus school, founded in Weimar, Germany in 1919, redefined the architectural bounds prior set throughout history, viewing the creation of a building as the ultimate synthesis—the apex—of art, craft, and technology.
|
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When modern architecture was first practised, it was an avant-garde movement with moral, philosophical, and aesthetic underpinnings. Immediately after World War I, pioneering modernist architects sought to develop a completely new style appropriate for a new post-war social and economic order, focused on meeting the needs of the middle and working classes. They rejected the architectural practice of the academic refinement of historical styles which served the rapidly declining aristocratic order. The approach of the Modernist architects was to reduce buildings to pure forms, removing historical references and ornament in favor of functional details. Buildings displayed their functional and structural elements, exposing steel beams and concrete surfaces instead of hiding them behind decorative forms. Architects such as Frank Lloyd Wright developed organic architecture, in which the form was defined by its environment and purpose, with an aim to promote harmony between human habitation and the natural world with prime examples being Robie House and Fallingwater.
|
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Architects such as Mies van der Rohe, Philip Johnson and Marcel Breuer worked to create beauty based on the inherent qualities of building materials and modern construction techniques, trading traditional historic forms for simplified geometric forms, celebrating the new means and methods made possible by the Industrial Revolution, including steel-frame construction, which gave birth to high-rise superstructures. Fazlur Rahman Khan's development of the tube structure was a technological break-through in building ever higher. By mid-century, Modernism had morphed into the International Style, an aesthetic epitomized in many ways by the Twin Towers of New York's World Trade Center designed by Minoru Yamasaki.
|
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|
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The Bauhaus school building in Dessau, Germany.
|
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|
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Guggenheim Museum, New York City, United States.
|
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Cathedral of Brasília, Brazil.
|
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Willis Tower, Chicago, United States
|
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Many architects resisted modernism, finding it devoid of the decorative richness of historical styles. As the first generation of modernists began to die after World War II, the second generation of architects including Paul Rudolph, Marcel Breuer, and Eero Saarinen tried to expand the aesthetics of modernism with Brutalism, buildings with expressive sculptural façades made of unfinished concrete. But an even new younger postwar generation critiqued modernism and Brutalism for being too austere, standardized, monotone, and not taking into account the richness of human experience offered in historical buildings across time and in different places and cultures.
|
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|
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One such reaction to the cold aesthetic of modernism and Brutalism is the school of metaphoric architecture, which includes such things as biomorphism and zoomorphic architecture, both using nature as the primary source of inspiration and design. While it is considered by some to be merely an aspect of postmodernism, others consider it to be a school in its own right and a later development of expressionist architecture.[20]
|
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Beginning in the late 1950s and 1960s, architectural phenomenology emerged as an important movement in the early reaction against modernism, with architects like Charles Moore in the United States, Christian Norberg-Schulz in Norway, and Ernesto Nathan Rogers and Vittorio Gregotti, Michele Valori, Bruno Zevi in Italy, who collectively popularized an interest in a new contemporary architecture aimed at expanding human experience using historical buildings as models and precedents.[21] Postmodernism produced a style that combined contemporary building technology and cheap materials, with the aesthetics of older pre-modern and non-modern styles, from high classical architecture to popular or vernacular regional building styles. Robert Venturi famously defined postmodern architecture as a "decorated shed" (an ordinary building which is functionally designed inside and embellished on the outside), and upheld it against modernist and brutalist "ducks" (buildings with unnecessarily expressive tectonic forms).[22]
|
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|
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The Dancing House, Prague, Czech Republic.
|
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Sydney Opera House, Australia.
|
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The Petronas Tower in Kuala Lumpur, Malaysia.
|
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Since the 1980s, as the complexity of buildings began to increase (in terms of structural systems, services, energy and technologies), the field of architecture became multi-disciplinary with specializations for each project type, technological expertise or project delivery methods. Moreover, there has been an increased separation of the 'design' architect [Notes 1] from the 'project' architect who ensures that the project meets the required standards and deals with matters of liability.[Notes 2] The preparatory processes for the design of any large building have become increasingly complicated, and require preliminary studies of such matters as durability, sustainability, quality, money, and compliance with local laws. A large structure can no longer be the design of one person but must be the work of many.
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Modernism and Postmodernism have been criticised by some members of the architectural profession who feel that successful architecture is not a personal, philosophical, or aesthetic pursuit by individualists; rather it has to consider everyday needs of people and use technology to create liveable environments, with the design process being informed by studies of behavioral, environmental, and social sciences.
|
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Environmental sustainability has become a mainstream issue, with a profound effect on the architectural profession. Many developers, those who support the financing of buildings, have become educated to encourage the facilitation of environmentally sustainable design, rather than solutions based primarily on immediate cost. Major examples of this can be found in passive solar building design, greener roof designs, biodegradable materials, and more attention to a structure's energy usage. This major shift in architecture has also changed architecture schools to focus more on the environment. There has been an acceleration in the number of buildings that seek to meet green building sustainable design principles. Sustainable practices that were at the core of vernacular architecture increasingly provide inspiration for environmentally and socially sustainable contemporary techniques.[23] The U.S. Green Building Council's LEED (Leadership in Energy and Environmental Design) rating system has been instrumental in this.[24][quantify]
|
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Concurrently, the recent movements of New Urbanism, metaphoric architecture and New Classical Architecture promote a sustainable approach towards construction that appreciates and develops smart growth, architectural tradition and classical design.[25][26] This in contrast to modernist and globally uniform architecture, as well as leaning against solitary housing estates and suburban sprawl.[27] Glass curtain walls, which were the hallmark of the ultra modern urban life in many countries surfaced even in developing countries like Nigeria where international styles had been represented since the mid 20th Century mostly because of the leanings of foreign-trained architects.[28]
|
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Beijing National Stadium, China.
|
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London City Hall, England.
|
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Auditorio de Tenerife, Canary Islands, Spain.
|
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Landscape architecture is the design of outdoor public areas, landmarks, and structures to achieve environmental, social-behavioral, or aesthetic outcomes.[29] It involves the systematic investigation of existing social, ecological, and soil conditions and processes in the landscape, and the design of interventions that will produce the desired outcome. The scope of the profession includes landscape design; site planning; stormwater management; environmental restoration; parks and recreation planning; visual resource management; green infrastructure planning and provision; and private estate and residence landscape master planning and design; all at varying scales of design, planning and management. A practitioner in the profession of landscape architecture is called a landscape architect.
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Interior architecture is the design of a space which has been created by structural boundaries and the human interaction within these boundaries. It can also be the initial design and plan for use, then later redesign to accommodate a changed purpose, or a significantly revised design for adaptive reuse of the building shell.[30] The latter is often part of sustainable architecture practices, conserving resources through "recycling" a structure by adaptive redesign. Generally referred to as the spatial art of environmental design, form and practice, interior architecture is the process through which the interiors of buildings are designed, concerned with all aspects of the human uses of structural spaces. Put simply, interior architecture is the design of an interior in architectural terms.
|
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Naval architecture, also known as naval engineering, is an engineering discipline dealing with the engineering design process, shipbuilding, maintenance, and operation of marine vessels and structures.[31][32] Naval architecture involves basic and applied research, design, development, design evaluation and calculations during all stages of the life of a marine vehicle. Preliminary design of the vessel, its detailed design, construction, trials, operation and maintenance, launching and dry-docking are the main activities involved. Ship design calculations are also required for ships being modified (by means of conversion, rebuilding, modernization, or repair). Naval architecture also involves the formulation of safety regulations and damage control rules and the approval and certification of ship designs to meet statutory and non-statutory requirements.
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Urban design is the process of designing and shaping the physical features of cities, towns, and villages. In contrast to architecture, which focuses on the design of individual buildings, urban design deals with the larger scale of groups of buildings, streets and public spaces, whole neighborhoods and districts, and entire cities, with the goal of making urban areas functional, attractive, and sustainable.[33]
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Urban design is an interdisciplinary field that utilizes elements of many built environment professions, including landscape architecture, urban planning, architecture, civil engineering and municipal engineering.[34] It is common for professionals in all these disciplines to practice urban design. In more recent times different sub-subfields of urban design have emerged such as strategic urban design, landscape urbanism, water-sensitive urban design, and sustainable urbanism.
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"Architecture" is used as a metaphor for many modern techniques or fields for structuring abstractions. These include:
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Easter,[nb 1] also called Pascha (Greek, Latin)[nb 2] or Resurrection Sunday,[5][6] is a festival and holiday commemorating the resurrection of Jesus from the dead, described in the New Testament as having occurred on the third day after his burial following his crucifixion by the Romans at Calvary c. 30 AD.[7][8] It is the culmination of the Passion of Jesus, preceded by Lent (or Great Lent), a 40-day period of fasting, prayer, and penance.
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Most Christians refer to the week before Easter as "Holy Week", which contains the days of the Easter Triduum, including Maundy Thursday, commemorating the Maundy and Last Supper,[9][10] as well as Good Friday, commemorating the crucifixion and death of Jesus.[11] In Western Christianity, Eastertide, or the Easter Season, begins on Easter Sunday and lasts seven weeks, ending with the coming of the 50th day, Pentecost Sunday. In Eastern Christianity, the season of Pascha begins on Pascha and ends with the coming of the 40th day, the Feast of the Ascension.
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Easter and the holidays that are related to it are moveable feasts which do not fall on a fixed date in the Gregorian or Julian calendars which follow only the cycle of the Sun; rather, its date is offset from the date of Passover and is therefore calculated based on a lunisolar calendar similar to the Hebrew calendar. The First Council of Nicaea (325) established two rules, independence of the Jewish calendar and worldwide uniformity, which were the only rules for Easter explicitly laid down by the council. No details for the computation were specified; these were worked out in practice, a process that took centuries and generated a number of controversies. It has come to be the first Sunday after the ecclesiastical full moon that occurs on or soonest after 21 March.[12] Even if calculated on the basis of the more accurate Gregorian calendar, the date of that full moon sometimes differs from that of the astronomical first full moon after the March equinox.[13]
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Easter is linked to the Jewish Passover by much of its symbolism, as well as by its position in the calendar. In most European languages the feast is called by the words for passover in those languages; and in the older English versions of the Bible the term Easter was the term used to translate passover.[14] Easter customs vary across the Christian world, and include sunrise services, exclaiming the Paschal greeting, clipping the church,[15] and decorating Easter eggs (symbols of the empty tomb).[16][17][18] The Easter lily, a symbol of the resurrection,[19][20] traditionally decorates the chancel area of churches on this day and for the rest of Eastertide.[21] Additional customs that have become associated with Easter and are observed by both Christians and some non-Christians include egg hunting, the Easter Bunny, and Easter parades.[22][23][24] There are also various traditional Easter foods that vary regionally.
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The modern English term Easter, cognate with modern Dutch ooster and German Ostern, developed from an Old English word that usually appears in the form Ēastrun, -on, or -an; but also as Ēastru, -o; and Ēastre or Ēostre.[nb 3] Bede provides the only documentary source for the etymology of the word, in his Reckoning of Time. He wrote that Ēosturmōnaþ (Old English 'Month of Ēostre', translated in Bede's time as "Paschal month") was an English month, corresponding to April, which he says "was once called after a goddess of theirs named Ēostre, in whose honour feasts were celebrated in that month".[25]
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In Latin and Greek, the Christian celebration was, and still is, called Pascha (Greek: Πάσχα), a word derived from Aramaic פסחא (Paskha), cognate to Hebrew פֶּסַח (Pesach). The word originally denoted the Jewish festival known in English as Passover, commemorating the Jewish Exodus from slavery in Egypt.[26][27] As early as the 50s of the 1st century, Paul the Apostle, writing from Ephesus to the Christians in Corinth,[28] applied the term to Christ, and it is unlikely that the Ephesian and Corinthian Christians were the first to hear Exodus 12 interpreted as speaking about the death of Jesus, not just about the Jewish Passover ritual.[29] In most languages, germanic languages such as English being exceptions, the feast is known by names derived from Greek and Latin Pascha.[4][30] Pascha is also a name by which Jesus himself is remembered in the Orthodox Church, especially in connection with his resurrection and with the season of its celebration.[31]
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The resurrection of Jesus, which Easter celebrates, is one of the chief tenets of the Christian faith.[32] The resurrection established Jesus as the Son of God[33] and is cited as proof that God will righteously judge the world.[34][35] For those who trust in Jesus's death and resurrection, "death is swallowed up in victory."[36] Any person who chooses to follow Jesus receives "a new birth into a living hope through the resurrection of Jesus Christ from the dead".[37] Through faith in the working of God those who follow Jesus are spiritually resurrected with him so that they may walk in a new way of life and receive eternal salvation, being physically resurrected to dwell in the Kingdom of Heaven.[35][38][39]
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Easter is linked to Passover and the Exodus from Egypt recorded in the Old Testament through the Last Supper, sufferings, and crucifixion of Jesus that preceded the resurrection.[30] According to the New Testament, Jesus gave the Passover meal a new meaning, as in the upper room during the Last Supper he prepared himself and his disciples for his death.[30] He identified the matzah and cup of wine as his body soon to be sacrificed and his blood soon to be shed. Paul states, "Get rid of the old yeast that you may be a new batch without yeast—as you really are. For Christ, our Passover lamb, has been sacrificed";[40] this refers to the Passover requirement to have no yeast in the house and to the allegory of Jesus as the Paschal lamb.[41]
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The first Christians, Jewish and Gentile, were certainly aware of the Hebrew calendar.[nb 4] Jewish Christians, the first to celebrate the resurrection of Jesus, timed the observance in relation to Passover.[citation needed]
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Direct evidence for a more fully formed Christian festival of Pascha (Easter) begins to appear in the mid-2nd century. Perhaps the earliest extant primary source referring to Easter is a mid-2nd-century Paschal homily attributed to Melito of Sardis, which characterizes the celebration as a well-established one.[42] Evidence for another kind of annually recurring Christian festival, those commemorating the martyrs, began to appear at about the same time as the above homily.[43]
|
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While martyrs' days (usually the individual dates of martyrdom) were celebrated on fixed dates in the local solar calendar, the date of Easter was fixed by means of the local Jewish[44] lunisolar calendar. This is consistent with the celebration of Easter having entered Christianity during its earliest, Jewish, period, but does not leave the question free of doubt.[45]
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The ecclesiastical historian Socrates Scholasticus attributes the observance of Easter by the church to the perpetuation of its custom, "just as many other customs have been established", stating that neither Jesus nor his Apostles enjoined the keeping of this or any other festival. Although he describes the details of the Easter celebration as deriving from local custom, he insists the feast itself is universally observed.[46]
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Easter and the holidays that are related to it are moveable feasts, in that they do not fall on a fixed date in the Gregorian or Julian calendars (both of which follow the cycle of the sun and the seasons). Instead, the date for Easter is determined on a lunisolar calendar similar to the Hebrew calendar. The First Council of Nicaea (325) established two rules, independence of the Jewish calendar and worldwide uniformity, which were the only rules for Easter explicitly laid down by the Council. No details for the computation were specified; these were worked out in practice, a process that took centuries and generated a number of controversies. (See also Computus and Reform of the date of Easter.) In particular, the Council did not decree that Easter must fall on Sunday. This was already the practice almost everywhere.[48][incomplete short citation]
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In Western Christianity, using the Gregorian calendar, Easter always falls on a Sunday between 22 March and 25 April,[49] within about seven days after the astronomical full moon.[50] The following day, Easter Monday, is a legal holiday in many countries with predominantly Christian traditions.
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Eastern Christianity bases its calculations on the Julian Calendar. Because of the thirteen-day difference between the calendars between 1900 and 2099, 21 March corresponds, during the 21st century, to 3 April in the Gregorian Calendar. Easter therefore varies between 4 April and 8 May in the Gregorian calendar (the Julian calendar is no longer used as the civil calendar of the countries where Eastern Christian traditions predominate). Also, because the Julian "full moon" is always several days after the astronomical full moon, the eastern Easter is often later, relative to the visible Moon's phases, than western Easter.
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Among the Oriental Orthodox some churches have changed from the Julian to the Gregorian calendar and the date for Easter as for other fixed and moveable feasts is the same as in the Western church.[51]
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In 725, Bede succinctly wrote, "The Sunday following the full Moon which falls on or after the equinox will give the lawful Easter."[52] However, this does not precisely reflect the ecclesiastical rules. The full moon referred to (called the Paschal full moon) is not an astronomical full moon, but the 14th day of a lunar month. Another difference is that the astronomical equinox is a natural astronomical phenomenon, which can fall on 19, 20 or 21 March,[53] while the ecclesiastical date is fixed by convention on 21 March.[54]
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In applying the ecclesiastical rules, Christian churches use 21 March as the starting point in determining the date of Easter, from which they find the next full moon, etc. The Eastern Orthodox and Oriental Orthodox Churches continue to use the Julian calendar. Their starting point in determining the date of Orthodox Easter is also 21 March but according to the Julian reckoning, which in the current century corresponds to 3 April in the Gregorian calendar.
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In addition, the lunar tables of the Julian calendar are four days (sometimes five days) behind those of the Gregorian calendar. The 14th day of the lunar month according to the Gregorian system is figured as the ninth or tenth day according to the Julian. The result of this combination of solar and lunar discrepancies is divergence in the date of Easter in most years (see table).
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Easter is determined on the basis of lunisolar cycles. The lunar year consists of 30-day and 29-day lunar months, generally alternating, with an embolismic month added periodically to bring the lunar cycle into line with the solar cycle. In each solar year (1 January to 31 December inclusive), the lunar month beginning with an ecclesiastical new moon falling in the 29-day period from 8 March to 5 April inclusive is designated as the paschal lunar month for that year.[55]
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Easter is the third Sunday in the paschal lunar month, or, in other words, the Sunday after the paschal lunar month's 14th day. The 14th of the paschal lunar month is designated by convention as the Paschal full moon, although the 14th of the lunar month may differ from the date of the astronomical full moon by up to two days.[55] Since the ecclesiastical new moon falls on a date from 8 March to 5 April inclusive, the paschal full moon (the 14th of that lunar month) must fall on a date from 21 March to 18 April inclusive.
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The Gregorian calculation of Easter was based on a method devised by the Calabrian doctor Aloysius Lilius (or Lilio) for adjusting the epacts of the Moon,[56] and has been adopted by almost all Western Christians and by Western countries which celebrate national holidays at Easter. For the British Empire and colonies, a determination of the date of Easter Sunday using Golden Numbers and Sunday letters was defined by the Calendar (New Style) Act 1750 with its Annexe. This was designed to match exactly the Gregorian calculation.
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The precise date of Easter has at times been a matter of contention. By the later 2nd century, it was widely accepted that the celebration of the holiday was a practice of the disciples and an undisputed tradition. The Quartodeciman controversy, the first of several Easter controversies, arose concerning the date on which the holiday should be celebrated.
|
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The term "Quartodeciman" refers to the practice of celebrating Easter on Nisan 14 of the Hebrew calendar, "the LORD's passover" (Leviticus 23:5). According to the church historian Eusebius, the Quartodeciman Polycarp (bishop of Smyrna, by tradition a disciple of John the Apostle) debated the question with Anicetus (bishop of Rome). The Roman province of Asia was Quartodeciman, while the Roman and Alexandrian churches continued the fast until the Sunday following (the Sunday of Unleavened Bread), wishing to associate Easter with Sunday. Neither Polycarp nor Anicetus persuaded the other, but they did not consider the matter schismatic either, parting in peace and leaving the question unsettled.
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Controversy arose when Victor, bishop of Rome a generation after Anicetus, attempted to excommunicate Polycrates of Ephesus and all other bishops of Asia for their Quartodecimanism. According to Eusebius, a number of synods were convened to deal with the controversy, which he regarded as all ruling in support of Easter on Sunday.[57] Polycrates (circa 190), however, wrote to Victor defending the antiquity of Asian Quartodecimanism. Victor's attempted excommunication was apparently rescinded, and the two sides reconciled upon the intervention of bishop Irenaeus and others, who reminded Victor of the tolerant precedent of Anicetus.
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Quartodecimanism seems to have lingered into the 4th century, when Socrates of Constantinople recorded that some Quartodecimans were deprived of their churches by John Chrysostom[58] and that some were harassed by Nestorius.[59]
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It is not known how long the Nisan 14 practice continued. But both those who followed the Nisan 14 custom, and those who set Easter to the following Sunday had in common the custom of consulting their Jewish neighbors to learn when the month of Nisan would fall, and setting their festival accordingly. By the later 3rd century, however, some Christians began to express dissatisfaction with the custom of relying on the Jewish community to determine the date of Easter. The chief complaint was that the Jewish communities sometimes erred in setting Passover to fall before the Northern Hemisphere spring equinox.[60][61] The Sardica paschal table[62] confirms these complaints, for it indicates that the Jews of some eastern Mediterranean city (possibly Antioch) fixed Nisan 14 on dates well before the spring equinox on multiple occasions.[63]
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Because of this dissatisfaction with reliance on the Jewish calendar, some Christians began to experiment with independent computations.[nb 5] Others, however, believed that the customary practice of consulting Jews should continue, even if the Jewish computations were in error.
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This controversy between those who advocated independent computations, and those who wished to continue the custom of relying on the Jewish calendar, was formally resolved by the First Council of Nicaea in 325, which endorsed changing to an independent computation by the Christian community in order to celebrate in common. This effectively required the abandonment of the old custom of consulting the Jewish community in those places where it was still used. Epiphanius of Salamis wrote in the mid-4th century:
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the emperor ... convened a council of 318 bishops ... in the city of Nicea ... They passed certain ecclesiastical canons at the council besides, and at the same time decreed in regard to the Passover that there must be one unanimous concord on the celebration of God's holy and supremely excellent day. For it was variously observed by people[66]
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That the older custom (called "protopaschite" by historians) did not at once die out, but persisted for a time, is indicated by the existence of canons[67] and sermons[68] against it.
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Dionysius Exiguus, and others following him, maintained that the 318 Bishops assembled at the Nicene Council had specified a particular method of determining the date of Easter; subsequent scholarship has refuted this tradition.[69] In any case, in the years following the council, the computational system that was worked out by the church of Alexandria came to be normative. It took a while for the Alexandrian rules to be adopted throughout Christian Europe, however. The 8-year cycle originally employed was replaced by (or by the time of) Augustalis's treatise on the measurement of Easter, after which Rome used his 84-year lunisolar calendar cycle until 457. It then switched to an adaptation by Victorius of the Alexandrian rules.[70][71]
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Because this Victorian cycle differed from the Alexandrian cycle in the dates of some of the Paschal Full Moons, and because it tried to respect the Roman custom of fixing Easter to the Sunday in the week of the 16th to the 22nd of the lunar month (rather than the 15th to the 21st as at Alexandria), by providing alternative "Latin" and "Greek" dates in some years, occasional differences in the date of Easter as fixed by Alexandrian rules continued.[70][71] The Alexandrian rules were adopted in the West following the tables of Dionysius Exiguus in 525. From this time, therefore, all discrepancies between Alexandria and Rome as to the correct date for Easter cease, as both churches were using identical tables.
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Early Christians in Britain and Ireland also used an 84-year cycle. From the 5th century onward this cycle set its equinox to 25 March and fixed Easter to the Sunday falling in the 14th to the 20th of the lunar month inclusive.[72][73] This 84-year cycle was replaced by the Alexandrian method in the course of the 7th and 8th centuries. Churches in western continental Europe used a late Roman method until the late 8th century during the reign of Charlemagne, when they finally adopted the Alexandrian method. Since 1582, when the Catholic Church adopted the Gregorian calendar while the Eastern Orthodox and most Oriental Orthodox Churches retained the Julian calendar, the date on which Easter is celebrated has again differed.
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The Greek island of Syros, whose population is divided almost equally between Catholics and Orthodox, is one of the few places where the two Churches share a common date for Easter, with the Catholics accepting the Orthodox date—a practice helping considerably in maintaining good relations between the two communities.[74]
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In the 20th century, some individuals and institutions have propounded a fixed date for Easter, the most prominent proposal being the Sunday after the second Saturday in April. Despite having some support, proposals to reform the date have not been implemented.[75] An Orthodox congress of Eastern Orthodox bishops, which included representatives mostly from the Patriarch of Constantinople and the Serbian Patriarch, met in Constantinople in 1923, where the bishops agreed to the Revised Julian calendar.[76]
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The original form of this calendar would have determined Easter using precise astronomical calculations based on the meridian of Jerusalem.[77][78] However, all the Eastern Orthodox countries that subsequently adopted the Revised Julian calendar adopted only that part of the revised calendar that applied to festivals falling on fixed dates in the Julian calendar. The revised Easter computation that had been part of the original 1923 agreement was never permanently implemented in any Orthodox diocese.[76]
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In the United Kingdom, the Easter Act 1928 set out legislation to allow the date of Easter to be fixed as the first Sunday after the second Saturday in April (or, in other words, the Sunday in the period from 9 to 15 April). However, the legislation has not been implemented, although it remains on the Statute book and could be implemented subject to approval by the various Christian churches.[79]
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At a summit in Aleppo, Syria, in 1997, the World Council of Churches (WCC) proposed a reform in the calculation of Easter which would have replaced the present divergent practices of calculating Easter with modern scientific knowledge taking into account actual astronomical instances of the spring equinox and full moon based on the meridian of Jerusalem, while also following the Council of Nicea position of Easter being on the Sunday following the full moon.[80] The recommended World Council of Churches changes would have sidestepped the calendar issues and eliminated the difference in date between the Eastern and Western churches. The reform was proposed for implementation starting in 2001, but it was not ultimately adopted by any member body.
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In January 2016, Christian churches again considered the idea of a fixed and unified date of Easter, probably either the second or third Sunday in April.[81]
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The WCC presented comparative data of the relationships:
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In Western Christianity, Easter is preceded by Lent, a period of fasting and penitence in preparation for Easter, which begins on Ash Wednesday and lasts 40 days (not counting Sundays). The week before Easter, known as Holy Week, is very special in the Christian tradition. The Sunday before Easter is Palm Sunday, with the Wednesday before Easter being known as Spy Wednesday. The last three days before Easter are Maundy Thursday, Good Friday and Holy Saturday (sometimes referred to as Silent Saturday).
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Palm Sunday, Maundy Thursday and Good Friday respectively commemorate Jesus's entry in Jerusalem, the Last Supper and the Crucifixion. Maundy Thursday, Good Friday, and Holy Saturday are sometimes referred to as the Easter Triduum (Latin for "Three Days"). Many churches begin celebrating Easter late in the evening of Holy Saturday at a service called the Easter Vigil.
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The week beginning with Easter Sunday is called Easter Week or the Octave of Easter, and each day is prefaced with "Easter", e.g. Easter Monday (a public holiday in many countries), Easter Tuesday (a much less widespread public holiday), etc. Easter Saturday is therefore the Saturday after Easter Sunday. The day before Easter is properly called Holy Saturday. Eastertide, or Paschaltide, the season of Easter, begins on Easter Sunday and lasts until the day of Pentecost, seven weeks later.
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In Eastern Christianity, the spiritual preparation for Easter begins with Great Lent, which starts on Clean Monday and lasts for 40 continuous days (including Sundays). The last week of Great Lent (following the fifth Sunday of Great Lent) is called Palm Week, and ends with Lazarus Saturday. The Vespers which begins Lazarus Saturday officially brings Great Lent to a close, although the fast continues through the following week. After Lazarus Saturday comes Palm Sunday, Holy Week, and finally Easter itself, and the fast is broken immediately after the Paschal Divine Liturgy.
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The Paschal Vigil begins with the Midnight Office, which is the last service of the Lenten Triodion and is timed so that it ends a little before midnight on Holy Saturday night. At the stroke of midnight the Paschal celebration itself begins, consisting of Paschal Matins, Paschal Hours, and Paschal Divine Liturgy.[83] Placing the Paschal Divine Liturgy at midnight guarantees that no Divine Liturgy will come earlier in the morning, ensuring its place as the pre-eminent "Feast of Feasts" in the liturgical year.
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The liturgical season from Easter to the Sunday of All Saints (the Sunday after Pentecost) is known as the Pentecostarion (the "50 days"). The week which begins on Easter Sunday is called Bright Week, during which there is no fasting, even on Wednesday and Friday. The Afterfeast of Easter lasts 39 days, with its Apodosis (leave-taking) on the day before the Feast of the Ascension. Pentecost Sunday is the 50th day from Easter (counted inclusively).[84]
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The Easter festival is kept in many different ways among Western Christians. The traditional, liturgical observation of Easter, as practised among Roman Catholics, Lutherans,[85] and some Anglicans begins on the night of Holy Saturday with the Easter Vigil which follows an ancient liturgy involving symbols of light, candles and water and numerous readings form the Old and New Testament.[86]
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Services continue on Easter Sunday and in a number of countries on Easter Monday. In parishes of the Moravian Church, as well as some other denominations such as the Methodist Churches, there is a tradition of Easter Sunrise Services[87] often starting in cemeteries[88] in remembrance of the biblical narrative in the Gospels, or other places in the open where the sunrise is visible.[89]
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Eastern Catholics and Byzantine Rite Lutherans have a similar emphasis on Easter in their calendars, and many of their liturgical customs are very similar.[90]
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Preparation for Easter begins with the season of Great Lent, which begins on Clean Monday.[91] While the end of Lent is Lazarus Saturday, fasting does not end until Easter Sunday.[92] The Orthodox service begins late Saturday evening, observing the Jewish tradition that evening is the start of liturgical holy days.[92]
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The church is darkened, then the priest lights a candle at midnight, representing the resurrection of Jesus Christ. Altar servers light additional candles, with a procession which moves three times around the church to represent the three days in the tomb.[92] The service continues early into Sunday morning, with a feast to end the fasting. An additional service is held later that day on Easter Sunday.[92]
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Many Puritans saw traditional feasts of the established Anglican Church, such as All Saints' Day and Easter, as an abomination.[93] The Puritan rejection of Easter traditions was (and is) based partly upon their interpretation of 2 Corinthians 6:14-16 and partly upon a more general belief that, if a religious practice or celebration is not actually written in the Christian Bible, then that practice/celebration must be a later development and cannot be considered an authentic part of Christian practice or belief—so at best simply unnecessary, at worst actually sinful.
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Members of the Religious Society of Friends (Quakers), as part of their historic testimony against times and seasons, do not celebrate or observe Easter or any traditional feast days of the established Church, believing instead that "every day is the Lord's day",[94] and that elevation of one day above others suggests that it is acceptable to do un-Christian acts on other days.[95] During the 17th and 18th centuries, Quakers were persecuted for this non-observance of Holy Days.[96]
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Groups such as the Restored Church of God and the Free Presbyterian Church of Scotland reject the celebration of Easter, seeing it as originating in a pagan spring festival taken over by the "Roman" Catholic Church.[97][98]
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Jehovah's Witnesses maintain a similar view, observing a yearly commemorative service of the Last Supper and the subsequent execution of Christ on the evening of Nisan 14 (as they calculate the dates derived from the lunar Hebrew Calendar). It is commonly referred to by many Witnesses as simply "The Memorial".[99] Jehovah's Witnesses believe that such verses as Luke 22:19-20 and 1 Corinthians 11:26 constitute a commandment to remember the death of Christ though not the resurrection,[99] and they do so on a yearly basis just as Passover is celebrated annually by the Jews.
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Some Christian groups feel that Easter is something to be regarded with great joy: not marking the day itself, but remembering and rejoicing in the event it commemorates—the miracle of Christ's resurrection. In this spirit, these Christians teach that each day and all Sabbaths should be kept holy, in Christ's teachings. Hebrew-Christian, Sacred Name, and Armstrong movement churches (such as the Living Church of God) usually reject Easter in favor of Nisan 14 observance and celebration of the Christian Passover. This is especially true of Christian groups that celebrate the New Moons or annual High Sabbaths in addition to seventh-day Sabbath. They support this textually with reference to the letter to the Colossians 2:16-17: "Let no man therefore judge you in meat, or in drink, or in respect of a feast day or a new moon or a sabbath day: which are a shadow of the things to come; but the body is Christ's."
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In Christian countries where Christianity is a state religion, or where the country has large Christian population, Easter is often a public holiday. As Easter is always a Sunday, many countries in the world also have Easter Monday as a public holiday. Some retail stores, shopping malls, and restaurants are closed on Easter Sunday. Good Friday, which occurs two days before Easter Sunday, is also a public holiday in many countries, as well as in 12 U.S. states. Even in states where Good Friday is not a holiday, many financial institutions, stock markets, and public schools are closed. The few banks that are normally open on regular Sundays are closed on Easter.
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In the Nordic countries Good Friday, Easter Sunday and Easter Monday are public holidays,[100] and Good Friday and Easter Monday are bank holidays.[101] In Denmark, Iceland and Norway Maundy Thursday is also a public holiday. It is a holiday for most workers, except those operating some shopping malls which keep open for a half-day. Many businesses give their employees almost a week off, called Easter break.[102] Schools are closed between Palm Sunday and Easter Monday. According to a 2014 poll, 6 of 10 Norwegians travel during Easter, often to a countryside cottage; 3 of 10 said their typical Easter included skiing.[103]
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In the Netherlands both Easter Sunday and Easter Monday are national holidays. Like first and second Christmas Day, they are both considered Sundays, which results in a first and a second Easter Sunday, after which the week continues to a Tuesday.[104] Even though Good Friday is an official national holiday, it is not a mandatory day off for commercial companies.
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In Commonwealth nations Easter Day is rarely a public holiday, as is the case for celebrations which fall on a Sunday. In the United Kingdom both Good Friday and Easter Monday are bank holidays.[105] However, in Canada Easter Sunday is a public holiday, along with Easter Monday. In the Canadian province of Quebec, either Good Friday or Easter Monday are statutory holidays (although most companies give both). In some countries Good Friday is a public holiday as well.
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In Australia, because of its location in the southern hemisphere, Easter takes place in autumn. Hence, Australian Easter is associated with harvest time, rather than with the coming of spring as in the northern hemisphere. The religious aspect of Easter remains the same.[106] Good Friday and Easter Monday are public holidays across all states and territories. "Easter Saturday" (the Saturday before Easter Sunday) is a public holiday in every state except Tasmania and Western Australia, while Easter Sunday itself is a public holiday only in New South Wales. Easter Tuesday is additionally a conditional public holiday in Tasmania, varying between award, and was also a public holiday in Victoria until 1994.[107]
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In the United States, because Easter falls on a Sunday, which is already a non-working day for federal and state employees, it has not been designated as a federal or state holiday. Easter parades are held in many American cities, involving festive strolling processions,[108] with the New York City parade being the best known.
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The egg is an ancient symbol of new life and rebirth. In Christianity it became associated with Jesus's crucifixion and resurrection.[109] The custom of the Easter egg originated in the early Christian community of Mesopotamia, who stained eggs red in memory of the blood of Christ, shed at his crucifixion.[110][111] As such, for Christians, the Easter egg is a symbol of the empty tomb.[17][18] The oldest tradition is to use dyed chicken eggs, but a modern custom is to substitute decorated chocolate, or plastic eggs filled with candy such as jellybeans; as many people give up sweets as their Lenten sacrifice, individuals enjoy them at Easter after having abstained from them during the preceding forty days of Lent.[112]
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Easter eggs are a widely popular symbol of new life in Poland and other Slavic countries' folk traditions. A batik-like decorating process known as pisanka produces intricate, brilliantly-colored eggs. The celebrated House of Fabergé workshops created exquisite jewelled Easter eggs for the Russian Imperial family from 1885 to 1916.[113]
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Easter eggs, a symbol of the empty tomb, are a popular cultural symbol of Easter.[16]
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Marshmallow rabbits, candy eggs and other treats in an Easter basket
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Manufacturing their first Easter egg in 1875, British chocolate company Cadbury sponsors the annual Easter egg hunt which takes place in over 250 National Trust locations in the United Kingdom.[114][115] On Easter Monday, the President of the United States holds an annual Easter egg roll on the White House lawn for young children.[116]
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In some traditions the children put out their empty baskets for the Easter bunny to fill while they sleep. They wake to find their baskets filled with candy eggs and other treats.
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A custom originating in Germany, the Easter Bunny is a popular legendary anthropomorphic Easter gift-giving character analogous to Santa Claus in American culture. Many children around the world follow the tradition of coloring hard-boiled eggs and giving baskets of candy. Since the rabbit is a pest in Australia, the Easter Bilby is available as an alternative.
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(federal) = federal holidays, (abbreviation) = state/territorial holidays, (religious) = religious holidays, (cultural) = holiday related to a specific racial/ethnic group or sexual minority, (week) = week-long holidays, (month) = month-long holidays, (36) = Title 36 Observances and Ceremonies
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Bold indicates major holidays commonly celebrated in the United States, which often represent the major celebrations of the month.
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+
The Christian holiday of Pentecost, which is celebrated the 49th day (the seventh Sunday) after Easter Sunday,[2] commemorates the descent of the Holy Spirit upon the Apostles and other followers of Jesus Christ while they were in Jerusalem celebrating the Feast of Weeks, as described in the Acts of the Apostles (Acts 2:1–31).
|
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The holiday is also called "White Sunday" or "Whitsunday" or "Whitsun", especially in the United Kingdom, where traditionally the next day, Whit Monday, was also a public holiday (since 1971 fixed by statute on the last Monday in May). The Monday after Pentecost is a legal holiday in many European countries.
|
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|
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In Eastern Christianity, Pentecost can also refer to the entire fifty days of Easter through Pentecost inclusive; hence the book containing the liturgical texts is called the "Pentecostarion". Since its date depends on the date of Easter, Pentecost is a "moveable feast".
|
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|
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Pentecost is one of the Great Feasts of the Eastern Orthodox Church, a Solemnity in the Roman Rite of the Catholic Church, a Festival in the Lutheran Churches, and a Principal Feast in the Anglican Communion. Many Christian denominations provide a special liturgy for this holy celebration.
|
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|
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The term Pentecost comes from the Greek Πεντηκοστή (Pentēkostē) meaning "fiftieth". It refers to the festival celebrated on the fiftieth day after Passover, also known as the "Feast of Weeks"[i] and the "Feast of 50 days" in rabbinic tradition.[5]
|
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|
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The Septuagint uses the term Pentēkostē to refer to the "Feast of Pentecost" only twice, in the deuterocanonical Book of Tobit and 2 Maccabees.[6][7][8] The Septuagint writers also used the word in two other senses: to signify the year of Jubilee (Leviticus 25:10),[6] an event which occurs every 50th year, and in several passages of chronology as an ordinal number.[ii] The term has also been used in the literature of Hellenistic Judaism by Philo of Alexandria and Josephus.[5]
|
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|
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In Judaism the Festival of Weeks (Hebrew: שבועות Shavuot) is a harvest festival that is celebrated seven weeks and one day after the first day of the Feast of Unleavened Bread in Deuteronomy 16:9 or seven weeks and one day after the Sabbath referred to in Leviticus 23:16.[10] The Festival of Weeks is also called the feast of Harvest in Exodus 23:16 and the day of first fruits in Numbers 28:26.[11] In Exodus 34:22 it is called the "firstfruits of the wheat harvest."[12] The date for the "Feast of Weeks" originally came the day after seven full weeks following the first harvest of grain.[13][14] In Jewish tradition the fiftieth day was known as the Festival of Weeks.[11][12] The actual mention of fifty days comes from Leviticus 23:16.[3][15]
|
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|
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+
During the Hellenistic period, the ancient harvest festival also became a day of renewing the Noahic covenant, described in Genesis 9:8-17, which is established between God and "all flesh that is upon the earth".[16] By this time, some Jews were already living in Diaspora. According to Acts 2:5-11 there were Jews from "every nation under heaven" in Jerusalem, possibly visiting the city as pilgrims during Pentecost. In particular the hoi epidemountes (οἱ ἐπιδημοῦντες) are identified as "visitors" to Jerusalem from Rome. This group of visitors includes both Jews and "proselytes" (προσήλυτος, prosēlytos); sometimes translated as "converts to Judaism", proselyte referred to non-Jews who adhered fully to the Mosaic laws, including circumcision.[17] The list of nations represented in the biblical text includes Parthians, Medes, Elamites, Mesopotamia, Judaea,[iii] Cappadocia, Pontus, Asia, Phrygia, Pamphylia, Egypt, Cyrene, and those who were visiting from Rome.[18] Scholars have speculated about a possible earlier literary source for the list of nations including an astrological list by Paul of Alexandria and various references to the Jewish diaspora by writers of the Second Temple era (particularly Philo of Alexandria).[19]
|
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|
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+
After the destruction of the temple in 70 AD offerings could no longer be brought to the Temple and the focus of the festival shifted from agriculture to the giving of the law on Sinai.[10] It became customary to gather at synagogue and read the Book of Ruth and Exodus Chapters 19 and 20. The term Pentecost appears in the Septuagint as one of names for the Festival of Weeks.[16]
|
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+
|
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+
The biblical narrative of the Pentecost includes numerous references to earlier biblical narratives like the Tower of Babel, and the flood and creation narratives from the Book of Genesis. It also includes references to certain theophanies, with certain emphasis on God's incarnate appearance on biblical Mount Sinai when the Ten Commandments were presented to Moses.[16] Theologian Stephen Wilson has described the narrative as "exceptionally obscure" and various points of disagreement persist among bible scholars.[19]
|
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+
|
21 |
+
Some biblical commentators have sought to establish that the οἶκος (house) given as the location of the events of in Acts 2:2 was one of the thirty halls of the Temple (called οίκοι), but the text itself is lacking in specific details. Richard C. H. Lenski and other scholars contend that the author of Acts could have chosen the word ἱερόν (sanctuary or temple) if this meaning were intended, rather than "house".[17][21] Some semantic details suggest that the "house" could be the "upper room" (ὑπερῷον) mentioned in Acts 1:12-26, but there is no literary evidence to confirm the location with certainty and it remains a subject of dispute amongst scholars.[16][17]
|
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+
|
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+
The events of Acts Chapter 2 are set against the backdrop of the celebration of Pentecost in Jerusalem. There are several major features to the Pentecost narrative presented in the second chapter of the Acts of the Apostles. The author begins the narrative by noting that the disciples of Jesus "were all together in one place" on the "day of Pentecost" (ημέρα της Πεντηκοστής).[22] The verb used in Acts 2:1 to indicate the arrival of the day of Pentecost carries a connotation of fulfillment.[21][23][24]
|
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+
|
25 |
+
There is a "mighty rushing wind" (wind is a common symbol for the Holy Spirit)[24][25] and "tongues as of fire" appear.[26] The gathered disciples were "filled with the Holy Spirit, and began to speak in other tongues as the Spirit gave them utterance".[27] Some scholars have interpreted the passage as a reference to the multitude of languages spoken by the gathered disciples,[28] while others have taken the reference to "tongues" (γλώσσαι) to signify ecstatic speech.[19][29] In Christian tradition, this event represents fulfillment of the promise that Christ will baptize his followers with the Holy Spirit.[21][30] (Out of the four New Testament gospels, the distinction between baptism by water and the baptism by Christ with "Holy Spirit and fire" is only found in Matthew and Luke.)[31][32]
|
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+
|
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+
The narrative in Acts evokes the symbolism of Jesus' baptism in the Jordan River, and the start of his ministry, by explicitly connecting the earlier prophecy of John the Baptist to the baptism of the disciples with the Holy Spirit on the day of Pentecost.[17][33] The timing of the narrative during the law giving festival of Pentecost symbolizes both continuity with the giving of the law, but also the central role of the Holy Spirit (understood as an aspect of Jesus Christ) for the early Church. The central role of Christ in Christian faith signified a fundamental theological separation from the traditional Jewish faith, which was grounded in the Torah and Mosaic Law.[17]
|
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+
|
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+
Peter's sermon in Acts 2:14–36 stresses the resurrection and exaltation.[7] In his sermon, Peter quotes Joel 2:28–32 and Psalm 16 to indicate that first Pentecost marks the start of the Messianic Age. About one hundred and twenty followers of Christ (Acts 1:15) were present, including the Twelve Apostles (Matthias was Judas' replacement) (Acts 1:13, 26), Jesus' mother Mary, other female disciples and his brothers (Acts 1:14).[34] While those on whom the Spirit had descended were speaking in many languages, the Apostle Peter stood up with the eleven and proclaimed to the crowd that this event was the fulfillment of the prophecy.[35] In Acts 2:17, it reads: "'And in the last days,' God says, 'I will pour out my spirit upon every sort of flesh, and your sons and your daughters will prophesy and your young men will see visions and your old men will dream dreams." He also mentions (Acts 2:15) that it was the third hour of the day (about 9:00 am). Acts 2:41 then reports: "Then they that gladly received his word were baptized: and the same day there were added unto them about three thousand souls."[36] Critical scholars believe some features of the narrative are theological constructions. Scholars believe that even if the Pentecost narrative is not literally true, it does signify an important event in the history of the early Church which enabled the rapid spread of Christianity. Within a few decades important congregations had been established in all major cities of the Roman Empire.[7]
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+
Biblical commentator Richard C. H. Lenski has noted that the use of the term "Pentecost" in Acts is a reference to the Jewish festival. He writes that a well-defined, distinct Christian celebration did not exist until later years, when Christians kept the name of "Pentecost" but began to calculate the date of the feast based on Easter rather than Passover.[21]
|
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|
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+
Peter stated that this event was the beginning of a continual outpouring that would be available to all believers from that point on, Jews and Gentiles alike.[37]
|
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+
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+
Scholars believe that Pope Leo I's Sermons 75–77 were given on Pentecost Sunday. In these sermons, dating to the 5th century, Leo discusses Macedonianism, which the Catholic Church denounced as heresy because Macedonianism considered the Holy Spirit inferior to the Father and Son, thereby undermining the Trinity. He also denounces Manichean doctrine on the Holy Spirit, which taught that the Holy Spirit was present in Mani. Leo discusses other Catholic doctrine pertaining to the Holy Spirit, especially emphasizing the Spirit's relationship to the Father and Son of the Trinity and the Catholic Church. He draws an analogy between Jewish practices and the Christian feast day: "As once to the Hebrew people, freed from Egypt, the law was given on Mt. Sinai on the fiftieth day after the sacrifice of the lamb, so after the Passion of the Christ when the true Lamb of God was killed, on the fiftieth day from his Resurrection, the Holy Spirit came down on the apostles and the community of believers."[38] Leo calls this the Second Covenant and says that it is "established by the same Spirit who has set up the first". He describes the descent of the Holy Spirit upon the disciples on Pentecost as the fulfillment of a "long-awaited promise".[38]
|
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|
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+
In Tobit 2:1 Pentēkostē is used as an alternate name for the Jewish holiday of Shavuot.[39] The NABRE translation of this passage reads: "on our festival of Pentecost, the holy feast of Weeks".[40]
|
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+
In the Eastern Orthodox Church, Pentecost is one of the Orthodox Great Feasts and is considered to be the highest ranking Great Feast of the Lord, second in rank only to Easter. The service is celebrated with an All-night Vigil on the eve of the feast day, and the Divine Liturgy on the day of the feast itself. Orthodox churches are often decorated with greenery and flowers on this feast day, and the celebration is intentionally similar to the Jewish holiday of Shavuot, which celebrates the giving of the Mosaic Law.
|
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+
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+
The feast itself lasts three days. The first day is known as "Trinity Sunday"; the second day is known as "Spirit Monday" (or "Monday of the Holy Spirit"); and the third day, Tuesday, is called the "Third Day of the Trinity."[41] The Afterfeast of Pentecost lasts for one week, during which fasting is not permitted, even on Wednesday and Friday. In the Orthodox Tradition, the liturgical color used at Pentecost is green, and the clergy and faithful carry flowers and green branches in their hands during the services.
|
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A popular tradition arose in both west and east of decorating the church with roses on Pentecost, leading to a popular designation of Pentecost as Latin: Festa Rosalia or "Rose Feast"; in Greek this became ρουσάλια (rousália).[42] This led to Rusalii becoming the Romanian language term for the feast, as well as the Neapolitan popular designation Pasca rusata ("rosey Easter").[citation needed] In modern times, the term in Greek refers to the eve of Pentecost, not Pentecost itself; or, in the case of Megara in Attica, to the Monday and Tuesday after Pascha,[43] as roses are often used during the whole liturgical season of the Pentecostarion, not just Pentecost. John Chrysostom warned his flock not to allow this custom to replace spiritually adorning themselves with virtue in reception of the Fruits of the Holy Spirit.[42]
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An extraordinary service called the "Kneeling Prayer" is observed on the night of Pentecost. This is a Vespers service to which are added three sets of long poetical prayers, the composition of Saint Basil the Great, during which everyone makes a full prostration, touching their foreheads to the floor (prostrations in church having been forbidden from the day of Pascha (Easter) up to this point). Uniquely, these prayers include a petition for all of those in hell, that they may be granted relief and even ultimate release from their confinement, if God deems this possible.[44]
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All of the remaining days of the ecclesiastical year, until the preparation for the next Great Lent, are named for the day after Pentecost on which they occur (for example, the 13th Tuesday After Pentecost).
|
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+
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The Second Monday after Pentecost is the beginning of the Apostles' Fast (which continues until the Feast of Saints Peter and Paul on June 29). Theologically, Orthodox do not consider Pentecost to be the "birthday" of the Church; they see the Church as having existed before the creation of the world (cf. The Shepherd of Hermas)[45]
|
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The Orthodox icon of the feast depicts the Twelve Apostles seated in a semicircle (sometimes the Theotokos (Virgin Mary) is shown sitting in the center of them). At the top of the icon, the Holy Spirit, in the form of tongues of fire, is descending upon them. At the bottom is an allegorical figure, called Kosmos, which symbolizes the world. Although Kosmos is crowned with earthly glory he sits in the darkness caused by the ignorance of God. He is holding a towel on which have been placed 12 scrolls, representing the teaching of the Twelve Apostles.
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In the ancient Coptic Orthodox Church of Alexandria, Pentecost is one of the seven Major "Lord's Feasts". It is celebrated at the time of ninth hour (3:00 pm) on the Sunday of Pentecost by a special three-segment prayer known as the "Office of Genuflection (Kneeling Prayer)". This feast is followed with the "Apostles Fast" which has a fixed end date on the fifth of the Coptic month of Epip [which currently falls on July 12, which is equivalent to June 29, due to the current 13-day Julian-Gregorian calendar offset]. The fifth of Epip is the commemoration of the Martyrdom of St. Peter and Paul.
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The liturgical celebrations of Pentecost in Western churches are as rich and varied as those in the East. The main sign of Pentecost in the West is the color red. It symbolizes joy and the fire of the Holy Spirit.
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Priests or ministers, and choirs wear red vestments, and in modern times, the custom has extended to the lay people of the congregation wearing red clothing in celebration as well. Red banners are often hung from walls or ceilings to symbolize the blowing of the "mighty wind"[46] and the free movement of the Spirit.[47]
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The celebrations may depict symbols of the Holy Spirit, such as the dove or flames, symbols of the church such as Noah's Ark and the Pomegranate, or especially within Protestant churches of Reformed and Evangelical traditions, words rather than images naming for example, the gifts and Fruits of the Spirit. Red flowers at the altar/preaching area, and red flowering plants such as geraniums around the church are also typical decorations for Pentecost masses/services. These symbolize the renewal of life, the coming of the warmth of summer, and the growth of the church at and from the first Pentecost.[48] In the southern hemisphere, for example, in southern Australia, Pentecost comes in the mellow autumntide, after the often great heat of summer, and the red leaves of the poinsettia have often been used to decorate churches then.
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These flowers often play an important role in the ancestral rites, and other rites, of the particular congregation. For example, in both Protestant and Catholic churches, the plants brought in to decorate for the holiday may be each "sponsored" by individuals in memory of a particular loved one, or in honor of a living person on a significant occasion, such as their Confirmation day.[48]
|
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In German speaking and other Central European countries, and also in overseas congregations originating from these countries through migration, green branches are also traditionally used to decorate churches for Pentecost. Birch is the tree most typically associated with this practice in Europe, but other species are employed in different climates.[citation needed]
|
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The singing of Pentecost hymns is also central to the celebration in the Western tradition. Hymns such as Martin Luther's "Komm, Heiliger Geist, Herre Gott" (Come, Holy Spirit, God and Lord),[49][50] Charles Wesley's "Spirit of Faith Come Down"[51][52] and "Come Holy Ghost Our Hearts Inspire"[53] or Hildegard von Bingen's "O Holy Spirit Root of Life"[54][55] are popular. Some traditional hymns of Pentecost make reference not only to themes relating to the Holy Spirit or the church, but to folk customs connected to the holiday as well, such as the decorating with green branches.[56] Other hymns include "Oh that I had a Thousand Voices" ("O daß ich tausend Zungen hätte")[57][58] by German, Johann Mentzer Verse 2: "Ye forest leaves so green and tender, that dance for joy in summer air…" or "O Day Full of Grace" ("Den signede Dag")[59] by Dane, N. F. S. Grundtvig verse 3: "Yea were every tree endowed with speech and every leaflet singing…".
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As Pentecost closes the Easter Season in the Roman Catholic Church, the dismissal with the double alleluia is sung at the end of Mass.[60] The Paschal Candle is removed from the sanctuary at the end of the day.
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In the Roman Catholic Church, Veni Sancte Spiritus is the sequence hymn for the Day of Pentecost. This has been translated into many languages and is sung in many denominations today. As an invocation of the Holy Spirit, Veni Creator Spiritus is sung during liturgical celebrations on the feast of Pentecost.[61][62]
|
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Trumpeters or brass ensembles are often specially contracted to accompany singing and provide special music at Pentecost services, recalling the Sound of the mighty wind.[46] While this practice is common among a wide spectrum of Western denominations (Eastern Churches do not employ instrumental accompaniment in their worship) it is particularly typical, and distinctive to the heritage of the Moravian Church.[63]
|
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|
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Another custom is reading the appointed Scripture lessons in multiple foreign languages recounting the speaking in tongues recorded in Acts 2:4–12.[64]
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|
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In the Middle Ages, cathedrals and great churches throughout Western Europe were fitted with a peculiar architectural feature known as a Holy Ghost hole: a small circular opening in the roof that symbolized the entrance of the Holy Spirit into the midst of the congregation. At Pentecost, these Holy Ghost holes would be decorated with flowers, and sometimes a dove figure lowered through into the church while the narrative of Pentecost was read. Holy Ghost holes can still be seen today in European churches such as Canterbury Cathedral.[citation needed]
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|
76 |
+
Similarly, a large two dimensional dove figure would be, and in some places still is, cut from wood, painted, and decorated with flowers, to be lowered over the congregation, particularly during the singing of the sequence hymn, or Veni Creator Spiritus. In other places, particularly Sicily and the Italian peninsula, rose petals were and are thrown from the galleries over the congregation, recalling the tongues of fire. In modern times, this practice has been revived, and adapted as well, to include the strewing of origami doves from above or suspending them, sometimes by the hundreds, from the ceiling.[65]
|
77 |
+
|
78 |
+
In some cases, red fans, or red handkerchiefs, are distributed to the congregation to be waved during the procession, etc. Other congregations have incorporated the use of red balloons, signifying the "Birthday of the Church". These may be borne by the congregants, decorate the sanctuary, or released all at once.
|
79 |
+
|
80 |
+
For some Protestants, the nine days between Ascension Day, and Pentecost are set aside as a time of fasting and universal prayer in honor of the disciples' time of prayer and unity awaiting the Holy Spirit. Similarly among Roman Catholics, special Pentecost novenas are prayed. The Pentecost Novena is considered the first novena, all other novenas prayed in preparation of various feasts deriving their practice from those original nine days of prayer observed by the disciples of Christ.
|
81 |
+
|
82 |
+
While the Eve of Pentecost was traditionally a day of fasting for Catholics, contemporary canon law no longer requires it. Both Catholics and Protestants may hold spiritual retreats, prayer vigils, and litanies in the days leading up to Pentecost. In some cases vigils on the Eve of Pentecost may last all night. Pentecost is also one of the occasions specially appointed for the Lutheran Litany to be sung.[66]
|
83 |
+
|
84 |
+
From the early days of Western Christianity, Pentecost became one of the days set aside to celebrate Baptism. In Northern Europe Pentecost was preferred even over Easter for this rite, as the temperatures in late spring might be supposed to be more conducive to outdoor immersion as was then the practice. It is proposed that the term Whit Sunday derives from the custom of the newly baptized wearing white clothing, and from the white vestments worn by the clergy in English liturgical uses. The holiday was also one of the three days each year (along with Christmas and Easter) Roman Catholics were required to confess and receive Holy Communion in order to remain in good ecclesiastical standing.[67]
|
85 |
+
|
86 |
+
Holy Communion is likewise often a feature of the Protestant observance of Pentecost as well. It is one of the relatively few Sundays some Reformed denominations may offer the communion meal, and is one of the days of the year specially appointed among Moravians for the celebration of their Love Feasts. Ordinations are celebrated across a wide array of Western denominations at Pentecost, or near to it. In some denominations, for example the Lutheran Church, even if an ordination or consecration of a deaconess is not celebrated on Pentecost, the liturgical color will invariably be red, and the theme of the service will be the Holy Spirit.
|
87 |
+
|
88 |
+
Above all, Pentecost is a day to hold Confirmation celebrations for youth. Flowers, the wearing of white robes or white dresses recalling Baptism, rites such as the laying on of hands, and vibrant singing play prominent roles on these joyous occasions, the blossoming of Spring forming an equal analogy with the blossoming of youth.
|
89 |
+
|
90 |
+
The typical image of Pentecost in the West is that of the Virgin Mary seated centrally and prominently among the disciples with flames resting on the crowns of their heads. Occasionally, parting clouds suggesting the action of the "mighty wind",[46] rays of light and the Dove are also depicted. Of course, the Western iconographic style is less static and stylized than that of the East, and other very different representations have been produced, and, in some cases, have achieved great fame such as the Pentecosts by Titian, Giotto, and el Greco.
|
91 |
+
|
92 |
+
St. Paul already in the 1st century notes the importance of this festival to the early Christian communities. (See: Acts 20:16 & 1 Corinthians 16:8) Since the lifetime of some who may have been eyewitnesses, annual celebrations of the descent of the Holy Spirit have been observed. Before the Second Vatican Council Pentecost Monday as well was a Holy Day of Obligation during which the Catholic Church addressed the newly baptized and confirmed. After the council, Pentecost Monday is no longer solemnized.
|
93 |
+
|
94 |
+
Nevertheless, Pentecost Monday remains an official festival in many Protestant churches, such as the (Lutheran) Church of Sweden, the Evangelical Lutheran Church of Finland, and others. In the Byzantine Catholic Rite Pentecost Monday is no longer a Holy Day of Obligation, but rather a simple holiday. In the Extraordinary Form of the liturgy of the Roman Catholic Church, as at Easter, the liturgical rank of Monday and Tuesday of Pentecost week is a Double of the First Class[68] and across many Western denominations, Pentecost is celebrated with an octave culminating on Trinity Sunday. However, in the modern Roman Rite (Ordinary Form), Pentecost ends after Evening Prayer on the feast day itself, with Ordinary Time resuming the next day.
|
95 |
+
|
96 |
+
Marking the festival's importance, in several denominations, such as the Lutheran, Episcopal, and United Methodist churches, and formerly in the Roman Catholic Church, all the Sundays from the holiday itself until Advent in late November or December are designated the 2nd, 3rd, Nth, Sunday after Pentecost, etc. Throughout the year, in Roman Catholic piety, Pentecost is the third of the Glorious Mysteries of the Holy Rosary, as well as being one of the Stations of the Resurrection or Via Lucis.
|
97 |
+
|
98 |
+
In some Evangelical and Pentecostal churches, where there is less emphasis on the liturgical year, Pentecost may still be one of the greatest celebrations in the year, such as in Germany or Romania. In other cases, Pentecost may be ignored as a holy day in these churches. In many evangelical churches in the United States, the secular holiday, Mother's Day, may be more celebrated than the ancient and biblical feast of Pentecost.[69] Some evangelicals and Pentecostals are observing the liturgical calendar and observe Pentecost as a day to teach the Gifts of the Holy Spirit.[clarification needed]
|
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+
|
100 |
+
Across denominational lines Pentecost has been an opportunity for Christians to honor the role of the Holy Spirit in their lives, and celebrate the birth of the Church in an ecumenical context.[70][71]
|
101 |
+
|
102 |
+
Several hymns were written and composed for Pentecost, notably Veni Creator Spiritus (Come, Creator Spirit), attributed to the 9th-century Rabanus Maurus, and translated throughout the centuries in different languages. This one and some more are suitable also for other occasions imploring the Holy Spirit, such as ordinations and coronations.
|
103 |
+
|
104 |
+
The Lutheran church of the Baroque observed three days of Pentecost. Some composers wrote sacred cantatas to be performed in the church services of these days. Johann Sebastian Bach composed several cantatas for Pentecost, including Erschallet, ihr Lieder, erklinget, ihr Saiten! BWV 172, in 1714 and Also hat Gott die Welt geliebt, BWV 68, in 1725. Gottfried Heinrich Stölzel wrote cantatas such as Werdet voll Geistes (Get full of spirit) in 1737.[72] Mozart composed an antiphon Veni Sancte Spiritus in 1768.
|
105 |
+
|
106 |
+
Olivier Messiaen composed an organ mass Messe de la Pentecôte in 1949/50. In 1964 Fritz Werner wrote an oratorio for Pentecost Veni, sancte spiritus (Come, Holy Spirit) on the sequence Veni Sancte Spiritus, and Jani Christou wrote Tongues of Fire, a Pentecost oratorio. Richard Hillert wrote a Motet for the Day of Pentecost for choir, vibraphone, and prepared electronic tape in 1969. Violeta Dinescu composed Pfingstoratorium, an oratorio for Pentecost for five soloists, mixed chorus and small orchestra in 1993. Daniel Elder's 21st century piece, "Factus est Repente", for a cappella choir, was premiered in 2013.
|
107 |
+
|
108 |
+
In Italy it was customary to scatter rose petals from the ceiling of the churches to recall the miracle of the fiery tongues; hence in Sicily and elsewhere in Italy Whitsunday is called Pasqua rosatum. The Italian name Pasqua rossa comes from the red colours of the vestments used on Whitsunday.[73]
|
109 |
+
|
110 |
+
In France it was customary to blow trumpets during Divine service, to recall the sound of the mighty wind which accompanied the Descent of the Holy Spirit.[73]
|
111 |
+
|
112 |
+
In the north west of England, church and chapel parades called Whit Walks take place at Whitsun (sometimes on Whit Friday, the Friday after Whitsun).[74] Typically, the parades contain brass bands and choirs; girls attending are dressed in white. Traditionally, Whit Fairs (sometimes called Whitsun Ales)[75] took place. Other customs such as morris dancing[76] and cheese rolling[77] are also associated with Whitsun. "Whitsunday" has been the name of the day in the Church of England. (The Book of Common Prayer only once uses the word "Pentecost" for the festival. Though some[who?] think that name derives from white clothes worn by newly baptised in Eastertide, it may well be seen as derived from "wit", hence "wisdom", the reference being to Holy Wisdom (Sancta Sophia, Hagia Sophia), referred to in Proverbs and the Book of Wisdom, with which the Holy Spirit has often been identified.
|
113 |
+
|
114 |
+
In Finland there is a saying known virtually by everyone which translates as "if one has no sweetheart until Pentecost, he/she will not have it during the whole summer."[78]
|
115 |
+
|
116 |
+
In Port Vila, the capital of Vanuatu, people originating from Pentecost Island usually celebrate their island's name-day with a special church service followed by cultural events such as dancing.[citation needed]
|
117 |
+
|
118 |
+
In Ukraine the springtime feast day of Zeleni Sviata became associated with the Pentecost. (The exact origin of the relationship is not known). The customs for the festival were performed in the following order: first, home and hearth would be cleaned; second, foods were prepared for the festival; finally, homes and churches were decorated with wildflowers and various types of green herbs and plants. A seven course meal may have been served as the Pentecost feast which may have included traditional dishes such as cereal with honey (kolyvo), rice or millet grains with milk, sauerkraut soup (kapusniak), chicken broth with handmade noodles (iushka z zaterkoiu), cheese turnovers (pyrizhky syrom), roast pork, buckwheat cakes served with eggs and cheese (blyntsi), and baked kasha.[79]
|
119 |
+
|
120 |
+
The earliest possible date is May 10 (as in 1818 and 2285). The latest possible date is June 13 (as in 1943 and 2038). The day of Pentecost is seven weeks after Easter Sunday: that is to say, the fiftieth day after Easter inclusive of Easter Sunday.[80] Pentecost may also refer to the 50 days from Easter to Pentecost Sunday inclusive of both.[81] Because Easter itself has no fixed date, this makes Pentecost a moveable feast.[82]
|
121 |
+
|
122 |
+
While Eastern Christianity treats Pentecost as the last day of Easter in its liturgies, in the Roman liturgy it is usually a separate feast.[83] The fifty days from Easter Sunday to Pentecost Sunday may also be called Eastertide.[83]
|
123 |
+
|
124 |
+
Since Pentecost itself is on a Sunday, it is automatically considered to be a public holiday in countries with large Christian denominations.
|
125 |
+
|
126 |
+
Pentecost Monday is a public holiday in many countries including Andorra, Austria, Belgium, Benin, Cyprus, Denmark, France, Germany, Greece, Hungary, Iceland, Liechtenstein, Luxembourg, the Netherlands, Norway, Romania (since 2008), Senegal, (most parts of) Switzerland, Togo and Ukraine.
|
127 |
+
|
128 |
+
In Sweden it was also a public holiday, but Pentecost Monday (Annandag Pingst) was replaced by Swedish National Day on June 6, by a government decision on December 15, 2004. In Italy and Malta, it is no longer a public holiday. It was a public holiday in Ireland until 1973, when it was replaced by Early Summer Holiday on the first Monday in June. In the United Kingdom the day is known as Whit Monday, and was a bank holiday until 1967 when it was replaced by the Spring Bank Holiday on the last Monday in May. In France, following reactions to the implementation of the Journée de solidarité envers les personnes âgées, Pentecost Monday has been reestablished as a regular (not as a working) holiday on May 3, 2005.[84]
|
129 |
+
|
130 |
+
According to legend, King Arthur always gathered all his knights at the round table for a feast and a quest on Pentecost:
|
131 |
+
|
132 |
+
So ever the king had a custom that at the feast of Pentecost in especial, afore other feasts in the year, he would not go that day to meat until he had heard or seen of a great marvel.
|
133 |
+
[85]
|
134 |
+
|
135 |
+
German poet Johann Wolfgang von Goethe declared Pentecost "das liebliche Fest" – the lovely Feast, in a selection by the same name in his Reineke Fuchs.
|
136 |
+
|
137 |
+
"Pfingsten, das liebliche Fest", speaks of Pentecost as a time of greening and blooming in fields, woods, hills, mountains, bushes and hedges, of birds singing new songs, meadows sprouting fragrant flowers, and of festive sunshine gleaming from the skies and coloring the earth – iconic lines idealizing the Pentecost holidays in the German-speaking lands.
|
138 |
+
|
139 |
+
Further, Goethe records an old peasant proverb relating to Pentecost in his "Sankt-Rochus-Fest zu Bingen"[87]
|
140 |
+
– Ripe strawberries at Pentecost mean a good wine crop.
|
141 |
+
|
142 |
+
Alexandre Dumas, père mentions of Pentecost in Twenty Years After (French: Vingt ans après), the sequel to The Three Musketeers. A meal is planned for the holiday, to which La Ramée, second in command of the prison, is invited, and by which contrivance, the Duke is able to escape. He speaks sarcastically of the festival to his jailor, foreshadowing his escape : "Now, what has Pentecost to do with me? Do you fear, say, that the Holy Ghost may come down in the form of fiery tongues and open the gates of my prison?"[88]
|
143 |
+
|
144 |
+
William Shakespeare mentions Pentecost in a line from Romeo and Juliet Act 1, Scene V. At the ball at his home, Capulet speaks in refuting an overestimate of the time elapsed since he last danced: "What, man? 'Tis not so much, 'tis not so much! 'Tis since the nuptial of Lucentio, Come Pentecost as quickly as it will, Some five-and-twenty years, and then we mask'd."[89] Note here the allusion to the tradition of mumming, Morris dancing and wedding celebrations at Pentecost.
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1 |
+
Monday is the day of the week between Sunday and Tuesday.[1] According to the international standard ISO 8601 it is the first day of the week. In countries that adopt the "Sunday-first" convention, it is the second day of the week.
|
2 |
+
The name of Monday is derived from Old English Mōnandæg and Middle English Monenday, originally a translation of Latin dies lunae "day of the Moon".[2]
|
3 |
+
|
4 |
+
The names of the day of the week were coined in the Roman era, in Greek and Latin, in the case of Monday as
|
5 |
+
ἡμέρᾱ Σελήνης, diēs Lūnae "day of the Moon".[2]
|
6 |
+
|
7 |
+
Many languages use terms either directly derived from these names, or loan-translations based on them.
|
8 |
+
The English noun Monday derived sometime before 1200 from monedæi, which itself developed from Old English (around 1000) mōnandæg and mōndæg (literally meaning "moon's day"), which has cognates in other Germanic languages, including Old Frisian mōnadeig, Middle Low German and Middle Dutch mānendag, mānendach (modern Dutch Maandag), Old High German mānetag (modern German Montag), and Old Norse mánadagr (Swedish and Norwegian nynorsk måndag, Icelandic mánudagur. Danish and Norwegian bokmål mandag). The Germanic term is a Germanic interpretation of Latin lunae dies ("day of the moon").[3]
|
9 |
+
Japanese and Korean share the same ancient Chinese words '月曜日' (Hiragana:げつようび, translit. getsuyо̄bi, Hangul:월요일) for Monday which means "day of the moon".
|
10 |
+
In many Indo-Aryan languages, the word for Monday is Somavāra or Chandravāra, Sanskrit loan-translations of "Monday".[4]
|
11 |
+
|
12 |
+
In some cases, the "ecclesiastical" names are used, a tradition of numbering the days of the week in order to avoid the "pagan" connotation of the planetary names, and to keep with the biblical name, in which Monday is the "second day" (Hebrew יום שני, Greek Δευτέρα ἡμέρα, Latin feria secunda, Arabic الأثنين ).
|
13 |
+
In many Slavic languages the name of the day translates to "after Sunday/holiday". Russian понедельник (ponyedyelnik) literally translated, Monday means "next to the week", по "next to" or "on" недельник "(the) week" Croatian and Bosnian ponedjeljak, Serbian понедељак (ponedeljak), Ukrainian понеділок (ponedilok), Bulgarian понеделник (ponedelnik), Polish poniedziałek, Czech pondělí, Slovak pondelok, Slovenian ponedeljek. In Turkish it is called pazartesi, which also means "after Sunday".
|
14 |
+
|
15 |
+
Historically, the Greco-Roman week began with Sunday (dies solis), and Monday (dies lunae) was the second day of the week.
|
16 |
+
It is still the custom to refer to Monday as feria secunda in the liturgical calendar of the Roman Catholic Church.
|
17 |
+
Quakers also traditionally referred to Monday as "Second Day".[5] The Portuguese and the Greek (Eastern Orthodox Church) also retain the ecclesiastical tradition (Portuguese segunda-feira, Greek Δευτέρα "devtéra" "second"). Likewise the Modern Hebrew name for Monday is yom-sheni (יום שני).
|
18 |
+
|
19 |
+
In modern times, it has become more common to consider Monday the first day of the week.
|
20 |
+
The international ISO 8601 standard places Monday as the first day of the week, and this is widely used on calendars in Europe and in international business. Monday is xīngqīyī (星期一) in Chinese, meaning "day one of the week".
|
21 |
+
Modern Western culture usually looks at Monday as the beginning of the workweek.
|
22 |
+
|
23 |
+
In the Eastern Orthodox Church Mondays are days on which the Angels are commemorated. The Octoechos contains hymns on this theme, arranged in an eight-week cycle, that are chanted on Mondays throughout the year. At the end of Divine Services on Monday, the dismissal begins with the words: "May Christ our True God, through the intercession, s of his most-pure Mother, of the honourable, Bodiless Powers (i.e., the angels) of Heaven…". In many Eastern monasteries Mondays are observed as fast days; because Mondays are dedicated to the angels, and monks strive to live an angelic life. In these monasteries the monks abstain from meat, fowl, dairy products, fish, wine and oil (if a feast day occurs on a Monday, fish, wine and oil may be allowed, depending upon the particular feast).
|
24 |
+
|
25 |
+
The Church of Jesus Christ of Latter-day Saints spend one evening per week called Family Home Evening (FHE) or Family Night usually Monday, that families are encouraged to spend together in study, prayer and other family activities. Many businesses[who?] owned by Latter-Day Saints close early on Mondays so they and their customers are able to spend more time with their families.
|
26 |
+
|
27 |
+
In Islam, Mondays are one of the days in a week in which Muslims are encouraged to do voluntary fasting, the other being Thursdays. There are a number of Hadith which narrated of prophet Muhammad fasting on these days.[6][7]
|
28 |
+
|
29 |
+
According to the same Hadith, prophet Muhammad was born on Monday.[6][7] It is also narrated that he received his first revelation (which would later become the Qur'an) on Monday.
|
30 |
+
|
31 |
+
In Judaism Mondays are considered auspicious days for fasting. The Didache warned early Christians not to fast on Mondays to avoid Judaizing, and suggests Wednesdays instead.
|
32 |
+
|
33 |
+
In Judaism a small portion of the weekly Parashah in Torah is read in public on Monday and Thursday mornings, as a supplement for the Saturday reading). Special penitential prayers are recited on Monday, unless there is a special occasion for happiness which cancels them. According to the Mishna and Talmud, these traditions are due to Monday and Thursday being "the market days" when people gathered from the towns to the city.
|
34 |
+
|
35 |
+
A tradition of Ashkenazi Jews to voluntarily fast on the first consecutive Monday Thursday and Monday of the Hebrew month is prevailant among the ultra orthodox.
|
36 |
+
|
37 |
+
In Hebrew, Monday is called "Yom Shayni," meaning literally "Second Day" following the biblical reference to the sabbath day as the "Seventh day" and the tradition of that day being on Saturday. It has been established that the phonetic and cultural link between the planet Saturn, Saturday and the Sabbath day are of ancient Mesopotanian origin[8]
|
38 |
+
|
39 |
+
A number of popular songs in Western culture feature Monday, often as a day of depression, anxiety, avolition, hysteria, or melancholy (mostly because of its association with the first day of the work week). For example, "Monday, Monday" (1966) from the Mamas & the Papas, "Rainy Days and Mondays" (1971) from the Carpenters, "I Don't Like Mondays" (1979) from the Boomtown Rats, Monday, Monday, Monday (2002) from Tegan and Sara, and "Manic Monday" (1986) from the Bangles (written by Prince).
|
40 |
+
|
41 |
+
There is a band named the Happy Mondays and an American pop punk band Hey Monday.
|
42 |
+
|
43 |
+
The popular comic strip character Garfield by Jim Davis is well known for his disdain for Mondays.[9]
|
44 |
+
|
45 |
+
In the United Kingdom, more people commit suicide in England and Wales on Mondays than other days of the week;[10] more people in the country in general call in sick;[11] and more people worldwide surf the web.[12]
|
46 |
+
|
47 |
+
During July 2002, the consulting firm of PricewaterhouseCoopers Consulting briefly announced that it would rename itself to Monday, and spend $110 million over the next year to establish that brand before it later reversed that decision.[13]
|
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+
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The Moon is an astronomical body orbiting Earth and is the planet's only natural satellite. It is the fifth-largest satellite in the Solar System, and by far[13] the largest among planetary satellites relative to the size of the planet that it orbits.[f] The Moon is, after Jupiter's satellite Io, the second-densest satellite in the Solar System among those whose densities are known.
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The Moon is thought to have formed about 4.51 billion years ago, not long after Earth. The most widely accepted explanation is that the Moon formed from the debris left over after a giant impact between Earth and a hypothetical Mars-sized body called Theia. New research of Moon rocks, although not rejecting the Theia hypothesis, suggests that the Moon may be older than previously thought.[14]
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The Moon is in synchronous rotation with Earth, and thus always shows the same side to Earth, the near side. Because of libration, slightly more than half (about 59%) of the total lunar surface can be viewed from Earth.[15] The near side is marked by dark volcanic maria that fill the spaces between the bright ancient crustal highlands and the prominent impact craters. After the Sun, the Moon is the second-brightest celestial object regularly visible in Earth's sky. Its surface is actually dark, although compared to the night sky it appears very bright, with a reflectance just slightly higher than that of worn asphalt. Its gravitational influence produces the ocean tides, body tides, and the slight lengthening of the day.
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The Moon's average orbital distance is 384,402 km (238,856 mi),[16][17] or 1.28 light-seconds. This is about thirty times the diameter of Earth. The Moon's apparent size in the sky is almost the same as that of the Sun, since the star is about 400 times the lunar distance and diameter. Therefore, the Moon covers the Sun nearly precisely during a total solar eclipse. This matching of apparent visual size will not continue in the far future because the Moon's distance from Earth is gradually increasing.
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The Moon was first reached by a human-made object in September 1959, when the Soviet Union's Luna 2, an uncrewed spacecraft, was intentionally crashed onto the lunar surface. This accomplishment was followed by the first successful soft landing on the Moon by Luna 9 in 1966. The United States' NASA Apollo program achieved the only human lunar missions to date, beginning with the first human orbital mission by Apollo 8 in 1968, and six human landings between 1969 and 1972, with the first being Apollo 11 in July 1969. These missions returned lunar rocks which have been used to develop a geological understanding of the Moon's origin, internal structure, and the Moon's later history. Since the 1972 Apollo 17 mission, the Moon has been visited only by un-crewed spacecraft.
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Both the Moon's natural prominence in the earthly sky and its regular cycle of phases as seen from Earth have provided cultural references and influences for human societies and cultures since time immemorial. Such cultural influences can be found in language, lunar calendar systems, art, and mythology.
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The usual English proper name for Earth's natural satellite is simply the Moon, with a capital M.[18][19] The noun moon is derived from Old English mōna, which (like all its Germanic cognates) stems from Proto-Germanic *mēnōn,[20] which in turn comes from Proto-Indo-European *mēnsis "month"[21] (from earlier *mēnōt, genitive *mēneses) which may be related to the verb "measure" (of time).[22]
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Occasionally, the name Luna /ˈluːnə/ is used in scientific writing[23] and especially in science fiction to distinguish the Earth's moon from others, while in poetry "Luna" has been used to denote personification of Earth's moon.[24] Cynthia /ˈsɪnθiə/ is another poetic name, though rare, for the Moon personified as a goddess,[25] while Selene /səˈliːniː/ (literally "Moon") is the Greek goddess of the Moon.
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The usual English adjective pertaining to the Moon is "lunar", derived from the Latin word for the Moon, lūna. The adjective selenian /səliːniən/,[26] derived from the Greek word for the Moon, σελήνη selēnē, and used to describe the Moon as a world rather than as an object in the sky, is rare,[27] while its cognate selenic was originally a rare synonym[28] but now nearly always refers to the chemical element selenium.[29] The Greek word for the Moon does however provide us with the prefix seleno-, as in selenography, the study of the physical features of the Moon, as well as the element name selenium.[30][31]
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The Greek goddess of the wilderness and the hunt, Artemis, equated with the Roman Diana, one of whose symbols was the Moon and who was often regarded as the goddess of the Moon, was also called Cynthia, from her legendary birthplace on Mount Cynthus.[32] These names – Luna, Cynthia and Selene – are reflected in technical terms for lunar orbits such as apolune, pericynthion and selenocentric.
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The Moon formed 4.51 billion years ago,[g] some 60 million years after the origin of the Solar System. Several forming mechanisms have been proposed,[33] including the fission of the Moon from Earth's crust through centrifugal force[34] (which would require too great an initial spin of Earth),[35] the gravitational capture of a pre-formed Moon[36] (which would require an unfeasibly extended atmosphere of Earth to dissipate the energy of the passing Moon),[35] and the co-formation of Earth and the Moon together in the primordial accretion disk (which does not explain the depletion of metals in the Moon).[35] These hypotheses also cannot account for the high angular momentum of the Earth–Moon system.[37]
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The prevailing hypothesis is that the Earth–Moon system formed after an impact of a Mars-sized body (named Theia) with the proto-Earth (giant impact). The impact blasted material into Earth's orbit and then the material accreted and formed the Moon.[38][39]
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The Moon's far side has a crust that is 50 km (31 mi) thicker than that of the near side. This is thought to be because the Moon fused from two different bodies.
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This hypothesis, although not perfect, perhaps best explains the evidence. Eighteen months prior to an October 1984 conference on lunar origins, Bill Hartmann, Roger Phillips, and Jeff Taylor challenged fellow lunar scientists: "You have eighteen months. Go back to your Apollo data, go back to your computer, do whatever you have to, but make up your mind. Don't come to our conference unless you have something to say about the Moon's birth." At the 1984 conference at Kona, Hawaii, the giant impact hypothesis emerged as the most consensual theory.
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Before the conference, there were partisans of the three "traditional" theories, plus a few people who were starting to take the giant impact seriously, and there was a huge apathetic middle who didn't think the debate would ever be resolved. Afterward, there were essentially only two groups: the giant impact camp and the agnostics.[40]
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Giant impacts are thought to have been common in the early Solar System. Computer simulations of giant impacts have produced results that are consistent with the mass of the lunar core and the angular momentum of the Earth–Moon system. These simulations also show that most of the Moon derived from the impactor, rather than the proto-Earth.[41] However, more recent simulations suggest a larger fraction of the Moon derived from the proto-Earth.[42][43][44][45] Other bodies of the inner Solar System such as Mars and Vesta have, according to meteorites from them, very different oxygen and tungsten isotopic compositions compared to Earth. However, Earth and the Moon have nearly identical isotopic compositions. The isotopic equalization of the Earth-Moon system might be explained by the post-impact mixing of the vaporized material that formed the two,[46] although this is debated.[47]
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The impact released a lot of energy and then the released material re-accreted into the Earth–Moon system. This would have melted the outer shell of Earth, and thus formed a magma ocean.[48][49] Similarly, the newly formed Moon would also have been affected and had its own lunar magma ocean; its depth is estimated from about 500 km (300 miles) to 1,737 km (1,079 miles).[48]
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While the giant impact hypothesis might explain many lines of evidence, some questions are still unresolved, most of which involve the Moon's composition.[50]
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In 2001, a team at the Carnegie Institute of Washington reported the most precise measurement of the isotopic signatures of lunar rocks.[51] The rocks from the Apollo program had the same isotopic signature as rocks from Earth, differing from almost all other bodies in the Solar System. This observation was unexpected, because most of the material that formed the Moon was thought to come from Theia and it was announced in 2007 that there was less than a 1% chance that Theia and Earth had identical isotopic signatures.[52] Other Apollo lunar samples had in 2012 the same titanium isotopes composition as Earth,[53] which conflicts with what is expected if the Moon formed far from Earth or is derived from Theia. These discrepancies may be explained by variations of the giant impact hypothesis.
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The Moon is a very slightly scalene ellipsoid due to tidal stretching, with its long axis displaced 30° from facing the Earth (due to gravitational anomalies from impact basins). Its shape is more elongated than current tidal forces can account for. This 'fossil bulge' indicates that the Moon solidified when it orbited at half its current distance to the Earth, and that it is now too cold for its shape to adjust to its orbit.[54]
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The Moon is a differentiated body. It has a geochemically distinct crust, mantle, and core. The Moon has a solid iron-rich inner core with a radius possibly as small as 240 kilometres (150 mi) and a fluid outer core primarily made of liquid iron with a radius of roughly 300 kilometres (190 mi). Around the core is a partially molten boundary layer with a radius of about 500 kilometres (310 mi).[56][57] This structure is thought to have developed through the fractional crystallization of a global magma ocean shortly after the Moon's formation 4.5 billion years ago.[58]
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Crystallization of this magma ocean would have created a mafic mantle from the precipitation and sinking of the minerals olivine, clinopyroxene, and orthopyroxene; after about three-quarters of the magma ocean had crystallised, lower-density plagioclase minerals could form and float into a crust atop.[59] The final liquids to crystallise would have been initially sandwiched between the crust and mantle, with a high abundance of incompatible and heat-producing elements.[1]
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Consistent with this perspective, geochemical mapping made from orbit suggests the crust of mostly anorthosite.[12] The Moon rock samples of the flood lavas that erupted onto the surface from partial melting in the mantle confirm the mafic mantle composition, which is more iron-rich than that of Earth.[1]
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The crust is on average about 50 kilometres (31 mi) thick.[1]
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The Moon is the second-densest satellite in the Solar System, after Io.[60] However, the inner core of the Moon is small, with a radius of about 350 kilometres (220 mi) or less,[1] around 20% of the radius of the Moon. Its composition is not well understood, but is probably metallic iron alloyed with a small amount of sulphur and nickel; analyses of the Moon's time-variable rotation suggest that it is at least partly molten.[61]
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The topography of the Moon has been measured with laser altimetry and stereo image analysis.[62] Its most visible topographic feature is the giant far-side South Pole–Aitken basin, some 2,240 km (1,390 mi) in diameter, the largest crater on the Moon and the second-largest confirmed impact crater in the Solar System.[63][64] At 13 km (8.1 mi) deep, its floor is the lowest point on the surface of the Moon.[63][65] The highest elevations of the surface are located directly to the northeast, and it has been suggested might have been thickened by the oblique formation impact of the South Pole–Aitken basin.[66] Other large impact basins such as Imbrium, Serenitatis, Crisium, Smythii, and Orientale also possess regionally low elevations and elevated rims.[63] The far side of the lunar surface is on average about 1.9 km (1.2 mi) higher than that of the near side.[1]
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The discovery of fault scarp cliffs by the Lunar Reconnaissance Orbiter suggest that the Moon has shrunk within the past billion years, by about 90 metres (300 ft).[67] Similar shrinkage features exist on Mercury. A recent study of over 12000 images from the orbiter has observed that Mare Frigoris near the north pole, a vast basin assumed to be geologically dead, has been cracking and shifting. Since the Moon doesn't have tectonic plates, its tectonic activity is slow and cracks develop as it loses heat over the years.[68]
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The dark and relatively featureless lunar plains, clearly seen with the naked eye, are called maria (Latin for "seas"; singular mare), as they were once believed to be filled with water;[69] they are now known to be vast solidified pools of ancient basaltic lava. Although similar to terrestrial basalts, lunar basalts have more iron and no minerals altered by water.[70] The majority of these lavas erupted or flowed into the depressions associated with impact basins. Several geologic provinces containing shield volcanoes and volcanic domes are found within the near side "maria".[71]
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Almost all maria are on the near side of the Moon, and cover 31% of the surface of the near side,[72] compared with 2% of the far side.[73] This is thought to be due to a concentration of heat-producing elements under the crust on the near side, seen on geochemical maps obtained by Lunar Prospector's gamma-ray spectrometer, which would have caused the underlying mantle to heat up, partially melt, rise to the surface and erupt.[59][74][75] Most of the Moon's mare basalts erupted during the Imbrian period, 3.0–3.5 billion years ago, although some radiometrically dated samples are as old as 4.2 billion years.[76] Until recently, the youngest eruptions, dated by crater counting, appeared to have been only 1.2 billion years ago.[77] In 2006, a study of Ina, a tiny depression in Lacus Felicitatis, found jagged, relatively dust-free features that, because of the lack of erosion by infalling debris, appeared to be only 2 million years old.[78] Moonquakes and releases of gas also indicate some continued lunar activity.[78] In 2014 NASA announced "widespread evidence of young lunar volcanism" at 70 irregular mare patches identified by the Lunar Reconnaissance Orbiter, some less than 50 million years old. This raises the possibility of a much warmer lunar mantle than previously believed, at least on the near side where the deep crust is substantially warmer because of the greater concentration of radioactive elements.[79][80][81][82] Just prior to this, evidence has been presented for 2–10 million years younger basaltic volcanism inside the crater Lowell,[83][84] Orientale basin, located in the transition zone between the near and far sides of the Moon. An initially hotter mantle and/or local enrichment of heat-producing elements in the mantle could be responsible for prolonged activities also on the far side in the Orientale basin.[85][86]
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The lighter-colored regions of the Moon are called terrae, or more commonly highlands, because they are higher than most maria. They have been radiometrically dated to having formed 4.4 billion years ago, and may represent plagioclase cumulates of the lunar magma ocean.[76][77] In contrast to Earth, no major lunar mountains are believed to have formed as a result of tectonic events.[87]
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The concentration of maria on the Near Side likely reflects the substantially thicker crust of the highlands of the Far Side, which may have formed in a slow-velocity impact of a second moon of Earth a few tens of millions of years after their formation.[88][89]
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The other major geologic process that has affected the Moon's surface is impact cratering,[90] with craters formed when asteroids and comets collide with the lunar surface. There are estimated to be roughly 300,000 craters wider than 1 km (0.6 mi) on the Moon's near side alone.[91] The lunar geologic timescale is based on the most prominent impact events, including Nectaris, Imbrium, and Orientale, structures characterized by multiple rings of uplifted material, between hundreds and thousands of kilometers in diameter and associated with a broad apron of ejecta deposits that form a regional stratigraphic horizon.[92] The lack of an atmosphere, weather and recent geological processes mean that many of these craters are well-preserved. Although only a few multi-ring basins have been definitively dated, they are useful for assigning relative ages. Because impact craters accumulate at a nearly constant rate, counting the number of craters per unit area can be used to estimate the age of the surface.[92] The radiometric ages of impact-melted rocks collected during the Apollo missions cluster between 3.8 and 4.1 billion years old: this has been used to propose a Late Heavy Bombardment of impacts.[93]
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Blanketed on top of the Moon's crust is a highly comminuted (broken into ever smaller particles) and impact gardened surface layer called regolith, formed by impact processes. The finer regolith, the lunar soil of silicon dioxide glass, has a texture resembling snow and a scent resembling spent gunpowder.[94] The regolith of older surfaces is generally thicker than for younger surfaces: it varies in thickness from 10–20 km (6.2–12.4 mi) in the highlands and 3–5 km (1.9–3.1 mi) in the maria.[95]
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Beneath the finely comminuted regolith layer is the megaregolith, a layer of highly fractured bedrock many kilometers thick.[96]
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Comparison of high-resolution images obtained by the Lunar Reconnaissance Orbiter has shown a contemporary crater-production rate significantly higher than previously estimated. A secondary cratering process caused by distal ejecta is thought to churn the top two centimeters of regolith a hundred times more quickly than previous models suggested – on a timescale of 81,000 years.[97][98]
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Lunar swirls are enigmatic features found across the Moon's surface. They are characterized by a high albedo, appear optically immature (i.e. the optical characteristics of a relatively young regolith), and have often a sinuous shape. Their shape is often accentuated by low albedo regions that wind between the bright swirls.
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Liquid water cannot persist on the lunar surface. When exposed to solar radiation, water quickly decomposes through a process known as photodissociation and is lost to space. However, since the 1960s, scientists have hypothesized that water ice may be deposited by impacting comets or possibly produced by the reaction of oxygen-rich lunar rocks, and hydrogen from solar wind, leaving traces of water which could possibly persist in cold, permanently shadowed craters at either pole on the Moon.[99][100] Computer simulations suggest that up to 14,000 km2 (5,400 sq mi) of the surface may be in permanent shadow.[101] The presence of usable quantities of water on the Moon is an important factor in rendering lunar habitation as a cost-effective plan; the alternative of transporting water from Earth would be prohibitively expensive.[102]
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In years since, signatures of water have been found to exist on the lunar surface.[103] In 1994, the bistatic radar experiment located on the Clementine spacecraft, indicated the existence of small, frozen pockets of water close to the surface. However, later radar observations by Arecibo, suggest these findings may rather be rocks ejected from young impact craters.[104] In 1998, the neutron spectrometer on the Lunar Prospector spacecraft showed that high concentrations of hydrogen are present in the first meter of depth in the regolith near the polar regions.[105] Volcanic lava beads, brought back to Earth aboard Apollo 15, showed small amounts of water in their interior.[106]
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The 2008 Chandrayaan-1 spacecraft has since confirmed the existence of surface water ice, using the on-board Moon Mineralogy Mapper. The spectrometer observed absorption lines common to hydroxyl, in reflected sunlight, providing evidence of large quantities of water ice, on the lunar surface. The spacecraft showed that concentrations may possibly be as high as 1,000 ppm.[107] Using the mapper's reflectance spectra, indirect lighting of areas in shadow confirmed water ice within 20° latitude of both poles in 2018.[108] In 2009, LCROSS sent a 2,300 kg (5,100 lb) impactor into a permanently shadowed polar crater, and detected at least 100 kg (220 lb) of water in a plume of ejected material.[109][110] Another examination of the LCROSS data showed the amount of detected water to be closer to 155 ± 12 kg (342 ± 26 lb).[111]
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In May 2011, 615–1410 ppm water in melt inclusions in lunar sample 74220 was reported,[112] the famous high-titanium "orange glass soil" of volcanic origin collected during the Apollo 17 mission in 1972. The inclusions were formed during explosive eruptions on the Moon approximately 3.7 billion years ago. This concentration is comparable with that of magma in Earth's upper mantle. Although of considerable selenological interest, this announcement affords little comfort to would-be lunar colonists – the sample originated many kilometers below the surface, and the inclusions are so difficult to access that it took 39 years to find them with a state-of-the-art ion microprobe instrument.
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Analysis of the findings of the Moon Mineralogy Mapper (M3) revealed in August 2018 for the first time "definitive evidence" for water-ice on the lunar surface.[113][114] The data revealed the distinct reflective signatures of water-ice, as opposed to dust and other reflective substances.[115] The ice deposits were found on the North and South poles, although it is more abundant in the South, where water is trapped in permanently shadowed craters and crevices, allowing it to persist as ice on the surface since they are shielded from the sun.[113][115]
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The gravitational field of the Moon has been measured through tracking the Doppler shift of radio signals emitted by orbiting spacecraft. The main lunar gravity features are mascons, large positive gravitational anomalies associated with some of the giant impact basins, partly caused by the dense mare basaltic lava flows that fill those basins.[116][117] The anomalies greatly influence the orbit of spacecraft about the Moon. There are some puzzles: lava flows by themselves cannot explain all of the gravitational signature, and some mascons exist that are not linked to mare volcanism.[118]
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The Moon has an external magnetic field of generally less than 0.2 nanoteslas,[119] or less than one hundred thousandth that of Earth. The Moon does not currently have a global dipolar magnetic field and only has crustal magnetization likely acquired early in its history when a dynamo was still operating.[120][121] However, early in its history, 4 billion years ago, its magnetic field strength was likely close to that of Earth today.[119] This early dynamo field apparently expired by about one billion years ago, after the lunar core had completely crystallized.[119] Theoretically, some of the remnant magnetization may originate from transient magnetic fields generated during large impacts through the expansion of plasma clouds. These clouds are generated during large impacts in an ambient magnetic field. This is supported by the location of the largest crustal magnetizations situated near the antipodes of the giant impact basins.[122]
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The Moon has an atmosphere so tenuous as to be nearly vacuum, with a total mass of less than 10 tonnes (9.8 long tons; 11 short tons).[125] The surface pressure of this small mass is around 3 × 10−15 atm (0.3 nPa); it varies with the lunar day. Its sources include outgassing and sputtering, a product of the bombardment of lunar soil by solar wind ions.[12][126] Elements that have been detected include sodium and potassium, produced by sputtering (also found in the atmospheres of Mercury and Io); helium-4 and neon[127] from the solar wind; and argon-40, radon-222, and polonium-210, outgassed after their creation by radioactive decay within the crust and mantle.[128][129] The absence of such neutral species (atoms or molecules) as oxygen, nitrogen, carbon, hydrogen and magnesium, which are present in the regolith, is not understood.[128] Water vapor has been detected by Chandrayaan-1 and found to vary with latitude, with a maximum at ~60–70 degrees; it is possibly generated from the sublimation of water ice in the regolith.[130] These gases either return into the regolith because of the Moon's gravity or are lost to space, either through solar radiation pressure or, if they are ionized, by being swept away by the solar wind's magnetic field.[128]
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A permanent asymmetric Moon dust cloud exists around the Moon, created by small particles from comets. Estimates are 5 tons of comet particles strike the Moon's surface every 24 hours. The particles striking the Moon's surface eject Moon dust above the Moon. The dust stays above the Moon approximately 10 minutes, taking 5 minutes to rise, and 5 minutes to fall. On average, 120 kilograms of dust are present above the Moon, rising to 100 kilometers above the surface. The dust measurements were made by LADEE's Lunar Dust EXperiment (LDEX), between 20 and 100 kilometers above the surface, during a six-month period. LDEX detected an average of one 0.3 micrometer Moon dust particle each minute. Dust particle counts peaked during the Geminid, Quadrantid, Northern Taurid, and Omicron Centaurid meteor showers, when the Earth, and Moon, pass through comet debris. The cloud is asymmetric, more dense near the boundary between the Moon's dayside and nightside.[131][132]
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In October 2017, NASA scientists at the Marshall Space Flight Center and the Lunar and Planetary Institute in Houston announced their finding, based on studies of Moon magma samples retrieved by the Apollo missions, that the Moon had once possessed a relatively thick atmosphere for a period of 70 million years between 3 and 4 billion years ago. This atmosphere, sourced from gases ejected from lunar volcanic eruptions, was twice the thickness of that of present-day Mars. The ancient lunar atmosphere was eventually stripped away by solar winds and dissipated into space.[133]
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The Moon's axial tilt with respect to the ecliptic is only 1.5424°,[134] much less than the 23.44° of Earth. Because of this, the Moon's solar illumination varies much less with season, and topographical details play a crucial role in seasonal effects.[135] From images taken by Clementine in 1994, it appears that four mountainous regions on the rim of the crater Peary at the Moon's north pole may remain illuminated for the entire lunar day, creating peaks of eternal light. No such regions exist at the south pole. Similarly, there are places that remain in permanent shadow at the bottoms of many polar craters,[101] and these "craters of eternal darkness" are extremely cold: Lunar Reconnaissance Orbiter measured the lowest summer temperatures in craters at the southern pole at 35 K (−238 °C; −397 °F)[136] and just 26 K (−247 °C; −413 °F) close to the winter solstice in the north polar crater Hermite. This is the coldest temperature in the Solar System ever measured by a spacecraft, colder even than the surface of Pluto.[135] Average temperatures of the Moon's surface are reported, but temperatures of different areas will vary greatly depending upon whether they are in sunlight or shadow.[137]
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Scale model of the Earth–Moon system: Sizes and distances are to scale.
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The Moon makes a complete orbit around Earth with respect to the fixed stars about once every 27.3 days[h] (its sidereal period). However, because Earth is moving in its orbit around the Sun at the same time, it takes slightly longer for the Moon to show the same phase to Earth, which is about 29.5 days[i] (its synodic period).[72] Unlike most satellites of other planets, the Moon orbits closer to the ecliptic plane than to the planet's equatorial plane. The Moon's orbit is subtly perturbed by the Sun and Earth in many small, complex and interacting ways. For example, the plane of the Moon's orbit gradually rotates once every 18.61 years,[138] which affects other aspects of lunar motion. These follow-on effects are mathematically described by Cassini's laws.[139]
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The Moon is an exceptionally large natural satellite relative to Earth: Its diameter is more than a quarter and its mass is 1/81 of Earth's.[72] It is the largest moon in the Solar System relative to the size of its planet,[j] though Charon is larger relative to the dwarf planet Pluto, at 1/9 Pluto's mass.[f][140] The Earth and the Moon's barycentre, their common center of mass, is located 1,700 km (1,100 mi) (about a quarter of Earth's radius) beneath Earth's surface.
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The Earth revolves around the Earth-Moon barycentre once a sidereal month, with 1/81 the speed of the Moon, or about 12.5 metres (41 ft) per second. This motion is superimposed on the much larger revolution of the Earth around the Sun at a speed of about 30 kilometres (19 mi) per second.
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The surface area of the Moon is slightly less than the areas of North and South America combined.
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The Moon is in synchronous rotation as it orbits Earth; it rotates about its axis in about the same time it takes to orbit Earth. This results in it always keeping nearly the same face turned towards Earth. However, because of the effect of libration, about 59% of the Moon's surface can actually be seen from Earth. The side of the Moon that faces Earth is called the near side, and the opposite the far side. The far side is often inaccurately called the "dark side", but it is in fact illuminated as often as the near side: once every 29.5 Earth days. During new moon, the near side is dark.[141]
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The Moon had once rotated at a faster rate, but early in its history its rotation slowed and became tidally locked in this orientation as a result of frictional effects associated with tidal deformations caused by Earth.[142] With time, the energy of rotation of the Moon on its axis was dissipated as heat, until there was no rotation of the Moon relative to Earth. In 2016, planetary scientists using data collected on the much earlier NASA Lunar Prospector mission, found two hydrogen-rich areas (most likely former water ice) on opposite sides of the Moon. It is speculated that these patches were the poles of the Moon billions of years ago before it was tidally locked to Earth.[143]
|
112 |
+
|
113 |
+
The Moon has an exceptionally low albedo, giving it a reflectance that is slightly brighter than that of worn asphalt. Despite this, it is the brightest object in the sky after the Sun.[72][k] This is due partly to the brightness enhancement of the opposition surge; the Moon at quarter phase is only one-tenth as bright, rather than half as bright, as at full moon.[144] Additionally, color constancy in the visual system recalibrates the relations between the colors of an object and its surroundings, and because the surrounding sky is comparatively dark, the sunlit Moon is perceived as a bright object. The edges of the full moon seem as bright as the center, without limb darkening, because of the reflective properties of lunar soil, which retroreflects light more towards the Sun than in other directions. The Moon does appear larger when close to the horizon, but this is a purely psychological effect, known as the moon illusion, first described in the 7th century BC.[145] The full Moon's angular diameter is about 0.52° (on average) in the sky, roughly the same apparent size as the Sun (see § Eclipses).
|
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+
|
115 |
+
The Moon's highest altitude at culmination varies by its phase and time of year. The full moon is highest in the sky during winter (for each hemisphere). The orientation of the Moon's crescent also depends on the latitude of the viewing location; an observer in the tropics can see a smile-shaped crescent Moon.[146] The Moon is visible for two weeks every 27.3 days at the North and South Poles. Zooplankton in the Arctic use moonlight when the Sun is below the horizon for months on end.[147]
|
116 |
+
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117 |
+
The distance between the Moon and Earth varies from around 356,400 km (221,500 mi) to 406,700 km (252,700 mi) at perigee (closest) and apogee (farthest), respectively. On 14 November 2016, it was closer to Earth when at full phase than it has been since 1948, 14% closer than its farthest position in apogee.[150] Reported as a "supermoon", this closest point coincided within an hour of a full moon, and it was 30% more luminous than when at its greatest distance because its angular diameter is 14% greater and
|
118 |
+
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119 |
+
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120 |
+
|
121 |
+
|
122 |
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123 |
+
1.14
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+
|
125 |
+
2
|
126 |
+
|
127 |
+
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128 |
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≈
|
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1.30
|
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+
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132 |
+
|
133 |
+
{\displaystyle \scriptstyle 1.14^{2}\approx 1.30}
|
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+
|
135 |
+
.[151][152][153] At lower levels, the human perception of reduced brightness as a percentage is provided by the following formula:[154][155]
|
136 |
+
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137 |
+
When the actual reduction is 1.00 / 1.30, or about 0.770, the perceived reduction is about 0.877, or 1.00 / 1.14. This gives a maximum perceived increase of 14% between apogee and perigee moons of the same phase.[156]
|
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+
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+
There has been historical controversy over whether features on the Moon's surface change over time. Today, many of these claims are thought to be illusory, resulting from observation under different lighting conditions, poor astronomical seeing, or inadequate drawings. However, outgassing does occasionally occur and could be responsible for a minor percentage of the reported lunar transient phenomena. Recently, it has been suggested that a roughly 3 km (1.9 mi) diameter region of the lunar surface was modified by a gas release event about a million years ago.[157][158]
|
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+
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+
The Moon's appearance, like the Sun's, can be affected by Earth's atmosphere. Common optical effects are the 22° halo ring, formed when the Moon's light is refracted through the ice crystals of high cirrostratus clouds, and smaller coronal rings when the Moon is seen through thin clouds.[159]
|
142 |
+
|
143 |
+
The illuminated area of the visible sphere (degree of illumination) is given by
|
144 |
+
|
145 |
+
|
146 |
+
|
147 |
+
(
|
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1
|
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−
|
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+
cos
|
151 |
+
|
152 |
+
e
|
153 |
+
)
|
154 |
+
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155 |
+
/
|
156 |
+
|
157 |
+
2
|
158 |
+
=
|
159 |
+
|
160 |
+
sin
|
161 |
+
|
162 |
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2
|
163 |
+
|
164 |
+
|
165 |
+
|
166 |
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(
|
167 |
+
e
|
168 |
+
|
169 |
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/
|
170 |
+
|
171 |
+
2
|
172 |
+
)
|
173 |
+
|
174 |
+
|
175 |
+
{\displaystyle (1-\cos e)/2=\sin ^{2}(e/2)}
|
176 |
+
|
177 |
+
, where
|
178 |
+
|
179 |
+
|
180 |
+
|
181 |
+
e
|
182 |
+
|
183 |
+
|
184 |
+
{\displaystyle e}
|
185 |
+
|
186 |
+
is the elongation (i.e., the angle between Moon, the observer (on Earth) and the Sun).
|
187 |
+
|
188 |
+
The gravitational attraction that masses have for one another decreases inversely with the square of the distance of those masses from each other. As a result, the slightly greater attraction that the Moon has for the side of Earth closest to the Moon, as compared to the part of the Earth opposite the Moon, results in tidal forces. Tidal forces affect both the Earth's crust and oceans.
|
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The most obvious effect of tidal forces is to cause two bulges in the Earth's oceans, one on the side facing the Moon and the other on the side opposite. This results in elevated sea levels called ocean tides.[160] As the Earth spins on its axis, one of the ocean bulges (high tide) is held in place "under" the Moon, while another such tide is opposite. As a result, there are two high tides, and two low tides in about 24 hours.[160] Since the Moon is orbiting the Earth in the same direction of the Earth's rotation, the high tides occur about every 12 hours and 25 minutes; the 25 minutes is due to the Moon's time to orbit the Earth. The Sun has the same tidal effect on the Earth, but its forces of attraction are only 40% that of the Moon's; the Sun's and Moon's interplay is responsible for spring and neap tides.[160] If the Earth were a water world (one with no continents) it would produce a tide of only one meter, and that tide would be very predictable, but the ocean tides are greatly modified by other effects: the frictional coupling of water to Earth's rotation through the ocean floors, the inertia of water's movement, ocean basins that grow shallower near land, the sloshing of water between different ocean basins.[161] As a result, the timing of the tides at most points on the Earth is a product of observations that are explained, incidentally, by theory.
|
191 |
+
|
192 |
+
While gravitation causes acceleration and movement of the Earth's fluid oceans, gravitational coupling between the Moon and Earth's solid body is mostly elastic and plastic. The result is a further tidal effect of the Moon on the Earth that causes a bulge of the solid portion of the Earth nearest the Moon that acts as a torque in opposition to the Earth's rotation. This "drains" angular momentum and rotational kinetic energy from Earth's spin, slowing the Earth's rotation.[160][162] That angular momentum, lost from the Earth, is transferred to the Moon in a process (confusingly known as tidal acceleration), which lifts the Moon into a higher orbit and results in its lower orbital speed about the Earth. Thus the distance between Earth and Moon is increasing, and the Earth's spin is slowing in reaction.[162] Measurements from laser reflectors left during the Apollo missions (lunar ranging experiments) have found that the Moon's distance increases by 38 mm (1.5 in) per year[163] (roughly the rate at which human fingernails grow).[164]
|
193 |
+
Atomic clocks also show that Earth's day lengthens by about 15 microseconds every year,[165] slowly increasing the rate at which UTC is adjusted by leap seconds.
|
194 |
+
Left to run its course, this tidal drag would continue until the spin of Earth and the orbital period of the Moon matched, creating mutual tidal locking between the two. As a result, the Moon would be suspended in the sky over one meridian, as is already currently the case with Pluto and its moon Charon. However, the Sun will become a red giant engulfing the Earth-Moon system long before this occurrence.[166][167]
|
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+
|
196 |
+
In a like manner, the lunar surface experiences tides of around 10 cm (4 in) amplitude over 27 days, with two components: a fixed one due to Earth, because they are in synchronous rotation, and a varying component from the Sun.[162] The Earth-induced component arises from libration, a result of the Moon's orbital eccentricity (if the Moon's orbit were perfectly circular, there would only be solar tides).[162] Libration also changes the angle from which the Moon is seen, allowing a total of about 59% of its surface to be seen from Earth over time.[72] The cumulative effects of stress built up by these tidal forces produces moonquakes. Moonquakes are much less common and weaker than are earthquakes, although moonquakes can last for up to an hour – significantly longer than terrestrial quakes – because of the absence of water to damp out the seismic vibrations. The existence of moonquakes was an unexpected discovery from seismometers placed on the Moon by Apollo astronauts from 1969 through 1972.[168]
|
197 |
+
|
198 |
+
Eclipses only occur when the Sun, Earth, and Moon are all in a straight line (termed "syzygy"). Solar eclipses occur at new moon, when the Moon is between the Sun and Earth. In contrast, lunar eclipses occur at full moon, when Earth is between the Sun and Moon. The apparent size of the Moon is roughly the same as that of the Sun, with both being viewed at close to one-half a degree wide. The Sun is much larger than the Moon but it is the vastly greater distance that gives it the same apparent size as the much closer and much smaller Moon from the perspective of Earth. The variations in apparent size, due to the non-circular orbits, are nearly the same as well, though occurring in different cycles. This makes possible both total (with the Moon appearing larger than the Sun) and annular (with the Moon appearing smaller than the Sun) solar eclipses.[170] In a total eclipse, the Moon completely covers the disc of the Sun and the solar corona becomes visible to the naked eye. Because the distance between the Moon and Earth is very slowly increasing over time,[160] the angular diameter of the Moon is decreasing. Also, as it evolves toward becoming a red giant, the size of the Sun, and its apparent diameter in the sky, are slowly increasing.[l] The combination of these two changes means that hundreds of millions of years ago, the Moon would always completely cover the Sun on solar eclipses, and no annular eclipses were possible. Likewise, hundreds of millions of years in the future, the Moon will no longer cover the Sun completely, and total solar eclipses will not occur.[171]
|
199 |
+
|
200 |
+
Because the Moon's orbit around Earth is inclined by about 5.145° (5° 9') to the orbit of Earth around the Sun, eclipses do not occur at every full and new moon. For an eclipse to occur, the Moon must be near the intersection of the two orbital planes.[172] The periodicity and recurrence of eclipses of the Sun by the Moon, and of the Moon by Earth, is described by the saros, which has a period of approximately 18 years.[173]
|
201 |
+
|
202 |
+
Because the Moon continuously blocks the view of a half-degree-wide circular area of the sky,[m][174] the related phenomenon of occultation occurs when a bright star or planet passes behind the Moon and is occulted: hidden from view. In this way, a solar eclipse is an occultation of the Sun. Because the Moon is comparatively close to Earth, occultations of individual stars are not visible everywhere on the planet, nor at the same time. Because of the precession of the lunar orbit, each year different stars are occulted.[175]
|
203 |
+
|
204 |
+
One of the earliest-discovered possible depictions of the Moon is a 5000-year-old rock carving Orthostat 47 at Knowth, Ireland.[176][177]
|
205 |
+
|
206 |
+
Understanding of the Moon's cycles was an early development of astronomy: by the 5th century BC, Babylonian astronomers had recorded the 18-year Saros cycle of lunar eclipses,[178] and Indian astronomers had described the Moon's monthly elongation.[179] The Chinese astronomer Shi Shen (fl. 4th century BC) gave instructions for predicting solar and lunar eclipses.[180](p411)
|
207 |
+
Later, the physical form of the Moon and the cause of moonlight became understood. The ancient Greek philosopher Anaxagoras (d. 428 BC) reasoned that the Sun and Moon were both giant spherical rocks, and that the latter reflected the light of the former.[181][180](p227) Although the Chinese of the Han Dynasty believed the Moon to be energy equated to qi, their 'radiating influence' theory also recognized that the light of the Moon was merely a reflection of the Sun, and Jing Fang (78–37 BC) noted the sphericity of the Moon.[180](pp413–414) In the 2nd century AD, Lucian wrote the novel A True Story, in which the heroes travel to the Moon and meet its inhabitants. In 499 AD, the Indian astronomer Aryabhata mentioned in his Aryabhatiya that reflected sunlight is the cause of the shining of the Moon.[182] The astronomer and physicist Alhazen (965–1039) found that sunlight was not reflected from the Moon like a mirror, but that light was emitted from every part of the Moon's sunlit surface in all directions.[183] Shen Kuo (1031–1095) of the Song dynasty created an allegory equating the waxing and waning of the Moon to a round ball of reflective silver that, when doused with white powder and viewed from the side, would appear to be a crescent.[180](pp415–416)
|
208 |
+
|
209 |
+
In Aristotle's (384–322 BC) description of the universe, the Moon marked the boundary between the spheres of the mutable elements (earth, water, air and fire), and the imperishable stars of aether, an influential philosophy that would dominate for centuries.[184] However, in the 2nd century BC, Seleucus of Seleucia correctly theorized that tides were due to the attraction of the Moon, and that their height depends on the Moon's position relative to the Sun.[185] In the same century, Aristarchus computed the size and distance of the Moon from Earth, obtaining a value of about twenty times the radius of Earth for the distance. These figures were greatly improved by Ptolemy (90–168 AD): his values of a mean distance of 59 times Earth's radius and a diameter of 0.292 Earth diameters were close to the correct values of about 60 and 0.273 respectively.[186] Archimedes (287–212 BC) designed a planetarium that could calculate the motions of the Moon and other objects in the Solar System.[187]
|
210 |
+
|
211 |
+
During the Middle Ages, before the invention of the telescope, the Moon was increasingly recognised as a sphere, though many believed that it was "perfectly smooth".[188]
|
212 |
+
|
213 |
+
In 1609, Galileo Galilei drew one of the first telescopic drawings of the Moon in his book Sidereus Nuncius and noted that it was not smooth but had mountains and craters. Thomas Harriot had made, but not published such drawings a few months earlier. Telescopic mapping of the Moon followed: later in the 17th century, the efforts of Giovanni Battista Riccioli and Francesco Maria Grimaldi led to the system of naming of lunar features in use today. The more exact 1834–36 Mappa Selenographica of Wilhelm Beer and Johann Heinrich Mädler, and their associated 1837 book Der Mond, the first trigonometrically accurate study of lunar features, included the heights of more than a thousand mountains, and introduced the study of the Moon at accuracies possible in earthly geography.[189] Lunar craters, first noted by Galileo, were thought to be volcanic until the 1870s proposal of Richard Proctor that they were formed by collisions.[72] This view gained support in 1892 from the experimentation of geologist Grove Karl Gilbert, and from comparative studies from 1920 to the 1940s,[190] leading to the development of lunar stratigraphy, which by the 1950s was becoming a new and growing branch of astrogeology.[72]
|
214 |
+
|
215 |
+
The Cold War-inspired Space Race between the Soviet Union and the U.S. led to an acceleration of interest in exploration of the Moon. Once launchers had the necessary capabilities, these nations sent uncrewed probes on both flyby and impact/lander missions. Spacecraft from the Soviet Union's Luna program were the first to accomplish a number of goals: following three unnamed, failed missions in 1958,[191] the first human-made object to escape Earth's gravity and pass near the Moon was Luna 1; the first human-made object to impact the lunar surface was Luna 2, and the first photographs of the normally occluded far side of the Moon were made by Luna 3, all in 1959.
|
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+
|
217 |
+
The first spacecraft to perform a successful lunar soft landing was Luna 9 and the first uncrewed vehicle to orbit the Moon was Luna 10, both in 1966.[72] Rock and soil samples were brought back to Earth by three Luna sample return missions (Luna 16 in 1970, Luna 20 in 1972, and Luna 24 in 1976), which returned 0.3 kg total.[192] Two pioneering robotic rovers landed on the Moon in 1970 and 1973 as a part of Soviet Lunokhod programme.
|
218 |
+
|
219 |
+
Luna 24 was the last Soviet mission to the Moon.
|
220 |
+
|
221 |
+
During the late 1950s at the height of the Cold War, the United States Army conducted a classified feasibility study that proposed the construction of a staffed military outpost on the Moon called Project Horizon with the potential to conduct a wide range of missions from scientific research to nuclear Earth bombardment. The study included the possibility of conducting a lunar-based nuclear test.[193][194] The Air Force, which at the time was in competition with the Army for a leading role in the space program, developed its own similar plan called Lunex.[195][196][193] However, both these proposals were ultimately passed over as the space program was largely transferred from the military to the civilian agency NASA.[196]
|
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+
|
223 |
+
Following President John F. Kennedy's 1961 commitment to a human moon landing before the end of the decade, the United States, under NASA leadership, launched a series of uncrewed probes to develop an understanding of the lunar surface in preparation for human missions: the Jet Propulsion Laboratory's Ranger program produced the first close-up pictures; the Lunar Orbiter program produced maps of the entire Moon; the Surveyor program landed its first spacecraft four months after Luna 9. The crewed Apollo program was developed in parallel; after a series of uncrewed and crewed tests of the Apollo spacecraft in Earth orbit, and spurred on by a potential Soviet lunar human landing, in 1968 Apollo 8 made the first human mission to lunar orbit. The subsequent landing of the first humans on the Moon in 1969 is seen by many as the culmination of the Space Race.[197]
|
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+
|
225 |
+
Neil Armstrong became the first person to walk on the Moon as the commander of the American mission Apollo 11 by first setting foot on the Moon at 02:56 UTC on 21 July 1969.[198] An estimated 500 million people worldwide watched the transmission by the Apollo TV camera, the largest television audience for a live broadcast at that time.[199][200] The Apollo missions 11 to 17 (except Apollo 13, which aborted its planned lunar landing) removed 380.05 kilograms (837.87 lb) of lunar rock and soil in 2,196 separate samples.[201] The American Moon landing and return was enabled by considerable technological advances in the early 1960s, in domains such as ablation chemistry, software engineering, and atmospheric re-entry technology, and by highly competent management of the enormous technical undertaking.[202][203]
|
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+
|
227 |
+
Scientific instrument packages were installed on the lunar surface during all the Apollo landings. Long-lived instrument stations, including heat flow probes, seismometers, and magnetometers, were installed at the Apollo 12, 14, 15, 16, and 17 landing sites. Direct transmission of data to Earth concluded in late 1977 because of budgetary considerations,[204][205] but as the stations' lunar laser ranging corner-cube retroreflector arrays are passive instruments, they are still being used. Ranging to the stations is routinely performed from Earth-based stations with an accuracy of a few centimeters, and data from this experiment are being used to place constraints on the size of the lunar core.[206]
|
228 |
+
|
229 |
+
After the first Moon race there were years of near quietude but starting in the 1990s, many more countries have become involved in direct exploration of the Moon. In 1990, Japan became the third country to place a spacecraft into lunar orbit with its Hiten spacecraft. The spacecraft released a smaller probe, Hagoromo, in lunar orbit, but the transmitter failed, preventing further scientific use of the mission.[207] In 1994, the U.S. sent the joint Defense Department/NASA spacecraft Clementine to lunar orbit. This mission obtained the first near-global topographic map of the Moon, and the first global multispectral images of the lunar surface.[208] This was followed in 1998 by the Lunar Prospector mission, whose instruments indicated the presence of excess hydrogen at the lunar poles, which is likely to have been caused by the presence of water ice in the upper few meters of the regolith within permanently shadowed craters.[209]
|
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+
|
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+
The European spacecraft SMART-1, the second ion-propelled spacecraft, was in lunar orbit from 15 November 2004 until its lunar impact on 3 September 2006, and made the first detailed survey of chemical elements on the lunar surface.[210]
|
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+
|
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+
The ambitious Chinese Lunar Exploration Program began with Chang'e 1, which successfully orbited the Moon from 5 November 2007 until its controlled lunar impact on 1 March 2009.[211] It obtained a full image map of the Moon. Chang'e 2, beginning in October 2010, reached the Moon more quickly, mapped the Moon at a higher resolution over an eight-month period, then left lunar orbit for an extended stay at the Earth–Sun L2 Lagrangian point, before finally performing a flyby of asteroid 4179 Toutatis on 13 December 2012, and then heading off into deep space. On 14 December 2013, Chang'e 3 landed a lunar lander onto the Moon's surface, which in turn deployed a lunar rover, named Yutu (Chinese: 玉兔; literally "Jade Rabbit"). This was the first lunar soft landing since Luna 24 in 1976, and the first lunar rover mission since Lunokhod 2 in 1973. Another rover mission (Chang'e 4) was launched in 2019, becoming the first ever spacecraft to land on the Moon's far side. China intends to following this up with a sample return mission (Chang'e 5) in 2020.[212]
|
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+
|
235 |
+
Between 4 October 2007 and 10 June 2009, the Japan Aerospace Exploration Agency's Kaguya (Selene) mission, a lunar orbiter fitted with a high-definition video camera, and two small radio-transmitter satellites, obtained lunar geophysics data and took the first high-definition movies from beyond Earth orbit.[213][214]
|
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+
India's first lunar mission, Chandrayaan-1, orbited from 8 November 2008 until loss of contact on 27 August 2009, creating a high-resolution chemical, mineralogical and photo-geological map of the lunar surface, and confirming the presence of water molecules in lunar soil.[215] The Indian Space Research Organisation planned to launch Chandrayaan-2 in 2013, which would have included a Russian robotic lunar rover.[216][217] However, the failure of Russia's Fobos-Grunt mission has delayed this project, and was launched on 22 July 2019. The lander Vikram attempted to land on the lunar south pole region on 6 September, but lost the signal in 2.1 km (1.3 mi). What happened after that is unknown.
|
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+
|
238 |
+
The U.S. co-launched the Lunar Reconnaissance Orbiter (LRO) and the LCROSS impactor and follow-up observation orbiter on 18 June 2009; LCROSS completed its mission by making a planned and widely observed impact in the crater Cabeus on 9 October 2009,[218] whereas LRO is currently in operation, obtaining precise lunar altimetry and high-resolution imagery. In November 2011, the LRO passed over the large and bright crater Aristarchus. NASA released photos of the crater on 25 December 2011.[219]
|
239 |
+
|
240 |
+
Two NASA GRAIL spacecraft began orbiting the Moon around 1 January 2012,[220] on a mission to learn more about the Moon's internal structure. NASA's LADEE probe, designed to study the lunar exosphere, achieved orbit on 6 October 2013.
|
241 |
+
|
242 |
+
Upcoming lunar missions include Russia's Luna-Glob: an uncrewed lander with a set of seismometers, and an orbiter based on its failed Martian Fobos-Grunt mission.[221]
|
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+
Privately funded lunar exploration has been promoted by the Google Lunar X Prize, announced 13 September 2007, which offers US$20 million to anyone who can land a robotic rover on the Moon and meet other specified criteria.[222] Shackleton Energy Company is building a program to establish operations on the south pole of the Moon to harvest water and supply their Propellant Depots.[223]
|
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+
|
245 |
+
NASA began to plan to resume human missions following the call by U.S. President George W. Bush on 14 January 2004 for a human mission to the Moon by 2019 and the construction of a lunar base by 2024.[224] The Constellation program was funded and construction and testing begun on a crewed spacecraft and launch vehicle,[225] and design studies for a lunar base.[226] However, that program has been canceled in favor of a human asteroid landing by 2025 and a human Mars orbit by 2035.[227] India has also expressed its hope to send people to the Moon by 2020.[228]
|
246 |
+
|
247 |
+
On 28 February 2018, SpaceX, Vodafone, Nokia and Audi announced a collaboration to install a 4G wireless communication network on the Moon, with the aim of streaming live footage on the surface to Earth.[229]
|
248 |
+
|
249 |
+
Recent reports also indicate NASA's intent to send a woman astronaut to the Moon in their planned mid-2020s mission.[230]
|
250 |
+
|
251 |
+
In 2007, the X Prize Foundation together with Google launched the Google Lunar X Prize to encourage commercial endeavors to the Moon. A prize of $20 million was to be awarded to the first private venture to get to the Moon with a robotic lander by the end of March 2018, with additional prizes worth $10 million for further milestones.[231][232] As of August 2016, 16 teams were reportedly participating in the competition.[233] In January 2018 the foundation announced that the prize would go unclaimed as none of the finalist teams would be able to make a launch attempt by the deadline.[234]
|
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+
|
253 |
+
In August 2016, the US government granted permission to US-based start-up Moon Express to land on the Moon.[235] This marked the first time that a private enterprise was given the right to do so. The decision is regarded as a precedent helping to define regulatory standards for deep-space commercial activity in the future, as thus far companies' operation had been restricted to being on or around Earth.[235]
|
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|
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+
On 29 November 2018 NASA announced that nine commercial companies would compete to win a contract to send small payloads to the Moon in what is known as Commercial Lunar Payload Services. According to NASA administrator Jim Bridenstine, "We are building a domestic American capability to get back and forth to the surface of the moon.".[236]
|
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+
|
257 |
+
Beside the traces of human activity on the Moon, there have been some intended permanent installations like the Moon Museum art piece, Apollo 11 goodwill messages, Lunar plaque, Fallen Astronaut memorial and other artifacts.
|
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+
|
259 |
+
For many years, the Moon has been recognized as an excellent site for telescopes.[238] It is relatively nearby; astronomical seeing is not a concern; certain craters near the poles are permanently dark and cold, and thus especially useful for infrared telescopes; and radio telescopes on the far side would be shielded from the radio chatter of Earth.[239] The lunar soil, although it poses a problem for any moving parts of telescopes, can be mixed with carbon nanotubes and epoxies and employed in the construction of mirrors up to 50 meters in diameter.[240] A lunar zenith telescope can be made cheaply with an ionic liquid.[241]
|
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|
261 |
+
In April 1972, the Apollo 16 mission recorded various astronomical photos and spectra in ultraviolet with the Far Ultraviolet Camera/Spectrograph.[242]
|
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+
|
263 |
+
Although Luna landers scattered pennants of the Soviet Union on the Moon, and U.S. flags were symbolically planted at their landing sites by the Apollo astronauts, no nation claims ownership of any part of the Moon's surface.[243] Russia, China, India, and the U.S. are party to the 1967 Outer Space Treaty,[244] which defines the Moon and all outer space as the "province of all mankind".[243] This treaty also restricts the use of the Moon to peaceful purposes, explicitly banning military installations and weapons of mass destruction.[245]
|
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+
The 1979 Moon Agreement was created to restrict the exploitation of the Moon's resources by any single nation, but as of November 2016, it has been signed and ratified by only 18 nations, none of which engages in self-launched human space exploration or has plans to do so.[246] Although several individuals have made claims to the Moon in whole or in part, none of these are considered credible.[247][248][249]
|
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|
266 |
+
In 2020, U.S. President Donald Trump signed an executive order called "Encouraging International Support for the Recovery and Use of Space Resources." The order emphasizes that "the United States does not view outer space as a 'global commons" and calls the Moon Agreement a "a failed attempt at constraining free enterprise."[250][251]
|
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|
268 |
+
The contrast between the brighter highlands and the darker maria creates the patterns seen by different cultures as the Man in the Moon, the rabbit and the buffalo, among others. In many prehistoric and ancient cultures, the Moon was personified as a deity or other supernatural phenomenon, and astrological views of the Moon continue to be propagated today.
|
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|
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In Proto-Indo-European religion, the Moon was personified as the male god *Meh1not.[252] The ancient Sumerians believed that the Moon was the god Nanna,[253][254] who was the father of Inanna, the goddess of the planet Venus,[253][254] and Utu, the god of the sun.[253][254] Nanna was later known as Sîn,[254][253] and was particularly associated with magic and sorcery.[253] In Greco-Roman mythology, the Sun and the Moon are represented as male and female, respectively (Helios/Sol and Selene/Luna);[252] this is a development unique to the eastern Mediterranean[252] and traces of an earlier male moon god in the Greek tradition are preserved in the figure of Menelaus.[252]
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In Mesopotamian iconography, the crescent was the primary symbol of Nanna-Sîn.[254] In ancient Greek art, the Moon goddess Selene was represented wearing a crescent on her headgear in an arrangement reminiscent of horns.[255][256] The star and crescent arrangement also goes back to the Bronze Age, representing either the Sun and Moon, or the Moon and planet Venus, in combination. It came to represent the goddess Artemis or Hecate, and via the patronage of Hecate came to be used as a symbol of Byzantium.
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An iconographic tradition of representing Sun and Moon with faces developed in the late medieval period.
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The splitting of the moon (Arabic: انشقاق القمر) is a miracle attributed to Muhammad.[257] A song titled 'Moon Anthem' was released on the occasion of landing of India's Chandrayan-II on the Moon.[258]
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The Moon's regular phases make it a very convenient timepiece, and the periods of its waxing and waning form the basis of many of the oldest calendars. Tally sticks, notched bones dating as far back as 20–30,000 years ago, are believed by some to mark the phases of the Moon.[259][260][261]
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The ~30-day month is an approximation of the lunar cycle.
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The English noun month and its cognates in other Germanic languages stem from Proto-Germanic *mǣnṓth-, which is connected to the above-mentioned Proto-Germanic *mǣnōn, indicating the usage of a lunar calendar among the Germanic peoples (Germanic calendar) prior to the adoption of a solar calendar.[262] The PIE root of moon, *méh1nōt, derives from the PIE verbal root *meh1-, "to measure", "indicat[ing] a functional conception of the Moon, i.e. marker of the month" (cf. the English words measure and menstrual),[263][264][265] and echoing the Moon's importance to many ancient cultures in measuring time (see Latin mensis and Ancient Greek μείς (meis) or μήν (mēn), meaning "month").[266][267][268][269]
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Most historical calendars are lunisolar. The 7th-century Islamic calendar is an exceptional example of a purely lunar calendar. Months are traditionally determined by the visual sighting of the hilal, or earliest crescent moon, over the horizon.[270]
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The Moon has long been associated with insanity and irrationality; the words lunacy and lunatic (popular shortening loony) are derived from the Latin name for the Moon, Luna. Philosophers Aristotle and Pliny the Elder argued that the full moon induced insanity in susceptible individuals, believing that the brain, which is mostly water, must be affected by the Moon and its power over the tides, but the Moon's gravity is too slight to affect any single person.[271] Even today, people who believe in a lunar effect claim that admissions to psychiatric hospitals, traffic accidents, homicides or suicides increase during a full moon, but dozens of studies invalidate these claims.[271][272][273][274][275]
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Solar System → Local Interstellar Cloud → Local Bubble → Gould Belt → Orion Arm → Milky Way → Milky Way subgroup → Local Group → Local Sheet → Virgo Supercluster → Laniakea Supercluster → Observable universe → UniverseEach arrow (→) may be read as "within" or "part of".
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1 |
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The European Union (EU) is a political and economic union of 27 member states that are located primarily in Europe.[11] Its members have a combined area of 4,233,255.3 km2 (1,634,469.0 sq mi) and an estimated total population of about 447 million. The EU has developed an internal single market through a standardised system of laws that apply in all member states in those matters, and only those matters, where members have agreed to act as one. EU policies aim to ensure the free movement of people, goods, services and capital within the internal market;[12] enact legislation in justice and home affairs; and maintain common policies on trade,[13] agriculture,[14] fisheries and regional development.[15] Passport controls have been abolished for travel within the Schengen Area.[16] A monetary union was established in 1999, coming into full force in 2002, and is composed of 19 EU member states which use the euro currency. The EU has often been described as a sui generis political entity (without precedent or comparison).[17][18]
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|
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The EU and European citizenship were established when the Maastricht Treaty came into force in 1993.[19] The EU traces its origins to the European Coal and Steel Community (ECSC) and the European Economic Community (EEC), established, respectively, by the 1951 Treaty of Paris and 1957 Treaty of Rome. The original members of what came to be known as the European Communities were the Inner Six: Belgium, France, Italy, Luxembourg, the Netherlands, and West Germany. The Communities and their successors have grown in size by the accession of new member states and in power by the addition of policy areas to their remit. The latest major amendment to the constitutional basis of the EU, the Treaty of Lisbon, came into force in 2009.
|
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|
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On 31 January 2020, the United Kingdom became the first member state to leave the EU.[20] Following a 2016 referendum, the UK signified its intention to leave and negotiated a withdrawal agreement. The UK is in a transitional phase until at least 31 December 2020, during which it remains subject to EU law and part of the EU single market and customs union. Before this, three territories of member states had left the EU or its forerunners, these being French Algeria (in 1962, upon independence), Greenland (in 1985, following a referendum) and Saint Barthélemy (in 2012).
|
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Containing in 2020 some 5.8% of the world population,[d] the EU (excluding the United Kingdom) had generated a nominal gross domestic product (GDP) of around US$15.5 trillion in 2019,[8] constituting approximately 18% of global nominal GDP.[22] Additionally, all EU countries have a very high Human Development Index according to the United Nations Development Programme. In 2012, the EU was awarded the Nobel Peace Prize.[23] Through the Common Foreign and Security Policy, the union has developed a role in external relations and defence. It maintains permanent diplomatic missions throughout the world and represents itself at the United Nations, the World Trade Organization, the G7 and the G20. Due to its global influence, the European Union has been described as an emerging superpower.[24]
|
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|
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The following timeline outlines the legal inception of the European Union (EU), from the post-war period until the union's founding and consolidation³ in 1993 and 2009, respectively. This integration ― also referred to as the European project or the construction of Europe (French: la construction européenne) ― involved treaty-based European cooperation in various policy areas, including the European Communities that were founded in the 1950s in the spirit of the Schuman Declaration.
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During the centuries following the fall of Rome in 476, several European states viewed themselves as translatio imperii ("transfer of rule") of the defunct Roman Empire: the Frankish Empire (481–843) and the Holy Roman Empire (962–1806) were thereby attempts to resurrect Rome in the West.[e] This political philosophy of a supra-national rule over the continent, similar to the example of the ancient Roman Empire, resulted in the early Middle Ages in the concept of a renovatio imperii ("restoration of the empire"),[26] either in the forms of the Reichsidee ("imperial idea") or the religiously inspired Imperium Christianum ("christian empire").[27][28] Medieval Christendom[29][30] and the political power of the Papacy[31][32] are often cited as conducive to European integration and unity.
|
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|
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In the oriental parts of the continent, the Russian Tsardom, and ultimately the Empire (1547–1917), declared Moscow to be Third Rome and inheritor of the Eastern tradition after the fall of Constantinople in 1453.[33] The gap between Greek East and Latin West had already been widened by the political scission of the Roman Empire in the 4th century and the Great Schism of 1054, and would be eventually widened again by the Iron Curtain (1945–1991).[34]
|
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+
|
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Pan-European political thought truly emerged during the 19th century, inspired by the liberal ideas of the French and American Revolutions after the demise of Napoléon's Empire (1804–1815). In the decades following the outcomes of the Congress of Vienna, ideals of European unity flourished across the continent, especially in the writings of Wojciech Jastrzębowski,[35] Giuseppe Mazzini,[36] or Theodore de Korwin Szymanowski.[37] The term United States of Europe (French: États-Unis d'Europe) was used at that time by Victor Hugo during a speech at the International Peace Congress held in Paris in 1849:[38]
|
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|
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A day will come when all nations on our continent will form a European brotherhood ... A day will come when we shall see ... the United States of America and the United States of Europe face to face, reaching out for each other across the seas.
|
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+
|
25 |
+
During the interwar period, the consciousness that national markets in Europe were interdependent though confrontational, along with the observation of a larger and growing US market on the other side of the ocean, nourished the urge for the economic integration of the continent.[39] In 1920, advocating the creation of a European economic union, British economist John Maynard Keynes wrote that "a Free Trade Union should be established ... to impose no protectionist tariffs whatever against the produce of other members of the Union."[40] During the same decade, Richard von Coudenhove-Kalergi, one of the first to imagine of a modern political union of Europe, founded the Pan-Europa Movement.[41] His ideas influenced his contemporaries, among which then Prime Minister of France Aristide Briand. In 1929, the latter gave a speech in favour of a European Union before the assembly of the League of Nations, precursor of the United Nations.[42] In a radio address in March 1943, with war still raging, Britain's leader Sir Winston Churchill spoke warmly of "restoring the true greatness of Europe" once victory had been achieved, and mused on the post-war creation of a "Council of Europe" which would bring the European nations together to build peace.[43][44]
|
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|
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After World War II, European integration was seen as an antidote to the extreme nationalism which had devastated parts of the continent.[45] In a speech delivered on 19 September 1946 at the University of Zürich, Switzerland, Winston Churchill went further and advocated the emergence of a United States of Europe.[46] The 1948 Hague Congress was a pivotal moment in European federal history, as it led to the creation of the European Movement International and of the College of Europe, where Europe's future leaders would live and study together.[47]
|
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|
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It also led directly to the founding of the Council of Europe in 1949, the first great effort to bring the nations of Europe together, initially ten of them. The Council focused primarily on values—human rights and democracy—rather than on economic or trade issues, and was always envisaged as a forum where sovereign governments could choose to work together, with no supra-national authority. It raised great hopes of further European integration, and there were fevered debates in the two years that followed as to how this could be achieved.
|
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|
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But in 1952, disappointed at what they saw as the lack of progress within the Council of Europe, six nations decided to go further and created the European Coal and Steel Community, which was declared to be "a first step in the federation of Europe".[48] This community helped to economically integrate and coordinate the large number of Marshall Plan funds from the United States.[49] European leaders Alcide De Gasperi from Italy, Jean Monnet and Robert Schuman from France, and Paul-Henri Spaak from Belgium understood that coal and steel were the two industries essential for waging war, and believed that by tying their national industries together, future war between their nations became much less likely.[50] These men and others are officially credited as the founding fathers of the European Union.
|
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|
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+
In 1957, Belgium, France, Italy, Luxembourg, the Netherlands, and West Germany signed the Treaty of Rome, which created the European Economic Community (EEC) and established a customs union. They also signed another pact creating the European Atomic Energy Community (Euratom) for co-operation in developing nuclear energy. Both treaties came into force in 1958.[50]
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The EEC and Euratom were created separately from the ECSC and they shared the same courts and the Common Assembly. The EEC was headed by Walter Hallstein (Hallstein Commission) and Euratom was headed by Louis Armand (Armand Commission) and then Étienne Hirsch. Euratom was to integrate sectors in nuclear energy while the EEC would develop a customs union among members.[51][52]
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During the 1960s, tensions began to show, with France seeking to limit supranational power. Nevertheless, in 1965 an agreement was reached and on 1 July 1967 the Merger Treaty created a single set of institutions for the three communities, which were collectively referred to as the European Communities.[53][54] Jean Rey presided over the first merged Commission (Rey Commission).[55]
|
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In 1973, the Communities were enlarged to include Denmark (including Greenland, which later left the Communities in 1985, following a dispute over fishing rights), Ireland, and the United Kingdom.[56] Norway had negotiated to join at the same time, but Norwegian voters rejected membership in a referendum. In 1979, the first direct elections to the European Parliament were held.[57]
|
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Greece joined in 1981, Portugal and Spain following in 1986.[58] In 1985, the Schengen Agreement paved the way for the creation of open borders without passport controls between most member states and some non-member states.[59] In 1986, the European flag began to be used by the EEC[60] and the Single European Act was signed.
|
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In 1990, after the fall of the Eastern Bloc, the former East Germany became part of the Communities as part of a reunified Germany.[61]
|
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The European Union was formally established when the Maastricht Treaty—whose main architects were Helmut Kohl and François Mitterrand—came into force on 1 November 1993.[19][62] The treaty also gave the name European Community to the EEC, even if it was referred as such before the treaty. With further enlargement planned to include the former communist states of Central and Eastern Europe, as well as Cyprus and Malta, the Copenhagen criteria for candidate members to join the EU were agreed upon in June 1993. The expansion of the EU introduced a new level of complexity and discord.[63] In 1995, Austria, Finland, and Sweden joined the EU.
|
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In 2002, euro banknotes and coins replaced national currencies in 12 of the member states. Since then, the eurozone has increased to encompass 19 countries. The euro currency became the second largest reserve currency in the world. In 2004, the EU saw its biggest enlargement to date when Cyprus, the Czech Republic, Estonia, Hungary, Latvia, Lithuania, Malta, Poland, Slovakia, and Slovenia joined the Union.[64]
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In 2007, Bulgaria and Romania became EU members. The same year, Slovenia adopted the euro,[64] followed in 2008 by Cyprus and Malta, by Slovakia in 2009, by Estonia in 2011, by Latvia in 2014, and by Lithuania in 2015.
|
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On 1 December 2009, the Lisbon Treaty entered into force and reformed many aspects of the EU. In particular, it changed the legal structure of the European Union, merging the EU three pillars system into a single legal entity provisioned with a legal personality, created a permanent President of the European Council, the first of which was Herman Van Rompuy, and strengthened the position of the High Representative of the Union for Foreign Affairs and Security Policy.[65][66]
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In 2012, the EU received the Nobel Peace Prize for having "contributed to the advancement of peace and reconciliation, democracy, and human rights in Europe."[67][68] In 2013, Croatia became the 28th EU member.[69]
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From the beginning of the 2010s, the cohesion of the European Union has been tested by several issues, including a debt crisis in some of the Eurozone countries, increasing migration from Africa and Asia, and the United Kingdom's withdrawal from the EU.[70] A referendum in the UK on its membership of the European Union was held in 2016, with 51.9% of participants voting to leave.[71] The UK formally notified the European Council of its decision to leave on 29 March 2017, initiating the formal withdrawal procedure for leaving the EU; following extensions to the process, the UK left the European Union on 31 January 2020, though most areas of EU law will continue to apply to the UK for a transition period lasting until the end of 2020 at the earliest.[72]
|
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|
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As of 1 February 2020[update], the population of the European Union was about 447 million people (5.8% of the world population).[73][74] In 2015, 5.1 million children were born in the EU-28 corresponding to a birth rate of 10 per 1,000, which is 8 births below the world average.[75] For comparison, the EU-28 birth rate had stood at 10.6 in 2000, 12.8 in 1985 and 16.3 in 1970.[76] Its population growth rate was positive at an estimated 0.23% in 2016.[77]
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In 2010, 47.3 million people who lived in the EU were born outside their resident country. This corresponds to 9.4% of the total EU population. Of these, 31.4 million (6.3%) were born outside the EU and 16.0 million (3.2%) were born in another EU member state. The largest absolute numbers of people born outside the EU were in Germany (6.4 million), France (5.1 million), the United Kingdom (4.7 million), Spain (4.1 million), Italy (3.2 million), and the Netherlands (1.4 million).[78] In 2017, approximately 825,000 people acquired citizenship of a member state of the European Union. The largest groups were nationals of Morocco, Albania, India, Turkey and Pakistan.[79] 2.4 million immigrants from non-EU countries entered the EU in 2017.[80][81]
|
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The EU contains about 40 urban areas with populations of over one million. The largest metropolitan area in the EU is Paris.[82] These are followed by Madrid, Barcelona, Berlin, Rhine-Ruhr, Rome, and Milan, all with a metropolitan population of over 4 million.[83]
|
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The EU also has numerous polycentric urbanised regions like Rhine-Ruhr (Cologne, Dortmund, Düsseldorf et al.), Randstad (Amsterdam, Rotterdam, The Hague, Utrecht et al.), Frankfurt Rhine-Main (Frankfurt), the Flemish Diamond (Antwerp, Brussels, Leuven, Ghent et al.) and Upper Silesian area (Katowice, Ostrava et al.).[82]
|
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The European Union has 24 official languages: Bulgarian, Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, German, Greek, Hungarian, Italian, Irish, Latvian, Lithuanian, Maltese, Polish, Portuguese, Romanian, Slovak, Slovene, Spanish, and Swedish. Important documents, such as legislation, are translated into every official language and the European Parliament provides translation for documents and plenary sessions.[89][90][91]
|
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Due to the high number of official languages, most of the institutions use only a handful of working languages.[92] The European Commission conducts its internal business in three procedural languages: English, French, and German. Similarly, the Court of Justice of the European Union uses French as the working language,[93] while the European Central Bank conducts its business primarily in English.[94][95]
|
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Even though language policy is the responsibility of member states, EU institutions promote multilingualism among its citizens.[h][96] English is the most widely spoken language in the EU, being understood by 51% of the EU population when counting both native and non-native speakers.[97] German is the most widely spoken mother tongue (18% of the EU population), and the second most widely understood foreign language, followed by French (13% of the EU population). In addition, both are official languages of several EU member states. More than half (56%) of EU citizens are able to engage in a conversation in a language other than their mother tongue.[98]
|
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|
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A total of twenty official languages of the EU belong to the Indo-European language family, represented by the Balto-Slavic,[i] the Italic,[j] the Germanic,[k] the Hellenic,[l] and the Celtic[m] branches. Only four languages, namely Hungarian, Finnish, Estonian (all three Uralic), and Maltese (Semitic), are not Indo-European languages.[99] The three official alphabets of the European Union (Cyrillic, Latin, and modern Greek) all derive from the Archaic Greek scripts.[3][100]
|
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|
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Luxembourgish (in Luxembourg) and Turkish (in Cyprus) are the only two national languages that are not official languages of the EU. On 26 February 2016 it was made public that Cyprus has asked to make Turkish an official EU language, in a “gesture” that could help solve the division of the country.[101] Already in 2004, it was planned that Turkish would become an official language when Cyprus reunites.[102]
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|
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Besides the 24 official languages, there are about 150 regional and minority languages, spoken by up to 50 million people.[99] Catalan, Galician and Basque are not recognised official languages of the European Union but have semi-official status in one member state (Spain): therefore, official translations of the treaties are made into them and citizens have the right to correspond with the institutions in these languages.[103][104] The European Charter for Regional or Minority Languages ratified by most EU states provides general guidelines that states can follow to protect their linguistic heritage. The European Day of Languages is held annually on 26 September and is aimed at encouraging language learning across Europe.[105]
|
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|
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+
The EU has no formal connection to any religion. The Article 17 of the Treaty on the Functioning of the European Union[106] recognises the "status under national law of churches and religious associations" as well as that of "philosophical and non-confessional organisations".[107]
|
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+
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The preamble to the Treaty on European Union mentions the "cultural, religious and humanist inheritance of Europe".[107] Discussion over the draft texts of the European Constitution and later the Treaty of Lisbon included proposals to mention Christianity or a god, or both, in the preamble of the text, but the idea faced opposition and was dropped.[108]
|
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+
|
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+
Christians in the European Union are divided among members of Catholicism (both Roman and Eastern Rite), numerous Protestant denominations (Anglicans, Lutherans, and Reformed forming the bulk of this category), and the Eastern Orthodox Church. In 2009, the EU had an estimated Muslim population of 13 million,[109] and an estimated Jewish population of over a million.[110] The other world religions of Buddhism, Hinduism, and Sikhism are also represented in the EU population.
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+
|
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+
According to new polls about religiosity in the European Union in 2015 by Eurobarometer, Christianity is the largest religion in the European Union, accounting for 71.6% of the EU population. Catholics are the largest Christian group, accounting for 45.3% of the EU population, while Protestants make up 11.1%, Eastern Orthodox make up 9.6%, and other Christians make up 5.6%.[4]
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+
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+
Eurostat's Eurobarometer opinion polls showed in 2005 that 52% of EU citizens believed in a god, 27% in "some sort of spirit or life force", and 18% had no form of belief.[111] Many countries have experienced falling church attendance and membership in recent years.[112] The countries where the fewest people reported a religious belief were Estonia (16%) and the Czech Republic (19%).[111] The most religious countries were Malta (95%, predominantly Catholic) as well as Cyprus and Romania (both predominantly Orthodox) each with about 90% of citizens professing a belief in their respective god. Across the EU, belief was higher among women, older people, those with religious upbringing, those who left school at 15 or 16, and those "positioning themselves on the right of the political scale".[111]
|
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Through successive enlargements, the European Union has grown from the six founding states (Belgium, France, West Germany, Italy, Luxembourg, and the Netherlands) to the current 27. Countries accede to the union by becoming party to the founding treaties, thereby subjecting themselves to the privileges and obligations of EU membership. This entails a partial delegation of sovereignty to the institutions in return for representation within those institutions, a practice often referred to as "pooling of sovereignty".[113][114]
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To become a member, a country must meet the Copenhagen criteria, defined at the 1993 meeting of the European Council in Copenhagen. These require a stable democracy that respects human rights and the rule of law; a functioning market economy; and the acceptance of the obligations of membership, including EU law. Evaluation of a country's fulfilment of the criteria is the responsibility of the European Council.[115] Article 50 of the Lisbon Treaty provides the basis for a member to leave the Union. Two territories have left the Union: Greenland (an autonomous province of Denmark) withdrew in 1985;[116] the United Kingdom formally invoked Article 50 of the Consolidated Treaty on European Union in 2017, and became the only sovereign state to leave when it withdrew from the EU in 2020.
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+
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There are six countries that are recognised as candidates for membership: Albania, Iceland, North Macedonia,[n] Montenegro, Serbia, and Turkey,[117] though Iceland suspended negotiations in 2013.[118] Bosnia and Herzegovina and Kosovo are officially recognised as potential candidates,[117] with Bosnia and Herzegovina having submitted a membership application.
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+
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The four countries forming the European Free Trade Association (EFTA) are not EU members, but have partly committed to the EU's economy and regulations: Iceland, Liechtenstein and Norway, which are a part of the single market through the European Economic Area, and Switzerland, which has similar ties through bilateral treaties.[119][120] The relationships of the European microstates, Andorra, Monaco, San Marino, and Vatican City include the use of the euro and other areas of co-operation.[121] The following 27 sovereign states (of which the map only shows territories situated in and around Europe) constitute the European Union:[122]
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The EU's member states cover an area of 4,233,262 square kilometres (1,634,472 sq mi).[p] The EU's highest peak is Mont Blanc in the Graian Alps, 4,810.45 metres (15,782 ft) above sea level.[123] The lowest points in the EU are Lammefjorden, Denmark and Zuidplaspolder, Netherlands, at 7 m (23 ft) below sea level.[124]
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The landscape, climate, and economy of the EU are influenced by its coastline, which is 65,993 kilometres (41,006 mi) long.
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65,993 km (41,006 mi) coastline dominates the European climate (Natural Park of Penyal d'Ifac, Spain)
|
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Mont Blanc in the Alps is the highest peak in the EU
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The Danube (pictured in Budapest), is the longest river in the European Union
|
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Repovesi National Park in Finland, where there are some 187,888 lakes larger than 500 square metres (5,382 sq ft)
|
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+
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Including the overseas territories of France which are located outside the continent of Europe, but which are members of the union, the EU experiences most types of climate from Arctic (north-east Europe) to tropical (French Guiana), rendering meteorological averages for the EU as a whole meaningless. The majority of the population lives in areas with a temperate maritime climate (North-Western Europe and Central Europe), a Mediterranean climate (Southern Europe), or a warm summer continental or hemiboreal climate (Northern Balkans and Central Europe).[125]
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+
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The EU's population is highly urbanised, with some 75% of inhabitants living in urban areas as of 2006. Cities are largely spread out across the EU with a large grouping in and around the Benelux.[126]
|
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+
|
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+
The EU operates through a hybrid system of supranational and intergovernmental decision-making,[127][128] and according to the principles of conferral (which says that it should act only within the limits of the competences conferred on it by the treaties) and of subsidiarity (which says that it should act only where an objective cannot be sufficiently achieved by the member states acting alone). Laws made by the EU institutions are passed in a variety of forms.[129] Generally speaking, they can be classified into two groups: those which come into force without the necessity for national implementation measures (regulations) and those which specifically require national implementation measures (directives).[130]
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|
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Constitutionally, the EU bears some resemblance to both a confederation and a federation,[131][132] but has not formally defined itself as either. (It does not have a formal constitution: its status is defined by the Treaty of European Union and the Treaty on the Functioning of the European Union). It is more integrated than a traditional confederation of states because the general level of government widely employs qualified majority voting in some decision-making among the member states, rather than relying exclusively on unanimity.[133][134] It is less integrated than a federal state because it is not a state in its own right: sovereignty continues to flow 'from the bottom up', from the several peoples of the separate member states, rather than from a single undifferentiated whole. This is reflected in the fact that the member states remain the 'masters of the Treaties', retaining control over the allocation of competences to the Union through constitutional change (thus retaining so-called Kompetenz-kompetenz); in that they retain control of the use of armed force; they retain control of taxation; and in that they retain a right of unilateral withdrawal from the Union under Article 50 of the Treaty on European Union. In addition, the principle of subsidiarity requires that only those matters that need to be determined collectively are so determined.
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The European Union has seven principal decision-making bodies, its institutions: the European Parliament, the European Council, the Council of the European Union, the European Commission, the Court of Justice of the European Union, the European Central Bank and the European Court of Auditors. Competence in scrutinising and amending legislation is shared between the Council of the European Union and the European Parliament, while executive tasks are performed by the European Commission and in a limited capacity by the European Council (not to be confused with the aforementioned Council of the European Union). The monetary policy of the eurozone is determined by the European Central Bank. The interpretation and the application of EU law and the treaties are ensured by the Court of Justice of the European Union. The EU budget is scrutinised by the European Court of Auditors. There are also a number of ancillary bodies which advise the EU or operate in a specific area.
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+
|
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EU policy is in general promulgated by EU directives, which are then implemented in the domestic legislation of its member states, and EU regulations, which are immediately enforceable in all member states. Lobbying at EU level by special interest groups is regulated to try to balance the aspirations of private initiatives with public interest decision-making process[135]
|
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+
|
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The European Parliament is one of three legislative institutions of the EU, which together with the Council of the European Union is tasked with amending and approving the Commission's proposals.
|
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The 705 Members of the European Parliament (MEPs) are directly elected by EU citizens every five years on the basis of proportional representation. MEPs are elected on a national basis and they sit according to political groups rather than their nationality. Each country has a set number of seats and is divided into sub-national constituencies where this does not affect the proportional nature of the voting system.[136]
|
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|
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+
In the ordinary legislative procedure, the European Commission proposes legislation, which requires the joint approval of the European Parliament and the Council of the European Union to pass. This process applies to nearly all areas, including the EU budget. The Parliament is the final body to approve or reject the proposed membership of the Commission, and can attempt motions of censure on the Commission by appeal to the Court of Justice. The President of the European Parliament (currently David Sassoli) carries out the role of speaker in Parliament and represents it externally. The President and Vice-Presidents are elected by MEPs every two and a half years.[137]
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+
The European Council gives political direction to the EU. It convenes at least four times a year and comprises the President of the European Council (currently Charles Michel), the President of the European Commission and one representative per member state (either its head of state or head of government). The High Representative of the Union for Foreign Affairs and Security Policy (currently Josep Borrell) also takes part in its meetings. It has been described by some as the Union's "supreme political authority".[138] It is actively involved in the negotiation of treaty changes and defines the EU's policy agenda and strategies.
|
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+
|
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+
The European Council uses its leadership role to sort out disputes between member states and the institutions, and to resolve political crises and disagreements over controversial issues and policies. It acts externally as a "collective head of state" and ratifies important documents (for example, international agreements and treaties).[139]
|
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+
|
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+
Tasks for the President of the European Council are ensuring the external representation of the EU,[140] driving consensus and resolving divergences among member states, both during meetings of the European Council and over the periods between them.
|
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+
|
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+
The European Council should not be mistaken for the Council of Europe, an international organisation independent of the EU based in Strasbourg.
|
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+
|
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+
The European Commission acts both as the EU's executive arm, responsible for the day-to-day running of the EU, and also the legislative initiator, with the sole power to propose laws for debate.[141][142][143] The Commission is 'guardian of the Treaties' and is responsible for their efficient operation and policing.[144] It operates de facto as a cabinet government,[citation needed] with 27 Commissioners for different areas of policy, one from each member state, though Commissioners are bound to represent the interests of the EU as a whole rather than their home state.
|
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+
|
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+
One of the 27 is the President of the European Commission (Jean-Claude Juncker for 2014–2019), appointed by the European Council, subject to the Parliament's approval. After the President, the most prominent Commissioner is the High Representative of the Union for Foreign Affairs and Security Policy, who is ex-officio a Vice-President of the Commission and is also chosen by the European Council.[145] The other 26 Commissioners are subsequently appointed by the Council of the European Union in agreement with the nominated President. The 27 Commissioners as a single body are subject to approval (or otherwise) by vote of the European Parliament.
|
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+
|
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+
The Council of the European Union (also called the "Council"[146] and the "Council of Ministers", its former title)[147] forms one half of the EU's legislature. It consists of a government minister from each member state and meets in different compositions depending on the policy area being addressed. Notwithstanding its different configurations, it is considered to be one single body.[148] In addition to its legislative functions, the Council also exercises executive functions in relations to the Common Foreign and Security Policy.
|
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+
|
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+
In some policies, there are several member states that ally with strategic partners within the Union. Examples of such alliances include the Visegrad Group, Benelux, the Baltic Assembly, the New Hanseatic League, and the Craiova Group.
|
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+
|
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+
The EU had an agreed budget of €120.7 billion for the year 2007 and €864.3 billion for the period 2007–2013,[150] representing 1.10% and 1.05% of the EU-27's GNI forecast for the respective periods. In 1960, the budget of the then European Economic Community was 0.03% of GDP.[151]
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+
In the 2010 budget of €141.5 billion, the largest single expenditure item is "cohesion & competitiveness" with around 45% of the total budget.[152] Next comes "agriculture" with approximately 31% of the total.[152] "Rural development, environment and fisheries" takes up around 11%.[152] "Administration" accounts for around 6%.[152] The "EU as a global partner" and "citizenship, freedom, security and justice" bring up the rear with approximately 6% and 1% respectively.[152]
|
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+
|
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+
The Court of Auditors is legally obliged to provide the Parliament and the Council (specifically, the Economic and Financial Affairs Council) with "a statement of assurance as to the reliability of the accounts and the legality and regularity of the underlying transactions".[153] The Court also gives opinions and proposals on financial legislation and anti-fraud actions.[154] The Parliament uses this to decide whether to approve the Commission's handling of the budget.
|
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+
|
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+
The European Court of Auditors has signed off the European Union accounts every year since 2007 and, while making it clear that the European Commission has more work to do, has highlighted that most of the errors take place at national level.[155][156] In their report on 2009 the auditors found that five areas of Union expenditure, agriculture and the cohesion fund, were materially affected by error.[157] The European Commission estimated in 2009 that the financial effect of irregularities was €1,863 million.[158]
|
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+
|
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+
EU member states retain all powers not explicitly handed to the European Union. In some areas the EU enjoys exclusive competence. These are areas in which member states have renounced any capacity to enact legislation. In other areas the EU and its member states share the competence to legislate. While both can legislate, member states can only legislate to the extent to which the EU has not. In other policy areas the EU can only co-ordinate, support and supplement member state action but cannot enact legislation with the aim of harmonising national laws.[159]
|
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+
|
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That a particular policy area falls into a certain category of competence is not necessarily indicative of what legislative procedure is used for enacting legislation within that policy area. Different legislative procedures are used within the same category of competence, and even with the same policy area.
|
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|
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+
The distribution of competences in various policy areas between Member States and the Union is divided in the following three categories:
|
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|
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+
The EU is based on a series of treaties. These first established the European Community and the EU, and then made amendments to those founding treaties.[161] These are power-giving treaties which set broad policy goals and establish institutions with the necessary legal powers to implement those goals. These legal powers include the ability to enact legislation[q] which can directly affect all member states and their inhabitants.[r] The EU has legal personality, with the right to sign agreements and international treaties.[162]
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|
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Under the principle of supremacy, national courts are required to enforce the treaties that their member states have ratified, and thus the laws enacted under them, even if doing so requires them to ignore conflicting national law, and (within limits) even constitutional provisions.[s]
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+
|
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+
The direct effect and supremacy doctrines were not explicitly set out in the European Treaties but were developed by the Court of Justice itself over the 1960s, apparently under the influence of its then most influential judge, Frenchman Robert Lecourt[163]
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+
The judicial branch of the EU—formally called the Court of Justice of the European Union—consists of two courts: the Court of Justice and the General Court.[164]
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+
The Court of Justice primarily deals with cases taken by member states, the institutions, and cases referred to it by the courts of member states.[165] Because of the doctrines of direct effect and supremacy, many judgments of the Court of Justice are automatically applicable within the internal legal orders of the member states.
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|
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+
The General Court mainly deals with cases taken by individuals and companies directly before the EU's courts,[166] and the European Union Civil Service Tribunal adjudicates in disputes between the European Union and its civil service.[167] Decisions from the General Court can be appealed to the Court of Justice but only on a point of law.[168]
|
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|
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+
The treaties declare that the EU itself is "founded on the values of respect for human dignity, freedom, democracy, equality, the rule of law and respect for human rights, including the rights of persons belonging to minorities ... in a society in which pluralism, non-discrimination, tolerance, justice, solidarity and equality between women and men prevail."[169]
|
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|
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+
In 2009, the Lisbon Treaty gave legal effect to the Charter of Fundamental Rights of the European Union. The charter is a codified catalogue of fundamental rights against which the EU's legal acts can be judged. It consolidates many rights which were previously recognised by the Court of Justice and derived from the "constitutional traditions common to the member states."[170] The Court of Justice has long recognised fundamental rights and has, on occasion, invalidated EU legislation based on its failure to adhere to those fundamental rights.[171]
|
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+
|
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Signing the European Convention on Human Rights (ECHR) is a condition for EU membership.[t] Previously, the EU itself could not accede to the Convention as it is neither a state[u] nor had the competence to accede.[v] The Lisbon Treaty and Protocol 14 to the ECHR have changed this: the former binds the EU to accede to the Convention while the latter formally permits it.
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|
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+
The EU is independent from the Council of Europe, although they share purpose and ideas, especially on the rule of law, human rights and democracy. Furthermore, the European Convention on Human Rights and European Social Charter, as well as the source of law for the Charter of Fundamental Rights are created by the Council of Europe. The EU has also promoted human rights issues in the wider world. The EU opposes the death penalty and has proposed its worldwide abolition. Abolition of the death penalty is a condition for EU membership.[172]
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|
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+
The main legal acts of the EU come in three forms: regulations, directives, and decisions. Regulations become law in all member states the moment they come into force, without the requirement for any implementing measures,[w] and automatically override conflicting domestic provisions.[q] Directives require member states to achieve a certain result while leaving them discretion as to how to achieve the result. The details of how they are to be implemented are left to member states.[x] When the time limit for implementing directives passes, they may, under certain conditions, have direct effect in national law against member states.
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|
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Decisions offer an alternative to the two above modes of legislation. They are legal acts which only apply to specified individuals, companies or a particular member state. They are most often used in competition law, or on rulings on State Aid, but are also frequently used for procedural or administrative matters within the institutions. Regulations, directives, and decisions are of equal legal value and apply without any formal hierarchy.[173]
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+
The European Ombudsman was established by the Maastricht Treaty. The ombudsman is elected by the European Parliament for the length of the Parliament's term, and the position is renewable.[174] Any EU citizen or entity may appeal to the ombudsman to investigate an EU institution on the grounds of maladministration (administrative irregularities, unfairness, discrimination, abuse of power, failure to reply, refusal of information or unnecessary delay).[175] Emily O'Reilly is the current ombudsman since 2013.[176]
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The borders inside the Schengen Area between Germany and Austria
|
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Europol Headquarters in The Hague, Netherlands
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+
Eurojust Headquarters in The Hague, Netherlands
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Seat of Frontex in Warsaw, Poland
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Since the creation of the EU in 1993, it has developed its competencies in the area of justice and home affairs; initially at an intergovernmental level and later by supranationalism. Accordingly, the Union has legislated in areas such as extradition,[177] family law,[178] asylum law,[179] and criminal justice.[180] Prohibitions against sexual and nationality discrimination have a long standing in the treaties.[y] In more recent years, these have been supplemented by powers to legislate against discrimination based on race, religion, disability, age, and sexual orientation.[z] By virtue of these powers, the EU has enacted legislation on sexual discrimination in the work-place, age discrimination, and racial discrimination.[aa]
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+
The Union has also established agencies to co-ordinate police, prosecutorial and immigrations controls across the member states: Europol for co-operation of police forces,[181] Eurojust for co-operation between prosecutors,[182] and Frontex for co-operation between border control authorities.[183] The EU also operates the Schengen Information System[16] which provides a common database for police and immigration authorities. This co-operation had to particularly be developed with the advent of open borders through the Schengen Agreement and the associated cross border crime.
