Category Archives: education

by | 8 July 2025 · 5:49 am

Polish Vernacular Printing Begins

From Poland: The First Thousand Years, by Patrice M. Dabrowski (Cornell University Press, 2014), Kindle pp. 150-151:

With the Renaissance and the increasing numbers of educated Poles came a demand for publications not only in Latin but also in the vernacular.

This was a period when the publishing industry was taking off in this part of Europe. Paper mills in Poland-Lithuania dated from the end of the fifteenth century, and the first printing press was set up in Kraków in 1474, by the Bavarian Kasper Straube. Naturally, Latin books were the first to come off the press, only later to be followed by Polish-language books. The first Polish-language book to be typeset (of course, much earlier there were manuscripts laboriously written out by hand), was the popular Paradise of Souls, which appeared in 1513. It is interesting to note that a Cyrillic-alphabet book was printed in Kraków even prior to that, in 1491, and the first Hungarian-language book was printed in the same city, in 1533. The first Polish grammar book did not come out, however, until 1568.

The sixteenth century proved the Golden Age insofar as the development of writing in the vernacular was concerned. Behind the move to turn Polish into a fully developed literary language was Mikołaj Rey (1505–1569). His famous ditty proclaimed to the world (or certainly, at least, to the Polish-speaking world): iż Polacy nie gęsi, iż swój język mają (that Poles are not geese, that they have their own language). Rey himself had not received a strong classical education, which may explain why he opted to write exclusively in Polish. Still, he penned many works, especially polemical ones, with juicy anecdote and ribald humor.

Rey helped to pave the way for the preeminent poet of the Polish Renaissance, Jan Kochanowski (1530–1584). Unlike Rey, Kochanowski was well educated and more than just conversant in Latin, yet he switched to writing in Polish sometime around 1560, while serving as secretary to King Zygmunt August. Clearly well connected, Kochanowski wrote, among other things, a play for the wedding of Chancellor Jan Zamoyski in 1577. A pure Renaissance drama, The Dismissal of the Greek Envoys boasted a message of pacifism as well as the elegant Polish for which Kochanowski was to become known. He did a magnificent job of translating the biblical Psalms, published in 1579. But Kochanowski will forever be remembered as a loving and doting father—in particular of his daughter Ursula, who died at the tender age of two. Heartbroken, Kochanowski wrote a moving series of nineteen poems lamenting her death, aptly called Laments (Polish: Treny).

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by | 5 July 2025 · 4:58 am

Poland’s Italian Queen

From Poland: The First Thousand Years, by Patrice M. Dabrowski (Cornell University Press, 2014), Kindle pp. 145-146:

Much of this spread of Western ideas, art, and architectural styles took place during the reign of the last two Jagiellonian monarchs. The first of these was Zygmunt I (1506–1548). Although not the youngest of Kazimierz Jagiellończyk’s sons (Fryderyk, the cardinal, was younger than he was), Zygmunt was the youngest sibling to ascend to the throne. It is somewhat paradoxical, thus, that he is referred to as Zygmunt the Old—a sobriquet that reflected the longevity of his rule as well as his life, not to mention the fact that his son and heir was his namesake. Whereas his predecessor (and elder brother Alexander) took as his bride the daughter of a Muscovite grand duke, Zygmunt first turned his sights southward and married a Transylvanian Zapolya. (This, after all, was the brother who had hoped to rule nearby Moldavia.) This did not mean, however, that the king was embroiled in the battle with the Ottomans. Rather, he made peace with these fearsome neighbors, thus putting an end to any sort of Jagiellonian imperial overstretch in the south. After his first wife died, the nearly fifty-year-old Zygmunt was persuaded to look westward for a bride. Bona Sforza of Milan became queen of Poland in 1518.

The Milanese princess facilitated the Poles’ embrace of major culinary as well as cultural contributions, provided by her Italian contacts and retinue—from Renaissance architectural ideas through to the introduction of Italian vegetables. Even today, the bouquet garni that goes into soup—comprised of carrots, parsnips, onions, celery root, leeks, parsley—is referred to in Polish as włoszczyzna (meaning “something Italian,” Włochy being the term for Italy). Yet she did much more than that. Brought up in the heady world of Italian politics, Bona not only bore her husband the requisite children (including a son and heir); she also proved tenacious in her efforts to strengthen both her husband’s position within his kingdom and that of the dynasty. Her perceived interference in the politics of Poland-Lithuania, naturally, was not appreciated by the rank-and-file Polish nobility, who thought her husband allied too closely with the state’s powerful magnates. An increasingly vociferous movement for the “Execution of the Laws” (by which they meant the implementation of previously enacted legislation that would benefit the lesser nobility) shows that rank-and-file nobles feared the rise of absolutism in the country.

