American HistoryThe Free Background Guide

American History & Society — A Background Guide

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From American History, the free background guide
This guide covers background knowledge. The readings it summarises are not reproduced here.
American History & Society
CoversUS history, law, society and school science
Readings91, in 7 topics
Foundations6 primers, about an hour
Extra themes6 primers (Topic 8)
GlossaryEvery key term, A–Z

This guide gives you the context an American reader picks up in school: the history, people, laws and science that writing about America takes for granted. It is built around 91 short readings in seven topics. Everything is told as short, plain-English stories, so it is easy to follow and easy to remember.

How to use it
  • Read the six “Foundations” first (about an hour; you can spread them over a few sittings). They tell the big stories that most readings assume you know: the story of America, how Congress and the courts work, famous Supreme Court cases, the “isms”, how historians argue, and basic science.
  • Then open a reading card (p.4 = page in the original source). Each card has: In short what the reading says, in plain words · The story the background it assumes, told as a story, ending with what an average American already “knows” · Remember it like this a one-line memory hook · Words to know · Reading tip how the argument is built.
  • Use the search box to find any person, law, or term, and tick “Got it” to track your progress (saved in this browser).
  • Some readings are excerpts that stop mid-argument. Cards mark where the text breaks off, and the background covers what the rest of the reading assumes.
  • Beyond the readings, Topic 8 covers other recurring themes (US economy and markets, challenges to religion, American power, the Cold War, new technology, cell biology). The Glossary collects every key term in one A–Z list.
  • Prefer to listen? The whole guide is also retold as a Hindi audiobook, with names and key terms kept in English. Stream it chapter by chapter, or download the MP3s.
The single most useful insight: almost every social-science reading in this guide follows one pattern. First there is a traditional view. Then newer scholars revise it. Then the author qualifies the revision or partly rejects it. The background below helps you spot the traditional view fast. Still, follow what each author actually says, rather than what you already know. Use background to read faster and with more confidence, not to bring in outside facts.

Foundation 1 · The story of America

American students hear this story three times: in elementary, middle and high school. Most of the readings in this guide sit somewhere inside it, so first work out where each one fits.

Chapter 1 · The first Americans (before 1492)

More than 15,000 years ago, during the last Ice Age, so much water was frozen into ice that the sea was much lower than today. A wide strip of dry land, Beringia, joined Siberia to Alaska. Small bands of hunters walked across it, and some may have come down the Pacific coast.

By about 13,000 years ago, a people that archaeologists call the Clovis culture had spread across North America. Between about 13,000 and 11,000 years ago, many giant Ice Age animals, such as mammoths and giant sloths, died out. One reading in this guide (p.43) is set in this world.

Much later, between about 850 and 1350 CE, farming peoples built towns. In the dry Southwest, the Ancestral Puebloans built stone villages at Chaco Canyon and Mesa Verde. Along the Mississippi River, people raised huge earth mounds, and their biggest city was Cahokia. Further south, the Aztecs in Mexico and the Incas in the Andes later built great empires.

Remember it like this: Ice Age hunters walk over a land bridge from Asia. Thousands of years later come stone villages in the Southwest and mound cities on the Mississippi.

Chapter 2 · Europeans arrive (1492–1700)

In 1492 Christopher Columbus, sailing for Spain, reached the Caribbean. Within fifty years, Spanish soldiers had conquered both great empires. Hernán Cortés defeated the Aztecs in 1519–21, and Francisco Pizarro defeated the Incas in 1532–33.

The English came later. Their first lasting colony was Jamestown, in Virginia, in 1607. In 1619 the first enslaved Africans were brought there. That was the start of slavery in English America.

Further north, English Protestants who wanted a purer church crossed the Atlantic. The Pilgrims sailed on the Mayflower and founded Plymouth in 1620. The Puritans founded Massachusetts Bay, around Boston, in 1630. Connecticut followed in 1636. Together, these northern colonies became known as New England. In 1681 William Penn, a Quaker, founded Pennsylvania, with Philadelphia as its centre. He wanted a colony where people of different faiths could live side by side.

Remember it like this: Spain came first and conquered empires. England came later and built colonies: Jamestown in 1607, slavery in 1619, the Pilgrims in 1620.

Chapter 3 · Taxes, tea and a new country (1754–1791)

Britain and France fought over North America in the French and Indian War (1754–63). Britain won Canada, but the war left it deep in debt, so it began to tax the colonists. The colonists had no members in the British Parliament, so they protested: “No taxation without representation!”

Anger grew year by year. There was the Stamp Act in 1765 and the Boston Massacre in 1770. Then came the Boston Tea Party in 1773, when protesters threw British tea into Boston harbour. Fighting broke out in 1775.

In January 1776, Thomas Paine’s pamphlet Common Sense urged a complete break with Britain. On 4 July 1776 the colonies adopted the Declaration of Independence, written mainly by Thomas Jefferson. Its most famous line is “all men are created equal”. The Americans won the decisive battle at Yorktown in 1781, and the Treaty of Paris confirmed independence in 1783.

Next, the new country wrote its rulebook. The Constitution was drafted in Philadelphia in 1787, and George Washington became the first president in 1789. In 1791 ten amendments, the Bill of Rights, were added to protect freedoms such as speech and religion. Compared with India’s Constitution, America’s is far shorter and much older, and it is still in use.

Remember it like this: 4 July 1776 is America’s 15 August. Debt led to taxes, taxes led to anger, and anger led to war and a new country.

Chapter 4 · A young country grows (1803–1848)

In 1803 the young country made a huge land deal. It bought a vast territory called Louisiana from Napoleon, the ruler of France. This Louisiana Purchase doubled the size of the country. Soon there was another war with Britain, the War of 1812, which lasted until 1815.

The years from about 1815 to 1861 are called the antebellum era. The word means “before the war”, and the war is the Civil War. From the 1820s to the 1840s, the vote spread to almost all white men. This change is called Jacksonian democracy, after Andrew Jackson.

Jackson led the Democrats. Their rivals were the Whigs, led by Henry Clay. This contest between two parties is called the Second Party System. Meanwhile, early factories appeared, such as the Lowell textile mills, where young women worked.

In American history, “Indian” means Native American, not someone from India. As the country grew, these first Americans were pushed off their land. The Indian Removal Act of 1830 led to the Cherokee people’s forced removal in 1838–39. It is remembered as the Trail of Tears.

The country also grew west. In the Mexican–American War of 1846–48, the US beat Mexico. Under the Treaty of Guadalupe Hidalgo in 1848, Mexico gave up California and the Southwest. Then the California Gold Rush began in 1848–49, as crowds rushed in to dig for gold.

Also in 1848, a meeting at Seneca Falls called for women’s rights. This Seneca Falls Convention was organised by Elizabeth Cady Stanton and Lucretia Mott. It marks the birth of the organised women’s rights movement.

Remember it like this: Picture a map that keeps growing: Louisiana bought in 1803, California and the Southwest taken from Mexico in 1848. In that same year, 1848, women met at Seneca Falls.

Chapter 5 · The road to civil war (1850s)

All that new land raised a hard question. Should slavery spread into the West? Through the 1850s, Americans fought bitterly over this question.

Several events marked these years. In 1850 came the Fugitive Slave Act. A “fugitive” is a runaway, and this law dealt with enslaved people who had escaped. In 1852 the book Uncle Tom’s Cabin came out.