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Foreign policy co-operation between member states dates from the establishment of the Community in 1957, when member states negotiated as a bloc in international trade negotiations under the EU's common commercial policy.[184] Steps for a more wide-ranging co-ordination in foreign relations began in 1970 with the establishment of European Political Cooperation which created an informal consultation process between member states with the aim of forming common foreign policies. In 1987 the European Political Cooperation was introduced on a formal basis by the Single European Act. EPC was renamed as the Common Foreign and Security Policy (CFSP) by the Maastricht Treaty.[185]
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The aims of the CFSP are to promote both the EU's own interests and those of the international community as a whole, including the furtherance of international co-operation, respect for human rights, democracy, and the rule of law.[186] The CFSP requires unanimity among the member states on the appropriate policy to follow on any particular issue. The unanimity and difficult issues treated under the CFSP sometimes lead to disagreements, such as those which occurred over the war in Iraq.[187]
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The coordinator and representative of the CFSP within the EU is the High Representative of the Union for Foreign Affairs and Security Policy who speaks on behalf of the EU in foreign policy and defence matters, and has the task of articulating the positions expressed by the member states on these fields of policy into a common alignment. The High Representative heads up the European External Action Service (EEAS), a unique EU department[188] that has been officially implemented and operational since 1 December 2010 on the occasion of the first anniversary of the entry into force of the Treaty of Lisbon.[189] The EEAS will serve as a foreign ministry and diplomatic corps for the European Union.[190]
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|
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+
Besides the emerging international policy of the European Union, the international influence of the EU is also felt through enlargement. The perceived benefits of becoming a member of the EU act as an incentive for both political and economic reform in states wishing to fulfil the EU's accession criteria, and are considered an important factor contributing to the reform of European formerly Communist countries.[191]:762 This influence on the internal affairs of other countries is generally referred to as "soft power", as opposed to military "hard power".[192]
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|
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The predecessors of the European Union were not devised as a military alliance because NATO was largely seen as appropriate and sufficient for defence purposes.[193] 21 EU members are members of NATO[194] while the remaining member states follow policies of neutrality.[195] The Western European Union, a military alliance with a mutual defence clause, was disbanded in 2010 as its role had been transferred to the EU.[196]
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France is the only member officially recognised as a nuclear weapon state holding a permanent seat on the United Nations Security Council. Most EU member states opposed the Nuclear Weapon Ban Treaty.[197]
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Following the Kosovo War in 1999, the European Council agreed that "the Union must have the capacity for autonomous action, backed by credible military forces, the means to decide to use them, and the readiness to do so, in order to respond to international crises without prejudice to actions by NATO". To that end, a number of efforts were made to increase the EU's military capability, notably the Helsinki Headline Goal process. After much discussion, the most concrete result was the EU Battlegroups initiative, each of which is planned to be able to deploy quickly about 1500 personnel.[198]
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EU forces have been deployed on peacekeeping missions from middle and northern Africa to the western Balkans and western Asia.[199] EU military operations are supported by a number of bodies, including the European Defence Agency, European Union Satellite Centre and the European Union Military Staff.[200] Frontex is an agency of the EU established to manage the cooperation between national border guards securing its external borders. It aims to detect and stop illegal immigration, human trafficking and terrorist infiltration. In 2015 the European Commission presented its proposal for a new European Border and Coast Guard Agency having a stronger role and mandate along with national authorities for border management. In an EU consisting of 27 members, substantial security and defence co-operation is increasingly relying on collaboration among all member states.[201]
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The European Commission's Humanitarian Aid and Civil Protection department, or "ECHO", provides humanitarian aid from the EU to developing countries. In 2012, its budget amounted to €874 million, 51% of the budget went to Africa and 20% to Asia, Latin America, the Caribbean and Pacific, and 20% to the Middle East and Mediterranean.[202]
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Humanitarian aid is financed directly by the budget (70%) as part of the financial instruments for external action and also by the European Development Fund (30%).[203] The EU's external action financing is divided into 'geographic' instruments and 'thematic' instruments.[203] The 'geographic' instruments provide aid through the Development Cooperation Instrument (DCI, €16.9 billion, 2007–2013), which must spend 95% of its budget on official development assistance (ODA), and from the European Neighbourhood and Partnership Instrument (ENPI), which contains some relevant programmes.[203] The European Development Fund (EDF, €22.7 billion for the period 2008–2013 and €30.5 billion for the period 2014–2020) is made up of voluntary contributions by member states, but there is pressure to merge the EDF into the budget-financed instruments to encourage increased contributions to match the 0.7% target and allow the European Parliament greater oversight.[203][204]
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In 2016, the average among EU countries was 0.4% and five had met or exceeded the 0.7% target: Denmark, Germany, Luxembourg, Sweden and the United Kingdom.[205] If considered collectively, EU member states are the largest contributor of foreign aid in the world.[206][207]
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The EU uses foreign relations instruments like the European Neighbourhood Policy which seeks to tie those countries to the east and south of the European territory of the EU to the Union. These countries, primarily developing countries, include some who seek to one day become either a member state of the European Union, or more closely integrated with the European Union. The EU offers financial assistance to countries within the European Neighbourhood, so long as they meet the strict conditions of government reform, economic reform and other issues surrounding positive transformation. This process is normally underpinned by an Action Plan, as agreed by both Brussels and the target country.
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International recognition of sustainable development as a key element is growing steadily. Its role was recognized in three major UN summits on sustainable development: the 1992 UN Conference on Environment and Development (UNCED) in Rio de Janeiro, Brazil; the 2002 World Summit on Sustainable Development (WSSD) in Johannesburg, South Africa; and the 2012 UN Conference on Sustainable Development (UNCSD) in Rio de Janeiro. Other key global agreements are the Paris Agreement and the 2030 Agenda for Sustainable Development (United Nations, 2015). The SDGs recognize that all countries must stimulate action in the following key areas - people, planet, prosperity, peace and partnership - in order to tackle the global challenges that are crucial for the survival of humanity.
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EU development action is based on the European Consensus on Development, which was endorsed on 20 December 2005 by EU Member States, the Council, the European Parliament and the Commission.[208] It is applied from the principles of Capability approach and Rights-based approach to development.
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Partnership and cooperation agreements are bilateral agreements with non-member nations.[209]
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The European Union is the largest exporter in the world[213] and as of 2008 the largest importer of goods and services.[214][215] Internal trade between the member states is aided by the removal of barriers to trade such as tariffs and border controls. In the eurozone, trade is helped by not having any currency differences to deal with amongst most members.[216]
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The European Union Association Agreement does something similar for a much larger range of countries, partly as a so-called soft approach ('a carrot instead of a stick') to influence the politics in those countries.
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The European Union represents all its members at the World Trade Organization (WTO), and acts on behalf of member states in any disputes. When the EU negotiates trade related agreement outside the WTO framework, the subsequent agreement must be approved by each individual EU member state government.[216]
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The European Union has concluded free trade agreements (FTAs)[217] and other agreements with a trade component with many countries worldwide and is negotiating with many others.[218]
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As a political entity the European Union is represented in the World Trade Organization (WTO). EU member states own the estimated second largest after the United States (US$105 trillion) net wealth in the world, equal to around 20% (~€60 trillion) of the US$360 trillion (~€300 trillion)[219] global wealth.[220]
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19 member states have joined a monetary union known as the eurozone, which uses the euro as a single currency. The currency union represents 342 million EU citizens.[221] The euro is the second largest reserve currency as well as the second most traded currency in the world after the United States dollar.[222][223][224]
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Of the top 500 largest corporations in the world measured by revenue in 2010, 161 had their headquarters in the EU.[225] In 2016, unemployment in the EU stood at 8.9%[226] while inflation was at 2.2%, and the current account balance at −0.9% of GDP. The average annual net earnings in the European Union was around €24,000 (US$30,000)[227] in 2015.
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There is a significant variation in Nominal GDP per capita within individual EU states. The difference between the richest and poorest regions (281 NUTS-2 regions of the Nomenclature of Territorial Units for Statistics) ranged, in 2017, from 31% (Severozapaden, Bulgaria) of the EU28 average (€30,000) to 253% (Luxembourg), or from €4,600 to €92,600.[228]
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Two of the original core objectives of the European Economic Community were the development of a common market, subsequently becoming a single market, and a customs union between its member states. The single market involves the free circulation of goods, capital, people, and services within the EU,[221] and the customs union involves the application of a common external tariff on all goods entering the market. Once goods have been admitted into the market they cannot be subjected to customs duties, discriminatory taxes or import quotas, as they travel internally. The non-EU member states of Iceland, Norway, Liechtenstein and Switzerland participate in the single market but not in the customs union.[119] Half the trade in the EU is covered by legislation harmonised by the EU.[229]
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Free movement of capital is intended to permit movement of investments such as property purchases and buying of shares between countries.[230] Until the drive towards economic and monetary union the development of the capital provisions had been slow. Post-Maastricht there has been a rapidly developing corpus of ECJ judgements regarding this initially neglected freedom. The free movement of capital is unique insofar as it is granted equally to non-member states.
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The free movement of persons means that EU citizens can move freely between member states to live, work, study or retire in another country. This required the lowering of administrative formalities and recognition of professional qualifications of other states.[231]
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The free movement of services and of establishment allows self-employed persons to move between member states to provide services on a temporary or permanent basis. While services account for 60–70% of GDP, legislation in the area is not as developed as in other areas. This lacuna has been addressed by the recently passed Directive on services in the internal market which aims to liberalise the cross border provision of services.[232] According to the Treaty the provision of services is a residual freedom that only applies if no other freedom is being exercised.
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The creation of a European single currency became an official objective of the European Economic Community in 1969. In 1992, having negotiated the structure and procedures of a currency union, the member states signed the Maastricht Treaty and were legally bound to fulfil the agreed-on rules including the convergence criteria if they wanted to join the monetary union. The states wanting to participate had first to join the European Exchange Rate Mechanism.
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In 1999 the currency union started, first as an accounting currency with eleven member states joining. In 2002, the currency was fully put into place, when euro notes and coins were issued and national currencies began to phase out in the eurozone, which by then consisted of 12 member states. The eurozone (constituted by the EU member states which have adopted the euro) has since grown to 19 countries.[233][ab]
|
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+
The euro, and the monetary policies of those who have adopted it in agreement with the EU, are under the control of the European Central Bank (ECB).[234] The ECB is the central bank for the eurozone, and thus controls monetary policy in that area with an agenda to maintain price stability. It is at the centre of the European System of Central Banks, which comprehends all EU national central banks and is controlled by its General Council, consisting of the President of the ECB, who is appointed by the European Council, the Vice-President of the ECB, and the governors of the national central banks of all 27 EU member states.[235]
|
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+
The European System of Financial Supervision is an institutional architecture of the EU's framework of financial supervision composed by three authorities: the European Banking Authority, the European Insurance and Occupational Pensions Authority and the European Securities and Markets Authority. To complement this framework, there is also a European Systemic Risk Board under the responsibility of the ECB. The aim of this financial control system is to ensure the economic stability of the EU.[236]
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+
To prevent the joining states from getting into financial trouble or crisis after entering the monetary union, they were obliged in the Maastricht treaty to fulfil important financial obligations and procedures, especially to show budgetary discipline and a high degree of sustainable economic convergence, as well as to avoid excessive government deficits and limit the government debt to a sustainable level.
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+
The European Commission working sectors are: Aeronautics, automotive, biotechnology, chemicals, construction, cosmetics, defense, electronics, firearms, food and drink, gambling, healthcare, maritime, mechanics, medical, postal, raw materials, space, textile, tourism, toys and Social economy (Societas cooperativa Europaea).
|
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|
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+
In 2006, the EU-27 had a gross inland energy consumption of 1,825 million tonnes of oil equivalent (toe).[237] Around 46% of the energy consumed was produced within the member states while 54% was imported.[237] In these statistics, nuclear energy is treated as primary energy produced in the EU, regardless of the source of the uranium, of which less than 3% is produced in the EU.[238]
|
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+
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+
The EU has had legislative power in the area of energy policy for most of its existence; this has its roots in the original European Coal and Steel Community. The introduction of a mandatory and comprehensive European energy policy was approved at the meeting of the European Council in October 2005, and the first draft policy was published in January 2007.[239]
|
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+
The EU has five key points in its energy policy: increase competition in the internal market, encourage investment and boost interconnections between electricity grids; diversify energy resources with better systems to respond to a crisis; establish a new treaty framework for energy co-operation with Russia while improving relations with energy-rich states in Central Asia[240] and North Africa; use existing energy supplies more efficiently while increasing renewable energy commercialisation; and finally increase funding for new energy technologies.[239]
|
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|
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+
In 2007, EU countries as a whole imported 82% of their oil, 57% of their natural gas[241] and 97.48% of their uranium[238] demands. There is a strong dependence on Russian energy that the EU has been attempting to reduce.[242]
|
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The EU is working to improve cross-border infrastructure within the EU, for example through the Trans-European Networks (TEN). Projects under TEN include the Channel Tunnel, LGV Est, the Fréjus Rail Tunnel, the Öresund Bridge, the Brenner Base Tunnel and the Strait of Messina Bridge. In 2010 the estimated network covers: 75,200 kilometres (46,700 mi) of roads; 78,000 kilometres (48,000 mi) of railways; 330 airports; 270 maritime harbours; and 210 internal harbours.[243][244]
|
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+
Rail transport in Europe is being synchronised with the European Rail Traffic Management System (ERTMS), an initiative to greatly enhance safety, increase efficiency of trains and enhance cross-border interoperability of rail transport in Europe by replacing signalling equipment with digitised mostly wireless versions and by creating a single Europe-wide standard for train control and command systems.
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+
The developing European transport policies will increase the pressure on the environment in many regions by the increased transport network. In the pre-2004 EU members, the major problem in transport deals with congestion and pollution. After the recent enlargement, the new states that joined since 2004 added the problem of solving accessibility to the transport agenda.[245] The Polish road network was upgraded such as the A4 autostrada.[246]
|
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The Galileo positioning system is another EU infrastructure project. Galileo is a proposed Satellite navigation system, to be built by the EU and launched by the European Space Agency (ESA). The Galileo project was launched partly to reduce the EU's dependency on the US-operated Global Positioning System, but also to give more complete global coverage and allow for greater accuracy, given the aged nature of the GPS system.[247]
|
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The Common Agricultural Policy (CAP) is one of the long lasting policies of the European Community.[248] The policy has the objectives of increasing agricultural production, providing certainty in food supplies, ensuring a high quality of life for farmers, stabilising markets, and ensuring reasonable prices for consumers.[ad] It was, until recently, operated by a system of subsidies and market intervention. Until the 1990s, the policy accounted for over 60% of the then European Community's annual budget, and as of 2013[update] accounts for around 34%.[249]
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The policy's price controls and market interventions led to considerable overproduction. These were intervention stores of products bought up by the Community to maintain minimum price levels. To dispose of surplus stores, they were often sold on the world market at prices considerably below Community guaranteed prices, or farmers were offered subsidies (amounting to the difference between the Community and world prices) to export their products outside the Community. This system has been criticised for under-cutting farmers outside Europe, especially those in the developing world.[250] Supporters of CAP argue that the economic support which it gives to farmers provides them with a reasonable standard of living.[250]
|
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Since the beginning of the 1990s, the CAP has been subject to a series of reforms. Initially, these reforms included the introduction of set-aside in 1988, where a proportion of farm land was deliberately withdrawn from production, milk quotas and, more recently, the 'de-coupling' (or disassociation) of the money farmers receive from the EU and the amount they produce (by the Fischler reforms in 2004). Agriculture expenditure will move away from subsidy payments linked to specific produce, toward direct payments based on farm size. This is intended to allow the market to dictate production levels.[248] One of these reforms entailed the modification of the EU's sugar regime, which previously divided the sugar market between member states and certain African-Caribbean nations with a privileged relationship with the EU.[251]
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The EU operates a competition policy intended to ensure undistorted competition within the single market.[ae]
|
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The Competition Commissioner, currently Margrethe Vestager, is one of the most powerful positions in the Commission, notable for the ability to affect the commercial interests of trans-national corporations.[citation needed] For example, in 2001 the Commission for the first time prevented a merger between two companies based in the United States (GE and Honeywell) which had already been approved by their national authority.[252] Another high-profile case against Microsoft, resulted in the Commission fining Microsoft over €777 million following nine years of legal action.[253]
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+
The EU seasonally adjusted unemployment rate was 6.7% in September 2018.[254] The euro area unemployment rate was 8.1%.[254] Among the member states, the lowest unemployment rates were recorded in the Czech Republic (2.3%), Germany and Poland (both 3.4%), and the highest in Spain (14.9%) and Greece (19.0 in July 2018).[254]
|
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+
The EU has long sought to mitigate the effects of free markets by protecting workers rights and preventing social and environmental dumping. To this end it has adopted laws establishing minimum employment and environmental standards. These included the Working Time Directive and the Environmental Impact Assessment Directive. The EU has also sought to coordinate the social security and health systems of member states to facilitate individuals exercising free movement rights and to ensure they maintain their ability to access social security and health services in other member states.
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+
The European Social Charter is the main body that recognizes the social rights of European citizens.
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A European unemployment insurance has been proposed among others by the commissioner of Jobs Nicolas Schmit.[255]
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+
Since 2019 there is a European Commissioner for Equality; a European Institute for Gender Equality has existed since 2007.
|
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Housing, youth, childhood, Functional diversity or elderly care are supportive competencies of the European Union and can be financed by the European Social Fund.
|
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Structural Funds and Cohesion Funds are supporting the development of underdeveloped regions of the EU. Such regions are primarily located in the states of central and southern Europe.[256][257] Several funds provide emergency aid, support for candidate members to transform their country to conform to the EU's standard (Phare, ISPA, and SAPARD), and support to the Commonwealth of Independent States (TACIS). TACIS has now become part of the worldwide EuropeAid programme.
|
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Demographic transition to a society of aging population, low fertility-rates and depopulation of non-metropolitan regions is tackled within this policies.
|
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In 1957, when the EEC was founded, it had no environmental policy.[258] Over the past 50 years, an increasingly dense network of legislation has been created, extending to all areas of environmental protection, including air pollution, water quality, waste management, nature conservation, and the control of chemicals, industrial hazards, and biotechnology.[259] According to the Institute for European Environmental Policy, environmental law comprises over 500 Directives, Regulations and Decisions, making environmental policy a core area of European politics.[260]
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European policy-makers originally increased the EU's capacity to act on environmental issues by defining it as a trade problem.[261]
|
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Trade barriers and competitive distortions in the Common Market could emerge due to the different environmental standards in each member state.[262] In subsequent years, the environment became a formal policy area, with its own policy actors, principles and procedures. The legal basis for EU environmental policy was established with the introduction of the Single European Act in 1987.[260]
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Initially, EU environmental policy focused on Europe. More recently, the EU has demonstrated leadership in global environmental governance, e.g. the role of the EU in securing the ratification and coming into force of the Kyoto Protocol despite opposition from the United States. This international dimension is reflected in the EU's Sixth Environmental Action Programme,[263] which recognises that its objectives can only be achieved if key international agreements are actively supported and properly implemented both at EU level and worldwide. The Lisbon Treaty further strengthened the leadership ambitions.[264] EU law has played a significant role in improving habitat and species protection in Europe, as well as contributing to improvements in air and water quality and waste management.[260]
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Mitigating climate change is one of the top priorities of EU environmental policy. In 2007, member states agreed that, in the future, 20% of the energy used across the EU must be renewable, and carbon dioxide emissions have to be lower in 2020 by at least 20% compared to 1990 levels.[265] The EU has adopted an emissions trading system to incorporate carbon emissions into the economy.[266] The European Green Capital is an annual award given to cities that focuses on the environment, energy efficiency, and quality of life in urban areas to create smart city.
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In the Elections to the European Parliament in 2019, the green parties increased their power, possibly because of the rise of post materialist values.[267]
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Proposals to reach a zero carbon economy in the European Union by 2050 were suggested in 2018 - 2019. Almost all member states supported that goal at an EU summit in June 2019. The Czech Republic, Estonia, Hungary, and Poland disagreed.[268]
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Basic education is an area where the EU's role is limited to supporting national governments. In higher education, the policy was developed in the 1980s in programmes supporting exchanges and mobility. The most visible of these has been the Erasmus Programme, a university exchange programme which began in 1987. In its first 20 years, it supported international exchange opportunities for well over 1.5 million university and college students and became a symbol of European student life.[269]
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There are similar programmes for school pupils and teachers, for trainees in vocational education and training, and for adult learners in the Lifelong Learning Programme 2007–2013. These programmes are designed to encourage a wider knowledge of other countries and to spread good practices in the education and training fields across the EU.[270][271] Through its support of the Bologna Process, the EU is supporting comparable standards and compatible degrees across Europe.
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Scientific development is facilitated through the EU's Framework Programmes, the first of which started in 1984. The aims of EU policy in this area are to co-ordinate and stimulate research. The independent European Research Council allocates EU funds to European or national research projects.[272] EU research and technological framework programmes deal in a number of areas, for example energy where the aim is to develop a diverse mix of renewable energy to help the environment and to reduce dependence on imported fuels.[273]
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The EU has no major competences in the field of health care and Article 35 of the Charter of Fundamental Rights of the European Union affirms that "A high level of human health protection shall be ensured in the definition and implementation of all Union policies and activities". The European Commission's Directorate-General for Health and Consumers seeks to align national laws on the protection of people's health, on the consumers' rights, on the safety of food and other products.[274][275][276]
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All EU and many other European countries offer their citizens a free European Health Insurance Card which, on a reciprocal basis, provides insurance for emergency medical treatment insurance when visiting other participating European countries.[277] A directive on cross-border healthcare aims at promoting co-operation on health care between member states and facilitating access to safe and high-quality cross-border healthcare for European patients.[278][279][280]
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The EU has some of the highest levels of life expectancy in the world, with Spain, Italy, Sweden, France, Malta, Ireland, Netherlands, Luxembourg, and Greece all among the world's top 20 countries with the highest life expectancy.[281] In general, life expectancy is lower in Eastern Europe than in Western Europe.[282] In 2018, the EU region with the highest life expectancy was Madrid, Spain at 85.2 years, followed by the Spanish regions of La Rioja and Castilla y León both at 84.3 years, Trentino in Italy at 84.3 years and Île-de-France in France at 84.2 years. The overall life expectancy in the EU in 2018 was 81.0 years, higher than the World average of 72.6 years.[283]
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Cultural co-operation between member states has been an interest of the EU since its inclusion as a community competency in the Maastricht Treaty.[284] Actions taken in the cultural area by the EU include the Culture 2000 seven-year programme,[284] the European Cultural Month event,[285] and orchestras such as the European Union Youth Orchestra.[286] The European Capital of Culture programme selects one or more cities in every year to assist the cultural development of that city.[287]
|
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Association football is by far the most popular sport in the European Union by the number of registered players. The other sports with the most participants in clubs are tennis, basketball, swimming, athletics, golf, gymnastics, equestrian sports, handball, volleyball and sailing.[288]
|
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Sport is mainly the responsibility of the member states or other international organisations, rather than of the EU. There are some EU policies that have affected sport, such as the free movement of workers, which was at the core of the Bosman ruling that prohibited national football leagues from imposing quotas on foreign players with European citizenship.[289]
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The Treaty of Lisbon requires any application of economic rules to take into account the specific nature of sport and its structures based on voluntary activity.[290] This followed lobbying by governing organisations such as the International Olympic Committee and FIFA, due to objections over the application of free market principles to sport, which led to an increasing gap between rich and poor clubs.[291] The EU does fund a programme for Israeli, Jordanian, Irish, and British football coaches, as part of the Football 4 Peace project.[292]
|
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The flag used is the Flag of Europe, which consists of a circle of 12 golden stars on a blue background. Originally designed in 1955 for the Council of Europe, the flag was adopted by the European Communities, the predecessors of the present Union, in 1986. The Council of Europe gave the flag a symbolic description in the following terms,[293] though the official symbolic description adopted by the EU omits the reference to the "Western world":[294]
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Against the blue sky of the Western world, the stars symbolise the peoples of Europe in a form of a circle, the sign of union. The number of stars is invariably twelve, the figure twelve being the symbol of perfection and entirety.
|
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United in Diversity was adopted as the motto of the Union in the year 2000, having been selected from proposals submitted by school pupils.[295] Since 1985, the flag day of the Union has been Europe Day, on 9 May (the date of the 1950 Schuman declaration). The anthem of the Union is an instrumental version of the prelude to the Ode to Joy, the 4th movement of Ludwig van Beethoven's ninth symphony. The anthem was adopted by European Community leaders in 1985 and has since been played on official occasions.[296]
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Besides naming the continent, the Greek mythological figure of Europa has frequently been employed as a personification of Europe. Known from the myth in which Zeus seduces her in the guise of a white bull, Europa has also been referred to in relation to the present Union. Statues of Europa and the bull decorate several of the Union's institutions and a portrait of her is seen on the 2013 series of Euro banknotes. The bull is, for its part, depicted on all residence permit cards.[297]
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Charles the Great, also known as Charlemagne (Latin: Carolus Magnus) and later recognised as Pater Europae ("Father of Europe"),[298][299][300] has a symbolic relevance to Europe. The Commission has named one of its central buildings in Brussels after Charlemagne and the city of Aachen has since 1949 awarded the Charlemagne Prize to champions of European unification.[301] Since 2008, the organisers of this prize, in conjunction with the European Parliament, have awarded the Charlemagne Youth Prize in recognition of similar efforts by young people.[302]
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Media freedom is a fundamental right that applies to all member states of the European Union and its citizens, as defined in the EU Charter of Fundamental Rights as well as the European Convention on Human Rights.[303]:1 Within the EU enlargement process, guaranteeing media freedom is named a "key indicator of a country's readiness to become part of the EU".[304]
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The majority of media in the European Union are national-oriented. Some EU-wide media focusing on European affairs have emerged since the early 1990s, such as Euronews, EUobserver, EURACTIV or Politico Europe.[305][306] ARTE is a public Franco-German TV network that promotes programming in the areas of culture and the arts. 80% of its programming are provided in equal proportion by the two member companies, while the remainder is being provided by the European Economic Interest Grouping ARTE GEIE and the channel's European partners.[307]
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The MEDIA Programme of the European Union has supported the European popular film and audiovisual industries since 1991. It provides support for the development, promotion and distribution of European works within Europe and beyond.[308]
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The European Union has had a significant positive economic impact on most member states.[309] According to a 2019 study of the member states who joined from 1973 to 2004, "without European integration, per capita incomes would have been, on average, approximately 10% lower in the first ten years after joining the EU."[309] Greece was the exception reported by the study, which analysed up to 2008, "to avoid confounding effects from the global financial crisis".[309]
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The European Union has contributed to peace in Europe, in particular by pacifying border disputes.[310][311]
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The European Union has contributed to the spread of democracy, in particular by encouraging democratic reforms in aspiring Eastern European member states after the collapse of the USSR.[312][313] Thomas Risse wrote in 2009, "there is a consensus in the literature on Eastern Europe that the EU membership perspective had a huge anchoring effects for the new democracies."[313] However, R. Daniel Keleman argues that over time, the EU has proved beneficial to leaders who are overseeing democratic backsliding, as the EU is reluctant to intervene in domestic politics, gives the authoritarians funds which they can use to strengthen their regimes, and because freedom of movement within the EU allows dissenting citizens to leave their backsliding countries.[314]
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Official:
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Overviews and data:
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News and interviews:
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Educational resources:
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The Soviet Union,[d] officially the Union of Soviet Socialist Republics[e] (USSR),[f] was a federal socialist state in Northern Eurasia that existed from 1922 to 1991. Nominally a union of multiple national Soviet republics,[g] in practice its government and economy were highly centralized until its final years. It was a one-party state governed by the Communist Party, with Moscow as its capital in its largest republic, the Russian SFSR. Other major urban centers were Leningrad, Kiev, Minsk, Tashkent, Alma-Ata and Novosibirsk. It was the largest country in the world by surface area,[18] spanning over 10,000 kilometers (6,200 mi) east to west across 11 time zones and over 7,200 kilometers (4,500 mi) north to south. Its territory included much of Eastern Europe as well as part of Northern Europe and all of Northern and Central Asia. It had five climate zones such as tundra, taiga, steppes, desert, and mountains. Its diverse population was collectively known as Soviet people.
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The Soviet Union had its roots in the October Revolution of 1917, when the Bolsheviks, headed by Vladimir Lenin, overthrew the Provisional Government that had earlier replaced the monarchy. They established the Russian Soviet Republic[h], beginning a civil war between the Bolshevik Red Army and many anti-Bolshevik forces across the former Empire, among whom the largest faction was the White Guard. The disastrous distractive effect of the war and the Bolshevik policies led to 5 million deaths during the 1921–1922 famine in the region of Povolzhye. The Red Army expanded and helped local Communists take power, establishing soviets, repressing their political opponents and rebellious peasants through the policies of Red Terror and War Communism. In 1922, the Communists were victorious, forming the Soviet Union with the unification of the Russian, Transcaucasian, Ukrainian and Byelorussian republics. The New Economic Policy (NEP) which was introduced by Lenin led to a partial return of a free market and private property, resulting in a period of economic recovery.
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Following Lenin's death in 1924, a troika and a brief power struggle, Joseph Stalin came to power in the mid-1920s. Stalin suppressed all political opposition to his rule inside the Communist Party, committed the state ideology to Marxism–Leninism, ended the NEP, initiating a centrally planned economy. As a result, the country underwent a period of rapid industrialization and forced collectivization, which led to a significant economic growth, but also created a man-made famine of 1932–1933 and expanded the Gulag labour camp system founded back in 1918. Stalin also fomented political paranoia and conducted the Great Purge to remove opponents of his from the Party through the mass arbitrary arrest of many people (military leaders, Communist Party members and ordinary citizens alike) who were then sent to correctional labor camps or sentenced to death.
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On 23 August 1939, after unsuccessful efforts to form an anti-fascist alliance with Western powers, the Soviets signed the non-aggression agreement with Nazi Germany. After the start of World War II, the formally neutral Soviets invaded and annexed territories of several Eastern European states, including eastern Poland and the Baltic states. In June 1941 the Germans invaded, opening the largest and bloodiest theater of war in history. Soviet war casualties accounted for the highest proportion of the conflict in the cost of acquiring the upper hand over Axis forces at intense battles such as Stalingrad. Soviet forces eventually captured Berlin and won World War II in Europe on 9 May 1945. The territory overtaken by the Red Army became satellite states of the Eastern Bloc. The Cold War emerged in 1947 as a result of a post-war Soviet dominance in Eastern Europe, where the Eastern Bloc confronted the Western Bloc that united in the North Atlantic Treaty Organization in 1949.
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Following Stalin's death in 1953, a period known as de-Stalinization and Khrushchev Thaw occurred under the leadership of Nikita Khrushchev. The country developed rapidly, as millions of peasants were moved into industrialized cities. The USSR took an early lead in the Space Race with the first ever satellite and the first human spaceflight. In the 1970s, there was a brief détente of relations with the United States, but tensions resumed when the Soviet Union deployed troops in Afghanistan in 1979. The war drained economic resources and was matched by an escalation of American military aid to Mujahideen fighters.
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In the mid-1980s, the last Soviet leader, Mikhail Gorbachev, sought to further reform and liberalize the economy through his policies of glasnost and perestroika. The goal was to preserve the Communist Party while reversing economic stagnation. The Cold War ended during his tenure, and in 1989 Soviet satellite countries in Eastern Europe overthrew their respective communist regimes. This led to the rise of strong nationalist and separatist movements inside the USSR as well. Central authorities initiated a referendum—boycotted by the Baltic republics, Armenia, Georgia, and Moldova—which resulted in the majority of participating citizens voting in favor of preserving the Union as a renewed federation. In August 1991, a coup d'état was attempted by Communist Party hardliners. It failed, with Russian President Boris Yeltsin playing a high-profile role in facing down the coup, resulting in the banning of the Communist Party. On 25 December 1991, Gorbachev resigned and the remaining twelve constituent republics emerged from the dissolution of the Soviet Union as independent post-Soviet states. The Russian Federation (formerly the Russian SFSR) assumed the Soviet Union's rights and obligations and is recognized as its continued legal personality.
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The USSR produced many significant social and technological achievements and innovations of the 20th century, including the world's first ministry of health, first human-made satellite, the first humans in space and the first probe to land on another planet, Venus. The country had the world's second-largest economy and the largest standing military in the world.[19][20][21] The USSR was recognized as one of the five nuclear weapons states. It was a founding permanent member of the United Nations Security Council as well as a member of the Organization for Security and Co-operation in Europe, the World Federation of Trade Unions and the leading member of the Council for Mutual Economic Assistance and the Warsaw Pact.
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The word soviet is derived from the Russian word sovet (Russian: совет), meaning "council", "assembly", "advice", "harmony", "concord",[note 1] ultimately deriving from the proto-Slavic verbal stem of vět-iti ("to inform"), related to Slavic věst ("news"), English "wise", the root in "ad-vis-or" (which came to English through French), or the Dutch weten ("to know"; cf. wetenschap meaning "science"). The word sovietnik means "councillor".[22]
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Some organizations in Russian history were called council (Russian: совет). In the Russian Empire, the State Council which functioned from 1810 to 1917 was referred to as a Council of Ministers after the revolt of 1905.[22]
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During the Georgian Affair, Vladimir Lenin envisioned an expression of Great Russian ethnic chauvinism by Joseph Stalin and his supporters, calling for these nation-states to join Russia as semi-independent parts of a greater union which he initially named as the Union of Soviet Republics of Europe and Asia (Russian: Союз Советских Республик Европы и Азии, tr. Soyuz Sovetskikh Respublik Evropy i Azii).[23] Stalin initially resisted the proposal but ultimately accepted it, although with Lenin's agreement changed the name to the Union of Soviet Socialist Republics (USSR), albeit all the republics began as socialist soviet and did not change to the other order until 1936. In addition, in the national languages of several republics, the word council or conciliar in the respective language was only quite late changed to an adaptation of the Russian soviet and never in others, e.g. Ukraine.
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СССР (in Latin alphabet: SSSR) is the abbreviation of USSR in Russian. It is written in Cyrillic alphabets. The Soviets used the Cyrillic abbreviation so frequently that audiences worldwide became familiar with its meaning. Notably, both Cyrillic letters used have orthographically-similar (but transliterally distinct) letters in Latin alphabets. Because of widespread familiarity with the Cyrillic abbreviation, Latin alphabet users in particular almost always use the orthographically-similar Latin letters C and P (as opposed to the transliteral Latin letters S and R) when rendering the USSR's native abbreviation.
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After СССР, the most common short form names for the Soviet state in Russian were Советский Союз (transliteration: Sovetskiy Soyuz) which literally means Soviet Union, and also Союз ССР (transliteration: Soyuz SSR) which, after compensating for grammatical differences, essentially translates to Union of SSR's in English.
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In the English language media, the state was referred to as the Soviet Union or the USSR. In other European languages, the locally translated short forms and abbreviations are usually used such as Union soviétique and URSS in French, or Sowjetunion and UdSSR in German. In the English-speaking world, the Soviet Union was also informally called Russia and its citizens Russians,[24] although that was technically incorrect since Russia was only one of the republics.[25] Such misapplications of the linguistic equivalents to the term Russia and its derivatives were frequent in other languages as well.
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With an area of 22,402,200 square kilometres (8,649,500 sq mi), the Soviet Union was the world's largest country, a status that is retained by the Russian Federation.[26] Covering a sixth of Earth's land surface, its size was comparable to that of North America.[27] Two other successor states, Kazakhstan and Ukraine, rank among the top 10 countries by land area, and the largest country entirely in Europe, respectively. The European portion accounted for a quarter of the country's area and was the cultural and economic center. The eastern part in Asia extended to the Pacific Ocean to the east and Afghanistan to the south, and, except some areas in Central Asia, was much less populous. It spanned over 10,000 kilometres (6,200 mi) east to west across 11 time zones, and over 7,200 kilometres (4,500 mi) north to south. It had five climate zones: tundra, taiga, steppes, desert and mountains.
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The USSR had the world's longest border, like Russia, measuring over 60,000 kilometres (37,000 mi), or 1 1⁄2 circumferences of Earth. Two-thirds of it was a coastline. Across the Bering Strait was the United States. The country bordered Afghanistan, China, Czechoslovakia, Finland, Hungary, Iran, Mongolia, North Korea, Norway, Poland, Romania, and Turkey from 1945 to 1991.
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The country's highest mountain was Communism Peak (now Ismoil Somoni Peak) in Tajikistan, at 7,495 metres (24,590 ft). The USSR also included most of the world's largest lakes; the Caspian Sea (shared with Iran), and Lake Baikal, the world's largest (by volume) and deepest freshwater lake that is also an internal body of water in Russia.
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Modern revolutionary activity in the Russian Empire began with the 1825 Decembrist revolt. Although serfdom was abolished in 1861, it was done on terms unfavorable to the peasants and served to encourage revolutionaries. A parliament—the State Duma—was established in 1906 after the Russian Revolution of 1905, but Tsar Nicholas II resisted attempts to move from absolute to a constitutional monarchy. Social unrest continued and was aggravated during World War I by military defeat and food shortages in major cities.
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A spontaneous popular uprising in Petrograd, in response to the wartime decay of Russia's economy and morale, culminated in the February Revolution and the toppling of Nicholas II and the imperial government in March 1917. The tsarist autocracy was replaced by the Russian Provisional Government, which intended to conduct elections to the Russian Constituent Assembly and to continue fighting on the side of the Entente in World War I.
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At the same time, workers' councils, known in Russian as "Soviets", sprang up across the country. The Bolsheviks, led by Vladimir Lenin, pushed for socialist revolution in the Soviets and on the streets. On 7 November 1917, the Red Guards stormed the Winter Palace in Petrograd, ending the rule of the Provisional Government and leaving all political power to the Soviets.[30] This event would later be officially known in Soviet bibliographies as the Great October Socialist Revolution. In December, the Bolsheviks signed an armistice with the Central Powers, though by February 1918, fighting had resumed. In March, the Soviets ended involvement in the war and signed the Treaty of Brest-Litovsk.
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A long and bloody Civil War ensued between the Reds and the Whites, starting in 1917 and ending in 1923 with the Reds' victory. It included foreign intervention, the execution of the former tsar and his family, and the famine of 1921, which killed about five million people.[31] In March 1921, during a related conflict with Poland, the Peace of Riga was signed, splitting disputed territories in Belarus and Ukraine between the Republic of Poland and Soviet Russia. Soviet Russia had to resolve similar conflicts with the newly established republics of Finland, Estonia, Latvia, and Lithuania.
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On 28 December 1922, a conference of plenipotentiary delegations from the Russian SFSR, the Transcaucasian SFSR, the Ukrainian SSR and the Byelorussian SSR approved the Treaty on the Creation of the USSR[32] and the Declaration of the Creation of the USSR, forming the Union of Soviet Socialist Republics.[33] These two documents were confirmed by the first Congress of Soviets of the USSR and signed by the heads of the delegations,[34] Mikhail Kalinin, Mikhail Tskhakaya, Mikhail Frunze, Grigory Petrovsky, and Alexander Chervyakov,[35] on 30 December 1922. The formal proclamation was made from the stage of the Bolshoi Theatre.
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An intensive restructuring of the economy, industry and politics of the country began in the early days of Soviet power in 1917. A large part of this was done according to the Bolshevik Initial Decrees, government documents signed by Vladimir Lenin. One of the most prominent breakthroughs was the GOELRO plan, which envisioned a major restructuring of the Soviet economy based on total electrification of the country.[36] The plan became the prototype for subsequent Five-Year Plans and was fulfilled by 1931.[37] After the economic policy of "War communism" during the Russian Civil War, as a prelude to fully developing socialism in the country, the Soviet government permitted some private enterprise to coexist alongside nationalized industry in the 1920s, and total food requisition in the countryside was replaced by a food tax.
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From its creation, the government in the Soviet Union was based on the one-party rule of the Communist Party (Bolsheviks).[38] The stated purpose was to prevent the return of capitalist exploitation, and that the principles of democratic centralism would be the most effective in representing the people's will in a practical manner. The debate over the future of the economy provided the background for a power struggle in the years after Lenin's death in 1924. Initially, Lenin was to be replaced by a "troika" consisting of Grigory Zinoviev of the Ukrainian SSR, Lev Kamenev of the Russian SFSR, and Joseph Stalin of the Transcaucasian SFSR.
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On 1 February 1924, the USSR was recognized by the United Kingdom. The same year, a Soviet Constitution was approved, legitimizing the December 1922 union. Despite the foundation of the Soviet state as a federative entity of many constituent republics, each with its own political and administrative entities, the term "Soviet Russia" – strictly applicable only to the Russian Federative Socialist Republic – was often applied to the entire country by non-Soviet writers and politicians.
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On 3 April 1922, Stalin was named the General Secretary of the Communist Party of the Soviet Union. Lenin had appointed Stalin the head of the Workers' and Peasants' Inspectorate, which gave Stalin considerable power. By gradually consolidating his influence and isolating and outmanoeuvring his rivals within the party, Stalin became the undisputed leader of the country and, by the end of the 1920s, established a totalitarian rule. In October 1927, Zinoviev and Leon Trotsky were expelled from the Central Committee and forced into exile.
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In 1928, Stalin introduced the first five-year plan for building a socialist economy. In place of the internationalism expressed by Lenin throughout the Revolution, it aimed to build Socialism in One Country. In industry, the state assumed control over all existing enterprises and undertook an intensive program of industrialization. In agriculture, rather than adhering to the "lead by example" policy advocated by Lenin,[39] forced collectivization of farms was implemented all over the country.
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Famines ensued as a result, causing deaths estimated at three to seven million; surviving kulaks were persecuted, and many were sent to Gulags to do forced labor.[40][41] Social upheaval continued in the mid-1930s. Despite the turmoil of the mid-to-late 1930s, the country developed a robust industrial economy in the years preceding World War II.
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Closer cooperation between the USSR and the West developed in the early 1930s. From 1932 to 1934, the country participated in the World Disarmament Conference. In 1933, diplomatic relations between the United States and the USSR were established when in November, the newly elected President of the United States, Franklin D. Roosevelt, chose to recognize Stalin's Communist government formally and negotiated a new trade agreement between the two countries.[42] In September 1934, the country joined the League of Nations. After the Spanish Civil War broke out in 1936, the USSR actively supported the Republican forces against the Nationalists, who were supported by Fascist Italy and Nazi Germany.[43]
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In December 1936, Stalin unveiled a new constitution that was praised by supporters around the world as the most democratic constitution imaginable, though there was some skepticism.[i] Stalin's Great Purge resulted in the detainment or execution of many "Old Bolsheviks" who had participated in the October Revolution with Lenin. According to declassified Soviet archives, the NKVD arrested more than one and a half million people in 1937 and 1938, of whom 681,692 were shot.[45] Over those two years, there were an average of over one thousand executions a day.[46][j]
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In 1939, the Soviet Union made a dramatic shift toward Nazi Germany. Almost a year after Britain and France had concluded the Munich Agreement with Germany, the Soviet Union made agreements with Germany as well, both militarily and economically during extensive talks. The two countries concluded the Molotov–Ribbentrop Pact and the German–Soviet Commercial Agreement in August 1939. The former made possible the Soviet occupation of Lithuania, Latvia, Estonia, Bessarabia, northern Bukovina, and eastern Poland. In late November, unable to coerce the Republic of Finland by diplomatic means into moving its border 25 kilometres (16 mi) back from Leningrad, Stalin ordered the invasion of Finland. In the east, the Soviet military won several decisive victories during border clashes with the Empire of Japan in 1938 and 1939. However, in April 1941, the USSR signed the Soviet–Japanese Neutrality Pact with Japan, recognizing the territorial integrity of Manchukuo, a Japanese puppet state.
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Germany broke the Molotov–Ribbentrop Pact and invaded the Soviet Union on 22 June 1941 starting what was known in the USSR as the Great Patriotic War. The Red Army stopped the seemingly invincible German Army at the Battle of Moscow, aided by an unusually harsh winter. The Battle of Stalingrad, which lasted from late 1942 to early 1943, dealt a severe blow to Germany from which they never fully recovered and became a turning point in the war. After Stalingrad, Soviet forces drove through Eastern Europe to Berlin before Germany surrendered in 1945. The German Army suffered 80% of its military deaths in the Eastern Front.[50] Harry Hopkins, a close foreign policy advisor to Franklin D. Roosevelt, spoke on 10 August 1943 of the USSR's decisive role in the war.[k]
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In the same year, the USSR, in fulfilment of its agreement with the Allies at the Yalta Conference, denounced the Soviet–Japanese Neutrality Pact in April 1945[52] and invaded Manchukuo and other Japan-controlled territories on 9 August 1945.[53] This conflict ended with a decisive Soviet victory, contributing to the unconditional surrender of Japan and the end of World War II.
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The USSR suffered greatly in the war, losing around 27 million people.[54] Approximately 2.8 million Soviet POWs died of starvation, mistreatment, or executions in just eight months of 1941–42.[55][56] During the war, the country together with the United States, the United Kingdom and China were considered the Big Four Allied powers,[57] and later became the Four Policemen that formed the basis of the United Nations Security Council.[58] It emerged as a superpower in the post-war period. Once denied diplomatic recognition by the Western world, the USSR had official relations with practically every country by the late 1940s. A member of the United Nations at its foundation in 1945, the country became one of the five permanent members of the United Nations Security Council, which gave it the right to veto any of its resolutions.
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During the immediate post-war period, the Soviet Union rebuilt and expanded its economy, while maintaining its strictly centralized control. It took effective control over most of the countries of Eastern Europe (except Yugoslavia and later Albania), turning them into satellite states. The USSR bound its satellite states in a military alliance, the Warsaw Pact, in 1955, and an economic organization, Council for Mutual Economic Assistance or Comecon, a counterpart to the European Economic Community (EEC), from 1949 to 1991.[59] The USSR concentrated on its own recovery, seizing and transferring most of Germany's industrial plants, and it exacted war reparations from East Germany, Hungary, Romania, and Bulgaria using Soviet-dominated joint enterprises. It also instituted trading arrangements deliberately designed to favor the country. Moscow controlled the Communist parties that ruled the satellite states, and they followed orders from the Kremlin.[m] Later, the Comecon supplied aid to the eventually victorious Communist Party of China, and its influence grew elsewhere in the world. Fearing its ambitions, the Soviet Union's wartime allies, the United Kingdom and the United States, became its enemies. In the ensuing Cold War, the two sides clashed indirectly in proxy wars.
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Stalin died on 5 March 1953. Without a mutually agreeable successor, the highest Communist Party officials initially opted to rule the Soviet Union jointly through a troika headed by Georgy Malenkov. This did not last, however, and Nikita Khrushchev eventually won the ensuing power struggle by the mid-1950s. In 1956, he denounced Stalin's use of repression and proceeded to ease controls over the party and society. This was known as de-Stalinization.
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Moscow considered Eastern Europe to be a critically vital buffer zone for the forward defence of its western borders, in case of another major invasion such as the German invasion of 1941. For this reason, the USSR sought to cement its control of the region by transforming the Eastern European countries into satellite states, dependent upon and subservient to its leadership. Soviet military force was used to suppress anti-Stalinist uprisings in Hungary and Poland in 1956.
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In the late 1950s, a confrontation with China regarding the Soviet rapprochement with the West, and what Mao Zedong perceived as Khrushchev's revisionism, led to the Sino–Soviet split. This resulted in a break throughout the global Marxist–Leninist movement, with the governments in Albania, Cambodia and Somalia choosing to ally with China.
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During this period of the late 1950s and early 1960s, the USSR continued to realize scientific and technological exploits in the Space Race, rivaling the United States: launching the first artificial satellite, Sputnik 1 in 1957; a living dog named Laika in 1957; the first human being, Yuri Gagarin in 1961; the first woman in space, Valentina Tereshkova in 1963; Alexei Leonov, the first person to walk in space in 1965; the first soft landing on the Moon by spacecraft Luna 9 in 1966; and the first Moon rovers, Lunokhod 1 and Lunokhod 2.[61]
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Khrushchev initiated "The Thaw", a complex shift in political, cultural and economic life in the country. This included some openness and contact with other nations and new social and economic policies with more emphasis on commodity goods, allowing a dramatic rise in living standards while maintaining high levels of economic growth. Censorship was relaxed as well. Khrushchev's reforms in agriculture and administration, however, were generally unproductive. In 1962, he precipitated a crisis with the United States over the Soviet deployment of nuclear missiles in Cuba. An agreement was made with the United States to remove nuclear missiles from both Cuba and Turkey, concluding the crisis. This event caused Khrushchev much embarrassment and loss of prestige, resulting in his removal from power in 1964.
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Following the ousting of Khrushchev, another period of collective leadership ensued, consisting of Leonid Brezhnev as General Secretary, Alexei Kosygin as Premier and Nikolai Podgorny as Chairman of the Presidium, lasting until Brezhnev established himself in the early 1970s as the preeminent Soviet leader.
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In 1968, the Soviet Union and Warsaw Pact allies invaded Czechoslovakia to halt the Prague Spring reforms. In the aftermath, Brezhnev justified the invasion along with the earlier invasions of Eastern European states by introducing the Brezhnev Doctrine, which claimed the right of the Soviet Union to violate the sovereignty of any country that attempted to replace Marxism–Leninism with capitalism.
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Brezhnev presided throughout détente with the West that resulted in treaties on armament control (SALT I, SALT II, Anti-Ballistic Missile Treaty) while at the same time building up Soviet military might.
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In October 1977, the third Soviet Constitution was unanimously adopted. The prevailing mood of the Soviet leadership at the time of Brezhnev's death in 1982 was one of aversion to change. The long period of Brezhnev's rule had come to be dubbed one of "standstill", with an ageing and ossified top political leadership. This period is also known as the Era of Stagnation, a period of adverse economic, political, and social effects in the country, which began during the rule of Brezhnev and continued under his successors Yuri Andropov and Konstantin Chernenko.
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In late 1979, the Soviet Union's military intervened in the ongoing civil war in neighboring Afghanistan, effectively ending a détente with the West.
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Two developments dominated the decade that followed: the increasingly apparent crumbling of the Soviet Union's economic and political structures, and the patchwork attempts at reforms to reverse that process. Kenneth S. Deffeyes argued in Beyond Oil that the Reagan administration encouraged Saudi Arabia to lower the price of oil to the point where the Soviets could not make a profit selling their oil, and resulted in the depletion of the country's hard currency reserves.[62]
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Brezhnev's next two successors, transitional figures with deep roots in his tradition, did not last long. Yuri Andropov was 68 years old and Konstantin Chernenko 72 when they assumed power; both died in less than two years. In an attempt to avoid a third short-lived leader, in 1985, the Soviets turned to the next generation and selected Mikhail Gorbachev. He made significant changes in the economy and party leadership, called perestroika. His policy of glasnost freed public access to information after decades of heavy government censorship. Gorbachev also moved to end the Cold War. In 1988, the USSR abandoned its war in Afghanistan and began to withdraw its forces. In the following year, Gorbachev refused to interfere in the internal affairs of the Soviet satellite states, which paved the way for the Revolutions of 1989. With the tearing down of the Berlin Wall and with East and West Germany pursuing unification, the Iron Curtain between the West and Soviet-controlled regions came down.
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At the same time, the Soviet republics started legal moves towards potentially declaring sovereignty over their territories, citing the freedom to secede in Article 72 of the USSR constitution.[63] On 7 April 1990, a law was passed allowing a republic to secede if more than two-thirds of its residents voted for it in a referendum.[64] Many held their first free elections in the Soviet era for their own national legislatures in 1990. Many of these legislatures proceeded to produce legislation contradicting the Union laws in what was known as the "War of Laws". In 1989, the Russian SFSR convened a newly elected Congress of People's Deputies. Boris Yeltsin was elected its chairman. On 12 June 1990, the Congress declared Russia's sovereignty over its territory and proceeded to pass laws that attempted to supersede some of the Soviet laws. After a landslide victory of Sąjūdis in Lithuania, that country declared its independence restored on 11 March 1990.
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A referendum for the preservation of the USSR was held on 17 March 1991 in nine republics (the remainder having boycotted the vote), with the majority of the population in those republics voting for preservation of the Union. The referendum gave Gorbachev a minor boost. In the summer of 1991, the New Union Treaty, which would have turned the country into a much looser Union, was agreed upon by eight republics. The signing of the treaty, however, was interrupted by the August Coup—an attempted coup d'état by hardline members of the government and the KGB who sought to reverse Gorbachev's reforms and reassert the central government's control over the republics. After the coup collapsed, Yeltsin was seen as a hero for his decisive actions, while Gorbachev's power was effectively ended. The balance of power tipped significantly towards the republics. In August 1991, Latvia and Estonia immediately declared the restoration of their full independence (following Lithuania's 1990 example). Gorbachev resigned as general secretary in late August, and soon afterwards, the party's activities were indefinitely suspended—effectively ending its rule. By the fall, Gorbachev could no longer influence events outside Moscow, and he was being challenged even there by Yeltsin, who had been elected President of Russia in July 1991.
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The remaining 12 republics continued discussing new, increasingly looser, models of the Union. However, by December all except Russia and Kazakhstan had formally declared independence. During this time, Yeltsin took over what remained of the Soviet government, including the Moscow Kremlin. The final blow was struck on 1 December when Ukraine, the second-most powerful republic, voted overwhelmingly for independence. Ukraine's secession ended any realistic chance of the country staying together even on a limited scale.
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On 8 December 1991, the presidents of Russia, Ukraine and Belarus (formerly Byelorussia), signed the Belavezha Accords, which declared the Soviet Union dissolved and established the Commonwealth of Independent States (CIS) in its place. While doubts remained over the authority of the accords to do this, on 21 December 1991, the representatives of all Soviet republics except Georgia signed the Alma-Ata Protocol, which confirmed the accords. On 25 December 1991, Gorbachev resigned as the President of the USSR, declaring the office extinct. He turned the powers that had been vested in the presidency over to Yeltsin. That night, the Soviet flag was lowered for the last time, and the Russian tricolor was raised in its place.
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The following day, the Supreme Soviet, the highest governmental body, voted both itself and the country out of existence. This is generally recognized as marking the official, final dissolution of the Soviet Union as a functioning state, and the end of the Cold War.[65] The Soviet Army initially remained under overall CIS command but was soon absorbed into the different military forces of the newly independent states. The few remaining Soviet institutions that had not been taken over by Russia ceased to function by the end of 1991.
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Following the dissolution, Russia was internationally recognized[66] as its legal successor on the international stage. To that end, Russia voluntarily accepted all Soviet foreign debt and claimed Soviet overseas properties as its own. Under the 1992 Lisbon Protocol, Russia also agreed to receive all nuclear weapons remaining in the territory of other former Soviet republics. Since then, the Russian Federation has assumed the Soviet Union's rights and obligations. Ukraine has refused to recognize exclusive Russian claims to succession of the USSR and claimed such status for Ukraine as well, which was codified in Articles 7 and 8 of its 1991 law On Legal Succession of Ukraine. Since its independence in 1991, Ukraine has continued to pursue claims against Russia in foreign courts, seeking to recover its share of the foreign property that was owned by the USSR.
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The dissolution was followed by a severe drop in economic and social conditions in post-Soviet states,[67][68] including a rapid increase in poverty,[69][70][71][72] crime,[73][74] corruption,[75][76] unemployment,[77] homelessness,[78][79] rates of disease,[80][81][82] demographic losses,[83] income inequality and the rise of an oligarchical class,[84][69] along with decreases in calorie intake, life expectancy, adult literacy, and income.[85] Between 1988/1989 and 1993/1995, the Gini ratio increased by an average of 9 points for all former socialist countries.[69] The economic shocks that accompanied wholesale privatization were associated with sharp increases in mortality. Data shows Russia, Kazakhstan, Latvia, Lithuania and Estonia saw a tripling of unemployment and a 42% increase in male death rates between 1991 and 1994.[86][87] In the following decades, only five or six of the post-communist states are on a path to joining the wealthy capitalist West while most are falling behind, some to such an extent that it will take over fifty years to catch up to where they were before the fall of the Soviet Bloc.[88][89]
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In summing up the international ramifications of these events, Vladislav Zubok stated: "The collapse of the Soviet empire was an event of epochal geopolitical, military, ideological, and economic significance."[90] Before the dissolution, the country had maintained its status as one of the world's two superpowers for four decades after World War II through its hegemony in Eastern Europe, military strength, economic strength, aid to developing countries, and scientific research, especially in space technology and weaponry.[91]
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The analysis of the succession of states for the 15 post-Soviet states is complex. The Russian Federation is seen as the legal continuator state and is for most purposes the heir to the Soviet Union. It retained ownership of all former Soviet embassy properties, as well as the old Soviet UN membership and permanent membership on the Security Council.
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Of the two other co-founding states of the USSR at the time of the dissolution, Ukraine was the only one that had passed similar to Russia's laws that it is a state-successor of both the Ukrainian SSR and the USSR.[92] Soviet treaties laid groundwork for Ukraine's future foreign agreements as well as they led to Ukraine agreeing to undertake 16.37% of debts of the Soviet Union for which it was going to receive its share of USSR's foreign property. Although it had a tough position at the time, due to Russia's position as a "single continuation of the USSR" that became widely accepted in the West as well as a constant pressure from the Western countries, allowed Russia to dispose state property of USSR abroad and conceal information about it. Due to that Ukraine never ratified "zero option" agreement that Russian Federation had signed with other former Soviet republics, as it denied disclosing of information about Soviet Gold Reserves and its Diamond Fund.[93][94] Dispute over former Soviet property and assets between two former republics is still ongoing:
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The conflict is unsolvable. We can continue to poke Kiev handouts in the calculation of "solve the problem", only it won't be solved. Going to a trial is also pointless: for a number of European countries this is a political issue, and they will make a decision clearly in whose favor. What to do in this situation is an open question. Search for non-trivial solutions. But we must remember that in 2014, with the filing of the then Ukrainian Prime Minister Yatsenyuk, litigation with Russia resumed in 32 countries.
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Similar situation occurred with restitution of cultural property. Although on 14 February 1992 Russia and other former Soviet republics signed agreement "On the return of cultural and historic property to the origin states" in Minsk, it was halted by Russian State Duma that had eventually passed "Federal Law on Cultural Valuables Displaced to the USSR as a Result of the Second World War and Located on the Territory of the Russian Federation" which made restitution currently impossible.[96]
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There are additionally four states that claim independence from the other internationally recognised post-Soviet states but possess limited international recognition: Abkhazia, Nagorno-Karabakh, South Ossetia and Transnistria. The Chechen separatist movement of the Chechen Republic of Ichkeria lacks any international recognition.
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During his rule, Stalin always made the final policy decisions. Otherwise, Soviet foreign policy was set by the Commission on the Foreign Policy of the Central Committee of the Communist Party of the Soviet Union, or by the party's highest body the Politburo. Operations were handled by the separate Ministry of Foreign Affairs. It was known as the People's Commissariat for Foreign Affairs (or Narkomindel), until 1946. The most influential spokesmen were Georgy Chicherin (1872–1936), Maxim Litvinov (1876–1951), Vyacheslav Molotov (1890–1986), Andrey Vyshinsky (1883–1954) and Andrei Gromyko (1909–1989). Intellectuals were based in the Moscow State Institute of International Relations.[97]
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The Communist leadership of the Soviet Union intensely debated foreign policy issues and change directions several times. Even after Stalin assumed dictatorial control in the late 1920s, there were debates, and he frequently changed positions.[106]
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During the country's early period, it was assumed that Communist revolutions would break out soon in every major industrial country, and it was the Soviet responsibility to assist them. The Comintern was the weapon of choice. A few revolutions did break out, but they were quickly suppressed (the longest lasting one was in Hungary)—the Hungarian Soviet Republic—lasted only from 21 March 1919 to 1 August 1919. The Russian Bolsheviks were in no position to give any help.
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By 1921, Lenin, Trotsky, and Stalin realized that capitalism had stabilized itself in Europe and there would not be any widespread revolutions anytime soon. It became the duty of the Russian Bolsheviks to protect what they had in Russia, and avoid military confrontations that might destroy their bridgehead. Russia was now a pariah state, along with Germany. The two came to terms in 1922 with the Treaty of Rapallo that settled long-standing grievances. At the same time, the two countries secretly set up training programs for the illegal German army and air force operations at hidden camps in the USSR.[107]
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Moscow eventually stopped threatening other states, and instead worked to open peaceful relationships in terms of trade, and diplomatic recognition. The United Kingdom dismissed the warnings of Winston Churchill and a few others about a continuing communist threat, and opened trade relations and de facto diplomatic recognition in 1922. There was hope for a settlement of the pre-war tsarist debts, but it was repeatedly postponed. Formal recognition came when the new Labour Party came to power in 1924.[108] All the other countries followed suit in opening trade relations. Henry Ford opened large-scale business relations with the Soviets in the late 1920s, hoping that it would lead to long-term peace. Finally, in 1933, the United States officially recognized the USSR, a decision backed by the public opinion and especially by US business interests that expected an opening of a new profitable market.[109]
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In the late 1920s and early 1930s, Stalin ordered Communist parties across the world to strongly oppose non-communist political parties, labor unions or other organizations on the left. Stalin reversed himself in 1934 with the Popular Front program that called on all Communist parties to join together with all anti-Fascist political, labor, and organizational forces that were opposed to fascism, especially of the Nazi variety.[110][111]
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In 1939, half a year after the Munich Agreement, the USSR attempted to form an anti-Nazi alliance with France and Britain.[112] Adolf Hitler proposed a better deal, which would give the USSR control over much of Eastern Europe through the Molotov–Ribbentrop Pact. In September, Germany invaded Poland, and the USSR also invaded later that month, resulting in the partition of Poland. In response, Britain and France declared war on Germany, marking the beginning of World War II.[113]
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There were three power hierarchies in the Soviet Union: the legislature represented by the Supreme Soviet of the Soviet Union, the government represented by the Council of Ministers, and the Communist Party of the Soviet Union (CPSU), the only legal party and the final policymaker in the country.[114]
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At the top of the Communist Party was the Central Committee, elected at Party Congresses and Conferences. In turn, the Central Committee voted for a Politburo (called the Presidium between 1952–1966), Secretariat and the General Secretary (First Secretary from 1953 to 1966), the de facto highest office in the Soviet Union.[115] Depending on the degree of power consolidation, it was either the Politburo as a collective body or the General Secretary, who always was one of the Politburo members, that effectively led the party and the country[116] (except for the period of the highly personalized authority of Stalin, exercised directly through his position in the Council of Ministers rather than the Politburo after 1941).[117] They were not controlled by the general party membership, as the key principle of the party organization was democratic centralism, demanding strict subordination to higher bodies, and elections went uncontested, endorsing the candidates proposed from above.[118]
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The Communist Party maintained its dominance over the state mainly through its control over the system of appointments. All senior government officials and most deputies of the Supreme Soviet were members of the CPSU. Of the party heads themselves, Stalin (1941–1953) and Khrushchev (1958–1964) were Premiers. Upon the forced retirement of Khrushchev, the party leader was prohibited from this kind of double membership,[119] but the later General Secretaries for at least some part of their tenure occupied the mostly ceremonial position of Chairman of the Presidium of the Supreme Soviet, the nominal head of state. The institutions at lower levels were overseen and at times supplanted by primary party organizations.[120]
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However, in practice the degree of control the party was able to exercise over the state bureaucracy, particularly after the death of Stalin, was far from total, with the bureaucracy pursuing different interests that were at times in conflict with the party.[121] Nor was the party itself monolithic from top to bottom, although factions were officially banned.[122]
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The Supreme Soviet (successor of the Congress of Soviets and Central Executive Committee) was nominally the highest state body for most of the Soviet history,[123] at first acting as a rubber stamp institution, approving and implementing all decisions made by the party. However, its powers and functions were extended in the late 1950s, 1960s and 1970s, including the creation of new state commissions and committees. It gained additional powers relating to the approval of the Five-Year Plans and the government budget.[124] The Supreme Soviet elected a Presidium to wield its power between plenary sessions,[125] ordinarily held twice a year, and appointed the Supreme Court,[126] the Procurator General[127] and the Council of Ministers (known before 1946 as the Council of People's Commissars), headed by the Chairman (Premier) and managing an enormous bureaucracy responsible for the administration of the economy and society.[125] State and party structures of the constituent republics largely emulated the structure of the central institutions, although the Russian SFSR, unlike the other constituent republics, for most of its history had no republican branch of the CPSU, being ruled directly by the union-wide party until 1990. Local authorities were organized likewise into party committees, local Soviets and executive committees. While the state system was nominally federal, the party was unitary.[128]
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The state security police (the KGB and its predecessor agencies) played an important role in Soviet politics. It was instrumental in the Great Purge,[129] but was brought under strict party control after Stalin's death. Under Yuri Andropov, the KGB engaged in the suppression of political dissent and maintained an extensive network of informers, reasserting itself as a political actor to some extent independent of the party-state structure,[130] culminating in the anti-corruption campaign targeting high-ranking party officials in the late 1970s and early 1980s.[131]
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The constitution, which was promulgated in 1918, 1924, 1936 and 1977,[132] did not limit state power. No formal separation of powers existed between the Party, Supreme Soviet and Council of Ministers[133] that represented executive and legislative branches of the government. The system was governed less by statute than by informal conventions, and no settled mechanism of leadership succession existed. Bitter and at times deadly power struggles took place in the Politburo after the deaths of Lenin[134] and Stalin,[135] as well as after Khrushchev's dismissal,[136] itself due to a decision by both the Politburo and the Central Committee.[137] All leaders of the Communist Party before Gorbachev died in office, except Georgy Malenkov[138] and Khrushchev, both dismissed from the party leadership amid internal struggle within the party.[137]
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Between 1988 and 1990, facing considerable opposition, Mikhail Gorbachev enacted reforms shifting power away from the highest bodies of the party and making the Supreme Soviet less dependent on them. The Congress of People's Deputies was established, the majority of whose members were directly elected in competitive elections held in March 1989. The Congress now elected the Supreme Soviet, which became a full-time parliament, and much stronger than before. For the first time since the 1920s, it refused to rubber stamp proposals from the party and Council of Ministers.[139] In 1990, Gorbachev introduced and assumed the position of the President of the Soviet Union, concentrated power in his executive office, independent of the party, and subordinated the government,[140] now renamed the Cabinet of Ministers of the USSR, to himself.[141]
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Tensions grew between the Union-wide authorities under Gorbachev, reformists led in Russia by Boris Yeltsin and controlling the newly elected Supreme Soviet of the Russian SFSR, and communist hardliners. On 19–21 August 1991, a group of hardliners staged a coup attempt. The coup failed, and the State Council of the Soviet Union became the highest organ of state power "in the period of transition".[142] Gorbachev resigned as General Secretary, only remaining President for the final months of the existence of the USSR.[143]
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The judiciary was not independent of the other branches of government. The Supreme Court supervised the lower courts (People's Court) and applied the law as established by the constitution or as interpreted by the Supreme Soviet. The Constitutional Oversight Committee reviewed the constitutionality of laws and acts. The Soviet Union used the inquisitorial system of Roman law, where the judge, procurator, and defence attorney collaborate to establish the truth.[144]
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Constitutionally, the USSR was a federation of constituent Union Republics, which were either unitary states, such as Ukraine or Byelorussia (SSRs), or federations, such as Russia or Transcaucasia (SFSRs),[114] all four being the founding republics who signed the Treaty on the Creation of the USSR in December 1922. In 1924, during the national delimitation in Central Asia, Uzbekistan and Turkmenistan were formed from parts of Russia's Turkestan ASSR and two Soviet dependencies, the Khorezm and Bukharan SSRs. In 1929, Tajikistan was split off from the Uzbekistan SSR. With the constitution of 1936, the Transcaucasian SFSR was dissolved, resulting in its constituent republics of Armenia, Georgia and Azerbaijan being elevated to Union Republics, while Kazakhstan and Kirghizia were split off from Russian SFSR, resulting in the same status.[145] In August 1940, Moldavia was formed from parts of Ukraine and Bessarabia and northern Bukovina. Estonia, Latvia and Lithuania (SSRs) were also admitted into the union which was not recognized by most of the international community and was considered an illegal occupation. Karelia was split off from Russia as a Union Republic in March 1940 and was reabsorbed in 1956. Between July 1956 and September 1991, there were 15 union republics (see map below).[146]
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While nominally a union of equals, in practice the Soviet Union was dominated by Russians. The domination was so absolute that for most of its existence, the country was commonly (but incorrectly) referred to as "Russia". While the RSFSR was technically only one republic within the larger union, it was by far the largest (both in terms of population and area), most powerful, most developed, and the industrial center of the Soviet Union. Historian Matthew White wrote that it was an open secret that the country's federal structure was "window dressing" for Russian dominance. For that reason, the people of the USSR were usually called "Russians", not "Soviets", since "everyone knew who really ran the show".[147]
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Under the Military Law of September 1925, the Soviet Armed Forces consisted of three components, namely the Land Forces, the Air Force, the Navy, Joint State Political Directorate (OGPU), and the Internal Troops.[148] The OGPU later became independent and in 1934 joined the NKVD, and so its internal troops were under the joint leadership of the defense and internal commissariats. After World War II, Strategic Missile Forces (1959), Air Defense Forces (1948) and National Civil Defense Forces (1970) were formed, which ranked first, third, and sixth in the official Soviet system of importance (ground forces were second, Air Force Fourth, and Navy Fifth).
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The army had the greatest political influence. In 1989, there served two million soldiers divided between 150 motorized and 52 armored divisions. Until the early 1960s, the Soviet navy was a rather small military branch, but after the Caribbean crisis, under the leadership of Sergei Gorshkov, it expanded significantly. It became known for battlecruisers and submarines. In 1989 there served 500 000 men. The Soviet Air Force focused on a fleet of strategic bombers and during war situation was to eradicate enemy infrastructure and nuclear capacity. The air force also had a number of fighters and tactical bombers to support the army in the war. Strategic missile forces had more than 1,400 intercontinental ballistic missiles (ICBMs), deployed between 28 bases and 300 command centers.
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In the post-war period, the Soviet Army was directly involved in several military operations abroad. These included the suppression of the uprising in East Germany (1953), Hungarian revolution (1956) and the invasion of Czechoslovakia (1968). The Soviet Union also participated in the war in Afghanistan between 1979 and 1989.
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In the Soviet Union, general conscription applied.
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At the end of the 1950s, with the help of engineers and technologies captured and imported from defeated Nazi Germany, the Soviets constructed the first satellite - Sputnik 1 and thus overtook the United States. This was followed by other successful satellites and experimental dogs were sent. On April 12, 1961, the first cosmonaut, Yuri Gagarin, was sent to the space. He once flew around the Earth and successfully landed in the Kazakh steppe. At that time, the first plans for space shuttles and orbital stations were drawn up in Soviet design offices, but in the end personal disputes between designers and management prevented this.
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The first big fiasco for the USSR was the landing on the moon by the Americans, when the Russians were not able to respond to the Americans in time with the same project. In the 1970s, more specific proposals for the design of the space shuttle began to emerge, but shortcomings, especially in the electronics industry (rapid overheating of electronics), postponed the program until the end of the 1980s. The first shuttle, the Buran, flew in 1988, but without a human crew. Another shuttle, Ptichka, eventually ended up under construction, as the shuttle project was canceled in 1991. For their launch into space, there is today an unused superpower rocket, Energia, which is the most powerful in the world.
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In the late 1980s, the Soviet Union managed to build the Mir orbital station. It was built on the construction of Salyut stations and its tasks were purely civilian and research. In the 1990s, when the US Skylab was shut down due to lack of funds, it was the only orbital station in operation. Gradually, other modules were added to it, including American ones. However, the technical condition of the station deteriorated rapidly, especially after the fire, so in 2001 it was decided to bring it into the atmosphere where it burned down.
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The Soviet Union adopted a command economy, whereby production and distribution of goods were centralized and directed by the government. The first Bolshevik experience with a command economy was the policy of War communism, which involved the nationalization of industry, centralized distribution of output, coercive requisition of agricultural production, and attempts to eliminate money circulation, private enterprises and free trade. After the severe economic collapse, Lenin replaced war communism by the New Economic Policy (NEP) in 1921, legalizing free trade and private ownership of small businesses. The economy quickly recovered as a result.[149]
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After a long debate among the members of Politburo about the course of economic development, by 1928–1929, upon gaining control of the country, Stalin abandoned the NEP and pushed for full central planning, starting forced collectivization of agriculture and enacting draconian labor legislation. Resources were mobilized for rapid industrialization, which significantly expanded Soviet capacity in heavy industry and capital goods during the 1930s.[149] The primary motivation for industrialization was preparation for war, mostly due to distrust of the outside capitalist world.[150] As a result, the USSR was transformed from a largely agrarian economy into a great industrial power, leading the way for its emergence as a superpower after World War II.[151] The war caused extensive devastation of the Soviet economy and infrastructure, which required massive reconstruction.[152]
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By the early 1940s, the Soviet economy had become relatively self-sufficient; for most of the period until the creation of Comecon, only a tiny share of domestic products was traded internationally.[153] After the creation of the Eastern Bloc, external trade rose rapidly. However, the influence of the world economy on the USSR was limited by fixed domestic prices and a state monopoly on foreign trade.[154] Grain and sophisticated consumer manufactures became major import articles from around the 1960s.[153] During the arms race of the Cold War, the Soviet economy was burdened by military expenditures, heavily lobbied for by a powerful bureaucracy dependent on the arms industry. At the same time, the USSR became the largest arms exporter to the Third World. Significant amounts of Soviet resources during the Cold War were allocated in aid to the other socialist states.[153]
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From the 1930s until its dissolution in late 1991, the way the Soviet economy operated remained essentially unchanged. The economy was formally directed by central planning, carried out by Gosplan and organized in five-year plans. However, in practice, the plans were highly aggregated and provisional, subject to ad hoc intervention by superiors. All critical economic decisions were taken by the political leadership. Allocated resources and plan targets were usually denominated in rubles rather than in physical goods. Credit was discouraged, but widespread. The final allocation of output was achieved through relatively decentralized, unplanned contracting. Although in theory prices were legally set from above, in practice they were often negotiated, and informal horizontal links (e.g. between producer factories) were widespread.[149]
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A number of basic services were state-funded, such as education and health care. In the manufacturing sector, heavy industry and defence were prioritized over consumer goods.[155] Consumer goods, particularly outside large cities, were often scarce, of poor quality and limited variety. Under the command economy, consumers had almost no influence on production, and the changing demands of a population with growing incomes could not be satisfied by supplies at rigidly fixed prices.[156] A massive unplanned second economy grew up at low levels alongside the planned one, providing some of the goods and services that the planners could not. The legalization of some elements of the decentralized economy was attempted with the reform of 1965.[149]
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Although statistics of the Soviet economy are notoriously unreliable and its economic growth difficult to estimate precisely,[157][158] by most accounts, the economy continued to expand until the mid-1980s. During the 1950s and 1960s, it had comparatively high growth and was catching up to the West.[159] However, after 1970, the growth, while still positive, steadily declined much more quickly and consistently than in other countries, despite a rapid increase in the capital stock (the rate of capital increase was only surpassed by Japan).[149]
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Overall, the growth rate of per capita income in the Soviet Union between 1960 and 1989 was slightly above the world average (based on 102 countries).[citation needed] According to Stanley Fischer and William Easterly, growth could have been faster. By their calculation, per capita income in 1989 should have been twice higher than it was, considering the amount of investment, education and population. The authors attribute this poor performance to the low productivity of capital.[160] Steven Rosenfielde states that the standard of living declined due to Stalin's despotism. While there was a brief improvement after his death, it lapsed into stagnation.[161]
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In 1987, Mikhail Gorbachev attempted to reform and revitalize the economy with his program of perestroika. His policies relaxed state control over enterprises but did not replace it by market incentives, resulting in a sharp decline in output. The economy, already suffering from reduced petroleum export revenues, started to collapse. Prices were still fixed, and the property was still largely state-owned until after the country's dissolution.[149][156] For most of the period after World War II until its collapse, Soviet GDP (PPP) was the second-largest in the world, and third during the second half of the 1980s,[162] although on a per-capita basis, it was behind that of First World countries.[163] Compared to countries with similar per-capita GDP in 1928, the Soviet Union experienced significant growth.[164]
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In 1990, the country had a Human Development Index of 0.920, placing it in the "high" category of human development. It was the third-highest in the Eastern Bloc, behind Czechoslovakia and East Germany, and the 25th in the world of 130 countries.[165]
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The need for fuel declined in the Soviet Union from the 1970s to the 1980s,[166] both per ruble of gross social product and per ruble of industrial product. At the start, this decline grew very rapidly but gradually slowed down between 1970 and 1975. From 1975 and 1980, it grew even slower,[clarification needed] only 2.6%.[167] David Wilson, a historian, believed that the gas industry would account for 40% of Soviet fuel production by the end of the century. His theory did not come to fruition because of the USSR's collapse.[168] The USSR, in theory, would have continued to have an economic growth rate of 2–2.5% during the 1990s because of Soviet energy fields.[clarification needed][169] However, the energy sector faced many difficulties, among them the country's high military expenditure and hostile relations with the First World.[170]
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In 1991, the Soviet Union had a pipeline network of 82,000 kilometres (51,000 mi) for crude oil and another 206,500 kilometres (128,300 mi) for natural gas.[171] Petroleum and petroleum-based products, natural gas, metals, wood, agricultural products, and a variety of manufactured goods, primarily machinery, arms and military equipment, were exported.[172] In the 1970s and 1980s, the USSR heavily relied on fossil fuel exports to earn hard currency.[153] At its peak in 1988, it was the largest producer and second-largest exporter of crude oil, surpassed only by Saudi Arabia.[173]
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The Soviet Union placed great emphasis on science and technology within its economy,[174] however, the most remarkable Soviet successes in technology, such as producing the world's first space satellite, typically were the responsibility of the military.[155] Lenin believed that the USSR would never overtake the developed world if it remained as technologically backward as it was upon its founding. Soviet authorities proved their commitment to Lenin's belief by developing massive networks, research and development organizations. In the early 1960s, the Soviets awarded 40% of chemistry PhDs to women, compared to only 5% in the United States.[175] By 1989, Soviet scientists were among the world's best-trained specialists in several areas, such as energy physics, selected areas of medicine, mathematics, welding and military technologies. Due to rigid state planning and bureaucracy, the Soviets remained far behind technologically in chemistry, biology, and computers when compared to the First World.
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Under the Reagan administration, Project Socrates determined that the Soviet Union addressed the acquisition of science and technology in a manner that was radically different from what the US was using. In the case of the US, economic prioritization was being used for indigenous research and development as the means to acquire science and technology in both the private and public sectors. In contrast, the USSR was offensively and defensively maneuvering in the acquisition and utilization of the worldwide technology, to increase the competitive advantage that they acquired from the technology while preventing the US from acquiring a competitive advantage. However, technology-based planning was executed in a centralized, government-centric manner that greatly hindered its flexibility. This was exploited by the US to undermine the strength of the Soviet Union and thus foster its reform.[176][177][178]
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Transport was a vital component of the country's economy. The economic centralization of the late 1920s and 1930s led to the development of infrastructure on a massive scale, most notably the establishment of Aeroflot, an aviation enterprise.[179] The country had a wide variety of modes of transport by land, water and air.[171] However, due to inadequate maintenance, much of the road, water and Soviet civil aviation transport were outdated and technologically backward compared to the First World.[180]
|
202 |
+
|
203 |
+
Soviet rail transport was the largest and most intensively used in the world;[180] it was also better developed than most of its Western counterparts.[181] By the late 1970s and early 1980s, Soviet economists were calling for the construction of more roads to alleviate some of the burdens from the railways and to improve the Soviet government budget.[182] The street network and automotive industry[183] remained underdeveloped,[184] and dirt roads were common outside major cities.[185] Soviet maintenance projects proved unable to take care of even the few roads the country had. By the early-to-mid-1980s, the Soviet authorities tried to solve the road problem by ordering the construction of new ones.[185] Meanwhile, the automobile industry was growing at a faster rate than road construction.[186] The underdeveloped road network led to a growing demand for public transport.[187]
|
204 |
+
|
205 |
+
Despite improvements, several aspects of the transport sector were still[when?] riddled with problems due to outdated infrastructure, lack of investment, corruption and bad decision-making. Soviet authorities were unable to meet the growing demand for transport infrastructure and services.
|
206 |
+
|
207 |
+
The Soviet merchant navy was one of the largest in the world.[171]
|
208 |
+
|
209 |
+
Excess deaths throughout World War I and the Russian Civil War (including the postwar famine) amounted to a combined total of 18 million,[188] some 10 million in the 1930s,[47] and more than 26 million in 1941–5. The postwar Soviet population was 45 to 50 million smaller than it would have been if pre-war demographic growth had continued.[54] According to Catherine Merridale, "... reasonable estimate would place the total number of excess deaths for the whole period somewhere around 60 million."[189]
|
210 |
+
|
211 |
+
The birth rate of the USSR decreased from 44.0 per thousand in 1926 to 18.0 in 1974, mainly due to increasing urbanization and the rising average age of marriages. The mortality rate demonstrated a gradual decrease as well – from 23.7 per thousand in 1926 to 8.7 in 1974. In general, the birth rates of the southern republics in Transcaucasia and Central Asia were considerably higher than those in the northern parts of the Soviet Union, and in some cases even increased in the post–World War II period, a phenomenon partly attributed to slower rates of urbanistion and traditionally earlier marriages in the southern republics.[190] Soviet Europe moved towards sub-replacement fertility, while Soviet Central Asia continued to exhibit population growth well above replacement-level fertility.[191]
|
212 |
+
|
213 |
+
The late 1960s and the 1970s witnessed a reversal of the declining trajectory of the rate of mortality in the USSR, and was especially notable among men of working age, but was also prevalent in Russia and other predominantly Slavic areas of the country.[192] An analysis of the official data from the late 1980s showed that after worsening in the late-1970s and the early 1980s, adult mortality began to improve again.[193] The infant mortality rate increased from 24.7 in 1970 to 27.9 in 1974. Some researchers regarded the rise as mostly real, a consequence of worsening health conditions and services.[194] The rises in both adult and infant mortality were not explained or defended by Soviet officials, and the Soviet government stopped publishing all mortality statistics for ten years. Soviet demographers and health specialists remained silent about the mortality increases until the late-1980s, when the publication of mortality data resumed, and researchers could delve into the real causes.[195]
|
214 |
+
|
215 |
+
Under Lenin, the state made explicit commitments to promote the equality of men and women. Many early Russian feminists and ordinary Russian working women actively participated in the Revolution, and many more were affected by the events of that period and the new policies. Beginning in October 1918, the Lenin's government liberalized divorce and abortion laws, decriminalized homosexuality (re-criminalized in the 1930s), permitted cohabitation, and ushered in a host of reforms.[196] However, without birth control, the new system produced many broken marriages, as well as countless out-of-wedlock children.[197] The epidemic of divorces and extramarital affairs created social hardships when Soviet leaders wanted people to concentrate their efforts on growing the economy. Giving women control over their fertility also led to a precipitous decline in the birth rate, perceived as a threat to their country's military power. By 1936, Stalin reversed most of the liberal laws, ushering in a pronatalist era that lasted for decades.[198]
|
216 |
+
|
217 |
+
By 1917, Russia became the first great power to grant women the right to vote.[199] After heavy casualties in World War I and II, women outnumbered men in Russia by a 4:3 ratio.[200] This contributed to the larger role women played in Russian society compared to other great powers at the time.
|
218 |
+
|
219 |
+
Anatoly Lunacharsky became the first People's Commissar for Education of Soviet Russia. In the beginning, the Soviet authorities placed great emphasis on the elimination of illiteracy. All left-handed kids were forced to write with their right hand in the Soviet school system.[201][202][203][204] Literate people were automatically hired as teachers.[citation needed] For a short period, quality was sacrificed for quantity. By 1940, Stalin could announce that illiteracy had been eliminated. Throughout the 1930s, social mobility rose sharply, which has been attributed to reforms in education.[205] In the aftermath of World War II, the country's educational system expanded dramatically, which had a tremendous effect. In the 1960s, nearly all children had access to education, the only exception being those living in remote areas. Nikita Khrushchev tried to make education more accessible, making it clear to children that education was closely linked to the needs of society. Education also became important in giving rise to the New Man.[206] Citizens directly entering the workforce had the constitutional right to a job and to free vocational training.
|
220 |
+
|
221 |
+
The education system was highly centralized and universally accessible to all citizens, with affirmative action for applicants from nations associated with cultural backwardness. However, as part of the general antisemitic policy, an unofficial Jewish quota was applied[when?] in the leading institutions of higher education by subjecting Jewish applicants to harsher entrance examinations.[207][208][209][210] The Brezhnev era also introduced a rule that required all university applicants to present a reference from the local Komsomol party secretary.[211] According to statistics from 1986, the number of higher education students per the population of 10,000 was 181 for the USSR, compared to 517 for the US.[212]
|
222 |
+
|
223 |
+
The Soviet Union was an ethnically diverse country, with more than 100 distinct ethnic groups. The total population was estimated at 293 million in 1991. According to a 1990 estimate, the majority were Russians (50.78%), followed by Ukrainians (15.45%) and Uzbeks (5.84%).[213]
|
224 |
+
|
225 |
+
All citizens of the USSR had their own ethnic affiliation. The ethnicity of a person was chosen at the age of sixteen[214] by the child's parents. If the parents did not agree, the child was automatically assigned the ethnicity of the father. Partly due to Soviet policies, some of the smaller minority ethnic groups were considered part of larger ones, such as the Mingrelians of Georgia, who were classified with the linguistically related Georgians.[215] Some ethnic groups voluntarily assimilated, while others were brought in by force. Russians, Belarusians, and Ukrainians shared close cultural ties, while other groups did not. With multiple nationalities living in the same territory, ethnic antagonisms developed over the years.[216][neutrality is disputed]
|
226 |
+
|
227 |
+
Members of various ethnicities participated in legislative bodies. Organs of power like the Politburo, the Secretariat of the Central Committee etc., were formally ethnically neutral, but in reality, ethnic Russians were overrepresented, although there were also non-Russian leaders in the Soviet leadership, such as Joseph Stalin, Grigory Zinoviev, Nikolai Podgorny or Andrei Gromyko. During the Soviet era, a significant number of ethnic Russians and Ukrainians migrated to other Soviet republics, and many of them settled there. According to the last census in 1989, the Russian "diaspora" in the Soviet republics had reached 25 million.[217]
|
228 |
+
|
229 |
+
Ethnographic map of the Soviet Union, 1941
|
230 |
+
|
231 |
+
Number and share of Ukrainians in the population of the regions of the RSFSR (1926 census)
|
232 |
+
|
233 |
+
Number and share of Ukrainians in the population of the regions of the RSFSR (1979 census)
|
234 |
+
|
235 |
+
In 1917, before the revolution, health conditions were significantly behind those of developed countries. As Lenin later noted, "Either the lice will defeat socialism, or socialism will defeat the lice".[218] The Soviet principle of health care was conceived by the People's Commissariat for Health in 1918. Health care was to be controlled by the state and would be provided to its citizens free of charge, a revolutionary concept at the time. Article 42 of the 1977 Soviet Constitution gave all citizens the right to health protection and free access to any health institutions in the USSR. Before Leonid Brezhnev became General Secretary, the Soviet healthcare system was held in high esteem by many foreign specialists. This changed, however, from Brezhnev's accession and Mikhail Gorbachev's tenure as leader, during which the health care system was heavily criticized for many basic faults, such as the quality of service and the unevenness in its provision.[219] Minister of Health Yevgeniy Chazov, during the 19th Congress of the Communist Party of the Soviet Union, while highlighting such successes as having the most doctors and hospitals in the world, recognized the system's areas for improvement and felt that billions of Soviet rubles were squandered.[220]
|
236 |
+
|
237 |
+
After the revolution, life expectancy for all age groups went up. This statistic in itself was seen by some that the socialist system was superior to the capitalist system. These improvements continued into the 1960s when statistics indicated that the life expectancy briefly surpassed that of the United States. Life expectancy started to decline in the 1970s, possibly because of alcohol abuse. At the same time, infant mortality began to rise. After 1974, the government stopped publishing statistics on the matter. This trend can be partly explained by the number of pregnancies rising drastically in the Asian part of the country where infant mortality was the highest while declining markedly in the more developed European part of the Soviet Union.[221]
|
238 |
+
|
239 |
+
Under Lenin, the government gave small language groups their own writing systems.[222] The development of these writing systems was highly successful, even though some flaws were detected. During the later days of the USSR, countries with the same multilingual situation implemented similar policies. A serious problem when creating these writing systems was that the languages differed dialectally greatly from each other.[223] When a language had been given a writing system and appeared in a notable publication, it would attain "official language" status. There were many minority languages which never received their own writing system; therefore, their speakers were forced to have a second language.[224] There are examples where the government retreated from this policy, most notably under Stalin where education was discontinued in languages that were not widespread. These languages were then assimilated into another language, mostly Russian.[225] During World War II, some minority languages were banned, and their speakers accused of collaborating with the enemy.[226]
|
240 |
+
|
241 |
+
As the most widely spoken of the Soviet Union's many languages, Russian de facto functioned as an official language, as the "language of interethnic communication" (Russian: язык межнационального общения), but only assumed the de jure status as the official national language in 1990.[227]
|
242 |
+
|
243 |
+
Christianity and Islam had the highest number of adherents among the religious citizens.[228] Eastern Christianity predominated among Christians, with Russia's traditional Russian Orthodox Church being the largest Christian denomination. About 90% of the Soviet Union's Muslims were Sunnis, with Shias being concentrated in the Azerbaijan SSR.[228] Smaller groups included Roman Catholics, Jews, Buddhists, and a variety of Protestant denominations (especially Baptists and Lutherans).[228]
|
244 |
+
|
245 |
+
Religious influence had been strong in the Russian Empire. The Russian Orthodox Church enjoyed a privileged status as the church of the monarchy and took part in carrying out official state functions.[229] The immediate period following the establishment of the Soviet state included a struggle against the Orthodox Church, which the revolutionaries considered an ally of the former ruling classes.[230]
|
246 |
+
|
247 |
+
In Soviet law, the "freedom to hold religious services" was constitutionally guaranteed, although the ruling Communist Party regarded religion as incompatible with the Marxist spirit of scientific materialism.[230] In practice, the Soviet system subscribed to a narrow interpretation of this right, and in fact utilized a range of official measures to discourage religion and curb the activities of religious groups.[230]
|
248 |
+
|
249 |
+
The 1918 Council of People's Commissars decree establishing the Russian SFSR as a secular state also decreed that "the teaching of religion in all [places] where subjects of general instruction are taught, is forbidden. Citizens may teach and may be taught religion privately."[231] Among further restrictions, those adopted in 1929 included express prohibitions on a range of church activities, including meetings for organized Bible study.[230] Both Christian and non-Christian establishments were shut down by the thousands in the 1920s and 1930s. By 1940, as many as 90% of the churches, synagogues, and mosques that had been operating in 1917 were closed.[232]
|
250 |
+
|
251 |
+
Under the doctrine of state atheism, there was a "government-sponsored program of forced conversion to atheism" conducted by the Communists.[233][234][235] The regime targeted religions based on state interests, and while most organized religions were never outlawed, religious property was confiscated, believers were harassed, and religion was ridiculed while atheism was propagated in schools.[236] In 1925, the government founded the League of Militant Atheists to intensify the propaganda campaign.[237] Accordingly, although personal expressions of religious faith were not explicitly banned, a strong sense of social stigma was imposed on them by the formal structures and mass media, and it was generally considered unacceptable for members of certain professions (teachers, state bureaucrats, soldiers) to be openly religious. As for the Russian Orthodox Church, Soviet authorities sought to control it and, in times of national crisis, to exploit it for the regime's own purposes; but their ultimate goal was to eliminate it. During the first five years of Soviet power, the Bolsheviks executed 28 Russian Orthodox bishops and over 1,200 Russian Orthodox priests. Many others were imprisoned or exiled. Believers were harassed and persecuted. Most seminaries were closed, and the publication of most religious material was prohibited. By 1941, only 500 churches remained open out of about 54,000 in existence before World War I.
|
252 |
+
|
253 |
+
Convinced that religious anti-Sovietism had become a thing of the past, and with the looming threat of war, the Stalin regime began shifting to a more moderate religion policy in the late 1930s.[238] Soviet religious establishments overwhelmingly rallied to support the war effort during World War II. Amid other accommodations to religious faith after the German invasion, churches were reopened. Radio Moscow began broadcasting a religious hour, and a historic meeting between Stalin and Orthodox Church leader Patriarch Sergius of Moscow was held in 1943. Stalin had the support of the majority of the religious people in the USSR even through the late 1980s.[238] The general tendency of this period was an increase in religious activity among believers of all faiths.[239]
|
254 |
+
|
255 |
+
Under Nikita Khrushchev, the state leadership clashed with the churches in 1958–1964, a period when atheism was emphasized in the educational curriculum, and numerous state publications promoted atheistic views.[238] During this period, the number of churches fell from 20,000 to 10,000 from 1959 to 1965, and the number of synagogues dropped from 500 to 97.[240] The number of working mosques also declined, falling from 1,500 to 500 within a decade.[240]
|
256 |
+
|
257 |
+
Religious institutions remained monitored by the Soviet government, but churches, synagogues, temples, and mosques were all given more leeway in the Brezhnev era.[241] Official relations between the Orthodox Church and the government again warmed to the point that the Brezhnev government twice honored Orthodox Patriarch Alexy I with the Order of the Red Banner of Labour.[242] A poll conducted by Soviet authorities in 1982 recorded 20% of the Soviet population as "active religious believers."[243]
|
258 |
+
|
259 |
+
The culture of the Soviet Union passed through several stages during the USSR's existence. During the first decade following the revolution, there was relative freedom and artists experimented with several different styles to find a distinctive Soviet style of art. Lenin wanted art to be accessible to the Russian people. On the other hand, hundreds of intellectuals, writers, and artists were exiled or executed, and their work banned, such as Nikolay Gumilyov who was shot for alleged conspiring against the Bolshevik regime, and Yevgeny Zamyatin.[244]
|
260 |
+
|
261 |
+
The government encouraged a variety of trends. In art and literature, numerous schools, some traditional and others radically experimental, proliferated. Communist writers Maxim Gorky and Vladimir Mayakovsky were active during this time. As a means of influencing a largely illiterate society, films received encouragement from the state, and much of director Sergei Eisenstein's best work dates from this period.
|
262 |
+
|
263 |
+
During Stalin's rule, the Soviet culture was characterized by the rise and domination of the government-imposed style of socialist realism, with all other trends being severely repressed, with rare exceptions, such as Mikhail Bulgakov's works. Many writers were imprisoned and killed.[245]
|
264 |
+
|
265 |
+
Following the Khrushchev Thaw, censorship was diminished. During this time, a distinctive period of Soviet culture developed, characterized by conformist public life and an intense focus on personal life. Greater experimentation in art forms was again permissible, resulting in the production of more sophisticated and subtly critical work. The regime loosened its emphasis on socialist realism; thus, for instance, many protagonists of the novels of author Yury Trifonov concerned themselves with problems of daily life rather than with building socialism. Underground dissident literature, known as samizdat, developed during this late period. In architecture, the Khrushchev era mostly focused on functional design as opposed to the highly decorated style of Stalin's epoch.
|
266 |
+
|
267 |
+
In the second half of the 1980s, Gorbachev's policies of perestroika and glasnost significantly expanded freedom of expression throughout the country in the media and the press.[246]
|
268 |
+
|
269 |
+
Founded on 20 July 1924 in Moscow, Sovetsky Sport was the first sports newspaper of the Soviet Union.
|
270 |
+
|
271 |
+
The Soviet Olympic Committee formed on 21 April 1951, and the IOC recognized the new body in its 45th session. In the same year, when the Soviet representative Konstantin Andrianov became an IOC member, the USSR officially joined the Olympic Movement. The 1952 Summer Olympics in Helsinki thus became first Olympic Games for Soviet athletes.
|
272 |
+
|
273 |
+
The Soviet Union national ice hockey team won nearly every world championship and Olympic tournament between 1954 and 1991 and never failed to medal in any International Ice Hockey Federation (IIHF) tournament in which they competed.
|
274 |
+
|
275 |
+
The advent[when?] of the state-sponsored "full-time amateur athlete" of the Eastern Bloc countries further eroded the ideology of the pure amateur, as it put the self-financed amateurs of the Western countries at a disadvantage. The Soviet Union entered teams of athletes who were all nominally students, soldiers, or working in a profession – in reality, the state paid many of these competitors to train on a full-time basis.[247] Nevertheless, the IOC held to the traditional rules regarding amateurism.[248]
|
276 |
+
|
277 |
+
A 1989 report by a committee of the Australian Senate claimed that "there is hardly a medal winner at the Moscow Games, certainly not a gold medal winner...who is not on one sort of drug or another: usually several kinds. The Moscow Games might well have been called the Chemists' Games".[249]
|
278 |
+
|
279 |
+
A member of the IOC Medical Commission, Manfred Donike, privately ran additional tests with a new technique for identifying abnormal levels of testosterone by measuring its ratio to epitestosterone in urine. Twenty percent of the specimens he tested, including those from sixteen gold medalists, would have resulted in disciplinary proceedings had the tests been official. The results of Donike's unofficial tests later convinced the IOC to add his new technique to their testing protocols.[250] The first documented case of "blood doping" occurred at the 1980 Summer Olympics when a runner[who?] was transfused with two pints of blood before winning medals in the 5000 m and 10,000 m.[251]
|
280 |
+
|
281 |
+
Documentation obtained in 2016 revealed the Soviet Union's plans for a statewide doping system in track and field in preparation for the 1984 Summer Olympics in Los Angeles. Dated before the decision to boycott the 1984 Games, the document detailed the existing steroids operations of the program, along with suggestions for further enhancements. Dr. Sergei Portugalov of the Institute for Physical Culture prepared the communication, directed to the Soviet Union's head of track and field. Portugalov later became one of the leading figures involved in the implementation of Russian doping before the 2016 Summer Olympics.[252]
|
282 |
+
|
283 |
+
Official Soviet environmental policy has always attached great importance to actions in which human beings actively improve nature. Lenin's quote "Communism is Soviet power and electrification of the country!" in many respects it summarizes the focus on modernization and industrial development. During the first five-year plan in 1928, Stalin proceeded to industrialize the country at all costs. Values such as environmental and nature protection have been completely ignored in the struggle to create a modern industrial society. After Stalin's death, they focused more on environmental issues, but the basic perception of the value of environmental protection remained the same.[253]
|
284 |
+
|
285 |
+
The Soviet media has always focused on the vast expanse of land and the virtually indestructible natural resources. This made it feel that contamination and looting of nature were not a problem. The Soviet state also firmly believed that scientific and technological progress would solve all the problems. Official ideology said that under socialism environmental problems could easily be overcome, unlike capitalist countries, where they seemingly could not be solved. The Soviet authorities had an almost unwavering belief that man could transcend nature. However, when the authorities had to admit that there were environmental problems in the USSR in the 1980s, they explained the problems in such a way that socialism had not yet been fully developed; pollution in socialist society was only a temporary anomaly that would have been resolved if socialism had developed.[citation needed]
|
286 |
+
|
287 |
+
The Chernobyl disaster in 1986 was the first major accident at a civilian nuclear power plant, unparalleled in the world, when a large number of radioactive isotopes were released into the atmosphere. Radioactive doses have scattered relatively far. The main health problem after the accident was 4,000 new cases of thyroid cancer, but this led to a relatively low number of deaths (WHO data, 2005). However, the long-term effects of the accident are unknown. Another major accident is the Kyshtym disaster.[254]
|
288 |
+
|
289 |
+
After the fall of the USSR, it was discovered that the environmental problems were greater than what the Soviet authorities admitted. The Kola Peninsula was one of the places with clear problems. Around the industrial cities of Monchegorsk and Norilsk, where nickel, for example, is mined, all forests have been killed by contamination, while the northern and other parts of Russia have been affected by emissions. During the 1990s, people in the West were also interested in the radioactive hazards of nuclear facilities, decommissioned nuclear submarines, and the processing of nuclear waste or spent nuclear fuel. It was also known in the early 1990s that the USSR had transported radioactive material to the Barents Sea and Kara Sea, which was later confirmed by the Russian parliament. The crash of the K-141 Kursk submarine in 2000 in the west further raised concerns.[255] In the past, there were accidents involving submarines K-19, K-8 or K-129.[citation needed]
|
290 |
+
|
291 |
+
1918–1924 Turkestan3
|
292 |
+
1918–1941 Volga German4
|
293 |
+
1919–1990 Bashkir
|
294 |
+
1920–1925 Kirghiz2
|
295 |
+
1920–1990 Tatar
|
296 |
+
1921–1990 Adjar
|
297 |
+
1921–1945 Crimean
|
298 |
+
1921–1991 Dagestan
|
299 |
+
1921–1924 Mountain
|
300 |
+
|
301 |
+
1921–1990 Nakhchivan
|
302 |
+
1922–1991 Yakut
|
303 |
+
1923–1990 Buryat1
|
304 |
+
1923–1940 Karelian
|
305 |
+
1924–1940 Moldavian
|
306 |
+
1924–1929 Tajik
|
307 |
+
1925–1992 Chuvash
|
308 |
+
1925–1936 Kazak2
|
309 |
+
1926–1936 Kirghiz
|
310 |
+
|
311 |
+
1931–1991 Abkhaz
|
312 |
+
1932–1992 Karakalpak
|
313 |
+
1934–1990 Mordovian
|
314 |
+
1934–1990 Udmurt
|
315 |
+
1935–1943 Kalmyk
|
316 |
+
1936–1944 Checheno-Ingush
|
317 |
+
1936–1944 Kabardino-Balkar
|
318 |
+
1936–1990 Komi
|
319 |
+
1936–1990 Mari
|
320 |
+
|
321 |
+
1936–1990 North Ossetian
|
322 |
+
1944–1957 Kabardin
|
323 |
+
1956–1991 Karelian
|
324 |
+
1957–1990 Checheno-Ingush
|
325 |
+
1957–1991 Kabardino-Balkar
|
326 |
+
1958–1990 Kalmyk
|
327 |
+
1961–1992 Tuva
|
328 |
+
1990–1991 Gorno-Altai
|
329 |
+
1991–1992 Crimean
|
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Martin Luther, O.S.A. (/ˈluːθər/;[1] German: [ˈmaʁtiːn ˈlʊtɐ]; 10 November 1483[2] – 18 February 1546) was a German professor of theology, composer, priest, Augustinian monk,[3] and a seminal figure in the Protestant Reformation. Luther was ordained to the priesthood in 1507. He came to reject several teachings and practices of the Roman Catholic Church; in particular, he disputed the view on indulgences. Luther proposed an academic discussion of the practice and efficacy of indulgences in his Ninety-five Theses of 1517. His refusal to renounce all of his writings at the demand of Pope Leo X in 1520 and the Holy Roman Emperor Charles V at the Diet of Worms in 1521 resulted in his excommunication by the pope and condemnation as an outlaw by the Holy Roman Emperor.
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Luther taught that salvation and, consequently, eternal life are not earned by good deeds but are received only as the free gift of God's grace through the believer's faith in Jesus Christ as redeemer from sin. His theology challenged the authority and office of the Pope by teaching that the Bible is the only source of divinely revealed knowledge,[4] and opposed sacerdotalism by considering all baptized Christians to be a holy priesthood.[5] Those who identify with these, and all of Luther's wider teachings, are called Lutherans, though Luther insisted on Christian or Evangelical (German: evangelisch) as the only acceptable names for individuals who professed Christ.
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His translation of the Bible into the German vernacular (instead of Latin) made it more accessible to the laity, an event that had a tremendous impact on both the church and German culture. It fostered the development of a standard version of the German language, added several principles to the art of translation,[6] and influenced the writing of an English translation, the Tyndale Bible.[7] His hymns influenced the development of singing in Protestant churches.[8] His marriage to Katharina von Bora, a former nun, set a model for the practice of clerical marriage, allowing Protestant clergy to marry.[9]
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In two of his later works, Luther expressed antagonistic, violent views towards Jews, and called for the burnings of their synagogues and their deaths.[10] His rhetoric was not directed at Jews alone, but also towards Roman Catholics, Anabaptists, and nontrinitarian Christians.[11] Luther died in 1546 with Pope Leo X's excommunication still effective.
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Martin Luther was born to Hans Luder (or Ludher, later Luther)[12] and his wife Margarethe (née Lindemann) on 10 November 1483 in Eisleben, County of Mansfeld in the Holy Roman Empire. Luther was baptized the next morning on the feast day of St. Martin of Tours. His family moved to Mansfeld in 1484, where his father was a leaseholder of copper mines and smelters[13] and served as one of four citizen representatives on the local council; in 1492 he was elected as a town councilor.[14][12] The religious scholar Martin Marty describes Luther's mother as a hard-working woman of "trading-class stock and middling means" and notes that Luther's enemies later wrongly described her as a whore and bath attendant.[12]
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He had several brothers and sisters, and is known to have been close to one of them, Jacob.[15]
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Hans Luther was ambitious for himself and his family, and he was determined to see Martin, his eldest son, become a lawyer. He sent Martin to Latin schools in Mansfeld, then Magdeburg in 1497, where he attended a school operated by a lay group called the Brethren of the Common Life, and Eisenach in 1498.[16] The three schools focused on the so-called "trivium": grammar, rhetoric, and logic. Luther later compared his education there to purgatory and hell.[17]
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In 1501, at the age of 17, he entered the University of Erfurt, which he later described as a beerhouse and whorehouse.[18] He was made to wake at four every morning for what has been described as "a day of rote learning and often wearying spiritual exercises."[18] He received his master's degree in 1505.[19]
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In accordance with his father's wishes, he enrolled in law but dropped out almost immediately, believing that law represented uncertainty.[19] Luther sought assurances about life and was drawn to theology and philosophy, expressing particular interest in Aristotle, William of Ockham, and Gabriel Biel.[19] He was deeply influenced by two tutors, Bartholomaeus Arnoldi von Usingen and Jodocus Trutfetter, who taught him to be suspicious of even the greatest thinkers[19] and to test everything himself by experience.[20]
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Philosophy proved to be unsatisfying, offering assurance about the use of reason but none about loving God, which to Luther was more important. Reason could not lead men to God, he felt, and he thereafter developed a love-hate relationship with Aristotle over the latter's emphasis on reason.[20] For Luther, reason could be used to question men and institutions, but not God. Human beings could learn about God only through divine revelation, he believed, and Scripture therefore became increasingly important to him.[20]
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On 2 July 1505, while returning to university on horseback after a trip home, a lightning bolt struck near Luther during a thunderstorm. Later telling his father he was terrified of death and divine judgment, he cried out, "Help! Saint Anna, I will become a monk!"[21][22] He came to view his cry for help as a vow he could never break. He left university, sold his books, and entered St. Augustine's Monastery in Erfurt on 17 July 1505.[23] One friend blamed the decision on Luther's sadness over the deaths of two friends. Luther himself seemed saddened by the move. Those who attended a farewell supper walked him to the door of the Black Cloister. "This day you see me, and then, not ever again," he said.[20] His father was furious over what he saw as a waste of Luther's education.[24]
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Luther dedicated himself to the Augustinian order, devoting himself to fasting, long hours in prayer, pilgrimage, and frequent confession.[25] Luther described this period of his life as one of deep spiritual despair. He said, "I lost touch with Christ the Savior and Comforter, and made of him the jailer and hangman of my poor soul."[26] Johann von Staupitz, his superior, pointed Luther's mind away from continual reflection upon his sins toward the merits of Christ. He taught that true repentance does not involve self-inflicted penances and punishments but rather a change of heart.[27]
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On 3 April 1507, Jerome Schultz (lat. Hieronymus Scultetus), the Bishop of Brandenburg, ordained Luther in Erfurt Cathedral. In 1508, von Staupitz, first dean of the newly founded University of Wittenberg, sent for Luther, to teach theology.[27][28] He received a bachelor's degree in Biblical studies on 9 March 1508, and another bachelor's degree in the Sentences by Peter Lombard in 1509.[29]
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On 19 October 1512, he was awarded his Doctor of Theology and, on 21 October 1512, was received into the senate of the theological faculty of the University of Wittenberg,[30] having succeeded Staupitz as chair of theology.[31] He spent the rest of his career in this position at the University of Wittenberg.
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He was made provincial vicar of Saxony and Thuringia by his religious order in 1515. This meant he was to visit and oversee each of eleven monasteries in his province.[32]
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In 1516, Johann Tetzel, a Dominican friar and papal commissioner for indulgences, was sent to Germany by the Roman Catholic Church to sell indulgences to raise money in order to rebuild St. Peter's Basilica in Rome.[33] Tetzel's experiences as a preacher of indulgences, especially between 1503 and 1510, led to his appointment as general commissioner by Albrecht von Brandenburg, Archbishop of Mainz, who, deeply in debt to pay for a large accumulation of benefices, had to contribute a considerable sum toward the rebuilding of St. Peter's Basilica in Rome. Albrecht obtained permission from Pope Leo X to conduct the sale of a special plenary indulgence (i.e., remission of the temporal punishment of sin), half of the proceeds of which Albrecht was to claim to pay the fees of his benefices.
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On 31 October 1517, Luther wrote to his bishop, Albrecht von Brandenburg, protesting against the sale of indulgences. He enclosed in his letter a copy of his "Disputation of Martin Luther on the Power and Efficacy of Indulgences", which came to be known as the Ninety-five Theses. Hans Hillerbrand writes that Luther had no intention of confronting the church, but saw his disputation as a scholarly objection to church practices, and the tone of the writing is accordingly "searching, rather than doctrinaire."[34] Hillerbrand writes that there is nevertheless an undercurrent of challenge in several of the theses, particularly in Thesis 86, which asks: "Why does the pope, whose wealth today is greater than the wealth of the richest Crassus, build the basilica of St. Peter with the money of poor believers rather than with his own money?"[34]
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Luther objected to a saying attributed to Johann Tetzel that "As soon as the coin in the coffer rings, the soul from purgatory (also attested as 'into heaven') springs."[35] He insisted that, since forgiveness was God's alone to grant, those who claimed that indulgences absolved buyers from all punishments and granted them salvation were in error. Christians, he said, must not slacken in following Christ on account of such false assurances.
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According to one account, Luther nailed his Ninety-five Theses to the door of All Saints' Church in Wittenberg on 31 October 1517. Scholars Walter Krämer, Götz Trenkler, Gerhard Ritter, and Gerhard Prause contend that the story of the posting on the door, even though it has settled as one of the pillars of history, has little foundation in truth.[36][37][38][39] The story is based on comments made by Luther's collaborator Philipp Melanchthon, though it is thought that he was not in Wittenberg at the time.[40]
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The Latin Theses were printed in several locations in Germany in 1517. In January 1518 friends of Luther translated the Ninety-five Theses from Latin into German.[41] Within two weeks, copies of the theses had spread throughout Germany; within two months, they had spread throughout Europe.
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Luther's writings circulated widely, reaching France, England, and Italy as early as 1519. Students thronged to Wittenberg to hear Luther speak. He published a short commentary on Galatians and his Work on the Psalms. This early part of Luther's career was one of his most creative and productive.[42] Three of his best-known works were published in 1520: To the Christian Nobility of the German Nation, On the Babylonian Captivity of the Church, and On the Freedom of a Christian.
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From 1510 to 1520, Luther lectured on the Psalms, and on the books of Hebrews, Romans, and Galatians. As he studied these portions of the Bible, he came to view the use of terms such as penance and righteousness by the Catholic Church in new ways. He became convinced that the church was corrupt in its ways and had lost sight of what he saw as several of the central truths of Christianity. The most important for Luther was the doctrine of justification—God's act of declaring a sinner righteous—by faith alone through God's grace. He began to teach that salvation or redemption is a gift of God's grace, attainable only through faith in Jesus as the Messiah.[43] "This one and firm rock, which we call the doctrine of justification", he wrote, "is the chief article of the whole Christian doctrine, which comprehends the understanding of all godliness."[44]
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Luther came to understand justification as entirely the work of God. This teaching by Luther was clearly expressed in his 1525 publication On the Bondage of the Will, which was written in response to On Free Will by Desiderius Erasmus (1524). Luther based his position on predestination on St. Paul's epistle to the Ephesians 2:8–10. Against the teaching of his day that the righteous acts of believers are performed in cooperation with God, Luther wrote that Christians receive such righteousness entirely from outside themselves; that righteousness not only comes from Christ but actually is the righteousness of Christ, imputed to Christians (rather than infused into them) through faith.[45]
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"That is why faith alone makes someone just and fulfills the law," he wrote. "Faith is that which brings the Holy Spirit through the merits of Christ."[46] Faith, for Luther, was a gift from God; the experience of being justified by faith was "as though I had been born again." His entry into Paradise, no less, was a discovery about "the righteousness of God"—a discovery that "the just person" of whom the Bible speaks (as in Romans 1:17) lives by faith.[47] He explained his concept of "justification" in the Smalcald Articles:
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The first and chief article is this: Jesus Christ, our God and Lord, died for our sins and was raised again for our justification (Romans 3:24–25). He alone is the Lamb of God who takes away the sins of the world (John 1:29), and God has laid on Him the iniquity of us all (Isaiah 53:6). All have sinned and are justified freely, without their own works and merits, by His grace, through the redemption that is in Christ Jesus, in His blood (Romans 3:23–25). This is necessary to believe. This cannot be otherwise acquired or grasped by any work, law or merit. Therefore, it is clear and certain that this faith alone justifies us ... Nothing of this article can be yielded or surrendered, even though heaven and earth and everything else falls (Mark 13:31).[48]
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Luther's rediscovery of "Christ and His salvation" was the first of two points that became the foundation for the Reformation. His railing against the sale of indulgences was based on it.[49]
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Archbishop Albrecht of Mainz and Magdeburg did not reply to Luther's letter containing the Ninety-five Theses. He had the theses checked for heresy and in December 1517 forwarded them to Rome.[50] He needed the revenue from the indulgences to pay off a papal dispensation for his tenure of more than one bishopric. As Luther later noted, "the pope had a finger in the pie as well, because one half was to go to the building of St Peter's Church in Rome".[51]
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Pope Leo X was used to reformers and heretics,[52] and he responded slowly, "with great care as is proper."[53] Over the next three years he deployed a series of papal theologians and envoys against Luther, which served only to harden the reformer's anti-papal theology. First, the Dominican theologian Sylvester Mazzolini drafted a heresy case against Luther, whom Leo then summoned to Rome. The Elector Frederick persuaded the pope to have Luther examined at Augsburg, where the Imperial Diet was held.[54]
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There, over a three-day period in October 1518, Luther defended himself under questioning by papal legate Cardinal Cajetan. The Pope's right to issue indulgences was at the centre of the dispute between the two men.[55][56] The hearings degenerated into a shouting match. More than writing his theses, Luther's confrontation with the church cast him as an enemy of the pope.[57] Cajetan's original instructions had been to arrest Luther if he failed to recant, but the legate desisted from doing so.[58] With help from the Carmelite monk Christoph Langenmantel, Luther slipped out of the city at night, unbeknownst to Cajetan.[59]
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In January 1519, at Altenburg in Saxony, the papal nuncio Karl von Miltitz adopted a more conciliatory approach. Luther made certain concessions to the Saxon, who was a relative of the Elector, and promised to remain silent if his opponents did.[60] The theologian Johann Eck, however, was determined to expose Luther's doctrine in a public forum. In June and July 1519, he staged a disputation with Luther's colleague Andreas Karlstadt at Leipzig and invited Luther to speak.[61]
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Luther's boldest assertion in the debate was that Matthew 16:18 does not confer on popes the exclusive right to interpret scripture, and that therefore neither popes nor church councils were infallible.[62] For this, Eck branded Luther a new Jan Hus, referring to the Czech reformer and heretic burned at the stake in 1415. From that moment, he devoted himself to Luther's defeat.[63]
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On 15 June 1520, the Pope warned Luther with the papal bull (edict) Exsurge Domine that he risked excommunication unless he recanted 41 sentences drawn from his writings, including the Ninety-five Theses, within 60 days. That autumn, Johann Eck proclaimed the bull in Meissen and other towns. Karl von Miltitz, a papal nuncio, attempted to broker a solution, but Luther, who had sent the Pope a copy of On the Freedom of a Christian in October, publicly set fire to the bull and decretals at Wittenberg on 10 December 1520,[64] an act he defended in Why the Pope and his Recent Book are Burned and Assertions Concerning All Articles. As a consequence, Luther was excommunicated by Pope Leo X on 3 January 1521, in the bull Decet Romanum Pontificem.[65] And although the Lutheran World Federation, Methodists and the Catholic Church's Pontifical Council for Promoting Christian Unity agreed (in 1999 and 2006, respectively) on a "common understanding of justification by God's grace through faith in Christ," the Catholic Church still has not lifted the 1520 excommunication.[66][67][68]
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The enforcement of the ban on the Ninety-five Theses fell to the secular authorities. On 18 April 1521, Luther appeared as ordered before the Diet of Worms. This was a general assembly of the estates of the Holy Roman Empire that took place in Worms, a town on the Rhine. It was conducted from 28 January to 25 May 1521, with Emperor Charles V presiding. Prince Frederick III, Elector of Saxony, obtained a safe conduct for Luther to and from the meeting.
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Johann Eck, speaking on behalf of the Empire as assistant of the Archbishop of Trier, presented Luther with copies of his writings laid out on a table and asked him if the books were his, and whether he stood by their contents. Luther confirmed he was their author, but requested time to think about the answer to the second question. He prayed, consulted friends, and gave his response the next day:
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Unless I am convinced by the testimony of the Scriptures or by clear reason (for I do not trust either in the pope or in councils alone, since it is well known that they have often erred and contradicted themselves), I am bound by the Scriptures I have quoted and my conscience is captive to the Word of God. I cannot and will not recant anything, since it is neither safe nor right to go against conscience. May God help me. Amen.[69]
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At the end of this speech, Luther raised his arm "in the traditional salute of a knight winning a bout." Michael Mullett considers this speech as a "world classic of epoch-making oratory."[70]
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Eck informed Luther that he was acting like a heretic:
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"'Martin,' said he, 'there is no one of the heresies which have torn the bosom of the church, which has not derived its origin from the various interpretation of the Scripture. The Bible itself is the arsenal whence each innovator has drawn his deceptive arguments. It was with Biblical texts that Pelagius and Arius maintained their doctrines. Arius, for instance, found the negation of the eternity of the Word—an eternity which you admit, in this verse of the New Testament—Joseph knew not his wife till she had brought forth her first-born son; and he said, in the same way that you say, that this passage enchained him. When the fathers of the Council of Constance condemned this proposition of Jan Hus—The church of Jesus Christ is only the community of the elect, they condemned an error; for the church, like a good mother, embraces within her arms all who bear the name of Christian, all who are called to enjoy the celestial beatitude.'"[71]
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Luther refused to recant his writings. He is sometimes also quoted as saying: "Here I stand. I can do no other". Recent scholars consider the evidence for these words to be unreliable, since they were inserted before "May God help me" only in later versions of the speech and not recorded in witness accounts of the proceedings.[72] However, Mullett suggests that given his nature, "we are free to believe that Luther would tend to select the more dramatic form of words."[70]
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Over the next five days, private conferences were held to determine Luther's fate. The Emperor presented the final draft of the Edict of Worms on 25 May 1521, declaring Luther an outlaw, banning his literature, and requiring his arrest: "We want him to be apprehended and punished as a notorious heretic."[73] It also made it a crime for anyone in Germany to give Luther food or shelter. It permitted anyone to kill Luther without legal consequence.
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Luther's disappearance during his return to Wittenberg was planned. Frederick III had him intercepted on his way home in the forest near Wittenberg by masked horsemen impersonating highway robbers. They escorted Luther to the security of the Wartburg Castle at Eisenach.[74] During his stay at Wartburg, which he referred to as "my Patmos",[75] Luther translated the New Testament from Greek into German and poured out doctrinal and polemical writings. These included a renewed attack on Archbishop Albrecht of Mainz, whom he shamed into halting the sale of indulgences in his episcopates,[76] and a "Refutation of the Argument of Latomus," in which he expounded the principle of justification to Jacobus Latomus, an orthodox theologian from Louvain.[77]
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In this work, one of his most emphatic statements on faith, he argued that every good work designed to attract God's favor is a sin.[78] All humans are sinners by nature, he explained, and God's grace (which cannot be earned) alone can make them just. On 1 August 1521, Luther wrote to Melanchthon on the same theme: "Be a sinner, and let your sins be strong, but let your trust in Christ be stronger, and rejoice in Christ who is the victor over sin, death, and the world. We will commit sins while we are here, for this life is not a place where justice resides."[79]
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In the summer of 1521, Luther widened his target from individual pieties like indulgences and pilgrimages to doctrines at the heart of Church practice. In On the Abrogation of the Private Mass, he condemned as idolatry the idea that the mass is a sacrifice, asserting instead that it is a gift, to be received with thanksgiving by the whole congregation.[80] His essay On Confession, Whether the Pope has the Power to Require It rejected compulsory confession and encouraged private confession and absolution, since "every Christian is a confessor."[81] In November, Luther wrote The Judgement of Martin Luther on Monastic Vows. He assured monks and nuns that they could break their vows without sin, because vows were an illegitimate and vain attempt to win salvation.[82]
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In 1521 Luther dealt largely with prophecy, in which he broadened the foundations of the Reformation, placing them on prophetic faith. His main interest was centered on the prophecy of the Little Horn in Daniel 8:9–12, 23–25. The antichrist of 2 Thessalonians 2 was identified as the power of the Papacy. So too was the Little Horn of Daniel 7, coming up among the divisions of Rome, explicitly applied.[83]
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Luther made his pronouncements from Wartburg in the context of rapid developments at Wittenberg, of which he was kept fully informed. Andreas Karlstadt, supported by the ex-Augustinian Gabriel Zwilling, embarked on a radical programme of reform there in June 1521, exceeding anything envisaged by Luther. The reforms provoked disturbances, including a revolt by the Augustinian friars against their prior, the smashing of statues and images in churches, and denunciations of the magistracy. After secretly visiting Wittenberg in early December 1521, Luther wrote A Sincere Admonition by Martin Luther to All Christians to Guard Against Insurrection and Rebellion.[84] Wittenberg became even more volatile after Christmas when a band of visionary zealots, the so-called Zwickau prophets, arrived, preaching revolutionary doctrines such as the equality of man,[clarification needed] adult baptism, and Christ's imminent return.[85] When the town council asked Luther to return, he decided it was his duty to act.[86]
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Luther secretly returned to Wittenberg on 6 March 1522. He wrote to the Elector: "During my absence, Satan has entered my sheepfold, and committed ravages which I cannot repair by writing, but only by my personal presence and living word."[87] For eight days in Lent, beginning on Invocavit Sunday, 9 March, Luther preached eight sermons, which became known as the "Invocavit Sermons". In these sermons, he hammered home the primacy of core Christian values such as love, patience, charity, and freedom, and reminded the citizens to trust God's word rather than violence to bring about necessary change.[88]
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Do you know what the Devil thinks when he sees men use violence to propagate the gospel? He sits with folded arms behind the fire of hell, and says with malignant looks and frightful grin: "Ah, how wise these madmen are to play my game! Let them go on; I shall reap the benefit. I delight in it." But when he sees the Word running and contending alone on the battle-field, then he shudders and shakes for fear.[89]
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The effect of Luther's intervention was immediate. After the sixth sermon, the Wittenberg jurist Jerome Schurf wrote to the elector: "Oh, what joy has Dr. Martin's return spread among us! His words, through divine mercy, are bringing back every day misguided people into the way of the truth."[89]
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Luther next set about reversing or modifying the new church practices. By working alongside the authorities to restore public order, he signalled his reinvention as a conservative force within the Reformation.[90] After banishing the Zwickau prophets, he now faced a battle against not only the established Church but also the radical reformers who threatened the new order by fomenting social unrest and violence.[91]
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Despite his victory in Wittenberg, Luther was unable to stifle radicalism further afield. Preachers such as Thomas Müntzer and Zwickau prophet Nicholas Storch found support amongst poorer townspeople and peasants between 1521 and 1525. There had been revolts by the peasantry on a smaller scale since the 15th century.[92] Luther's pamphlets against the Church and the hierarchy, often worded with "liberal" phraseology, now led many peasants to believe he would support an attack on the upper classes in general.[93] Revolts broke out in Franconia, Swabia, and Thuringia in 1524, even drawing support from disaffected nobles, many of whom were in debt. Gaining momentum under the leadership of radicals such as Müntzer in Thuringia, and Hipler and Lotzer in the south-west, the revolts turned into war.[94]
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Luther sympathised with some of the peasants' grievances, as he showed in his response to the Twelve Articles in May 1525, but he reminded the aggrieved to obey the temporal authorities.[95] During a tour of Thuringia, he became enraged at the widespread burning of convents, monasteries, bishops' palaces, and libraries. In Against the Murderous, Thieving Hordes of Peasants, written on his return to Wittenberg, he gave his interpretation of the Gospel teaching on wealth, condemned the violence as the devil's work, and called for the nobles to put down the rebels like mad dogs:
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Therefore let everyone who can, smite, slay, and stab, secretly or openly, remembering that nothing can be more poisonous, hurtful, or devilish than a rebel ... For baptism does not make men free in body and property, but in soul; and the gospel does not make goods common, except in the case of those who, of their own free will, do what the apostles and disciples did in Acts 4 [:32–37]. They did not demand, as do our insane peasants in their raging, that the goods of others—of Pilate and Herod—should be common, but only their own goods. Our peasants, however, want to make the goods of other men common, and keep their own for themselves. Fine Christians they are! I think there is not a devil left in hell; they have all gone into the peasants. Their raving has gone beyond all measure.[96]
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Luther justified his opposition to the rebels on three grounds. First, in choosing violence over lawful submission to the secular government, they were ignoring Christ's counsel to "Render unto Caesar the things that are Caesar's"; St. Paul had written in his epistle to the Romans 13:1–7 that all authorities are appointed by God and therefore should not be resisted. This reference from the Bible forms the foundation for the doctrine known as the divine right of kings, or, in the German case, the divine right of the princes. Second, the violent actions of rebelling, robbing, and plundering placed the peasants "outside the law of God and Empire", so they deserved "death in body and soul, if only as highwaymen and murderers." Lastly, Luther charged the rebels with blasphemy for calling themselves "Christian brethren" and committing their sinful acts under the banner of the Gospel.[97] Only later in life did he develop the Beerwolf concept permitting some cases of resistance against the government.[98]
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Without Luther's backing for the uprising, many rebels laid down their weapons; others felt betrayed. Their defeat by the Swabian League at the Battle of Frankenhausen on 15 May 1525, followed by Müntzer's execution, brought the revolutionary stage of the Reformation to a close.[99] Thereafter, radicalism found a refuge in the Anabaptist movement and other religious movements, while Luther's Reformation flourished under the wing of the secular powers.[100] In 1526 Luther wrote: "I, Martin Luther, have during the rebellion slain all the peasants, for it was I who ordered them to be struck dead."[101]
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Martin Luther married Katharina von Bora, one of 12 nuns he had helped escape from the Nimbschen Cistercian convent in April 1523, when he arranged for them to be smuggled out in herring barrels.[102] "Suddenly, and while I was occupied with far different thoughts," he wrote to Wenceslaus Link, "the Lord has plunged me into marriage."[103] At the time of their marriage, Katharina was 26 years old and Luther was 41 years old.
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On 13 June 1525, the couple was engaged with Johannes Bugenhagen, Justus Jonas, Johannes Apel, Philipp Melanchthon and Lucas Cranach the Elder and his wife as witnesses.[104] On the evening of the same day, the couple was married by Bugenhagen.[104] The ceremonial walk to the church and the wedding banquet were left out, and were made up two weeks later on 27 June.[104]
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Some priests and former members of religious orders had already married, including Andreas Karlstadt and Justus Jonas, but Luther's wedding set the seal of approval on clerical marriage.[105] He had long condemned vows of celibacy on Biblical grounds, but his decision to marry surprised many, not least Melanchthon, who called it reckless.[106] Luther had written to George Spalatin on 30 November 1524, "I shall never take a wife, as I feel at present. Not that I am insensible to my flesh or sex (for I am neither wood nor stone); but my mind is averse to wedlock because I daily expect the death of a heretic."[107]
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Before marrying, Luther had been living on the plainest food, and, as he admitted himself, his mildewed bed was not properly made for months at a time.[108]
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Luther and his wife moved into a former monastery, "The Black Cloister," a wedding present from the new elector John the Steadfast (1525–32). They embarked on what appears to have been a happy and successful marriage, though money was often short.[109] Katharina bore six children: Hans – June 1526; Elizabeth – 10 December 1527, who died within a few months; Magdalene – 1529, who died in Luther's arms in 1542; Martin – 1531; Paul – January 1533; and Margaret – 1534; and she helped the couple earn a living by farming and taking in boarders.[110] Luther confided to Michael Stiefel on 11 August 1526: "My Katie is in all things so obliging and pleasing to me that I would not exchange my poverty for the riches of Croesus."[111]
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By 1526, Luther found himself increasingly occupied in organising a new church. His Biblical ideal of congregations choosing their own ministers had proved unworkable.[112] According to Bainton: "Luther's dilemma was that he wanted both a confessional church based on personal faith and experience and a territorial church including all in a given locality. If he were forced to choose, he would take his stand with the masses, and this was the direction in which he moved."[113]
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From 1525 to 1529, he established a supervisory church body, laid down a new form of worship service, and wrote a clear summary of the new faith in the form of two catechisms. Luther's thought is revolutionary to the extent that it is a theology of the cross, the negation of every affirmation: as long as the cross is at the center, the system building tendency of reason is held in check, and system building does not degenerate into System.[114]
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To avoid confusing or upsetting the people, Luther avoided extreme change. He also did not wish to replace one controlling system with another. He concentrated on the church in the Electorate of Saxony, acting only as an adviser to churches in new territories, many of which followed his Saxon model. He worked closely with the new elector, John the Steadfast, to whom he turned for secular leadership and funds on behalf of a church largely shorn of its assets and income after the break with Rome.[115] For Luther's biographer Martin Brecht, this partnership "was the beginning of a questionable and originally unintended development towards a church government under the temporal sovereign".[116]
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The elector authorised a visitation of the church, a power formerly exercised by bishops.[117] At times, Luther's practical reforms fell short of his earlier radical pronouncements. For example, the Instructions for the Visitors of Parish Pastors in Electoral Saxony (1528), drafted by Melanchthon with Luther's approval, stressed the role of repentance in the forgiveness of sins, despite Luther's position that faith alone ensures justification.[118] The Eisleben reformer Johannes Agricola challenged this compromise, and Luther condemned him for teaching that faith is separate from works.[119] The Instruction is a problematic document for those seeking a consistent evolution in Luther's thought and practice.[120]
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In response to demands for a German liturgy, Luther wrote a German Mass, which he published in early 1526.[121] He did not intend it as a replacement for his 1523 adaptation of the Latin Mass but as an alternative for the "simple people", a "public stimulation for people to believe and become Christians."[122] Luther based his order on the Catholic service but omitted "everything that smacks of sacrifice", and the Mass became a celebration where everyone received the wine as well as the bread.[123] He retained the elevation of the host and chalice, while trappings such as the Mass vestments, altar, and candles were made optional, allowing freedom of ceremony.[124]
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Some reformers, including followers of Huldrych Zwingli, considered Luther's service too papistic, and modern scholars note the conservatism of his alternative to the Catholic mass.[125] Luther's service, however, included congregational singing of hymns and psalms in German, as well as parts of the liturgy, including Luther's unison setting of the Creed.[126] To reach the simple people and the young, Luther incorporated religious instruction into the weekday services in the form of the catechism.[127] He also provided simplified versions of the baptism and marriage services.[128]
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Luther and his colleagues introduced the new order of worship during their visitation of the Electorate of Saxony, which began in 1527.[129] They also assessed the standard of pastoral care and Christian education in the territory. "Merciful God, what misery I have seen," Luther wrote, "the common people knowing nothing at all of Christian doctrine ... and unfortunately many pastors are well-nigh unskilled and incapable of teaching."[130]
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Luther devised the catechism as a method of imparting the basics of Christianity to the congregations. In 1529, he wrote the Large Catechism, a manual for pastors and teachers, as well as a synopsis, the Small Catechism, to be memorised by the people themselves.[131] The catechisms provided easy-to-understand instructional and devotional material on the Ten Commandments, the Apostles' Creed, The Lord's Prayer, baptism, and the Lord's Supper.[132] Luther incorporated questions and answers in the catechism so that the basics of Christian faith would not just be learned by rote, "the way monkeys do it", but understood.[133]
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The catechism is one of Luther's most personal works. "Regarding the plan to collect my writings in volumes," he wrote, "I am quite cool and not at all eager about it because, roused by a Saturnian hunger, I would rather see them all devoured. For I acknowledge none of them to be really a book of mine, except perhaps the Bondage of the Will and the Catechism."[134] The Small Catechism has earned a reputation as a model of clear religious teaching.[135] It remains in use today, along with Luther's hymns and his translation of the Bible.
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Luther's Small Catechism proved especially effective in helping parents teach their children; likewise the Large Catechism was effective for pastors.[136] Using the German vernacular, they expressed the Apostles' Creed in simpler, more personal, Trinitarian language. He rewrote each article of the Creed to express the character of the Father, the Son, or the Holy Spirit. Luther's goal was to enable the catechumens to see themselves as a personal object of the work of the three persons of the Trinity, each of which works in the catechumen's life.[137]
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That is, Luther depicted the Trinity not as a doctrine to be learned, but as persons to be known. The Father creates, the Son redeems, and the Spirit sanctifies, a divine unity with separate personalities. Salvation originates with the Father and draws the believer to the Father. Luther's treatment of the Apostles' Creed must be understood in the context of the Decalogue (the Ten Commandments) and The Lord's Prayer, which are also part of the Lutheran catechetical teaching.[137]
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Luther had published his German translation of the New Testament in 1522, and he and his collaborators completed the translation of the Old Testament in 1534, when the whole Bible was published. He continued to work on refining the translation until the end of his life.[138] Others had previously translated the Bible into German, but Luther tailored his translation to his own doctrine.[139]
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Two of the earlier translations were the Mentelin Bible (1456)[140] and the Koberger Bible (1484).[141] There were as many as fourteen in High German, four in Low German, four in Dutch, and various other translations in other languages before the Bible of Luther.[142]
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When he was criticised for inserting the word "alone" after "faith" in Romans 3:28,[143] he replied in part: "[T]he text itself and the meaning of St. Paul urgently require and demand it. For in that very passage he is dealing with the main point of Christian doctrine, namely, that we are justified by faith in Christ without any works of the Law. ... But when works are so completely cut away—and that must mean that faith alone justifies—whoever would speak plainly and clearly about this cutting away of works will have to say, 'Faith alone justifies us, and not works'."[144]
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Luther did not include First Epistle of John 5:7-8,[145] the Johannine Comma in his translation, rejecting it as a forgery. It was inserted into the text by other hands after Luther's death.[146][147]
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Luther's translation used the variant of German spoken at the Saxon chancellery, intelligible to both northern and southern Germans.[148] He intended his vigorous, direct language to make the Bible accessible to everyday Germans, "for we are removing impediments and difficulties so that other people may read it without hindrance."[149]
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Published at a time of rising demand for German-language publications, Luther's version quickly became a popular and influential Bible translation. As such, it contributed a distinct flavor to German language and literature.[150] Furnished with notes and prefaces by Luther, and with woodcuts by Lucas Cranach that contained anti-papal imagery, it played a major role in the spread of Luther's doctrine throughout Germany.[151] The Luther Bible influenced other vernacular translations, such as the Tyndale Bible (from 1525 forward), a precursor of the King James Bible.[152]
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Luther was a prolific hymnodist, authoring hymns such as "Ein feste Burg ist unser Gott" ("A Mighty Fortress Is Our God"), based on Psalm 46, and "Vom Himmel hoch, da komm ich her" ("From Heaven Above to Earth I Come"), based on Luke 2:11–12.[153] Luther connected high art and folk music, also all classes, clergy and laity, men, women and children. His tool of choice for this connection was the singing of German hymns in connection with worship, school, home, and the public arena.[154] He often accompanied the sung hymns with a lute, later recreated as the waldzither that became a national instrument of Germany in the 20th century.[155]
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Luther's hymns were frequently evoked by particular events in his life and the unfolding Reformation. This behavior started with his learning of the execution of Jan van Essen and Hendrik Vos, the first individuals to be martyred by the Roman Catholic Church for Lutheran views, prompting Luther to write the hymn "Ein neues Lied wir heben an" ("A new song we raise"), which is generally known in English by John C. Messenger's translation by the title and first line "Flung to the Heedless Winds" and sung to the tune Ibstone composed in 1875 by Maria C. Tiddeman.[156]
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Luther's 1524 creedal hymn "Wir glauben all an einen Gott" ("We All Believe in One True God") is a three-stanza confession of faith prefiguring Luther's 1529 three-part explanation of the Apostles' Creed in the Small Catechism. Luther's hymn, adapted and expanded from an earlier German creedal hymn, gained widespread use in vernacular Lutheran liturgies as early as 1525. Sixteenth-century Lutheran hymnals also included "Wir glauben all" among the catechetical hymns, although 18th-century hymnals tended to label the hymn as Trinitarian rather than catechetical, and 20th-century Lutherans rarely used the hymn because of the perceived difficulty of its tune.[154]
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Luther's 1538 hymnic version of the Lord's Prayer, "Vater unser im Himmelreich", corresponds exactly to Luther's explanation of the prayer in the Small Catechism, with one stanza for each of the seven prayer petitions, plus opening and closing stanzas. The hymn functioned both as a liturgical setting of the Lord's Prayer and as a means of examining candidates on specific catechism questions. The extant manuscript shows multiple revisions, demonstrating Luther's concern to clarify and strengthen the text and to provide an appropriately prayerful tune. Other 16th- and 20th-century versifications of the Lord's Prayer have adopted Luther's tune, although modern texts are considerably shorter.[157]
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Luther wrote "Aus tiefer Not schrei ich zu dir" ("From depths of woe I cry to You") in 1523 as a hymnic version of Psalm 130 and sent it as a sample to encourage his colleagues to write psalm-hymns for use in German worship. In a collaboration with Paul Speratus, this and seven other hymns were published in the Achtliederbuch, the first Lutheran hymnal. In 1524 Luther developed his original four-stanza psalm paraphrase into a five-stanza Reformation hymn that developed the theme of "grace alone" more fully. Because it expressed essential Reformation doctrine, this expanded version of "Aus tiefer Not" was designated as a regular component of several regional Lutheran liturgies and was widely used at funerals, including Luther's own. Along with Erhart Hegenwalt's hymnic version of Psalm 51, Luther's expanded hymn was also adopted for use with the fifth part of Luther's catechism, concerning confession.[158]
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Luther wrote "Ach Gott, vom Himmel sieh darein" ("Oh God, look down from heaven"). "Nun komm, der Heiden Heiland" (Now come, Savior of the gentiles), based on Veni redemptor gentium, became the main hymn (Hauptlied) for Advent. He transformed A solus ortus cardine to "Christum wir sollen loben schon" ("We should now praise Christ") and Veni Creator Spiritus to "Komm, Gott Schöpfer, Heiliger Geist" ("Come, Holy Spirit, Lord God").[159]
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He wrote two hymns on the Ten Commandments, "Dies sind die heilgen Zehn Gebot" and "Mensch, willst du leben seliglich". His "Gelobet seist du, Jesu Christ" ("Praise be to You, Jesus Christ") became the main hymn for Christmas. He wrote for Pentecost "Nun bitten wir den Heiligen Geist", and adopted for Easter "Christ ist erstanden" (Christ is risen), based on Victimae paschali laudes. "Mit Fried und Freud ich fahr dahin", a paraphrase of Nunc dimittis, was intended for Purification, but became also a funeral hymn. He paraphrased the Te Deum as "Herr Gott, dich loben wir" with a simplified form of the melody. It became known as the German Te Deum.
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Luther's 1541 hymn "Christ unser Herr zum Jordan kam" ("To Jordan came the Christ our Lord") reflects the structure and substance of his questions and answers concerning baptism in the Small Catechism. Luther adopted a preexisting Johann Walter tune associated with a hymnic setting of Psalm 67's prayer for grace; Wolf Heintz's four-part setting of the hymn was used to introduce the Lutheran Reformation in Halle in 1541. Preachers and composers of the 18th century, including J.S. Bach, used this rich hymn as a subject for their own work, although its objective baptismal theology was displaced by more subjective hymns under the influence of late-19th-century Lutheran pietism.[154]
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Luther's hymns were included in early Lutheran hymnals and spread the ideas of the Reformation. He supplied four of eight songs of the First Lutheran hymnal Achtliederbuch, 18 of 26 songs of the Erfurt Enchiridion, and 24 of the 32 songs in the first choral hymnal with settings by Johann Walter, Eyn geystlich Gesangk Buchleyn, all published in 1524.
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Luther's hymns inspired composers to write music. Johann Sebastian Bach included several verses as chorales in his cantatas and based chorale cantatas entirely on them, namely Christ lag in Todes Banden, BWV 4, as early as possibly 1707, in his second annual cycle (1724 to 1725) Ach Gott, vom Himmel sieh darein, BWV 2, Christ unser Herr zum Jordan kam, BWV 7, Nun komm, der Heiden Heiland, BWV 62, Gelobet seist du, Jesu Christ, BWV 91, and Aus tiefer Not schrei ich zu dir, BWV 38, later Ein feste Burg ist unser Gott, BWV 80, and in 1735 Wär Gott nicht mit uns diese Zeit, BWV 14.
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In contrast to the views of John Calvin[160] and Philipp Melanchthon,[161] throughout his life Luther maintained that it was not false doctrine to believe that a Christian's soul sleeps after it is separated from the body in death.[162] Accordingly, he disputed traditional interpretations of some Bible passages, such as the parable of the rich man and Lazarus.[163] This also led Luther to reject the idea of torments for the saints: "It is enough for us to know that souls do not leave their bodies to be threatened by the torments and punishments of hell, but enter a prepared bedchamber in which they sleep in peace."[164] He also rejected the existence of purgatory, which involved Christian souls undergoing penitential suffering after death.[165] He affirmed the continuity of one's personal identity beyond death. In his Smalcald Articles, he described the saints as currently residing "in their graves and in heaven."[166]
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The Lutheran theologian Franz Pieper observed that Luther's teaching about the state of the Christian's soul after death differed from the later Lutheran theologians such as Johann Gerhard.[167] Lessing (1755) had earlier reached the same conclusion in his analysis of Lutheran orthodoxy on this issue.[168]
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Luther's Commentary on Genesis contains a passage which concludes that "the soul does not sleep (anima non sic dormit), but wakes (sed vigilat) and experiences visions".[169] Francis Blackburne in 1765 argued that John Jortin misread this and other passages from Luther,[170] while Gottfried Fritschel pointed out in 1867 that it actually refers to the soul of a man "in this life" (homo enim in hac vita) tired from his daily labour (defatigus diurno labore) who at night enters his bedchamber (sub noctem intrat in cubiculum suum) and whose sleep is interrupted by dreams.[171]
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Henry Eyster Jacobs' English translation from 1898 reads:
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In October 1529, Philip I, Landgrave of Hesse, convoked an assembly of German and Swiss theologians at the Marburg Colloquy, to establish doctrinal unity in the emerging Protestant states.[173] Agreement was achieved on fourteen points out of fifteen, the exception being the nature of the Eucharist—the sacrament of the Lord's Supper—an issue crucial to Luther.[174]
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The theologians, including Zwingli, Melanchthon, Martin Bucer, and Johannes Oecolampadius, differed on the significance of the words spoken by Jesus at the Last Supper: "This is my body which is for you" and "This cup is the new covenant in my blood" (1 Corinthians 11:23–26).[175] Luther insisted on the Real Presence of the body and blood of Christ in the consecrated bread and wine, which he called the sacramental union,[176] while his opponents believed God to be only spiritually or symbolically present.[177]
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Zwingli, for example, denied Jesus' ability to be in more than one place at a time. Luther stressed the omnipresence of Jesus' human nature.[178] According to transcripts, the debate sometimes became confrontational. Citing Jesus' words "The flesh profiteth nothing" (John 6.63), Zwingli said, "This passage breaks your neck". "Don't be too proud," Luther retorted, "German necks don't break that easily. This is Hesse, not Switzerland."[179] On his table Luther wrote the words "Hoc est corpus meum" ("This is my body") in chalk, to continually indicate his firm stance.[180]
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Despite the disagreements on the Eucharist, the Marburg Colloquy paved the way for the signing in 1530 of the Augsburg Confession, and for the formation of the Schmalkaldic League the following year by leading Protestant nobles such as John of Saxony, Philip of Hesse, and George, Margrave of Brandenburg-Ansbach. The Swiss cities, however, did not sign these agreements.[181]
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Some scholars have asserted that Luther taught that faith and reason were antithetical in the sense that questions of faith could not be illuminated by reason. He wrote, "All the articles of our Christian faith, which God has revealed to us in His Word, are in presence of reason sheerly impossible, absurd, and false."[182] and "[That] Reason in no way contributes to faith. [...] For reason is the greatest enemy that faith has; it never comes to the aid of spiritual things."[183] However, though seemingly contradictorily, he also wrote in the latter work that human reason "strives not against faith, when enlightened, but rather furthers and advances it",[184] bringing claims he was a fideist into dispute. Contemporary Lutheran scholarship, however, has found a different reality in Luther. Luther rather seeks to separate faith and reason in order to honor the separate spheres of knowledge that each applies to.
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At the time of the Marburg Colloquy, Suleiman the Magnificent was besieging Vienna with a vast Ottoman army.[185] Luther had argued against resisting the Turks in his 1518 Explanation of the Ninety-five Theses, provoking accusations of defeatism. He saw the Turks as a scourge sent by God to punish Christians, as agents of the Biblical apocalypse that would destroy the Antichrist, whom Luther believed to be the papacy, and the Roman Church.[186] He consistently rejected the idea of a Holy War, "as though our people were an army of Christians against the Turks, who were enemies of Christ. This is absolutely contrary to Christ's doctrine and name".[187] On the other hand, in keeping with his doctrine of the two kingdoms, Luther did support non-religious war against the Turks.[188] In 1526, he argued in Whether Soldiers can be in a State of Grace that national defence is reason for a just war.[189] By 1529, in On War against the Turk, he was actively urging Emperor Charles V and the German people to fight a secular war against the Turks.[190]
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He made clear, however, that the spiritual war against an alien faith was separate, to be waged through prayer and repentance.[191] Around the time of the Siege of Vienna, Luther wrote a prayer for national deliverance from the Turks, asking God to "give to our emperor perpetual victory over our enemies".[192]
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In 1542, Luther read a Latin translation of the Qur'an.[193] He went on to produce several critical pamphlets on Islam, which he called "Mohammedanism" or "the Turk".[194] Though Luther saw the Muslim faith as a tool of the devil, he was indifferent to its practice: "Let the Turk believe and live as he will, just as one lets the papacy and other false Christians live."[195] He opposed banning the publication of the Qur'an, wanting it exposed to scrutiny.[196]
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Early in 1537, Johannes Agricola (1494–1566)—serving at the time as pastor in Luther's birthplace, Eisleben—preached a sermon in which he claimed that God's gospel, not God's moral law (the Ten Commandments), revealed God's wrath to Christians. Based on this sermon and others by Agricola, Luther suspected that Agricola was behind certain anonymous antinomian theses circulating in Wittenberg. These theses asserted that the law is no longer to be taught to Christians but belonged only to city hall.[197] Luther responded to these theses with six series of theses against Agricola and the antinomians, four of which became the basis for disputations between 1538 and 1540.[198] He also responded to these assertions in other writings, such as his 1539 open letter to C. Güttel Against the Antinomians,[199] and his book On the Councils and the Church from the same year.[200]
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In his theses and disputations against the antinomians, Luther reviews and reaffirms, on the one hand, what has been called the "second use of the law," that is, the law as the Holy Spirit's tool to work sorrow over sin in man's heart, thus preparing him for Christ's fulfillment of the law offered in the gospel.[201] Luther states that everything that is used to work sorrow over sin is called the law, even if it is Christ's life, Christ's death for sin, or God's goodness experienced in creation.[202] Simply refusing to preach the Ten Commandments among Christians—thereby, as it were, removing the three letters l-a-w from the church—does not eliminate the accusing law.[203] Claiming that the law—in any form—should not be preached to Christians anymore would be tantamount to asserting that Christians are no longer sinners in themselves and that the church consists only of essentially holy people.[204]
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On the other hand, Luther also points out that the Ten Commandments—when considered not as God's condemning judgment but as an expression of his eternal will, that is, of the natural law—also positively teach how the Christian ought to live.[205] This has traditionally been called the "third use of the law."[206] For Luther, also Christ's life, when understood as an example, is nothing more than an illustration of the Ten Commandments, which a Christian should follow in his or her vocations on a daily basis.[207]
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The Ten Commandments, and the beginnings of the renewed life of Christians accorded to them by the sacrament of baptism, are a present foreshadowing of the believers' future angel-like life in heaven in the midst of this life.[208] Luther's teaching of the Ten Commandments, therefore, has clear eschatological overtones, which, characteristically for Luther, do not encourage world-flight but direct the Christian to service to the neighbor in the common, daily vocations of this perishing world.
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From December 1539, Luther became implicated in the bigamy of Philip I, Landgrave of Hesse, who wanted to marry one of his wife's ladies-in-waiting. Philip solicited the approval of Luther, Melanchthon, and Bucer, citing as a precedent the polygamy of the patriarchs. The theologians were not prepared to make a general ruling, and they reluctantly advised the landgrave that if he was determined, he should marry secretly and keep quiet about the matter because divorce was worse than bigamy.[209] As a result, on 4 March 1540, Philip married a second wife, Margarethe von der Saale, with Melanchthon and Bucer among the witnesses. However, Philip's sister Elisabeth quickly made the scandal public and Phillip threatened to expose Luther's advice. Luther told him to "tell a good, strong lie" and deny the marriage completely, which Philip did.[210] Margarethe gave birth to nine children over a span of 17 years, giving Philip a total of 19 children. In the view of Luther's biographer Martin Brecht, "giving confessional advice for Philip of Hesse was one of the worst mistakes Luther made, and, next to the landgrave himself, who was directly responsible for it, history chiefly holds Luther accountable".[211] Brecht argues that Luther's mistake was not that he gave private pastoral advice, but that he miscalculated the political implications.[212] The affair caused lasting damage to Luther's reputation.[213]
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Tovia Singer, an Orthodox Jewish rabbi, remarking about Luther's attitude toward Jews, put it thusly: "Among all the Church Fathers and Reformers, there was no mouth more vile, no tongue that uttered more vulgar curses against the Children of Israel than this founder of the Reformation."[214]
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Luther wrote negatively about the Jews throughout his career.[215] Though Luther rarely encountered Jews during his life, his attitudes reflected a theological and cultural tradition which saw Jews as a rejected people guilty of the murder of Christ, and he lived in a locality which had expelled Jews some ninety years earlier.[216] He considered the Jews blasphemers and liars because they rejected the divinity of Jesus.[217] In 1523, Luther advised kindness toward the Jews in That Jesus Christ was Born a Jew and also aimed to convert them to Christianity.[218] When his efforts at conversion failed, he grew increasingly bitter toward them.[219]
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Luther's major works on the Jews were his 60,000-word treatise Von den Juden und Ihren Lügen (On the Jews and Their Lies), and Vom Schem Hamphoras und vom Geschlecht Christi (On the Holy Name and the Lineage of Christ), both published in 1543, three years before his death.[220] Luther argued that the Jews were no longer the chosen people but "the devil's people", and referred to them with violent language.[221][222] Citing Deuteronomy 13, wherein Moses commands the killing of idolaters and the burning of their cities and property as an offering to God, Luther called for a "scharfe Barmherzigkeit" ("sharp mercy") against the Jews "to see whether we might save at least a few from the glowing flames."[223] Luther advocated setting synagogues on fire, destroying Jewish prayerbooks, forbidding rabbis from preaching, seizing Jews' property and money, and smashing up their homes, so that these "envenomed worms" would be forced into labour or expelled "for all time".[224] In Robert Michael's view, Luther's words "We are at fault in not slaying them" amounted to a sanction for murder.[225] "God's anger with them is so intense," Luther concluded, "that gentle mercy will only tend to make them worse, while sharp mercy will reform them but little. Therefore, in any case, away with them!"[223]
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Luther spoke out against the Jews in Saxony, Brandenburg, and Silesia.[226] Josel of Rosheim, the Jewish spokesman who tried to help the Jews of Saxony in 1537, later blamed their plight on "that priest whose name was Martin Luther—may his body and soul be bound up in hell!—who wrote and issued many heretical books in which he said that whoever would help the Jews was doomed to perdition."[227] Josel asked the city of Strasbourg to forbid the sale of Luther's anti-Jewish works: they refused initially, but did so when a Lutheran pastor in Hochfelden used a sermon to urge his parishioners to murder Jews.[226] Luther's influence persisted after his death. Throughout the 1580s, riots led to the expulsion of Jews from several German Lutheran states.[228]
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Luther was the most widely read author of his generation, and within Germany he acquired the status of a prophet.[229] According to the prevailing opinion among historians,[230] his anti-Jewish rhetoric contributed significantly to the development of antisemitism in Germany,[231] and in the 1930s and 1940s provided an "ideal underpinning" for the Nazis' attacks on Jews.[232] Reinhold Lewin writes that anybody who "wrote against the Jews for whatever reason believed he had the right to justify himself by triumphantly referring to Luther." According to Michael, just about every anti-Jewish book printed in the Third Reich contained references to and quotations from Luther. Heinrich Himmler (albeit never a Lutheran, having been brought up Catholic) wrote admiringly of his writings and sermons on the Jews in 1940.[233] The city of Nuremberg presented a first edition of On the Jews and their Lies to Julius Streicher, editor of the Nazi newspaper Der Stürmer, on his birthday in 1937; the newspaper described it as the most radically antisemitic tract ever published.[234] It was publicly exhibited in a glass case at the Nuremberg rallies and quoted in a 54-page explanation of the Aryan Law by Dr. E.H. Schulz and Dr. R. Frercks.[235]
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On 17 December 1941, seven Protestant regional church confederations issued a statement agreeing with the policy of forcing Jews to wear the yellow badge, "since after his bitter experience Luther had already suggested preventive measures against the Jews and their expulsion from German territory." According to Daniel Goldhagen, Bishop Martin Sasse, a leading Protestant churchman, published a compendium of Luther's writings shortly after Kristallnacht, for which Diarmaid MacCulloch, Professor of the History of the Church in the University of Oxford argued that Luther's writing was a "blueprint."[236] Sasse applauded the burning of the synagogues and the coincidence of the day, writing in the introduction, "On 10 November 1938, on Luther's birthday, the synagogues are burning in Germany." The German people, he urged, ought to heed these words "of the greatest antisemite of his time, the warner of his people against the Jews."[237]
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Martin Brecht[238]
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At the heart of scholars' debate about Luther's influence is whether it is anachronistic to view his work as a precursor of the racial antisemitism of the Nazis. Some scholars see Luther's influence as limited, and the Nazis' use of his work as opportunistic. Johannes Wallmann argues that Luther's writings against the Jews were largely ignored in the 18th and 19th centuries, and that there was no continuity between Luther's thought and Nazi ideology.[239] Uwe Siemon-Netto agreed, arguing that it was because the Nazis were already antisemites that they revived Luther's work.[240][241] Hans J. Hillerbrand agreed that to focus on Luther was to adopt an essentially ahistorical perspective of Nazi antisemitism that ignored other contributory factors in German history.[242] Similarly, Roland Bainton, noted church historian and Luther biographer, wrote "One could wish that Luther had died before ever [On the Jews and Their Lies] was written. His position was entirely religious and in no respect racial."[243][244]
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However, Christopher J. Probst, in his book Demonizing the Jews: Luther and the Protestant Church in Nazi Germany (2012), shows that a large number of German Protestant clergy and theologians during the Nazi Third Reich used Luther's hostile publications towards the Jews and their Jewish religion to justify at least in part the anti-Semitic policies of the National Socialists.[245]
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Some scholars, such as Mark U. Edwards in his book Luther's Last Battles: Politics and Polemics 1531–46 (1983), suggest that since Luther's increasingly antisemitic views developed during the years his health deteriorated, it is possible they were at least partly the product of a state of mind. Edwards also comments that Luther often deliberately used "vulgarity and violence" for effect, both in his writings condemning the Jews and in diatribes against "Turks" (Muslims) and Catholics.[246]
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Since the 1980s, Lutheran denominations have repudiated Martin Luther's statements against the Jews and have rejected the use of them to incite hatred against Lutherans.[247][248] Strommen et al.'s 1970 survey of 4,745 North American Lutherans aged 15–65 found that, compared to the other minority groups under consideration, Lutherans were the least prejudiced toward Jews.[249] Nevertheless, Professor Richard (Dick) Geary, former Professor of Modern History at the University of Nottingham, England, and the author of Hitler and Nazism (Routledge 1993), published an article in the magazine History Today examining electoral trends in Weimar Germany between 1928 and 1933. Geary noted, based on his research, that the Nazi Party received disproportionately more votes from Protestant than Catholic areas of Germany.[250][251]
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Luther had been suffering from ill health for years, including Ménière's disease, vertigo, fainting, tinnitus, and a cataract in one eye.[252] From 1531 to 1546 his health deteriorated further. The years of struggle with Rome, the antagonisms with and among his fellow reformers, and the scandal that ensued from the bigamy of Philip I, Landgrave of Hesse incident, in which Luther had played a leading role, all may have contributed. In 1536, he began to suffer from kidney and bladder stones, arthritis, and an ear infection ruptured an ear drum. In December 1544, he began to feel the effects of angina.[253]
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His poor physical health made him short-tempered and even harsher in his writings and comments. His wife Katharina was overheard saying, "Dear husband, you are too rude," and he responded, "They are teaching me to be rude."[254] In 1545 and 1546 Luther preached three times in the Market Church in Halle, staying with his friend Justus Jonas during Christmas.[255]
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His last sermon was delivered at Eisleben, his place of birth, on 15 February 1546, three days before his death.[256] It was "entirely devoted to the obdurate Jews, whom it was a matter of great urgency to expel from all German territory," according to Léon Poliakov.[257] James Mackinnon writes that it concluded with a "fiery summons to drive the Jews bag and baggage from their midst, unless they desisted from their calumny and their usury and became Christians."[258] Luther said, "we want to practice Christian love toward them and pray that they convert," but also that they are "our public enemies ... and if they could kill us all, they would gladly do so. And so often they do."[259]
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Luther's final journey, to Mansfeld, was taken because of his concern for his siblings' families continuing in their father Hans Luther's copper mining trade. Their livelihood was threatened by Count Albrecht of Mansfeld bringing the industry under his own control. The controversy that ensued involved all four Mansfeld counts: Albrecht, Philip, John George, and Gerhard. Luther journeyed to Mansfeld twice in late 1545 to participate in the negotiations for a settlement, and a third visit was needed in early 1546 for their completion.
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The negotiations were successfully concluded on 17 February 1546. After 8 a.m., he experienced chest pains. When he went to his bed, he prayed, "Into your hand I commit my spirit; you have redeemed me, O Lord, faithful God" (Ps. 31:5), the common prayer of the dying. At 1 a.m. he awoke with more chest pain and was warmed with hot towels. He thanked God for revealing his Son to him in whom he had believed. His companions, Justus Jonas and Michael Coelius, shouted loudly, "Reverend father, are you ready to die trusting in your Lord Jesus Christ and to confess the doctrine which you have taught in his name?" A distinct "Yes" was Luther's reply.[260]
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An apoplectic stroke deprived him of his speech, and he died shortly afterwards at 2:45 a.m. on 18 February 1546, aged 62, in Eisleben, the city of his birth. He was buried in the Schlosskirche in Wittenberg, in front of the pulpit.[261] The funeral was held by his friends Johannes Bugenhagen and Philipp Melanchthon.[262] A year later, troops of Luther's adversary Charles V, Holy Roman Emperor entered the town, but were ordered by Charles not to disturb the grave.[262]
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A piece of paper was later found on which Luther had written his last statement. The statement was in Latin, apart from "We are beggars," which was in German. The statement reads:
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Do not assail this divine Aeneid; nay, rather prostrate revere the ground that it treads.
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We are beggars: this is true.[263][264]
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The tomb of Philipp Melanchthon, Luther's contemporary and fellow reformer, is also located in the All Saints' Church.[265][266][267][268][269]
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Martin Luther's Death House, considered the site of Luther's death since 1726. However the building where Luther actually died (at Markt 56, now the site of Hotel Graf von Mansfeld) was torn down in 1570.[270]
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Casts of Luther's face and hands at his death, in the Market Church in Halle[271]
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Schlosskirche in Wittenberg, where Luther posted his Ninety-five Theses, is also his gravesite.
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Luther's tombstone beneath the pulpit in the Castle Church in Wittenberg
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Close-up of the grave with inscription in Latin
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Luther made effective use of Johannes Gutenberg's printing press to spread his views. He switched from Latin to German in his writing to appeal to a broader audience. Between 1500 and 1530, Luther's works represented one fifth of all materials printed in Germany.[272]
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In the 1530s and 1540s, printed images of Luther that emphasized his monumental size were crucial to the spread of Protestantism. In contrast to images of frail Catholic saints, Luther was presented as a stout man with a "double chin, strong mouth, piercing deep-set eyes, fleshy face, and squat neck." He was shown to be physically imposing, an equal in stature to the secular German princes with whom he would join forces to spread Lutheranism. His large body also let the viewer know that he did not shun earthly pleasures like drinking—behavior that was a stark contrast to the ascetic life of the medieval religious orders. Famous images from this period include the woodcuts by Hans Brosamer (1530) and Lucas Cranach the Elder and Lucas Cranach the Younger (1546).[273]
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Luther is honoured on 18 February with a commemoration in the Lutheran Calendar of Saints and in the Episcopal (United States) Calendar of Saints. In the Church of England's Calendar of Saints he is commemorated on 31 October.
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Luther is honored in various ways by Christian traditions coming out directly from the Protestant Reformation, i.e. Lutheranism, the Reformed tradition, and Anglicanism. Branches of Protestantism that emerged afterwards vary in their remembrance and veneration of Luther, ranging from a complete lack of a single mention of him to a commemoration almost comparable to the way Lutherans commemorate and remember his persona. There is no known condemnation of Luther by Protestants themselves.
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Various sites both inside and outside Germany (supposedly) visited by Martin Luther throughout his lifetime commemorate it with local memorials. Saxony-Anhalt has two towns officially named after Luther, Lutherstadt Eisleben and Lutherstadt Wittenberg. Mansfeld is sometimes called Mansfeld-Lutherstadt, although the state government has not decided to put the Lutherstadt suffix in its official name.
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Reformation Day commemorates the publication of the Ninety-five Theses in 1517 by Martin Luther; it has been historically important in the following European entities. It is a civic holiday in the German states of Brandenburg, Mecklenburg-Vorpommern, Saxony, Saxony-Anhalt, Thuringia, Schleswig-Holstein and Hamburg. Two further states (Lower Saxony and Bremen) are pending a vote on introducing it. Slovenia celebrates it due to the profound contribution of the Reformation to its culture. Austria allows Protestant children not to go to school that day, and Protestant workers have a right to leave work in order to participate in a church service. Switzerland celebrates the holiday on the first Sunday after 31 October. It is also celebrated elsewhere around the world.
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Luther with a swan (painting in the church at Strümpfelbach im Remstal, Weinstadt, Germany, by J. A. List)
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Swan weather vane, Round Lutheran Church, Amsterdam
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Altar in St Martin's Church, Halberstadt, Germany. Luther and the swan are toward the top on the right.
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Coin commemorating Luther (engraving by Georg Wilhelm Göbel, Saxony, 1706)
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Luther is often depicted with a swan as his attribute, and Lutheran churches often have a swan for a weather vane. This association with the swan arises out of a prophecy reportedly made by the earlier reformer Jan Hus from Bohemia and endorsed by Luther. In the Bohemian language (now Czech), Hus's name meant "grey goose". In 1414, while imprisoned by the Council of Constance and anticipating his execution by burning for heresy, Hus prophesied, "Now they will roast a goose, but in a hundred years' time they'll hear a swan sing. They'd better listen to him." Luther published his Ninety-five Theses some 103 years later.[274][275][276]
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For works by and about Luther, see Martin Luther (resources) or Luther's works at Wikisource.