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by | 4 July 2025 · 5:42 am

The Jagiellonian Moment, c. 1500

From Poland: The First Thousand Years, by Patrice M. Dabrowski (Cornell University Press, 2014), Kindle pp. 116-120:

Kazimierz IV Jagiellon married Elizabeth, the daughter of Albrecht Habsburg and granddaughter of Sigismund of Luxemburg. She produced for him an abundance of heirs: six sons and five daughters. This situation was enviable in a world where dynasties so often died out but also challenging, in that all this royal blood cried out for distinguished posts. And indeed: the royal pair strove to find places for their children to rule, capitalizing on the still prevalent medieval idea that royal bloodlines were important. All their children were brought up for exalted positions, and many of them would rule on one throne or another (sometimes on several at once). They were given an excellent education under none other than Jan Długosz, former secretary to Bishop Zbigniew Oleśnicki and Kraków canon. His greatest and certainly most durable claim to fame came from his twelve-book Latin-language history of Poland, Annales seu Cronicae Regni Poloniae (Annals or Chronicles of the Kingdom of Poland), which covered the history of the country up to 1480. In addition to royal heads of state, the pupils of the royal tutor Długosz included a future cardinal (Kazimierz’s son Fryderyk) as well as a future saint (his namesake, Kazimierz).

…

A longer period ensued before the same Jagiellon gained control over the Hungarian throne. In Hungary, it was the Transylvanian-born Matthias Corvinus (son of János Hunyadi) who was chosen king in 1458, doubtless in part due to the memory of his father’s military prowess, which he seemed to have inherited. Better known by a nickname taken from the raven (Latin: corvus) on his escutcheon, Corvinus was the first commoner to ascend to the Hungarian throne, and he was an outstanding ruler. He made inroads into what had been Poděbrady’s holdings, annexing Moravia and Silesia as well as the Lusatias. At one point the Hungarian king even occupied Vienna, the Habsburgs’ capital, which he retained control of until his death in the spring of 1490. Władysław followed these developments closely. To strengthen his position as a candidate for the throne, that autumn the Jagiellon secretly married Corvinus’s widow, and she sought to have him gain power in Hungary. Although it may seem paradoxical, there was opposition from Władysław’s own father, who wanted to seat another son, Jan Olbracht, on the Hungarian throne. The men even fought two wars over the succession (so much for family unity). Yet, once the Habsburgs got involved, the tide turned against Jan Olbracht. To keep Hungary and Bohemia safely in Jagiellonian hands, Kazimierz IV Jagiellończyk threw his weight behind his eldest son, already seated on the Bohemian throne.

…

Although in Hungary he was officially hailed as King Ulászló II, Władysław came to be known there as King Bene—this, apparently, from always answering “very well” (bene) to whatever was asked of him. Among other things, in 1514 he allowed the Hungarian nobles to establish the so-called Tripartitum, a new codification of Hungarian law that gave them increased power over their peasants. Yet the Jagiellon was indeed the true ruler of the two countries, though he reconfigured them somewhat, restoring Moravia, Silesia, and Lusatia to the kingdom of Bohemia (they had come under Hungarian control under Matthias Corvinus). He also notably restored Vienna and eastern Austria, which had been occupied by Corvinus, to the Habsburgs—a move that, while keeping Habsburgs from conniving to unseat him, would nonetheless strengthen a future rival to Jagiellonian rule. Władysław lived until 1516, to be succeeded on both thrones by his son Louis (Czech: Ludvik; Hungarian: Lajos). In this way, Jagiellons came to control both the Bohemian Crown of Saint Wenceslas and the Hungarian Crown of Saint Stephen.

But this was only the near realm of Central Europe. All five daughters of Kazimierz Jagiellończyk fared well in the marriage game also. They demonstrated the potential impact of the Jagiellonian dynasty on the German-speaking world. Jadwiga married George the Rich, prince of Bavaria. Another daughter, Barbara, wed another George the Bearded, duke of Saxony. Two other sisters, Anna and Elżbieta, married the dukes of Pomerania and Legnica (German: Liegnitz), respectively; each of these husbands (Bogislaw X and Friedrich II) would be given the sobriquet of Great. Their other sister, Zofia, was the wife of Friedrich von Hohenzollern-Ansbach, elector of Brandenburg. Zofia would give birth to Albrecht von Hohenzollern-Ansbach, who (as we shall see) would be last in the long line of grand masters of the Teutonic Order on the Baltic Sea coast.