The old party system cracked as well. The Whigs collapsed, and in 1854 a new party was founded, the Republican Party. Back then, it was Lincoln’s anti-slavery party.

In 1857 the Supreme Court, the country’s highest court, decided the Dred Scott case. It ruled that Black people could not be citizens. Four years later, the Civil War began.

Remember it like this: The 1850s in four steps: a law on runaway slaves in 1850, a book in 1852, a new party in 1854 and a court case in 1857. Then, in 1861, war.

Chapter 6 · Civil War and Reconstruction (1861–1877)

In 1861 the country split in two, and the Civil War began. On one side was the Union, the North, led by President Lincoln. On the other was the Confederacy, eleven Southern slave states.

In 1863 came the Emancipation Proclamation. Emancipation means setting people free. The proclamation let Black men join the Union army, and about 180,000 served.

In 1865 the Union won, and an assassin killed Lincoln. That same year the 13th Amendment, a change to the Constitution, abolished slavery.

Next came Reconstruction, from 1865 to 1877. The South was rebuilt under the watch of the federal government, the national government, much like the Centre in India. The 14th Amendment of 1868 granted citizenship and “equal protection” of the laws. Almost every later civil-rights case rests on that phrase.

The 15th Amendment of 1870 protected the right to vote, whatever a person’s race. Black men voted and held office. But in the Compromise of 1877, federal troops left the South, and Reconstruction ended.

Remember it like this: Count 13, 14, 15 as free, citizen, vote. The 13th ends slavery, the 14th gives citizenship and equal protection, and the 15th protects the vote.

Chapter 7 · Railroads, factories and Jim Crow (1877–1900)

After 1877 came the age of railroads and big business. Rockefeller and Carnegie were its giants. Americans call it the Gilded Age. “Gilded” means covered with a thin layer of gold.

Huge numbers of immigrants arrived from southern and eastern Europe. Workers and bosses clashed in major labour conflicts, such as Haymarket in 1886 and the Pullman Strike in 1894. In a strike, workers stop work together to press their demands. In 1886 the AFL, a big alliance of trade unions, was founded.

Some groups were shut out or pushed aside. The Chinese Exclusion Act of 1882 kept Chinese immigrants out. The Dawes Act of 1887 broke up Indian reservations, the lands set aside for Native nations. The Indian wars ended with the Wounded Knee massacre in 1890.

In the 1890s and 1900s, the South built a system called Jim Crow. Southern states imposed segregation, keeping Black and white people apart. They also stripped Black citizens of the vote. In Plessy v. Ferguson (1896), the Supreme Court approved this as “separate but equal”.

Hard times and war marked the 1890s too. The Panic of 1893 was a depression, a long, deep slump in business. In the Spanish–American War of 1898, the US beat Spain and gained Puerto Rico, Guam and the Philippines.

Remember it like this: Gilded means a thin coat of gold. Picture shiny railroads and fortunes on top, with strikes, exclusion and Jim Crow underneath.

Chapter 8 · Reformers, the vote and World War I (1890–1920)

From about 1890 to 1920, a wave of reform swept America. This is the Progressive Era. Muckraking journalists dug up scandals and exposed them. The government went trust-busting, breaking up giant business combinations called trusts.

Other reformers opened settlement houses, community centres in poor city neighbourhoods. One was Jane Addams’ Hull House. Others campaigned against child labour. In 1913 the government created the Federal Reserve, America’s central bank, much like the Reserve Bank of India.

Two big changes came at the end of the era. In 1919 the 18th Amendment brought Prohibition, a nationwide ban on alcohol. In 1920 the 19th Amendment gave women suffrage, the right to vote. The fight for legal rights and the vote, from Seneca Falls in 1848 to 1920, is called the first wave of feminism.

Meanwhile, a huge movement of people began. From 1910 to 1970, about 6 million Black Southerners moved to Northern and Western cities. This is the Great Migration.

World War I broke out in 1914, and the US joined in April 1917. The war ended in 1918, but fear and violence followed at home. A Red Scare, a wave of fear of communists, or “Reds”, swept the country in 1919–20. In 1919 there was also the “Red Summer” of anti-Black riots.

Remember it like this: Two amendments, two years: the 18th took alcohol away in 1919, and the 19th gave women the vote in 1920.

Chapter 9 · Boom, bust and war (1920–1945)

The 1920s are remembered as the Roaring Twenties. It was the age of jazz and of flappers, young women who broke old rules of dress and behaviour. In New York’s Harlem, Black art, music and writing flowered in the Harlem Renaissance. Marcus Garvey also led a movement among Black Americans.

The decade had its battles too. In 1924 the US set immigration quotas, fixed limits on how many immigrants could come. In 1925 the Scopes “monkey” trial was a court fight over teaching evolution.

In 1929 the stock market on Wall Street, America’s Dalal Street, crashed. The crash led to the Great Depression, which lasted until 1939. By 1933 about one worker in four had no job. Then President Franklin Roosevelt, known as FDR, began the New Deal.

The New Deal brought Social Security, government pensions for old age. It also brought the Wagner Act of 1935, a labour law. Labour unions boomed, among them the CIO.

In December 1941, Japan attacked Pearl Harbor, and the US entered World War II. Women took factory jobs, and “Rosie the Riveter” became their symbol. In 1942 Japanese Americans were interned, or locked up in camps. The war ended in August 1945, after the US dropped atomic bombs on Japan.

Remember it like this: Think roar, crash, war: the Roaring Twenties, the Wall Street crash of 1929, then Pearl Harbor in 1941. FDR’s New Deal sits between the crash and the war.

Chapter 10 · Cold War and civil rights (1945–1968)

After 1945 the US and the USSR faced each other in the Cold War, which lasted until 1991. It was “cold” because the two never fought a full war against each other. The Marshall Plan sent American aid to Europe, and the NATO military alliance was formed.

Then came the Korean War of 1950–53, and at home McCarthyism, a hunt for suspected communists. In 1957 the USSR launched the satellite Sputnik, and in 1962 came the tense Cuban Missile Crisis. US troops fought in Vietnam from about 1965 to 1973. In 1969 Americans landed on the Moon.

Meanwhile, from 1954 to 1968, the Civil Rights Movement took on Jim Crow. In Brown v. Board (1954), the Supreme Court ruled that school segregation broke the promise of equal protection, overturning Plessy. In 1955 came the Montgomery Bus Boycott, the protest linked with Rosa Parks and Martin Luther King Jr. In a boycott, people refuse to use something, here the city’s buses.

The March on Washington followed in 1963. Next came two major laws, the Civil Rights Act of 1964 and the Voting Rights Act of 1965. In 1968 King was assassinated.

Remember it like this: Two contests ran side by side. Abroad, the US faced the USSR from 1945 to 1991. At home, the fight against Jim Crow ran from Brown in 1954 to King’s death in 1968.

Chapter 11 · New voices, new fields (1960s–1970s)

The 1960s and 70s also brought second-wave feminism. The first wave had won the vote, and the second turned to work, family, body and culture. Landmarks include The Feminine Mystique, a 1963 book by Betty Friedan, and the Title IX law of 1972. In 1973 the Supreme Court’s Roe v. Wade ruling recognised a right to abortion.

Other groups spoke up too. Native Americans called for “Red Power” through the American Indian Movement. Chicano (Mexican American) and Asian American movements arose as well.