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or critical
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– in Europe (green & dark grey)– in the European Union (green)
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Luxembourg (/ˈlʌksəmbɜːrɡ/ (listen) LUK-səm-burg;[6] Luxembourgish: Lëtzebuerg [ˈlətsəbuə̯ɕ] (listen); French: Luxembourg; German: Luxemburg), officially the Grand Duchy of Luxembourg,[c] is a landlocked country in Western Europe. It is bordered by Belgium to the west and north, Germany to the east, and France to the south. Its capital, Luxembourg City, is one of the four official capitals of the European Union[7] (together with Brussels, Frankfurt, and Strasbourg) and the seat of the Court of Justice of the European Union, the highest judicial authority in the EU. Its culture, people, and languages are highly intertwined with its neighbours, making it essentially a mixture of French and German cultures, as evident by the nation's three official languages: French, German, and the national language of Luxembourgish. The repeated invasions by Germany, especially in World War II, resulted in the country's strong will for mediation between France and Germany and, among other things, led to the foundation of the European Union.[8]
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With an area of 2,586 square kilometres (998 sq mi), it is one of the smallest sovereign states in Europe.[9] In 2019, Luxembourg had a population of 626,108, which makes it one of the least-populous countries in Europe,[10] but by far the one with the highest population growth rate.[11] Foreigners account for nearly half of Luxembourg's population.[12] As a representative democracy with a constitutional monarch, it is headed by Grand Duke Henri and is the world's only remaining sovereign grand duchy. Luxembourg is a developed country, with an advanced economy and one of the world's highest GDP (PPP) per capita, as well as being one of the smallest countries in Europe. The City of Luxembourg with its old quarters and fortifications was declared a UNESCO World Heritage Site in 1994 due to the exceptional preservation of the vast fortifications and the old city.[13]
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The history of Luxembourg is considered to begin in 963, when count Siegfried acquired a rocky promontory and its Roman-era fortifications known as Lucilinburhuc, "little castle", and the surrounding area from the Imperial Abbey of St. Maximin in nearby Trier.[14][15] Siegfried's descendants increased their territory through marriage, war and vassal relations. At the end of the 13th century, the counts of Luxembourg reigned over a considerable territory.[16] In 1308, Henry VII became King of the Germans and later Holy Roman Emperor. The House of Luxembourg produced four emperors during the High Middle Ages. In 1354, Charles IV elevated the county to the Duchy of Luxembourg. The duchy eventually became part of the Burgundian Circle and then one of the Seventeen Provinces of the Habsburg Netherlands.[17]
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Over the centuries, the City and Fortress of Luxembourg, of great strategic importance situated between the Kingdom of France and the Habsburg territories, was gradually built up to be one of the most reputed fortifications in Europe. After belonging to both the France of Louis XIV and the Austria of Maria Theresa, Luxembourg became part of the First French Republic and Empire under Napoleon.[18]
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The present-day state of Luxembourg first emerged at the Congress of Vienna in 1815. The Grand Duchy, with its powerful fortress, became an independent state under the personal possession of William I of the Netherlands with a Prussian garrison to guard the city against another invasion from France.[19] In 1839, following the turmoil of the Belgian Revolution, the purely French-speaking part of Luxembourg was ceded to Belgium and the Luxembourgish-speaking part (except the Arelerland, the area around Arlon) became what is the present state of Luxembourg.[20]
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Luxembourg is a founding member of the European Union, OECD, United Nations, NATO, and Benelux. The city of Luxembourg, which is the country's capital and largest city, is the seat of several institutions and agencies of the EU. Luxembourg served on the United Nations Security Council for the years 2013 and 2014, which was a first in the country's history.[21] As of 2020, Luxembourg citizens had visa-free or visa-on-arrival access to 187 countries and territories, ranking the Luxembourgish passport fifth in the world, tied with Denmark and Spain.[22]
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The recorded history of Luxembourg begins with the acquisition of Lucilinburhuc[24] (today Luxembourg Castle) situated on the Bock rock by Siegfried, Count of Ardennes, in 963 through an exchange act with St. Maximin's Abbey, Trier.[25] Around this fort, a town gradually developed, which became the centre of a state of great strategic value.
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In the 14th and early 15th centuries, three members of the House of Luxembourg reigned as Holy Roman Emperors. In 1437, the House of Luxembourg suffered a succession crisis, precipitated by the lack of a male heir to assume the throne, which led to the territories being sold by Duchess Elisabeth to Philip the Good of Burgundy.[26]
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In the following centuries, Luxembourg's fortress was steadily enlarged and strengthened by its successive occupants, the Bourbons, Habsburgs, Hohenzollerns and the French.
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After the defeat of Napoleon in 1815, Luxembourg was disputed between Prussia and the Netherlands. The Congress of Vienna formed Luxembourg as a Grand Duchy within the German Confederation. The Dutch king became, in personal union, the grand duke. Although he was supposed to rule the grand duchy as an independent country with an administration of its own, in reality he treated it similarly to a Dutch province. The Fortress of Luxembourg was manned by Prussian troops for the German Confederation.[27] This arrangement was revised by the 1839 First Treaty of London, from which date Luxembourg's full independence is reckoned.[28][29][30][31]
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At the time of the Belgian Revolution of 1830–1839, and by the 1839 Treaty establishing full independence, Luxembourg's territory was reduced by more than half, as the predominantly francophone western part of the country was transferred to Belgium. In 1842 Luxembourg joined the German Customs Union (Zollverein).[32][33] This resulted in the opening of the German market, the development of Luxembourg's steel industry, and expansion of Luxembourg's railway network from 1855 to 1875, particularly the construction of the Luxembourg-Thionville railway line, with connections from there to the European industrial regions.[34] While Prussian troops still manned the fortress, in 1861, the Passerelle was opened, the first road bridge spanning the Pétrusse river valley, connecting the Ville Haute and the main fortification on the Bock with Luxembourg railway station, opened in 1859, on the then fortified Bourbon plateau to the south.
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After the Luxembourg Crisis of 1866 nearly led to war between Prussia and France, the Grand Duchy's independence and neutrality were again affirmed by the 1867 Second Treaty of London, Prussia's troops were withdrawn from the Fortress of Luxembourg, and its Bock and surrounding fortifications were dismantled.[35]
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The King of the Netherlands remained Head of State as Grand Duke of Luxembourg, maintaining a personal union between the two countries until 1890. At the death of William III, the throne of the Netherlands passed to his daughter Wilhelmina, while Luxembourg (then restricted to male heirs by the Nassau Family Pact) passed to Adolph of Nassau-Weilburg.[36]
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At the time of the Franco-Prussian war in 1870, despite allegations about French use of the Luxembourg railways for passing soldiers from Metz (then part of France) through the Duchy, and for forwarding provisions to Thionville, Luxembourg's neutrality was respected by Germany, and neither France nor Germany invaded the country.[37][38] But in 1871, as a result of Germany's victory over France, Luxembourg's boundary with Lorraine, containing Metz and Thionville, changed from being a frontier with a part of France to a frontier with territory annexed to the German Empire as Alsace-Lorraine under the Treaty of Frankfurt. This allowed Germany the military advantage of controlling and expanding the railways there.
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In August 1914, Imperial Germany violated Luxembourg's neutrality in the war by invading it in the war against France. This allowed Germany to use the railway lines, while at the same time denying them to France. Nevertheless, despite the German occupation, Luxembourg was allowed to maintain much of its independence and political mechanisms.
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In 1940, after the outbreak of World War II, Luxembourg's neutrality was again violated when the Wehrmacht of Nazi Germany entered the country, "entirely without justification".[39] In contrast to the First World War, under the German occupation of Luxembourg during World War II, the country was treated as German territory and informally annexed to the adjacent province of the Third Reich. A government in exile based in London supported the Allies, sending a small group of volunteers who participated in the Normandy invasion. Luxembourg was liberated in September 1944, and became a founding member of the United Nations in 1945. Luxembourg's neutral status under the constitution formally ended in 1948, and in 1949 it became a founding member of NATO.
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In 1951, Luxembourg became one of the six founding countries of the European Coal and Steel Community, which in 1957 would become the European Economic Community and in 1993 the European Union. In 1999 Luxembourg joined the Eurozone. In 2005, a referendum on the EU treaty establishing a constitution for Europe was held.[40]
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The steel industry exploiting the Red Lands' rich iron-ore grounds in the beginning of the 20th century drove the country's industrialisation. After the decline of the steel industry in the 1970s, the country focused on establishing itself as a global financial centre and developed into the banking hub it is reputed for. Since the beginning of the 21st century, its governments have focused on developing the country into a knowledge economy, with the founding of the University of Luxembourg and a national space programme, projecting the first involvement in a robotic lunar expedition by 2020.[41]
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Luxembourg is described as a "full democracy",[42] with a parliamentary democracy headed by a constitutional monarch. Executive power is exercised by the grand duke and the cabinet, which consists of several other ministers.[43] The Constitution of Luxembourg, the supreme law of Luxembourg, was adopted on 17 October 1868.[44] The grand duke has the power to dissolve the legislature, in which case new elections must be held within three months. However, since 1919, sovereignty has resided with the nation, exercised by the grand duke in accordance with the Constitution and the law.[45]
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Legislative power is vested in the Chamber of Deputies, a unicameral legislature of sixty members, who are directly elected to five-year terms from four constituencies. A second body, the Council of State (Conseil d'État), composed of twenty-one ordinary citizens appointed by the grand duke, advises the Chamber of Deputies in the drafting of legislation.[46]
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Luxembourg has three lower tribunals (justices de paix; in Esch-sur-Alzette, the city of Luxembourg, and Diekirch), two district tribunals (Luxembourg and Diekirch), and a Superior Court of Justice (Luxembourg), which includes the Court of Appeal and the Court of Cassation. There is also an Administrative Tribunal and an Administrative Court, as well as a Constitutional Court, all of which are located in the capital.
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Luxembourg is divided into 12 cantons, which are further divided into 102 communes.[47] Twelve of the communes have city status; the city of Luxembourg is the largest.
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Luxembourg has long been a prominent supporter of European political and economic integration. In 1921, Luxembourg and Belgium formed the Belgium–Luxembourg Economic Union (BLEU) to create a regime of inter-exchangeable currency and a common customs, foreshadowing later efforts at European integration.[33] Luxembourg is a member of the Benelux Economic Union and was one of the founding members of the European Economic Community (now the European Union). It also participates in the Schengen Group (named after the Luxembourg village of Schengen where the agreements were signed), whose goal is the free movement of citizens among member states. At the same time, the majority of Luxembourgers have consistently believed that European unity makes sense only in the context of a dynamic transatlantic relationship, and thus have traditionally pursued a pro-NATO, pro-US foreign policy.[citation needed]
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Luxembourg is the site of the Court of Justice of the European Union, the European Court of Auditors, the Statistical Office of the European Communities ("Eurostat") and other vital EU organs. The Secretariat of the European Parliament is located in Luxembourg, but the Parliament usually meets in Brussels and sometimes in Strasbourg.
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The Army is situated on the "Härebierg" which is Luxemburgish and translates to "men's mountain".[48] The army is under civilian control, with the grand duke as Commander-in-Chief. The Minister for Defence, François Bausch, oversees army operations. The professional head of the army is the Chief of Defence, who answers to the minister and holds the rank of general.
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Being a landlocked country, it has no navy. Luxembourg also lacks an air force, though the 17 NATO AWACS aeroplanes are, for convenience, registered as aircraft of Luxembourg.[49] In accordance with a joint agreement with Belgium, both countries have put forth funding for one A400M military cargo plane.[50]
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Luxembourg has participated in the Eurocorps, has contributed troops to the UNPROFOR and IFOR missions in former Yugoslavia, and has participated with a small contingent in the NATO SFOR mission in Bosnia and Herzegovina. Luxembourg troops have also deployed to Afghanistan, to support ISAF. The army has also participated in humanitarian relief missions such as setting up refugee camps for Kurds and providing emergency supplies to Albania.[51]
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Luxembourg is one of the smallest countries in Europe, and ranked 167th in size of all the 194 independent countries of the world; the country is about 2,586 square kilometres (998 sq mi) in size, and measures 82 km (51 mi) long and 57 km (35 mi) wide. It lies between latitudes 49° and 51° N, and longitudes 5° and 7° E.[52]
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To the east, Luxembourg borders the German Bundesländer of Rhineland-Palatinate and Saarland, and to the south, it borders the French région of Grand Est (Lorraine). The Grand Duchy borders the Belgian Walloon Region, in particular the latter's provinces of Luxembourg and Liège, part of which comprises the German-speaking Community of Belgium, to the west and to the north, respectively.
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The northern third of the country is known as the 'Oesling', and forms part of the Ardennes. It is dominated by hills and low mountains, including the Kneiff near Wilwerdange,[53] which is the highest point, at 560 metres (1,837 ft). Other mountains are the 'Buurgplaaz' at 559 metres near Huldange and the 'Napoléonsgaard' at 554 metres near Rambrouch. The region is sparsely populated, with only one town (Wiltz) with a population of more than four thousand people.
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The southern two-thirds of the country is called the "Gutland", and is more densely populated than the Oesling. It is also more diverse and can be divided into five geographic sub-regions. The Luxembourg plateau, in south-central Luxembourg, is a large, flat, sandstone formation, and the site of the city of Luxembourg. Little Switzerland, in the east of Luxembourg, has craggy terrain and thick forests. The Moselle valley is the lowest-lying region, running along the southeastern border. The Red Lands, in the far south and southwest, are Luxembourg's industrial heartland and home to many of Luxembourg's largest towns.
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The border between Luxembourg and Germany is formed by three rivers: the Moselle, the Sauer, and the Our. Other major rivers are the Alzette, the Attert, the Clerve, and the Wiltz. The valleys of the mid-Sauer and Attert form the border between the Gutland and the Oesling.
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According to the 2012 Environmental Performance Index, Luxembourg is one of the world's best performers in environmental protection, ranking 4th out of 132 assessed countries[54] Luxembourg also ranks 6th among the top ten most livable cities in the world by Mercer's.[55]
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Luxembourg has an oceanic climate (Köppen: Cfb), marked by high precipitation, particularly in late summer. The summers are warm and winters cool.[56]
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Luxembourg's stable and high-income market economy features moderate growth, low inflation, and a high level of innovation.[57] Unemployment is traditionally low, although it had risen to 6.1% by May 2012, due largely to the effect of the 2008 global financial crisis.[58] In 2011, according to the IMF, Luxembourg was the second richest country in the world, with a per capita GDP on a purchasing-power parity (PPP) basis of $80,119.[59] Its GDP per capita in purchasing power standards was 261% of the EU average (100%) in 2019.[60] Luxembourg is ranked 13th in The Heritage Foundation's Index of Economic Freedom,[61] 26th in the United Nations Human Development Index, and 4th in the Economist Intelligence Unit's quality of life index.[62]
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The industrial sector, which was dominated by steel until the 1960s, has since diversified to include chemicals, rubber, and other products. During the past decades, growth in the financial sector has more than compensated for the decline in steel production. Services, especially banking and finance, account for the majority of economic output. Luxembourg is the world's second largest investment fund centre (after the United States), the most important private banking centre in the Eurozone and Europe's leading centre for reinsurance companies. Moreover, the Luxembourg government has aimed to attract Internet start-ups, with Skype and Amazon being two of the many Internet companies that have shifted their regional headquarters to Luxembourg. Other high-tech companies have established themselves in Luxembourg, including 3D scanner developer/manufacturer Artec 3D.
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In April 2009, concern about Luxembourg's banking secrecy laws, as well as its reputation as a tax haven, led to its being added to a "grey list" of nations with questionable banking arrangements by the G20. In response, the country soon after adopted OECD standards on exchange of information and was subsequently added into the category of "jurisdictions that have substantially implemented the internationally agreed tax standard".[63][64] In March 2010, the Sunday Telegraph reported that most of Kim Jong-Il's $4 billion in secret accounts is in Luxembourg banks.[65] Amazon.co.uk also benefits from Luxembourg tax loopholes by channeling substantial UK revenues as reported by The Guardian in April 2012.[66] Luxembourg ranked third on the Tax Justice Network's 2011 Financial Secrecy Index of the world's major tax havens, scoring only slightly behind the Cayman Islands.[67] In 2013, Luxembourg is ranked as the 2nd safest tax haven in the world, behind Switzerland.
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In early November 2014, just days after becoming head of the European Commission, the Luxembourg's former Prime Minister Jean-Claude Juncker was hit by media disclosures—derived from a document leak known as Luxembourg Leaks—that Luxembourg under his premiership had turned into a major European centre of corporate tax avoidance.[68]
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Agriculture employed about 2.1% percent of Luxembourg's active population in 2010, when there were 2200 agricultural holdings with an average area per holding of 60 hectares.[69]
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Luxembourg has especially close trade and financial ties to Belgium and the Netherlands (see Benelux), and as a member of the EU it enjoys the advantages of the open European market.
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With $171 billion in May 2015, the country ranks eleventh in the world in holdings of U.S. Treasury securities.[70] However, securities owned by non-Luxembourg residents, but held in custodial accounts in Luxembourg, are also included in this figure.[71]
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As of 2019[update], public debt of Luxembourg was at $15,687,000,000, or a per capita debt of $25,554. The debt to GDP was 22.10%.[72]
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Luxembourg has road, rail and air transport facilities and services. The road network has been significantly modernised in recent years with 147 km (91 mi) of motorways connecting the capital to adjacent countries. The advent of the high-speed TGV link to Paris has led to renovation of the city's railway station and a new passenger terminal at Luxembourg Airport was opened in 2008. Luxembourg city reintroduced trams in December 2017 and there are plans to open light-rail lines in adjacent areas within the next few years.
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The number of cars per 1000 persons amount to 680.1 in Luxembourg — higher than all but two states, namely the Principality of Monaco and the British overseas territory of Gibraltar.[73]
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On 29 February 2020 Luxembourg became the first country to introduce no-charge public transportation which will be almost completely funded through tax revenue.[74]
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The telecommunications industry in Luxembourg is liberalised and the electronic communications networks are significantly developed. Competition between the different operators is guaranteed by the legislative framework Paquet Telecom[75] of the Government of 2011 which transposes the European Telecom Directives into Luxembourgish law. This encourages the investment in networks and services. The regulator ILR – Institut Luxembourgeois de Régulation[76] ensures the compliance to these legal rules.
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Luxembourg has modern and widely deployed optical fiber and cable networks throughout the country. In 2010, the Luxembourg Government launched its National strategy for very high-speed networks with the aim to become a global leader in terms of very high-speed broadband by achieving full 1 Gbit/s coverage of the country by 2020.[77] In 2011, Luxembourg had an NGA coverage of 75%.[78] In April 2013 Luxembourg featured the 6th highest download speed worldwide and the 2nd highest in Europe: 32,46 Mbit/s.[79] The country's location in Central Europe, stable economy and low taxes favour the telecommunication industry.[80][81][82]
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It ranks 2nd in the world in the development of the Information and Communication Technologies in the ITU ICT Development Index and 8th in the Global Broadband Quality Study 2009 by the University of Oxford and the University of Oviedo.[83][84][85][86]
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Luxembourg is connected to all major European Internet Exchanges (AMS-IX Amsterdam,[87] DE-CIX Frankfurt,[88] LINX London),[89] datacenters and POPs through redundant optical networks.[90][91][92][93][94] In addition, the country is connected to the virtual meetme room services (vmmr)[95] of the international data hub operator Ancotel.[96] This enables Luxembourg to interconnect with all major telecommunication operators[97] and data carriers worldwide. The interconnection points are in Frankfurt, London, New York and Hong Kong.[98] Luxembourg has established itself as one of the leading financial technology (FinTech) hubs in Europe, with the Luxembourg government supporting initiatives like the Luxembourg House of Financial Technology.[99]
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Some 20 data centres[100][101][102] are operating in Luxembourg. Six data centers are Tier IV Design certified: three of ebrc,[103] two of LuxConnect[104][105] and one of European Data Hub.[106] In a survey on nine international data centers carried out in December 2012 and January 2013 and measuring availability (up-time) and performance (delay by which the data from the requested website was received), the top three positions were held by Luxembourg data centers.[107][108]
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The people of Luxembourg are called Luxembourgers.[110] The immigrant population increased in the 20th century due to the arrival of immigrants from Belgium, France, Italy, Germany, and Portugal, with the majority coming from the latter: in 2013 there were about 88,000 inhabitants with Portuguese nationality.[111] In 2013, there were 537,039 permanent residents, 44.5% of which were of foreign background or foreign nationals; the largest foreign ethnic groups were the Portuguese, comprising 16.4% of the total population, followed by the French (6.6%), Italians (3.4%), Belgians (3.3%) and Germans (2.3%). Another 6.4% were of other EU background, while the remaining 6.1% were of other non-EU, but largely other European, background.[112]
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Since the beginning of the Yugoslav wars, Luxembourg has seen many immigrants from Bosnia and Herzegovina, Montenegro, and Serbia. Annually, over 10,000 new immigrants arrive in Luxembourg, mostly from the EU states, as well as Eastern Europe. In 2000 there were 162,000 immigrants in Luxembourg, accounting for 37% of the total population. There were an estimated 5,000 illegal immigrants in Luxembourg in 1999.[113]
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The linguistic situation of Luxembourg is characterized by the existence of a language specific to the local population (Luxembourgish), which is partially mutually intelligible with the neighboring High German, as well as the historical presence of the French and German languages.
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Three languages are recognised as official in Luxembourg: French, German and Luxembourgish, a Franconian language of the Moselle region that is also spoken in neighbouring parts of Belgium, Germany and France. Though Luxembourgish is part of the West Central German group of High German languages, more than 5,000 words in the language are of French origin.[114][115] The first printed sentences in Luxembourgish appeared in a weekly journal, the Luxemburger Wochenblatt, in the second edition on 14 April 1821.
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Apart from being one of the three official languages, Luxembourgish is also considered the national language of the Grand Duchy; it is the mother tongue or "language of the heart" for the local population.[116]
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Every citizen or resident has the right to address the administration in the language of their choice among the three official languages and to be answered in that language.
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Due to the historical influence of the Napoleonic Code on the legal system of the Grand Duchy, French is the sole language of the legislation. French is generally the preferred language of the government, administration and justice. The parliamentary debates are however mostly conducted in Luxembourgish, whereas the written government communications and the official documents (e.g. administrative or judicial decisions, passports etc.) are drafted only in French.
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Each of the three languages is used as the primary language in certain spheres of everyday life, without being exclusive. Luxembourgish is the language that Luxembourgers generally use to speak to each other, but it is seldom used as written language and the numerous expatriate workers (approximately 60% of the population) generally do not use it to speak to each other. Since the 1980s, however, an increasing number of novels have been written in Luxembourgish. Most official business is carried out in French. German is very often used in much of the media along with French.[117] French is mostly used for written communications to the public (written official statements, advertising displays, road signs etc. are generally in French).
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A 2009 survey pointed out that French was the language spoken by most inhabitants (99%), followed by Luxembourgish (82%), German (81%), and English (72%).[118]
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Although professional life is largely multilingual, French is described by private sector business leaders as the main working language of their companies (56%), followed by Luxembourgish (20%), English (18%), and German (6%).[119]
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Due to the large community of Portuguese origin, the Portuguese language is de facto fairly present in Luxembourg though it remains limited to the relationships inside this community; although Portuguese does not have any official status, the administration sometimes holds certain informative documents available in Portuguese.
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Luxembourg is a secular state, but the state recognises certain religions as officially mandated religions. This gives the state a hand in religious administration and appointment of clergy, in exchange for which the state pays certain running costs and wages. Religions covered by such arrangements are Roman Catholicism, Judaism, Greek Orthodoxy, Anglicanism, Russian Orthodoxy, Lutheranism, Calvinism, Mennonitism, and Islam.[120]
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Since 1980 it has been illegal for the government to collect statistics on religious beliefs or practices.[121] An estimation by the CIA Factbook for the year 2000 is that 87% of Luxembourgers are Catholic, including the grand ducal family, the remaining 13% being made up of Protestants, Orthodox Christians, Jews, Muslims, and those of other or no religion.[122] According to a 2010 Pew Research Center study, 70.4% are Christian, 2.3% Muslim, 26.8% unaffiliated, and 0.5% other religions.[123]
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According to a 2005 Eurobarometer poll,[124] 44% of Luxembourg citizens responded that "they believe there is a God", whereas 28% answered that "they believe there is some sort of spirit or life force", and 22% that "they do not believe there is any sort of spirit, god, or life force".
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Luxembourg's education system is trilingual: the first years of primary school are in Luxembourgish, before changing to German; while in secondary school, the language of instruction changes to French.[125] Proficiency in all three languages is required for graduation from secondary school, but half the students leave school without a certified qualification, with the children of immigrants being particularly disadvantaged.[126] In addition to the three national languages, English is taught in compulsory schooling and much of the population of Luxembourg can speak English. The past two decades have highlighted the growing importance of English in several sectors, in particular the financial sector. Portuguese, the language of the largest immigrant community, is also spoken by large segments of the population, but by relatively few from outside the Portuguese-speaking community.[127]
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The University of Luxembourg is the only university based in Luxembourg. In 2014, Luxembourg School of Business, a graduate business school, has been created through private initiative and has received the accreditation from the Ministry of Higher Education and Research of Luxembourg in 2017.[128][129] Two American universities maintain satellite campuses in the country, Miami University (Dolibois European Center) and Sacred Heart University (Luxembourg Campus).[130]
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According to data from the World Health Organization, healthcare spending on behalf of the government of Luxembourg topped $4.1 Billion, amounting to about $8,182 for each citizen in the nation.[131][132] The nation of Luxembourg collectively spent nearly 7% of its Gross Domestic Product on health, placing it among the highest spending countries on health services and related programs in 2010 among other well-off nations in Europe with high average income among its population.[133]
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Luxembourg has been overshadowed by the culture of its neighbours. It retains a number of folk traditions, having been for much of its history a profoundly rural country. There are several notable museums, located mostly in the capital. These include the National Museum of History and Art (NMHA), the Luxembourg City History Museum, and the new Grand Duke Jean Museum of Modern Art (Mudam). The National Museum of Military History (MNHM) in Diekirch is especially known for its representations of the Battle of the Bulge. The city of Luxembourg itself is on the UNESCO World Heritage List, on account of the historical importance of its fortifications.[134]
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The country has produced some internationally known artists, including the painters Théo Kerg, Joseph Kutter and Michel Majerus, and photographer Edward Steichen, whose The Family of Man exhibition has been placed on UNESCO's Memory of the World register, and is now permanently housed in Clervaux. Movie star Loretta Young was of Luxembourgish descent.
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Luxembourg was the first city to be named European Capital of Culture twice. The first time was in 1995. In 2007, the European Capital of Culture[135] was to be a cross-border area consisting of the Grand Duchy of Luxembourg, the Rheinland-Pfalz and Saarland in Germany, the Walloon Region and the German-speaking part of Belgium, and the Lorraine area in France. The event was an attempt to promote mobility and the exchange of ideas, crossing borders physically, psychologically, artistically and emotionally.
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Luxembourg was represented at the World Expo 2010 in Shanghai, China, from 1 May to 31 October 2010 with its own pavilion.[136][137] The pavilion was based on the transliteration of the word Luxembourg into Chinese, "Lu Sen Bao", which means "Forest and Fortress". It represented Luxembourg as the "Green Heart in Europe".[138]
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Unlike most countries in Europe, sport in Luxembourg is not concentrated upon a particular national sport, but encompasses a number of sports, both team and individual. Despite the lack of a central sporting focus, over 100,000 people in Luxembourg, out of a total population of near 500,000–600,000, are licensed members of one sports federation or another.[139] The largest sports venue in the country is d'Coque, an indoor arena and Olympic swimming pool in Kirchberg, north-eastern Luxembourg City, which has a capacity of 8,300. The arena is used for basketball, handball, gymnastics, and volleyball, including the final of the 2007 Women's European Volleyball Championship. The national stadium (also the country's largest) is the Stade Josy Barthel, in western Luxembourg City; named after the country's only official Olympic gold medallist, the stadium has a capacity of 8,054.
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Luxembourg cuisine reflects its position on the border between the Latin and Germanic worlds, being heavily influenced by the cuisines of neighboring France and Germany. More recently, it has been enriched by its many Italian and Portuguese immigrants.
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Most native Luxembourg dishes, consumed as the traditional daily fare, share roots in the country's folk dishes the same as in neighboring Germany.
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Luxembourg sells the most alcohol in Europe per capita.[140] However, the large proportion of alcohol purchased by customers from neighboring countries contributes to the statistically high level of alcohol sales per capita; this level of alcohol sales is thus not representative of the actual alcohol consumption of the Luxembourg population.[141]
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The main languages of media in Luxembourg are French and German. The newspaper with the largest circulation is the German-language daily Luxemburger Wort.[142] Because of the strong multilingualism in Luxembourg, newspapers often alternate articles in French and articles in German, without translation. In addition there are both English and Portuguese radio and national print publications, but accurate audience figures are difficult to gauge since the national media survey by ILRES[143] is conducted in French.
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Luxembourg is known in Europe for its radio and television stations (Radio Luxembourg and RTL Group). It is also the uplink home of SES, carrier of major European satellite services for Germany and Britain.
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Due to a 1988 law that established a special tax scheme for audiovisual investment, the film and co-production in Luxembourg has grown steadily.[144] There are some 30 registered production companies in Luxembourg.[145][146]
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Luxembourg won an Oscar in 2014 in the Animated Short Films category with Mr Hublot.
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Arctica or Arctida[1] was an ancient continent which formed approximately 2.565 billion years ago in the Neoarchean era. It was made of Archaean cratons, including the Siberian Craton, with its Anabar/Aldan shields in Siberia,[2] and the Slave, Wyoming, Superior, and North Atlantic cratons in North America.[3] Arctica was named by Rogers 1996 because the Arctic Ocean formed by the separation of the North American and Siberian cratons.[4] Russian geologists writing in English call the continent "Arctida" since it was given that name in 1987,[1] alternatively the Hyperborean craton,[5] in reference to the hyperboreans in Greek mythology.
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Nikolay Shatsky (Shatsky 1935) was the first to assume that the crust in the Arctic region was of continental origin.[6] Shatsky, however, was a "fixist" and, erroneously, explained the presence of Precambrian and Paleozoic metamorphic rocks on the New Siberian, Wrangel, and De long Islands with subduction. "Mobilists", on the other hand, also erroneously, proposed that North America had rifted from Eurasia and that the Arctic basins had opened behind a retreating Alaska.[7]
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In his reconstruction of the supercontinent cycle, Rogers proposed that the continent Ur formed at about 3 Ga and formed East Gondwana in the Middle Proterozoic by accretion to East Antarctica; Arctica formed around 2.5–2 Ga by the amalgamation of the Canadian and Siberian shields plus Greenland; and Atlantica formed around 2 Ga by the amalgamation of the West African Craton and eastern South America. Arctica then grew around 1.5 Ga by accretion of East Antarctica and Baltica to form the supercontinent Nena. Around 1 Ga Nena, Ur, and Atlantica collided to form the supercontinent Rodinia.[8]
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Rogers & Santosh 2003 argued that most cratons that were around at 2.5 Ga most likely formed in a single region simply because they were located in a single region in Pangaea, which is the reason Rogers argued for the existence of Arctica.
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The core of Arctica was the Canadian Shield, which Williams et al. 1991 named Kenorland. They argued that this continent formed around 2.5 Ga then rifted before reassembling along the 1.8 Ga Trans-Hudson and Taltson-Thelon orogenies. These two orogenies are derived from continental crust (not oceanic crust) and were probably intracontinental, leaving Kenorland intact from 2.5 Ga to present. Correlations between orogenies in Canada and Siberia remain more controversial.[9]
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Laurentia and Baltica were connected during the Late Palaeoproterzoic (1.7–1.74 Ga) and Siberia later joined them. Paleomagnetic reconstructions indicate that they formed a single supercontinent during the Mesoproterozoic (1.5–1.45 Ga) but paleomagnetic data and geological evidences also suggest a considerable spatial gap between Siberia and Laurentia and Arctica is thought to be the missing link.[10]
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The current geological structure of the Arctic Region is the result of tectonic processes during the Mesozoic and Cenozoic (250 Ma to present) when the Amerasian and Eurasian basins formed, but the presence of Precambrian metamorphic complexes discovered in the 1980s indicated a continent once existed between Laurentia, Baltica, and Siberia.[11]
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In the reconstruction of Metelkin, Vernikovsky & Matushkin 2015, Arctica originally formed as a continent during the Tonian 950 Ma and became part of the supercontinent Rodinia. It reformed during the Permian-Triassic 255 Ma and became part of Pangaea. During this period the configuration of Arctica changed and the continent moved from near the Equator to near the North Pole while keeping its position between three major cratons: Laurentia, Baltica, and Siberia.[1][12]
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An extended magmatic event, the High Arctic Large Igneous Province, broke Arctica in part 130–90 Ma, opened the Arctic Ocean, and left radiating dyke swarms across the Arctic.[13]
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Fragments of this continent include the Kara Shelf, New Siberian Islands, northern Alaska, Chukotka Peninsula, Inuit Fold Belt in northern Greenland, and two Arctic underwater ridges, the Lomonosov and Alpha-Mendeleev Ridges. More recent reconstructions also include Barentsia (including Svalbard and Timan-Pechora Plates).[11]
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Remains of the last continent are now located on the Kara Sea Shelf, New Siberian Islands and adjacent shelf, Alaska north of Brooks Ridge, Chukchi Peninsula in eastern-most Siberia, and fragments in northern Greenland and Northern Canada and in the submerged Lomonosov Ridge.[14]
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Africa
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Antarctica
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Asia
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Australia
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Europe
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North America
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South America
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Afro-Eurasia
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America
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Eurasia
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Oceania
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– in Europe (green & dark grey)– in the European Union (green)
|
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Luxembourg (/ˈlʌksəmbɜːrɡ/ (listen) LUK-səm-burg;[6] Luxembourgish: Lëtzebuerg [ˈlətsəbuə̯ɕ] (listen); French: Luxembourg; German: Luxemburg), officially the Grand Duchy of Luxembourg,[c] is a landlocked country in Western Europe. It is bordered by Belgium to the west and north, Germany to the east, and France to the south. Its capital, Luxembourg City, is one of the four official capitals of the European Union[7] (together with Brussels, Frankfurt, and Strasbourg) and the seat of the Court of Justice of the European Union, the highest judicial authority in the EU. Its culture, people, and languages are highly intertwined with its neighbours, making it essentially a mixture of French and German cultures, as evident by the nation's three official languages: French, German, and the national language of Luxembourgish. The repeated invasions by Germany, especially in World War II, resulted in the country's strong will for mediation between France and Germany and, among other things, led to the foundation of the European Union.[8]
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With an area of 2,586 square kilometres (998 sq mi), it is one of the smallest sovereign states in Europe.[9] In 2019, Luxembourg had a population of 626,108, which makes it one of the least-populous countries in Europe,[10] but by far the one with the highest population growth rate.[11] Foreigners account for nearly half of Luxembourg's population.[12] As a representative democracy with a constitutional monarch, it is headed by Grand Duke Henri and is the world's only remaining sovereign grand duchy. Luxembourg is a developed country, with an advanced economy and one of the world's highest GDP (PPP) per capita, as well as being one of the smallest countries in Europe. The City of Luxembourg with its old quarters and fortifications was declared a UNESCO World Heritage Site in 1994 due to the exceptional preservation of the vast fortifications and the old city.[13]
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The history of Luxembourg is considered to begin in 963, when count Siegfried acquired a rocky promontory and its Roman-era fortifications known as Lucilinburhuc, "little castle", and the surrounding area from the Imperial Abbey of St. Maximin in nearby Trier.[14][15] Siegfried's descendants increased their territory through marriage, war and vassal relations. At the end of the 13th century, the counts of Luxembourg reigned over a considerable territory.[16] In 1308, Henry VII became King of the Germans and later Holy Roman Emperor. The House of Luxembourg produced four emperors during the High Middle Ages. In 1354, Charles IV elevated the county to the Duchy of Luxembourg. The duchy eventually became part of the Burgundian Circle and then one of the Seventeen Provinces of the Habsburg Netherlands.[17]
|
12 |
+
Over the centuries, the City and Fortress of Luxembourg, of great strategic importance situated between the Kingdom of France and the Habsburg territories, was gradually built up to be one of the most reputed fortifications in Europe. After belonging to both the France of Louis XIV and the Austria of Maria Theresa, Luxembourg became part of the First French Republic and Empire under Napoleon.[18]
|
13 |
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14 |
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The present-day state of Luxembourg first emerged at the Congress of Vienna in 1815. The Grand Duchy, with its powerful fortress, became an independent state under the personal possession of William I of the Netherlands with a Prussian garrison to guard the city against another invasion from France.[19] In 1839, following the turmoil of the Belgian Revolution, the purely French-speaking part of Luxembourg was ceded to Belgium and the Luxembourgish-speaking part (except the Arelerland, the area around Arlon) became what is the present state of Luxembourg.[20]
|
15 |
+
|
16 |
+
Luxembourg is a founding member of the European Union, OECD, United Nations, NATO, and Benelux. The city of Luxembourg, which is the country's capital and largest city, is the seat of several institutions and agencies of the EU. Luxembourg served on the United Nations Security Council for the years 2013 and 2014, which was a first in the country's history.[21] As of 2020, Luxembourg citizens had visa-free or visa-on-arrival access to 187 countries and territories, ranking the Luxembourgish passport fifth in the world, tied with Denmark and Spain.[22]
|
17 |
+
|
18 |
+
The recorded history of Luxembourg begins with the acquisition of Lucilinburhuc[24] (today Luxembourg Castle) situated on the Bock rock by Siegfried, Count of Ardennes, in 963 through an exchange act with St. Maximin's Abbey, Trier.[25] Around this fort, a town gradually developed, which became the centre of a state of great strategic value.
|
19 |
+
|
20 |
+
In the 14th and early 15th centuries, three members of the House of Luxembourg reigned as Holy Roman Emperors. In 1437, the House of Luxembourg suffered a succession crisis, precipitated by the lack of a male heir to assume the throne, which led to the territories being sold by Duchess Elisabeth to Philip the Good of Burgundy.[26]
|
21 |
+
|
22 |
+
In the following centuries, Luxembourg's fortress was steadily enlarged and strengthened by its successive occupants, the Bourbons, Habsburgs, Hohenzollerns and the French.
|
23 |
+
|
24 |
+
After the defeat of Napoleon in 1815, Luxembourg was disputed between Prussia and the Netherlands. The Congress of Vienna formed Luxembourg as a Grand Duchy within the German Confederation. The Dutch king became, in personal union, the grand duke. Although he was supposed to rule the grand duchy as an independent country with an administration of its own, in reality he treated it similarly to a Dutch province. The Fortress of Luxembourg was manned by Prussian troops for the German Confederation.[27] This arrangement was revised by the 1839 First Treaty of London, from which date Luxembourg's full independence is reckoned.[28][29][30][31]
|
25 |
+
|
26 |
+
At the time of the Belgian Revolution of 1830–1839, and by the 1839 Treaty establishing full independence, Luxembourg's territory was reduced by more than half, as the predominantly francophone western part of the country was transferred to Belgium. In 1842 Luxembourg joined the German Customs Union (Zollverein).[32][33] This resulted in the opening of the German market, the development of Luxembourg's steel industry, and expansion of Luxembourg's railway network from 1855 to 1875, particularly the construction of the Luxembourg-Thionville railway line, with connections from there to the European industrial regions.[34] While Prussian troops still manned the fortress, in 1861, the Passerelle was opened, the first road bridge spanning the Pétrusse river valley, connecting the Ville Haute and the main fortification on the Bock with Luxembourg railway station, opened in 1859, on the then fortified Bourbon plateau to the south.
|
27 |
+
|
28 |
+
After the Luxembourg Crisis of 1866 nearly led to war between Prussia and France, the Grand Duchy's independence and neutrality were again affirmed by the 1867 Second Treaty of London, Prussia's troops were withdrawn from the Fortress of Luxembourg, and its Bock and surrounding fortifications were dismantled.[35]
|
29 |
+
|
30 |
+
The King of the Netherlands remained Head of State as Grand Duke of Luxembourg, maintaining a personal union between the two countries until 1890. At the death of William III, the throne of the Netherlands passed to his daughter Wilhelmina, while Luxembourg (then restricted to male heirs by the Nassau Family Pact) passed to Adolph of Nassau-Weilburg.[36]
|
31 |
+
|
32 |
+
At the time of the Franco-Prussian war in 1870, despite allegations about French use of the Luxembourg railways for passing soldiers from Metz (then part of France) through the Duchy, and for forwarding provisions to Thionville, Luxembourg's neutrality was respected by Germany, and neither France nor Germany invaded the country.[37][38] But in 1871, as a result of Germany's victory over France, Luxembourg's boundary with Lorraine, containing Metz and Thionville, changed from being a frontier with a part of France to a frontier with territory annexed to the German Empire as Alsace-Lorraine under the Treaty of Frankfurt. This allowed Germany the military advantage of controlling and expanding the railways there.
|
33 |
+
|
34 |
+
In August 1914, Imperial Germany violated Luxembourg's neutrality in the war by invading it in the war against France. This allowed Germany to use the railway lines, while at the same time denying them to France. Nevertheless, despite the German occupation, Luxembourg was allowed to maintain much of its independence and political mechanisms.
|
35 |
+
|
36 |
+
In 1940, after the outbreak of World War II, Luxembourg's neutrality was again violated when the Wehrmacht of Nazi Germany entered the country, "entirely without justification".[39] In contrast to the First World War, under the German occupation of Luxembourg during World War II, the country was treated as German territory and informally annexed to the adjacent province of the Third Reich. A government in exile based in London supported the Allies, sending a small group of volunteers who participated in the Normandy invasion. Luxembourg was liberated in September 1944, and became a founding member of the United Nations in 1945. Luxembourg's neutral status under the constitution formally ended in 1948, and in 1949 it became a founding member of NATO.
|
37 |
+
|
38 |
+
In 1951, Luxembourg became one of the six founding countries of the European Coal and Steel Community, which in 1957 would become the European Economic Community and in 1993 the European Union. In 1999 Luxembourg joined the Eurozone. In 2005, a referendum on the EU treaty establishing a constitution for Europe was held.[40]
|
39 |
+
|
40 |
+
The steel industry exploiting the Red Lands' rich iron-ore grounds in the beginning of the 20th century drove the country's industrialisation. After the decline of the steel industry in the 1970s, the country focused on establishing itself as a global financial centre and developed into the banking hub it is reputed for. Since the beginning of the 21st century, its governments have focused on developing the country into a knowledge economy, with the founding of the University of Luxembourg and a national space programme, projecting the first involvement in a robotic lunar expedition by 2020.[41]
|
41 |
+
|
42 |
+
Luxembourg is described as a "full democracy",[42] with a parliamentary democracy headed by a constitutional monarch. Executive power is exercised by the grand duke and the cabinet, which consists of several other ministers.[43] The Constitution of Luxembourg, the supreme law of Luxembourg, was adopted on 17 October 1868.[44] The grand duke has the power to dissolve the legislature, in which case new elections must be held within three months. However, since 1919, sovereignty has resided with the nation, exercised by the grand duke in accordance with the Constitution and the law.[45]
|
43 |
+
|
44 |
+
Legislative power is vested in the Chamber of Deputies, a unicameral legislature of sixty members, who are directly elected to five-year terms from four constituencies. A second body, the Council of State (Conseil d'État), composed of twenty-one ordinary citizens appointed by the grand duke, advises the Chamber of Deputies in the drafting of legislation.[46]
|
45 |
+
|
46 |
+
Luxembourg has three lower tribunals (justices de paix; in Esch-sur-Alzette, the city of Luxembourg, and Diekirch), two district tribunals (Luxembourg and Diekirch), and a Superior Court of Justice (Luxembourg), which includes the Court of Appeal and the Court of Cassation. There is also an Administrative Tribunal and an Administrative Court, as well as a Constitutional Court, all of which are located in the capital.
|
47 |
+
|
48 |
+
Luxembourg is divided into 12 cantons, which are further divided into 102 communes.[47] Twelve of the communes have city status; the city of Luxembourg is the largest.
|
49 |
+
|
50 |
+
Luxembourg has long been a prominent supporter of European political and economic integration. In 1921, Luxembourg and Belgium formed the Belgium–Luxembourg Economic Union (BLEU) to create a regime of inter-exchangeable currency and a common customs, foreshadowing later efforts at European integration.[33] Luxembourg is a member of the Benelux Economic Union and was one of the founding members of the European Economic Community (now the European Union). It also participates in the Schengen Group (named after the Luxembourg village of Schengen where the agreements were signed), whose goal is the free movement of citizens among member states. At the same time, the majority of Luxembourgers have consistently believed that European unity makes sense only in the context of a dynamic transatlantic relationship, and thus have traditionally pursued a pro-NATO, pro-US foreign policy.[citation needed]
|
51 |
+
|
52 |
+
Luxembourg is the site of the Court of Justice of the European Union, the European Court of Auditors, the Statistical Office of the European Communities ("Eurostat") and other vital EU organs. The Secretariat of the European Parliament is located in Luxembourg, but the Parliament usually meets in Brussels and sometimes in Strasbourg.
|
53 |
+
|
54 |
+
The Army is situated on the "Härebierg" which is Luxemburgish and translates to "men's mountain".[48] The army is under civilian control, with the grand duke as Commander-in-Chief. The Minister for Defence, François Bausch, oversees army operations. The professional head of the army is the Chief of Defence, who answers to the minister and holds the rank of general.
|
55 |
+
|
56 |
+
Being a landlocked country, it has no navy. Luxembourg also lacks an air force, though the 17 NATO AWACS aeroplanes are, for convenience, registered as aircraft of Luxembourg.[49] In accordance with a joint agreement with Belgium, both countries have put forth funding for one A400M military cargo plane.[50]
|
57 |
+
|
58 |
+
Luxembourg has participated in the Eurocorps, has contributed troops to the UNPROFOR and IFOR missions in former Yugoslavia, and has participated with a small contingent in the NATO SFOR mission in Bosnia and Herzegovina. Luxembourg troops have also deployed to Afghanistan, to support ISAF. The army has also participated in humanitarian relief missions such as setting up refugee camps for Kurds and providing emergency supplies to Albania.[51]
|
59 |
+
|
60 |
+
Luxembourg is one of the smallest countries in Europe, and ranked 167th in size of all the 194 independent countries of the world; the country is about 2,586 square kilometres (998 sq mi) in size, and measures 82 km (51 mi) long and 57 km (35 mi) wide. It lies between latitudes 49° and 51° N, and longitudes 5° and 7° E.[52]
|
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+
|
62 |
+
To the east, Luxembourg borders the German Bundesländer of Rhineland-Palatinate and Saarland, and to the south, it borders the French région of Grand Est (Lorraine). The Grand Duchy borders the Belgian Walloon Region, in particular the latter's provinces of Luxembourg and Liège, part of which comprises the German-speaking Community of Belgium, to the west and to the north, respectively.
|
63 |
+
|
64 |
+
The northern third of the country is known as the 'Oesling', and forms part of the Ardennes. It is dominated by hills and low mountains, including the Kneiff near Wilwerdange,[53] which is the highest point, at 560 metres (1,837 ft). Other mountains are the 'Buurgplaaz' at 559 metres near Huldange and the 'Napoléonsgaard' at 554 metres near Rambrouch. The region is sparsely populated, with only one town (Wiltz) with a population of more than four thousand people.
|
65 |
+
|
66 |
+
The southern two-thirds of the country is called the "Gutland", and is more densely populated than the Oesling. It is also more diverse and can be divided into five geographic sub-regions. The Luxembourg plateau, in south-central Luxembourg, is a large, flat, sandstone formation, and the site of the city of Luxembourg. Little Switzerland, in the east of Luxembourg, has craggy terrain and thick forests. The Moselle valley is the lowest-lying region, running along the southeastern border. The Red Lands, in the far south and southwest, are Luxembourg's industrial heartland and home to many of Luxembourg's largest towns.
|
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The border between Luxembourg and Germany is formed by three rivers: the Moselle, the Sauer, and the Our. Other major rivers are the Alzette, the Attert, the Clerve, and the Wiltz. The valleys of the mid-Sauer and Attert form the border between the Gutland and the Oesling.
|
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According to the 2012 Environmental Performance Index, Luxembourg is one of the world's best performers in environmental protection, ranking 4th out of 132 assessed countries[54] Luxembourg also ranks 6th among the top ten most livable cities in the world by Mercer's.[55]
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Luxembourg has an oceanic climate (Köppen: Cfb), marked by high precipitation, particularly in late summer. The summers are warm and winters cool.[56]
|
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Luxembourg's stable and high-income market economy features moderate growth, low inflation, and a high level of innovation.[57] Unemployment is traditionally low, although it had risen to 6.1% by May 2012, due largely to the effect of the 2008 global financial crisis.[58] In 2011, according to the IMF, Luxembourg was the second richest country in the world, with a per capita GDP on a purchasing-power parity (PPP) basis of $80,119.[59] Its GDP per capita in purchasing power standards was 261% of the EU average (100%) in 2019.[60] Luxembourg is ranked 13th in The Heritage Foundation's Index of Economic Freedom,[61] 26th in the United Nations Human Development Index, and 4th in the Economist Intelligence Unit's quality of life index.[62]
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The industrial sector, which was dominated by steel until the 1960s, has since diversified to include chemicals, rubber, and other products. During the past decades, growth in the financial sector has more than compensated for the decline in steel production. Services, especially banking and finance, account for the majority of economic output. Luxembourg is the world's second largest investment fund centre (after the United States), the most important private banking centre in the Eurozone and Europe's leading centre for reinsurance companies. Moreover, the Luxembourg government has aimed to attract Internet start-ups, with Skype and Amazon being two of the many Internet companies that have shifted their regional headquarters to Luxembourg. Other high-tech companies have established themselves in Luxembourg, including 3D scanner developer/manufacturer Artec 3D.
|
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In April 2009, concern about Luxembourg's banking secrecy laws, as well as its reputation as a tax haven, led to its being added to a "grey list" of nations with questionable banking arrangements by the G20. In response, the country soon after adopted OECD standards on exchange of information and was subsequently added into the category of "jurisdictions that have substantially implemented the internationally agreed tax standard".[63][64] In March 2010, the Sunday Telegraph reported that most of Kim Jong-Il's $4 billion in secret accounts is in Luxembourg banks.[65] Amazon.co.uk also benefits from Luxembourg tax loopholes by channeling substantial UK revenues as reported by The Guardian in April 2012.[66] Luxembourg ranked third on the Tax Justice Network's 2011 Financial Secrecy Index of the world's major tax havens, scoring only slightly behind the Cayman Islands.[67] In 2013, Luxembourg is ranked as the 2nd safest tax haven in the world, behind Switzerland.
|
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In early November 2014, just days after becoming head of the European Commission, the Luxembourg's former Prime Minister Jean-Claude Juncker was hit by media disclosures—derived from a document leak known as Luxembourg Leaks—that Luxembourg under his premiership had turned into a major European centre of corporate tax avoidance.[68]
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Agriculture employed about 2.1% percent of Luxembourg's active population in 2010, when there were 2200 agricultural holdings with an average area per holding of 60 hectares.[69]
|
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Luxembourg has especially close trade and financial ties to Belgium and the Netherlands (see Benelux), and as a member of the EU it enjoys the advantages of the open European market.
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With $171 billion in May 2015, the country ranks eleventh in the world in holdings of U.S. Treasury securities.[70] However, securities owned by non-Luxembourg residents, but held in custodial accounts in Luxembourg, are also included in this figure.[71]
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As of 2019[update], public debt of Luxembourg was at $15,687,000,000, or a per capita debt of $25,554. The debt to GDP was 22.10%.[72]
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Luxembourg has road, rail and air transport facilities and services. The road network has been significantly modernised in recent years with 147 km (91 mi) of motorways connecting the capital to adjacent countries. The advent of the high-speed TGV link to Paris has led to renovation of the city's railway station and a new passenger terminal at Luxembourg Airport was opened in 2008. Luxembourg city reintroduced trams in December 2017 and there are plans to open light-rail lines in adjacent areas within the next few years.
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The number of cars per 1000 persons amount to 680.1 in Luxembourg — higher than all but two states, namely the Principality of Monaco and the British overseas territory of Gibraltar.[73]
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On 29 February 2020 Luxembourg became the first country to introduce no-charge public transportation which will be almost completely funded through tax revenue.[74]
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The telecommunications industry in Luxembourg is liberalised and the electronic communications networks are significantly developed. Competition between the different operators is guaranteed by the legislative framework Paquet Telecom[75] of the Government of 2011 which transposes the European Telecom Directives into Luxembourgish law. This encourages the investment in networks and services. The regulator ILR – Institut Luxembourgeois de Régulation[76] ensures the compliance to these legal rules.
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Luxembourg has modern and widely deployed optical fiber and cable networks throughout the country. In 2010, the Luxembourg Government launched its National strategy for very high-speed networks with the aim to become a global leader in terms of very high-speed broadband by achieving full 1 Gbit/s coverage of the country by 2020.[77] In 2011, Luxembourg had an NGA coverage of 75%.[78] In April 2013 Luxembourg featured the 6th highest download speed worldwide and the 2nd highest in Europe: 32,46 Mbit/s.[79] The country's location in Central Europe, stable economy and low taxes favour the telecommunication industry.[80][81][82]
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It ranks 2nd in the world in the development of the Information and Communication Technologies in the ITU ICT Development Index and 8th in the Global Broadband Quality Study 2009 by the University of Oxford and the University of Oviedo.[83][84][85][86]
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Luxembourg is connected to all major European Internet Exchanges (AMS-IX Amsterdam,[87] DE-CIX Frankfurt,[88] LINX London),[89] datacenters and POPs through redundant optical networks.[90][91][92][93][94] In addition, the country is connected to the virtual meetme room services (vmmr)[95] of the international data hub operator Ancotel.[96] This enables Luxembourg to interconnect with all major telecommunication operators[97] and data carriers worldwide. The interconnection points are in Frankfurt, London, New York and Hong Kong.[98] Luxembourg has established itself as one of the leading financial technology (FinTech) hubs in Europe, with the Luxembourg government supporting initiatives like the Luxembourg House of Financial Technology.[99]
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Some 20 data centres[100][101][102] are operating in Luxembourg. Six data centers are Tier IV Design certified: three of ebrc,[103] two of LuxConnect[104][105] and one of European Data Hub.[106] In a survey on nine international data centers carried out in December 2012 and January 2013 and measuring availability (up-time) and performance (delay by which the data from the requested website was received), the top three positions were held by Luxembourg data centers.[107][108]
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The people of Luxembourg are called Luxembourgers.[110] The immigrant population increased in the 20th century due to the arrival of immigrants from Belgium, France, Italy, Germany, and Portugal, with the majority coming from the latter: in 2013 there were about 88,000 inhabitants with Portuguese nationality.[111] In 2013, there were 537,039 permanent residents, 44.5% of which were of foreign background or foreign nationals; the largest foreign ethnic groups were the Portuguese, comprising 16.4% of the total population, followed by the French (6.6%), Italians (3.4%), Belgians (3.3%) and Germans (2.3%). Another 6.4% were of other EU background, while the remaining 6.1% were of other non-EU, but largely other European, background.[112]
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Since the beginning of the Yugoslav wars, Luxembourg has seen many immigrants from Bosnia and Herzegovina, Montenegro, and Serbia. Annually, over 10,000 new immigrants arrive in Luxembourg, mostly from the EU states, as well as Eastern Europe. In 2000 there were 162,000 immigrants in Luxembourg, accounting for 37% of the total population. There were an estimated 5,000 illegal immigrants in Luxembourg in 1999.[113]
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The linguistic situation of Luxembourg is characterized by the existence of a language specific to the local population (Luxembourgish), which is partially mutually intelligible with the neighboring High German, as well as the historical presence of the French and German languages.
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Three languages are recognised as official in Luxembourg: French, German and Luxembourgish, a Franconian language of the Moselle region that is also spoken in neighbouring parts of Belgium, Germany and France. Though Luxembourgish is part of the West Central German group of High German languages, more than 5,000 words in the language are of French origin.[114][115] The first printed sentences in Luxembourgish appeared in a weekly journal, the Luxemburger Wochenblatt, in the second edition on 14 April 1821.
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Apart from being one of the three official languages, Luxembourgish is also considered the national language of the Grand Duchy; it is the mother tongue or "language of the heart" for the local population.[116]
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Every citizen or resident has the right to address the administration in the language of their choice among the three official languages and to be answered in that language.
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Due to the historical influence of the Napoleonic Code on the legal system of the Grand Duchy, French is the sole language of the legislation. French is generally the preferred language of the government, administration and justice. The parliamentary debates are however mostly conducted in Luxembourgish, whereas the written government communications and the official documents (e.g. administrative or judicial decisions, passports etc.) are drafted only in French.
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Each of the three languages is used as the primary language in certain spheres of everyday life, without being exclusive. Luxembourgish is the language that Luxembourgers generally use to speak to each other, but it is seldom used as written language and the numerous expatriate workers (approximately 60% of the population) generally do not use it to speak to each other. Since the 1980s, however, an increasing number of novels have been written in Luxembourgish. Most official business is carried out in French. German is very often used in much of the media along with French.[117] French is mostly used for written communications to the public (written official statements, advertising displays, road signs etc. are generally in French).
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A 2009 survey pointed out that French was the language spoken by most inhabitants (99%), followed by Luxembourgish (82%), German (81%), and English (72%).[118]
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Although professional life is largely multilingual, French is described by private sector business leaders as the main working language of their companies (56%), followed by Luxembourgish (20%), English (18%), and German (6%).[119]
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Due to the large community of Portuguese origin, the Portuguese language is de facto fairly present in Luxembourg though it remains limited to the relationships inside this community; although Portuguese does not have any official status, the administration sometimes holds certain informative documents available in Portuguese.
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Luxembourg is a secular state, but the state recognises certain religions as officially mandated religions. This gives the state a hand in religious administration and appointment of clergy, in exchange for which the state pays certain running costs and wages. Religions covered by such arrangements are Roman Catholicism, Judaism, Greek Orthodoxy, Anglicanism, Russian Orthodoxy, Lutheranism, Calvinism, Mennonitism, and Islam.[120]
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Since 1980 it has been illegal for the government to collect statistics on religious beliefs or practices.[121] An estimation by the CIA Factbook for the year 2000 is that 87% of Luxembourgers are Catholic, including the grand ducal family, the remaining 13% being made up of Protestants, Orthodox Christians, Jews, Muslims, and those of other or no religion.[122] According to a 2010 Pew Research Center study, 70.4% are Christian, 2.3% Muslim, 26.8% unaffiliated, and 0.5% other religions.[123]
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According to a 2005 Eurobarometer poll,[124] 44% of Luxembourg citizens responded that "they believe there is a God", whereas 28% answered that "they believe there is some sort of spirit or life force", and 22% that "they do not believe there is any sort of spirit, god, or life force".
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Luxembourg's education system is trilingual: the first years of primary school are in Luxembourgish, before changing to German; while in secondary school, the language of instruction changes to French.[125] Proficiency in all three languages is required for graduation from secondary school, but half the students leave school without a certified qualification, with the children of immigrants being particularly disadvantaged.[126] In addition to the three national languages, English is taught in compulsory schooling and much of the population of Luxembourg can speak English. The past two decades have highlighted the growing importance of English in several sectors, in particular the financial sector. Portuguese, the language of the largest immigrant community, is also spoken by large segments of the population, but by relatively few from outside the Portuguese-speaking community.[127]
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The University of Luxembourg is the only university based in Luxembourg. In 2014, Luxembourg School of Business, a graduate business school, has been created through private initiative and has received the accreditation from the Ministry of Higher Education and Research of Luxembourg in 2017.[128][129] Two American universities maintain satellite campuses in the country, Miami University (Dolibois European Center) and Sacred Heart University (Luxembourg Campus).[130]
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According to data from the World Health Organization, healthcare spending on behalf of the government of Luxembourg topped $4.1 Billion, amounting to about $8,182 for each citizen in the nation.[131][132] The nation of Luxembourg collectively spent nearly 7% of its Gross Domestic Product on health, placing it among the highest spending countries on health services and related programs in 2010 among other well-off nations in Europe with high average income among its population.[133]
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Luxembourg has been overshadowed by the culture of its neighbours. It retains a number of folk traditions, having been for much of its history a profoundly rural country. There are several notable museums, located mostly in the capital. These include the National Museum of History and Art (NMHA), the Luxembourg City History Museum, and the new Grand Duke Jean Museum of Modern Art (Mudam). The National Museum of Military History (MNHM) in Diekirch is especially known for its representations of the Battle of the Bulge. The city of Luxembourg itself is on the UNESCO World Heritage List, on account of the historical importance of its fortifications.[134]
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The country has produced some internationally known artists, including the painters Théo Kerg, Joseph Kutter and Michel Majerus, and photographer Edward Steichen, whose The Family of Man exhibition has been placed on UNESCO's Memory of the World register, and is now permanently housed in Clervaux. Movie star Loretta Young was of Luxembourgish descent.
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Luxembourg was the first city to be named European Capital of Culture twice. The first time was in 1995. In 2007, the European Capital of Culture[135] was to be a cross-border area consisting of the Grand Duchy of Luxembourg, the Rheinland-Pfalz and Saarland in Germany, the Walloon Region and the German-speaking part of Belgium, and the Lorraine area in France. The event was an attempt to promote mobility and the exchange of ideas, crossing borders physically, psychologically, artistically and emotionally.
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Luxembourg was represented at the World Expo 2010 in Shanghai, China, from 1 May to 31 October 2010 with its own pavilion.[136][137] The pavilion was based on the transliteration of the word Luxembourg into Chinese, "Lu Sen Bao", which means "Forest and Fortress". It represented Luxembourg as the "Green Heart in Europe".[138]
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Unlike most countries in Europe, sport in Luxembourg is not concentrated upon a particular national sport, but encompasses a number of sports, both team and individual. Despite the lack of a central sporting focus, over 100,000 people in Luxembourg, out of a total population of near 500,000–600,000, are licensed members of one sports federation or another.[139] The largest sports venue in the country is d'Coque, an indoor arena and Olympic swimming pool in Kirchberg, north-eastern Luxembourg City, which has a capacity of 8,300. The arena is used for basketball, handball, gymnastics, and volleyball, including the final of the 2007 Women's European Volleyball Championship. The national stadium (also the country's largest) is the Stade Josy Barthel, in western Luxembourg City; named after the country's only official Olympic gold medallist, the stadium has a capacity of 8,054.
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Luxembourg cuisine reflects its position on the border between the Latin and Germanic worlds, being heavily influenced by the cuisines of neighboring France and Germany. More recently, it has been enriched by its many Italian and Portuguese immigrants.
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Most native Luxembourg dishes, consumed as the traditional daily fare, share roots in the country's folk dishes the same as in neighboring Germany.
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Luxembourg sells the most alcohol in Europe per capita.[140] However, the large proportion of alcohol purchased by customers from neighboring countries contributes to the statistically high level of alcohol sales per capita; this level of alcohol sales is thus not representative of the actual alcohol consumption of the Luxembourg population.[141]
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The main languages of media in Luxembourg are French and German. The newspaper with the largest circulation is the German-language daily Luxemburger Wort.[142] Because of the strong multilingualism in Luxembourg, newspapers often alternate articles in French and articles in German, without translation. In addition there are both English and Portuguese radio and national print publications, but accurate audience figures are difficult to gauge since the national media survey by ILRES[143] is conducted in French.
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Luxembourg is known in Europe for its radio and television stations (Radio Luxembourg and RTL Group). It is also the uplink home of SES, carrier of major European satellite services for Germany and Britain.
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Due to a 1988 law that established a special tax scheme for audiovisual investment, the film and co-production in Luxembourg has grown steadily.[144] There are some 30 registered production companies in Luxembourg.[145][146]
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Luxembourg won an Oscar in 2014 in the Animated Short Films category with Mr Hublot.
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– in Europe (green & dark grey)– in the European Union (green)
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Luxembourg (/ˈlʌksəmbɜːrɡ/ (listen) LUK-səm-burg;[6] Luxembourgish: Lëtzebuerg [ˈlətsəbuə̯ɕ] (listen); French: Luxembourg; German: Luxemburg), officially the Grand Duchy of Luxembourg,[c] is a landlocked country in Western Europe. It is bordered by Belgium to the west and north, Germany to the east, and France to the south. Its capital, Luxembourg City, is one of the four official capitals of the European Union[7] (together with Brussels, Frankfurt, and Strasbourg) and the seat of the Court of Justice of the European Union, the highest judicial authority in the EU. Its culture, people, and languages are highly intertwined with its neighbours, making it essentially a mixture of French and German cultures, as evident by the nation's three official languages: French, German, and the national language of Luxembourgish. The repeated invasions by Germany, especially in World War II, resulted in the country's strong will for mediation between France and Germany and, among other things, led to the foundation of the European Union.[8]
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With an area of 2,586 square kilometres (998 sq mi), it is one of the smallest sovereign states in Europe.[9] In 2019, Luxembourg had a population of 626,108, which makes it one of the least-populous countries in Europe,[10] but by far the one with the highest population growth rate.[11] Foreigners account for nearly half of Luxembourg's population.[12] As a representative democracy with a constitutional monarch, it is headed by Grand Duke Henri and is the world's only remaining sovereign grand duchy. Luxembourg is a developed country, with an advanced economy and one of the world's highest GDP (PPP) per capita, as well as being one of the smallest countries in Europe. The City of Luxembourg with its old quarters and fortifications was declared a UNESCO World Heritage Site in 1994 due to the exceptional preservation of the vast fortifications and the old city.[13]
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The history of Luxembourg is considered to begin in 963, when count Siegfried acquired a rocky promontory and its Roman-era fortifications known as Lucilinburhuc, "little castle", and the surrounding area from the Imperial Abbey of St. Maximin in nearby Trier.[14][15] Siegfried's descendants increased their territory through marriage, war and vassal relations. At the end of the 13th century, the counts of Luxembourg reigned over a considerable territory.[16] In 1308, Henry VII became King of the Germans and later Holy Roman Emperor. The House of Luxembourg produced four emperors during the High Middle Ages. In 1354, Charles IV elevated the county to the Duchy of Luxembourg. The duchy eventually became part of the Burgundian Circle and then one of the Seventeen Provinces of the Habsburg Netherlands.[17]
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Over the centuries, the City and Fortress of Luxembourg, of great strategic importance situated between the Kingdom of France and the Habsburg territories, was gradually built up to be one of the most reputed fortifications in Europe. After belonging to both the France of Louis XIV and the Austria of Maria Theresa, Luxembourg became part of the First French Republic and Empire under Napoleon.[18]
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The present-day state of Luxembourg first emerged at the Congress of Vienna in 1815. The Grand Duchy, with its powerful fortress, became an independent state under the personal possession of William I of the Netherlands with a Prussian garrison to guard the city against another invasion from France.[19] In 1839, following the turmoil of the Belgian Revolution, the purely French-speaking part of Luxembourg was ceded to Belgium and the Luxembourgish-speaking part (except the Arelerland, the area around Arlon) became what is the present state of Luxembourg.[20]
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Luxembourg is a founding member of the European Union, OECD, United Nations, NATO, and Benelux. The city of Luxembourg, which is the country's capital and largest city, is the seat of several institutions and agencies of the EU. Luxembourg served on the United Nations Security Council for the years 2013 and 2014, which was a first in the country's history.[21] As of 2020, Luxembourg citizens had visa-free or visa-on-arrival access to 187 countries and territories, ranking the Luxembourgish passport fifth in the world, tied with Denmark and Spain.[22]
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The recorded history of Luxembourg begins with the acquisition of Lucilinburhuc[24] (today Luxembourg Castle) situated on the Bock rock by Siegfried, Count of Ardennes, in 963 through an exchange act with St. Maximin's Abbey, Trier.[25] Around this fort, a town gradually developed, which became the centre of a state of great strategic value.
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In the 14th and early 15th centuries, three members of the House of Luxembourg reigned as Holy Roman Emperors. In 1437, the House of Luxembourg suffered a succession crisis, precipitated by the lack of a male heir to assume the throne, which led to the territories being sold by Duchess Elisabeth to Philip the Good of Burgundy.[26]
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In the following centuries, Luxembourg's fortress was steadily enlarged and strengthened by its successive occupants, the Bourbons, Habsburgs, Hohenzollerns and the French.
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After the defeat of Napoleon in 1815, Luxembourg was disputed between Prussia and the Netherlands. The Congress of Vienna formed Luxembourg as a Grand Duchy within the German Confederation. The Dutch king became, in personal union, the grand duke. Although he was supposed to rule the grand duchy as an independent country with an administration of its own, in reality he treated it similarly to a Dutch province. The Fortress of Luxembourg was manned by Prussian troops for the German Confederation.[27] This arrangement was revised by the 1839 First Treaty of London, from which date Luxembourg's full independence is reckoned.[28][29][30][31]
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At the time of the Belgian Revolution of 1830–1839, and by the 1839 Treaty establishing full independence, Luxembourg's territory was reduced by more than half, as the predominantly francophone western part of the country was transferred to Belgium. In 1842 Luxembourg joined the German Customs Union (Zollverein).[32][33] This resulted in the opening of the German market, the development of Luxembourg's steel industry, and expansion of Luxembourg's railway network from 1855 to 1875, particularly the construction of the Luxembourg-Thionville railway line, with connections from there to the European industrial regions.[34] While Prussian troops still manned the fortress, in 1861, the Passerelle was opened, the first road bridge spanning the Pétrusse river valley, connecting the Ville Haute and the main fortification on the Bock with Luxembourg railway station, opened in 1859, on the then fortified Bourbon plateau to the south.
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After the Luxembourg Crisis of 1866 nearly led to war between Prussia and France, the Grand Duchy's independence and neutrality were again affirmed by the 1867 Second Treaty of London, Prussia's troops were withdrawn from the Fortress of Luxembourg, and its Bock and surrounding fortifications were dismantled.[35]
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The King of the Netherlands remained Head of State as Grand Duke of Luxembourg, maintaining a personal union between the two countries until 1890. At the death of William III, the throne of the Netherlands passed to his daughter Wilhelmina, while Luxembourg (then restricted to male heirs by the Nassau Family Pact) passed to Adolph of Nassau-Weilburg.[36]
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At the time of the Franco-Prussian war in 1870, despite allegations about French use of the Luxembourg railways for passing soldiers from Metz (then part of France) through the Duchy, and for forwarding provisions to Thionville, Luxembourg's neutrality was respected by Germany, and neither France nor Germany invaded the country.[37][38] But in 1871, as a result of Germany's victory over France, Luxembourg's boundary with Lorraine, containing Metz and Thionville, changed from being a frontier with a part of France to a frontier with territory annexed to the German Empire as Alsace-Lorraine under the Treaty of Frankfurt. This allowed Germany the military advantage of controlling and expanding the railways there.
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In August 1914, Imperial Germany violated Luxembourg's neutrality in the war by invading it in the war against France. This allowed Germany to use the railway lines, while at the same time denying them to France. Nevertheless, despite the German occupation, Luxembourg was allowed to maintain much of its independence and political mechanisms.
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In 1940, after the outbreak of World War II, Luxembourg's neutrality was again violated when the Wehrmacht of Nazi Germany entered the country, "entirely without justification".[39] In contrast to the First World War, under the German occupation of Luxembourg during World War II, the country was treated as German territory and informally annexed to the adjacent province of the Third Reich. A government in exile based in London supported the Allies, sending a small group of volunteers who participated in the Normandy invasion. Luxembourg was liberated in September 1944, and became a founding member of the United Nations in 1945. Luxembourg's neutral status under the constitution formally ended in 1948, and in 1949 it became a founding member of NATO.
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In 1951, Luxembourg became one of the six founding countries of the European Coal and Steel Community, which in 1957 would become the European Economic Community and in 1993 the European Union. In 1999 Luxembourg joined the Eurozone. In 2005, a referendum on the EU treaty establishing a constitution for Europe was held.[40]
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The steel industry exploiting the Red Lands' rich iron-ore grounds in the beginning of the 20th century drove the country's industrialisation. After the decline of the steel industry in the 1970s, the country focused on establishing itself as a global financial centre and developed into the banking hub it is reputed for. Since the beginning of the 21st century, its governments have focused on developing the country into a knowledge economy, with the founding of the University of Luxembourg and a national space programme, projecting the first involvement in a robotic lunar expedition by 2020.[41]
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Luxembourg is described as a "full democracy",[42] with a parliamentary democracy headed by a constitutional monarch. Executive power is exercised by the grand duke and the cabinet, which consists of several other ministers.[43] The Constitution of Luxembourg, the supreme law of Luxembourg, was adopted on 17 October 1868.[44] The grand duke has the power to dissolve the legislature, in which case new elections must be held within three months. However, since 1919, sovereignty has resided with the nation, exercised by the grand duke in accordance with the Constitution and the law.[45]
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Legislative power is vested in the Chamber of Deputies, a unicameral legislature of sixty members, who are directly elected to five-year terms from four constituencies. A second body, the Council of State (Conseil d'État), composed of twenty-one ordinary citizens appointed by the grand duke, advises the Chamber of Deputies in the drafting of legislation.[46]
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Luxembourg has three lower tribunals (justices de paix; in Esch-sur-Alzette, the city of Luxembourg, and Diekirch), two district tribunals (Luxembourg and Diekirch), and a Superior Court of Justice (Luxembourg), which includes the Court of Appeal and the Court of Cassation. There is also an Administrative Tribunal and an Administrative Court, as well as a Constitutional Court, all of which are located in the capital.
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Luxembourg is divided into 12 cantons, which are further divided into 102 communes.[47] Twelve of the communes have city status; the city of Luxembourg is the largest.
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Luxembourg has long been a prominent supporter of European political and economic integration. In 1921, Luxembourg and Belgium formed the Belgium–Luxembourg Economic Union (BLEU) to create a regime of inter-exchangeable currency and a common customs, foreshadowing later efforts at European integration.[33] Luxembourg is a member of the Benelux Economic Union and was one of the founding members of the European Economic Community (now the European Union). It also participates in the Schengen Group (named after the Luxembourg village of Schengen where the agreements were signed), whose goal is the free movement of citizens among member states. At the same time, the majority of Luxembourgers have consistently believed that European unity makes sense only in the context of a dynamic transatlantic relationship, and thus have traditionally pursued a pro-NATO, pro-US foreign policy.[citation needed]
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Luxembourg is the site of the Court of Justice of the European Union, the European Court of Auditors, the Statistical Office of the European Communities ("Eurostat") and other vital EU organs. The Secretariat of the European Parliament is located in Luxembourg, but the Parliament usually meets in Brussels and sometimes in Strasbourg.
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The Army is situated on the "Härebierg" which is Luxemburgish and translates to "men's mountain".[48] The army is under civilian control, with the grand duke as Commander-in-Chief. The Minister for Defence, François Bausch, oversees army operations. The professional head of the army is the Chief of Defence, who answers to the minister and holds the rank of general.
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Being a landlocked country, it has no navy. Luxembourg also lacks an air force, though the 17 NATO AWACS aeroplanes are, for convenience, registered as aircraft of Luxembourg.[49] In accordance with a joint agreement with Belgium, both countries have put forth funding for one A400M military cargo plane.[50]
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Luxembourg has participated in the Eurocorps, has contributed troops to the UNPROFOR and IFOR missions in former Yugoslavia, and has participated with a small contingent in the NATO SFOR mission in Bosnia and Herzegovina. Luxembourg troops have also deployed to Afghanistan, to support ISAF. The army has also participated in humanitarian relief missions such as setting up refugee camps for Kurds and providing emergency supplies to Albania.[51]
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Luxembourg is one of the smallest countries in Europe, and ranked 167th in size of all the 194 independent countries of the world; the country is about 2,586 square kilometres (998 sq mi) in size, and measures 82 km (51 mi) long and 57 km (35 mi) wide. It lies between latitudes 49° and 51° N, and longitudes 5° and 7° E.[52]
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To the east, Luxembourg borders the German Bundesländer of Rhineland-Palatinate and Saarland, and to the south, it borders the French région of Grand Est (Lorraine). The Grand Duchy borders the Belgian Walloon Region, in particular the latter's provinces of Luxembourg and Liège, part of which comprises the German-speaking Community of Belgium, to the west and to the north, respectively.
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The northern third of the country is known as the 'Oesling', and forms part of the Ardennes. It is dominated by hills and low mountains, including the Kneiff near Wilwerdange,[53] which is the highest point, at 560 metres (1,837 ft). Other mountains are the 'Buurgplaaz' at 559 metres near Huldange and the 'Napoléonsgaard' at 554 metres near Rambrouch. The region is sparsely populated, with only one town (Wiltz) with a population of more than four thousand people.
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The southern two-thirds of the country is called the "Gutland", and is more densely populated than the Oesling. It is also more diverse and can be divided into five geographic sub-regions. The Luxembourg plateau, in south-central Luxembourg, is a large, flat, sandstone formation, and the site of the city of Luxembourg. Little Switzerland, in the east of Luxembourg, has craggy terrain and thick forests. The Moselle valley is the lowest-lying region, running along the southeastern border. The Red Lands, in the far south and southwest, are Luxembourg's industrial heartland and home to many of Luxembourg's largest towns.
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The border between Luxembourg and Germany is formed by three rivers: the Moselle, the Sauer, and the Our. Other major rivers are the Alzette, the Attert, the Clerve, and the Wiltz. The valleys of the mid-Sauer and Attert form the border between the Gutland and the Oesling.
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According to the 2012 Environmental Performance Index, Luxembourg is one of the world's best performers in environmental protection, ranking 4th out of 132 assessed countries[54] Luxembourg also ranks 6th among the top ten most livable cities in the world by Mercer's.[55]
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Luxembourg has an oceanic climate (Köppen: Cfb), marked by high precipitation, particularly in late summer. The summers are warm and winters cool.[56]
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Luxembourg's stable and high-income market economy features moderate growth, low inflation, and a high level of innovation.[57] Unemployment is traditionally low, although it had risen to 6.1% by May 2012, due largely to the effect of the 2008 global financial crisis.[58] In 2011, according to the IMF, Luxembourg was the second richest country in the world, with a per capita GDP on a purchasing-power parity (PPP) basis of $80,119.[59] Its GDP per capita in purchasing power standards was 261% of the EU average (100%) in 2019.[60] Luxembourg is ranked 13th in The Heritage Foundation's Index of Economic Freedom,[61] 26th in the United Nations Human Development Index, and 4th in the Economist Intelligence Unit's quality of life index.[62]
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The industrial sector, which was dominated by steel until the 1960s, has since diversified to include chemicals, rubber, and other products. During the past decades, growth in the financial sector has more than compensated for the decline in steel production. Services, especially banking and finance, account for the majority of economic output. Luxembourg is the world's second largest investment fund centre (after the United States), the most important private banking centre in the Eurozone and Europe's leading centre for reinsurance companies. Moreover, the Luxembourg government has aimed to attract Internet start-ups, with Skype and Amazon being two of the many Internet companies that have shifted their regional headquarters to Luxembourg. Other high-tech companies have established themselves in Luxembourg, including 3D scanner developer/manufacturer Artec 3D.
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In April 2009, concern about Luxembourg's banking secrecy laws, as well as its reputation as a tax haven, led to its being added to a "grey list" of nations with questionable banking arrangements by the G20. In response, the country soon after adopted OECD standards on exchange of information and was subsequently added into the category of "jurisdictions that have substantially implemented the internationally agreed tax standard".[63][64] In March 2010, the Sunday Telegraph reported that most of Kim Jong-Il's $4 billion in secret accounts is in Luxembourg banks.[65] Amazon.co.uk also benefits from Luxembourg tax loopholes by channeling substantial UK revenues as reported by The Guardian in April 2012.[66] Luxembourg ranked third on the Tax Justice Network's 2011 Financial Secrecy Index of the world's major tax havens, scoring only slightly behind the Cayman Islands.[67] In 2013, Luxembourg is ranked as the 2nd safest tax haven in the world, behind Switzerland.
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In early November 2014, just days after becoming head of the European Commission, the Luxembourg's former Prime Minister Jean-Claude Juncker was hit by media disclosures—derived from a document leak known as Luxembourg Leaks—that Luxembourg under his premiership had turned into a major European centre of corporate tax avoidance.[68]
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Agriculture employed about 2.1% percent of Luxembourg's active population in 2010, when there were 2200 agricultural holdings with an average area per holding of 60 hectares.[69]
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+
Luxembourg has especially close trade and financial ties to Belgium and the Netherlands (see Benelux), and as a member of the EU it enjoys the advantages of the open European market.
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With $171 billion in May 2015, the country ranks eleventh in the world in holdings of U.S. Treasury securities.[70] However, securities owned by non-Luxembourg residents, but held in custodial accounts in Luxembourg, are also included in this figure.[71]
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As of 2019[update], public debt of Luxembourg was at $15,687,000,000, or a per capita debt of $25,554. The debt to GDP was 22.10%.[72]
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Luxembourg has road, rail and air transport facilities and services. The road network has been significantly modernised in recent years with 147 km (91 mi) of motorways connecting the capital to adjacent countries. The advent of the high-speed TGV link to Paris has led to renovation of the city's railway station and a new passenger terminal at Luxembourg Airport was opened in 2008. Luxembourg city reintroduced trams in December 2017 and there are plans to open light-rail lines in adjacent areas within the next few years.
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The number of cars per 1000 persons amount to 680.1 in Luxembourg — higher than all but two states, namely the Principality of Monaco and the British overseas territory of Gibraltar.[73]
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On 29 February 2020 Luxembourg became the first country to introduce no-charge public transportation which will be almost completely funded through tax revenue.[74]
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The telecommunications industry in Luxembourg is liberalised and the electronic communications networks are significantly developed. Competition between the different operators is guaranteed by the legislative framework Paquet Telecom[75] of the Government of 2011 which transposes the European Telecom Directives into Luxembourgish law. This encourages the investment in networks and services. The regulator ILR – Institut Luxembourgeois de Régulation[76] ensures the compliance to these legal rules.
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Luxembourg has modern and widely deployed optical fiber and cable networks throughout the country. In 2010, the Luxembourg Government launched its National strategy for very high-speed networks with the aim to become a global leader in terms of very high-speed broadband by achieving full 1 Gbit/s coverage of the country by 2020.[77] In 2011, Luxembourg had an NGA coverage of 75%.[78] In April 2013 Luxembourg featured the 6th highest download speed worldwide and the 2nd highest in Europe: 32,46 Mbit/s.[79] The country's location in Central Europe, stable economy and low taxes favour the telecommunication industry.[80][81][82]
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It ranks 2nd in the world in the development of the Information and Communication Technologies in the ITU ICT Development Index and 8th in the Global Broadband Quality Study 2009 by the University of Oxford and the University of Oviedo.[83][84][85][86]
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Luxembourg is connected to all major European Internet Exchanges (AMS-IX Amsterdam,[87] DE-CIX Frankfurt,[88] LINX London),[89] datacenters and POPs through redundant optical networks.[90][91][92][93][94] In addition, the country is connected to the virtual meetme room services (vmmr)[95] of the international data hub operator Ancotel.[96] This enables Luxembourg to interconnect with all major telecommunication operators[97] and data carriers worldwide. The interconnection points are in Frankfurt, London, New York and Hong Kong.[98] Luxembourg has established itself as one of the leading financial technology (FinTech) hubs in Europe, with the Luxembourg government supporting initiatives like the Luxembourg House of Financial Technology.[99]
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Some 20 data centres[100][101][102] are operating in Luxembourg. Six data centers are Tier IV Design certified: three of ebrc,[103] two of LuxConnect[104][105] and one of European Data Hub.[106] In a survey on nine international data centers carried out in December 2012 and January 2013 and measuring availability (up-time) and performance (delay by which the data from the requested website was received), the top three positions were held by Luxembourg data centers.[107][108]
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The people of Luxembourg are called Luxembourgers.[110] The immigrant population increased in the 20th century due to the arrival of immigrants from Belgium, France, Italy, Germany, and Portugal, with the majority coming from the latter: in 2013 there were about 88,000 inhabitants with Portuguese nationality.[111] In 2013, there were 537,039 permanent residents, 44.5% of which were of foreign background or foreign nationals; the largest foreign ethnic groups were the Portuguese, comprising 16.4% of the total population, followed by the French (6.6%), Italians (3.4%), Belgians (3.3%) and Germans (2.3%). Another 6.4% were of other EU background, while the remaining 6.1% were of other non-EU, but largely other European, background.[112]
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Since the beginning of the Yugoslav wars, Luxembourg has seen many immigrants from Bosnia and Herzegovina, Montenegro, and Serbia. Annually, over 10,000 new immigrants arrive in Luxembourg, mostly from the EU states, as well as Eastern Europe. In 2000 there were 162,000 immigrants in Luxembourg, accounting for 37% of the total population. There were an estimated 5,000 illegal immigrants in Luxembourg in 1999.[113]
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The linguistic situation of Luxembourg is characterized by the existence of a language specific to the local population (Luxembourgish), which is partially mutually intelligible with the neighboring High German, as well as the historical presence of the French and German languages.
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Three languages are recognised as official in Luxembourg: French, German and Luxembourgish, a Franconian language of the Moselle region that is also spoken in neighbouring parts of Belgium, Germany and France. Though Luxembourgish is part of the West Central German group of High German languages, more than 5,000 words in the language are of French origin.[114][115] The first printed sentences in Luxembourgish appeared in a weekly journal, the Luxemburger Wochenblatt, in the second edition on 14 April 1821.
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Apart from being one of the three official languages, Luxembourgish is also considered the national language of the Grand Duchy; it is the mother tongue or "language of the heart" for the local population.[116]
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Every citizen or resident has the right to address the administration in the language of their choice among the three official languages and to be answered in that language.
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Due to the historical influence of the Napoleonic Code on the legal system of the Grand Duchy, French is the sole language of the legislation. French is generally the preferred language of the government, administration and justice. The parliamentary debates are however mostly conducted in Luxembourgish, whereas the written government communications and the official documents (e.g. administrative or judicial decisions, passports etc.) are drafted only in French.
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Each of the three languages is used as the primary language in certain spheres of everyday life, without being exclusive. Luxembourgish is the language that Luxembourgers generally use to speak to each other, but it is seldom used as written language and the numerous expatriate workers (approximately 60% of the population) generally do not use it to speak to each other. Since the 1980s, however, an increasing number of novels have been written in Luxembourgish. Most official business is carried out in French. German is very often used in much of the media along with French.[117] French is mostly used for written communications to the public (written official statements, advertising displays, road signs etc. are generally in French).
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A 2009 survey pointed out that French was the language spoken by most inhabitants (99%), followed by Luxembourgish (82%), German (81%), and English (72%).[118]
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Although professional life is largely multilingual, French is described by private sector business leaders as the main working language of their companies (56%), followed by Luxembourgish (20%), English (18%), and German (6%).[119]
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Due to the large community of Portuguese origin, the Portuguese language is de facto fairly present in Luxembourg though it remains limited to the relationships inside this community; although Portuguese does not have any official status, the administration sometimes holds certain informative documents available in Portuguese.
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Luxembourg is a secular state, but the state recognises certain religions as officially mandated religions. This gives the state a hand in religious administration and appointment of clergy, in exchange for which the state pays certain running costs and wages. Religions covered by such arrangements are Roman Catholicism, Judaism, Greek Orthodoxy, Anglicanism, Russian Orthodoxy, Lutheranism, Calvinism, Mennonitism, and Islam.[120]
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Since 1980 it has been illegal for the government to collect statistics on religious beliefs or practices.[121] An estimation by the CIA Factbook for the year 2000 is that 87% of Luxembourgers are Catholic, including the grand ducal family, the remaining 13% being made up of Protestants, Orthodox Christians, Jews, Muslims, and those of other or no religion.[122] According to a 2010 Pew Research Center study, 70.4% are Christian, 2.3% Muslim, 26.8% unaffiliated, and 0.5% other religions.[123]
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According to a 2005 Eurobarometer poll,[124] 44% of Luxembourg citizens responded that "they believe there is a God", whereas 28% answered that "they believe there is some sort of spirit or life force", and 22% that "they do not believe there is any sort of spirit, god, or life force".
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Luxembourg's education system is trilingual: the first years of primary school are in Luxembourgish, before changing to German; while in secondary school, the language of instruction changes to French.[125] Proficiency in all three languages is required for graduation from secondary school, but half the students leave school without a certified qualification, with the children of immigrants being particularly disadvantaged.[126] In addition to the three national languages, English is taught in compulsory schooling and much of the population of Luxembourg can speak English. The past two decades have highlighted the growing importance of English in several sectors, in particular the financial sector. Portuguese, the language of the largest immigrant community, is also spoken by large segments of the population, but by relatively few from outside the Portuguese-speaking community.[127]
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The University of Luxembourg is the only university based in Luxembourg. In 2014, Luxembourg School of Business, a graduate business school, has been created through private initiative and has received the accreditation from the Ministry of Higher Education and Research of Luxembourg in 2017.[128][129] Two American universities maintain satellite campuses in the country, Miami University (Dolibois European Center) and Sacred Heart University (Luxembourg Campus).[130]
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According to data from the World Health Organization, healthcare spending on behalf of the government of Luxembourg topped $4.1 Billion, amounting to about $8,182 for each citizen in the nation.[131][132] The nation of Luxembourg collectively spent nearly 7% of its Gross Domestic Product on health, placing it among the highest spending countries on health services and related programs in 2010 among other well-off nations in Europe with high average income among its population.[133]
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Luxembourg has been overshadowed by the culture of its neighbours. It retains a number of folk traditions, having been for much of its history a profoundly rural country. There are several notable museums, located mostly in the capital. These include the National Museum of History and Art (NMHA), the Luxembourg City History Museum, and the new Grand Duke Jean Museum of Modern Art (Mudam). The National Museum of Military History (MNHM) in Diekirch is especially known for its representations of the Battle of the Bulge. The city of Luxembourg itself is on the UNESCO World Heritage List, on account of the historical importance of its fortifications.[134]
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The country has produced some internationally known artists, including the painters Théo Kerg, Joseph Kutter and Michel Majerus, and photographer Edward Steichen, whose The Family of Man exhibition has been placed on UNESCO's Memory of the World register, and is now permanently housed in Clervaux. Movie star Loretta Young was of Luxembourgish descent.
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Luxembourg was the first city to be named European Capital of Culture twice. The first time was in 1995. In 2007, the European Capital of Culture[135] was to be a cross-border area consisting of the Grand Duchy of Luxembourg, the Rheinland-Pfalz and Saarland in Germany, the Walloon Region and the German-speaking part of Belgium, and the Lorraine area in France. The event was an attempt to promote mobility and the exchange of ideas, crossing borders physically, psychologically, artistically and emotionally.
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Luxembourg was represented at the World Expo 2010 in Shanghai, China, from 1 May to 31 October 2010 with its own pavilion.[136][137] The pavilion was based on the transliteration of the word Luxembourg into Chinese, "Lu Sen Bao", which means "Forest and Fortress". It represented Luxembourg as the "Green Heart in Europe".[138]
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Unlike most countries in Europe, sport in Luxembourg is not concentrated upon a particular national sport, but encompasses a number of sports, both team and individual. Despite the lack of a central sporting focus, over 100,000 people in Luxembourg, out of a total population of near 500,000–600,000, are licensed members of one sports federation or another.[139] The largest sports venue in the country is d'Coque, an indoor arena and Olympic swimming pool in Kirchberg, north-eastern Luxembourg City, which has a capacity of 8,300. The arena is used for basketball, handball, gymnastics, and volleyball, including the final of the 2007 Women's European Volleyball Championship. The national stadium (also the country's largest) is the Stade Josy Barthel, in western Luxembourg City; named after the country's only official Olympic gold medallist, the stadium has a capacity of 8,054.
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Luxembourg cuisine reflects its position on the border between the Latin and Germanic worlds, being heavily influenced by the cuisines of neighboring France and Germany. More recently, it has been enriched by its many Italian and Portuguese immigrants.
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Most native Luxembourg dishes, consumed as the traditional daily fare, share roots in the country's folk dishes the same as in neighboring Germany.
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Luxembourg sells the most alcohol in Europe per capita.[140] However, the large proportion of alcohol purchased by customers from neighboring countries contributes to the statistically high level of alcohol sales per capita; this level of alcohol sales is thus not representative of the actual alcohol consumption of the Luxembourg population.[141]
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The main languages of media in Luxembourg are French and German. The newspaper with the largest circulation is the German-language daily Luxemburger Wort.[142] Because of the strong multilingualism in Luxembourg, newspapers often alternate articles in French and articles in German, without translation. In addition there are both English and Portuguese radio and national print publications, but accurate audience figures are difficult to gauge since the national media survey by ILRES[143] is conducted in French.
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Luxembourg is known in Europe for its radio and television stations (Radio Luxembourg and RTL Group). It is also the uplink home of SES, carrier of major European satellite services for Germany and Britain.
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Due to a 1988 law that established a special tax scheme for audiovisual investment, the film and co-production in Luxembourg has grown steadily.[144] There are some 30 registered production companies in Luxembourg.[145][146]
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Luxembourg won an Oscar in 2014 in the Animated Short Films category with Mr Hublot.
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Luxembourg (Luxembourgish: Lëtzebuerg, French: Luxembourg, German: Luxemburg),[pron 1] also known as Luxembourg City (Luxembourgish: Stad Lëtzebuerg or d'Stad, French: Ville de Luxembourg, German: Stadt Luxemburg, Luxemburg-Stadt),[pron 2] is the capital city of the Grand Duchy of Luxembourg and the country's most populous commune. Standing at the confluence of the Alzette and Pétrusse rivers in southern Luxembourg, the city lies at the heart of Western Europe, situated 213 km (132 mi) by road from Brussels, 372 km (231 mi) from Paris, and 209 km (130 mi) from Cologne.[1] The city contains Luxembourg Castle, established by the Franks in the Early Middle Ages, around which a settlement developed.
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As of 31 December 2019[update], Luxembourg City has a population of 122,273 inhabitants,[2] which is more than three times the population of the country's second most populous commune (Esch-sur-Alzette). The city's population consists of 160 nationalities. Foreigners represent 70% of the city's population, while Luxembourgers represent 30% of the population, and the number of foreign-born residents in the city rises steadily each year.[3]
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In 2011, Luxembourg was ranked as having the second-highest per capita GDP in the world at $80,119 (PPP),[4] with the city having developed into a banking and administrative centre. In the 2011 Mercer worldwide survey of 221 cities, Luxembourg was placed first for personal safety, while it was ranked 19th for quality of living.[5]
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Luxembourg is one of the de facto capitals of the European Union (alongside Brussels, Frankfurt, and Strasbourg), as it is the seat of several institutions, agencies, and bodies of the European Union, including the Court of Justice of the European Union, the European Court of Auditors, the Secretariat of the European Parliament, the European Investment Bank, the European Investment Fund, the European Stability Mechanism, and Eurostat.
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In the Roman era, a fortified tower guarded the crossing of two Roman roads that met at the site of Luxembourg city. Through an exchange treaty with the abbey of Saint Maximin in Trier in 963, Siegfried I of the Ardennes, a close relative of King Louis II of France and Emperor Otto the Great, acquired the feudal lands of Luxembourg. Siegfried built his castle, named Lucilinburhuc ("small castle"), on the Bock Fiels ("rock"), mentioned for the first time in the aforementioned exchange treaty.
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In 987, Archbishop Egbert of Trier consecrated five altars in the Church of the Redemption (today St. Michael's Church). At a Roman road intersection near the church, a marketplace appeared around which the city developed.
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The city, because of its location and natural geography, has through history been a place of strategic military significance. The first fortifications were built as early as the 10th century. By the end of the 12th century, as the city expanded westward around the new St. Nicholas Church (today the Cathedral of Notre Dame), new walls were built that included an area of 5 hectares (12 acres). In about 1340, under the reign of John the Blind, new fortifications were built that stood until 1867.
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In 1443, the Burgundians under Philip the Good conquered Luxembourg. Luxembourg became part of the Burgundian, and later Spanish and Austrian empires (See Spanish Netherlands and Spanish Road) and under those Habsburg administrations Luxembourg Castle was repeatedly strengthened so that by the 16th century, Luxembourg itself was one of the strongest fortifications in Europe. Subsequently, the Burgundians, the Spanish, the French, the Spanish again, the Austrians, the French again, and the Prussians conquered Luxembourg.
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In the 17th century, the first casemates were built; initially, Spain built 23 km (14 mi) of tunnels, starting in 1644.[6] These were then enlarged under French rule by Marshal Vauban, and augmented again under Austrian rule in the 1730s and 1740s.
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During the French Revolutionary Wars, the city was occupied by France twice: once, briefly, in 1792–3, and, later, after a seven-month siege.[7] Luxembourg held out for so long under the French siege that French politician and military engineer Lazare Carnot called Luxembourg "the best fortress in the world, except Gibraltar", giving rise to the city's nickname: the 'Gibraltar of the North'.[7]
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Nonetheless, the Austrian garrison eventually surrendered, and as a consequence, Luxembourg was annexed by the French Republic, becoming part of the département of Forêts, with Luxembourg City as its préfecture. Under the 1815 Treaty of Paris, which ended the Napoleonic Wars, Luxembourg City was placed under Prussian military control as a part of the German Confederation, although sovereignty passed to the House of Orange-Nassau, in personal union with the United Kingdom of the Netherlands.
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After the Luxembourg Crisis, the 1867 Treaty of London required Luxembourg to dismantle the fortifications in Luxembourg City. Their demolition took sixteen years, cost 1.5 million gold francs, and required the destruction of over 24 km (15 mi) of underground defences and 4 hectares (9.9 acres) of casemates, batteries, barracks, etc.[8] Furthermore, the Prussian garrison was to be withdrawn.[9]
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When, in 1890, Grand Duke William III died without any male heirs, the Grand Duchy passed out of Dutch hands, and into an independent line under Grand Duke Adolphe. Thus, Luxembourg, which had hitherto been independent in theory only, became a truly independent country, and Luxembourg City regained some of the importance that it had lost in 1867 by becoming the capital of a fully independent state.
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Despite Luxembourg's best efforts to remain neutral in the First World War, it was occupied by Germany on 2 August 1914. On 30 August, Helmuth von Moltke moved his headquarters to Luxembourg City, closer to his armies in France in preparation for a swift victory. However, the victory never came, and Luxembourg would play host to the German high command for another four years. At the end of the occupation, Luxembourg City was the scene of an attempted communist revolution; on 9 November 1918, communists declared a socialist republic, but it lasted only a few hours.[10]
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In 1921, the city limits were greatly expanded. The communes of Eich, Hamm, Hollerich, and Rollingergrund were incorporated into Luxembourg City, making the city the largest commune in the country (a position that it would hold until 1978).
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In 1940, Germany occupied Luxembourg again. The Nazis were not prepared to allow Luxembourgers self-government, and gradually integrated Luxembourg into the Third Reich by informally attaching the country administratively to a neighbouring German province. Under the occupation, the capital city's streets all received new, German names, which was announced on 4 October 1940.[11] The Avenue de la Liberté for example, a major road leading to the railway station, was renamed "Adolf-Hitlerstraße".[11] Luxembourg City was liberated on 10 September 1944.[12] The city was under long-range bombardment by the German V-3 cannon in December 1944 and January 1945.
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After the war, Luxembourg ended its neutrality, and became a founding member of several inter-governmental and supra-governmental institutions. In 1952, the city became the headquarters of the High Authority of the European Coal and Steel Community. In 1967, the High Authority was merged with the commissions of the other European institutions; although Luxembourg City was no longer the seat of the ECSC, it hosted some part-sessions of the European Parliament until 1981.[13] Luxembourg remains the seat of the European Parliament's secretariat, as well as the Court of Justice of the European Union, the European Court of Auditors, and the European Investment Bank. Several departments of the European Commission are also based in Luxembourg.
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The highest point of the Grand-Duchy of Luxembourg is Kneiff at 560 m, closely followed by Burgplatz at 559 m and Napoleonsgaart at 554 m.
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Luxembourg City lies on the southern part of the Luxembourg plateau, a large Early Jurassic sandstone formation that forms the heart of the Gutland, a low-lying and flat area that covers the southern two-thirds of the country.
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The city centre occupies a picturesque site on a salient, perched high on precipitous cliffs that drop into the narrow valleys of the Alzette and Pétrusse rivers, whose confluence is in Luxembourg City. The 70 m (230 ft) deep gorges cut by the rivers are spanned by many bridges and viaducts, including the Adolphe Bridge, the Grand Duchess Charlotte Bridge, and the Passerelle. Although Luxembourg City is not particularly large, its layout is complex, as the city is set on several levels, straddling hills and dropping into the two gorges.
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The commune of Luxembourg City covers an area of over 51 km2 (20 sq mi), or 2% of the Grand Duchy's total area. This makes the city the fourth-largest commune in Luxembourg, and by far the largest urban area. Luxembourg City is not particularly densely populated, at about 1,700 people per km2; large areas of Luxembourg City are maintained as parks, forested areas, or sites of important heritage (particularly the UNESCO sites), while there are also large tracts of farmland within the city limits.
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Luxembourg City is subdivided into twenty-four quarters (French: quartiers), which cover the commune in its entirety. The quarters generally correspond to the major neighbourhoods and suburbs of Luxembourg City, although a few of the historic districts, such as Bonnevoie, are divided between two quarters.
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Considering its latitude, Luxembourg City has an oceanic climate, with moderate precipitation, cold to cool winters and warm summers. Moderate to heavy cloud cover is present for more than two-thirds of the year.
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Under the Luxembourgian constitution, local government is centred on the city's communal council. Consisting of twenty-seven members (fixed since 1964), each elected every six years on the second Sunday of October and taking office on 1 January of the next year,[17] the council is the largest of all communal councils in Luxembourg. The city is nowadays considered a stronghold of the Democratic Party (DP),[18] which is the second-largest party nationally. The Democratic Party is the largest party on the council, with eleven councillors.[19]
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The city's administration is headed by the mayor, who is the leader of the largest party on the communal council. After Xavier Bettel became Luxembourg's new prime minister on 4 December 2013, Lydie Polfer (DP) was sworn in as new mayor of Luxembourg on 17 December of the same year. The mayor leads the cabinet, the collège échevinal, in which the DP forms a coalition with The Greens.[20] Unlike other cities in Luxembourg, which are limited to four échevins at most, Luxembourg is given special dispensation to have six échevins on its collège échevinal.[21]
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Luxembourg City is the seat for the Luxembourg Government. The Grand Ducal Family of Luxembourg lives at Berg Castle in Colmar-Berg.
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For national elections to the Chamber of Deputies, the city is located in the Centre constituency.
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Luxembourg City is the seat of several institutions, agencies and bodies of the European Union, including the Court of Justice of the European Union, the European Commission, the secretariat of the European Parliament, the European Court of Auditors and the European Investment Bank. The majority of these institutions are located in the Kirchberg quarter, in the northeast of the city.
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Despite the city's small size, it has several notable museums: the recently renovated National Museum of History and Art (MNHA), the Luxembourg City History Museum, the new Grand Duke Jean Museum of Modern Art (Mudam) and National Museum of Natural History (NMHN). The city of Luxembourg itself is on the UNESCO World Heritage List, on account of the historical importance of its fortifications.[22] In addition to its two main theatres, the Grand Théâtre de Luxembourg and the Théâtre des Capucins, there is a new concert hall, the Philharmonie, as well as a conservatory with a large auditorium. Art galleries include the Villa Vauban, the Casino Luxembourg and Am Tunnel.[23]
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Luxembourg was the first city to be named European Capital of Culture twice. The first time was in 1995. In 2007, along with the Romanian city of Sibiu, the European Capital of Culture[24] was to be a cross-border area consisting of the Grand Duchy of Luxembourg, the Rheinland-Pfalz and Saarland in Germany, the Walloon Region and the German-speaking part of Belgium, and the Lorraine area in France. The event was an attempt to promote mobility and the exchange of ideas, crossing borders in all areas, physical, psychological, artistic and emotional.
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Luxembourg City is also famed for its wide selection of restaurants and cuisines, including four Michelin starred establishments.[25]
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The ING Europe Marathon has been contested annually in the capital since June 2006. It attracted 11,000 runners and over 100,000 spectators during the 2014 edition
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The Luxembourg Open is a tennis tournament held since 1991 in the capital. The tournament runs from 13 to 21 October. BGL BNP Paribas, one of the more famous sponsors in the world of tennis, was the contracted title sponsor of the tournament until 2014.
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The D'Coque National Sporting and Cultural Centre, in the quarter of Kirchberg, is the largest sporting venue in the country, with a capacity of 8,300 for indoor sports and swimming.
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The two football clubs of the city of Luxembourg; Racing FC Union Luxembourg and FC RM Hamm Benfica, play in the country's highest league, the Luxembourg National Division. The 8,000-seater Stade Josy Barthel hosts the Luxembourg national football team, and CAL Spora Luxembourg, which with 400 members is the nation's largest athletics club.[26]
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Places of interest include the Gothic Revival Cathedral of Notre Dame, the fortifications, the AM Tunnel (an art gallery underground), the Grand Ducal Palace, the Gëlle Fra war memorial, the casemates, the Neumünster Abbey, the Place d'Armes, the Adolphe Bridge and the city hall. The city is the home of the University of Luxembourg and RTL Group.
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The Second World War Luxembourg American Cemetery and Memorial is located within the city limits of Luxembourg at Hamm. This cemetery is the final resting place of 5,076 American military dead, including General George S. Patton. There is also a memorial to 371 Americans whose remains were never recovered or identified.
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Luxembourg is situated in the heart of Europe in the Gold Triangle between Frankfurt, Paris, and Amsterdam. It is therefore connected to several motorways and international routes.
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Luxembourg City is served by five rail stations operated by the state rail company, the Société Nationale des Chemins de Fer Luxembourgeois (CFL), including the principal station and terminus of all rail lines in the Grand Duchy, Luxembourg station. Stations in Luxembourg City are served by domestic rail services operated by CFL, as well as international rail services, operated by CFL, and German, Belgian, and French service providers. Additionally, Luxembourg station is connected to the French LGV Est network, providing high-speed services on to Paris and Strasbourg. Services to Basel and Zürich in Switzerland are available via two daily scheduled international trains.
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Luxembourg City has a network of 31[27] bus routes, operated by the municipal transport authority, Autobus de la Ville de Luxembourg (AVL), partly subcontracted to private bus companies. There is also a free bus service linking the Glacis to Luxembourg station, the "Joker Line" for seniors, and a "City night network". A "Park & Ride" scheme is operated by the city with five carparks connected to the bus network. In addition to AVL buses, CFL and RGTR operate regional buses to other locales in Luxembourg and nearby cities in Germany and France.
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On 10 December 2017, the first stage of Luxembourg City's new tram line opened between Luxexpo and the Grand Duchess Charlotte Bridge serving the Kirchberg quarter. An extension to the city centre (Stäreplaz-Étoile) was opened on 27 July 2018. Further extensions to Luxembourg station, Bonnevoie, Howald, and Cloche d’Or are due to be completed by 2020/21.[28]
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Luxembourg City is served by the only international airport in the country: Luxembourg Airport (codes: IATA: LUX, ICAO: ELLX). Accessibility to the airport, situated in the commune of Sandweiler, 6 kilometres (3.7 miles) from the city centre, is provided via the municipal bus network, with a tram connection due to be completed by 2021. The airport is the principal hub for Luxembourg's flag carrier, Luxair, and one of the world's largest cargo airlines, Cargolux.
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Luxembourg is a member of the QuattroPole union of cities, along with Trier, Saarbrücken, and Metz (neighbouring countries: Germany and France).
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Luxembourg is twinned with:
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Luxembourg City as seen from a Spot satellite
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Skyline of the Hollerich quarter
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The gorges and Adolphe Bridge
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The Gëlle Fra monument commemorates those who volunteered for service in the armed forces of the Entente.
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Monument national de la solidarité luxembourgeoise
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Flag of the City of Luxembourg
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View of the Luxembourg center citscape from Cité Judiciaire
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The Center of Luxembourg City with the Pulvermuhl Viaduct
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Cité Judiciaire in Luxembourg
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Libya (/ˈlɪbiə/ (listen); Arabic: ليبيا, romanized: Lībiyā), officially the State of Libya (Arabic: دولة ليبيا, romanized: Dawlat Lībiyā),[6][7][8][9][10] is a country in the Maghreb region in North Africa, bordered by the Mediterranean Sea to the north, Egypt to the east, Sudan to the southeast, Chad to the south, Niger to the southwest, Algeria to the west, and Tunisia to the northwest. The sovereign state is made of three historical regions: Tripolitania, Fezzan and Cyrenaica. With an area of almost 1.8 million square kilometres (700,000 sq mi), Libya is the fourth largest country in Africa, and is the 16th largest country in the world.[11] Libya has the 10th-largest proven oil reserves of any country in the world.[12] The largest city and capital, Tripoli, is located in western Libya and contains over one million of Libya's six million people.[13] The second-largest city is Benghazi, which is located in eastern Libya. The Latin name Libya is based on the name of the region west of the Nile[citation needed] (Λιβύη) used by the Ancient Greeks and Romans for all of North Africa[citation needed], and was again adopted during the period of Italian colonization beginning in 1911.[citation needed]
|
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|
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Libya has been inhabited by Berbers since the late Bronze Age as descendants from Iberomaurusian and Capsian cultures.[14] The Phoenicians established trading posts in western Libya, and ancient Greek colonists established city-states in eastern Libya. Libya was variously ruled by Carthaginians, Persians, Egyptians and Greeks before becoming a part of the Roman Empire. Libya was an early centre of Christianity. After the fall of the Western Roman Empire, the area of Libya was mostly occupied by the Vandals until the 7th century, when invasions brought Islam to the region. In the 16th century, the Spanish Empire and the Knights of St John occupied Tripoli, until Ottoman rule began in 1551. Libya was involved in the Barbary Wars of the 18th and 19th centuries. Ottoman rule continued until the Italo-Turkish War, which resulted in the Italian occupation of Libya and the establishment of two colonies, Italian Tripolitania and Italian Cyrenaica (1911–1934), later unified in the Italian Libya colony from 1934 to 1947. During the Second World War, Libya was an important area of warfare in the North African Campaign. The Italian population then went into decline.
|
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|
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Libya became independent as a kingdom in 1951. A military coup in 1969 overthrew King Idris I. The "bloodless"[15] coup leader Muammar Gaddafi ruled the country from 1969 and the Libyan Cultural Revolution in 1973 until he was overthrown and killed in the 2011 Libyan Civil War. Two authorities initially claimed to govern Libya: the House of Representatives in Tobruk and the 2014 General National Congress (GNC) in Tripoli, which considered itself the continuation of the General National Congress, elected in 2012.[16][17] After UN-led peace talks between the Tobruk and Tripoli governments,[18] a unified interim UN-backed Government of National Accord was established in 2015,[19] and the GNC disbanded to support it.[20] Since then, a second civil war has broken out, with parts of Libya split between the Tobruk and Tripoli-based governments, as well as various tribal and Islamist militias.[21] As of July 2017, talks are still ongoing between the GNA and the Tobruk-based authorities to end the strife and unify the divided establishments of the state, including the Libyan National Army and the Central Bank of Libya.[22][23]
|
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|
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+
Libya is a member of the United Nations (since 1955), the Non-Aligned Movement, the Arab League, the OIC and OPEC. The country's official religion is Islam, with 96.6% of the Libyan population being Sunni Muslims.
|
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|
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|
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The origin of the name "Libya" first appeared in an inscription of Ramesses II, written as rbw in hieroglyphic. The name derives from a generalized identity given to a large confederacy of ancient east "Libyan" berbers, African people(s) and tribes who lived around the lush regions of Cyrenaica and Marmarica. An army of 40,000 men[24] and a confederacy of tribes known as "Great Chiefs of the Libu" were led by King Meryey who fought a war against pharaoh Merneptah in year 5 (1208 BCE). This conflict was mentioned in the Great Karnak Inscription in the western delta during the 5th and 6th years of his reign and resulted in a defeat for Meryey. According to the Great Karnak Inscription, the military alliance comprised the Meshwesh, the Lukka, and the "Sea Peoples" known as the Ekwesh, Teresh, Shekelesh, and the Sherden.
|
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+
|
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+
The Great karnak inscription reads:
|
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|
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|
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|
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+
"... the third season, saying: 'The wretched, fallen chief of Libya, Meryey, son of Ded, has fallen upon the country of Tehenu with his bowmen — Sherden, Shekelesh, Ekwesh, Lukka, Teresh. Taking the best of every warrior and every man of war of his country. He has brought his wife and his children — leaders of the camp, and he has reached the western boundary in the fields of Perire."
|
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|
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+
The modern name of "Libya" is an evolution of the "Libu" or "Libúē" name (from Greek Λιβύη, Libyē), generally encompassing the people of Cyrenaica and Marmarica. The "Libúē" or "libu" name likely came to be used in the classical world as an identity for the natives of the North African region. The name was revived in 1934 for Italian Libya from the ancient Greek Λιβύη (Libúē).[25] It was intended to supplant terms applied to Ottoman Tripolitania, the coastal region of what is today Libya, having been ruled by the Ottoman Empire from 1551 to 1911 as the Eyalet of Tripolitania. The name "Libya" was brought back into use in 1903 by Italian geographer Federico Minutilli.[26]
|
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|
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+
Libya gained independence in 1951 as the United Libyan Kingdom (المملكة الليبية المتحدة al-Mamlakah al-Lībiyyah al-Muttaḥidah), changing its name to the Kingdom of Libya (المملكة الليبية al-Mamlakah al-Lībiyyah), literally "Libyan Kingdom", in 1963.[27] Following a coup d'état led by Muammar Gaddafi in 1969, the name of the state was changed to the Libyan Arab Republic (الجمهورية العربية الليبية al-Jumhūriyyah al-‘Arabiyyah al-Lībiyyah). The official name was "Socialist People's Libyan Arab Jamahiriya" from 1977 to 1986 (الجماهيرية العربية الليبية الشعبية الاشتراكية), and "Great Socialist People's Libyan Arab Jamahiriya"[28] (الجماهيرية العربية الليبية الشعبية الاشتراكية العظمى,[29] al-Jamāhīriyyah al-‘Arabiyyah al-Lībiyyah ash-Sha‘biyyah al-Ishtirākiyyah al-‘Udmá listen (help·info)) from 1986 to 2011.
|
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+
|
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+
The National Transitional Council, established in 2011, referred to the state as simply "Libya". The UN formally recognized the country as "Libya" in September 2011[30] based on a request from the Permanent Mission of Libya citing the Libyan interim Constitutional Declaration of 3 August 2011. In November 2011, the ISO 3166-1 was altered to reflect the new country name "Libya" in English, "Libye (la)" in French.[31]
|
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+
In December 2017 the Permanent Mission of Libya to the United Nations informed the United Nations that the country's official name was henceforth the "State of Libya"; "Libya" remained the official short form, and the country continued to be listed under "L" in alphabetical lists.[32]
|
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The coastal plain of Libya was inhabited by Neolithic peoples from as early as 8000 BC. The Afroasiatic ancestors of the Berber people are assumed to have spread into the area by the Late Bronze Age. The earliest known name of such a tribe was the Garamantes, based in Germa. The Phoenicians were the first to establish trading posts in Libya.[33] By the 5th century BC, the greatest of the Phoenician colonies, Carthage, had extended its hegemony across much of North Africa, where a distinctive civilization, known as Punic, came into being.
|
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+
|
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+
In 630 BC, the ancient Greeks colonized the area around Barca in Eastern Libya and founded the city of Cyrene.[34] Within 200 years, four more important Greek cities were established in the area that became known as Cyrenaica.[35]
|
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|
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+
In 525 BC the Persian army of Cambyses II overran Cyrenaica, which for the next two centuries remained under Persian or Egyptian rule. Alexander the Great was greeted by the Greeks when he entered Cyrenaica in 331 BC, and Eastern Libya again fell under the control of the Greeks, this time as part of the Ptolemaic Kingdom.
|
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+
After the fall of Carthage the Romans did not immediately occupy Tripolitania (the region around Tripoli), but left it instead under control of the kings of Numidia, until the coastal cities asked and obtained its protection.[36] Ptolemy Apion, the last Greek ruler, bequeathed Cyrenaica to Rome, which formally annexed the region in 74 BC and joined it to Crete as a Roman province. As part of the Africa Nova province, Tripolitania was prosperous,[36] and reached a golden age in the 2nd and 3rd centuries, when the city of Leptis Magna, home to the Severan dynasty, was at its height.[36]
|
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+
On the Eastern side, Cyrenaica's first Christian communities were established by the time of the Emperor Claudius.[37] It was heavily devastated during the Kitos War[38] and almost depopulated of Greeks and Jews alike.[39] Although repopulated by Trajan with military colonies,[38] from then started its decline.[37] Libya was early to convert to Nicene Christianity and was the home of Pope Victor I; however, Libya was a hotbed for early heresies such as Arianism and Donatism.
|
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The decline of the Roman Empire saw the classical cities fall into ruin, a process hastened by the Vandals' destructive sweep through North Africa in the 5th century. When the Empire returned (now as East Romans) as part of Justinian's reconquests of the 6th century, efforts were made to strengthen the old cities, but it was only a last gasp before they collapsed into disuse. Cyrenaica, which had remained an outpost of the Byzantine Empire during the Vandal period, also took on the characteristics of an armed camp. Unpopular Byzantine governors imposed burdensome taxation to meet military costs, while the towns and public services—including the water system—were left to decay. By the beginning of the 7th century, Byzantine control over the region was weak, Berber rebellions were becoming more frequent, and there was little to oppose Muslim invasion.[40]
|
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Under the command of 'Amr ibn al-'As, the Rashidun army conquered Cyrenaica.[41] In 647 an army led by Abdullah ibn Saad took Tripoli from the Byzantines definitively.[41] The Fezzan was conquered by Uqba ibn Nafi in 663. The Berber tribes of the hinterland accepted Islam, however they resisted Arab political rule.[42]
|
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For the next several decades, Libya was under the purview of the Umayyad Caliph of Damascus until the Abbasids overthrew the Umayyads in 750, and Libya came under the rule of Baghdad. When Caliph Harun al-Rashid appointed Ibrahim ibn al-Aghlab as his governor of Ifriqiya in 800, Libya enjoyed considerable local autonomy under the Aghlabid dynasty. By the 10th century, the Shiite Fatimids controlled Western Libya, and ruled the entire region in 972 and appointed Bologhine ibn Ziri as governor.[36]
|
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|
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Ibn Ziri's Berber Zirid dynasty ultimately broke away from the Shiite Fatimids, and recognised the Sunni Abbasids of Baghdad as rightful Caliphs. In retaliation, the Fatimids brought about the migration of thousands from mainly two Arab Qaisi tribes, the Banu Sulaym and Banu Hilal to North Africa. This act drastically altered the fabric of the Libyan countryside, and cemented the cultural and linguistic Arabisation of the region.[36]
|
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Zirid rule in Tripolitania was short-lived though, and already in 1001 the Berbers of the Banu Khazrun broke away. Tripolitania remained under their control until 1146, when the region was overtaken by the Normans of Sicily.[43] It was not until 1159 that the Moroccan Almohad leader Abd al-Mu'min reconquered Tripoli from European rule. For the next 50 years, Tripolitania was the scene of numerous battles among Ayyubids, the Almohad rulers and insurgents of the Banu Ghaniya. Later, a general of the Almohads, Muhammad ibn Abu Hafs, ruled Libya from 1207 to 1221 before the later establishment of a Tunisian Hafsid dynasty[43] independent from the Almohads. The Hafsids ruled Tripolitania for nearly 300 years. By the 16th century the Hafsids became increasingly caught up in the power struggle between Spain and the Ottoman Empire.
|
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|
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After weakening control of Abbasids, Cyrenaica was under Egypt based states such as Tulunids, Ikhshidids, Ayyubids and Mamluks before Ottoman conquest in 1517. Finally Fezzan acquired independence under Awlad Muhammad dynasty after Kanem rule. Ottomans finally conquered Fezzan between 1556 and 1577.
|
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After a successful invasion of Tripoli by Habsburg Spain in 1510,[43] and its handover to the Knights of St. John, the Ottoman admiral Sinan Pasha took control of Libya in 1551.[43] His successor Turgut Reis was named the Bey of Tripoli and later Pasha of Tripoli in 1556. By 1565, administrative authority as regent in Tripoli was vested in a pasha appointed directly by the sultan in Constantinople/Istanbul. In the 1580s, the rulers of Fezzan gave their allegiance to the sultan, and although Ottoman authority was absent in Cyrenaica, a bey was stationed in Benghazi late in the next century to act as agent of the government in Tripoli.[37] European slaves and large numbers of enslaved Blacks transported from Sudan were also a feature of everyday life in Tripoli. In 1551, Turgut Reis enslaved almost the entire population of the Maltese island of Gozo, some 5,000 people, sending them to Libya.[44][45]
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|
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In time, real power came to rest with the pasha's corps of janissaries.[43] In 1611 the deys staged a coup against the pasha, and Dey Sulayman Safar was appointed as head of government. For the next hundred years, a series of deys effectively ruled Tripolitania. The two most important Deys were Mehmed Saqizli (r. 1631–49) and Osman Saqizli (r. 1649–72), both also Pasha, who ruled effectively the region.[46] The latter conquered also Cyrenaica.[46]
|
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|
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+
Lacking direction from the Ottoman government, Tripoli lapsed into a period of military anarchy during which coup followed coup and few deys survived in office more than a year. One such coup was led by Turkish officer Ahmed Karamanli.[46] The Karamanlis ruled from 1711 until 1835 mainly in Tripolitania, and had influence in Cyrenaica and Fezzan as well by the mid-18th century. Ahmad's successors proved to be less capable than himself, however, the region's delicate balance of power allowed the Karamanli. The 1793–95 Tripolitanian civil war occurred in those years. In 1793, Turkish officer Ali Benghul deposed Hamet Karamanli and briefly restored Tripolitania to Ottoman rule. Hamet's brother Yusuf (r. 1795–1832) re-established Tripolitania's independence.
|
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|
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+
In the early 19th century war broke out between the United States and Tripolitania, and a series of battles ensued in what came to be known as the First Barbary War and the Second Barbary War. By 1819, the various treaties of the Napoleonic Wars had forced the Barbary states to give up piracy almost entirely, and Tripolitania's economy began to crumble. As Yusuf weakened, factions sprung up around his three sons. Civil war soon resulted.[47]
|
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|
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+
Ottoman Sultan Mahmud II sent in troops ostensibly to restore order, marking the end of both the Karamanli dynasty and an independent Tripolitania.[47] Order was not recovered easily, and the revolt of the Libyan under Abd-El-Gelil and Gûma ben Khalifa lasted until the death of the latter in 1858.[47] The second period of direct Ottoman rule saw administrative changes, and greater order in the governance of the three provinces of Libya. Ottoman rule finally reasserted to Fezzan between 1850 and 1875 for earning income from Saharan commerce.
|
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+
|
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+
After the Italo-Turkish War (1911–1912), Italy simultaneously turned the three regions into colonies.[48] From 1912 to 1927, the territory of Libya was known as Italian North Africa. From 1927 to 1934, the territory was split into two colonies, Italian Cyrenaica and Italian Tripolitania, run by Italian governors. Some 150,000 Italians settled in Libya, constituting roughly 20% of the total population.[49]
|
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|
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+
Omar Mukhtar rose to prominence as a resistance leader against Italian colonization and became a national hero despite his capture and execution on 16 September 1931.[50] His face is currently printed on the Libyan ten dinar note in memory and recognition of his patriotism. Another prominent resistance leader, Idris al-Mahdi as-Senussi (later King Idris I), Emir of Cyrenaica, continued to lead the Libyan resistance until the outbreak of the Second World War.
|
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+
|
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+
The so-called "pacification of Libya" by the Italians resulted in mass deaths of the indigenous people in Cyrenaica, killing approximately one quarter of Cyrenaica's population of 225,000.[51] Ilan Pappé estimates that between 1928 and 1932 the Italian military "killed half the Bedouin population (directly or through disease and starvation in Italian concentration camps in Libya)."[52]
|
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+
|
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In 1934, Italy combined Cyrenaica, Tripolitania and Fezzan and adopted the name "Libya" (used by the Ancient Greeks for all of North Africa except Egypt) for the unified colony, with Tripoli as its capital.[53] The Italians emphasized infrastructure improvements and public works. In particular, they greatly expanded Libyan railway and road networks from 1934 to 1940, building hundreds of kilometers of new roads and railways and encouraging the establishment of new industries and dozen of new agricultural villages.
|
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+
|
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+
In June 1940, Italy entered World War II. Libya became the setting for the hard-fought North African Campaign that ultimately ended in defeat for Italy and its German ally in 1943.
|
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+
|
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+
From 1943 to 1951, Libya was under Allied occupation. The British military administered the two former Italian Libyan provinces of Tripolitana and Cyrenaïca, while the French administered the province of Fezzan. In 1944, Idris returned from exile in Cairo but declined to resume permanent residence in Cyrenaica until the removal of some aspects of foreign control in 1947. Under the terms of the 1947 peace treaty with the Allies, Italy relinquished all claims to Libya.[54]
|
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|
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On 24 December 1951, Libya declared its independence as the United Kingdom of Libya, a constitutional and hereditary monarchy under King Idris, Libya's only monarch. The discovery of significant oil reserves in 1959 and the subsequent income from petroleum sales enabled one of the world's poorest nations to establish an extremely wealthy state. Although oil drastically improved the Libyan government's finances, resentment among some factions began to build over the increased concentration of the nation's wealth in the hands of King Idris.[55]
|
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+
|
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+
On 1 September 1969, a group of rebel military officers led by Muammar Gaddafi launched a coup d'état against King Idris, which became known as the Al Fateh Revolution.[57] Gaddafi was referred to as the "Brother Leader and Guide of the Revolution" in government statements and the official Libyan press.[58] Moving to reduce Italian influence, in October 1970 all Italian-owned assets were expropriated and the 12,000-strong Italian community was expelled from Libya alongside the smaller community of Libyan Jews. The day became a national holiday known as "Vengeance Day".[59] Libya's increase in prosperity was accompanied by increased internal political repression, and political dissent was made illegal under Law 75 of 1973. Widespread surveillance of the population was carried out through Gaddafi's Revolutionary Committees.[60][61][62]
|
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|
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+
Gaddafi also wanted to combat the strict social restrictions that had been imposed on women by the previous regime, establishing the Revolutionary Women's Formation to encourage reform. In 1970, a law was introduced affirming equality of the sexes and insisting on wage parity. In 1971, Gaddafi sponsored the creation of a Libyan General Women's Federation. In 1972, a law was passed criminalizing the marriage of any females under the age of sixteen and ensuring that a woman's consent was a necessary prerequisite for a marriage.[63]
|
82 |
+
|
83 |
+
On 25 October 1975, a coup attempt was launched by some 20 military officers, mostly from the city of Misrata.[64] This resulted in the arrest and executions of the coup plotters.[65] On 2 March 1977, Libya officially became the "Great Socialist People's Libyan Arab Jamahiriya". Gaddafi officially passed power to the General People's Committees and henceforth claimed to be no more than a symbolic figurehead.[66] The new jamahiriya (Arab for "republic") governance structure he established was officially referred to as "direct democracy".[67]
|
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+
|
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+
In February 1977, Libya started delivering military supplies to Goukouni Oueddei and the People's Armed Forces in Chad. The Chadian–Libyan conflict began in earnest when Libya's support of rebel forces in northern Chad escalated into an invasion. Later that same year, Libya and Egypt fought a four-day border war that came to be known as the Libyan-Egyptian War. Both nations agreed to a ceasefire under the mediation of the Algerian president Houari Boumediène.[68] Hundreds of Libyans lost their lives in the country's support for Idi Amin's Uganda in its war against Tanzania. Gaddafi financed various other groups from anti-nuclear movements to Australian trade unions.[69]
|
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+
|
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+
From 1977 onward, per capita income in the country rose to more than US$11,000, the fifth-highest in Africa,[70] while the Human Development Index became the highest in Africa and greater than that of Saudi Arabia.[71] This was achieved without borrowing any foreign loans, keeping Libya debt-free.[72] The Great Manmade River was also built to allow free access to fresh water across large parts of the country.[71] In addition, financial support was provided for university scholarships and employment programs.[73]
|
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+
|
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+
Much of Libya's income from oil, which soared in the 1970s, was spent on arms purchases and on sponsoring dozens of paramilitaries and terrorist groups around the world.[74][75][76] An American airstrike intended to kill Gaddafi failed in 1986. Libya was finally put under sanctions by the United Nations after the bombing of a commercial flight killed 270 people.[77]
|
90 |
+
|
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+
After the Arab Spring movements overturned the rulers of Tunisia and Egypt, Libya experienced a full-scale revolt beginning on 17 February 2011.[78] Libya's authoritarian regime led by Muammar Gaddafi put up much more of a resistance compared to the regimes in Egypt and Tunisia. While overthrowing the regimes in Egypt and Tunisia was a relatively quick process, Gaddafi's campaign posed significant stalls on the uprisings in Libya.[79] The first announcement of a competing political authority appeared online and declared the Interim Transitional National Council as an alternative government. One of Gaddafi's senior advisors responded by posting a tweet, wherein he resigned, defected, and advised Gaddafi to flee.[80] By 20 February, the unrest had spread to Tripoli. On 27 February 2011, the National Transitional Council was established to administer the areas of Libya under rebel control. On 10 March 2011, France became the first state to officially recognise the council as the legitimate representative of the Libyan people.[81][82]
|
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|
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+
Pro-Gaddaffi forces were able to respond militarily to rebel pushes in Western Libya and launched a counterattack along the coast toward Benghazi, the de facto centre of the uprising.[83] The town of Zawiya, 48 kilometres (30 mi) from Tripoli, was bombarded by air force planes and army tanks and seized by Jamahiriya troops, "exercising a level of brutality not yet seen in the conflict."[84]
|
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+
|
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+
Organizations of the United Nations, including United Nations Secretary General Ban Ki-moon[85] and the United Nations Human Rights Council, condemned the crackdown as violating international law, with the latter body expelling Libya outright in an unprecedented action.[86][87]
|
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+
|
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+
On 17 March 2011 the UN Security Council passed Resolution 1973,[88] with a 10–0 vote and five abstentions including Russia, China, India, Brazil and Germany. The resolution sanctioned the establishment of a no-fly zone and the use of "all means necessary" to protect civilians within Libya.[89] On 19 March, the first act of NATO allies to secure the no-fly zone began by destroying Libyan air defenses when French military jets entered Libyan airspace on a reconnaissance mission heralding attacks on enemy targets.[90]
|
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+
|
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+
In the weeks that followed, American forces were in the forefront of NATO operations against Libya. More than 8,000 American personnel in warships and aircraft were deployed in the area. At least 3,000 targets were struck in 14,202 strike sorties, 716 of them in Tripoli and 492 in Brega.[91] The American air offensive included flights of B-2 Stealth bombers, each bomber armed with sixteen 2000-pound bombs, flying out of and returning to their base in Missouri in the continental United States.[92] The support provided by the NATO air forces contributed to the ultimate success of the revolution.[93]
|
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+
|
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+
By 22 August 2011, rebel fighters had entered Tripoli and occupied Green Square,[94] which they renamed Martyrs' Square in honour of those killed since 17 February 2011. On 20 October 2011, the last heavy fighting of the uprising came to an end in the city of Sirte. The Battle of Sirte was both the last decisive battle and the last one in general of the First Libyan Civil War where Gaddafi was captured and killed. The defeat of loyalist forces was celebrated on 23 October 2011, three days after the fall of Sirte.
|
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+
|
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+
At least 30,000 Libyans died in the civil war.[95] In addition, the National Transitional Council estimated 50,000 wounded.[96]
|
104 |
+
|
105 |
+
Since the defeat of loyalist forces, Libya has been torn among numerous rival, armed militias affiliated with distinct regions, cities and tribes, while the central government has been weak and unable effectively to exert its authority over the country. Competing militias have pitted themselves against each other in a political struggle between Islamist politicians and their opponents.[97] On 7 July 2012, Libyans held their first parliamentary elections since the end of the former regime. On 8 August 2012, the National Transitional Council officially handed power over to the wholly elected General National Congress, which was then tasked with the formation of an interim government and the drafting of a new Libyan Constitution to be approved in a general referendum.[98]
|
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+
|
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+
On 25 August 2012, in what Reuters reported as "the most blatant sectarian attack" since the end of the civil war, unnamed organized assailants bulldozed a Sufi mosque with graves, in broad daylight in the center of the Libyan capital Tripoli. It was the second such razing of a Sufi site in two days.[99] Numerous acts of vandalism and destruction of heritage were carried out by suspected Islamist militias, including the removal of the Nude Gazelle Statue and the destruction and desecration of World War II-era British grave sites near Benghazi.[100][101] Many other cases of Heritage vandalism were carried out and were reported to be carried out by Islamist related radical militias and mobs that either destroyed, robbed, or looted a number of Historic sites which remain in danger at present.
|
108 |
+
|
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+
On 11 September 2012, Islamist militants mounted a surprise attack on the American consulate in Benghazi, killing the U.S. ambassador to Libya, J. Christopher Stevens, and three others. The incident generated outrage in the United States and Libya.[102][103]
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+
|
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+
On 7 October 2012, Libya's Prime Minister-elect Mustafa A.G. Abushagur was ousted after failing a second time to win parliamentary approval for a new cabinet.[104][105][106] On 14 October 2012, the General National Congress elected former GNC member and human rights lawyer Ali Zeidan as prime minister-designate.[107] Zeidan was sworn in after his cabinet was approved by the GNC.[108][109] On 11 March 2014, after having been ousted by the GNC for his inability to halt a rogue oil shipment,[110] Prime Minister Zeiden stepped down, and was replaced by Prime Minister Abdullah al-Thani.[111] On 25 March 2014, in the face of mounting instability, al-Thani's government briefly explored the possibility of the restoration of the Libyan monarchy.[citation needed]
|
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+
|
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+
In June 2014, elections were held to the House of Representatives, a new legislative body intended to take over from the General National Congress. The elections were marred by violence and low turnout, with voting stations closed in some areas.[112] Secularists and liberals did well in the elections, to the consternation of Islamist lawmakers in the GNC, who reconvened and declared a continuing mandate for the GNC, refusing to recognise the new House of Representatives.[113] Armed supporters of the General National Congress occupied Tripoli, forcing the newly elected parliament to flee to Tobruk.[114][115]
|
114 |
+
|
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+
Libya has been riven by conflict between the rival parliaments since mid-2014. Tribal militias and jihadist groups have taken advantage of the power vacuum. Most notably, radical Islamist fighters seized Derna in 2014 and Sirte in 2015 in the name of the Islamic State of Iraq and the Levant. In early 2015, neighbouring Egypt launched airstrikes against ISIL in support of the Tobruk government.[116][117][118]
|
116 |
+
|
117 |
+
In January 2015, meetings were held with the aim to find a peaceful agreement between the rival parties in Libya. The so-called Geneva-Ghadames talks were supposed to bring the GNC and the Tobruk government together at one table to find a solution of the internal conflict. However, the GNC actually never participated, a sign that internal division not only affected the "Tobruk Camp", but also the "Tripoli Camp". Meanwhile, terrorism within Libya has steadily increased, affecting also neighbouring countries. The terrorist attack against the Bardo Museum on 18 March 2015, was reportedly carried on by two Libyan-trained militants.[119]
|
118 |
+
|
119 |
+
During 2015 an extended series of diplomatic meetings and peace negotiations were supported by the United Nations, as conducted by the Special Representative of the Secretary-General (SRSG), Spanish diplomat Bernardino Leon.[120][121][122] UN support for the SRSG-led process of dialogue carried on in addition to the usual work of the United Nations Support Mission in Libya (UNSMIL).[123]
|
120 |
+
|
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+
In July 2015 SRSG Leon reported to the UN Security Council on the progress of the negotiations, which at that point had just achieved a political agreement on 11 July setting out "a comprehensive framework…includ[ing] guiding principles…institutions and decision-making mechanisms to guide the transition until the adoption of a permanent constitution." The stated purpose of that process was "…intended to culminate in the creation of a modern, democratic state based on the principle of inclusion, the rule of law, separation of powers and respect for human rights." The SRSG praised the participants for achieving agreement, stating that "The Libyan people have unequivocally expressed themselves in favour of peace." The SRSG then informed the Security Council that "Libya is at a critical stage" and urging "all parties in Libya to continue to engage constructively in the dialogue process", stating that "only through dialogue and political compromise, can a peaceful resolution of the conflict be achieved. A peaceful transition will only succeed in Libya through a significant and coordinated effort in supporting a future Government of National Accord…".
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+
Talks, negotiations and dialogue continued on during mid-2015 at various international locations, culminating at Skhirat in Morocco in early September.[124][125]
|
123 |
+
|
124 |
+
Also in 2015, as part of the ongoing support from the international community, the UN Human Rights Council requested a report about the Libyan situation[126][127] and the High Commissioner for Human Rights, Zeid Ra’ad Al Hussein, established an investigative body (OIOL) to report on human rights and rebuilding the Libyan justice system.[128]
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125 |
+
|
126 |
+
Chaos-ridden Libya has emerged as a major transit point for people trying to reach Europe. More than 700,000 migrants have reached Italy by boat since 2013.[129][130]
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+
|
128 |
+
In May 2018 Libya's rival leaders agreed to hold parliamentary and presidential elections following a meeting in Paris.[131]
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129 |
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+
In April 2019, Khalifa Haftar launched Operation Flood of Dignity, in an offensive by the Libyan National Army aimed to seize Western territories from the Government of National Accord (GNA).[132]
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+
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+
In June 2019, forces allied to Libya's UN-recognized Government of National Accord successfully captured Gharyan, a strategic town where military commander Khalifa Haftar and his fighters were based. According to a spokesman for GNA forces, Mustafa al-Mejii, dozens of LNA fighters under Haftar were killed, while at least 18 were taken prisoner.[133]
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+
In March 2020, UN-backed government of Fayez Al-Sarraj commenced Operation Peace Storm. The government initiated the bid in response to the state of assaults carried by Haftar’s LNA. “We are a legitimate, civilian government that respects its obligations to the international community, but is committed primarily to its people and has an obligation to protect its citizens,” Sarraj said in line with his decision.[134]
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+
Libya extends over 1,759,540 square kilometres (679,362 sq mi), making it the 16th largest nation in the world by size. Libya is bound to the north by the Mediterranean Sea, the west by Tunisia and Algeria, the southwest by Niger, the south by Chad, the southeast by Sudan, and the east by Egypt. Libya lies between latitudes 19° and 34°N, and longitudes 9° and 26°E.
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+
At 1,770 kilometres (1,100 mi), Libya's coastline is the longest of any African country bordering the Mediterranean.[135][136] The portion of the Mediterranean Sea north of Libya is often called the Libyan Sea. The climate is mostly extremely dry and desertlike in nature. However, the northern regions enjoy a milder Mediterranean climate.[137]
|
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+
Natural hazards come in the form of hot, dry, dust-laden sirocco (known in Libya as the gibli). This is a southern wind blowing from one to four days in spring and autumn. There are also dust storms and sandstorms. Oases can also be found scattered throughout Libya, the most important of which are Ghadames and Kufra.[138] Libya is one of the sunniest and driest countries in the world due to prevailing presence of desert environment.
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The Libyan Desert, which covers much of Libya, is one of the most arid and sun-baked places on earth.[57] In places, decades may pass without seeing any rainfall at all, and even in the highlands rainfall seldom happens, once every 5–10 years. At Uweinat, as of 2006[update] the last recorded rainfall was in September 1998.[139]
|
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|
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+
Likewise, the temperature in the Libyan Desert can be extreme; on 13 September 1922, the town of 'Aziziya, which is located southwest of Tripoli, recorded an air temperature of 58 °C (136.4 °F), considered to be a world record.[140][141][142] In September 2012, however, the world record figure of 58 °C was overturned by the World Meteorological Organization.[141][142][143]
|
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There are a few scattered uninhabited small oases, usually linked to the major depressions, where water can be found by digging to a few feet in depth. In the west there is a widely dispersed group of oases in unconnected shallow depressions, the Kufra group, consisting of Tazerbo, Rebianae and Kufra.[139] Aside from the scarps, the general flatness is only interrupted by a series of plateaus and massifs near the centre of the Libyan Desert, around the convergence of the Egyptian-Sudanese-Libyan borders.
|
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+
Slightly further to the south are the massifs of Arkenu, Uweinat, and Kissu. These granite mountains are ancient, having formed long before the sandstones surrounding them. Arkenu and Western Uweinat are ring complexes very similar to those in the Aïr Mountains. Eastern Uweinat (the highest point in the Libyan Desert) is a raised sandstone plateau adjacent to the granite part further west.[139]
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The plain to the north of Uweinat is dotted with eroded volcanic features. With the discovery of oil in the 1950s also came the discovery of a massive aquifer underneath much of Libya. The water in this aquifer pre-dates the last ice ages and the Sahara Desert itself.[144] This area also contains the Arkenu structures, which were once thought to be two impact craters.[145]
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+
The legislature of Libya is the unicameral House of Representatives which meets in Tobruk.
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+
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+
The former legislature was the General National Congress, which had 200 seats.[146] The General National Congress (2014), a largely unrecognised rival parliament based in the de jure capital of Tripoli, claims to be a legal continuation of the GNC.[147][148]
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+
On 7 July 2012, Libyans voted in parliamentary elections, the first free elections in almost 40 years.[149] Around thirty women were elected to become members of parliament.[149] Early results of the vote showed the National Forces Alliance, led by former interim Prime Minister Mahmoud Jibril, as front runner.[150] The Justice and Construction Party, affiliated to the Muslim Brotherhood, has done less well than similar parties in Egypt and Tunisia.[151] It won 17 out of 80 seats that were contested by parties, but about 60 independents have since joined its caucus.[151]
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+
As of January 2013, there was mounting public pressure on the National Congress to set up a drafting body to create a new constitution. Congress had not yet decided whether the members of the body would be elected or appointed.[152]
|
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+
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+
On 30 March 2014 General National Congress voted to replace itself with new House of Representatives. The new legislature allocates 30 seats for women, will have 200 seats overall (with individuals able to run as members of political parties) and allows Libyans of foreign nationalities to run for office.[153]
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|
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+
Following the 2012 elections, Freedom House improved Libya's rating from Not Free to Partly Free, and now considers the country to be an electoral democracy.[154]
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+
Gaddafi merged civil and sharia courts in 1973. Civil courts now employ sharia judges who sit in regular courts of appeal and specialise in sharia appellate cases.[155] Laws regarding personal status are derived from Islamic law.[156]
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|
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+
At a meeting of the European Parliament Committee on Foreign Affairs on 2 December 2014, UN Special Representative Bernardino León described Libya as a non-state.[157]
|
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+
An agreement to form a unified interim government was signed on 17 December 2015.[19] Under the terms of the agreement, a nine-member Presidency Council and a seventeen-member interim Government of National Accord would be formed, with a view to holding new elections within two years.[19] The House of Representatives would continue to exist as a legislature and an advisory body, to be known as the State Council, will be formed with members nominated by the General National Congress (2014).[158]
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Libya's foreign policies have fluctuated since 1951. As a Kingdom, Libya maintained a definitively pro-Western stance, and was recognized as belonging to the conservative traditionalist bloc in the League of Arab States (the present-day Arab League), of which it became a member in 1953.[159] The government was also friendly towards Western countries such as the United Kingdom, United States, France, Italy, Greece, and established full diplomatic relations with the Soviet Union in 1955.[160]
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+
Although the government supported Arab causes, including the Moroccan and Algerian independence movements, it took little active part in the Arab-Israeli dispute or the tumultuous inter-Arab politics of the 1950s and early 1960s. The Kingdom was noted for its close association with the West, while it steered a conservative course at home.[161]
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|
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+
After the 1969 coup, Muammar Gaddafi closed American and British bases and partly nationalized foreign oil and commercial interests in Libya.
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Gaddafi was known for backing a number of leaders viewed as anathema to Westernization and political liberalism, including Ugandan President Idi Amin,[162] Central African Emperor Jean-Bédel Bokassa,[163][164] Ethiopian strongman Haile Mariam Mengistu,[164] Liberian President Charles Taylor,[165] and Yugoslav President Slobodan Milošević.[166]
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Relations with the West were strained by a series of incidents for most of Gaddafi's rule,[167][168][169] including the killing of London policewoman Yvonne Fletcher, the bombing of a West Berlin nightclub frequented by U.S. servicemen, and the bombing of Pan Am Flight 103, which led to UN sanctions in the 1990s, though by the late 2000s, the United States and other Western powers had normalised relations with Libya.[57]
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Gaddafi's decision to abandon the pursuit of weapons of mass destruction after the Iraq War saw Iraqi dictator Saddam Hussein overthrown and put on trial led to Libya being hailed as a success for Western soft power initiatives in the War on Terror.[170][171][172] In October 2010, Gaddafi apologized to African leaders on behalf of Arab nations for their involvement in the African slave trade.[173]
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+
Libya is included in the European Union's European Neighbourhood Policy (ENP) which aims at bringing the EU and its neighbours closer. Libyan authorities rejected European Union's plans aimed at stopping migration from Libya.[174][175] In 2017, Libya signed the UN treaty on the Prohibition of Nuclear Weapons.[176]
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+
Libya's previous national army was defeated in the Libyan Civil War and disbanded. The Tobruk based House of Representatives who claim to be the legitimate government of Libya have attempted to reestablish a military known as the Libyan National Army. Led by Khalifa Haftar, they control much of eastern Libya.[177] In May 2012, an estimated 35,000 personnel had joined its ranks.[178] The internationally recognised Government of National Accord established in 2015 has its own army that replaced the LNA, but it consists largely of undisciplined and disorganised militia groups.
|
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+
As of November 2012, it was deemed to be still in the embryonic stage of development.[179] President Mohammed el-Megarif promised that empowering the army and police force is the government's biggest priority.[180] President el-Megarif also ordered that all of the country's militias must come under government authority or disband.[181]
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+
Militias have so far refused to be integrated into a central security force.[182] Many of these militias are disciplined, but the most powerful of them answer only to the executive councils of various Libyan cities.[182] These militias make up the so-called Libyan Shield, a parallel national force, which operates at the request, rather than at the order, of the defence ministry.[182]
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Historically, the area of Libya was considered three provinces (or states), Tripolitania in the northwest, Barka (Cyrenaica) in the east, and Fezzan in the southwest. It was the conquest by Italy in the Italo-Turkish War that united them in a single political unit.
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+
Since 2007, Libya has been divided into 22 districts (Shabiyat):
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+
According to Human Rights Watch annual report 2016, journalists are still being targeted by the armed groups in Libya. The organization added that Libya has very low rank in the 2015 Press Freedom Index as it occupied 154 out of 180 countries.[183] Homosexuality is illegal in Libya.[184] For the 2019 Press Freedom Index it scored 162 out of 180 countries.
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The Libyan economy depends primarily upon revenues from the oil sector, which account for over half of GDP and 97% of exports.[185] Libya holds the largest proven oil reserves in Africa and is an important contributor to the global supply of light, sweet crude.[186] During 2010, when oil averaged at $80 a barrel, oil production accounted for 54% of GDP.[187] Apart from petroleum, the other natural resources are natural gas and gypsum.[188] The International Monetary Fund estimated Libya's real GDP growth at 122% in 2012 and 16.7% in 2013, after a 60% plunge in 2011.[185]
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The World Bank defines Libya as an 'Upper Middle Income Economy', along with only seven other African countries.[189] Substantial revenues from the energy sector, coupled with a small population, give Libya one of the highest per capita GDPs in Africa.[188] This allowed the Libyan Arab Jamahiriya state to provide an extensive level of social security, particularly in the fields of housing and education.[190]
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Libya faces many structural problems including a lack of institutions, weak governance, and chronic structural unemployment.[191] The economy displays a lack of economic diversification and significant reliance on immigrant labour.[192] Libya has traditionally relied on unsustainably high levels of public sector hiring to create employment.[193] In the mid-2000s, the government employed about 70% of all national employees.[192]
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Unemployment rose from 8% in 2008 to 21% in 2009, according to the census figures.[194] According to an Arab League report, based on data from 2010, unemployment for women stands at 18% while for the figure for men is 21%, making Libya the only Arab country where there are more unemployed men than women.[195] Libya has high levels of social inequality, high rates of youth unemployment and regional economic disparities.[193] Water supply is also a problem, with some 28% of the population not having access to safe drinking water in 2000.[196]
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Libya imports up to 90% of its cereal consumption requirements, and imports of wheat in 2012/13 was estimated at about 1 million tonnes.[197] The 2012 wheat production was estimated at about 200,000 tonnes.[197] The government hopes to increase food production to 800,000 tonnes of cereals by 2020.[197] However, natural and environmental conditions limit Libya's agricultural production potential.[197] Before 1958, agriculture was the country's main source of revenue, making up about 30% of GDP. With the discovery of oil in 1958, the size of the agriculture sector declined rapidly, comprising less than 5% GDP by 2005.[198]
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The country joined OPEC in 1962.[188] Libya is not a WTO member, but negotiations for its accession started in 2004.[199]
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In the early 1980s, Libya was one of the wealthiest countries in the world; its GDP per capita was higher than some developed countries.[200]
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In the early 2000s officials of the Jamahiriya era carried out economic reforms to reintegrate Libya into the global economy.[202] UN sanctions were lifted in September 2003, and Libya announced in December 2003 that it would abandon programs to build weapons of mass destruction.[203] Other steps have included applying for membership of the World Trade Organization, reducing subsidies, and announcing plans for privatization.[204]
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Authorities privatized more than 100 government owned companies after 2003 in industries including oil refining, tourism and real estate, of which 29 were 100% foreign owned.[205] Many international oil companies returned to the country, including oil giants Shell and ExxonMobil.[206] After sanctions were lifted there was a gradual increase of air traffic, and by 2005 there were 1.5 million yearly air travellers.[207] Libya had long been a notoriously difficult country for Western tourists to visit due to stringent visa requirements.[208]
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In 2007 Saif al-Islam Gaddafi, the second-eldest son of Muammar Gaddafi, was involved in a green development project called the Green Mountain Sustainable Development Area, which sought to bring tourism to Cyrene and to preserve Greek ruins in the area.[209]
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In August 2011 it was estimated that it would take at least 10 years to rebuild Libya's infrastructure. Even before the 2011 war, Libya's infrastructure was in a poor state due to "utter neglect" by Gaddafi's administration, according to the NTC.[210] By October 2012, the economy had recovered from the 2011 conflict, with oil production returning to near normal levels.[185] Oil production was more than 1.6 million barrels per day before the war. By October 2012, the average oil production has surpassed 1.4 million bpd.[185] The resumption of production was made possible due to the quick return of major Western companies, like Total, Eni, Repsol, Wintershall and Occidental.[185] In 2016, an announcement from the company said the company aims 900,000 barrel per day in the next year. Oil production has fallen from 1.6 million barrel per day to 900,000 in four years of war.[211]
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Libya is a large country with a relatively small population, and the population is concentrated very narrowly along the coast.[212] Population density is about 50 persons per km² (130/sq. mi.) in the two northern regions of Tripolitania and Cyrenaica, but falls to less than one person per km² (2.6/sq. mi.) elsewhere. Ninety percent of the people live in less than 10% of the area, primarily along the coast. About 88% of the population is urban, mostly concentrated in the three largest cities, Tripoli, Benghazi and Misrata. Libya has a population of about 6.7 million,[213][214] 27.7% of whom are under the age of 15.[202] In 1984 the population was 3.6 million, an increase from the 1.54 million reported in 1964.[215]
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The majority of the Libyan population is today identified as Arab, that is, Arabic-speaking and Arab-cultured. Berber Libyans, those who retain Berber language and Berber culture, comprise a minority. There are about 140 tribes and clans in Libya.[216]
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Family life is important for Libyan families, the majority of which live in apartment blocks and other independent housing units, with precise modes of housing depending on their income and wealth. Although the Arab Libyans traditionally lived nomadic lifestyles in tents, they have now settled in various towns and cities.[217] Because of this, their old ways of life are gradually fading out. An unknown small number of Libyans still live in the desert as their families have done for centuries. Most of the population has occupations in industry and services, and a small percentage is in agriculture.
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According to the UNHCR, there were around 8,000 registered refugees, 5,500 unregistered refugees, and 7,000 asylum seekers of various origins in Libya in January 2013. Additionally, 47,000 Libyan nationals were internally displaced and 46,570 were internally displaced returnees.[218]
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The original inhabitants of Libya belonged predominantly to various Berber ethnic groups; however, the long series of foreign invasions – particularly by Arabs and Turks – have had a profound and lasting linguistic, cultural, and identity influence on Libya's demographics.
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Today, the great majority of Libya's inhabitants are Arabic-speaking Muslims of mixed descent, with many also tracing their ancestry to the Banu Sulaym tribe, beside Turkish and Berber ethnicities. The Turkish minority are often called "Kouloughlis" and are concentrated in and around villages and towns.[219] Additionally, there are some Libyan ethnic minorities, such as the Berber Tuareg and the Tebou.[220]
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Most Italian settlers, at their height numbering over half a million, left after Italian Libya's independence in 1947. More repatriated in 1970 after the accession of Muammar Gaddafi, but a few hundred of them returned in the 2000s.[221]
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As of 2013[update], the UN estimates that around 12% of Libya's population (upwards of 740,000 people) was made up of foreign migrants.[13] Prior to the 2011 revolution official and unofficial figures of migrant labour range from 25% to 40% of the population (between 1.5 and 2.4 million people). Historically, Libya has been a host state for millions of low- and high-skilled Egyptian migrants, in particular.[222]
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It is difficult to estimate the total number of immigrants in Libya as there are often differences between census figures, official counts and usually more accurate unofficial estimates. In the 2006 census, around 359,540 foreign nationals were resident in Libya out of a population of over 5.5 million (6.35% of the population). Almost half of these were Egyptians, followed by Sudanese and Palestinian immigrants.[223]
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During the 2011 revolution, 768,362 immigrants fled Libya as calculated by the IOM, around 13% of the population at the time, although many more stayed on in the country.[223][224]
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If consular records prior to the revolution are used to estimate the immigrant population, as many as 2 million Egyptian migrants were recorded by the Egyptian embassy in Tripoli in 2009, followed by 87,200 Tunisians, and 68,200 Moroccans by their respective embassies. Turkey recorded the evacuation of 25,000 workers during the 2011 uprising.[225] The number of Asian migrants before the revolution were roughly 100,000 (60,000 Bangladeshis, 18,000 Indians, 10,000 Pakistanis, 8000 Filipinos as well as Chinese, Korean, Vietnamese, Thai and other workers).[226] This would put the immigrant population at almost 40% before the revolution and is a figure more consistent with government estimates in 2004 which put the regular and irregular migrant numbers at 1.35 to 1.8 million (25–33% of the population at the time).[223]
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Libya's native population of Arabs-Berbers as well as Arab migrants of various nationalities collectively make up 97% of the population as of 2014[update].
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According to the CIA, the official language of Libya is Arabic.[227] The local Libyan Arabic variety is spoken alongside Modern Standard Arabic. Various Berber languages are also spoken, including Tamasheq, Ghadamis, Nafusi, Suknah and Awjilah.[227] The Libyan Amazigh High Council (LAHC) has declared the Amazigh (Berber or Tamazight) language as an official language in the cities and districts inhabited by the Berbers in Libya.[228]
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In addition, Italian and English are widely understood in the major cities, with the former used in commerce and still spoken among the remaining Italian population.[227]
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About 97% of the population in Libya are Muslims, most of whom belong to the Sunni branch.[202][229] Small numbers of Ibadi Muslims and Ahmadis also live in the country.[230][231]
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Before the 1930s, the Senussi Sunni Sufi movement was the primary Islamic movement in Libya. This was a religious revival adapted to desert life. Its zawaaya (lodges) were found in Tripolitania and Fezzan, but Senussi influence was strongest in Cyrenaica. Rescuing the region from unrest and anarchy, the Senussi movement gave the Cyrenaican tribal people a religious attachment and feelings of unity and purpose.[232] This Islamic movement was eventually destroyed by the Italian invasion. Gaddafi asserted that he was a devout Muslim, and his government was taking a role in supporting Islamic institutions and in worldwide proselytising on behalf of Islam.[233]
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Since the fall of Gaddafi, ultra-conservative strains of Islam have reasserted themselves in places. Derna in eastern Libya, historically a hotbed of jihadist thought, came under the control of militants aligned with the Islamic State of Iraq and the Levant in 2014.[234] Jihadist elements have also spread to Sirte and Benghazi, among other areas, as a result of the Second Libyan Civil War.[235][236]
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There are small foreign communities of Christians. Coptic Orthodox Christianity, which is the Christian Church of Egypt, is the largest and most historical Christian denomination in Libya. There are about 60,000 Egyptian Copts in Libya.[237] Copts in Libya are Egyptian. There are three Coptic Churches in Libya, one in Tripoli, one in Benghazi, and one in Misurata.
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The Coptic Church has grown in recent years in Libya, due to the growing immigration of Egyptian Copts to Libya. There are an estimated 40,000 Roman Catholics in Libya who are served by two Bishops, one in Tripoli (serving the Italian community) and one in Benghazi (serving the Maltese community). There is also a small Anglican community, made up mostly of African immigrant workers in Tripoli; it is part of the Anglican Diocese of Egypt. People have been arrested on suspicion of being Christian missionaries, as proselytising is illegal.[238] Christians have also faced the threat of violence from radical Islamists in some parts of the country, with a well-publicised video released by the Islamic State of Iraq and the Levant in February 2015 depicting the mass beheading of Christian Copts.[239][240]
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Libya was once the home of one of the oldest Jewish communities in the world, dating back to at least 300 BC.[241] In 1942, the Italian Fascist authorities set up forced labor camps south of Tripoli for the Jews, including Giado (about 3,000 Jews), Gharyan, Jeren, and Tigrinna. In Giado some 500 Jews died of weakness, hunger, and disease. In 1942, Jews who were not in the concentration camps were heavily restricted in their economic activity and all men between 18 and 45 years were drafted for forced labor. In August 1942, Jews from Tripolitania were interned in a concentration camp at Sidi Azaz. In the three years after November 1945, more than 140 Jews were murdered, and hundreds more wounded, in a series of pogroms.[242] By 1948, about 38,000 Jews remained in the country. Upon Libya's independence in 1951, most of the Jewish community emigrated.
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Many Arabic speaking Libyans consider themselves as part of a wider Arab community. This was strengthened by the spread of Pan-Arabism in the mid-20th century, and their reach to power in Libya where they instituted Arabic as the only official language of the state. Under their dictatorship the teaching and even use of indigenous Berber language was strictly forbidden.[243] In addition to banning foreign languages previously taught in academic institutions, leaving entire generations of Libyans with limitations in their comprehension of the English language. Both the spoken Arabic dialects and Berber, still retain words from Italian, that were acquired before and during the Libia Italiana period.
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Libyans have a heritage in the traditions of the previously nomadic Bedouin Arabic speakers and sedentary Amazigh tribes. Most Libyans associate themselves with a particular family name originating from tribal or conquest based, typically from Ottoman forefathers, heritage.[citation needed].
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Reflecting the "nature of giving" (Arabic: الاحسان Ihsan, Berber languages: ⴰⵏⴰⴽⴽⴰⴼ Anakkaf ), amongst the Libyan people as well as the sense of hospitality, recently the state of Libya made it to the top 20 on the world giving index in 2013.[244] According to CAF, in a typical month, almost three-quarters (72%) of all Libyans helped somebody they did not know – the third highest level across all 135 countries surveyed.
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There are few theaters or art galleries due to the decades of cultural repression under the Qaddafi regime and lack of infrastructure development under the regime of dictatorship.[245] For many years there have been no public theaters, and only very few cinemas showing foreign films. The tradition of folk culture is still alive and well, with troupes performing music and dance at frequent festivals, both in Libya and abroad.[246]
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A large number of Libyan television stations are devoted to political review, Islamic topics and cultural phenomena. A number of TV stations air various styles of traditional Libyan music.[? clarification needed] Tuareg music and dance are popular in Ghadames and the south. Libyan television broadcasts air programs mostly in Arabic though usually have time slots for English and French programs.[? clarification needed] A 1996 analysis by the Committee to Protect Journalists found Libya's media was the most tightly controlled in the Arab world during the country's dictatorship.[247] As of 2012[update] hundreds of TV stations have begun to air due to the collapse of censorship from the old regime and the initiation of "free media".
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Many Libyans frequent the country's beach and they also visit Libya's archaeological sites—especially Leptis Magna, which is widely considered to be one of the best preserved Roman archaeological sites in the world.[248] The most common form of public transport between cities is the bus, though many people travel by automobile. There are no railway services in Libya, but these are planned for construction in the near future (see rail transport in Libya).[249]
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Libya's capital, Tripoli, has many museums and archives. These include the Government Library, the Ethnographic Museum, the Archaeological Museum, the National Archives, the Epigraphy Museum and the Islamic Museum. The Red Castle Museum located in the capital near the coast and right in the city center, built in consultation with UNESCO, may be the country's most famous.[250]
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Libyan cuisine is a mixture of the different Italian, Bedouin and traditional Arab culinary influences.[citation needed] Pasta is the staple food in the Western side of Libya, whereas rice is generally the staple food in the east.
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Common Libyan foods include several variations of red (tomato) sauce based pasta dishes (similar to the Italian Sugo all'arrabbiata dish); rice, usually served with lamb or chicken (typically stewed, fried, grilled, or boiled in-sauce); and couscous, which is steam cooked whilst held over boiling red (tomato) sauce and meat (sometimes also containing courgettes/zucchini and chickpeas), which is typically served along with cucumber slices, lettuce and olives.
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Bazeen, a dish made from barley flour and served with red tomato sauce, is customarily eaten communally, with several people sharing the same dish, usually by hand. This dish is commonly served at traditional weddings or festivities. Asida is a sweet version of Bazeen, made from white flour and served with a mix of honey, ghee or butter. Another favorite way to serve Asida is with rub (fresh date syrup) and olive oil. Usban is animal tripe stitched and stuffed with rice and vegetables cooked in tomato based soup or steamed. Shurba is a red tomato sauce-based soup, usually served with small grains of pasta.[citation needed]
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A very common snack eaten by Libyans is known as khubs bi' tun, literally meaning "bread with tuna fish", usually served as a baked baguette or pita bread stuffed with tuna fish that has been mixed with harissa (chili sauce) and olive oil. Many snack vendors prepare these sandwiches and they can be found all over Libya. Libyan restaurants may serve international cuisine, or may serve simpler fare such as lamb, chicken, vegetable stew, potatoes and macaroni.[citation needed] Due to severe lack of infrastructure, many under-developed areas and small towns do not have restaurants and instead food stores may be the only source to obtain food products. Alcohol consumption is illegal in the entire country.[citation needed]
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There are four main ingredients of traditional Libyan food: olives (and olive oil), dates, grains and milk.[251] Grains are roasted, ground, sieved and used for making bread, cakes, soups and bazeen. Dates are harvested, dried and can be eaten as they are, made into syrup or slightly fried and eaten with bsisa and milk. After eating, Libyans often drink black tea. This is normally repeated a second time (for the second glass of tea), and in the third round of tea, it is served with roasted peanuts or roasted almonds known as shay bi'l-luz (mixed with the tea in the same glass).[251]
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Libya's population includes 1.7 million students, over 270,000 of whom study at the tertiary level.[252] Basic education in Libya is free for all citizens,[253] and is compulsory up to the secondary level. The adult literacy rate in 2010 was 89.2%.[254]
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After Libya's independence in 1951, its first university – the University of Libya – was established in Benghazi by royal decree.[255] In the 1975–76 academic year the number of university students was estimated to be 13,418. As of 2004[update], this number has increased to more than 200,000, with an extra 70,000 enrolled in the higher technical and vocational sector.[252] The rapid increase in the number of students in the higher education sector has been mirrored by an increase in the number of institutions of higher education.
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Since 1975 the number of universities has grown from two to nine and after their introduction in 1980, the number of higher technical and vocational institutes currently stands at 84 (with 12 public universities).[? clarification needed][252] Since 2007 some new private universities such as the Libyan International Medical University have been established. Although before 2011 a small number of private institutions were given accreditation, the majority of Libya's higher education has always been financed by the public budget. In 1998 the budget allocation for education represented 38.2% of Libya's total national budget.[255]
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In 2010, spending on healthcare accounted for 3.88% of the country's GDP. In 2009, there were 18.71 physicians and 66.95 nurses per 10,000 inhabitants.[256] The life expectancy at birth was 74.95 years in 2011, or 72.44 years for males and 77.59 years for females.[257]
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This article incorporates public domain material from the CIA World Factbook website https://www.cia.gov/library/publications/the-world-factbook/index.html.
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This article incorporates public domain material from the United States Department of State website https://www.state.gov/countries-areas/. (U.S. Bilateral Relations Fact Sheets)
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Coordinates: 27°N 17°E / 27°N 17°E / 27; 17
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A lynx (/lɪŋks/;[2] plural lynx or lynxes[3]) is any of the four species (Canada lynx, Iberian lynx, Eurasian lynx, bobcat) within the medium-sized wild cat genus Lynx. The name lynx originated in Middle English via Latin from the Greek word λύγξ,[2] derived from the Indo-European root leuk- ('light, brightness')[4] in reference to the luminescence of its reflective eyes.[4]
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Lynx have a short tail, characteristic tufts of black hair on the tips of their ears, large, padded paws for walking on snow and long whiskers on the face. Under their neck they have a ruff which has black bars resembling a bow tie, although this is often not visible.
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Body colour varies from medium brown to goldish to beige-white, and is occasionally marked with dark brown spots, especially on the limbs. All species of lynx have white fur on their chests, bellies and on the insides of their legs, fur which is an extension of the chest and belly fur. The lynx's colouring, fur length and paw size vary according to the climate in their range. In the Southwestern United States, they are short-haired, dark in colour and their paws are smaller and less padded. As climates get colder and more northerly, lynx have progressively thicker fur, lighter colour, and their paws are larger and more padded to adapt to the snow. Their paws may be larger than a human hand or foot.
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The smallest species are the bobcat and the Canada lynx, while the largest is the Eurasian lynx, with considerable variations within species.
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The four living species of the genus Lynx are believed to have evolved from the "Issoire lynx", which lived in Europe and Africa during the late Pliocene to early Pleistocene. The Pliocene felid Felis rexroadensis from North America has been proposed as an even earlier ancestor; however, this was larger than any living species, and is not currently classified as a true lynx.[11][12]
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Of the four lynx species, the Eurasian lynx (Lynx lynx) is the largest in size. It is native to European, Central Asian, and Siberian forests. While its conservation status has been classified as "least concern", populations of Eurasian lynx have been reduced or extirpated from Europe, where it is now being reintroduced.