All this left the Jagiellons seemingly in a strong position. Men from the dynasty came to control all of East-Central Europe: from Hungary and Bohemia through Poland and Lithuania, putting them in a position to rule over vast territories and peoples. Kazimierz IV Jagiellon ruled Poland and Lithuania, while his son Władysław had ascended to the Crowns of Saint Wenceslas and Saint Stephen—that is, Bohemia and Hungary, respectively. Jagiellons would rule uninterruptedly over these four political entities for some thirty-six years: from 1490 to 1526, their power extended from the Baltic to the Adriatic and nearly all the way to the Black Sea.

That the Jagiellonian Moment in Central and Eastern Europe is so little known has to do with both the nature of Jagiellonian rule and the times in which they lived. With the exception of Lithuania, the countries they ruled—Poland, Bohemia, Hungary—were elective monarchies with relatively powerful, noble-dominated parliaments. In these countries, what was wanted was not an absolute monarch but, rather, someone who would work with the existing parliamentary bodies.

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by | 2 July 2025 · 6:11 am

Dilemmas of Pagan Lithuania

From Poland: The First Thousand Years, by Patrice M. Dabrowski (Cornell University Press, 2014), Kindle pp. 88-90:

The pagan Lithuanians had managed to conquer the western Ruthenian territories (roughly today’s Belarus and Ukraine) at the time of these lands’ greatest weakness. In a relatively short space of time, they made huge advances. Lithuania gained control over Polatsk in 1307, over Minsk in 1340, over Smolensk (a mere 230 miles from Moscow) in 1356, and even over the far-distant Kyiv—the former, great capital of Kyivan Rus’—in 1363.

This tremendous expansion was in part facilitated by the protoplast [= progenitor] of the great Lithuanian dynasty, Gediminas (1315–1341). He was ably assisted by his numerous sons, the most important Kestutis and Algirdas. While Kestutis’s presence could be felt in the Polish southeast in 1376, it was Algirdas who earlier defeated the Golden Horde at Syni Vody (Blue Waters; Polish: Sine Wody) and gained control over Kyiv. The two formed a sort of diarchy—a kind of dual rule that would be inherited by their sons, Jogaila (Algirdas’s favorite son) and Vytautas.

In the process of conquering this large swath of Eastern Europe, the Lithuanian Gediminid dynasty inherited a sizable population that was Slavic and Orthodox—a population that outnumbered the Lithuanians themselves eight to one. The Lithuanians figured mainly as rulers and elites. Most of the East Slavic inhabitants—most notably, the boyars (nobles) of Ruthenia to the south—were members of the Orthodox faith. In other words, they were Christians, but not followers of the Church of Rome.

The pagan Lithuanians within this large multiethnic entity were the nobles and villagers of the north—that is, residing in the core Lithuanian territories, before the decline of Rus’ allowed the Lithuanians to gain control of a good chunk of the Ruthenian lands. This was a small but not insignificant population, especially as it included members of the ruling family, such as the future king of Poland. This expanded Lithuanian state was a completely decentralized entity, with descendants of Gediminas ruling over various sections of the state (and often quarreling among themselves).

Although Lithuanians ruled, the rapid expansion of the state left the initial population, which had yet to establish a written language, with real challenges. How could they rule over Christian, and lettered, peoples? In part this imbalance was ameliorated by the Lithuanians availing themselves of a ready-made state language—the language of the conquered Ruthenes. Intermarriage with Ruthenian princes led to the spread of Ruthenian culture within the Grand Duchy. Many Gediminids became converts to Orthodoxy and otherwise found the culture of the conquered Slavs to be attractive. Some went so far as to ally themselves with the Muscovite state to the east. This most certainly was true of the numerous sons of Algirdas and his first wife, Maria, all of whom embraced Orthodoxy and ruled in the eastern section of the Grand Duchy. (Their half-brother Jogaila long remained a pagan, as did the other children of Algirdas and his second wife, Juliana of Tver—this notwithstanding her Orthodox provenance.)