The environmental movement rose at the same time. Its landmarks were the book Silent Spring in 1962, the EPA, a national environment agency, in 1970, and the Endangered Species Act in 1973. In 1974 came the Watergate scandal.

These years also changed American universities. “Women’s history”, “Black history” and “ethnic studies” became academic fields, subjects with their own courses and scholars. Most of the history readings in this guide come from these fields.

Remember it like this: Picture the 1960s and 70s on two stages: marches in the streets and new subjects on campus. Women’s history, Black history and ethnic studies are where most of these readings come from.

Chapter 12 · Modern America (1980–today)

After 1980 came President Reagan, and then the end of the Cold War. In 1991 the USSR itself collapsed. In the 1990s the internet spread, and with it came the dot-com boom, a rush of money into new internet companies. The name comes from the “.com” in web addresses.

On 11 September 2001, terrorist attacks struck the US. Americans call the day 9/11, because they write the month first. Wars in Afghanistan and Iraq followed.

In 2008 a financial crisis shook the economy. In 2009 Obama became the first Black president, and he served until 2017.

In 2020 the COVID-19 pandemic struck America, as it struck India. In 2022 the Supreme Court’s Dobbs decision overturned Roe and returned abortion law to the states. The same year, a boom in AI, or artificial intelligence, began. It is still going on.

Remember it like this: Five dates for today’s America: 1991 the USSR falls, 2001 brings 9/11, 2008 a financial crisis, 2009 Obama, and 2022 Dobbs and the AI boom.

Foundation 2 · How US government & law work

America is still run by a rulebook written in 1787, the Constitution. These stories show who holds power, which changes to the rulebook keep coming up, and how the political parties shifted over time. The legal words that the readings use are collected at the end.

Chapter 1 · One country, fifty states

Picture the year 1787. The new country writes its rulebook, the Constitution, and builds it on an idea called federalism. Power is split between two levels of government.

The top level is the national government, which Americans call the federal government. The second level is the 50 states, and each has its own government. India works in a similar way, with power shared between the Centre and the states. So “federal” in American writing means roughly what “central” means in India.

The federal government is also a big landowner. Federal lands are lands owned by the national government. Today they cover about 28% of the country. In some Western states, most of the land is federal land.

Remember it like this: Federal means national, like India’s Centre. The 50 states are the second level, like India’s states. Federal lands are the nation’s own land, about 28% of the country.

Chapter 2 · Three branches that check each other

The Constitution then splits the national government into three branches. Congress is the legislature, the branch that makes laws. The president heads the executive, the branch that runs the government. The Supreme Court heads the judiciary, the courts.

Congress has two chambers, a bit like India’s Lok Sabha and Rajya Sabha. The House of Representatives has 435 members. Each state gets seats according to its population, which is counted every ten years in the census. House members serve two-year terms. The Senate is different: every state, big or small, gets exactly two senators, and they serve six-year terms.

The president serves four-year terms, and at most two of them. When Congress passes a bill, the president can sign it into law or reject it with a veto. The president can also issue executive orders, which are rules that come from the president alone. For example, Executive Order 8802 of 1941 banned racial discrimination in defence industries.

The Supreme Court has nine judges, called justices, who are appointed for life. It can strike down a law that breaks the Constitution, so the law no longer counts. This power is called judicial review, and it dates from the case Marbury v. Madison in 1803.

Some jobs are shared, so each branch can check the others. The president makes treaties, but two-thirds of the Senate must approve, or ratify, each one. The House has no say in treaties. That is why, in 1871, the House forced an end to treaty-making with Indian tribes (p.35).

Remember it like this: Congress writes the law, the president signs or vetoes it, and the Court can strike it down. House seats follow population, while the Senate gives every state two seats.

Chapter 3 · Changing the rulebook: freedom and the end of slavery

The Constitution can be changed. Each change is called an amendment, and amendments are known by their numbers. A handful of them come up again and again.

The first ten amendments, the Bill of Rights, were added in 1791. The 1st Amendment protects freedom of speech, of the press and of religion. It also says the government may not set up an official religion. That rule is the basis of the “separation of church and state”.

Three more came after the Civil War. In 1865 the 13th Amendment abolished slavery. In 1868 the 14th gave birthright citizenship, so anyone born in the country is a citizen. It also promised “due process”, which means fair legal procedures, and “equal protection of the laws”. Equal protection is the basis of almost every civil-rights case. In 1870 the 15th barred anyone from being denied the vote because of race.

Remember it like this: The 14th Amendment promises “equal protection of the laws”. Article 14 of India’s Constitution uses the same words. Fourteen and fourteen: equality lives at number 14 in both countries.

Chapter 4 · Drink, votes and a promise that failed

One amendment came and went. In 1919 the 18th Amendment began Prohibition, a national ban on alcohol. It did not last. In 1933 the 21st Amendment repealed it.

Other amendments opened the vote to more people, step by step. In 1920 the 19th gave women the vote, which is called women’s suffrage. In 1964 the 24th banned poll taxes, fees that people had to pay before they could vote. In 1971 the 26th lowered the voting age to 18.

One amendment never made it. The Equal Rights Amendment, or ERA, was first proposed in 1923. Congress finally passed it in 1972. But an amendment also needs approval from the states, and not enough states ever ratified it.

Remember it like this: The 18th banned the drink and the 21st brought it back. The 19th gave women the vote, and the 26th gave it to 18-year-olds. The ERA is the amendment that got stuck halfway.

Chapter 5 · The parties: a confusing history

American party names have changed over time, so they can easily confuse. In the 1790s the two sides were the Federalists and the Democratic-Republicans. From the 1830s to the 1850s, the Democrats faced the Whigs. This period is called the “Second Party System”. The American Whigs borrowed the name of a British party to oppose Andrew Jackson, the Democrat they nicknamed “King Andrew”.

In 1854 the Republican Party was founded, and the two big parties of today took shape: Democrats and Republicans. In the 19th century the Republicans were Lincoln’s anti-slavery party. The Democrats dominated the white South, which was called the “Solid South”. Then, after the Civil Rights Act of 1964, the South shifted to the Republicans.

So be careful with old party names. Today “liberal” means left and goes with the Democrats. “Conservative” means right and goes with the Republicans.

Smaller “third parties” have existed too. Third parties such as the Socialist Party were strongest in immigrant cities such as New York (p.20). In 1912 the Socialist candidate, Eugene Debs, won about 6% of the presidential vote.

One last warning. In the 18th century, “republican” meant something different: against kings, and for government by elected representatives (see p.24). It has nothing to do with the later Republican Party.

Remember it like this: Lincoln’s Republicans began as the anti-slavery party, and the Democrats once held the “Solid South”. After 1964 the South switched sides, but the party names stayed the same.

Words to know

Civil vs criminal case
A civil case is a private dispute, for example over a debt, a contract or property. In a criminal case, the state prosecutes someone for a crime.
Statute / legislation
A law passed by a legislature. Courts decide what statutes and treaties mean.
Precedent / doctrine
A rule from earlier cases that later courts follow, for example the “Winters doctrine”.
Plaintiff / defendant
The plaintiff is the side that sues. The defendant is the side being sued. A case is named “Plaintiff v. Defendant”.
Sovereignty
The highest authority over a territory. Tribes are “domestic dependent nations” with limited sovereignty.
Jurisdiction
Which government or court has authority over a place or a case.
Common law
Judge-made law that the US inherited from English law. Coverture, the old rule that merged a wife’s legal identity into her husband’s, is a common-law rule. Areas that were once Spanish, French or Mexican used civil-law codes instead. This matters for the Californianas reading, p.28.