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The Eurasian lynx is the third largest predator in Europe after the brown bear and the grey wolf. It is a strict carnivore, consuming about one or two kilograms of meat every day. The Eurasian lynx is one of the widest-ranging.[13]
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During the summer, the Eurasian lynx has a relatively short, reddish or brown coat which is replaced by a much thicker silver-grey to greyish-brown coat during winter. The lynx hunts by stalking and jumping on its prey, helped by the rugged, forested country in which it resides. A favorite prey for the lynx in its woodland habitat is roe deer. It will feed however on whatever animal appears easiest, as it is an opportunistic predator much like its cousins.[11]
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The Canada lynx (Lynx canadensis), or Canadian lynx, is a North American felid that ranges in forest and tundra regions[14] across Canada and into Alaska, as well as some parts of the northern United States. Historically, the Canadian lynx ranged from Alaska across Canada and into many of the northern U.S. states. In the eastern states, it resided in the transition zone in which boreal coniferous forests yielded to deciduous forests.[15] By 2010, after an 11-year effort, it had been successfully reintroduced into Colorado, where it had become extirpated in the 1970s.[16][17][18] In 2000, the U.S. Fish and Wildlife Service designated the Canada lynx a threatened species in the lower 48 states.[19]
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The Canada lynx is a good climber and swimmer; it constructs rough shelters under fallen trees or rock ledges. It has a thick coat and broad paws, and is twice as effective as the bobcat at supporting its weight on the snow. The Canada lynx feeds almost exclusively on snowshoe hares; its population is highly dependent on the population of this prey animal. It will also hunt medium-sized mammals and birds if hare numbers fall.[14]
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The Iberian lynx (Lynx pardinus) is an endangered species native to the Iberian Peninsula in Southern Europe. It was the most endangered cat species in the world,[20] but conservation efforts have changed its status from critical to endangered. According to the Portuguese conservation group SOS Lynx, if this species dies out, it will be the first feline extinction since the Smilodon 10,000 years ago.[21] The species used to be classified as a subspecies of the Eurasian lynx, but is now considered a separate species. Both species occurred together in central Europe in the Pleistocene epoch, being separated by habitat choice.[22] The Iberian lynx is believed to have evolved from Lynx issiodorensis.[23]
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In 2004, a Spanish government survey showed just two isolated breeding populations of Iberian lynx in southern Spain, totaling about 100 lynx (including only 25 breeding females).[24] An agreement signed in 2003 by the Spanish Environment Ministry and the Andalusian Environment Council seeks to breed the Iberian lynx in captivity.[24] Three Iberian lynx cubs were born as part of the Spanish program in 2005, at the Centro El Acebuche facility in Doñana National Park.[24]
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As a result of the Spanish government program and efforts by others (such as the WWF and the EU's Life projects), the Iberian lynx "has recovered from the brink of extinction";[25] from 2000 to 2015, the population of Iberian lynx more than tripled.[26] The IUCN reassessed the species from "critically endangered" to "endangered" in 2015.[25] A 2014 census of the species showed 327 animals in Andalucia in the "reintroduction areas" of Sierra Morena and Montes de Toledo (Castilla-La Mancha, Spain), the Matachel Valley (Extremadura, Spain), and the Guadiana Valley (Portugal).[25]
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The bobcat (Lynx rufus) is a North American wild cat. With 13 recognized subspecies, the bobcat is common throughout southern Canada, the continental United States, and northern Mexico.[27] The bobcat is an adaptable predator that inhabits deciduous, coniferous, or mixed woodlands, but unlike other Lynx, does not depend exclusively on the deep forest, and ranges from swamps and desert lands to mountainous and agricultural areas, its spotted coat serving as camouflage.[28] The population of the bobcat depends primarily on the population of its prey.[29] Nonetheless, the bobcat is often killed by larger predators such as coyotes.[30]
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The bobcat resembles other species of the genus Lynx, but is on average the smallest of the four. Its coat is variable, though generally tan to grayish brown, with black streaks on the body and dark bars on the forelegs and tail. The ears are black-tipped and pointed, with short, black tufts. There is generally an off-white color on the lips, chin, and underparts. Bobcats in the desert regions of the southwest have the lightest-colored coats, while those in the northern, forested regions have the darkest.[10]
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The lynx is usually solitary, although a small group of lynx may travel and hunt together occasionally. Mating takes place in the late winter and once a year the female gives birth to between one and four kittens. The gestation time of the lynx is about 70 days. The young stay with the mother for one more winter, a total of around nine months, before moving out to live on their own as young adults. The lynx creates its den in crevices or under ledges. It feeds on a wide range of animals from white-tailed deer, reindeer, roe deer, small red deer, and chamois, to smaller, more usual prey: snowshoe hares, fish, foxes, sheep, squirrels, mice, turkeys and other birds, and goats. It also eats ptarmigans, voles, and grouse.
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The lynx inhabits high altitude forests with dense cover of shrubs, reeds, and tall grass. Although this cat hunts on the ground, it can climb trees and can swim swiftly, catching fish.
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The Eurasian lynx ranges from central and northern Europe across Asia up to Northern Pakistan and India. In Iran, they live in Mount Damavand area.[31] Since the beginning of the 20th century, the Eurasian lynx was considered extinct in the wild in Slovenia and Croatia. A resettlement project, begun in 1973, has successfully reintroduced lynx to the Slovenian Alps and the Croatian regions of Gorski Kotar and Velebit, including Croatia's Plitvice Lakes National Park and Risnjak National Park. In both countries, the lynx is listed as an endangered species and protected by law. The lynx was distributed throughout Japan during Jōmon period, but no archeological evidence thereafter suggesting extinction at that time.[32]
|
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Several lynx resettlement projects begun in the 1970s have been successful in various regions of Switzerland. Since the 1990s, there have been numerous efforts to resettle the Eurasian lynx in Germany, and since 2000, a small population can now be found in the Harz mountains near Bad Lauterberg.
|
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|
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The lynx is found in the Białowieża Forest in northeastern Poland, in Estonia and in the northern and western parts of China, particularly the Tibetan Plateau. In Romania, the numbers exceed 2,000, the largest population in Europe outside of Russia, although most experts consider the official population numbers to be overestimated.[33]
|
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|
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The lynx is more common in northern Europe, especially in Norway, Sweden, Estonia, Finland, and the northern parts of Russia. The Swedish population is estimated to be 1200–1500 individuals, spread all over the country, but more common in middle Sweden and in the mountain range. The lynx population in Finland was 1900–2100 individuals in 2008, and the numbers have been increasing every year since 1992. The lynx population in Finland is estimated currently to be larger than ever before.[34] Lynx in Britain were wiped out in the 17th century, but there have been calls to reintroduce them to curb the numbers of deer.[35]
|
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|
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The endangered Iberian lynx lives in southern Spain and formerly in eastern Portugal. There is an Iberian lynx reproduction center outside Silves in the Algarve in southern Portugal.
|
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|
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The two Lynx species in North America, Canada lynx and bobcats, are both found in the temperate zone. While the bobcat is common throughout southern Canada, the continental United States and northern Mexico, the Canada lynx is present mainly in boreal forests of Canada and Alaska.[27]
|
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|
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The lynx is considered a national animal in North Macedonia[36][37] and is displayed on the reverse of the 5 denar coin.[38]
|
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It is also the national animal of Romania.[39]
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Lyon or Lyons (UK: /ˈliːɒ̃/,[5][6] US: /liˈoʊn/,[7][8][c] French: [ljɔ̃] (listen); Arpitan: Liyon, pronounced [ʎjɔ̃]; Italian: Lione, pronounced [liˈone]) is the third-largest city and second-largest urban area of France. It is located at the confluence of the rivers Rhône and Saône, about 470 km (292 mi) south of Paris, 320 km (199 mi) north of Marseille and 56 km (35 mi) northeast of Saint-Étienne. Inhabitants of the city are called Lyonnais.
|
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|
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Lyon had a population of 513,275 in 2015.[10] It is the capital of the Metropolis of Lyon and the region of Auvergne-Rhône-Alpes. The Lyon metropolitan area had a population of 2,265,375 in 2014. The city is recognized for its cuisine and gastronomy, and historical and architectural landmarks; part of it is registered as a UNESCO World Heritage site. Lyon was historically an important area for the production and weaving of silk. Lyon played a significant role in the history of cinema: it is where Auguste and Louis Lumière invented the cinematograph. It is also known for its light festival, the Fête des Lumières, which begins every 8 December and lasts for four days, earning Lyon the title of Capital of Lights.
|
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Economically, Lyon is a major centre for banking, as well as for the chemical, pharmaceutical, and biotech industries. The city contains a significant software industry with a particular focus on video games, and in recent years has fostered a growing local start-up sector.[11] Lyon hosts the international headquarters of Interpol, the International Agency for Research on Cancer and Euronews. According to the Globalization and World Rankings Research Institute, Lyon is considered a Beta city, as of 2018[update].[12] It ranked second in France and 40th globally in Mercer's 2019 liveability rankings.[13]
|
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|
9 |
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According to the historian Dio Cassius, in 43 BC, the Roman Senate ordered the creation of a settlement for Roman refugees of war with the Allobroges. These refugees had been expelled from Vienne and were now encamped at the confluence of the Saône and Rhône rivers. The foundation was built on Fourvière hill and officially called Colonia Copia Felix Munatia, a name invoking prosperity and the blessing of the gods. The city became increasingly referred to as Lugdunum (and occasionally Lugudunum[14]).[15] The earliest translation of this Gaulish place-name as "Desired Mountain" is offered by the 9th-century Endlicher Glossary.[16] In contrast, some modern scholars have proposed a Gaulish hill-fort named Lug[o]dunon, after the Celtic god Lugus ('Light', cognate with Old Irish Lugh, Modern Irish Lú), and dúnon (hill-fort).
|
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The Romans recognised that Lugdunum's strategic location at the convergence of two navigable rivers made it a natural communications hub. The city became the starting point of main Roman roads in the area, and it quickly became the capital of the province, Gallia Lugdunensis. Two Emperors were born in this city: Claudius, whose speech is preserved in the Lyon Tablet in which he justifies the nomination of Gallic Senators, and Caracalla.
|
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|
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Early Christians in Lyon were martyred for their beliefs under the reigns of various Roman emperors, most notably Marcus Aurelius and Septimius Severus.[17] Local saints from this period include Blandina, Pothinus, and Epipodius, among others. The Greek Irenaeus was the second bishop of Lyon during the latter part of the second century.[18] To this day, the archbishop of Lyon is still referred to as "Primat des Gaules".[19]
|
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|
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Burgundians fleeing the destruction of Worms by the Huns in 437 were re-settled at Lugdunum. In 443 the Romans established the Kingdom of the Burgundians, and Lugdunum became its capital in 461. In 843, under the Treaty of Verdun, Lyon went to the Holy Roman Emperor Lothair I. It later was made part of the Kingdom of Arles. Lyon did not come under French control until the 14th century.
|
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|
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+
Fernand Braudel remarked, "Historians of Lyon are not sufficiently aware of the bi-polarity between Paris and Lyon, which is a constant structure in French development...from the late Middle Ages to the Industrial Revolution".[20] In the late 15th century, the fairs introduced by Italian merchants made Lyon the economic counting house of France. Even the Bourse (treasury), built in 1749, resembled a public bazaar where accounts were settled in the open air. When international banking moved to Genoa, then Amsterdam, Lyon remained the banking centre of France.
|
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|
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During the Renaissance, the city's development was driven by the silk trade, which strengthened its ties to Italy. Italian influence on Lyon's architecture is still visible among historic buildings.[21] In the late 1400s and 1500s Lyon was also a key centre of literary activity and book publishing, both of French writers (such as Maurice Scève, Antoine Heroet, and Louise Labé) and of Italians in exile (such as Luigi Alamanni and Gian Giorgio Trissino).
|
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|
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In 1572, Lyon was a scene of mass violence by Catholics against Protestant Huguenots in the St. Bartholomew's Day Massacre. Two centuries later, Lyon was again convulsed by violence when, during the French Revolution, the citizenry rose up against the National Convention and supported the Girondins. The city was besieged by Revolutionary armies for over two months before surrendering in October 1793. Many buildings were destroyed, especially around the Place Bellecour, while Jean-Marie Collot d'Herbois and Joseph Fouché administered the execution of more than 2,000 people. The Convention ordered that its name be changed to "Liberated City" and a plaque was erected that proclaimed "Lyons made war on Liberty; Lyons no longer exists." A decade later, Napoleon ordered the reconstruction of all the buildings demolished during this period.
|
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|
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The Convention was not the only target within Lyon during the 1789-1799 French Revolution. After the National Convention faded into history, the French Directory appeared and days after the September 4, 1797, Coup of 18 Fructidor, a Directory's commissioner was assassinated in Lyon.
|
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|
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The city became an important industrial town during the 19th century. In 1831 and 1834, the canuts (silk workers) of Lyon staged two major uprisings for better working conditions and pay. In 1862, the first of Lyon's extensive network of funicular railways began operation.
|
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|
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During World War II, Lyon was a centre for the occupying Nazi forces, including Klaus Barbie, the infamous "Butcher of Lyon". But the city was also a stronghold of the French Resistance – the many secret passages known as traboules enabled people to escape Gestapo raids. On 3 September 1944, Lyon was liberated by the 1st Free French Division and the Forces Françaises de l'Intérieur. The city is now home to a resistance museum.[22][23]
|
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|
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The Rhône and Saône converge to the south of the historic city centre, forming a peninsula – the "Presqu'île" – bounded by two large hills to the west and north and a large plain eastward. Place Bellecour is located on the Presqu'île between the two rivers and is the third-largest public square in France. The broad, pedestrian-only Rue de la République leads north from Place Bellecour.
|
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|
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The northern hill is La Croix-Rousse, known as "the hill that works" because it is traditionally home to many small silk workshops, an industry for which the city has long been renowned.[24]
|
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|
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The western hill is Fourvière, known as "the hill that prays" because it is the location for Notre-Dame de Fourvière basilica, several convents, and Archbishop residence. The district, Vieux Lyon, also hosts the Tour métallique (a highly visible TV tower, replicating the last stage of the Eiffel Tower) and one of the city's funicular railways.[25] Fourvière, along with portions of the Presqu'île and much of La Croix-Rousse, is designated as a UNESCO World Heritage site.[26]
|
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East of the Rhône from the Presqu'île is a large flat area upon which sits much of modern Lyon and contains most of the city's population. Situated in this area is La Part-Dieu urban centre, which clusters the landmark structures Tour Part-Dieu, Tour Oxygène, and Tour Swiss Life, as well as the city's primary railway station, Gare de Lyon-Part-Dieu.
|
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North of this district lays the sixth arrondissement, which is home to one of Europe's largest urban parks, the Parc de la Tête d'or, as well as Lycée du Parc and Interpol's world headquarters.
|
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Lyon has a humid subtropical climate (Köppen: Cfa), bordering on an oceanic climate (Cfb) due to the higher average temperature being around 22 °C.[27] But in modified classifications such as that of Trewartha, France's third largest city has an oceanic climate (Do). The mean temperature in Lyon in the coldest month is 3.2 °C (37.8 °F) in January and in the warmest month in July is 22 °C (71.6 °F). Precipitation is adequate year-round, at an average of 830 mm (32.7 in), but the winter months are the driest. The highest recorded temperature was 40.5 °C (104.9 °F) on 13 August 2003 while the lowest recorded temperature was −24.6 °C (−12.3 °F) on 22 December 1938.[28]
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Like Paris and Marseille, the city of Lyon is divided into a number of municipal arrondissements, each of which is identified by a number and has its own council and town hall. Five arrondissements were originally created in 1852, when three neighbouring communes (La Croix-Rousse, La Guillotière, and Vaise) were annexed by Lyon. Between 1867 and 1959, the third arrondissement (which originally covered the whole of the Left Bank of the Rhône) was split three times, creating a new arrondissement in each case. Then, in 1963, the commune of Saint-Rambert-l'Île-Barbe was annexed to Lyon's fifth arrondissement. A year later, in 1964, the fifth was split to create Lyon's 9th – and, to date, final – arrondissement. Within each arrondissement, the recognisable quartiers or neighbourhoods are:
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Geographically, Lyon's two main rivers, the Saône and the Rhône, divide the arrondissements into three groups:
|
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Ancient Theatre of Fourvière
|
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Odeon of Lyon
|
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Amphitheatre of the Three Gauls
|
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Lyon Cathedral
|
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Vieux Lyon
|
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Église Saint-Paul
|
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Église Saint-Bonaventure
|
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Saint-Nizier Church
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Church of Saint-Just, Lyon
|
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Basilica of Saint-Martin d'Ainay
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Manécanterie, Lyon
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Hôtel de ville de Lyon
|
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Museum of Fine Arts of Lyon
|
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Hôtel-Dieu de Lyon
|
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Place Bellecour
|
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Église Notre Dame Saint-Vincent
|
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Temple du Change
|
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Church of Saint-Bruno des Chartreux
|
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Palais de la Bourse, Lyon
|
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Basilica of Notre-Dame de Fourvière
|
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Metallic tower of Fourvière
|
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Place des Jacobins
|
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Palais de justice historique de Lyon
|
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Théâtre des Célestins
|
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Opéra Nouvel
|
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Grande synagogue de Lyon
|
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Tour Part-Dieu
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The GDP of Lyon was 74 billion euro in 2012,[35] making it the second richest city in France after Paris. Lyon and its region Rhône-Alpes represent one of the most important economies in Europe and, according to Loughborough University, can be compared to Philadelphia, Mumbai or Athens with regard to its international position. The city of Lyon is working in partnership to more easily enable the establishment of new headquarters in the territory (ADERLY, Chambre du commerce et d'industrie, Grand Lyon...). High-tech industries such as biotechnology, software development, video game (Arkane Studios, Ivory Tower, Eden Games, EA France, Bandai Namco Entertainment Europe), and internet services are also growing. Other important sectors include medical research and technology, non-profit institutions, and universities. Lyon is home to the P4-Inserm–ean Merieux Laboratory which conducts top-level vaccine research.[36]
|
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The city is home to the headquarters of many large companies such as Groupe SEB, Sanofi Pasteur, Renault Trucks, Norbert Dentressangle, LCL S.A., Descours & Cabaud, Merial, Point S, BioMérieux, Iveco Bus, Compagnie Nationale du Rhône, GL Events, April Group, Boiron, Feu Vert, Panzani, Babolat, Euronews, Lyon Airports, LVL Medical, and inter-governmental agencies IARC, Interpol.
|
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The specialisation of some sectors of activities has led to the creation of many main business centres:
|
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La Part-Dieu, located in the 3rd arrondissement is the second biggest business quarter after La Défense in Paris with over 1,600,000 m2 (17,222,256.67 sq ft) of office space and services and more than 55,000 jobs.[37] Cité Internationale, created by the architect Renzo Piano is located in the border of the Parc de la Tête d'Or in the 6th arrondissement. The worldwide headquarters of Interpol is located there. The district of Confluence, in the south of the historic centre, is a new pole of economical and cultural development.
|
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Tourism is an important part of the Lyon economy, with one billion euros in 2007 and 3.5 million hotel-nights in 2006 provided by non-residents. Approximately 60% of tourists visit for business, with the rest for leisure. In January 2009, Lyon ranked first in France for hostels business. The festivals most important for attracting tourists are the Fête des lumières, the Nuits de Fourvière every summer, the Biennale d'art contemporain and the Nuits Sonores.
|
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Since the Middle Ages, the region residents have spoken several dialects of Franco-Provençal. The Lyonnais dialect was replaced by the French language as the importance of the city grew. However some "frenchified" Franco-Provençal words can also be heard in the French of the Lyonnais, who call their little boys and girls "gones" and "fenottes" for example.[38]
|
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|
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The Historic Site of Lyon was designated a UNESCO World Heritage Site in 1998. In its designation, UNESCO cited the "exceptional testimony to the continuity of urban settlement over more than two millennia on a site of great commercial and strategic significance."[42] The specific regions comprising the Historic Site include the Roman district and Fourvière, the Renaissance district (Vieux Lyon), the silk district (slopes of Croix-Rousse), and the Presqu'île, which features architecture from the 12th century to modern times.[43]
|
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Both Vieux Lyon and the slopes of Croix-Rousse are known for their narrow passageways (named traboules) that pass through buildings and link streets on either side. The first examples of traboules are thought to have been built in Lyon in the 4th century.[44] The traboules allowed the inhabitants to get from their homes to the Saône quickly and allowed the canuts on the Croix-Rousse hill to get from their workshops to the textile merchants at the foot of the hill.
|
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Lyon has a long and chronicled culinary arts tradition. The noted food critic Curnonsky referred to the city as "the gastronomic capital of the world",[45] a claim repeated by later writers such as Bill Buford.[46] Renowned 3-star Michelin chefs such as Marie Bourgeois[47] and Eugénie Brazier[48] developed Lyonnaise cuisine into a national phenomenon favoured by the French elite; a tradition which Paul Bocuse later turned into a worldwide success.[49]
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The bouchon is a traditional Lyonnais restaurant that serves local fare such as sausages, duck pâté or roast pork, along with local wines. Two of France's best known wine-growing regions are located near the city: the Beaujolais region to the north and the Côtes du Rhône region to the south. Another Lyon tradition is a type of brunch food called "mâchons", made of local charcuterie and usually accompanied by Beaujolais red wine. Mâchons were the customary meal of the canuts, the city's silk workers, who ate a late-morning meal after they finished their shifts in the factories.[50]
|
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Other traditional local dishes include coq au vin; quenelle; gras double; salade lyonnaise (lettuce with bacon, croûtons and a poached egg); and the sausage-based rosette lyonnaise and andouillette. Popular local confections include marron glacé and coussin de Lyon. Cervelle de canut (literally, "silk worker's brains") is a cheese spread/dip made of a base of fromage blanc, seasoned with chopped herbs, shallots, salt, pepper, olive oil and vinegar.
|
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More recently, the french tacos was invented in Lyon suburbs in the early 2000s and is now worldwide famous.
|
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Lyon is home to the football club Olympique Lyonnais (OL), whose men's team plays in Ligue 1 and has won the championship of that competition seven times, all consecutively from 2002 to 2008).[51] OL played until December 2015 at the 43,000-seat Stade de Gerland, which also hosted matches of the 1998 FIFA World Cup. Since 2016, the team has played at the Parc Olympique Lyonnais, a 59,000-seat stadium located in the eastern suburb of Décines-Charpieu.[52] OL operates a women's team, Olympique Lyonnais Féminin, which competes in and dominates Division 1 Féminine. They are on a streak of 13 top-flight championships (2007–present), and additionally claim the four titles won by the original incarnation of FC Lyon, a women's football club that merged into OL in 2004 (the current FC Lyon was founded in 2009). The OL women have also won the UEFA Women's Champions League six times, including the two most recent editions in 2018 and 2019. Lyon will host the 2019 FIFA Women's World Cup Semi-Finals as well as the 7 July Final at Stade de Lyon.
|
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Lyon has a rugby union team, Lyon OU, in the Top 14, which moved into Stade de Gerland full-time in 2017–18. In addition, Lyon has a rugby league side called Lyon Villeurbanne that plays in the French rugby league championship. The club's home is the Stade Georges Lyvet in Villeurbanne.
|
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Lyon is also home to the Lyon Hockey Club, an ice hockey team that competes in France's national ice hockey league. The Patinoire Charlemagne is the seat of Club des Sports de Glace de Lyon, the club of Olympic ice dancing champions Marina Anissina and Gwendal Peizerat, and world champions Isabelle Delobel and Olivier Shoenfelder.[53] Lyon-Villeurbanne also has a basketball team, ASVEL, that plays at the Astroballe arena.
|
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|
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Since 2000, Birdy Kids, a group of graffiti artists from the city, has decorated several random buildings and walls along the Lyon ring road. In 2012, the artist collective has been chosen to represent the city as its cultural ambassadors.[54]
|
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|
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The population of the city of Lyon proper was 491,268 at the January 2011 census,[10] 14% of whom were born outside Metropolitan France.[55]
|
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|
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There are some international private schools in the Lyon area, including:
|
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Other Japanese supplementary schools:
|
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Lyon–Saint-Exupéry Airport, located east of Lyon, serves as a base for domestic and international flights. It is a key transport facility for the entire Rhône-Alpes region, with coach links to other cities in the area. The in-house train station Gare de Lyon Saint-Exupéry connects the airport to the nationwide TGV network. The Rhônexpress tram monopoly links the airport with the business quarter of La Part Dieu in less than 30 minutes, and offers connections with Underground A & B, Tramway T1, T3 & T4, and bus lines. Lyon public transport Sytral offers a bus service, Route 47, that links the airport to Meyzieu[58] where passengers can change onto Tram T3. The regular price of public transport is €1.90, as opposed to €15 one way for the Rhonexpress. In the suburb of Bron, the smaller Lyon-Bron Airport provides an alternative for domestic aviation.
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+
Lyon has two major railway stations: Lyon Part-Dieu, which was built to accommodate the TGV, and Lyon Perrache, an older station that now provides mostly regional service. Smaller railway stations include Gorge-de-Loup, Vaise, Vénissieux, Saint-Paul and Jean Macé. Lyon was the first city to be connected to Paris by the TGV in 1981. Since that time the TGV train network has expanded and links Lyon directly to Perpignan, Toulouse, Nice, Marseille, Strasbourg, Nantes and Lille. International trains operate directly to Madrid, Barcelona, Milan, Turin, Geneva, Frankfurt, Luxembourg, Brussels and London.
|
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+
|
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+
The city is at the heart of a dense road network and is located at the meeting point of several highways: A6 (to Paris); A7 (to Marseille); A42 (to Geneva); and A43 (to Grenoble). The city is now bypassed by the A46. A double motorway tunnel passes under Fourvière, connecting the A6 and the A7 autoroutes, both forming the "Autoroute du Soleil".
|
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+
|
142 |
+
Lyon is served by the Eurolines intercity coach organisation. Its Lyon terminal is located at the city's Perrache railway station, which serves as an intermodal transportation hub for tramways, local and regional trains and buses, the terminus of Metro line A, of the Tramway T2, the bicycle service Vélo'v, and taxis.
|
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+
|
144 |
+
The Transports en commun lyonnais (TCL), Lyon's public transit system, consisting of metro, tramways and buses, serves 62 communes of the Lyon metropolis. The metro network has four lines ( A B C D ), 42 stations, and runs with a frequency of up to a train every 2 minutes. There are five Lyon tram lines ( T1 T2 T3 T4 T5) since April 2009: T1 from Debourg in the south to IUT-Feyssine in the north, Tram T2 from Perrache railway station to Saint-Priest in the south-east, Tram T3 from Part-Dieu to Meyzieu, Tram T4 from 'Hôptial Feyzin Venissieux' to Gaston Berger. Tram T5 from Grange Blanche, in the south-east to Eurexpo in the south-wast. The Lyon bus network consists of the Lyon trolleybus system, motorbuses, and coaches for areas outside the centre. There are also two funicular lines from Vieux Lyon to Saint-Just and Fourvière. The ticketing system is relatively simple as the city has only one public transport operator, the SYTRAL.
|
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|
146 |
+
The public transit system has been complemented since 2005 by Vélo'v, a bicycle network providing a low-cost service where bicycles can be hired and returned at any of 340 stations throughout the city. Borrowing a bicycle for less than 30 minutes is free. Free rental time can be extended for another 30 minutes at any station. Lyon was the first city in France to introduce this bicycle renting system. In 2011 the Auto'lib car rental service was introduced; it works much the same way as the Velo'v but for cars.
|
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+
|
148 |
+
The average amount of time people spend commuting with public transit in Lyon on a weekday is 45 minutes. The average amount of time people wait at a stop or station for public transit is 11 min, while 17% 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 4.7 km, while 4% travel for over 12 km in a single direction.[59]
|
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+
|
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+
Lyon is a pilot city of the Council of Europe and the European Commission "Intercultural cities" program.[60]
|
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+
|
152 |
+
Lyon is twinned with:[61]
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en/3588.html.txt
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The lyre (Greek: λύρα, lýra) is a string instrument known for its use in Greek classical antiquity and later periods. The lyre is similar in appearance to a small harp but with distinct differences.
|
2 |
+
|
3 |
+
In organology, lyre is defined as a "yoke lute", being a lute in which the strings are attached to a yoke that lies in the same plane as the sound-table and consists of two arms and a cross-bar.
|
4 |
+
|
5 |
+
In Ancient Greece, recitations of lyric poetry were accompanied by lyre playing. The earliest picture of a lyre with seven strings appears in the famous sarcophagus of Hagia Triada (a Minoan settlement in Crete). The sarcophagus was used during the Mycenaean occupation of Crete (c. 1400 BC).[1][2]
|
6 |
+
|
7 |
+
The lyre of classical antiquity was ordinarily played by being strummed with a plectrum (pick), like a guitar or a zither, rather than being plucked with the fingers as with a harp. The fingers of the free hand silenced the unwanted strings in the chord. Other instruments, also called "lyres", were played with a bow in Europe and parts of the Middle East, namely the Arabic rebab and its descendants,[3] including the Byzantine lyra.[4]
|
8 |
+
|
9 |
+
The earliest reference to the word is the Mycenaean Greek ru-ra-ta-e, meaning "lyrists" and written in the Linear B script.[5] In classical Greek, the word "lyre" could either refer specifically to an amateur instrument, which is a smaller version of the professional cithara and eastern-Aegean barbiton, or "lyre" can refer generally to all three instruments as a family.[6] The English word comes via Latin from the Greek.[7]
|
10 |
+
|
11 |
+
The term is also used metaphorically to refer to the work or skill of a poet, as in Shelley's "Make me thy lyre, even as the forest is"[8] or Byron's "I wish to tune my quivering lyre, / To deeds of fame, and notes of fire".[9]
|
12 |
+
|
13 |
+
A classical lyre has a hollow body or sound-chest (also known as soundbox or resonator), which, in ancient Greek tradition, was made out of turtle shell.[7][10] Extending from this sound-chest are two raised arms, which are sometimes hollow, and are curved both outward and forward. They are connected near the top by a crossbar or yoke. An additional crossbar, fixed to the sound-chest, makes the bridge, which transmits the vibrations of the strings. The deepest note was that farthest from the player's body; since the strings did not differ much in length, more weight may have been gained for the deeper notes by thicker strings, as in the violin and similar modern instruments, or they were tuned by having a slacker tension. The strings were of gut. They were stretched between the yoke and bridge, or to a tailpiece below the bridge. There were two ways of tuning: one was to fasten the strings to pegs that might be turned, while the other was to change the placement of the string on the crossbar; it is likely that both expedients were used simultaneously.[6]
|
14 |
+
|
15 |
+
According to ancient Greek mythology, the young god Hermes stole a herd of sacred cows from Apollo. In order not to be followed, he made shoes for the cows which forced them to walk backwards. Apollo, following the trails, could not follow where the cows were going. Along the way, Hermes slaughtered one of the cows and offered all but the entrails to the gods. From the entrails and a tortoise/turtle shell, he created the Lyre. Apollo, figuring out it was Hermes who had his cows, confronted the young god. Apollo was furious, but after hearing the sound of the lyre, his anger faded. Apollo offered to trade the herd of cattle for the lyre. Hence, the creation of the lyre is attributed to Hermes. Other sources credit it to Apollo himself.[11]
|
16 |
+
|
17 |
+
Locales in southern Europe, western Asia, or north Africa have been proposed[by whom?] as the historic birthplace of the genus.[citation needed] The instrument is still played in north-eastern parts of Africa.
|
18 |
+
|
19 |
+
Some of the cultures using and developing the lyre were the Aeolian and Ionian Greek colonies on the coasts of Asia (ancient Asia Minor, modern day Turkey) bordering the Lydian empire. Some mythic masters like Musaeus, and Thamyris were believed to have been born in Thrace, another place of extensive Greek colonization. The name kissar (cithara) given by the ancient Greeks to Egyptian box instruments reveals the apparent similarities recognized by Greeks themselves. The cultural peak of ancient Egypt, and thus the possible age of the earliest instruments of this type, predates the 5th century classic Greece. This indicates the possibility that the lyre might have existed in one of Greece's neighboring countries, either Thrace, Lydia, or Egypt, and was introduced into Greece at pre-classic times.
|
20 |
+
|
21 |
+
The number of strings on the classical lyre varied at different epochs and possibly in different localities—four, seven, and ten having been favorite numbers. They were used without a fingerboard, no Greek description or representation having ever been met with that can be construed as referring to one. Nor was a bow possible, the flat sound-board being an insuperable impediment. The pick, or plectrum, however, was in constant use. It was held in the right hand to set the upper strings in vibration; when not in use, it hung from the instrument by a ribbon. The fingers of the left hand touched the lower strings (presumably to silence those whose notes were not wanted).[6]
|
22 |
+
|
23 |
+
There is no evidence as to the stringing of the Greek lyre in the heroic age. Plutarch says that Olympus and Terpander used but three strings to accompany their recitation. As the four strings led to seven and eight by doubling the tetrachord, or series of four tones filling in the interval of a perfect fourth, so the trichord is connected with the hexachord or six-stringed lyre depicted on many archaic Greek vases.[clarification needed] The accuracy of this representation cannot be insisted upon, the vase painters being little mindful of the complete expression of details; yet one may suppose their tendency would be rather to imitate than to invent a number. It was their constant practice to represent the strings as being damped by the fingers of the left hand of the player, after having been struck by the plectrum held in the right hand.[6] Before Greek civilization had assumed its historic form, there was likely to have been great freedom and independence of different localities in the matter of lyre stringing, which is corroborated by the antique use of the chromatic (half-tone) and enharmonic (quarter-tone) tunings pointing to an early exuberance, and perhaps also to a bias towards refinements of intonation.[original research?]
|
24 |
+
|
25 |
+
Lyres from various times and places are sometimes regarded by organologists as a branch of the zither family, a general category that includes not only zithers, but many different stringed instruments, such as lutes, guitars, kantele, and psalteries.
|
26 |
+
|
27 |
+
Others view the lyre and zither as being two separate classes. Those specialists maintain that the zither is distinguished by strings spread across all or most of its soundboard, or the top surface of its sound-chest, also called soundbox or resonator, as opposed to the lyre, whose strings emanate from a more or less common point off the soundboard, such as a tailpiece. Examples of that difference include a piano (a keyed zither) and a violin (referred to by some as a species of fingerboard lyre). Some specialists even argue that instruments such as the violin and guitar belong to a class apart from the lyre because they have no yokes or uprights surmounting their resonators as "true" lyres have. This group they usually refer to as the lute class, after the instrument of that name, and include within it the guitar, the violin, the banjo, and similar stringed instruments with fingerboards. Those who differ with that opinion counter by calling the lute, violin, guitar, banjo, and other such instruments "independent fingerboard lyres," as opposed to simply "fingerboard lyres" such as the Welsh crwth, which have both fingerboards and frameworks above their resonators.[citation needed]
|
28 |
+
|
29 |
+
The so-called lyres of Ur, excavated in ancient Mesopotamia (modern Iraq), date to 2500 BC and are considered to be the world's oldest surviving stringed instruments.[12]
|
30 |
+
|
31 |
+
Over time, the name in the wider Hellenic space came to be used to label mostly bowed lutes such as the Byzantine lyra, the Pontic lyra, the Constantinopolitan lyra, the Cretan lyra, the lira da braccio, the Calabrian lira, the lijerica, the lyra viol, the lirone.
|
32 |
+
|
33 |
+
Other instruments known as lyres have been fashioned and used in Europe outside the Greco-Roman world since at least the Iron Age.[13] The remains of what is thought to be the bridge of a 2300-year-old lyre were discovered on the Isle of Skye, Scotland in 2010 making it Europe's oldest surviving piece of a stringed musical instrument.[13][14] Material evidence suggests lyres became more widespread during the early Middle Ages,[citation needed] and one view[whose?] holds that many modern stringed instruments are late-emerging examples of the lyre class. There is no clear evidence that non-Greco-Roman lyres were played exclusively with plectra, and numerous instruments regarded by some as modern lyres are played with bows.
|
34 |
+
|
35 |
+
Lyres appearing to have emerged independently of Greco-Roman prototypes were used by the Germanic and Celtic peoples over a thousand years ago (sometimes called psalterys). Dates of origin, which probably vary from region to region, cannot be determined, but the oldest known fragments of such instruments are thought to date from the fifth century England with the Discovery of the Abingdon Lyre. After the bow made its way into Europe from the Middle-East, around two centuries later, it was applied to several species of those lyres that were small enough to make bowing practical. There came to be two broad classes of bowed European yoke lyres: those with fingerboards dividing the open space within the yoke longitudinally, and those without fingerboards. The last surviving examples of instruments within the latter class were the Scandinavian talharpa and the Finnish jouhikko. Different tones could be obtained from a single bowed string by pressing the fingernails of the player's left hand against various points along the string to fret the string.
|
36 |
+
|
37 |
+
The last of the bowed yoke lyres with fingerboard was the "modern" (c. 1485–1800) Welsh crwth. It had several predecessors both in the British Isles and in Continental Europe. Pitch was changed on individual strings by pressing the string firmly against the fingerboard with the fingertips. Like a violin, this method shortened the vibrating length of the string to produce higher tones, while releasing the finger gave the string a greater vibrating length, thereby producing a tone lower in pitch. This is the principle on which the modern violin and guitar work.
|
38 |
+
|
39 |
+
While the dates of origin and other evolutionary details of the European bowed yoke lyres continue to be disputed among organologists, there is general agreement that none of them were the ancestors of modern orchestral bowed stringed instruments, as once was thought.
|
en/3589.html.txt
ADDED
@@ -0,0 +1,39 @@
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1 |
+
The lyre (Greek: λύρα, lýra) is a string instrument known for its use in Greek classical antiquity and later periods. The lyre is similar in appearance to a small harp but with distinct differences.
|
2 |
+
|
3 |
+
In organology, lyre is defined as a "yoke lute", being a lute in which the strings are attached to a yoke that lies in the same plane as the sound-table and consists of two arms and a cross-bar.
|
4 |
+
|
5 |
+
In Ancient Greece, recitations of lyric poetry were accompanied by lyre playing. The earliest picture of a lyre with seven strings appears in the famous sarcophagus of Hagia Triada (a Minoan settlement in Crete). The sarcophagus was used during the Mycenaean occupation of Crete (c. 1400 BC).[1][2]
|
6 |
+
|
7 |
+
The lyre of classical antiquity was ordinarily played by being strummed with a plectrum (pick), like a guitar or a zither, rather than being plucked with the fingers as with a harp. The fingers of the free hand silenced the unwanted strings in the chord. Other instruments, also called "lyres", were played with a bow in Europe and parts of the Middle East, namely the Arabic rebab and its descendants,[3] including the Byzantine lyra.[4]
|
8 |
+
|
9 |
+
The earliest reference to the word is the Mycenaean Greek ru-ra-ta-e, meaning "lyrists" and written in the Linear B script.[5] In classical Greek, the word "lyre" could either refer specifically to an amateur instrument, which is a smaller version of the professional cithara and eastern-Aegean barbiton, or "lyre" can refer generally to all three instruments as a family.[6] The English word comes via Latin from the Greek.[7]
|
10 |
+
|
11 |
+
The term is also used metaphorically to refer to the work or skill of a poet, as in Shelley's "Make me thy lyre, even as the forest is"[8] or Byron's "I wish to tune my quivering lyre, / To deeds of fame, and notes of fire".[9]
|
12 |
+
|
13 |
+
A classical lyre has a hollow body or sound-chest (also known as soundbox or resonator), which, in ancient Greek tradition, was made out of turtle shell.[7][10] Extending from this sound-chest are two raised arms, which are sometimes hollow, and are curved both outward and forward. They are connected near the top by a crossbar or yoke. An additional crossbar, fixed to the sound-chest, makes the bridge, which transmits the vibrations of the strings. The deepest note was that farthest from the player's body; since the strings did not differ much in length, more weight may have been gained for the deeper notes by thicker strings, as in the violin and similar modern instruments, or they were tuned by having a slacker tension. The strings were of gut. They were stretched between the yoke and bridge, or to a tailpiece below the bridge. There were two ways of tuning: one was to fasten the strings to pegs that might be turned, while the other was to change the placement of the string on the crossbar; it is likely that both expedients were used simultaneously.[6]
|
14 |
+
|
15 |
+
According to ancient Greek mythology, the young god Hermes stole a herd of sacred cows from Apollo. In order not to be followed, he made shoes for the cows which forced them to walk backwards. Apollo, following the trails, could not follow where the cows were going. Along the way, Hermes slaughtered one of the cows and offered all but the entrails to the gods. From the entrails and a tortoise/turtle shell, he created the Lyre. Apollo, figuring out it was Hermes who had his cows, confronted the young god. Apollo was furious, but after hearing the sound of the lyre, his anger faded. Apollo offered to trade the herd of cattle for the lyre. Hence, the creation of the lyre is attributed to Hermes. Other sources credit it to Apollo himself.[11]
|
16 |
+
|
17 |
+
Locales in southern Europe, western Asia, or north Africa have been proposed[by whom?] as the historic birthplace of the genus.[citation needed] The instrument is still played in north-eastern parts of Africa.
|
18 |
+
|
19 |
+
Some of the cultures using and developing the lyre were the Aeolian and Ionian Greek colonies on the coasts of Asia (ancient Asia Minor, modern day Turkey) bordering the Lydian empire. Some mythic masters like Musaeus, and Thamyris were believed to have been born in Thrace, another place of extensive Greek colonization. The name kissar (cithara) given by the ancient Greeks to Egyptian box instruments reveals the apparent similarities recognized by Greeks themselves. The cultural peak of ancient Egypt, and thus the possible age of the earliest instruments of this type, predates the 5th century classic Greece. This indicates the possibility that the lyre might have existed in one of Greece's neighboring countries, either Thrace, Lydia, or Egypt, and was introduced into Greece at pre-classic times.
|
20 |
+
|
21 |
+
The number of strings on the classical lyre varied at different epochs and possibly in different localities—four, seven, and ten having been favorite numbers. They were used without a fingerboard, no Greek description or representation having ever been met with that can be construed as referring to one. Nor was a bow possible, the flat sound-board being an insuperable impediment. The pick, or plectrum, however, was in constant use. It was held in the right hand to set the upper strings in vibration; when not in use, it hung from the instrument by a ribbon. The fingers of the left hand touched the lower strings (presumably to silence those whose notes were not wanted).[6]
|
22 |
+
|
23 |
+
There is no evidence as to the stringing of the Greek lyre in the heroic age. Plutarch says that Olympus and Terpander used but three strings to accompany their recitation. As the four strings led to seven and eight by doubling the tetrachord, or series of four tones filling in the interval of a perfect fourth, so the trichord is connected with the hexachord or six-stringed lyre depicted on many archaic Greek vases.[clarification needed] The accuracy of this representation cannot be insisted upon, the vase painters being little mindful of the complete expression of details; yet one may suppose their tendency would be rather to imitate than to invent a number. It was their constant practice to represent the strings as being damped by the fingers of the left hand of the player, after having been struck by the plectrum held in the right hand.[6] Before Greek civilization had assumed its historic form, there was likely to have been great freedom and independence of different localities in the matter of lyre stringing, which is corroborated by the antique use of the chromatic (half-tone) and enharmonic (quarter-tone) tunings pointing to an early exuberance, and perhaps also to a bias towards refinements of intonation.[original research?]
|
24 |
+
|
25 |
+
Lyres from various times and places are sometimes regarded by organologists as a branch of the zither family, a general category that includes not only zithers, but many different stringed instruments, such as lutes, guitars, kantele, and psalteries.
|
26 |
+
|
27 |
+
Others view the lyre and zither as being two separate classes. Those specialists maintain that the zither is distinguished by strings spread across all or most of its soundboard, or the top surface of its sound-chest, also called soundbox or resonator, as opposed to the lyre, whose strings emanate from a more or less common point off the soundboard, such as a tailpiece. Examples of that difference include a piano (a keyed zither) and a violin (referred to by some as a species of fingerboard lyre). Some specialists even argue that instruments such as the violin and guitar belong to a class apart from the lyre because they have no yokes or uprights surmounting their resonators as "true" lyres have. This group they usually refer to as the lute class, after the instrument of that name, and include within it the guitar, the violin, the banjo, and similar stringed instruments with fingerboards. Those who differ with that opinion counter by calling the lute, violin, guitar, banjo, and other such instruments "independent fingerboard lyres," as opposed to simply "fingerboard lyres" such as the Welsh crwth, which have both fingerboards and frameworks above their resonators.[citation needed]
|
28 |
+
|
29 |
+
The so-called lyres of Ur, excavated in ancient Mesopotamia (modern Iraq), date to 2500 BC and are considered to be the world's oldest surviving stringed instruments.[12]
|
30 |
+
|
31 |
+
Over time, the name in the wider Hellenic space came to be used to label mostly bowed lutes such as the Byzantine lyra, the Pontic lyra, the Constantinopolitan lyra, the Cretan lyra, the lira da braccio, the Calabrian lira, the lijerica, the lyra viol, the lirone.
|
32 |
+
|
33 |
+
Other instruments known as lyres have been fashioned and used in Europe outside the Greco-Roman world since at least the Iron Age.[13] The remains of what is thought to be the bridge of a 2300-year-old lyre were discovered on the Isle of Skye, Scotland in 2010 making it Europe's oldest surviving piece of a stringed musical instrument.[13][14] Material evidence suggests lyres became more widespread during the early Middle Ages,[citation needed] and one view[whose?] holds that many modern stringed instruments are late-emerging examples of the lyre class. There is no clear evidence that non-Greco-Roman lyres were played exclusively with plectra, and numerous instruments regarded by some as modern lyres are played with bows.
|
34 |
+
|
35 |
+
Lyres appearing to have emerged independently of Greco-Roman prototypes were used by the Germanic and Celtic peoples over a thousand years ago (sometimes called psalterys). Dates of origin, which probably vary from region to region, cannot be determined, but the oldest known fragments of such instruments are thought to date from the fifth century England with the Discovery of the Abingdon Lyre. After the bow made its way into Europe from the Middle-East, around two centuries later, it was applied to several species of those lyres that were small enough to make bowing practical. There came to be two broad classes of bowed European yoke lyres: those with fingerboards dividing the open space within the yoke longitudinally, and those without fingerboards. The last surviving examples of instruments within the latter class were the Scandinavian talharpa and the Finnish jouhikko. Different tones could be obtained from a single bowed string by pressing the fingernails of the player's left hand against various points along the string to fret the string.
|
36 |
+
|
37 |
+
The last of the bowed yoke lyres with fingerboard was the "modern" (c. 1485–1800) Welsh crwth. It had several predecessors both in the British Isles and in Continental Europe. Pitch was changed on individual strings by pressing the string firmly against the fingerboard with the fingertips. Like a violin, this method shortened the vibrating length of the string to produce higher tones, while releasing the finger gave the string a greater vibrating length, thereby producing a tone lower in pitch. This is the principle on which the modern violin and guitar work.
|
38 |
+
|
39 |
+
While the dates of origin and other evolutionary details of the European bowed yoke lyres continue to be disputed among organologists, there is general agreement that none of them were the ancestors of modern orchestral bowed stringed instruments, as once was thought.
|
en/359.html.txt
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An amphitheatre or amphitheater (/ˈæmfɪˌθiːətər/)[1][2] is an open-air venue used for entertainment, performances, and sports. The term derives from the ancient Greek ἀμφιθέατρον (amphitheatron),[3] from ἀμφί (amphi), meaning "on both sides" or "around"[4] and θέατρον (théātron), meaning "place for viewing".[5][6]
|
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+
|
5 |
+
Ancient Roman amphitheatres were oval or circular in plan, with seating tiers that surrounded the central performance area, like a modern open-air stadium. In contrast both ancient Greek and ancient Roman theatres were built in a semicircle, with tiered seating rising on one side of the performance area. In modern usage, an "amphitheatre" may consist of theatre-style stages with spectator seating on only one side, theatres in the round, and stadia. Natural formations of similar shape are sometimes known as natural amphitheatres.
|
6 |
+
|
7 |
+
Ancient Roman amphitheatres were major public venues, circular or oval in plan, with perimeter seating tiers. They were used for events such as gladiator combats, chariot races, venationes (animal hunts) and executions. About 230 Roman amphitheatres have been found across the area of the Roman Empire. Their typical shape, functions and name distinguish them from Roman theatres, which are more or less semicircular in shape; from the circuses (similar to hippodromes) whose much longer circuits were designed mainly for horse or chariot racing events; and from the smaller stadia, which were primarily designed for athletics and footraces.[8]
|
8 |
+
|
9 |
+
The earliest Roman amphitheatres date from the middle of the first century BCE, but most were built under Imperial rule, from the Augustan period (27 BCE–14 CE) onwards.[9] Imperial amphitheatres were built throughout the Roman empire; the largest could accommodate 40,000–60,000 spectators. The most elaborate featured multi-storeyed, arcaded façades and were elaborately decorated with marble, stucco and statuary.[10] After the end of gladiatorial games in the 5th century and of staged animal hunts in the 6th, most amphitheatres fell into disrepair. Their materials were mined or recycled. Some were razed, and others were converted into fortifications. A few continued as convenient open meeting places; in some of these, churches were sited.[11]
|
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+
|
11 |
+
A natural amphitheatre is a performance space located in a spot where a steep mountain or a particular rock formation naturally amplifies or echoes sound, making it ideal for musical and theatrical performances. An amphitheatre can be naturally occurring formations which would be ideal for this purpose, even if no theatre has been constructed there.
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+
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Notable natural amphitheatres include the Drakensberg amphitheatre in South Africa, Slane Castle in Ireland, the Supernatural Amphitheatre in Australia, and the Red Rocks and Gorge amphitheatres in the western United States.
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en/3590.html.txt
ADDED
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The cubic metre (in Commonwealth English and international spelling as used by the International Bureau of Weights and Measures) or cubic meter (in American English) is the SI derived unit of volume.[1] Its SI symbol is m3.[1] It is the volume of a cube with edges one metre in length. An alternative name, which allowed a different usage with metric prefixes, was the stère, still sometimes used for dry measure (for instance, in reference to wood). Another alternative name, no longer widely used, was the kilolitre.
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A cubic metre of pure water at the temperature of maximum density (3.98 °C) and standard atmospheric pressure (101.325 kPa) has a mass of 1000 kg, or one tonne. At 0 °C, the freezing point of water, a cubic metre of water has slightly less mass, 999.972 kilograms.
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It is sometimes abbreviated to cu m, m3, M3, m^3, m**3, CBM, cbm when superscript characters or markup cannot be used (e.g. in some typewritten documents and postings in Usenet newsgroups). The "cubic metre" symbol is encoded by Unicode at code point U+33A5 ㎥ SQUARE M CUBED ❰ ㎥ ❱.[4]
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Abbreviated CBM and cbm in the freight business and MTQ (or numeric code 49) in international trade.
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en/3591.html.txt
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Macau, also spelled Macao (/məˈkaʊ/ (listen); 澳門, Cantonese: [ōu.mǔːn]; official Portuguese: [mɐˈkaw] Macau), and officially the Macao Special Administrative Region of the People's Republic of China, is a city in the western Pearl River Delta by the South China Sea. It is a special administrative region of China and maintains separate governing and economic systems from those of mainland China.[6] With a population of 696,100[7] and an area of 32.9 km2 (12.7 sq mi), it is the most densely populated region in the world.
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5 |
+
Macau was formerly a colony of the Portuguese Empire, after Ming China leased the territory as a trading post in 1557. Portugal paid an annual rent and administered the territory under Chinese sovereignty until 1887 when it gained perpetual colonial rights in the Sino-Portuguese Treaty of Peking. The colony remained under Portuguese rule until 1999, when it was transferred to China.
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|
7 |
+
Originally a sparsely populated collection of coastal islands,[8] the territory has become a major resort city and the top destination for gambling tourism. Its gambling industry is seven times larger than that of Las Vegas.[9] Although the city has one of the highest per capita incomes in the world, it has severe income inequality.[10] Its GDP per capita by purchasing power parity is one of the highest in the world and higher than any country in the world in 2014 according to the World Bank.[11]
|
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+
|
9 |
+
Macau has a very high Human Development Index, although it is only calculated by the Macau government instead of the United Nations.[5] Macau has the fourth-highest life expectancy in the world.[12] The territory is highly urbanised and most development is built on reclaimed land; two-thirds of the total land area is reclaimed from the sea.[13]
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|
11 |
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The first known written record of the name "Macau", rendered as "Ya/A Ma Gang" ("亞/阿-媽/馬-港"), is found in a letter dated 20 November 1555. The local inhabitants believed that the sea-goddess Mazu (alternatively called A-Ma) had blessed and protected the harbour and called the waters around A-Ma Temple using her name.[14] When Portuguese explorers first arrived in the area and asked for the place name, the locals thought they were asking about the temple and told them it was "Ma Kok" (媽閣).[15] The earliest Portuguese spelling for this was Amaquão. Multiple variations were used until Amacão / Amacao and Macão / Macao became common during the 17th century.[14] By the 1911 reform of Portuguese orthography, the spelling Macau became the standardised form, however the use of Macao persisted in English and other European languages.[16]
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|
13 |
+
Macau Peninsula had many names in Chinese, including Jing'ao (井澳/鏡澳), Haojing (濠鏡), and Haojing'ao (濠鏡澳).[14][17] The islands Taipa, Coloane, and Hengqin were collectively called Shizimen (十字門). These names would later become Aomen (澳門), Oumún in Cantonese and translating as "bay gate" or "port gate", to refer to the whole territory.[17]
|
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|
15 |
+
During the Qin dynasty (221–206 BC), the region was under the jurisdiction of Panyu County, Nanhai Prefecture of the province of Guangdong.[18][19] The region is first known to have been settled during the Han dynasty.[20] It was administratively part of Dongguan Prefecture in the Jin dynasty (265–420 AD), and alternated under the control of Nanhai and Dongguan in later dynasties. In 1152, during the Song dynasty (960–1279 AD), it was under the jurisdiction of the new Xiangshan County.[18] In 1277, approximately 50,000 refugees fleeing the Mongol conquest of China settled in the coastal area.[19][21]
|
16 |
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|
17 |
+
Macau did not develop as a major settlement until the Portuguese arrived in the 16th century. The first European visitor to reach China by sea was the explorer Jorge Álvares, who arrived in 1513.[22] Merchants first established a trading post in Hong Kong waters at Tamão (present-day Tuen Mun), beginning regular trade with nearby settlements in southern China.[22] Military clashes between the Ming and Portuguese navies followed the expulsion of the Tamão traders in 1521.[23] Despite the trade ban, Portuguese merchants continued to attempt settling on other parts of the Pearl River estuary, finally settling on Macau.[23] Luso-Chinese trade relations were formally reestablished in 1554 and Portugal soon after acquired a permanent lease for Macau in 1557,[24] agreeing to pay 500 taels of silver as annual land rent.[25]
|
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+
|
19 |
+
The initially small population of Portuguese merchants rapidly became a growing city.[26] The Roman Catholic Diocese of Macau was created in 1576, and by 1583, the Senate had been established to handle municipal affairs for the growing settlement.[26] Macau was at the peak of its prosperity as a major entrepôt during the late 16th century, providing a crucial connection in exporting Chinese silk to Japan during the Nanban trade period.[27] Although the Portuguese were initially prohibited from fortifying Macau or stockpiling weapons, the Fortaleza do Monte was constructed in response to frequent Dutch naval incursions. The Dutch attempted to take the city in the 1622 Battle of Macau, but were repelled successfully by the Portuguese.[28] Macau entered a period of decline in the 1640s following a series of catastrophic events for the burgeoning colony: Portuguese access to trade routes was irreparably severed when Japan halted trade in 1639,[29] Portugal revolted against Spain in 1640,[30] and Malacca fell to the Dutch in 1641.[31][32]
|
20 |
+
|
21 |
+
Maritime trade with China was banned in 1644 following the Qing conquest under the Haijin policies and limited only to Macau on a lesser scale while the new dynasty focused on eliminating surviving Ming loyalists.[33] While the Kangxi Emperor lifted the prohibition in 1684, China again restricted trade under the Canton System in 1757.[34] Foreign ships were required to first stop at Macau before further proceeding to Canton.[35] Qing authorities exercised a much greater role in governing the territory during this period; Chinese residents were subject to Qing courts and new construction had to be approved by the resident mandarin beginning in the 1740s.[36] As the opium trade became more lucrative during the eighteenth century, Macau again became an important stopping point en route to China.[37]
|
22 |
+
|
23 |
+
Following the First Opium War and establishment of Hong Kong, Macau lost its role as a major port.[38] Firecracker and incense production, as well as tea and tobacco processing, were vital industries in the colony during this time.[39][40] Portugal was able to capitalise on China's post-war weakness and assert its sovereignty; the Governor of Macau began refusing to pay China annual land rent for the colony in the 1840s,[41] and annexed Taipa and Coloane, in 1851 and 1864 respectively.[42] Portugal also occupied nearby Lapa and Montanha,[41] but these would be returned to China by 1887, when perpetual occupation rights over Macau were formalised in the Sino-Portuguese Treaty of Peking. This agreement also prohibited Portugal from ceding Macau without Chinese approval.[43] Despite occasional conflict between Cantonese authorities and the colonial government, Macau's status remained unchanged through the republican revolutions of both Portugal in 1910 and China in 1911.[44] The Kuomintang further affirmed Portuguese jurisdiction in Macau when the Treaty of Peking was renegotiated in 1928.[44]
|
24 |
+
|
25 |
+
During the Second World War, the Empire of Japan did not occupy the colony and generally respected Portuguese neutrality in Macau. However, after Japanese troops captured a British cargo ship in Macau waters in 1943, Japan installed a group of government "advisors" as an alternative to military occupation. The territory largely avoided military action during the war except in 1945, when the United States ordered air raids on Macau after learning that the colonial government was preparing to sell aviation fuel to Japan. Portugal was later given over US$20 million in compensation for the damage in 1950.[45]
|
26 |
+
|
27 |
+
Refugees from mainland China swelled the population as they fled from the Chinese Civil War. Access to a large workforce enabled Macau's economy to grow as the colony expanded its clothing and textiles manufacturing industry, developed tourism, and legalised casino gaming.[46] However, at the height of the Cultural Revolution, residents dissatisfied with the colonial administration rioted in the 1966 12-3 incident, in which 8 people were killed and over 200 were injured. Portugal lost full control over the colony afterwards, and agreed to cooperate with the communist authorities in exchange for continued administration of Macau.[47]
|
28 |
+
|
29 |
+
Following the 1974 Carnation Revolution, Portugal formally relinquished Macau as an overseas province and acknowledged it as a "Chinese territory under Portuguese administration".[48] After China first concluded arrangements on Hong Kong's future with the United Kingdom, it entered negotiations with Portugal over Macau in 1986. They were concluded with the signing of the 1987 Joint Declaration on the Question of Macau, in which Portugal agreed to transfer the colony in 1999 and China would guarantee Macau's political and economic systems for 50 years after the transfer.[49] In the waning years of colonial rule, Macau rapidly urbanised and constructed large-scale infrastructure projects, including Macau International Airport and a new container port.[50] Macau was transferred to China on 20 December 1999, after 442 years of Portuguese rule.[6]
|
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+
|
31 |
+
Following the transfer, Macau liberalised its casino industry (previously operating under a government-licensed monopoly) to allow foreign investors, starting a new period of economic development. The regional economy grew by a double-digit annual growth rate from 2002 to 2014, making Macau one of the richest economies in the world on a per capita basis.[51] Political debates have centred on the region's jurisdictional independence and the central government's adherence of "one country, two systems". While issues such as national security legislation have been controversial, Macanese residents generally have high levels of trust in the government.[52][53]
|
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+
|
33 |
+
Macau is the last Portuguese colony to gain independence and the only one which is not a member of the Community of Portuguese Language Countries. Portuguese is one of the official languages of Macao. In 2006, during the II Ministerial meeting between China and Portuguese Speaking Countries, the CPLP Executive Secretary and Deputy ambassador Tadeu Soares invited the Chief Executive of the Government of the Macau Special Administrative Region, Edmund Ho, to request the Associate Observer status for Macau. The Government of Macau has not yet formalized this request. In 2016, Murade Murargy, then executive secretary of CPLP said in an interview that Macao's membership is a complicated question, since like the Galicia region in Spain, it is not an independent country, but only a part of China.[54] But the Instituto Internacional de Macau and the University of São José are Consultative Observers of CPLP.
|
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+
|
35 |
+
Macau is a special administrative region of China, with executive, legislative, and judicial powers devolved from the national government.[55] The Sino-Portuguese Joint Declaration provided for economic and administrative continuity through the transfer of sovereignty, resulting in an executive-led governing system largely inherited from the territory's history as a Portuguese colony.[56] Under these terms and the "one country, two systems" principle, the Basic Law of Macao is the regional constitution.[57] Because negotiations for the Joint Declaration and Basic Law began after transitional arrangements for Hong Kong were made, Macau's structure of government is very similar to Hong Kong's.[58]
|
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+
|
37 |
+
The regional government is composed of three branches:
|
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+
|
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+
The Chief Executive is the head of government, and serves for a maximum of two five-year terms.[66] The State Council (led by the Premier of China) appoints the Chief Executive after nomination by the Election Committee, which is composed of 400 business, community, and government leaders.[67][68]
|
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|
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+
The Legislative Assembly has 33 members, each serving a four-year term: 14 are directly elected, 12 indirectly elected, and 7 appointed by the Chief Executive.[69] Indirectly elected assemblymen are selected from limited electorates representing sectors of the economy or special interest groups.[70] All directly elected members are chosen with proportional representation.[71]
|
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+
|
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Twelve political parties had representatives elected to the Legislative Assembly in the 2017 election.[72] These parties have aligned themselves into two ideological groups: the pro-establishment (the current government) and pro-democracy camps.[73] Macau is represented in the National People's Congress by 12 deputies chosen through an electoral college, and 29 delegates in the Chinese People's Political Consultative Conference appointed by the central government.[2]
|
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+
|
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+
Chinese national law does not generally apply in the region, and Macau is treated as a separate jurisdiction.[55] Its judicial system is based on Portuguese civil law, continuing the legal tradition established during colonial rule. Interpretative and amending power over the Basic Law and jurisdiction over acts of state lie with the central authority, however, making regional courts ultimately subordinate to the mainland's socialist civil law system. Decisions made by the Standing Committee of the National People's Congress can also override territorial judicial processes.[74]
|
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+
|
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+
The territory's jurisdictional independence is most apparent in its immigration and taxation policies. The Identification Department issues passports for permanent residents which differ from those issued by the mainland or Hong Kong, and the region maintains a regulated border with the rest of the country.[75] All travellers between Macau and China and Hong Kong must pass border controls, regardless of nationality.[76] Chinese citizens resident in mainland China do not have the right of abode in Macau and are subject to immigration controls.[77] Public finances are handled separately from the national government, and taxes levied in Macau do not fund the central authority.[78]
|
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+
The Macao Garrison is responsible for the region's defence. Although the Chairman of the Central Military Commission is supreme commander of the armed forces,[79] the regional government may request assistance from the garrison.[80] Macau residents are not required to perform military service and current law also has no provision for local enlistment, so its defence force is composed entirely of nonresidents.[81]
|
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+
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+
The State Council and the Ministry of Foreign Affairs handle diplomatic matters, but Macau retains the ability to maintain separate economic and cultural relations with foreign nations.[82] The territory negotiates its own trade agreements and actively participates in supranational organisations, including agencies of the World Trade Organization and United Nations.[83][84][85] The regional government maintains trade offices in Greater China and other nations.[86]
|
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+
|
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+
The territory is divided into seven parishes. Cotai, a major area developed on reclaimed land between Taipa and Coloane, and areas of the Macau New Urban Zone do not have defined parishes.[87] Historically, the parishes belonged to one of two municipalities (the Municipality of Macau or the Municipality of Ilhas) that were responsible for administering municipal services. The municipalities were abolished in 2001 and superseded by the Civic and Municipal Affairs Bureau in providing local services.[88]
|
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|
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Sex trafficking in Macau is an issue. Macau and foreign women and girls are forced into prostitution in brothels, homes, and businesses in the city.[89][90][91][92][93]
|
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Macau is on China's southern coast, 60 km (37 mi) west of Hong Kong, on the western side of the Pearl River estuary. It is surrounded by the South China Sea in the east and south, and neighbours the Guangdong city of Zhuhai to the west and north.[94] The territory consists of Macau Peninsula, Taipa, and Coloane.[95] A 1 km2 (0.39 sq mi) parcel of land in neighbouring Hengqin island that hosts the University of Macau also falls under the regional government's jurisdiction.[96] The territory's highest point is Coloane Alto, 170.6 metres (560 ft) above sea level.[87]
|
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Urban development is concentrated on peninsular Macau, where most of the population lives.[97] The peninsula was originally a separate island with hilly terrain, which gradually became a tombolo as a connecting sandbar formed over time. Both natural sedimentation and land reclamation expanded the area enough to support urban growth.[98] Macau has tripled its land area in the last century, increasing from 10.28 km2 (3.97 sq mi) in the late 19th century[13] to 32.9 km2 (12.7 sq mi) in 2018.[87]
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Cotai, the area of reclaimed land connecting Taipa and Coloane, contains many of the newer casinos and resorts established after 1999.[10] The region's jurisdiction over the surrounding sea was greatly expanded in 2015, when it was granted an additional 85 km2 (33 sq mi) of maritime territory by the State Council.[99] Further reclamation is currently underway to develop parts of the Macau New Urban Zone.[100] The territory also has control over part of an artificial island to maintain a border checkpoint for the Hong Kong–Zhuhai–Macau Bridge.[87][101]
|
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Macau has a humid subtropical climate (Köppen Cwa), characteristic of southern China. The territory is dual season dominant – summer (May to September) and winter (November to February) are the longest seasons, while spring (March and April) and autumn (October) are relatively brief periods.[94] The summer monsoon brings warm and humid air from the sea, with the most frequent rainfall occurring during the season. Typhoons also occur most often then, bringing significant spikes in rainfall. During the winter, northern winds from the continent bring dry air and much less rainfall.[102] The highest and lowest temperatures recorded at the Macao Meteorological and Geophysical Bureau are 38.9 °C (102.0 °F) on both 2 July 1930 and 6 July 1930 and −1.8 °C (28.8 °F) on 26 January 1948.[103]
|
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The Statistics and Census Service estimated Macau's population at 667,400 at the end of 2018.[105] With a population density of 21,340 people per square kilometre,[106] Macau is the most densely populated region in the world. The overwhelming majority (88.7 per cent) are Chinese, many of whom originate from Guangdong (31.9 per cent) or Fujian (5.9 per cent).[107] The remaining 11.6 per cent are non-ethnic Chinese minorities, primarily Filipinos (4.6 per cent), Vietnamese (2.4 per cent), and Portuguese (1.8 per cent).[1] Several thousand residents are of Macanese heritage, native-born multiracial people with mixed Portuguese ancestry.[108] Of the total population (excluding migrants), 49.4 per cent were born in Macau, followed by 43.1 per cent in Mainland China.[109] A large portion of the population are Portuguese citizens, a legacy of colonial rule; at the time of the transfer of sovereignty in 1999, 107,000 residents held Portuguese passports.[110]
|
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The predominant language is Cantonese, a variety of Chinese originating in Guangdong. It is spoken by 87.5 per cent of the population, 80.1 per cent as a first language and 7.5 per cent as a second language. Only 2.3 per cent can speak Portuguese, the other official language;[111] 0.7 per cent are native speakers, and 1.6 per cent use it as a second language. Increased immigration from mainland China in recent years has added to the number of Mandarin speakers, making up about half of the population (50.4 per cent); 5.5 per cent are native speakers and 44.9 per cent are second language speakers.[112] Traditional Chinese characters are used in writing, rather than the simplified characters used on the mainland. English is considered an additional working language[113] and is spoken by over a quarter of the population (27.5 per cent); 2.8 per cent are native speakers, and 24.7 per cent speak English as a second language.[112] Macanese Patois, a local creole generally known as Patuá, is now spoken only by a few in the older Macanese community.[114]
|
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|
69 |
+
Chinese folk religions have the most adherents (58.9 per cent) and are followed by Buddhism (17.3 per cent) and Christianity (7.2 per cent), while 15.4 per cent of the population profess no religious affiliation at all. Small minorities adhering to other religions (less than 1 per cent), including Hinduism, Judaism, and Islam, are also resident in Macau.[115]
|
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|
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Life expectancy in Macau was 81.6 years for males and 87.7 years for females in 2018,[12] the fourth highest in the world.[116] Cancer, heart disease, and respiratory disease are the territory's three leading causes of death. Most government-provided healthcare services are free of charge, though alternative treatment is also heavily subsidised.[117]
|
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|
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Migrant workers living in Macau account for over 25 per cent of the entire workforce.[118] They largely work in lower wage sectors of the economy, including construction, hotels, and restaurants. As a growing proportion of local residents take up employment in the gaming industry, the disparity in income between local and migrant workers has been increasing.[96] Rising living costs have also pushed a large portion of non-resident workers to live in Zhuhai.[118]
|
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|
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Macau has a capitalist service economy largely based on casino gaming and tourism. It is the world's 83rd-largest economy, with a nominal GDP of approximately MOP433 billion (US$53.9 billion).[3] Although Macau has one of the highest per capita GDPs, the territory also has a high level of wealth disparity.[10] Macau's gaming industry is the largest in the world, generating over MOP195 billion (US$24 billion) in revenue and about seven times larger than that of Las Vegas.[9] Macau's gambling revenue was $37 billion in 2018.[119]
|
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|
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The regional economy is heavily reliant on casino gaming.[9] The vast majority of government funding (79.6 per cent of total tax revenue) comes from gaming.[120] Gambling as a share of GDP peaked in 2013 at over 60 per cent,[9] and continues to account for 49.1 per cent of total economic output. The vast majority of casino patrons are tourists from mainland China, making up 68 per cent of all visitors.[121] Casino gaming is illegal in both the mainland and Hong Kong, giving Macau a legal monopoly on the industry in China.[9] Revenue from Chinese high rollers has been falling and was forecast to fall as much as 10% more in 2019. Economic uncertainty may account for some of the drop, but alternate Asian gambling venues do as well. For example, Chinese visitors to the Philippines more than doubled between 2015 and 2018, since the City of Dreams casino opened in Manila.[119]
|
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|
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Casino gambling was legalised in 1962 and the gaming industry initially operated under a government-licensed monopoly granted to the Sociedade de Turismo e Diversões de Macau. This license was renegotiated and renewed several times before ending in 2002 after 40 years.[122] The government then allowed open bidding for casino licenses to attract foreign investors.[123] Along with an easing of travel restrictions on mainland Chinese visitors, this triggered a period of rapid economic growth; from 1999 to 2016, Macau's gross domestic product multiplied by 7[9] and the unemployment rate dropped from 6.3 to 1.9 per cent.[96] The Sands Macao, Wynn Macau, MGM Macau, and Venetian Macau were all opened during the first decade after liberalisation of casino concessions.[123] Casinos employ about 24 per cent of the total workforce in the region.[96] "Increased competition from casinos popping up across Asia to lure away Chinese high rollers and tourists" in Singapore, South Korea, Japan, Nepal, the Philippines, Australia, Vietnam and the Russian Far East led in 2019 to the lowest revenues in three years.[119]
|
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|
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Export-oriented manufacturing previously contributed to a much larger share of economic output, peaking at 36.9 per cent of GDP in 1985[124] and falling to less than 1 per cent in 2017.[125] The bulk of these exports were cotton textiles and apparel, but also included toys and electronics.[126] At the transfer of sovereignty in 1999, manufacturing, financial services, construction and real estate, and gaming were the four largest sectors of the economy.[9] Macau's shift to an economic model entirely dependent on gaming caused concern over its overexposure to a single sector, prompting the regional government to attempt re-diversifying its economy.[127]
|
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|
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The government traditionally had a non-interventionist role in the economy and taxes corporations at very low rates.[128] Post-handover administrations have generally been more involved in enhancing social welfare to counter the cyclical nature of the gaming industry.[129] Economic growth has been attributed in large part to the high number of mainlander visits to Macau, and the central government exercises a role in guiding casino business growth through its control of the flow of tourists.[130][131] The Closer Economic Partnership Arrangement formalised a policy of free trade between Macau and mainland China, with each jurisdiction pledging to remove remaining obstacles to trade and cross-boundary investment.[132]
|
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|
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Due to a lack of available land for farming, agriculture is not significant in the economy. Food is exclusively imported to Macau and almost all foreign goods are transshipped through Hong Kong.[133]
|
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|
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Macau has a highly developed road system, with over 400 km (250 mi) of road constructed in the territory. Automobiles drive on the left (unlike in both mainland China and Portugal), due to historical influence of the Portuguese Empire.[134] Vehicle traffic is extremely congested, especially within the oldest part of the city, where streets are the most narrow.[135] Public bus services operate over 80 routes, supplemented by free hotel shuttle buses that also run routes to popular tourist attractions and downtown locations.[136] About 1,500 black taxicabs are licensed to carry riders in the territory.[137] The Hong Kong–Zhuhai–Macau Bridge, opened in 2018, provides a direct link with the eastern side of the Pearl River estuary.[138] Cross-boundary traffic to mainland China may also pass through border checkpoints at the Portas do Cerco and Lótus Bridge.[139]
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Macau International Airport serves over 8 million passengers each year and is the primary hub for local flag carrier Air Macau.[140] The territory's first rail network, the Macau Light Rapid Transit, is currently under construction. Phase 1 of the Taipa line had begun operations in December 2019, the Taipa line will connect 11 metro stations throughout Taipa and Cotai.[141] Ferry services to Hong Kong and mainland China operate out of Outer Harbour Ferry Terminal, Inner Harbour Ferry Terminal, and Taipa Ferry Terminal. Daily helicopter service is also available to Hong Kong and Shenzhen.[142]
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The Macau Light Rapid Transit (MLRT) also known in Portuguese as Metro Ligeiro de Macau (MLM) is a mass transit system in Macau. It serves the Macau Peninsula, Taipa and Cotai, serving major border checkpoints such as the Border Gate, the Outer Harbour Ferry Terminal, the Lotus Bridge Border and the Macau International Airport.
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Macau is served by one major public hospital, the Hospital Conde S. Januário, and one major private hospital, the Kiang Wu Hospital, both located in Macau Peninsula, as well as a university associated hospital called Macau University of Science and Technology Hospital in Cotai. In addition to hospitals, Macau also has numerous health centres providing free basic medical care to residents. Consultation in traditional Chinese medicine is also available.[143]
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None of the Macau hospitals are independently assessed through international healthcare accreditation. There are no western-style medical schools in Macau, and thus all aspiring physicians in Macau have to obtain their education and qualification elsewhere.[144] Local nurses are trained at the Macau Polytechnic Institute and the Kiang Wu Nursing College.[145][146] Currently there are no training courses in midwifery in Macau.[citation needed] A study by the University of Macau, commissioned by the Macau SAR government, concluded that Macau is too small to have its own medical specialist training centre.[147]
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The Macau Corps of Firefighters (Portuguese: Corpo de Bombeiros de Macau) is responsible for ambulance service (Ambulância de Macau). The Macau Red Cross also operates ambulances (Toyota HiAce vans) for emergency and non-emergencies to local hospitals with volunteer staff. The organization has a total of 739 uniformed firefighters and paramedics serving from 7 stations in Macau.[148]
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The Health Bureau in Macau is mainly responsible for coordinating the activities between the public and private organizations in the area of public health, and assure the health of citizens through specialized and primary health care services, as well as disease prevention and health promotion.[149] The Macau Centre for Disease Control and Prevention was established in 2001, which monitors the operation of hospitals, health centres, and the blood transfusion centre in Macau. It also handles the organization of care and prevention of diseases affecting the population, sets guidelines for hospitals and private healthcare providers, and issues licences.[150]
|
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|
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As of 2016[update] Macau healthcare authorities send patients to Queen Mary Hospital in Hong Kong in instances where the local Macau hospitals are not equipped to deal with their scenarios, and many Macau residents intentionally seek healthcare in Hong Kong because they place more trust in Hong Kong doctors than in Mainland-trained doctors operating in Macau.[147]
|
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Education in Macau does not have a single centralised set of standards or curriculum. Individual schools follow different educational models, including Chinese, Portuguese, Hong Kong, and British systems.[151] Children are required to attend school from the age of five until completion of lower secondary school, or at age 15. Of residents aged 3 and older, 69 per cent completed lower secondary education, 49 per cent graduated from an upper secondary school, 21 per cent earned a bachelor's degree or higher.[152] Mandatory education has contributed to an adult literacy rate of 96.5 per cent. While lower than that of other developed economies, the rate is due to the influx of refugees from mainland China during the post-war colonial era. Much of the elderly population were not formally educated due to war and poverty.[153]
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Most schools in the territory are private institutions. Out of the 77 non-tertiary schools, 10 are public and the other 67 are privately run.[154] The Roman Catholic Diocese of Macau maintains an important position in territorial education, managing 27 primary and secondary schools.[155] The government provides 15 years of free education for all residents enrolled in publicly run schools,[154] and subsidises tuition for students in private schools. Students at the secondary school level studying in neighbouring areas of Guangdong are also eligible for tuition subsidies.[156]
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|
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The vast majority of schools use Cantonese as the medium of instruction, with written education in Chinese and compulsory classes in Mandarin. A minority of private schools use English or Portuguese as the primary teaching language. Luso-Chinese schools mainly use Chinese, but additionally require mandatory Portuguese-language classes as part of their curriculum.[151]
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|
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Macau has ten universities and tertiary education institutes. The University of Macau, founded in 1981, is the territory's only public comprehensive university. The Kiang Wu Nursing College of Macau is the oldest higher institute, specialising in educating future nursing staff for the college's parent hospital. The University of Saint Joseph, Macau University of Science and Technology, and the City University of Macau were all established in subsequent years. Five other institutes specialise in specific vocations or provide continuing education.[157]
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The mixing of the Chinese and Portuguese cultures and religious traditions for more than four centuries has left Macau with an inimitable collection of holidays, festivals and events. The biggest event of the year is the Macau Grand Prix in November,[158] when the main streets in Macau Peninsula are converted to a racetrack bearing similarities with the Monaco Grand Prix. Other annual events include Macau Arts festival in March, the International Fireworks Display Contest in September, the International Music festival in October and/or November, and the Macau International Marathon in December.
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The Lunar Chinese New Year is the most important traditional festival and celebration normally takes place in late January or early February.[159] The Pou Tai Un Temple in Taipa is the place for the Feast of Tou Tei, the Earth god, in February. The Procession of the Passion of Our Lord is a well-known Roman Catholic rite and journey, which travels from Saint Austin's Church to the Cathedral, also taking place in February.[160]
|
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|
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A-Ma Temple, which honours the Goddess Matsu, is in full swing in April with many worshippers celebrating the A-Ma festival. In May it is common to see dancing dragons at the Feast of the Drunken Dragon and twinkling-clean Buddhas at the Feast of the Bathing of Lord Buddha. In Coloane Village, the Taoist god Tam Kong is also honoured on the same day.[160] Dragon Boat Festival is brought into play on Nam Van Lake in June and Hungry Ghosts' festival, in late August and/or early September every year. All events and festivities of the year end with Winter Solstice in December.
|
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|
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Macau preserves many historical properties in the urban area. The Historic Centre of Macau, which includes some twenty-five historic locations, was officially listed as a World Heritage Site by UNESCO on 15 July 2005 during the 29th session of the World Heritage Committee, held in Durban, South Africa.[161]
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However, the Macao government is criticized for ignoring the conservation of heritage in urban planning.[162] In 2007, local residents of Macao wrote a letter to UNESCO complaining about construction projects around world heritage Guia Lighthouse (Focal height 108 meters), including the headquarter of the Liaison Office (91 meters). UNESCO then issued a warning to the Macau government, which led former Chief Executive Edmund Ho to sign a notice regulating height restrictions on buildings around the site.[163] In 2015, the New Macau Association submitted a report to UNESCO claiming that the government had failed to protect Macao's cultural heritage against threats by urban development projects. One of the main examples of the report is that the headquarter of the Liaison Office of the Central People's Government, which is located on the Guia foothill and obstructs the view of the Guia Fortress (one of the world heritages symbols of Macao). One year later, Roni Amelan, a spokesman from UNESCO Press service, said that the UNESCO has asked China for information and is still waiting for a reply.[164][163] In 2016, the Macau government approved an 81-meter construction limit for the residential project, which reportedly goes against the city's regulations on the height of buildings around world heritage site Guia Lighthouse.[163]
|
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|
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Food in Macau is mainly based on both Cantonese and Portuguese cuisine, drawing influences from Indian and Malay dishes as well, reflecting a unique cultural and culinary blend after centuries of colonial rule.[165] Portuguese recipes were adapted to use local ingredients, such as fresh seafood, turmeric, coconut milk, and adzuki beans. These adaptations produced Macanese variations of traditional Portuguese dishes including caldo verde, minchee, and cozido à portuguesa. While many restaurants claim to serve traditional Portuguese or Macanese dishes, most serve a mix of Cantonese-Portuguese fusion cuisine. Galinha à portuguesa is an example of a Chinese dish that draws from Macanese influences, but is not part of Macanese cuisine.[166] Cha chaan teng, a type of fast casual diner originating in Hong Kong that serves that region's interpretation of Western food, are also prevalent in Macau.[167] Pastel de nata, pork chop buns, and almond biscuits are popular street food items.[166]
|
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|
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+
Despite its small area, Macau is home to a variety of sports and recreational facilities that have hosted a number of major international sporting events, including the 2005 East Asian Games, the 2006 Lusophony Games, and the 2007 Asian Indoor Games.
|
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|
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+
The territory regularly hosts the Macau Grand Prix, one of the most significant annual motorsport competitions that uses city streets as the racetrack. It is the only street circuit that hosts Formula Three, touring car, and motorcycle races in the same event. The Guia Circuit, with narrow corner clearance and a winding path, is considered an extremely challenging course and a serious milestone for prospective Formula One racers.[168]
|
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|
126 |
+
Macau represents itself separately from mainland China with its own sports teams in international competitions. The territory maintains its own National Olympic Committee, but does not compete in the Olympic Games. Current International Olympic Committee rules specify that new NOCs can only be admitted if they represent sovereign states (Hong Kong has participated in the Olympics since before the regulation change in 1996).[169]
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|
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+
Macau has six sister cities, listed chronologically by year joined:[170]
|
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|
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+
Additionally, Macau has other cultural agreements with the following cities:
|
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|
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+
Macau is part of the Union of Luso-Afro-Americo-Asiatic Capital Cities[172][173] from 28 June 1985, establishing brotherly relations with the following cities:
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|
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Coordinates: 22°10′N 113°33′E / 22.167°N 113.550°E / 22.167; 113.550
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1 |
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McDonald's Corporation is an American fast food company, founded in 1940 as a restaurant operated by Richard and Maurice McDonald, in San Bernardino, California, United States. They rechristened their business as a hamburger stand, and later turned the company into a franchise, with the Golden Arches logo being introduced in 1953 at a location in Phoenix, Arizona. In 1955, Ray Kroc, a businessman, joined the company as a franchise agent and proceeded to purchase the chain from the McDonald brothers. McDonald's had its original headquarters in Oak Brook, Illinois, but moved its global headquarters to Chicago in June 2018.[6][7][8][9]
|
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|
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McDonald's is the world's largest restaurant chain by revenue,[10] serving over 69 million customers daily in over 100 countries[11] across 37,855 outlets as of 2018.[12][13] Although McDonald's is best known for its hamburgers, cheeseburgers and french fries, they feature chicken products, breakfast items, soft drinks, milkshakes, wraps, and desserts. In response to changing consumer tastes and a negative backlash because of the unhealthiness of their food,[14] the company has added to its menu salads, fish, smoothies, and fruit. The McDonald's Corporation revenues come from the rent, royalties, and fees paid by the franchisees, as well as sales in company-operated restaurants. According to two reports published in 2018, McDonald's is the world's second-largest private employer with 1.7 million employees (behind Walmart with 2.3 million employees).[15][16]
|
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|
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+
Siblings Richard and Maurice McDonald opened the first McDonald's at 1398 North E Street at West 14th Street in San Bernardino, California (at 34°07′32″N 117°17′41″W / 34.1255°N 117.2946°W / 34.1255; -117.2946) on May 15, 1940. The brothers introduced the "Speedee Service System" in 1948, putting into expanded use the principles of the modern fast-food restaurant that their predecessor White Castle had put into practice more than two decades earlier.[citation needed] The original mascot of McDonald's was a chef hat on top of a hamburger who was referred to as "Speedee". In 1962, the Golden Arches replaced Speedee as the universal mascot. The mascot, clown Ronald McDonald, was introduced in 1965. He appeared in advertising to target their audience of children.[17]
|
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+
|
9 |
+
On May 4, 1961, McDonald's first filed for a U.S. trademark on the name "McDonald's" with the description "Drive-In Restaurant Services", which continues to be renewed. By September 13, McDonald's, under the guidance of Ray Kroc, filed for a trademark on a new logo—an overlapping, double-arched "M" symbol. But before the double arches, McDonald's used a single arch for the architecture of their buildings. Although the "Golden Arches" logo appeared in various forms, the present version was not used until November 18, 1968, when the company was favored a U.S. trademark.
|
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|
11 |
+
The present corporation credits its founding to franchised businessman Ray Kroc on April 15, 1955. This was in fact the ninth opened McDonald's restaurant overall, although this location was destroyed and rebuilt in 1984. In 1961, Kroc purchased the McDonald brothers' equity in the company and began the company's worldwide reach.[18] Kroc was recorded as being an aggressive business partner, driving the McDonald brothers out of the industry.
|
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|
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Kroc and the McDonald brothers fought for control of the business, as documented in Kroc's autobiography. The San Bernardino restaurant was eventually torn down in 1971, and the site was sold to the Juan Pollo chain in 1976. This area serves as headquarters for the Juan Pollo chain, and a McDonald's and Route 66 museum.[19] With the expansion of McDonald's into many international markets, the company has become a symbol of globalization and the spread of the American way of life. Its prominence has made it a frequent topic of public debates about obesity, corporate ethics, and consumer responsibility.
|
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+
|
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+
McDonald's restaurants are found in 120 countries and territories around the world and serve 68 million customers each day.[21][22] McDonald's operates 37,855 restaurants worldwide, employing more than 210,000 people as of the end of 2018.[12][13][21] There are a total of 2,770 company-owned locations and 35,085 franchised locations, which includes 21,685 locations franchised to conventional franchisees, 7,225 locations licensed to developmental licensees, and 6,175 locations licensed to foreign affiliates.[12][13]
|
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|
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Focusing on its core brand, McDonald's began divesting itself of other chains it had acquired during the 1990s. The company owned a majority stake in Chipotle Mexican Grill until October 2006, when McDonald's fully divested from Chipotle through a stock exchange.[23][24] Until December 2003, it owned Donatos Pizza, and it owned a small share of Aroma Café from 1999 to 2001. On August 27, 2007, McDonald's sold Boston Market to Sun Capital Partners.[25]
|
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+
|
19 |
+
Notably, McDonald's has increased shareholder dividends for 25 consecutive years,[26] making it one of the S&P 500 Dividend Aristocrats.[27][28] The company is ranked 131st on the Fortune 500 of the largest United States corporations by revenue.[29] In October 2012, its monthly sales fell for the first time in nine years.[30] In 2014, its quarterly sales fell for the first time in seventeen years, when its sales dropped for the entirety of 1997.[31]
|
20 |
+
|
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+
In the United States, it is reported that drive-throughs account for 70 percent of sales.[32][33] McDonald's closed down 184 restaurants in the United States in 2015, which was 59 more than what they planned to open.[34][35] This move was the first time McDonald's had a net decrease in the number of locations in the United States since 1970.[35]
|
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+
|
23 |
+
The McDonalds on-demand delivery concept, which began in 2017 with a partnership with Uber Eats and added DoorDash in 2019, accounts for up to 3% of all business as of 2019.[36]
|
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+
|
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+
For the fiscal year 2018, McDonalds reported earnings of US$5.9 billion, with an annual revenue of US$21.0 billion, a decrease of 7.9% over the previous fiscal cycle. McDonald's shares traded at over $145 per share, and its market capitalization was valued at over US$134.5 billion in September 2018.
|
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+
|
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+
The company owns all the land on which its restaurants are situated, which is valued at an estimated $16 to $18 billion.[citation needed] The company earns a significant portion of its revenue from rental payments from franchisees. These rent payments rose 26 percent between 2010 and 2015, accounting for one-fifth of the company's total revenue at the end of the period.[50] In recent times, there have been calls to spin off the company's U.S. holdings into a potential real estate investment trust, but the company announced at its investor conference on November 10, 2015, that this would not happen. CEO Steve Easterbrook discussed that pursuing the REIT option would pose too large a risk to the company's business model.[51]
|
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+
|
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+
The United Kingdom and Ireland business model is different from the U.S, in that fewer than 30 percent of restaurants are franchised, with the majority under the ownership of the company. McDonald's trains its franchisees and management at Hamburger University located at its Chicago headquarters.[52][53] In other countries, McDonald's restaurants are operated by joint ventures of McDonald's Corporation and other, local entities or governments.[54]
|
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+
|
31 |
+
According to Fast Food Nation by Eric Schlosser (2001), nearly one in eight workers in the U.S. have at some time been employed by McDonald's. Employees are encouraged by McDonald's Corp. to maintain their health by singing along to their favorite songs in order to relieve stress, attending church services in order to have a lower blood pressure, and taking two vacations annually in order to reduce risk for myocardial infarction.[55] Fast Food Nation states that McDonald's is the largest private operator of playgrounds in the U.S., as well as the single largest purchaser of beef, pork, potatoes, and apples. The selection of meats McDonald's uses varies to some extent based on the culture of the host country.[56]
|
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+
|
33 |
+
On June 13, 2016, McDonald's confirmed plans to move its global headquarters to Chicago's West Loop neighborhood in the Near West Side. The 608,000-square-foot structure was built on the former site of Harpo Productions (where The Oprah Winfrey Show and several other Harpo productions taped) and opened on June 4, 2018.[6][7]
|
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+
|
35 |
+
The McDonald's former headquarters complex, McDonald's Plaza, is located in Oak Brook, Illinois. It sits on the site of the former headquarters and stabling area of Paul Butler, the founder of Oak Brook.[57] McDonald's moved into the Oak Brook facility from an office within the Chicago Loop in 1971.[58]
|
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+
|
37 |
+
As of January 2019[update], the board of directors had the following members:[59]
|
38 |
+
|
39 |
+
On March 1, 2015, after being chief brand officer of McDonald's and its former head in the UK and northern Europe, Steve Easterbrook became CEO, succeeding Don Thompson, who stepped down on January 28, 2015.
|
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+
|
41 |
+
McDonald's has become emblematic of globalization, sometimes referred to as the "McDonaldization" of society. The Economist newspaper uses the "Big Mac Index": the comparison of the cost of a Big Mac in various world currencies can be used to informally judge these currencies' purchasing power parity. Switzerland has the most expensive Big Mac in the world as of July 2015, while the country with the least expensive Big Mac is India[60][61] (albeit for a Maharaja Mac—the next cheapest Big Mac is Hong Kong).[62]
|
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+
|
43 |
+
Thomas Friedman said that no country with a McDonald's had gone to war with another;[63][64] however, the "Golden Arches Theory of Conflict Prevention" is incorrect. Exceptions are the 1989 United States invasion of Panama, NATO's bombing of Serbia in 1999, the 2006 Lebanon War, and the 2008 South Ossetia war. McDonald's suspended operations in its corporate-owned stores in Crimea after Russia annexed the region in 2014.[65] On August 20, 2014, as tensions between the United States and Russia strained over events in Ukraine, and the resultant U.S. sanctions, the Russian government temporarily shut down four McDonald's outlets in Moscow, citing sanitary concerns. The company has operated in Russia since 1990 and at August 2014 had 438 stores across the country.[66] On August 23, 2014, Russian Deputy Prime Minister Arkady Dvorkovich ruled out any government move to ban McDonald's and dismissed the notion that the temporary closures had anything to do with the sanctions.[67]
|
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+
|
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+
Some observers have suggested that the company should be given credit for increasing the standard of service in markets that it enters. A group of anthropologists in a study entitled Golden Arches East[68] looked at the impact McDonald's had on East Asia and Hong Kong, in particular. When it opened in Hong Kong in 1975, McDonald's was the first restaurant to consistently offer clean restrooms, driving customers to demand the same of other restaurants and institutions. McDonald's has taken to partnering up with Sinopec, the second largest oil company in the People's Republic of China, as it takes advantage of the country's growing use of personal vehicles by opening numerous drive-thru restaurants.[69] McDonald's has opened a McDonald's restaurant and McCafé on the underground premises of the French fine arts museum, The Louvre.[70]
|
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+
|
47 |
+
The company stated it would open vegetarian-only restaurants in India by mid-2013.[71]
|
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+
|
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+
On January 9, 2017, 80% of the franchise rights in the mainland China and in Hong Kong were sold for US$2.08 billion to a consortium of CITIC Limited (for 32%) and private equity funds managed by CITIC Capital (for 20%) and Carlyle (for 20%), which CITIC Limited and CITIC Capital would formed a joint venture to own the stake.[72]
|
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|
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Orlando, Florida, United States
|
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|
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Markham, Ontario, Canada
|
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|
55 |
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Pop-up restaurant at the Olympic Park in London, United Kingdom
|
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|
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Inside McDonald's in Tomaszów Mazowiecki, Poland
|
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|
59 |
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Lugano, Switzerland
|
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|
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Sargodha, Pakistan
|
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Paris, France
|
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Dubai, UAE
|
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Kosher-McDonald's in Ashkelon, Israel
|
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|
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Busan, South Korea
|
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|
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Tokyo, Japan
|
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|
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Hong Kong
|
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|
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Sydney, Australia
|
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|
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McDonald's predominantly sells hamburgers, various types of chicken, chicken sandwiches, French fries, soft drinks, breakfast items, and desserts. In most markets, McDonald's offers salads and vegetarian items, wraps and other localized fare. On a seasonal basis, McDonald's offers the McRib sandwich. Some speculate the seasonality of the McRib adds to its appeal.[73]
|
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|
79 |
+
Products are offered as either "dine-in" (where the customer opts to eat in the restaurant) or "take-out" (where the customer opts to take the food off the premises). "Dine-in" meals are provided on a plastic tray with a paper insert on the floor of the tray. "Take-out" meals are usually delivered with the contents enclosed in a distinctive McDonald's-branded brown paper bag. In both cases, the individual items are wrapped or boxed as appropriate.
|
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|
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+
Since Steve Easterbrook became CEO of the company, McDonald's has streamlined the menu which in the United States contained nearly 200 items. The company has looked to introduce healthier options, and removed high-fructose corn syrup from hamburger buns. The company has removed artificial preservatives from Chicken McNuggets,[74] replacing chicken skin, safflower oil and citric acid found in Chicken McNuggets with pea starch, rice starch and powdered lemon juice.[75]
|
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|
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+
In September 2018, McDonald's USA announced that they no longer use artificial preservatives, flavors and colors entirely from seven classic burgers sold in the U.S., including the hamburger, cheeseburger, double cheeseburger, McDouble, Quarter Pounder with Cheese, double Quarter Pounder with Cheese and the Big Mac.[76][77] Nevertheless, the pickles will still be made with an artificial preservative, although customers can choose to opt out of getting pickles with their burgers.[78][79]
|
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|
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Restaurants in several countries, particularly in Asia, serve soup. This local deviation from the standard menu is a characteristic for which the chain is particularly known, and one which is employed either to abide by regional food taboos (such as the religious prohibition of beef consumption in India) or to make available foods with which the regional market is more familiar (such as the sale of McRice in Indonesia, or Ebi (prawn) Burger in Singapore and Japan).
|
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|
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In Germany and some other Western European countries, McDonald's sells beer. In New Zealand, McDonald's sells meat pies, after local affiliate McDonald's New Zealand partially relaunched the Georgie Pie fast food chain it bought out in 1996.[80]
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In the United States and Canada, after limited trials on a regional basis, McDonald's began offering in 2015[81] and 2017,[82] respectively, a partial breakfast menu during all hours its restaurants are open.
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Most standalone McDonald's restaurants offer both counter service and drive-through service, with indoor and sometimes outdoor seating.[83] Drive-Thru, Auto-Mac, Pay and Drive, or "McDrive" as it is known in many countries, often has separate stations for placing, paying for, and picking up orders, though the latter two steps are frequently combined;[83] it was first introduced in Sierra Vista, Arizona in 1975,[84] following the lead of other fast-food chains. The first such restaurant in Britain opened at Fallowfield, Manchester in 1986.[85]
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In some countries, McDrive locations near highways offer no counter service or seating.[86] In contrast, locations in high-density city neighborhoods often omit drive-through service.[87] There are also a few locations, mostly in downtown districts, that offer a "Walk-Thru" service in place of Drive-Thru.[88]
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McCafé is a café-style accompaniment to McDonald's restaurants. The concept was created by McDonald's Australia, where it is marketed as Macca's, starting with Melbourne in 1993.[89] As of 2016, most McDonald's in Australia have McCafés located within the existing McDonald's restaurant. In Tasmania, there are McCafés in every restaurant, with the rest of the states quickly following suit.[83] After upgrading to the new McCafé look and feel, some Australian restaurants have noticed up to a 60 percent increase in sales. At the end of 2003, there were over 600 McCafés worldwide.
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From 2015–2016, McDonald's tried a new gourmet burger service and restaurant concept based on other gourmet restaurants such as Shake Shack and Grill'd. It was rolled out for the first time in Australia during the early months of 2015 and expanded to China, Hong Kong, Singapore, Arabia and New Zealand, with ongoing trials in the US market. In dedicated "Create Your Taste" (CYT) kiosks, customers could choose all ingredients including type of bun and meat along with optional extras. In late 2015 the Australian CYT service introduced CYT salads.
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After a person had ordered, McDonald's advised that wait times were between 10–15 minutes. When the food was ready, trained crew ('hosts') brought the food to the customer's table. Instead of McDonald's usual cardboard and plastic packaging, CYT food was presented on wooden boards, fries in wire baskets and salads in china bowls with metal cutlery. A higher price applied.
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In November 2016, Create Your Taste was replaced by a "Signature Crafted Recipes" program designed to be more efficient and less expensive.[90]
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Some locations are connected to gas stations and convenience stores,[91] while others called McExpress have limited seating and/or menu or may be located in a shopping mall. Other McDonald's are located in Walmart stores. McStop is a location targeted at truckers and travelers which may have services found at truck stops.[92]
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In Sweden, customers who order a happy meal can use the meal's container for a pair of goggles.[93] The company created a game for the goggles known as Slope Stars.[93] " McDonald's predicts happy goggles will continue in other countries.[93] In the Netherlands, McDonald's has introduced McTrax that doubles as a recording studio; it reacts to touch.[93] They can create their own beats with a synth and tweak sounds with special effects.[93]
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The first kosher McDonald's was established in 1997 at the Abasto de Buenos Aires mall in Buenos Aires, Argentina. There are many kosher branches in Israel.[94][95]
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McDonald's playgrounds are called McDonald's PlayPlace. Some McDonald's in suburban areas and certain cities feature large indoor or outdoor playgrounds. The first PlayPlace with the familiar crawl-tube design with ball pits and slides was introduced in 1987 in the US, with many more being constructed soon after.[citation needed]
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McDonald's Next use open-concept design and offer "Create Your Taste" digital ordering. The concept store also offers free mobile device charging and table service after 6:00 pm. The first store opened in Hong Kong in December 2015.[96]
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In 2006, McDonald's introduced its "Forever Young" brand by redesigning all of its restaurants, the first major redesign since the 1970s.[97][98]
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The goal of the redesign is to be more like a coffee shop, similar to Starbucks. The design includes wooden tables, faux-leather chairs, and muted colors; the red was muted to terracotta, the yellow was shifted to golden for a more "sunny" look, and olive and sage green were also added.
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To create a warmer look, the restaurants have less plastic and more brick and wood, with modern hanging lights to produce a softer glow. Many restaurants feature free Wi-Fi and flat-screen TVs. Other upgrades include double drive-thrus, flat roofs instead of the angled red roofs, and replacing fiber glass with wood. Instead of the familiar golden arches, the restaurants feature "semi-swooshes" (half of a golden arch), similar to the Nike swoosh.[99]
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McDonald's began banning smoking in 1994 when it restricted customers from smoking within its 1,400 wholly owned restaurants.[100]
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As a result of the 2019-2020 COVID-19 Pandemic, McDonald's closed most seating and all play areas in its United States restaurants.[101]
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Restaurants in a number of countries including France, Italy, Spain, the United Kingdom and Republic of Ireland were temporarily closed.[102] Some of these closed restaurants have now re-opened for drive-thru/delivery service only with menu limitations and spend caps.[103] In other countries including Australia, Germany and Canada restaurants did not close but were limited to providing drive-thru, takeaway and/or delivery only.[102]
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McDonald's Australia was forced to close 11 Melbourne restaurants temporarily after staff came into contact with a delivery driver who tested positive for COVID-19.[104]
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The re-opening of McDonald's restaurants for drive-thru in the United Kingdom generated significant queues of traffic throughout the country.[105][106][107] Avon and Somerset Police warned long lines of traffic could "cause accidents"[108] and Warwickshire Police criticized the queues as "dangerous".[109].
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Since the late 1990s, McDonald's has attempted to replace employees with electronic kiosks which would perform actions such as taking orders and accepting money. In 1999, McDonald's first tested "E-Clerks" in suburban Chicago, Illinois, and Wyoming, Michigan, with the devices being able to "save money on live staffers" and attracting larger purchase amounts than average employees.[110]
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In 2013, the University of Oxford estimated that in the succeeding decades, there was a 92% probability of food preparation and serving to become automated in fast food establishments.[111] By 2016, McDonald's "Create Your Taste" electronic kiosks were seen in some restaurants internationally where customers could custom order meals. As employees pushed for higher wages in the late-2010s, some believed that fast food companies such as McDonald's would use the devices to cut costs for employing individuals.[112]
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In September 2019, McDonald's purchased an AI-based start-up Apprente for replacing human servers with voice-based technology in its US drive-throughs.[113]
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On August 5, 2013, The Guardian revealed that 90 percent of McDonald's UK workforce are on zero hour contracts, making it possibly the largest such private sector employer in the country.[114] In April 2017, due to employee strikes, they gave all employees the option of fixed contracts instead.[115] A study released by Fast Food Forward conducted by Anzalone Liszt Grove Research showed that approximately 84 percent of all fast food employees working in New York City in April 2013 had been paid less than their legal wages by their employers.[116]
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From 2007 to 2011, fast food workers in the U.S. drew an average of $7 billion of public assistance annually resulting from receiving low wages.[117] The McResource website advised employees to break their food into smaller pieces to feel fuller, seek refunds for unopened holiday purchases, sell possessions online for quick cash, and to "quit complaining" as "stress hormone levels rise by 15 percent after ten minutes of complaining."[118] In December 2013, McDonald's shut down the McResource website amidst negative publicity and criticism. McDonald's plans to continue an internal telephone help line through which its employees can obtain advice on work and life problems.[119]
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Liberal think tank the Roosevelt Institute accuses some McDonald's restaurants of actually paying less than the minimum wage to entry positions due to 'rampant' wage theft.[120] In South Korea, McDonald's pays part-time employees $5.50 an hour and is accused of paying less with arbitrary schedules adjustments and pay delays.[121] In late 2015, Anonymous aggregated data collected by Glassdoor suggests that McDonald's in the United States pays entry-level employees between $7.25 an hour and $11 an hour, with an average of $8.69 an hour. Shift managers get paid an average of $10.34 an hour. Assistant managers get paid an average of $11.57 an hour.[122] McDonald's CEO, Steve Easterbrook, earns an annual salary of $1,100,000.[123] His total compensation for 2017 was $21,761,052.[124]
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McDonald's workers have on occasions decided to strike over pay, with most of the employees on strike seeking to be paid $15.00.[125] When interviewed about the strikes occurring, former McDonald's CEO Ed Rensi stated: "It's cheaper to buy a $35,000 robotic arm than it is to hire an employee who's inefficient making $15 an hour bagging french fries" with Rensi explaining that increasing employee wages could possibly take away from entry-level jobs.[126] However, according to Easterbrook, increasing wages and benefits for workers saw a 6% increase in customer satisfaction when comparing 2015's first quarter data to the first quarter of 2016, with greater returns seen as a result.[126]
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In September 2017, two British McDonald's stores agreed to a strike over zero-hours contracts for staff. Picket lines were formed around the two stores in Crayford and Cambridge. The strike was supported by the Leader of the Opposition Jeremy Corbyn.[127][128]
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Workers at the McDonald's franchise at Saint-Barthelemy, Marseille, occupied the restaurant, in protest against its planned closure. Employing 77 people the restaurant is the second-biggest private sector employer in Saint-Barthélémy, which has an unemployment rate of 30 per cent.[129] Lawyers for Kamel Guemari, a shop steward at the franchise, claimed an attempt was made to kill him when a car drove at him in the restaurant car park.[130][131]
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In March 2015, McDonald's workers in 19 U.S. cities filed 28 health and safety complaints with the U.S. Occupational Safety and Health Administration which allege that low staffing, lack of protective gear, poor training and pressure to work fast has resulted in injuries. The complaints allege that, because of a lack of first aid supplies, workers were told by management to treat burn injuries with condiments such as mayonnaise and mustard.[132] The Fight for $15 labor organization aided the workers in filing the complaints.[133]
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In 2015, McDonald's pledged to stop using eggs from battery cage facilities by 2025. Since McDonald's purchases over 2 billion eggs per year or 4 percent of eggs produced in the United States, the switch is expected to have a major impact on the egg industry and is part of a general trend toward cage-free eggs driven by consumer concern over the harsh living conditions of hens.[134][135] The aviary systems from which the new eggs will be sourced are troubled by much higher mortality rates, as well as introducing environmental and worker safety problems.[136] The high hen mortality rate, which is more than double that of battery cage systems, will require new research to mitigate. The facilities have higher ammonia levels due to faeces being kicked up into the air. Producers raised concerns about the production cost, which is expected to increase by 36 percent.[137]
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McDonald's continues to source pork from facilities that use gestation crates, and in 2012 pledged to phase them out.[138]
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McDonald's has for decades maintained an extensive advertising campaign. In addition to the usual media (television, radio, and newspaper), the company makes significant use of billboards and signage, and also sponsors sporting events ranging from Little League to the FIFA World Cup and Olympic Games.[139] Television has played a central role in the company's advertising strategy.[140] To date, McDonald's has used 23 different slogans in United States advertising, as well as a few other slogans for select countries and regions.[141]
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McDonald's and NASA explored an advertising agreement for a planned mission to the asteroid 449 Hamburga; however, the spacecraft was eventually cancelled.[142]
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McDonald's entered the NASCAR Cup series in 1977, sponsoring Richard Childress for one race. Between the years 1977 and 1986, McDonald's would only sponsor a handful of races in a season. In 1993, McDonald's would become the full-time sponsor for the No. 27 Junior Johnson & Associates Ford, driven by Hut Stricklin. In 1994, Stricklin would be replaced in the car by Jimmy Spencer, who would go on and win twice that season. The following season McDonald's would move over to the No. 94 Bill Elliott Racing Ford, driven by team-owner Bill Elliott. McDonald's would stay will Elliott until the 2001 season when they moved again, this time to the No. 96 PPI Motorsports Ford, driven by rookie Andy Houston. However, when the team failed to field a car for the entire season, McDonald's became absent from NASCAR until 2004, when it joined Evernham Motorsports, becoming a part-time sponsor for drivers Bill Elliott, Kasey Kahne, Elliott Sadler, A.J. Allmendinger, and Reed Sorenson all the way until 2010. During the 2010 season, McDonald's would enter its longest partnership with a team. Sponsoring select races with Chip Gannasi Racing's No. 1 Chevrolet, driven by Jamie McMurray, McDonald's would go and sponsor McMurray until his retirement in the 2019 Daytona 500. In 2019, McDonald's would stay with Chip Ganassi Racing, switching to the No. 42 car, driven by Kyle Larson. McDonald's would also sponsor Richard Petty Motorsports No. 43 Chevrolet, driven by Darrell Wallace Jr., for a single race. As of November 2019, McDonald's still sponsors the No. 42 Chevrolet driven by Kyle Larson.
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McDonald's is the title sponsor of the McDonald's All-American Game, all-star basketball games played each year for American and Canadian boys' and girls' high school basketball graduates.
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McHappy Day is an annual event at McDonald's, during which a percentage of the day's sales go to charity. It is the signature fundraising event for Ronald McDonald House Charities.[143]
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In 2007, it was celebrated in 17 countries: Argentina, Australia, Austria, Brazil, Canada, England, Finland, France, Guatemala, Hungary, Ireland, New Zealand, Norway, Sweden, Switzerland, the United States, and Uruguay.
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According to the Australian McHappy Day website, McHappy Day raised $20.4 million in 2009. The goal for 2010 was $20.8 million.[144]
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In 1995, St. Jude Children's Research Hospital received an anonymous letter postmarked in Dallas, Texas, containing a $1 million winning McDonald's Monopoly game piece. McDonald's officials came to the hospital, accompanied by a representative from the accounting firm Arthur Andersen, who examined the card under a jeweler's eyepiece, handled it with plastic gloves, and verified it as a winner.[145] Although game rules prohibited the transfer of prizes, McDonald's waived the rule and made the annual $50,000 annuity payments for the full 20-year period through 2014, even after learning that the piece was sent by an individual involved in an embezzlement scheme intended to defraud McDonald's.
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McRefugees are poor people in Hong Kong, Japan, and China who use McDonald's 24-hour restaurants as a temporary hostel. One in five of Hong Kong's population lives below the poverty line. The rise of McRefugees was first documented by photographer Suraj Katra in 2013.[146]
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In the late 1980s, Phil Sokolof, a millionaire businessman who had suffered a heart attack at the age of 43, took out full-page newspaper ads in New York, Chicago, and other large cities accusing McDonald's menu of being a threat to American health, and asking them to stop using beef tallow to cook their french fries.[147]
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In 1990, activists from a small group known as London Greenpeace (no connection to the international group Greenpeace) distributed leaflets entitled What's wrong with McDonald's?, criticizing its environmental, health, and labor record. The corporation wrote to the group demanding they desist and apologize, and, when two of the activists refused to back down, sued them for libel leading to the "McLibel case", one of the longest cases in British civil law. A documentary film of the McLibel Trial has been shown in several countries.[148]
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In 2001, Eric Schlosser's book Fast Food Nation included criticism of the business practices of McDonald's. Among the critiques were allegations that McDonald's (along with other companies within the fast food industry) uses its political influence to increase its profits at the expense of people's health and the social conditions of its workers. The book also brought into question McDonald's advertisement techniques in which it targets children. While the book did mention other fast-food chains, it focused primarily on McDonald's.[citation needed]
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In 2002, vegetarian groups, largely Hindu and Buddhist, successfully sued McDonald's for misrepresenting its French fries as vegetarian, when they contained beef broth.[149] In the same year, Spanish band Ska-P released a song titled McDollar in their album ¡¡Que Corra La Voz‼ criticizing McDonald's.
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Though the company objected, the term "McJob" was added to Merriam-Webster's Collegiate Dictionary in 2003.[150] The term was defined as "a low-paying job that requires little skill and provides little opportunity for advancement".[151]
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Morgan Spurlock's 2004 documentary film Super Size Me claimed that McDonald's food was contributing to the increase of obesity in society and that the company was failing to provide nutritional information about its food for its customers. Six weeks after the film premiered, McDonald's announced that it was eliminating the super size option, and was creating the adult Happy Meal. There was a documentary called Fat Head, which pointed out inconsistencies in Super Size Me.[citation needed]
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In 2006, an unsanctioned McDonald's Video Game by Italian group Molleindustria was released online. It is parody of the business practices of the corporate giant, taking the guise of a tycoon style business simulation game. In the game, the player plays the role of a McDonald's CEO, choosing whether or not to use controversial practices like genetically altered cow feed, plowing over rainforests, and corrupting public officials. McDonald's issued a statement distancing itself from the game.[152]
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In January 2014, it was reported that McDonald's was accused of having used a series of tax maneuvers to avoid taxes in France. The company confirmed that tax authorities had visited McDonald's French headquarters in Paris but insisted that it had not done anything wrong, saying, "McDonald's firmly denies the accusation made by L'Express according to which McDonald's supposedly hid part of its revenue from taxes in France."[153]
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In April 2020, McDonald's apologized after footage showing a notice that was being displayed inside one of its restaurants in China saying that "black people are not allowed to enter."[154]
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In response to public pressure, McDonald's has sought to include more healthy choices in its menu and has introduced a new slogan to its recruitment posters: "Not bad for a McJob".[155] The word McJob, first attested in the mid-1980s[150] and later popularized by Canadian novelist Douglas Coupland in his book Generation X: Tales for an Accelerated Culture, has become a buzzword for low-paid, unskilled work with few prospects or benefits and little security. McDonald's disputes this definition of McJob. In 2007, the company launched an advertising campaign with the slogan "Would you like a career with that?" on Irish television, asserting that its jobs have good prospects.
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In an effort to respond to growing consumer awareness of food provenance, the fast-food chain changed its supplier of both coffee beans and milk. UK chief executive Steve Easterbrook said: "British consumers are increasingly interested in the quality, sourcing, and ethics of the food and drink they buy".[156] In a bid to tap into the ethical consumer market,[157] McDonald's switched to using coffee beans taken from stocks that are certified by the Rainforest Alliance, a conservation group. Additionally, in response to pressure, McDonald's UK started using organic milk supplies for its bottled milk and hot drinks, although it still uses conventional milk in its milkshakes, and in all of its dairy products in the United States.[158] According to a report published by Farmers Weekly in 2007, the quantity of milk used by McDonald's could have accounted for as much as 5 percent of the UK's organic milk output.[159]
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McDonald's announced on May 22, 2008, that, in the United States and Canada, it would switch to using cooking oil that contains no trans fats for its french fries, and canola-based oil with corn and soy oils, for its baked items, pies and cookies, by year's end.[160][161]
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With regard to acquiring chickens from suppliers who use CAK/CAS methods of slaughter, McDonald's says that it needs to see more research "to help determine whether any CAS system in current use is optimal from an animal welfare perspective."[162]
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Since McDonald's began receiving criticism for its environmental practices in the 1970s, it has significantly reduced its use of materials.[163] For instance, an "average meal" in the 1970s—a Big Mac, fries, and a drink—required 46 grams (1.6 oz) of packaging; today, it requires 25 grams (0.88 oz), a 46 percent reduction.[164] In addition, McDonald's eliminated the need for intermediate containers for cola by using a delivery system that pumps syrup directly from the delivery truck into storage containers, saving two million pounds (910 tonnes) of packaging annually.[165] Weight reductions in packaging and products, as well as increased usage of bulk packaging, ultimately decreased packaging by twenty-four million pounds (11,000 tonnes) annually.[166] McDonald's efforts to reduce solid waste by using less packaging and by promoting the use of recycled materials were recognized by the U.S. Environmental Protection Agency.[167]
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In 1990, McDonald's worked with the Environmental Defense Fund to stop using "clam shell"-shaped styrofoam food containers to store its food products.[168]
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In April 2008, McDonald's announced that 11 of its restaurants in Sheffield, England, were engaged in a biomass trial program that cut its waste and carbon footprint by half in the area. In this trial, waste from the restaurants was collected by Veolia Environmental Services and used to produce energy at a power plant. McDonald's announced plans to expand this project, although the lack of biomass power plants in the United States would prevent adoption of this plan as a national standard there anytime soon.[169] In addition, in Europe, McDonald's has been recycling vegetable grease by converting it to fuel for its diesel trucks.[170]
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In an effort to reduce energy usage by 25 percent in its restaurants, McDonald's opened a prototype restaurant in Chicago in 2009, intending to use the model in its other restaurants throughout the world. Building on past efforts, specifically a restaurant it opened in Sweden in 2000 that was the first to incorporate green ideas, McDonald's designed the Chicago site to save energy by managing storm water, using skylights for more natural lighting, and installing partitions and tabletops made from recycled goods, among other measures.[171]
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In 2012, McDonald's announced they would trial replacing styrofoam coffee cups with an alternative material.[172]
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In 2019, McDonalds switched from plastic straws to paper ones in Ireland and the United Kingdom in an effort to reduce plastic pollution.[173] However, a subsequent investigation by The Sun found that the new paper straws were not recyclable.[173] Disabled activists criticized the shift away from plastic straws as ableist.[174]
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McDonald's uses a corn-based bioplastic to produce containers for some products. The environmental benefits of this technology are controversial, with critics noting that biodegradation is slow and produces greenhouse gases, and that contamination of traditional plastic waste streams with bioplastics can complicate recycling efforts.[175]
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Studies of litter have found that McDonald's is one of the most littered brands worldwide. In 2012, a Keep Australia Beautiful study found that McDonald's was the most littered brand in Queensland.[176][177] In 2009, Keep Britain Tidy likewise found McDonald's to be the leading producer of fast-food litter on British streets, accounting for 29% of the total. [178] An early protest against this practice was "Operation Send-It-Back", launched by London Greenpeace in 1994 in response to the company's targeting of activists in the McLibel Trial.[179] Participants in Operation Send-It-Back returned 30 sacks of McDonald's litter to the company.[179] In the 2010s, similar individual protests took in New Zealand[180] and England.[181]
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McDonald's has been involved in a number of lawsuits and other legal cases, most of which involved trademark disputes. The company has threatened many food businesses with legal action unless it drops the Mc or Mac from trading names.
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In April 2017, Irish fast-food chain Supermac's submitted a request to the European Union Property Office to cancel McDonald's owned trademarks within the European Union, claiming that McDonald's engaged in "trademark bullying; registering brand names... which are simply stored away in a war chest to use against future competitors", after the trademarks had prevented Supermac's from expanding out of Ireland. The EUIPO ruled in Supermac's favour, finding that McDonald's "has not proven genuine use" of many trademarks, cancelling McDonald's owned trademarks such as 'Big Mac' and certain 'Mc' related trademarks within the European Union.[182][183][184]
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Burger King responded by trolling McDonald's by giving their sandwiches names like "Like a Big Mac But Juicier", "Like a Big Mac, But Actually Big" and "Big Mac-ish But Flame-Grilled of Course".[185]
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On September 8, 2009, McDonald's Malaysian operations lost a lawsuit to prevent another restaurant calling itself McCurry. McDonald's lost in an appeal to Malaysia's highest court, the Federal Court.[186]
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In April 2007, in Perth, Western Australia, McDonald's pleaded guilty to five charges relating to the employment of children under 15 in one of its outlets and was fined A$8,000.[187]
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The longest-running legal action of all time in the UK was the McLibel case against two defendants who criticized a number of aspects of the company. The trial lasted 10 years and called 130 witnesses. The European Court of Human Rights deemed that the unequal resources of the litigants breached the defendants rights to freedom of speech and biased the trial. The result was widely seen as a "PR disaster" for McDonald's.[188]
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A famous legal case in the U.S. involving McDonald's was the 1994 decision in Liebeck v. McDonald's Restaurants, where Albuquerque, New Mexico resident Stella Liebeck was initially awarded $2.86 million (equivalent to $4.49 million in 2018)[189] after 81-year-old Liebeck suffered third-degree burns after spilling a scalding cup of McDonald's coffee on herself. The award was later reduced to $640,000 (equivalent to $1 million in 2018).[190][191] In 2019, a McDonald's employee, Jenna Ries, sued the restaurant chain over allowing sexual harassment in the work place and described the working environment as "toxic".[192]
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in Europe (dark grey) – [Legend]
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North Macedonia[c] (until February 2019, Macedonia), officially the Republic of North Macedonia,[d] is a country in the Balkan Peninsula in Southeast Europe. It gained its independence in 1991 as one of the successor states of Yugoslavia. A landlocked country, North Macedonia has borders with Kosovo[e] to the northwest, Serbia to the northeast, Bulgaria to the east, Greece to the south, and Albania to the west.[9] It constitutes approximately the northern third of the larger geographical region of Macedonia. The capital and largest city, Skopje, is home to roughly a quarter of the country's 2.06 million inhabitants. The majority of the residents are ethnic Macedonians, a South Slavic people. Albanians form a significant minority at around 25%, followed by Turks, Romani, Serbs, Bosniaks, and Aromanians.
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The history of the region dates back to antiquity, beginning with the kingdom of Paeonia, presumably a mixed Thraco-Illyrian polity.[10] In the late sixth century BC, the area was subjugated by the Persian Achaemenid Empire, then incorporated into the kingdom of Macedonia in the fourth century BC. The Romans conquered the region in the second century BC and made it part of the larger province of Macedonia. The area remained part of the Byzantine Empire, but was often raided and settled by Slavic tribes beginning in the sixth century of the Christian era. Following centuries of contention between the Bulgarian, Byzantine, and Serbian Empire, it was part of the Ottoman dominion from the mid-14th until the early 20th century, when, following the Balkan Wars of 1912 and 1913, the modern territory of North Macedonia came under Serbian rule.
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During the First World War (1915–1918), it was ruled by Bulgaria, but after the end of the war it returned to being under Serbian rule as part of the newly formed Kingdom of Serbs, Croats and Slovenes. Later, during the Second World War (1941–1944), it was ruled by Bulgaria again, and in 1945 it was established as a constituent state of communist Yugoslavia, which it remained until its peaceful secession in 1991. The country became a member of the United Nations in April 1993, but as a result of a dispute with Greece over the name "Macedonia", it was admitted under the provisional description the former Yugoslav Republic of Macedonia[f] (abbreviated as FYR Macedonia and FYROM). In June 2018, Macedonia and Greece resolved the dispute with an agreement that the country should rename itself "Republic of North Macedonia". This renaming came into effect in February 2019.
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A unitary parliamentary constitutional republic, North Macedonia is a member of the UN, NATO, Council of Europe, World Bank, OSCE, CEFTA, and the WTO. Since 2005, it has also been a candidate for joining the European Union. North Macedonia is an upper-middle-income country[13] and has undergone considerable economic reform since independence in developing an open economy. North Macedonia is a developing country, ranking 82nd on the Human Development Index, and provides a social security, universal health care system, and free primary and secondary education to its citizens.
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The state's name derives from the Greek word Μακεδονία (Makedonía),[14][15] a kingdom (later, region) named after the ancient Macedonians. Their name, Μακεδόνες (Makedónes), derives ultimately from the ancient Greek adjective μακεδνός (makednós), meaning tall or taper,[16] which shares the same root as the adjective μακρός (makrós), meaning long, tall, or high, in ancient Greek.[17] The name is believed to have originally meant either highlanders or the tall ones, possibly descriptive of the people.[15][18][19] According to linguist Robert S. P. Beekes, both terms are of Pre-Greek substrate origin and cannot be explained in terms of Indo-European morphology;[20] however, linguist Filip De Decker argues the arguments are insufficient.[21]
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In the early 19th century the name of Macedonia was almost unknown in the modern-day area.[22][23][24] It was revived only in middle of the century, with the rise of nationalism in the Ottoman Empire.[25][26][27] In the early 20th century the region was already a national cause, contested among Bulgarian, Greek and Serbian nationalists. During the interwar period the use of the name Macedonia was prohibited in the Kingdom of Yugoslavia, due to the implemented policy of Serbianisation of the local Slavic-speakers.[28][29] The name Macedonia was adopted officially for the first time at the end of the Second World War by the new Socialist Republic of Macedonia, which became one of the six constituent countries of the Socialist Federal Republic of Yugoslavia. After the fall of Communism, with the beginning of the breakup of Yugoslavia, this federal entity declared independence and changed its official name to Republic of Macedonia in 1991. Prior to June 2018, the use of the name Macedonia was disputed between Greece and the then-Republic of Macedonia.
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The Prespa agreement of June 2018 saw the country change its name to the Republic of North Macedonia eight months later.[30][31] A non-binding[32] national referendum on the matter passed with 90% approval but did not reach the required 50% turnout amidst a boycott, leaving the final decision with parliament to ratify the result.[33] Parliament approved of the name change on 19 October, reaching the required two-thirds majority needed to enact constitutional changes.[34] The vote to amend the constitution and change the name of the country passed on 11 January 2019 in favour of the amendment.[35] The amendment entered into force on 12 February, following the ratification of the Prespa agreement and the Protocol on the Accession of North Macedonia to NATO by the Greek Parliament.[36] Despite the renaming, the country is still unofficially referred to as 'Macedonia' by its citizens and most of the local media outlets.[citation needed]
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North Macedonia geographically roughly corresponds to the ancient kingdom of Paeonia,[37][38][39][40] which was located immediately north of the ancient kingdom of Macedonia.[41] Paeonia was inhabited by the Paeonians, a Thracian people,[42] whilst the northwest was inhabited by the Dardani and the southwest by tribes known historically as the Enchelae, Pelagones, and Lyncestae; the latter two are generally regarded as Molossian tribes of the northwestern Greek group, whilst the former two are considered Illyrian.[43][44][45][46][47][48]
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In the late 6th century BC, the Achaemenid Persians under Darius the Great conquered the Paeonians, incorporating what is today the state of North Macedonia within their vast territories.[49][50][51] Following the loss in the Second Persian invasion of Greece in 479 BC, the Persians eventually withdrew from their European territories, including from what is today North Macedonia.
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Philip II of Macedon absorbed[52] the regions of Upper Macedonia (Lynkestis and Pelagonia) and the southern part of Paeonia (Deuriopus) into the kingdom of Macedon in 356 BC.[53] Philip's son Alexander the Great conquered the remainder of the region and incorporated it in his empire, reaching as far north as Scupi, but the city and the surrounding area remained part of Dardania.[54]
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The Romans established the province of Macedonia in 146 BC. By the time of Diocletian, the province had been subdivided between Macedonia Prima ("first Macedonia") on the south, encompassing most of the kingdom of Macedon, and Macedonia Salutaris (meaning "wholesome Macedonia", known also as Macedonia Secunda, "second Macedonia") on the north, encompassing partially Dardania and the whole of Paeonia; most of the country's modern boundaries fell within the latter, with the city of Stobi as its capital.[55] Roman expansion brought the Scupi area under Roman rule in the time of Domitian (81–96 AD), and it fell within the Province of Moesia.[56] Whilst Greek remained the dominant language in the eastern part of the Roman empire, especially south of Jireček Line, Latin spread to some extent in Macedonia.[57]
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Slavic tribes settled in the Balkan region including North Macedonia by the late 6th century AD. During the 580s, Byzantine literature attests to the Slavs raiding Byzantine territories in the region of Macedonia, later aided by Bulgars. Historical records document that in c. 680 a group of Bulgars, Slavs and Byzantines led by a Bulgar called Kuber settled in the region of the Keramisian plain, centred on the city of Bitola, forming a second route for the Bulgar definitive settlement on the Balkan Peninsula at the end of the 7th century.[58] Presian's reign apparently coincides with the extension of Bulgarian control over the Slavic tribes in and around Macedonia. The Slavic tribes that settled in the region of Macedonia converted to Christianity around the 9th century during the reign of Tsar Boris I of Bulgaria. The Ohrid Literary School became one of the two major cultural centres of the First Bulgarian Empire, along with the Preslav Literary School. Established in Ohrid in 886 by Saint Clement of Ohrid on the order of Boris I, the Ohrid Literary School was involved in the spreading of the Cyrillic script.[59]
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After Sviatoslav's invasion of Bulgaria, the Byzantines took control of East Bulgaria. Samuil, one of the Cometopuli brothers, was proclaimed Tsar of Bulgaria. He moved the capital to Skopje and then to Ohrid, which had been the cultural and military centre of southwestern Bulgaria since Boris I's rule. Samuil reestablished Bulgarian power, but after several decades of conflicts, in 1014, the Byzantine Emperor Basil II defeated his armies, and within four years the Byzantines restored control over the Balkans (including North Macedonia) for the first time since the 7th century. The rank of the autocephalous Bulgarian Patriarchate was lowered due to its subjugation to Constantinople and it was transformed into the Archbishopric of Ohrid. By the late 12th century, Byzantine decline saw the region contested by various political entities, including a brief Norman occupation in the 1080s.
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In the early 13th century, a revived Bulgarian Empire gained control of the region. Plagued by political difficulties, the empire did not last, and the region came once again under Byzantine control in the early 14th century. In the 14th century, it became part of the Serbian Empire, who saw themselves as liberators of their Slavic kin from Byzantine despotism.[citation needed] Skopje became the capital of Tsar Stefan Dusan's empire.
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Following Dusan's death, a weak successor appeared, and power struggles between nobles divided the Balkans once again. These events coincided with the entry of the Ottoman Turks into Europe. The Kingdom of Prilep was one of the short-lived states that emerged from the collapse of the Serbian Empire in the 14th century.[60] Gradually, all of the central Balkans were conquered by the Ottoman Empire and remained under its domination for five centuries as part of the province or Eyalet of Rumelia. The name Rumelia (Turkish: Rumeli) means "Land of the Romans" in Turkish, referring to the lands conquered by the Ottoman Turks from the Byzantine Empire.[61] Over the centuries Rumelia Eyalet was reduced in size through administrative reforms, until by the 19th century it consisted of a region of central Albania and western North Macedonia with its capital at Manastir or present-day Bitola.[62] Rumelia Eyalet was abolished in 1867 and that territory of Macedonia subsequently became part of the province of Manastir Vilayet until the end of Ottoman rule in 1912.
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With the beginning of the Bulgarian National Revival in the 18th century, many of the reformers were from this region, including the Miladinov Brothers,[63] Rajko Žinzifov, Joakim Krčovski,[64] Kiril Pejčinoviḱ[65] and others. The bishoprics of Skopje, Debar, Bitola, Ohrid, Veles, and Strumica voted to join the Bulgarian Exarchate after it was established in 1870.[66]
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Several movements whose goals were the establishment of an autonomous Macedonia, which would encompass the entire region of Macedonia, began to arise in the late 19th century; the earliest of these was the Bulgarian Macedonian-Adrianople Revolutionary Committees, later becoming Secret Macedonian-Adrianople Revolutionary Organization (SMARO). In 1905 it was renamed the Internal Macedonian-Adrianople Revolutionary Organization (IMARO), and after World War I the organisation separated into the Internal Macedonian Revolutionary Organization (IMRO) and the Internal Thracian Revolutionary Organisation (ITRO).[67]
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In the early years of the organisation, membership eligibility was exclusive to Bulgarians, but later it was extended to all inhabitants of European Turkey regardless of ethnicity or religion.[68] The majority of its members were Macedonian Bulgarians.[69] In 1903, IMRO organised the Ilinden–Preobrazhenie Uprising against the Ottomans, which after some initial successes, including the forming of the Kruševo Republic, was crushed with much loss of life.[70] The uprising and the forming of the Kruševo Republic are considered the cornerstone and precursors to the eventual establishment of the Macedonian state.[71][72][73] The leaders of the Ilinden uprising are celebrated as national heroes in North Macedonia. The names of IMRO revolutionaries like Gotse Delchev, Pitu Guli, Dame Gruev and Yane Sandanski were included into the lyrics of the national anthem of the state of North Macedonia "Denes nad Makedonija" ("Today over Macedonia"). The major national holiday of North Macedonia, the Republic Day, is celebrated on 2 August, Ilinden (St. Elijah day), the day of the Ilinden uprising.
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Following the two Balkan Wars of 1912 and 1913 and the dissolution of the Ottoman Empire, most of its European-held territories were divided between Greece, Bulgaria and Serbia.[74] The territory that was to become North Macedonia was annexed by Serbia and named South Serbia. Following the partition, an anti-Bulgarian campaign was carried out in the areas under Serbian and Greek control.[75] As many as 641 Bulgarian schools and 761 churches were closed by the Serbs, while Exarchist clergy and teachers were expelled.[75] The use of all Macedonian dialects and standard Bulgarian were proscribed.[75] IMRO, together with local Albanians, organised the Ohrid–Debar uprising against the Serbian rule. Within a few days the rebels captured the towns of Gostivar, Struga and Ohrid, expelling the Serbian troops. According to the Carnegie Endowment for International Peace report, a Serbian army of 100,000 regulars suppressed the uprising. Many were killed and tens of thousands refugees fled to Bulgaria and Albania.[76][77]
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In the fall of 1915, Bulgaria joined the Central Powers in the First World War and occupied most of today's North Macedonia.[75] After the end of the First World War, the area returned to Serbian control as part of the newly formed Kingdom of Serbs, Croats and Slovenes[78] and saw a reintroduction of the anti-Bulgarian measures. Bulgarian teachers and clergy were expelled, Bulgarian language signs and books removed, and all Bulgarian organisations dissolved.[75]
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The Serbian government pursued a policy of forced Serbianisation in the region,[79][80] which included systematic suppression of Bulgarian activists, altering family surnames, internal colonisation, forced labour, and intense propaganda.[81] To aid the implementation of this policy, some 50,000 Serbian army and gendermerie were stationed in North Macedonia.[75] By 1940 about 280 Serbian colonies (comprising 4,200 families) were established as part of the government's internal colonisation program (initial plans envisaged 50,000 families settling in North Macedonia).[75]
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In 1929, the Kingdom was officially renamed the Kingdom of Yugoslavia, and divided into provinces called banovinas. South Serbia, including all of what is now the state of North Macedonia, became the Vardar Banovina of the Kingdom of Yugoslavia.[85]
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The Internal Macedonian Revolutionary Organization (IMRO) promoted the concept of an Independent Macedonia in the interbellum. Its leaders—including Todor Alexandrov, Aleksandar Protogerov, and Ivan Mihailov—promoted independence of the Macedonian territory split between Serbia and Greece for the whole population, regardless of religion and ethnicity.[86] The Bulgarian government of Alexander Malinov in 1918 offered to give Pirin Macedonia for that purpose after World War I,[87] but the Great Powers did not adopt this idea because Serbia and Greece opposed it. In 1924, the Communist International suggested that all Balkan communist parties adopt a platform of a "United Macedonia" but the suggestion was rejected by the Bulgarian and Greek communists.[88]
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IMRO followed by starting an insurgent war in Vardar Macedonia, together with Macedonian Youth Secret Revolutionary Organization, which also conducted guerrilla attacks against the Serbian administrative and army officials there. In 1923 in Stip, a paramilitary organisation called Association against Bulgarian Bandits was formed by Serbian chetniks, IMRO renegades and Macedonian Federative Organization (MFO) members to oppose IMRO and MMTRO.[89] On 9 October 1934 IMRO member Vlado Chernozemski assassinated Alexander I of Yugoslavia.
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The Macedonist ideas increased in Yugoslav Vardar Macedonia and among the left diaspora in Bulgaria during the interbellum. They were supported by the Comintern.[90] In 1934, the Comintern issued a special resolution in which for the first time directions were provided for recognising the existence of a separate Macedonian nation and Macedonian language.[91]
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During World War II, Yugoslavia was occupied by the Axis powers from 1941 to 1945. The Vardar Banovina was divided between Bulgaria and Italian-occupied Albania. Bulgarian Action Committees were established to prepare the region for the new Bulgarian administration and army.[93] The committees were mostly formed by former members of IMRO and MYSRO, but some IMRO (United) former members also participated.[94][95]
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As leader of the Vardar Macedonian communists, Shatorov switched from the Yugoslav Communist Party to the Bulgarian Communist Party[95][96] and refused to start military action against the Bulgarian Army.[97]
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The Bulgarian authorities, under German pressure,[98] were responsible for the round-up and deportation of over 7,000 Jews in Skopje and Bitola.[99] Harsh rule by the occupying forces encouraged many Vardar Macedonians to support the Communist Partisan resistance movement of Josip Broz Tito after 1943,[g] and the National Liberation War ensued.[100][101]
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In Vardar Macedonia, after the Bulgarian coup d'état of 1944, the Bulgarian troops, surrounded by German forces, fought their way back to the old borders of Bulgaria.[102] Under the leadership of the new Bulgarian pro-Soviet government, four armies, 455,000 strong in total, were mobilised and reorganised. Most of them re-entered occupied Yugoslavia in early October 1944 and moved from Sofia to Niš, Skopje and Pristina with the strategic task of blocking the German forces withdrawing from Greece.[103] The Bulgarian army would reach the Alps in Austria, participating in the expulsion of the Germans to the west, through Yugoslavia and Hungary.
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Compelled by the Soviet Union with a view towards the creation of a large South Slav Federation, in 1946 the new Communist government, led by Georgi Dimitrov, agreed to give Bulgarian Macedonia to a United Macedonia. With the Bled agreement, in 1947 Bulgaria formally confirmed the envisioned unification of the Macedonian region, but postponed this act until after the formation of the future Federation.[104][105] It was the first time it accepted the existence of a separate Macedonian ethnicity and language. After the Tito–Stalin split the region of Pirin Macedonia remained part of Bulgaria and later the Bulgarian Communist Party revised its view of existence of a separate Macedonian nation and language.
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In December 1944 the Anti-Fascist Assembly for the National Liberation of Macedonia (ASNOM) proclaimed the People's Republic of Macedonia as part of the People's Federal Republic of Yugoslavia.[106] ASNOM remained an acting government until the end of the war. The Macedonian alphabet was codified by linguists of ASNOM, who based their alphabet on the phonetic alphabet of Vuk Stefanović Karadžić and the principles of Krste Petkov Misirkov. During the civil war in Greece (1946–1949), Macedonian communist insurgents supported the Greek communists. Many refugees fled to the Socialist Republic of Macedonia from there. The state dropped Socialist from its name in 1991 when it peacefully seceded from Yugoslavia.
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The new republic became one of the six republics of the Yugoslav federation. Following the federation's renaming as the Socialist Federal Republic of Yugoslavia in 1963, the People's Republic of Macedonia was likewise renamed the Socialist Republic of Macedonia.[107][108][109]
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North Macedonia officially celebrates 8 September 1991 as Independence day (Macedonian: Ден на независноста, Den na nezavisnosta), with regard to the referendum endorsing independence from Yugoslavia.[110] The anniversary of the start of the Ilinden Uprising (St. Elijah's Day) on 2 August is also widely celebrated on an official level as the Day of the Republic.
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Robert Badinter, as the head of the Arbitration Commission of the Peace Conference on Yugoslavia, recommended EC recognition in January 1992.[111]
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North Macedonia remained at peace through the Yugoslav Wars of the early 1990s. A few very minor changes to its border with Yugoslavia were agreed upon to resolve problems with the demarcation line between the two countries. It was seriously destabilised by the Kosovo War in 1999, when an estimated 360,000 ethnic Albanian refugees from Kosovo took refuge in the country.[112] They departed shortly after the war, and Albanian nationalists on both sides of the border took up arms soon after in pursuit of autonomy or independence for the Albanian-populated areas of North Macedonia.[112][113]
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A conflict took place between the government and ethnic Albanian insurgents, mostly in the north and west of the country, between February and August 2001.[113][114][115] The war ended with the intervention of a NATO ceasefire monitoring force. Under the terms of the Ohrid Agreement, the government agreed to devolve greater political power and cultural recognition to the Albanian minority.[116] The Albanian side agreed to abandon separatist demands and to recognise all Macedonian institutions fully. In addition, according to this accord, the NLA were to disarm and hand over their weapons to a NATO force.[117]
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Inter-ethnic tensions flared in North Macedonia in 2012, with incidents of violence between ethnic Albanians and Macedonians.[118]
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After the Second World War, Macedonian scholars usually defined the ancient local tribes in the area of North Macedonia as Daco-Moesian. The most popular Daco-Moesian tribes described in Yugoslav literature were the Triballians, the Dardanians and the Paeonians.[119] The leading research goal in SR Macedonia then was the support of the existence of some kind of Paionian identity on its territory, contrary to scientific claims about strict Thraco-Illyrian Balkan separation in the neighboring Bulgaria and Albania. Yugoslav Macedonian historiography argued also that the eventual link between the modern Macedonians and their ancient namesakes was at best accidental.[120] Following its independence the scientific community in the new republic began gradually to contest these postulates.[121] Its new postulates called antiquization arose into the promotion of a nation building identity politics based on the presumable direct ethnogenetic link between today's Macedonians and the ancient ones.
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Since the coming to power in 2006, but especially since the country's non-invitation to NATO in 2008, the VMRO-DPMNE government pursued a policy of "Antiquisation" ("Antikvizatzija") as a way of putting pressure on Greece as well as for the purposes of domestic identity-building.[122] Statues of Alexander the Great and Philip of Macedon have been built in several cities across the country. Additionally, many pieces of public infrastructure, such as airports, highways, and stadiums were renamed after Alexander and Philip. These actions were seen as deliberate provocations in neighbouring Greece, exacerbating the dispute and further stalling the country's EU and NATO applications.[123] The policy has also attracted criticism domestically, as well as from EU diplomats,[122] and, following the Prespa agreement, it has been partly reversed after 2016 by the new SDSM government of North Macedonia.[124][125] Moreover, per Prespa agreement both countries have acknowledged that their respective understanding of the terms "Macedonia" and "Macedonian" refers to a different historical context and cultural heritage.
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The Prespa agreement, which replaces the Interim Accord of 1995,[126] was signed on 17 June 2018 by the two foreign ministers Nikola Dimitrov and Nikos Kotzias and in the presence of the respective prime ministers, Zoran Zaev and Alexis Tsipras.[127]
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The withdrawal of the Greek veto resulted in the European Union on 27 June approving the start of accession talks with the Republic of Macedonia, which were expected to take place in 2019, under the condition that the Prespa deal was implemented and the country's name was changed to Republic of North Macedonia.[128] On 5 July, the Prespa agreement was ratified again by the Macedonian parliament with 69 MPs voting in favour of it.[129] On 12 July, NATO invited Macedonia to start accession talks in a bid to become the EuroAtlantic alliance's 30th member.[130] On 30 July, the parliament of Macedonia approved plans to hold a non-binding referendum on changing the country's name, which took place on 30 September.[131] Ninety-one percent of voters voted in favour with a 37% turnout,[132] but the referendum was not carried because of a constitutional requirement for a 50% turnout.[133]
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On 6 February 2019, the permanent representatives of NATO member states and Macedonian Foreign Affairs Minister Nikola Dimitrov, signed in Brussels the accession protocol of North Macedonia into NATO.[134][135] The protocol was then ratified on 8 February by the Greek parliament, thus completing all the preconditions for putting into force the Prespa agreement. Subsequently, on 12 February the Macedonian government announced the formal activation of the constitutional amendments which effectively renamed the country as North Macedonia and informed accordingly the United Nations and its member states.[136][137]
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In March 2020, after the ratification process by all NATO members was completed, North Macedonia acceded to NATO, becoming the 30th member state.[138][139] The same month, the leaders of the European Union formally gave approval to North Macedonia begin talks to join the EU.[140][141]
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North Macedonia has a total area of 25,713 km2 (9,928 sq mi). It lies between latitudes 40° and 43° N, and mostly between longitudes 20° and 23° E (a small area lies east of 23°). North Macedonia has some 748 km (465 mi) of boundaries, shared with Serbia (62 km or 39 mi) to the North, Kosovo (159 km or 99 mi) to the northwest, Bulgaria (148 km or 92 mi) to the east, Greece (228 km or 142 mi) to the south, and Albania (151 km or 94 mi) to the west. It is a transit way for shipment of goods from Greece, through the Balkans, towards Eastern, Western and Central Europe and through Bulgaria to the east. It is part of the larger region of Macedonia, which also includes Greek Macedonia and the Blagoevgrad Province in southwestern Bulgaria.
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North Macedonia is a landlocked country that is geographically clearly defined by a central valley formed by the Vardar river and framed along its borders by mountain ranges. The terrain is mostly rugged, located between the Šar Mountains and Osogovo, which frame the valley of the Vardar river. Three large lakes—Lake Ohrid, Lake Prespa and Dojran Lake—lie on the southern borders, bisected by the frontiers with Albania and Greece. Ohrid is considered to be one of the oldest lakes and biotopes in the world.[142] The region is seismically active and has been the site of destructive earthquakes in the past, most recently in 1963 when Skopje was heavily damaged by a major earthquake, killing over 1,000.
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North Macedonia also has scenic mountains. They belong to two different mountain ranges: the first is the Šar Mountains[143][144] that continues to the West Vardar/Pelagonia group of mountains (Baba Mountain, Nidže, Kozuf and Jakupica), also known as the Dinaric range. The second range is the Osogovo–Belasica mountain chain, also known as the Rhodope range. The mountains belonging to the Šar Mountains and the West Vardar/Pelagonia range are younger and higher than the older mountains of the Osogovo-Belasica mountain group. Mount Korab of the Šar Mountains on the Albanian border, at 2,764 m (9,068 ft), is the tallest mountain in North Macedonia.
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In North Macedonia there are 1,100 large sources of water. The rivers flow into three different basins: the Aegean, the Adriatic and the Black Sea.[145]
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The Aegean basin is the largest. It covers 87% of the territory of North Macedonia, which is 22,075 square kilometres (8,523 sq mi). Vardar, the largest river in this basin, drains 80% of the territory or 20,459 square kilometres (7,899 sq mi). Its valley plays an important part in the economy and the communication system of the country. The Vardar Valley project is considered to be crucial for the strategic development of the country.
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The river Black Drin forms the Adriatic basin, which covers an area of about 3,320 km2 (1,282 sq mi), i.e., 13% of the territory. It receives water from Lakes Prespa and Ohrid.
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The Black Sea basin is the smallest with only 37 km2 (14 sq mi). It covers the northern side of Mount Skopska Crna Gora. This is the source of the river Binachka Morava, which joins the Morava, and later, the Danube, which flows into the Black Sea.
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North Macedonia has around fifty ponds and three natural lakes, Lake Ohrid, Lake Prespa and Lake Dojran.
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In North Macedonia there are nine spa towns and resorts: Banište, Banja Bansko, Istibanja, Katlanovo, Kežovica, Kosovrasti, Banja Kočani, Kumanovski Banji and Negorci.
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Four different seasons are found in the country with warm and dry summers and moderately cold and snowy winters. The range of temperatures recorded throughout the year ranges from −20 °C (−4 °F) in winter, to 40 °C (104 °F) in summer. Low winter temperatures are influenced by winds from the north while heat seasons during summer arise due to the subtropical pressure of the Aegean Sea and climate influences from the Middle East, with the latter causing dry periods.[146] There are three main climatic zones in the country: mildly continental in the north, temperate Mediterranean in the south and mountainous in the zones with high altitude.[147] Along the valleys of the Vardar and Strumica rivers, in the regions of Gevgelija, Valandovo, Dojran, Strumica, and Radoviš, the climate is temperate Mediterranean. The warmest regions are Demir Kapija and Gevgelija, where the temperature in July and August frequently exceeds 40 °C (104 °F).[148]
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Average annual precipitation varies from 1,700 mm (66.9 in) in the western mountainous area to 500 mm (19.7 in) in the eastern area. There is a low level of precipitation in the Vardar valley with 500 mm (19.7 in) of water per year.[146] The climate and irrigation diversity allow the cultivation of different plant types, including wheat, corn, potatoes, poppies, peanuts, and rice.[149] There are thirty main and regular weather stations in the country.
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The flora of North Macedonia is represented by around 210 families, 920 genera, and around 3,700 plant species. The most abundant group are the flowering plants with around 3,200 species, followed by mosses (350 species) and ferns (42).
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Phytogeographically, North Macedonia belongs to the Illyrian province of the Circumboreal Region within the Boreal Kingdom. According to the World Wide Fund for Nature (WWF) and the Digital Map of European Ecological Regions by the European Environment Agency, the territory of the Republic can be subdivided into four ecoregions: the Pindus Mountains mixed forests, Balkan mixed forests, Rhodopes mixed forests and Aegean sclerophyllous and mixed forests.
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National Park of Pelister in Bitola is known for the presence of the endemic Macedonian Pine, as well as some 88 species of plants representing almost 30 percent of North Macedonian dendroflora. The Macedonian Pine forests on Pelister are divided into two communities: pine forests with ferns and pine forests with junipers. The Macedonian Pine, as a specific conifer species, is a relict of tertiary flora, and the five-needle pine Molika, was first noted on Pelister in 1893.
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North Macedonia's limited forest growth also includes Macedonian Oaks, the sycamore, weeping willows, white willows, alders, poplars, elms, and the common ash. Near the rich pastures on Šar Mountain and Bistra, Mavrovo, is another plant species characteristic of plant life in Macedonia—the poppy. The quality of thick poppy juice is measured worldwide by morphine units; while Chinese opium contains eight such units and is considered to be of high quality, Indian opium contains seven units, and Turkish opium only six, Macedonian opium contains a full 14 morphine units and is one of the best quality opiums in the world.[150]
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The native forest fauna is abundant and includes bears, wild boars, wolves, foxes, squirrels, chamois and deer. The lynx is found, very rarely, in the mountains of western Macedonia, while deer can be found in the region of Demir Kapija. Forest birds include the blackcap, the grouse, the black grouse, the imperial eagle and the forest owl.
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The country has three national parks:
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North Macedonia is a parliamentary democracy with an executive government composed of a coalition of parties from the unicameral legislature (Собрание, Sobranie) and an independent judicial branch with a constitutional court. The Assembly is made up of 120 seats and the members are elected every four years. The role of the President of the Republic is mostly ceremonial, with the real power resting in the hands of the Prime Minister. The President is the commander-in-chief of the state armed forces and a president of the state Security Council. The President is elected every five years and he or she can be elected twice at most.
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With the passage of a new law and elections held in 2005, local government functions are divided between 78 municipalities (општини, opštini; singular: општина, opština). The capital, Skopje, is governed as a group of ten municipalities collectively referred to as the "City of Skopje". Municipalities in North Macedonia are units of local self-government. Neighbouring municipalities may establish co-operative arrangements.
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The country's main political divergence is between the largely ethnically based political parties representing the country's ethnic Macedonian majority and Albanian minority. The issue of the power balance between the two communities led to a brief war in 2001, following which a power-sharing agreement was reached. In August 2004, parliament passed legislation redrawing local boundaries and giving greater local autonomy to ethnic Albanians in areas where they predominate.
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After a troublesome pre-election campaign, North Macedonia saw a relatively calm and democratic change of government in the elections held on 5 July 2006. The elections were marked by a decisive victory of the centre-right party VMRO-DPMNE led by Nikola Gruevski. Gruevski's decision to include the Democratic Party of Albanians in the new government, instead of the Democratic Union for Integration–Party for Democratic Prosperity coalition which won the majority of the Albanian votes, triggered protests throughout the parts of the country with a respective number of Albanian population. A dialogue was later established between the Democratic Union for Integration and the ruling VMRO-DMPNE party as an effort to talk about the disputes between the two parties and to support European and NATO aspirations of the country.[151]
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After the early parliamentary elections held in 2008, VMRO-DPMNE and Democratic Union for Integration formed a ruling coalition.[152]
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In April 2009, presidential and local elections in the country were carried out peacefully, which was crucial for Macedonian aspirations to join the EU.[153] The ruling conservative VMRO-DPMNE party won a victory in the local elections and the candidate supported by the party, Gjorgi Ivanov, was elected as the new president.
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As of 4 January 2020[update], the acting Prime Minister of North Macedonia is Oliver Spasovski and the current President of the Parliament is Talat Xhaferi.[154] The election of Xhaferi was immediately met with protests led by VMRO-DPMNE, which was quickly handled by the police.[154]
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Parliament, or Sobranie (Macedonian: Собрание), is the country's legislative body. It makes, proposes and adopts laws. The Constitution of North Macedonia has been in use since the formation of the republic in the 1993. It limits the power of the governments, both local and national. The military is also limited by the constitution. The constitution states that North Macedonia is a social free state, and that Skopje is the capital.[155] The 120 members are elected for a mandate of four years through a general election. Each citizen aged 18 years or older can vote for one of the political parties. The current president of Parliament is Talat Xhaferi.
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Executive power in North Macedonia is exercised by the Government, whose prime minister is the most politically powerful person in the country. The members of the government are chosen by the Prime Minister and there are ministers for each branch of the society. There are ministers for economy, finance, information technology, society, internal affairs, foreign affairs and other areas. The members of the Government are elected for a mandate of four years. The current acting Prime Minister is Oliver Spasovski, whose term ends in April 2020.
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Judiciary power is exercised by courts, with the court system being headed by the Judicial Supreme court, Constitutional Court and the Republican Judicial Council. The assembly appoints the judges.
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North Macedonia became a member state of the UN on 8 April 1993, eighteen months after its independence from Yugoslavia. It was referred to within the UN as "the former Yugoslav Republic of Macedonia", until the resolution of the long-running dispute with Greece about the country's name.
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The major interest of the country is a full integration in the European and the Trans-Atlantic integration processes.[156] Five foreign policy priorities are:[157]
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North Macedonia is a member of the following international and regional organisations:[158] IMF (since 1992), WHO (since 1993), EBRD (since 1993), Central European Initiative (since 1993), Council of Europe (since 1995), OSCE (since 1995), SECI (since 1996), La Francophonie (since 2001), WTO (since 2003), CEFTA (since 2006), NATO (since 2020).
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In 2005, the country was officially recognised as a European Union candidate state.
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At the NATO 2008 Bucharest summit, Macedonia failed to gain an invitation to join the organisation because Greece vetoed the move after the dispute over the name issue.[159] The U.S. had previously expressed support for an invitation,[160] but the summit then decided to extend an invitation only on condition of a resolution of the naming conflict with Greece.
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In March 2009, the European Parliament expressed support for North Macedonia's EU candidacy and asked the EU Commission to grant the country a date for the start of accession talks by the end of 2009. The parliament also recommended a speedy lifting of the visa regime for Macedonian citizens.[161] Prior to the Prespa agreement, the country failed to receive a start date for accession talks as a result of the naming dispute. However, after the Prespa agreement, North Macedonia became a member state of NATO on 27 March 2020. The EU's stance was similar to NATO's in that resolution of the naming dispute was a precondition for the start of accession talks.
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In October 2012, the EU Enlargement Commissioner Štefan Füle proposed a start of accession negotiations with the country for the fourth time, while the previous efforts were blocked each time by Greece. At the same time Füle visited Bulgaria in a bid to clarify the state's position with respect to Macedonia. He established that Bulgaria almost has joined Greece in vetoing the accession talks. The Bulgarian position was that Sofia cannot grant an EU certificate to Skopje, which is systematically employing an ideology of hate towards Bulgaria.[162]
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North Macedonia is a signatory to the European Convention on Human Rights and the UN Geneva Convention Relating to the Status of Refugees and Convention against Torture, and the Constitution guarantees basic human rights to all Macedonian citizens.
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According to human rights organisations, in 2003 there were suspected extrajudicial executions, threats against, and intimidation of, human rights activists and opposition journalists, and allegations of torture by the police.[163][164]
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The military of North Macedonia comprises the army, air force, and special forces. The government's national defence policy aims to guarantee the preservation of the independence and sovereignty of the state, the integrity of its land area and airspace and its constitutional order. Its main goals remain the development and maintenance of a credible capability to defend the nation's vital interests and development of the Armed Forces in a way that ensures their interoperability with the armed forces of NATO and the European Union member states and their capability to participate in the full range of NATO missions.
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The Ministry of Defence develops the Republic's defence strategy and assesses possible threats and risks. It is also responsible for the defence system, including training, readiness, equipment, and development, and for drawing up and presenting the defence budget.[165]
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The use of the name "Macedonia" was disputed between Greece and North Macedonia. The specific naming dispute was reignited after the breakup of Yugoslavia and the newly gained independence of the former Socialist Republic of Macedonia in 1991.[166] Greece opposed the use of the name without a geographical qualifier so as to avoid confusion with its own region of Greek Macedonia.[167] As ethnic Greeks identify themselves as Macedonians, unrelated to the Slavic people who are associated with North Macedonia, Greece further objected to the use of the term Macedonian for the neighbouring country's largest ethnic group; it accused the country of appropriating symbols and figures that are historically considered parts of Greece's culture (such as Vergina Sun and Alexander the Great), and of promoting the irredentist concept of a United Macedonia, which would include territories of Greece, Bulgaria, Albania, and Serbia.[168]
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The UN adopted the provisional reference the former Yugoslav Republic of Macedonia (Macedonian: Поранешна Југословенска Република Македонија) when the country was admitted to the organisation in 1993.[169] The lower-cased "former" was chosen intentionally to display the provisionality of the name although most UN member countries soon abandoned the provisional reference and recognised the country as the Republic of Macedonia instead.[170] Most international organisations adopted the same convention along with over 100 UN members and four of the five permanent UN Security Council members.[171][172] In the period between 1991 and 2019, the country's name was an ongoing issue in bilateral and international relations. The UN set up a negotiating process with a mediator, Matthew Nimetz, and the two parties to try to mediate the dispute. Following the ratification of the Prespa agreement, most major international organisations welcomed the settlement of the long-standing dispute, and adopted the country's new name.[173][174][175]
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North Macedonia's statistical regions exist solely for legal and statistical purposes. The regions are:
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In August 2004, the country was reorganised into 84 municipalities (opštini; sing. opština); 10 of the municipalities constitute the City of Skopje, a distinct unit of local self-government and the country's capital.
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Most of the current municipalities were unaltered or merely amalgamated from the previous 123 municipalities established in September 1996; others were consolidated and their borders changed. Prior to this, local government was organised into 34 administrative districts, communes, or counties (also opštini).
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Ranked as the fourth "best reformatory state" out of 178 countries ranked by the World Bank in 2009, North Macedonia has undergone considerable economic reform since independence.[176] The country has developed an open economy with trade accounting for more than 90% of GDP in recent years. Since 1996, North Macedonia has witnessed steady, though slow, economic growth with GDP growing by 3.1% in 2005. This figure was projected to rise to an average of 5.2% in the 2006–2010 period.[177] The government has proven successful in its efforts to combat inflation, with an inflation rate of only 3% in 2006 and 2% in 2007,[176] and has implemented policies focused on attracting foreign investment and promoting the development of small and medium-sized enterprises (SMEs).
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The current government introduced a flat tax system with the intention of making the country more attractive to foreign investment. The flat tax rate was 12% in 2007 and was further lowered to 10% in 2008.[178][179]
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Despite these reforms, as of 2005[update] North Macedonia's unemployment rate was 37.2%[180] and as of 2006[update] its poverty rate was 22%.[177] Due to a number of employment measures as well as the successful process of attracting multinational corporations, and according to the State Statistical Office of North Macedonia, the country's unemployment rate in the first quarter of 2015 decreased to 27.3%.[181] Government's policies and efforts in regards to foreign direct investments have resulted with the establishment of local subsidiaries of several world leading manufacturing companies, especially from the automotive industry, such as: Johnson Controls Inc., Van Hool NV, Johnson Matthey plc, Lear Corp., Visteon Corp., Kostal GmbH, Gentherm Inc., Dräxlmaier Group, Kromberg & Schubert, Marquardt GmbH, Amphenol Corp., Tekno Hose SpA, KEMET Corp., Key Safety Systems Inc., ODW-Elektrik GmbH, etc.
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In terms of GDP structure, as of 2013[update] the manufacturing sector, including mining and construction constituted the largest part of GDP at 21.4%, up from 21.1% in 2012. The trade, transportation and accommodation sector represents 18.2% of GDP in 2013, up from 16.7% in 2012, while agriculture represents 9.6%, up from 9.1% in the previous year.[182]
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In terms of foreign trade, the largest sector contributing to the country's export in 2014 was "chemicals and related products" at 21.4%, followed by the "machinery and transport equipment" sector at 21.1%. North Macedonia's main import sectors in 2014 were "manufactured goods classified chiefly by material" with 34.2%, "machinery and transport equipment" with 18.7% and "mineral fuels, lubricants and related materials" with 14.4% of the total imports. Even 68.8% of the foreign trade in 2014 was done with the EU which makes the Union by far the largest trading partner of North Macedonia (23.3% with Germany, 7.9% with the UK, 7.3% with Greece, 6.2% with Italy, etc.). Almost 12% of the total external trade in 2014 was done with the Western Balkan countries.[183]
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North Macedonia has one of the highest shares of people struggling financially, with 72% of its citizens stating that they could manage on their household's income only "with difficulty" or "with great difficulty", though North Macedonia, along with Croatia, was the only country in the Western Balkans to not report an increase in this statistic.[184] Corruption and a relatively ineffective legal system also act as significant restraints on successful economic development. North Macedonia still has one of the lowest per capita GDPs in Europe. Furthermore, the country's grey market is estimated at close to 20% of GDP.[185] PPS GDP per capita stood at 36% of the EU average in 2017.[186] With a GDP per capita of US$9,157 at purchasing power parity and a Human Development Index of 0.701, North Macedonia is less developed and has a considerably smaller economy than most of the former Yugoslav states.
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North Macedonia (along with Montenegro, Bosnia and Herzegovina and Kosovo) belongs to the less-developed southern region of the former Yugoslavia. It suffered severe economic difficulties after independence, when the Yugoslav internal market collapsed and subsidies from Belgrade ended. In addition, it faced many of the same problems faced by other former socialist East European countries during the transition to a market economy. Its main land and rail exports route, through Serbia, remains unreliable with high transit costs, thereby affecting the export of its formerly highly profitable, early vegetables market to Germany.
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North Macedonia's IT market increased 63.8% year on year in 2007, which was the fastest growing in the Adriatic region.[187]
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The outbreak of the Yugoslav wars and the imposition of sanctions on Serbia and Montenegro caused great damage to the country's economy, with Serbia constituting 60% of its markets before the disintegration of Yugoslavia. When Greece imposed a trade embargo on the Republic in 1994–95, the economy was also affected. Some relief was afforded by the end of the Bosnian War in November 1995 and the lifting of the Greek embargo, but the Kosovo War of 1999 and the 2001 Albanian crisis caused further destabilisation.
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Since the end of the Greek embargo, Greece has become the country's most important business partner. (See Greek investments in North Macedonia.) Many Greek companies have bought former state companies in North Macedonia,[188] such as the oil refinery Okta, the baking company Zhito Luks, a marble mine in Prilep, textile facilities in Bitola, etc., and employ 20,000 people. The moving of business to North Macedonia in the oil sector has been caused by the rise of Greece in the oil markets.[189]
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Other key partners are Germany, Italy, the United States, Slovenia, Austria and Turkey.
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North Macedonia is in its position a continental country in the middle of the Balkan peninsula, and the main transport links in the country are those that connect the different parts of the peninsula (transbalkan links). Particularly important is the connection between north–south and Vardar valley, which connects Greece with the rest of Europe.
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The total length of the railway network in North Macedonia is 699 km (434 mi). Operated by Makedonski Železnici, the most important railway line is the line on the border with Serbia–Kumanovo–Skopje–Veles–Gevgelija–border with Greece. Since 2001, the railway line Beljakovci has been built—the border with Bulgaria, which will get a direct connection Skopje-Sofia. The most important railway hub in the country is Skopje, while the other two are Veles and Kumanovo.
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North Macedonia Post is the state-owned company for the provision of postal traffic. It was founded in 1992 as PTT Macedonia. In 1993 it was admitted to the World Postal Union in 1997, PTT Macedonia was divided into Macedonian Telekom and Macedonian Post (later renamed North Macedonia Post).
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As far as water transport is concerned, only lake traffic through Ohrid and Prespan Lake has been developed, mostly for tourist purposes.
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There are 17 airports officially in North Macedonia, of which 11 are with solid substrates. Among them are two airports of international character, since they are listed on the airport's IATA airport code International Airport Skopje and Ohrid St. Paul the Apostle Airport.
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Tourism plays a significant role in the economy of North Macedonia accounting for 6.7% of its GDP in 2016. The annual income from tourism was estimated at 38.5 billion denars (€616 million) in that year.[190] Following its independence, the most serious negative impact on tourism performance occurred due to the armed conflicts taking place in 2001.[191] The number of foreign visitors has been on the rise since, with a 14.6% increase in 2011.[192] In 2019, North Macedonia received 1,184,963 tourist arrivals out of which 757,593 foreign.[193] Most numerous are tourists from Turkey, neighboring Serbia, Greece and Bulgaria, Poland and other countries of Western Europe.[194] The biggest bulk of tourists, approximately 60% of the million tourists that visited the country in 2017, was situated in Skopje and the southwestern region of the country.[195]
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The most significant tourism branches are lake tourism as there are three lakes in Ohrid, Prespa and Dojran and over 50 small glacial lakes of variable sizes, mountainous tourism as there are 16 mountains higher than 2,000 metres. Other forms of tourism also include rural and ecotourism, city tourism and cultural tourism, represented through gastronomy, traditional music, cultural celebrations and cultural heritage sites.[191]
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The last census data from 2002 shows a population of 2,022,547 inhabitants.[2]
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The last official estimate from 2009, without significant change, gives a figure of 2,050,671.[196] According to the last census data, the largest ethnic group in the country are the ethnic Macedonians. The second-largest group are the Albanians, who dominated much of the northwestern part of the country. Following them, Turks are the third-biggest ethnic group of the country where official census data put them close to 80,000 and unofficial estimates suggest numbers between 170,000 and 200,000. Some unofficial estimates indicate that there are possibly up to 260,000 Romani.[197]
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Religion in North Macedonia (2011)[3]
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Eastern Orthodox Christianity is the majority faith of North Macedonia, making up 65% of the population, the vast majority of whom belong to the Macedonian Orthodox Church. Various other Christian denominations account for 0.4% of the population. Muslims constitute 33.3% of the population. North Macedonia has the fifth-highest proportion of Muslims in Europe, after those of Kosovo (96%),[198] Turkey (90%),[199] Albania (59%),[200] and Bosnia and Herzegovina (51%).[201]
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Most Muslims are Albanians, Turks, or Romani; few are Macedonian Muslims. The remaining 1.4% was determined to be "unaffiliated" by a 2010 Pew Research estimation.[202]
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All together, there were 1,842 churches and 580 mosques in the country at the end of 2011.[203] The Orthodox and Islamic religious communities have secondary religion schools in Skopje. There is an Orthodox theological college in the capital. The Macedonian Orthodox Church has jurisdiction over 10 provinces (seven in the country and three abroad), has 10 bishops and about 350 priests. A total of 30,000 people are baptised in all the provinces every year.