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by | 30 June 2025 · 1:13 pm

King Kazimierz III the Great

From Poland: The First Thousand Years, by Patrice M. Dabrowski (Cornell University Press, 2014), Kindle pp. 62-63:

King Kazimierz III the Great encouraged Jewish settlement in the Polish lands. The recent incidence of the so-called Black Death in Europe’s west had led Jews there to be turned into scapegoats, leading many to flee eastward. Kazimierz’s reception of the Jewish communities led some even to label him “king of the Jews”—and led Jews to revere his name. In charters granted in 1334, 1364, and 1367, Kazimierz made it clear that Jews were subjects of the Crown, and as such they were protected by it.

Kazimierz was a nearly model medieval monarch. He did more than consolidate and make secure the country’s expanding borders and provide for further economic development. He truly established the Corona Regni Poloniae—the Crown of the Polish Kingdom. No longer were the Polish lands simply the property of the Piast dynasty. As the Crown of the Polish Kingdom, they existed independently, outside the person of the monarch. In this way, one can see parallels between the formation of other states in the region. The united Bohemian lands were also referred to as the Crown of Saint Wenceslas, which Charles IV declared distinct from the fate of the Luxemburg dynasty; a similar understanding took hold in Hungary, which was also known as the Lands of the Crown of Saint Stephen.

Kazimierz drew up a number of statutes that would help shape the administration of the state, especially insofar as laws and the functioning of a judiciary were concerned. He also upheld the country’s defense. Even today, any Polish child can recite the ditty (unpoetically rendered here) that Kazimierz “inherited wooden towns and left them fortified with stone and brick” (Kazimierz miasta zastał drewniane i zostawił murowane). The country underwent a great program of construction. It was funded in part by a land tax paid by peasants (who nonetheless had a favorable view of the monarch, who was also known as “king of the peasants”), in part by income that came from the rich salt mines of Wieliczka and Bochnia in the south of the country. (Even today, the salt mine at Wieliczka—quite a tourist destination—is a testament to the technological feat undertaken in this early period.) Growing exports and tax revenues funded the construction of some fifty castles, and fortification walls were supplied to nearly another thirty towns.

Another major and far-sighted achievement of King Kazimierz the Great was his establishment, in 1364, of a studium generale (variously titled an academy or a university) in his capital of Kraków. Pope Urban V gave his permission for instruction to be provided in canon and civil law and all other faculties except for theology. Nonetheless, Kazimierz’s academy was a secular institution, like the universities of Padua and Bologna. Its establishment boded well for education in the Polish lands. Furthermore, it was a rare distinction in this part of the world: in Central Europe, only Prague can boast of having obtained a university earlier.

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by | 27 June 2025 · 6:01 am

How Ryukyu Became Less Japanese

From Maritime Ryukyu, 1050–1650, by Gregory Smits (University of Hawaii Press, 2018), Kindle pp. 400-403:

Migration was the driving force in early Ryukyuan history. The initial king of the first Shō dynasty, Shō Shishō, may have been a first-generation immigrant to Okinawa. Moving ahead to the early seventeenth century, Yamazaki Nikyū [Morizō, 山崎 二休 守三, not “Nikyūshuzan”!], Kian Nyūdō, and Sōmi Nyūdō were examples of first-generation Japanese immigrants to Ryukyu who served Shō Nei….

Were language barriers significant in the Ryukyu islands or between Ryukyu and Kyushu? Probably, although these barriers are difficult to map from documentary sources. Moreover, sociolinguistic circumstances were probably significant. For example, the two Ryukyuan envoys to Satsuma in 1575 could make themselves understood only with difficulty and therefore had to use interpreters to facilitate negotiations. Those interpreters were sailors. Recall the difficulty that Chinese-employed interpreters experienced during the 1590s distinguishing between Ryukyuan and Japanese sailors on cultural grounds, including language (see chapter 13). It suggests that, at least among seafarers, sharp cultural differences between Japanese and Ryukyuans had yet to emerge. Based on the limited evidence appearing in these pages, there may have been few sharp cultural dividing lines between the Ryukyu islands and maritime regions of Kyushu, even as late as circa 1600. Government officials in Naha and Kagoshima may not have been able to converse freely in 1550, but sailors in the region and Buddhist priests probably would have experienced fewer difficulties. Insofar as cultural barriers remained relatively small across the region through the sixteenth century, the circulation of people must have played a key role.