Foundation 3 · Supreme Court cases that changed America

Supreme Court cases come up again and again in American history. Three cases below appear in this guide’s own readings: Lone Wolf v. Hitchcock, Winters v. United States and Arizona v. California. The rest are cases that every American student hears about.

Chapter 1 · The power to strike down laws

Picture the Supreme Court: nine justices, appointed for life, at the top of America’s courts. Each case is named after the two sides, with a “v.” between them, as Foundation 2 explains. Some of their decisions changed the country.

Marbury v. Madison (1803) decided that the Court can strike down laws that go against the Constitution. A law that is struck down no longer counts. This power is called judicial review, and this case created it.

Hammer v. Dagenhart (1918) shows the power at work against Congress. In the Progressive Era, reformers campaigned against child labour, and Congress passed a federal child-labour law. The Court struck it down. The case is background to the Progressive fight over child labour (p.26).

Remember it like this: In 1803 Marbury handed the Court a red pen. Since then it has been able to cross out any law that breaks the Constitution, as it did to the child-labour law in 1918.

Chapter 2 · Race and equality

Dred Scott v. Sandford (1857) ruled that Black people were not citizens. It also ruled that Congress could not ban slavery in the territories, the lands that were not yet states. It is widely seen as the worst decision the Court ever made. It helped cause the Civil War, and the 13th and 14th Amendments later overturned it.

Plessy v. Ferguson (1896) ruled that “separate but equal” segregation, keeping Black and white people apart by law, was allowed under the Constitution. It became the legal basis of Jim Crow, the segregation laws of the Southern states, until 1954 (p.47).

Korematsu v. United States (1944) upheld the internment of Japanese Americans during World War II. Internment means the government held them in camps. Today the decision is repudiated, which means it is rejected as wrong. It is a key fact in Asian American history.

Brown v. Board of Education (1954) ruled that segregated schools break the 14th Amendment’s promise of equal protection: the laws must protect everyone equally. It overturned Plessy and marked the start of the civil-rights era. The NAACP is a civil-rights group, and its lawyer Thurgood Marshall argued the case. C. Vann Woodward did research for the NAACP (p.47).

Loving v. Virginia (1967) struck down laws that banned interracial marriage, marriage between people of different races. Like Brown, it belongs to the story of civil rights.

Regents of the University of California v. Bakke (1978) barred racial quotas. A quota sets aside a fixed number of seats for one group, a little like reserved seats in colleges in India. But Bakke allowed colleges to count race as one factor. Then SFFA v. Harvard (2023) ended race-conscious college admissions. Both cases are part of the debate over affirmative action: whether race may count in choices such as college admissions. See also the minority-business reading on p.55.

Remember it like this: In 1896 Plessy put up a wall called “separate but equal”. In 1954 Brown knocked it down in the schools and started the civil-rights era.

Chapter 3 · Women and the family

Muller v. Oregon (1908) upheld a law that set maximum working hours for women. A written argument in the case, the “Brandeis brief”, used social-science data. Laws like this, meant to protect women at work, are called protective labour laws. Feminists debated them in the 1920s.

Roe v. Wade (1973) recognised a constitutional right to abortion. It is central both to second-wave feminism, the women’s movement of the 1960s–80s, and to today’s politics. Then, in 2022, Dobbs v. Jackson overturned Roe. The question of abortion went back to the states.

Obergefell v. Hodges (2015) ruled that same-sex marriage is a constitutional right. Like Brown, it is an equal-protection case.

Remember it like this: Roe opened a door in 1973 by recognising a right. Dobbs shut it in 2022 and gave the key back to the states.

Chapter 4 · Native nations and the Court

Johnson v. M’Intosh (1823), Cherokee Nation v. Georgia (1831) and Worcester v. Georgia (1832) are known together as the “Marshall Trilogy”, after Chief Justice John Marshall, who wrote all three rulings. They are the foundation of federal Indian law. They ruled that tribes hold only a “right of occupancy”: tribes may live on and use their land, but they do not own it outright. Tribes are “domestic dependent nations”, nations that sit inside the United States and depend on it. Yet a state cannot make rules for tribal land.

Lone Wolf v. Hitchcock (1903) ruled that Congress has “plenary” power over Indian affairs. Plenary means nearly unlimited. The Court also said that Congress can break a treaty on its own, without the tribe’s agreement. This decision is called “the Indians’ Dred Scott” (p.35).

Winters v. United States (1908) was about water. A reservation is land set aside for a tribe. The Court ruled that creating a reservation also reserves, without saying so, the water needed to make the land livable. This rule is the “Winters doctrine” of Indian water rights (p.33).

Arizona v. California (1963) divided up the water of the Colorado River. It also applied the Winters doctrine to every kind of federal reservation, not just Indian ones. The case extended Indian water rights (p.33).

McGirt v. Oklahoma (2020) was about the Creek, a Native nation. The Court ruled that, for federal criminal law, much of eastern Oklahoma is still a Creek reservation. The case is a recent landmark in tribal sovereignty, a tribe’s power to govern itself.

Remember it like this: The Marshall Trilogy calls tribes nations inside a nation. Winters says the water comes with the land, just as a rented flat comes with its water connection.

Foundation 4 · The “isms” & feminism’s waves

This Foundation tells two stories. The first is about the “isms”: big ideas about who should own things, who should rule, and how a person fits into the group. The second is feminism’s story, told in “waves”, together with the ideas that keep coming up in women’s history.

Chapter 1 · Free people and free markets (1776)

Every society must decide how much power its government should have over people and their property. One answer is classical liberalism. It stands for individual rights, limited government and free markets. It is the tradition of thinkers such as John Locke and J.S. Mill.

In 1776, the same year as America’s Declaration of Independence, Adam Smith published The Wealth of Nations. It is the classic text of capitalism. In capitalism, private owners hold businesses and property. Markets set prices, and the hope of profit decides what gets made.

The book’s famous image is the “invisible hand”. No one plans a market, yet prices and profit steer it, as if an unseen hand were guiding it. Think of a vegetable market in any Indian town. No one fixes the price of onions, yet each day it settles where buyers and sellers meet.

Remember it like this: 1776 is a double birthday: America’s Declaration of Independence and Smith’s The Wealth of Nations. The “invisible hand” is the onion price that nobody sets, yet everybody pays.

Chapter 2 · Sharing the wealth: socialism and Marx (1848–1867)

Not everyone was happy to leave the economy in private hands. Some people worried about the gap between rich and poor. Their answer was socialism: society or the state should own or control the major industries, in order to reduce inequality.

Socialism comes in different strengths. At the mild end is democratic socialism. It works through elections and a welfare state, in which the government looks after people’s basic needs. At the far end are revolutionary forms.

In 1848 Karl Marx and Friedrich Engels published the Communist Manifesto, and Das Kapital followed in 1867. Their ideas are called Marxism or communism.

They saw history as a struggle between classes. On one side stood the bourgeoisie, the owners of capital. On the other stood the proletariat, the people who work for wages. They believed the struggle would end in revolution and a classless society.

In Marxist language, “bourgeois” means middle-class or capitalist, and it is often a put-down. So “bourgeois feminism” means liberal, middle-class feminism (p.30).