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Relations between the Macedonian Orthodox Church, which declared autocephaly in 1967 and remains unrecognised by the other Orthodox Churches, and the Serbian Orthodox Church, which claims ecclesiastical jurisdiction over North Macedonia, remain tense and politically fraught, especially since the Serbian Church appointed Jovan Vraniškovski as its Exarch for the Archbishopric of Ohrid in September 2002.
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The reaction of the Macedonian Orthodox Church was to cut off all relations with the new Ohrid Archbishopric and to prevent bishops of the Serbian Orthodox Church from entering North Macedonia. Bishop Jovan was jailed for 18 months for "defaming the Macedonian Orthodox church and harming the religious feelings of local citizens" by distributing Serbian Orthodox church calendars and pamphlets.[204]
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The Macedonian Byzantine Catholic Church has approximately 11,000 adherents in North Macedonia. The Church was established in 1918, and is made up mostly of converts to Catholicism and their descendants. The Church is of the Byzantine Rite and is in communion with the Roman and Eastern Catholic Churches. Its liturgical worship is performed in Macedonian.[205]
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There is a small Protestant community. The most famous Protestant in the country is the late president Boris Trajkovski. He was from the Methodist community, which is the largest and oldest Protestant church in the Republic, dating back to the late 19th century. Since the 1980s the Protestant community has grown, partly through new confidence and partly with outside missionary help.
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The Macedonian Jewish community, which numbered some 7,200 people on the eve of World War II, was almost entirely destroyed during the war: only 2% survived the Holocaust.[206] After their liberation and the end of the War, most opted to emigrate to Israel. Today, the country's Jewish community numbers approximately 200 persons, almost all of whom live in Skopje. Most Macedonian Jews are Sephardic—the descendants of 15th-century refugees who had been expelled from Castile, Aragon and Portugal.[citation needed]
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National and official language in all aspects of the whole territory of North Macedonia and in its international relations, is the Macedonian language. Albanian is co-official at a state level (excluding defence, central police and monetary policy) and in local self-government units where speakers are 20% or more. Macedonian belongs to the Eastern branch of the South Slavic language group, while Albanian occupies an independent branch of the Indo-European family of languages. In municipalities where at least 20% of the population is part of another ethnic minority, those individual languages are used for official purposes in local government, alongside Macedonian and Albanian or just Macedonian.
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Macedonian is closely related to and mutually intelligible with standard Bulgarian. It also has some similarities with standard Serbian and the intermediate Torlakian/Shop dialects spoken mostly in southeastern Serbia and western Bulgaria (and by speakers in the northeast of Macedonia). The standard language was codified in the period following World War II and has accumulated a thriving literary tradition.
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Besides Macedonian and Albanian, minority languages with substantial numbers of speakers are Turkish (including Balkan Gagauz[207]), Romani, Serbian/Bosnian and Aromanian (including Megleno-Romanian).[208][209][210][211][212] Macedonian Sign Language is the primary language of those of the deaf community who did not pick up an oral language in childhood.
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According to the last census, 1,344,815 citizens of North Macedonia declared that they spoke Macedonian, 507,989 declared Albanian, 71,757 Turkish, 38,528 Romani, 24,773 Serbian, 8,560 Bosnian, 6,884 Aromanian and 19,241 spoke other languages.[1]
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The higher levels of education can be obtained at one of the five state universities: Ss. Cyril and Methodius University of Skopje, St. Clement of Ohrid University of Bitola, Goce Delčev University of Štip, State University of Tetova and University of Information Science and Technology "St. Paul The Apostle" in Ohrid. There are a number of private university institutions, such as the European University,[213] Slavic University in Sveti Nikole, the South East European University and others.
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The United States Agency for International Development has underwritten a project called Macedonia Connects, which has made North Macedonia the first all-broadband wireless country in the world. The Ministry of Education and Sciences reports that 461 schools (primary and secondary) are now connected to the Internet.[214] In addition, an Internet service provider (On.net), has created a MESH Network to provide WIFI services in the 11 largest cities/towns in the country. The national library of North Macedonia, National and University Library "St. Kliment of Ohrid", is in Skopje.
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The North Macedonian education system consists of:
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North Macedonia has a rich cultural heritage in art, architecture, poetry and music. It has many ancient, protected religious sites. Poetry, cinema, and music festivals are held annually. Macedonian music styles developed under the strong influence of Byzantine church music. North Macedonia has a significant number of preserved Byzantine fresco paintings, mainly from the period between the 11th and 16th centuries. There are several thousands of square metres of fresco painting preserved, the major part of which is in very good condition and represent masterworks of the Macedonian school of ecclesiastical painting.
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The most important cultural events in the country are the Ohrid Summer festival of classical music and drama, the Struga Poetry Evenings which gather poets from more than 50 countries in the world, International Camera Festival in Bitola, Open Youth Theatre and Skopje Jazz Festival in Skopje etc.
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The National Opera opened in 1947, then named "Macedonian Opera", with a performance of Cavalleria rusticana under the direction of Branko Pomorisac. Every year, the May Opera Evenings are held in Skopje for around 20 nights. The first May Opera performance was that of Kiril Makedonski's Tsar Samuil in May 1972.[215]
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The country's cuisine is a representative of that of the Balkans—reflecting Mediterranean and Middle Eastern (Ottoman) influences, and to a lesser extent Italian, German and Eastern European (especially Hungarian) ones.[216] The relatively warm climate in North Macedonia provides excellent growth conditions for a variety of vegetables, herbs and fruits. Thus, Macedonian cuisine is particularly diverse.
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Famous for its rich Šopska salad, an appetiser and side dish which accompanies almost every meal, Macedonian cuisine is also noted for the diversity and quality of its dairy products, wines, and local alcoholic beverages, such as rakija. Tavče gravče and mastika are considered the national dish and drink of North Macedonia, respectively.
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Football and handball are the most popular sports in North Macedonia. The national football team is controlled by the Football Federation of North Macedonia. Their home stadium is the Toše Proeski Arena. In November 2003, to celebrate UEFA's jubilee, Darko Pančev was selected as the Golden Player of Macedonia as their most outstanding player of the past 50 years.[217] He was the winner of the European Golden Boot award in 1991 and he is best known for scoring the winning penalty in the 1991 European Cup Final, bringing Red Star Belgrade the most prestigious trophy in European football for the first time in its 50-year existence.
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Handball is the other important team sport in the country. In 2002 Kometal Skopje won the EHF Women's Champions League European Cup. The European Women's Handball Championship took place in 2008 in North Macedonia. The venues in which the tournament took place were located in Skopje and Ohrid; the national team finished seventh place. Macedonian clubs enjoyed success in European competitions. RK Vardar won 2016–17 and 2018–19 EHF Champions League, while Kometal Gjorče Petrov Skopje won the women's event in 2002.
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The North Macedonia national basketball team represents North Macedonia in international basketball. The team is run by the Basketball Federation of North Macedonia, the governing body of basketball in North Macedonia which was created in 1992 and joined FIBA in 1993. North Macedonia has participated in three Eurobaskets since then with its best finish at 4th place in 2011. It plays its home games at the Boris Trajkovski Arena in Skopje. Pero Antić became the first Macedonian basketball player to play in the National Basketball Association. He also won three EuroLeague trophies.
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In the summer months the Ohrid Swimming Marathon is an annual event on Lake Ohrid and during the winter months there is skiing in North Macedonia's winter sports centres. North Macedonia also takes part in the Olympic Games. Participation in the Games is organised by the Olympic Committee of North Macedonia.[218] Magomed Ibragimov competed for FYR Macedonia in the freestyle 85 kg competition at the 2000 Summer Olympics and won the bronze medal, which was the first medal for independent country. Wrestlers Shaban Tërstena and Shaban Sejdiu born in North Macedonia, as well as boxers Redžep Redžepovski and Ace Rusevski, won Olympic medals as part of Yugoslav Olympic team.
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The history of film making in the country dates back over 110 years.[citation needed] The first film to be produced on the territory of the present-day the country was made in 1895 by Janaki and Milton Manaki in Bitola. Throughout the past century, the medium of film has depicted the history, culture and everyday life of the Macedonian people. Over the years many Macedonian films have been presented at film festivals around the world and several of these films have won prestigious awards. The first Macedonian feature film was Frosina, released in 1952 and directed by Vojislav Nanović.[219] The first feature film in colour was Miss Stone, a movie about a Protestant missionary in Ottoman Macedonia. It was released in 1958. The highest grossing feature film in North Macedonia was Bal-Can-Can, having been seen by over 500,000 people in its first year alone.
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In 1994, Milcho Manchevski's film Before the Rain was nominated for an Academy Award in the category of Best International Feature Film.[220] Manchevski continues to be the most prominent modern filmmaker in the country having subsequently written and directed Dust and Shadows. In 2020, the documentary Honeyland (2019) directed by Tamara Kotevska and Ljubomir Stefanov, received nominations in the categories for Best International Feature Film and Best Documentary Feature at the 92nd Academy Awards, making it the first non-fictional film to receive a nomination in both categories.[221]
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The oldest newspaper in the country is Nova Makedonija from 1944. Other well known newspaper and magazines are: Utrinski vesnik, Dnevnik, Vest, Fokus, Večer, Tea Moderna, Makedonsko Sonce, and Koha. Public channel is Macedonian Radio Television founded in 1993 by the Assembly of North Macedonia. TEKO TV (1989) from Štip is the first private television channel in the country. Other popular private channels are: Sitel, Kanal 5, Telma, Alfa TV, and Alsat-M.
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The main public holidays in North Macedonia are:
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Besides these, there are several major religious & minorities holidays. (See: Public holidays in North Macedonia)
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Coordinates: 41°36′N 21°42′E / 41.6°N 21.7°E / 41.6; 21.7
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Macedonia most commonly refers to:
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Macedonia, Makedonia, Makedonija, or Makedoniya may also refer to:
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in Europe (dark grey) – [Legend]
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North Macedonia[c] (until February 2019, Macedonia), officially the Republic of North Macedonia,[d] is a country in the Balkan Peninsula in Southeast Europe. It gained its independence in 1991 as one of the successor states of Yugoslavia. A landlocked country, North Macedonia has borders with Kosovo[e] to the northwest, Serbia to the northeast, Bulgaria to the east, Greece to the south, and Albania to the west.[9] It constitutes approximately the northern third of the larger geographical region of Macedonia. The capital and largest city, Skopje, is home to roughly a quarter of the country's 2.06 million inhabitants. The majority of the residents are ethnic Macedonians, a South Slavic people. Albanians form a significant minority at around 25%, followed by Turks, Romani, Serbs, Bosniaks, and Aromanians.
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The history of the region dates back to antiquity, beginning with the kingdom of Paeonia, presumably a mixed Thraco-Illyrian polity.[10] In the late sixth century BC, the area was subjugated by the Persian Achaemenid Empire, then incorporated into the kingdom of Macedonia in the fourth century BC. The Romans conquered the region in the second century BC and made it part of the larger province of Macedonia. The area remained part of the Byzantine Empire, but was often raided and settled by Slavic tribes beginning in the sixth century of the Christian era. Following centuries of contention between the Bulgarian, Byzantine, and Serbian Empire, it was part of the Ottoman dominion from the mid-14th until the early 20th century, when, following the Balkan Wars of 1912 and 1913, the modern territory of North Macedonia came under Serbian rule.
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During the First World War (1915–1918), it was ruled by Bulgaria, but after the end of the war it returned to being under Serbian rule as part of the newly formed Kingdom of Serbs, Croats and Slovenes. Later, during the Second World War (1941–1944), it was ruled by Bulgaria again, and in 1945 it was established as a constituent state of communist Yugoslavia, which it remained until its peaceful secession in 1991. The country became a member of the United Nations in April 1993, but as a result of a dispute with Greece over the name "Macedonia", it was admitted under the provisional description the former Yugoslav Republic of Macedonia[f] (abbreviated as FYR Macedonia and FYROM). In June 2018, Macedonia and Greece resolved the dispute with an agreement that the country should rename itself "Republic of North Macedonia". This renaming came into effect in February 2019.
|
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A unitary parliamentary constitutional republic, North Macedonia is a member of the UN, NATO, Council of Europe, World Bank, OSCE, CEFTA, and the WTO. Since 2005, it has also been a candidate for joining the European Union. North Macedonia is an upper-middle-income country[13] and has undergone considerable economic reform since independence in developing an open economy. North Macedonia is a developing country, ranking 82nd on the Human Development Index, and provides a social security, universal health care system, and free primary and secondary education to its citizens.
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The state's name derives from the Greek word Μακεδονία (Makedonía),[14][15] a kingdom (later, region) named after the ancient Macedonians. Their name, Μακεδόνες (Makedónes), derives ultimately from the ancient Greek adjective μακεδνός (makednós), meaning tall or taper,[16] which shares the same root as the adjective μακρός (makrós), meaning long, tall, or high, in ancient Greek.[17] The name is believed to have originally meant either highlanders or the tall ones, possibly descriptive of the people.[15][18][19] According to linguist Robert S. P. Beekes, both terms are of Pre-Greek substrate origin and cannot be explained in terms of Indo-European morphology;[20] however, linguist Filip De Decker argues the arguments are insufficient.[21]
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In the early 19th century the name of Macedonia was almost unknown in the modern-day area.[22][23][24] It was revived only in middle of the century, with the rise of nationalism in the Ottoman Empire.[25][26][27] In the early 20th century the region was already a national cause, contested among Bulgarian, Greek and Serbian nationalists. During the interwar period the use of the name Macedonia was prohibited in the Kingdom of Yugoslavia, due to the implemented policy of Serbianisation of the local Slavic-speakers.[28][29] The name Macedonia was adopted officially for the first time at the end of the Second World War by the new Socialist Republic of Macedonia, which became one of the six constituent countries of the Socialist Federal Republic of Yugoslavia. After the fall of Communism, with the beginning of the breakup of Yugoslavia, this federal entity declared independence and changed its official name to Republic of Macedonia in 1991. Prior to June 2018, the use of the name Macedonia was disputed between Greece and the then-Republic of Macedonia.
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The Prespa agreement of June 2018 saw the country change its name to the Republic of North Macedonia eight months later.[30][31] A non-binding[32] national referendum on the matter passed with 90% approval but did not reach the required 50% turnout amidst a boycott, leaving the final decision with parliament to ratify the result.[33] Parliament approved of the name change on 19 October, reaching the required two-thirds majority needed to enact constitutional changes.[34] The vote to amend the constitution and change the name of the country passed on 11 January 2019 in favour of the amendment.[35] The amendment entered into force on 12 February, following the ratification of the Prespa agreement and the Protocol on the Accession of North Macedonia to NATO by the Greek Parliament.[36] Despite the renaming, the country is still unofficially referred to as 'Macedonia' by its citizens and most of the local media outlets.[citation needed]
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North Macedonia geographically roughly corresponds to the ancient kingdom of Paeonia,[37][38][39][40] which was located immediately north of the ancient kingdom of Macedonia.[41] Paeonia was inhabited by the Paeonians, a Thracian people,[42] whilst the northwest was inhabited by the Dardani and the southwest by tribes known historically as the Enchelae, Pelagones, and Lyncestae; the latter two are generally regarded as Molossian tribes of the northwestern Greek group, whilst the former two are considered Illyrian.[43][44][45][46][47][48]
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In the late 6th century BC, the Achaemenid Persians under Darius the Great conquered the Paeonians, incorporating what is today the state of North Macedonia within their vast territories.[49][50][51] Following the loss in the Second Persian invasion of Greece in 479 BC, the Persians eventually withdrew from their European territories, including from what is today North Macedonia.
|
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Philip II of Macedon absorbed[52] the regions of Upper Macedonia (Lynkestis and Pelagonia) and the southern part of Paeonia (Deuriopus) into the kingdom of Macedon in 356 BC.[53] Philip's son Alexander the Great conquered the remainder of the region and incorporated it in his empire, reaching as far north as Scupi, but the city and the surrounding area remained part of Dardania.[54]
|
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The Romans established the province of Macedonia in 146 BC. By the time of Diocletian, the province had been subdivided between Macedonia Prima ("first Macedonia") on the south, encompassing most of the kingdom of Macedon, and Macedonia Salutaris (meaning "wholesome Macedonia", known also as Macedonia Secunda, "second Macedonia") on the north, encompassing partially Dardania and the whole of Paeonia; most of the country's modern boundaries fell within the latter, with the city of Stobi as its capital.[55] Roman expansion brought the Scupi area under Roman rule in the time of Domitian (81–96 AD), and it fell within the Province of Moesia.[56] Whilst Greek remained the dominant language in the eastern part of the Roman empire, especially south of Jireček Line, Latin spread to some extent in Macedonia.[57]
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Slavic tribes settled in the Balkan region including North Macedonia by the late 6th century AD. During the 580s, Byzantine literature attests to the Slavs raiding Byzantine territories in the region of Macedonia, later aided by Bulgars. Historical records document that in c. 680 a group of Bulgars, Slavs and Byzantines led by a Bulgar called Kuber settled in the region of the Keramisian plain, centred on the city of Bitola, forming a second route for the Bulgar definitive settlement on the Balkan Peninsula at the end of the 7th century.[58] Presian's reign apparently coincides with the extension of Bulgarian control over the Slavic tribes in and around Macedonia. The Slavic tribes that settled in the region of Macedonia converted to Christianity around the 9th century during the reign of Tsar Boris I of Bulgaria. The Ohrid Literary School became one of the two major cultural centres of the First Bulgarian Empire, along with the Preslav Literary School. Established in Ohrid in 886 by Saint Clement of Ohrid on the order of Boris I, the Ohrid Literary School was involved in the spreading of the Cyrillic script.[59]
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After Sviatoslav's invasion of Bulgaria, the Byzantines took control of East Bulgaria. Samuil, one of the Cometopuli brothers, was proclaimed Tsar of Bulgaria. He moved the capital to Skopje and then to Ohrid, which had been the cultural and military centre of southwestern Bulgaria since Boris I's rule. Samuil reestablished Bulgarian power, but after several decades of conflicts, in 1014, the Byzantine Emperor Basil II defeated his armies, and within four years the Byzantines restored control over the Balkans (including North Macedonia) for the first time since the 7th century. The rank of the autocephalous Bulgarian Patriarchate was lowered due to its subjugation to Constantinople and it was transformed into the Archbishopric of Ohrid. By the late 12th century, Byzantine decline saw the region contested by various political entities, including a brief Norman occupation in the 1080s.
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In the early 13th century, a revived Bulgarian Empire gained control of the region. Plagued by political difficulties, the empire did not last, and the region came once again under Byzantine control in the early 14th century. In the 14th century, it became part of the Serbian Empire, who saw themselves as liberators of their Slavic kin from Byzantine despotism.[citation needed] Skopje became the capital of Tsar Stefan Dusan's empire.
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Following Dusan's death, a weak successor appeared, and power struggles between nobles divided the Balkans once again. These events coincided with the entry of the Ottoman Turks into Europe. The Kingdom of Prilep was one of the short-lived states that emerged from the collapse of the Serbian Empire in the 14th century.[60] Gradually, all of the central Balkans were conquered by the Ottoman Empire and remained under its domination for five centuries as part of the province or Eyalet of Rumelia. The name Rumelia (Turkish: Rumeli) means "Land of the Romans" in Turkish, referring to the lands conquered by the Ottoman Turks from the Byzantine Empire.[61] Over the centuries Rumelia Eyalet was reduced in size through administrative reforms, until by the 19th century it consisted of a region of central Albania and western North Macedonia with its capital at Manastir or present-day Bitola.[62] Rumelia Eyalet was abolished in 1867 and that territory of Macedonia subsequently became part of the province of Manastir Vilayet until the end of Ottoman rule in 1912.
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With the beginning of the Bulgarian National Revival in the 18th century, many of the reformers were from this region, including the Miladinov Brothers,[63] Rajko Žinzifov, Joakim Krčovski,[64] Kiril Pejčinoviḱ[65] and others. The bishoprics of Skopje, Debar, Bitola, Ohrid, Veles, and Strumica voted to join the Bulgarian Exarchate after it was established in 1870.[66]
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Several movements whose goals were the establishment of an autonomous Macedonia, which would encompass the entire region of Macedonia, began to arise in the late 19th century; the earliest of these was the Bulgarian Macedonian-Adrianople Revolutionary Committees, later becoming Secret Macedonian-Adrianople Revolutionary Organization (SMARO). In 1905 it was renamed the Internal Macedonian-Adrianople Revolutionary Organization (IMARO), and after World War I the organisation separated into the Internal Macedonian Revolutionary Organization (IMRO) and the Internal Thracian Revolutionary Organisation (ITRO).[67]
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In the early years of the organisation, membership eligibility was exclusive to Bulgarians, but later it was extended to all inhabitants of European Turkey regardless of ethnicity or religion.[68] The majority of its members were Macedonian Bulgarians.[69] In 1903, IMRO organised the Ilinden–Preobrazhenie Uprising against the Ottomans, which after some initial successes, including the forming of the Kruševo Republic, was crushed with much loss of life.[70] The uprising and the forming of the Kruševo Republic are considered the cornerstone and precursors to the eventual establishment of the Macedonian state.[71][72][73] The leaders of the Ilinden uprising are celebrated as national heroes in North Macedonia. The names of IMRO revolutionaries like Gotse Delchev, Pitu Guli, Dame Gruev and Yane Sandanski were included into the lyrics of the national anthem of the state of North Macedonia "Denes nad Makedonija" ("Today over Macedonia"). The major national holiday of North Macedonia, the Republic Day, is celebrated on 2 August, Ilinden (St. Elijah day), the day of the Ilinden uprising.
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Following the two Balkan Wars of 1912 and 1913 and the dissolution of the Ottoman Empire, most of its European-held territories were divided between Greece, Bulgaria and Serbia.[74] The territory that was to become North Macedonia was annexed by Serbia and named South Serbia. Following the partition, an anti-Bulgarian campaign was carried out in the areas under Serbian and Greek control.[75] As many as 641 Bulgarian schools and 761 churches were closed by the Serbs, while Exarchist clergy and teachers were expelled.[75] The use of all Macedonian dialects and standard Bulgarian were proscribed.[75] IMRO, together with local Albanians, organised the Ohrid–Debar uprising against the Serbian rule. Within a few days the rebels captured the towns of Gostivar, Struga and Ohrid, expelling the Serbian troops. According to the Carnegie Endowment for International Peace report, a Serbian army of 100,000 regulars suppressed the uprising. Many were killed and tens of thousands refugees fled to Bulgaria and Albania.[76][77]
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In the fall of 1915, Bulgaria joined the Central Powers in the First World War and occupied most of today's North Macedonia.[75] After the end of the First World War, the area returned to Serbian control as part of the newly formed Kingdom of Serbs, Croats and Slovenes[78] and saw a reintroduction of the anti-Bulgarian measures. Bulgarian teachers and clergy were expelled, Bulgarian language signs and books removed, and all Bulgarian organisations dissolved.[75]
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The Serbian government pursued a policy of forced Serbianisation in the region,[79][80] which included systematic suppression of Bulgarian activists, altering family surnames, internal colonisation, forced labour, and intense propaganda.[81] To aid the implementation of this policy, some 50,000 Serbian army and gendermerie were stationed in North Macedonia.[75] By 1940 about 280 Serbian colonies (comprising 4,200 families) were established as part of the government's internal colonisation program (initial plans envisaged 50,000 families settling in North Macedonia).[75]
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In 1929, the Kingdom was officially renamed the Kingdom of Yugoslavia, and divided into provinces called banovinas. South Serbia, including all of what is now the state of North Macedonia, became the Vardar Banovina of the Kingdom of Yugoslavia.[85]
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The Internal Macedonian Revolutionary Organization (IMRO) promoted the concept of an Independent Macedonia in the interbellum. Its leaders—including Todor Alexandrov, Aleksandar Protogerov, and Ivan Mihailov—promoted independence of the Macedonian territory split between Serbia and Greece for the whole population, regardless of religion and ethnicity.[86] The Bulgarian government of Alexander Malinov in 1918 offered to give Pirin Macedonia for that purpose after World War I,[87] but the Great Powers did not adopt this idea because Serbia and Greece opposed it. In 1924, the Communist International suggested that all Balkan communist parties adopt a platform of a "United Macedonia" but the suggestion was rejected by the Bulgarian and Greek communists.[88]
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IMRO followed by starting an insurgent war in Vardar Macedonia, together with Macedonian Youth Secret Revolutionary Organization, which also conducted guerrilla attacks against the Serbian administrative and army officials there. In 1923 in Stip, a paramilitary organisation called Association against Bulgarian Bandits was formed by Serbian chetniks, IMRO renegades and Macedonian Federative Organization (MFO) members to oppose IMRO and MMTRO.[89] On 9 October 1934 IMRO member Vlado Chernozemski assassinated Alexander I of Yugoslavia.
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The Macedonist ideas increased in Yugoslav Vardar Macedonia and among the left diaspora in Bulgaria during the interbellum. They were supported by the Comintern.[90] In 1934, the Comintern issued a special resolution in which for the first time directions were provided for recognising the existence of a separate Macedonian nation and Macedonian language.[91]
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During World War II, Yugoslavia was occupied by the Axis powers from 1941 to 1945. The Vardar Banovina was divided between Bulgaria and Italian-occupied Albania. Bulgarian Action Committees were established to prepare the region for the new Bulgarian administration and army.[93] The committees were mostly formed by former members of IMRO and MYSRO, but some IMRO (United) former members also participated.[94][95]
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As leader of the Vardar Macedonian communists, Shatorov switched from the Yugoslav Communist Party to the Bulgarian Communist Party[95][96] and refused to start military action against the Bulgarian Army.[97]
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The Bulgarian authorities, under German pressure,[98] were responsible for the round-up and deportation of over 7,000 Jews in Skopje and Bitola.[99] Harsh rule by the occupying forces encouraged many Vardar Macedonians to support the Communist Partisan resistance movement of Josip Broz Tito after 1943,[g] and the National Liberation War ensued.[100][101]
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In Vardar Macedonia, after the Bulgarian coup d'état of 1944, the Bulgarian troops, surrounded by German forces, fought their way back to the old borders of Bulgaria.[102] Under the leadership of the new Bulgarian pro-Soviet government, four armies, 455,000 strong in total, were mobilised and reorganised. Most of them re-entered occupied Yugoslavia in early October 1944 and moved from Sofia to Niš, Skopje and Pristina with the strategic task of blocking the German forces withdrawing from Greece.[103] The Bulgarian army would reach the Alps in Austria, participating in the expulsion of the Germans to the west, through Yugoslavia and Hungary.
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Compelled by the Soviet Union with a view towards the creation of a large South Slav Federation, in 1946 the new Communist government, led by Georgi Dimitrov, agreed to give Bulgarian Macedonia to a United Macedonia. With the Bled agreement, in 1947 Bulgaria formally confirmed the envisioned unification of the Macedonian region, but postponed this act until after the formation of the future Federation.[104][105] It was the first time it accepted the existence of a separate Macedonian ethnicity and language. After the Tito–Stalin split the region of Pirin Macedonia remained part of Bulgaria and later the Bulgarian Communist Party revised its view of existence of a separate Macedonian nation and language.
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In December 1944 the Anti-Fascist Assembly for the National Liberation of Macedonia (ASNOM) proclaimed the People's Republic of Macedonia as part of the People's Federal Republic of Yugoslavia.[106] ASNOM remained an acting government until the end of the war. The Macedonian alphabet was codified by linguists of ASNOM, who based their alphabet on the phonetic alphabet of Vuk Stefanović Karadžić and the principles of Krste Petkov Misirkov. During the civil war in Greece (1946–1949), Macedonian communist insurgents supported the Greek communists. Many refugees fled to the Socialist Republic of Macedonia from there. The state dropped Socialist from its name in 1991 when it peacefully seceded from Yugoslavia.
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The new republic became one of the six republics of the Yugoslav federation. Following the federation's renaming as the Socialist Federal Republic of Yugoslavia in 1963, the People's Republic of Macedonia was likewise renamed the Socialist Republic of Macedonia.[107][108][109]
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North Macedonia officially celebrates 8 September 1991 as Independence day (Macedonian: Ден на независноста, Den na nezavisnosta), with regard to the referendum endorsing independence from Yugoslavia.[110] The anniversary of the start of the Ilinden Uprising (St. Elijah's Day) on 2 August is also widely celebrated on an official level as the Day of the Republic.
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Robert Badinter, as the head of the Arbitration Commission of the Peace Conference on Yugoslavia, recommended EC recognition in January 1992.[111]
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North Macedonia remained at peace through the Yugoslav Wars of the early 1990s. A few very minor changes to its border with Yugoslavia were agreed upon to resolve problems with the demarcation line between the two countries. It was seriously destabilised by the Kosovo War in 1999, when an estimated 360,000 ethnic Albanian refugees from Kosovo took refuge in the country.[112] They departed shortly after the war, and Albanian nationalists on both sides of the border took up arms soon after in pursuit of autonomy or independence for the Albanian-populated areas of North Macedonia.[112][113]
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A conflict took place between the government and ethnic Albanian insurgents, mostly in the north and west of the country, between February and August 2001.[113][114][115] The war ended with the intervention of a NATO ceasefire monitoring force. Under the terms of the Ohrid Agreement, the government agreed to devolve greater political power and cultural recognition to the Albanian minority.[116] The Albanian side agreed to abandon separatist demands and to recognise all Macedonian institutions fully. In addition, according to this accord, the NLA were to disarm and hand over their weapons to a NATO force.[117]
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Inter-ethnic tensions flared in North Macedonia in 2012, with incidents of violence between ethnic Albanians and Macedonians.[118]
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After the Second World War, Macedonian scholars usually defined the ancient local tribes in the area of North Macedonia as Daco-Moesian. The most popular Daco-Moesian tribes described in Yugoslav literature were the Triballians, the Dardanians and the Paeonians.[119] The leading research goal in SR Macedonia then was the support of the existence of some kind of Paionian identity on its territory, contrary to scientific claims about strict Thraco-Illyrian Balkan separation in the neighboring Bulgaria and Albania. Yugoslav Macedonian historiography argued also that the eventual link between the modern Macedonians and their ancient namesakes was at best accidental.[120] Following its independence the scientific community in the new republic began gradually to contest these postulates.[121] Its new postulates called antiquization arose into the promotion of a nation building identity politics based on the presumable direct ethnogenetic link between today's Macedonians and the ancient ones.
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Since the coming to power in 2006, but especially since the country's non-invitation to NATO in 2008, the VMRO-DPMNE government pursued a policy of "Antiquisation" ("Antikvizatzija") as a way of putting pressure on Greece as well as for the purposes of domestic identity-building.[122] Statues of Alexander the Great and Philip of Macedon have been built in several cities across the country. Additionally, many pieces of public infrastructure, such as airports, highways, and stadiums were renamed after Alexander and Philip. These actions were seen as deliberate provocations in neighbouring Greece, exacerbating the dispute and further stalling the country's EU and NATO applications.[123] The policy has also attracted criticism domestically, as well as from EU diplomats,[122] and, following the Prespa agreement, it has been partly reversed after 2016 by the new SDSM government of North Macedonia.[124][125] Moreover, per Prespa agreement both countries have acknowledged that their respective understanding of the terms "Macedonia" and "Macedonian" refers to a different historical context and cultural heritage.
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The Prespa agreement, which replaces the Interim Accord of 1995,[126] was signed on 17 June 2018 by the two foreign ministers Nikola Dimitrov and Nikos Kotzias and in the presence of the respective prime ministers, Zoran Zaev and Alexis Tsipras.[127]
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The withdrawal of the Greek veto resulted in the European Union on 27 June approving the start of accession talks with the Republic of Macedonia, which were expected to take place in 2019, under the condition that the Prespa deal was implemented and the country's name was changed to Republic of North Macedonia.[128] On 5 July, the Prespa agreement was ratified again by the Macedonian parliament with 69 MPs voting in favour of it.[129] On 12 July, NATO invited Macedonia to start accession talks in a bid to become the EuroAtlantic alliance's 30th member.[130] On 30 July, the parliament of Macedonia approved plans to hold a non-binding referendum on changing the country's name, which took place on 30 September.[131] Ninety-one percent of voters voted in favour with a 37% turnout,[132] but the referendum was not carried because of a constitutional requirement for a 50% turnout.[133]
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On 6 February 2019, the permanent representatives of NATO member states and Macedonian Foreign Affairs Minister Nikola Dimitrov, signed in Brussels the accession protocol of North Macedonia into NATO.[134][135] The protocol was then ratified on 8 February by the Greek parliament, thus completing all the preconditions for putting into force the Prespa agreement. Subsequently, on 12 February the Macedonian government announced the formal activation of the constitutional amendments which effectively renamed the country as North Macedonia and informed accordingly the United Nations and its member states.[136][137]
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In March 2020, after the ratification process by all NATO members was completed, North Macedonia acceded to NATO, becoming the 30th member state.[138][139] The same month, the leaders of the European Union formally gave approval to North Macedonia begin talks to join the EU.[140][141]
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+
North Macedonia has a total area of 25,713 km2 (9,928 sq mi). It lies between latitudes 40° and 43° N, and mostly between longitudes 20° and 23° E (a small area lies east of 23°). North Macedonia has some 748 km (465 mi) of boundaries, shared with Serbia (62 km or 39 mi) to the North, Kosovo (159 km or 99 mi) to the northwest, Bulgaria (148 km or 92 mi) to the east, Greece (228 km or 142 mi) to the south, and Albania (151 km or 94 mi) to the west. It is a transit way for shipment of goods from Greece, through the Balkans, towards Eastern, Western and Central Europe and through Bulgaria to the east. It is part of the larger region of Macedonia, which also includes Greek Macedonia and the Blagoevgrad Province in southwestern Bulgaria.
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North Macedonia is a landlocked country that is geographically clearly defined by a central valley formed by the Vardar river and framed along its borders by mountain ranges. The terrain is mostly rugged, located between the Šar Mountains and Osogovo, which frame the valley of the Vardar river. Three large lakes—Lake Ohrid, Lake Prespa and Dojran Lake—lie on the southern borders, bisected by the frontiers with Albania and Greece. Ohrid is considered to be one of the oldest lakes and biotopes in the world.[142] The region is seismically active and has been the site of destructive earthquakes in the past, most recently in 1963 when Skopje was heavily damaged by a major earthquake, killing over 1,000.
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North Macedonia also has scenic mountains. They belong to two different mountain ranges: the first is the Šar Mountains[143][144] that continues to the West Vardar/Pelagonia group of mountains (Baba Mountain, Nidže, Kozuf and Jakupica), also known as the Dinaric range. The second range is the Osogovo–Belasica mountain chain, also known as the Rhodope range. The mountains belonging to the Šar Mountains and the West Vardar/Pelagonia range are younger and higher than the older mountains of the Osogovo-Belasica mountain group. Mount Korab of the Šar Mountains on the Albanian border, at 2,764 m (9,068 ft), is the tallest mountain in North Macedonia.
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In North Macedonia there are 1,100 large sources of water. The rivers flow into three different basins: the Aegean, the Adriatic and the Black Sea.[145]
|
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|
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The Aegean basin is the largest. It covers 87% of the territory of North Macedonia, which is 22,075 square kilometres (8,523 sq mi). Vardar, the largest river in this basin, drains 80% of the territory or 20,459 square kilometres (7,899 sq mi). Its valley plays an important part in the economy and the communication system of the country. The Vardar Valley project is considered to be crucial for the strategic development of the country.
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|
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+
The river Black Drin forms the Adriatic basin, which covers an area of about 3,320 km2 (1,282 sq mi), i.e., 13% of the territory. It receives water from Lakes Prespa and Ohrid.
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The Black Sea basin is the smallest with only 37 km2 (14 sq mi). It covers the northern side of Mount Skopska Crna Gora. This is the source of the river Binachka Morava, which joins the Morava, and later, the Danube, which flows into the Black Sea.
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North Macedonia has around fifty ponds and three natural lakes, Lake Ohrid, Lake Prespa and Lake Dojran.
|
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In North Macedonia there are nine spa towns and resorts: Banište, Banja Bansko, Istibanja, Katlanovo, Kežovica, Kosovrasti, Banja Kočani, Kumanovski Banji and Negorci.
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Four different seasons are found in the country with warm and dry summers and moderately cold and snowy winters. The range of temperatures recorded throughout the year ranges from −20 °C (−4 °F) in winter, to 40 °C (104 °F) in summer. Low winter temperatures are influenced by winds from the north while heat seasons during summer arise due to the subtropical pressure of the Aegean Sea and climate influences from the Middle East, with the latter causing dry periods.[146] There are three main climatic zones in the country: mildly continental in the north, temperate Mediterranean in the south and mountainous in the zones with high altitude.[147] Along the valleys of the Vardar and Strumica rivers, in the regions of Gevgelija, Valandovo, Dojran, Strumica, and Radoviš, the climate is temperate Mediterranean. The warmest regions are Demir Kapija and Gevgelija, where the temperature in July and August frequently exceeds 40 °C (104 °F).[148]
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Average annual precipitation varies from 1,700 mm (66.9 in) in the western mountainous area to 500 mm (19.7 in) in the eastern area. There is a low level of precipitation in the Vardar valley with 500 mm (19.7 in) of water per year.[146] The climate and irrigation diversity allow the cultivation of different plant types, including wheat, corn, potatoes, poppies, peanuts, and rice.[149] There are thirty main and regular weather stations in the country.
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The flora of North Macedonia is represented by around 210 families, 920 genera, and around 3,700 plant species. The most abundant group are the flowering plants with around 3,200 species, followed by mosses (350 species) and ferns (42).
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Phytogeographically, North Macedonia belongs to the Illyrian province of the Circumboreal Region within the Boreal Kingdom. According to the World Wide Fund for Nature (WWF) and the Digital Map of European Ecological Regions by the European Environment Agency, the territory of the Republic can be subdivided into four ecoregions: the Pindus Mountains mixed forests, Balkan mixed forests, Rhodopes mixed forests and Aegean sclerophyllous and mixed forests.
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National Park of Pelister in Bitola is known for the presence of the endemic Macedonian Pine, as well as some 88 species of plants representing almost 30 percent of North Macedonian dendroflora. The Macedonian Pine forests on Pelister are divided into two communities: pine forests with ferns and pine forests with junipers. The Macedonian Pine, as a specific conifer species, is a relict of tertiary flora, and the five-needle pine Molika, was first noted on Pelister in 1893.
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North Macedonia's limited forest growth also includes Macedonian Oaks, the sycamore, weeping willows, white willows, alders, poplars, elms, and the common ash. Near the rich pastures on Šar Mountain and Bistra, Mavrovo, is another plant species characteristic of plant life in Macedonia—the poppy. The quality of thick poppy juice is measured worldwide by morphine units; while Chinese opium contains eight such units and is considered to be of high quality, Indian opium contains seven units, and Turkish opium only six, Macedonian opium contains a full 14 morphine units and is one of the best quality opiums in the world.[150]
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The native forest fauna is abundant and includes bears, wild boars, wolves, foxes, squirrels, chamois and deer. The lynx is found, very rarely, in the mountains of western Macedonia, while deer can be found in the region of Demir Kapija. Forest birds include the blackcap, the grouse, the black grouse, the imperial eagle and the forest owl.
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The country has three national parks:
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North Macedonia is a parliamentary democracy with an executive government composed of a coalition of parties from the unicameral legislature (Собрание, Sobranie) and an independent judicial branch with a constitutional court. The Assembly is made up of 120 seats and the members are elected every four years. The role of the President of the Republic is mostly ceremonial, with the real power resting in the hands of the Prime Minister. The President is the commander-in-chief of the state armed forces and a president of the state Security Council. The President is elected every five years and he or she can be elected twice at most.
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+
With the passage of a new law and elections held in 2005, local government functions are divided between 78 municipalities (општини, opštini; singular: општина, opština). The capital, Skopje, is governed as a group of ten municipalities collectively referred to as the "City of Skopje". Municipalities in North Macedonia are units of local self-government. Neighbouring municipalities may establish co-operative arrangements.
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The country's main political divergence is between the largely ethnically based political parties representing the country's ethnic Macedonian majority and Albanian minority. The issue of the power balance between the two communities led to a brief war in 2001, following which a power-sharing agreement was reached. In August 2004, parliament passed legislation redrawing local boundaries and giving greater local autonomy to ethnic Albanians in areas where they predominate.
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After a troublesome pre-election campaign, North Macedonia saw a relatively calm and democratic change of government in the elections held on 5 July 2006. The elections were marked by a decisive victory of the centre-right party VMRO-DPMNE led by Nikola Gruevski. Gruevski's decision to include the Democratic Party of Albanians in the new government, instead of the Democratic Union for Integration–Party for Democratic Prosperity coalition which won the majority of the Albanian votes, triggered protests throughout the parts of the country with a respective number of Albanian population. A dialogue was later established between the Democratic Union for Integration and the ruling VMRO-DMPNE party as an effort to talk about the disputes between the two parties and to support European and NATO aspirations of the country.[151]
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After the early parliamentary elections held in 2008, VMRO-DPMNE and Democratic Union for Integration formed a ruling coalition.[152]
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In April 2009, presidential and local elections in the country were carried out peacefully, which was crucial for Macedonian aspirations to join the EU.[153] The ruling conservative VMRO-DPMNE party won a victory in the local elections and the candidate supported by the party, Gjorgi Ivanov, was elected as the new president.
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As of 4 January 2020[update], the acting Prime Minister of North Macedonia is Oliver Spasovski and the current President of the Parliament is Talat Xhaferi.[154] The election of Xhaferi was immediately met with protests led by VMRO-DPMNE, which was quickly handled by the police.[154]
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Parliament, or Sobranie (Macedonian: Собрание), is the country's legislative body. It makes, proposes and adopts laws. The Constitution of North Macedonia has been in use since the formation of the republic in the 1993. It limits the power of the governments, both local and national. The military is also limited by the constitution. The constitution states that North Macedonia is a social free state, and that Skopje is the capital.[155] The 120 members are elected for a mandate of four years through a general election. Each citizen aged 18 years or older can vote for one of the political parties. The current president of Parliament is Talat Xhaferi.
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Executive power in North Macedonia is exercised by the Government, whose prime minister is the most politically powerful person in the country. The members of the government are chosen by the Prime Minister and there are ministers for each branch of the society. There are ministers for economy, finance, information technology, society, internal affairs, foreign affairs and other areas. The members of the Government are elected for a mandate of four years. The current acting Prime Minister is Oliver Spasovski, whose term ends in April 2020.
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Judiciary power is exercised by courts, with the court system being headed by the Judicial Supreme court, Constitutional Court and the Republican Judicial Council. The assembly appoints the judges.
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North Macedonia became a member state of the UN on 8 April 1993, eighteen months after its independence from Yugoslavia. It was referred to within the UN as "the former Yugoslav Republic of Macedonia", until the resolution of the long-running dispute with Greece about the country's name.
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The major interest of the country is a full integration in the European and the Trans-Atlantic integration processes.[156] Five foreign policy priorities are:[157]
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North Macedonia is a member of the following international and regional organisations:[158] IMF (since 1992), WHO (since 1993), EBRD (since 1993), Central European Initiative (since 1993), Council of Europe (since 1995), OSCE (since 1995), SECI (since 1996), La Francophonie (since 2001), WTO (since 2003), CEFTA (since 2006), NATO (since 2020).
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In 2005, the country was officially recognised as a European Union candidate state.
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At the NATO 2008 Bucharest summit, Macedonia failed to gain an invitation to join the organisation because Greece vetoed the move after the dispute over the name issue.[159] The U.S. had previously expressed support for an invitation,[160] but the summit then decided to extend an invitation only on condition of a resolution of the naming conflict with Greece.
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In March 2009, the European Parliament expressed support for North Macedonia's EU candidacy and asked the EU Commission to grant the country a date for the start of accession talks by the end of 2009. The parliament also recommended a speedy lifting of the visa regime for Macedonian citizens.[161] Prior to the Prespa agreement, the country failed to receive a start date for accession talks as a result of the naming dispute. However, after the Prespa agreement, North Macedonia became a member state of NATO on 27 March 2020. The EU's stance was similar to NATO's in that resolution of the naming dispute was a precondition for the start of accession talks.
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In October 2012, the EU Enlargement Commissioner Štefan Füle proposed a start of accession negotiations with the country for the fourth time, while the previous efforts were blocked each time by Greece. At the same time Füle visited Bulgaria in a bid to clarify the state's position with respect to Macedonia. He established that Bulgaria almost has joined Greece in vetoing the accession talks. The Bulgarian position was that Sofia cannot grant an EU certificate to Skopje, which is systematically employing an ideology of hate towards Bulgaria.[162]
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North Macedonia is a signatory to the European Convention on Human Rights and the UN Geneva Convention Relating to the Status of Refugees and Convention against Torture, and the Constitution guarantees basic human rights to all Macedonian citizens.
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According to human rights organisations, in 2003 there were suspected extrajudicial executions, threats against, and intimidation of, human rights activists and opposition journalists, and allegations of torture by the police.[163][164]
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The military of North Macedonia comprises the army, air force, and special forces. The government's national defence policy aims to guarantee the preservation of the independence and sovereignty of the state, the integrity of its land area and airspace and its constitutional order. Its main goals remain the development and maintenance of a credible capability to defend the nation's vital interests and development of the Armed Forces in a way that ensures their interoperability with the armed forces of NATO and the European Union member states and their capability to participate in the full range of NATO missions.
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The Ministry of Defence develops the Republic's defence strategy and assesses possible threats and risks. It is also responsible for the defence system, including training, readiness, equipment, and development, and for drawing up and presenting the defence budget.[165]
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The use of the name "Macedonia" was disputed between Greece and North Macedonia. The specific naming dispute was reignited after the breakup of Yugoslavia and the newly gained independence of the former Socialist Republic of Macedonia in 1991.[166] Greece opposed the use of the name without a geographical qualifier so as to avoid confusion with its own region of Greek Macedonia.[167] As ethnic Greeks identify themselves as Macedonians, unrelated to the Slavic people who are associated with North Macedonia, Greece further objected to the use of the term Macedonian for the neighbouring country's largest ethnic group; it accused the country of appropriating symbols and figures that are historically considered parts of Greece's culture (such as Vergina Sun and Alexander the Great), and of promoting the irredentist concept of a United Macedonia, which would include territories of Greece, Bulgaria, Albania, and Serbia.[168]
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The UN adopted the provisional reference the former Yugoslav Republic of Macedonia (Macedonian: Поранешна Југословенска Република Македонија) when the country was admitted to the organisation in 1993.[169] The lower-cased "former" was chosen intentionally to display the provisionality of the name although most UN member countries soon abandoned the provisional reference and recognised the country as the Republic of Macedonia instead.[170] Most international organisations adopted the same convention along with over 100 UN members and four of the five permanent UN Security Council members.[171][172] In the period between 1991 and 2019, the country's name was an ongoing issue in bilateral and international relations. The UN set up a negotiating process with a mediator, Matthew Nimetz, and the two parties to try to mediate the dispute. Following the ratification of the Prespa agreement, most major international organisations welcomed the settlement of the long-standing dispute, and adopted the country's new name.[173][174][175]
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North Macedonia's statistical regions exist solely for legal and statistical purposes. The regions are:
|
173 |
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In August 2004, the country was reorganised into 84 municipalities (opštini; sing. opština); 10 of the municipalities constitute the City of Skopje, a distinct unit of local self-government and the country's capital.
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Most of the current municipalities were unaltered or merely amalgamated from the previous 123 municipalities established in September 1996; others were consolidated and their borders changed. Prior to this, local government was organised into 34 administrative districts, communes, or counties (also opštini).
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Ranked as the fourth "best reformatory state" out of 178 countries ranked by the World Bank in 2009, North Macedonia has undergone considerable economic reform since independence.[176] The country has developed an open economy with trade accounting for more than 90% of GDP in recent years. Since 1996, North Macedonia has witnessed steady, though slow, economic growth with GDP growing by 3.1% in 2005. This figure was projected to rise to an average of 5.2% in the 2006–2010 period.[177] The government has proven successful in its efforts to combat inflation, with an inflation rate of only 3% in 2006 and 2% in 2007,[176] and has implemented policies focused on attracting foreign investment and promoting the development of small and medium-sized enterprises (SMEs).
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The current government introduced a flat tax system with the intention of making the country more attractive to foreign investment. The flat tax rate was 12% in 2007 and was further lowered to 10% in 2008.[178][179]
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Despite these reforms, as of 2005[update] North Macedonia's unemployment rate was 37.2%[180] and as of 2006[update] its poverty rate was 22%.[177] Due to a number of employment measures as well as the successful process of attracting multinational corporations, and according to the State Statistical Office of North Macedonia, the country's unemployment rate in the first quarter of 2015 decreased to 27.3%.[181] Government's policies and efforts in regards to foreign direct investments have resulted with the establishment of local subsidiaries of several world leading manufacturing companies, especially from the automotive industry, such as: Johnson Controls Inc., Van Hool NV, Johnson Matthey plc, Lear Corp., Visteon Corp., Kostal GmbH, Gentherm Inc., Dräxlmaier Group, Kromberg & Schubert, Marquardt GmbH, Amphenol Corp., Tekno Hose SpA, KEMET Corp., Key Safety Systems Inc., ODW-Elektrik GmbH, etc.
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In terms of GDP structure, as of 2013[update] the manufacturing sector, including mining and construction constituted the largest part of GDP at 21.4%, up from 21.1% in 2012. The trade, transportation and accommodation sector represents 18.2% of GDP in 2013, up from 16.7% in 2012, while agriculture represents 9.6%, up from 9.1% in the previous year.[182]
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In terms of foreign trade, the largest sector contributing to the country's export in 2014 was "chemicals and related products" at 21.4%, followed by the "machinery and transport equipment" sector at 21.1%. North Macedonia's main import sectors in 2014 were "manufactured goods classified chiefly by material" with 34.2%, "machinery and transport equipment" with 18.7% and "mineral fuels, lubricants and related materials" with 14.4% of the total imports. Even 68.8% of the foreign trade in 2014 was done with the EU which makes the Union by far the largest trading partner of North Macedonia (23.3% with Germany, 7.9% with the UK, 7.3% with Greece, 6.2% with Italy, etc.). Almost 12% of the total external trade in 2014 was done with the Western Balkan countries.[183]
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North Macedonia has one of the highest shares of people struggling financially, with 72% of its citizens stating that they could manage on their household's income only "with difficulty" or "with great difficulty", though North Macedonia, along with Croatia, was the only country in the Western Balkans to not report an increase in this statistic.[184] Corruption and a relatively ineffective legal system also act as significant restraints on successful economic development. North Macedonia still has one of the lowest per capita GDPs in Europe. Furthermore, the country's grey market is estimated at close to 20% of GDP.[185] PPS GDP per capita stood at 36% of the EU average in 2017.[186] With a GDP per capita of US$9,157 at purchasing power parity and a Human Development Index of 0.701, North Macedonia is less developed and has a considerably smaller economy than most of the former Yugoslav states.
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North Macedonia (along with Montenegro, Bosnia and Herzegovina and Kosovo) belongs to the less-developed southern region of the former Yugoslavia. It suffered severe economic difficulties after independence, when the Yugoslav internal market collapsed and subsidies from Belgrade ended. In addition, it faced many of the same problems faced by other former socialist East European countries during the transition to a market economy. Its main land and rail exports route, through Serbia, remains unreliable with high transit costs, thereby affecting the export of its formerly highly profitable, early vegetables market to Germany.
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North Macedonia's IT market increased 63.8% year on year in 2007, which was the fastest growing in the Adriatic region.[187]
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The outbreak of the Yugoslav wars and the imposition of sanctions on Serbia and Montenegro caused great damage to the country's economy, with Serbia constituting 60% of its markets before the disintegration of Yugoslavia. When Greece imposed a trade embargo on the Republic in 1994–95, the economy was also affected. Some relief was afforded by the end of the Bosnian War in November 1995 and the lifting of the Greek embargo, but the Kosovo War of 1999 and the 2001 Albanian crisis caused further destabilisation.
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Since the end of the Greek embargo, Greece has become the country's most important business partner. (See Greek investments in North Macedonia.) Many Greek companies have bought former state companies in North Macedonia,[188] such as the oil refinery Okta, the baking company Zhito Luks, a marble mine in Prilep, textile facilities in Bitola, etc., and employ 20,000 people. The moving of business to North Macedonia in the oil sector has been caused by the rise of Greece in the oil markets.[189]
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Other key partners are Germany, Italy, the United States, Slovenia, Austria and Turkey.
|
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North Macedonia is in its position a continental country in the middle of the Balkan peninsula, and the main transport links in the country are those that connect the different parts of the peninsula (transbalkan links). Particularly important is the connection between north–south and Vardar valley, which connects Greece with the rest of Europe.
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The total length of the railway network in North Macedonia is 699 km (434 mi). Operated by Makedonski Železnici, the most important railway line is the line on the border with Serbia–Kumanovo–Skopje–Veles–Gevgelija–border with Greece. Since 2001, the railway line Beljakovci has been built—the border with Bulgaria, which will get a direct connection Skopje-Sofia. The most important railway hub in the country is Skopje, while the other two are Veles and Kumanovo.
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North Macedonia Post is the state-owned company for the provision of postal traffic. It was founded in 1992 as PTT Macedonia. In 1993 it was admitted to the World Postal Union in 1997, PTT Macedonia was divided into Macedonian Telekom and Macedonian Post (later renamed North Macedonia Post).
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As far as water transport is concerned, only lake traffic through Ohrid and Prespan Lake has been developed, mostly for tourist purposes.
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There are 17 airports officially in North Macedonia, of which 11 are with solid substrates. Among them are two airports of international character, since they are listed on the airport's IATA airport code International Airport Skopje and Ohrid St. Paul the Apostle Airport.
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Tourism plays a significant role in the economy of North Macedonia accounting for 6.7% of its GDP in 2016. The annual income from tourism was estimated at 38.5 billion denars (€616 million) in that year.[190] Following its independence, the most serious negative impact on tourism performance occurred due to the armed conflicts taking place in 2001.[191] The number of foreign visitors has been on the rise since, with a 14.6% increase in 2011.[192] In 2019, North Macedonia received 1,184,963 tourist arrivals out of which 757,593 foreign.[193] Most numerous are tourists from Turkey, neighboring Serbia, Greece and Bulgaria, Poland and other countries of Western Europe.[194] The biggest bulk of tourists, approximately 60% of the million tourists that visited the country in 2017, was situated in Skopje and the southwestern region of the country.[195]
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The most significant tourism branches are lake tourism as there are three lakes in Ohrid, Prespa and Dojran and over 50 small glacial lakes of variable sizes, mountainous tourism as there are 16 mountains higher than 2,000 metres. Other forms of tourism also include rural and ecotourism, city tourism and cultural tourism, represented through gastronomy, traditional music, cultural celebrations and cultural heritage sites.[191]
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The last census data from 2002 shows a population of 2,022,547 inhabitants.[2]
|
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The last official estimate from 2009, without significant change, gives a figure of 2,050,671.[196] According to the last census data, the largest ethnic group in the country are the ethnic Macedonians. The second-largest group are the Albanians, who dominated much of the northwestern part of the country. Following them, Turks are the third-biggest ethnic group of the country where official census data put them close to 80,000 and unofficial estimates suggest numbers between 170,000 and 200,000. Some unofficial estimates indicate that there are possibly up to 260,000 Romani.[197]
|
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Religion in North Macedonia (2011)[3]
|
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Eastern Orthodox Christianity is the majority faith of North Macedonia, making up 65% of the population, the vast majority of whom belong to the Macedonian Orthodox Church. Various other Christian denominations account for 0.4% of the population. Muslims constitute 33.3% of the population. North Macedonia has the fifth-highest proportion of Muslims in Europe, after those of Kosovo (96%),[198] Turkey (90%),[199] Albania (59%),[200] and Bosnia and Herzegovina (51%).[201]
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Most Muslims are Albanians, Turks, or Romani; few are Macedonian Muslims. The remaining 1.4% was determined to be "unaffiliated" by a 2010 Pew Research estimation.[202]
|
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All together, there were 1,842 churches and 580 mosques in the country at the end of 2011.[203] The Orthodox and Islamic religious communities have secondary religion schools in Skopje. There is an Orthodox theological college in the capital. The Macedonian Orthodox Church has jurisdiction over 10 provinces (seven in the country and three abroad), has 10 bishops and about 350 priests. A total of 30,000 people are baptised in all the provinces every year.
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Relations between the Macedonian Orthodox Church, which declared autocephaly in 1967 and remains unrecognised by the other Orthodox Churches, and the Serbian Orthodox Church, which claims ecclesiastical jurisdiction over North Macedonia, remain tense and politically fraught, especially since the Serbian Church appointed Jovan Vraniškovski as its Exarch for the Archbishopric of Ohrid in September 2002.
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The reaction of the Macedonian Orthodox Church was to cut off all relations with the new Ohrid Archbishopric and to prevent bishops of the Serbian Orthodox Church from entering North Macedonia. Bishop Jovan was jailed for 18 months for "defaming the Macedonian Orthodox church and harming the religious feelings of local citizens" by distributing Serbian Orthodox church calendars and pamphlets.[204]
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The Macedonian Byzantine Catholic Church has approximately 11,000 adherents in North Macedonia. The Church was established in 1918, and is made up mostly of converts to Catholicism and their descendants. The Church is of the Byzantine Rite and is in communion with the Roman and Eastern Catholic Churches. Its liturgical worship is performed in Macedonian.[205]
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There is a small Protestant community. The most famous Protestant in the country is the late president Boris Trajkovski. He was from the Methodist community, which is the largest and oldest Protestant church in the Republic, dating back to the late 19th century. Since the 1980s the Protestant community has grown, partly through new confidence and partly with outside missionary help.
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The Macedonian Jewish community, which numbered some 7,200 people on the eve of World War II, was almost entirely destroyed during the war: only 2% survived the Holocaust.[206] After their liberation and the end of the War, most opted to emigrate to Israel. Today, the country's Jewish community numbers approximately 200 persons, almost all of whom live in Skopje. Most Macedonian Jews are Sephardic—the descendants of 15th-century refugees who had been expelled from Castile, Aragon and Portugal.[citation needed]
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National and official language in all aspects of the whole territory of North Macedonia and in its international relations, is the Macedonian language. Albanian is co-official at a state level (excluding defence, central police and monetary policy) and in local self-government units where speakers are 20% or more. Macedonian belongs to the Eastern branch of the South Slavic language group, while Albanian occupies an independent branch of the Indo-European family of languages. In municipalities where at least 20% of the population is part of another ethnic minority, those individual languages are used for official purposes in local government, alongside Macedonian and Albanian or just Macedonian.
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Macedonian is closely related to and mutually intelligible with standard Bulgarian. It also has some similarities with standard Serbian and the intermediate Torlakian/Shop dialects spoken mostly in southeastern Serbia and western Bulgaria (and by speakers in the northeast of Macedonia). The standard language was codified in the period following World War II and has accumulated a thriving literary tradition.
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Besides Macedonian and Albanian, minority languages with substantial numbers of speakers are Turkish (including Balkan Gagauz[207]), Romani, Serbian/Bosnian and Aromanian (including Megleno-Romanian).[208][209][210][211][212] Macedonian Sign Language is the primary language of those of the deaf community who did not pick up an oral language in childhood.
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According to the last census, 1,344,815 citizens of North Macedonia declared that they spoke Macedonian, 507,989 declared Albanian, 71,757 Turkish, 38,528 Romani, 24,773 Serbian, 8,560 Bosnian, 6,884 Aromanian and 19,241 spoke other languages.[1]
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The higher levels of education can be obtained at one of the five state universities: Ss. Cyril and Methodius University of Skopje, St. Clement of Ohrid University of Bitola, Goce Delčev University of Štip, State University of Tetova and University of Information Science and Technology "St. Paul The Apostle" in Ohrid. There are a number of private university institutions, such as the European University,[213] Slavic University in Sveti Nikole, the South East European University and others.
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The United States Agency for International Development has underwritten a project called Macedonia Connects, which has made North Macedonia the first all-broadband wireless country in the world. The Ministry of Education and Sciences reports that 461 schools (primary and secondary) are now connected to the Internet.[214] In addition, an Internet service provider (On.net), has created a MESH Network to provide WIFI services in the 11 largest cities/towns in the country. The national library of North Macedonia, National and University Library "St. Kliment of Ohrid", is in Skopje.
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The North Macedonian education system consists of:
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North Macedonia has a rich cultural heritage in art, architecture, poetry and music. It has many ancient, protected religious sites. Poetry, cinema, and music festivals are held annually. Macedonian music styles developed under the strong influence of Byzantine church music. North Macedonia has a significant number of preserved Byzantine fresco paintings, mainly from the period between the 11th and 16th centuries. There are several thousands of square metres of fresco painting preserved, the major part of which is in very good condition and represent masterworks of the Macedonian school of ecclesiastical painting.
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The most important cultural events in the country are the Ohrid Summer festival of classical music and drama, the Struga Poetry Evenings which gather poets from more than 50 countries in the world, International Camera Festival in Bitola, Open Youth Theatre and Skopje Jazz Festival in Skopje etc.
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The National Opera opened in 1947, then named "Macedonian Opera", with a performance of Cavalleria rusticana under the direction of Branko Pomorisac. Every year, the May Opera Evenings are held in Skopje for around 20 nights. The first May Opera performance was that of Kiril Makedonski's Tsar Samuil in May 1972.[215]
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The country's cuisine is a representative of that of the Balkans—reflecting Mediterranean and Middle Eastern (Ottoman) influences, and to a lesser extent Italian, German and Eastern European (especially Hungarian) ones.[216] The relatively warm climate in North Macedonia provides excellent growth conditions for a variety of vegetables, herbs and fruits. Thus, Macedonian cuisine is particularly diverse.
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Famous for its rich Šopska salad, an appetiser and side dish which accompanies almost every meal, Macedonian cuisine is also noted for the diversity and quality of its dairy products, wines, and local alcoholic beverages, such as rakija. Tavče gravče and mastika are considered the national dish and drink of North Macedonia, respectively.
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Football and handball are the most popular sports in North Macedonia. The national football team is controlled by the Football Federation of North Macedonia. Their home stadium is the Toše Proeski Arena. In November 2003, to celebrate UEFA's jubilee, Darko Pančev was selected as the Golden Player of Macedonia as their most outstanding player of the past 50 years.[217] He was the winner of the European Golden Boot award in 1991 and he is best known for scoring the winning penalty in the 1991 European Cup Final, bringing Red Star Belgrade the most prestigious trophy in European football for the first time in its 50-year existence.
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Handball is the other important team sport in the country. In 2002 Kometal Skopje won the EHF Women's Champions League European Cup. The European Women's Handball Championship took place in 2008 in North Macedonia. The venues in which the tournament took place were located in Skopje and Ohrid; the national team finished seventh place. Macedonian clubs enjoyed success in European competitions. RK Vardar won 2016–17 and 2018–19 EHF Champions League, while Kometal Gjorče Petrov Skopje won the women's event in 2002.
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The North Macedonia national basketball team represents North Macedonia in international basketball. The team is run by the Basketball Federation of North Macedonia, the governing body of basketball in North Macedonia which was created in 1992 and joined FIBA in 1993. North Macedonia has participated in three Eurobaskets since then with its best finish at 4th place in 2011. It plays its home games at the Boris Trajkovski Arena in Skopje. Pero Antić became the first Macedonian basketball player to play in the National Basketball Association. He also won three EuroLeague trophies.
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In the summer months the Ohrid Swimming Marathon is an annual event on Lake Ohrid and during the winter months there is skiing in North Macedonia's winter sports centres. North Macedonia also takes part in the Olympic Games. Participation in the Games is organised by the Olympic Committee of North Macedonia.[218] Magomed Ibragimov competed for FYR Macedonia in the freestyle 85 kg competition at the 2000 Summer Olympics and won the bronze medal, which was the first medal for independent country. Wrestlers Shaban Tërstena and Shaban Sejdiu born in North Macedonia, as well as boxers Redžep Redžepovski and Ace Rusevski, won Olympic medals as part of Yugoslav Olympic team.
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The history of film making in the country dates back over 110 years.[citation needed] The first film to be produced on the territory of the present-day the country was made in 1895 by Janaki and Milton Manaki in Bitola. Throughout the past century, the medium of film has depicted the history, culture and everyday life of the Macedonian people. Over the years many Macedonian films have been presented at film festivals around the world and several of these films have won prestigious awards. The first Macedonian feature film was Frosina, released in 1952 and directed by Vojislav Nanović.[219] The first feature film in colour was Miss Stone, a movie about a Protestant missionary in Ottoman Macedonia. It was released in 1958. The highest grossing feature film in North Macedonia was Bal-Can-Can, having been seen by over 500,000 people in its first year alone.
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In 1994, Milcho Manchevski's film Before the Rain was nominated for an Academy Award in the category of Best International Feature Film.[220] Manchevski continues to be the most prominent modern filmmaker in the country having subsequently written and directed Dust and Shadows. In 2020, the documentary Honeyland (2019) directed by Tamara Kotevska and Ljubomir Stefanov, received nominations in the categories for Best International Feature Film and Best Documentary Feature at the 92nd Academy Awards, making it the first non-fictional film to receive a nomination in both categories.[221]
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The oldest newspaper in the country is Nova Makedonija from 1944. Other well known newspaper and magazines are: Utrinski vesnik, Dnevnik, Vest, Fokus, Večer, Tea Moderna, Makedonsko Sonce, and Koha. Public channel is Macedonian Radio Television founded in 1993 by the Assembly of North Macedonia. TEKO TV (1989) from Štip is the first private television channel in the country. Other popular private channels are: Sitel, Kanal 5, Telma, Alfa TV, and Alsat-M.
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The main public holidays in North Macedonia are:
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Besides these, there are several major religious & minorities holidays. (See: Public holidays in North Macedonia)
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Coordinates: 41°36′N 21°42′E / 41.6°N 21.7°E / 41.6; 21.7
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A steam engine is a heat engine that performs mechanical work using steam as its working fluid. The steam engine uses the force produced by steam pressure to push a piston back and forth inside a cylinder. This pushing force is transformed, by a connecting rod and flywheel, into rotational force for work. The term "steam engine" is generally applied only to reciprocating engines as just described, not to the steam turbine.
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|
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Steam engines are external combustion engines,[1] where the working fluid is separated from the combustion products. The ideal thermodynamic cycle used to analyze this process is called the Rankine cycle.
|
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|
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In general usage, the term steam engine can refer to either complete steam plants (including boilers etc.) such as railway steam locomotives and portable engines, or may refer to the piston or turbine machinery alone, as in the beam engine and stationary steam engine.
|
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Steam-driven devices were known as early as the aeolipile in the first century AD, with a few other uses recorded in the 16th and 17th century. Thomas Savery's dewatering pump used steam pressure operating directly on the water. The first commercially successful engine that could transmit continuous power to a machine was developed in 1712 by Thomas Newcomen. James Watt made a critical improvement by removing spent steam to a separate vessel for condensation, greatly improving the amount of work obtained per unit of fuel consumed. By the 19th century, stationary steam engines powered the factories of the Industrial Revolution. Steam engines replaced sail for ships, and steam locomotives operated on the railways.
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Reciprocating piston type steam engines were the dominant source of power until the early 20th century, when advances in the design of electric motors and internal combustion engines gradually resulted in the replacement of reciprocating (piston) steam engines in commercial usage. Steam turbines replaced reciprocating engines in power generation, due to lower cost, higher operating speed, and higher efficiency.[2]
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The first recorded rudimentary steam-powered "engine" was the aeolipile described by Hero of Alexandria, a mathematician and engineer in Roman Egypt in the first century AD.[3] In the following centuries, the few steam-powered "engines" known were, like the aeolipile,[4] essentially experimental devices used by inventors to demonstrate the properties of steam. A rudimentary steam turbine device was described by Taqi al-Din[5] in Ottoman Egypt in 1551 and by Giovanni Branca[6] in Italy in 1629.[7] Jerónimo de Ayanz y Beaumont received patents in 1606 for 50 steam-powered inventions, including a water pump for draining inundated mines.[8] Denis Papin, a Huguenot refugee, did some useful work on the steam digester in 1679, and first used a piston to raise weights in 1690.[9]
|
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The first commercial steam-powered device was a water pump, developed in 1698 by Thomas Savery.[10] It used condensing steam to create a vacuum which raised water from below and then used steam pressure to raise it higher. Small engines were effective though larger models were problematic. They had a limited lift height and were prone to boiler explosions. Savery's engine was used in mines, pumping stations and supplying water to water wheels that powered textile machinery.[11] Savery's engine was of low cost. Bento de Moura Portugal introduced an improvement of Savery's construction "to render it capable of working itself", as described by John Smeaton in the Philosophical Transactions published in 1751.[12] It continued to be manufactured until the late 18th century.[13] One engine was still known to be operating in 1820.[14]
|
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The first commercially successful engine that could transmit continuous power to a machine was the atmospheric engine, invented by Thomas Newcomen around 1712.[b][16] It improved on Savery's steam pump, using a piston as proposed by Papin. Newcomen's engine was relatively inefficient, and mostly used for pumping water. It worked by creating a partial vacuum by condensing steam under a piston within a cylinder. It was employed for draining mine workings at depths hitherto impossible, and for providing reusable water for driving waterwheels at factories sited away from a suitable "head". Water that passed over the wheel was pumped up into a storage reservoir above the wheel.[17][18]
|
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In 1780 James Pickard patented the use of a flywheel and crankshaft to provide rotative motion from an improved Newcomen engine.[19]
|
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|
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In 1720 Jacob Leupold described a two-cylinder high-pressure steam engine.[20] The invention was published in his major work "Theatri Machinarum Hydraulicarum".[21] The engine used two heavy pistons to provide motion to a water pump. Each piston was raised by the steam pressure and returned to its original position by gravity. The two pistons shared a common four-way rotary valve connected directly to a steam boiler.
|
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|
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The next major step occurred when James Watt developed (1763–1775) an improved version of Newcomen's engine, with a separate condenser. Boulton and Watt's early engines used half as much coal as John Smeaton's improved version of Newcomen's.[22] Newcomen's and Watt's early engines were "atmospheric". They were powered by air pressure pushing a piston into the partial vacuum generated by condensing steam, instead of the pressure of expanding steam. The engine cylinders had to be large because the only usable force acting on them was atmospheric pressure.[17][23]
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+
Watt developed his engine further, modifying it to provide a rotary motion suitable for driving machinery. This enabled factories to be sited away from rivers, and accelerated the pace of the Industrial Revolution.[23][17][24]
|
25 |
+
|
26 |
+
The meaning of high pressure, together with an actual value above ambient, depends on the era in which the term was used. For early use of the term Van Reimsdijk[25] refers to steam being at a sufficiently high pressure that it could be exhausted to atmosphere without reliance on a vacuum to enable it to perform useful work. Ewing 1894, p. 22 states that Watt's condensing engines were known, at the time, as low pressure compared to high pressure, non-condensing engines of the same period.
|
27 |
+
|
28 |
+
Watt's patent prevented others from making high pressure and compound engines. Shortly after Watt's patent expired in 1800, Richard Trevithick and, separately, Oliver Evans in 1801[24][26] introduced engines using high-pressure steam; Trevithick obtained his high-pressure engine patent in 1802,[27] and Evans had made several working models before then.[28] These were much more powerful for a given cylinder size than previous engines and could be made small enough for transport applications. Thereafter, technological developments and improvements in manufacturing techniques (partly brought about by the adoption of the steam engine as a power source) resulted in the design of more efficient engines that could be smaller, faster, or more powerful, depending on the intended application.[17]
|
29 |
+
|
30 |
+
The Cornish engine was developed by Trevithick and others in the 1810s.[29] It was a compound cycle engine that used high-pressure steam expansively, then condensed the low-pressure steam, making it relatively efficient. The Cornish engine had irregular motion and torque though the cycle, limiting it mainly to pumping. Cornish engines were used in mines and for water supply until the late 19th century.[30]
|
31 |
+
|
32 |
+
Early builders of stationary steam engines considered that horizontal cylinders would be subject to excessive wear. Their engines were therefore arranged with the piston axis vertical. In time the horizontal arrangement became more popular, allowing compact, but powerful engines to be fitted in smaller spaces.
|
33 |
+
|
34 |
+
The acme of the horizontal engine was the Corliss steam engine, patented in 1849, which was a four-valve counter flow engine with separate steam admission and exhaust valves and automatic variable steam cutoff. When Corliss was given the Rumford Medal, the committee said that "no one invention since Watt's time has so enhanced the efficiency of the steam engine".[31] In addition to using 30% less steam, it provided more uniform speed due to variable steam cut off, making it well suited to manufacturing, especially cotton spinning.[17][24]
|
35 |
+
|
36 |
+
The first experimental road-going steam-powered vehicles were built in the late 18th century, but it was not until after Richard Trevithick had developed the use of high-pressure steam, around 1800, that mobile steam engines became a practical proposition. The first half of the 19th century saw great progress in steam vehicle design, and by the 1850s it was becoming viable to produce them on a commercial basis. This progress was dampened by legislation which limited or prohibited the use of steam-powered vehicles on roads. Improvements in vehicle technology continued from the 1860s to the 1920s. Steam road vehicles were used for many applications. In the 20th century, the rapid development of internal combustion engine technology led to the demise of the steam engine as a source of propulsion of vehicles on a commercial basis, with relatively few remaining in use beyond the Second World War. Many of these vehicles were acquired by enthusiasts for preservation, and numerous examples are still in existence. In the 1960s, the air pollution problems in California gave rise to a brief period of interest in developing and studying steam-powered vehicles as a possible means of reducing the pollution. Apart from interest by steam enthusiasts, the occasional replica vehicle, and experimental technology, no steam vehicles are in production at present.
|
37 |
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|
38 |
+
Near the end of the 19th century, compound engines came into widespread use. Compound engines exhausted steam into successively larger cylinders to accommodate the higher volumes at reduced pressures, giving improved efficiency. These stages were called expansions, with double- and triple-expansion engines being common, especially in shipping where efficiency was important to reduce the weight of coal carried.[17] Steam engines remained the dominant source of power until the early 20th century, when advances in the design of the steam turbine, electric motors and internal combustion engines gradually resulted in the replacement of reciprocating (piston) steam engines, with shipping in the 20th-century relying upon the steam turbine.[17][2]
|
39 |
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|
40 |
+
As the development of steam engines progressed through the 18th century, various attempts were made to apply them to road and railway use.[32] In 1784, William Murdoch, a Scottish inventor, built a prototype steam road locomotive.[33] An early working model of a steam rail locomotive was designed and constructed by steamboat pioneer John Fitch in the United States probably during the 1780s or 1790s.[34]
|
41 |
+
His steam locomotive used interior bladed wheels guided by rails or tracks.
|
42 |
+
|
43 |
+
The first full-scale working railway steam locomotive was built by Richard Trevithick in the United Kingdom and, on 21 February 1804, the world's first railway journey took place as Trevithick's unnamed steam locomotive hauled a train along the tramway from the Pen-y-darren ironworks, near Merthyr Tydfil to Abercynon in south Wales.[32][35][36] The design incorporated a number of important innovations that included using high-pressure steam which reduced the weight of the engine and increased its efficiency. Trevithick visited the Newcastle area later in 1804 and the colliery railways in north-east England became the leading centre for experimentation and development of steam locomotives.[37]
|
44 |
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|
45 |
+
Trevithick continued his own experiments using a trio of locomotives, concluding with the Catch Me Who Can in 1808. Only four years later, the successful twin-cylinder locomotive Salamanca by Matthew Murray was used by the edge railed rack and pinion Middleton Railway.[38] In 1825 George Stephenson built the Locomotion for the Stockton and Darlington Railway. This was the first public steam railway in the world and then in 1829, he built The Rocket which was entered in and won the Rainhill Trials.[39] The Liverpool and Manchester Railway opened in 1830 making exclusive use of steam power for both passenger and freight trains.
|
46 |
+
|
47 |
+
Steam locomotives continued to be manufactured until the late twentieth century in places such as China and the former East Germany (where the DR Class 52.80 was produced).[40]
|
48 |
+
|
49 |
+
The final major evolution of the steam engine design was the use of steam turbines starting in the late part of the 19th century. Steam turbines are generally more efficient than reciprocating piston type steam engines (for outputs above several hundred horsepower), have fewer moving parts, and provide rotary power directly instead of through a connecting rod system or similar means.[41] Steam turbines virtually replaced reciprocating engines in electricity generating stations early in the 20th century, where their efficiency, higher speed appropriate to generator service, and smooth rotation were advantages. Today most electric power is provided by steam turbines. In the United States, 90% of the electric power is produced in this way using a variety of heat sources.[2] Steam turbines were extensively applied for propulsion of large ships throughout most of the 20th century.
|
50 |
+
|
51 |
+
Although the reciprocating steam engine is no longer in widespread commercial use, various companies are exploring or exploiting the potential of the engine as an alternative to internal combustion engines. The company Energiprojekt AB in Sweden has made progress in using modern materials for harnessing the power of steam. The efficiency of Energiprojekt's steam engine reaches some 27–30% on high-pressure engines. It is a single-step, 5-cylinder engine (no compound) with superheated steam and consumes approx. 4 kg (8.8 lb) of steam per kWh.[42][failed verification]
|
52 |
+
|
53 |
+
There are two fundamental components of a steam plant: the boiler or steam generator, and the "motor unit", referred to itself as a "steam engine". Stationary steam engines in fixed buildings may have the boiler and engine in separate buildings some distance apart. For portable or mobile use, such as steam locomotives, the two are mounted together.[43][44]
|
54 |
+
|
55 |
+
The widely used reciprocating engine typically consisted of a cast-iron cylinder, piston, connecting rod and beam or a crank and flywheel, and miscellaneous linkages. Steam was alternately supplied and exhausted by one or more valves. Speed control was either automatic, using a governor, or by a manual valve. The cylinder casting contained steam supply and exhaust ports.
|
56 |
+
|
57 |
+
Engines equipped with a condenser are a separate type than those that exhaust to the atmosphere.
|
58 |
+
|
59 |
+
Other components are often present; pumps (such as an injector) to supply water to the boiler during operation, condensers to recirculate the water and recover the latent heat of vaporisation, and superheaters to raise the temperature of the steam above its saturated vapour point, and various mechanisms to increase the draft for fireboxes. When coal is used, a chain or screw stoking mechanism and its drive engine or motor may be included to move the fuel from a supply bin (bunker) to the firebox.[45]
|
60 |
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|
61 |
+
The heat required for boiling the water and raising the temperature of the steam can be derived from various sources, most commonly from burning combustible materials with an appropriate supply of air in a closed space (e.g., combustion chamber, firebox, furnace). In the case of model or toy steam engines and a few full scale cases, the heat source can be an electric heating element.
|
62 |
+
|
63 |
+
Boilers are pressure vessels that contain water to be boiled, and features that transfer the heat to the water as effectively as possible.
|
64 |
+
|
65 |
+
The two most common types are:
|
66 |
+
|
67 |
+
Fire-tube boilers were the main type used for early high-pressure steam (typical steam locomotive practice), but they were to a large extent displaced by more economical water tube boilers in the late 19th century for marine propulsion and large stationary applications.
|
68 |
+
|
69 |
+
Many boilers raise the temperature of the steam after it has left that part of the boiler where it is in contact with the water. Known as superheating it turns 'wet steam' into 'superheated steam'. It avoids the steam condensing in the engine cylinders, and gives a significantly higher efficiency.[46][47]
|
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|
71 |
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In a steam engine, a piston or steam turbine or any other similar device for doing mechanical work takes a supply of steam at high pressure and temperature and gives out a supply of steam at lower pressure and temperature, using as much of the difference in steam energy as possible to do mechanical work.
|
72 |
+
|
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These "motor units" are often called 'steam engines' in their own right. Engines using compressed air or other gases differ from steam engines only in details that depend on the nature of the gas although compressed air has been used in steam engines without change.[47]
|
74 |
+
|
75 |
+
As with all heat engines, the majority of primary energy must be emitted as waste heat at relatively low temperature.[48]
|
76 |
+
|
77 |
+
The simplest cold sink is to vent the steam to the environment. This is often used on steam locomotives to avoid the weight and bulk of condensers. Some of the released steam is vented up the chimney so as to increase the draw on the fire, which greatly increases engine power, but reduces efficiency.
|
78 |
+
|
79 |
+
Sometimes the waste heat from the engine is useful itself, and in those cases, very high overall efficiency can be obtained.
|
80 |
+
|
81 |
+
Steam engines in stationary power plants use surface condensers as a cold sink. The condensers are cooled by water flow from oceans, rivers, lakes, and often by cooling towers which evaporate water to provide cooling energy removal. The resulting condensed hot water (condensate), is then pumped back up to pressure and sent back to the boiler. A dry-type cooling tower is similar to an automobile radiator and is used in locations where water is costly. Waste heat can also be ejected by evaporative (wet) cooling towers, which use a secondary external water circuit that evaporates some of flow to the air.
|
82 |
+
|
83 |
+
River boats initially used a jet condenser in which cold water from the river is injected into the exhaust steam from the engine. Cooling water and condensate mix. While this was also applied for sea-going vessels, generally after only a few days of operation the boiler would become coated with deposited salt, reducing performance and increasing the risk of a boiler explosion. Starting about 1834, the use of surface condensers on ships eliminated fouling of the boilers, and improved engine efficiency.[49]
|
84 |
+
|
85 |
+
Evaporated water cannot be used for subsequent purposes (other than rain somewhere), whereas river water can be re-used. In all cases, the steam plant boiler feed water, which must be kept pure, is kept separate from the cooling water or air.
|
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+
|
87 |
+
Most steam engines have a means to supply boiler water whilst at pressure, so that they may be run continuously. Utility and industrial boilers commonly use multi-stage centrifugal pumps; however, other types are used. Another means of supplying lower-pressure boiler feed water is an injector, which uses a steam jet usually supplied from the boiler. Injectors became popular in the 1850s but are no longer widely used, except in applications such as steam locomotives.[50] It is the pressurization of the water that circulates through the steam boiler that allows the water to be raised to temperatures well above 100 °C (212 °F) boiling point of water at one atmospheric pressure, and by that means to increase the efficiency of the steam cycle.
|
88 |
+
|
89 |
+
For safety reasons, nearly all steam engines are equipped with mechanisms to monitor the boiler, such as a pressure gauge and a sight glass to monitor the water level.
|
90 |
+
|
91 |
+
Many engines, stationary and mobile, are also fitted with a governor to regulate the speed of the engine without the need for human interference.
|
92 |
+
|
93 |
+
The most useful instrument for analyzing the performance of steam engines is the steam engine indicator. Early versions were in use by 1851,[51] but the most successful indicator was developed for the high speed engine inventor and manufacturer Charles Porter by Charles Richard and exhibited at London Exhibition in 1862.[24] The steam engine indicator traces on paper the pressure in the cylinder throughout the cycle, which can be used to spot various problems and calculate developed horsepower.[52] It was routinely used by engineers, mechanics and insurance inspectors. The engine indicator can also be used on internal combustion engines. See image of indicator diagram below (in Types of motor units section).
|
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|
95 |
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The centrifugal governor was adopted by James Watt for use on a steam engine in 1788 after Watt's partner Boulton saw one on the equipment of a flour mill Boulton & Watt were building.[53] The governor could not actually hold a set speed, because it would assume a new constant speed in response to load changes. The governor was able to handle smaller variations such as those caused by fluctuating heat load to the boiler. Also, there was a tendency for oscillation whenever there was a speed change. As a consequence, engines equipped only with this governor were not suitable for operations requiring constant speed, such as cotton spinning.[54] The governor was improved over time and coupled with variable steam cut off, good speed control in response to changes in load was attainable near the end of the 19th century.
|
96 |
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|
97 |
+
|
98 |
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|
99 |
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In a simple engine, or "single expansion engine" the charge of steam passes through the entire expansion process in an individual cylinder, although a simple engine may have one or more individual cylinders.[55] It is then exhausted directly into the atmosphere or into a condenser. As steam expands in passing through a high-pressure engine, its temperature drops because no heat is being added to the system; this is known as adiabatic expansion and results in steam entering the cylinder at high temperature and leaving at lower temperature. This causes a cycle of heating and cooling of the cylinder with every stroke, which is a source of inefficiency.[56]
|
100 |
+
|
101 |
+
The dominant efficiency loss in reciprocating steam engines is cylinder condensation and re-evaporation. The steam cylinder and adjacent metal parts/ports operate at a temperature about halfway between the steam admission saturation temperature and the saturation temperature corresponding to the exhaust pressure. As high-pressure steam is admitted into the working cylinder, much of the high-temperature steam is condensed as water droplets onto the metal surfaces, significantly reducing the steam available for expansive work. When the expanding steam reaches low pressure (especially during the exhaust stroke), the previously deposited water droplets that had just been formed within the cylinder/ports now boil away (re-evaporation) and this steam does no further work in the cylinder.[citation needed]
|
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+
|
103 |
+
There are practical limits on the expansion ratio of a steam engine cylinder, as increasing cylinder surface area tends to exacerbate the cylinder condensation and re-evaporation issues. This negates the theoretical advantages associated with a high ratio of expansion in an individual cylinder.[57]
|
104 |
+
|
105 |
+
A method to lessen the magnitude of energy loss to a very long cylinder was invented in 1804 by British engineer Arthur Woolf, who patented his Woolf high-pressure compound engine in 1805. In the compound engine, high-pressure steam from the boiler expands in a high-pressure (HP) cylinder and then enters one or more subsequent lower-pressure (LP) cylinders. The complete expansion of the steam now occurs across multiple cylinders, with the overall temperature drop within each cylinder reduced considerably. By expanding the steam in steps with smaller temperature range (within each cylinder) the condensation and re-evaporation efficiency issue (described above) is reduced. This reduces the magnitude of cylinder heating and cooling, increasing the efficiency of the engine. By staging the expansion in multiple cylinders, variations of torque can be reduced.[17] To derive equal work from lower-pressure cylinder requires a larger cylinder volume as this steam occupies a greater volume. Therefore, the bore, and in rare cases the stroke, are increased in low-pressure cylinders, resulting in larger cylinders.[17]
|
106 |
+
|
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+
Double-expansion (usually known as compound) engines expanded the steam in two stages. The pairs may be duplicated or the work of the large low-pressure cylinder can be split with one high-pressure cylinder exhausting into one or the other, giving a three-cylinder layout where cylinder and piston diameter are about the same, making the reciprocating masses easier to balance.[17]
|
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|
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Two-cylinder compounds can be arranged as:
|
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|
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With two-cylinder compounds used in railway work, the pistons are connected to the cranks as with a two-cylinder simple at 90° out of phase with each other (quartered). When the double-expansion group is duplicated, producing a four-cylinder compound, the individual pistons within the group are usually balanced at 180°, the groups being set at 90° to each other. In one case (the first type of Vauclain compound), the pistons worked in the same phase driving a common crosshead and crank, again set at 90° as for a two-cylinder engine. With the three-cylinder compound arrangement, the LP cranks were either set at 90° with the HP one at 135° to the other two, or in some cases, all three cranks were set at 120°.[citation needed]
|
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+
|
113 |
+
The adoption of compounding was common for industrial units, for road engines and almost universal for marine engines after 1880; it was not universally popular in railway locomotives where it was often perceived as complicated. This is partly due to the harsh railway operating environment and limited space afforded by the loading gauge (particularly in Britain, where compounding was never common and not employed after 1930). However, although never in the majority, it was popular in many other countries.[58]
|
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|
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|
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|
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It is a logical extension of the compound engine (described above) to split the expansion into yet more stages to increase efficiency. The result is the multiple-expansion engine. Such engines use either three or four expansion stages and are known as triple- and quadruple-expansion engines respectively. These engines use a series of cylinders of progressively increasing diameter. These cylinders are designed to divide the work into equal shares for each expansion stage. As with the double-expansion engine, if space is at a premium, then two smaller cylinders may be used for the low-pressure stage. Multiple-expansion engines typically had the cylinders arranged inline, but various other formations were used. In the late 19th century, the Yarrow-Schlick-Tweedy balancing "system" was used on some marine triple-expansion engines. Y-S-T engines divided the low-pressure expansion stages between two cylinders, one at each end of the engine. This allowed the crankshaft to be better balanced, resulting in a smoother, faster-responding engine which ran with less vibration. This made the four-cylinder triple-expansion engine popular with large passenger liners (such as the Olympic class), but this was ultimately replaced by the virtually vibration-free turbine engine.[citation needed] It is noted, however, that triple-expansion reciprocating steam engines were used to drive the World War II Liberty ships, by far the largest number of identical ships ever built. Over 2700 ships were built, in the United States, from a British original design.[citation needed]
|
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|
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The image in this section shows an animation of a triple-expansion engine. The steam travels through the engine from left to right. The valve chest for each of the cylinders is to the left of the corresponding cylinder.[citation needed]
|
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+
|
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+
Land-based steam engines could exhaust their steam to atmosphere, as feed water was usually readily available. Prior to and during World War I, the expansion engine dominated marine applications, where high vessel speed was not essential. It was, however, superseded by the British invention steam turbine where speed was required, for instance in warships, such as the dreadnought battleships, and ocean liners. HMS Dreadnought of 1905 was the first major warship to replace the proven technology of the reciprocating engine with the then-novel steam turbine.[59]
|
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|
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In most reciprocating piston engines, the steam reverses its direction of flow at each stroke (counterflow), entering and exhausting from the same end of the cylinder. The complete engine cycle occupies one rotation of the crank and two piston strokes; the cycle also comprises four events – admission, expansion, exhaust, compression. These events are controlled by valves often working inside a steam chest adjacent to the cylinder; the valves distribute the steam by opening and closing steam ports communicating with the cylinder end(s) and are driven by valve gear, of which there are many types.[citation needed]
|
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|
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The simplest valve gears give events of fixed length during the engine cycle and often make the engine rotate in only one direction. Many however have a reversing mechanism which additionally can provide means for saving steam as speed and momentum are gained by gradually "shortening the cutoff" or rather, shortening the admission event; this in turn proportionately lengthens the expansion period. However, as one and the same valve usually controls both steam flows, a short cutoff at admission adversely affects the exhaust and compression periods which should ideally always be kept fairly constant; if the exhaust event is too brief, the totality of the exhaust steam cannot evacuate the cylinder, choking it and giving excessive compression ("kick back").[60]
|
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|
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In the 1840s and 1850s, there were attempts to overcome this problem by means of various patent valve gears with a separate, variable cutoff expansion valve riding on the back of the main slide valve; the latter usually had fixed or limited cutoff. The combined setup gave a fair approximation of the ideal events, at the expense of increased friction and wear, and the mechanism tended to be complicated. The usual compromise solution has been to provide lap by lengthening rubbing surfaces of the valve in such a way as to overlap the port on the admission side, with the effect that the exhaust side remains open for a longer period after cut-off on the admission side has occurred. This expedient has since been generally considered satisfactory for most purposes and makes possible the use of the simpler Stephenson, Joy and Walschaerts motions. Corliss, and later, poppet valve gears had separate admission and exhaust valves driven by trip mechanisms or cams profiled so as to give ideal events; most of these gears never succeeded outside of the stationary marketplace due to various other issues including leakage and more delicate mechanisms.[58][61]
|
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Before the exhaust phase is quite complete, the exhaust side of the valve closes, shutting a portion of the exhaust steam inside the cylinder. This determines the compression phase where a cushion of steam is formed against which the piston does work whilst its velocity is rapidly decreasing; it moreover obviates the pressure and temperature shock, which would otherwise be caused by the sudden admission of the high-pressure steam at the beginning of the following cycle.[citation needed]
|
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The above effects are further enhanced by providing lead: as was later discovered with the internal combustion engine, it has been found advantageous since the late 1830s to advance the admission phase, giving the valve lead so that admission occurs a little before the end of the exhaust stroke in order to fill the clearance volume comprising the ports and the cylinder ends (not part of the piston-swept volume) before the steam begins to exert effort on the piston.[62]
|
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|
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Uniflow engines attempt to remedy the difficulties arising from the usual counterflow cycle where, during each stroke, the port and the cylinder walls will be cooled by the passing exhaust steam, whilst the hotter incoming admission steam will waste some of its energy in restoring the working temperature. The aim of the uniflow is to remedy this defect and improve efficiency by providing an additional port uncovered by the piston at the end of each stroke making the steam flow only in one direction. By this means, the simple-expansion uniflow engine gives efficiency equivalent to that of classic compound systems with the added advantage of superior part-load performance, and comparable efficiency to turbines for smaller engines below one thousand horsepower. However, the thermal expansion gradient uniflow engines produce along the cylinder wall gives practical difficulties.[citation needed].
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A steam turbine consists of one or more rotors (rotating discs) mounted on a drive shaft, alternating with a series of stators (static discs) fixed to the turbine casing. The rotors have a propeller-like arrangement of blades at the outer edge. Steam acts upon these blades, producing rotary motion. The stator consists of a similar, but fixed, series of blades that serve to redirect the steam flow onto the next rotor stage. A steam turbine often exhausts into a surface condenser that provides a vacuum. The stages of a steam turbine are typically arranged to extract the maximum potential work from a specific velocity and pressure of steam, giving rise to a series of variably sized high- and low-pressure stages. Turbines are only efficient if they rotate at relatively high speed, therefore they are usually connected to reduction gearing to drive lower speed applications, such as a ship's propeller. In the vast majority of large electric generating stations, turbines are directly connected to generators with no reduction gearing. Typical speeds are 3600 revolutions per minute (RPM) in the United States with 60 Hertz power, and 3000 RPM in Europe and other countries with 50 Hertz electric power systems. In nuclear power applications, the turbines typically run at half these speeds, 1800 RPM and 1500 RPM. A turbine rotor is also only capable of providing power when rotating in one direction. Therefore, a reversing stage or gearbox is usually required where power is required in the opposite direction.[citation needed]
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Steam turbines provide direct rotational force and therefore do not require a linkage mechanism to convert reciprocating to rotary motion. Thus, they produce smoother rotational forces on the output shaft. This contributes to a lower maintenance requirement and less wear on the machinery they power than a comparable reciprocating engine.[citation needed]
|
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The main use for steam turbines is in electricity generation (in the 1990s about 90% of the world's electric production was by use of steam turbines)[2] however the recent widespread application of large gas turbine units and typical combined cycle power plants has resulted in reduction of this percentage to the 80% regime for steam turbines. In electricity production, the high speed of turbine rotation matches well with the speed of modern electric generators, which are typically direct connected to their driving turbines. In marine service, (pioneered on the Turbinia), steam turbines with reduction gearing (although the Turbinia has direct turbines to propellers with no reduction gearbox) dominated large ship propulsion throughout the late 20th century, being more efficient (and requiring far less maintenance) than reciprocating steam engines. In recent decades, reciprocating Diesel engines, and gas turbines, have almost entirely supplanted steam propulsion for marine applications.[citation needed]
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|
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Virtually all nuclear power plants generate electricity by heating water to provide steam that drives a turbine connected to an electrical generator. Nuclear-powered ships and submarines either use a steam turbine directly for main propulsion, with generators providing auxiliary power, or else employ turbo-electric transmission, where the steam drives a turbo generator set with propulsion provided by electric motors. A limited number of steam turbine railroad locomotives were manufactured. Some non-condensing direct-drive locomotives did meet with some success for long haul freight operations in Sweden and for express passenger work in Britain, but were not repeated. Elsewhere, notably in the United States, more advanced designs with electric transmission were built experimentally, but not reproduced. It was found that steam turbines were not ideally suited to the railroad environment and these locomotives failed to oust the classic reciprocating steam unit in the way that modern diesel and electric traction has done.[citation needed]
|
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|
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An oscillating cylinder steam engine is a variant of the simple expansion steam engine which does not require valves to direct steam into and out of the cylinder. Instead of valves, the entire cylinder rocks, or oscillates, such that one or more holes in the cylinder line up with holes in a fixed port face or in the pivot mounting (trunnion). These engines are mainly used in toys and models, because of their simplicity, but have also been used in full-size working engines, mainly on ships where their compactness is valued.[citation needed]
|
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|
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It is possible to use a mechanism based on a pistonless rotary engine such as the Wankel engine in place of the cylinders and valve gear of a conventional reciprocating steam engine. Many such engines have been designed, from the time of James Watt to the present day, but relatively few were actually built and even fewer went into quantity production; see link at bottom of article for more details. The major problem is the difficulty of sealing the rotors to make them steam-tight in the face of wear and thermal expansion; the resulting leakage made them very inefficient. Lack of expansive working, or any means of control of the cutoff, is also a serious problem with many such designs.[citation needed]
|
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|
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By the 1840s, it was clear that the concept had inherent problems and rotary engines were treated with some derision in the technical press. However, the arrival of electricity on the scene, and the obvious advantages of driving a dynamo directly from a high-speed engine, led to something of a revival in interest in the 1880s and 1890s, and a few designs had some limited success.[citation needed].
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Of the few designs that were manufactured in quantity, those of the Hult Brothers Rotary Steam Engine Company of Stockholm, Sweden, and the spherical engine of Beauchamp Tower are notable. Tower's engines were used by the Great Eastern Railway to drive lighting dynamos on their locomotives, and by the Admiralty for driving dynamos on board the ships of the Royal Navy. They were eventually replaced in these niche applications by steam turbines.[citation needed]
|
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The aeolipile represents the use of steam by the rocket-reaction principle, although not for direct propulsion.[citation needed]
|
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In more modern times there has been limited use of steam for rocketry – particularly for rocket cars. Steam rocketry works by filling a pressure vessel with hot water at high pressure and opening a valve leading to a suitable nozzle. The drop in pressure immediately boils some of the water and the steam leaves through a nozzle, creating a propulsive force.[63]
|
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|
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Ferdinand Verbiest's carriage was powered by an aeolipile in 1679.[citation needed]
|
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Steam engines possess boilers and other components that are pressure vessels that contain a great deal of potential energy. Steam escapes and boiler explosions (typically BLEVEs) can and have in the past caused great loss of life. While variations in standards may exist in different countries, stringent legal, testing, training, care with manufacture, operation and certification is applied to ensure safety.[citation needed]
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Failure modes may include:
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Steam engines frequently possess two independent mechanisms for ensuring that the pressure in the boiler does not go too high; one may be adjusted by the user, the second is typically designed as an ultimate fail-safe. Such safety valves traditionally used a simple lever to restrain a plug valve in the top of a boiler. One end of the lever carried a weight or spring that restrained the valve against steam pressure. Early valves could be adjusted by engine drivers, leading to many accidents when a driver fastened the valve down to allow greater steam pressure and more power from the engine. The more recent type of safety valve uses an adjustable spring-loaded valve, which is locked such that operators may not tamper with its adjustment unless a seal is illegally broken. This arrangement is considerably safer.[citation needed]
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Lead fusible plugs may be present in the crown of the boiler's firebox. If the water level drops, such that the temperature of the firebox crown increases significantly, the lead melts and the steam escapes, warning the operators, who may then manually suppress the fire. Except in the smallest of boilers the steam escape has little effect on dampening the fire. The plugs are also too small in area to lower steam pressure significantly, depressurizing the boiler. If they were any larger, the volume of escaping steam would itself endanger the crew.[citation needed]
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The Rankine cycle is the fundamental thermodynamic underpinning of the steam engine. The cycle is an arrangement of components as is typically used for simple power production, and utilizes the phase change of water (boiling water producing steam, condensing exhaust steam, producing liquid water)) to provide a practical heat/power conversion system. The heat is supplied externally to a closed loop with some of the heat added being converted to work and the waste heat being removed in a condenser. The Rankine cycle is used in virtually all steam power production applications. In the 1990s, Rankine steam cycles generated about 90% of all electric power used throughout the world, including virtually all solar, biomass, coal and nuclear power plants. It is named after William John Macquorn Rankine, a Scottish polymath.[citation needed]
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The Rankine cycle is sometimes referred to as a practical Carnot cycle because, when an efficient turbine is used, the TS diagram begins to resemble the Carnot cycle. The main difference is that heat addition (in the boiler) and rejection (in the condenser) are isobaric (constant pressure) processes in the Rankine cycle and isothermal (constant temperature) processes in the theoretical Carnot cycle. In this cycle, a pump is used to pressurize the working fluid which is received from the condenser as a liquid not as a gas. Pumping the working fluid in liquid form during the cycle requires a small fraction of the energy to transport it compared to the energy needed to compress the working fluid in gaseous form in a compressor (as in the Carnot cycle). The cycle of a reciprocating steam engine differs from that of turbines because of condensation and re-evaporation occurring in the cylinder or in the steam inlet passages.[56]
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The working fluid in a Rankine cycle can operate as a closed loop system, where the working fluid is recycled continuously, or may be an "open loop" system, where the exhaust steam is directly released to the atmosphere, and a separate source of water feeding the boiler is supplied. Normally water is the fluid of choice due to its favourable properties, such as non-toxic and unreactive chemistry, abundance, low cost, and its thermodynamic properties. Mercury is the working fluid in the mercury vapor turbine. Low boiling hydrocarbons can be used in a binary cycle.[citation needed]
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The steam engine contributed much to the development of thermodynamic theory; however, the only applications of scientific theory that influenced the steam engine were the original concepts of harnessing the power of steam and atmospheric pressure and knowledge of properties of heat and steam. The experimental measurements made by Watt on a model steam engine led to the development of the separate condenser. Watt independently discovered latent heat, which was confirmed by the original discoverer Joseph Black, who also advised Watt on experimental procedures. Watt was also aware of the change in the boiling point of water with pressure. Otherwise, the improvements to the engine itself were more mechanical in nature.[13] The thermodynamic concepts of the Rankine cycle did give engineers the understanding needed to calculate efficiency which aided the development of modern high-pressure and -temperature boilers and the steam turbine.[citation needed]
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The efficiency of an engine cycle can be calculated by dividing the energy output of mechanical work that the engine produces by the energy put into the engine by the burning fuel.[citation needed]
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The historical measure of a steam engine's energy efficiency was its "duty". The concept of duty was first introduced by Watt in order to illustrate how much more efficient his engines were over the earlier Newcomen designs. Duty is the number of foot-pounds of work delivered by burning one bushel (94 pounds) of coal. The best examples of Newcomen designs had a duty of about 7 million, but most were closer to 5 million. Watt's original low-pressure designs were able to deliver duty as high as 25 million, but averaged about 17. This was a three-fold improvement over the average Newcomen design. Early Watt engines equipped with high-pressure steam improved this to 65 million.[64]
|
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|
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No heat engine can be more efficient than the Carnot cycle, in which heat is moved from a high-temperature reservoir to one at a low temperature, and the efficiency depends on the temperature difference. For the greatest efficiency, steam engines should be operated at the highest steam temperature possible (superheated steam), and release the waste heat at the lowest temperature possible.[citation needed]
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The efficiency of a Rankine cycle is usually limited by the working fluid. Without the pressure reaching supercritical levels for the working fluid, the temperature range over which the cycle can operate is small; in steam turbines, turbine entry temperatures are typically 565 °C (the creep limit of stainless steel) and condenser temperatures are around 30 °C. This gives a theoretical Carnot efficiency of about 63% compared with an actual efficiency of 42% for a modern coal-fired power station. This low turbine entry temperature (compared with a gas turbine) is why the Rankine cycle is often used as a bottoming cycle in combined-cycle gas turbine power stations.[citation needed]
|
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|
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One principal advantage the Rankine cycle holds over others is that during the compression stage relatively little work is required to drive the pump, the working fluid being in its liquid phase at this point. By condensing the fluid, the work required by the pump consumes only 1% to 3% of the turbine (or reciprocating engine) power and contributes to a much higher efficiency for a real cycle. The benefit of this is lost somewhat due to the lower heat addition temperature. Gas turbines, for instance, have turbine entry temperatures approaching 1500 °C. Nonetheless, the efficiencies of actual large steam cycles and large modern simple cycle gas turbines are fairly well matched.[citation needed]
|
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|
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In practice, a reciprocating steam engine cycle exhausting the steam to atmosphere will typically have an efficiency (including the boiler) in the range of 1–10%, but with the addition of a condenser, Corliss valves, multiple expansion, and high steam pressure/temperature, it may be greatly improved, historically into the range of 10–20%, and very rarely slightly higher.[citation needed]
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A modern, large electrical power station (producing several hundred megawatts of electrical output) with steam reheat, economizer etc. will achieve efficiency in the mid 40% range, with the most efficient units approaching 50% thermal efficiency.[citation needed]
|
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It is also possible to capture the waste heat using cogeneration in which the waste heat is used for heating a lower boiling point working fluid or as a heat source for district heating via saturated low-pressure steam.[citation needed]
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|
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A steam locomotive – a GNR N2 Class No.1744 at Weybourne nr. Sheringham, Norfolk
|
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|
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A steam-powered bicycle by John van de Riet, in Dortmund
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British horse-drawn fire engine with steam-powered water pump
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A steam engine is a heat engine that performs mechanical work using steam as its working fluid. The steam engine uses the force produced by steam pressure to push a piston back and forth inside a cylinder. This pushing force is transformed, by a connecting rod and flywheel, into rotational force for work. The term "steam engine" is generally applied only to reciprocating engines as just described, not to the steam turbine.
|
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Steam engines are external combustion engines,[1] where the working fluid is separated from the combustion products. The ideal thermodynamic cycle used to analyze this process is called the Rankine cycle.
|
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+
|
7 |
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In general usage, the term steam engine can refer to either complete steam plants (including boilers etc.) such as railway steam locomotives and portable engines, or may refer to the piston or turbine machinery alone, as in the beam engine and stationary steam engine.
|
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|
9 |
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Steam-driven devices were known as early as the aeolipile in the first century AD, with a few other uses recorded in the 16th and 17th century. Thomas Savery's dewatering pump used steam pressure operating directly on the water. The first commercially successful engine that could transmit continuous power to a machine was developed in 1712 by Thomas Newcomen. James Watt made a critical improvement by removing spent steam to a separate vessel for condensation, greatly improving the amount of work obtained per unit of fuel consumed. By the 19th century, stationary steam engines powered the factories of the Industrial Revolution. Steam engines replaced sail for ships, and steam locomotives operated on the railways.
|
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|
11 |
+
Reciprocating piston type steam engines were the dominant source of power until the early 20th century, when advances in the design of electric motors and internal combustion engines gradually resulted in the replacement of reciprocating (piston) steam engines in commercial usage. Steam turbines replaced reciprocating engines in power generation, due to lower cost, higher operating speed, and higher efficiency.[2]
|
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|
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The first recorded rudimentary steam-powered "engine" was the aeolipile described by Hero of Alexandria, a mathematician and engineer in Roman Egypt in the first century AD.[3] In the following centuries, the few steam-powered "engines" known were, like the aeolipile,[4] essentially experimental devices used by inventors to demonstrate the properties of steam. A rudimentary steam turbine device was described by Taqi al-Din[5] in Ottoman Egypt in 1551 and by Giovanni Branca[6] in Italy in 1629.[7] Jerónimo de Ayanz y Beaumont received patents in 1606 for 50 steam-powered inventions, including a water pump for draining inundated mines.[8] Denis Papin, a Huguenot refugee, did some useful work on the steam digester in 1679, and first used a piston to raise weights in 1690.[9]
|
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+
|
15 |
+
The first commercial steam-powered device was a water pump, developed in 1698 by Thomas Savery.[10] It used condensing steam to create a vacuum which raised water from below and then used steam pressure to raise it higher. Small engines were effective though larger models were problematic. They had a limited lift height and were prone to boiler explosions. Savery's engine was used in mines, pumping stations and supplying water to water wheels that powered textile machinery.[11] Savery's engine was of low cost. Bento de Moura Portugal introduced an improvement of Savery's construction "to render it capable of working itself", as described by John Smeaton in the Philosophical Transactions published in 1751.[12] It continued to be manufactured until the late 18th century.[13] One engine was still known to be operating in 1820.[14]
|
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+
|
17 |
+
The first commercially successful engine that could transmit continuous power to a machine was the atmospheric engine, invented by Thomas Newcomen around 1712.[b][16] It improved on Savery's steam pump, using a piston as proposed by Papin. Newcomen's engine was relatively inefficient, and mostly used for pumping water. It worked by creating a partial vacuum by condensing steam under a piston within a cylinder. It was employed for draining mine workings at depths hitherto impossible, and for providing reusable water for driving waterwheels at factories sited away from a suitable "head". Water that passed over the wheel was pumped up into a storage reservoir above the wheel.[17][18]
|
18 |
+
In 1780 James Pickard patented the use of a flywheel and crankshaft to provide rotative motion from an improved Newcomen engine.[19]
|
19 |
+
|
20 |
+
In 1720 Jacob Leupold described a two-cylinder high-pressure steam engine.[20] The invention was published in his major work "Theatri Machinarum Hydraulicarum".[21] The engine used two heavy pistons to provide motion to a water pump. Each piston was raised by the steam pressure and returned to its original position by gravity. The two pistons shared a common four-way rotary valve connected directly to a steam boiler.
|
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+
|
22 |
+
The next major step occurred when James Watt developed (1763–1775) an improved version of Newcomen's engine, with a separate condenser. Boulton and Watt's early engines used half as much coal as John Smeaton's improved version of Newcomen's.[22] Newcomen's and Watt's early engines were "atmospheric". They were powered by air pressure pushing a piston into the partial vacuum generated by condensing steam, instead of the pressure of expanding steam. The engine cylinders had to be large because the only usable force acting on them was atmospheric pressure.[17][23]
|
23 |
+
|
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+
Watt developed his engine further, modifying it to provide a rotary motion suitable for driving machinery. This enabled factories to be sited away from rivers, and accelerated the pace of the Industrial Revolution.[23][17][24]
|
25 |
+
|
26 |
+
The meaning of high pressure, together with an actual value above ambient, depends on the era in which the term was used. For early use of the term Van Reimsdijk[25] refers to steam being at a sufficiently high pressure that it could be exhausted to atmosphere without reliance on a vacuum to enable it to perform useful work. Ewing 1894, p. 22 states that Watt's condensing engines were known, at the time, as low pressure compared to high pressure, non-condensing engines of the same period.
|
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+
|
28 |
+
Watt's patent prevented others from making high pressure and compound engines. Shortly after Watt's patent expired in 1800, Richard Trevithick and, separately, Oliver Evans in 1801[24][26] introduced engines using high-pressure steam; Trevithick obtained his high-pressure engine patent in 1802,[27] and Evans had made several working models before then.[28] These were much more powerful for a given cylinder size than previous engines and could be made small enough for transport applications. Thereafter, technological developments and improvements in manufacturing techniques (partly brought about by the adoption of the steam engine as a power source) resulted in the design of more efficient engines that could be smaller, faster, or more powerful, depending on the intended application.[17]
|
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+
|
30 |
+
The Cornish engine was developed by Trevithick and others in the 1810s.[29] It was a compound cycle engine that used high-pressure steam expansively, then condensed the low-pressure steam, making it relatively efficient. The Cornish engine had irregular motion and torque though the cycle, limiting it mainly to pumping. Cornish engines were used in mines and for water supply until the late 19th century.[30]
|
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+
|
32 |
+
Early builders of stationary steam engines considered that horizontal cylinders would be subject to excessive wear. Their engines were therefore arranged with the piston axis vertical. In time the horizontal arrangement became more popular, allowing compact, but powerful engines to be fitted in smaller spaces.
|
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+
|
34 |
+
The acme of the horizontal engine was the Corliss steam engine, patented in 1849, which was a four-valve counter flow engine with separate steam admission and exhaust valves and automatic variable steam cutoff. When Corliss was given the Rumford Medal, the committee said that "no one invention since Watt's time has so enhanced the efficiency of the steam engine".[31] In addition to using 30% less steam, it provided more uniform speed due to variable steam cut off, making it well suited to manufacturing, especially cotton spinning.[17][24]
|
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|
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+
The first experimental road-going steam-powered vehicles were built in the late 18th century, but it was not until after Richard Trevithick had developed the use of high-pressure steam, around 1800, that mobile steam engines became a practical proposition. The first half of the 19th century saw great progress in steam vehicle design, and by the 1850s it was becoming viable to produce them on a commercial basis. This progress was dampened by legislation which limited or prohibited the use of steam-powered vehicles on roads. Improvements in vehicle technology continued from the 1860s to the 1920s. Steam road vehicles were used for many applications. In the 20th century, the rapid development of internal combustion engine technology led to the demise of the steam engine as a source of propulsion of vehicles on a commercial basis, with relatively few remaining in use beyond the Second World War. Many of these vehicles were acquired by enthusiasts for preservation, and numerous examples are still in existence. In the 1960s, the air pollution problems in California gave rise to a brief period of interest in developing and studying steam-powered vehicles as a possible means of reducing the pollution. Apart from interest by steam enthusiasts, the occasional replica vehicle, and experimental technology, no steam vehicles are in production at present.
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|
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Near the end of the 19th century, compound engines came into widespread use. Compound engines exhausted steam into successively larger cylinders to accommodate the higher volumes at reduced pressures, giving improved efficiency. These stages were called expansions, with double- and triple-expansion engines being common, especially in shipping where efficiency was important to reduce the weight of coal carried.[17] Steam engines remained the dominant source of power until the early 20th century, when advances in the design of the steam turbine, electric motors and internal combustion engines gradually resulted in the replacement of reciprocating (piston) steam engines, with shipping in the 20th-century relying upon the steam turbine.[17][2]
|
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+
|
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+
As the development of steam engines progressed through the 18th century, various attempts were made to apply them to road and railway use.[32] In 1784, William Murdoch, a Scottish inventor, built a prototype steam road locomotive.[33] An early working model of a steam rail locomotive was designed and constructed by steamboat pioneer John Fitch in the United States probably during the 1780s or 1790s.[34]
|
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His steam locomotive used interior bladed wheels guided by rails or tracks.
|
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+
|
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+
The first full-scale working railway steam locomotive was built by Richard Trevithick in the United Kingdom and, on 21 February 1804, the world's first railway journey took place as Trevithick's unnamed steam locomotive hauled a train along the tramway from the Pen-y-darren ironworks, near Merthyr Tydfil to Abercynon in south Wales.[32][35][36] The design incorporated a number of important innovations that included using high-pressure steam which reduced the weight of the engine and increased its efficiency. Trevithick visited the Newcastle area later in 1804 and the colliery railways in north-east England became the leading centre for experimentation and development of steam locomotives.[37]
|
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|
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+
Trevithick continued his own experiments using a trio of locomotives, concluding with the Catch Me Who Can in 1808. Only four years later, the successful twin-cylinder locomotive Salamanca by Matthew Murray was used by the edge railed rack and pinion Middleton Railway.[38] In 1825 George Stephenson built the Locomotion for the Stockton and Darlington Railway. This was the first public steam railway in the world and then in 1829, he built The Rocket which was entered in and won the Rainhill Trials.[39] The Liverpool and Manchester Railway opened in 1830 making exclusive use of steam power for both passenger and freight trains.
|
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+
|
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+
Steam locomotives continued to be manufactured until the late twentieth century in places such as China and the former East Germany (where the DR Class 52.80 was produced).[40]
|
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+
|
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+
The final major evolution of the steam engine design was the use of steam turbines starting in the late part of the 19th century. Steam turbines are generally more efficient than reciprocating piston type steam engines (for outputs above several hundred horsepower), have fewer moving parts, and provide rotary power directly instead of through a connecting rod system or similar means.[41] Steam turbines virtually replaced reciprocating engines in electricity generating stations early in the 20th century, where their efficiency, higher speed appropriate to generator service, and smooth rotation were advantages. Today most electric power is provided by steam turbines. In the United States, 90% of the electric power is produced in this way using a variety of heat sources.[2] Steam turbines were extensively applied for propulsion of large ships throughout most of the 20th century.
|
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+
|
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+
Although the reciprocating steam engine is no longer in widespread commercial use, various companies are exploring or exploiting the potential of the engine as an alternative to internal combustion engines. The company Energiprojekt AB in Sweden has made progress in using modern materials for harnessing the power of steam. The efficiency of Energiprojekt's steam engine reaches some 27–30% on high-pressure engines. It is a single-step, 5-cylinder engine (no compound) with superheated steam and consumes approx. 4 kg (8.8 lb) of steam per kWh.[42][failed verification]
|
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|
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+
There are two fundamental components of a steam plant: the boiler or steam generator, and the "motor unit", referred to itself as a "steam engine". Stationary steam engines in fixed buildings may have the boiler and engine in separate buildings some distance apart. For portable or mobile use, such as steam locomotives, the two are mounted together.[43][44]
|
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|
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+
The widely used reciprocating engine typically consisted of a cast-iron cylinder, piston, connecting rod and beam or a crank and flywheel, and miscellaneous linkages. Steam was alternately supplied and exhausted by one or more valves. Speed control was either automatic, using a governor, or by a manual valve. The cylinder casting contained steam supply and exhaust ports.
|
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|
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Engines equipped with a condenser are a separate type than those that exhaust to the atmosphere.
|
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|
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Other components are often present; pumps (such as an injector) to supply water to the boiler during operation, condensers to recirculate the water and recover the latent heat of vaporisation, and superheaters to raise the temperature of the steam above its saturated vapour point, and various mechanisms to increase the draft for fireboxes. When coal is used, a chain or screw stoking mechanism and its drive engine or motor may be included to move the fuel from a supply bin (bunker) to the firebox.[45]
|
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|
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The heat required for boiling the water and raising the temperature of the steam can be derived from various sources, most commonly from burning combustible materials with an appropriate supply of air in a closed space (e.g., combustion chamber, firebox, furnace). In the case of model or toy steam engines and a few full scale cases, the heat source can be an electric heating element.
|
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|
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+
Boilers are pressure vessels that contain water to be boiled, and features that transfer the heat to the water as effectively as possible.
|
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+
|
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The two most common types are:
|
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|
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Fire-tube boilers were the main type used for early high-pressure steam (typical steam locomotive practice), but they were to a large extent displaced by more economical water tube boilers in the late 19th century for marine propulsion and large stationary applications.
|
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|
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Many boilers raise the temperature of the steam after it has left that part of the boiler where it is in contact with the water. Known as superheating it turns 'wet steam' into 'superheated steam'. It avoids the steam condensing in the engine cylinders, and gives a significantly higher efficiency.[46][47]
|
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|
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In a steam engine, a piston or steam turbine or any other similar device for doing mechanical work takes a supply of steam at high pressure and temperature and gives out a supply of steam at lower pressure and temperature, using as much of the difference in steam energy as possible to do mechanical work.
|
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|
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These "motor units" are often called 'steam engines' in their own right. Engines using compressed air or other gases differ from steam engines only in details that depend on the nature of the gas although compressed air has been used in steam engines without change.[47]
|
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|
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As with all heat engines, the majority of primary energy must be emitted as waste heat at relatively low temperature.[48]
|
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|
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The simplest cold sink is to vent the steam to the environment. This is often used on steam locomotives to avoid the weight and bulk of condensers. Some of the released steam is vented up the chimney so as to increase the draw on the fire, which greatly increases engine power, but reduces efficiency.
|
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|
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Sometimes the waste heat from the engine is useful itself, and in those cases, very high overall efficiency can be obtained.
|
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|
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Steam engines in stationary power plants use surface condensers as a cold sink. The condensers are cooled by water flow from oceans, rivers, lakes, and often by cooling towers which evaporate water to provide cooling energy removal. The resulting condensed hot water (condensate), is then pumped back up to pressure and sent back to the boiler. A dry-type cooling tower is similar to an automobile radiator and is used in locations where water is costly. Waste heat can also be ejected by evaporative (wet) cooling towers, which use a secondary external water circuit that evaporates some of flow to the air.
|
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|
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River boats initially used a jet condenser in which cold water from the river is injected into the exhaust steam from the engine. Cooling water and condensate mix. While this was also applied for sea-going vessels, generally after only a few days of operation the boiler would become coated with deposited salt, reducing performance and increasing the risk of a boiler explosion. Starting about 1834, the use of surface condensers on ships eliminated fouling of the boilers, and improved engine efficiency.[49]
|
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Evaporated water cannot be used for subsequent purposes (other than rain somewhere), whereas river water can be re-used. In all cases, the steam plant boiler feed water, which must be kept pure, is kept separate from the cooling water or air.
|
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Most steam engines have a means to supply boiler water whilst at pressure, so that they may be run continuously. Utility and industrial boilers commonly use multi-stage centrifugal pumps; however, other types are used. Another means of supplying lower-pressure boiler feed water is an injector, which uses a steam jet usually supplied from the boiler. Injectors became popular in the 1850s but are no longer widely used, except in applications such as steam locomotives.[50] It is the pressurization of the water that circulates through the steam boiler that allows the water to be raised to temperatures well above 100 °C (212 °F) boiling point of water at one atmospheric pressure, and by that means to increase the efficiency of the steam cycle.
|
88 |
+
|
89 |
+
For safety reasons, nearly all steam engines are equipped with mechanisms to monitor the boiler, such as a pressure gauge and a sight glass to monitor the water level.
|
90 |
+
|
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+
Many engines, stationary and mobile, are also fitted with a governor to regulate the speed of the engine without the need for human interference.
|
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|
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+
The most useful instrument for analyzing the performance of steam engines is the steam engine indicator. Early versions were in use by 1851,[51] but the most successful indicator was developed for the high speed engine inventor and manufacturer Charles Porter by Charles Richard and exhibited at London Exhibition in 1862.[24] The steam engine indicator traces on paper the pressure in the cylinder throughout the cycle, which can be used to spot various problems and calculate developed horsepower.[52] It was routinely used by engineers, mechanics and insurance inspectors. The engine indicator can also be used on internal combustion engines. See image of indicator diagram below (in Types of motor units section).
|
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+
|
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The centrifugal governor was adopted by James Watt for use on a steam engine in 1788 after Watt's partner Boulton saw one on the equipment of a flour mill Boulton & Watt were building.[53] The governor could not actually hold a set speed, because it would assume a new constant speed in response to load changes. The governor was able to handle smaller variations such as those caused by fluctuating heat load to the boiler. Also, there was a tendency for oscillation whenever there was a speed change. As a consequence, engines equipped only with this governor were not suitable for operations requiring constant speed, such as cotton spinning.[54] The governor was improved over time and coupled with variable steam cut off, good speed control in response to changes in load was attainable near the end of the 19th century.
|
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|
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In a simple engine, or "single expansion engine" the charge of steam passes through the entire expansion process in an individual cylinder, although a simple engine may have one or more individual cylinders.[55] It is then exhausted directly into the atmosphere or into a condenser. As steam expands in passing through a high-pressure engine, its temperature drops because no heat is being added to the system; this is known as adiabatic expansion and results in steam entering the cylinder at high temperature and leaving at lower temperature. This causes a cycle of heating and cooling of the cylinder with every stroke, which is a source of inefficiency.[56]
|
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|
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The dominant efficiency loss in reciprocating steam engines is cylinder condensation and re-evaporation. The steam cylinder and adjacent metal parts/ports operate at a temperature about halfway between the steam admission saturation temperature and the saturation temperature corresponding to the exhaust pressure. As high-pressure steam is admitted into the working cylinder, much of the high-temperature steam is condensed as water droplets onto the metal surfaces, significantly reducing the steam available for expansive work. When the expanding steam reaches low pressure (especially during the exhaust stroke), the previously deposited water droplets that had just been formed within the cylinder/ports now boil away (re-evaporation) and this steam does no further work in the cylinder.[citation needed]
|
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+
|
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There are practical limits on the expansion ratio of a steam engine cylinder, as increasing cylinder surface area tends to exacerbate the cylinder condensation and re-evaporation issues. This negates the theoretical advantages associated with a high ratio of expansion in an individual cylinder.[57]
|
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|
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A method to lessen the magnitude of energy loss to a very long cylinder was invented in 1804 by British engineer Arthur Woolf, who patented his Woolf high-pressure compound engine in 1805. In the compound engine, high-pressure steam from the boiler expands in a high-pressure (HP) cylinder and then enters one or more subsequent lower-pressure (LP) cylinders. The complete expansion of the steam now occurs across multiple cylinders, with the overall temperature drop within each cylinder reduced considerably. By expanding the steam in steps with smaller temperature range (within each cylinder) the condensation and re-evaporation efficiency issue (described above) is reduced. This reduces the magnitude of cylinder heating and cooling, increasing the efficiency of the engine. By staging the expansion in multiple cylinders, variations of torque can be reduced.[17] To derive equal work from lower-pressure cylinder requires a larger cylinder volume as this steam occupies a greater volume. Therefore, the bore, and in rare cases the stroke, are increased in low-pressure cylinders, resulting in larger cylinders.[17]
|
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|
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Double-expansion (usually known as compound) engines expanded the steam in two stages. The pairs may be duplicated or the work of the large low-pressure cylinder can be split with one high-pressure cylinder exhausting into one or the other, giving a three-cylinder layout where cylinder and piston diameter are about the same, making the reciprocating masses easier to balance.[17]
|
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|
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Two-cylinder compounds can be arranged as:
|
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|
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With two-cylinder compounds used in railway work, the pistons are connected to the cranks as with a two-cylinder simple at 90° out of phase with each other (quartered). When the double-expansion group is duplicated, producing a four-cylinder compound, the individual pistons within the group are usually balanced at 180°, the groups being set at 90° to each other. In one case (the first type of Vauclain compound), the pistons worked in the same phase driving a common crosshead and crank, again set at 90° as for a two-cylinder engine. With the three-cylinder compound arrangement, the LP cranks were either set at 90° with the HP one at 135° to the other two, or in some cases, all three cranks were set at 120°.[citation needed]
|
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|
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The adoption of compounding was common for industrial units, for road engines and almost universal for marine engines after 1880; it was not universally popular in railway locomotives where it was often perceived as complicated. This is partly due to the harsh railway operating environment and limited space afforded by the loading gauge (particularly in Britain, where compounding was never common and not employed after 1930). However, although never in the majority, it was popular in many other countries.[58]
|
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It is a logical extension of the compound engine (described above) to split the expansion into yet more stages to increase efficiency. The result is the multiple-expansion engine. Such engines use either three or four expansion stages and are known as triple- and quadruple-expansion engines respectively. These engines use a series of cylinders of progressively increasing diameter. These cylinders are designed to divide the work into equal shares for each expansion stage. As with the double-expansion engine, if space is at a premium, then two smaller cylinders may be used for the low-pressure stage. Multiple-expansion engines typically had the cylinders arranged inline, but various other formations were used. In the late 19th century, the Yarrow-Schlick-Tweedy balancing "system" was used on some marine triple-expansion engines. Y-S-T engines divided the low-pressure expansion stages between two cylinders, one at each end of the engine. This allowed the crankshaft to be better balanced, resulting in a smoother, faster-responding engine which ran with less vibration. This made the four-cylinder triple-expansion engine popular with large passenger liners (such as the Olympic class), but this was ultimately replaced by the virtually vibration-free turbine engine.[citation needed] It is noted, however, that triple-expansion reciprocating steam engines were used to drive the World War II Liberty ships, by far the largest number of identical ships ever built. Over 2700 ships were built, in the United States, from a British original design.[citation needed]
|
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|
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The image in this section shows an animation of a triple-expansion engine. The steam travels through the engine from left to right. The valve chest for each of the cylinders is to the left of the corresponding cylinder.[citation needed]
|
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|
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Land-based steam engines could exhaust their steam to atmosphere, as feed water was usually readily available. Prior to and during World War I, the expansion engine dominated marine applications, where high vessel speed was not essential. It was, however, superseded by the British invention steam turbine where speed was required, for instance in warships, such as the dreadnought battleships, and ocean liners. HMS Dreadnought of 1905 was the first major warship to replace the proven technology of the reciprocating engine with the then-novel steam turbine.[59]
|
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|
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In most reciprocating piston engines, the steam reverses its direction of flow at each stroke (counterflow), entering and exhausting from the same end of the cylinder. The complete engine cycle occupies one rotation of the crank and two piston strokes; the cycle also comprises four events – admission, expansion, exhaust, compression. These events are controlled by valves often working inside a steam chest adjacent to the cylinder; the valves distribute the steam by opening and closing steam ports communicating with the cylinder end(s) and are driven by valve gear, of which there are many types.[citation needed]
|
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|
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+
The simplest valve gears give events of fixed length during the engine cycle and often make the engine rotate in only one direction. Many however have a reversing mechanism which additionally can provide means for saving steam as speed and momentum are gained by gradually "shortening the cutoff" or rather, shortening the admission event; this in turn proportionately lengthens the expansion period. However, as one and the same valve usually controls both steam flows, a short cutoff at admission adversely affects the exhaust and compression periods which should ideally always be kept fairly constant; if the exhaust event is too brief, the totality of the exhaust steam cannot evacuate the cylinder, choking it and giving excessive compression ("kick back").[60]
|
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+
|
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+
In the 1840s and 1850s, there were attempts to overcome this problem by means of various patent valve gears with a separate, variable cutoff expansion valve riding on the back of the main slide valve; the latter usually had fixed or limited cutoff. The combined setup gave a fair approximation of the ideal events, at the expense of increased friction and wear, and the mechanism tended to be complicated. The usual compromise solution has been to provide lap by lengthening rubbing surfaces of the valve in such a way as to overlap the port on the admission side, with the effect that the exhaust side remains open for a longer period after cut-off on the admission side has occurred. This expedient has since been generally considered satisfactory for most purposes and makes possible the use of the simpler Stephenson, Joy and Walschaerts motions. Corliss, and later, poppet valve gears had separate admission and exhaust valves driven by trip mechanisms or cams profiled so as to give ideal events; most of these gears never succeeded outside of the stationary marketplace due to various other issues including leakage and more delicate mechanisms.[58][61]
|
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|
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Before the exhaust phase is quite complete, the exhaust side of the valve closes, shutting a portion of the exhaust steam inside the cylinder. This determines the compression phase where a cushion of steam is formed against which the piston does work whilst its velocity is rapidly decreasing; it moreover obviates the pressure and temperature shock, which would otherwise be caused by the sudden admission of the high-pressure steam at the beginning of the following cycle.[citation needed]
|
130 |
+
|
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+
The above effects are further enhanced by providing lead: as was later discovered with the internal combustion engine, it has been found advantageous since the late 1830s to advance the admission phase, giving the valve lead so that admission occurs a little before the end of the exhaust stroke in order to fill the clearance volume comprising the ports and the cylinder ends (not part of the piston-swept volume) before the steam begins to exert effort on the piston.[62]
|
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+
|
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+
Uniflow engines attempt to remedy the difficulties arising from the usual counterflow cycle where, during each stroke, the port and the cylinder walls will be cooled by the passing exhaust steam, whilst the hotter incoming admission steam will waste some of its energy in restoring the working temperature. The aim of the uniflow is to remedy this defect and improve efficiency by providing an additional port uncovered by the piston at the end of each stroke making the steam flow only in one direction. By this means, the simple-expansion uniflow engine gives efficiency equivalent to that of classic compound systems with the added advantage of superior part-load performance, and comparable efficiency to turbines for smaller engines below one thousand horsepower. However, the thermal expansion gradient uniflow engines produce along the cylinder wall gives practical difficulties.[citation needed].
|
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|
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A steam turbine consists of one or more rotors (rotating discs) mounted on a drive shaft, alternating with a series of stators (static discs) fixed to the turbine casing. The rotors have a propeller-like arrangement of blades at the outer edge. Steam acts upon these blades, producing rotary motion. The stator consists of a similar, but fixed, series of blades that serve to redirect the steam flow onto the next rotor stage. A steam turbine often exhausts into a surface condenser that provides a vacuum. The stages of a steam turbine are typically arranged to extract the maximum potential work from a specific velocity and pressure of steam, giving rise to a series of variably sized high- and low-pressure stages. Turbines are only efficient if they rotate at relatively high speed, therefore they are usually connected to reduction gearing to drive lower speed applications, such as a ship's propeller. In the vast majority of large electric generating stations, turbines are directly connected to generators with no reduction gearing. Typical speeds are 3600 revolutions per minute (RPM) in the United States with 60 Hertz power, and 3000 RPM in Europe and other countries with 50 Hertz electric power systems. In nuclear power applications, the turbines typically run at half these speeds, 1800 RPM and 1500 RPM. A turbine rotor is also only capable of providing power when rotating in one direction. Therefore, a reversing stage or gearbox is usually required where power is required in the opposite direction.[citation needed]
|
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|
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Steam turbines provide direct rotational force and therefore do not require a linkage mechanism to convert reciprocating to rotary motion. Thus, they produce smoother rotational forces on the output shaft. This contributes to a lower maintenance requirement and less wear on the machinery they power than a comparable reciprocating engine.[citation needed]
|
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|
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The main use for steam turbines is in electricity generation (in the 1990s about 90% of the world's electric production was by use of steam turbines)[2] however the recent widespread application of large gas turbine units and typical combined cycle power plants has resulted in reduction of this percentage to the 80% regime for steam turbines. In electricity production, the high speed of turbine rotation matches well with the speed of modern electric generators, which are typically direct connected to their driving turbines. In marine service, (pioneered on the Turbinia), steam turbines with reduction gearing (although the Turbinia has direct turbines to propellers with no reduction gearbox) dominated large ship propulsion throughout the late 20th century, being more efficient (and requiring far less maintenance) than reciprocating steam engines. In recent decades, reciprocating Diesel engines, and gas turbines, have almost entirely supplanted steam propulsion for marine applications.[citation needed]
|
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|
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Virtually all nuclear power plants generate electricity by heating water to provide steam that drives a turbine connected to an electrical generator. Nuclear-powered ships and submarines either use a steam turbine directly for main propulsion, with generators providing auxiliary power, or else employ turbo-electric transmission, where the steam drives a turbo generator set with propulsion provided by electric motors. A limited number of steam turbine railroad locomotives were manufactured. Some non-condensing direct-drive locomotives did meet with some success for long haul freight operations in Sweden and for express passenger work in Britain, but were not repeated. Elsewhere, notably in the United States, more advanced designs with electric transmission were built experimentally, but not reproduced. It was found that steam turbines were not ideally suited to the railroad environment and these locomotives failed to oust the classic reciprocating steam unit in the way that modern diesel and electric traction has done.[citation needed]
|
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|
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An oscillating cylinder steam engine is a variant of the simple expansion steam engine which does not require valves to direct steam into and out of the cylinder. Instead of valves, the entire cylinder rocks, or oscillates, such that one or more holes in the cylinder line up with holes in a fixed port face or in the pivot mounting (trunnion). These engines are mainly used in toys and models, because of their simplicity, but have also been used in full-size working engines, mainly on ships where their compactness is valued.[citation needed]
|
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|
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It is possible to use a mechanism based on a pistonless rotary engine such as the Wankel engine in place of the cylinders and valve gear of a conventional reciprocating steam engine. Many such engines have been designed, from the time of James Watt to the present day, but relatively few were actually built and even fewer went into quantity production; see link at bottom of article for more details. The major problem is the difficulty of sealing the rotors to make them steam-tight in the face of wear and thermal expansion; the resulting leakage made them very inefficient. Lack of expansive working, or any means of control of the cutoff, is also a serious problem with many such designs.[citation needed]
|
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|
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By the 1840s, it was clear that the concept had inherent problems and rotary engines were treated with some derision in the technical press. However, the arrival of electricity on the scene, and the obvious advantages of driving a dynamo directly from a high-speed engine, led to something of a revival in interest in the 1880s and 1890s, and a few designs had some limited success.[citation needed].
|
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|
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Of the few designs that were manufactured in quantity, those of the Hult Brothers Rotary Steam Engine Company of Stockholm, Sweden, and the spherical engine of Beauchamp Tower are notable. Tower's engines were used by the Great Eastern Railway to drive lighting dynamos on their locomotives, and by the Admiralty for driving dynamos on board the ships of the Royal Navy. They were eventually replaced in these niche applications by steam turbines.[citation needed]
|
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|
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The aeolipile represents the use of steam by the rocket-reaction principle, although not for direct propulsion.[citation needed]
|
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|
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In more modern times there has been limited use of steam for rocketry – particularly for rocket cars. Steam rocketry works by filling a pressure vessel with hot water at high pressure and opening a valve leading to a suitable nozzle. The drop in pressure immediately boils some of the water and the steam leaves through a nozzle, creating a propulsive force.[63]
|
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|
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Ferdinand Verbiest's carriage was powered by an aeolipile in 1679.[citation needed]
|
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Steam engines possess boilers and other components that are pressure vessels that contain a great deal of potential energy. Steam escapes and boiler explosions (typically BLEVEs) can and have in the past caused great loss of life. While variations in standards may exist in different countries, stringent legal, testing, training, care with manufacture, operation and certification is applied to ensure safety.[citation needed]
|
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|
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Failure modes may include:
|
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Steam engines frequently possess two independent mechanisms for ensuring that the pressure in the boiler does not go too high; one may be adjusted by the user, the second is typically designed as an ultimate fail-safe. Such safety valves traditionally used a simple lever to restrain a plug valve in the top of a boiler. One end of the lever carried a weight or spring that restrained the valve against steam pressure. Early valves could be adjusted by engine drivers, leading to many accidents when a driver fastened the valve down to allow greater steam pressure and more power from the engine. The more recent type of safety valve uses an adjustable spring-loaded valve, which is locked such that operators may not tamper with its adjustment unless a seal is illegally broken. This arrangement is considerably safer.[citation needed]
|
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Lead fusible plugs may be present in the crown of the boiler's firebox. If the water level drops, such that the temperature of the firebox crown increases significantly, the lead melts and the steam escapes, warning the operators, who may then manually suppress the fire. Except in the smallest of boilers the steam escape has little effect on dampening the fire. The plugs are also too small in area to lower steam pressure significantly, depressurizing the boiler. If they were any larger, the volume of escaping steam would itself endanger the crew.[citation needed]
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The Rankine cycle is the fundamental thermodynamic underpinning of the steam engine. The cycle is an arrangement of components as is typically used for simple power production, and utilizes the phase change of water (boiling water producing steam, condensing exhaust steam, producing liquid water)) to provide a practical heat/power conversion system. The heat is supplied externally to a closed loop with some of the heat added being converted to work and the waste heat being removed in a condenser. The Rankine cycle is used in virtually all steam power production applications. In the 1990s, Rankine steam cycles generated about 90% of all electric power used throughout the world, including virtually all solar, biomass, coal and nuclear power plants. It is named after William John Macquorn Rankine, a Scottish polymath.[citation needed]
|
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The Rankine cycle is sometimes referred to as a practical Carnot cycle because, when an efficient turbine is used, the TS diagram begins to resemble the Carnot cycle. The main difference is that heat addition (in the boiler) and rejection (in the condenser) are isobaric (constant pressure) processes in the Rankine cycle and isothermal (constant temperature) processes in the theoretical Carnot cycle. In this cycle, a pump is used to pressurize the working fluid which is received from the condenser as a liquid not as a gas. Pumping the working fluid in liquid form during the cycle requires a small fraction of the energy to transport it compared to the energy needed to compress the working fluid in gaseous form in a compressor (as in the Carnot cycle). The cycle of a reciprocating steam engine differs from that of turbines because of condensation and re-evaporation occurring in the cylinder or in the steam inlet passages.[56]
|
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The working fluid in a Rankine cycle can operate as a closed loop system, where the working fluid is recycled continuously, or may be an "open loop" system, where the exhaust steam is directly released to the atmosphere, and a separate source of water feeding the boiler is supplied. Normally water is the fluid of choice due to its favourable properties, such as non-toxic and unreactive chemistry, abundance, low cost, and its thermodynamic properties. Mercury is the working fluid in the mercury vapor turbine. Low boiling hydrocarbons can be used in a binary cycle.[citation needed]
|
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The steam engine contributed much to the development of thermodynamic theory; however, the only applications of scientific theory that influenced the steam engine were the original concepts of harnessing the power of steam and atmospheric pressure and knowledge of properties of heat and steam. The experimental measurements made by Watt on a model steam engine led to the development of the separate condenser. Watt independently discovered latent heat, which was confirmed by the original discoverer Joseph Black, who also advised Watt on experimental procedures. Watt was also aware of the change in the boiling point of water with pressure. Otherwise, the improvements to the engine itself were more mechanical in nature.[13] The thermodynamic concepts of the Rankine cycle did give engineers the understanding needed to calculate efficiency which aided the development of modern high-pressure and -temperature boilers and the steam turbine.[citation needed]
|
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The efficiency of an engine cycle can be calculated by dividing the energy output of mechanical work that the engine produces by the energy put into the engine by the burning fuel.[citation needed]
|
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The historical measure of a steam engine's energy efficiency was its "duty". The concept of duty was first introduced by Watt in order to illustrate how much more efficient his engines were over the earlier Newcomen designs. Duty is the number of foot-pounds of work delivered by burning one bushel (94 pounds) of coal. The best examples of Newcomen designs had a duty of about 7 million, but most were closer to 5 million. Watt's original low-pressure designs were able to deliver duty as high as 25 million, but averaged about 17. This was a three-fold improvement over the average Newcomen design. Early Watt engines equipped with high-pressure steam improved this to 65 million.[64]
|
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No heat engine can be more efficient than the Carnot cycle, in which heat is moved from a high-temperature reservoir to one at a low temperature, and the efficiency depends on the temperature difference. For the greatest efficiency, steam engines should be operated at the highest steam temperature possible (superheated steam), and release the waste heat at the lowest temperature possible.[citation needed]
|
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The efficiency of a Rankine cycle is usually limited by the working fluid. Without the pressure reaching supercritical levels for the working fluid, the temperature range over which the cycle can operate is small; in steam turbines, turbine entry temperatures are typically 565 °C (the creep limit of stainless steel) and condenser temperatures are around 30 °C. This gives a theoretical Carnot efficiency of about 63% compared with an actual efficiency of 42% for a modern coal-fired power station. This low turbine entry temperature (compared with a gas turbine) is why the Rankine cycle is often used as a bottoming cycle in combined-cycle gas turbine power stations.[citation needed]
|
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+
|
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+
One principal advantage the Rankine cycle holds over others is that during the compression stage relatively little work is required to drive the pump, the working fluid being in its liquid phase at this point. By condensing the fluid, the work required by the pump consumes only 1% to 3% of the turbine (or reciprocating engine) power and contributes to a much higher efficiency for a real cycle. The benefit of this is lost somewhat due to the lower heat addition temperature. Gas turbines, for instance, have turbine entry temperatures approaching 1500 °C. Nonetheless, the efficiencies of actual large steam cycles and large modern simple cycle gas turbines are fairly well matched.[citation needed]
|
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+
In practice, a reciprocating steam engine cycle exhausting the steam to atmosphere will typically have an efficiency (including the boiler) in the range of 1–10%, but with the addition of a condenser, Corliss valves, multiple expansion, and high steam pressure/temperature, it may be greatly improved, historically into the range of 10–20%, and very rarely slightly higher.[citation needed]
|
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A modern, large electrical power station (producing several hundred megawatts of electrical output) with steam reheat, economizer etc. will achieve efficiency in the mid 40% range, with the most efficient units approaching 50% thermal efficiency.[citation needed]
|
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+
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It is also possible to capture the waste heat using cogeneration in which the waste heat is used for heating a lower boiling point working fluid or as a heat source for district heating via saturated low-pressure steam.[citation needed]
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|
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A steam locomotive – a GNR N2 Class No.1744 at Weybourne nr. Sheringham, Norfolk
|
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|
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A steam-powered bicycle by John van de Riet, in Dortmund
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British horse-drawn fire engine with steam-powered water pump
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macOS (/ˌmækoʊˈɛs/;[8] previously Mac OS X and later OS X) is a series of proprietary graphical operating systems developed and marketed by Apple Inc. since 2001. It is the primary operating system for Apple's Mac computers. Within the market of desktop, laptop and home computers, and by web usage, it is the second most widely used desktop OS, after Microsoft Windows.[9][10]
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macOS is the second major series of Macintosh operating systems. The first is colloquially called the classic Mac OS, introduced in 1984, the final release of which was Mac OS 9 in 1999. The first desktop version, Mac OS X 10.0, was released in March 2001, with its first update, 10.1, arriving later that year. After this, Apple began naming its releases after big cats, which lasted until OS X 10.8 Mountain Lion. Since OS X 10.9 Mavericks, releases have been named after locations in California.[11] Apple shortened the name to "OS X" in 2012 and then changed it to "macOS" in 2016, adopting the nomenclature that they were using for their other operating systems, iOS, watchOS, and tvOS. The latest version is macOS Catalina, which was publicly released in October 2019.
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macOS is based on the Unix operating system and on technologies developed between 1985 and 1997 at NeXT, a company that Apple co-founder Steve Jobs created after leaving Apple in 1985. The "X" in Mac OS X and OS X is the Roman numeral for the number 10 and is pronounced as such. The X was a prominent part of the operating system's brand identity and marketing in its early years, but gradually receded in prominence since the release of Snow Leopard in 2009. In 2020, Apple incremented the major version number to 11 in macOS Big Sur, although it retains the same base as the previous versions of macOS. UNIX 03 certification was achieved for the Intel version of Mac OS X 10.5 Leopard[12] and all releases from Mac OS X 10.6 Snow Leopard up to the current version also have UNIX 03 certification.[13] macOS shares its Unix-based core, named Darwin, and many of its frameworks with Apple's other operating systems.[14]
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Releases of Mac OS X from 1999 to 2005 ran on the PowerPC-based Macs of that period. After Apple announced that they were switching to Intel CPUs from 2006 onwards, versions were released for Intel-based Macs with 32-bit and currently 64-bit processors. Versions from macOS 11 (2020) will support both 64-bit Intel and future Macs running 64-bit ARM processors.
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The heritage of what would become macOS had originated at NeXT, a company founded by Steve Jobs following his departure from Apple in 1985. There, the Unix-like NeXTSTEP operating system was developed, and then launched in 1989. The kernel of NeXTSTEP is based upon the Mach kernel, which was originally developed at Carnegie Mellon University, with additional kernel layers and low-level user space code derived from parts of BSD. Its graphical user interface was built on top of an object-oriented GUI toolkit using the Objective-C programming language.
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Throughout the early 1990s, Apple had tried to create a "next-generation" OS to succeed its classic Mac OS through the Taligent, Copland and Gershwin projects, but all were eventually abandoned.[15] This led Apple to purchase NeXT in 1996, allowing NeXTSTEP, then called OPENSTEP, to serve as the basis for Apple's next generation operating system.[16]
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This purchase also led to Steve Jobs returning to Apple as an interim, and then the permanent CEO, shepherding the transformation of the programmer-friendly OPENSTEP into a system that would be adopted by Apple's primary market of home users and creative professionals. The project was first code named "Rhapsody" and then officially named Mac OS X.[17][18]
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Mac OS X was originally presented as the tenth major version of Apple's operating system for Macintosh computers; current versions of macOS retain the major version number "10". Previous Macintosh operating systems (versions of the classic Mac OS) were named using Arabic numerals, as with Mac OS 8 and Mac OS 9. The letter "X" in Mac OS X's name refers to the number 10, a Roman numeral, and Apple has stated that it should be pronounced "ten" in this context.[19][20] However, it is also commonly pronounced like the letter "X".[20][21]
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The first version of Mac OS X, Mac OS X Server 1.0, was a transitional product, featuring an interface resembling the classic Mac OS, though it was not compatible with software designed for the older system. Consumer releases of Mac OS X included more backward compatibility. Mac OS applications could be rewritten to run natively via the Carbon API; many could also be run directly through the Classic Environment with a reduction in performance.
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The consumer version of Mac OS X was launched in 2001 with Mac OS X 10.0. Reviews were variable, with extensive praise for its sophisticated, glossy Aqua interface, but criticizing it for sluggish performance.[22] With Apple's popularity at a low, the makers of several classic Mac applications such as FrameMaker and PageMaker declined to develop new versions of their software for Mac OS X.[23] Ars Technica columnist John Siracusa, who reviewed every major OS X release up to 10.10, described the early releases in retrospect as 'dog-slow, feature poor' and Aqua as 'unbearably slow and a huge resource hog'.[22][24][25]
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Apple rapidly developed several new releases of Mac OS X.[26] Siracusa's review of version 10.3, Panther, noted "It's strange to have gone from years of uncertainty and vaporware to a steady annual supply of major new operating system releases."[27] Version 10.4, Tiger, reportedly shocked executives at Microsoft by offering a number of features, such as fast file searching and improved graphics processing, that Microsoft had spent several years struggling to add to Windows with acceptable performance.[28]
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As the operating system evolved, it moved away from the classic Mac OS, with applications being added and removed.[29] Considering music to be a key market, Apple developed the iPod music player and music software for the Mac, including iTunes and GarageBand.[30] Targeting the consumer and media markets, Apple emphasized its new "digital lifestyle" applications such as the iLife suite, integrated home entertainment through the Front Row media center and the Safari web browser. With increasing popularity of the internet, Apple offered additional online services, including the .Mac, MobileMe and most recently iCloud products. It later began selling third-party applications through the Mac App Store.
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Newer versions of Mac OS X also included modifications to the general interface, moving away from the striped gloss and transparency of the initial versions. Some applications began to use a brushed metal appearance, or non-pinstriped title bar appearance in version 10.4.[31] In Leopard, Apple announced a unification of the interface, with a standardized gray-gradient window style.[32][33]
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In 2006, the first Intel Macs released used a specialized version of Mac OS X 10.4 Tiger.[34]
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A key development for the system was the announcement and release of the iPhone from 2007 onwards. While Apple's previous iPod media players used a minimal operating system, the iPhone used an operating system based on Mac OS X, which would later be called "iPhone OS" and then iOS. The simultaneous release of two operating systems based on the same frameworks placed tension on Apple, which cited the iPhone as forcing it to delay Mac OS X 10.5 Leopard.[35] However, after Apple opened the iPhone to third-party developers its commercial success drew attention to Mac OS X, with many iPhone software developers showing interest in Mac development.[36]
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In 2007, Mac OS X 10.5 Leopard was the sole release with universal binary components, allowing installation on both Intel Macs and select PowerPC Macs.[37] It is also the final release with PowerPC Mac support. Mac OS X 10.6 Snow Leopard was the first version of OS X to be built exclusively for Intel Macs, and the final release with 32-bit Intel Mac support.[38] The name was intended to signal its status as an iteration of Leopard, focusing on technical and performance improvements rather than user-facing features; indeed it was explicitly branded to developers as being a 'no new features' release.[39] Since its release, several OS X or macOS releases (namely OS X Mountain Lion, OS X El Capitan and macOS High Sierra) follow this pattern, with a name derived from its predecessor, similar to the 'tick-tock model' used by Intel.
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In two succeeding versions, Lion and Mountain Lion, Apple moved some applications to a highly skeuomorphic style of design inspired by contemporary versions of iOS while simplifying some elements by making controls such as scroll bars fade out when not in use.[24] This direction was, like brushed metal interfaces, unpopular with some users, although it continued a trend of greater animation and variety in the interface previously seen in design aspects such as the Time Machine backup utility, which presented past file versions against a swirling nebula, and the glossy translucent dock of Leopard and Snow Leopard.[40] In addition, with Mac OS X 10.7 Lion, Apple ceased to release separate server versions of Mac OS X, selling server tools as a separate downloadable application through the Mac App Store. A review described the trend in the server products as becoming "cheaper and simpler... shifting its focus from large businesses to small ones."[41]
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In 2012, with the release of OS X 10.8 Mountain Lion, the name of the system was shortened from Mac OS X to OS X. That year, Apple removed the head of OS X development, Scott Forstall, and design was changed towards a more minimal direction.[42] Apple's new user interface design, using deep color saturation, text-only buttons and a minimal, 'flat' interface, was debuted with iOS 7 in 2013. With OS X engineers reportedly working on iOS 7, the version released in 2013, OS X 10.9 Mavericks, was something of a transitional release, with some of the skeuomorphic design removed, while most of the general interface of Mavericks remained unchanged.[43] The next version, OS X 10.10 Yosemite, adopted a design similar to iOS 7 but with greater complexity suitable for an interface controlled with a mouse.[44]
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From 2012 onwards, the system has shifted to an annual release schedule similar to that of iOS. It also steadily cut the cost of updates from Snow Leopard onwards, before removing upgrade fees altogether from 2013 onwards.[45] Some journalists and third-party software developers have suggested that this decision, while allowing more rapid feature release, meant less opportunity to focus on stability, with no version of OS X recommendable for users requiring stability and performance above new features.[46] Apple's 2015 update, OS X 10.11 El Capitan, was announced to focus specifically on stability and performance improvements.[47]
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In 2016, with the release of macOS 10.12 Sierra, the name was changed from OS X to macOS to streamline it with the branding of Apple's other primary operating systems: iOS, watchOS, and tvOS.[48] macOS 10.12 Sierra's main features are the introduction of Siri to macOS, Optimized Storage, improvements to included applications, and greater integration with Apple's iPhone and Apple Watch. The Apple File System (APFS) was announced at Apple's annual Worldwide Developers Conference (WWDC) in June 2016 as a replacement for HFS+, a highly criticized file system.[49]
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Apple previewed macOS 10.13 High Sierra at WWDC 2017, before releasing it later that year.[50] When running on solid state drives, it uses APFS, rather than HFS+.[51] Its successor, macOS 10.14 Mojave, was released in 2018, adding a dark user interface option and a dynamic wallpaper setting.[52] It was succeeded by macOS 10.15 Catalina in 2019, which replaces iTunes with separate apps for different types of media, and introduces the Catalyst system for porting iOS apps.[53]
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In 2020, Apple previewed macOS 11.0 Big Sur at the WWDC 2020. This was the first increment in the primary version number of macOS since the release of Mac OS X Public Beta in 2000. Big Sur brought major changes to the UI and was the first version to run on the ARM instruction set. [54]
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At macOS's core is a POSIX-compliant operating system built on top of the XNU kernel, [55] with standard Unix facilities available from the command line interface. Apple has released this family of software as a free and open source operating system named Darwin. On top of Darwin, Apple layered a number of components, including the Aqua interface and the Finder, to complete the GUI-based operating system which is macOS.[56]
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With its original introduction as Mac OS X, the system brought a number of new capabilities to provide a more stable and reliable platform than its predecessor, the classic Mac OS. For example, pre-emptive multitasking and memory protection improved the system's ability to run multiple applications simultaneously without them interrupting or corrupting each other. Many aspects of macOS's architecture are derived from OPENSTEP, which was designed to be portable, to ease the transition from one platform to another. For example, NeXTSTEP was ported from the original 68k-based NeXT workstations to x86 and other architectures before NeXT was purchased by Apple,[57] and OPENSTEP was later ported to the PowerPC architecture as part of the Rhapsody project.
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Prior to macOS High Sierra, and on drives other than solid state drives (SSDs), the default file system is HFS+, which it inherited from the classic Mac OS. Operating system designer Linus Torvalds has criticized HFS+, saying it is "probably the worst file system ever", whose design is "actively corrupting user data". He criticized the case insensitivity of file names, a design made worse when Apple extended the file system to support Unicode.[58][59]
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The Darwin subsystem in macOS manages the file system, which includes the Unix permissions layer. In 2003 and 2005, two Macworld editors expressed criticism of the permission scheme; Ted Landau called misconfigured permissions "the most common frustration" in macOS, while Rob Griffiths suggested that some users may even have to reset permissions every day, a process which can take up to 15 minutes.[60] More recently, another Macworld editor, Dan Frakes, called the procedure of repairing permissions vastly overused.[61] He argues that macOS typically handles permissions properly without user interference, and resetting permissions should only be tried when problems emerge.[62]
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The architecture of macOS incorporates a layered design:[63]
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the layered frameworks aid rapid development of applications by providing existing code for common tasks.[64] Apple provides its own software development tools, most prominently an integrated development environment called Xcode. Xcode provides interfaces to compilers that support several programming languages including C, C++, Objective-C, and Swift. For the Apple–Intel transition, it was modified so that developers could build their applications as a universal binary, which provides compatibility with both the Intel-based and PowerPC-based Macintosh lines.[65] First and third-party applications can be controlled programmatically using the AppleScript framework,[66] retained from the classic Mac OS,[67] or using the newer Automator application that offers pre-written tasks that do not require programming knowledge.[68]
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Apple offered two main APIs to develop software natively for macOS: Cocoa and Carbon. Cocoa was a descendant of APIs inherited from OPENSTEP with no ancestry from the classic Mac OS, while Carbon was an adaptation of classic Mac OS APIs, allowing Mac software to be minimally rewritten to run natively on Mac OS X.[18]
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The Cocoa API was created as the result of a 1993 collaboration between NeXT Computer and Sun Microsystems. This heritage is highly visible for Cocoa developers, since the "NS" prefix is ubiquitous in the framework, standing variously for NeXTSTEP or NeXT/Sun. The official OPENSTEP API, published in September 1994, was the first to split the API between Foundation and ApplicationKit and the first to use the "NS" prefix.[57] Traditionally, Cocoa programs have been mostly written in Objective-C, with Java as an alternative. However, on July 11, 2005, Apple announced that "features added to Cocoa in Mac OS X versions later than 10.4 will not be added to the Cocoa-Java programming interface."[78] macOS also used to support the Java Platform as a "preferred software package"—in practice this means that applications written in Java fit as neatly into the operating system as possible while still being cross-platform compatible, and that graphical user interfaces written in Swing look almost exactly like native Cocoa interfaces. Since 2014, Apple has promoted its new programming language Swift as the preferred language for software development on Apple platforms.
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Apple's original plan with macOS was to require all developers to rewrite their software into the Cocoa APIs. This caused much outcry among existing Mac developers, who threatened to abandon the platform rather than invest in a costly rewrite, and the idea was shelved.[18][79] To permit a smooth transition from Mac OS 9 to Mac OS X, the Carbon Application Programming Interface (API) was created.[18] Applications written with Carbon were initially able to run natively on both classic Mac OS and Mac OS X, although this ability was later dropped as Mac OS X developed. Carbon was not included in the first product sold as Mac OS X: the little-used original release of Mac OS X Server 1.0, which also did not include the Aqua interface.[80] Apple limited further development of Carbon from the release of Leopard onwards and announced that Carbon applications would not run at 64-bit.[79][18] A number of macOS applications continued to use Carbon for some time afterwards, especially ones with heritage dating back to the classic Mac OS and for which updates would be difficult, uneconomic or not necessary. This included Microsoft Office up to Office 2016, and Photoshop up to CS5.[81][79] Early versions of macOS could also run some classic Mac OS applications through the Classic Environment with performance limitations; this feature was removed from 10.5 onwards and all Macs using Intel processors.
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Because macOS is POSIX compliant, many software packages written for the other Unix-like systems including Linux can be recompiled to run on it, including much scientific and technical software.[82] Third-party projects such as Homebrew, Fink, MacPorts and pkgsrc provide pre-compiled or pre-formatted packages. Apple and others have provided versions of the X Window System graphical interface which can allow these applications to run with an approximation of the macOS look-and-feel.[83][84][85] The current Apple-endorsed method is the open-source XQuartz project; earlier versions could use the X11 application provided by Apple, or before that the XDarwin project.[86]
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Applications can be distributed to Macs and installed by the user from any source and by any method such as downloading (with or without code signing, available via an Apple developer account) or through the Mac App Store, a marketplace of software maintained by Apple through a process requiring the company's approval. Apps installed through the Mac App Store run within a sandbox, restricting their ability to exchange information with other applications or modify the core operating system and its features. This has been cited as an advantage, by allowing users to install apps with confidence that they should not be able to damage their system, but also as a disadvantage due to blocking the Mac App Store's use for professional applications that require elevated privileges.[87][88] Applications without any code signature cannot be run by default except from a computer's administrator account.[89][90]
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Apple produces macOS applications. Some are included with macOS and some sold separately. This includes iWork, Final Cut Pro, Logic Pro, iLife, and the database application FileMaker. Numerous other developers also offer software for macOS.
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In 2018 Apple introduced an application layer, reportedly codenamed Marzipan, to port iOS apps to macOS.[91][92] macOS Mojave included ports of four first-party iOS apps including Home and News, and it was announced that the API would be available for third-party developers to use from 2019.[93][94][95]
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Tools such as XPostFacto and patches applied to the installation media have been developed by third parties to enable installation of newer versions of macOS on systems not officially supported by Apple. This includes a number of pre-G3 Power Macintosh systems that can be made to run up to and including Mac OS X 10.2 Jaguar, all G3-based Macs which can run up to and including Tiger, and sub-867 MHz G4 Macs can run Leopard by removing the restriction from the installation DVD or entering a command in the Mac's Open Firmware interface to tell the Leopard Installer that it has a clock rate of 867 MHz or greater. Except for features requiring specific hardware such as graphics acceleration or DVD writing, the operating system offers the same functionality on all supported hardware.
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As most Mac hardware components, or components similar to those, since the Intel transition are available for purchase,[100] some technology-capable groups have developed software to install macOS on non-Apple computers. These are referred to as Hackintoshes, a portmanteau of the words "hack" and "Macintosh". This violates Apple's EULA (and is therefore unsupported by Apple technical support, warranties etc.), but communities that cater to personal users, who do not install for resale and profit, have generally been ignored by Apple.[101][102][103] These self-made computers allow more flexibility and customization of hardware, but at a cost of leaving the user more responsible for their own machine, such as on matter of data integrity or security.[104] Psystar, a business that attempted to profit from selling macOS on non-Apple certified hardware, was sued by Apple in 2008.[105]
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In April 2002, eWeek announced a rumor that Apple had a version of Mac OS X code-named Marklar, which ran on Intel x86 processors. The idea behind Marklar was to keep Mac OS X running on an alternative platform should Apple become dissatisfied with the progress of the PowerPC platform.[106] These rumors subsided until late in May 2005, when various media outlets, such as The Wall Street Journal[107] and CNET,[108] announced that Apple would unveil Marklar in the coming months.[109][110][111]
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On June 6, 2005, Steve Jobs announced in his keynote address at WWDC that Apple would be making the transition from PowerPC to Intel processors over the following two years, and that Mac OS X would support both platforms during the transition. Jobs also confirmed rumors that Apple had versions of Mac OS X running on Intel processors for most of its developmental life. Intel-based Macs would run a new recompiled version of OS X along with Rosetta, a binary translation layer which enables software compiled for PowerPC Mac OS X to run on Intel Mac OS X machines.[112] The system was included with Mac OS X versions up to version 10.6.8.[113] Apple dropped support for Classic mode on the new Intel Macs. Third party emulation software such as Mini vMac, Basilisk II and SheepShaver provided support for some early versions of Mac OS. A new version of Xcode and the underlying command-line compilers supported building universal binaries that would run on either architecture.[114]
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PowerPC-only software is supported with Apple's official emulation software, Rosetta, though applications eventually had to be rewritten to run properly on the newer versions released for Intel processors. Apple initially encouraged developers to produce universal binaries with support for both PowerPC and Intel.[115] PowerPC binaries suffer a performance penalty when run on Intel Macs through Rosetta. Moreover, some PowerPC software, such as kernel extensions and System Preferences plugins, are not supported on Intel Macs at all. Some PowerPC applications would not run on macOS at all. Plugins for Safari need to be compiled for the same platform as Safari, so when Safari is running on Intel, it requires plug-ins that have been compiled as Intel-only or universal binaries, so PowerPC-only plug-ins will not work.[116] While Intel Macs can run PowerPC, Intel, and universal binaries, PowerPC Macs support only universal and PowerPC builds.
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Support for the PowerPC platform was dropped following the transition. In 2009, Apple announced at WWDC that Mac OS X 10.6 Snow Leopard would drop support for PowerPC processors and be Intel-only.[117] Rosetta continued to be offered as an optional download or installation choice in Snow Leopard before it was discontinued with Mac OS X 10.7 Lion.[118][118] In addition, new versions of Mac OS X first- and third-party software increasingly required Intel processors, including new versions of iLife, iWork, Aperture and Logic Pro.
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Rumors of Apple shifting Macs to the ARM processors used by iOS devices began circulating as early as 2011,[119] and ebbed and flowed throughout the 2010s.[120] Rumors intensified in 2020, when numerous reports announced that the company would announce its shift to its custom processors at WWDC.[121]
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Apple officially announced its shift to processors designed in-house on June 22, 2020 at WWDC 2020, with the transition planned to last for two years.[122] The first release of macOS to support ARM will be macOS Big Sur.
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One of the major differences between the classic Mac OS and the current macOS was the addition of Aqua, a graphical user interface with water-like elements, in the first major release of Mac OS X. Every window element, text, graphic, or widget is drawn on-screen using spatial anti-aliasing technology.[123] ColorSync, a technology introduced many years before, was improved and built into the core drawing engine, to provide color matching for printing and multimedia professionals.[124] Also, drop shadows were added around windows and isolated text elements to provide a sense of depth. New interface elements were integrated, including sheets (dialog boxes attached to specific windows) and drawers, which would slide out and provide options.