Closed-off Ryukyu

We know that a significant cultural divide existed between “Ryukyu,” however defined, and Japan circa 1900. If my hypothesis that this divide was present but relatively minor around 1600 is correct, then how did a significant cultural divide develop over the relatively short span of approximately three centuries? Stated differently, what accelerated the rate of cultural change in Ryukyu? There were probably three major contributing factors. The most important was the cessation of the flow of people. During the early seventeenth century, Ryukyu became part of the Shimazu territories, and the practical effect of this change was for it to be closed off from the rest of Japan. The diverse wajin community or communities in the Naha area faded into the broader society. Satsuma prohibited Japanese from traveling to or residing in Ryukyu except for one Satsuma official and his small staff, who kept a low profile, and occasional ship crews from Satsuma, whose range of motion on shore was restricted. At approximately the same time that Satsuma severely restricted the flow of people into and out of Ryukyu, the bakufu was doing the same thing with respect to Japan as a whole. The boundaries of Japan and of Ryukyu became clearer than they had ever been before, and also distinct from each other.

Cultural Policies

Another contributor to the acceleration of cultural divergence were active de-Japanification policies. Satsuma initiated these policies, but Ryukyuan officials carried them out with vigor because they were connected to the very survival of the kingdom. After the failure of bakufu attempts to forge a diplomatic relationship with China in 1615, Satsuma began to fashion Ryukyu into an ostensibly independent country that could serve as a conduit to China. Maintaining the China connection became essential to the continued survival of the Shuri royal court and its officials. In this context, Kumemura, which had been languishing for a century or so, became a magnet for talent throughout the capital area during the latter half of the seventeenth century. Knowledge of Chinese high culture gradually improved among the Ryukyuan elites, some of whom took Chinese names and relocated to Kumemura. The modern notion that Ryukyu was culturally Chinese stems from these early modern circumstances.

Specific de-Japanification policies were intended, not as attempts deeply to transform people’s cultural identity, but to ensure a plausible non-Japanese appearance for Ryukyu in Chinese eyes. Regulations forbade Ryukyuans to appear as Japanese with respect to names, clothing, hairstyle, and language. Similarly, Ryukyuan ships no longer received a -maru name. After the 1620s, Shuri went to great lengths to mask any ties with Japan when Chinese investiture envoys were in Okinawa or when Okinawans were in China. When a disabled Ryukyuan ship drifted toward the Shāndōng coast in 1673, for example, its crew threw all Japanese items overboard. In Miyako, an overseer from Shuri arrived in 1629, in part to ensure that no Japanese language, songs, clothing, names, or other ties to Yamato would be evident when there was even a remote a possibility of any Miyako resident encountering Chinese (for example, when investiture embassies were at sea).

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by | 23 June 2025 · 11:47 am

Buddhism in the Ryukyus

From Maritime Ryukyu, 1050–1650, by Gregory Smits (University of Hawaii Press, 2018), Kindle pp. 326-328:

Ryukyu’s temples were either Shingon or Rinzai Zen. Until approximately the sixteenth century, all or most of their abbots and priests came from Japan. During Shō Shin’s reign, native Ryukyuan priests became increasingly common, although the leadership posts in large temples typically remained in the hands of priests from Japan. As part of their training, Ryukyuan priests often resided in Japan. Therefore, Buddhist temples constituted an important network linking Ryukyu with Japan. Geographically, the most important of these priest-mediated connections to locations in Japan were Kagoshima, Suō Province in western Honshu (the domain of the Ōuchi), and especially the Kyoto Gozan temples.

Buddhist priests served as Ryukyu’s diplomats to powers in Japan, and they typically drafted and transmitted diplomatic correspondence. Because well-trained Buddhist priests could write classical Chinese, they were also in a position to facilitate trade and diplomacy with China. When in 1525 Ryukyu intervened to reduce tensions between Japan and China, priests served as the envoys. During the sixteenth century, priests performed many of the functions that resident Chinese had performed in the previous century. Recall that the population of Kumemura declined significantly during the sixteenth century.

Priests with diplomatic experience sometimes served as foreign-policy or general political advisers. For example, it is likely that the Ryukyuan Rinzai priest Kakuō (dates unknown) of Tenkaiji served as a political adviser to Shō Sei circa the 1530s. We have seen that the Satsuma Rinzai priest Nanpo Bunshi was an influential political adviser and diplomat during the years leading up to the 1609 war. When that war broke out, the king called on the Ryukyuan priest Kikuin (d. 1620) to serve as lead negotiator, in part because he had lived in Satsuma and was on good terms with Bunshi and several leaders of the invading force. Trusted by both Satsuma and the king, Kikuin served as Ryukyu’s prime minster (kokusō) until 1616.