Remember it like this: Picture a tug-of-war, with the bourgeoisie, who own capital, at one end and the proletariat, who work for wages, at the other. Marx and Engels predicted that it would end in revolution and a classless society.

Chapter 3 · “Survival of the fittest” misused (after 1859)

Darwin and Wallace explained how living things change through natural selection, and Darwin’s 1859 book made the idea famous. Living things vary and pass their traits on to their young, but some survive and reproduce more than others. Over time, this makes them better suited to their surroundings. The catchy phrase “survival of the fittest” came from Herbert Spencer.

Some people carried the phrase out of biology and into human society. They used it to justify inequality, laissez-faire economics and racism. Laissez-faire is the idea that government should leave business alone. In this view, if the strong rose and the weak fell, that was simply nature at work.

This misuse is called Social Darwinism. But it is not Darwin’s biology. In biology, “fitness” means success in having offspring. It is not a measure of wealth, power or worth.

Remember it like this: In biology, the “fittest” is the one that leaves the most offspring, not the one with the biggest bank balance. Social Darwinism swapped babies for bank balances.

Chapter 4 · Communism in power and the Cold War (1917–1991)

In the twentieth century, whole countries put Marx’s ideas into practice. Lenin’s USSR did so from 1917, or 1922 by another count, until 1991. Mao’s China has done so since 1949.

From 1947 to 1991, two camps faced each other in the Cold War. On one side stood the US-led capitalist democracies. On the other stood the Soviet-led communist states. The war was “cold” because the two sides never fought each other directly.

Instead they fought proxy wars, backing opposite sides in other countries’ wars, as in Korea, Vietnam and Afghanistan. They also ran an arms race, building ever more weapons, and a space race to lead in space. India, under Nehru, chose to join neither camp. The Cold War ended in 1991, the same year the USSR came to an end.

Remember it like this: The Cold War was two rival giants who raced for weapons and space and backed opposite sides in other people’s quarrels, but never came to blows. It ended with the USSR, in 1991.

Chapter 5 · Two tricky American words: “liberal” and “republic”

Be careful with the word “liberal”. Classical liberalism, from the first chapter, stands for individual rights, limited government and free markets. But in US politics today, a “liberal” is someone left of centre. The two meanings are different, so do not mix them up.

The words “democracy” and “republic” can also confuse readers. The US is a constitutional federal republic. A constitution sets its basic rules.

Power is shared between the national, or “federal”, government and the states. Elected representatives run the country, so it is also a representative democracy: the people rule through those they elect.

India works in a similar way. It too is a republic with a constitution, and power is shared between the centre and the states.

Remember it like this: “Liberal” has two lives: small government in old books, left of centre in today’s US news. And America, like India, is a republic where the people rule through the representatives they elect.

Chapter 6 · The self-made man and the family self

The US is the world’s most individualistic culture. Its ideal is the “self-made man”, who rises through his own effort. This outlook, which puts the single person first, is called individualism.

Many Asian, African and Latin societies see a person differently. They define the self through family and group (p.22 and p.31). This outlook is called collectivism.

Picture the difference this way. Asked “Who are you?”, an individualist might begin with a job or an achievement. A collectivist might begin with a family or a group.

Remember it like this: The individualist says “I made myself”. The collectivist says “My family and my group made me who I am”.

Chapter 7 · The wife who disappeared in law: coverture

Now turn to women’s history, and picture a bride in early America. Under English common law, the judge-made law that America inherited, her legal identity merged into her husband’s when she married. She became a feme covert, a “covered woman”. This rule is called coverture.

A married woman could not own property, sign contracts, keep her own wages or sue anyone in court. A single woman or a widow was different. She was a feme sole, a “woman alone”, and she could do all these things.

Coverture did not vanish overnight. Laws called the Married Women’s Property Acts chipped away at it, starting in 1839, or 1848 by another count.

Scholars also have a name for a society in which men hold authority in both the family and the state. They call it a patriarchy.

Remember it like this: A feme covert is a wife “covered” by her husband’s legal umbrella: she cannot own, sign or sue. A feme sole is a woman “alone”, single or widowed, who can do all three.

Chapter 8 · Mothers of the republic and the “true woman”

After the American Revolution, mothers had a civic duty, a duty to the nation: to raise virtuous citizens. This idea is known as republican motherhood (p.24). Here “republican” means “of the republic”. It has nothing to do with today’s Republican Party.

Another idea split life into separate spheres. The public world of work and politics was for men. The private world of the home was for women.

In the 1800s this took the form of the cult of domesticity, also called “true womanhood”. The ideal true woman had four virtues: piety, purity, submissiveness and domesticity. In plain words, she was religious, sexually pure, obedient and devoted to her home.

Remember it like this: Draw two circles: the busy public world for men, the home for women. Inside the home circle stands the “true woman”, pious, pure, obedient and home-loving, like the perfect bahu of an Indian TV serial.

Chapter 9 · The first wave: winning the vote (1848–1920)

In the US and Britain, feminism’s history is told as a series of “waves”. Like waves at sea, each one rises, falls back and is followed by another.

The first wave began in 1848, the same year as the Communist Manifesto. That year a meeting at Seneca Falls, in New York State, launched the organised women’s rights movement. The first wave’s leaders included Susan B. Anthony and Elizabeth Cady Stanton. They fought for legal rights and the vote.

The right to vote is called suffrage. American campaigners called themselves suffragists. “Suffragettes” was the label for the more militant, or combative, British campaigners.

Victory came in 1920, when the 19th Amendment to the Constitution gave American women the vote. That was more than seventy years after Seneca Falls. In India, by contrast, women could vote in the country’s very first general election.

Remember it like this: The first wave runs from Seneca Falls in 1848 to the 19th Amendment in 1920. The extra “-ette” marks the British militants, while the Americans were suffragists.

Chapter 10 · Between the waves (1920–1960)

Winning the vote did not end the story. In the years that followed, the movement split. Some activists pushed for an Equal Rights Amendment, or ERA, to write equal rights for women into the Constitution. Others backed protective labour laws, which gave women workers special protection.

During the Great Depression, the economic slump that followed the Wall Street crash, President Roosevelt answered with the New Deal. Two women from that story are worth knowing: Frances Perkins and Eleanor Roosevelt, the president’s wife.

Then came World War II. Women took factory jobs, and their symbol was “Rosie the Riveter”, a woman fastening metal parts in a factory. After the war came the baby boom, a sharp rise in births, and an era of domesticity, with life centred on home and family.

Remember it like this: Between the waves, picture three snapshots: activists quarrelling over the ERA, Rosie the Riveter in a wartime factory, and a mother pushing a pram in the baby boom.

Chapter 11 · The second wave (1960s–80s)

In the 1960s a second wave rose. It went beyond the vote to work, family, the body and culture. Its slogan, “the personal is political”, meant that private life was a political matter too.

One landmark was Betty Friedan’s book The Feminine Mystique, in 1963. The same year brought the Equal Pay Act. In 1964 came Title VII, a part of the Civil Rights Act. In 1966 activists founded the National Organization for Women, or NOW.

In 1972 came Title IX, another numbered part of a national law. In 1973 the Supreme Court’s Roe decision recognised a constitutional right to abortion. It was overturned in 2022.

Universities changed too. Women’s studies and women’s history became academic fields, and the first programme opened in 1970.