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The use of soft edges, translucent colors, and pinstripes, similar to the hardware design of the first iMacs, brought more texture and color to the user interface when compared to what Mac OS 9 and Mac OS X Server 1.0's "Platinum" appearance had offered. According to Siracusa, the introduction of Aqua and its departure from the then conventional look "hit like a ton of bricks."[125]
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Bruce Tognazzini (who founded the original Apple Human Interface Group) said that the Aqua interface in Mac OS X 10.0 represented a step backwards in usability compared with the original Mac OS interface.[126][127]
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Third-party developers started producing skins for customizable applications and other operating systems which mimicked the Aqua appearance. To some extent, Apple has used the successful transition to this new design as leverage, at various times threatening legal action against people who make or distribute software with an interface the company says is derived from its copyrighted design.[128]
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Apple has continued to change aspects of the macOS appearance and design, particularly with tweaks to the appearance of windows and the menu bar. Since 2012, Apple has sold many of its Mac models with high-resolution Retina displays, and macOS and its APIs have extensive support for resolution-independent development on supporting high-resolution displays. Reviewers have described Apple's support for the technology as superior to that on Windows.[129][130][131]
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The human interface guidelines published by Apple for macOS are followed by many applications, giving them consistent user interface and keyboard shortcuts.[132] In addition, new services for applications are included, which include spelling and grammar checkers, special characters palette, color picker, font chooser and dictionary; these global features are present in every Cocoa application, adding consistency. The graphics system OpenGL composites windows onto the screen to allow hardware-accelerated drawing. This technology, introduced in version 10.2, is called Quartz Extreme, a component of Quartz. Quartz's internal imaging model correlates well with the Portable Document Format (PDF) imaging model, making it easy to output PDF to multiple devices.[124] As a side result, PDF viewing and creating PDF documents from any application are built-in features.[133] Reflecting its popularity with design users, macOS also has system support for a variety of professional video and image formats and includes an extensive pre-installed font library, featuring many prominent brand-name designs.[134]
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The Finder is a file browser allowing quick access to all areas of the computer, which has been modified throughout subsequent releases of macOS.[135][136] Quick Look has been part of the Finder since version 10.5. It allows for dynamic previews of files, including videos and multi-page documents without opening any other applications. Spotlight, a file searching technology which has been integrated into the Finder since version 10.4, allows rapid real-time searches of data files; mail messages; photos; and other information based on item properties (metadata) and/or content.[137][138] macOS makes use of a Dock, which holds file and folder shortcuts as well as minimized windows.
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Apple added Exposé in version 10.3 (called Mission Control since version 10.7), a feature which includes three functions to help accessibility between windows and desktop. Its functions are to instantly display all open windows as thumbnails for easy navigation to different tasks, display all open windows as thumbnails from the current application, and hide all windows to access the desktop.[139] FileVault is optional encryption of the user's files with the 128-bit Advanced Encryption Standard (AES-128).[140]
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Features introduced in version 10.4 include Automator, an application designed to create an automatic workflow for different tasks;[141] Dashboard, a full-screen group of small applications called desktop widgets that can be called up and dismissed in one keystroke;[142] and Front Row, a media viewer interface accessed by the Apple Remote.[143] Sync Services allows applications to access a centralized extensible database for various elements of user data, including calendar and contact items. The operating system then managed conflicting edits and data consistency.[144]
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All system icons are scalable up to 512×512 pixels as of version 10.5 to accommodate various places where they appear in larger size, including for example the Cover Flow view, a three-dimensional graphical user interface included with iTunes, the Finder, and other Apple products for visually skimming through files and digital media libraries via cover artwork. That version also introduced Spaces, a virtual desktop implementation which enables the user to have more than one desktop and display them in an Exposé-like interface;[145] an automatic backup technology called Time Machine, which allows users to view and restore previous versions of files and application data;[146] and Screen Sharing was built in for the first time.[147]
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In more recent releases, Apple has developed support for emoji characters by including the proprietary Apple Color Emoji font.[148][149] Apple has also connected macOS with social networks such as Twitter and Facebook through the addition of share buttons for content such as pictures and text.[150] Apple has brought several applications and features that originally debuted in iOS, its mobile operating system, to macOS in recent releases, notably the intelligent personal assistant Siri, which was introduced in version 10.12 of macOS.[151][152]
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There are 39 system languages available in macOS for the user at the moment of installation; the system language is used throughout the entire operating system environment.[7] Input methods for typing in dozens of scripts can be chosen independently of the system language.[153] Recent updates have added increased support for Chinese characters and interconnections with popular social networks in China.[154][155][156][157]
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macOS can be updated using the Software Update preference pane in System Preferences or the softwareupdate command line utility. Until OS X 10.8 Mountain Lion, a separate Software Update application performed this functionality. In Mountain Lion and later, this was merged into the Mac App Store application, although the underlying update mechanism remains unchanged and is fundamentally different from the download mechanism used when purchasing an App Store application. In macOS 10.14 Mojave, the updating function was moved again to the Software Update preference pane.
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With the exception of Mac OS X Server 1.0 and the original public beta, OS X versions were named after big cats until OS X 10.9 Mavericks, when Apple switched to using California locations. Prior to its release, Mac OS X 10.0 was code named "Cheetah" internally at Apple, and Mac OS X 10.1 was code named internally as "Puma". After the immense buzz surrounding Mac OS X 10.2, codenamed "Jaguar", Apple's product marketing began openly using the code names to promote the operating system. Mac OS X 10.3 was marketed as "Panther", Mac OS X 10.4 as "Tiger", Mac OS X 10.5 as "Leopard", Mac OS X 10.6 as "Snow Leopard", Mac OS X 10.7 as "Lion", OS X 10.8 as "Mountain Lion", and OS X 10.9 as "Mavericks".
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"Panther", "Tiger" and "Leopard" are registered as trademarks of Apple,[178][179][180] but "Cheetah", "Puma" and "Jaguar" have never been registered. Apple has also registered "Lynx" and "Cougar" as trademarks, though these were allowed to lapse.[181][182] Computer retailer Tiger Direct sued Apple for its use of the name "Tiger". On May 16, 2005 a US federal court in the Southern District of Florida ruled that Apple's use did not infringe on Tiger Direct's trademark.[183]
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On September 13, 2000, Apple released a $29.95[184] "preview" version of Mac OS X, internally codenamed Kodiak, to gain feedback from users.
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The "PB", as it was known, marked the first public availability of the Aqua interface and Apple made many changes to the UI based on customer feedback. Mac OS X Public Beta expired and ceased to function in Spring 2001.[185]
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On March 24, 2001, Apple released Mac OS X 10.0 (internally codenamed Cheetah).[186]
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The initial version was slow,[187] incomplete,[188] and had very few applications available at launch, mostly from independent developers.[189] While many critics suggested that the operating system was not ready for mainstream adoption, they recognized the importance of its initial launch as a base on which to improve.[188] Simply releasing Mac OS X was received by the Macintosh community as a great accomplishment,[188] for attempts to overhaul the Mac OS had been underway since 1996, and delayed by countless setbacks. Following some bug fixes, kernel panics became much less frequent.[citation needed]
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Later that year on September 25, 2001, Mac OS X 10.1 (internally codenamed Puma) was released. It featured increased performance and provided missing features, such as DVD playback. Apple released 10.1 as a free upgrade CD for 10.0 users, in addition to the US$129 boxed version for people running Mac OS 9. It was discovered that the upgrade CDs were full install CDs that could be used with Mac OS 9 systems by removing a specific file; Apple later re-released the CDs in an actual stripped-down format that did not facilitate installation on such systems.[190] On January 7, 2002, Apple announced that Mac OS X was to be the default operating system for all Macintosh products by the end of that month.[191]
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On August 23, 2002,[192] Apple followed up with Mac OS X 10.2 Jaguar, the first release to use its code name as part of the branding.[193]
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It brought great raw performance improvements, a sleeker look, and many powerful user-interface enhancements (over 150, according to Apple[194]
|
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), including Quartz Extreme for compositing graphics directly on an ATI Radeon or Nvidia GeForce2 MX AGP-based video card with at least 16 MB of VRAM, a system-wide repository for contact information in the new Address Book, and an instant messaging client named iChat.[195] The Happy Mac which had appeared during the Mac OS startup sequence for almost 18 years was replaced with a large grey Apple logo with the introduction of Mac OS X v10.2.[196]
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Mac OS X v10.3 Panther was released on October 24, 2003. It significantly improved performance and incorporated the most extensive update yet to the user interface. Panther included as many or more new features as Jaguar had the year before, including an updated Finder, incorporating a brushed-metal interface, Fast user switching, Exposé (Window manager), FileVault, Safari, iChat AV (which added video conferencing features to iChat), improved Portable Document Format (PDF) rendering and much greater Microsoft Windows interoperability.[197] Support for some early G3 computers such as "beige" Power Macs and "WallStreet" PowerBooks was discontinued.[198]
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Mac OS X 10.4 Tiger was released on April 29, 2005. Apple stated that Tiger contained more than 200 new features.[199] As with Panther, certain older machines were no longer supported; Tiger requires a Mac with 256 MB and a built-in FireWire port.[99] Among the new features, Tiger introduced Spotlight, Dashboard, Smart Folders, updated Mail program with Smart Mailboxes, QuickTime 7, Safari 2, Automator, VoiceOver, Core Image and Core Video. The initial release of the Apple TV used a modified version of Tiger with a different graphical interface and fewer applications and services.[200] On January 10, 2006, Apple released the first Intel-based Macs along with the 10.4.4 update to Tiger. This operating system functioned identically on the PowerPC-based Macs and the new Intel-based machines, with the exception of the Intel release lacking support for the Classic environment.[201]
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Mac OS X 10.5 Leopard was released on October 26, 2007. It was called by Apple "the largest update of Mac OS X". It brought more than 300 new features.[202] Leopard supports both PowerPC- and Intel x86-based Macintosh computers; support for the G3 processor was dropped and the G4 processor required a minimum clock rate of 867 MHz, and at least 512 MB of RAM to be installed. The single DVD works for all supported Macs (including 64-bit machines). New features include a new look, an updated Finder, Time Machine, Spaces, Boot Camp pre-installed,[203] full support for 64-bit applications (including graphical applications), new features in Mail and iChat, and a number of new security features. Leopard is an Open Brand UNIX 03 registered product on the Intel platform. It was also the first BSD-based OS to receive UNIX 03 certification.[12][204] Leopard dropped support for the Classic Environment and all Classic applications.[205] It was the final version of Mac OS X to support the PowerPC architecture.[206]
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+
Mac OS X 10.6 Snow Leopard was released on August 28, 2009. Rather than delivering big changes to the appearance and end user functionality like the previous releases of Mac OS X, Snow Leopard focused on "under the hood" changes, increasing the performance, efficiency, and stability of the operating system. For most users, the most noticeable changes were: the disk space that the operating system frees up after a clean install compared to Mac OS X 10.5 Leopard, a more responsive Finder rewritten in Cocoa, faster Time Machine backups, more reliable and user-friendly disk ejects, a more powerful version of the Preview application, as well as a faster Safari web browser. Snow Leopard only supported machines with Intel CPUs, required at least 1 GB of RAM, and dropped default support for applications built for the PowerPC architecture (Rosetta could be installed as an additional component to retain support for PowerPC-only applications).[207]
|
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+
Snow Leopard also featured new 64-bit technology capable of supporting greater amounts of RAM, improved support for multi-core processors through Grand Central Dispatch, and advanced GPU performance with OpenCL.[208]
|
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+
|
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+
The 10.6.6 update introduced support for the Mac App Store, Apple's digital distribution platform for macOS applications.[209]
|
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Mac OS X 10.7 Lion was released on July 20, 2011. It brought developments made in Apple's iOS, such as an easily navigable display of installed applications called Launchpad and a greater use of multi-touch gestures, to the Mac. This release removed Rosetta, making it incompatible with PowerPC applications.[118]
|
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+
Changes made to the GUI include auto-hiding scrollbars that only appear when they are used, and Mission Control which unifies Exposé, Spaces, Dashboard, and full-screen applications within a single interface.[210] Apple also made changes to applications: they resume in the same state as they were before they were closed, similar to iOS. Documents auto-save by default.[211]
|
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OS X 10.8 Mountain Lion was released on July 25, 2012.[173] Following the release of Lion the previous year, it was the first of the annual rather than two-yearly updates to OS X (and later macOS), which also closely aligned with the annual iOS operating system updates. It incorporates some features seen in iOS 5, which include Game Center, support for iMessage in the new Messages messaging application, and Reminders as a to-do list app separate from iCal (which is renamed as Calendar, like the iOS app). It also includes support for storing iWork documents in iCloud.[212] Notification Center, which makes its debut in Mountain Lion, is a desktop version similar to the one in iOS 5.0 and higher. Application pop-ups are now concentrated on the corner of the screen, and the Center itself is pulled from the right side of the screen. Mountain Lion also includes more Chinese features including support for Baidu as an option for Safari search engine, QQ, 163.com and 126.com services for Mail, Contacts and Calendar, Youku, Tudou and Sina Weibo are integrated into share sheets.[157]
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Starting with Mountain Lion, Apple software updates (including the OS) are distributed via the App Store.[213] This updating mechanism replaced the Apple Software Update utility.[214]
|
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OS X 10.9 Mavericks was released on October 22, 2013. It was a free upgrade to all users running Snow Leopard or later with a 64-bit Intel processor.[215] Its changes include the addition of the previously iOS-only Maps and iBooks applications, improvements to the Notification Center, enhancements to several applications, and many under-the-hood improvements.[216]
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OS X 10.10 Yosemite was released on October 16, 2014. It features a redesigned user interface similar to that of iOS 7, intended to feature a more minimal, text-based 'flat' design, with use of translucency effects and intensely saturated colors.[217] Apple's showcase new feature in Yosemite is Handoff, which enables users with iPhones running iOS 8.1 or later to answer phone calls, receive and send SMS messages, and complete unfinished iPhone emails on their Mac. As of OS X 10.10.3, Photos replaced iPhoto and Aperture.[218]
|
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+
OS X 10.11 El Capitan was released on September 30, 2015. Similar to Mac OS X 10.6 Snow Leopard, Apple described this release as containing "refinements to the Mac experience" and "improvements to system performance" rather than new features. Refinements include public transport built into the Maps application, GUI improvements to the Notes application, adopting San Francisco as the system font for clearer legibility, and the introduction of System Integrity Protection.
|
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+
The Metal API, first introduced in iOS 8, was also included in this operating system for "all Macs since 2012".[219] According to Apple, Metal accelerates system-level rendering by up to 50 percent, resulting in faster graphics performance for everyday apps. Metal also delivers up to 10 times faster draw call performance for more fluid experience in games and pro apps.[220]
|
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|
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+
macOS 10.12 Sierra was released to the public on September 20, 2016. New features include the addition of Siri, Optimized Storage, and updates to Photos, Messages, and iTunes.[221][222]
|
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+
|
168 |
+
macOS 10.13 High Sierra was released to the public on September 25, 2017.[223] Like OS X El Capitan and OS X Mountain Lion, High Sierra is a refinement-based update having very few new features visible to the user, including updates to Safari, Photos, and Mail, among other changes.[224]
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+
The major change under the hood is the switch to the Apple File System, optimized for the solid-state storage used in most new Mac computers.[225]
|
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+
|
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+
macOS 10.14 Mojave was released on September 24, 2018.[52] The update introduced a system-wide dark mode and several new apps lifted from iOS, such as Apple News.
|
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+
|
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+
macOS 10.15 Catalina was released on October 7, 2019.[226] Updates included enhanced voice control, and bundled apps for music, video, and podcasts that together replace the functions of iTunes, with support for 32-bit applications officially dropped.[227]
|
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|
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+
macOS Big Sur was announced on June 22, 2020, during the WWDC keynote speech.[228] The major version number is changed, for the first time in a macOS release, making it macOS 11.0. It brings ARM support, brand new icons and GUI to the system.[229]
|
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|
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+
As of July 2016, macOS is the second-most-active general-purpose desktop client operating system used on the World Wide Web following Microsoft Windows, with a 4.90% usage share according to statistics compiled by the Wikimedia Foundation. It is the second-most widely used desktop operating system (for web browsing), after Windows, and is estimated at approximately five times the usage of Linux (which has 1.01%). Usage share generally continues to shift away from the desktop and toward mobile operating systems such as iOS and Android.[230]
|
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|
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+
In its earlier years, Mac OS X enjoyed a near-absence of the types of malware and spyware that have affected Microsoft Windows users.[231][232][233] macOS has a smaller usage share compared to Windows,[234] but it also has traditionally more secure Unix roots. Worms, as well as potential vulnerabilities, were noted in 2006, which led some industry analysts and anti-virus companies to issue warnings that Apple's Mac OS X is not immune to malware.[235] Increasing market share coincided with additional reports of a variety of attacks.[236] In early 2011, Mac OS X experienced a large increase in malware attacks,[237] and malware such as Mac Defender, MacProtector, and MacGuard were seen as an increasing problem for Mac users. At first, the malware installer required the user to enter the administrative password, but later versions installed without user input.[238] Initially, Apple support staff were instructed not to assist in the removal of the malware or admit the existence of the malware issue, but as the malware spread, a support document was issued. Apple announced an OS X update to fix the problem. An estimated 100,000 users were affected.[239][240] Apple releases security updates for macOS regularly,[241] as well as signature files for Xprotect, an anti-malware feature part of File Quarantine present since Mac OS X Snow Leopard.[242]
|
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|
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As a device company, Apple has mostly promoted macOS to sell Macs, with promotion of macOS updates focused on existing users, promotion at Apple Store and other retail partners, or through events for developers. In larger scale advertising campaigns, Apple specifically promoted macOS as better for handling media and other home-user applications, and comparing Mac OS X (especially versions Tiger and Leopard) with the heavy criticism Microsoft received for the long-awaited Windows Vista operating system.[243][244]
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From version 10.0 to version 10.15:
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From version 11.0:
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macOS (/ˌmækoʊˈɛs/;[8] previously Mac OS X and later OS X) is a series of proprietary graphical operating systems developed and marketed by Apple Inc. since 2001. It is the primary operating system for Apple's Mac computers. Within the market of desktop, laptop and home computers, and by web usage, it is the second most widely used desktop OS, after Microsoft Windows.[9][10]
|
10 |
+
|
11 |
+
macOS is the second major series of Macintosh operating systems. The first is colloquially called the classic Mac OS, introduced in 1984, the final release of which was Mac OS 9 in 1999. The first desktop version, Mac OS X 10.0, was released in March 2001, with its first update, 10.1, arriving later that year. After this, Apple began naming its releases after big cats, which lasted until OS X 10.8 Mountain Lion. Since OS X 10.9 Mavericks, releases have been named after locations in California.[11] Apple shortened the name to "OS X" in 2012 and then changed it to "macOS" in 2016, adopting the nomenclature that they were using for their other operating systems, iOS, watchOS, and tvOS. The latest version is macOS Catalina, which was publicly released in October 2019.
|
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+
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13 |
+
macOS is based on the Unix operating system and on technologies developed between 1985 and 1997 at NeXT, a company that Apple co-founder Steve Jobs created after leaving Apple in 1985. The "X" in Mac OS X and OS X is the Roman numeral for the number 10 and is pronounced as such. The X was a prominent part of the operating system's brand identity and marketing in its early years, but gradually receded in prominence since the release of Snow Leopard in 2009. In 2020, Apple incremented the major version number to 11 in macOS Big Sur, although it retains the same base as the previous versions of macOS. UNIX 03 certification was achieved for the Intel version of Mac OS X 10.5 Leopard[12] and all releases from Mac OS X 10.6 Snow Leopard up to the current version also have UNIX 03 certification.[13] macOS shares its Unix-based core, named Darwin, and many of its frameworks with Apple's other operating systems.[14]
|
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+
|
15 |
+
Releases of Mac OS X from 1999 to 2005 ran on the PowerPC-based Macs of that period. After Apple announced that they were switching to Intel CPUs from 2006 onwards, versions were released for Intel-based Macs with 32-bit and currently 64-bit processors. Versions from macOS 11 (2020) will support both 64-bit Intel and future Macs running 64-bit ARM processors.
|
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+
|
17 |
+
The heritage of what would become macOS had originated at NeXT, a company founded by Steve Jobs following his departure from Apple in 1985. There, the Unix-like NeXTSTEP operating system was developed, and then launched in 1989. The kernel of NeXTSTEP is based upon the Mach kernel, which was originally developed at Carnegie Mellon University, with additional kernel layers and low-level user space code derived from parts of BSD. Its graphical user interface was built on top of an object-oriented GUI toolkit using the Objective-C programming language.
|
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+
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+
Throughout the early 1990s, Apple had tried to create a "next-generation" OS to succeed its classic Mac OS through the Taligent, Copland and Gershwin projects, but all were eventually abandoned.[15] This led Apple to purchase NeXT in 1996, allowing NeXTSTEP, then called OPENSTEP, to serve as the basis for Apple's next generation operating system.[16]
|
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+
This purchase also led to Steve Jobs returning to Apple as an interim, and then the permanent CEO, shepherding the transformation of the programmer-friendly OPENSTEP into a system that would be adopted by Apple's primary market of home users and creative professionals. The project was first code named "Rhapsody" and then officially named Mac OS X.[17][18]
|
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+
|
22 |
+
Mac OS X was originally presented as the tenth major version of Apple's operating system for Macintosh computers; current versions of macOS retain the major version number "10". Previous Macintosh operating systems (versions of the classic Mac OS) were named using Arabic numerals, as with Mac OS 8 and Mac OS 9. The letter "X" in Mac OS X's name refers to the number 10, a Roman numeral, and Apple has stated that it should be pronounced "ten" in this context.[19][20] However, it is also commonly pronounced like the letter "X".[20][21]
|
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+
|
24 |
+
The first version of Mac OS X, Mac OS X Server 1.0, was a transitional product, featuring an interface resembling the classic Mac OS, though it was not compatible with software designed for the older system. Consumer releases of Mac OS X included more backward compatibility. Mac OS applications could be rewritten to run natively via the Carbon API; many could also be run directly through the Classic Environment with a reduction in performance.
|
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+
|
26 |
+
The consumer version of Mac OS X was launched in 2001 with Mac OS X 10.0. Reviews were variable, with extensive praise for its sophisticated, glossy Aqua interface, but criticizing it for sluggish performance.[22] With Apple's popularity at a low, the makers of several classic Mac applications such as FrameMaker and PageMaker declined to develop new versions of their software for Mac OS X.[23] Ars Technica columnist John Siracusa, who reviewed every major OS X release up to 10.10, described the early releases in retrospect as 'dog-slow, feature poor' and Aqua as 'unbearably slow and a huge resource hog'.[22][24][25]
|
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+
|
28 |
+
Apple rapidly developed several new releases of Mac OS X.[26] Siracusa's review of version 10.3, Panther, noted "It's strange to have gone from years of uncertainty and vaporware to a steady annual supply of major new operating system releases."[27] Version 10.4, Tiger, reportedly shocked executives at Microsoft by offering a number of features, such as fast file searching and improved graphics processing, that Microsoft had spent several years struggling to add to Windows with acceptable performance.[28]
|
29 |
+
|
30 |
+
As the operating system evolved, it moved away from the classic Mac OS, with applications being added and removed.[29] Considering music to be a key market, Apple developed the iPod music player and music software for the Mac, including iTunes and GarageBand.[30] Targeting the consumer and media markets, Apple emphasized its new "digital lifestyle" applications such as the iLife suite, integrated home entertainment through the Front Row media center and the Safari web browser. With increasing popularity of the internet, Apple offered additional online services, including the .Mac, MobileMe and most recently iCloud products. It later began selling third-party applications through the Mac App Store.
|
31 |
+
|
32 |
+
Newer versions of Mac OS X also included modifications to the general interface, moving away from the striped gloss and transparency of the initial versions. Some applications began to use a brushed metal appearance, or non-pinstriped title bar appearance in version 10.4.[31] In Leopard, Apple announced a unification of the interface, with a standardized gray-gradient window style.[32][33]
|
33 |
+
|
34 |
+
In 2006, the first Intel Macs released used a specialized version of Mac OS X 10.4 Tiger.[34]
|
35 |
+
|
36 |
+
A key development for the system was the announcement and release of the iPhone from 2007 onwards. While Apple's previous iPod media players used a minimal operating system, the iPhone used an operating system based on Mac OS X, which would later be called "iPhone OS" and then iOS. The simultaneous release of two operating systems based on the same frameworks placed tension on Apple, which cited the iPhone as forcing it to delay Mac OS X 10.5 Leopard.[35] However, after Apple opened the iPhone to third-party developers its commercial success drew attention to Mac OS X, with many iPhone software developers showing interest in Mac development.[36]
|
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+
|
38 |
+
In 2007, Mac OS X 10.5 Leopard was the sole release with universal binary components, allowing installation on both Intel Macs and select PowerPC Macs.[37] It is also the final release with PowerPC Mac support. Mac OS X 10.6 Snow Leopard was the first version of OS X to be built exclusively for Intel Macs, and the final release with 32-bit Intel Mac support.[38] The name was intended to signal its status as an iteration of Leopard, focusing on technical and performance improvements rather than user-facing features; indeed it was explicitly branded to developers as being a 'no new features' release.[39] Since its release, several OS X or macOS releases (namely OS X Mountain Lion, OS X El Capitan and macOS High Sierra) follow this pattern, with a name derived from its predecessor, similar to the 'tick-tock model' used by Intel.
|
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+
|
40 |
+
In two succeeding versions, Lion and Mountain Lion, Apple moved some applications to a highly skeuomorphic style of design inspired by contemporary versions of iOS while simplifying some elements by making controls such as scroll bars fade out when not in use.[24] This direction was, like brushed metal interfaces, unpopular with some users, although it continued a trend of greater animation and variety in the interface previously seen in design aspects such as the Time Machine backup utility, which presented past file versions against a swirling nebula, and the glossy translucent dock of Leopard and Snow Leopard.[40] In addition, with Mac OS X 10.7 Lion, Apple ceased to release separate server versions of Mac OS X, selling server tools as a separate downloadable application through the Mac App Store. A review described the trend in the server products as becoming "cheaper and simpler... shifting its focus from large businesses to small ones."[41]
|
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+
|
42 |
+
In 2012, with the release of OS X 10.8 Mountain Lion, the name of the system was shortened from Mac OS X to OS X. That year, Apple removed the head of OS X development, Scott Forstall, and design was changed towards a more minimal direction.[42] Apple's new user interface design, using deep color saturation, text-only buttons and a minimal, 'flat' interface, was debuted with iOS 7 in 2013. With OS X engineers reportedly working on iOS 7, the version released in 2013, OS X 10.9 Mavericks, was something of a transitional release, with some of the skeuomorphic design removed, while most of the general interface of Mavericks remained unchanged.[43] The next version, OS X 10.10 Yosemite, adopted a design similar to iOS 7 but with greater complexity suitable for an interface controlled with a mouse.[44]
|
43 |
+
|
44 |
+
From 2012 onwards, the system has shifted to an annual release schedule similar to that of iOS. It also steadily cut the cost of updates from Snow Leopard onwards, before removing upgrade fees altogether from 2013 onwards.[45] Some journalists and third-party software developers have suggested that this decision, while allowing more rapid feature release, meant less opportunity to focus on stability, with no version of OS X recommendable for users requiring stability and performance above new features.[46] Apple's 2015 update, OS X 10.11 El Capitan, was announced to focus specifically on stability and performance improvements.[47]
|
45 |
+
|
46 |
+
In 2016, with the release of macOS 10.12 Sierra, the name was changed from OS X to macOS to streamline it with the branding of Apple's other primary operating systems: iOS, watchOS, and tvOS.[48] macOS 10.12 Sierra's main features are the introduction of Siri to macOS, Optimized Storage, improvements to included applications, and greater integration with Apple's iPhone and Apple Watch. The Apple File System (APFS) was announced at Apple's annual Worldwide Developers Conference (WWDC) in June 2016 as a replacement for HFS+, a highly criticized file system.[49]
|
47 |
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|
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Apple previewed macOS 10.13 High Sierra at WWDC 2017, before releasing it later that year.[50] When running on solid state drives, it uses APFS, rather than HFS+.[51] Its successor, macOS 10.14 Mojave, was released in 2018, adding a dark user interface option and a dynamic wallpaper setting.[52] It was succeeded by macOS 10.15 Catalina in 2019, which replaces iTunes with separate apps for different types of media, and introduces the Catalyst system for porting iOS apps.[53]
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In 2020, Apple previewed macOS 11.0 Big Sur at the WWDC 2020. This was the first increment in the primary version number of macOS since the release of Mac OS X Public Beta in 2000. Big Sur brought major changes to the UI and was the first version to run on the ARM instruction set. [54]
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At macOS's core is a POSIX-compliant operating system built on top of the XNU kernel, [55] with standard Unix facilities available from the command line interface. Apple has released this family of software as a free and open source operating system named Darwin. On top of Darwin, Apple layered a number of components, including the Aqua interface and the Finder, to complete the GUI-based operating system which is macOS.[56]
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With its original introduction as Mac OS X, the system brought a number of new capabilities to provide a more stable and reliable platform than its predecessor, the classic Mac OS. For example, pre-emptive multitasking and memory protection improved the system's ability to run multiple applications simultaneously without them interrupting or corrupting each other. Many aspects of macOS's architecture are derived from OPENSTEP, which was designed to be portable, to ease the transition from one platform to another. For example, NeXTSTEP was ported from the original 68k-based NeXT workstations to x86 and other architectures before NeXT was purchased by Apple,[57] and OPENSTEP was later ported to the PowerPC architecture as part of the Rhapsody project.
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Prior to macOS High Sierra, and on drives other than solid state drives (SSDs), the default file system is HFS+, which it inherited from the classic Mac OS. Operating system designer Linus Torvalds has criticized HFS+, saying it is "probably the worst file system ever", whose design is "actively corrupting user data". He criticized the case insensitivity of file names, a design made worse when Apple extended the file system to support Unicode.[58][59]
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The Darwin subsystem in macOS manages the file system, which includes the Unix permissions layer. In 2003 and 2005, two Macworld editors expressed criticism of the permission scheme; Ted Landau called misconfigured permissions "the most common frustration" in macOS, while Rob Griffiths suggested that some users may even have to reset permissions every day, a process which can take up to 15 minutes.[60] More recently, another Macworld editor, Dan Frakes, called the procedure of repairing permissions vastly overused.[61] He argues that macOS typically handles permissions properly without user interference, and resetting permissions should only be tried when problems emerge.[62]
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The architecture of macOS incorporates a layered design:[63]
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the layered frameworks aid rapid development of applications by providing existing code for common tasks.[64] Apple provides its own software development tools, most prominently an integrated development environment called Xcode. Xcode provides interfaces to compilers that support several programming languages including C, C++, Objective-C, and Swift. For the Apple–Intel transition, it was modified so that developers could build their applications as a universal binary, which provides compatibility with both the Intel-based and PowerPC-based Macintosh lines.[65] First and third-party applications can be controlled programmatically using the AppleScript framework,[66] retained from the classic Mac OS,[67] or using the newer Automator application that offers pre-written tasks that do not require programming knowledge.[68]
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Apple offered two main APIs to develop software natively for macOS: Cocoa and Carbon. Cocoa was a descendant of APIs inherited from OPENSTEP with no ancestry from the classic Mac OS, while Carbon was an adaptation of classic Mac OS APIs, allowing Mac software to be minimally rewritten to run natively on Mac OS X.[18]
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The Cocoa API was created as the result of a 1993 collaboration between NeXT Computer and Sun Microsystems. This heritage is highly visible for Cocoa developers, since the "NS" prefix is ubiquitous in the framework, standing variously for NeXTSTEP or NeXT/Sun. The official OPENSTEP API, published in September 1994, was the first to split the API between Foundation and ApplicationKit and the first to use the "NS" prefix.[57] Traditionally, Cocoa programs have been mostly written in Objective-C, with Java as an alternative. However, on July 11, 2005, Apple announced that "features added to Cocoa in Mac OS X versions later than 10.4 will not be added to the Cocoa-Java programming interface."[78] macOS also used to support the Java Platform as a "preferred software package"—in practice this means that applications written in Java fit as neatly into the operating system as possible while still being cross-platform compatible, and that graphical user interfaces written in Swing look almost exactly like native Cocoa interfaces. Since 2014, Apple has promoted its new programming language Swift as the preferred language for software development on Apple platforms.
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Apple's original plan with macOS was to require all developers to rewrite their software into the Cocoa APIs. This caused much outcry among existing Mac developers, who threatened to abandon the platform rather than invest in a costly rewrite, and the idea was shelved.[18][79] To permit a smooth transition from Mac OS 9 to Mac OS X, the Carbon Application Programming Interface (API) was created.[18] Applications written with Carbon were initially able to run natively on both classic Mac OS and Mac OS X, although this ability was later dropped as Mac OS X developed. Carbon was not included in the first product sold as Mac OS X: the little-used original release of Mac OS X Server 1.0, which also did not include the Aqua interface.[80] Apple limited further development of Carbon from the release of Leopard onwards and announced that Carbon applications would not run at 64-bit.[79][18] A number of macOS applications continued to use Carbon for some time afterwards, especially ones with heritage dating back to the classic Mac OS and for which updates would be difficult, uneconomic or not necessary. This included Microsoft Office up to Office 2016, and Photoshop up to CS5.[81][79] Early versions of macOS could also run some classic Mac OS applications through the Classic Environment with performance limitations; this feature was removed from 10.5 onwards and all Macs using Intel processors.
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Because macOS is POSIX compliant, many software packages written for the other Unix-like systems including Linux can be recompiled to run on it, including much scientific and technical software.[82] Third-party projects such as Homebrew, Fink, MacPorts and pkgsrc provide pre-compiled or pre-formatted packages. Apple and others have provided versions of the X Window System graphical interface which can allow these applications to run with an approximation of the macOS look-and-feel.[83][84][85] The current Apple-endorsed method is the open-source XQuartz project; earlier versions could use the X11 application provided by Apple, or before that the XDarwin project.[86]
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Applications can be distributed to Macs and installed by the user from any source and by any method such as downloading (with or without code signing, available via an Apple developer account) or through the Mac App Store, a marketplace of software maintained by Apple through a process requiring the company's approval. Apps installed through the Mac App Store run within a sandbox, restricting their ability to exchange information with other applications or modify the core operating system and its features. This has been cited as an advantage, by allowing users to install apps with confidence that they should not be able to damage their system, but also as a disadvantage due to blocking the Mac App Store's use for professional applications that require elevated privileges.[87][88] Applications without any code signature cannot be run by default except from a computer's administrator account.[89][90]
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Apple produces macOS applications. Some are included with macOS and some sold separately. This includes iWork, Final Cut Pro, Logic Pro, iLife, and the database application FileMaker. Numerous other developers also offer software for macOS.
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In 2018 Apple introduced an application layer, reportedly codenamed Marzipan, to port iOS apps to macOS.[91][92] macOS Mojave included ports of four first-party iOS apps including Home and News, and it was announced that the API would be available for third-party developers to use from 2019.[93][94][95]
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Tools such as XPostFacto and patches applied to the installation media have been developed by third parties to enable installation of newer versions of macOS on systems not officially supported by Apple. This includes a number of pre-G3 Power Macintosh systems that can be made to run up to and including Mac OS X 10.2 Jaguar, all G3-based Macs which can run up to and including Tiger, and sub-867 MHz G4 Macs can run Leopard by removing the restriction from the installation DVD or entering a command in the Mac's Open Firmware interface to tell the Leopard Installer that it has a clock rate of 867 MHz or greater. Except for features requiring specific hardware such as graphics acceleration or DVD writing, the operating system offers the same functionality on all supported hardware.
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As most Mac hardware components, or components similar to those, since the Intel transition are available for purchase,[100] some technology-capable groups have developed software to install macOS on non-Apple computers. These are referred to as Hackintoshes, a portmanteau of the words "hack" and "Macintosh". This violates Apple's EULA (and is therefore unsupported by Apple technical support, warranties etc.), but communities that cater to personal users, who do not install for resale and profit, have generally been ignored by Apple.[101][102][103] These self-made computers allow more flexibility and customization of hardware, but at a cost of leaving the user more responsible for their own machine, such as on matter of data integrity or security.[104] Psystar, a business that attempted to profit from selling macOS on non-Apple certified hardware, was sued by Apple in 2008.[105]
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In April 2002, eWeek announced a rumor that Apple had a version of Mac OS X code-named Marklar, which ran on Intel x86 processors. The idea behind Marklar was to keep Mac OS X running on an alternative platform should Apple become dissatisfied with the progress of the PowerPC platform.[106] These rumors subsided until late in May 2005, when various media outlets, such as The Wall Street Journal[107] and CNET,[108] announced that Apple would unveil Marklar in the coming months.[109][110][111]
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On June 6, 2005, Steve Jobs announced in his keynote address at WWDC that Apple would be making the transition from PowerPC to Intel processors over the following two years, and that Mac OS X would support both platforms during the transition. Jobs also confirmed rumors that Apple had versions of Mac OS X running on Intel processors for most of its developmental life. Intel-based Macs would run a new recompiled version of OS X along with Rosetta, a binary translation layer which enables software compiled for PowerPC Mac OS X to run on Intel Mac OS X machines.[112] The system was included with Mac OS X versions up to version 10.6.8.[113] Apple dropped support for Classic mode on the new Intel Macs. Third party emulation software such as Mini vMac, Basilisk II and SheepShaver provided support for some early versions of Mac OS. A new version of Xcode and the underlying command-line compilers supported building universal binaries that would run on either architecture.[114]
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PowerPC-only software is supported with Apple's official emulation software, Rosetta, though applications eventually had to be rewritten to run properly on the newer versions released for Intel processors. Apple initially encouraged developers to produce universal binaries with support for both PowerPC and Intel.[115] PowerPC binaries suffer a performance penalty when run on Intel Macs through Rosetta. Moreover, some PowerPC software, such as kernel extensions and System Preferences plugins, are not supported on Intel Macs at all. Some PowerPC applications would not run on macOS at all. Plugins for Safari need to be compiled for the same platform as Safari, so when Safari is running on Intel, it requires plug-ins that have been compiled as Intel-only or universal binaries, so PowerPC-only plug-ins will not work.[116] While Intel Macs can run PowerPC, Intel, and universal binaries, PowerPC Macs support only universal and PowerPC builds.
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Support for the PowerPC platform was dropped following the transition. In 2009, Apple announced at WWDC that Mac OS X 10.6 Snow Leopard would drop support for PowerPC processors and be Intel-only.[117] Rosetta continued to be offered as an optional download or installation choice in Snow Leopard before it was discontinued with Mac OS X 10.7 Lion.[118][118] In addition, new versions of Mac OS X first- and third-party software increasingly required Intel processors, including new versions of iLife, iWork, Aperture and Logic Pro.
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Rumors of Apple shifting Macs to the ARM processors used by iOS devices began circulating as early as 2011,[119] and ebbed and flowed throughout the 2010s.[120] Rumors intensified in 2020, when numerous reports announced that the company would announce its shift to its custom processors at WWDC.[121]
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Apple officially announced its shift to processors designed in-house on June 22, 2020 at WWDC 2020, with the transition planned to last for two years.[122] The first release of macOS to support ARM will be macOS Big Sur.
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One of the major differences between the classic Mac OS and the current macOS was the addition of Aqua, a graphical user interface with water-like elements, in the first major release of Mac OS X. Every window element, text, graphic, or widget is drawn on-screen using spatial anti-aliasing technology.[123] ColorSync, a technology introduced many years before, was improved and built into the core drawing engine, to provide color matching for printing and multimedia professionals.[124] Also, drop shadows were added around windows and isolated text elements to provide a sense of depth. New interface elements were integrated, including sheets (dialog boxes attached to specific windows) and drawers, which would slide out and provide options.
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The use of soft edges, translucent colors, and pinstripes, similar to the hardware design of the first iMacs, brought more texture and color to the user interface when compared to what Mac OS 9 and Mac OS X Server 1.0's "Platinum" appearance had offered. According to Siracusa, the introduction of Aqua and its departure from the then conventional look "hit like a ton of bricks."[125]
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Bruce Tognazzini (who founded the original Apple Human Interface Group) said that the Aqua interface in Mac OS X 10.0 represented a step backwards in usability compared with the original Mac OS interface.[126][127]
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Third-party developers started producing skins for customizable applications and other operating systems which mimicked the Aqua appearance. To some extent, Apple has used the successful transition to this new design as leverage, at various times threatening legal action against people who make or distribute software with an interface the company says is derived from its copyrighted design.[128]
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Apple has continued to change aspects of the macOS appearance and design, particularly with tweaks to the appearance of windows and the menu bar. Since 2012, Apple has sold many of its Mac models with high-resolution Retina displays, and macOS and its APIs have extensive support for resolution-independent development on supporting high-resolution displays. Reviewers have described Apple's support for the technology as superior to that on Windows.[129][130][131]
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The human interface guidelines published by Apple for macOS are followed by many applications, giving them consistent user interface and keyboard shortcuts.[132] In addition, new services for applications are included, which include spelling and grammar checkers, special characters palette, color picker, font chooser and dictionary; these global features are present in every Cocoa application, adding consistency. The graphics system OpenGL composites windows onto the screen to allow hardware-accelerated drawing. This technology, introduced in version 10.2, is called Quartz Extreme, a component of Quartz. Quartz's internal imaging model correlates well with the Portable Document Format (PDF) imaging model, making it easy to output PDF to multiple devices.[124] As a side result, PDF viewing and creating PDF documents from any application are built-in features.[133] Reflecting its popularity with design users, macOS also has system support for a variety of professional video and image formats and includes an extensive pre-installed font library, featuring many prominent brand-name designs.[134]
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The Finder is a file browser allowing quick access to all areas of the computer, which has been modified throughout subsequent releases of macOS.[135][136] Quick Look has been part of the Finder since version 10.5. It allows for dynamic previews of files, including videos and multi-page documents without opening any other applications. Spotlight, a file searching technology which has been integrated into the Finder since version 10.4, allows rapid real-time searches of data files; mail messages; photos; and other information based on item properties (metadata) and/or content.[137][138] macOS makes use of a Dock, which holds file and folder shortcuts as well as minimized windows.
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Apple added Exposé in version 10.3 (called Mission Control since version 10.7), a feature which includes three functions to help accessibility between windows and desktop. Its functions are to instantly display all open windows as thumbnails for easy navigation to different tasks, display all open windows as thumbnails from the current application, and hide all windows to access the desktop.[139] FileVault is optional encryption of the user's files with the 128-bit Advanced Encryption Standard (AES-128).[140]
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Features introduced in version 10.4 include Automator, an application designed to create an automatic workflow for different tasks;[141] Dashboard, a full-screen group of small applications called desktop widgets that can be called up and dismissed in one keystroke;[142] and Front Row, a media viewer interface accessed by the Apple Remote.[143] Sync Services allows applications to access a centralized extensible database for various elements of user data, including calendar and contact items. The operating system then managed conflicting edits and data consistency.[144]
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All system icons are scalable up to 512×512 pixels as of version 10.5 to accommodate various places where they appear in larger size, including for example the Cover Flow view, a three-dimensional graphical user interface included with iTunes, the Finder, and other Apple products for visually skimming through files and digital media libraries via cover artwork. That version also introduced Spaces, a virtual desktop implementation which enables the user to have more than one desktop and display them in an Exposé-like interface;[145] an automatic backup technology called Time Machine, which allows users to view and restore previous versions of files and application data;[146] and Screen Sharing was built in for the first time.[147]
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In more recent releases, Apple has developed support for emoji characters by including the proprietary Apple Color Emoji font.[148][149] Apple has also connected macOS with social networks such as Twitter and Facebook through the addition of share buttons for content such as pictures and text.[150] Apple has brought several applications and features that originally debuted in iOS, its mobile operating system, to macOS in recent releases, notably the intelligent personal assistant Siri, which was introduced in version 10.12 of macOS.[151][152]
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There are 39 system languages available in macOS for the user at the moment of installation; the system language is used throughout the entire operating system environment.[7] Input methods for typing in dozens of scripts can be chosen independently of the system language.[153] Recent updates have added increased support for Chinese characters and interconnections with popular social networks in China.[154][155][156][157]
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macOS can be updated using the Software Update preference pane in System Preferences or the softwareupdate command line utility. Until OS X 10.8 Mountain Lion, a separate Software Update application performed this functionality. In Mountain Lion and later, this was merged into the Mac App Store application, although the underlying update mechanism remains unchanged and is fundamentally different from the download mechanism used when purchasing an App Store application. In macOS 10.14 Mojave, the updating function was moved again to the Software Update preference pane.
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With the exception of Mac OS X Server 1.0 and the original public beta, OS X versions were named after big cats until OS X 10.9 Mavericks, when Apple switched to using California locations. Prior to its release, Mac OS X 10.0 was code named "Cheetah" internally at Apple, and Mac OS X 10.1 was code named internally as "Puma". After the immense buzz surrounding Mac OS X 10.2, codenamed "Jaguar", Apple's product marketing began openly using the code names to promote the operating system. Mac OS X 10.3 was marketed as "Panther", Mac OS X 10.4 as "Tiger", Mac OS X 10.5 as "Leopard", Mac OS X 10.6 as "Snow Leopard", Mac OS X 10.7 as "Lion", OS X 10.8 as "Mountain Lion", and OS X 10.9 as "Mavericks".
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"Panther", "Tiger" and "Leopard" are registered as trademarks of Apple,[178][179][180] but "Cheetah", "Puma" and "Jaguar" have never been registered. Apple has also registered "Lynx" and "Cougar" as trademarks, though these were allowed to lapse.[181][182] Computer retailer Tiger Direct sued Apple for its use of the name "Tiger". On May 16, 2005 a US federal court in the Southern District of Florida ruled that Apple's use did not infringe on Tiger Direct's trademark.[183]
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On September 13, 2000, Apple released a $29.95[184] "preview" version of Mac OS X, internally codenamed Kodiak, to gain feedback from users.
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The "PB", as it was known, marked the first public availability of the Aqua interface and Apple made many changes to the UI based on customer feedback. Mac OS X Public Beta expired and ceased to function in Spring 2001.[185]
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On March 24, 2001, Apple released Mac OS X 10.0 (internally codenamed Cheetah).[186]
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The initial version was slow,[187] incomplete,[188] and had very few applications available at launch, mostly from independent developers.[189] While many critics suggested that the operating system was not ready for mainstream adoption, they recognized the importance of its initial launch as a base on which to improve.[188] Simply releasing Mac OS X was received by the Macintosh community as a great accomplishment,[188] for attempts to overhaul the Mac OS had been underway since 1996, and delayed by countless setbacks. Following some bug fixes, kernel panics became much less frequent.[citation needed]
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Later that year on September 25, 2001, Mac OS X 10.1 (internally codenamed Puma) was released. It featured increased performance and provided missing features, such as DVD playback. Apple released 10.1 as a free upgrade CD for 10.0 users, in addition to the US$129 boxed version for people running Mac OS 9. It was discovered that the upgrade CDs were full install CDs that could be used with Mac OS 9 systems by removing a specific file; Apple later re-released the CDs in an actual stripped-down format that did not facilitate installation on such systems.[190] On January 7, 2002, Apple announced that Mac OS X was to be the default operating system for all Macintosh products by the end of that month.[191]
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On August 23, 2002,[192] Apple followed up with Mac OS X 10.2 Jaguar, the first release to use its code name as part of the branding.[193]
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It brought great raw performance improvements, a sleeker look, and many powerful user-interface enhancements (over 150, according to Apple[194]
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), including Quartz Extreme for compositing graphics directly on an ATI Radeon or Nvidia GeForce2 MX AGP-based video card with at least 16 MB of VRAM, a system-wide repository for contact information in the new Address Book, and an instant messaging client named iChat.[195] The Happy Mac which had appeared during the Mac OS startup sequence for almost 18 years was replaced with a large grey Apple logo with the introduction of Mac OS X v10.2.[196]
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Mac OS X v10.3 Panther was released on October 24, 2003. It significantly improved performance and incorporated the most extensive update yet to the user interface. Panther included as many or more new features as Jaguar had the year before, including an updated Finder, incorporating a brushed-metal interface, Fast user switching, Exposé (Window manager), FileVault, Safari, iChat AV (which added video conferencing features to iChat), improved Portable Document Format (PDF) rendering and much greater Microsoft Windows interoperability.[197] Support for some early G3 computers such as "beige" Power Macs and "WallStreet" PowerBooks was discontinued.[198]
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Mac OS X 10.4 Tiger was released on April 29, 2005. Apple stated that Tiger contained more than 200 new features.[199] As with Panther, certain older machines were no longer supported; Tiger requires a Mac with 256 MB and a built-in FireWire port.[99] Among the new features, Tiger introduced Spotlight, Dashboard, Smart Folders, updated Mail program with Smart Mailboxes, QuickTime 7, Safari 2, Automator, VoiceOver, Core Image and Core Video. The initial release of the Apple TV used a modified version of Tiger with a different graphical interface and fewer applications and services.[200] On January 10, 2006, Apple released the first Intel-based Macs along with the 10.4.4 update to Tiger. This operating system functioned identically on the PowerPC-based Macs and the new Intel-based machines, with the exception of the Intel release lacking support for the Classic environment.[201]
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Mac OS X 10.5 Leopard was released on October 26, 2007. It was called by Apple "the largest update of Mac OS X". It brought more than 300 new features.[202] Leopard supports both PowerPC- and Intel x86-based Macintosh computers; support for the G3 processor was dropped and the G4 processor required a minimum clock rate of 867 MHz, and at least 512 MB of RAM to be installed. The single DVD works for all supported Macs (including 64-bit machines). New features include a new look, an updated Finder, Time Machine, Spaces, Boot Camp pre-installed,[203] full support for 64-bit applications (including graphical applications), new features in Mail and iChat, and a number of new security features. Leopard is an Open Brand UNIX 03 registered product on the Intel platform. It was also the first BSD-based OS to receive UNIX 03 certification.[12][204] Leopard dropped support for the Classic Environment and all Classic applications.[205] It was the final version of Mac OS X to support the PowerPC architecture.[206]
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Mac OS X 10.6 Snow Leopard was released on August 28, 2009. Rather than delivering big changes to the appearance and end user functionality like the previous releases of Mac OS X, Snow Leopard focused on "under the hood" changes, increasing the performance, efficiency, and stability of the operating system. For most users, the most noticeable changes were: the disk space that the operating system frees up after a clean install compared to Mac OS X 10.5 Leopard, a more responsive Finder rewritten in Cocoa, faster Time Machine backups, more reliable and user-friendly disk ejects, a more powerful version of the Preview application, as well as a faster Safari web browser. Snow Leopard only supported machines with Intel CPUs, required at least 1 GB of RAM, and dropped default support for applications built for the PowerPC architecture (Rosetta could be installed as an additional component to retain support for PowerPC-only applications).[207]
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Snow Leopard also featured new 64-bit technology capable of supporting greater amounts of RAM, improved support for multi-core processors through Grand Central Dispatch, and advanced GPU performance with OpenCL.[208]
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The 10.6.6 update introduced support for the Mac App Store, Apple's digital distribution platform for macOS applications.[209]
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Mac OS X 10.7 Lion was released on July 20, 2011. It brought developments made in Apple's iOS, such as an easily navigable display of installed applications called Launchpad and a greater use of multi-touch gestures, to the Mac. This release removed Rosetta, making it incompatible with PowerPC applications.[118]
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Changes made to the GUI include auto-hiding scrollbars that only appear when they are used, and Mission Control which unifies Exposé, Spaces, Dashboard, and full-screen applications within a single interface.[210] Apple also made changes to applications: they resume in the same state as they were before they were closed, similar to iOS. Documents auto-save by default.[211]
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OS X 10.8 Mountain Lion was released on July 25, 2012.[173] Following the release of Lion the previous year, it was the first of the annual rather than two-yearly updates to OS X (and later macOS), which also closely aligned with the annual iOS operating system updates. It incorporates some features seen in iOS 5, which include Game Center, support for iMessage in the new Messages messaging application, and Reminders as a to-do list app separate from iCal (which is renamed as Calendar, like the iOS app). It also includes support for storing iWork documents in iCloud.[212] Notification Center, which makes its debut in Mountain Lion, is a desktop version similar to the one in iOS 5.0 and higher. Application pop-ups are now concentrated on the corner of the screen, and the Center itself is pulled from the right side of the screen. Mountain Lion also includes more Chinese features including support for Baidu as an option for Safari search engine, QQ, 163.com and 126.com services for Mail, Contacts and Calendar, Youku, Tudou and Sina Weibo are integrated into share sheets.[157]
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Starting with Mountain Lion, Apple software updates (including the OS) are distributed via the App Store.[213] This updating mechanism replaced the Apple Software Update utility.[214]
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OS X 10.9 Mavericks was released on October 22, 2013. It was a free upgrade to all users running Snow Leopard or later with a 64-bit Intel processor.[215] Its changes include the addition of the previously iOS-only Maps and iBooks applications, improvements to the Notification Center, enhancements to several applications, and many under-the-hood improvements.[216]
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OS X 10.10 Yosemite was released on October 16, 2014. It features a redesigned user interface similar to that of iOS 7, intended to feature a more minimal, text-based 'flat' design, with use of translucency effects and intensely saturated colors.[217] Apple's showcase new feature in Yosemite is Handoff, which enables users with iPhones running iOS 8.1 or later to answer phone calls, receive and send SMS messages, and complete unfinished iPhone emails on their Mac. As of OS X 10.10.3, Photos replaced iPhoto and Aperture.[218]
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OS X 10.11 El Capitan was released on September 30, 2015. Similar to Mac OS X 10.6 Snow Leopard, Apple described this release as containing "refinements to the Mac experience" and "improvements to system performance" rather than new features. Refinements include public transport built into the Maps application, GUI improvements to the Notes application, adopting San Francisco as the system font for clearer legibility, and the introduction of System Integrity Protection.
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The Metal API, first introduced in iOS 8, was also included in this operating system for "all Macs since 2012".[219] According to Apple, Metal accelerates system-level rendering by up to 50 percent, resulting in faster graphics performance for everyday apps. Metal also delivers up to 10 times faster draw call performance for more fluid experience in games and pro apps.[220]
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macOS 10.12 Sierra was released to the public on September 20, 2016. New features include the addition of Siri, Optimized Storage, and updates to Photos, Messages, and iTunes.[221][222]
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+
macOS 10.13 High Sierra was released to the public on September 25, 2017.[223] Like OS X El Capitan and OS X Mountain Lion, High Sierra is a refinement-based update having very few new features visible to the user, including updates to Safari, Photos, and Mail, among other changes.[224]
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+
The major change under the hood is the switch to the Apple File System, optimized for the solid-state storage used in most new Mac computers.[225]
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macOS 10.14 Mojave was released on September 24, 2018.[52] The update introduced a system-wide dark mode and several new apps lifted from iOS, such as Apple News.
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macOS 10.15 Catalina was released on October 7, 2019.[226] Updates included enhanced voice control, and bundled apps for music, video, and podcasts that together replace the functions of iTunes, with support for 32-bit applications officially dropped.[227]
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macOS Big Sur was announced on June 22, 2020, during the WWDC keynote speech.[228] The major version number is changed, for the first time in a macOS release, making it macOS 11.0. It brings ARM support, brand new icons and GUI to the system.[229]
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As of July 2016, macOS is the second-most-active general-purpose desktop client operating system used on the World Wide Web following Microsoft Windows, with a 4.90% usage share according to statistics compiled by the Wikimedia Foundation. It is the second-most widely used desktop operating system (for web browsing), after Windows, and is estimated at approximately five times the usage of Linux (which has 1.01%). Usage share generally continues to shift away from the desktop and toward mobile operating systems such as iOS and Android.[230]
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In its earlier years, Mac OS X enjoyed a near-absence of the types of malware and spyware that have affected Microsoft Windows users.[231][232][233] macOS has a smaller usage share compared to Windows,[234] but it also has traditionally more secure Unix roots. Worms, as well as potential vulnerabilities, were noted in 2006, which led some industry analysts and anti-virus companies to issue warnings that Apple's Mac OS X is not immune to malware.[235] Increasing market share coincided with additional reports of a variety of attacks.[236] In early 2011, Mac OS X experienced a large increase in malware attacks,[237] and malware such as Mac Defender, MacProtector, and MacGuard were seen as an increasing problem for Mac users. At first, the malware installer required the user to enter the administrative password, but later versions installed without user input.[238] Initially, Apple support staff were instructed not to assist in the removal of the malware or admit the existence of the malware issue, but as the malware spread, a support document was issued. Apple announced an OS X update to fix the problem. An estimated 100,000 users were affected.[239][240] Apple releases security updates for macOS regularly,[241] as well as signature files for Xprotect, an anti-malware feature part of File Quarantine present since Mac OS X Snow Leopard.[242]
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|
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As a device company, Apple has mostly promoted macOS to sell Macs, with promotion of macOS updates focused on existing users, promotion at Apple Store and other retail partners, or through events for developers. In larger scale advertising campaigns, Apple specifically promoted macOS as better for handling media and other home-user applications, and comparing Mac OS X (especially versions Tiger and Leopard) with the heavy criticism Microsoft received for the long-awaited Windows Vista operating system.[243][244]
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1 |
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An acronym is a word or name formed from the initial components of a longer name or phrase, usually using individual initial letters, as in NATO (North Atlantic Treaty Organization) or EU (European Union), but sometimes using syllables, as in Benelux (Belgium, Netherlands and Luxembourg), or a mixture of the two, as in radar (RAdio Detection And Ranging). Similarly, acronyms are sometimes pronounced as words, as in NASA or UNESCO, sometimes as the individual letters, as in FBI or ATM, or a mixture of the two, as in JPEG or IUPAC.
|
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|
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+
The broader sense of acronym inclusive of terms pronounced as the individual letters (such as "TNT") is sometimes criticized, but it is the term's original meaning[1] and is in common use.[2] Language authorities such as dictionary and style guide editors are not in universal agreement on the naming for such abbreviations: in particular it is a matter of some dispute whether the term acronym can be legitimately applied to abbreviations which are not pronounced "as words"; nor do they agree on the correct use of space, case, and punctuation. See the Nomenclature, Lexicography and style guides and Orthographic styling sections below.
|
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The word acronym is formed from the Greek roots acr-, meaning "height, summit, or tip" and -onym, meaning "name".[3] This neoclassical compound appears to have originated in German, with attestations for the German form Akronym from as early as 1921. [4] English language citations for acronym date to a 1940 translation of a Lion Feuchtwanger novel.[5]
|
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|
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Whereas an abbreviation may be any type of shortened form, such as words with the middle omitted (for example, Rd for road or Dr for Doctor), an acronym is formed from the first letter or first few letters of each word in a phrase (such as sonar, created from sound navigation and ranging). In addition to acronym, the terms initialism and alphabetism are also used for abbreviations formed from a string of initials.
|
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|
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+
There is no special term for abbreviations whose pronunciation involves the combination of letter names and words or word-like pronunciations of strings of letters, such as "JPEG" /ˈdʒeɪpɛɡ/ and "MS-DOS" /ˌɛmɛsˈdɒs/. There is also some disagreement as to what to call abbreviations that some speakers pronounce as letters and others pronounce as a word. For example, the terms "URL" and "IRA" can be pronounced as individual letters: /ˌjuːˌɑːrˈɛl/ and /ˌaɪˌɑːrˈeɪ/, respectively; or as a single word: /ɜːrl/ and /ˈaɪrə/, respectively.
|
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|
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+
The spelled-out form of an acronym or initialism (that is, what it stands for) is called its expansion.
|
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+
|
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+
It is an unsettled question in English lexicography and style guides whether it is legitimate to use the word acronym to describe forms that use initials but are not pronounced as a word. While there is plenty of evidence that acronym is used widely in this way, some sources do not acknowledge this usage, reserving the term acronym only for forms pronounced as a word, and using initialism or abbreviation for those that are not. Some sources acknowledge the usage, but vary in whether they criticize or forbid it, allow it without comment, or explicitly advocate for it.
|
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+
Some mainstream English dictionaries from across the English-speaking world affirm a sense of acronym which does not require being pronounced as a word. American English dictionaries such as Merriam-Webster,[6] Dictionary.com's Random House Webster's Unabridged Dictionary[7] and the American Heritage Dictionary[8] as well as the British Oxford English Dictionary[1] and the Australian Macquarie Dictionary[9] all include a sense in their entries for acronym equating it with initialism, although The American Heritage Dictionary criticizes it with the label "usage problem".[8] However, many English language dictionaries, such as the
|
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+
Collins COBUILD Advanced Dictionary,[10] Cambridge Advanced Learner's Dictionary,[11] Macmillan Dictionary,[12] Longman Dictionary of Contemporary English,[13] New Oxford American Dictionary,[14] Webster's New World Dictionary,[15] and Lexico from Oxford University Press[16] do not acknowledge such a sense.
|
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|
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Most of the dictionary entries and style guide recommendations regarding the term acronym through the twentieth century did not explicitly acknowledge or support the expansive sense. The Merriam–Webster's Dictionary of English Usage from 1994 is one of the earliest publications to advocate for the expansive sense,[17] and all the major dictionary editions that include a sense of acronym equating it with initialism were first published in the twenty-first century. The trend among dictionary editors appears to be towards including a sense defining acronym as initialism: The Merriam-Webster Collegiate Dictionary added such a sense in its eleventh edition in 2003,[18][19] and both the Oxford English Dictionary[20][1] and the American Heritage Dictionary [21][8]added such senses in their 2011 editions. The 1989 edition of the Oxford English Dictionary only included the exclusive sense for acronym and its earliest citation was from 1943.[20] In early December 2010, Duke University researcher Stephen Goranson published a citation for acronym to the American Dialect Society e-mail discussion list which refers to PGN being pronounced "pee-gee-enn," antedating English language usage of the word to 1940.[22] Linguist Ben Zimmer then mentioned this citation in his December 16, 2010 "On Language" column about acronyms in The New York Times Magazine.[23] By 2011, the publication of the third edition of the Oxford English Dictionary added the expansive sense to its entry for acronym and included the 1940 citation.[1] As the Oxford English Dictionary structures the senses in order of chronological development,[24] it now gives the "initialism" sense first.
|
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+
|
22 |
+
English language usage and style guides which have entries for acronym generally criticize the usage that refers to forms that are not pronounceable words. Fowler's Dictionary of Modern English Usage says that acronym "denotes abbreviations formed from initial letters of other words and pronounced as a single word, such as NATO (as distinct from B-B-C)" but adds later "In everyday use, acronym is often applied to abbreviations that are technically initialisms, since they are pronounced as separate letters."[25] The Chicago Manual of Style acknowledges the complexity ("Furthermore, an acronym and initialism are occasionally combined (JPEG), and the line between initialism and acronym is not always clear") but still defines the terms as mutually exclusive.[26] Other guides outright deny any legitimacy to the usage: Bryson's Dictionary of Troublesome Words says "Abbreviations that are not pronounced as words (IBM, ABC, NFL) are not acronyms; they are just abbreviations."[27] Garner's Modern American Usage says "An acronym is made from the first letters or parts of a compound term. It's read or spoken as a single word, not letter by letter."[28] The New York Times Manual of Style and Usage says "Unless pronounced as a word, an abbreviation is not an acronym."[29]
|
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+
|
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+
In contrast, some style guides do support it, whether explicitly or implicitly. The 1994 edition of Merriam–Webster's Dictionary of English Usage defends the usage on the basis of a claim that dictionaries do not make a distinction.[17] The BuzzFeed style guide describes CBS and PBS as "acronyms ending in S".[30]
|
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|
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+
Acronymy, like retronymy, is a linguistic process that has existed throughout history but for which there was little to no naming, conscious attention, or systematic analysis until relatively recent times. Like retronymy, it became much more common in the 20th century than it had formerly been.
|
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+
|
28 |
+
Ancient examples of acronymy (regardless of whether there was metalanguage at the time to describe it) include the following:
|
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+
|
30 |
+
During the mid- to late 19th century, an acronym-disseminating trend spread through the American and European business communities: abbreviating corporation names, such as on the sides of railroad cars (e.g., "Richmond, Fredericksburg and Potomac Railroad" → "RF&P"); on the sides of barrels and crates; and on ticker tape and in the small-print newspaper stock listings that got their data from it (e.g. American Telephone and Telegraph Company → AT&T). Some well-known commercial examples dating from the 1890s through 1920s include "Nabisco" ("National Biscuit Company"),[36] "Esso" (from "S.O.", from "Standard Oil"), and "Sunoco" ("Sun Oil Company").
|
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+
|
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+
Another driver for the adoption of acronyms was modern warfare, with its many highly technical terms. While there is no recorded use of military acronyms in documents dating from the American Civil War (acronyms such as "ANV" for "Army of Northern Virginia" post-date the war itself), they had become somewhat common in World War I and were very much a part even of the vernacular language of the soldiers during World War II,[37] who themselves were referred to as G.I.s.
|
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|
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The widespread, frequent use of acronyms across the whole range of registers is a relatively new linguistic phenomenon in most languages, becoming increasingly evident since the mid-20th century. As literacy rates rose, and as advances in science and technology brought with them a constant stream of new (and sometimes more complex) terms and concepts, the practice of abbreviating terms became increasingly convenient. The Oxford English Dictionary (OED) records the first printed use of the word initialism as occurring in 1899, but it did not come into general use until 1965, well after acronym had become common.
|
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In English, acronyms pronounced as words may be a 20th-century phenomenon. Linguist David Wilton in Word Myths: Debunking Linguistic Urban Legends claims that "forming words from acronyms is a distinctly twentieth- (and now twenty-first-) century phenomenon. There is only one known pre-twentieth-century [English] word with an acronymic origin and it was in vogue for only a short time in 1886. The word is colinderies or colinda, an acronym for the Colonial and Indian Exposition held in London in that year."[38][39] However, although acronymic words seem not to have been employed in general vocabulary before the 20th century (as Wilton points out), the concept of their formation is treated as effortlessly understood (and evidently not novel) in a Poe story of the 1830s, "How to Write a Blackwood Article", which includes the contrived acronym "P.R.E.T.T.Y.B.L.U.E.B.A.T.C.H.".
|
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The use of Latin and Neo-Latin terms in vernaculars has been pan-European and predates modern English. Some examples of acronyms in this class are:
|
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The earliest example of a word derived from an acronym listed by the OED is "abjud" (now "abjad"), formed from the original first four letters of the Arabic alphabet in the late 18th century.[40] Some acrostics predate this, however, such as the Restoration witticism arranging the names of some members of Charles II's Committee for Foreign Affairs to produce the "CABAL" ministry.[41]
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Acronyms are used most often to abbreviate names of organizations and long or frequently referenced terms. The armed forces and government agencies frequently employ acronyms; some well-known examples from the United States are among the "alphabet agencies" (also jokingly referred to as "alphabet soup") created by Franklin D. Roosevelt (also of course known as "FDR") under the New Deal. Business and industry also are prolific coiners of acronyms. The rapid advance of science and technology in recent centuries seems to be an underlying force driving the usage, as new inventions and concepts with multiword names create a demand for shorter, more manageable names.[citation needed] One representative example, from the U.S. Navy, is "COMCRUDESPAC", which stands for "commander, cruisers destroyers Pacific"; it is also seen as "ComCruDesPac". "YABA-compatible" (where "YABA" stands for "yet another bloody acronym") is used to mean that a term's acronym can be pronounced but is not an offensive word, e.g. "When choosing a new name, be sure it is 'YABA-compatible'."[42]
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Acronym use has been further popularized by text messaging on mobile phones with short message service (SMS), and instant messenger (IM). To fit messages into the 160-character SMS limit, and to save time, acronyms such as "GF" ("girlfriend"), "LOL" ("laughing out loud"), and "DL" ("download" or "down low") have become popular.[43] Some prescriptivists disdain texting acronyms and abbreviations as decreasing clarity, or as failure to use "pure" or "proper" English. Others point out that language change has happened for thousands of years, and argue that it should be embraced as inevitable, or as innovation that adapts the language to changing circumstances. In this view, the modern practice is just as legitimate as those in "proper" English of the current generation of speakers, such as the abbreviation of corporation names in places with limited writing space (e.g., ticker tape, newspaper column inches).
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In formal writing for a broad audience, the expansion is typically given at the first occurrence of the acronym within a given text, for the benefit of those readers who do not know what it stands for.[44]
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In addition to expansion at first use, some publications also have a key listing all the acronyms used and what their expansions are. This is a convenience for readers for two reasons. The first is that if they are not reading the entire publication sequentially (which is a common mode of reading), then they may encounter an acronym without having seen its expansion. Having a key at the start or end of the publication obviates skimming over the text searching for an earlier use to find the expansion. (This is especially important in the print medium, where no search utility is available.) The second reason for the key feature is its pedagogical value in educational works such as textbooks. It gives students a way to review the meanings of the acronyms introduced in a chapter after they have done the line-by-line reading, and also a way to quiz themselves on the meanings (by covering up the expansion column and recalling the expansions from memory, then checking their answers by uncovering). In addition, this feature enables readers possessing knowledge of the abbreviations not to have to encounter expansions (redundant for such readers).
|
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Expansion at first use and the abbreviation-key feature are aids to the reader that originated in the print era, but they are equally useful in print and online. The online medium also allows more aids, such as tooltips, hyperlinks, and rapid search via search engine technology.
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Acronyms often occur in jargon. An acronym may have different meanings in different areas of industry, writing, and scholarship. The general reason for this is convenience and succinctness for specialists, although it has led some to obfuscate the meaning either intentionally, to deter those without such domain-specific knowledge, or unintentionally, by creating an acronym that already existed.
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The medical literature has been struggling to control the proliferation of acronyms as their use has evolved from aiding communication to hindering it. This has become such a problem that it is even evaluated at the level of medical academies such as the American Academy of Dermatology.
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[45]
|
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Acronyms are often taught as mnemonic devices, for example in physics the colors of the visible spectrum are said to be "ROY G. BIV" ("red-orange-yellow-green-blue-indigo-violet"). They are also used as mental checklists, for example in aviation: "GUMPS", which is "gas-undercarriage-mixture-propeller-seatbelts". Other examples of mnemonic acronyms are "CAN SLIM", and "PAVPANIC" as well as "PEMDAS".
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It is not uncommon for acronyms to be cited in a kind of false etymology, called a folk etymology, for a word. Such etymologies persist in popular culture but have no factual basis in historical linguistics, and are examples of language-related urban legends. For example, "cop" is commonly cited as being derived, it is presumed, from "constable on patrol",[46] and "posh" from "port outward, starboard home".[47] With some of these specious expansions, the "belief" that the etymology is acronymic has clearly been tongue-in-cheek among many citers, as with "gentlemen only, ladies forbidden" for "golf", although many other (more credulous) people have uncritically taken it for fact.[47][48] Taboo words in particular commonly have such false etymologies: "shit" from "ship/store high in transit"[38][49] or "special high-intensity training" and "fuck" from "for unlawful carnal knowledge", or "fornication under consent/command of the king".[49]
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In English, abbreviations have traditionally been written with a full stop/period/point in place of the deleted part to show the ellipsis of letters – although the colon and apostrophe have also had this role – and with a space after full stops (e.g. "A. D."). In the case of most acronyms, each letter is an abbreviation of a separate word and, in theory, should get its own termination mark. Such punctuation is diminishing with the belief that the presence of all-capital letters is sufficient to indicate that the word is an abbreviation.[50]
|
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Some influential style guides, such as that of the BBC, no longer require punctuation to show ellipsis; some even proscribe it. Larry Trask, American author of The Penguin Guide to Punctuation, states categorically that, in British English, "this tiresome and unnecessary practice is now obsolete."[51]
|
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Nevertheless, some influential style guides, many of them American, still require periods in certain instances. For example, The New York Times Manual of Style and Usage recommends following each segment with a period when the letters are pronounced individually, as in "K.G.B.", but not when pronounced as a word, as in "NATO".[52] The logic of this style is that the pronunciation is reflected graphically by the punctuation scheme.
|
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|
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When a multiple-letter abbreviation is formed from a single word, periods are in general not used, although they may be common in informal usage. "TV", for example, may stand for a single word ("television" or "transvestite", for instance), and is in general spelled without punctuation (except in the plural). Although "PS" stands for the single word "postscript" (or the Latin postscriptum), it is often spelled with periods ("P.S.").
|
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|
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The slash ('/', or solidus) is sometimes used to separate the letters in a two-letter acronym, as in "N/A" ("not applicable, not available"), "c/o" ("care of") and "w/o" ("without").
|
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|
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Inconveniently long words used frequently in related contexts can be represented according to their letter count. For example, "i18n" abbreviates "internationalization", a computer-science term for adapting software for worldwide use. The "18" represents the 18 letters that come between the first and the last in "internationalization". "Localization" can be abbreviated "l10n", "multilingualization" "m17n", and "accessibility" "a11y". In addition to the use of a specific number replacing that many letters, the more general "x" can be used to replace an unspecified number of letters. Examples include "Crxn" for "crystallization" and the series familiar to physicians for history, diagnosis, and treatment ("hx", "dx", "tx").
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There is a question about how to pluralize acronyms. Often a writer will add an 's' following an apostrophe, as in "PC's". However, Kate Turabian, writing about style in academic writings,[53] allows for an apostrophe to form plural acronyms "only when an abbreviation contains internal periods or both capital and lowercase letters". Turabian would therefore prefer "DVDs" and "URLs" and "Ph.D.'s". The Modern Language Association[54] and American Psychological Association[55][56] prohibit apostrophes from being used to pluralize acronyms regardless of periods (so "compact discs" would be "CDs" or "C.D.s"), whereas The New York Times Manual of Style and Usage requires an apostrophe when pluralizing all abbreviations regardless of periods (preferring "PC's, TV's and VCR's").[57]
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Possessive plurals that also include apostrophes for mere pluralization and periods appear especially complex: for example, "the C.D.'s' labels" (the labels of the compact discs). In some instances, however, an apostrophe may increase clarity: for example, if the final letter of an abbreviation is "S", as in "SOS's" (although abbreviations ending with S can also take "-es", e.g. "SOSes"), or when pluralizing an abbreviation that has periods.[58][59]
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A particularly rich source of options arises when the plural of an acronym would normally be indicated in a word other than the final word if spelled out in full. A classic example is "Member of Parliament", which in plural is "Members of Parliament". It is possible then to abbreviate this as "M's P".[60][61] (or similar[62]), as used by former Australian Prime Minister Ben Chifley.[63][64][65] This usage is less common than forms with "s" at the end, such as "MPs", and may appear dated or pedantic. In common usage, therefore, "weapons of mass destruction" becomes "WMDs", "prisoners of war" becomes "POWs", and "runs batted in" becomes "RBIs".[66]
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The argument that acronyms should have no different plural form (for example, "If D can stand for disc, it can also stand for discs") is in general disregarded because of the practicality in distinguishing singulars and plurals. This is not the case, however, when the abbreviation is understood to describe a plural noun already: For example, "U.S." is short for "United States", but not "United State". In this case, the options for making a possessive form of an abbreviation that is already in its plural form without a final "s" may seem awkward: for example, "U.S.", "U.S.'s", etc. In such instances, possessive abbreviations are often forgone in favor of simple attributive usage (for example, "the U.S. economy") or expanding the abbreviation to its full form and then making the possessive (for example, "the United States' economy"). On the other hand, in speech, the pronunciation "United States's" sometimes is used.
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Abbreviations that come from single, rather than multiple, words – such as "TV" ("television") – are usually pluralized without apostrophes ("two TVs"); most writers feel that the apostrophe should be reserved for the possessive ("the TV's antenna").
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In some languages, the convention of doubling the letters in the acronym is used to indicate plural words: for example, the Spanish EE.UU., for Estados Unidos ('United States'). This old convention is still followed for a limited number of English abbreviations, such as SS. for "Saints", pp. for the Latin plural of "pages", paginae, or MSS for "manuscripts". In the case of pp. it derives from the original Latin phrase "per procurationem" meaning 'through the agency of';[67] an English translation alternative is particular pages in a book or document: see pp. 8–88.[68]
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The most common capitalization scheme seen with acronyms is all-uppercase (all-caps), except for those few that have linguistically taken on an identity as regular words, with the acronymous etymology of the words fading into the background of common knowledge, such as has occurred with the words "scuba", "laser", and "radar": these are known as anacronyms.[69] Anacronyms (note well -acro-) should not be homophonously confused with anachronyms (note well -chron-), which are a type of misnomer.
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Small caps are sometimes used to make the run of capital letters seem less jarring to the reader. For example, the style of some American publications, including the Atlantic Monthly and USA Today, is to use small caps for acronyms longer than three letters[citation needed]; thus "U.S." and "FDR" in normal caps, but "nato" in small caps. The acronyms "AD" and "BC" are often smallcapped as well, as in: "From 4004 bc to ad 525".
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Words derived from an acronym by affixing are typically expressed in mixed case, so the root acronym is clear. For example, "pre-WWII politics", "post-NATO world", "DNAase". In some cases a derived acronym may also be expressed in mixed case. For example, "messenger RNA" and "transfer RNA" become "mRNA" and "tRNA".
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Some publications choose to capitalize only the first letter of acronyms, reserving all-caps styling for initialisms, writing the pronounced acronyms "Nato" and "Aids" in mixed case, but the initialisms "USA" and "FBI" in all caps. For example, this is the style used in The Guardian,[70] and BBC News typically edits to this style (though its official style guide, dating from 2003, still recommends all-caps[71]). The logic of this style is that the pronunciation is reflected graphically by the capitalization scheme.
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Some style manuals also base the letters' case on their number. The New York Times, for example, keeps "NATO" in all capitals (while several guides in the British press may render it "Nato"), but uses lower case in "Unicef" (from "United Nations International Children's Emergency Fund") because it is more than four letters, and to style it in caps might look ungainly (flirting with the appearance of "shouting capitals").
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While abbreviations typically exclude the initials of short function words (such as "and", "or", "of", or "to"), this is not always the case. Sometimes function words are included to make a pronounceable acronym, such as CORE (Congress of Racial Equality). Sometimes the letters representing these words are written in lower case, such as in the cases of "TfL" ("Transport for London") and LotR (Lord of the Rings); this usually occurs when the acronym represents a multi-word proper noun.
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Numbers (both cardinal and ordinal) in names are often represented by digits rather than initial letters, as in "4GL" ("fourth generation language") or "G77" ("Group of 77"). Large numbers may use metric prefixes, as with "Y2K" for "Year 2000" (sometimes written "Y2k", because the SI symbol for 1000 is "k", not "K", which stands for "kelvin", the SI unit for temperature). Exceptions using initials for numbers include "TLA" ("three-letter acronym/abbreviation") and "GoF" ("Gang of Four"). Abbreviations using numbers for other purposes include repetitions, such as "W3C" ("World Wide Web Consortium") and T3 (Trends, Tips & Tools for Everyday Living); pronunciation, such as "B2B" ("business to business"); and numeronyms, such as "i18n" ("internationalization"; "18" represents the 18 letters between the initial "i" and the final "n").
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Authors of expository writing will sometimes capitalize or otherwise distinctively format the initials of the expansion for pedagogical emphasis (for example, writing: "the onset of Congestive Heart Failure (CHF)" or "the onset of congestive heart failure (CHF)"), but this conflicts with the convention of English orthography, which reserves capitals in the middle of sentences for proper nouns; and would be rendered as "the onset of congestive heart failure (CHF)" when following the AMA Manual of Style.[72]
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Some apparent acronyms or other abbreviations do not stand for anything and cannot be expanded to some meaning. Such pseudo-acronyms may be pronunciation-based, such as "BBQ" (bee-bee-cue), for "barbecue", or "K9" (kay-nine) for "canine". Pseudo-acronyms also frequently develop as "orphan initialisms"; an existing acronym is redefined as a non-acronymous name, severing its link to its previous meaning.[73][74] For example, the letters of the "SAT", a US college entrance test originally dubbed "Scholastic Aptitude Test," no longer officially stand for anything.[75][76] The US-based pro-choice organization "NARAL" is another example of this; in that case, the organization changed their name three times, with the long-form of the name always corresponding to the letters "NARAL," before eventually opting to simply be known by the short-form, without being connected to a long-form.
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This is common with companies that want to retain brand recognition while moving away from an outdated image: American Telephone and Telegraph became AT&T,[73] "Kentucky Fried Chicken" became "KFC" to de-emphasize the role of frying in the preparation of its signature dishes,[77][a] and British Petroleum became BP.[74][78] Russia Today has rebranded itself as RT. American Movie Classics has simply rebranded itself as AMC. "Genzyme Transgenics Corporation" became "GTC Biotherapeutics, Inc.", The Learning Channel became TLC - and American District Telegraph became simply known as ADT.
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Pseudo-acronyms may have advantages in international markets:[according to whom?] for example, some national affiliates of International Business Machines are legally incorporated as "IBM" (for example, "IBM Canada") to avoid translating the full name into local languages.[citation needed] Likewise, "UBS" is the name of the merged Union Bank of Switzerland and Swiss Bank Corporation,[79] and "HSBC" has replaced "The Hongkong and Shanghai Banking Corporation." Sometimes,[when?] companies whose original name gives a clear indication of their place of origin will use acronyms when expanding to foreign markets: for example, Toronto-Dominion Bank continues to operate under the full name in Canada, but its U.S. subsidiary is known as "TD Bank",[citation needed] just as Royal Bank of Canada used its full name in Canada (a constitutional monarchy), but its now-defunct U.S. subsidiary was called "RBC Bank".[citation needed] The India-based JSW Group of companies is another example of the original name (Jindal South West Group) being re-branded into a pseudo-acronym while expanding into other geographical areas in and outside of India.
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Rebranding can lead to redundant acronym syndrome, as when Trustee Savings Bank became TSB Bank, or when Railway Express Agency became "REA Express". A few high-tech companies have taken the redundant acronym to the extreme: for example, ISM Information Systems Management Corp. and SHL Systemhouse Ltd. Examples in entertainment include the television shows CSI: Crime Scene Investigation and Navy: NCIS ("Navy" was dropped in the second season), where the redundancy was likely designed to educate new viewers as to what the initials stood for. The same reasoning was in evidence when the Royal Bank of Canada's Canadian operations rebranded to RBC Royal Bank, or when Bank of Montreal rebranded their retail banking subsidiary BMO Bank of Montreal.
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Another common example is "RAM memory", which is redundant because "RAM" ("random-access memory") includes the initial of the word "memory". "PIN" stands for "personal identification number", obviating the second word in "PIN number"; in this case its retention may be motivated to avoid ambiguity with the homophonous word "pin". Other examples include "ATM machine", "EAB bank", "CableACE Award", "DC Comics", "HIV virus", Microsoft's NT Technology, and the formerly redundant "SAT test", now simply "SAT Reasoning Test"). TNN (The Nashville/National Network) also renamed itself "The New TNN" for a brief interlude.
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Sometimes, the initials continue to stand for an expanded meaning, but the original meaning is simply replaced. Some examples:
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A backronym (or bacronym) is a phrase that is constructed "after the fact" from a previously existing word. For example, the novelist and critic Anthony Burgess once proposed that the word "book" ought to stand for "box of organized knowledge".[80] A classic real-world example of this is the name of the predecessor to the Apple Macintosh, The Apple Lisa, which was said to refer to "Local Integrated Software Architecture", but was actually named after Steve Jobs's daughter, born in 1978.
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Backronyms are oftentimes used for comedic effect[citation needed]. An example of creating a backronym for comedic effect would be in naming a group or organization, the name "A.C.R.O.N.Y.M" stands for (among other things) "a clever regiment of nerdy young men".
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Acronyms are sometimes contrived, that is, deliberately designed to be especially apt for the thing being named (by having a dual meaning or by borrowing the positive connotations of an existing word). Some examples of contrived acronyms are USA PATRIOT, CAN SPAM, CAPTCHA and ACT UP.[citation needed] The clothing company French Connection began referring to itself as fcuk, standing for "French Connection United Kingdom." The company then created T-shirts and several advertising campaigns that exploit the acronym's similarity to the taboo word "fuck".
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The US Department of Defense's Defense Advanced Research Projects Agency (DARPA) is known for developing contrived acronyms to name projects, including RESURRECT, NIRVANA, and DUDE. In July 2010, Wired magazine reported that DARPA announced programs to "..transform biology from a descriptive to a predictive field of science" named BATMAN and ROBIN for "Biochronicity and Temporal Mechanisms Arising in Nature" and "Robustness of Biologically-Inspired Networks",[81] a reference to the Batman and Robin comic-book superheroes.
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The short-form names of clinical trials and other scientific studies constitute a large class of acronyms that includes many contrived examples, as well as many with a partial rather than complete correspondence of letters to expansion components. These trials tend to have full names that are accurately descriptive of what the trial is about but are thus also too long to serve practically as names within the syntax of a sentence, so a short name is also developed, which can serve as a syntactically useful handle and also provide at least a degree of mnemonic reminder as to the full name. Examples widely known in medicine include the ALLHAT trial (Antihypertensive and Lipid-Lowering Treatment to Prevent Heart Attack Trial) and the CHARM trial (Candesartan in Heart Failure: Assessment of Reduction in Mortality and Morbidity). The fact that RAS syndrome is often involved, as well as that the letters often don't entirely match, have sometimes been pointed out by annoyed researchers preoccupied by the idea that because the archetypal form of acronyms originated with one-to-one letter matching, there must be some moral impropriety in their ever deviating from that form. However, the raison d'être of clinical trial acronyms, as with gene and protein symbols, is simply to have a syntactically usable and recallable short name to complement the long name that is often syntactically unusable and not memorized. It is useful for the short name to give a reminder of the long name, which supports the reasonable censure of "cutesy" examples that provide little to no hint of it. But beyond that reasonably close correspondence, the short name's chief utility is in functioning cognitively as a name, rather than being a cryptic and forgettable string, albeit faithful to the matching of letters. However, other reasonable critiques have been (1) that it is irresponsible to mention trial acronyms without explaining them at least once by providing the long names somewhere in the document,[82] and (2) that the proliferation of trial acronyms has resulted in ambiguity, such as 3 different trials all called ASPECT, which is another reason why failing to explain them somewhere in the document is irresponsible in scientific communication.[82] At least one study has evaluated the citation impact and other traits of acronym-named trials compared with others,[83] finding both good aspects (mnemonic help, name recall) and potential flaws (connotatively driven bias).[83]
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Some acronyms are chosen deliberately to avoid a name considered undesirable: For example, Verliebt in Berlin (ViB), a German telenovela, was first intended to be Alles nur aus Liebe (All for Love), but was changed to avoid the resultant acronym ANAL. Likewise, the Computer Literacy and Internet Technology qualification is known as CLaIT,[84] rather than CLIT. In Canada, the Canadian Conservative Reform Alliance (Party) was quickly renamed to the "Canadian Reform Conservative Alliance" when its opponents pointed out that its initials spelled CCRAP (pronounced "see crap"). (The satirical magazine Frank had proposed alternatives to CCRAP, namely SSHIT and NSDAP.) Two Irish Institutes of Technology (Galway and Tralee) chose different acronyms from other institutes when they were upgraded from Regional Technical colleges. Tralee RTC became the Institute of Technology Tralee (ITT), as opposed to Tralee Institute of Technology (TIT). Galway RTC became Galway-Mayo Institute of Technology (GMIT), as opposed to Galway Institute of Technology (GIT). The charity sports organization Team in Training is known as "TNT" and not "TIT". Technological Institute of Textile & Sciences is still known as "TITS". George Mason University was planning to name their law school the "Antonin Scalia School of Law" (ASSOL) in honor of the late Antonin Scalia, only to change it to the "Antonin Scalia Law School" later.[85]
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A macronym, or nested acronym, is an acronym in which one or more letters stand for acronyms (or abbreviations) themselves. The word "macronym" is a portmanteau of "macro-" and "acronym".
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Some examples of macronyms are:
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Some macronyms can be multiply nested: the second-order acronym points to another one further down a hierarchy. In an informal competition run by the magazine New Scientist, a fully documented specimen was discovered that may be the most deeply nested of all: RARS is the "Regional ATOVS Retransmission Service"; ATOVS is "Advanced TOVS"; TOVS is "TIROS operational vertical sounder"; and TIROS is "Television infrared observational satellite".[86] Fully expanded, "RARS" might thus become "Regional Advanced Television Infrared Observational Satellite Operational Vertical Sounder Retransmission Service".
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Another example is VITAL, which expands to "VHDL Initiative Towards ASIC Libraries" (a total of 15 words when fully expanded).
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However, to say that "RARS" stands directly for that string of words, or can be interchanged with it in syntax (in the same way that "CHF" can be usefully interchanged with "congestive heart failure"), is a prescriptive misapprehension rather than a linguistically accurate description; the true nature of such a term is closer to anacronymic than to being interchangeable like simpler acronyms are. The latter are fully reducible in an attempt to "spell everything out and avoid all abbreviations," but the former are irreducible in that respect; they can be annotated with parenthetical explanations, but they cannot be eliminated from speech or writing in any useful or practical way. Just as the words laser and radar function as words in syntax and cognition without a need to focus on their acronymic origins, terms such as "RARS" and "CHA2DS2–VASc score" are irreducible in natural language; if they are purged, the form of language that is left may conform to some imposed rule, but it cannot be described as remaining natural. Similarly, protein and gene nomenclature, which uses symbols extensively, includes such terms as the name of the NACHT protein domain, which reflects the symbols of some proteins that contain the domain – NAIP (NLR family apoptosis inhibitor protein), C2TA (major histocompatibility complex class II transcription activator), HET-E (incompatibility locus protein from Podospora anserine), and TP1 (telomerase-associated protein) – but is not syntactically reducible to them. The name is thus itself more symbol than acronym, and its expansion cannot replace it while preserving its function in natural syntax as a name within a clause clearly parsable by human readers or listeners.
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A special type of macronym, the recursive acronym, has letters whose expansion refers back to the macronym itself. One of the earliest examples appears in The Hacker's Dictionary as MUNG, which stands for "MUNG Until No Good".
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Some examples of recursive acronyms are:
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In English language discussions of languages with syllabic or logographic writing systems (such as Chinese, Japanese, and Korean), "acronyms" describe the short forms that take selected characters from a multi-character word.
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For example, in Chinese, "university" (大學/大学, literally "great learning") is usually abbreviated simply as 大 ("great") when used with the name of the institute. So "Peking University" (北京大学) is commonly shortened to 北大 (lit. "north-great") by also only taking the first character of Peking, the "northern capital" (北京; Beijing). In some cases, however, other characters than the first can be selected. For example, the local short form of "Hong Kong University" (香港大學) uses "Kong" (港大) rather than "Hong".
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There are also cases where some longer phrases are abbreviated drastically, especially in Chinese politics, where proper nouns were initially translated from Soviet Leninist terms. For instance, the full name of China's highest ruling council, the Politburo Standing Committee (PSC), is "Standing Committee of the Central Political Bureau of the Communist Party of China" (中国共产党中央政治局常务委员会). The term then reduced the "Communist Party of China" part of its name through acronyms, then the "Standing Committee" part, again through acronyms, to create "中共中央政治局常委". Alternatively, it omitted the "Communist Party" part altogether, creating "Politburo Standing Committee" (政治局常委会), and eventually just "Standing Committee" (常委会). The PSC's members full designations are "Member of the Standing Committee of the Central Political Bureau of the Communist Party of China" (中国共产党中央政治局常务委员会委员); this was eventually drastically reduced to simply Changwei (常委), with the term Ruchang (入常) used increasingly for officials destined for a future seat on the PSC. In another example, the word "全国人民代表大会" (National People's Congress) can be broken into four parts: "全国" = "the whole nation", "人民" = "people", "代表" = "representatives", "大会" = "conference". Yet, in its short form "人大" (literally "man/people big"), only the first characters from the second and the fourth parts are selected; the first part ("全国") and the third part ("代表") are simply ignored. In describing such abbreviations, the term initialism is inapplicable.[original research?]
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Many proper nouns become shorter and shorter over time. For example, the CCTV New Year's Gala, whose full name is literally read as "China Central Television Spring Festival Joint Celebration Evening Gala" (中国中央电视台春节联欢晚会) was first shortened to "Spring Festival Joint Celebration Evening Gala" (春节联欢晚会), but eventually referred to as simply Chunwan (春晚). Along the same vein, Zhongguo Zhongyang Dianshi Tai (中国中央电视台) was reduced to Yangshi (央视) in the mid-2000s.
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Many aspects of academics in Korea follow similar acronym patterns as Chinese, owing to the two languages' commonalities, like using the word for "big" or "great" i.e. dae (대), to refer to universities (대학; daehak, literally "great learning" although "big school" is an acceptable alternate). They can be interpreted similarly to American university appellations such as, "UPenn" or "Texas Tech."
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Some acronyms are shortened forms of the school's name, like how Hongik University (홍익대학교, Hongik Daehakgyo) is shortened to Hongdae (홍대, "Hong, the big [school]" or "Hong-U") Other acronyms can refer to the university's main subject, e.g. Korea National University of Education (한국교원대학교, Hanguk Gyowon Daehakgyo) is shortened to Gyowondae (교원대, "Big Ed." or "Ed.-U"). Other schools use a Koreanized version of their English acronym. The Korea Advanced Institute of Science and Technology (한국과학기술원, Hanguk Gwahak Gisulwon) is referred to as KAIST (카이스트, Kaiseuteu) in both English and Korean. The 3 most prestigious schools in Korea are known as SKY (스카이, seukai), combining the first letter of their English names (Seoul National, Korea, and Yonsei Universities). In addition, the College Scholastic Ability Test (대학수학능력시험, Daehak Suhang Neungryeok Siheom) is shortened to Suneung (수능, "S.A.").
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The Japanese language makes extensive use of abbreviations, but only some of these are acronyms.
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Chinese-based words (Sino-Japanese vocabulary) uses similar acronym formation to Chinese, like Tōdai (東大) for Tōkyō Daigaku (東京大学, Tokyo University). In some cases alternative pronunciations are used, as in Saikyō for 埼京, from Saitama + Tōkyo (埼玉+東京), rather than Saitō.
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Non-Chinese foreign borrowings (gairaigo) are instead frequently abbreviated as clipped compounds, rather than acronyms, using several initial sounds. This is visible in katakana transcriptions of foreign words, but is also found with native words (written in hiragana). For example, the Pokémon media franchise's name originally stood for "pocket monsters" (ポケット·モンスター [po-ke-tto-mon-su-tā] → ポケモン), which is still the long-form of the name in Japanese, and "wāpuro" stands for "word processor" (ワード·プロセッサー [wā-do-pu-ro-se-ssā]→ ワープロ).
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To a greater degree than English does, German tends toward acronyms that use initial syllables rather than initial single letters, although it uses many of the latter type as well. Some examples of the syllabic type are Gestapo rather than GSP (for Geheime Staatspolizei, 'Secret State Police'); Flak rather than FAK (for Fliegerabwehrkanone, anti-aircraft gun); Kripo rather than KP (for Kriminalpolizei, detective division police). The extension of such contraction to a pervasive or whimsical degree has been mockingly labeled Aküfi (for Abkürzungsfimmel, strange habit of abbreviating). Examples of Aküfi include Vokuhila (for vorne kurz, hinten lang, short in the front, long in the back, i.e., a mullet) and the mocking of Adolf Hitler's title as Gröfaz (Größter Feldherr aller Zeiten, "Greatest General of all Times").
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It is common to take more than just one initial letter from each of the words composing the acronym; regardless of this, the abbreviation sign gershayim ⟨״⟩ is always written between the second-last and last letters of the non-inflected form of the acronym, even if by this it separates letters of the same original word. Examples (keep in mind Hebrew reads right-to-left): ארה״ב (for ארצות הברית, the United States); ברה״מ (for ברית המועצות, the Soviet Union); ראשל״צ (for ראשון לציון, Rishon LeZion); ביה״ס (for בית הספר, the school). An example that takes only the initial letters from its component words is צה״ל (Tzahal, for צבא הגנה לישראל, Israel Defense Forces). In inflected forms the abbreviation sign gershayim remains between the second-last and last letters of the non-inflected form of the acronym (e.g. "report", singular: דו״ח, plural: דו״חות; "squad commander", masculine: מ״כ, feminine: מ״כית).
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There is also a widespread use of acronyms in Indonesia in every aspect of social life. For example, the Golkar political party stands for "Partai Golongan Karya", Monas stands for "Monumen Nasional" (National Monument), the Angkot public transport stands for "Angkutan Kota" (city public transportation), warnet stands for "warung internet" (internet cafe), and many others. Some acronyms are considered formal (or officially adopted), while many more are considered informal, slang or colloquial.
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The capital's metropolitan area (Jakarta and its surrounding satellite regions), Jabodetabek, is another infamous acronym. This stands for "Jakarta-Bogor-Depok-Tangerang-Bekasi". Many highways are also named by the acronym method; e.g. Jalan Tol (Toll Road) Jagorawi (Jakarta-Bogor-Ciawi) and Purbaleunyi (Purwakarta-Bandung-Cileunyi), Joglo Semar (Jogja-solo-semarang).
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In some languages, especially those that use certain alphabets, many acronyms come from the governmental use, particularly in the military and law enforcement services. The Indonesian military (TNI – Tentara Nasional Indonesia) and Indonesian police (POLRI – Kepolisian Republik Indonesia) are infamous for heavy acronyms use. Examples include the Kopassus (Komando Pasukan Khusus; Special Forces Command), Kopaska (Komando Pasukan Katak; Frogmen Command), Kodim (Komando Distrik Militer; Military District Command – one of the Indonesian army's administrative divisions), Serka (Sersan Kepala; Head Sergeant), Akmil (Akademi Militer; Military Academy – in Magelang) and many other terms regarding ranks, units, divisions, procedures, etc.
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Acronyms that use parts of words (not necessarily syllables) are commonplace in Russian as well, e.g. Газпром (Gazprom), for Газовая промышленность (Gazovaya promyshlennost, "gas industry"). There are also initialisms, such as СМИ (SMI, for средства массовой информации sredstva massovoy informatsii, "means of mass informing", i.e. ГУЛаг (GULag) combines two initials and three letters of the final word: it stands for Главное управление лагерей (Glavnoe upravlenie lagerey, "Chief Administration of Camps").
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Historically, "OTMA" was an acronym sometimes used by the daughters of Emperor Nicholas II of Russia and his consort, Alexandra Feodorovna, as a group nickname for themselves, built from the first letter of each girl's name in the order of their births: "Olga, Tatiana, Maria and Anastasia".
|
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|
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In Swahili, acronyms are common for naming organizations such as "TUKI", which stands for Taasisi ya Uchunguzi wa Kiswahili (the Institute for Swahili Research). Multiple initial letters (often the initial syllable of words) are often drawn together, as seen more in some languages than others.
|
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|
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+
In Vietnamese, which has an abundance of compound words, initialisms are very commonly used for both proper and common nouns. Examples include TP.HCM (Thành phố Hồ Chí Minh, Ho Chi Minh City), THPT (trung học phổ thông, high school), CLB (câu lạc bộ, club), CSDL (cơ sở dữ liệu, database), NXB (nhà xuất bản, publisher), ÔBACE (ông bà anh chị em, a general form of address), and CTTĐVN (các Thánh tử đạo Việt Nam, Vietnamese Martyrs). Longer examples include CHXHCNVN (Cộng hòa Xã hội chủ nghĩa Việt Nam, Socialist Republic of Vietnam) and MTDTGPMNVN (Mặt trận Dân tộc Giải phóng miền Nam Việt Nam, Viet Cong). Long initialisms have become widespread in legal contexts in Vietnam, for example TTLT-VKSNDTC-TANDTC.[87] It is also common for a writer to coin an ad-hoc initialism for repeated use in an article.
|
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+
|
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+
Each letter in an initialism corresponds to one morpheme, that is, one syllable. When the first letter of a syllable has a tone mark or other diacritic, the diacritic may be omitted from the initialism, for example ĐNA or ĐNÁ for Đông Nam Á (Southeast Asia) and LMCA or LMCÂ for Liên minh châu Âu (European Union). The letter "Ư" is often replaced by "W" in initialisms to avoid confusion with "U", for example UBTWMTTQVN or UBTƯMTTQVN for Ủy ban Trung ương Mặt trận Tổ quốc Việt Nam (Central Committee of the Vietnamese Fatherland Front).
|
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|
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+
Initialisms are purely a written convenience, being pronounced the same way as their expansions. As the names of many Vietnamese letters are disyllabic, it would be less convenient to pronounce an initialism by its individual letters. Acronyms pronounced as words are rare in Vietnamese, occurring when an acronym itself is borrowed from another language. Examples include SIĐA (pronounced [s̪i˧ ˀɗaː˧]), a respelling of the French acronym SIDA (AIDS); VOA (pronounced [vwaː˧]), a literal reading of the English initialism for Voice of America; and NASA (pronounced [naː˧ zaː˧]), borrowed directly from the English acronym.
|
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+
|
179 |
+
As in Chinese, many compound words can be shortened to the first syllable when forming a longer word. For example, the term Việt Cộng is derived from the first syllables of "Việt Nam" (Vietnam) and "Cộng sản" (communist). This mechanism is limited to Sino-Vietnamese vocabulary. Unlike with Chinese, such clipped compounds are considered to be portmanteau words or blend words rather than acronyms or initialisms, because the Vietnamese alphabet still requires each component word to be written as more than one character.
|
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|
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+
In languages where nouns are declined, various methods are used. An example is Finnish, where a colon is used to separate inflection from the letters:
|
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+
|
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+
The process above is similar to the way that hyphens are used for clarity in English when prefixes are added to acronyms: thus pre-NATO policy (rather than preNATO).
|
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+
|
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+
In languages such as Scottish Gaelic and Irish, where lenition (initial consonant mutation) is commonplace, acronyms must also be modified in situations where case and context dictate it. In the case of Scottish Gaelic, a lower case "h" is often added after the initial consonant; for example, BBC Scotland in the genitive case would be written as BhBC Alba, with the acronym pronounced VBC. Likewise, the Gaelic acronym for "television" (gd: telebhisean) is TBh, pronounced TV, as in English.
|
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+
|
187 |
+
acronym, n.
|
188 |
+
|
189 |
+
Pronunciation: Brit. /ˈakrənɪm/, U.S. /ˈækrəˌnɪm/
|
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+
Origin: Formed within English, by compounding; modelled on a German lexical item.
|
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+
Etymons: acro- comb. form, -onym comb. form.
|
192 |
+
Etymology: < acro- comb. form + -onym comb. form, after German Akronym (1921 or earlier).
|
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+
Originally U.S.
|
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+
1. A group of initial letters used as an abbreviation for a name or expression, each letter or part being pronounced separately; an initialism (such as ATM, TLS).
|
195 |
+
In the O.E.D. the term initialism is used for this phenomenon. (See sense 2 for O.E.D. use of the word.)
|
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+
|
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+
2. A word formed from the initial letters of other words or (occasionally) from the initial parts of syllables taken from other words, the whole being pronounced as a single word (such as NATO, RADA).
|
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+
|
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+
Some people feel strongly that acronym should only be used for terms like NATO, which is pronounced as a single word, and that initialism should be used if the individual letters are all pronounced distinctly, as with FBI. Our research shows that acronym is commonly used to refer to both types of abbreviations.
|
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|
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His first glance at the Paris German News told Wiesener that this new paper was nothing like the old P.G.. "They can call it the P.G.N. if they like", he thought, "but that's the only difference. Pee-gee-enn; what's the word for words like that, made out of initials? My memory is beginning to fail me. Just the other day there was a technical expression I couldn't remember. I must be growing old. "P.G. or P.G.N., it's six of one and half a dozen of the other.... Pee-gee-enn. It's an acronym, that's what it is. That's what they call words made up of initials. So I remember it after all; that's at least something.
|
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|
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+
acronym nounac·ro·nym | \ˈa-krə-ˌnim\ Definition of acronym: a word (such as NATO, radar, or laser) formed from the initial letter or letters of each of the successive parts or major parts of a compound term also : an abbreviation (such as FBI) formed from initial letters : initialism
|
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+
|
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+
ac·ro·nym (ăk′rə-nĭm′) n. 1. A word formed by combining the initial letters of a multipart name, such as NATO from North Atlantic Treaty Organization or by combining the initial letters or parts of a series of words, such as radar from radio detecting and ranging. 2. Usage Problem An initialism.[acr(o)- + -onym.]ac′ro·nym′ic, a·cron′y·mous (ə-krŏn′ə-məs) adj.Usage Note: In strict usage, the term acronym refers to a word made from the initial letters or parts of other words, such as sonar from so(und) na(vigation and) r(anging). The distinguishing feature of an acronym is that it is pronounced as if it were a single word, in the manner of NATO and NASA. Acronyms are often distinguished from initialisms like FBI and NIH, whose individual letters are pronounced as separate syllables. While observing this distinction has some virtue in precision, it may be lost on many people, for whom the term acronym refers to both kinds of abbreviations.
|
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|
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+
acronym/ˈækrənɪm/ ('say' 'akruhnim)noun 1. a word formed from the initial letters of a sequence of words, as radar (from radio detection and ranging) or ANZAC (from Australian and New Zealand Army Corps). Compare initialism.2. an initialism.[acro- + -(o)nym; modelled on synonym]
|
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+
|
209 |
+
ac·ro·nym /ˈakrəˌnim/ ▸ n. an abbreviation formed from the initial letters of other words and pronounced as a word (e.g. ASCII, NASA).—origin 1940s: from Greek akron ‘end, tip’ + onoma ‘name,’ on the pattern of homonym.
|
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+
|
211 |
+
acronyms A number of commentators (as Copperud 1970, Janis 1984, Howard 1984) believe that acronyms can be differentiated from other abbreviations in being pronounceable as words. Dictionaries, however, do not make this distinction because writers in general do not:
|
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|
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+
"The powder metallurgy industry has officially adopted the acronym 'P/M Parts'"—Precision Metal Molding, January 1966."Users of the term acronym make no distinction between those pronounced as words ... and those pronounced as a series of characters" —Jean Praninskas, Trade Name Creation, 1968."It is not J.C.B.'s fault that its name, let alone its acronym, is not a household word among European scholars"—Times Literary Supp. 5 February 1970."... the confusion in the Pentagon about abbreviations and acronyms—words formed from the first letters of other words"—Bernard Weinraub, N.Y. Times, 11 December 1978.
|
214 |
+
|
215 |
+
Pyles & Algeo 1970 divide acronyms into "initialisms", which consists of initial letters pronounced with the letter names, and "word acronyms", which are pronounced as words. Initialism, an older word than acronym, seems to be too little known to the general public to serve as the customary term standing in contrast with acronym in a narrow sense.
|
216 |
+
|
217 |
+
ac·ro·nym ˈa-krə-ˌnim n [acr- + -onym] (1943) : a word (as NATO, radar, or snafu) formed from the initial letter or letters of each of the successive parts or major parts of a compound term— ac·ro·nym·ic ˌa-krə-ˈni-mik adj — ac·ro·nym·i·c·al·ly -mi-k(ə-)lē adv
|
218 |
+
|
219 |
+
ac·ro·nym ˈa-krə-ˌnim n [acr- + -onym] (1943) : a word (such as NATO, radar, or laser) formed from the initial letter or letters of each of the successive parts or major parts of a compound term; also : an abbreviation (such as FBI) formed from initial letters : initialism— ac·ro·nym·ic ˌa-krə-ˈni-mik adj — ac·ro·nym·i·c·al·ly -mi-k(ə-)lē adv
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en/360.html.txt
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An amphitheatre or amphitheater (/ˈæmfɪˌθiːətər/)[1][2] is an open-air venue used for entertainment, performances, and sports. The term derives from the ancient Greek ἀμφιθέατρον (amphitheatron),[3] from ἀμφί (amphi), meaning "on both sides" or "around"[4] and θέατρον (théātron), meaning "place for viewing".[5][6]
|
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Ancient Roman amphitheatres were oval or circular in plan, with seating tiers that surrounded the central performance area, like a modern open-air stadium. In contrast both ancient Greek and ancient Roman theatres were built in a semicircle, with tiered seating rising on one side of the performance area. In modern usage, an "amphitheatre" may consist of theatre-style stages with spectator seating on only one side, theatres in the round, and stadia. Natural formations of similar shape are sometimes known as natural amphitheatres.
|
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+
|
7 |
+
Ancient Roman amphitheatres were major public venues, circular or oval in plan, with perimeter seating tiers. They were used for events such as gladiator combats, chariot races, venationes (animal hunts) and executions. About 230 Roman amphitheatres have been found across the area of the Roman Empire. Their typical shape, functions and name distinguish them from Roman theatres, which are more or less semicircular in shape; from the circuses (similar to hippodromes) whose much longer circuits were designed mainly for horse or chariot racing events; and from the smaller stadia, which were primarily designed for athletics and footraces.[8]
|
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+
|
9 |
+
The earliest Roman amphitheatres date from the middle of the first century BCE, but most were built under Imperial rule, from the Augustan period (27 BCE–14 CE) onwards.[9] Imperial amphitheatres were built throughout the Roman empire; the largest could accommodate 40,000–60,000 spectators. The most elaborate featured multi-storeyed, arcaded façades and were elaborately decorated with marble, stucco and statuary.[10] After the end of gladiatorial games in the 5th century and of staged animal hunts in the 6th, most amphitheatres fell into disrepair. Their materials were mined or recycled. Some were razed, and others were converted into fortifications. A few continued as convenient open meeting places; in some of these, churches were sited.[11]
|
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+
|
11 |
+
A natural amphitheatre is a performance space located in a spot where a steep mountain or a particular rock formation naturally amplifies or echoes sound, making it ideal for musical and theatrical performances. An amphitheatre can be naturally occurring formations which would be ideal for this purpose, even if no theatre has been constructed there.
|
12 |
+
|
13 |
+
Notable natural amphitheatres include the Drakensberg amphitheatre in South Africa, Slane Castle in Ireland, the Supernatural Amphitheatre in Australia, and the Red Rocks and Gorge amphitheatres in the western United States.
|
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en/3600.html.txt
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From version 10.0 to version 10.15:
|
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From version 11.0:
|
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+
|
9 |
+
macOS (/ˌmækoʊˈɛs/;[8] previously Mac OS X and later OS X) is a series of proprietary graphical operating systems developed and marketed by Apple Inc. since 2001. It is the primary operating system for Apple's Mac computers. Within the market of desktop, laptop and home computers, and by web usage, it is the second most widely used desktop OS, after Microsoft Windows.[9][10]
|
10 |
+
|
11 |
+
macOS is the second major series of Macintosh operating systems. The first is colloquially called the classic Mac OS, introduced in 1984, the final release of which was Mac OS 9 in 1999. The first desktop version, Mac OS X 10.0, was released in March 2001, with its first update, 10.1, arriving later that year. After this, Apple began naming its releases after big cats, which lasted until OS X 10.8 Mountain Lion. Since OS X 10.9 Mavericks, releases have been named after locations in California.[11] Apple shortened the name to "OS X" in 2012 and then changed it to "macOS" in 2016, adopting the nomenclature that they were using for their other operating systems, iOS, watchOS, and tvOS. The latest version is macOS Catalina, which was publicly released in October 2019.
|
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+
|
13 |
+
macOS is based on the Unix operating system and on technologies developed between 1985 and 1997 at NeXT, a company that Apple co-founder Steve Jobs created after leaving Apple in 1985. The "X" in Mac OS X and OS X is the Roman numeral for the number 10 and is pronounced as such. The X was a prominent part of the operating system's brand identity and marketing in its early years, but gradually receded in prominence since the release of Snow Leopard in 2009. In 2020, Apple incremented the major version number to 11 in macOS Big Sur, although it retains the same base as the previous versions of macOS. UNIX 03 certification was achieved for the Intel version of Mac OS X 10.5 Leopard[12] and all releases from Mac OS X 10.6 Snow Leopard up to the current version also have UNIX 03 certification.[13] macOS shares its Unix-based core, named Darwin, and many of its frameworks with Apple's other operating systems.[14]
|
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+
|
15 |
+
Releases of Mac OS X from 1999 to 2005 ran on the PowerPC-based Macs of that period. After Apple announced that they were switching to Intel CPUs from 2006 onwards, versions were released for Intel-based Macs with 32-bit and currently 64-bit processors. Versions from macOS 11 (2020) will support both 64-bit Intel and future Macs running 64-bit ARM processors.
|
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+
|
17 |
+
The heritage of what would become macOS had originated at NeXT, a company founded by Steve Jobs following his departure from Apple in 1985. There, the Unix-like NeXTSTEP operating system was developed, and then launched in 1989. The kernel of NeXTSTEP is based upon the Mach kernel, which was originally developed at Carnegie Mellon University, with additional kernel layers and low-level user space code derived from parts of BSD. Its graphical user interface was built on top of an object-oriented GUI toolkit using the Objective-C programming language.
|
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+
|
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+
Throughout the early 1990s, Apple had tried to create a "next-generation" OS to succeed its classic Mac OS through the Taligent, Copland and Gershwin projects, but all were eventually abandoned.[15] This led Apple to purchase NeXT in 1996, allowing NeXTSTEP, then called OPENSTEP, to serve as the basis for Apple's next generation operating system.[16]
|
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+
This purchase also led to Steve Jobs returning to Apple as an interim, and then the permanent CEO, shepherding the transformation of the programmer-friendly OPENSTEP into a system that would be adopted by Apple's primary market of home users and creative professionals. The project was first code named "Rhapsody" and then officially named Mac OS X.[17][18]
|
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+
|
22 |
+
Mac OS X was originally presented as the tenth major version of Apple's operating system for Macintosh computers; current versions of macOS retain the major version number "10". Previous Macintosh operating systems (versions of the classic Mac OS) were named using Arabic numerals, as with Mac OS 8 and Mac OS 9. The letter "X" in Mac OS X's name refers to the number 10, a Roman numeral, and Apple has stated that it should be pronounced "ten" in this context.[19][20] However, it is also commonly pronounced like the letter "X".[20][21]
|
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+
|
24 |
+
The first version of Mac OS X, Mac OS X Server 1.0, was a transitional product, featuring an interface resembling the classic Mac OS, though it was not compatible with software designed for the older system. Consumer releases of Mac OS X included more backward compatibility. Mac OS applications could be rewritten to run natively via the Carbon API; many could also be run directly through the Classic Environment with a reduction in performance.
|
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+
|
26 |
+
The consumer version of Mac OS X was launched in 2001 with Mac OS X 10.0. Reviews were variable, with extensive praise for its sophisticated, glossy Aqua interface, but criticizing it for sluggish performance.[22] With Apple's popularity at a low, the makers of several classic Mac applications such as FrameMaker and PageMaker declined to develop new versions of their software for Mac OS X.[23] Ars Technica columnist John Siracusa, who reviewed every major OS X release up to 10.10, described the early releases in retrospect as 'dog-slow, feature poor' and Aqua as 'unbearably slow and a huge resource hog'.[22][24][25]
|
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+
|
28 |
+
Apple rapidly developed several new releases of Mac OS X.[26] Siracusa's review of version 10.3, Panther, noted "It's strange to have gone from years of uncertainty and vaporware to a steady annual supply of major new operating system releases."[27] Version 10.4, Tiger, reportedly shocked executives at Microsoft by offering a number of features, such as fast file searching and improved graphics processing, that Microsoft had spent several years struggling to add to Windows with acceptable performance.[28]
|
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+
|
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+
As the operating system evolved, it moved away from the classic Mac OS, with applications being added and removed.[29] Considering music to be a key market, Apple developed the iPod music player and music software for the Mac, including iTunes and GarageBand.[30] Targeting the consumer and media markets, Apple emphasized its new "digital lifestyle" applications such as the iLife suite, integrated home entertainment through the Front Row media center and the Safari web browser. With increasing popularity of the internet, Apple offered additional online services, including the .Mac, MobileMe and most recently iCloud products. It later began selling third-party applications through the Mac App Store.
|
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+
|
32 |
+
Newer versions of Mac OS X also included modifications to the general interface, moving away from the striped gloss and transparency of the initial versions. Some applications began to use a brushed metal appearance, or non-pinstriped title bar appearance in version 10.4.[31] In Leopard, Apple announced a unification of the interface, with a standardized gray-gradient window style.[32][33]
|
33 |
+
|
34 |
+
In 2006, the first Intel Macs released used a specialized version of Mac OS X 10.4 Tiger.[34]
|
35 |
+
|
36 |
+
A key development for the system was the announcement and release of the iPhone from 2007 onwards. While Apple's previous iPod media players used a minimal operating system, the iPhone used an operating system based on Mac OS X, which would later be called "iPhone OS" and then iOS. The simultaneous release of two operating systems based on the same frameworks placed tension on Apple, which cited the iPhone as forcing it to delay Mac OS X 10.5 Leopard.[35] However, after Apple opened the iPhone to third-party developers its commercial success drew attention to Mac OS X, with many iPhone software developers showing interest in Mac development.[36]
|
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+
|
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+
In 2007, Mac OS X 10.5 Leopard was the sole release with universal binary components, allowing installation on both Intel Macs and select PowerPC Macs.[37] It is also the final release with PowerPC Mac support. Mac OS X 10.6 Snow Leopard was the first version of OS X to be built exclusively for Intel Macs, and the final release with 32-bit Intel Mac support.[38] The name was intended to signal its status as an iteration of Leopard, focusing on technical and performance improvements rather than user-facing features; indeed it was explicitly branded to developers as being a 'no new features' release.[39] Since its release, several OS X or macOS releases (namely OS X Mountain Lion, OS X El Capitan and macOS High Sierra) follow this pattern, with a name derived from its predecessor, similar to the 'tick-tock model' used by Intel.
|
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+
|
40 |
+
In two succeeding versions, Lion and Mountain Lion, Apple moved some applications to a highly skeuomorphic style of design inspired by contemporary versions of iOS while simplifying some elements by making controls such as scroll bars fade out when not in use.[24] This direction was, like brushed metal interfaces, unpopular with some users, although it continued a trend of greater animation and variety in the interface previously seen in design aspects such as the Time Machine backup utility, which presented past file versions against a swirling nebula, and the glossy translucent dock of Leopard and Snow Leopard.[40] In addition, with Mac OS X 10.7 Lion, Apple ceased to release separate server versions of Mac OS X, selling server tools as a separate downloadable application through the Mac App Store. A review described the trend in the server products as becoming "cheaper and simpler... shifting its focus from large businesses to small ones."[41]
|
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+
|
42 |
+
In 2012, with the release of OS X 10.8 Mountain Lion, the name of the system was shortened from Mac OS X to OS X. That year, Apple removed the head of OS X development, Scott Forstall, and design was changed towards a more minimal direction.[42] Apple's new user interface design, using deep color saturation, text-only buttons and a minimal, 'flat' interface, was debuted with iOS 7 in 2013. With OS X engineers reportedly working on iOS 7, the version released in 2013, OS X 10.9 Mavericks, was something of a transitional release, with some of the skeuomorphic design removed, while most of the general interface of Mavericks remained unchanged.[43] The next version, OS X 10.10 Yosemite, adopted a design similar to iOS 7 but with greater complexity suitable for an interface controlled with a mouse.[44]
|
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+
|
44 |
+
From 2012 onwards, the system has shifted to an annual release schedule similar to that of iOS. It also steadily cut the cost of updates from Snow Leopard onwards, before removing upgrade fees altogether from 2013 onwards.[45] Some journalists and third-party software developers have suggested that this decision, while allowing more rapid feature release, meant less opportunity to focus on stability, with no version of OS X recommendable for users requiring stability and performance above new features.[46] Apple's 2015 update, OS X 10.11 El Capitan, was announced to focus specifically on stability and performance improvements.[47]
|
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+
|
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In 2016, with the release of macOS 10.12 Sierra, the name was changed from OS X to macOS to streamline it with the branding of Apple's other primary operating systems: iOS, watchOS, and tvOS.[48] macOS 10.12 Sierra's main features are the introduction of Siri to macOS, Optimized Storage, improvements to included applications, and greater integration with Apple's iPhone and Apple Watch. The Apple File System (APFS) was announced at Apple's annual Worldwide Developers Conference (WWDC) in June 2016 as a replacement for HFS+, a highly criticized file system.[49]
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Apple previewed macOS 10.13 High Sierra at WWDC 2017, before releasing it later that year.[50] When running on solid state drives, it uses APFS, rather than HFS+.[51] Its successor, macOS 10.14 Mojave, was released in 2018, adding a dark user interface option and a dynamic wallpaper setting.[52] It was succeeded by macOS 10.15 Catalina in 2019, which replaces iTunes with separate apps for different types of media, and introduces the Catalyst system for porting iOS apps.[53]
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In 2020, Apple previewed macOS 11.0 Big Sur at the WWDC 2020. This was the first increment in the primary version number of macOS since the release of Mac OS X Public Beta in 2000. Big Sur brought major changes to the UI and was the first version to run on the ARM instruction set. [54]
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At macOS's core is a POSIX-compliant operating system built on top of the XNU kernel, [55] with standard Unix facilities available from the command line interface. Apple has released this family of software as a free and open source operating system named Darwin. On top of Darwin, Apple layered a number of components, including the Aqua interface and the Finder, to complete the GUI-based operating system which is macOS.[56]
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With its original introduction as Mac OS X, the system brought a number of new capabilities to provide a more stable and reliable platform than its predecessor, the classic Mac OS. For example, pre-emptive multitasking and memory protection improved the system's ability to run multiple applications simultaneously without them interrupting or corrupting each other. Many aspects of macOS's architecture are derived from OPENSTEP, which was designed to be portable, to ease the transition from one platform to another. For example, NeXTSTEP was ported from the original 68k-based NeXT workstations to x86 and other architectures before NeXT was purchased by Apple,[57] and OPENSTEP was later ported to the PowerPC architecture as part of the Rhapsody project.
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Prior to macOS High Sierra, and on drives other than solid state drives (SSDs), the default file system is HFS+, which it inherited from the classic Mac OS. Operating system designer Linus Torvalds has criticized HFS+, saying it is "probably the worst file system ever", whose design is "actively corrupting user data". He criticized the case insensitivity of file names, a design made worse when Apple extended the file system to support Unicode.[58][59]
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The Darwin subsystem in macOS manages the file system, which includes the Unix permissions layer. In 2003 and 2005, two Macworld editors expressed criticism of the permission scheme; Ted Landau called misconfigured permissions "the most common frustration" in macOS, while Rob Griffiths suggested that some users may even have to reset permissions every day, a process which can take up to 15 minutes.[60] More recently, another Macworld editor, Dan Frakes, called the procedure of repairing permissions vastly overused.[61] He argues that macOS typically handles permissions properly without user interference, and resetting permissions should only be tried when problems emerge.[62]
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The architecture of macOS incorporates a layered design:[63]
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the layered frameworks aid rapid development of applications by providing existing code for common tasks.[64] Apple provides its own software development tools, most prominently an integrated development environment called Xcode. Xcode provides interfaces to compilers that support several programming languages including C, C++, Objective-C, and Swift. For the Apple–Intel transition, it was modified so that developers could build their applications as a universal binary, which provides compatibility with both the Intel-based and PowerPC-based Macintosh lines.[65] First and third-party applications can be controlled programmatically using the AppleScript framework,[66] retained from the classic Mac OS,[67] or using the newer Automator application that offers pre-written tasks that do not require programming knowledge.[68]
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Apple offered two main APIs to develop software natively for macOS: Cocoa and Carbon. Cocoa was a descendant of APIs inherited from OPENSTEP with no ancestry from the classic Mac OS, while Carbon was an adaptation of classic Mac OS APIs, allowing Mac software to be minimally rewritten to run natively on Mac OS X.[18]
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The Cocoa API was created as the result of a 1993 collaboration between NeXT Computer and Sun Microsystems. This heritage is highly visible for Cocoa developers, since the "NS" prefix is ubiquitous in the framework, standing variously for NeXTSTEP or NeXT/Sun. The official OPENSTEP API, published in September 1994, was the first to split the API between Foundation and ApplicationKit and the first to use the "NS" prefix.[57] Traditionally, Cocoa programs have been mostly written in Objective-C, with Java as an alternative. However, on July 11, 2005, Apple announced that "features added to Cocoa in Mac OS X versions later than 10.4 will not be added to the Cocoa-Java programming interface."[78] macOS also used to support the Java Platform as a "preferred software package"—in practice this means that applications written in Java fit as neatly into the operating system as possible while still being cross-platform compatible, and that graphical user interfaces written in Swing look almost exactly like native Cocoa interfaces. Since 2014, Apple has promoted its new programming language Swift as the preferred language for software development on Apple platforms.
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Apple's original plan with macOS was to require all developers to rewrite their software into the Cocoa APIs. This caused much outcry among existing Mac developers, who threatened to abandon the platform rather than invest in a costly rewrite, and the idea was shelved.[18][79] To permit a smooth transition from Mac OS 9 to Mac OS X, the Carbon Application Programming Interface (API) was created.[18] Applications written with Carbon were initially able to run natively on both classic Mac OS and Mac OS X, although this ability was later dropped as Mac OS X developed. Carbon was not included in the first product sold as Mac OS X: the little-used original release of Mac OS X Server 1.0, which also did not include the Aqua interface.[80] Apple limited further development of Carbon from the release of Leopard onwards and announced that Carbon applications would not run at 64-bit.[79][18] A number of macOS applications continued to use Carbon for some time afterwards, especially ones with heritage dating back to the classic Mac OS and for which updates would be difficult, uneconomic or not necessary. This included Microsoft Office up to Office 2016, and Photoshop up to CS5.[81][79] Early versions of macOS could also run some classic Mac OS applications through the Classic Environment with performance limitations; this feature was removed from 10.5 onwards and all Macs using Intel processors.
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Because macOS is POSIX compliant, many software packages written for the other Unix-like systems including Linux can be recompiled to run on it, including much scientific and technical software.[82] Third-party projects such as Homebrew, Fink, MacPorts and pkgsrc provide pre-compiled or pre-formatted packages. Apple and others have provided versions of the X Window System graphical interface which can allow these applications to run with an approximation of the macOS look-and-feel.[83][84][85] The current Apple-endorsed method is the open-source XQuartz project; earlier versions could use the X11 application provided by Apple, or before that the XDarwin project.[86]
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Applications can be distributed to Macs and installed by the user from any source and by any method such as downloading (with or without code signing, available via an Apple developer account) or through the Mac App Store, a marketplace of software maintained by Apple through a process requiring the company's approval. Apps installed through the Mac App Store run within a sandbox, restricting their ability to exchange information with other applications or modify the core operating system and its features. This has been cited as an advantage, by allowing users to install apps with confidence that they should not be able to damage their system, but also as a disadvantage due to blocking the Mac App Store's use for professional applications that require elevated privileges.[87][88] Applications without any code signature cannot be run by default except from a computer's administrator account.[89][90]
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Apple produces macOS applications. Some are included with macOS and some sold separately. This includes iWork, Final Cut Pro, Logic Pro, iLife, and the database application FileMaker. Numerous other developers also offer software for macOS.
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In 2018 Apple introduced an application layer, reportedly codenamed Marzipan, to port iOS apps to macOS.[91][92] macOS Mojave included ports of four first-party iOS apps including Home and News, and it was announced that the API would be available for third-party developers to use from 2019.[93][94][95]
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Tools such as XPostFacto and patches applied to the installation media have been developed by third parties to enable installation of newer versions of macOS on systems not officially supported by Apple. This includes a number of pre-G3 Power Macintosh systems that can be made to run up to and including Mac OS X 10.2 Jaguar, all G3-based Macs which can run up to and including Tiger, and sub-867 MHz G4 Macs can run Leopard by removing the restriction from the installation DVD or entering a command in the Mac's Open Firmware interface to tell the Leopard Installer that it has a clock rate of 867 MHz or greater. Except for features requiring specific hardware such as graphics acceleration or DVD writing, the operating system offers the same functionality on all supported hardware.
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As most Mac hardware components, or components similar to those, since the Intel transition are available for purchase,[100] some technology-capable groups have developed software to install macOS on non-Apple computers. These are referred to as Hackintoshes, a portmanteau of the words "hack" and "Macintosh". This violates Apple's EULA (and is therefore unsupported by Apple technical support, warranties etc.), but communities that cater to personal users, who do not install for resale and profit, have generally been ignored by Apple.[101][102][103] These self-made computers allow more flexibility and customization of hardware, but at a cost of leaving the user more responsible for their own machine, such as on matter of data integrity or security.[104] Psystar, a business that attempted to profit from selling macOS on non-Apple certified hardware, was sued by Apple in 2008.[105]
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In April 2002, eWeek announced a rumor that Apple had a version of Mac OS X code-named Marklar, which ran on Intel x86 processors. The idea behind Marklar was to keep Mac OS X running on an alternative platform should Apple become dissatisfied with the progress of the PowerPC platform.[106] These rumors subsided until late in May 2005, when various media outlets, such as The Wall Street Journal[107] and CNET,[108] announced that Apple would unveil Marklar in the coming months.[109][110][111]
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On June 6, 2005, Steve Jobs announced in his keynote address at WWDC that Apple would be making the transition from PowerPC to Intel processors over the following two years, and that Mac OS X would support both platforms during the transition. Jobs also confirmed rumors that Apple had versions of Mac OS X running on Intel processors for most of its developmental life. Intel-based Macs would run a new recompiled version of OS X along with Rosetta, a binary translation layer which enables software compiled for PowerPC Mac OS X to run on Intel Mac OS X machines.[112] The system was included with Mac OS X versions up to version 10.6.8.[113] Apple dropped support for Classic mode on the new Intel Macs. Third party emulation software such as Mini vMac, Basilisk II and SheepShaver provided support for some early versions of Mac OS. A new version of Xcode and the underlying command-line compilers supported building universal binaries that would run on either architecture.[114]
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PowerPC-only software is supported with Apple's official emulation software, Rosetta, though applications eventually had to be rewritten to run properly on the newer versions released for Intel processors. Apple initially encouraged developers to produce universal binaries with support for both PowerPC and Intel.[115] PowerPC binaries suffer a performance penalty when run on Intel Macs through Rosetta. Moreover, some PowerPC software, such as kernel extensions and System Preferences plugins, are not supported on Intel Macs at all. Some PowerPC applications would not run on macOS at all. Plugins for Safari need to be compiled for the same platform as Safari, so when Safari is running on Intel, it requires plug-ins that have been compiled as Intel-only or universal binaries, so PowerPC-only plug-ins will not work.[116] While Intel Macs can run PowerPC, Intel, and universal binaries, PowerPC Macs support only universal and PowerPC builds.
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Support for the PowerPC platform was dropped following the transition. In 2009, Apple announced at WWDC that Mac OS X 10.6 Snow Leopard would drop support for PowerPC processors and be Intel-only.[117] Rosetta continued to be offered as an optional download or installation choice in Snow Leopard before it was discontinued with Mac OS X 10.7 Lion.[118][118] In addition, new versions of Mac OS X first- and third-party software increasingly required Intel processors, including new versions of iLife, iWork, Aperture and Logic Pro.
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Rumors of Apple shifting Macs to the ARM processors used by iOS devices began circulating as early as 2011,[119] and ebbed and flowed throughout the 2010s.[120] Rumors intensified in 2020, when numerous reports announced that the company would announce its shift to its custom processors at WWDC.[121]
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Apple officially announced its shift to processors designed in-house on June 22, 2020 at WWDC 2020, with the transition planned to last for two years.[122] The first release of macOS to support ARM will be macOS Big Sur.
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One of the major differences between the classic Mac OS and the current macOS was the addition of Aqua, a graphical user interface with water-like elements, in the first major release of Mac OS X. Every window element, text, graphic, or widget is drawn on-screen using spatial anti-aliasing technology.[123] ColorSync, a technology introduced many years before, was improved and built into the core drawing engine, to provide color matching for printing and multimedia professionals.[124] Also, drop shadows were added around windows and isolated text elements to provide a sense of depth. New interface elements were integrated, including sheets (dialog boxes attached to specific windows) and drawers, which would slide out and provide options.
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The use of soft edges, translucent colors, and pinstripes, similar to the hardware design of the first iMacs, brought more texture and color to the user interface when compared to what Mac OS 9 and Mac OS X Server 1.0's "Platinum" appearance had offered. According to Siracusa, the introduction of Aqua and its departure from the then conventional look "hit like a ton of bricks."[125]
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Bruce Tognazzini (who founded the original Apple Human Interface Group) said that the Aqua interface in Mac OS X 10.0 represented a step backwards in usability compared with the original Mac OS interface.[126][127]
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Third-party developers started producing skins for customizable applications and other operating systems which mimicked the Aqua appearance. To some extent, Apple has used the successful transition to this new design as leverage, at various times threatening legal action against people who make or distribute software with an interface the company says is derived from its copyrighted design.[128]
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Apple has continued to change aspects of the macOS appearance and design, particularly with tweaks to the appearance of windows and the menu bar. Since 2012, Apple has sold many of its Mac models with high-resolution Retina displays, and macOS and its APIs have extensive support for resolution-independent development on supporting high-resolution displays. Reviewers have described Apple's support for the technology as superior to that on Windows.[129][130][131]
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The human interface guidelines published by Apple for macOS are followed by many applications, giving them consistent user interface and keyboard shortcuts.[132] In addition, new services for applications are included, which include spelling and grammar checkers, special characters palette, color picker, font chooser and dictionary; these global features are present in every Cocoa application, adding consistency. The graphics system OpenGL composites windows onto the screen to allow hardware-accelerated drawing. This technology, introduced in version 10.2, is called Quartz Extreme, a component of Quartz. Quartz's internal imaging model correlates well with the Portable Document Format (PDF) imaging model, making it easy to output PDF to multiple devices.[124] As a side result, PDF viewing and creating PDF documents from any application are built-in features.[133] Reflecting its popularity with design users, macOS also has system support for a variety of professional video and image formats and includes an extensive pre-installed font library, featuring many prominent brand-name designs.[134]
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The Finder is a file browser allowing quick access to all areas of the computer, which has been modified throughout subsequent releases of macOS.[135][136] Quick Look has been part of the Finder since version 10.5. It allows for dynamic previews of files, including videos and multi-page documents without opening any other applications. Spotlight, a file searching technology which has been integrated into the Finder since version 10.4, allows rapid real-time searches of data files; mail messages; photos; and other information based on item properties (metadata) and/or content.[137][138] macOS makes use of a Dock, which holds file and folder shortcuts as well as minimized windows.
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Apple added Exposé in version 10.3 (called Mission Control since version 10.7), a feature which includes three functions to help accessibility between windows and desktop. Its functions are to instantly display all open windows as thumbnails for easy navigation to different tasks, display all open windows as thumbnails from the current application, and hide all windows to access the desktop.[139] FileVault is optional encryption of the user's files with the 128-bit Advanced Encryption Standard (AES-128).[140]
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Features introduced in version 10.4 include Automator, an application designed to create an automatic workflow for different tasks;[141] Dashboard, a full-screen group of small applications called desktop widgets that can be called up and dismissed in one keystroke;[142] and Front Row, a media viewer interface accessed by the Apple Remote.[143] Sync Services allows applications to access a centralized extensible database for various elements of user data, including calendar and contact items. The operating system then managed conflicting edits and data consistency.[144]
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All system icons are scalable up to 512×512 pixels as of version 10.5 to accommodate various places where they appear in larger size, including for example the Cover Flow view, a three-dimensional graphical user interface included with iTunes, the Finder, and other Apple products for visually skimming through files and digital media libraries via cover artwork. That version also introduced Spaces, a virtual desktop implementation which enables the user to have more than one desktop and display them in an Exposé-like interface;[145] an automatic backup technology called Time Machine, which allows users to view and restore previous versions of files and application data;[146] and Screen Sharing was built in for the first time.[147]
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In more recent releases, Apple has developed support for emoji characters by including the proprietary Apple Color Emoji font.[148][149] Apple has also connected macOS with social networks such as Twitter and Facebook through the addition of share buttons for content such as pictures and text.[150] Apple has brought several applications and features that originally debuted in iOS, its mobile operating system, to macOS in recent releases, notably the intelligent personal assistant Siri, which was introduced in version 10.12 of macOS.[151][152]
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There are 39 system languages available in macOS for the user at the moment of installation; the system language is used throughout the entire operating system environment.[7] Input methods for typing in dozens of scripts can be chosen independently of the system language.[153] Recent updates have added increased support for Chinese characters and interconnections with popular social networks in China.[154][155][156][157]
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macOS can be updated using the Software Update preference pane in System Preferences or the softwareupdate command line utility. Until OS X 10.8 Mountain Lion, a separate Software Update application performed this functionality. In Mountain Lion and later, this was merged into the Mac App Store application, although the underlying update mechanism remains unchanged and is fundamentally different from the download mechanism used when purchasing an App Store application. In macOS 10.14 Mojave, the updating function was moved again to the Software Update preference pane.
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With the exception of Mac OS X Server 1.0 and the original public beta, OS X versions were named after big cats until OS X 10.9 Mavericks, when Apple switched to using California locations. Prior to its release, Mac OS X 10.0 was code named "Cheetah" internally at Apple, and Mac OS X 10.1 was code named internally as "Puma". After the immense buzz surrounding Mac OS X 10.2, codenamed "Jaguar", Apple's product marketing began openly using the code names to promote the operating system. Mac OS X 10.3 was marketed as "Panther", Mac OS X 10.4 as "Tiger", Mac OS X 10.5 as "Leopard", Mac OS X 10.6 as "Snow Leopard", Mac OS X 10.7 as "Lion", OS X 10.8 as "Mountain Lion", and OS X 10.9 as "Mavericks".
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"Panther", "Tiger" and "Leopard" are registered as trademarks of Apple,[178][179][180] but "Cheetah", "Puma" and "Jaguar" have never been registered. Apple has also registered "Lynx" and "Cougar" as trademarks, though these were allowed to lapse.[181][182] Computer retailer Tiger Direct sued Apple for its use of the name "Tiger". On May 16, 2005 a US federal court in the Southern District of Florida ruled that Apple's use did not infringe on Tiger Direct's trademark.[183]
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On September 13, 2000, Apple released a $29.95[184] "preview" version of Mac OS X, internally codenamed Kodiak, to gain feedback from users.
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The "PB", as it was known, marked the first public availability of the Aqua interface and Apple made many changes to the UI based on customer feedback. Mac OS X Public Beta expired and ceased to function in Spring 2001.[185]
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On March 24, 2001, Apple released Mac OS X 10.0 (internally codenamed Cheetah).[186]
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The initial version was slow,[187] incomplete,[188] and had very few applications available at launch, mostly from independent developers.[189] While many critics suggested that the operating system was not ready for mainstream adoption, they recognized the importance of its initial launch as a base on which to improve.[188] Simply releasing Mac OS X was received by the Macintosh community as a great accomplishment,[188] for attempts to overhaul the Mac OS had been underway since 1996, and delayed by countless setbacks. Following some bug fixes, kernel panics became much less frequent.[citation needed]
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Later that year on September 25, 2001, Mac OS X 10.1 (internally codenamed Puma) was released. It featured increased performance and provided missing features, such as DVD playback. Apple released 10.1 as a free upgrade CD for 10.0 users, in addition to the US$129 boxed version for people running Mac OS 9. It was discovered that the upgrade CDs were full install CDs that could be used with Mac OS 9 systems by removing a specific file; Apple later re-released the CDs in an actual stripped-down format that did not facilitate installation on such systems.[190] On January 7, 2002, Apple announced that Mac OS X was to be the default operating system for all Macintosh products by the end of that month.[191]
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On August 23, 2002,[192] Apple followed up with Mac OS X 10.2 Jaguar, the first release to use its code name as part of the branding.[193]
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It brought great raw performance improvements, a sleeker look, and many powerful user-interface enhancements (over 150, according to Apple[194]
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), including Quartz Extreme for compositing graphics directly on an ATI Radeon or Nvidia GeForce2 MX AGP-based video card with at least 16 MB of VRAM, a system-wide repository for contact information in the new Address Book, and an instant messaging client named iChat.[195] The Happy Mac which had appeared during the Mac OS startup sequence for almost 18 years was replaced with a large grey Apple logo with the introduction of Mac OS X v10.2.[196]
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Mac OS X v10.3 Panther was released on October 24, 2003. It significantly improved performance and incorporated the most extensive update yet to the user interface. Panther included as many or more new features as Jaguar had the year before, including an updated Finder, incorporating a brushed-metal interface, Fast user switching, Exposé (Window manager), FileVault, Safari, iChat AV (which added video conferencing features to iChat), improved Portable Document Format (PDF) rendering and much greater Microsoft Windows interoperability.[197] Support for some early G3 computers such as "beige" Power Macs and "WallStreet" PowerBooks was discontinued.[198]
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Mac OS X 10.4 Tiger was released on April 29, 2005. Apple stated that Tiger contained more than 200 new features.[199] As with Panther, certain older machines were no longer supported; Tiger requires a Mac with 256 MB and a built-in FireWire port.[99] Among the new features, Tiger introduced Spotlight, Dashboard, Smart Folders, updated Mail program with Smart Mailboxes, QuickTime 7, Safari 2, Automator, VoiceOver, Core Image and Core Video. The initial release of the Apple TV used a modified version of Tiger with a different graphical interface and fewer applications and services.[200] On January 10, 2006, Apple released the first Intel-based Macs along with the 10.4.4 update to Tiger. This operating system functioned identically on the PowerPC-based Macs and the new Intel-based machines, with the exception of the Intel release lacking support for the Classic environment.[201]
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Mac OS X 10.5 Leopard was released on October 26, 2007. It was called by Apple "the largest update of Mac OS X". It brought more than 300 new features.[202] Leopard supports both PowerPC- and Intel x86-based Macintosh computers; support for the G3 processor was dropped and the G4 processor required a minimum clock rate of 867 MHz, and at least 512 MB of RAM to be installed. The single DVD works for all supported Macs (including 64-bit machines). New features include a new look, an updated Finder, Time Machine, Spaces, Boot Camp pre-installed,[203] full support for 64-bit applications (including graphical applications), new features in Mail and iChat, and a number of new security features. Leopard is an Open Brand UNIX 03 registered product on the Intel platform. It was also the first BSD-based OS to receive UNIX 03 certification.[12][204] Leopard dropped support for the Classic Environment and all Classic applications.[205] It was the final version of Mac OS X to support the PowerPC architecture.[206]
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Mac OS X 10.6 Snow Leopard was released on August 28, 2009. Rather than delivering big changes to the appearance and end user functionality like the previous releases of Mac OS X, Snow Leopard focused on "under the hood" changes, increasing the performance, efficiency, and stability of the operating system. For most users, the most noticeable changes were: the disk space that the operating system frees up after a clean install compared to Mac OS X 10.5 Leopard, a more responsive Finder rewritten in Cocoa, faster Time Machine backups, more reliable and user-friendly disk ejects, a more powerful version of the Preview application, as well as a faster Safari web browser. Snow Leopard only supported machines with Intel CPUs, required at least 1 GB of RAM, and dropped default support for applications built for the PowerPC architecture (Rosetta could be installed as an additional component to retain support for PowerPC-only applications).[207]
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Snow Leopard also featured new 64-bit technology capable of supporting greater amounts of RAM, improved support for multi-core processors through Grand Central Dispatch, and advanced GPU performance with OpenCL.[208]
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The 10.6.6 update introduced support for the Mac App Store, Apple's digital distribution platform for macOS applications.[209]
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Mac OS X 10.7 Lion was released on July 20, 2011. It brought developments made in Apple's iOS, such as an easily navigable display of installed applications called Launchpad and a greater use of multi-touch gestures, to the Mac. This release removed Rosetta, making it incompatible with PowerPC applications.[118]
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Changes made to the GUI include auto-hiding scrollbars that only appear when they are used, and Mission Control which unifies Exposé, Spaces, Dashboard, and full-screen applications within a single interface.[210] Apple also made changes to applications: they resume in the same state as they were before they were closed, similar to iOS. Documents auto-save by default.[211]
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OS X 10.8 Mountain Lion was released on July 25, 2012.[173] Following the release of Lion the previous year, it was the first of the annual rather than two-yearly updates to OS X (and later macOS), which also closely aligned with the annual iOS operating system updates. It incorporates some features seen in iOS 5, which include Game Center, support for iMessage in the new Messages messaging application, and Reminders as a to-do list app separate from iCal (which is renamed as Calendar, like the iOS app). It also includes support for storing iWork documents in iCloud.[212] Notification Center, which makes its debut in Mountain Lion, is a desktop version similar to the one in iOS 5.0 and higher. Application pop-ups are now concentrated on the corner of the screen, and the Center itself is pulled from the right side of the screen. Mountain Lion also includes more Chinese features including support for Baidu as an option for Safari search engine, QQ, 163.com and 126.com services for Mail, Contacts and Calendar, Youku, Tudou and Sina Weibo are integrated into share sheets.[157]
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Starting with Mountain Lion, Apple software updates (including the OS) are distributed via the App Store.[213] This updating mechanism replaced the Apple Software Update utility.[214]
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OS X 10.9 Mavericks was released on October 22, 2013. It was a free upgrade to all users running Snow Leopard or later with a 64-bit Intel processor.[215] Its changes include the addition of the previously iOS-only Maps and iBooks applications, improvements to the Notification Center, enhancements to several applications, and many under-the-hood improvements.[216]
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OS X 10.10 Yosemite was released on October 16, 2014. It features a redesigned user interface similar to that of iOS 7, intended to feature a more minimal, text-based 'flat' design, with use of translucency effects and intensely saturated colors.[217] Apple's showcase new feature in Yosemite is Handoff, which enables users with iPhones running iOS 8.1 or later to answer phone calls, receive and send SMS messages, and complete unfinished iPhone emails on their Mac. As of OS X 10.10.3, Photos replaced iPhoto and Aperture.[218]
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OS X 10.11 El Capitan was released on September 30, 2015. Similar to Mac OS X 10.6 Snow Leopard, Apple described this release as containing "refinements to the Mac experience" and "improvements to system performance" rather than new features. Refinements include public transport built into the Maps application, GUI improvements to the Notes application, adopting San Francisco as the system font for clearer legibility, and the introduction of System Integrity Protection.
|
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+
|
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+
The Metal API, first introduced in iOS 8, was also included in this operating system for "all Macs since 2012".[219] According to Apple, Metal accelerates system-level rendering by up to 50 percent, resulting in faster graphics performance for everyday apps. Metal also delivers up to 10 times faster draw call performance for more fluid experience in games and pro apps.[220]
|
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+
macOS 10.12 Sierra was released to the public on September 20, 2016. New features include the addition of Siri, Optimized Storage, and updates to Photos, Messages, and iTunes.[221][222]
|
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+
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+
macOS 10.13 High Sierra was released to the public on September 25, 2017.[223] Like OS X El Capitan and OS X Mountain Lion, High Sierra is a refinement-based update having very few new features visible to the user, including updates to Safari, Photos, and Mail, among other changes.[224]
|
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+
The major change under the hood is the switch to the Apple File System, optimized for the solid-state storage used in most new Mac computers.[225]
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+
macOS 10.14 Mojave was released on September 24, 2018.[52] The update introduced a system-wide dark mode and several new apps lifted from iOS, such as Apple News.
|
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+
|
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+
macOS 10.15 Catalina was released on October 7, 2019.[226] Updates included enhanced voice control, and bundled apps for music, video, and podcasts that together replace the functions of iTunes, with support for 32-bit applications officially dropped.[227]
|
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|
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+
macOS Big Sur was announced on June 22, 2020, during the WWDC keynote speech.[228] The major version number is changed, for the first time in a macOS release, making it macOS 11.0. It brings ARM support, brand new icons and GUI to the system.[229]
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|
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+
As of July 2016, macOS is the second-most-active general-purpose desktop client operating system used on the World Wide Web following Microsoft Windows, with a 4.90% usage share according to statistics compiled by the Wikimedia Foundation. It is the second-most widely used desktop operating system (for web browsing), after Windows, and is estimated at approximately five times the usage of Linux (which has 1.01%). Usage share generally continues to shift away from the desktop and toward mobile operating systems such as iOS and Android.[230]
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|
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+
In its earlier years, Mac OS X enjoyed a near-absence of the types of malware and spyware that have affected Microsoft Windows users.[231][232][233] macOS has a smaller usage share compared to Windows,[234] but it also has traditionally more secure Unix roots. Worms, as well as potential vulnerabilities, were noted in 2006, which led some industry analysts and anti-virus companies to issue warnings that Apple's Mac OS X is not immune to malware.[235] Increasing market share coincided with additional reports of a variety of attacks.[236] In early 2011, Mac OS X experienced a large increase in malware attacks,[237] and malware such as Mac Defender, MacProtector, and MacGuard were seen as an increasing problem for Mac users. At first, the malware installer required the user to enter the administrative password, but later versions installed without user input.[238] Initially, Apple support staff were instructed not to assist in the removal of the malware or admit the existence of the malware issue, but as the malware spread, a support document was issued. Apple announced an OS X update to fix the problem. An estimated 100,000 users were affected.[239][240] Apple releases security updates for macOS regularly,[241] as well as signature files for Xprotect, an anti-malware feature part of File Quarantine present since Mac OS X Snow Leopard.[242]
|
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|
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+
As a device company, Apple has mostly promoted macOS to sell Macs, with promotion of macOS updates focused on existing users, promotion at Apple Store and other retail partners, or through events for developers. In larger scale advertising campaigns, Apple specifically promoted macOS as better for handling media and other home-user applications, and comparing Mac OS X (especially versions Tiger and Leopard) with the heavy criticism Microsoft received for the long-awaited Windows Vista operating system.[243][244]
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1 |
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|
3 |
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|
4 |
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|
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Emmanuel Jean-Michel Frédéric Macron (French: [emanˈɥɛl ʒɑ̃ miˈʃɛl fʁedeˈʁik makˈʁɔ̃]; born 21 December 1977) is a French politician who has been President of France and ex officio Co-Prince of Andorra since 14 May 2017.
|
6 |
+
|
7 |
+
Born in Amiens, Macron studied philosophy at Paris Nanterre University, later completing a master's degree in public affairs at Sciences Po and graduating from the École nationale d'administration in 2004. He worked as a senior civil servant at the Inspectorate General of Finances and later became an investment banker at Rothschild & Co.
|
8 |
+
|
9 |
+
Macron was appointed a deputy secretary general by President François Hollande shortly after his election in May 2012, making Macron one of Hollande's senior advisers. He was later appointed to the Cabinet as Minister of the Economy and Industry in August 2014 by Prime Minister Manuel Valls. In this role, Macron championed a number of business-friendly reforms. He resigned from the Cabinet in August 2016, launching a campaign for the 2017 presidential election. Although Macron had been a member of the Socialist Party from 2006 to 2009, he ran in the election under the banner of a centrist political movement he founded in April 2016, En Marche.
|
10 |
+
|
11 |
+
Though initially behind in opinion polls, Macron topped the ballot in the first round of voting, and was elected President of France on 7 May 2017 with 66.1% of the vote in the second round, defeating Marine Le Pen. He quickly appointed Édouard Philippe as prime minister, and in the legislative elections a month later, Macron's party, renamed "La République En Marche!" (LREM), secured a majority in the National Assembly. At the age of 39, Macron became the youngest president in French history.
|
12 |
+
|
13 |
+
Born in Amiens, Emmanuel Jean-Michel Frédéric Macron is the son of Françoise Macron (née Noguès), a physician, and Jean-Michel Macron, professor of neurology at the University of Picardy.[1][2] The couple divorced in 2010. Macron has two siblings, Laurent, born in 1979 and Estelle, born in 1982. Françoise and Jean-Michel's first child was stillborn.[3]
|
14 |
+
|
15 |
+
The Macron family legacy is traced back to the village of Authie in Hauts-de-France.[4] One of Macron's paternal great-grandfathers, George William Robertson, was English, and was born in Bristol, United Kingdom.[5][6] His maternal grandparents, Jean and Germaine Noguès (née Arribet), are from the Pyrenean town of Bagnères-de-Bigorre, Gascony.[7] Macron commonly visited Bagnères-de-Bigorre to visit his grandmother Germaine, whom he called "Manette".[8] Macron associates his enjoyment of reading[9] and his left-ward political leanings to Germaine, who, after coming from a modest upbringing of a stationmaster father and a housekeeping mother, became a teacher then a principal, and died in 2013.[10]
|
16 |
+
|
17 |
+
Although raised in a non-religious family, Macron was baptized a Roman Catholic by his own request at age 12; he is agnostic today.[11]
|
18 |
+
|
19 |
+
He was educated mainly at the Jesuit institute Lycée la Providence[12] in Amiens[13] before his parents sent him to finish his last year of school[14] at the elite Lycée Henri-IV in Paris, where he completed the high school curriculum and the undergraduate program with a "Bac S, Mention Très bien". At the same time he was nominated for the "Concours Général" (most selective national level high school competition) in French literature and received his diploma for his piano studies at Amiens Conservatory.[15] His parents sent him off to Paris due to their alarm at the bond he had formed with Brigitte Auzière, a married teacher with three children at Jésuites de la Providence, who later became his wife.[16]
|
20 |
+
|
21 |
+
In Paris, he failed to gain entry to the École normale supérieure twice.[17][18][19] He instead studied philosophy at the University of Paris-Ouest Nanterre La Défense, obtaining a DEA degree (a master level degree, with a thesis on Machiavelli and Hegel).[12][20] Around 1999 Macron worked as an editorial assistant to Paul Ricoeur, the French Protestant philosopher who was then writing his last major work, La Mémoire, l'Histoire, l'Oubli. Macron worked mainly on the notes and bibliography.[21][22] Macron became a member of the editorial board of the literary magazine Esprit.[23]
|
22 |
+
|
23 |
+
Macron did not perform national service because he was pursuing his graduate studies. Born in December 1977, he belonged to the last year when service was mandatory.[24]
|
24 |
+
|
25 |
+
Macron obtained a master's degree in public affairs at the Sciences Po, majoring in "Public Guidance and Economy" before training for a senior civil service career at the selective École nationale d'administration (ENA), training at an embassy in Nigeria[25] and in an office in Oise before graduating in 2004.[26]
|
26 |
+
|
27 |
+
After graduating from ENA in 2004, Macron became an Inspector in the Inspection générale des finances (IGF), a branch of the Finance Ministry.[21] Macron was mentored by Jean-Pierre Jouyet, the then-head of the IGF.[27] During his time as an Inspector of Finances, Macron gave lectures during the summer at the "prep'ENA" (a special cram school for the ENA entrance examination) at IPESUP (fr), an elite private school specializing in preparation for the entrance examinations of the Grandes écoles, such as HEC or Sciences Po.[28][29][30]
|
28 |
+
|
29 |
+
In 2006, Laurence Parisot offered him the job of managing director for Mouvement des Entreprises de France, the largest employer federation in France, but he declined.[31]
|
30 |
+
|
31 |
+
In August 2007, Macron was appointed deputy rapporteur for Jacques Attali's "Commission to Unleash French Growth".[13] In 2008, Macron paid €50,000 to buy himself out of his government contract.[32] He then became an investment banker in a highly-paid position at Rothschild & Cie Banque.[33][34] In March 2010, he was appointed to the Attali Commission as a member.[35]
|
32 |
+
|
33 |
+
In September 2008, Macron left his job as an Inspector of Finances and took a position at Rothschild & Cie Banque.[36] Macron was inspired to leave the government due to the election of Nicolas Sarkozy to the presidency. He was originally offered the job by François Henrot. His first responsibility at Rothschild & Cie Banque was assisting with the acquisition of Cofidis by Crédit Mutuel Nord Europe.[37]
|
34 |
+
|
35 |
+
Macron formed a relationship with Alain Minc, a businessman on the supervisory board of Le Monde.[38] In 2010, Macron was promoted to partner with the bank after working on the recapitalization of Le Monde and the acquisition by Atos of Siemens IT Solutions and Services.[39] In the same year, Macron was appointed as managing director and put in charge of Nestlé's acquisition of one of Pfizer's largest subsidiaries based around baby drinks. His share of the fees on this €9 billion deal made Macron a millionaire.[40]
|
36 |
+
|
37 |
+
In February 2012, he advised businessman Philippe Tillous-Borde, the CEO of the Avril Group.[41]
|
38 |
+
|
39 |
+
Macron reported that he had earned €2 million between December 2010 and May 2012.[42] Official documents show that between 2009 and 2013, Macron had earned almost €3 million.[43] He left Rothschild & Cie in 2012.[44]
|
40 |
+
|
41 |
+
In his youth, Macron worked for the Citizen and Republican Movement for two years but he never applied to be a member.[45][42] Macron was an assistant for Mayor Georges Sarre of the 11th arrondissement of Paris during his time at Sciences Po.[46] Macron had been a member of the Socialist Party since he was 24 but he only renewed his subscription to the party from 2006 to 2009.[47][48][49]
|
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+
|
43 |
+
Macron met François Hollande through Jean-Pierre Jouyet in 2006 and joined his staff in 2010.[48] In 2007, Macron attempted to run for a seat in the National Assembly in Picardy under the Socialist Party label in the 2007 legislative elections, however his application was declined.[50] Macron was offered the chance to be the deputy chief of staff to Prime Minister François Fillon in 2010 though he declined.[51]
|
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+
|
45 |
+
On 15 May 2012, Macron became the deputy secretary general of the Élysée, a senior role in President François Hollande's staff.[52][26] Macron served with Nicolas Revel. He served under the secretary general, Pierre-René Lemas.
|
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|
47 |
+
During the summer of 2012, Macron put forward a proposal that would increase the 35 hour work week to 37 hours until 2014. He also tried to hold back the large tax increases on the highest earners that were planned by the government. Hollande refused Macron's proposals.[53] Nicolas Revel, the other deputy secretary general of the Élysée who he was serving with, opposed Macron on a proposed budget responsibility pact. Revel generally worked on social policy.[54]
|
48 |
+
|
49 |
+
Macron was one of the deciding voices on not regulating the salaries of CEO's.[55]
|
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+
|
51 |
+
On 10 June 2014, it was announced that Macron had resigned from his role and was replaced by Laurence Boone.[56] Reasons for his departure were that he was disappointed to not be included in the first Government of Manuel Valls and also frustrated by his lack of influence in the reforms proposed by the government.[54] This was following the appointment of Jean-Pierre Jouyet as chief of staff.[57]
|
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+
|
53 |
+
Jouyet said that Macron left to "continue personal aspirations"[58] and create his own financial consultancy firm.[59] It was later reported that Macron was planning to create an investment firm that would attempt to fund educational projects.[45] Macron was shortly afterwards employed at the University of Berlin with the help of businessman, Alain Minc. Macron was awarded the position of research fellow. Macron had also sought a position at Harvard University.[60]
|
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+
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+
Macron was offered a chance to be a candidate in the municipal elections in 2014 in his hometown of Amiens. He declined the offer.[61] Manuel Valls attempted to appoint Macron as the Budget Minister but François Hollande rejected the idea due to Macron never being elected before.[57]
|
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+
|
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+
He was appointed as the Minister of Economy and Industry in the second Valls Cabinet on 26 August 2014, replacing Arnaud Montebourg.[62] He was the youngest Minister of the Economy since Valéry Giscard d'Estaing in 1962.[63] Macron was branded by the media as the "Anti-Montebourg" due to being pro-EU and much more moderate, while Montebourg was eurosceptic and left wing.[64] As Minister of the Economy, Macron was at the forefront of pushing through business-friendly reforms. On 17 February 2015, prime minister Manuel Valls pushed Macron's signature law package through a reluctant parliament using the special 49.3 procedure.[65]
|
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+
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+
Macron increased the French share in the company Renault from 15% to 20% and then enforced the Florange law which grants double voting rights on shares registered for more than two years unless two-thirds of shareholders vote to overturn it.[66] This gave the French state a minority share in the company though Macron later stated that the government will limit its powers within Renault.[67]
|
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+
|
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+
Macron was widely criticised for being unable to prevent the closing down of an Ecopla factory in Isère.[68]
|
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+
|
63 |
+
In August 2015, Macron said that he was no longer a member of the Socialist Party and was an independent.[69]
|
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+
|
65 |
+
The "Macron Law" was Macron's signature law package that was eventually pushed through parliament using the 49.3 procedure.[65]
|
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+
|
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+
After the "Law on Growth and Purchasing Power" brought on by Arnaud Montebourg with the aim to "restore 6 billion euros of purchasing power" to the French public.[70] Macron presented the Macron Law to a council of ministers. The law intended to rejuvenate the French economy by fixing regulations based around Sunday work, transport and driving licenses, public sector jobs and the transport market.[71] Manuel Valls, under the fear that the law would not find a majority in the National Assembly, decided to push the law through with the 49.3 procedure.[72] The law was adopted on 10 April 2015.[73]
|
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+
|
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+
The OECD estimated that the Macron Law would generate a "0.3% increase in GDP over five-years and a 0.4% increase over 10-years"[74] Ludovic Subran, the chief economist at credit insurance company, Euler Hermes, estimated that Macron Law would give France a GDP increase of 0.5%.[75]
|
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+
|
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+
Macron first became known to the French public after his appearance on the French TV programme "Des Paroles Et Des Actes" in March 2015.[76] Before forming his political party En marche, Macron had hosted a series of events with him speaking in public, his first one in March 2015 in Val-de-Marne.[77] Macron threatened to leave Manuel Valls' second government over the proposed reform on removing dual-nationality from terrorists.[78][79] He also took various foreign trips, including one to Israel where he spoke on the advancement of digital technology.[80]
|
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+
|
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+
Tensions around the question of Macron's loyalty to the Valls government and Hollande himself increased when Hollande and Valls turned down a proposal for a law put forward by Macron. The law, titled "Macron 2" was going to be much bigger than the original Macron law with a larger aim of making the French economy competitive.[81][82] Macron was given the chance to insert his opinion into the El Khomri law and put specific parts of "Macron 2" into the law though El Khomri could overturn these with help of other ministers.
|
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+
|
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+
Amid tensions and deterioration of relations with the current government, Macron founded an independent political party, En marche, in Amiens on 6 April 2016.[83] A liberal,[84] progressive[85][86] political movement that gathered huge media coverage when it was first established,[87] the party and Macron were both reprimanded by President Hollande and the question of Macron's loyalty to the government was raised.[88][89] Several MEPs spoke out in support for the movement[90] though the majority of the Socialist Party spoke against En marche including Manuel Valls,[91] Michel Sapin,[92] Axelle Lemaire and Christian Eckert.[93]
|
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+
|
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+
In June 2016, support for Macron and his movement, En marche, began to grow in the media with L'Express, Les Echos, Le 1 and L'Opinion beginning to voice public support for Macron.[94] Following several controversies surrounding trade unionists and their protests, major newspapers began to run stories about Macron and En marche on their front page with mainly positive press.[95] This was criticised hugely by the far-left in France and the far-right with the term "Macronite" being coined to describe the pro-Macron influence within the press.[96][97][98] The term has been expanded among the left-wing to also criticise the centrist leanings of most newspapers and their influence among left wing voter bases.[99][100][101]
|
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+
|
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+
Macron was invited to attend a festival in Orléans by mayor Olivier Carré in May 2016, the festival is organised every year to celebrate Orléans' liberation by Joan of Arc.[102] France Info and LCI reported that Macron had attached the Republican values of the Fifth Republic to Joan of Arc and then in a speech, he compared himself to Joan of Arc.[103][104] Macron later went Puy du Fou and declared he was "not a socialist" in a speech amid rumours he was going to leave the current government.[105]
|
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+
|
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+
On 30 August 2016, Macron resigned from the government ahead of the 2017 presidential election,[106][107] to devote himself to his En marche movement.[108][109] There had been rising tensions and several reports that he wanted to leave the Valls government since early 2015.[110] Macron initially planned to leave after the cancellation of his "Macron 2" law[82] but after a meeting with President François Hollande, he decided to stay and an announcement was planned to declare that Macron was committed to the government[111] (though the announcement was pushed back due to the attacks in Nice and Normandy[112][113]). Michel Sapin was announced as Macron's replacement.[114] Speaking on Macron's resignation, Hollande said he had been "betrayed".[115] According to an IFOP poll, 84% of French agreed with Macron's decision to resign.[116]
|
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+
|
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+
Macron first showed intention to run with the formation of En marche but following his resignation from the government, he was able to spend more time dedicating himself to his movement. He first announced that he was considering running for president in April 2016[118] and after his resignation from the position of economy minister, media sources began to find patterns in Macron's fundraising and typical presidential campaign fundraising tactics.[119] In October 2016, Macron criticized Holland's goal of being a "normal" president, saying that France needed a more "Jupiterian presidency".[117]
|
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+
|
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+
On 16 November 2016, Macron formally declared his candidacy for the French presidency after months of speculation. In his announcement speech, Macron called for a "democratic revolution" and promised to "unblock France".[120] Macron had wished that Hollande would join the race several months beforehand, saying that Hollande was the legitimate candidate for the Socialist Party.[121][122] A book was published on 24 November 2016 by Macron to support his campaign titled "Révolution", the book sold nearly 200,000 copies during its printing run and was one of the best selling books in France during 2016.[123][124][125]
|
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+
|
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+
Shortly after announcing his run, Jean-Christophe Cambadélis and Manuel Valls both asked Macron to run in the Socialist Party presidential primary though Macron ultimately refused.[126][127] Jean-Christophe Cambadélis began to threaten to exclude members who associated or supported Macron following Lyon mayor Gérard Collomb's declaration of support for Macron.[128]
|
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+
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+
Macron's campaign, headed by French economist Sophie Ferracci, announced in December 2016 that it had raised 3.7 million euros in donations without public funding (as En marche was not a registered political party).[129][130] This was three times the budget of then-front runner Alain Juppé.[131] Macron came under criticism from several individuals, including Benoît Hamon who requested Macron reveal a list of his donors accusing him of conflicts of interest due to Macron's past at Rothschilds.[132] Macron replied to this, calling Hamon's behavior "demagogic."[133] It was later reported by journalists Marion L'Hour and Frédéric Says that Macron had spent €120,000 on setting up dinners and meetings with various personalities within the media and in French popular culture while he was minister.[134][135][136] Macron was then accused by deputies, Christian Jacob and Philippe Vigier of using this money to further the representation of En Marche in French political life.[137][138] Michel Sapin, his successor and Minister of Economy saw nothing illegal about Macron's actions saying that Macron had the right to spend the funds.[139] Macron said in response to these allegations that it was "defamatory" and that none of the ministerial budget had been spent on his party.[135]
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Macron's campaign enjoyed considerable coverage from the media.[140][141][142][143][144] Mediapart reported that Macron had over fifty magazine covers dedicated purely to him compared to Melenchon's "handful" despite similar followings online and both having large momentum during the campaign.[145] Macron has been consistently labelled by the far-left and far-right as the "media candidate" and has been viewed as such in opinion polls.[146][147][148] He is friends with the owners of Le Monde[149] and Claude Perdiel the former owner of Nouvel Observateur.[150] Many observers have compared Macron's campaign to a product being sold[151] due to Maurice Lévy, a former CEO using marketing tactics to try to advance Macron's presidential ambitions.[152][153] The magazine Marianne has reported that BFMTV, whose owner is Patrick Drahi, has broadcast more coverage of Macron than all four main candidates combined,[154] Marianne has said this may be due to Macron's campaign having links with Drahi through a former colleague of Drahi, Bernard Mourad.[155][156]
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After a range of comparisons to centrist, François Bayrou, Bayrou announced he was not going to stand in the presidential election and instead form an electoral alliance with Macron which went into effect on 22 February 2017, and has since lasted with En marche and the Democratic Movement becoming allies in the National Assembly.[157][158] Following this, Macron's poll ratings began to rise and after several legal issues surrounding François Fillon become publicized, Macron overtook him in the polls to become the front runner after polls shown him beating National Front candidate Marine Le Pen in the second round.[159][160]
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Macron attracted criticism for the time taken to spell out a formal program during his campaign; despite declaring in November, he had still not released a complete set of proposals by February, attracting both attacks from critics and concern among allies and supporters.[161] He eventually laid out his 150-page formal program on 2 March, publishing it online and discussing it at a marathon press conference that day.[162]
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Macron accumulated a wide array of supporters, securing endorsements from François Bayrou of the Democratic Movement (MoDem), MEP Daniel Cohn-Bendit, the ecologist candidate François de Rugy of the primary of the left, and Socialist MP Richard Ferrand, secretary-general of En marche, as well as numerous others – many of them from the Socialist Party, but also a significant number of centrist and centre-right politicians.[163] The Grand Mosque of Paris urged French Muslims to vote en masse for Macron.[164]
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On 23 April 2017, Macron received the most votes in the first round of the presidential election, with 24% of the overall vote and more than 8 million votes all together. He progressed to the second round with Marine Le Pen. Former candidates François Fillon and Benoît Hamon voiced their support for Macron.[165]
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Macron qualified for the run-off against National Front candidate Marine Le Pen on 23 April 2017, after coming first place in the vote count. Following the announcement of his qualification, François Fillon and Benoît Hamon expressed support for Macron.[165] President François Hollande also endorsed Macron.[166] Many foreign politicians voiced support for Macron in his bid against right-wing populist candidate Marine Le Pen, including European Commission President Jean-Claude Juncker, German Chancellor Angela Merkel,[167] and former US President Barack Obama.[168]
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A debate was arranged between Macron and Le Pen on 3 May 2017. The debate lasted for 2 hours and Macron was considered the winner due to opinion polls.[169]
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In March 2017, Macron's digital campaign manager, Mounir Mahjoubi, told Britain's Sky News that Russia is behind "high level attacks" on Macron, and said that its state media are "the first source of false information". He said: "We are accusing RT (formerly known as Russia Today) and Sputnik News (of being) the first source of false information shared about our candidate ...".[170]
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Two days before the French Presidential Election on 7 May, it was reported that nine gigabytes of Macron's campaign emails had been anonymously posted to Pastebin, a document-sharing site. These documents were then spread onto the imageboard 4chan which led to the hashtag "#macronleaks" trending on Twitter.[171][172] In a statement on the same evening, Macron's political movement, En marche, said: "The En marche movement has been the victim of a massive and coordinated hack this evening which has given rise to the diffusion on social media of various internal information".[173] Macron's campaign had been presented a report before in March 2017 by the Japanese cyber security firm Trend Micro detailing how En marche had been the target of phishing attacks.[174] Trend Micro said that the group conducting these attacks were Russian hacking group Fancy Bear who were also accused of hacking the Democratic National Committee on 22 July 2016.[174] These same emails were verified and released in July 2017 by WikiLeaks.[175] This was following Le Pen accusing Macron of tax avoidance.[176]
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On 7 May 2017, Macron was elected President of France with 66.1% of the vote compared to Marine Le Pen's 33.9%. The election had record absention at 25.4% and 8% of ballots being blank or spoilt.[177] Macron resigned from his role as president of En marche[178] and Catherine Barbaroux became interim leader.[179]
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Macron qualified for the runoff after the first round of the election on 23 April 2017. He won the second round of the presidential election on 7 May by a landslide according to preliminary results,[180] making the candidate of the National Front, Marine Le Pen, concede.[181] At 39, he became the youngest president in French history and the youngest French head of state since Napoleon.[182][183][184] He is also the first president of France born after the establishment of the Fifth Republic in 1958.