Buddhist temples functioned as academic centers that could provide knowledge and know-how to Ryukyuan rulers. Priests were involved in culture, scholarship, and essential functions of state. Their activities included inscribing Shō Taikyū’s bells, creating the Omoro sōshi by writing down the songs, inscribing many of the monuments of Shō Shin and his successors, and drafting letters from the king to send to powers in Japan. During the sixteenth century, Buddhist priests served as tutors to elite Ryukyuans, Kaiin being the outstanding example (chapter 8). Moreover, we have seen that Enkakuji played a role in the education of the sons of elite families in Amami-Ōshima, and it likely functioned similarly vis-à-vis other islands.

Although Buddhism, Chinese thought, and native religion often occupied separate textual, rhetorical, and ritual realms, Shō Shin and his successors combined all three into a potent synthesis to enhance royal authority and defend the state. Some priests undoubtedly pursued Buddhist enlightenment through their own study and practice. Nevertheless, Buddhism in Ryukyu functioned mainly as a public state institution, not as a private spiritual path.

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by | 19 April 2025 · 9:27 am

Overseas Chinese and Qing Reforms

From The Chinese Question: The Gold Rushes and  Global Politics, by Mae Ngai (W. W. Norton, 2021), Kindle pp. 298-301:

After the Opium Wars, the Qing had struggled to figure out how to relate to the West, how to develop domestic industry, how to enact administrative reforms. But even as foreign businesses and culture were implanted in China, especially in the treaty ports and in industrializing areas, modernizing efforts were slowed by internal divisions within the Qing and by the weight of vested bureaucratic interests, not to mention the inertia of China’s long dynastic tradition. By the late nineteenth century, the Qing teetered on the brink of fiscal insolvency, the result of the high cost of the military suppression of the Taiping and other domestic rebellions, which had ravaged southern and central China (1850–64), and of its foreign indemnities.

Chinese emigrants living abroad in the Anglo-American world were not marginal actors in the history of the late Qing. Those who went to the gold rushes were among the first Chinese to experience the West first hand. Their participation in the gold rushes in North America and Australasia in the late nineteenth century and in the revival of the gold industry in South Africa in the early twentieth were integral to a new era of long-distance migrations and global trade that transformed international finance and political relations. Chinese gold miners contributed to the global financial hegemony of Great Britain, and then the United States, based on the power of the gold. Their contribution was doubly ironic. At one level, the gold rushes both materially and symbolically consolidated the shift to gold-based trade and investment in the global economy, which disadvantaged China. At another level, the presence of Chinese on the goldfields and in other industries gave rise to racial conflict and discrimination, violence, and finally, legal policies of exclusion from immigration and citizenship, which policies also disadvantaged China. Chinese exclusion did not directly cause either the West’s rise or China’s decline. But it was part of a constellation of policies that privileged Anglo-American settler nationalism, and that contributed to China’s oppression in myriad ways. The exclusion laws, moreover, loom large in nineteenth-century Chinese history because they were, along with the unequal treaties, the most potent symbols of China’s humiliation on the global stage.

But if Chinese emigrants were despised and marginalized by Euro-American societies, they were also conduits of knowledge and resources to their hometowns and regions. They built dense networks—migration, commercial, and political networks—across the Pacific that contributed to an emergent Chinese nationalism at the turn of the twentieth century. The anti-American boycott exemplified this national consciousness, which connected diasporic communities with the urban middle classes in China and linked the injustice of the exclusion laws to China’s weakness as a nation.

The Qing, while fiscally enfeebled and burdened by a sclerotic bureaucracy, did try to assert its independence in the face of foreign encroachment and aggression. China refused to adopt the gold-exchange standard; it mattered that China was not a colony, like India or the Philippines, where imperialism arbitrarily imposed monetary policies that inscribed dependency. Qing diplomats intervened to protect Chinese merchants and laborers living and working abroad from discrimination and abuse, although not always successfully. European and American encroachments were bad enough; the Japanese were, in turn, arguably even more rapacious, seizing Taiwan, going to war to take Korea, long a Chinese tributary state, and building up its forces in Manchuria. The stakes became even greater with the Boxer Rebellion of 1900–1, a peasant uprising in North China against foreign missionaries that split the Qing court, led the Western powers and Japan to send troops into Beijing, and resulted in another raft of indemnities.