Remember it like this: The first wave fought for the ballot box. The second wave carried the fight into the office, the kitchen and the lecture hall, under the slogan “the personal is political”.

Chapter 12 · The third and fourth waves (1990s–today)

A third wave rose in the 1990s. It stressed that women are not all alike. Its key idea is intersectionality, a term from Kimberlé Crenshaw in 1989. It looks at how race, class and gender combine in one person’s life.

The word comes from “intersection”, a place where roads cross. Picture a woman standing where the roads of race, class and gender meet. Her life is shaped by all three at once. An Indian reader might think of how caste, class and gender can combine.

A fourth wave began in the 2010s. It is known for online activism, above all the #MeToo campaign of 2017.

Remember it like this: The third wave is a crossroads where race, class and gender meet. The fourth wave is a hashtag: #MeToo.

Chapter 13 · Same or different? A question that keeps coming back

One question keeps coming back in women’s history. Should women be treated the same as men, or should their difference, such as motherhood, be valued and protected?

The first answer is called individualist. The second is called relational or maternalist, from “maternal”, meaning motherly.

Together, the two answers make up the debate over equality and difference (p.8). “Equality” stands for the first answer, and “difference” for the second.

Remember it like this: Equality says “Treat us the same”. Difference says “Value what makes us different, such as motherhood”.

Words to know

Capitalism
Businesses and property are privately owned. Markets set prices, and profit drives what gets made. The classic book is The Wealth of Nations by Adam Smith, published in 1776. Its famous image is the “invisible hand”.
Socialism
Society or the state owns or controls the major industries, to reduce inequality. It ranges from democratic socialism, with elections and a welfare state, to revolutionary forms.
Communism / Marxism
Karl Marx and Friedrich Engels saw history as a class struggle. On one side was the bourgeoisie, who own capital. On the other was the proletariat, who work for wages. They said the struggle would end in revolution and a classless society. The key books are the Communist Manifesto of 1848 and Das Kapital of 1867. Lenin’s USSR practised it from 1917, or 1922 by another count, until 1991. Mao’s China has practised it since 1949.
“Bourgeois”
In Marxist usage, this word means middle-class or capitalist. It is often a put-down. “Bourgeois feminism” means liberal, middle-class feminism (p.30).
Liberalism
Classical liberalism stands for individual rights, limited government and free markets. It is linked with John Locke and J.S. Mill. In US politics today, “liberal” means left-of-centre. Do not mix the two up.
Democracy vs republic
The US is a constitutional federal republic. It is run by elected representatives, so it is also a representative democracy.
Cold War (1947–1991)
The US-led capitalist democracies stood against the Soviet-led communist states. There were proxy wars in Korea, Vietnam and Afghanistan, an arms race and a space race. But the two sides never fought a direct war.
Individualism vs collectivism
The US is the world’s most individualistic culture, the land of the “self-made man”. Many Asian, African and Latin societies define the self through family and group (p.22 and p.31).
Social Darwinism
The misuse of Herbert Spencer’s phrase “survival of the fittest” to justify inequality, laissez-faire economics and racism. It is not Darwin’s biology.

Foundation 5 · How historians argue (the hidden grammar of history writing)

History writing shares a hidden grammar: the ways historians argue with each other. The first stories explain how historians work and how their field changed. Then come six shapes of argument that you will see again and again, and the tone words to notice. The key words are collected at the end.

Chapter 1 · Two kinds of evidence

Picture a historian at a desk with two piles. The first pile holds things made at the time: letters, diaries, census records, wills, court records and newspapers. These are primary sources.

The second pile holds books that historians wrote later. Each one is an interpretation, an explanation of what the old material means. These are secondary sources. A letter written by Gandhi is a primary source. A historian’s book about Gandhi, written later, is a secondary source.

Over the years, many historians write about the same subject, and their views differ. The history of those views, one after another, is called historiography. So “the historiography of the 1920s” means the series of scholarly views on the 1920s.

Remember it like this: Primary was made then. Secondary was written later. Historiography is the history of the history books: how the views changed, one after another.

Chapter 2 · Old view, new view, blended view

Think of a family story. For years the grandparents tell it one way, and everyone goes along with it. Then a grandchild tells it differently. Later, a cousin puts the two versions together. Historians’ views on a subject often change in the same three steps.

The first view, the accepted one, is called the orthodox or traditional view. Then comes a revisionist view, a new interpretation that overturns the accepted one. In academic writing, “revisionist” is a neutral word. It is not an insult.

The third step is the post-revisionist view. It is a synthesis, which means it blends parts of the earlier views into something new.

Remember it like this: Old story, rebel story, blended story: orthodox, revisionist, post-revisionist. In a university, “revisionist” is a plain label, not an insult.

Chapter 3 · History from below (1960s–70s)

History can be told from the top, through kings and presidents. It can also be told from below, through ordinary people such as workers, women, slaves and immigrants.

A new kind of history that looks from below started in the 1960s–70s. It is called social history, or “history from below”. In the same years, women’s history, Black history and ethnic studies also became academic fields.

Social historians often work with quantitative data, which means data in numbers. Census figures and election returns are typical examples. Economic history done with statistics even has its own name: cliometrics.

Remember it like this: History from above watches from the palace balcony. History from below stands in the street and counts the crowd, with census figures and election returns.

Chapter 4 · Two more ways into the past

Some peoples left few written records of their own. Native Americans and the Aztecs are two examples.

To study such peoples, historians combine the documents that exist with the methods of anthropology, the study of human cultures. This mix is called ethnohistory.

Historians also use interviews. Oral history means recorded interviews with eyewitnesses, people who saw events for themselves (see p.4). Picture sitting with your grandparents and recording them as they describe the village where they grew up.

Remember it like this: Ethnohistory is history plus anthropology, for peoples who left few papers of their own. Oral history is history you can hear: press “record” while an eyewitness talks.

Chapter 5 · Two big ideas: agency and ideology

Historians use the word agency for people’s ability to act and shape their own lives. The opposite picture shows people only as passive victims of what others do. Agency is a favourite theme of women’s history and of minority history.

The second big idea is ideology, a system of beliefs that explains or justifies how a society is arranged. Think of the reasons elders give for how a household runs: who cooks, who earns and who decides.

An ideology does that job for a whole society. One example is the “ideology of domesticity”, a set of beliefs about women and the home.

Remember it like this: Agency is being the driver of your own life, not just a passenger. An ideology is the set of reasons a society gives for who sits where.

Chapter 6 · Time, culture and eras

Scholars often warn against anachronism, also called presentism. It means projecting today’s categories onto the past, or onto other cultures. In plain words, it is sorting the past, or another culture, into today’s boxes.

A related word is ethnocentrism: judging other cultures by your own culture’s standards (see p.37). Here the measuring stick is your own culture rather than the present day.

Historians also divide the past into eras, such as the “Renaissance” or the “Progressive Era”. This is called periodization. Feminists asked whether these eras mean the same thing for women (see p.23).

Remember it like this: Anachronism is a Mughal emperor checking a wristwatch, with today’s ideas in place of the watch. Ethnocentrism is judging cricket by football rules. Periodization is where history’s chapter breaks go.

Chapter 7 · Six shapes of argument, part one

Now for the arguments themselves. You will see six shapes of argument again and again. Here are the first three.