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Macron formally became president on 14 May.[185] He appointed Patrick Strzoda as his chief of staff[186] and Ismaël Emelien as his special advisor for strategy, communication and speeches.[187] On 15 May, he appointed Édouard Philippe of the Republicans as Prime Minister.[188][189] On the same day, he made his first official foreign visit, meeting in Berlin with Angela Merkel, the Chancellor of Germany. The two leaders emphasised the importance of France–Germany relations to the European Union.[190] They agreed to draw up a "common road map" for Europe, insisting that neither was against changes to the Treaties of the European Union.[191]
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In the 2017 legislative election, Macron's party La République en marche and its Democratic Movement allies secured a comfortable majority, winning 350 seats out of 577.[192] After The Republicans emerged as the winners of the Senate elections, government spokesman Christophe Castaner stated the elections were a "failure" for his party.[193]
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In his first few months as president, Macron pressed for enactment of package of reforms on public ethics, labor laws, taxes, and law enforcement agency powers.
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In response to Penelopegate, the National Assembly passed a part of Macron's proposed law to stop mass corruption in French politics by July 2017, banning elected representatives from hiring family members.[194] Meanwhile, the second part of the law scrapping a constituency fund was scheduled for voting after Senate objections.[195]
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Macron's plan to give his wife an official role within government came under fire with criticisms ranging from it being undemocratic to what critics perceive as a contradiction to his fight against nepotism.[196] Following an online petition of nearly 290,000 signatures on change.org Macron abandoned the plan.[197] On 9 August, the National Assembly adopted the bill on public ethics, a key theme of Macron's campaign, after debates on the scrapping the constituency funds.[198]
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Macron aims to shift union–management relations away from the adversarial lines of the current French system and toward a more flexible, consensus-driven system modelled after Germany and Scandinavia.[199][200] He has also pledged to act against companies employing cheaper labour from eastern Europe and in return affecting jobs of French workers, what he has termed as "social dumping". Under the EU rules, eastern European workers can be employed for a limited time at the salary level in eastern European countries which has led to dispute between the EU states.[201]
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The French government announced the proposed changes to France's labour rules ("Code du Travail"), being among the first steps taken by Macron and his government to galvanise the French economy.[202] Macron's reform efforts have encountered resistance from some French trade unions.[203] The largest trade union, the CFDT, has taken a conciliatory approach to Macron's push and has engaged in negotiations with the president, while the more militant CGT is more hostile to reforms.[199][200] Macron's labour minister, Muriel Pénicaud, is overseeing the effort.[204]
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The National Assembly including the Senate approved the proposal, allowing the government to loosen the labour laws after negotiations with unions and employers' groups.[205] The reforms, which were discussed with unions, limit payouts for dismissals deemed unfair and give companies greater freedom to hire and fire employees as well as to define acceptable working conditions. The president signed five decrees reforming the labour rules on 22 September.[206] Government figures released in October 2017 revealed that during the legislative push to reform the labour code, the unemployment rate had dropped 1.8%, the biggest since 2001.[207]
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On 23 June 2018, President Macron said: "The reality is that Europe is not experiencing a migration crisis of the same magnitude as the one it experienced in 2015", "A country like Italy has not at all the same migratory pressure as last year. The crisis we are experiencing today in Europe is a political crisis".[208] In November 2019, Macron introduced new immigration rules to restrict the number of refugees reaching France, while stating to "take back control" of the immigration policy.[209]
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Pierre de Villiers, then-Chief of the General Staff of the Armies, stepped down on 19 July 2017 following a confrontation with Macron.[210] De Villiers cited the military budget cut of €850 million as the main reason he was stepping down. Le Monde later reported that De Villiers told a parliamentary group, "I will not let myself be fucked like this."[211] Macron named François Lecointre as De Villiers' replacement.[212]
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Macron's government presented its first budget on 27 September, the terms of which reduced taxes as well as spending to bring the public deficit in line with the EU's fiscal rules.[213] The budget replaced the wealth tax with one targeting real estate, fulfilling Macron's campaign pledge to scrap the wealth tax.[214] Before it was replaced, the tax collected up to 1.5% of the wealth of French residents whose global worth exceeded €1.3m.[215]
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In February 2017, Macron announced a plan to offer voluntary redundancy in an attempt to further cut jobs from the French civil service.[216] In December 2019, Macron informed that he would scrap 20th century Byzantine pension system and introduce a single nations pension system managed by the state.[217] In January 2020, after weeks of public transport shutdown and vandalization across Paris against the new pension plan, Macron compromised the plan by revising the retirement age.[218] In February, the pension overhaul was adopted by decree using Article 49 of the French constitution.[219]
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In July 2017, the Senate approved its first reading of a controversial bill with stricter anti-terror laws, a campaign pledge of Macron. The National Assembly voted on 3 October to pass the bill 415–127, with 19 abstentions. Interior Minister Gérard Collomb described France as being "still in a state of war" ahead of the vote, with the 1 October Marseille stabbing having taken place two days prior. The Senate then passed the bill on its second reading by a 244–22 margin on 18 October. Later that day Macron stated that 13 terror plots had been foiled since 2017 began. The law replaced the state of emergency in France and made some of its provisions permanent.[220]
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The bill was criticized by human rights advocates. A public poll by Le Figaro showed 57% of the respondents approved it even though 62% thought it would encroach on personal freedoms.[221]
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The law gives authorities expanded power to search homes, restrict movement, close places of worship,[222] and search areas around train stations as well as international ports and airports. It was passed after modifications to address concerns about civil liberties. The most punitive measures will be reviewed annually and are scheduled to lapse by the end of 2020.[223] The bill was signed into law by Macron on 30 October. He announced that, starting 1 November, it would bring an end to the state of emergency.[224]
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Speaking on refugees and, specifically, the Calais Jungle, Macron said he would not allow another refugee camp to form in Paris before outlining the government policy towards immigration and asylum.[225] He announced plans to speed up asylum applications and deportations but give refugees better housing.[226]
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Visiting Corsica in February 2018, Macron sparked controversy when he rejected nationalist wishes for Corsican as an official language[227] but offered to recognize Corsica in the French constitution.[228]
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Macron also proposed a plan to "reorganise" the Islamic religion in France saying: "We are working on the structuring of Islam in France and also on how to explain it, which is extremely important – my goal is to rediscover what lies at the heart of laïcité, the possibility of being able to believe as not to believe, in order to preserve national cohesion and the possibility of having free consciousness." He declined to reveal further information about the plan.[229]
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Macron attended the 2017 Brussels summit on 25 May 2017, his first NATO summit as president of France. At the summit, he met US President Donald Trump for the first time. The meeting was widely publicized due to a handshake between the two of them being characterized as a "power-struggle".[230][231]
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On 29 May 2017, Macron met with Vladimir Putin at the Palace of Versailles. The meeting sparked controversy when Macron denounced Russia Today and Sputnik accusing the news agencies of being "organs of influence and propaganda, of lying propaganda".[232][233] Macron also urged cooperation in the conflict against ISIS and warned that France would respond with force in Syria if chemical weapons are used.[234] In response to the chemical attack in Douma, Syria in 2018, Macron directed French participation in airstrikes against Syrian government sites, coordinated with the United States and the United Kingdom.[235][236]
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In his first major foreign policy speech on 29 August, President Macron stated that fighting Islamist terrorism at home and abroad was France's top priority. Macron urged a tough international stance to pressure North Korea into negotiations, on the same day it fired a missile over Japan. He also affirmed his support for the Iranian nuclear deal and criticized Venezuela's government as a "dictatorship". He added that he would announce his new initiatives on the future of European Union after the German elections in September.[237] At the 56th Munich Security Conference in February, Macron presented his 10-year vision policy to strengthen the European Union. The President remarked larger budget, integrated capital markets, effective defense policy and quick decision making holds the key for Europe. Adding that reliance on NATO and especially the US and the UK was not good for Europe, and a dialogue must be established with Russia.[238]
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According to the IFOP poll for Le Journal du Dimanche, Macron started his five-year term with a 62 per cent approval rating.[239][240] This was higher than François Hollande's popularity at the start of his first term (61 per cent) but lower than Sarkozy's (65 per cent).[241]
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An IFOP poll on 24 June 2017 said that 64 percent of French people were pleased with Macron's performance.[242] In the IFOP poll on 23 July 2017, Macron suffered a 10 percent point drop in popularity, the largest for any president since Jacques Chirac in 1995.[243] 54 per cent of French people approved of Macron's performance[244] a 24 percentage point drop in three months.[245] The main contributors to this drop in popularity are his recent confrontations with former Chief of Defence Staff Pierre De Villiers,[246] the nationalization of the Chantiers de l'Atlantique shipyard owned by the bankrupt STX Offshore & Shipbuilding,[247] and the reduction in housing benefit.[248] In August 2017, IFOP polls stated that 40 per cent approved and 57 per cent disapproved of his performance.[249]
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By the end of September 2017, seven out of ten respondents said that they believe Emmanuel Macron was respecting his campaign promises,[250][251] though a majority felt that the policies the government was putting forward were "unfair."[252]
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Macron's popularity fell sharply in 2018, reaching about 25% by the end of November. Dissatisfaction with his presidency has been expressed by protestors in the yellow vests movement.[253][254]
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On 18 July 2018, Le Monde revealed in an article that a member of Macron's staff Alexandre Benalla posed as a police officer and beat a protester during May Day demonstrations in Paris earlier in the year and was suspended for a period of 15 days before only being internally demoted. The Élysée failed to refer the case to the public prosecutor and a preliminary investigation into the case was not opened until the day after the publication of the article, and the lenient penalty served by Benalla raised questions within the opposition about whether the executive deliberately chose not to inform the public prosecutor as required under the code of criminal procedure.[255]
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Overall, Macron is largely seen as a centrist.[256][257][258][259][260][261] Some observers describe him as a social liberal[262][263][84][264][265] and others call him a social democrat.[266][267][268] During his time in the French Socialist Party, he supported the party's centrist wing,[269] whose political stance has been associated with Third Way policies advanced by Bill Clinton, Tony Blair and Gerhard Schröder, and whose leading spokesman has been former prime minister Manuel Valls.[270][271][272][273]
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In the past, Macron has called himself a socialist,[274] but he has labelled himself as a centrist liberal since August 2015. He has refused observations by critics that he is an "ultra-liberal" economically.[275][276][277][278] During a visit to Vendee in August 2016, he said he was not a socialist and that he just served in a "left wing government."[279] He has called himself both a "man of the left" and "liberal" in his book Révolution.[280] Macron has since been labeled a libertarian with a socially liberal viewpoint.[281]
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Macron created the centrist political party En Marche with the attempt to create a party that can cross partisan lines.[282] Speaking on why he formed En Marche, he said there is a real divide in France between "conservatives and progressives".[283] His political platform during the 2017 French presidential election contained stances from both the left and right,[284] which led to him being positioned as a radical centrist by Le Figaro.[285] Macron has rejected centrist as a label,[286] although political scientist Luc Rouban has compared his platform to former centrist president Valéry Giscard d'Estaing, who is the only other French president to have been elected on a centrist platform.[287]
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Macron has been compared to former president Valéry Giscard d'Estaing due to their ability to win a presidential election on a centrist platform and for their similar governing styles. Both were inspectors of finance, were given responsibilities based around tax and revenue, both were very ambitious about running for the position of president, showing their keenness early in their careers and both were seen as figures of renewal in French political life.[288][289][290][291][292][293] d'Estaing even said himself in 2016 that he was "a little like Macron."[294] Observers have noted that while they are alike ideologically, d'Estaing had ministerial experience and time in Parliament to show for his political life while Macron had never been elected before.[295]
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Macron has advocated in favor of the free market and reducing the public-finances deficit.[296] He first publicly used the word liberal to describe himself in a 2015 interview with Le Monde. He added that he is "neither right nor left" and that he advocates a "collective solidarity".[297][298] During a visit to the Puy du Fou in Vendée with Philippe de Villiers in August 2016, he stated: "Honesty compels me to say that I am not a socialist."[299] Macron explained that he was part of the "left government" because he wanted to "serve the public interest" as any minister would.[300] In his book Révolution, published in November 2016, Macron presents himself as both a "leftist" and a "liberal ... if by liberalism one means trust in man."[301]
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With his party En Marche, Macron's stated aim is to transcend the left–right divide in a manner similar to François Bayrou or Jacques Chaban-Delmas, asserting that "the real divide in our country ... is between progressives and conservatives". With the launch of his independent candidacy and his use of anti-establishment rhetoric, Macron has been labelled a populist by some observers, notably Manuel Valls, but Macron rejects this term.[302][303]
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Macron is a supporter of the El Khomri law. He became the most vocal proponent of the economic overhaul of the country.[304] Macron has stated that he wants to go further than the El Khomri law when reforming the labor code.[305]
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Macron is in favor of tax cuts. During the 2017 presidential election, Macron proposed cutting the corporate tax rate from 33.3% to 25%. Macron also wants to remove investment income from the wealth tax so that it is solely a tax on high-value property.[306] Macron also wants to exempt 18 million households from local residence tax, branding the tax as "unfair" during his 2017 presidential campaign.[307][308][309]
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Macron is against raising taxes on the highest earners. When asked about François Hollande's proposal to raise income tax on the upper class to 75%, Macron compared the policy to the Cuban taxation system.[310] Macron supports stopping tax avoidance.[311]
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Macron has advocated for the end of the 35 hour work week;[312][313] however, his view has changed over time and he now seeks reforms that aim to preserve the 35 hour work week while increasing France's competitiveness.[314] He has said that he wants to return flexibility to companies without ending the 35 work week.[315] This would include companies renegotiating work hours and overtime payments with employees.
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Macron has supported cutting the amount of civil servants by 120,000.[316] Macron also supports spending cuts, saying he would cut 60 billion euros in public spending over a span of five years.[317]
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He has supported the Comprehensive Economic and Trade Agreement (CETA) between Canada and the European Union and criticized the Walloon government for trying to block it.[318] He believes that CETA should not require the endorsement of national parliaments because "it undermines the EU".[319] Macron supports the idea of giving the Eurozone its own common budget.[320][321][317]
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Regarding the Transatlantic Trade and Investment Partnership (TTIP), Macron stated in June 2016 that "the conditions [to sign the treaty] are not met", adding that "we mustn't close the door entirely" and "need a strong link with the US".[322]
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In April 2017, Macron called for a "rebalancing" of Germany's trade surplus, saying that "Germany benefits from the imbalances within the Eurozone and achieves very high trade surpluses".[323]
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In March 2018, Macron announced that the government would spend 1.5 billion euros ($1.9 billion) on artificial intelligence in order to boost innovation. The money would be used to sponsor research projects and scientific laboratories, as well as to finance startup companies within the country whose focus is AI.[324]
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Macron described France's colonization of Algeria as a "crime against humanity".[325][326] He also said: "It's truly barbarous and it's part of a past that we need to confront by apologizing to those against whom we committed these acts."[327] Polls following his remarks reflected a decrease in his support.[325]
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Macron described the 2011 military intervention in Libya as a "historic error".[328]
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In 2012, Macron was a Young Leader with the French-American Foundation.[329]
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In January 2017, he said France needed a more "balanced" policy toward Syria, including talks with Bashar al-Assad.[330] In April 2017, following the chemical attack in Khan Shaykhun, Macron proposed a possible military intervention against the Assad regime, preferably under United Nations auspices.[331] He has warned if the Syrian regime uses chemical weapons during his presidency he will act unilaterally to punish it.[328]
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He supports the continuation of President Hollande's policies on Israel, opposes the BDS movement, and has refused to state a position on recognition of the State of Palestine.[332] In May 2018, Macron condemned "the violence of Israeli armed forces" against Palestinians in Gaza border protests.[333]
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He criticized the Franco-Swiss construction firm LafargeHolcim for competing to build the wall on the Mexico–United States border promised by U.S. President Donald Trump.[334]
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Macron has called for a peaceful solution during the 2017 North Korea crisis,[335] though he agreed to work with US President Trump against North Korea.[336] Macron and Trump apparently conducted a phone call on 12 August 2017 where they discussed confronting North Korea, denuclearizing the Korean Peninsula and enforcing new sanctions.[337]
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Macron condemned the persecution of Rohingya Muslims in Myanmar. He described the situation as "genocide" and "ethnic purification", and alluded to the prospect of UN-led intervention.[338]
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In response to the Turkish invasion of northern Syria aimed at ousting U.S.-backed Syrian Kurds from the enclave of Afrin, Macron said that Turkey must respect Syria's sovereignty, despite his condemnation of Bashar al-Assad.[339]
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Macron has voiced support for the Saudi Arabian-led military campaign against Yemen's Shiite rebels.[340] He also defended France's arms sales to the Saudi-led coalition.[341] Some rights groups have argued that France is violating national and international law by selling weapons to members of the Saudi-led coalition fighting in Yemen.[342][343]
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In response to the death of Chinese Nobel Peace Prize laureate Liu Xiaobo, who died of organ failure while in government custody, Macron praised Liu as "a freedom fighter". Macron also described as "extremely fruitful and positive" his first contacts with President Xi Jinping.[344]
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An article in the New York Times described Emmanuel Macron as "ardently pro-Europe" and stated that he "has proudly embraced an unpopular European Union."[345]
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Macron was described by some as Europhile[346][347] and federalist[348][349] but he describes himself as "neither pro-European, eurosceptic nor a federalist in the classical sense",[350] and his party as "the only pro-European political force in France".[351]
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In June 2015, Macron and his German counterpart Sigmar Gabriel published a platform advocating a continuation of European integration. They advocate the continuation "of structural reforms (such as labor markets), institutional reforms (including the area of economic governance)",[352] but also a reconciliation of "tax and social systems (like better co-ordination or harmonization of the corporate taxes via, for example, minimum wages)".[citation needed]
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He also advocates the creation of a post of the EU Commissioner that would be responsible for the Eurozone and Eurozone's Parliament and a common budget.[353]
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In addition, Macron stated: "I'm in favor of strengthening anti-dumping measures which have to be faster and more powerful like those in the United States. We also need to establish a monitoring of foreign investments in strategic sectors at the EU level in order to protect a vital industry and to ensure our sovereignty and the European superiority."[297]
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Macron also stated that, if elected, he would seek to renegotiate the Treaty of Le Touquet with the United Kingdom which has caused a build-up of economic migrants in Calais. When Macron served as economy minister he had suggested the Treaty could be scrapped if the UK left the European Union.[354]
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On 1 May 2017, Macron said the EU needs to reform or face Frexit.[355] On 26 September, he unveiled his proposals for the EU, intending to deepen the bloc politically and harmonise its rules. He argued for institutional changes, initiatives to promote EU, along with new ventures in the technology, defence and energy sectors. His proposals also included setting up a rapid reaction force working along with national armies while establishing a finance minister, budget and parliament for the Eurozone. He also called for a new tax on technology giants, an EU-wide asylum agency to deal with the refugee crisis, and changes to the Common Agricultural Policy.[356]
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Following the declaration of independence by Catalonia, Macron joined the EU in supporting Spanish prime minister Mariano Rajoy.[357] In a conversation with BBC's Andrew Marr, Macron stated that theoretically if France should choose to withdraw from the EU, they would do so through a national popular vote.[358] In November 2019, Macron blocked EU accession talks with Albania and North Macedonia, proposing changes to EU Enlargement policy. In an interview with The Economist, Macron explained that the EU was too reliant on NATO and the US, and that it should initiate "strategic dialogue" with Russia.[359]
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After the European elections in 2019, it was Macron in particular who prevented the leading candidate of the European People's Party, Manfred Weber, as president of the European Commission. Previously it was a tradition that always the top candidate of the largest party took over this post. Critics accuse Macron of having ignored by his actions the democratic decision of the voters for power-political reasons, and thus sacrificed the democratic principles of his own interests.[360]
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In July 2015, as economy minister, Macron stated in an interview that any Greece bailout package must also ease their burden by including reductions in the country's overall debt.[361] In July 2015, while challenging the "loaded question" of the 2015 Greek referendum, Macron called for resisting the "automatic ejection" of Greece from the Eurozone and avoiding "the Versailles Treaty of the Eurozone," in which case the "No" side would win. He believes that the Greek and European leaders co-produced the Greek government-debt crisis,[362] and that the agreement reached in summer 2015 between Greece and its creditors, notably driven by François Hollande, will not help Greece in dealing with the debt, while at the same time criticizing the International Monetary Fund.[363]
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In June 2016, he criticized the austerity policies imposed on Greece, considering them to be unsustainable and calling for the joint establishment of "fiscal and financial solidarity mechanisms" and a mechanism for restructuring the debt of Eurozone member states.[363] Yanis Varoufakis, minister of finance in the First Cabinet of Alexis Tsipras, praised Macron, calling him "the only French Minister in the François Hollande's administration that seemed to understand what was at stake in the Eurozone" and who, according to him, "tried to play the intermediary between us [Greece] and the troika of our creditors EC, IMF, ECB even if they don't allow him to play the role".[364]
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President Macron supports NATO and its role in the security of eastern European states and he also said pressure NATO partners like Poland to uphold what he called "European values". He said in April 2017 that "in the three months after I'm elected, there will be a decision on Poland. You cannot have a European Union which argues over every single decimal place on the issue of budgets with each country, and which, when you have an EU member which acts like Poland or Hungary on issues linked to universities and learning, or refugees, or fundamental values, decides to do nothing."[365] Polish Foreign Minister Witold Waszczykowski said in response that Macron "violated European standards and the principles of friendship with Poland".[366]
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During a press conference with Vladimir Putin at the Palace of Versailles in May 2017, he condemned the Russian state media as "lying propaganda."[367] At the same month, he said that "we all know who Le Pen’s allies are. The regimes of Orbán, Kaczyński, Putin. These aren’t the regimes with an open and free democracy. Every day they break many democratic freedoms."[368]
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Macron said that the European Commission needs to do more to stop the influx of low-paid temporary workers from Central and Eastern Europe into France.[369]
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Macron supported the open-door policy toward migrants from the Middle East and Africa pursued by Angela Merkel in Germany during the 2017 election campaign and promoted tolerance towards immigrants and Muslims.[370][345] Macron expressed confidence in France's ability to absorb more immigrants and welcomed their arrival into Europe, asserting that the influx will have a positive economic impact.[371] However, he later stated that France could "not hold everyone" and cited migration as a major concern of voters. New migration measures were introduced which toughened controls on asylum and fixed quotas for foreign workers.[372][373]
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However, he believes that Frontex (the European Border and Coast Guard Agency) is "not a sufficiently ambitious program" and has called for more investment in coast and border guards, "because anyone who enters [Europe] at Lampedusa or elsewhere is a concern for all European countries".[319]
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In June 2018 the Aquarius (NGO ship) carrying 629 migrants that were rescued near Libya was denied entry to the Sicilian port by Italy's new interior minister Matteo Salvini.[374] Italian PM Giuseppe Conte accused France of hypocrisy after Macron said Italy was acting "irresponsibly" by refusing entry to migrants and suggested it had violated international maritime law.[375] Italy's deputy PM Luigi Di Maio said: "I am happy the French have discovered responsibility . . . they should open their ports and we will send a few people to France."[376]
|
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Macron believes that the proposed reform bill on deprivation of citizenship for French-born and naturalized citizens convicted on terrorism charges was not a "concrete solution" and believes that "the endless prolongation of the state of emergency raises legitimate questions". He advocates an increase in state funding of intelligence agencies.[377]
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Macron calls for a restoration of community policing and considers that "the management of some major risks must be delegated to the associations' or the private sector".[378]
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He considers that his proposal to provide each young adult a "Culture Pass" of €500 may encourage young people to discover the culture of France and deter terrorism.[379]
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Macron has endorsed proposals to make it mandatory for Internet companies to allow the government to access encrypted communications from customers.[380]
|
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Macron expressed deep regret at US President Trump's decision to take back U.S. armed forces from Syria.[381]
|
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In October 2019, Macron warned that Turkey would be responsible for helping Islamic State to re-establish a Caliphate in Syria as he called on Turkey to stop its military offensive against Kurdish forces the north of Syria.[382]
|
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Ahead of the 2015 United Nations Climate Change Conference, Macron called for acceleration of the ecological transition and advocated a "balance between ecological imperatives and economic requirements", an objective that the French government seeks to achieve by fighting on "five fronts": "innovation", "simplification", "strengthening of our energy efficiency and [...] reduction of fossil fuel usage", "energy competitiveness" and "action in Europe and worldwide".[383]
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During the summer of 2016, he defended the use of diesel fuel, which he believes there should not be a "hunt" for since it "remains at the heart of the French industrial policy". Macron expressed this opinion in the aftermath of the Volkswagen emissions scandal. He was then part of a Socialist-backed government; prominent members from that party, including Paris mayor Anne Hidalgo, criticized that position.[384][385][386] In addition, Macron is in favor of using nuclear energy which he considers "a French choice and a choice for the future".[387] Nevertheless, in the multi-year energy program (programmation pluriannuelle de l'énergie, PPE) Macron committed to reduce the use of nuclear energy in France by 2035.[388]
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In 2016, Macron proposed that France "secures its supplies in the most strategic materials using three levers: the circular economy and the recovery of materials contained in the end of life of the products [...]; the diversification of supplies to overcome geopolitical risks [...] and to bring more competitiveness; the creation of new reasonably-sized mines in France, while following the best social and environmental standards".[389]
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Although he is sceptical about the construction of the Aéroport du Grand Ouest, Macron stated he believed the construction should start since the people backed the project in the 2016 local referendum. However, after Macron's inauguration, Prime Minister Philippe said that the plans for construction would be abandoned.[390] He criticised Donald Trump for pulling the United States out of the Paris climate accord on 2 June 2017, and called for scientists to come to France in order to work together on climate change.[391]
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In 2018, Macron announced that France would commit 700 million euros to the International Solar Alliance, a treaty-based alliance to expand solar power infrastructure.[392] In the same year, Macron announced that France would phase out coal power, with the target of shutting down all coal-fired power stations (which make up about 1% of French energy generation) by 2021.[393]
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In 2018, he pursued a petrol tax, albeit, the tax stems from an earlier policy under his predecessor, François Hollande.[394] A burgeoning grassroots movement, the Gilets jaunes protests developed throughout France in November and December, extending even to the overseas territory of Réunion. On 4 December, Prime minister Édouard Philippe announced that the tax increase would be pushed back six months.[395] The following day however, Macron scrapped the fuel tax increase altogether.[396]
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On 13 January 2019, he penned a 2,300-word letter[397] addressing the nation in response to 9 consecutive weeks of protests by the Gilets Jaunes movement, calling for 3 months of national debate to address grievances.[398]
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Macron called the 2019 Brazil wildfires an "international crisis" as the Amazon rainforest produces "20% of the world's oxygen."[399] Macron stated he will refuse to ratify the EU–Mercosur Free Trade Agreement unless Brazil commits to protecting the environment.[400]
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Macron supports the principle of secularism (laïcité). He also said that "we have a duty to let everybody practice their religion with dignity".[401] In July 2016, at the first meeting of En marche, Macron expressed opposition to banning Muslim headscarves in universities, stating, "Personally, I do not believe we should be inventing new texts, new laws, new standards, in order to hunt down veils at universities and go after people who wear religious symbols during field trips."[402]
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In an interview with the French news magazine Marianne, Macron asserted that "secularism is not designed to promote a republican religion", and responded to comments by Manuel Valls and Jean-Pierre Chevènement regarding the practice of Islam in French society by condemning the notion that citizens should be "discreet" in their religious practice, stating that "historical precedents when we asked for discretion in matters of religion did not bring honor to the Republic."[403]
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In the same interview, Macron said of French Muslims, "I ask one thing: absolutely respect the rules while in public. Religious relationships are about transcendence, and I am not asking people to be moderate – that's not what I'm arguing. My own deep conviction is that a practising Catholic may believe that the laws of his religion go far beyond the laws of the Republic. I simply believe that when one enters the public realm, the laws of the Republic must prevail over religious law." He also condemned "religious schools that teach hatred towards the Republic, with instruction mainly in Arabic or, in other instances, which teach the Torah more than basic fundamentals."[403] This statement triggered an intense negative reaction from the Fonds Social Juif Unifié (FSJU), an organization that runs Jewish religious schools in France.[404]
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Regarding support for Macron from religious groups, Jean-Dominique Durand—an expert on the history of contemporary Christianity and a deputy mayor of Lyon—said to The Washington Post: "What we have now is silence from the bishops. Protestants, Muslims, Jews have all mobilized for Macron. Not the Catholics, not in any clear way."
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Macron supports stopping what he calls the "compartmentalisation of healthcare" by allowing private practitioners into public hospitals.[405] Macron also supports investing money in medical science to develop new technology and find better ways to treat patients.[406]
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Macron advocates for national health insurance covering optics, hearing and dentalcare.[407] According to Les Echos, extending national health insurance coverage to optics, hearing and dentalcare would cost €4.4 billion a year.[408]
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Macron supports giving more autonomy to schools and universities.[409][410] Macron wants to create a programme that forces schools to pay experienced teachers higher salaries and give them more educational freedom.[409]
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Macron wants to combat the issue of income inequality in schools by attempting to improve working-class schools and providing incentives to more well-off children as a way to persuade them into attending working-class schools.[409]
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Macron wants to make vocational education a priority. He has referred to Germany's system as one that his government would follow when putting forward measures relating to vocational education.[411]
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In July 2017, while at a ceremony at the site of the Vélodrome d'Hiver where 13,000 Jews had been rounded up for deportation to death camps in July 1942, Macron denounced his country's role in the Holocaust and the historical revisionism that denied France's responsibility for the 1942 Vel' d'Hiv Roundup and the eventual deportation of 76,000 Jews. Earlier that year, Marine Le Pen, leader of the National Front, had stated in speeches that the government during WWII "was not France".[412][413]
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"It was indeed France that organised this [roundup]", Macron said, French police collaborating with the Nazis. "Not a single German took part," he added. Previous president Jacques Chirac had already stated that the Government during the War represented the French State.[414] Macron further stated: "It is convenient to see the Vichy regime as born of nothingness, returned to nothingness. Yes, it's convenient, but it is false. We cannot build pride upon a lie."[415][416]
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Macron made a subtle reference to Chirac's 1995 apology when he added, "I say it again here. It was indeed France that organized the roundup, the deportation, and thus, for almost all, death."[417][418]
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In his speech condemning the historical collaboration of France with the Nazis, Macron also termed anti-Zionism as a new form of antisemitism. While addressing Prime Minister of Israel Benjamin Netanyahu, Macron stated that "we will never surrender to the messages of hate; we will not surrender to anti-Zionism because it is a reinvention of anti-Semitism."[419] He also drew parallels between antisemitism in the past and present. He stated, "You only need to stop for a moment," adding, "to see, behind the new façade, the racism of old, the entrenched vein of anti-Semitism."[420]
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In November 2018 he referred to nationalism as the "exact opposite" of patriotism, and a betrayal of it, characterizing nationalism as "who cares about others".[421] This prompted criticism that his definition was wrong.[422][423] Macron is accused by members of the Yellow vests of being an "ultra-liberal president for the rich".[424]
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As President of France, Macron also serves ex officio as one of the two Co-Princes of Andorra. His chief of staff Patrick Strzoda serves as his representative in this capacity. Joan Enric Vives i Sicília, appointed as the current Bishop of Urgell on 12 May 2003, serves as Macron's Co-Prince.
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Macron is married to Brigitte Trogneux,[425] 24 years his senior,[426] who was a teacher in his high school, La Providence High School in Amiens.[427][428] They met during a theatre workshop that she was giving when he was a 15-year-old student and she was a 39-year-old teacher, but they only became a couple once he was 18.[429][430] His parents initially attempted to separate the couple by sending him away to Paris to finish the final year of his schooling, as they felt his youth made this relationship inappropriate.[14][430] However, the couple reunited after Macron graduated, and were married in 2007.[430] She has three children from a previous marriage, but Macron has no children of his own.[431] Trogneux's role in Macron's 2017 presidential campaign has been considered pivotal, with close Macron allies stating that Trogneux assisted Macron with developing skills such as public speaking.[432]
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His best man was Henry Hermand (1924–2016), a businessman who loaned €550,000 to Macron for the purchase of his first apartment in Paris when he was Inspector of Finances. Hermand also let Macron use some of his offices on the Avenue des Champs Élysées in Paris for his movement En marche.[433][434]
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In the 2002 French presidential election, Macron voted for souverainist Jean-Pierre Chevènement.[435] In 2007, Macron voted for Ségolène Royal in the second round of the presidential election.[436] During the Socialist Party primary in 2011, Macron voiced his support for François Hollande.[437]
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He is also a pianist,[438] having studied piano for ten years in his youth,[15] and especially enjoys the work of Schumann and Liszt.[439][440] Macron also skis,[441] plays tennis[442] and enjoys boxing.[443] In addition to his native French, Macron also speaks fluent English.[444][445] One of his great-grandfathers was an Englishman from Bristol.[446]
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In August 2017, a photojournalist was arrested and detained by the police for six hours after he entered the private residence where Macron was vacationing in Marseille.[447] Macron subsequently filed a complaint for "harassment."[447] In September 2017, he dropped the complaint "as a gesture of appeasement."[448]
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On 27 August 2017, President Macron and his wife Brigitte adopted Nemo, a black Labrador Retriever-Griffon dog who lives with them in the Élysée Palace.[449] As a schoolboy, Macron took the decision to be baptized as a Catholic. In June 2018, prior to meeting Pope Francis, he identified himself as an Agnostic Catholic.[450][451] In the same year he accepted being made an honorary canon of St John Lateran, the cathedral of Rome.[452]
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A fan of association football, Macron is a supporter of French club Olympique de Marseille.[453] During the 2018 World Cup, he attended the semi-final between France and Belgium with the Belgian King Philippe and Queen Mathilde.[454] At the World Cup final against Croatia, Macron sat and celebrated alongside Croatian president Kolinda Grabar-Kitarović. Macron's celebrations, reactions, and interactions with the Croatian president drew widespread media attention,[455][456] slightly lifting both leaders' approval ratings.[457][458] Photos of Macron celebrating France's victory went viral on social media, with images of him standing on a table, kissing the World Cup trophy, and standing in rainfall hugging French players circulating through international press.[459][460] Macron's affectionate embraces of Grabar-Kitarović also went viral on social media[461][462] with the two leaders parodied as an enamored couple.[463][464]
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Coordinates: 20°S 47°E / 20°S 47°E / -20; 47
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– in Africa (light blue & dark grey)– in the African Union (light blue)
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Madagascar (/ˌmædəˈɡæskər, -kɑːr/; Malagasy: Madagasikara), officially the Republic of Madagascar (Malagasy: Repoblikan'i Madagasikara Malagasy pronunciation: [republiˈkʲan madaɡasˈkʲarə̥]; French: République de Madagascar), and previously known as the Malagasy Republic, is an island country in the Indian Ocean, approximately 400 kilometres (250 miles) off the coast of East Africa. At 592,800 square kilometres (228,900 sq mi) Madagascar is the world's second-largest island country.[12] The nation comprises the island of Madagascar (the fourth-largest island in the world) and numerous smaller peripheral islands. Following the prehistoric breakup of the supercontinent Gondwana, Madagascar split from the Indian subcontinent around 88 million years ago, allowing native plants and animals to evolve in relative isolation. Consequently, Madagascar is a biodiversity hotspot; over 90% of its wildlife is found nowhere else on Earth. The island's diverse ecosystems and unique wildlife are threatened by the encroachment of the rapidly growing human population and other environmental threats.
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The archaeological evidence of the earliest human foraging on Madagascar may date up to 10,000 years ago.[13] Human settlement of Madagascar occurred between 350 BC and 550 AD by Indianized Austronesian peoples, arriving on outrigger canoes from Indonesia. The social and religious situation of Indonesia during those times were that of Hinduism and Buddhism, along with native Indonesian culture. These were joined around the 9th century AD by Bantu migrants crossing the Mozambique Channel from East Africa. Other groups continued to settle on Madagascar over time, each one making lasting contributions to Malagasy cultural life. The Malagasy ethnic group is often divided into 18 or more subgroups, of which the largest are the Merina of the central highlands.
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Until the late 18th century, the island of Madagascar was ruled by a fragmented assortment of shifting sociopolitical alliances. Beginning in the early 19th century, most of the island was united and ruled as the Kingdom of Madagascar by a series of Merina nobles. The monarchy ended in 1897 when the island was absorbed into the French colonial empire, from which the island gained independence in 1960. The autonomous state of Madagascar has since undergone four major constitutional periods, termed republics. Since 1992, the nation has officially been governed as a constitutional democracy from its capital at Antananarivo. However, in a popular uprising in 2009, president Marc Ravalomanana was made to resign and presidential power was transferred in March 2009 to Andry Rajoelina. Constitutional governance was restored in January 2014, when Hery Rajaonarimampianina was named president following a 2013 election deemed fair and transparent by the international community. Madagascar is a member of the United Nations, the African Union (AU), the Southern African Development Community (SADC), and the Organisation Internationale de la Francophonie.
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Madagascar belongs to the group of least developed countries, according to the United Nations.[14] Malagasy and French are both official languages of the state. The majority of the population adheres to traditional beliefs, Christianity, or an amalgamation of both. Ecotourism and agriculture, paired with greater investments in education, health, and private enterprise, are key elements of Madagascar's development strategy. Under Ravalomanana, these investments produced substantial economic growth, but the benefits were not evenly spread throughout the population, producing tensions over the increasing cost of living and declining living standards among the poor and some segments of the middle class. As of 2017[update], the economy has been weakened by the 2009–2013 political crisis, and quality of life remains low for the majority of the Malagasy population.
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In the Malagasy language, the island of Madagascar is called Madagasikara (Malagasy pronunciation: [madaɡasʲˈkʲarə̥]) and its people are referred to as Malagasy.[15] The island's appellation "Madagascar" is not of local origin but rather was popularized in the Middle Ages by Europeans.[16] The name Madageiscar was first recorded in the memoirs of 13th-century Venetian explorer Marco Polo as a corrupted transliteration of the name Mogadishu, the Somali port with which Polo had confused the island.[17]
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On St. Laurence's Day in 1500, Portuguese explorer Diogo Dias landed on the island and named it São Lourenço. Polo's name was preferred and popularized on Renaissance maps. No single Malagasy-language name predating Madagasikara appears to have been used by the local population to refer to the island, although some communities had their own name for part or all of the land they inhabited.[17]
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At 592,800 square kilometres (228,900 sq mi),[18] Madagascar is the world's 47th largest country,[19] the 2nd largest island country[12] and the fourth-largest island.[18] The country lies mostly between latitudes 12°S and 26°S, and longitudes 43°E and 51°E.[20] Neighboring islands include the French territory of Réunion and the country of Mauritius to the east, as well as the state of Comoros and the French territory of Mayotte to the north west. The nearest mainland state is Mozambique, located to the west.
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The prehistoric breakup of the supercontinent Gondwana separated the Madagascar–Antarctica–India landmass from the Africa–South America landmass around 135 million years ago. Madagascar later split from India about 88 million years ago during the late Cretaceous period allowing plants and animals on the island to evolve in relative isolation.[21] Along the length of the eastern coast runs a narrow and steep escarpment containing much of the island's remaining tropical lowland forest.
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To the west of this ridge lies a plateau in the center of the island ranging in altitude from 750 to 1,500 m (2,460 to 4,920 ft) above sea level. These central highlands, traditionally the homeland of the Merina people and the location of their historic capital at Antananarivo, are the most densely populated part of the island and are characterized by terraced, rice-growing valleys lying between grassy hills and patches of the subhumid forests that formerly covered the highland region. To the west of the highlands, the increasingly arid terrain gradually slopes down to the Mozambique Channel and mangrove swamps along the coast.[22]
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Madagascar's highest peaks rise from three prominent highland massifs: Maromokotro 2,876 m (9,436 ft) in the Tsaratanana Massif is the island's highest point, followed by Boby Peak 2,658 m (8,720 ft) in the Andringitra Massif, and Tsiafajavona 2,643 m (8,671 ft) in the Ankaratra Massif. To the east, the Canal des Pangalanes is a chain of man-made and natural lakes connected by canals built by the French just inland from the east coast and running parallel to it for some 600 km (370 mi).[23]
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The western and southern sides, which lie in the rain shadow of the central highlands, are home to dry deciduous forests, spiny forests, and deserts and xeric shrublands. Due to their lower population densities, Madagascar's dry deciduous forests have been better preserved than the eastern rain forests or the original woodlands of the central plateau. The western coast features many protected harbors, but silting is a major problem caused by sediment from the high levels of inland erosion carried by rivers crossing the broad western plains.[23]
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The combination of southeastern trade winds and northwestern monsoons produces a hot rainy season (November–April) with frequently destructive cyclones, and a relatively cooler dry season (May–October). Rain clouds originating over the Indian Ocean discharge much of their moisture over the island's eastern coast; the heavy precipitation supports the area's rainforest ecosystem. The central highlands are both drier and cooler while the west is drier still, and a semi-arid climate prevails in the southwest and southern interior of the island.[22]
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Tropical cyclones cause damage to infrastructure and local economies as well as loss of life.[24] In 2004, Cyclone Gafilo became the strongest cyclone ever recorded to hit Madagascar. The storm killed 172 people, left 214,260 homeless[25] and caused more than US$250 million in damage.[26]
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As a result of the island's long isolation from neighboring continents, Madagascar is home to various plants and animals found nowhere else on Earth.[27][28] Approximately 90% of all plant and animal species found in Madagascar are endemic.[29] This distinctive ecology has led some ecologists to refer to Madagascar as the "eighth continent",[30] and the island has been classified by Conservation International as a biodiversity hotspot.[27]
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More than 80 percent of Madagascar's 14,883 plant species are found nowhere else in the world, including five plant families.[31] The family Didiereaceae, composed of four genera and 11 species, is limited to the spiny forests of southwestern Madagascar.[22] Four-fifths of the world's Pachypodium species are endemic to the island.[32] Three-fourths[33] of Madagascar's 860[31] orchid species are found here alone, as are six of the world's nine baobab species.[34] The island is home to around 170 palm species, three times as many as on all of mainland Africa; 165 of them are endemic.[33] Many native plant species are used as herbal remedies for a variety of afflictions. The drugs vinblastine[35][36] and vincristine[35][37] are vinca alkaloids,[38][39] used to treat Hodgkin's disease,[40] leukemia,[41] and other cancers,[42] were derived from the Madagascar periwinkle.[43][44] The traveler's palm, known locally as ravinala[45] and endemic to the eastern rain forests,[46] is highly iconic of Madagascar and is featured in the national emblem as well as the Air Madagascar logo.[47]
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Like its flora, Madagascar's fauna is diverse and exhibits a high rate of endemism. Lemurs have been characterized as "Madagascar's flagship mammal species" by Conservation International.[27] In the absence of monkeys and other competitors, these primates have adapted to a wide range of habitats and diversified into numerous species. As of 2012[update], there were officially 103 species and subspecies of lemur,[49] 39 of which were described by zoologists between 2000 and 2008.[50] They are almost all classified as rare, vulnerable, or endangered. At least 17 species of lemur have become extinct since humans arrived on Madagascar, all of which were larger than the surviving lemur species.[51]
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A number of other mammals, including the cat-like fossa, are endemic to Madagascar. Over 300 species of birds have been recorded on the island, of which over 60 percent (including four families and 42 genera) are endemic.[27] The few families and genera of reptile that have reached Madagascar have diversified into more than 260 species, with over 90 percent of these being endemic[52] (including one endemic family).[27] The island is home to two-thirds of the world's chameleon species,[52] including the smallest known,[53] and researchers have proposed that Madagascar may be the origin of all chameleons.
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Endemic fish of Madagascar include two families, 15 genera and over 100 species, primarily inhabiting the island's freshwater lakes and rivers. Although invertebrates remain poorly studied on Madagascar, researchers have found high rates of endemism among the known species. All 651 species of terrestrial snail are endemic, as are a majority of the island's butterflies, scarab beetles, lacewings, spiders and dragonflies.[27]
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Madagascar's varied fauna and flora are endangered by human activity.[54] Since the arrival of humans around 2,350 years ago, Madagascar has lost more than 90 percent of its original forest.[55] This forest loss is largely fueled by tavy ("fat"), a traditional slash-and-burn agricultural practice imported to Madagascar by the earliest settlers.[56] Malagasy farmers embrace and perpetuate the practice not only for its practical benefits as an agricultural technique, but for its cultural associations with prosperity, health and venerated ancestral custom (fomba malagasy).[57] As human population density rose on the island, deforestation accelerated beginning around 1,400 years ago.[58] By the 16th century, the central highlands had been largely cleared of their original forests.[56] More recent contributors to the loss of forest cover include the growth in cattle herd size since their introduction around 1,000 years ago, a continued reliance on charcoal as a fuel for cooking, and the increased prominence of coffee as a cash crop over the past century.[59]
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According to a conservative estimate, about 40 percent of the island's original forest cover was lost from the 1950s to 2000, with a thinning of remaining forest areas by 80 percent.[60] In addition to traditional agricultural practice, wildlife conservation is challenged by the illicit harvesting of protected forests, as well as the state-sanctioned harvesting of precious woods within national parks. Although banned by then-President Marc Ravalomanana from 2000 to 2009, the collection of small quantities of precious timber from national parks was re-authorized in January 2009 and dramatically intensified under the administration of Andry Rajoelina as a key source of state revenues to offset cuts in donor support following Ravalomanana's ousting.[61]
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Invasive species have likewise been introduced by human populations. Following the 2014 discovery in Madagascar of the Asian common toad, a relative of a toad species that has severely harmed wildlife in Australia since the 1930s, researchers warned the toad could "wreak havoc on the country's unique fauna."[62] Habitat destruction and hunting have threatened many of Madagascar's endemic species or driven them to extinction. The island's elephant birds, a family of endemic giant ratites, became extinct in the 17th century or earlier, most probably because of human hunting of adult birds and poaching of their large eggs for food.[63] Numerous giant lemur species vanished with the arrival of human settlers to the island, while others became extinct over the course of the centuries as a growing human population put greater pressures on lemur habitats and, among some populations, increased the rate of lemur hunting for food.[64] A July 2012 assessment found that the exploitation of natural resources since 2009 has had dire consequences for the island's wildlife: 90 percent of lemur species were found to be threatened with extinction, the highest proportion of any mammalian group. Of these, 23 species were classified as critically endangered. By contrast, a previous study in 2008 had found only 38 percent of lemur species were at risk of extinction.[49]
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In 2003, Ravalomanana announced the Durban Vision, an initiative to more than triple the island's protected natural areas to over 60,000 km2 (23,000 sq mi) or 10 percent of Madagascar's land surface. As of 2011[update], areas protected by the state included five Strict Nature Reserves (Réserves Naturelles Intégrales), 21 Wildlife Reserves (Réserves Spéciales) and 21 National Parks (Parcs Nationaux).[65] In 2007 six of the national parks were declared a joint World Heritage Site under the name Rainforests of the Atsinanana. These parks are Marojejy, Masoala, Ranomafana, Zahamena, Andohahela and Andringitra.[66] Local timber merchants are harvesting scarce species of rosewood trees from protected rainforests within Marojejy National Park and exporting the wood to China for the production of luxury furniture and musical instruments.[67] To raise public awareness of Madagascar's environmental challenges, the Wildlife Conservation Society opened an exhibit entitled "Madagascar!" in June 2008 at the Bronx Zoo in New York.[68]
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Archaeological finds such as cut marks on bones found in the northwest and stone tools in the northeast indicate that Madagascar was visited by foragers around 2000 BC.[69][70] Early Holocene humans might have existed on the island 10,500 years ago, based on grooves found on elephant bird bones left by humans.[71] However, a counterstudy concluded that human-made marks date to 1,200 years ago at the earliest, in which the previously mentioned bone damage may have been made by scavengers, ground movements or cuts from the excavation process.[72]
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Traditionally, archaeologists have estimated that the earliest settlers arrived in successive waves in outrigger canoes from the Sunda islands (Malay Archipelago) throughout the period between 350 BC and 550 AD, while others are cautious about dates earlier than 250 AD. In either case, these dates make Madagascar the last major landmass on Earth to be settled by humans, except for Iceland and New Zealand.[73] It is known that Ma'anyan people were brought as labourer and slaves by Malay and Javanese people in their trading fleets to Madagascar.[74][75][76]
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Upon arrival, early settlers practiced slash-and-burn agriculture to clear the coastal rainforests for cultivation. The first settlers encountered Madagascar's abundance of megafauna, including giant lemurs, elephant birds, giant fossa and the Malagasy hippopotamus, which have since become extinct because of hunting and habitat destruction.[77] By 600 AD, groups of these early settlers had begun clearing the forests of the central highlands.[78] Arab traders first reached the island between the 7th and 9th centuries.[79] A wave of Bantu-speaking migrants from southeastern Africa arrived around 1000 AD. South Indian Tamil merchants arrived around 11th century. They introduced the zebu, a type of long-horned humped cattle, which they kept in large herds.[56] Irrigated paddy fields were developed in the central highland Betsileo Kingdom and were extended with terraced paddies throughout the neighboring Kingdom of Imerina a century later.[78] The rising intensity of land cultivation and the ever-increasing demand for zebu pasturage had largely transformed the central highlands from a forest ecosystem to grassland by the 17th century.[56] The oral histories of the Merina people, who may have arrived in the central highlands between 600 and 1,000 years ago, describe encountering an established population they called the Vazimba. Probably the descendants of an earlier and less technologically advanced Austronesian settlement wave, the Vazimba were assimilated or expelled from the highlands by the Merina kings Andriamanelo, Ralambo and Andrianjaka in the 16th and early 17th centuries.[80] Today, the spirits of the Vazimba are revered as tompontany (ancestral masters of the land) by many traditional Malagasy communities.[81]
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Madagascar was an important transoceanic trading hub connecting ports of the Indian Ocean in the early centuries following human settlement.
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The written history of Madagascar began with the Arabs, who established trading posts along the northwest coast by at least the 10th century and introduced Islam, the Arabic script (used to transcribe the Malagasy language in a form of writing known as sorabe), Arab astrology, and other cultural elements.[24]
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European contact began in 1500, when the Portuguese sea captain Diogo Dias sighted the island, while participating in the 2nd Armada of the Portuguese India Armadas.[18] The French established trading posts along the east coast in the late 17th century.[24] Brazil was also first encountered by Europeans on the same voyage of the 2nd Armada, which was commanded by Pedro Álvares Cabral.
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From about 1774 to 1824, Madagascar gained prominence among pirates and European traders, particularly those involved in the trans-Atlantic slave trade. The small island of Nosy Boroha off the northeastern coast of Madagascar has been proposed by some historians as the site of the legendary pirate utopia of Libertalia.[82] Many European sailors were shipwrecked on the coasts of the island, among them Robert Drury, whose journal is one of the few written depictions of life in southern Madagascar during the 18th century.[83]
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The wealth generated by maritime trade spurred the rise of organized kingdoms on the island, some of which had grown quite powerful by the 17th century.[84] Among these were the Betsimisaraka alliance of the eastern coast and the Sakalava chiefdoms of Menabe and Boina on the west coast. The Kingdom of Imerina, located in the central highlands with its capital at the royal palace of Antananarivo, emerged at around the same time under the leadership of King Andriamanelo.[85]
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Upon its emergence in the early 17th century, the highland kingdom of Imerina was initially a minor power relative to the larger coastal kingdoms[85] and grew even weaker in the early 18th century when King Andriamasinavalona divided it among his four sons. Following almost a century of warring and famine, Imerina was reunited in 1793 by King Andrianampoinimerina (1787–1810).[86] From his initial capital Ambohimanga,[87] and later from the Rova of Antananarivo, this Merina king rapidly expanded his rule over neighboring principalities. His ambition to bring the entire island under his control was largely achieved by his son and successor, King Radama I (1810–28), who was recognized by the British government as King of Madagascar. Radama concluded a treaty in 1817 with the British governor of Mauritius to abolish the lucrative slave trade in return for British military and financial assistance. Artisan missionary envoys from the London Missionary Society began arriving in 1818 and included such key figures as James Cameron, David Jones and David Griffiths, who established schools, transcribed the Malagasy language using the Roman alphabet, translated the Bible, and introduced a variety of new technologies to the island.[88]
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Radama's successor, Queen Ranavalona I (1828–61), responded to increasing political and cultural encroachment on the part of Britain and France by issuing a royal edict prohibiting the practice of Christianity in Madagascar and pressuring most foreigners to leave the territory. William Ellis (missionary) described his visits made during her reign in his book Three Visits to Madagascar during the years 1853, 1854 and 1856. The Queen made heavy use of the traditional practice of fanompoana (forced labor as tax payment) to complete public works projects and develop a standing army of between 20,000 and 30,000 Merina soldiers, whom she deployed to pacify outlying regions of the island and further expand the Kingdom of Merina to encompass most of Madagascar. Residents of Madagascar could accuse one another of various crimes, including theft, Christianity and especially witchcraft, for which the ordeal of tangena was routinely obligatory. Between 1828 and 1861, the tangena ordeal caused about 3,000 deaths annually. In 1838, it was estimated that as many as 100,000 people in Imerina died as a result of the tangena ordeal, constituting roughly 20 percent of the population.[89] The combination of regular warfare, disease, difficult forced labor and harsh measures of justice resulted in a high mortality rate among soldiers and civilians alike during her 33-year reign, the population of Madagascar is estimated to have declined from around 5 million to 2.5 million between 1833 and 1839.[90]
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Among those who continued to reside in Imerina were Jean Laborde, an entrepreneur who developed munitions and other industries on behalf of the monarchy, and Joseph-François Lambert, a French adventurer and slave trader, with whom then-Prince Radama II signed a controversial trade agreement termed the Lambert Charter. Succeeding his mother, Radama II (1861–63) attempted to relax the queen's stringent policies, but was overthrown two years later by Prime Minister Rainivoninahitriniony (1852–1865) and an alliance of Andriana (noble) and Hova (commoner) courtiers, who sought to end the absolute power of the monarch.[24]
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Following the coup, the courtiers offered Radama's queen, Rasoherina (1863–68), the opportunity to rule, if she would accept a power sharing arrangement with the Prime Minister: a new social contract that would be sealed by a political marriage between them.[91] Queen Rasoherina accepted, first marrying Rainivoninahitriniony, then later deposing him and marrying his brother, Prime Minister Rainilaiarivony (1864–95), who would go on to marry Queen Ranavalona II (1868–83) and Queen Ranavalona III (1883–97) in succession.[92] Over the course of Rainilaiarivony's 31-year tenure as prime minister, numerous policies were adopted to modernize and consolidate the power of the central government.[93] Schools were constructed throughout the island and attendance was made mandatory. Army organization was improved and British consultants were employed to train and professionalize soldiers.[94] Polygamy was outlawed and Christianity, declared the official religion of the court in 1869, was adopted alongside traditional beliefs among a growing portion of the populace.[93] Legal codes were reformed on the basis of British common law and three European-style courts were established in the capital city.[94] In his joint role as Commander-in-Chief, Rainilaiarivony also successfully ensured the defense of Madagascar against several French colonial incursions.[94]
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Primarily on the basis that the Lambert Charter had not been respected, France invaded Madagascar in 1883 in what became known as the first Franco-Hova War.[95] At the end of the war, Madagascar ceded the northern port town of Antsiranana (Diego Suarez) to France and paid 560,000 francs to Lambert's heirs.[96] In 1890, the British accepted the full formal imposition of a French protectorate on the island, but French authority was not acknowledged by the government of Madagascar. To force capitulation, the French bombarded and occupied the harbor of Toamasina on the east coast, and Mahajanga on the west coast, in December 1894 and January 1895 respectively.[97]
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A French military flying column then marched toward Antananarivo, losing many men to malaria and other diseases. Reinforcements came from Algeria and Sub-Saharan Africa. Upon reaching the city in September 1895, the column bombarded the royal palace with heavy artillery, causing heavy casualties and leading Queen Ranavalona III to surrender.[98] France annexed Madagascar in 1896 and declared the island a colony the following year, dissolving the Merina monarchy and sending the royal family into exile on Réunion Island and to Algeria. A two-year resistance movement organized in response to the French capture of the royal palace was effectively put down at the end of 1897.[99]
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Under colonial rule, plantations were established for the production of a variety of export crops.[100] Slavery was abolished in 1896 and approximately 500,000 slaves were freed; many remained in their former masters' homes as servants[101] or as sharecroppers; in many parts of the island strong discriminatory views against slave descendants are still held today.[102] Wide paved boulevards and gathering places were constructed in the capital city of Antananarivo[103] and the Rova palace compound was turned into a museum.[104] Additional schools were built, particularly in rural and coastal areas where the schools of the Merina had not reached. Education became mandatory between the ages of 6 to 13 and focused primarily on French language and practical skills.[105]
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The Merina royal tradition of taxes paid in the form of labor was continued under the French and used to construct a railway and roads linking key coastal cities to Antananarivo.[106] Malagasy troops fought for France in World War I.[18] In the 1930s, Nazi political thinkers developed the Madagascar Plan that had identified the island as a potential site for the deportation of Europe's Jews.[107] During the Second World War, the island was the site of the Battle of Madagascar between the Vichy government and the British.[108]
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The occupation of France during the Second World War tarnished the prestige of the colonial administration in Madagascar and galvanized the growing independence movement, leading to the Malagasy Uprising of 1947.[109] This movement led the French to establish reformed institutions in 1956 under the Loi Cadre (Overseas Reform Act), and Madagascar moved peacefully towards independence.[110] The Malagasy Republic was proclaimed on 14 October 1958, as an autonomous state within the French Community. A period of provisional government ended with the adoption of a constitution in 1959 and full independence on 26 June 1960.[111]
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Since regaining independence, Madagascar has transitioned through four republics with corresponding revisions to its constitution. The First Republic (1960–72), under the leadership of French-appointed President Philibert Tsiranana, was characterized by a continuation of strong economic and political ties to France. Many high-level technical positions were filled by French expatriates, and French teachers, textbooks and curricula continued to be used in schools around the country. Popular resentment over Tsiranana's tolerance for this "neo-colonial" arrangement inspired a series of farmer and student protests that overturned his administration in 1972.[24]
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Gabriel Ramanantsoa, a major general in the army, was appointed interim president and prime minister that same year, but low public approval forced him to step down in 1975. Colonel Richard Ratsimandrava, appointed to succeed him, was assassinated six days into his tenure. General Gilles Andriamahazo ruled after Ratsimandrava for four months before being replaced by another military appointee: Vice Admiral Didier Ratsiraka, who ushered in the socialist-Marxist Second Republic that ran under his tenure from 1975 to 1993.
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This period saw a political alignment with the Eastern Bloc countries and a shift toward economic insularity. These policies, coupled with economic pressures stemming from the 1973 oil crisis, resulted in the rapid collapse of Madagascar's economy and a sharp decline in living standards,[24] and the country had become completely bankrupt by 1979. The Ratsiraka administration accepted the conditions of transparency, anti-corruption measures and free market policies imposed by the International Monetary Fund, World Bank and various bilateral donors in exchange for their bailout of the nation's broken economy.[112]
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Ratsiraka's dwindling popularity in the late 1980s reached a critical point in 1991 when presidential guards opened fire on unarmed protesters during a rally. Within two months, a transitional government had been established under the leadership of Albert Zafy (1993–96), who went on to win the 1992 presidential elections and inaugurate the Third Republic (1992–2010).[113] The new Madagascar constitution established a multi-party democracy and a separation of powers that placed significant control in the hands of the National Assembly. The new constitution also emphasized human rights, social and political freedoms, and free trade.[24] Zafy's term, however, was marred by economic decline, allegations of corruption, and his introduction of legislation to give himself greater powers. He was consequently impeached in 1996, and an interim president, Norbert Ratsirahonana, was appointed for the three months prior to the next presidential election. Ratsiraka was then voted back into power on a platform of decentralization and economic reforms for a second term which lasted from 1996 to 2001.[112]
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The contested 2001 presidential elections in which then-mayor of Antananarivo, Marc Ravalomanana, eventually emerged victorious, caused a seven-month standoff in 2002 between supporters of Ravalomanana and Ratsiraka. The negative economic impact of the political crisis was gradually overcome by Ravalomanana's progressive economic and political policies, which encouraged investments in education and ecotourism, facilitated foreign direct investment, and cultivated trading partnerships both regionally and internationally. National GDP grew at an average rate of 7 percent per year under his administration. In the later half of his second term, Ravalomanana was criticised by domestic and international observers who accused him of increasing authoritarianism and corruption.[112]
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Opposition leader and then-mayor of Antananarivo, Andry Rajoelina, led a movement in early 2009 in which Ravalomanana was pushed from power in an unconstitutional process widely condemned as a coup d'état. In March 2009, Rajoelina was declared by the Supreme Court as the President of the High Transitional Authority, an interim governing body responsible for moving the country toward presidential elections. In 2010, a new constitution was adopted by referendum, establishing a Fourth Republic, which sustained the democratic, multi-party structure established in the previous constitution.[113] Hery Rajaonarimampianina was declared the winner of the 2013 presidential election, which the international community deemed fair and transparent.[114]
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Madagascar is a semi-presidential representative democratic multi-party republic, wherein the popularly elected president is the head of state and selects a prime minister, who recommends candidates to the president to form his cabinet of ministers. According to the constitution, executive power is exercised by the government while legislative power is vested in the ministerial cabinet, the Senate and the National Assembly, although in reality these two latter bodies have very little power or legislative role. The constitution establishes independent executive, legislative and judicial branches and mandates a popularly elected president limited to three five-year terms.[18]
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The public directly elects the president and the 127 members of the National Assembly to five-year terms. All 33 members of the Senate serve six-year terms, with 22 senators elected by local officials and 11 appointed by the president. The last National Assembly election was held on 20 December 2013[18] and the last Senate election was held on 30 December 2015.[115]
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At the local level, the island's 22 provinces are administered by a governor and provincial council. Provinces are further subdivided into regions and communes. The judiciary is modeled on the French system, with a High Constitutional Court, High Court of Justice, Supreme Court, Court of Appeals, criminal tribunals, and tribunals of first instance.[116] The courts, which adhere to civil law, lack the capacity to quickly and transparently try the cases in the judicial system, often forcing defendants to pass lengthy pretrial detentions in unsanitary and overcrowded prisons.[117]
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Antananarivo is the administrative capital and largest city of Madagascar.[18] It is located in the highlands region, near the geographic center of the island. King Andrianjaka founded Antananarivo as the capital of his Imerina Kingdom around 1610 or 1625 upon the site of a captured Vazimba capital on the hilltop of Analamanga.[80] As Merina dominance expanded over neighboring Malagasy peoples in the early 19th century to establish the Kingdom of Madagascar, Antananarivo became the center of administration for virtually the entire island. In 1896 the French colonizers of Madagascar adopted the Merina capital as their center of colonial administration. The city remained the capital of Madagascar after regaining independence in 1960. In 2017, the capital's population was estimated at 1,391,433 inhabitants.[118] The next largest cities are Antsirabe (500,000), Toamasina (450,000) and Mahajanga (400,000).[18]
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Since Madagascar gained independence from France in 1960, the island's political transitions have been marked by numerous popular protests, several disputed elections, an impeachment, two military coups and one assassination. The island's recurrent political crises are often prolonged, with detrimental effects on the local economy, international relations and Malagasy living standards. The eight-month standoff between incumbent Ratsiraka and challenger Marc Ravalomanana following the 2001 presidential elections cost Madagascar millions of dollars in lost tourism and trade revenue as well as damage to infrastructure, such as bombed bridges and buildings damaged by arson.[119] A series of protests led by Andry Rajoelina against Ravalomanana in early 2009 became violent, with more than 170 people killed.[120] Modern politics in Madagascar are colored by the history of Merina subjugation of coastal communities under their rule in the 19th century. The consequent tension between the highland and coastal populations has periodically flared up into isolated events of violence.[121]
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Madagascar has historically been perceived as being on the margin of mainstream African affairs despite being a founding member of the Organisation of African Unity, which was established in 1963 and dissolved in 2002 to be replaced by the African Union. Madagascar was not permitted to attend the first African Union summit because of a dispute over the results of the 2001 presidential election, but rejoined the African Union in July 2003 after a 14-month hiatus. Madagascar was again suspended by the African Union in March 2009 following the unconstitutional transfer of executive power to Rajoelina.[122] Madagascar is a member of the International Criminal Court with a Bilateral Immunity Agreement of protection for the United States military.[18] Eleven countries have established embassies in Madagascar, including France, the United Kingdom, the United States, China and India,[123] while Madagascar has embassies in sixteen other countries.
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Human rights in Madagascar are protected under the constitution and the state is a signatory to numerous international agreements including the Universal Declaration of Human Rights and the Convention on the Rights of the Child.[124] Religious, ethnic and sexual minorities are protected under the law. Freedom of association and assembly are also guaranteed under the law, although in practice the denial of permits for public assembly has occasionally been used to impede political demonstrations.[61][124] Torture by security forces is rare and state repression is low relative to other countries with comparably few legal safeguards, although arbitrary arrests and the corruption of military and police officers remain problems. Ravalomanana's 2004 creation of BIANCO, an anti-corruption bureau, resulted in reduced corruption among Antananarivo's lower-level bureaucrats in particular, although high-level officials have not been prosecuted by the bureau.[61] Accusations of media censorship have risen due to the alleged restrictions on the coverage of government opposition.[125] Some journalists have been arrested for allegedly spreading fake news.[126]
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The rise of centralized kingdoms among the Sakalava, Merina and other ethnic groups produced the island's first standing armies by the 16th century, initially equipped with spears but later with muskets, cannons and other firearms.[127] By the early 19th century, the Merina sovereigns of the Kingdom of Madagascar had brought much of the island under their control by mobilizing an army of trained and armed soldiers numbering as high as 30,000.[128] French attacks on coastal towns in the later part of the century prompted then-Prime Minister Rainilaiarivony to solicit British assistance to provide training to the Merina monarchy's army. Despite the training and leadership provided by British military advisers, the Malagasy army was unable to withstand French weaponry and was forced to surrender following an attack on the royal palace at Antananarivo. Madagascar was declared a colony of France in 1897.[129]
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The political independence and sovereignty of the Malagasy armed forces, which comprises an army, navy and air force, was restored with independence from France in 1960.[130] Since this time the Malagasy military has never engaged in armed conflict with another state or within its own borders, but has occasionally intervened to restore order during periods of political unrest. Under the socialist Second Republic, Admiral Didier Ratsiraka instated mandatory national armed or civil service for all young citizens regardless of gender, a policy that remained in effect from 1976 to 1991.[131][132] The armed forces are under the direction of the Minister of the Interior[116] and have remained largely neutral during times of political crisis, as during the protracted standoff between incumbent Ratsiraka and challenger Marc Ravalomanana in the disputed 2001 presidential elections, when the military refused to intervene in favor of either candidate. This tradition was broken in 2009, when a segment of the army defected to the side of Andry Rajoelina, then-mayor of Antananarivo, in support of his attempt to force President Ravalomanana from power.[61]
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The Minister of the Interior is responsible for the national police force, paramilitary force (gendarmerie) and the secret police.[116] The police and gendarmerie are stationed and administered at the local level. However, in 2009 fewer than a third of all communes had access to the services of these security forces, with most lacking local-level headquarters for either corps.[133] Traditional community tribunals, called dina, are presided over by elders and other respected figures and remain a key means by which justice is served in rural areas where state presence is weak. Historically, security has been relatively high across the island.[61] Violent crime rates are low, and criminal activities are predominantly crimes of opportunity such as pickpocketing and petty theft, although child prostitution, human trafficking and the production and sale of marijuana and other illegal drugs are increasing.[116] Budget cuts since 2009 have severely impacted the national police force, producing a steep increase in criminal activity in recent years.[61]
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Madagascar is subdivided into 22 regions (faritra).[18] The regions are further subdivided into 119 districts, 1,579 communes, and 17,485 fokontany.[133]
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Agriculture has long influenced settlement on the island. Only 15% of the nation's 24,894,551 population live in the 10 largest cities.
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Madagascar became a Member State of the United Nations on 20 September 1960, shortly after gaining its independence on 26 June 1960.[137] As of January 2017, 34 police officers from Madagascar are deployed in Haiti as part of the United Nations Stabilisation Mission in Haiti.[138] Starting in 2015, under the direction of and with assistance from the UN, the World Food Programme started the Madagascar Country Programme with the two main goals of long-term development/ reconstruction efforts and addressing the food insecurity issues in the southern regions of Madagascar.[139] These goals plan to be accomplished by providing meals for specific schools in rural and urban priority areas and by developing national school feeding policies to increase consistency of nourishment throughout the country. Small and local farmers have also been assisted in increasing both the quantity and quality of their production, as well as improving their crop yield in unfavorable weather conditions.[139] In 2017, Madagascar signed the UN treaty on the Prohibition of Nuclear Weapons.[140]
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During the era of Madagascar's First Republic, France heavily influenced Madagascar's economic planning and policy and served as its key trading partner. Key products were cultivated and distributed nationally through producers' and consumers' cooperatives. Government initiatives such as a rural development program and state farms were established to boost production of commodities such as rice, coffee, cattle, silk and palm oil. Popular dissatisfaction over these policies was a key factor in launching the socialist-Marxist Second Republic, in which the formerly private bank and insurance industries were nationalized; state monopolies were established for such industries as textiles, cotton and power; and import–export trade and shipping were brought under state control. Madagascar's economy quickly deteriorated as exports fell, industrial production dropped by 75 percent, inflation spiked and government debt increased; the rural population was soon reduced to living at subsistence levels. Over 50 percent of the nation's export revenue was spent on debt servicing.[23]
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The IMF forced Madagascar's government to accept structural adjustment policies and liberalization of the economy when the state became bankrupt in 1982 and state-controlled industries were gradually privatized over the course of the 1980s. The political crisis of 1991 led to the suspension of IMF and World Bank assistance. Conditions for the resumption of aid were not met under Zafy, who tried unsuccessfully to attract other forms of revenue for the State before aid was once again resumed under the interim government established upon Zafy's impeachment. The IMF agreed to write off half Madagascar's debt in 2004 under the Ravalomanana administration. Having met a set of stringent economic, governance and human rights criteria, Madagascar became the first country to benefit from the Millennium Challenge Account in 2005.[18]
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Madagascar's GDP in 2015 was estimated at US$9.98 billion, with a per capita GDP of $411.82.[141][142] Approximately 69 percent of the population lives below the national poverty line threshold of one dollar per day.[143] During 2011–15, the average growth rate was 2.6% but was expected to have reached 4.1% in 2016, due to public works programs and a growth of the service sector.[144] The agriculture sector constituted 29 percent of Malagasy GDP in 2011, while manufacturing formed 15 percent of GDP. Madagascar's other sources of growth are tourism, agriculture and the extractive industries.[145] Tourism focuses on the niche eco-tourism market, capitalizing on Madagascar's unique biodiversity, unspoiled natural habitats, national parks and lemur species.[146] An estimated 365,000 tourists visited Madagascar in 2008, but the sector declined during the political crisis with 180,000 tourists visiting in 2010.[145] However, the sector has been growing steadily for a few years; In 2016, 293,000 tourists landed in the African island with an increase of 20% compared to 2015; For 2017 the country has the goal of reaching 366,000 visitors, while for 2018 government estimates are expected to reach 500,000 annual tourists.[147]
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The island is still a very poor country in 2018; structural brakes remain in the development of the economy: corruption and the shackles of the public administration, lack of legal certainty, and backwardness of land legislation. The economy, however, has been growing since 2011, with GDP growth exceeding 4% per year;[148][149] almost all economic indicators are growing, the GDP per capita was around $1600 (PPP) for 2017,[150] one of the lowest in the world, although growing since 2012; unemployment was also cut, which in 2016 was equal to 2.1%[151] with a work force of 13.4 million as of 2017.[152] The main economic resources of Madagascar are tourism, textiles, agriculture, and mining.
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Madagascar's natural resources include a variety of agricultural and mineral products. Agriculture (including the growing of raffia), mining, fishing and forestry are mainstays of the economy. In 2017 the top exports of Madagascar were vanilla (US$894M), nickel metal (US$414M), cloves (US$288M), knitted sweaters (US$184M) and cobalt (US$143M).[154]
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Madagascar is the world's principal supplier of vanilla, cloves[155] and ylang-ylang.[25] Madagascar supplies 80% of the world's natural vanilla.[156] Other key agricultural resources include coffee, lychees and shrimp. Key mineral resources include various types of precious and semi-precious stones, and Madagascar currently provides half of the world's supply of sapphires, which were discovered near Ilakaka in the late 1990s.[157]
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Madagascar has one of the world's largest reserves of ilmenite (titanium ore), as well as important reserves of chromite, coal, iron, cobalt, copper and nickel.[23] Several major projects are underway in the mining, oil and gas sectors that are anticipated to give a significant boost to the Malagasy economy. These include such projects as ilmenite and zircon mining from heavy mineral sands near Tôlanaro by Rio Tinto,[158] extraction of nickel near Moramanga and its processing near Toamasina by Sherritt International,[159] and the development of the giant onshore heavy oil deposits at Tsimiroro and Bemolanga by Madagascar Oil.[160]
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Exports formed 28 percent of GDP in 2009.[18] Most of the country's export revenue is derived from the textiles industry, fish and shellfish, vanilla, cloves and other foodstuffs.[145] France is Madagascar's main trading partner, although the United States, Japan and Germany also have strong economic ties to the country.[23] The Madagascar-U.S. Business Council was formed in May 2003, as a collaboration between USAID and Malagasy artisan producers to support the export of local handicrafts to foreign markets.[161] Imports of such items as foodstuffs, fuel, capital goods, vehicles, consumer goods and electronics consume an estimated 52 percent of GDP. The main sources of Madagascar's imports include China,[162] France, Iran, Mauritius and Hong Kong.[18]
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In 2010, Madagascar had approximately 7,617 km (4,730 mi) of paved roads, 854 km (530 mi) of railways and 432 km (270 mi) of navigable waterways.[11] The majority of roads in Madagascar are unpaved, with many becoming impassable in the rainy season. Largely paved national routes connect the six largest regional towns to Antananarivo, with minor paved and unpaved routes providing access to other population centers in each district.[24]
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There are several rail lines. Antananarivo is connected to Toamasina, Ambatondrazaka and Antsirabe by rail, and another rail line connects Fianarantsoa to Manakara. The most important seaport in Madagascar is located on the east coast at Toamasina. Ports at Mahajanga and Antsiranana are significantly less used because of their remoteness.[24] The island's newest port at Ehoala, constructed in 2008 and privately managed by Rio Tinto, will come under state control upon completion of the company's mining project near Tôlanaro around 2038.[158] Air Madagascar services the island's many small regional airports, which offer the only practical means of access to many of the more remote regions during rainy season road washouts.[24]
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Running water and electricity are supplied at the national level by a government service provider, Jirama, which is unable to service the entire population. As of 2009[update], only 6.8 percent of Madagascar's fokontany had access to water provided by Jirama, while 9.5 percent had access to its electricity services.[133] Fifty-six percent of Madagascar's power is provided by hydroelectric power plants, with the remaining 44% provided by diesel engine generators.[163] Mobile telephone and internet access are widespread in urban areas but remain limited in rural parts of the island. Approximately 30% of the districts are able to access the nations' several private telecommunications networks via mobile telephones or land lines.[133]
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Radio broadcasts remain the principal means by which the Malagasy population access international, national, and local news. Only state radio broadcasts are transmitted across the entire island. Hundreds of public and private stations with local or regional range provide alternatives to state broadcasting.[117] In addition to the state television channel, a variety of privately owned television stations broadcast local and international programming throughout Madagascar. Several media outlets are owned by political partisans or politicians themselves, including the media groups MBS (owned by Ravalomanana) and Viva (owned by Rajoelina),[61] contributing to political polarization in reporting.
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The media have historically come under varying degrees of pressure to censor their criticism of the government. Reporters are occasionally threatened or harassed, and media outlets are periodically forced to close.[117] Accusations of media censorship have increased since 2009 because of the alleged intensification of restrictions on political criticism.[124] Access to the internet has grown dramatically over the past decade, with an estimated 352,000 residents of Madagascar accessing the internet from home or in one of the nation's many internet cafés in December 2011.[117]
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Medical centers, dispensaries and hospitals are found throughout the island, although they are concentrated in urban areas and particularly in Antananarivo. Access to medical care remains beyond the reach of many Malagasy, especially in the rural areas, and many recourse to traditional healers.[164] In addition to the high expense of medical care relative to the average Malagasy income, the prevalence of trained medical professionals remains extremely low. In 2010, Madagascar had an average of three hospital beds per 10,000 people and a total of 3,150 doctors, 5,661 nurses, 385 community health workers, 175 pharmacists, and 57 dentists for a population of 22 million. Fifteen percent of government spending in 2008 was directed toward the health sector. Approximately 70 percent of spending on health was contributed by the government, while 30 percent originated with international donors and other private sources.[165] The government provides at least one basic health center per commune. Private health centers are concentrated within urban areas and particularly those of the central highlands.[133]
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Despite these barriers to access, health services have shown a trend toward improvement over the past twenty years. Child immunizations against such diseases as hepatitis B, diphtheria, and measles increased an average of 60 percent in this period, indicating low but increasing availability of basic medical services and treatments. The Malagasy fertility rate in 2009 was 4.6 children per woman, declining from 6.3 in 1990. Teen pregnancy rates of 14.8 percent in 2011, much higher than the African average, are a contributing factor to rapid population growth.[165] In 2010, the maternal mortality rate was 440 per 100,000 births, compared to 373.1 in 2008 and 484.4 in 1990, indicating a decline in perinatal care following the 2009 coup. The infant mortality rate in 2011 was 41 per 1,000 births,[18] with an under-five mortality rate at 61 per 1,000 births.[166] Schistosomiasis, malaria, and sexually transmitted diseases are common in Madagascar, although infection rates of AIDS remain low relative to many countries in mainland Africa, at 0.2 percent of the adult population. The malaria mortality rate is also among the lowest in Africa at 8.5 deaths per 100,000 people, in part because of the highest frequency use of insecticide treated nets in Africa.[165] Adult life expectancy in 2009 was 63 years for men and 67 years for women.[165]
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Madagascar had outbreaks of the bubonic plague and pneumonic plague in 2017 (2575 cases, 221 deaths) and 2014 (263 confirmed cases, 71 deaths).[167] In 2019, Madagascar had a measles outbreak, resulting in 118,000 cases and 1,688 deaths. In 2020, Madagascar was also affected by the COVID-19 pandemic.
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Prior to the 19th century, all education in Madagascar was informal and typically served to teach practical skills as well as social and cultural values, including respect for ancestors and elders.[24] The first formal European-style school was established in 1818 at Toamasina by members of the London Missionary Society (LMS). The LMS was invited by King Radama I to expand its schools throughout Imerina to teach basic literacy and numeracy to aristocratic children. The schools were closed by Ranavalona I in 1835[168] but reopened and expanded in the decades after her death.
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By the end of the 19th century, Madagascar had the most developed and modern school system in pre-colonial Sub-Saharan Africa. Access to schooling was expanded in coastal areas during the colonial period, with French language and basic work skills becoming the focus of the curriculum. During the post-colonial First Republic, a continued reliance on French nationals as teachers, and French as the language of instruction, displeased those desiring a complete separation from the former colonial power.[24] Consequently, under the socialist Second Republic, French instructors and other nationals were expelled, Malagasy was declared the language of instruction, and a large cadre of young Malagasy were rapidly trained to teach at remote rural schools under the mandatory two-year national service policy.[169]
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This policy, known as malgachization, coincided with a severe economic downturn and a dramatic decline in the quality of education. Those schooled during this period generally failed to master the French language or many other subjects and struggled to find employment, forcing many to take low-paying jobs in the informal or black market that mired them in deepening poverty. Excepting the brief presidency of Albert Zafy, from 1992 to 1996, Ratsiraka remained in power from 1975 to 2001 and failed to achieve significant improvements in education throughout his tenure.[170]
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Education was prioritized under the Ravalomanana administration (2002–09), and is currently free and compulsory from ages 6 to 13.[171] The primary schooling cycle is five years, followed by four years at the lower secondary level and three years at the upper secondary level.[24] During Ravalomanana's first term, thousands of new primary schools and additional classrooms were constructed, older buildings were renovated, and tens of thousands of new primary teachers were recruited and trained. Primary school fees were eliminated, and kits containing basic school supplies were distributed to primary students.[171]
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Government school construction initiatives have ensured at least one primary school per fokontany and one lower secondary school within each commune. At least one upper secondary school is located in each of the larger urban centers.[133] The three branches of the national public university are located at Antananarivo, Mahajanga, and Fianarantsoa. These are complemented by public teacher-training colleges and several private universities and technical colleges.[24]
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As a result of increased educational access, enrollment rates more than doubled between 1996 and 2006. However, education quality is weak, producing high rates of grade repetition and dropout.[171] Education policy in Ravalomanana's second term focused on quality issues, including an increase in minimum education standards for the recruitment of primary teachers from a middle school leaving certificate (BEPC) to a high school leaving certificate (BAC), and a reformed teacher training program to support the transition from traditional didactic instruction to student-centered teaching methods to boost student learning and participation in the classroom.[172] Public expenditure on education was 2.8 percent of GDP in 2014. The literacy rate is estimated at 64.7%.[19]
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In 2018, the population of Madagascar was estimated at 26 million, up from 2.2 million in 1900.[6][7][24] The annual population growth rate in Madagascar was approximately 2.9 percent in 2009.[18]
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Approximately 42.5 percent of the population is younger than 15 years of age, while 54.5 percent are between the ages of 15 and 64. Those aged 65 and older form 3 percent of the total population.[145] Only two general censuses, in 1975 and 1993, have been carried out after independence. The most densely populated regions of the island are the eastern highlands and the eastern coast, contrasting most dramatically with the sparsely populated western plains.[24]
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The Malagasy ethnic group forms over 90 percent of Madagascar's population and is typically divided into 18 ethnic subgroups.[18] Recent DNA research revealed that the genetic makeup of the average Malagasy person constitutes an approximately equal blend of Southeast Asian and East African genes,[173][174] although the genetics of some communities show a predominance of Southeast Asian or East African origins or some Arab, Indian, or European ancestry.[175]
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Southeast Asian features – specifically from the southern part of Borneo – are most predominant among the Merina of the central highlands,[121] who form the largest Malagasy ethnic subgroup at approximately 26 percent of the population, while certain communities among the coastal peoples (collectively called côtiers) have relatively stronger East African features. The largest coastal ethnic subgroups are the Betsimisaraka (14.9 percent) and the Tsimihety and Sakalava (6 percent each).[24]
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Chinese, Indian and Comoran minorities are present in Madagascar, as well as a small European (primarily French) populace. Emigration in the late 20th century has reduced these minority populations, occasionally in abrupt waves, such as the exodus of Comorans in 1976, following anti-Comoran riots in Mahajanga.[24] By comparison, there has been no significant emigration of Malagasy peoples.[23] The number of Europeans has declined since independence, reduced from 68,430 in 1958[110] to 17,000 three decades later. There were an estimated 25,000 Comorans, 18,000 Indians, and 9,000 Chinese living in Madagascar in the mid-1980s.[24]
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The Malagasy language is of Malayo-Polynesian origin and is generally spoken throughout the island. The numerous dialects of Malagasy, which are generally mutually intelligible,[176] can be clustered under one of two subgroups: eastern Malagasy, spoken along the eastern forests and highlands including the Merina dialect of Antananarivo, and western Malagasy, spoken across the western coastal plains. The Malagasy language originated from Southeast Barito language, and Ma'anyan language is its closest relative, with numerous Malay and Javanese loanwords.[177][178] French became the official language during the colonial period, when Madagascar came under the authority of France. In the first national Constitution of 1958, Malagasy and French were named the official languages of the Malagasy Republic. Madagascar is a francophone country, and French is mostly spoken as a second language among the educated population and used for international communication.[24]
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No official languages were mentioned in the Constitution of 1992, although Malagasy was identified as the national language. Nonetheless, many sources still claimed that Malagasy and French were official languages, eventually leading a citizen to initiate a legal case against the state in April 2000, on the grounds that the publication of official documents only in the French language was unconstitutional. The High Constitutional Court observed in its decision that, in the absence of a language law, French still had the character of an official language.[179]
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In the Constitution of 2007, Malagasy remained the national language while official languages were reintroduced: Malagasy, French, and English.[180] English was removed as an official language from the constitution approved by voters in the November 2010 referendum.[1] The outcome of the referendum, and its consequences for official and national language policy, are not recognized by the political opposition, who cite lack of transparency and inclusiveness in the way the election was organized by the High Transitional Authority.[113]
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Religion in Madagascar (2010) according to the Pew Research Center[181]
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According to the U.S. Department of State in 2011, 41% of Madagascans practiced Christianity, and 52% adhered to traditional religions,[18] which tends to emphasize links between the living and the razana (ancestors); these numbers were drawn from the 1993 census. According to the Pew Research Center in 2010, 85% of the population now practiced Christianity, while just 4.5% of Madagascans practiced folk religions; among Christians, practitioners of Protestantism outnumbered adherents of Roman Catholicism.[181]
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The veneration of ancestors has led to the widespread tradition of tomb building, as well as the highlands practice of the famadihana, whereby a deceased family member's remains are exhumed and re-wrapped in fresh silk shrouds, before being replaced in the tomb. The famadihana is an occasion to celebrate the beloved ancestor's memory, reunite with family and community, and enjoy a festive atmosphere. Residents of surrounding villages are often invited to attend the party, where food and rum are typically served, and a hiragasy troupe or other musical entertainment is commonly present.[182] Consideration for ancestors is also demonstrated through adherence to fady, taboos that are respected during and after the lifetime of the person who establishes them. It is widely believed that by showing respect for ancestors in these ways, they may intervene on behalf of the living. Conversely, misfortunes are often attributed to ancestors whose memory or wishes have been neglected. The sacrifice of zebu is a traditional method used to appease or honor the ancestors. In addition, the Malagasy traditionally believe in a creator god, called Zanahary or Andriamanitra.[183]
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Today, many Christians integrate their religious beliefs with traditional ones related to honoring the ancestors. For instance, they may bless their dead at church before proceeding with traditional burial rites or invite a Christian minister to consecrate a famadihana reburial.[182] The Malagasy Council of Churches comprises the four oldest and most prominent Christian denominations of Madagascar (Roman Catholic, Church of Jesus Christ in Madagascar, Lutheran, and Anglican) and has been an influential force in Malagasy politics.[184]
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Islam is also practiced on the island. Islam was first brought to Madagascar in the Middle Ages by Arab and Somali Muslim traders, who established several Islamic schools along the eastern coast. While the use of Arabic script and loan words and the adoption of Islamic astrology would spread across the island, the Islamic religion took hold in only a handful of southeastern coastal communities. Today, Muslims constitute 3–7 percent of the population of Madagascar and are largely concentrated in the northwestern provinces of Mahajanga and Antsiranana. The vast majority of Muslims are Sunni. Muslims are divided between those of Malagasy ethnicity, Indians, Pakistanis and Comorans.
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More recently, Hinduism was introduced to Madagascar through Gujarati people immigrating from the Saurashtra region of India in the late 19th century. Most Hindus in Madagascar speak Gujarati or Hindi at home.[185]
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Each of the many ethnic subgroups in Madagascar adhere to their own set of beliefs, practices and ways of life that have historically contributed to their unique identities. However, there are a number of core cultural features that are common throughout the island, creating a strongly unified Malagasy cultural identity. In addition to a common language and shared traditional religious beliefs around a creator god and veneration of the ancestors, the traditional Malagasy worldview is shaped by values that emphasize fihavanana (solidarity), vintana (destiny), tody (karma), and hasina, a sacred life force that traditional communities believe imbues and thereby legitimates authority figures within the community or family. Other cultural elements commonly found throughout the island include the practice of male circumcision; strong kinship ties; a widespread belief in the power of magic, diviners, astrology and witch doctors; and a traditional division of social classes into nobles, commoners, and slaves.[24][183]
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Although social castes are no longer legally recognized, ancestral caste affiliation often continues to affect social status, economic opportunity, and roles within the community.[186] Malagasy people traditionally consult Mpanandro ("Makers of the Days") to identify the most auspicious days for important events such as weddings or famadihana, according to a traditional astrological system introduced by Arabs. Similarly, the nobles of many Malagasy communities in the pre-colonial period would commonly employ advisers known as the ombiasy (from olona-be-hasina, "man of much virtue") of the southeastern Antemoro ethnic group, who trace their ancestry back to early Arab settlers.[187]
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The diverse origins of Malagasy culture are evident in its tangible expressions. The most emblematic instrument of Madagascar, the valiha, is a bamboo tube zither carried to Madagascar by early settlers from southern Borneo, and is very similar in form to those found in Indonesia and the Philippines today.[188] Traditional houses in Madagascar are likewise similar to those of southern Borneo in terms of symbolism and construction, featuring a rectangular layout with a peaked roof and central support pillar.[189] Reflecting a widespread veneration of the ancestors, tombs are culturally significant in many regions and tend to be built of more durable material, typically stone, and display more elaborate decoration than the houses of the living.[190] The production and weaving of silk can be traced back to the island's earliest settlers, and Madagascar's national dress, the woven lamba, has evolved into a varied and refined art.[191]
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The Southeast Asian cultural influence is also evident in Malagasy cuisine, in which rice is consumed at every meal, typically accompanied by one of a variety of flavorful vegetable or meat dishes.[192] African influence is reflected in the sacred importance of zebu cattle and their embodiment of their owner's wealth, traditions originating on the African mainland. Cattle rustling, originally a rite of passage for young men in the plains areas of Madagascar where the largest herds of cattle are kept, has become a dangerous and sometimes deadly criminal enterprise as herdsmen in the southwest attempt to defend their cattle with traditional spears against increasingly armed professional rustlers.[78]
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A wide variety of oral and written literature has developed in Madagascar. One of the island's foremost artistic traditions is its oratory, as expressed in the forms of hainteny (poetry), kabary (public discourse) and ohabolana (proverbs).[193][194] An epic poem exemplifying these traditions, the Ibonia, has been handed down over the centuries in several different forms across the island, and offers insight into the diverse mythologies and beliefs of traditional Malagasy communities.[195] This tradition was continued in the 20th century by such artists as Jean-Joseph Rabearivelo, who is considered Africa's first modern poet,[196] and Elie Rajaonarison, an exemplar of the new wave of Malagasy poetry.[197] Madagascar has also developed a rich musical heritage, embodied in dozens of regional musical genres such as the coastal salegy or highland hiragasy that enliven village gatherings, local dance floors and national airwaves.[198] Madagascar also has a growing culture of classical music fostered through youth academies, organizations and orchestras that promote youth involvement in classical music.
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The plastic arts are also widespread throughout the island. In addition to the tradition of silk weaving and lamba production, the weaving of raffia and other local plant materials has been used to create a wide array of practical items such as floor mats, baskets, purses and hats.[161] Wood carving is a highly developed art form, with distinct regional styles evident in the decoration of balcony railings and other architectural elements. Sculptors create a variety of furniture and household goods, aloalo funerary posts, and wooden sculptures, many of which are produced for the tourist market.[199] The decorative and functional woodworking traditions of the Zafimaniry people of the central highlands was inscribed on UNESCO's list of Intangible Cultural Heritage in 2008.[200]
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Among the Antaimoro people, the production of paper embedded with flowers and other decorative natural materials is a long-established tradition that the community has begun to market to eco-tourists.[199] Embroidery and drawn thread work are done by hand to produce clothing, as well as tablecloths and other home textiles for sale in local crafts markets.[161] A small but growing number of fine art galleries in Antananarivo, and several other urban areas, offer paintings by local artists, and annual art events, such as the Hosotra open-air exhibition in the capital, contribute to the continuing development of fine arts in Madagascar.[201]
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A number of traditional pastimes have emerged in Madagascar. Moraingy, a type of hand-to-hand combat, is a popular spectator sport in coastal regions. It is traditionally practiced by men, but women have recently begun to participate.[202] The wrestling of zebu cattle, which is named savika or tolon-omby, is also practiced in many regions.[203] In addition to sports, a wide variety of games are played. Among the most emblematic is fanorona, a board game widespread throughout the Highland regions. According to folk legend, the succession of King Andrianjaka after his father Ralambo was partially the result of the obsession that Andrianjaka's older brother may have had with playing fanorona to the detriment of his other responsibilities.[204]
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Western recreational activities were introduced to Madagascar over the past two centuries. Rugby union is considered the national sport of Madagascar.[205] Soccer is also popular. Madagascar has produced a world champion in pétanque, a French game similar to lawn bowling, which is widely played in urban areas and throughout the Highlands.[206] School athletics programs typically include soccer, track and field, judo, boxing, women's basketball and women's tennis. Madagascar sent its first competitors to the Olympic Games in 1964, and has also competed in the African Games.[23] Scouting is represented in Madagascar by its own local federation of three scouting clubs. Membership in 2011 was estimated at 14,905.[207]
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Because of its advanced sports facilities, Antananarivo gained the hosting rights for several of Africa's top international basketball events, including the 2011 FIBA Africa Championship,[208] the 2009 FIBA Africa Championship for Women,[209] the 2014 FIBA Africa Under-18 Championship,[210] the 2013 FIBA Africa Under-16 Championship,[211] and the 2015 FIBA Africa Under-16 Championship for Women.[212] Madagascar's national 3x3 basketball team won the gold medal at the 2019 African Games.
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Malagasy cuisine reflects the diverse influences of Southeast Asian, African, Indian, Chinese and European culinary traditions. The complexity of Malagasy meals can range from the simple, traditional preparations introduced by the earliest settlers, to the refined festival dishes prepared for the island's 19th-century monarchs. Throughout almost the entire island, the contemporary cuisine of Madagascar typically consists of a base of rice (vary) served with an accompaniment (laoka). The many varieties of laoka may be vegetarian or include animal proteins, and typically feature a sauce flavored with such ingredients as ginger, onion, garlic, tomato, vanilla, coconut milk, salt, curry powder, green peppercorns or, less commonly, other spices or herbs. In parts of the arid south and west, pastoral families may replace rice with maize, cassava, or curds made from fermented zebu milk. A wide variety of sweet and savory fritters as well as other street foods are available across the island, as are diverse tropical and temperate-climate fruits. Locally produced beverages include fruit juices, coffee, herbal teas and teas, and alcoholic drinks such as rum, wine, and beer.[192] Three Horses Beer is the most popular beer on the island[213] and is considered emblematic of Madagascar.[214] The island also produces some of the world's finest chocolate; Chocolaterie Robert, established in 1940, is the most famous chocolate company on the island.[215]
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Portuguese Macau
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1 |
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Coordinates: 20°S 47°E / 20°S 47°E / -20; 47
|
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– in Africa (light blue & dark grey)– in the African Union (light blue)
|
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+
Madagascar (/ˌmædəˈɡæskər, -kɑːr/; Malagasy: Madagasikara), officially the Republic of Madagascar (Malagasy: Repoblikan'i Madagasikara Malagasy pronunciation: [republiˈkʲan madaɡasˈkʲarə̥]; French: République de Madagascar), and previously known as the Malagasy Republic, is an island country in the Indian Ocean, approximately 400 kilometres (250 miles) off the coast of East Africa. At 592,800 square kilometres (228,900 sq mi) Madagascar is the world's second-largest island country.[12] The nation comprises the island of Madagascar (the fourth-largest island in the world) and numerous smaller peripheral islands. Following the prehistoric breakup of the supercontinent Gondwana, Madagascar split from the Indian subcontinent around 88 million years ago, allowing native plants and animals to evolve in relative isolation. Consequently, Madagascar is a biodiversity hotspot; over 90% of its wildlife is found nowhere else on Earth. The island's diverse ecosystems and unique wildlife are threatened by the encroachment of the rapidly growing human population and other environmental threats.
|
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|
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+
The archaeological evidence of the earliest human foraging on Madagascar may date up to 10,000 years ago.[13] Human settlement of Madagascar occurred between 350 BC and 550 AD by Indianized Austronesian peoples, arriving on outrigger canoes from Indonesia. The social and religious situation of Indonesia during those times were that of Hinduism and Buddhism, along with native Indonesian culture. These were joined around the 9th century AD by Bantu migrants crossing the Mozambique Channel from East Africa. Other groups continued to settle on Madagascar over time, each one making lasting contributions to Malagasy cultural life. The Malagasy ethnic group is often divided into 18 or more subgroups, of which the largest are the Merina of the central highlands.
|
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|
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Until the late 18th century, the island of Madagascar was ruled by a fragmented assortment of shifting sociopolitical alliances. Beginning in the early 19th century, most of the island was united and ruled as the Kingdom of Madagascar by a series of Merina nobles. The monarchy ended in 1897 when the island was absorbed into the French colonial empire, from which the island gained independence in 1960. The autonomous state of Madagascar has since undergone four major constitutional periods, termed republics. Since 1992, the nation has officially been governed as a constitutional democracy from its capital at Antananarivo. However, in a popular uprising in 2009, president Marc Ravalomanana was made to resign and presidential power was transferred in March 2009 to Andry Rajoelina. Constitutional governance was restored in January 2014, when Hery Rajaonarimampianina was named president following a 2013 election deemed fair and transparent by the international community. Madagascar is a member of the United Nations, the African Union (AU), the Southern African Development Community (SADC), and the Organisation Internationale de la Francophonie.
|
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|
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+
Madagascar belongs to the group of least developed countries, according to the United Nations.[14] Malagasy and French are both official languages of the state. The majority of the population adheres to traditional beliefs, Christianity, or an amalgamation of both. Ecotourism and agriculture, paired with greater investments in education, health, and private enterprise, are key elements of Madagascar's development strategy. Under Ravalomanana, these investments produced substantial economic growth, but the benefits were not evenly spread throughout the population, producing tensions over the increasing cost of living and declining living standards among the poor and some segments of the middle class. As of 2017[update], the economy has been weakened by the 2009–2013 political crisis, and quality of life remains low for the majority of the Malagasy population.
|
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|
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+
In the Malagasy language, the island of Madagascar is called Madagasikara (Malagasy pronunciation: [madaɡasʲˈkʲarə̥]) and its people are referred to as Malagasy.[15] The island's appellation "Madagascar" is not of local origin but rather was popularized in the Middle Ages by Europeans.[16] The name Madageiscar was first recorded in the memoirs of 13th-century Venetian explorer Marco Polo as a corrupted transliteration of the name Mogadishu, the Somali port with which Polo had confused the island.[17]
|
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+
|
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+
On St. Laurence's Day in 1500, Portuguese explorer Diogo Dias landed on the island and named it São Lourenço. Polo's name was preferred and popularized on Renaissance maps. No single Malagasy-language name predating Madagasikara appears to have been used by the local population to refer to the island, although some communities had their own name for part or all of the land they inhabited.[17]
|
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+
|
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+
At 592,800 square kilometres (228,900 sq mi),[18] Madagascar is the world's 47th largest country,[19] the 2nd largest island country[12] and the fourth-largest island.[18] The country lies mostly between latitudes 12°S and 26°S, and longitudes 43°E and 51°E.[20] Neighboring islands include the French territory of Réunion and the country of Mauritius to the east, as well as the state of Comoros and the French territory of Mayotte to the north west. The nearest mainland state is Mozambique, located to the west.
|
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+
|
19 |
+
The prehistoric breakup of the supercontinent Gondwana separated the Madagascar–Antarctica–India landmass from the Africa–South America landmass around 135 million years ago. Madagascar later split from India about 88 million years ago during the late Cretaceous period allowing plants and animals on the island to evolve in relative isolation.[21] Along the length of the eastern coast runs a narrow and steep escarpment containing much of the island's remaining tropical lowland forest.
|
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+
|
21 |
+
To the west of this ridge lies a plateau in the center of the island ranging in altitude from 750 to 1,500 m (2,460 to 4,920 ft) above sea level. These central highlands, traditionally the homeland of the Merina people and the location of their historic capital at Antananarivo, are the most densely populated part of the island and are characterized by terraced, rice-growing valleys lying between grassy hills and patches of the subhumid forests that formerly covered the highland region. To the west of the highlands, the increasingly arid terrain gradually slopes down to the Mozambique Channel and mangrove swamps along the coast.[22]
|
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|
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Madagascar's highest peaks rise from three prominent highland massifs: Maromokotro 2,876 m (9,436 ft) in the Tsaratanana Massif is the island's highest point, followed by Boby Peak 2,658 m (8,720 ft) in the Andringitra Massif, and Tsiafajavona 2,643 m (8,671 ft) in the Ankaratra Massif. To the east, the Canal des Pangalanes is a chain of man-made and natural lakes connected by canals built by the French just inland from the east coast and running parallel to it for some 600 km (370 mi).[23]
|
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|
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The western and southern sides, which lie in the rain shadow of the central highlands, are home to dry deciduous forests, spiny forests, and deserts and xeric shrublands. Due to their lower population densities, Madagascar's dry deciduous forests have been better preserved than the eastern rain forests or the original woodlands of the central plateau. The western coast features many protected harbors, but silting is a major problem caused by sediment from the high levels of inland erosion carried by rivers crossing the broad western plains.[23]
|
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|
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+
The combination of southeastern trade winds and northwestern monsoons produces a hot rainy season (November–April) with frequently destructive cyclones, and a relatively cooler dry season (May–October). Rain clouds originating over the Indian Ocean discharge much of their moisture over the island's eastern coast; the heavy precipitation supports the area's rainforest ecosystem. The central highlands are both drier and cooler while the west is drier still, and a semi-arid climate prevails in the southwest and southern interior of the island.[22]
|
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Tropical cyclones cause damage to infrastructure and local economies as well as loss of life.[24] In 2004, Cyclone Gafilo became the strongest cyclone ever recorded to hit Madagascar. The storm killed 172 people, left 214,260 homeless[25] and caused more than US$250 million in damage.[26]
|
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As a result of the island's long isolation from neighboring continents, Madagascar is home to various plants and animals found nowhere else on Earth.[27][28] Approximately 90% of all plant and animal species found in Madagascar are endemic.[29] This distinctive ecology has led some ecologists to refer to Madagascar as the "eighth continent",[30] and the island has been classified by Conservation International as a biodiversity hotspot.[27]
|
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+
More than 80 percent of Madagascar's 14,883 plant species are found nowhere else in the world, including five plant families.[31] The family Didiereaceae, composed of four genera and 11 species, is limited to the spiny forests of southwestern Madagascar.[22] Four-fifths of the world's Pachypodium species are endemic to the island.[32] Three-fourths[33] of Madagascar's 860[31] orchid species are found here alone, as are six of the world's nine baobab species.[34] The island is home to around 170 palm species, three times as many as on all of mainland Africa; 165 of them are endemic.[33] Many native plant species are used as herbal remedies for a variety of afflictions. The drugs vinblastine[35][36] and vincristine[35][37] are vinca alkaloids,[38][39] used to treat Hodgkin's disease,[40] leukemia,[41] and other cancers,[42] were derived from the Madagascar periwinkle.[43][44] The traveler's palm, known locally as ravinala[45] and endemic to the eastern rain forests,[46] is highly iconic of Madagascar and is featured in the national emblem as well as the Air Madagascar logo.[47]
|
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+
|
35 |
+
Like its flora, Madagascar's fauna is diverse and exhibits a high rate of endemism. Lemurs have been characterized as "Madagascar's flagship mammal species" by Conservation International.[27] In the absence of monkeys and other competitors, these primates have adapted to a wide range of habitats and diversified into numerous species. As of 2012[update], there were officially 103 species and subspecies of lemur,[49] 39 of which were described by zoologists between 2000 and 2008.[50] They are almost all classified as rare, vulnerable, or endangered. At least 17 species of lemur have become extinct since humans arrived on Madagascar, all of which were larger than the surviving lemur species.[51]
|
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|
37 |
+
A number of other mammals, including the cat-like fossa, are endemic to Madagascar. Over 300 species of birds have been recorded on the island, of which over 60 percent (including four families and 42 genera) are endemic.[27] The few families and genera of reptile that have reached Madagascar have diversified into more than 260 species, with over 90 percent of these being endemic[52] (including one endemic family).[27] The island is home to two-thirds of the world's chameleon species,[52] including the smallest known,[53] and researchers have proposed that Madagascar may be the origin of all chameleons.
|
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|
39 |
+
Endemic fish of Madagascar include two families, 15 genera and over 100 species, primarily inhabiting the island's freshwater lakes and rivers. Although invertebrates remain poorly studied on Madagascar, researchers have found high rates of endemism among the known species. All 651 species of terrestrial snail are endemic, as are a majority of the island's butterflies, scarab beetles, lacewings, spiders and dragonflies.[27]
|
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|
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+
Madagascar's varied fauna and flora are endangered by human activity.[54] Since the arrival of humans around 2,350 years ago, Madagascar has lost more than 90 percent of its original forest.[55] This forest loss is largely fueled by tavy ("fat"), a traditional slash-and-burn agricultural practice imported to Madagascar by the earliest settlers.[56] Malagasy farmers embrace and perpetuate the practice not only for its practical benefits as an agricultural technique, but for its cultural associations with prosperity, health and venerated ancestral custom (fomba malagasy).[57] As human population density rose on the island, deforestation accelerated beginning around 1,400 years ago.[58] By the 16th century, the central highlands had been largely cleared of their original forests.[56] More recent contributors to the loss of forest cover include the growth in cattle herd size since their introduction around 1,000 years ago, a continued reliance on charcoal as a fuel for cooking, and the increased prominence of coffee as a cash crop over the past century.[59]
|
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|
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According to a conservative estimate, about 40 percent of the island's original forest cover was lost from the 1950s to 2000, with a thinning of remaining forest areas by 80 percent.[60] In addition to traditional agricultural practice, wildlife conservation is challenged by the illicit harvesting of protected forests, as well as the state-sanctioned harvesting of precious woods within national parks. Although banned by then-President Marc Ravalomanana from 2000 to 2009, the collection of small quantities of precious timber from national parks was re-authorized in January 2009 and dramatically intensified under the administration of Andry Rajoelina as a key source of state revenues to offset cuts in donor support following Ravalomanana's ousting.[61]
|
44 |
+
|
45 |
+
Invasive species have likewise been introduced by human populations. Following the 2014 discovery in Madagascar of the Asian common toad, a relative of a toad species that has severely harmed wildlife in Australia since the 1930s, researchers warned the toad could "wreak havoc on the country's unique fauna."[62] Habitat destruction and hunting have threatened many of Madagascar's endemic species or driven them to extinction. The island's elephant birds, a family of endemic giant ratites, became extinct in the 17th century or earlier, most probably because of human hunting of adult birds and poaching of their large eggs for food.[63] Numerous giant lemur species vanished with the arrival of human settlers to the island, while others became extinct over the course of the centuries as a growing human population put greater pressures on lemur habitats and, among some populations, increased the rate of lemur hunting for food.[64] A July 2012 assessment found that the exploitation of natural resources since 2009 has had dire consequences for the island's wildlife: 90 percent of lemur species were found to be threatened with extinction, the highest proportion of any mammalian group. Of these, 23 species were classified as critically endangered. By contrast, a previous study in 2008 had found only 38 percent of lemur species were at risk of extinction.[49]
|
46 |
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In 2003, Ravalomanana announced the Durban Vision, an initiative to more than triple the island's protected natural areas to over 60,000 km2 (23,000 sq mi) or 10 percent of Madagascar's land surface. As of 2011[update], areas protected by the state included five Strict Nature Reserves (Réserves Naturelles Intégrales), 21 Wildlife Reserves (Réserves Spéciales) and 21 National Parks (Parcs Nationaux).[65] In 2007 six of the national parks were declared a joint World Heritage Site under the name Rainforests of the Atsinanana. These parks are Marojejy, Masoala, Ranomafana, Zahamena, Andohahela and Andringitra.[66] Local timber merchants are harvesting scarce species of rosewood trees from protected rainforests within Marojejy National Park and exporting the wood to China for the production of luxury furniture and musical instruments.[67] To raise public awareness of Madagascar's environmental challenges, the Wildlife Conservation Society opened an exhibit entitled "Madagascar!" in June 2008 at the Bronx Zoo in New York.[68]
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Archaeological finds such as cut marks on bones found in the northwest and stone tools in the northeast indicate that Madagascar was visited by foragers around 2000 BC.[69][70] Early Holocene humans might have existed on the island 10,500 years ago, based on grooves found on elephant bird bones left by humans.[71] However, a counterstudy concluded that human-made marks date to 1,200 years ago at the earliest, in which the previously mentioned bone damage may have been made by scavengers, ground movements or cuts from the excavation process.[72]
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Traditionally, archaeologists have estimated that the earliest settlers arrived in successive waves in outrigger canoes from the Sunda islands (Malay Archipelago) throughout the period between 350 BC and 550 AD, while others are cautious about dates earlier than 250 AD. In either case, these dates make Madagascar the last major landmass on Earth to be settled by humans, except for Iceland and New Zealand.[73] It is known that Ma'anyan people were brought as labourer and slaves by Malay and Javanese people in their trading fleets to Madagascar.[74][75][76]
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Upon arrival, early settlers practiced slash-and-burn agriculture to clear the coastal rainforests for cultivation. The first settlers encountered Madagascar's abundance of megafauna, including giant lemurs, elephant birds, giant fossa and the Malagasy hippopotamus, which have since become extinct because of hunting and habitat destruction.[77] By 600 AD, groups of these early settlers had begun clearing the forests of the central highlands.[78] Arab traders first reached the island between the 7th and 9th centuries.[79] A wave of Bantu-speaking migrants from southeastern Africa arrived around 1000 AD. South Indian Tamil merchants arrived around 11th century. They introduced the zebu, a type of long-horned humped cattle, which they kept in large herds.[56] Irrigated paddy fields were developed in the central highland Betsileo Kingdom and were extended with terraced paddies throughout the neighboring Kingdom of Imerina a century later.[78] The rising intensity of land cultivation and the ever-increasing demand for zebu pasturage had largely transformed the central highlands from a forest ecosystem to grassland by the 17th century.[56] The oral histories of the Merina people, who may have arrived in the central highlands between 600 and 1,000 years ago, describe encountering an established population they called the Vazimba. Probably the descendants of an earlier and less technologically advanced Austronesian settlement wave, the Vazimba were assimilated or expelled from the highlands by the Merina kings Andriamanelo, Ralambo and Andrianjaka in the 16th and early 17th centuries.[80] Today, the spirits of the Vazimba are revered as tompontany (ancestral masters of the land) by many traditional Malagasy communities.[81]
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Madagascar was an important transoceanic trading hub connecting ports of the Indian Ocean in the early centuries following human settlement.
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The written history of Madagascar began with the Arabs, who established trading posts along the northwest coast by at least the 10th century and introduced Islam, the Arabic script (used to transcribe the Malagasy language in a form of writing known as sorabe), Arab astrology, and other cultural elements.[24]
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European contact began in 1500, when the Portuguese sea captain Diogo Dias sighted the island, while participating in the 2nd Armada of the Portuguese India Armadas.[18] The French established trading posts along the east coast in the late 17th century.[24] Brazil was also first encountered by Europeans on the same voyage of the 2nd Armada, which was commanded by Pedro Álvares Cabral.
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From about 1774 to 1824, Madagascar gained prominence among pirates and European traders, particularly those involved in the trans-Atlantic slave trade. The small island of Nosy Boroha off the northeastern coast of Madagascar has been proposed by some historians as the site of the legendary pirate utopia of Libertalia.[82] Many European sailors were shipwrecked on the coasts of the island, among them Robert Drury, whose journal is one of the few written depictions of life in southern Madagascar during the 18th century.[83]
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The wealth generated by maritime trade spurred the rise of organized kingdoms on the island, some of which had grown quite powerful by the 17th century.[84] Among these were the Betsimisaraka alliance of the eastern coast and the Sakalava chiefdoms of Menabe and Boina on the west coast. The Kingdom of Imerina, located in the central highlands with its capital at the royal palace of Antananarivo, emerged at around the same time under the leadership of King Andriamanelo.[85]
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Upon its emergence in the early 17th century, the highland kingdom of Imerina was initially a minor power relative to the larger coastal kingdoms[85] and grew even weaker in the early 18th century when King Andriamasinavalona divided it among his four sons. Following almost a century of warring and famine, Imerina was reunited in 1793 by King Andrianampoinimerina (1787–1810).[86] From his initial capital Ambohimanga,[87] and later from the Rova of Antananarivo, this Merina king rapidly expanded his rule over neighboring principalities. His ambition to bring the entire island under his control was largely achieved by his son and successor, King Radama I (1810–28), who was recognized by the British government as King of Madagascar. Radama concluded a treaty in 1817 with the British governor of Mauritius to abolish the lucrative slave trade in return for British military and financial assistance. Artisan missionary envoys from the London Missionary Society began arriving in 1818 and included such key figures as James Cameron, David Jones and David Griffiths, who established schools, transcribed the Malagasy language using the Roman alphabet, translated the Bible, and introduced a variety of new technologies to the island.[88]
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Radama's successor, Queen Ranavalona I (1828–61), responded to increasing political and cultural encroachment on the part of Britain and France by issuing a royal edict prohibiting the practice of Christianity in Madagascar and pressuring most foreigners to leave the territory. William Ellis (missionary) described his visits made during her reign in his book Three Visits to Madagascar during the years 1853, 1854 and 1856. The Queen made heavy use of the traditional practice of fanompoana (forced labor as tax payment) to complete public works projects and develop a standing army of between 20,000 and 30,000 Merina soldiers, whom she deployed to pacify outlying regions of the island and further expand the Kingdom of Merina to encompass most of Madagascar. Residents of Madagascar could accuse one another of various crimes, including theft, Christianity and especially witchcraft, for which the ordeal of tangena was routinely obligatory. Between 1828 and 1861, the tangena ordeal caused about 3,000 deaths annually. In 1838, it was estimated that as many as 100,000 people in Imerina died as a result of the tangena ordeal, constituting roughly 20 percent of the population.[89] The combination of regular warfare, disease, difficult forced labor and harsh measures of justice resulted in a high mortality rate among soldiers and civilians alike during her 33-year reign, the population of Madagascar is estimated to have declined from around 5 million to 2.5 million between 1833 and 1839.[90]
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Among those who continued to reside in Imerina were Jean Laborde, an entrepreneur who developed munitions and other industries on behalf of the monarchy, and Joseph-François Lambert, a French adventurer and slave trader, with whom then-Prince Radama II signed a controversial trade agreement termed the Lambert Charter. Succeeding his mother, Radama II (1861–63) attempted to relax the queen's stringent policies, but was overthrown two years later by Prime Minister Rainivoninahitriniony (1852–1865) and an alliance of Andriana (noble) and Hova (commoner) courtiers, who sought to end the absolute power of the monarch.[24]
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Following the coup, the courtiers offered Radama's queen, Rasoherina (1863–68), the opportunity to rule, if she would accept a power sharing arrangement with the Prime Minister: a new social contract that would be sealed by a political marriage between them.[91] Queen Rasoherina accepted, first marrying Rainivoninahitriniony, then later deposing him and marrying his brother, Prime Minister Rainilaiarivony (1864–95), who would go on to marry Queen Ranavalona II (1868–83) and Queen Ranavalona III (1883–97) in succession.[92] Over the course of Rainilaiarivony's 31-year tenure as prime minister, numerous policies were adopted to modernize and consolidate the power of the central government.[93] Schools were constructed throughout the island and attendance was made mandatory. Army organization was improved and British consultants were employed to train and professionalize soldiers.[94] Polygamy was outlawed and Christianity, declared the official religion of the court in 1869, was adopted alongside traditional beliefs among a growing portion of the populace.[93] Legal codes were reformed on the basis of British common law and three European-style courts were established in the capital city.[94] In his joint role as Commander-in-Chief, Rainilaiarivony also successfully ensured the defense of Madagascar against several French colonial incursions.[94]
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Primarily on the basis that the Lambert Charter had not been respected, France invaded Madagascar in 1883 in what became known as the first Franco-Hova War.[95] At the end of the war, Madagascar ceded the northern port town of Antsiranana (Diego Suarez) to France and paid 560,000 francs to Lambert's heirs.[96] In 1890, the British accepted the full formal imposition of a French protectorate on the island, but French authority was not acknowledged by the government of Madagascar. To force capitulation, the French bombarded and occupied the harbor of Toamasina on the east coast, and Mahajanga on the west coast, in December 1894 and January 1895 respectively.[97]
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A French military flying column then marched toward Antananarivo, losing many men to malaria and other diseases. Reinforcements came from Algeria and Sub-Saharan Africa. Upon reaching the city in September 1895, the column bombarded the royal palace with heavy artillery, causing heavy casualties and leading Queen Ranavalona III to surrender.[98] France annexed Madagascar in 1896 and declared the island a colony the following year, dissolving the Merina monarchy and sending the royal family into exile on Réunion Island and to Algeria. A two-year resistance movement organized in response to the French capture of the royal palace was effectively put down at the end of 1897.[99]
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Under colonial rule, plantations were established for the production of a variety of export crops.[100] Slavery was abolished in 1896 and approximately 500,000 slaves were freed; many remained in their former masters' homes as servants[101] or as sharecroppers; in many parts of the island strong discriminatory views against slave descendants are still held today.[102] Wide paved boulevards and gathering places were constructed in the capital city of Antananarivo[103] and the Rova palace compound was turned into a museum.[104] Additional schools were built, particularly in rural and coastal areas where the schools of the Merina had not reached. Education became mandatory between the ages of 6 to 13 and focused primarily on French language and practical skills.[105]
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The Merina royal tradition of taxes paid in the form of labor was continued under the French and used to construct a railway and roads linking key coastal cities to Antananarivo.[106] Malagasy troops fought for France in World War I.[18] In the 1930s, Nazi political thinkers developed the Madagascar Plan that had identified the island as a potential site for the deportation of Europe's Jews.[107] During the Second World War, the island was the site of the Battle of Madagascar between the Vichy government and the British.[108]
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The occupation of France during the Second World War tarnished the prestige of the colonial administration in Madagascar and galvanized the growing independence movement, leading to the Malagasy Uprising of 1947.[109] This movement led the French to establish reformed institutions in 1956 under the Loi Cadre (Overseas Reform Act), and Madagascar moved peacefully towards independence.[110] The Malagasy Republic was proclaimed on 14 October 1958, as an autonomous state within the French Community. A period of provisional government ended with the adoption of a constitution in 1959 and full independence on 26 June 1960.[111]
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Since regaining independence, Madagascar has transitioned through four republics with corresponding revisions to its constitution. The First Republic (1960–72), under the leadership of French-appointed President Philibert Tsiranana, was characterized by a continuation of strong economic and political ties to France. Many high-level technical positions were filled by French expatriates, and French teachers, textbooks and curricula continued to be used in schools around the country. Popular resentment over Tsiranana's tolerance for this "neo-colonial" arrangement inspired a series of farmer and student protests that overturned his administration in 1972.[24]
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Gabriel Ramanantsoa, a major general in the army, was appointed interim president and prime minister that same year, but low public approval forced him to step down in 1975. Colonel Richard Ratsimandrava, appointed to succeed him, was assassinated six days into his tenure. General Gilles Andriamahazo ruled after Ratsimandrava for four months before being replaced by another military appointee: Vice Admiral Didier Ratsiraka, who ushered in the socialist-Marxist Second Republic that ran under his tenure from 1975 to 1993.
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This period saw a political alignment with the Eastern Bloc countries and a shift toward economic insularity. These policies, coupled with economic pressures stemming from the 1973 oil crisis, resulted in the rapid collapse of Madagascar's economy and a sharp decline in living standards,[24] and the country had become completely bankrupt by 1979. The Ratsiraka administration accepted the conditions of transparency, anti-corruption measures and free market policies imposed by the International Monetary Fund, World Bank and various bilateral donors in exchange for their bailout of the nation's broken economy.[112]
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Ratsiraka's dwindling popularity in the late 1980s reached a critical point in 1991 when presidential guards opened fire on unarmed protesters during a rally. Within two months, a transitional government had been established under the leadership of Albert Zafy (1993–96), who went on to win the 1992 presidential elections and inaugurate the Third Republic (1992–2010).[113] The new Madagascar constitution established a multi-party democracy and a separation of powers that placed significant control in the hands of the National Assembly. The new constitution also emphasized human rights, social and political freedoms, and free trade.[24] Zafy's term, however, was marred by economic decline, allegations of corruption, and his introduction of legislation to give himself greater powers. He was consequently impeached in 1996, and an interim president, Norbert Ratsirahonana, was appointed for the three months prior to the next presidential election. Ratsiraka was then voted back into power on a platform of decentralization and economic reforms for a second term which lasted from 1996 to 2001.[112]
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The contested 2001 presidential elections in which then-mayor of Antananarivo, Marc Ravalomanana, eventually emerged victorious, caused a seven-month standoff in 2002 between supporters of Ravalomanana and Ratsiraka. The negative economic impact of the political crisis was gradually overcome by Ravalomanana's progressive economic and political policies, which encouraged investments in education and ecotourism, facilitated foreign direct investment, and cultivated trading partnerships both regionally and internationally. National GDP grew at an average rate of 7 percent per year under his administration. In the later half of his second term, Ravalomanana was criticised by domestic and international observers who accused him of increasing authoritarianism and corruption.[112]
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Opposition leader and then-mayor of Antananarivo, Andry Rajoelina, led a movement in early 2009 in which Ravalomanana was pushed from power in an unconstitutional process widely condemned as a coup d'état. In March 2009, Rajoelina was declared by the Supreme Court as the President of the High Transitional Authority, an interim governing body responsible for moving the country toward presidential elections. In 2010, a new constitution was adopted by referendum, establishing a Fourth Republic, which sustained the democratic, multi-party structure established in the previous constitution.[113] Hery Rajaonarimampianina was declared the winner of the 2013 presidential election, which the international community deemed fair and transparent.[114]
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Madagascar is a semi-presidential representative democratic multi-party republic, wherein the popularly elected president is the head of state and selects a prime minister, who recommends candidates to the president to form his cabinet of ministers. According to the constitution, executive power is exercised by the government while legislative power is vested in the ministerial cabinet, the Senate and the National Assembly, although in reality these two latter bodies have very little power or legislative role. The constitution establishes independent executive, legislative and judicial branches and mandates a popularly elected president limited to three five-year terms.[18]
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The public directly elects the president and the 127 members of the National Assembly to five-year terms. All 33 members of the Senate serve six-year terms, with 22 senators elected by local officials and 11 appointed by the president. The last National Assembly election was held on 20 December 2013[18] and the last Senate election was held on 30 December 2015.[115]
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At the local level, the island's 22 provinces are administered by a governor and provincial council. Provinces are further subdivided into regions and communes. The judiciary is modeled on the French system, with a High Constitutional Court, High Court of Justice, Supreme Court, Court of Appeals, criminal tribunals, and tribunals of first instance.[116] The courts, which adhere to civil law, lack the capacity to quickly and transparently try the cases in the judicial system, often forcing defendants to pass lengthy pretrial detentions in unsanitary and overcrowded prisons.[117]
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Antananarivo is the administrative capital and largest city of Madagascar.[18] It is located in the highlands region, near the geographic center of the island. King Andrianjaka founded Antananarivo as the capital of his Imerina Kingdom around 1610 or 1625 upon the site of a captured Vazimba capital on the hilltop of Analamanga.[80] As Merina dominance expanded over neighboring Malagasy peoples in the early 19th century to establish the Kingdom of Madagascar, Antananarivo became the center of administration for virtually the entire island. In 1896 the French colonizers of Madagascar adopted the Merina capital as their center of colonial administration. The city remained the capital of Madagascar after regaining independence in 1960. In 2017, the capital's population was estimated at 1,391,433 inhabitants.[118] The next largest cities are Antsirabe (500,000), Toamasina (450,000) and Mahajanga (400,000).[18]
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Since Madagascar gained independence from France in 1960, the island's political transitions have been marked by numerous popular protests, several disputed elections, an impeachment, two military coups and one assassination. The island's recurrent political crises are often prolonged, with detrimental effects on the local economy, international relations and Malagasy living standards. The eight-month standoff between incumbent Ratsiraka and challenger Marc Ravalomanana following the 2001 presidential elections cost Madagascar millions of dollars in lost tourism and trade revenue as well as damage to infrastructure, such as bombed bridges and buildings damaged by arson.[119] A series of protests led by Andry Rajoelina against Ravalomanana in early 2009 became violent, with more than 170 people killed.[120] Modern politics in Madagascar are colored by the history of Merina subjugation of coastal communities under their rule in the 19th century. The consequent tension between the highland and coastal populations has periodically flared up into isolated events of violence.[121]
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Madagascar has historically been perceived as being on the margin of mainstream African affairs despite being a founding member of the Organisation of African Unity, which was established in 1963 and dissolved in 2002 to be replaced by the African Union. Madagascar was not permitted to attend the first African Union summit because of a dispute over the results of the 2001 presidential election, but rejoined the African Union in July 2003 after a 14-month hiatus. Madagascar was again suspended by the African Union in March 2009 following the unconstitutional transfer of executive power to Rajoelina.[122] Madagascar is a member of the International Criminal Court with a Bilateral Immunity Agreement of protection for the United States military.[18] Eleven countries have established embassies in Madagascar, including France, the United Kingdom, the United States, China and India,[123] while Madagascar has embassies in sixteen other countries.
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Human rights in Madagascar are protected under the constitution and the state is a signatory to numerous international agreements including the Universal Declaration of Human Rights and the Convention on the Rights of the Child.[124] Religious, ethnic and sexual minorities are protected under the law. Freedom of association and assembly are also guaranteed under the law, although in practice the denial of permits for public assembly has occasionally been used to impede political demonstrations.[61][124] Torture by security forces is rare and state repression is low relative to other countries with comparably few legal safeguards, although arbitrary arrests and the corruption of military and police officers remain problems. Ravalomanana's 2004 creation of BIANCO, an anti-corruption bureau, resulted in reduced corruption among Antananarivo's lower-level bureaucrats in particular, although high-level officials have not been prosecuted by the bureau.[61] Accusations of media censorship have risen due to the alleged restrictions on the coverage of government opposition.[125] Some journalists have been arrested for allegedly spreading fake news.[126]
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The rise of centralized kingdoms among the Sakalava, Merina and other ethnic groups produced the island's first standing armies by the 16th century, initially equipped with spears but later with muskets, cannons and other firearms.[127] By the early 19th century, the Merina sovereigns of the Kingdom of Madagascar had brought much of the island under their control by mobilizing an army of trained and armed soldiers numbering as high as 30,000.[128] French attacks on coastal towns in the later part of the century prompted then-Prime Minister Rainilaiarivony to solicit British assistance to provide training to the Merina monarchy's army. Despite the training and leadership provided by British military advisers, the Malagasy army was unable to withstand French weaponry and was forced to surrender following an attack on the royal palace at Antananarivo. Madagascar was declared a colony of France in 1897.[129]
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The political independence and sovereignty of the Malagasy armed forces, which comprises an army, navy and air force, was restored with independence from France in 1960.[130] Since this time the Malagasy military has never engaged in armed conflict with another state or within its own borders, but has occasionally intervened to restore order during periods of political unrest. Under the socialist Second Republic, Admiral Didier Ratsiraka instated mandatory national armed or civil service for all young citizens regardless of gender, a policy that remained in effect from 1976 to 1991.[131][132] The armed forces are under the direction of the Minister of the Interior[116] and have remained largely neutral during times of political crisis, as during the protracted standoff between incumbent Ratsiraka and challenger Marc Ravalomanana in the disputed 2001 presidential elections, when the military refused to intervene in favor of either candidate. This tradition was broken in 2009, when a segment of the army defected to the side of Andry Rajoelina, then-mayor of Antananarivo, in support of his attempt to force President Ravalomanana from power.[61]
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The Minister of the Interior is responsible for the national police force, paramilitary force (gendarmerie) and the secret police.[116] The police and gendarmerie are stationed and administered at the local level. However, in 2009 fewer than a third of all communes had access to the services of these security forces, with most lacking local-level headquarters for either corps.[133] Traditional community tribunals, called dina, are presided over by elders and other respected figures and remain a key means by which justice is served in rural areas where state presence is weak. Historically, security has been relatively high across the island.[61] Violent crime rates are low, and criminal activities are predominantly crimes of opportunity such as pickpocketing and petty theft, although child prostitution, human trafficking and the production and sale of marijuana and other illegal drugs are increasing.[116] Budget cuts since 2009 have severely impacted the national police force, producing a steep increase in criminal activity in recent years.[61]
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Madagascar is subdivided into 22 regions (faritra).[18] The regions are further subdivided into 119 districts, 1,579 communes, and 17,485 fokontany.[133]
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Agriculture has long influenced settlement on the island. Only 15% of the nation's 24,894,551 population live in the 10 largest cities.
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Madagascar became a Member State of the United Nations on 20 September 1960, shortly after gaining its independence on 26 June 1960.[137] As of January 2017, 34 police officers from Madagascar are deployed in Haiti as part of the United Nations Stabilisation Mission in Haiti.[138] Starting in 2015, under the direction of and with assistance from the UN, the World Food Programme started the Madagascar Country Programme with the two main goals of long-term development/ reconstruction efforts and addressing the food insecurity issues in the southern regions of Madagascar.[139] These goals plan to be accomplished by providing meals for specific schools in rural and urban priority areas and by developing national school feeding policies to increase consistency of nourishment throughout the country. Small and local farmers have also been assisted in increasing both the quantity and quality of their production, as well as improving their crop yield in unfavorable weather conditions.[139] In 2017, Madagascar signed the UN treaty on the Prohibition of Nuclear Weapons.[140]
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During the era of Madagascar's First Republic, France heavily influenced Madagascar's economic planning and policy and served as its key trading partner. Key products were cultivated and distributed nationally through producers' and consumers' cooperatives. Government initiatives such as a rural development program and state farms were established to boost production of commodities such as rice, coffee, cattle, silk and palm oil. Popular dissatisfaction over these policies was a key factor in launching the socialist-Marxist Second Republic, in which the formerly private bank and insurance industries were nationalized; state monopolies were established for such industries as textiles, cotton and power; and import–export trade and shipping were brought under state control. Madagascar's economy quickly deteriorated as exports fell, industrial production dropped by 75 percent, inflation spiked and government debt increased; the rural population was soon reduced to living at subsistence levels. Over 50 percent of the nation's export revenue was spent on debt servicing.[23]
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The IMF forced Madagascar's government to accept structural adjustment policies and liberalization of the economy when the state became bankrupt in 1982 and state-controlled industries were gradually privatized over the course of the 1980s. The political crisis of 1991 led to the suspension of IMF and World Bank assistance. Conditions for the resumption of aid were not met under Zafy, who tried unsuccessfully to attract other forms of revenue for the State before aid was once again resumed under the interim government established upon Zafy's impeachment. The IMF agreed to write off half Madagascar's debt in 2004 under the Ravalomanana administration. Having met a set of stringent economic, governance and human rights criteria, Madagascar became the first country to benefit from the Millennium Challenge Account in 2005.[18]
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Madagascar's GDP in 2015 was estimated at US$9.98 billion, with a per capita GDP of $411.82.[141][142] Approximately 69 percent of the population lives below the national poverty line threshold of one dollar per day.[143] During 2011–15, the average growth rate was 2.6% but was expected to have reached 4.1% in 2016, due to public works programs and a growth of the service sector.[144] The agriculture sector constituted 29 percent of Malagasy GDP in 2011, while manufacturing formed 15 percent of GDP. Madagascar's other sources of growth are tourism, agriculture and the extractive industries.[145] Tourism focuses on the niche eco-tourism market, capitalizing on Madagascar's unique biodiversity, unspoiled natural habitats, national parks and lemur species.[146] An estimated 365,000 tourists visited Madagascar in 2008, but the sector declined during the political crisis with 180,000 tourists visiting in 2010.[145] However, the sector has been growing steadily for a few years; In 2016, 293,000 tourists landed in the African island with an increase of 20% compared to 2015; For 2017 the country has the goal of reaching 366,000 visitors, while for 2018 government estimates are expected to reach 500,000 annual tourists.[147]
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The island is still a very poor country in 2018; structural brakes remain in the development of the economy: corruption and the shackles of the public administration, lack of legal certainty, and backwardness of land legislation. The economy, however, has been growing since 2011, with GDP growth exceeding 4% per year;[148][149] almost all economic indicators are growing, the GDP per capita was around $1600 (PPP) for 2017,[150] one of the lowest in the world, although growing since 2012; unemployment was also cut, which in 2016 was equal to 2.1%[151] with a work force of 13.4 million as of 2017.[152] The main economic resources of Madagascar are tourism, textiles, agriculture, and mining.
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Madagascar's natural resources include a variety of agricultural and mineral products. Agriculture (including the growing of raffia), mining, fishing and forestry are mainstays of the economy. In 2017 the top exports of Madagascar were vanilla (US$894M), nickel metal (US$414M), cloves (US$288M), knitted sweaters (US$184M) and cobalt (US$143M).[154]
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Madagascar is the world's principal supplier of vanilla, cloves[155] and ylang-ylang.[25] Madagascar supplies 80% of the world's natural vanilla.[156] Other key agricultural resources include coffee, lychees and shrimp. Key mineral resources include various types of precious and semi-precious stones, and Madagascar currently provides half of the world's supply of sapphires, which were discovered near Ilakaka in the late 1990s.[157]
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Madagascar has one of the world's largest reserves of ilmenite (titanium ore), as well as important reserves of chromite, coal, iron, cobalt, copper and nickel.[23] Several major projects are underway in the mining, oil and gas sectors that are anticipated to give a significant boost to the Malagasy economy. These include such projects as ilmenite and zircon mining from heavy mineral sands near Tôlanaro by Rio Tinto,[158] extraction of nickel near Moramanga and its processing near Toamasina by Sherritt International,[159] and the development of the giant onshore heavy oil deposits at Tsimiroro and Bemolanga by Madagascar Oil.[160]
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Exports formed 28 percent of GDP in 2009.[18] Most of the country's export revenue is derived from the textiles industry, fish and shellfish, vanilla, cloves and other foodstuffs.[145] France is Madagascar's main trading partner, although the United States, Japan and Germany also have strong economic ties to the country.[23] The Madagascar-U.S. Business Council was formed in May 2003, as a collaboration between USAID and Malagasy artisan producers to support the export of local handicrafts to foreign markets.[161] Imports of such items as foodstuffs, fuel, capital goods, vehicles, consumer goods and electronics consume an estimated 52 percent of GDP. The main sources of Madagascar's imports include China,[162] France, Iran, Mauritius and Hong Kong.[18]
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In 2010, Madagascar had approximately 7,617 km (4,730 mi) of paved roads, 854 km (530 mi) of railways and 432 km (270 mi) of navigable waterways.[11] The majority of roads in Madagascar are unpaved, with many becoming impassable in the rainy season. Largely paved national routes connect the six largest regional towns to Antananarivo, with minor paved and unpaved routes providing access to other population centers in each district.[24]
|
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There are several rail lines. Antananarivo is connected to Toamasina, Ambatondrazaka and Antsirabe by rail, and another rail line connects Fianarantsoa to Manakara. The most important seaport in Madagascar is located on the east coast at Toamasina. Ports at Mahajanga and Antsiranana are significantly less used because of their remoteness.[24] The island's newest port at Ehoala, constructed in 2008 and privately managed by Rio Tinto, will come under state control upon completion of the company's mining project near Tôlanaro around 2038.[158] Air Madagascar services the island's many small regional airports, which offer the only practical means of access to many of the more remote regions during rainy season road washouts.[24]
|
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|
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Running water and electricity are supplied at the national level by a government service provider, Jirama, which is unable to service the entire population. As of 2009[update], only 6.8 percent of Madagascar's fokontany had access to water provided by Jirama, while 9.5 percent had access to its electricity services.[133] Fifty-six percent of Madagascar's power is provided by hydroelectric power plants, with the remaining 44% provided by diesel engine generators.[163] Mobile telephone and internet access are widespread in urban areas but remain limited in rural parts of the island. Approximately 30% of the districts are able to access the nations' several private telecommunications networks via mobile telephones or land lines.[133]
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Radio broadcasts remain the principal means by which the Malagasy population access international, national, and local news. Only state radio broadcasts are transmitted across the entire island. Hundreds of public and private stations with local or regional range provide alternatives to state broadcasting.[117] In addition to the state television channel, a variety of privately owned television stations broadcast local and international programming throughout Madagascar. Several media outlets are owned by political partisans or politicians themselves, including the media groups MBS (owned by Ravalomanana) and Viva (owned by Rajoelina),[61] contributing to political polarization in reporting.
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The media have historically come under varying degrees of pressure to censor their criticism of the government. Reporters are occasionally threatened or harassed, and media outlets are periodically forced to close.[117] Accusations of media censorship have increased since 2009 because of the alleged intensification of restrictions on political criticism.[124] Access to the internet has grown dramatically over the past decade, with an estimated 352,000 residents of Madagascar accessing the internet from home or in one of the nation's many internet cafés in December 2011.[117]
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Medical centers, dispensaries and hospitals are found throughout the island, although they are concentrated in urban areas and particularly in Antananarivo. Access to medical care remains beyond the reach of many Malagasy, especially in the rural areas, and many recourse to traditional healers.[164] In addition to the high expense of medical care relative to the average Malagasy income, the prevalence of trained medical professionals remains extremely low. In 2010, Madagascar had an average of three hospital beds per 10,000 people and a total of 3,150 doctors, 5,661 nurses, 385 community health workers, 175 pharmacists, and 57 dentists for a population of 22 million. Fifteen percent of government spending in 2008 was directed toward the health sector. Approximately 70 percent of spending on health was contributed by the government, while 30 percent originated with international donors and other private sources.[165] The government provides at least one basic health center per commune. Private health centers are concentrated within urban areas and particularly those of the central highlands.[133]
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Despite these barriers to access, health services have shown a trend toward improvement over the past twenty years. Child immunizations against such diseases as hepatitis B, diphtheria, and measles increased an average of 60 percent in this period, indicating low but increasing availability of basic medical services and treatments. The Malagasy fertility rate in 2009 was 4.6 children per woman, declining from 6.3 in 1990. Teen pregnancy rates of 14.8 percent in 2011, much higher than the African average, are a contributing factor to rapid population growth.[165] In 2010, the maternal mortality rate was 440 per 100,000 births, compared to 373.1 in 2008 and 484.4 in 1990, indicating a decline in perinatal care following the 2009 coup. The infant mortality rate in 2011 was 41 per 1,000 births,[18] with an under-five mortality rate at 61 per 1,000 births.[166] Schistosomiasis, malaria, and sexually transmitted diseases are common in Madagascar, although infection rates of AIDS remain low relative to many countries in mainland Africa, at 0.2 percent of the adult population. The malaria mortality rate is also among the lowest in Africa at 8.5 deaths per 100,000 people, in part because of the highest frequency use of insecticide treated nets in Africa.[165] Adult life expectancy in 2009 was 63 years for men and 67 years for women.[165]
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Madagascar had outbreaks of the bubonic plague and pneumonic plague in 2017 (2575 cases, 221 deaths) and 2014 (263 confirmed cases, 71 deaths).[167] In 2019, Madagascar had a measles outbreak, resulting in 118,000 cases and 1,688 deaths. In 2020, Madagascar was also affected by the COVID-19 pandemic.
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Prior to the 19th century, all education in Madagascar was informal and typically served to teach practical skills as well as social and cultural values, including respect for ancestors and elders.[24] The first formal European-style school was established in 1818 at Toamasina by members of the London Missionary Society (LMS). The LMS was invited by King Radama I to expand its schools throughout Imerina to teach basic literacy and numeracy to aristocratic children. The schools were closed by Ranavalona I in 1835[168] but reopened and expanded in the decades after her death.
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By the end of the 19th century, Madagascar had the most developed and modern school system in pre-colonial Sub-Saharan Africa. Access to schooling was expanded in coastal areas during the colonial period, with French language and basic work skills becoming the focus of the curriculum. During the post-colonial First Republic, a continued reliance on French nationals as teachers, and French as the language of instruction, displeased those desiring a complete separation from the former colonial power.[24] Consequently, under the socialist Second Republic, French instructors and other nationals were expelled, Malagasy was declared the language of instruction, and a large cadre of young Malagasy were rapidly trained to teach at remote rural schools under the mandatory two-year national service policy.[169]
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This policy, known as malgachization, coincided with a severe economic downturn and a dramatic decline in the quality of education. Those schooled during this period generally failed to master the French language or many other subjects and struggled to find employment, forcing many to take low-paying jobs in the informal or black market that mired them in deepening poverty. Excepting the brief presidency of Albert Zafy, from 1992 to 1996, Ratsiraka remained in power from 1975 to 2001 and failed to achieve significant improvements in education throughout his tenure.[170]
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Education was prioritized under the Ravalomanana administration (2002–09), and is currently free and compulsory from ages 6 to 13.[171] The primary schooling cycle is five years, followed by four years at the lower secondary level and three years at the upper secondary level.[24] During Ravalomanana's first term, thousands of new primary schools and additional classrooms were constructed, older buildings were renovated, and tens of thousands of new primary teachers were recruited and trained. Primary school fees were eliminated, and kits containing basic school supplies were distributed to primary students.[171]
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Government school construction initiatives have ensured at least one primary school per fokontany and one lower secondary school within each commune. At least one upper secondary school is located in each of the larger urban centers.[133] The three branches of the national public university are located at Antananarivo, Mahajanga, and Fianarantsoa. These are complemented by public teacher-training colleges and several private universities and technical colleges.[24]
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As a result of increased educational access, enrollment rates more than doubled between 1996 and 2006. However, education quality is weak, producing high rates of grade repetition and dropout.[171] Education policy in Ravalomanana's second term focused on quality issues, including an increase in minimum education standards for the recruitment of primary teachers from a middle school leaving certificate (BEPC) to a high school leaving certificate (BAC), and a reformed teacher training program to support the transition from traditional didactic instruction to student-centered teaching methods to boost student learning and participation in the classroom.[172] Public expenditure on education was 2.8 percent of GDP in 2014. The literacy rate is estimated at 64.7%.[19]
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In 2018, the population of Madagascar was estimated at 26 million, up from 2.2 million in 1900.[6][7][24] The annual population growth rate in Madagascar was approximately 2.9 percent in 2009.[18]
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Approximately 42.5 percent of the population is younger than 15 years of age, while 54.5 percent are between the ages of 15 and 64. Those aged 65 and older form 3 percent of the total population.[145] Only two general censuses, in 1975 and 1993, have been carried out after independence. The most densely populated regions of the island are the eastern highlands and the eastern coast, contrasting most dramatically with the sparsely populated western plains.[24]
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The Malagasy ethnic group forms over 90 percent of Madagascar's population and is typically divided into 18 ethnic subgroups.[18] Recent DNA research revealed that the genetic makeup of the average Malagasy person constitutes an approximately equal blend of Southeast Asian and East African genes,[173][174] although the genetics of some communities show a predominance of Southeast Asian or East African origins or some Arab, Indian, or European ancestry.[175]
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Southeast Asian features – specifically from the southern part of Borneo – are most predominant among the Merina of the central highlands,[121] who form the largest Malagasy ethnic subgroup at approximately 26 percent of the population, while certain communities among the coastal peoples (collectively called côtiers) have relatively stronger East African features. The largest coastal ethnic subgroups are the Betsimisaraka (14.9 percent) and the Tsimihety and Sakalava (6 percent each).[24]
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Chinese, Indian and Comoran minorities are present in Madagascar, as well as a small European (primarily French) populace. Emigration in the late 20th century has reduced these minority populations, occasionally in abrupt waves, such as the exodus of Comorans in 1976, following anti-Comoran riots in Mahajanga.[24] By comparison, there has been no significant emigration of Malagasy peoples.[23] The number of Europeans has declined since independence, reduced from 68,430 in 1958[110] to 17,000 three decades later. There were an estimated 25,000 Comorans, 18,000 Indians, and 9,000 Chinese living in Madagascar in the mid-1980s.[24]
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The Malagasy language is of Malayo-Polynesian origin and is generally spoken throughout the island. The numerous dialects of Malagasy, which are generally mutually intelligible,[176] can be clustered under one of two subgroups: eastern Malagasy, spoken along the eastern forests and highlands including the Merina dialect of Antananarivo, and western Malagasy, spoken across the western coastal plains. The Malagasy language originated from Southeast Barito language, and Ma'anyan language is its closest relative, with numerous Malay and Javanese loanwords.[177][178] French became the official language during the colonial period, when Madagascar came under the authority of France. In the first national Constitution of 1958, Malagasy and French were named the official languages of the Malagasy Republic. Madagascar is a francophone country, and French is mostly spoken as a second language among the educated population and used for international communication.[24]
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No official languages were mentioned in the Constitution of 1992, although Malagasy was identified as the national language. Nonetheless, many sources still claimed that Malagasy and French were official languages, eventually leading a citizen to initiate a legal case against the state in April 2000, on the grounds that the publication of official documents only in the French language was unconstitutional. The High Constitutional Court observed in its decision that, in the absence of a language law, French still had the character of an official language.[179]
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In the Constitution of 2007, Malagasy remained the national language while official languages were reintroduced: Malagasy, French, and English.[180] English was removed as an official language from the constitution approved by voters in the November 2010 referendum.[1] The outcome of the referendum, and its consequences for official and national language policy, are not recognized by the political opposition, who cite lack of transparency and inclusiveness in the way the election was organized by the High Transitional Authority.[113]
|
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Religion in Madagascar (2010) according to the Pew Research Center[181]
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According to the U.S. Department of State in 2011, 41% of Madagascans practiced Christianity, and 52% adhered to traditional religions,[18] which tends to emphasize links between the living and the razana (ancestors); these numbers were drawn from the 1993 census. According to the Pew Research Center in 2010, 85% of the population now practiced Christianity, while just 4.5% of Madagascans practiced folk religions; among Christians, practitioners of Protestantism outnumbered adherents of Roman Catholicism.[181]
|
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The veneration of ancestors has led to the widespread tradition of tomb building, as well as the highlands practice of the famadihana, whereby a deceased family member's remains are exhumed and re-wrapped in fresh silk shrouds, before being replaced in the tomb. The famadihana is an occasion to celebrate the beloved ancestor's memory, reunite with family and community, and enjoy a festive atmosphere. Residents of surrounding villages are often invited to attend the party, where food and rum are typically served, and a hiragasy troupe or other musical entertainment is commonly present.[182] Consideration for ancestors is also demonstrated through adherence to fady, taboos that are respected during and after the lifetime of the person who establishes them. It is widely believed that by showing respect for ancestors in these ways, they may intervene on behalf of the living. Conversely, misfortunes are often attributed to ancestors whose memory or wishes have been neglected. The sacrifice of zebu is a traditional method used to appease or honor the ancestors. In addition, the Malagasy traditionally believe in a creator god, called Zanahary or Andriamanitra.[183]
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Today, many Christians integrate their religious beliefs with traditional ones related to honoring the ancestors. For instance, they may bless their dead at church before proceeding with traditional burial rites or invite a Christian minister to consecrate a famadihana reburial.[182] The Malagasy Council of Churches comprises the four oldest and most prominent Christian denominations of Madagascar (Roman Catholic, Church of Jesus Christ in Madagascar, Lutheran, and Anglican) and has been an influential force in Malagasy politics.[184]
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Islam is also practiced on the island. Islam was first brought to Madagascar in the Middle Ages by Arab and Somali Muslim traders, who established several Islamic schools along the eastern coast. While the use of Arabic script and loan words and the adoption of Islamic astrology would spread across the island, the Islamic religion took hold in only a handful of southeastern coastal communities. Today, Muslims constitute 3–7 percent of the population of Madagascar and are largely concentrated in the northwestern provinces of Mahajanga and Antsiranana. The vast majority of Muslims are Sunni. Muslims are divided between those of Malagasy ethnicity, Indians, Pakistanis and Comorans.
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More recently, Hinduism was introduced to Madagascar through Gujarati people immigrating from the Saurashtra region of India in the late 19th century. Most Hindus in Madagascar speak Gujarati or Hindi at home.[185]
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Each of the many ethnic subgroups in Madagascar adhere to their own set of beliefs, practices and ways of life that have historically contributed to their unique identities. However, there are a number of core cultural features that are common throughout the island, creating a strongly unified Malagasy cultural identity. In addition to a common language and shared traditional religious beliefs around a creator god and veneration of the ancestors, the traditional Malagasy worldview is shaped by values that emphasize fihavanana (solidarity), vintana (destiny), tody (karma), and hasina, a sacred life force that traditional communities believe imbues and thereby legitimates authority figures within the community or family. Other cultural elements commonly found throughout the island include the practice of male circumcision; strong kinship ties; a widespread belief in the power of magic, diviners, astrology and witch doctors; and a traditional division of social classes into nobles, commoners, and slaves.[24][183]
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Although social castes are no longer legally recognized, ancestral caste affiliation often continues to affect social status, economic opportunity, and roles within the community.[186] Malagasy people traditionally consult Mpanandro ("Makers of the Days") to identify the most auspicious days for important events such as weddings or famadihana, according to a traditional astrological system introduced by Arabs. Similarly, the nobles of many Malagasy communities in the pre-colonial period would commonly employ advisers known as the ombiasy (from olona-be-hasina, "man of much virtue") of the southeastern Antemoro ethnic group, who trace their ancestry back to early Arab settlers.[187]
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|
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The diverse origins of Malagasy culture are evident in its tangible expressions. The most emblematic instrument of Madagascar, the valiha, is a bamboo tube zither carried to Madagascar by early settlers from southern Borneo, and is very similar in form to those found in Indonesia and the Philippines today.[188] Traditional houses in Madagascar are likewise similar to those of southern Borneo in terms of symbolism and construction, featuring a rectangular layout with a peaked roof and central support pillar.[189] Reflecting a widespread veneration of the ancestors, tombs are culturally significant in many regions and tend to be built of more durable material, typically stone, and display more elaborate decoration than the houses of the living.[190] The production and weaving of silk can be traced back to the island's earliest settlers, and Madagascar's national dress, the woven lamba, has evolved into a varied and refined art.[191]
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The Southeast Asian cultural influence is also evident in Malagasy cuisine, in which rice is consumed at every meal, typically accompanied by one of a variety of flavorful vegetable or meat dishes.[192] African influence is reflected in the sacred importance of zebu cattle and their embodiment of their owner's wealth, traditions originating on the African mainland. Cattle rustling, originally a rite of passage for young men in the plains areas of Madagascar where the largest herds of cattle are kept, has become a dangerous and sometimes deadly criminal enterprise as herdsmen in the southwest attempt to defend their cattle with traditional spears against increasingly armed professional rustlers.[78]
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A wide variety of oral and written literature has developed in Madagascar. One of the island's foremost artistic traditions is its oratory, as expressed in the forms of hainteny (poetry), kabary (public discourse) and ohabolana (proverbs).[193][194] An epic poem exemplifying these traditions, the Ibonia, has been handed down over the centuries in several different forms across the island, and offers insight into the diverse mythologies and beliefs of traditional Malagasy communities.[195] This tradition was continued in the 20th century by such artists as Jean-Joseph Rabearivelo, who is considered Africa's first modern poet,[196] and Elie Rajaonarison, an exemplar of the new wave of Malagasy poetry.[197] Madagascar has also developed a rich musical heritage, embodied in dozens of regional musical genres such as the coastal salegy or highland hiragasy that enliven village gatherings, local dance floors and national airwaves.[198] Madagascar also has a growing culture of classical music fostered through youth academies, organizations and orchestras that promote youth involvement in classical music.
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The plastic arts are also widespread throughout the island. In addition to the tradition of silk weaving and lamba production, the weaving of raffia and other local plant materials has been used to create a wide array of practical items such as floor mats, baskets, purses and hats.[161] Wood carving is a highly developed art form, with distinct regional styles evident in the decoration of balcony railings and other architectural elements. Sculptors create a variety of furniture and household goods, aloalo funerary posts, and wooden sculptures, many of which are produced for the tourist market.[199] The decorative and functional woodworking traditions of the Zafimaniry people of the central highlands was inscribed on UNESCO's list of Intangible Cultural Heritage in 2008.[200]
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Among the Antaimoro people, the production of paper embedded with flowers and other decorative natural materials is a long-established tradition that the community has begun to market to eco-tourists.[199] Embroidery and drawn thread work are done by hand to produce clothing, as well as tablecloths and other home textiles for sale in local crafts markets.[161] A small but growing number of fine art galleries in Antananarivo, and several other urban areas, offer paintings by local artists, and annual art events, such as the Hosotra open-air exhibition in the capital, contribute to the continuing development of fine arts in Madagascar.[201]
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A number of traditional pastimes have emerged in Madagascar. Moraingy, a type of hand-to-hand combat, is a popular spectator sport in coastal regions. It is traditionally practiced by men, but women have recently begun to participate.[202] The wrestling of zebu cattle, which is named savika or tolon-omby, is also practiced in many regions.[203] In addition to sports, a wide variety of games are played. Among the most emblematic is fanorona, a board game widespread throughout the Highland regions. According to folk legend, the succession of King Andrianjaka after his father Ralambo was partially the result of the obsession that Andrianjaka's older brother may have had with playing fanorona to the detriment of his other responsibilities.[204]
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Western recreational activities were introduced to Madagascar over the past two centuries. Rugby union is considered the national sport of Madagascar.[205] Soccer is also popular. Madagascar has produced a world champion in pétanque, a French game similar to lawn bowling, which is widely played in urban areas and throughout the Highlands.[206] School athletics programs typically include soccer, track and field, judo, boxing, women's basketball and women's tennis. Madagascar sent its first competitors to the Olympic Games in 1964, and has also competed in the African Games.[23] Scouting is represented in Madagascar by its own local federation of three scouting clubs. Membership in 2011 was estimated at 14,905.[207]
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Because of its advanced sports facilities, Antananarivo gained the hosting rights for several of Africa's top international basketball events, including the 2011 FIBA Africa Championship,[208] the 2009 FIBA Africa Championship for Women,[209] the 2014 FIBA Africa Under-18 Championship,[210] the 2013 FIBA Africa Under-16 Championship,[211] and the 2015 FIBA Africa Under-16 Championship for Women.[212] Madagascar's national 3x3 basketball team won the gold medal at the 2019 African Games.
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Malagasy cuisine reflects the diverse influences of Southeast Asian, African, Indian, Chinese and European culinary traditions. The complexity of Malagasy meals can range from the simple, traditional preparations introduced by the earliest settlers, to the refined festival dishes prepared for the island's 19th-century monarchs. Throughout almost the entire island, the contemporary cuisine of Madagascar typically consists of a base of rice (vary) served with an accompaniment (laoka). The many varieties of laoka may be vegetarian or include animal proteins, and typically feature a sauce flavored with such ingredients as ginger, onion, garlic, tomato, vanilla, coconut milk, salt, curry powder, green peppercorns or, less commonly, other spices or herbs. In parts of the arid south and west, pastoral families may replace rice with maize, cassava, or curds made from fermented zebu milk. A wide variety of sweet and savory fritters as well as other street foods are available across the island, as are diverse tropical and temperate-climate fruits. Locally produced beverages include fruit juices, coffee, herbal teas and teas, and alcoholic drinks such as rum, wine, and beer.[192] Three Horses Beer is the most popular beer on the island[213] and is considered emblematic of Madagascar.[214] The island also produces some of the world's finest chocolate; Chocolaterie Robert, established in 1940, is the most famous chocolate company on the island.[215]
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Madame Tussauds (UK: /tjuːˈsɔːdz/, US: /tuːˈsoʊz/)[1][N. 1] is a wax museum in London; it has smaller museums in a number of other major cities. It was founded by wax sculptor Marie Tussaud in 1835. It used to be spelled as "Madame Tussaud's"; the apostrophe is no longer used.[2][3] Madame Tussauds is a major tourist attraction in London, displaying the waxworks of famous and historical figures, as well as popular film and television characters from famous actors.
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Marie Tussaud was born as Marie Grosholtz in 1761 in Strasbourg, France. Her mother worked for Philippe Curtius in Bern, Switzerland, who was a physician skilled in wax modeling. Curtius taught Tussaud the art of wax modelling beginning when she was a child. He moved to Paris and took his young apprentice, then only 6 years old, with him.[4]
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Grosholtz created her first wax sculpture in 1777 of Voltaire.[5] At the age of 17, she became the art tutor to Madame Elizabeth, the sister of King Louis XVI of France, at the Palace of Versailles. During the French Revolution, she was imprisoned for three months and awaiting execution, but was released after the intervention of an influential friend.[4] During the Revolution, she made models of many prominent victims.[6]
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Grosholtz inherited Curtius's vast collection of wax models following his death in 1794. For the next 33 years she travelled around Europe with a touring show from the collection. She married Francois Tussaud in 1795 and took his surname. She renamed her show as Madame Tussaud's. In 1802, she accepted an invitation from Paul Philidor, a lantern and phantasmagoria pioneer, to exhibit her work alongside his show at the Lyceum Theatre, London. She did not fare particularly well financially, with Philidor taking half of her profits.
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She was unable to return to France because of the Napoleonic Wars, so she traveled throughout Great Britain and Ireland exhibiting her collection. From 1831, she took a series of short leases on the upper floor of "Baker Street Bazaar" (on the west side of Baker Street, Dorset Street, and King Street in London).[7] This site was later featured in the Druce-Portland case sequence of trials of 1898–1907. This became Tussaud's first permanent home in 1836.[8]
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By 1835, Marie Tussaud had settled down in Baker Street, London and opened a museum.[9] One of the main attractions of her museum was the Chamber of Horrors. The name is often credited to a contributor to Punch in 1845, but Tussaud appears to have originated it herself, using it in advertising as early as 1843.[10]
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This part of the exhibition included victims of the French Revolution and newly created figures of murderers and other criminals. Other famous people were added, including Lord Nelson, the Duke of Wellington, Henry VIII and Queen Victoria.[11]
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Some sculptures still exist that were made by Marie Tussaud herself. The gallery originally contained some 400 different figures, but fire damage in 1925, coupled with German bombs in 1941, severely damaged most of such older models. The casts themselves have survived, allowing the historical waxworks to be remade, and these can be seen in the museum's history exhibit. The oldest figure on display is that of Madame du Barry, the work of Curtius from 1765 and part of the waxworks left to Grosholtz at his death. Other faces from the time of Tussaud include Robespierre and George III. In 1842, she made a self-portrait, which is now on display at the entrance of her museum. She died in her sleep in London on 16 April 1850.[12]
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By 1883, the restricted space and rising cost of the Baker Street site prompted her grandson Joseph Randall to commission construction of a building at the museum's current location on Marylebone Road. The new exhibition galleries were opened on 14 July 1884 and were a great success.[13] But Randall had bought out his cousin Louisa's half share in the business in 1881, and that plus the building costs resulted in his having too little capital. He formed a limited company in 1888 to attract fresh capital but it had to be dissolved after disagreements between the family shareholders. In February 1889 Tussaud's was sold to a group of businessmen, led by Edwin Josiah Poyser.[14] The first wax sculpture of a young Winston Churchill was made in 1908; a total of ten have been made since.[15] The first overseas branch of Madame Tussauds was opened in Amsterdam in 1970.[16]
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In 2005, Madame Tussauds was sold to a company in Dubai, Dubai International Capital, for £800m (US$1.5bn). In May 2007 The Blackstone Group purchased The Tussauds Group from then-owner Dubai International Capital for US$1.9 billion;[17] the company was merged with Blackstone's Merlin Entertainments and operation of Madame Tussauds was taken over by Merlin.[17][18] After the Tussauds acquisition, Dubai International Capital gained 20% of Merlin Entertainment.[19] The Tussauds Group as a separate entity ceased to exist.
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On 17 July 2007, as part of the financing for the Tussauds deal, Merlin sold the freehold of Madame Tussauds to private investor Nick Leslau and his investment firm Prestbury under a sale and leaseback agreement.[20] Although the attraction sites are owned by Prestbury, they are operated by Merlin based on a renewable 35-year lease.[18]
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Madame Tussaud's wax museum became a major tourist attraction in London. Until 2010 it incorporated the London Planetarium in its west wing. A large animated dark ride, The Spirit of London, opened in 1993. Today's wax figures at Tussauds include historical and royal figures, film stars, sports stars, and famous murderers. It has been known since 2007 as "Madame Tussauds" museums (no apostrophe).