In 1905 the Empress Dowager Cixi initiated a series of reforms, including abolishing the examination system, building up the military, and streamlining the bureaucracy. But they were slow to be implemented (in part because the Qing could not pay for them), and popular opposition to the Qing only grew. By decade’s end, the idea of reforming the monarchy had given way to popular demands to overthrow it. Armed uprisings throughout China in the summer and fall of 1911, many associated with Sun Yatsen’s revolutionary party, finally toppled the Qing and with it, four thousand years of dynastic rule. The new Republic of China faced myriad challenges, from how to form a modern government on the ash heap of the Qing to how to end fighting among warlords and corruption at high levels. The Republican era saw the establishment of a constitution, a modern university system, investments in domestic industry, the end of foot binding, and a cultural renaissance. But the needs of the peasantry, the vast majority of the population, remained largely unaddressed. Instability, both political and economic, was endemic, especially with the burden of foreign indemnity payments continuing well into the 1920s. Just as the Qing had run out of time, so did the republic, when Japan seized Manchuria in 1931 and then invaded China proper in 1937.

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by | 24 March 2025 · 12:05 pm

Gold Rush Translation Needs

From The Chinese Question: The Gold Rushes and  Global Politics, by Mae Ngai (W. W. Norton, 2021), Kindle pp. 72-74:

THE PROBLEM OF TRANSLATION shaped Chinese interactions with Euro-Americans from their very arrival at the two gold mountains. Among the earliest emigrants, those who were bilingual had usually acquired their linguistic skills in China or Southeast Asia. The San Francisco merchant Yuan Sheng went to a missionary school in Macao, and the Australian impresario Lowe Kong Meng attended an English private school in Penang; both men had experience in business dealings with Europeans and Americans before arriving on the goldfields. The first Euro-American missionaries in California and Victoria had previously served in China or Southeast Asia.

Chinese who went to the goldfields in groups often included one person who spoke English. Headmen accompanying Chinese emigrants to Australia all knew enough English to navigate their groups’ travel to and settlement on the goldfields. The same pattern existed in California. For example, the American miner Timothy Osborn wrote in his diary that a group of Chinese miners who were camped near him included a friendly English speaker, who wrote down various Chinese words and their translations for the curious American. Few Americans went so far as to learn Chinese. Jerome Millard was a rare exception.

Many Chinese merchants learned enough English to conduct business with local whites, or they employed a young clerk who learned enough to do so. Most were barely proficient in English, learning key words and phrases but rarely grammar. Often they inserted English words into Cantonese sentence structure. For example, Jung Ah Sing, a gold digger in Victoria, wrote a journal while imprisoned after a knife fight. Because the journal was actually a brief attesting to his innocence, he wrote in English: “My buy that hatchet that day months of January 1867 Cochran Diggings Chinamen gone away sell the my, my buy that hatchet that time my been Chinamen tent go home.” (“I bought that hatchet in January 1867 from Chinamen at Cochran Diggings. They were moving away and sold it to me. Then I left the Chinamen’s tent and went home.”)

Missionaries in California offered English classes to bring Chinese to Christianity, a strategy that attracted many students but few converts. The Rev. William Speer conceded that the young men who came for English classes stayed long enough to learn a few words and phrases. It would be fairer to say that, apart from well-educated men like Yuan Sheng and Lowe Kong Meng, most Chinese communicated with Euro-Americans not really in English but in pidgin. The limits of pidgin were most clearly displayed when Chinese tried to express themselves in the courtroom and in other legal matters, usually to sad outcomes.

It was necessary, therefore, to use interpreters when there was important business to conduct. The larger huiguan had “linguists” on their staffs to assist individual members as well as to represent the association to mainstream society. San Francisco’s police courts employed on an ad hoc basis not only Chinese but also French, German, Russian, and Spanish interpreters, reflecting the city’s international population. But even in San Francisco, few Chinese could speak English well enough to meet the needs of the police and the courts; the situation did not improve until a second generation of Chinese Americans came of age in the 1870s.