The first shape is old view, new evidence, revision. It sounds like this: “Historians long assumed X, but newly found records suggest Y.”

The second shape is two camps, then the writer’s own position. Two groups of scholars disagree. The writer may side with one camp, find both partly right, or find neither good enough.

The third shape is part, not all. A theory explains part of a phenomenon, something that happens, but not all of it. Something else is needed to explain the rest.

Remember it like this: Shape 1 is a court case reopened by fresh evidence. Shape 2 is a judge weighing two lawyers. Shape 3 is a key that opens some doors but not all.

Chapter 8 · Six shapes of argument, part two

The fourth shape is methodological caution, a warning about method. A source or method has hidden limits or biases, which tilt the picture one way. A memoir, for example, may be written to justify its writer. A sample may over-represent one group, which means it includes too many people from that group.

The fifth shape is irony or paradox. Something produces the opposite of what you would expect, or the opposite of what it was meant to do.

The sixth shape is the scope check. The writer accepts a claim but limits how far it goes. It sounds like this: “X is right that …, but …”.

This guide deliberately does not say which reading follows which shape. Spotting the shape yourself is part of the skill. And each reading must still be judged by its own words.

Remember it like this: A memoir can be a selfie: the writer chose the angle. Irony is a medicine that makes the illness worse. A scope check says “yes, but only this far”.

Chapter 9 · Reading the tone

Last, notice the tone. Six tone words are worth knowing well.

Qualified means partly agreeing. Tentative means hesitant and not yet sure. Sceptical means doubtful. Dismissive means brushing an idea aside as not worth serious attention.

Revisionist, as in Chapter 2, means overturning the accepted view. Nuanced means alert to fine differences, not black and white.

Academic authors are almost never extreme. Their tone is usually “qualified” or “moderate”.

Remember it like this: Think of tone as spice. Academic writers almost always cook it medium: rarely fiery, rarely sugary. So expect “qualified” or “moderate”.

Words to know

Historiography
The history of how historians have interpreted a subject. “The historiography of the 1920s” means the series of scholarly views on the 1920s.
Primary vs secondary source
Primary sources were made at the time: letters, diaries, census records, wills, court records and newspapers. Secondary sources are later interpretations, such as books by historians.
Revisionist
A new interpretation that overturns the accepted one. In academic writing the word is neutral, not an insult. The sequence is “orthodox” or “traditional”, then “revisionist”, then “post-revisionist”, a synthesis.
Social history / “history from below”
History that started in the 1960s–70s. It studies ordinary people, such as workers, women, slaves and immigrants, rather than kings and presidents. It often uses quantitative data, such as census figures and election returns. Economic history done with statistics is called “cliometrics”.
Ethnohistory
Using documents plus anthropology to study peoples who left few written records of their own, such as Native Americans and the Aztecs.
Oral history
Recorded interviews with eyewitnesses (p.4).
Agency
People’s ability to act and shape their lives, rather than being passive victims. It is a favourite theme of women’s and minority history.
Ideology
A system of beliefs that explains or justifies how a society is arranged, for example the “ideology of domesticity”.
Anachronism / presentism
Projecting today’s categories onto the past or onto other cultures. Scholars often warn against it.
Ethnocentrism
Judging other cultures by your own culture’s standards (p.37).
Periodization
How history is divided into eras, such as the “Renaissance” or the “Progressive Era”. Feminists asked whether these eras mean the same thing for women (p.23).

Foundation 6 · School-science toolkit

In American high schools, students take biology, chemistry and physics, and often earth and space science too. The science readings assume you already know the ideas in this toolkit, so here they are as short stories.

Chapter 1 · The detective’s method

A scientist works much like a detective. Picture a detective at a crime scene, studying the clues and naming a suspect. In science, that suspect is a hypothesis: a proposed explanation that can be tested.

A good suspicion can be checked. Some clue, such as a solid alibi, could clear the suspect. Science has the same rule: a claim counts as scientific only if some observation could prove it wrong. Such a claim is falsifiable, or testable.

Sometimes the tools for a test do not exist yet. The Milankovitch theory, for example, was “untestable” until dating methods, ways of telling how old something is, appeared (p.67).

Next comes the test itself. An experiment changes one thing, the variable, and compares the result with a control group that does not get the change. Think of two pots of dal cooked the same way, with a new spice added to only one. The plain pot is the control, so any difference in taste comes from the spice.

Do not confuse a hypothesis with a theory. In everyday English, “theory” can mean a guess. In science, a theory is a broad explanation that has been well tested, such as evolution or gravity. If a hypothesis is one suspect, a theory is the full story of the case, checked against clue after clue.

Remember it like this: A hypothesis is a suspect, and a fair suspect can be cleared by an alibi. The control is the pot of dal without the new spice.

Chapter 2 · When clues mislead

Some clues mislead. A man seen near two crime scenes may simply live nearby. In the same way, two things that move together show a correlation. That does not prove causation, that one of them causes the other.

Think of the monsoon. Umbrella sales and muddy roads rise together, yet umbrellas do not make roads muddy. The rain drives both.

A detective may also replay the crime: if the thief left at nine, the footprints should point this way. Scientists do the same with a computer model, or simulation. It works out what should happen under a set of assumptions. You will meet a model of a meteor stream as a “pipe” (p.69) and one of asteroid collisions (p.72).

Then there is the clue that does not fit, like a dog that stays silent when it should bark. An observation that departs from what was expected is an anomaly. Anomalies often lead to a new theory.

Last, a good detective asks whether the clues themselves are lopsided. Perhaps only some witnesses were questioned, or rain washed away some footprints. In science, such a lopsided picture is bias: a systematic, one-sided distortion in the data. Sampling bias comes from how the data were gathered, and preservational bias from what happened to survive (p.82).

Remember it like this: Umbrellas and muddy roads rise together, but the rain causes both: correlation is not causation. An anomaly is the dog that does not bark.

Chapter 3 · The cell and its recipe book

The cell is the basic unit of life, just as a brick is the basic unit of a wall. A nucleus is a walled-off inner core inside a cell. Prokaryotes, such as bacteria and archaea, have no nucleus.

Plants, animals, fungi and protists are eukaryotes. Their cells do have a nucleus. They also have organelles, small working parts inside the cell, such as mitochondria.

Cells carry DNA, which works like a master recipe book. A gene is one recipe: a stretch of DNA that codes for a protein. The cell copies a recipe into RNA, a working copy, and uses that copy to build the protein. So the instructions pass from DNA to RNA to protein.

A mutation is a change in the DNA, like a change in the wording of a recipe. Proteins are chains built from 20 kinds of amino acids, like beads on a string. Enzymes, which speed up chemical reactions in living things, are proteins too.

Remember it like this: DNA is the recipe book and a gene is one recipe. RNA is a photocopy taken to the kitchen, and the protein is the finished dish.

Chapter 4 · Evolution by natural selection (1859)

Darwin and Wallace put forward the idea of evolution by natural selection, and Darwin’s 1859 book made it famous. It explains how living things change over many generations, and it needs three ingredients.

First, members of a species differ from one another. This is variation. Second, parents pass traits to their young. This is heredity.

Third, some individuals survive and reproduce more than others. Over many generations, helpful traits become more common, and living things become better suited to their surroundings. This fit is called adaptation. A farmer who saves seed only from the best plants improves a crop in a similar way, but in nature no farmer does the choosing.