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In July 2008, Madame Tussauds' Berlin branch became embroiled in controversy when a 41-year-old German man brushed past two guards and decapitated a wax figure depicting Adolf Hitler. This was believed to be an act of protest against showing the ruthless dictator alongside sports heroes, movie stars, and other historical figures. The statue has since been repaired, and the perpetrator has admitted that he attacked the statue to win a bet.[21] The original model of Hitler was unveiled in Madame Tussauds London in April 1933; it was frequently vandalised and a 1936 replacement had to be carefully guarded.[22][23][24] In January 2016, the statue of Adolf Hitler was removed from the Chamber of Horrors section in the London museum in response to an open letter sent by a staff writer of The Jewish Journal of Greater Los Angeles, followed by significant support for its removal from social media.[25]
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The first Madame Tussauds in India opened in New Delhi on 1 December 2017. Its operator, Merlin Entertainments, planned an investment of 50 million pounds over the next 10 years.[26][27][28] It features over 50 wax models, including political and entertainment figures such as Ariana Grande, Amitabh Bachchan, Salman Khan, Katrina Kaif, Sachin Tendulkar, Kim Kardashian, Tom Cruise, Leonardo DiCaprio, Scarlett Johansson, Angelina Jolie, Asha Bhosle, Kapil Dev, and Mary Kom.[29]
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Many times celebrities pose like their wax figures as pranks and publicity stunts.
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The amateur tenor, whose vocal villainies
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All desire to shirk,
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Shall, during off-hours
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Exhibit his powers
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To Madame Tussaud's waxwork.
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The Sleeping Beauty is the oldest existing figure on display. It was modeled after Madame du Barry. She appears asleep and a device in her chest makes it seem as if she were breathing.
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Madame Tussaud herself at Madame Tussauds in London
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Alfred Hitchcock
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The Beatles
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Benny Hill (Credited Tussauds Gard)
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Prince Charles and Camilla
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Charlie Chaplin
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Elizabeth II and Prince Philip, Duke of Edinburgh
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Pope John Paul II, Archbishop Desmond Tutu, the Dalai Lama, and Archbishop Makarios III
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Princess Diana
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John Wayne (London)
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Olga Korbut (London)
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Johnny Depp as Jack Sparrow
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Keira Knightley
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Kylie Minogue
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Lady Gaga
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Marilyn Monroe
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Marlon Brando
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Nelson Mandela
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Pierce Brosnan as James Bond
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Sachin Tendulkar
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Mahatma Gandhi
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Adolf Hitler (formerly in the Chamber of Horrors section in London)
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Angelina Jolie
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Spider-Man
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Tommy Cooper
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Kate Winslet
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Coordinates: 51°31′22″N 0°09′19″W / 51.52278°N 0.15528°W / 51.52278; -0.15528
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Chennai (/ˈtʃɛnaɪ/ (listen), Tamil: [ˈt͡ʃenːai]), also known as Madras (/məˈdrɑːs/ (listen) or /-ˈdræs/,[10] the official name until 1996), is the capital of the Indian state of Tamil Nadu. Located on the Coromandel Coast off the Bay of Bengal, it is one of the largest cultural, economic and educational centres of south India. According to the 2011 Indian census, it is the sixth-most populous city and fourth-most populous urban agglomeration in India. The city together with the adjoining regions constitutes the Chennai Metropolitan Area, which is the 36th-largest urban area by population in the world.[11] Chennai is among the most-visited Indian cities by foreign tourists. It was ranked the 43rd-most visited city in the world for the year 2015.[12] The Quality of Living Survey rated Chennai as the safest city in India.[13] Chennai attracts 45 percent of health tourists visiting India, and 30 to 40 percent of domestic health tourists.[14] As such, it is termed "India's health capital".[15][16] Chennai has the fifth-largest urban economy of India.[9]
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Chennai had the third-largest expatriate population in India, at 35,000 in 2009, 82,790 in 2011 and estimated at over 100,000 by 2016.[17][18] Tourism-guide publisher Lonely Planet named Chennai as one of the top ten cities in the world to visit in 2015.[19] Chennai is ranked as a beta-level city in the Global Cities Index,[20] and was ranked the best city in India by India Today in the 2014 annual Indian city survey.[21][22] In 2015 Chennai was named the "hottest" city (city worth visiting and worth living in for long term) by the BBC, citing the mixture of both modern and traditional values.[23] National Geographic mentioned Chennai as the only South Asian city to feature in its 2015 "Top 10 food cities" list.[24] Chennai was also named the ninth-best cosmopolitan city in the world by Lonely Planet.[25] In October 2017, Chennai was added to the UNESCO Creative Cities Network (UCCN) list for its rich musical tradition.[26]
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The Chennai Metropolitan Area is one of the largest municipal economies of India. Chennai is nicknamed "The Detroit of India",[1] with more than one-third of India's automobile industry being based in the city. Home to the Tamil film industry, Chennai is also known as a major film production centre. Chennai is one of the 100 Indian cities to be developed as a smart city under the Smart Cities Mission.[27]
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The name Chennai is of Telugu origin.[28][29][30] It was derived from the name of a Telugu ruler, Damarla Mudirasa Chennappa Nayakudu, father of Damarla Venkatapathy Nayak, a Nayak ruler who served as a general under Venkata III of the Vijayanagar Empire from whom the British acquired the town in 1639.[31][32] The first official use of the name Chennai is said to be in a sale deed, dated August 1639, to Francis Day of the East India Company, even before[33] the Chennakesava Perumal Temple was built in 1646,[34] while some scholars argue to the contrary.[35]
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The name Madras is also of native origin, and has been shown to have been in use before the British established a presence in India.[36] A Vijayanagar-era inscription dated to the year 1367 that mentions the port of Mādarasanpattanam, along with other small ports on the east coast, was discovered in 2015 and it was theorised that the aforementioned port is the fishing port of Royapuram.[37] According to some sources, Madras is derived from Madraspattinam, a fishing village north of Fort St George.[38] However, it is uncertain whether the name was in use before the arrival of Europeans.[39] British military mapmakers believed Madras was originally Mundir-raj or Mundiraj, which was the name of a Telugu community, Mudiraj, who were the native inhabitants of the city.[40][41][42]
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There are also suggestions that it may have originated from the Portuguese phrase Mãe de Deus or Madre de Dios, which means "mother of God", due to Portuguese influence on the port city, specifically referring to a Church of St. Mary.[43]
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In 1996, the Government of Tamil Nadu officially changed the name from Madras to Chennai. At that time many Indian cities underwent a change of name.[44][45] However, the name Madras continues in occasional use for the city,[46] as well as for places named after the city such as University of Madras, IIT Madras, Madras Institute of Technology, Madras Medical College, Madras Veterinary College, Madras Christian College.
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Stone age implements have been found near Pallavaram in Chennai. According to the Archaeological Survey of India (ASI), Pallavaram was a megalithic cultural establishment, and pre-historic communities resided in the settlement.[47]
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The region around Chennai has served as an important administrative, military, and economic centre for many centuries. During the 1st century CE, a poet and weaver named Thiruvalluvar lived in the town of Mylapore (a neighbourhood of present Chennai).[48] From the 1st–12th century the region of present Tamil Nadu and parts of South India was ruled by the Cholas.[49]
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The Pallavas of Kanchi built the areas of Mahabalipuram and Pallavaram during the reign of Mahendravarman I. They also defeated several kingdoms including the Cheras, Cholas and Pandyas who ruled over the area before their arrival. Sculpted caves and paintings have been identified from that period.[50] Ancient coins dating to around 500 BC have also been unearthed from the city and its surrounding areas. A portion of these findings belonged to the Vijayanagara Empire, which ruled the region during the medieval period.[51]
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The Portuguese first arrived in 1522 and built a port called São Tomé after the Christian apostle, St. Thomas, who is believed to have preached in the area between 52 and 70 CE. In 1612, the Dutch established themselves near Pulicat, north of Chennai.[52]
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On 20 August 1639 Francis Day of the East India Company along with the Nayak of Kalahasti Damarla Chennappa Nayakudu, travelled to the Chandragiri palace for an audience with the Vijayanager Emperor Peda Venkata Raya.[53] Day was seeking to obtain a grant for land on the Coromandel coast on which the Company could build a factory and warehouse for their trading activities. He was successful in obtaining the lease of a strip of land about 10 kilometres (6 mi) long and 1.6 km (1 mi) inland in return for a yearly sum of five hundred lakh pagodas.[54][55][56] On 22 August, he secured the land grant from local Nayak (Damarla Venkatadri Nayaka and his younger brother Aiyappa Nayaka of Poonamallee).[57][58] The region was then formerly a fishing village known as "Madraspatnam".[51] A year later, the Company built Fort St. George, the first major English settlement in India,[59] which became the nucleus of the growing colonial city and urban Chennai, grew around this Fort.[60] Post independence the fort housed the Tamil Nadu Assembly until the new Secretariat building was opened in 2010, but shortly afterwards it was again moved back to Fort St. George, due to a change in the Government.[61]
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In 1746, Fort St. George and Madras were captured by the French under General La Bourdonnais, the Governor of Mauritius, who plundered the town and its outlying villages.[52] The British regained control in 1749 through the Treaty of Aix-la-Chapelle and strengthened the town's fortress wall to withstand further attacks from the French and Hyder Ali, the Sultan of Mysore.[62] They resisted a French siege attempt in 1759 under the leadership of Eyre Coote.[63] In 1769 the city was threatened by Mysore and the British were defeated by Hyder Ali, after which the Treaty of Madras ended the war.[64] By the 18th century, the British had conquered most of the region around Tamil Nadu and the northern modern–day states of Andhra Pradesh and Karnataka, establishing the Madras Presidency with Madras as the capital.[65]
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Gradually, the city grew into a major naval base and became the central administrative centre for the British in South India.[66] With the advent of railways in India in the 19th century, the thriving urban centre was connected to other important cities such as Bombay and Calcutta, promoting increased communication and trade with the hinterland.[67] Sir Arthur Lawley was Governor of Madras from 1906 to 1911 and promoted modern agriculture, industry, railways, education, the arts and more democratic governance.[68] The Governor lived in Government House, Fort St George, and had a country home at Guindy, with access to a golf course, hockey pitches, riding stables and the Guindy Horse Racing Track.[69][70] In the First World War as Red Cross Commissioner in Mesopotamia, he looked after the welfare of Indian soldiers.[71] Madras was the only Indian city to be attacked by the Central Powers during World War I,[72] when an oil depot was shelled by the German light cruiser SMS Emden on 22 September 1914, as it raided shipping lanes in the Indian Ocean, causing disruption to shipping.[73]
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After India gained its independence in 1947, the city became the capital of Madras State, which was renamed as Tamil Nadu in 1969.[74] The violent agitations of 1965 against the compulsory imposition of Hindi and in support of English in India in the state marked a major shift in the political dynamics of the city and eventually it had a big impact on the whole state. Because of Madras and its people, English now exists in India, otherwise Hindi might have been made the sole official language in India.[75] On 17 July 1996, the city known as Madras was officially renamed Chennai, in line with what was then a nationwide trend to using less Anglicised names.[76] On 26 December 2004, an Indian Ocean tsunami lashed the shores of Chennai, killing 206 people in Chennai and permanently altering the coastline.[77][78] The 2015 Chennai Floods submerged major portions of the city, killing 269 people and resulting in damages of ₹86.4 billion (US$1 billion).[79][80][81]
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Chennai is located on the south–eastern coast of India in the north–eastern part of Tamil Nadu on a flat coastal plain known as the Eastern Coastal Plains. Its average elevation is around 6.7 metres (22 ft),[82] and its highest point is 60 m (200 ft).[83] Chennai is 2,184 kilometres (1,357 mi) south of Delhi, 1,337 kilometres (831 mi) southeast of Mumbai, and 345 kilometres (214 mi) east of Bangalore by road. Two major rivers flow through Chennai, the Cooum River (or Koovam) through the centre and the Adyar River to the south. A third river, the Kortalaiyar, travels through the northern fringes of the city before draining into the Bay of Bengal, at Ennore. The estuary of this river is heavily polluted with effluents released by the industries in the region.[84] Adyar and Cooum rivers are heavily polluted with effluents and waste from domestic and commercial sources, the Coumm being so heavily polluted it is regarded as the city's eyesore.[85][86] A protected estuary on the Adyar forms a natural habitat for several species of birds and animals.[87] The Buckingham Canal, 4 km (2.5 mi) inland, runs parallel to the coast, linking the two rivers. The Otteri Nullah, an east–west stream, runs through north Chennai and meets the Buckingham Canal at Basin Bridge. Several lakes of varying size are located on the western fringes of the city. Some areas of the city have the problem of excess iron content in groundwater.[88]
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Chennai's soil is mostly clay, shale and sandstone.[89] Clay underlies most of the city, chiefly Manali, Kolathur, Maduravoyal, K. K. Nagar, Tambaram, Mudichur, Pallavaram Semmencherry, Alapakkam, Vyasarpadi and Anna Nagar. Sandy areas are found along the river banks and coasts, and include areas such as Tiruvottiyur, George Town, Madhavaram, New Washermanpet, Chepauk, Mylapore, Porur, Adyar, Besant Nagar and Uthandi. In these areas, rainwater runoff percolates quickly through the soil. Areas having hard rock surface include Guindy, Nanganallur, Pallikaranai, Alandur, Jaladampet, Velachery, Adambakkam and a part of Saidapet and Perungudi.[90][91] The ground water table in Chennai is at 4-5m below ground in most of the areas,[91] which was considerably improved and maintained through the mandatory rain water harvesting system.[92] Of the 24.87 km coastline of the city, 3.08 km experiences erosion, with sand accretion along the shoreline can be noticed at the Marina beach and the area between the Ennore Port and Kosasthalaiyar river.[93]
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Chennai is classified as being in Seismic Zone III, indicating a moderate risk of damage from earthquakes.[94] Owing to the geotectonic zone the city falls in, the city is considered a potential geothermal energy site. The crust has granite rocks indicating volcanic activities in the past. It is expected that temperatures of around 200 to 300 C° will be available if the ground were drilled 4 to 5 km deep. The region has the oldest rocks in the country dating back to nearly a billion years.[95]
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The southern stretch of Chennai's coast from Tiruvanmiyur to Neelangarai are favoured by the endangered olive ridley sea turtles to lay eggs every winter. A large number of cattle egrets, pond herons and other waterbirds can be seen in the rivers of Cooum and Adyar. About 75,000 birds migrate to Chennai every year.[96] Marshy wetlands such as Pallikaranai also play host to a number of migratory birds during the monsoon and winter.[97] Over 300 species of birds have been recorded in the city and its neighbourhood by members of Madras Naturalists' Society since its inception in 1978.
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Guindy National Park is a protected area within the city limits. Wildlife conservation and research activities take place at
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Arignar Anna Zoological Park including olive ridley sea turtle conservation.[98] Madras Crocodile Bank Trust is a herpetology research station, located 40 kilometres (25 mi) south of Chennai.[99] The city's tree cover is estimated to be around 64.06 sq km.[100] The most dominant tree species is the copper pod, followed by Indian beech and Neem. A total of 121 species of trees belonging to 94 genera and 42 families are found in the city.[100] Nearly half of the native plant species in the city's wetlands have disappeared in recent years. The city, which had 85 percent of its area covered with aquatic plants until the 1970s, now has only 25 percent of its area covered with such plants.[101]
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Chennai has three rivers and many lakes spread across the city. Urbanization has led to shrinkage of water bodies and wetlands.[102] The quantity of wetlands in the city has decreased from 650 to only 27 currently.[103] The Chennai River Restoration trust set up by the government is working on the restoration of Adyar river.[104] Environmentalist Foundation of India is a volunteering group working towards wildlife conservation and habitat restoration.[105][106]
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The encroachment of urban development on wetlands has gravely hampered the city's sustainability, and contributed both to the city's floods in 2015 and water scarcity crisis in 2019.[107]
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Chennai has a dry-summer tropical wet and dry climate (Köppen climate classification: As). The city lies on the thermal equator[108] and is also on the coast, which prevents extreme variation in seasonal temperature. The hottest part of the year is late May to early June, known regionally as Agni Nakshatram ("fire star") or as Kathiri Veyyil,[109] with maximum temperatures around 35–40 °C (95–104 °F). The coolest part of the year is January, with minimum temperatures around 19–25 °C (66–77 °F). The lowest recorded temperature was 13.9 °C (57.0 °F) on 11 December 1895 and 29 January 1905.[110] The highest recorded temperature was 45 °C (113 °F) on 31 May 2003.[110] The average annual rainfall is about 140 cm (55 in).[111]
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The city gets most of its seasonal rainfall from the north–east monsoon winds, from mid–October to mid–December. Cyclones in the Bay of Bengal sometimes hit the city. The highest annual rainfall recorded is 257 cm (101 in) in 2005.[112] Prevailing winds in Chennai are usually southwesterly between April and October[113] and north-easterly during the rest of the year. Historically, Chennai has relied on the annual rains of the monsoon season to replenish water reservoirs, as no major rivers flow through the area.[114] Chennai has a water table at 2 metres for 60 percent of the year.[115]
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The city of Chennai is located on the east coast of India, which is also known as the Coromandel Coast.
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Chennai is largely dependent on NE monsoon, since 65% of rains are received in this season. Cyclones and depressions are common features during the season. Cyclones, in particular, are especially unpredictable. They may even move towards Orissa, west Bengal, Bangladesh, and also Myanmar. The season between October and December is referred as the NE monsoon period.[121] Floods are common during this period. In 2015 Chennai received record-breaking rains since 1918, which caused massive floods.
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The entire east coast is vulnerable to cyclones during the monsoon period. For example, in 2007 a major cyclone named "Cyclone Sidr" skipped Chennai and headed towards Bangladesh. The result was a failure of NE monsoon in Chennai, that particular year. Even in the past, there has been many occasions where cyclones had a great influence on the monsoon.
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As of 2018, the city had a green cover of 14.9 percent, against the World Health Organization recommendation of 9 square meters of green cover per capita in cities. The city had a built-up area of 71 percent. Waterbodies cover an estimated 6 percent of the total area, and at least 8 percent of the area has classified as open space.[122] As of 2017, the total volume of water harvested was 339 mcft and groundwater recharge was 170 mcft.[123]
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Chennai city is governed by the Greater Chennai Corporation (formerly "Corporation of Madras"), which was established in 1688. It is the oldest surviving municipal corporation in India and the second oldest surviving corporation in the world.[124][125] In 2011, the jurisdiction of the Chennai Corporation was expanded from 174 km2 (67 sq mi) to an area of 426 km2 (164 sq mi),[126] dividing into three regions—North, South and Central, which covers 200 wards.[127][128] The corporation is headed by a mayor, an office presently occupied by Saidai Sa. Duraisamy.[129][130] The Mayor and councillors of the city are elected through a popular vote by the residents.[131] While the city limit was expanded in 2011, the revised population is yet to be officially announced.
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The Chennai Metropolitan Development Authority (CMDA) is the nodal agency responsible for planning and development of Chennai Metropolitan Area, which is spread over an area of 1,189 km2 (459 sq mi),[132] covering the Chennai district and parts of Tiruvallur, Kanchipuram and Chengalpattu districts. The larger suburbs are governed by town municipalities and the smaller ones are governed by town councils called panchayats. Under the gamut of the CMDA are 5 parliamentary and 28 assembly constituencies.[133][134] The CMDA has drafted an additional Master Plan that aims to develop satellite townships around the city. The city's contiguous satellite towns include Mahabalipuram in the south, Chengalpattu and Maraimalai Nagar in the southwest, and Sriperumpudur, Arakkonam, Kanchipuram and Tiruvallur to the west.[135]
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Chennai, as the capital of the state of Tamil Nadu, houses the state executive and legislative headquarters primarily in the Secretariat Buildings in the Fort St George campus. The Madras High Court, is the highest judicial authority in the state, whose jurisdiction extends across Tamil Nadu and Puducherry.[136] Chennai has three parliamentary constituencies—Chennai North, Chennai Central and Chennai South—and elects 24 Members of the Legislative Assembly (MLAs) to the state legislature.[137]
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The Greater Chennai Police is the main law enforcement agency in the city, with a jurisdiction of over 745 km2 (288 sq mi) catering to over 8.5 million people. It consists of 121 police stations and is headed by a commissioner of police. The Greater Chennai Police is a division of the Tamil Nadu Police, and the administrative control lies with the Tamil Nadu Home Ministry.[138] Chennai City Traffic Police (CCTP) is responsible for the traffic management in the city. The metropolitan suburbs are policed by the Chennai Metropolitan Police, headed by the Chennai Police Commissionerate, and the outer district areas of the CMDA are policed by the Kanchipuram and Thiruvallur police departments.[139][140][141]
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As of 2011[update] (prior to the expansion of Chennai Corporation area), Chennai city has a sanctioned strength of 14,000 police personnel. With a population density of 26,903 persons per square kilometre, the city had 1 policeman for every 413 people. The Chennai suburban police had about 4,093 police personnel and a ratio of 1:1,222.[142] In 2010, the crime rate in the city was 169.2 per 100,000 people, as against an average of 341.9 in the 35 major cities of India.[143] In 2011, North Chennai zone had 30 police stations and 3 police out posts, Central Chennai zone had 28 police stations and 3 police out posts, and South Chennai zone had 30 police stations.[144]
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In 2009, Madras Central Prison, one of the oldest prisons in India, built over 11 acres (4 ha) of land, was demolished; the prisoners were moved to Puzhal Central Prison.[145]
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Since the 19th century, when Western scholars proposed that Dravidian languages, which dominated the southern region of India, formed a different linguistic group to that of the Indo-Aryan languages that are predominant in the north of the subcontinent, the aspects of Tamil nationalism gained prominence. This resulted in the Anti-Hindi agitations in the city and across the state. However, the post-Independence re-organisation of Indian states according to linguistic and ethnic basis has moderated Tamil nationalism, especially the demand for separation from the Indian Union. The Anti-Hindi agitations in mid-1960s made the DMK more popular and more powerful political force in the state. The agitations of the 1960s played a crucial role in the defeat of the Tamil Nadu Congress party in the 1967 elections and the continuing dominance of Dravidian parties in Tamil Nadu politics.[146]
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Being the capital of the Madras Province that covered a vast area of the Deccan region, Chennai remained the centre of politics in the southern region of India during the British colonial era. After Independence, it remained the centre of political activities of the state of Tamil Nadu. Chennai is the birthplace of the idea of the Indian National Congress, commonly known as the Congress Party. Founded by Indian and British members of the Theosophical Society movement, most notably A.O. Hume,[147] the idea was originally conceived in a private meeting of 17 men after a Theosophical Convention held in the city in December 1884.[148] During the first 50 years of the Indian National Congress, the city played host to its conferences seven times in 1887, 1894, 1898, 1903, 1908, 1914 and 1927, becoming one of the strong bases for the Indian independence movement. After independence, the city hosted the Congress in 1955 in its suburb of Avadi.[149]
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Chennai is also the birthplace of several regional political movements since the British era. South Indian Welfare Association, one of the earliest regional parties, was founded in 1916, which later came to be known as the Justice Party, which was the main opposition party to the Indian National Congress in the state.[150][151] In 1944, the party was renamed Dravidar Kazhagam (DK) by E. V. Ramasami (popularly known as 'Periyar'). The party was a non-political party that demanded the establishment of an independent state called Dravida Nadu.[152] However, due to the differences between its two leaders Periyar and C. N. Annadurai, the party was split. Annadurai left the party to form the Dravida Munnetra Kazhagam (DMK). The DMK decided to enter into politics in 1956.
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The city's water supply and sewage treatment are managed by the Chennai MetroWater Supply and Sewage Board. Water is drawn from Red Hills Lake and Chembarambakkam Lake, the primary water reservoirs of the city,[153] and treated at water treatment plants located at Kilpauk, Puzhal, Chembarambakkam[154] and supplied to the city through 27 water distribution stations.[155] The city receives 530 million liters per day (mld) of water from Krishna River through Telugu Ganga project, 180 mld of water from the Veeranam lake project[154] and 100 mld of water from the Minjur desalination plant, the country's largest sea water desalination plant.[156][157][158] However, Chennai is predicted to face a huge deficit of 713 mld in 2026 as the demand is projected at 2,248 mld and supply estimated at only 1,535 mld.[159] The city's sewer system was designed in 1910, with some modifications in 1958.[160] There are 714 public toilets in the city managed by the city corporation,[161] and 2,000 more have been planned by the corporation.[162] The corporation also owns 52 community halls across the city.[163]
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The Corporation of Chennai provides civic services to the city. Garbage collection in some of the wards is contracted to Ramky Enviro Engineers Limited, a private company,[164] while the Corporation looks after the removal and processing of solid waste in the others,[165] with a superintendent engineer managing the channels. As of 2011[update], eight transfer stations exist within the city for treating the waste.[166] Garbage is dumped in two dump-yards in the city—One in Kodungaiyur and another in Pallikaranai, with a major portion of the latter covering the Pallikaranai marshland.[167] In market areas, the conservancy work is done during the night.[168] Electricity is distributed by the Tamil Nadu Electricity Board.[169] Fire services are handled by the Tamil Nadu Fire and Rescue Services.[170] The city, along with the suburbs, has 33 operating fire stations.[171]
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The Chennai City region has 568 post offices, of which nearly 460 operate from rented premises.[172]
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With the history of many neighbourhoods of the city such as Mylapore, Triplicane, and Tiruvanmiyur antedating that of the city, the architecture of Chennai ranges in a wide chronology. The oldest buildings in the city dates from the 7th and 8th centuries CE, which include the Kapaleeshwarar Temple in Mylapore and the Parthasarathy Temple in Triplicane, built in the Dravidian architecture. This architecture includes various styles, such as those of the Pallavas, the Cholas, and the Vijayanagara empires. The associated Agraharam architecture, which consists of traditional row houses surrounding a temple, can still be seen in these areas.[173][174] The heritage temples at Mamallapuram at the outskirts of the city are some of the examples of the Pallava architecture. Chennai ranks second to Kolkata of Indian heritage buildings.[175]
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With the advent of the Mugals and the British, the city saw a rise in a blend of Hindu, Islamic and Gothic revival styles, resulting in the distinct Indo-Saracenic style.[176] The architecture for several early institutions such as banking and commerce, railways, press and education, chiefly through the colonial rule, followed the earlier directions of the Neo-Classical and the Indo-Saracenic.[177] The Chepauk Palace in the city, designed by Paul Benfield, is said to be the first Indo-Saracenic building in India.[178] Since then, many of the colonial-era buildings in the city were designed in this style of architecture, which is most apparent around the Fort St. George built in 1640. Most of these were designed by English architects Robert Fellowes Chisholm and Henry Irwin. The best examples of this style include the Madras High Court (built in 1892), Southern Railway headquarters, Ripon Building, Government Museum, Senate House of the University of Madras, Amir Mahal, Bharat Insurance Building, Victoria Public Hall and the College of Engineering.[179] The Triumph of Labour, also known as the Labour statue, at the Marina Beach is an important landmark of Chennai.[180]
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The construction of the National Art Gallery in Madras was completed in 1909. The new building, with a stunning façade, was built of pink sandstone brought from Sathyavedu, and formed part of the Madras Museum campus. It was opened, on 23 January 1909, by the Governor of Fort St. George, Sir Arthur Lawley, and called the Victoria Memorial Hall after the Queen-Empress Victoria.[181][182][183] The residential architecture in the city was based on the bungalow or the continuous row house prototypes.[177] Gothic revival style buildings include the Chennai Central and Chennai Egmore railway stations. The Santhome Church, which was originally built by the Portuguese in 1523 and is believed to house the remains of the apostle St. Thomas, was rebuilt in 1893 in neo-Gothic style.[184]
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By the early 20th century, the art deco too made its entry upon the city's urban landscape. From the 1930s onwards, many buildings in George Town were built in this style, including the United India building (presently housing LIC) and the Burma Shell building (presently the Chennai House), both built in the 1930s, and the Dare House, built in 1940. Other examples include the Bombay Mutual building (presently housing LIC) and the South Indian Chamber of Commerce building.[177]
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After Independence, the city witnessed a rise in the Modernism style of architecture.[177] The completion of the LIC Building in 1959, the tallest building in the country at that time,[185] marked the transition from lime-and-brick construction to concrete columns in the region.[186] The presence of the weather radar at the Chennai Port, however, prohibited the construction of buildings taller than 60 m around a radius of 10 km for several decades that followed.[187] In addition, the floor-area ratio (FAR) in the central business district is also 1.5, much less than that of smaller cities of the country. This resulted in the city expanding horizontally, unlike other metropolitan cities where vertical growth is prominent. On the contrary, the peripheral regions, especially on the southern and south-western sides, are experiencing vertical growth with the construction of buildings up to 60 floors.
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A resident of Chennai is called a Chennaite.[195][196][197] According to 2011 census, the city had a population of 4,646,732, within the area administered by the Municipal Corporation;[198] that had 11 lakh households, with 51% of them living in rented houses.[199] The city's limits were expanded later in 2011 and its population reached 7,088,000[6] with Chennai Municipal Corporation being renamed as Greater Chennai Corporation.[6]
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As of 2019, 712,000 families live below poverty line, which is about 40 percent of the 1.788 million families in the city.[200]
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Tamils form the majority of Chennai's population. English is spoken largely by white-collar workers,[201] often mixed into Tamil.[202] In 2001, out of the 2,937,000 migrants (33.8% of its population) in the city, 61.5% were from other parts of the state, 33.8% were from rest of India and 3.7% were from outside the country.[203] As per the 2001 census, the number of speakers mother tongue wise are as follows, Tamil is spoken by 3,424,107 (78.8%), followed by Telugu by 419,209 (9.7%), Urdu by 180,245 (4.1%), Malayalam by 113,828 (2.6%), Hindi by 104,084 (2.4%), and Kannada by 22,250 (0.5%).[204] Korean, Japanese, French, Mandarin Chinese, Russian, German and Spanish are some of the languages spoken by the 250,000 foreign expatriates residing in the city.[205][206][207][208][209]
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Chennai, along with Bengaluru, Mumbai and Delhi, is one of the few Indian cities that are home to a diverse population of ethno-religious communities.[211] Minorities include Telugus, Marwaris, Gujaratis, Parsis,[212][213] Sindhis,[214][215] Odias,[216] Goans,[217] Kannadigas,[218] Anglo-Indians,[219] Bengalis,[220] Punjabi,[221] and Malayalees. As per the religious census of 2011, Chennai's population was 80.73% Hindu, 9.45% Muslim, 7.72% Christian, 1.11% Jain, 0.06% Sikh, 0.06% Buddhist, <0.04% followed other religions and 0.83% followed no religion or did not indicate any religious preference.[210]
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In a 2013 survey titled 'Emerging trends in real estate in Asia Pacific 2014', Chennai emerged in the top 25 real estate destinations list in the Asia Pacific region. The city ranked 22nd in the list.[222] There are about 1,240 slums in Chennai home to about 900,000 people.[223]
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Per 2011 census, there are 1.1 million households in the city and the residential housing stock available is 1,150,000 – a surplus of about 50,000 houses. About 43,700 of them are kept vacant. In the suburbs of Chennai located in Tiruvallur and Kancheepuram districts, the figures of vacant houses 56,000 and 71,000, respectively. Of the existing housing stock in the city, about 200,000 houses are not in good condition, necessitating either to rebuild or build new units. About 26,000 households live in houses without any room and another 427,000 families (with an average size of five members) live in small dwelling units with only one room. An earlier estimate shows that there is a need to generate about 420,000 units for low-income groups by 2016.[224]
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As of 2012[update], an estimated population of 11,116 (0.16 percent) were homeless. Per Supreme Court guidelines, the city needs 65 shelters for the homeless. However, it has only 15, of which eight are functioning and two are under renovation.[225]
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As of 2017, there are more than 2.2 million households, with 40 percent of the residents not owning a house.[226]
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Chennai is home to many museums, galleries, and other institutions, many of which are free of admission charges and are major tourist attractions as well as playing a research role.[227] The city also has one of the oldest museums and art galleries in the country – Government Museum, Chennai and The National Art Gallery (Chennai),[228] established in the early 18th century.[229]
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The city also hosts two art festivals annually. The "Fort Museum" inside the premises of Fort St. George is an important museum having a noteworthy collection of objects of the British era in its collection.[230] The museum is managed by the Archaeological Survey of India and has in its possession, the first Flag of India hoisted at Fort St George after the declaration of India's Independence on 15 August 1947.[231]
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Chennai is a major centre for music, art and culture in India.[232] The city is known for its classical dance shows. In 1930, for the first time in India, Madras University introduced a course of music, as part of the Bachelor of Arts curriculum.[233] The Madras Music Season, initiated by Madras Music Academy in 1927, is celebrated every year during the month of December.[234] It features performances of traditional Carnatic music by many artists in and around the city.[235] The main folk music in Chennai is Gaana, a combination of various folk musics sung mainly sung in the working-class area of North Chennai.[236]
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An arts festival called the Chennai Sangamam, which showcases not only various art of Tamil Nadu, but also from the neighbouring states, like kalari (from Kerala), which is a major attraction, is held in January every year. The Speciality of Chennai Sangamam is that the various programmes are held near or at the various famous landmarks in the city so that everyone in the city has access to the programmes and there is no fee charged for entry for any of the programmes.[237] Pookolam, a form of art that uses coloured flour to create patterns and designs, comes from Kerala, but can be seen in abundance at the time of Onam.[238]
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The city has a diverse theatre scene and is one of the important centres for Bharata Natyam, a classical dance form that originated in Tamil Nadu and is the oldest dance of India.[239] An important cultural centre for Bharata Natyam is Kalakshetra, on the beach in the south of the city.[240] In 2012, a group of five Bharatha Natyam dancers from Chennai performed at the India Campaign during the 2012 Summer Olympics.[241]
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Chennai has been featured in UNESCO Creative Cities Network (UCCN) list since October 2017 for its century-old musical tradition.[26] Chennai is also home to some choirs, who during the Christmas season stage various carol performances across the city in Tamil and English.[242][243]
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Chennai is divided into four broad regions: North, Central, South, and West. North Chennai is primarily an industrial area. South Chennai and West Chennai, previously mostly residential, are fast becoming commercial, home to a growing number of information technology firms, financial companies and call centres. The city is expanding quickly along the Old Mahabalipuram Road and the Grand Southern Trunk Road (GST Road) in the south and towards Ambattur, Koyambedu and Sriperumbdur in the west.[244] Central Chennai comprises residential elements, but is primarily home to the downtown area, and surrounding areas, the most visited by travellers to the city. The financial district is also located here.[245]
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Recent estimates of the economy of the entire Chennai Metropolitan Area range from $78.6 to $86 billion (PPP GDP), ranking it from fourth- to sixth-most productive metro area of India.[9] Chennai has a broad industrial base in the automobile, computer, technology, hardware manufacturing and healthcare sectors. As of 2012[update], the city is India's second-largest exporter of information technology (IT) and business process outsourcing (BPO) services.[246][247] A major part of India's automobile industry is located in and around the city thus earning it the nickname "Detroit of India".[1][248][249][250] It is known as the Cultural Capital of South India [251] and is the third-most visited city in India by international tourists according to Euromonitor.[12] The city also serves as the location of the Madras Stock Exchange, India's fourth stock exchange, one of four permanently recognised by SEBI, and India's third-largest by trading volume, ranked behind the Bombay Stock Exchange and the National Stock Exchange of India.[252]
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Industrialisation in the city dates back to the 16th century, when textile mills manufactured goods which were exported to British during its war with France. According to Forbes magazine, Chennai is one of the fastest-growing cities in the world and is ranked among the "Forbes-Top 10 Fastest Growing Cities in the World".[253] It is ranked 4th in hosting the maximum number of Fortune 500 companies of India, next only to Mumbai, Delhi and Kolkata. It also is home to 24 Indian companies having a net worth of more than US$1 billion. As of 2012[update], the city has about 34,260 identified companies in its 15 zones, of which 5,196 companies have a paid-up the capital of over ₹ 50 lakh.[254]
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Chennai has a diversified economic base anchored by the automobile, software services, hardware manufacturing, health care and financial services industries.[246] According to the Confederation of Indian Industry, Chennai is estimated to grow to a US$100 billion economy, 2.5 times its present size, by the year 2025.[255] As of 2012[update], with ₹ 1 lakh crore investment in the pipeline over 5 years, the city is poised for major industrial investment.[256] Chennai is classified as a global city by GaWC, with a ranking of Beta[257] based on the extent of global reach and financial influence.[258] It is estimated that about 400 financial industry businesses are headquartered in the city,[259] half of which are located in the areas of Mylapore, R. A. Puram, Nungambakkam and T. Nagar.[260]
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The city is base to around 40 percent of India's automobile industry and 45 percent of auto components industry.[261] A large number of automotive companies including Royal enfield, Hyundai, Renault, Robert Bosch, Nissan Motors, Ashok Leyland, Yamaha Motor, Daimler AG, Caterpillar Inc., Komatsu Limited, BharatBenz, Ford, BMW and Mitsubishi have manufacturing plants in Chennai.[262] The Heavy Vehicles Factory at Avadi produces military vehicles, including India's main battle tank: Arjun MBT.[263] The Integral Coach Factory manufactures railway coaches and other rolling stock for Indian Railways.[264] The Ambattur–Padi industrial zone houses many textile manufacturers, and a special economic zone (SEZ) for apparel and footwear manufacturing has been set up in the southern suburbs of the city.[265] Chennai contributes more than 50 percent of India's leather exports.[266]
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Many software and software services companies have development centres in Chennai, which contributed 14 percent of India's total software exports of ₹ 14,42,140 lakh during 2006–07, making it the second largest Indian city software exporter following Bangalore.[246] The Tidel Park in Chennai was billed as Asia's largest IT park when it was built.[267][268] Major software companies have their offices set up here, with some of them making Chennai their largest base.[247]
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Prominent financial institutions, including the World Bank, Standard Chartered Bank, ABN AMRO, Bank of America, The Royal Bank of Scotland, Goldman Sachs, Barclays, HSBC, ING Group, Allianz, Sumitomo Mitsui Banking Corporation, The Bank of Tokyo-Mitsubishi UFJ, Abu Dhabi Commercial Bank, Asian Development Bank, Credit Suisse, BNP Paribas Fortis, Irevna, Deutsche Bank and Citibank have back office and development centre operations in the city.[269] Chennai is home to the national level commercial banks Indian Bank[270] and Indian Overseas Bank[271][272] and many state level co–operative banks, finance and insurance companies. Telecom and Electronics manufacturers based in and around Chennai include Samsung, Nokia Siemens, Motorola, Lenovo, Dell, Force10, Wipro, Flextronics and Siemens among others. Chennai is currently the largest electronics hardware exporter in India, accounting for 45% of the total exports in 2010–11.[273] Telecom giants Ericsson and Alcatel-Lucent, pharmaceuticals giant Pfizer and chemicals giant Dow Chemicals have research and development facilities in Chennai. The TICEL bio–tech park at Taramani[274] and Golden Jubilee bio–tech park at Siruseri[275] houses biotechnology companies and laboratories. Chennai has a stock exchange called the Madras Stock Exchange.[276][277]
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A study conducted by the National Housing Bank on the residential price index of Indian cities showed that Chennai experienced the highest growth after the financial crisis of 2007–2008.[278] Medical tourism is an important part of Chennai's economy with 45 percent of total medical tourists to India making to Chennai.[279] The Tamil film industry[280] and the Tamil television industry are also significant parts of Chennai's economy. The city also has a permanent exhibition complex in Nandambakkam called the Chennai Trade Centre.[281] It hosted the Tamil Nadu Global Investors Meet in 2019 which was a business summit organised by the Government of Tamil Nadu.[282] With 385 ultra-rich living in the city as of 2013, Chennai is positioned in the sixth place among Indian cities that are home to the country's super-rich.[283] The city is the third largest market in India for luxury cars.[284]
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The Reserve Bank of India ranked Chennai as third-largest deposit centre and third-largest credit centre nationwide as of June 2012. Prior to the advent of modern commercial banks, the banking services in the city were offered to the public by Nattukottai Chettiars or Nagarathars, chiefly in and around the neighbourhood of George Town, who offered loans as well as accepted money deposits from the public, in addition to offering loans to the agricultural labourers. Even today, many of the banking offices are housed in heritage structures belonging to the colonial era that are chiefly clustered around Rajaji road in George Town.[285] Chennai is home to the first European-style banking system in India with the establishment of the 'Madras Bank' on 21 June 1683, almost a century before the establishment of the first commercial banks, such as the Bank of Hindustan and the General Bank of India, which were established in 1770 and 1786, respectively.[286] Upon the recommendation of the British Finance Committee on the formation of a government bank, the Madras Bank, then known as the 'Government Bank', started functioning again from 1806. In 1843, the bank merged with the Carnatic Bank (1788), the British Bank of Madras (1795) and the Asiatic Bank (1804) and became the Bank of Madras, which was one of the three Presidency banks of India, the other two being the Bank of Bengal and the Bank of Bombay. In 1921, the three Presidency banks merged to form the Imperial Bank of India, which later became the State Bank of India in 1955.[287]
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Chennai is the headquarters of the Indian Bank, the Indian Overseas Bank and the erstwhile Bharat Overseas Bank, which merged with the Indian Overseas Bank in 2007.[288] The city is home to the south zonal office of the Reserve Bank of India, the country's central bank, along with its zonal training centre and Reserve Bank Staff College, one of the two colleges of the bank.[289] The city also houses the permanent back office of the World Bank, which is one of the largest buildings owned by the bank outside its headquarters in Washington, DC.[290] The Chennai office handles corporate financial, accounting, administrative and IT services of the bank, in addition to several value-added operations of the bank that were earlier handled only in its Washington, DC office, including the bank's analytical work in bond valuation which is estimated to be US$100 billion.[291] Several foreign banks have established their branches in the city. The first Sri Lankan Bank in India was established when the Bank of Ceylon opened its branch in Madras on 31 October 1995.[292]
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As of 2019, the city corporation maintains about 471 bus route roads and 33,0000 interior roads.[293]
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Chennai is one of four Indian cities connected to the rest of the world by undersea fibre-optic cables, the other three being Mumbai, Kochi, and Tuticorin. The city is the landing point of major submarine telecommunication cable networks such as SMW4 (connecting India with Western Europe, Middle East and Southeast Asia), i2i (connecting India with Singapore), TIC (connecting India with Singapore), and BRICS (connecting India with Brazil, Russia, China and South Africa). The 3,175-km-long, 8-fiber-paired i2i has the world's largest design capacity of 8.4 terabits per second.[294][295][296][297] Work to lay a 2,300-km undersea optical submarine cable connecting Andaman and Nicobar Islands to mainland India through Chennai, carrying 100 Gb/sec optical waves, is slated to begin in December 2019 and completed by March 2020. It will connect Port Blair and the islands of Havelock, Little Andaman (Hutbay), Car Nicobar, Kamorta, Great Nicobar, Long Island and Rangat with Indian mainland.[298]
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As of 2013[update], eight mobile phone service companies operate seven GSM networks including Airtel, Aircel, BSNL, Vodafone, Tata Docomo GSM, Idea, Reliance GSM and three CDMA networks including MTS, Relaince CDMA, Tata Docomo CDMA in the city. 2G Mobile internet connections are provided by all the operators and 4G, 3G mobile broadband are provided by few operators in the city. There are four land line companies [299][300] providing Commercial and domestic broadband Internet services. Chennai was the first Indian city to deploy Wi-Fi internet access in a widespread manner.[301] As of 2010[update], there were 9.8 million mobile phone users in Chennai.[302] In 2010, Chennai had the fourth highest number of active Internet users in India, with 2.2 million users.[303] As of 2018, the city topped in broadband speed among Indian cities, with a recorded download speed of 32.67 Mbit/s.[304]
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Major power plants in the city include North Chennai Thermal Power Station, GMR Vasavi Diesel Power Plant, Ennore Thermal Power Station, Basin Bridge Gas Turbine Power Station, Madras Atomic Power Station and Vallur Thermal Power Project. According to the Tamil Nadu Generation and Distribution Corporation Limited (TANGEDCO), as of 2013[update], the city consumes about 20 percent of the electricity in the state of Tamil Nadu. The peak evening demand of the city is 1,500 MW which is about 50 percent of the state's peak evening demand of 3,000 megawatt. This includes 37 percent consumption by the industrial sector, 30 percent by the domestic sector, 18 percent by the agricultural sector, and 11.5 percent by the commercial sector. The peak power consumption is for four months between May and August, with the city consuming the highest during June because it is when the summer peaks. On 20 June 2013, the city consumed the highest of 52,785 MU.[305]
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As of 2014[update], the city consumes around 3.83 crore units of power a day or 1,400 crore units annually. Hourly consumption of power in the city is about 2,000 to 3,000 MW.[306] Availability of power in the city has become a concern in recent years due to increasing demand and slow paced addition of power plants, due to which scheduled power cuts have become increasingly common. However, this situation was eradicated by the end of 2014.[307][308] As of 2016[update], the total electricity consumption by the street lamps in the city is 27 MW, costing about ₹ 60,000,000 per month.[309] The 426 sq km of the city has over 248,000 streetlights, including 88,000 in the newly expanded areas.[310]
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Chennai has world-class medical facilities, including both government-run and private hospitals. The government-aided hospitals include General Hospital, Adyar Cancer Institute, TB Sanatorium, and National Institute of Siddha. The National Institute of Siddha is one of the seven apex national-level educational institutions that promote excellence in Indian system of medicine and Ayurveda.[311] Major hospitals in Chennai include Apollo Hospitals, Apollo Speciality Hospital, SRM Medical College Hospital and Research Centre, Chettinad Health City, MIOT Hospitals, Sri Ramachandra Medical College and Research Institute, Fortis Malar Hospital, Lifeline Hospitals, Vasan Healthcare, Dr Mehta Hospitals, Global Hospitals & Health City, Sankara Nethralaya and Vijaya Medical & Educational Trust.[312] Chennai attracts about 45 percent of health tourists from abroad and 30 percent to 40 percent of domestic health tourists. The city has been termed India's health capital.[313][314][315]
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The city has more than 12,500 beds in its hospitals,[316] including about 5,000 in multi-specialty hospitals in the private sector and over 6,000 beds in the public sector.[317] This works to 2.1 beds per 1,000 population against the national average of less than one bed per 1,000 population and the World Health Organization's norms of three beds per 1,000 persons, higher than any other city in the country.
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The city generates 4,500 tonnes of garbage every day of which 429 tonnes are plastic waste.[318] The city has three dumpyards, one each at Perungudi, Kodungaiyur, and Pallikaranai. The corporation has planned to close these yards and create four new dumpyards at Malaipattu, Minjur, Vallur and Kuthambakkam villages, ranging in size from 20 acres (8 ha) to 100 acres (40 ha).[319][320] The civic body also spends ₹ 400 crore a year on solid-waste management.[321]
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With temples, beaches and centres of historical and cultural significance, including the UNESCO Heritage Site of Mahabalipuram, Chennai is one of the most-visited cities in India. The city serves as the gateway to the southern part of India with tourists landing in the city and then visiting the rest of the region. Chennai was the most-visited Indian city by foreign tourists in 2009 and issued the third-highest number of visas on arrival in 2014.[322][323] In 2011, Chennai was ranked the 41st-most visited city, with 3,174,500 tourists, a 14 percent increase from 2010.[324] About 830,620 domestic tourists arrived in Chennai in March 2011.[313] Chennai's leading tourist countries-of-origin are Sri Lanka, Malaysia, Singapore, the United Kingdom, France and the United States. In 2015, the city received 4,243,700 foreign tourists, making it the third-most-visited city in India after Delhi and Mumbai and 43rd-most visited city in the world by foreign tourists.[12] As of 2012[update], the city had 21 luxury hotels in the five-star category, with over 4,500 rooms in the inventory.[325]
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Chennai is the base for Tamil cinema, sometimes nicknamed as Kollywood, alluding to the neighbourhood of Kodambakkam where a number of film studios are located. Many film personalities have gone on to become politicians including C. N. Annadurai, M. Karunanidhi, M. G. Ramachandran and Jayalalithaa.[326] Chennai hosts major film studios, including AVM Productions, the oldest surviving studio in India.[327] As of 2012[update], there are 120 cinema screens and multiplexes. Major multiplexes include Sathyam Cinemas, Escape cinemas, Devi, Abirami complex and Mayajaal.[328] Chennai's expansive theatre network stages many Tamil plays of many genres: political satire, slapstick comedy, history, mythology and drama.[329][330][331] English plays are popular in the city, along with the more common Tamil-language plays.[332]
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The zoo, beaches and wildlife parks form the primary recreation areas of the city. Chennai has a 19+ km coastline. Marina Beach spans 6 km (3.7 mi) between the deltas of Cooum and Adyar, and is the second-longest urban beach in the world.[333] Elliot's Beach lies south of the Adyar delta. Covelong Beach lies along the Coromandal Coast.[334] Madras Crocodile Bank Trust is a reptile zoo located 40 kilometres (25 mi) south of the city covering an area of 8.5 acres (3.4 ha) and had over 450,000 visitors in 2007. The center has one of the world's largest collections of reptiles and has bred 14 of the 23 existing species of crocodiles and alligators.[335] The Arignar Anna Zoological Park, one of the largest zoological parks in the world, annually attracts nearly 2 million visitors.[336] The city boasts two popular beaches, the Marina and Elliot's. Guindy National Park, a protected area of Tamil Nadu, has a children's park and a snake park, which gained statutory recognition as a medium zoo from the Central Zoo Authority of India in 1995. Chennai is one of the few cities in the world to accommodate a national park, the Guindy National Park, within its limits.[337] An estimated 4.5 percent of the city's area is under green cover.[338] This enables birding. The seven zones of the old corporation limits have about 260 parks, many of which suffer poor maintenance.[339] The city has a per capita park space of 0.41 sq m, which is the least among all metros in India.[339] The eight zones in the newly added areas of the city have about 265 locations that have been identified for development of new parks.[340] The largest park is the 358-acre Tholkappia Poonga, developed to restore the fragile ecosystem of the Adyar estuary.[341] The horticulture department-owned Semmozhi Poonga is a 20-acre downtown botanical garden.[342]
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Chennai houses several theme parks, namely MGM Dizzee World and Queen's Land.[343][344] However, several fatal accidents have occurred in the theme parks.[345] Wonderla plans to open an amusement park in 2017.[346] Other important recreation centres include Madras Boat Club, which is over 140 years old, and Gymkhana Club, which is famous for its 18-hole golf courses. Built in 1867, Madras Boat Club is the second-oldest surviving Indian rowing club.[347]
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Chennai is home to several malls, due to its status as an IT hub.[348][349][350] Major ones include Express Avenue (EA), Citi Centre, Abirami mega mall, Spencer Plaza, Ampa Skywalk, Phoenix Market City and Forum Vijaya Mall.[351] Chennai is an important gold market in India contributing to 45 percent of the 800-tonne annual national gold uptake.[352] The city is also the base to the World Gold Council's India operations. The city's retail industry is majorly concentrated in T. Nagar which accounts for major share jewellery and clothes sold in Chennai.[352] According to the 2012 report by property consultant Cushman & Wakefield, Main Streets Across the World, Khader Nawaz Khan Road at Nungambakkam ranked 10th position in the list of 'Top 10 Global Highest Retail Rental Growth Markets 2012', with 36.7 percent jump in rents.[353]
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The Chennai International Airport is the fourth-busiest in India in terms of passenger traffic behind New Delhi, Mumbai and Bengaluru. It handled about 15.2 million passengers in 2013–2014;[66][354][355] in terms of international passengers, Chennai is the third-busiest airport behind Indira Gandhi International Airport, Delhi, and Chatrapati Shivaji International Airport, Mumbai.[356] Chennai handles 400 flights a day, again placing it fourth among Indian airports. The city is connected to major hubs across Asia, Europe, Middle East and Africa through more than 30 national and international carriers.[357]
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The existing airport is undergoing modernisation and expansion with an addition of 1,069.99 acres (433.01 ha), while a new greenfield airport is to be constructed at an estimated cost of ₹ 2,000 crore in Sriperumbudur on 4,200 acres (17 km2) of land.[358] The new airport is said to be likely to handle cargo spillover traffic from the existing one.[359]
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Chennai hosts the headquarters of the Southern Railway. The city has four main railway terminals. Chennai Central, Chennai Egmore, Chennai Beach and Tambaram. Chennai Central station, the city's largest, provides nationwide access,[360] whereas Chennai Egmore provides access to destinations primarily within Tamil Nadu; however, it also handles a few inter–state trains. A fifth terminal has been proposed to decongest Chennai Central.[361] The Chennai suburban railway network, one of the oldest in the country, facilitates transportation within the city. It consists of four broad-gauge sectors terminating at two locations in the city, namely Chennai Central and Chennai Beach. While three sectors are operated on-grade, the fourth sector is primarily an elevated corridor, linking Chennai Beach to Velachery and is connected with the rest of the rail network.
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Chennai Metro is a rapid-transit system serving the city and was partially commenced on 29 June 2015. To improve the city's public transportation system and prepare the city for the future commuting needs, the Chennai Metro was planned and approved by the state cabinet during 2007 for which construction began on 2009.[362] Phase I of the Chennai Metro network consists of the Blue Line and the Green Line covering a length of 45.1 kilometres (28.0 mi) consisting of 40 stations with Alandur and Chennai Central serving as interchanges. 55% of the corridors in Phase I are underground and the rest are elevated. The first stretch of Phase I, covering seven stations from Koyambedu to Alandur over a distance of 10 kilometres (6.2 mi), began operation on 29 June 2015. As of March 2019, the entire Phase 1 stretching from Chennai Central to Alandur on the Green line and Washermanpet to Chennai International Airport on Blue line are commercially operational, bringing the total operational network over 45 km. With this, the entirety of Phase I is operational. In December 2016, it was announced by Chennai Metro Rail Limited (CMRL) that Phase-2 of Chennai Metro is set to be for a length of 104 km consisting of 104 stations which was subject to approval from the State and Central governments. The Phase 2 was subsequently approved in late 2018, with certain provisos, and soil testing for the various stations are in full swing with construction set to begin in late 2019/ early 2020.[363] As of April 2019 ridership has risen considerably to around 100,000 daily commuters, post the inaugural of the entire Phase I.[364] Phase I-A, which is an extension of the Blue line from Washermanpet to Thiruvottiyur is expected to be inaugurated by June 2020.[365]
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Chennai is connected by the Golden Quadrilateral system of National Highways.[366] It is connected to other Indian cities by four major National Highways (NH) that originate in the city. They are NH 4 to Mumbai (via Bangalore and Pune), NH 5 to Kolkata (linked via NH 6) (via Visakhapatnam and Bhubaneswar), NH 45 to Theni (via Villupuram, Tiruchirapalli and Dindigul) and NH 205 to Madanapalle (via Tirupati). Chennai is connected to other parts of the state and the Union Territory of Puducherry by state highways.[367]
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The government has constructed grade separators and flyovers at major intersections, and built Inner Ring Road and Outer Ring Road.[368][369] The Gemini flyover, built in 1973, crosses over the arterial road, and eases the traffic movements towards Anna Salai and towards the Kathipara Flyover.[368][369] As of 2011[update], according to the Transport Department, there were 25.8 lakh two–wheelers and 5.6 lakh four–wheelers in the city, and the Metropolitan Transport Corporation (MTC) bus fleet were 3,421, equaling 0.1% of all vehicles in the city.[370]
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When opened, the Chennai Mofussil Bus Terminus (CMBT) was the largest bus station in Asia.[371] It is the main intercity bus station of Chennai,[372] administered by seven government-owned transport corporations, which operate intercity and interstate bus services. There are many private bus companies. The MTC provides an exclusive intracity bus service, consisting of 3,421 buses on 724 routes, which provides transportation to 55.2 lakh passengers daily.[368][373] The Tamil Nadu State Transport Corporation operates Volvo air-conditioned services from Chennai to nearby Pondicherry, Vellore, Hosur and Trichy.[374]
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The other means of road transport in the city include vans, regionally known as Maxi Cabs, auto rickshaws, on-call metered taxis and tourist taxis.[375]
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Chennai outer ring road is 62.3 km long connecting NH 45 (GST Road) at Perungalathur, NH 4 (GWT Road) at Nazarathpet, NH 205 (CTH Road) at Nemilicherry(Thiruninravur), NH 5 (GNT Road) at Nallur and TPP road at Minjur under the process by Chennai Metropolitan Area.
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The city is served by two major ports, Chennai Port, one of the largest artificial ports in India, and Ennore Port. Chennai Port is the largest in the Bay of Bengal, with an annual cargo tonnage of 6.146 crore (2010–2011), and the second-largest container-hub in India, with an annual container volume of 15.23 lakh TEUs (2010–2011). The port handles transportation of automobiles, motorcycles and general industrial cargo.[66] The Ennore Port with an annual cargo tonnage of 1.101 crore (2010–2011), handles coal, ore and other bulk and rock mineral products.[376] Royapuram fishing harbour is used by fishing boats and Kattupalli Shipyard near Ennore Port was inaugurated in January 2013.[377][378]
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Newspaper publishing started in Chennai with the launch of a weekly, The Madras Courier, in 1785.[379] It was followed by the weeklies The Madras Gazette and The Government Gazette in 1795. The Spectator, founded in 1836, was the first English newspaper in Chennai to be owned by an Indian and became the city's first daily newspaper in 1853.[380] The first Tamil newspaper, Swadesamitran, was launched in 1899.[379] First Telugu journal printed from Madras was Satya Doota in 1835 and Andhra Patrika found in 1908 was the most successful Telugu newspaper from Madras.[381][382]
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The major English dailies published in Chennai are The Hindu, The New Indian Express, The Deccan Chronicle and The Times of India and many more. The evening dailies are, The Trinity Mirror and The News Today. As of 2004[update], The Hindu was the city's most read English newspaper, with a daily circulation of 267,349.[383] The major business dailies published from the city are The Economic Times, The Hindu Business Line, Business Standard, Mint and The Financial Express. The major Tamil dailies include the Dina Thanthi, Dinakaran, Dina Mani, Dina Malar, The Hindu Tamil,[384] Tamil Murasu, Makkal Kural and Malai Malar. Malayala Manorama and Mathrubhumi are the major Malayalam dailies while major Telugu dailies include Eenadu, Vaartha, Andhra Jyothi and Sakshi.[385] The one and only Hindi Newspaper published from Chennai is the Rajasthan Patrika.[386] The Local weekly Newspapers circulated to residents are T. Nagar Times, Pillar Times, Arcot Road Talk, Chrompet Times.[387] Chennai's First Corporate Leisure Newspaper, The Shopping Express.[388] Magazines published from Chennai include Ananda Vikatan, Kumudam, Kalki, Kungumam, Puthiya Thalaimurai,Thuglak, Frontline and Sportstar
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Doordarshan runs two terrestrial television channels and two satellite television channels from its Chennai centre, which was set up in 1974. Private Tamil satellite television networks such as Sun TV, Raj TV, Zee Tamizh, Star Vijay, Jaya TV, Makkal TV, Vasanth TV, Kalaignar TV, Captain TV and PuthiyaThalaimurai TV broadcast out of Chennai. The Sun Network one of India's largest broadcasting companies is based in the city. While the cable TV service is entirely controlled by the state government,[389] direct–to–home (DTH) is available via DD Direct Plus, Dish TV, Tata Sky, Videocon DTH, Sun direct DTH, Reliance Big TV and Digital TV.[390][391] Chennai is the first city in India to have implemented the Conditional Access System for cable television.[392] Radio broadcasting began in 1924 by the Madras Presidency Radio Club.[393] The radio station at the Rippon Buildings complex was founded in 1930 and was then shifted to All India Radio in 1938.[379] The city has four AM and 11 FM radio stations operated by All India Radio, Anna University and Suryan FM, Radio Mirchi, BIG FM, Hello FM, Radio City, Radio One among others.[394]
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Chennai is home to some of the best educational institutions in the country.[395] The city ranks second among Indian metropolitan city centres with a 90.33 percent literacy rate.[396] Chennai has a mix of public and private schools, some of which also receive financial support from the government.
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The public school system is managed by the Chennai Corporation with an enrollment of 142,387 students in over 330 schools.[397] Tamil and English are the primary medium of instruction, though some schools also use Telugu and Urdu as medium of instruction in their schools.[397] Public schools run by the Chennai Corporation are all affiliated with the Tamil Nadu State Board, while private schools may be affiliated with either of the Tamil Nadu Board of Secondary Education or the Central Board of Secondary Education (CBSE).[398] A few schools are affiliated with the Council for the Indian School Certificate Examinations,[399] the National Institute of Open Schooling (NIOS) board or the Montessori system. Education in Chennai starts with two years of Kindergarten from age three onward and then follows the Indian 10+2+3 plan, ten years of school, two years of higher secondary education, and three years of undergraduate education.[400][401]
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English is the medium of instruction in the majority of institutions for higher education.[397] The University of Madras, founded in 1857, is one of India's first three modern universities.[402] Colleges for science, arts, and commerce degrees are typically affiliated with the University of Madras, which has six campuses in the city.[403] The Indian Institute of Technology Madras (IIT Madras) and the College of Engineering, Guindy, Anna University are two well-known centres for engineering education in the city. The Indian Army's Officers Training Academy is also headquartered in the city.
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Chennai has a plethora of libraries, including British Council Library, American Library, Connemara Public Library, and Anna Centenary Library. The Connemara Public Library is one of four National Depository Centres in India that receive a copy of all newspapers and books published in the country.[404][405] The Anna Centenary Library is the largest library in Asia.[406][407]
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Chennai has two CSIR research institutions namely Central Leather Research Institute and Structural Engineering Research Centre. Chennai Book Fair, an annual book fair organised in Chennai by the Booksellers and Publishers Association of South India (BAPASI), is the largest exhibition for Tamil book publishers to display their books. The fair is typically held for about 10 days between the last week of December and the third week of January.[408] The forty-first edition of the fair was held in 2018. Chennai also has Indian Maritime University to impart quality education in maritime management, engineering, and different pre-sea courses. This is the only central university, headquartered in Chennai to impart maritime education in India.
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Cricket is the most popular sport in Chennai.[409] It was introduced in 1864 with the foundation of the Madras Cricket Club.[410] The M.A. Chidambaram Stadium established in 1916 is among the oldest cricket stadiums in India.[411] The stadium was also one of the venues of the 1987,1996 and 2011 ICC Cricket World Cups. Chemplast Cricket Ground located at the IIT Madras campus is another important venue for cricket matches. Prominent cricketers from the city include former cricket captains S. Venkataraghavan and Kris Srikkanth.[412][413] A cricket fast bowling academy called the MRF Pace Foundation, whose coaches include T. A. Sekhar and Glenn Mcgrath, is based in Chennai.[414][415] Being home to the Indian Premier League (IPL) cricket team Chennai Super Kings, the city hosted the finals of the IPL's 2011 and 2012 series.[416][417]
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The city's football team Chennaiyin FC competes in the Indian Super League, the country's association football league associated with Asian Football Federation and recognized by FIFA. The club uses the Jawaharlal Nehru Stadium nicknamed the Marina Arena as their home ground and are champions of the Indian Super League in 2015 and 2018.
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Chennai was the venue of the 1995 South Asian Games.[418] Chennai is home to a World Series Hockey (WSH) team, the Chennai Cheetahs. The Mayor Radhakrishnan Stadium is associated with hockey and was venue for the international hockey tournament the 2005 Men's Champions Trophy and the 2007 Men's Asia Cup. The Jawaharlal Nehru Stadium is associated for hosting Football and athletic competitions, it also houses a multi–purpose indoor complex for competition in volleyball, basketball and table tennis. Water sports are played in the Velachery Aquatic Complex. Tennis sport is popularising among the city youths, Since 1997 Chennai has been host to the only ATP World Tour event held in India, the Chennai Open[419] which has been shifted to Pune as Maharashtra Open from 2017. Vijay Amritraj, Mahesh Bhupathi Ramesh Krishnan and Somdev Devvarman are tennis players from Chennai.[420]
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Chennai is home to Chennai Slam,[421] two-time national champion of India's top professional basketball division, the UBA Pro Basketball League.
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Madras Boat Club (founded in 1846) and the Royal Madras Yacht Club (founded by Sir Francis Spring in 1911) promote the sailing sports in Chennai, and organise national and international sailing events.[410] Automobile racing in India has been closely connected with Chennai since its beginnings shortly after independence. Motor racing events are held on a special purpose track in Madras Motor Race Track, Sriperumbudur,[422] which has also been the venue for several international competitions.[423] Formula One driver Karun Chandhok was born in Chennai.[424][425]
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Horse racing is held at the Guindy Race Course, while rowing competitions are hosted at the Madras Boat Club. The city has two 18–hole golf courses, the Cosmopolitan Club and the Gymkhana Club, both established in the late nineteenth century. The city has a rugby union team called the Chennai Cheetahs.[426]
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Previous world chess champion Viswanathan Anand grew up in Chennai.[427] Other sports persons of repute from Chennai include table tennis players Sharath Kamal and two–time world carrom champion, Maria Irudayam.[428][429] Chennai was the host of the World Chess Championship 2013 match between Viswanathan Anand and Magnus Carlsen.[430][431]
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The consular presence in the city dates back to 1794, when William Abbott was appointed US consular agent for South India.[433][434][435] As of 2012[update], there were 43 foreign representations in Chennai, including consulates general, deputy high commissions and honorary consulates.[436] The American Consulate in Chennai is one of the top adjudication posts in the world and the number one in processing employment-based visas. It was ranked among the top globally in issuing 'L' and 'H' category visas for workers and professionals and was ranked eighth globally in terms of all category of visas being issued.[437]
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The Foreigners Regional Registration Office (FRRO), which is the office of the field officers in charge of immigration and registration activities in the city, is located at Shastri Bhavan at Haddows Road.[438]
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Chennai has sister city relationships with the following cities of the world:
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1 |
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Madrid (/məˈdrɪd/, Spanish: [maˈðɾið])[n. 1] is the capital and most populous city of Spain. The city has almost 3.3 million[8] inhabitants and a metropolitan area population of approximately 6.5 million. It is the second-largest city in the European Union (EU), surpassed only by Berlin, and its monocentric metropolitan area is the second-largest in the EU, surpassed only by Paris.[9][10][11] The municipality covers 604.3 km2 (233.3 sq mi).[12]
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Madrid lies on the River Manzanares in the centre of both the country and the Community of Madrid region, of which it is also the capital. As the capital city of Spain, seat of government, residence of the Spanish monarch, Madrid is also the political, economic and cultural centre of the country.[13] The mayor is José Luis Martínez-Almeida from the People's Party.
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The Madrid urban agglomeration has the third-largest GDP[14] in the European Union and its influence in politics, education, entertainment, environment, media, fashion, science, culture, and the arts all contribute to its status as one of the world's major global cities.[15][16] Madrid is home to two world-famous football clubs, Real Madrid and Atlético Madrid. Due to its economic output, high standard of living, and market size, Madrid is considered the major financial centre[17] and the leading economic hub of the Iberian Peninsula and of Southern Europe.[18][19] It hosts the head offices of the vast majority of major Spanish companies, such as Telefónica, IAG or Repsol. Madrid is also the 10th most liveable city in the world according to Monocle magazine, in its 2017 index.[20]
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Madrid houses the headquarters of the UN's World Tourism Organization (UNWTO), the Ibero-American General Secretariat (SEGIB), the Organization of Ibero-American States (OEI), and the Public Interest Oversight Board (PIOB). It also hosts major international regulators and promoters of the Spanish language: the Standing Committee of the Association of Spanish Language Academies, headquarters of the Royal Spanish Academy (RAE), the Instituto Cervantes and the Foundation of Urgent Spanish (Fundéu BBVA). Madrid organises fairs such as FITUR,[21] ARCO,[22] SIMO TCI[23] and the Madrid Fashion Week.[24]
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While Madrid possesses modern infrastructure, it has preserved the look and feel of many of its historic neighbourhoods and streets. Its landmarks include the Plaza Mayor, the Royal Palace of Madrid; the Royal Theatre with its restored 1850 Opera House; the Buen Retiro Park, founded in 1631; the 19th-century National Library building (founded in 1712) containing some of Spain's historical archives; many national museums,[25] and the Golden Triangle of Art, located along the Paseo del Prado and comprising three art museums: Prado Museum, the Reina Sofía Museum, a museum of modern art, and the Thyssen-Bornemisza Museum, which complements the holdings of the other two museums.[26] Cibeles Palace and Fountain has become one of the monument symbols of the city.[27][28]
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There are three established theories regarding the origin of the toponym "Madrid" (all of them with problems when it comes to fully explain the phonetic evolution of the toponym along history), namely:[29]
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Although the site of modern-day Madrid has been occupied since prehistoric times,[31][32][33] and there are archaeological remains of Carpetani settlement, Roman villas,[34] a Visigoth basilica near the church of Santa María de la Almudena[35] and three Visigoth necropoleis near Casa de Campo, Tetúan and Vicálvaro,[36] the first historical document about the existence of an established settlement in Madrid dates from the Muslim age. At the second half of the 9th century,[37] Emir Muhammad I of Córdoba built a fortress on a headland near the river Manzanares,[38] as one of the many fortresses he ordered to be built on the border between Al-Andalus and the kingdoms of León and Castile, with the objective of protecting Toledo from the Christian invasions and also as a starting point for Muslim offensives. After the disintegration of the Caliphate of Córdoba, Madrid was integrated in the Taifa of Toledo.
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With the surrender of Toledo to Alfonso VI of León and Castile, the city was conquered by Christians in 1085, and it was integrated into the kingdom of Castile as a property of the Crown.[39] The knight Ivan de Vargas, who distinguished himself in the conquest of Madrid, was the founder of the House of Vargas, from whom the common Spanish surname "Vargas" is derived. Following the conquest, Christians replaced Muslims in the occupation of the centre of the city, while Muslims and Jews settled in the suburbs. The city was confirmed as villa de realengo (linked to the Crown) in 1123, during the reign of Alfonso VII of León and Castile.[40] The 1123 Charter of Otorgamiento established the first explicit limits between Madrid and Segovia, namely the Puerto de El Berrueco and the Puerto de Lozoya.[41] Since 1188, Madrid won the right to be a city with representation in the courts of Castile.[citation needed] In 1202, Alfonso VIII of Castile gave Madrid its first charter to regulate the municipal council,[42] which was expanded in 1222 by Ferdinand III of Castile. The government system of the town was changed to a regimiento of 12 regidores by Alfonso XI of Castile on 6 January 1346.[43]
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Since the mid-13th century and up to the late 14th century, the concejo of Madrid vied for the control of the Real de Manzanares territory against the concejo of Segovia, a powerful town north of the Sierra de Guadarrama mountain range, characterised by its repopulating prowess and its husbandry-based economy, contrasted by the agricultural and less competent in repopulation town of Madrid.[44] After the decline of Sepúlveda, another concejo north of the mountain range, Segovia had become a major actor south of the Guadarrama mountains, expanding across the Lozoya and Manzanares rivers to the north of Madrid and along the Guadarrama river course to its west.[44]
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In 1309, the Courts of Castile convened at Madrid for the first time under Ferdinand IV of Castile, and later in 1329, 1339, 1391, 1393, 1419 and twice in 1435. Since the unification of the kingdoms of Spain under a common Crown, the Courts were convened in Madrid more often.
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During the revolt of the Comuneros, led by Juan de Padilla, Madrid joined the revolt against Emperor Charles V of Germany and I of Spain, but after defeat at the Battle of Villalar, Madrid was besieged and occupied by the royal troops. However, Charles I was generous to the town and gave it the titles of Coronada (Crowned) and Imperial. When Francis I of France was captured at the battle of Pavia, he was imprisoned in Madrid. And in the village is dated the Treaty of Madrid of 1526 (later denounced by the French) that resolved their situation.[45]
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Is seen in the foreground the banks of the Manzanares, crossed by the predecessors to the Segovia Bridge (in the first third), and the Toledo Bridge (further south, right), which was built in a monumental form years later. The most prominent building in the north (left) is the Alcázar, which was part of the walled circuit and which would undergo several fires until the fatal one in 1734 that almost completely destroyed it and was replaced by the current Palacio Real. The following churches are seen in the village (from left to right: San Gil, San Juan, Santiago, San Salvador, Iglesia de San Miguel de los Octoes, San Nicolás, Santa María, San Justo, San Pedro, Capilla del Obispo, San Andrés and, outside the walls, San Francisco), that do not yet have even the profile of domes and chapiters by which they would be characterised in the following centuries. Outside the walls and on the river, there is a craft facility dedicated to the treatment of hides: the Pozacho Tanneries. The recent installation of the court imposed a regalía de aposento tax on private houses, which produced all kinds of resistance including, most notably, the construction of Casas a la malicia.[46]
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The number of urban inhabitants grew from 4,060 in the year 1530 to 37,500 in the year 1594. The poor population of the court was composed of ex-soldiers, foreigners, rogues and Ruanes, dissatisfied with the lack of food and high prices. In June 1561 Philip II of Spain set his court in Madrid, installing it in the old alcázar.[47] Thanks to this, the city of Madrid became the political centre of the monarchy, being the capital of Spain except for a short period between 1601 and 1606 (Philip III's reign), in which the Court was relocated to Valladolid. This fact was decisive for the evolution of the city and influenced its fate. Thus, during the rest of the reign of Philip II, the population boomed, going up from about 18,000 in 1561 to 80,000 in 1598.[48]
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During the reign of Philip III and Philip IV, Madrid saw a period of exceptional cultural brilliance, with the presence of geniuses such as Miguel de Cervantes, Diego Velázquez, Francisco de Quevedo and Lope de Vega.[49]
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The death of Charles II of Spain resulted in the War of the Spanish succession. The city supported the claim of Philip of Anjou as Philip V. While the city was occupied in 1706 by a Portuguese army, who proclaimed king the Archduke Charles of Austria under the name of Charles III, and again in 1710, it remained loyal to Philip V.
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Philip V built the Royal Palace, the Royal Tapestry Factory and the main Royal Academies.[50] But the most important Bourbon was King Charles III of Spain, who was known as "the best mayor of Madrid". Charles III took upon himself the feat of transforming Madrid into a capital worthy of this category. He ordered the construction of sewers, street lighting, cemeteries outside the city, and many monuments (Puerta de Alcalá, Cibeles Fountain), and cultural institutions (El Prado Museum, Royal Botanic Gardens, Royal Observatory, etc.). Despite being known as one of the greatest benefactors of Madrid, his beginnings were not entirely peaceful, as in 1766 he had to overcome the Esquilache Riots, a traditionalist revolt instigated by the nobility and clergy against his reformist intentions, demanding the repeal of the clothing decree ordering the shortening of the layers and the prohibition of the use of hats that hide the face, with the aim of reducing crime in the city.[51]
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The reign of Charles IV of Spain is not very meaningful to Madrid, except for the presence of Goya in the Court, who portrayed the popular and courtly life of the city.
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On 27 October 1807, Charles IV and Napoleon I signed the Treaty of Fontainebleau, which allowed the passage of French troops through Spanish territory to join the Spanish troops and invade Portugal, which had refused to obey the order of international blockade against England. As this was happening, there was the Mutiny of Aranjuez (17 March 1808), by which the crown prince, Ferdinand VII, replaced his father as king. However, when Ferdinand VII returned to Madrid, the city was already occupied by Joachim-Napoléon Murat, so that both the king and his father were virtually prisoners of the French army. Napoleon, taking advantage of the weakness of the Spanish Bourbons, forced both, first the father then the son, to join him in Bayonne, where Ferdinand arrived on 20 April.
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In the absence of the two kings, the situation became more and more tense in the capital. On 2 May, a crowd began to gather at the Royal Palace. The crowd saw the French soldiers pulled out of the palace to the royal family members who were still in the palace. Immediately, the crowd launched an assault on the floats. The fight lasted hours and spread throughout Madrid. Subsequent repression was brutal. In the Paseo del Prado and in the fields of La Moncloa hundreds of patriots were shot due to Murat's order against "Spanish all carrying arms". Paintings such as The Third of May 1808 by Goya reflect the repression that ended the popular uprising on 2 May.[52]
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The Peninsular War against Napoleon, despite the last absolutist claims during the reign of Ferdinand VII, gave birth to a new country with a liberal and bourgeois character, open to influences coming from the rest of Europe. Madrid, the capital of Spain, experienced like no other city the changes caused by this opening and filled with theatres, cafés and newspapers. Madrid was frequently altered by revolutionary outbreaks and pronouncements, such as the 1854 Vicalvarada, led by General Leopoldo O'Donnell and initiating the progressive biennium. However, in the early 20th century Madrid looked more like a small town than a modern city.[citation needed]
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During the first third of the 20th century the population nearly doubled, reaching more than 850,000 inhabitants. New suburbs such as Las Ventas, Tetuán and El Carmen became the homes of the influx of workers, while Ensanche became a middle-class neighbourhood of Madrid.[53]
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The Spanish Constitution of 1931 was the first legislated on the state capital, setting it explicitly in Madrid.
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During the 1930s, Madrid enjoyed "great vitality"; it was demographically young, but also young in the sense of its relation with the modernity.[54] During this time the prolongation of the Paseo de la Castellana towards the North was projected.[55] The proclamation of the Republic slowed down the building of new housing.[56] The tertiary sector gave thrust to the economy.[57] Illiteracy rates were down to below 20%, and the city's cultural life grew notably during the so-called Silver Age of Spanish Culture; the sales of newspaper also increased.[58] Anti-clericalism and Catholicism lived side by side in Madrid; the burning of convents initiated after riots in the city in May 1931 worsened the political environment.[59] The 1934 insurrection largely failed in Madrid.[60]
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|
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Madrid was one of the most heavily affected cities of Spain in the Civil War (1936–1939). The city was a stronghold of the Republican faction from July 1936 and became an international symbol of anti-fascist struggle during the conflict.[61] Its western suburbs were the scene of an all-out battle in November 1936 and during the Civil War the city was also bombed by aeroplanes.[62] The city fell to the Francoists in March 1939.
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A staple of the Post-war Madrid (Madrid de la posguerra) was the widespread use of ration coupons.[63] Meat and fish consumption was scarce, and starvation and lack of proteins were a cause of high mortality.[64] As the protracted right-wing despise towards the city nurtured during the Second Republic turned up to eleven during the war, the victors toyed with the possibility of moving the capital elsewhere (most notably to Seville), yet such plans did not materialize, and the Francoist regime conducted then an attempt to resignificate the city, stemming from the Spanish Imperial ideal.[65]
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The intense demographic growth experienced by the city via mass immigration from the rural areas of the country led to the construction of plenty of housing in the peripheral areas of the city to absorb the new population (reinforcing the processes of social polarization of the city),[66] initially comprising substandard housing (with as many as 50,000 shacks scattered around the city by 1956).[67] A transitional planning intended to temporarily replace the shanty towns were the poblados de absorción, introduced since the mid-1950s in locations such as Canillas, San Fermín, Caño Roto, Villaverde, Pan Bendito [es], Zofío and Fuencarral, aiming to work as a sort of "high-end" shacks (with the destinataries participating in the construction of their own housing) but under the aegis of a wider coordinated urban planning.[68]
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The municipality grew through the annexation of neighbouring municipalities, achieving the present extension of 607 km2 (234.36 sq mi). The south of Madrid became very industrialised, and there were massive migrations from rural areas of Spain into the city. Madrid's newly built north-western districts became the home of the new thriving middle class that appeared as result of the 1960s Spanish economic boom, while the south-eastern periphery became an extensive working-class settlement, which was the base for an active cultural and political reform.[62]
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After the death of Franco and the start of the democratic regime, the 1978 constitution confirmed Madrid as the capital of Spain. The 1979 municipal election brought Madrid's first democratic mayor since the Second Republic.
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Madrid was the scene of some of the most important events of the time, such as the mass demonstrations of support for democracy after the failed coup, 23-F, on 23 February 1981. The first democratic mayors belonged to the centre-left PSOE (Enrique Tierno Galván, Juan Barranco Gallardo). Since the late 1970s and through the 1980s Madrid became the center of the cultural movement known as la Movida. Conversely, just like in the rest of the country, a heroin crisis took a toll in the poor neighborhoods of Madrid in the 1980s.[69]
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Benefiting from increasing prosperity in the 1980s and 1990s, the capital city of Spain consolidated its position as an important economic, cultural, industrial, educational, and technological centre on the European continent.[62] During the mandate as Mayor of José María Álvarez del Manzano construction of traffic tunnels below the city proliferated.[70] The following administrations, also conservative, led by Alberto Ruiz-Gallardón and Ana Botella launched three unsuccessful bids for the 2012, 2016 and 2020 Summer Olympics.[71] By 2005, Madrid was the leading European destination for migrants from developing countries, as well as the largest employer of non-European workforce in Spain.[72] Madrid was a centre of the anti-austerity protests that erupted in Spain in 2011. As consequence of the spillover of the 2008 financial and mortgage crisis, Madrid has been affected by the increasing number of second-hand homes held by banks and house evictions.[73] The mandate of left-wing Mayor Manuela Carmena (2015–2019) delivered the renaturalization of the course of the Manzanares across the city.
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Since the late 2010s, the challenges the city faces include the increasingly unaffordable rental prices (often in parallel with the gentrification and the spike of tourist apartments in the city centre) and the profusion of betting shops in working-class areas, equalled to an "epidemics" among the young people.[74][75]
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Madrid lies on the southern Meseta Central, 60 km south of the Guadarrama mountain range and straddling the Jarama and Manzanares river sub-drainage basins, in the wider Tagus River catchment area. There is a considerable difference in altitude within the city proper ranging from the 700 m (2,297 ft) around Plaza de Castilla in the north of city to the 570 m (1,870 ft) around La China wastewater treatment plant on the Manzanares' riverbanks, near the latter's confluence with the Fuente Castellana thalweg in the south of the city.[76] The Monte de El Pardo (a protected forested area covering over a quarter of the municipality) reaches its top altitude (843 m (2,766 ft)) on its perimeter, in the slopes surrounding El Pardo reservoir [es] located at the north-western end of the municipality, in the Fuencarral-El Pardo district.[77]
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The oldest urban core is located on the hills next to the left bank of the Manzanares River.[78] The city grew to the east, reaching the Fuente Castellana Creek [es] (now the Paseo de la Castellana), and further east reaching the Abroñigal Creek [es] (now the M-30).[78] The city also grew through the annexation of neighbouring urban settlements,[78] including those to the South West on the right bank of the Manzanares.
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Madrid has an inland Mediterranean climate (Köppen Csa)[79] in the western half of the city transitioning to a semi-arid climate (BSk) in the eastern half.[80] Winters are cool due to its altitude, which is approximately 667 m (2,188 ft) above sea level, including sporadic snowfalls and frequent frosts between December and February. Summers are hot, in the warmest month, July, average temperatures during the day range from 32 to 34 °C (90 to 93 °F) depending on location, with maxima commonly climbing over 35 °C (95 °F) during the frequent heat waves. Due to Madrid's altitude and dry climate, diurnal ranges are often significant during the summer. The highest recorded temperature was on 24 July 1995, at 42.2 °C (108.0 °F), and the lowest recorded temperature was on 16 January 1945 at −15.3 °C (4.5 °F). These records were registered at the airport, in the eastern side of the city.[81] Precipitation is concentrated in the autumn and spring, and, together with Athens which has similar annual precipitation, Madrid is the driest capital in Europe. It is particularly sparse during the summer, taking the form of about two showers and/or thunderstorms during the season.
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In the 17th century, the so-called "viajes de agua" (a kind of water channels or qanat) were used to provide water to the city. Some of the most important ones were the Viaje de Amaniel [es] (1610–1621, sponsored by the Crown), the Viaje de Fuente Castellana [es] (1613–1620) and Abroñigal Alto [es]/Abroñigal Bajo [es] (1617–1630), sponsored by the City Council. They were the main infrastructure for the supply of water until the arrival of the Canal de Isabel II in the mid 19th-century.[88]
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Madrid derives almost 73.5 percent of its water supply from dams and reservoirs built on the Lozoya River, such as the El Atazar Dam.[89] This water supply is managed by the Canal de Isabel II, a public entity created in 1851. It is responsible for the supply, depurating waste water and the conservation of all the natural water resources of the Madrid region.
|
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+
|
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The population of Madrid has overall increased since the city became the capital of Spain in the mid-16th century, and has stabilised at approximately 3 million since the 1970s.
|
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+
|
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From 1970 until the mid-1990s, the population dropped. This phenomenon, which also affected other European cities, was caused in part by the growth of satellite suburbs at the expense of the downtown region within the city proper.
|
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+
|
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+
The demographic boom accelerated in the late 1990s and early first decade of the 21st century due to immigration in parallel with a surge in Spanish economic growth.
|
78 |
+
|
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+
The wider Madrid region is the EU region with the highest average life expectancy at birth. The average life expectancy was 82.2 years for males and 87.8 for females in 2016.[90]
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80 |
+
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As the capital city of Spain, the city has attracted many immigrants from around the world, with most of the immigrants coming from Latin American countries.[91] In 2020, around 76 % of the registered population was Spain-born,[92] while, regarding the foreign-born population (24 %),[92] the bulk of it relates to the Americas (around 16 % of the total population), and a lesser fraction of the population is born in other European, Asian and African countries.
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+
|
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As of 2019 the highest rising national group of immigrants was Venezuelans.[93]
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Regarding religious beliefs, according to a 2019 Centro de Investigaciones Sociológicas (CIS) survey with a sample size of 469 respondents, 20.7% of respondents in Madrid identify themselves as practising Catholics, 45.8% as non-practising Catholics, 3.8% as believers of another religion, 11.1% as agnostics, 3.6% as indifferent towards religion, and 12.8% as atheists. The remaining 2.1% did not state their religious beliefs.[94]
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+
The Madrid metropolitan area comprises Madrid and the surrounding municipalities. According to Eurostat, the "metropolitan region" of Madrid has a population of slightly more than 6,271 million people[95] covering an area of 4,609.7 square kilometres (1,780 sq mi). It is the largest in Spain and the third largest in the European Union.[9][10][11]
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|
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The City Council (Ayuntamiento de Madrid) is the body responsible for the government and administration of the municipality. It is formed by the Plenary (Pleno), the Mayor (alcalde) and the Government Board (Junta de Gobierno de la Ciudad de Madrid).
|
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The Plenary of the Ayuntamiento is the body of political representation of the citizens in the municipal government. Its 57 members are elected for a 4-year mandate. Some of its attributions are: fiscal matters, the election and deposition of the mayor, the approval and modification of decrees and regulations, the approval of budgets, the agreements related to the limits and alteration of the municipal term, the services management, the participation in supramunicipal organisations, etc.[96]
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|
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The mayor, the supreme representative of the city, presides over the Ayuntamiento. He is charged with giving impetus to the municipal policies, managing the action of the rest of bodies and directing the executive municipal administration.[97] He is responsible to the Pleno. He is also entitled to preside over the meetings of the Pleno, although this responsility can be delegated to another municipal councillor. José Luis Martínez-Almeida, a member of the People's Party, serves as Mayor since 2019.
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The Government Board consists of the mayor, the deputy mayor(s) and a number of delegates assuming the portfolios for the different government areas. All those positions are held by municipal councillors.[98]
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Since 2007, the Cybele Palace (or Palace of Communications) serves as City Hall.
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Madrid is administratively divided into 21 districts, which are further subdivided into 131 neighbourhoods (barrios):
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Madrid is the capital of the Community of Madrid. The region has its own legislature and it enjoys a wide range of competencies in areas such as social spending, healthcare, education. The seat of the regional parliament, the Assembly of Madrid is located at the district of Puente de Vallecas. The presidency of the regional government is headquartered at the Royal House of the Post Office, at the very centre of the city, the Puerta del Sol.
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Madrid is the capital of the Kingdom of Spain. The King of Spain, whose functions are mainly ceremonial, has their official residence in the Zarzuela Palace. As the seat of the Government of Spain, Madrid also houses the official residence of the President of the Government (Prime Minister) and regular meeting place of the Council of Ministers, the Moncloa Palace, as well as the headquarters of the ministerial departments. Both the residences of the Head of State and Government are located at the northwest of the city. Additionally, the seats of the Lower and Upper Chambers of the Spanish Parliament, the Cortes Generales (respectively, the Palacio de las Cortes and the Palacio del Senado), also lie on Madrid.
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The Madrid Municipal Police (Policía Municipal de Madrid) is the local law enforcement body, dependent on the Ayuntamiento. As of 2018, it had a workforce of 6,190 civil servants.[100]
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The headquarters of both the Directorate-General of the Police and the Directorate-General of the Civil Guard are located in Madrid. The headquarters of the Higher Office of Police of Madrid (Jefatura Superior de Policía de Madrid), the peripheral branch of the National Police Corps with jurisdiction over the region also lies on Madrid.
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Little medieval architecture is preserved in Madrid, mostly in the Almendra Central, including the San Nicolás and San Pedro el Viejo church towers, the church of San Jerónimo el Real, and the Bishop's Chapel. Nor has Madrid retained much Renaissance architecture, other than the Bridge of Segovia and the Convent of Las Descalzas Reales.
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Philip II moved his court to Madrid in 1561 and transformed the town into a capital city. During the Early Hapsburg period, the import of European influences took place, underpinned by the monicker of Austrian style. The Austrian style featured not only Austrian influences but also Italian and Dutch (as well as Spanish), reflecting on the international preeminence of the Hapsburgs.[101] During the second half of the 16th-century the use of pointy slate spires in order to top structures such as church towers was imported to Spain from Central Europe.[102] Slate spires and roofs consequently became a staple of the Madrilenian architecture at the time.[103]
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Stand out architecture in the city dating back to the early 17th-century includes several buildings and structures (most of them attributed to Juan Gómez de Mora) such as the Palace of the Duke of Uceda (1610), the Monastery of La Encarnación (1611–1616); the Plaza Mayor (1617–1619) or the Cárcel de Corte (1629–1641), currently known as the Santa Cruz Palace.[104] The century also saw the construction of the former City Hall, the Casa de la Villa.[105]
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The Imperial College church model dome was imitated in all of Spain. Pedro de Ribera introduced Churrigueresque architecture to Madrid; the Cuartel del Conde-Duque, the church of Montserrat, and the Bridge of Toledo are among the best examples.
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The reign of the Bourbons during the eighteenth century marked a new era in the city. Philip V tried to complete King Philip II's vision of urbanisation of Madrid. Philip V built a palace in line with French taste, as well as other buildings such as St. Michael's Basilica and the Church of Santa Bárbara.
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King Charles III beautified the city and endeavoured to convert Madrid into one of the great European capitals. He pushed forward the construction of the Prado Museum (originally intended as a Natural Science Museum), the Puerta de Alcalá, the Royal Observatory, the Basilica of San Francisco el Grande, the Casa de Correos in Puerta del Sol, the Real Casa de la Aduana, and the General Hospital (which now houses the Reina Sofia Museum and Royal Conservatory of Music). The Paseo del Prado, surrounded by gardens and decorated with neoclassical statues, is an example of urban planning. The Duke of Berwick ordered the construction of the Liria Palace.
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During the early 19th century, the Peninsular War, the loss of viceroyalties in the Americas, and continuing coups limited the city's architectural development (Royal Theatre, the National Library of Spain, the Palace of the Senate, and the Congress). The Segovia Viaduct linked the Royal Alcázar to the southern part of town.
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The list of key figures of madrilenian architecture during the 19th and 20th centuries includes authors such as Narciso Pascual y Colomer, Francisco Jareño y Alarcón [es], Francisco de Cubas, Juan Bautista Lázaro de Diego, Ricardo Velázquez Bosco, Antonio Palacios, Secundino Zuazo, Luis Gutiérrez Soto, Luis Moya Blanco [es] and Alejandro de la Sota.[106]
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From the mid-19th century until the Civil War, Madrid modernised and built new neighbourhoods and monuments. The expansion of Madrid developed under the Plan Castro, resulting in the neighbourhoods of Salamanca, Argüelles, and Chamberí. Arturo Soria conceived the linear city and built the first few kilometres of the road that bears his name, which embodies the idea. The Gran Vía was built using different styles that evolved over time: French style, eclectic, art deco, and expressionist.
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Antonio Palacios built a series of buildings inspired by the Viennese Secession, such as the Palace of Communication, the Círculo de Bellas Artes, and the Río de La Plata Bank (now Instituto Cervantes). Other notable buildings include the Bank of Spain, the neo-Gothic Almudena Cathedral, Atocha Station, and the Catalan art-nouveau Palace of Longoria. Las Ventas Bullring was built, as the Market of San Miguel (Cast-Iron style).
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Following the Francoist takeover that ensued the end of Spanish Civil war, architecture experienced an involution, discarding rationalism and, eclecticism notwithstanding, going back to an overall rather "outmoded" architectural language, with the purpose of turning Madrid into a capital worthy of the "Immortal Spain".[107] Iconic examples of this period include the Ministry of the Air (a case of herrerian revival) and the Edificio España (presented as the tallest building in Europe when it was inaugurated in 1953).[108][107] Many of these buildings distinctly combine the use of brick and stone in the façades.[107] The Casa Sindical marked a breaking point as it was the first to reassume rationalism, although that relinking to modernity was undertaken through the imitation of the Italian Fascist architecture.[107]
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With the advent of Spanish economic development, skyscrapers, such as Torre Picasso, Torres Blancas and Torre BBVA, and the Gate of Europe, appeared in the late 20th century in the city. During the decade of the 2000s, the four tallest skyscrapers in Spain were built and together form the Cuatro Torres Business Area.[109] Terminal 4 at
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Madrid-Barajas Airport was inaugurated in 2006 and won several architectural awards.
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Terminal 4 is one of the world's largest terminal areas[110] and features glass panes and domes in the roof, which allow natural light to pass through.
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Madrid is the European city with the highest number of trees and green surface per inhabitant and it has the second highest number of aligned trees in the world, with 248,000 units, only exceeded by Tokyo. Madrid's citizens have access to a green area within a 15-minute walk. Since 1997, green areas have increased by 16%. At present, 8.2% of Madrid's grounds are green areas, meaning that there are 16 m2 (172 sq ft) of green area per inhabitant, far exceeding the 10 m2 (108 sq ft) per inhabitant recommended by the World Health Organization.
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A great bulk of the most important parks in Madrid are related to areas originally belonging to the royal assets (including El Pardo, Soto de Viñuelas, Casa de Campo, El Buen Retiro, la Florida and the Príncipe Pío hill, and the Queen's Casino).[111] The other main source for the "green" areas are the bienes de propios [es] owned by the municipality (including the Dehesa de la Villa, the Dehesa de Arganzuela or Viveros).[112]
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El Retiro is the most visited location of the city.[113] Having an area bigger than 1.4 km2 (0.5 sq mi) (350 acres), it is the largest park within the Almendra Central, the inner part of the city enclosed by the M-30. Created during the reign of Philip IV (17th century), it was handed over to the municipality in 1868, after the Glorious Revolution.[114][115] It lies next to the Royal Botanical Garden of Madrid.
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Located northwest of the city centre, the Parque del Oeste ("Park of the West") comprises part of the area of the former royal possession of the "Real Florida", and it features a slope as the height decreases down to the Manzanares.[116] Its southern extension includes the Temple of Debod, a transported ancient Egyptian temple.[117]
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Other urban parks are the Parque de El Capricho, the Parque Juan Carlos I (both in northeast Madrid), Madrid Río, the Enrique Tierno Galván Park [es], the San Isidro Park [es] as well as gardens suchs as the Campo del Moro (opened to the public in 1978)[112] and the Sabatini Gardens (opened to the public in 1931)[112] near the Royal Palace.
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Further west, across the Manzanares, lies the Casa de Campo, a large forested area with more than 1700 hectares (6.6 sq mi) where the Madrid Zoo, and the Parque de Atracciones de Madrid amusement park are located. It was ceded to the municipality following the proclamation of the Second Spanish Republic in 1931.[118]
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The Monte de El Pardo is the largest forested area in the municipality. A holm oak forest covering a surface over 16,000 hectares, it is considered the best preserved mediterranean forest in the Community of Madrid and one of the best preserved in Europe.[119] Already mentioned in the Alfonso XI's Libro de la montería [es] from the mid 14th-century, its condition as hunting location linked to the Spanish monarchy help to preserve the environmental value.[119] During the reign of Ferdinand VII the regime of hunting prohibition for the Monte de El Pardo became one of full property and the expropriation of all possessions within its bounds was enforced, with dire consequences for the madrilenians at the time.[120] It is designated as Special Protection Area for bird-life and it is also part of the Regional Park of the High Basin of the Manzanares.
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Other large forested areas include the Soto de Viñuelas, the Dehesa de Valdelatas [es] and the Dehesa de la Villa [es]. As of 2015, the most recent big park in the municipality is the Valdebebas Park. Covering a total area of 4.7 km,2 it is sub-divided in a 3.4 km2 (1.3 sq mi) forest park (the Parque Forestal de Valdebebas [es]), a 0.8 km2 (0.31 sq mi) periurban park as well as municipal garden centres and compost plants.[121]
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After it became the capital of Spain in the 16th century, Madrid was more a centre of consumption than of production or trade. Economic activity was largely devoted to supplying the city's own rapidly growing population, including the royal household and national government, and to such trades as banking and publishing.
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A large industrial sector did not develop until the 20th century, but thereafter industry greatly expanded and diversified, making Madrid the second industrial city in Spain. However, the economy of the city is now becoming more and more dominated by the service sector. A major European financial center, its stock market is the third largest stock market in Europe featuring both the IBEX 35 index and the attached Latibex [es] stock market (with the second most important index for Latin American companies).[122] It concentrates about the 75 % of banking operations in the country.[122]
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Madrid is the 5th most important leading Centre of Commerce in Europe (after London, Paris, Frankfurt and Amsterdam) and ranks 11th in the world.[18] It is the leading Spanish-speaking city in terms of webpage creation.[122]
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As the capital city of the Spanish Empire from 1561, Madrid's population grew rapidly. Administration, banking, and small-scale manufacturing centred on the royal court were among the main activities, but the city was more a locus of consumption than production or trade, geographically isolated as it was before the coming of the railways.
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The Bank of Spain is one of the oldest European central banks. Originally named as the Bank of San Carlos as it was founded in 1782, it was later renamed to Bank of San Fernando in 1829 and ultimately became the Bank of Spain in 1856.[123] Its headquarters are located at the calle de Alcalá.
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The Madrid Stock Exchange was inaugurated on 20 October 1831.[124] Its benchmark stock market index is the IBEX 35.
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Industry started to develop on a large scale only in the 20th century,[125] but then grew rapidly, especially during the "Spanish miracle" period around the 1960s. The economy of the city was then centred on manufacturing industries such as those related to motor vehicles, aircraft, chemicals, electronic devices, pharmaceuticals, processed food, printed materials, and leather goods.[126] Since the restoration of democracy in the late 1970s, the city has continued to expand. Its economy is now among the most dynamic and diverse in the European Union.[127]
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Madrid concentrates activities directly connected with power (central and regional government, headquarters of Spanish companies, regional HQ of multinationals, financial institutions) and with knowledge and technological innovation (research centres and universities). It is one of Europe's largest financial centres and the largest in Spain.[128] The city has 17 universities and over 30 research centres.[128]:52 It is the second metropolis in the EU by population, and the third by gross internal product.[128]:69 Leading employers include Telefónica, Iberia, Prosegur, BBVA, Urbaser, Dragados, and FCC.[128]:569
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The Community of Madrid, the region comprising the city and the rest of municipalities of the province, had a GDP of €220B in 2017, equating to a GDP per capita of €33,800.[129] In 2011 the city itself had a GDP per capita 74% above the national average and 70% above that of the 27 European Union member states, although 11% behind the average of the top 10 cities of the EU.[128]:237–239 Although housing just over 50% of the region's's population, the city generates 65.9% of its GDP.[128]:51 Following the recession commencing 2007/8, recovery was under way by 2014, with forecast growth rates for the city of 1.4% in 2014, 2.7% in 2015 and 2.8% in 2016.[130]:10
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The economy of Madrid has become based increasingly on the service sector. In 2011 services accounted for 85.9% of value added, while industry contributed 7.9% and construction 6.1%.[128]:51 Nevertheless, Madrid continues to hold the position of Spain's second industrial centre after Barcelona, specialising particularly in high-technology production. Following the recession, services and industry were forecast to return to growth in 2014, and construction in 2015.[130]:32[needs update]
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Mean household income and spending are 12% above the Spanish average.[128]:537, 553 The proportion classified as "at risk of poverty" in 2010 was 15.6%, up from 13.0% in 2006 but less than the average for Spain of 21.8%. The proportion classified as affluent was 43.3%, much higher than Spain overall (28.6%).[128]:540–3
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Consumption by Madrid residents has been affected by job losses and by austerity measures, including a rise in sales tax from 8% to 21% in 2012.[131]
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Although residential property prices have fallen by 39% since 2007, the average price of dwelling space was €2,375.6 per sq. m. in early 2014,[130]:70 and is shown as second only to London in a list of 22 European cities.[132]
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Participation in the labour force was 1,638,200 in 2011, or 79.0%. The employed workforce comprised 49% women in 2011 (Spain, 45%).[128]:98 41% of economically active people are university graduates, against 24% for Spain as a whole.[128]:103
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In 2011, the unemployment rate was 15.8%, remaining lower than in Spain as a whole. Among those aged 16–24, the unemployment rate was 39.6%.[128]:97, 100 Unemployment reached a peak of 19.1% in 2013,[130]:17 but with the start of an economic recovery in 2014, employment started to increase.[133] Employment continues to shift further towards the service sector, with 86% of all jobs in this sector by 2011, against 74% in all of Spain.[128] In the second quarter of 2018 the unemployment rate was 10.06%.[134] :117
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The share of services in the city's economy is 86%. Services to business, transport & communications, property & financial together account for 52% of total value added.[128]:51 The types of services that are now expanding are mainly those that facilitate movement of capital, information, goods and persons, and "advanced business services" such as research and development (R&D), information technology, and technical accountancy.[128]:242–3
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Madrid and the wider region's authorities have put a notable effort in the development of logistics infrastructure. Within the city proper, some of the standout centres include Mercamadrid, the Madrid-Abroñigal [es] logistics centre, the Villaverde's Logistics Centre and the Vicálvaro's Logistics Centre to name a few.[135]
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Banks based in Madrid carry out 72% of the banking activity in Spain.[128]:474 The Spanish central bank, Bank of Spain, has existed in Madrid since 1782. Stocks & shares, bond markets, insurance, and pension funds are other important forms of financial institution in the city.
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Madrid is an important centre for trade fairs, many of them coordinated by IFEMA, the Trade Fair Institution of Madrid.[128]:351–2 The public sector employs 18.1% of all employees.[128]:630 Madrid attracts about 8M tourists annually from other parts of Spain and from all over the world, exceeding even Barcelona.[128]:81[128]:362, 374[130]:44 Spending by tourists in Madrid was estimated (2011) at €9,546.5M, or 7.7% of the city's GDP.[128]:375
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The construction of transport infrastructure has been vital to maintain the economic position of Madrid. Travel to work and other local journeys use a high-capacity metropolitan road network and a well-used public transport system.[128]:62–4 In terms of longer-distance transport, Madrid is the central node of the system of autovías and of the high-speed rail network (AVE), which has brought major cities such as Seville and Barcelona within 2.5 hours travel time.[128]:72–75 Also important to the city's economy is Madrid-Barajas Airport, the fourth largest airport in Europe.[128]:76–78 Madrid's central location makes it a major logistical base.[128]:79–80
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As an industrial centre Madrid retains its advantages in infrastructure, as a transport hub, and as the location of headquarters of many companies. Industries based on advanced technology are acquiring much more importance here than in the rest of Spain.[128]:271 Industry contributed 7.5% to Madrid's value-added in 2010.[128]:265 However, industry has slowly declined within the city boundaries as more industry has moved outward to the periphery. Industrial Gross Value Added grew by 4.3% in the period 2003–2005, but decreased by 10% during 2008–2010.[128]:271, 274 The leading industries were: paper, printing & publishing, 28.8%; energy & mining, 19.7%; vehicles & transport equipment, 12.9%; electrical and electronic, 10.3%; foodstuffs, 9.6%; clothing, footwear & textiles, 8.3%; chemical, 7.9%; industrial machinery, 7.3%.[128]:266
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The PSA Peugeot Citroën plant is located in Villaverde district.
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The construction sector, contributing 6.5% to the city's economy in 2010,[128]:265 was a growing sector before the recession, aided by a large transport and infrastructure program. More recently the construction sector has fallen away and earned 8% less in 2009 than it had been in 2000.[128]:242–3 The decrease was particularly marked in the residential sector, where prices dropped by 25%���27% from 2007 to 2012/13[128]:202, 212 and the number of sales fell by 57%.[128]:216
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Madrid is the seat of the World Tourism Organization (UNWTO) and the International Tourism Fair [es] (FITUR).
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In 2018, the city received 10.21 million tourists (53.3% of them international tourists).[136]p. 9 The biggest share of international tourists come from the United States, followed by Italy, France, United Kingdom and Germany.[136]p. 10 As of 2018, the city has 793 hotels, 85,418 hotel places and 43,816 hotel rooms.[136]p. 18 It also had, as of 2018, an estimated 20,217 tourist apartments.[136]p. 20
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The most visited museum was the Museo Nacional Centro de Arte Reina Sofía, with 3.8 million visitors in the sum of its three seats in 2018. Conversely, the Prado Museum had 2.8 million visitors and the Thyssen-Bornemisza Museum 906,815 visitors.[136]p. 32
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By the late 2010s, the gentrification and the spike of tourist apartments in the city centre led to an increase in rental prices, pushing residents out of the city centre.[75] Most of the tourist apartments in Madrid (50–54%) are located in the Centro District.[137] In the Sol neighborhood (part of the latter district), 3 out of 10 homes are dedicated to tourist apartments,[137] and 2 out of 10 are listed in AirBnB.[75] In April 2019 the plenary of the ayuntamiento passed a plan intending to regulate this practice, seeking to greatly limit the number of tourist apartments. The normative would enforce a requirement for independent access to those apartments in and out of the street.[138] However, after the change of government in June 2019, the new municipal administration plans to revert the regulation.[139]
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A recent study placed Madrid 7th among 36 cities as an attractive base for business.[140] It was placed third in terms of availability of office space, and fifth for easy of access to markets, availability of qualified staff, mobility within the city, and quality of life. Its less favourable characteristics were seen as pollution, languages spoken, and political environment. Another ranking of European cities placed Madrid 5th among 25 cities (behind Berlin, London, Paris and Frankfurt), being rated favourably on economic factors and the labour market, and on transport and communication.[141]
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Madrid is an important film and television production hub, whose content is distributed throughout the Spanish-speaking world and abroad. Madrid is often seen as the entry point into the European media market for Latin American media companies, and likewise the entry point into the Latin American markets for European companies.[142] Madrid is the headquarters of media groups such as Radiotelevisión Española, Atresmedia, Mediaset España Comunicación, and Movistar+, which produce numerous films, television shows and series which are distributed globally on various platforms.[143] Since 2018, the region is also home to Netflix's Madrid Production Hub, Mediapro Studio, and numerous others such as Viacom International Studios.[144][145][146][147] As of 2019, the film and television industry in Madrid employs 19,000 people (44% of people in Spain working in this industry).[148]
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RTVE, the state-owned Spanish Radio and Television Corporation is headquartered in Madrid along with all its TV and radio channels and web services (La 1, La 2, Clan, Teledeporte, 24 Horas, TVE Internacional, Radio Nacional de España), Radio Exterior de España, Radio Clásica. The Atresmedia group (Antena 3, La Sexta, Onda Cero) is headquartered in nearby San Sebastián de los Reyes. The television network and media production company, the largest in Spain, Mediaset España Comunicación (Telecinco, Cuatro) maintains its headquarters in Fuencarral-El Pardo district. The Spanish media conglomerate PRISA (Cadena SER, Los 40 Principales, M80 Radio, Cadena Dial) is headquartered in Gran Vía street in central Madrid.
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Madrid is home to numerous newspapers, magazines and publications, including ABC, El País, El Mundo, La Razón, Marca, ¡Hola!, Diario AS, El Confidencial and Cinco Días. The Spanish international news agency EFE maintains its headquarters in Madrid since its inception in 1939. The second news agency of Spain is the privately owned Europa Press, founded and headquartered in Madrid since 1953.
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Madrid is considered one of the top European destinations concerning art museums. Best known is the Golden Triangle of Art, located along the Paseo del Prado and comprising three major museums: the Prado Museum, the Thyssen Bornemisza Museum and the Reina Sofía Museum.
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The Prado Museum (Museo del Prado) is a museum and art gallery that features one of the world's finest collections of European art, from the 12th century to the early 19th century, based on the former Spanish Royal Collection. It has the best collection of artworks by Goya, Velázquez, El Greco, Rubens, Titian, Hieronymus Bosch, José de Ribera, and Patinir as well as works by Rogier van der Weyden, Raphael Sanzio, Tintoretto, Veronese, Caravaggio, Van Dyck, Albrecht Dürer, Claude Lorrain, Murillo, and Zurbarán, among others. Some of the standout works exhibited at the museum include Las Meninas, La maja vestida, La maja desnuda, The Garden of Earthly Delights, The Immaculate Conception and The Judgement of Paris.
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The Thyssen-Bornemisza Museum (Museo Thyssen-Bornemisza) is an art museum that fills the historical gaps in its counterparts' collections: in the Prado's case, this includes Italian primitives and works from the English, Dutch, and German schools, while in the case of the Reina Sofía, the Thyssen-Bornemisza collection, once the second largest private collection in the world after the British Royal Collection,[149] includes Impressionists, Expressionists, and European and American paintings from the second half of the 20th century, with over 1,600 paintings.[150]
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The Reina Sofía National Art Museum (Museo Nacional Centro de Arte Reina Sofía; MNCARS) is Madrid's national museum of 20th-century art. The museum is mainly dedicated to Spanish art. Highlights of the museum include excellent collections of Spain's greatest 20th-century masters, Pablo Picasso, Salvador Dalí, Joan Miró, Juan Gris, and Julio González. Certainly the most famous masterpiece in the museum is Picasso's painting Guernica, depicting the horror of war. The Reina Sofía also hosts a free-access art library.[151]
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The National Archaeological Museum of Madrid (Museo Arqueológico Nacional) shows archaeological finds from Prehistory to the 19th century (including Roman mosaics, Greek ceramics, Islamic art and Romanesque art), especially from the Iberian Peninsula, distributed over three floors. An iconic item in the museum is the Lady of Elche, an Iberian bust from the 4th century BC. Other major pieces include the Lady of Baza, the Lady of Cerro de los Santos, the Lady of Ibiza, the Bicha of Balazote, the Treasure of Guarrazar, the Pyxis of Zamora, the Mausoleum of Pozo Moro or a napier's bones. In addition, the museum has a reproduction of the polychromatic paintings in the Altamira Cave.
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The Royal Academy of Fine Arts of San Fernando (Real Academia de Bellas Artes de San Fernando) houses a fine art collection of paintings ranging the 15th to 20th centuries. The academy is also the headquarters of the Madrid Academy of Art.[n. 2]
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CaixaForum Madrid is a post-modern art gallery in the centre of Madrid, next to the Prado Museum.[154]
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The Royal Palace of Madrid, a massive building characterised by its luxurious rooms, houses rich collections of armours and weapons, as well as the most comprehensive collection of Stradivarius in the world.[155] The Museo de Colecciones Reales [es] is a future museum intended to host the most outstanding pieces of the Royal Collections part of the Patrimonio Nacional. Located next to the Royal Palace and the Almudena, Patrimonio Nacional has tentatively scheduled its opening for 2021.[156]
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The Museum of the Americas (Museo de América) is a national museum that holds artistic, archaeological, and ethnographic collections from the Americas, ranging from the Paleolithic period to the present day.[157]
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Other notable museums include the National Museum of Natural Sciences (the Spain's national museum of natural history),[158] the Naval Museum,[159] the Convent of Las Descalzas Reales (with many works of Renaissance and Baroque art, and Brussels tapestries inspired by paintings of Rubens),[160] the Museum of Lázaro Galdiano (housing a collection specialising in decorative arts, featuring a collection of weapons that features the sword of Pope Innocent VIII),[161] the National Museum of Decorative Arts,[162] the National Museum of Romanticism (focused on 19th century Romanticism),[163] the Museum Cerralbo,[164] the National Museum of Anthropology (featuring as highlight a Guanche mummy from Tenerife)[165] the Sorolla Museum (focused in the namesake Valencian Impressionist painter,[166] also including sculptures by Auguste Rodin, part of Sorolla's personal effects),[167] or the History Museum of Madrid (housing pieces related to the local history of Madrid), the Wax Museum of Madrid, the Railway Museum (located in the building that was once the Delicias Station).
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Major cultural centres in the city include the Fine Arts Circle (one of Madrid's oldest arts centres and one of the most important private cultural centres in Europe, hosting exhibitions, shows, film screenings, conferences and workshops), the Conde Duque cultural centre or the Matadero Madrid, a cultural complex (formerly an abattoir) located by the river Manzanares. The Matadero, created in 2006 with the aim of "promoting research, production, learning, and diffusion of creative works and contemporary thought in all their manifestations", is considered the third most valued cultural institution in Madrid among art professionals.[168]
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Madrid has been one of the great centres of Spanish literature. Some of the best writers of the Spanish Golden Century were born in Madrid, including: Lope de Vega (Fuenteovejuna, The Dog in the Manger, The Knight of Olmedo), who reformed the Spanish theatre, a work continued by Calderon de la Barca (Life is a Dream), Francisco de Quevedo, Spanish nobleman and writer known for his satires, which criticised the Spanish society of his time, and author of El Buscón. And finally, Tirso de Molina, who created the character Don Juan. Cervantes and Góngora also lived in the city, although they were not born there. The homes of Lope de Vega, Quevedo, Gongora and Cervantes are still preserved, and they are all in the Barrio de las Letras (District of Letters).
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Other writers born in Madrid in later centuries have been Leandro Fernandez de Moratín, Mariano José de Larra, Jose de Echegaray (Nobel Prize in Literature), Ramón Gómez de la Serna, Dámaso Alonso, Enrique Jardiel Poncela and Pedro Salinas.
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The "Barrio de las Letras" (Quarter of Letters) owes its name to the intense literary activity developed over the 16th and 17th centuries. Some of the most prominent writers of the Spanish Golden Age settled here, as Lope de Vega, Quevedo or Góngora, and the theatres of Cruz and Príncipe, two of the major comedy theatres of that time. At 87 Calle de Atocha, one of the roads that limit the neighbourhood, was the printing house of Juan Cuesta, where the first edition of the first part of Don Quixote (1604) was published, one of the greatest works of Spanish literature. Most of the literary routes are articulated along the Barrio de las Letras, where you can find scenes from novels of the Siglo de Oro and more recent works like "Bohemian Lights". Although born in Las Palmas de Gran Canaria, realist writer Benito Pérez Galdós is credited with making Madrid the setting for many of his stories, underpinning what has come to be known as the Madrid Galdosiano.[169]
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Madrid is home to the Royal Academy of Spanish Language (RAE), an internationally important cultural institution dedicated to language planning by enacting legislation aimed at promoting linguistic unity within the Hispanic states; this ensures a common linguistic standard, in accordance with its founding statutes "to ensure that the changes undergone [by the language] [...] not break the essential unity that keeps all the Hispanic".[170]
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Madrid is also home to another international cultural institution, the Instituto Cervantes, whose task is the promotion and teaching of the Spanish language as well as the dissemination of the culture of Spain and Hispanic America.
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The National Library of Spain is the largest major public library in Spain. The library's collection consists of more than 26,000,000 items, including 15,000,000 books and other printed materials, 30,000 manuscripts, 143,000 newspapers and serials, 4,500,000 graphic materials, 510,000 music scores, 500,000 maps, 600,000 sound recording, 90,000 audiovisuals, 90,000 electronic documents, more than 500,000 microforms, etc.[171]
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The Madrilenian cuisine has received plenty of influences from other regions of Spain and its own identity actually relies in its ability to assimilate elements from the immigration.[172]
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The cocido madrileño, a chickpea-based stew, is one of the most emblematic dishes of the Madrilenian cuisine.[173] The callos a la madrileña [es] is another traditional winter specialty, usually made of cattle tripes.[174] Other offal dishes typical in the city include the gallinejas [es][174] or grilled pig's ear.[175] Fried squid has become a culinary specialty in Madrid, often consumed in sandwich as bocata de calamares.[174]
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Other generic dishes commonly accepted as part of the Madrilenian cuisine include the potaje [es], the sopa de ajo (Garlic soup), the Spanish omelette, the besugo a la madrileña [es] (bream), caracoles a la madrileña [es] (snails, sp. Cornu aspersum) or the soldaditos de Pavía, the patatas bravas (consumed as snack in bars) or the gallina en pepitoria [es] (hen or chicken cooked with the yolk of hard-boiled eggs and almonds) to name a few.[176][177][172]
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Traditional desserts include torrijas (a variant of French toast consumed in the Easter)[174][178] and bartolillos [es].[177]
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Madrid is reputed to have a "vibrant nightlife".[179] Some of the highlight bustling locations include the surroundings of the Plaza de Santa Ana, Malasaña and La Latina (particularly near the Cava Baja [es]).[179] It is one of the city's main attractions with tapas bars, cocktail bars, clubs, jazz lounges, live music venues and flamenco theatres. Most nightclubs liven up by 1:30 a.m.and stay open until at least 6 a.m.[179]
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Nightlife flourished in the 1980s while Madrid's mayor Enrique Tierno Galván (PSOE) was in office, nurturing the cultural-musical movement known as La Movida.[180] Nowadays, the Malasaña area is known for its alternative scene.
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The area of Chueca has also become a hot spot in the Madrilenian nightlife, especially for the gay population. Chueca is known as gay quarter, comparable to The Castro district in San Francisco.[181]
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The city has venues for performing alternative art and expressive art. They are mostly located in the centre of the city, including in Ópera, Antón Martín, Chueca and Malasaña. There are also several festivals in Madrid, including the Festival of Alternative Art, the Festival of the Alternative Scene.[182][183][184][185]
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The neighbourhood of Malasaña, as well as Antón Martín and Lavapiés, hosts several bohemian cafés/galleries. These cafés are typified with period or retro furniture or furniture found on the street, a colourful, nontraditional atmosphere inside, and usually art displayed each month by a new artist, often for sale. Cafés include the retro café Lolina and bohemian cafés La Ida, La Paca and Café de la Luz in Malasaña, La Piola in Huertas and Café Olmo and Aguardiente in Lavapiés.
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In the neighbourhood of Lavapiés, there are also "hidden houses", which are illegal bars or abandoned spaces where concerts, poetry readings and[186][187][188] the famous Spanish botellón (a street party or gathering that is now illegal but rarely stopped).
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The Auditorio Nacional de Música
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[189] is the main venue for classical music concerts in Madrid. It is home to the Spanish National Orchestra, the Chamartín Symphony Orchestra[190] and the venue for the symphonic concerts of the Community of Madrid Orchestra and the Madrid Symphony Orchestra. It is also the principal venue for orchestras on tour playing in Madrid.
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The Teatro Real is the main opera house in Madrid, located just in front of the Royal Palace, and its resident orchestra is the Madrid Symphony Orchestra.[191] The theatre stages around seventeen opera titles (both own productions and co-productions with other major European opera houses) per year, as well as two or three major ballets and several recitals.
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The Teatro de la Zarzuela is mainly devoted to Zarzuela (the Spanish traditional musical theatre genre), as well as operetta and recitals.[192][193] The resident orchestra of the theatre is the Community of Madrid Orchestra.
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The Teatro Monumental is the concert venue of the RTVE Symphony Orchestra.[194]
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Other concert venues for classical music are the Fundación Joan March and the Auditorio 400, devoted to contemporary music.
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The local feast par excellence is the Day of Isidore the Laborer (San Isidro Labrador), the patron Saint of Madrid, celebrated on 15 May. It is a public holiday. According to tradition, Isidro was a farmworker and well manufacturer born in Madrid in the late 11th century, who lived a pious life and whose corpse was reportedly found to be incorrupt in 1212. Already very popular among the madrilenian people, as Madrid became the capital of the Hispanic Monarchy in 1561 the city council pulled efforts to promote his canonization; the process started in 1562.[195] Isidro was beatified in 1619 and the feast day set on 15 May[196] (he was finally canonized in 1622).[197]
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On 15 May the Madrilenian people gather around the Hermitage of San Isidro [es] and the Prairie of San Isidro [es] (on the right-bank of the Manzanares) often dressed with checkered caps (parpusas [es]) and kerchiefs (safos)[198] characteristic of the chulapos and chulapas, dancing chotis and pasodobles, eating rosquillas and barquillos.[199]
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The Madrilenian LGTB Pride has grown to become the event bringing the most people together in the city each year[200] as well as one of the most importants Pride celebrations worldwide.[201]
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Madrid's Pride Parade began in 1977, in the Chueca neighbourhood, which also marked the beginning of the gay, lesbian, transgender, and bisexual rights movement after being repressed for forty years in a dictatorship.[202] This claiming of LGBT rights has allowed the Pride Parade in Madrid to grow year after year, becoming one of the best in the world. In 2007, this was recognised by the European Pride Owners Association (EPOA) when Madrid hosted Europride, the Official European Pride Parade. It was hailed by the President of the EPOA as “the best Europride in history”.[203] In 2017, Madrid celebrated the 40th anniversary of their first Pride Parade by hosting the WorldPride Madrid 2017. Numerous conferences, seminars and workshops as well as cultural and sports activities took place at the festival, the event being a “kids and family pride” and a source of education. More than one million people attended the pride's central march.[204] The main purpose of the celebration was presenting Madrid and the Spanish society in general as a multicultural, diverse, and tolerant community.[202] The 2018 Madrid Pride roughly had 1.5 million participants.[136]p. 34
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Since Spain legalised same-sex marriage in July 2005,[205] Madrid has become one of the largest hot spots for LGBT culture. With about 500 businesses aimed toward the LGBT community, Madrid has become a “Gateway of Diversity”.[203]
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Despite often being labelled as "having no tradition" by foreigners,[206] the Carnival was popular in Madrid already in the 16th-century. However, during the Francoist dictatorship the carnival was under government ban and the feasts suffered a big blow.[206][207] It has been slowly recovering since then.
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Other signalled days include the regional day (2 May) commemorating the Dos de Mayo Uprising (a public holiday), the feasts of San Antonio de la Florida (13 June), the feast of the Virgen de la Paloma (circa 15 August) or the day of the co-patron of Madrid, the Virgin of Almudena (9 November), although the latter's celebrations are rather religious in nature.[208]
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The most important musical event in the city is the Mad Cool festival; created in 2016, it reached an attendance of 240,000 during the three-day long schedule of the 2018 edition.[136]p. 33
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Madrid hosts the largest plaza de toros (bullring) in Spain, Las Ventas, established in 1929. Las Ventas is considered by many to be the world centre of bullfighting and has a seating capacity of almost 25,000. Madrid's bullfighting season begins in March and ends in October. Bullfights are held every day during the festivities of San Isidro (Madrid's patron saint) from mid May to early June, and every Sunday, and public holiday, the rest of the season. The style of the plaza is Neo-Mudéjar. Las Ventas also hosts music concerts and other events outside of the bullfighting season.
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The main annual international events held in Madrid are:
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Madrid is home to La Liga football club giant Real Madrid, who play their home games at the Santiago Bernabéu. The club is one of the most widely supported teams in the world and their supporters are referred to as madridistas or merengues (Meringues). Real Madrid was selected as the best club of the 20th century (FIFA Club of the Century), being the leader of the European teams ranking and the most valuable sports team in the world. Real is also the worldwide leader with a record 26 international titles.
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Their successful hometown rivals, Atlético Madrid, are also well-supported in the city and play their home games at the Metropolitano Stadium. Their supporters are referred to as colchoneros (The Mattressers), in reference to the team's red and white jersey colours.[209] Atlético is considered a European elite team, having reached in the last ten seasons, three UEFA Europa League titles and two UEFA Champions League finals. Historically nationwide, Atletico has won ten Leagues and ten Cups.
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Madrid has hosted four European Cup/Champions League finals at the Bernabéu, and the 2019 final was played at the Metropolitano. As well, the Bernabéu has hosted the final matches for the national teams competitions UEFA Euro 1964 and 1982 FIFA World Cup.
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Madrid boasts a main place in Spanish basketball, with two ACB clubs, both playing their home games at the Palacio de Deportes (WiZink Center). The Real Madrid's basketball section (founded in 1931) is one of the most decorated European basketball teams, having won most Euroleague throphies (10) than any other team. Madrid's other professional basketball club is Estudiantes another longstanding ACB team, founded in 1948.
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Regarding international competitions, the city hosted the final matches for the 1986 and 2014 FIBA World Cups and the EuroBasket 2007, both held at the Palacio de Deportes.
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State Education in Spain is free, and compulsory from 6 to 16 years. The education system is called LOE (Ley Orgánica de Educación).[210]
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Madrid is home to many public and private universities. Some of them are among the oldest in the world, and many of them are the most prestigious universities in Spain.
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The National Distance Education University (Universidad Nacional de Educación a Distancia; UNED) has as its mission the public service of higher education through the modality of distance education. At more than 205,000 students (2015), UNED has the largest student population in Spain and is one of the largest universities in Europe. Since 1972, UNED has sought to translate into action the principle of equal opportunity in access to higher education through a methodology based on the principles of distance learning and focused on the needs of the student.[citation needed]
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The Complutense University of Madrid (Universidad Complutense de Madrid; UCM) is the second largest university in Spain after UNED and one of the oldest universities in the world. It has over 11,000 staff members and a student population of 117,000. Most of the academic staff is Spanish. It is located on two campuses, the main one of Ciudad Universitaria in the Moncloa-Aravaca district, and the secondary campus of Somosaguas, located outside the city limits in Pozuelo de Alarcón and founded in 1971.[211][212] The Complutense University of Madrid was founded in Alcalá de Henares, old Complutum, by Cardinal Cisneros in 1499. Nevertherless, its real origin dates back to 1293, when King Sancho IV of Castile built the General Schools of Alcalá, which would give rise to Cisnero's Complutense University. During the course of 1509–1510 five schools were already operative: Artes y Filosofía (Arts and Philosophy), Teología (Theology), Derecho Canónico (Canonical Laws), Letras (Liberal Arts) and Medicina (Medicine). In 1836, during the reign of Isabel II, the University was moved to Madrid, where it took the name of Central University and was located at San Bernardo Street. Subsequently, in 1927, a new University City (Ciudad Universitaria) was planned to be built in the district of Moncloa-Aravaca, in lands handed over by the King Alfonso XIII to this purpose. The Spanish Civil War turned the University City into a war zone, causing the destruction of several schools in the area, as well as the loss of part of its rich scientific, artistic and bibliographic heritage.
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In 1970 the Government reformed the High Education, and the Central University became the Complutense University of Madrid. It was then when the new campus at Somosaguas was created to house the new School of Social Sciences. The old Alcalá campus was reopened as the independent UAH, University of Alcalá, in 1977. Complutense also serves to the population of students who select Madrid as their residency during their study abroad period. Students from the United States for example, might go to Madrid on a program like API (Academic Programs International) and study at Complutense for an intense immersion into the Spanish Language. After studying at the University, students return home with a fluent sense of Spanish as well as culture and diversity.[213]
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The Technical University of Madrid (Universidad Politécnica de Madrid; UPM), is the top technical university in Spain. It is the result of the merge of different Technical Schools of Engineering. It shares the Ciudad Universitaria campus with the UCM, while it also owns several schools scattered in the city centre and additional campuses in the Puente de Vallecas district and in the neighbouring municipality of Boadilla del Monte.
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The Autonomous University of Madrid (Universidad Autónoma de Madrid; UAM) was instituted under the leadership of the physicist, Nicolás Cabrera. The Autonomous University is widely recognised for its research strengths in theoretical physics. Known simply as La Autónoma by locals, its main site is the Cantoblanco Campus, located at the North of the municipality, close to its boundaries with the neighbouring municipalities of Alcobendas, San Sebastián de los Reyes and Tres Cantos.
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Located on the main site are the Rectorate building and the Faculties of Science, Philosophy and Fine Arts, Law, Economic Science and Business Studies, Psychology, Higher School of Computing Science and Engineering, and the Faculty of Teacher Training and Education. The UAM is considered the institution to study Law in Spain,[according to whom?][214] The Medical School is sited outside the main site and beside the Hospital Universitario La Paz.[215]
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The private Comillas Pontifical University (Universidad Pontificia Comillas; UPC) has its rectorate and several faculties in Madrid. The private Nebrija University is also based in Madrid. Some of the big public universities headquartered in the surrounding municipalities also have secondary campuses in Madrid proper: it is the case of the Charles III University of Madrid (Universidad Carlos III de Madrid; UC3M) with its main site in Getafe and an educational facility in Embajadores (after signing a deal with the regional government and the city council in 2011)[216] and the King Juan Carlos University (Universidad Rey Juan Carlos; URJC) having its main site in Móstoles and a secondary campus in Vicálvaro. The private Camilo José Cela University (Universidad Camilo José Cela; UCJC) has a postgrade school in Chamberí.
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IE Business School (formerly Instituto de Empresa) has its main campus on the border of the Chamartín and Salamanca districts of Madrid. IE Business School recently ranked #1 in WSJ's 2009 rankings for Best MBA Programs under 2 years. It scored ahead of usual stalwarts, INSEAD and IMD, giving it top billing among International MBA programs. Although based in Barcelona, both IESE Business School and ESADE Business School also have Madrid campuses. These three schools are the top-ranked business schools in Spain, consistently rank among the top 20 business schools globally, and offer MBA programs (in English or Spanish) as well as other business degrees. Madrid is a good destination for business schools and a city much desired by foreign students. The most important Spanish business schools (IESE, IE, ESADE) have invested 125 million euros in expanding their campuses in Madrid in 2020.[217]
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Other Madrid business schools and universities that have MBA programs include: EAE Business School (in English and Spanish), the Charles III University of Madrid through the Centro de Ampliación de Estudios (in English or Spanish); the Comillas Pontifical University (in Spanish only) and the Technical University of Madrid (in Spanish only).
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Madrid is served by several roads and three modes of public surface transport, and two airports, one of them being almost two different airports. A great many important road, rail and air links converge on the capital, providing effective connections with other parts of the metropolitan region and with the rest of Spain and other parts of Europe.
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Cars (except for hybrid and electric vehicles as well as residents and guests) were banned in the Madrid Central low-emission zone in 2018.[218][219] Pollution in the area dropped following the ban.[220][218] In 2016 it was announced that Madrid will stop the use of all diesel powered cars and trucks within the next decade.[221]
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Madrid is the centre of the most important roads of Spain. Already in 1720, the Reglamento General de Postas enacted by Philip V configurated the basis of a radial system of roads in the country.[222]
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Madrid features a number of the most prominent autovías (fast dualled highways), part of the State Road Network [es]. Clock-wise starting from the north: the A-1 (Madrid–Irún–French border), A-2 (Madrid–Zaragoza–Barcelona–French border), A-3 (Madrid–Valencia), A-4 (Madrid–Córdoba–Sevilla–Cádiz), A-5 (Madrid–Badajoz–Portuguese border) and the A-6 (Madrid–A Coruña). The A-42, another highway connecting Madrid to Toledo, is also part of the State Network.
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The M-607 connects Madrid to the Puerto de Navacerrada. It is a fast dualled highway in its initial stretch from Madrid to Colmenar Viejo, and part of the Regional Road Network [es] (in relation to the concerning administration, not to the technical features of the road).
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Due to the large amount of traffic, new toll highways were built parallel to the main national freeways. Their names are R-2 [es], R-3, R-4 and R-5 [es] and they were intended to provide a paid alternative to the often overcrowded free radials. However, except the R-3, they do not end close to the M-30 innermost ring road, as the R-2 finishes in the M-40, the R-4 in the M-50 and the R-5 in the M-40.
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Also Madrid road network includes four orbital ones at different distances from the centre.
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The innermost ring-road, the M-30, is the only one with its path strictly located within the Madrid municipal limits. It is owned by the Madrid City Council and operated by Madrid Calle 30, S.A. It is the busiest Spanish road, famous for its traffic jams. A significant portion of the southern part runs underground parallel to the Manzanares, with tunnel sections of more than 6 kilometres (3.7 miles) in length and 3 to 6 lanes in each direction.
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The second ring-road, the M-40 (part of the State Road Network) circles the city, while also extending to other surrounding municipalities. A NW stretch of the road runs underground, below the southern reaches of the Monte de El Pardo protected area.
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The M-45 partially circles the city, connecting the M-40 and M-50, passing through areas like Villaverde and Vallecas in the South-East of the municipality.
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The M-50, the Madrid's outer ring road, connects municipalities and cities in the metropolitan area, like Fuenlabrada, Móstoles, Getafe, Leganés in the South and Boadilla del Monte and Las Rozas in the West.
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There are four major components of public transport, with many intermodal interchanges. The Consorcio Regional de Transportes de Madrid (CRTM) coordinates the public transport operations across multiple providers in the region,[223][224] harmonizing fares for the commuter rail, rapid transit, light rail and bus transport services provided by different operators.
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The Metro is the rapid transit system serving Madrid as well as some suburbs. Founded in 1919, it underwent extensive enlargement in the second half of the 20th century.[225] It is the second longest metro system in Europe (after London's) at 294 kilometres (183 miles). As of 2019[update], it has 302 stations.[226] Only the Métro of Paris has more stations. It features 13 lines; 12 of them are colour-coded and numbered 1 to 12 (Line 1, Line 2, Line 3, Line 4, Line 5, Line 6, Line 7, Line 8, Line 9, Line 10, Line 11 and Line 12), while the other one, the short Ramal (R), links Ópera to Príncipe Pío.[225]
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Cercanías Madrid is the commuter rail service used for longer distances from the suburbs and beyond into Madrid, consisting of nine lines totalling 578 kilometres (359 miles) and more than 90 stations. With fewer stops inside the centre of the city they are faster than the Metro, but run less frequently. This system is connected with Metro (presently 22 stations) and Light Metro. The lines are named: C-1, C-2, C-3, C-4, C-5, C-7, C-8, C-9, C-10, respectively.
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There is a dense network of bus routes, run by the municipal company Empresa Municipal de Transportes (or EMT Madrid), which operates 24 hours a day; special services called "N lines" are run during nighttime. The special Airport Express Shuttle line connecting the airport with the city centre features distinctively yellow buses. In addition to the urban lines operated by the EMT, the green buses (interurbanos) connect the city with the suburbs. The later lines, while also regulated by the CRTM, are often run by private operators.
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Almost half of all journeys in the metropolitan area are made on public transport, a very high proportion compared with most European cities.[128]:62–4
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Madrid has 15723 taxis around all the city.
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The taxicabs are regulated by a specific sub-division of taxi service, a body dependent of the Madrid City Council. The authorisation entails a badge for the vehicle and a license for the driver, who has to be older than 18.[227] Since the 1970s, the fleet of taxis has remained stable roughly around 16,000 vehicles, accounting for 15,600 in 2014.[228]
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In terms of longer-distance transport, Madrid is the central node of the system of autovías, giving the city direct fast road links with most parts of Spain and with France and Portugal. It is also the focal point of one of the world's three largest high-speed rail systems, Alta Velocidad Española (AVE), which has brought major cities such as Seville and Barcelona within 2.5 hours travel time. There are now 2,900 kilometres (1,800 miles) of AVE track, connecting Madrid with 17 provincial capitals, and further lines are under construction.[128]:72–75
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Also Spain business are designing new high speed trains which will be the new generation AVE 104 like Talgo AVRIL.
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Aside from the local and regional bus commuting services, Madrid is also a node for long-distance bus connections to plenty of national destinations. The Estación Sur de Autobuses [es] in Méndez Álvaro, the busiest bus station in the country,[229] also features international bus connections to cities in Morocco as well as to diverse European destinations.[229]
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Madrid is also home to the Madrid-Barajas Airport, the sixth-largest airport in Europe, handling over 60 million passengers annually, of whom 70% are international travellers, in addition to the majority of Spain's air freight movements.[128]:76–78 Barajas is a major European hub, yet a largely westward facing one, specialized in the Americas, with a comparatively lighter connectivity to Asia.[230] Madrid's location at the centre of the Iberian Peninsula makes it a major logistics base.[128]:79–80 Madrid-Barajas Airport has 4 Terminals and also the terminal 4S, called Satellite terminal, this terminal is 2 kilometres (1.2 miles) from the terminal 4 and connected by an Automated People Mover System (AMP) train.
|
367 |
+
|
368 |
+
The smaller (and older) Cuatro Vientos Airport has a dual military-civilian use and hosts several aviation schools. The Torrejón Air Base, located in the neighbouring municipality of Torrejón de Ardoz, also has a secondary civilian use aside from the military purpose.
|
369 |
+
|
370 |
+
Madrid hosts 121 foreign embassies accredited before Spain,[231] comprising all resident embassies in the country. The headquarters of the Spanish Ministry of Foreign Affairs, European Union and Cooperation, the Spanish Agency for International Development Cooperation and the Diplomatic School are also located in the city.
|
371 |
+
|
372 |
+
Madrid hosts the seat of international organizations such as the United Nations' World Tourism Organization (UNWTO), the Ibero-American General Secretariat (SEGIB), the Organization of Ibero-American States (OEI), the International Youth Organism for Iberoamerica [es] (OIJ), the Ibero-American Organization of Social Security [es] (OISS), the International Organization of Securities Commissions (IOSCO), the Club of Madrid and the International Commission for the Conservation of Atlantic Tunas (ICCAT)
|
373 |
+
|
374 |
+
Madrid has reached twin towns, sister city 'agreements' (acuerdos) with:[232]
|
375 |
+
|
376 |
+
Madrid has reached twin towns, sister city 'minutes' (actas) with:[232]
|
377 |
+
|
378 |
+
Madrid is part of the Union of Ibero-American Capital Cities[234] establishing brotherly relations with the following cities through the issuing of a collective statement in October 1982:
|
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1 |
+
Magnetism is a class of physical phenomena that are mediated by magnetic fields. Electric currents and the magnetic moments of elementary particles give rise to a magnetic field, which acts on other currents and magnetic moments. Magnetism is one aspect of the combined phenomenon of electromagnetism. The most familiar effects occur in ferromagnetic materials, which are strongly attracted by magnetic fields and can be magnetized to become permanent magnets, producing magnetic fields themselves. Demagnetizing a magnet is also possible. Only a few substances are ferromagnetic; the most common ones are iron, cobalt and nickel and their alloys. The prefix ferro- refers to iron, because permanent magnetism was first observed in lodestone, a form of natural iron ore called magnetite, Fe3O4.
|
2 |
+
|
3 |
+
All substances exhibit some type of magnetism. Ferromagnetism is responsible for most of the effects of magnetism encountered in everyday life, but there are actually several types of magnetism. Paramagnetic substances, such as aluminum and oxygen, are weakly attracted to an applied magnetic field; diamagnetic substances, such as copper and carbon, are weakly repelled; while antiferromagnetic materials, such as chromium and spin glasses, have a more complex relationship with a magnetic field. The force of a magnet on paramagnetic, diamagnetic, and antiferromagnetic materials is usually too weak to be felt and can be detected only by laboratory instruments, so in everyday life, these substances are often described as non-magnetic.
|
4 |
+
|
5 |
+
The magnetic state (or magnetic phase) of a material depends on temperature, pressure, and the applied magnetic field. A material may exhibit more than one form of magnetism as these variables change.
|
6 |
+
|
7 |
+
The strength of a magnetic field almost always decreases with distance, though the exact mathematical relationship between strength and distance varies. Different configurations of magnetic moments and electric currents can result in complicated magnetic fields.
|
8 |
+
|
9 |
+
Only magnetic dipoles have been observed, although some theories predict the existence of magnetic monopoles.
|
10 |
+
|
11 |
+
Magnetism was first discovered in the ancient world, when people noticed that lodestones, naturally magnetized pieces of the mineral magnetite, could attract iron.[1] The word magnet comes from the Greek term μαγνῆτις λίθος magnētis lithos,[2] "the Magnesian stone,[3] lodestone." In ancient Greece, Aristotle attributed the first of what could be called a scientific discussion of magnetism to the philosopher Thales of Miletus, who lived from about 625 BC to about 545 BC.[4] The ancient Indian medical text Sushruta Samhita describes using magnetite to remove arrows embedded in a person's body.[5]
|
12 |
+
|
13 |
+
In ancient China, the earliest literary reference to magnetism lies in a 4th-century BC book named after its author, The Sage of Ghost Valley.[6]
|
14 |
+
The 2nd-century BC annals, Lüshi Chunqiu, also notes:
|
15 |
+
"The lodestone makes iron approach, or it attracts it."[7]
|
16 |
+
The earliest mention of the attraction of a needle is in a 1st-century work Lunheng (Balanced Inquiries): "A lodestone attracts a needle."[8]
|
17 |
+
The 11th-century Chinese scientist Shen Kuo was the first person to write—in the Dream Pool Essays—of the magnetic needle compass and that it improved the accuracy of navigation by employing the astronomical concept of true north.
|
18 |
+
By the 12th century, the Chinese were known to use the lodestone compass for navigation. They sculpted a directional spoon from lodestone in such a way that the handle of the spoon always pointed south.
|
19 |
+
|
20 |
+
Alexander Neckam, by 1187, was the first in Europe to describe the compass and its use for navigation. In 1269, Peter Peregrinus de Maricourt wrote the Epistola de magnete, the first extant treatise describing the properties of magnets. In 1282, the properties of magnets and the dry compasses were discussed by Al-Ashraf, a Yemeni physicist, astronomer, and geographer.[9]
|
21 |
+
|
22 |
+
Leonardo Garzoni's only extant work, the Due trattati sopra la natura, e le qualità della calamita, is the first known example of a modern treatment of magnetic phenomena. Written in years near 1580 and never published, the treatise had a wide diffusion. In particular, Garzoni is referred to as an expert in magnetism by Niccolò Cabeo, whose Philosophia Magnetica (1629) is just a re-adjustment of Garzoni's work. Garzoni's treatise was known also to Giovanni Battista Della Porta and William Gilbert.
|
23 |
+
|
24 |
+
In 1600, William Gilbert published his De Magnete, Magneticisque Corporibus, et de Magno Magnete Tellure (On the Magnet and Magnetic Bodies, and on the Great Magnet the Earth). In this work he describes many of his experiments with his model earth called the terrella. From his experiments, he concluded that the Earth was itself magnetic and that this was the reason compasses pointed north (previously, some believed that it was the pole star (Polaris) or a large magnetic island on the north pole that attracted the compass).
|
25 |
+
|
26 |
+
An understanding of the relationship between electricity and magnetism began in 1819 with work by Hans Christian Ørsted, a professor at the University of Copenhagen, who discovered by the accidental twitching of a compass needle near a wire that an electric current could create a magnetic field. This landmark experiment is known as Ørsted's Experiment. Several other experiments followed, with André-Marie Ampère, who in 1820 discovered that the magnetic field circulating in a closed-path was related to the current flowing through a surface enclosed by the path; Carl Friedrich Gauss; Jean-Baptiste Biot and Félix Savart, both of whom in 1820 came up with the Biot–Savart law giving an equation for the magnetic field from a current-carrying wire; Michael Faraday, who in 1831 found that a time-varying magnetic flux through a loop of wire induced a voltage, and others finding further links between magnetism and electricity. James Clerk Maxwell synthesized and expanded these insights into Maxwell's equations, unifying electricity, magnetism, and optics into the field of electromagnetism. In 1905, Albert Einstein used these laws in motivating his theory of special relativity,[10] requiring that the laws held true in all inertial reference frames.
|
27 |
+
|
28 |
+
Electromagnetism has continued to develop into the 21st century, being incorporated into the more fundamental theories of gauge theory, quantum electrodynamics, electroweak theory, and finally the standard model.
|
29 |
+
|
30 |
+
Magnetism, at its root, arises from two sources:
|
31 |
+
|
32 |
+
The magnetic properties of materials are mainly due to the magnetic moments of their atoms' orbiting electrons. The magnetic moments of the nuclei of atoms are typically thousands of times smaller than the electrons' magnetic moments, so they are negligible in the context of the magnetization of materials. Nuclear magnetic moments are nevertheless very important in other contexts, particularly in nuclear magnetic resonance (NMR) and magnetic resonance imaging (MRI).
|
33 |
+
|
34 |
+
Ordinarily, the enormous number of electrons in a material are arranged such that their magnetic moments (both orbital and intrinsic) cancel out. This is due, to some extent, to electrons combining into pairs with opposite intrinsic magnetic moments as a result of the Pauli exclusion principle (see electron configuration), and combining into filled subshells with zero net orbital motion. In both cases, the electrons preferentially adopt arrangements in which the magnetic moment of each electron is canceled by the opposite moment of another electron. Moreover, even when the electron configuration is such that there are unpaired electrons and/or non-filled subshells, it is often the case that the various electrons in the solid will contribute magnetic moments that point in different, random directions so that the material will not be magnetic.
|
35 |
+
|
36 |
+
Sometimes, either spontaneously, or owing to an applied external magnetic field—each of the electron magnetic moments will be, on average, lined up. A suitable material can then produce a strong net magnetic field.
|
37 |
+
|
38 |
+
The magnetic behavior of a material depends on its structure, particularly its electron configuration, for the reasons mentioned above, and also on the temperature. At high temperatures, random thermal motion makes it more difficult for the electrons to maintain alignment.
|
39 |
+
|
40 |
+
Diamagnetism appears in all materials and is the tendency of a material to oppose an applied magnetic field, and therefore, to be repelled by a magnetic field. However, in a material with paramagnetic properties (that is, with a tendency to enhance an external magnetic field), the paramagnetic behavior dominates.[12] Thus, despite its universal occurrence, diamagnetic behavior is observed only in a purely diamagnetic material. In a diamagnetic material, there are no unpaired electrons, so the intrinsic electron magnetic moments cannot produce any bulk effect. In these cases, the magnetization arises from the electrons' orbital motions, which can be understood classically as follows:
|
41 |
+
|
42 |
+
When a material is put in a magnetic field, the electrons circling the nucleus will experience, in addition to their Coulomb attraction to the nucleus, a Lorentz force from the magnetic field. Depending on which direction the electron is orbiting, this force may increase the centripetal force on the electrons, pulling them in towards the nucleus, or it may decrease the force, pulling them away from the nucleus. This effect systematically increases the orbital magnetic moments that were aligned opposite the field and decreases the ones aligned parallel to the field (in accordance with Lenz's law). This results in a small bulk magnetic moment, with an opposite direction to the applied field.
|
43 |
+
|
44 |
+
This description is meant only as a heuristic; the Bohr-van Leeuwen theorem shows that diamagnetism is impossible according to classical physics, and that a proper understanding requires a quantum-mechanical description.
|
45 |
+
|
46 |
+
All materials undergo this orbital response. However, in paramagnetic and ferromagnetic substances, the diamagnetic effect is overwhelmed by the much stronger effects caused by the unpaired electrons.
|
47 |
+
|
48 |
+
In a paramagnetic material there are unpaired electrons; i.e., atomic or molecular orbitals with exactly one electron in them. While paired electrons are required by the Pauli exclusion principle to have their intrinsic ('spin') magnetic moments pointing in opposite directions, causing their magnetic fields to cancel out, an unpaired electron is free to align its magnetic moment in any direction. When an external magnetic field is applied, these magnetic moments will tend to align themselves in the same direction as the applied field, thus reinforcing it.
|
49 |
+
|
50 |
+
A ferromagnet, like a paramagnetic substance, has unpaired electrons. However, in addition to the electrons' intrinsic magnetic moment's tendency to be parallel to an applied field, there is also in these materials a tendency for these magnetic moments to orient parallel to each other to maintain a lowered-energy state. Thus, even in the absence of an applied field, the magnetic moments of the electrons in the material spontaneously line up parallel to one another.
|
51 |
+
|
52 |
+
Every ferromagnetic substance has its own individual temperature, called the Curie temperature, or Curie point, above which it loses its ferromagnetic properties. This is because the thermal tendency to disorder overwhelms the energy-lowering due to ferromagnetic order.
|
53 |
+
|
54 |
+
Ferromagnetism only occurs in a few substances; common ones are iron, nickel, cobalt, their alloys, and some alloys of rare-earth metals.
|
55 |
+
|
56 |
+
The magnetic moments of atoms in a ferromagnetic material cause them to behave something like tiny permanent magnets. They stick together and align themselves into small regions of more or less uniform alignment called magnetic domains or Weiss domains. Magnetic domains can be observed with a magnetic force microscope to reveal magnetic domain boundaries that resemble white lines in the sketch. There are many scientific experiments that can physically show magnetic fields.
|
57 |
+
|
58 |
+
When a domain contains too many molecules, it becomes unstable and divides into two domains aligned in opposite directions, so that they stick together more stably, as shown at the right.
|
59 |
+
|
60 |
+
When exposed to a magnetic field, the domain boundaries move, so that the domains aligned with the magnetic field grow and dominate the structure (dotted yellow area), as shown at the left. When the magnetizing field is removed, the domains may not return to an unmagnetized state. This results in the ferromagnetic material's being magnetized, forming a permanent magnet.
|
61 |
+
|
62 |
+
When magnetized strongly enough that the prevailing domain overruns all others to result in only one single domain, the material is magnetically saturated. When a magnetized ferromagnetic material is heated to the Curie point temperature, the molecules are agitated to the point that the magnetic domains lose the organization, and the magnetic properties they cause cease. When the material is cooled, this domain alignment structure spontaneously returns, in a manner roughly analogous to how a liquid can freeze into a crystalline solid.
|
63 |
+
|
64 |
+
In an antiferromagnet, unlike a ferromagnet, there is a tendency for the intrinsic magnetic moments of neighboring valence electrons to point in opposite directions. When all atoms are arranged in a substance so that each neighbor is anti-parallel, the substance is antiferromagnetic. Antiferromagnets have a zero net magnetic moment, meaning that no field is produced by them. Antiferromagnets are less common compared to the other types of behaviors and are mostly observed at low temperatures. In varying temperatures, antiferromagnets can be seen to exhibit diamagnetic and ferromagnetic properties.
|
65 |
+
|
66 |
+
In some materials, neighboring electrons prefer to point in opposite directions, but there is no geometrical arrangement in which each pair of neighbors is anti-aligned. This is called a spin glass and is an example of geometrical frustration.
|
67 |
+
|
68 |
+
Like ferromagnetism, ferrimagnets retain their magnetization in the absence of a field. However, like antiferromagnets, neighboring pairs of electron spins tend to point in opposite directions. These two properties are not contradictory, because in the optimal geometrical arrangement, there is more magnetic moment from the sublattice of electrons that point in one direction, than from the sublattice that points in the opposite direction.
|
69 |
+
|
70 |
+
Most ferrites are ferrimagnetic. The first discovered magnetic substance, magnetite, is a ferrite and was originally believed to be a ferromagnet; Louis Néel disproved this, however, after discovering ferrimagnetism.
|
71 |
+
|
72 |
+
When a ferromagnet or ferrimagnet is sufficiently small, it acts like a single magnetic spin that is subject to Brownian motion. Its response to a magnetic field is qualitatively similar to the response of a paramagnet, but much larger.
|
73 |
+
|
74 |
+
An electromagnet is a type of magnet in which the magnetic field is produced by an electric current.[13] The magnetic field disappears when the current is turned off. Electromagnets usually consist of a large number of closely spaced turns of wire that create the magnetic field. The wire turns are often wound around a magnetic core made from a ferromagnetic or ferrimagnetic material such as iron; the magnetic core concentrates the magnetic flux and makes a more powerful magnet.
|
75 |
+
|
76 |
+
The main advantage of an electromagnet over a permanent magnet is that the magnetic field can be quickly changed by controlling the amount of electric current in the winding. However, unlike a permanent magnet that needs no power, an electromagnet requires a continuous supply of current to maintain the magnetic field.
|
77 |
+
|
78 |
+
Electromagnets are widely used as components of other electrical devices, such as motors, generators, relays, solenoids, loudspeakers, hard disks, MRI machines, scientific instruments, and magnetic separation equipment. Electromagnets are also employed in industry for picking up and moving heavy iron objects such as scrap iron and steel.[14] Electromagnetism was discovered in 1820.[15]
|
79 |
+
|
80 |
+
As a consequence of Einstein's theory of special relativity, electricity and magnetism are fundamentally interlinked. Both magnetism lacking electricity, and electricity without magnetism, are inconsistent with special relativity, due to such effects as length contraction, time dilation, and the fact that the magnetic force is velocity-dependent. However, when both electricity and magnetism are taken into account, the resulting theory (electromagnetism) is fully consistent with special relativity.[10][16] In particular, a phenomenon that appears purely electric or purely magnetic to one observer may be a mix of both to another, or more generally the relative contributions of electricity and magnetism are dependent on the frame of reference. Thus, special relativity "mixes" electricity and magnetism into a single, inseparable phenomenon called electromagnetism, analogous to how relativity "mixes" space and time into spacetime.
|
81 |
+
|
82 |
+
All observations on electromagnetism apply to what might be considered to be primarily magnetism, e.g. perturbations in the magnetic field are necessarily accompanied by a nonzero electric field, and propagate at the speed of light.[citation needed]
|
83 |
+
|
84 |
+
In a vacuum,
|
85 |
+
|
86 |
+
where μ0 is the vacuum permeability.
|
87 |
+
|
88 |
+
In a material,
|
89 |
+
|
90 |
+
The quantity μ0M is called magnetic polarization.
|
91 |
+
|
92 |
+
If the field H is small, the response of the magnetization M in a diamagnet or paramagnet is approximately linear:
|
93 |
+
|
94 |
+
the constant of proportionality being called the magnetic susceptibility. If so,
|
95 |
+
|
96 |
+
In a hard magnet such as a ferromagnet, M is not proportional to the field and is generally nonzero even when H is zero (see Remanence).
|
97 |
+
|
98 |
+
The phenomenon of magnetism is "mediated" by the magnetic field. An electric current or magnetic dipole creates a magnetic field, and that field, in turn, imparts magnetic forces on other particles that are in the fields.
|
99 |
+
|
100 |
+
Maxwell's equations, which simplify to the Biot–Savart law in the case of steady currents, describe the origin and behavior of the fields that govern these forces. Therefore, magnetism is seen whenever electrically charged particles are in motion—for example, from movement of electrons in an electric current, or in certain cases from the orbital motion of electrons around an atom's nucleus. They also arise from "intrinsic" magnetic dipoles arising from quantum-mechanical spin.
|
101 |
+
|
102 |
+
The same situations that create magnetic fields—charge moving in a current or in an atom, and intrinsic magnetic dipoles—are also the situations in which a magnetic field has an effect, creating a force. Following is the formula for moving charge; for the forces on an intrinsic dipole, see magnetic dipole.
|
103 |
+
|
104 |
+
When a charged particle moves through a magnetic field B, it feels a Lorentz force F given by the cross product:[17]
|
105 |
+
|
106 |
+
where
|
107 |
+
|
108 |
+
Because this is a cross product, the force is perpendicular to both the motion of the particle and the magnetic field. It follows that the magnetic force does no work on the particle; it may change the direction of the particle's movement, but it cannot cause it to speed up or slow down. The magnitude of the force is
|
109 |
+
|
110 |
+
where
|
111 |
+
|
112 |
+
|
113 |
+
|
114 |
+
θ
|
115 |
+
|
116 |
+
|
117 |
+
{\displaystyle \theta }
|
118 |
+
|
119 |
+
is the angle between v and B.
|
120 |
+
|
121 |
+
One tool for determining the direction of the velocity vector of a moving charge, the magnetic field, and the force exerted is labeling the index finger "V", the middle finger "B", and the thumb "F" with your right hand. When making a gun-like configuration, with the middle finger crossing under the index finger, the fingers represent the velocity vector, magnetic field vector, and force vector, respectively. See also right-hand rule.
|
122 |
+
|
123 |
+
A very common source of magnetic field found in nature is a dipole, with a "South pole" and a "North pole", terms dating back to the use of magnets as compasses, interacting with the Earth's magnetic field to indicate North and South on the globe. Since opposite ends of magnets are attracted, the north pole of a magnet is attracted to the south pole of another magnet. The Earth's North Magnetic Pole (currently in the Arctic Ocean, north of Canada) is physically a south pole, as it attracts the north pole of a compass.
|
124 |
+
A magnetic field contains energy, and physical systems move toward configurations with lower energy. When diamagnetic material is placed in a magnetic field, a magnetic dipole tends to align itself in opposed polarity to that field, thereby lowering the net field strength. When ferromagnetic material is placed within a magnetic field, the magnetic dipoles align to the applied field, thus expanding the domain walls of the magnetic domains.
|
125 |
+
|
126 |
+
Since a bar magnet gets its ferromagnetism from electrons distributed evenly throughout the bar, when a bar magnet is cut in half, each of the resulting pieces is a smaller bar magnet. Even though a magnet is said to have a north pole and a south pole, these two poles cannot be separated from each other. A monopole—if such a thing exists—would be a new and fundamentally different kind of magnetic object. It would act as an isolated north pole, not attached to a south pole, or vice versa. Monopoles would carry "magnetic charge" analogous to electric charge. Despite systematic searches since 1931, as of 2010[update], they have never been observed, and could very well not exist.[18]
|
127 |
+
|
128 |
+
Nevertheless, some theoretical physics models predict the existence of these magnetic monopoles. Paul Dirac observed in 1931 that, because electricity and magnetism show a certain symmetry, just as quantum theory predicts that individual positive or negative electric charges can be observed without the opposing charge, isolated South or North magnetic poles should be observable. Using quantum theory Dirac showed that if magnetic monopoles exist, then one could explain the quantization of electric charge—that is, why the observed elementary particles carry charges that are multiples of the charge of the electron.
|
129 |
+
|
130 |
+
Certain grand unified theories predict the existence of monopoles which, unlike elementary particles, are solitons (localized energy packets). The initial results of using these models to estimate the number of monopoles created in the Big Bang contradicted cosmological observations—the monopoles would have been so plentiful and massive that they would have long since halted the expansion of the universe. However, the idea of inflation (for which this problem served as a partial motivation) was successful in solving this problem, creating models in which monopoles existed but were rare enough to be consistent with current observations.[19]
|
131 |
+
|
132 |
+
Some organisms can detect magnetic fields, a phenomenon known as magnetoception. Some materials in living things are ferromagnetic, though it is unclear if the magnetic properties serve a special function or are merely a byproduct of containing iron. For instance, chitons, a type of marine mollusk, produce magnetite to harden their teeth, and even humans produce magnetite in bodily tissue.[21] Magnetobiology studies the effects of magnetic fields on living organisms; fields naturally produced by an organism are known as biomagnetism. Many biological organisms are mostly made of water, and because water is diamagnetic, extremely strong magnetic fields can repel these living things.
|
133 |
+
|
134 |
+
While heuristic explanations based on classical physics can be formulated, diamagnetism, paramagnetism and ferromagnetism can only be fully explained using quantum theory.[22][23]
|
135 |
+
A successful model was developed already in 1927, by Walter Heitler and Fritz London, who derived, quantum-mechanically, how hydrogen molecules are formed from hydrogen atoms, i.e. from the atomic hydrogen orbitals
|
136 |
+
|
137 |
+
|
138 |
+
|
139 |
+
|
140 |
+
u
|
141 |
+
|
142 |
+
A
|
143 |
+
|
144 |
+
|
145 |
+
|
146 |
+
|
147 |
+
{\displaystyle u_{A}}
|
148 |
+
|
149 |
+
and
|
150 |
+
|
151 |
+
|
152 |
+
|
153 |
+
|
154 |
+
u
|
155 |
+
|
156 |
+
B
|
157 |
+
|
158 |
+
|
159 |
+
|
160 |
+
|
161 |
+
{\displaystyle u_{B}}
|
162 |
+
|
163 |
+
centered at the nuclei A and B, see below. That this leads to magnetism is not at all obvious, but will be explained in the following.
|
164 |
+
|
165 |
+
According to the Heitler–London theory, so-called two-body molecular
|
166 |
+
|
167 |
+
|
168 |
+
|
169 |
+
σ
|
170 |
+
|
171 |
+
|
172 |
+
{\displaystyle \sigma }
|
173 |
+
|
174 |
+
-orbitals are formed, namely the resulting orbital is:
|
175 |
+
|
176 |
+
Here the last product means that a first electron, r1, is in an atomic hydrogen-orbital centered at the second nucleus, whereas the second electron runs around the first nucleus. This "exchange" phenomenon is an expression for the quantum-mechanical property that particles with identical properties cannot be distinguished. It is specific not only for the formation of chemical bonds, but also for magnetism. That is, in this connection the term exchange interaction arises, a term which is essential for the origin of magnetism, and which is stronger, roughly by factors 100 and even by 1000, than the energies arising from the electrodynamic dipole-dipole interaction.
|
177 |
+
|
178 |
+
As for the spin function
|
179 |
+
|
180 |
+
|
181 |
+
|
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+
χ
|
183 |
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(
|
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+
|
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+
s
|
186 |
+
|
187 |
+
1
|
188 |
+
|
189 |
+
|
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+
,
|
191 |
+
|
192 |
+
s
|
193 |
+
|
194 |
+
2
|
195 |
+
|
196 |
+
|
197 |
+
)
|
198 |
+
|
199 |
+
|
200 |
+
{\displaystyle \chi (s_{1},s_{2})}
|
201 |
+
|
202 |
+
, which is responsible for the magnetism, we have the already mentioned Pauli's principle, namely that a symmetric orbital (i.e. with the + sign as above) must be multiplied with an antisymmetric spin function (i.e. with a − sign), and vice versa. Thus:
|
203 |
+
|
204 |
+
I.e., not only
|
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+
|
206 |
+
|
207 |
+
|
208 |
+
|
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u
|
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+
|
211 |
+
A
|
212 |
+
|
213 |
+
|
214 |
+
|
215 |
+
|
216 |
+
{\displaystyle u_{A}}
|
217 |
+
|
218 |
+
and
|
219 |
+
|
220 |
+
|
221 |
+
|
222 |
+
|
223 |
+
u
|
224 |
+
|
225 |
+
B
|
226 |
+
|
227 |
+
|
228 |
+
|
229 |
+
|
230 |
+
{\displaystyle u_{B}}
|
231 |
+
|
232 |
+
must be substituted by α and β, respectively (the first entity means "spin up", the second one "spin down"), but also the sign + by the − sign, and finally ri by the discrete values si (= ±½); thereby we have
|
233 |
+
|
234 |
+
|
235 |
+
|
236 |
+
α
|
237 |
+
(
|
238 |
+
+
|
239 |
+
1
|
240 |
+
|
241 |
+
/
|
242 |
+
|
243 |
+
2
|
244 |
+
)
|
245 |
+
=
|
246 |
+
β
|
247 |
+
(
|
248 |
+
−
|
249 |
+
1
|
250 |
+
|
251 |
+
/
|
252 |
+
|
253 |
+
2
|
254 |
+
)
|
255 |
+
=
|
256 |
+
1
|
257 |
+
|
258 |
+
|
259 |
+
{\displaystyle \alpha (+1/2)=\beta (-1/2)=1}
|
260 |
+
|
261 |
+
and
|
262 |
+
|
263 |
+
|
264 |
+
|
265 |
+
α
|
266 |
+
(
|
267 |
+
−
|
268 |
+
1
|
269 |
+
|
270 |
+
/
|
271 |
+
|
272 |
+
2
|
273 |
+
)
|
274 |
+
=
|
275 |
+
β
|
276 |
+
(
|
277 |
+
+
|
278 |
+
1
|
279 |
+
|
280 |
+
/
|
281 |
+
|
282 |
+
2
|
283 |
+
)
|
284 |
+
=
|
285 |
+
0
|
286 |
+
|
287 |
+
|
288 |
+
{\displaystyle \alpha (-1/2)=\beta (+1/2)=0}
|
289 |
+
|
290 |
+
. The "singlet state", i.e. the − sign, means: the spins are antiparallel, i.e. for the solid we have antiferromagnetism, and for two-atomic molecules one has diamagnetism. The tendency to form a (homoeopolar) chemical bond (this means: the formation of a symmetric molecular orbital, i.e. with the + sign) results through the Pauli principle automatically in an antisymmetric spin state (i.e. with the − sign). In contrast, the Coulomb repulsion of the electrons, i.e. the tendency that they try to avoid each other by this repulsion, would lead to an antisymmetric orbital function (i.e. with the − sign) of these two particles, and complementary to a symmetric spin function (i.e. with the + sign, one of the so-called "triplet functions"). Thus, now the spins would be parallel (ferromagnetism in a solid, paramagnetism in two-atomic gases).
|
291 |
+
|
292 |
+
The last-mentioned tendency dominates in the metals iron, cobalt and nickel, and in some rare earths, which are ferromagnetic. Most of the other metals, where the first-mentioned tendency dominates, are nonmagnetic (e.g. sodium, aluminium, and magnesium) or antiferromagnetic (e.g. manganese). Diatomic gases are also almost exclusively diamagnetic, and not paramagnetic. However, the oxygen molecule, because of the involvement of π-orbitals, is an exception important for the life-sciences.
|
293 |
+
|
294 |
+
The Heitler-London considerations can be generalized to the Heisenberg model of magnetism (Heisenberg 1928).
|
295 |
+
|
296 |
+
The explanation of the phenomena is thus essentially based on all subtleties of quantum mechanics, whereas the electrodynamics covers mainly the phenomenology.
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