During the 1850s and ’60s, the city’s interpreters included Euro-American missionaries and educated Chinese merchants. Yuan Sheng frequently appeared in court when Chinese faced criminal charges and acted as both interpreter and as advocate. In one case of larceny, for example, Yuan successfully persuaded the judge to discharge A-He, who was accused of stealing ten dollars, on grounds that he was a “crazy man.” Yuan promised to send him back to China.

In Australia the goldfield commissioners in each district hired Chinese interpreters and “scribes” to support the heavy work of issuing mining licenses and compliance with goldfield regulations. Two brothers, Ho A Low (He Yale) and Ho A Mei (He Yamei), were typical of the first Chinese interpreters in Victoria. They had been educated at the Anglo-Chinese school at the London Missionary Society station at Malacca. Ho A Low first came to Victoria as a missionary worker in 1857 and was fast recruited to work as an interpreter by the Beechworth resident warden. Both brothers held positions as interpreters, but neither stuck with the job.

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by | 9 March 2025 · 4:51 am

U.S. Military Telegraph Corps, 1860s

From Into Siberia: George Kennan’s Epic Journey Through the Brutal, Frozen Heart of Russia, by Gregory J. Wallance (St. Martin’s Press, 2023), Kindle pp. 35-37:

Kennan never attended college because the Rebellion, as it was called in Norwalk [Ohio], broke out in 1861 and “turned all my thoughts, hopes and ambitions into a new channel.”

He was elated by the martial electricity in the air. “Patriotic by inheritance and training, and naturally adventurous, I was completely carried away by a desire to take part in the momentous struggle.” But he was too young to enlist without his father’s permission, which John Kennan was unwilling to give. He could only watch as friends joined the 55th Ohio Regiment, which mustered out in Norwalk in the early days of the war. In a festive atmosphere the ladies of Norwalk offered coffee, pies, and sweet cakes to the young soldiers of the 55th in their light blue trousers, dark blue jackets, and forage caps. Trains left Norwalk taking boys, who not long ago had been playing two-old-cat, to be cut down on battlefields from Second Bull Run to the Carolinas campaign.

Still anxious to prove his courage, George Kennan sought the equally dangerous position as a field operator in the newly formed United States Military Telegraph Corps. Despite the word “Military,” the Corps was a civilian unit whose superintendent reported to the secretary of war. By the end of the war, the Corps had built fifteen thousand miles of telegraph lines and transmitted over six million telegraph messages, which gave the Union a significant communications advantage over the Confederacy with its more limited telegraphic resources. President Lincoln was among the first to grasp the capacity of the telegraph to give him command and control from Washington over his forces in the field, a power no political leader had previously possessed without being on the battlefield.

Throughout the war Lincoln haunted the War Department’s telegraph office. He personally sent nearly one thousand telegrams to his commanders, some asking about troop dispositions in ongoing battles. “What became of our forces which held the bridge till twenty minutes ago, as you say?” Lincoln telegraphed during one battle. The incoming telegrams filled the telegraph office with blood and gore. “The wounded & killed is immense,” a field operator telegraphed to the War Department, where Lincoln paced anxiously during the Battle of Fredericksburg in 1862. “The battle rages furiously. Can hardly hear my instrument.”

From the War Department a vast network of telegraph wires stretched to every theatre of the war and onto battlefields. Before a battle, field operators weighed down with telegraphs, relays, and sounders; mules loaded with rolls of telegraph wire; and covered wagons crammed with nitric acid batteries, moved into position. They set up their instruments on hard-tack boxes beneath tent flys, and in just hours men had strung five or six miles of wire along poles, fence posts and tree branches, and sometimes over rivers to connect brigades or divisions with the commanding generals. A field operator once held the ends of a severed wire together in his bare hands and read a transmission from his tongue, which felt the shocks of the incoming dots and dashes.

Field operators were shot, blown up by artillery shells, and, when captured by Confederates, at risk of being executed as spies since they wore no military uniforms. Kennan could not entirely convince himself that he had the courage to be a field operator, but his doubts only made him more anxious to put his nerve to a supreme test. “Had I not camped out many a night—or at least many a morning—in the Big Woods?” he asked himself. “And was I not quite as familiar with firearms as most of the volunteers who were then going to the front?” He wrote Anson Stager, the superintendent of the Military Telegraph Corps, whom Kennan had met before the war when Stager was a senior Western Union official, asking to join as a field operator. Stager was too busy to respond and instead Kennan received a letter from another official advising him to defer joining the Corps and “wait and see what would happen.”

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