In everyday English, “fit” means strong or healthy. In biology, fitness means reproductive success: how many young a living thing leaves behind. Some traits spread because they help win a mate, either because mates prefer them or because they help beat rivals. This is sexual selection.

Biologists also sort living things into nested groups. This is taxonomy. The ranks run from the broadest to the narrowest: domain, kingdom, phylum, class, order, family, genus and species. A species is one kind of living thing, and humans, for example, are the species Homo sapiens.

Remember it like this: In biology, fitness is counted in babies, not muscles. Taxonomy is life’s postal address: it narrows from domain down to species, as an address narrows from country down to one house.

Chapter 5 · Who eats whom, and who keeps warm

Ecology studies how living things relate to one another and to their surroundings. A food web maps who eats whom. Predators are the hunters, and prey are the hunted.

Each feeding step in the web is a trophic level: plants, then plant-eaters, then the meat-eaters that eat them. A species’ niche is its role and way of life, much like a person’s trade in a village. A population is all the members of one species in one area.

Ecologists use two more labels. A keystone species is named after the keystone, the top stone that locks an arch together. An invasive species is a newcomer that spreads into a place where it did not live before.

Animals also differ in where their body heat comes from. Mammals and birds are endotherms, the “warm-blooded” animals, and they make their own heat. Reptiles, amphibians and fish are ectotherms, the “cold-blooded” ones, and they depend on heat from outside. Endo means inside and ecto means outside.

Remember it like this: A food web is the menu of the wild, showing who eats whom. Endotherms run their own heater, while ectotherms warm up in the heat around them.

Chapter 6 · A train through deep time (4.54 billion–150 million years ago)

Picture a train that sets off when Earth forms and runs all the way to today. The dates on this line are so old that we count them in millions and billions of years, so scientists call this huge span deep time. Geologists split it into named stretches, much as historians split Indian history into ancient, medieval and modern times. The full list of names and dates is the geologic timescale.

The first station is 4.54 billion years ago, when Earth forms. Life appears by about 3.5 billion years ago or earlier, as cells much like bacteria. This train stops only at a few big stations, so it now skips far ahead.

About 540 million years ago comes the Cambrian explosion, when most animal groups appear. Conodonts first appear a little later, about 520 million years ago (p.84).

At 252 million years ago the train passes the Permian extinction, the largest extinction ever. It opens the Mesozoic, the “age of dinosaurs”, which has three parts: the Triassic, then the Jurassic, then the Cretaceous. About 150 million years ago, in the Late Jurassic, comes Archaeopteryx, the oldest known bird (pp.79–80).

Remember it like this: Earth forms at 4.54 billion, most animal groups appear at 540 million, and the largest extinction strikes at 252 million. Then the age of dinosaurs pulls three coaches: Triassic, Jurassic, Cretaceous.

Chapter 7 · The train reaches our time (66 million years ago–today)

At 66 million years ago the train passes a disaster. An asteroid strikes at Chicxulub, in Mexico, and ends the non-bird dinosaurs. This begins the Cenozoic, the “age of mammals”.

About 7–6 million years ago, the family line that leads to humans and the one that leads to chimps split apart. Scientists call such family lines lineages. Later, the australopithecines, early human relatives, live about 4.2–2 million years ago (p.83).

From 2.6 million to 11,700 years ago runs the Pleistocene, the “Ice Age”. It brings repeated glaciations, long cold spells when great sheets of ice spread across the land (p.67). It is also the age of the megafauna, very large animals such as mammoths and giant sloths. Fossils from this age lie in the La Brea tar pits (p.82).

About 300,000 years ago, Homo sapiens, our own species, appears in Africa. The last stretch of the line is the Holocene, the last 11,700 years. It brings farming and civilisation, and we still live in it today.

Remember it like this: The non-bird dinosaurs get off at 66 million. Our line parts from the chimps at 7–6 million, and Homo sapiens boards only about 300,000 years ago, near the end of the line.

Chapter 8 · Locks and keys in the brain

A neuron is a nerve cell, and neurons pass messages from one to the next. Where two neurons meet, a tiny gap separates them. This meeting point is called the synapse.

To cross the gap, the first neuron releases a chemical messenger called a neurotransmitter. The next cell carries receptors, and the messenger fits a receptor the way a key fits a lock. So the message travels from a neuron, across the synapse, carried by a neurotransmitter, to a receptor.

Other chemicals can fit the same locks. An agonist is a key that fits and turns, so it switches the receptor on. An antagonist blocks the receptor instead, like a wrong key that fits but will not turn.

A wrong key stuck in a lock also keeps the right key out. Caffeine works this way: it is an antagonist that blocks adenosine (p.60).

Remember it like this: The neurotransmitter is the key and the receptor is its lock. An agonist turns the lock. An antagonist, such as caffeine, jams it so the right key cannot get in.

Chapter 9 · Gravity and light (1687–1915)

In 1687 Newton set out his law of gravity: every mass attracts every other mass. An orbit is the path one body follows around another, as the Moon circles Earth.

Orbits hold a useful secret. How fast something orbits reveals how much mass lies inside its orbit. This is the key trick behind the study of double stars, black holes and dark matter (pp.65, 68, 73).

Then came Einstein. In 1905 he put forward special relativity, which says that nothing travels faster than light. Light covers about 300,000 km every second, a speed that physicists write as c.

In 1915 his general relativity said that gravity bends light, much as a glass lens bends light. This effect is called lensing (p.76).

Remember it like this: Newton: every mass pulls every other. Orbits: speed gives away the mass inside. Einstein: light sets the speed limit, and gravity bends light like a lens.

Chapter 10 · A journey out into space

Now take a second journey, this time outward from Earth. The first stop is the Moon, about 384,000 km away. Beyond that, distances grow so large that kilometres stop being handy.

So astronomers describe distance by how long light takes to cover it, just as we say a town is “two hours away”. The Sun is 8 light-minutes away, because its light takes about 8 minutes to reach us. A light-year is likewise a distance, not a time: how far light travels in one year.

The nearest star beyond the Sun is 4.2 light-years away. Our own galaxy, the Milky Way, is about 100,000 light-years across and holds between 100 and 400 billion stars.

Further out lies Andromeda, another galaxy, 2.5 million light-years away. The light we see from it set out about 2.5 million years ago. The journey ends with the biggest number of all: the universe itself is about 13.8 billion years old.

Remember it like this: A light-year is a distance, like a town “two hours away”. Light from Andromeda is a letter posted 2.5 million years ago, and we are only reading it now.

Chapter 11 · Inside the atom

An element is a basic substance, such as oxygen or carbon. Neutrons are tiny particles found at the centre of atoms.

Atoms of the same element can hold different numbers of neutrons. These different versions are called isotopes. Oxygen-16 and oxygen-18, for example, are two isotopes of oxygen (p.67). Carbon-14, an isotope of carbon, gives its name to carbon-14 dating, a method of working out ages.

Quantum mechanics describes the world at the scale of atoms. There, particles behave like waves of probability, and the wave shows how likely a particle is to be found in each place. One surprising result is tunnelling: a particle can pass through a barrier that seems impossible to cross (p.77).

Remember it like this: Isotopes are like two tiffin boxes of the same make, one packed with more rotis: same element, more neutrons. At atomic scale, particles act like waves of chance.

Words to know

Hypothesis vs theory
A hypothesis is a proposed explanation that can be tested. A scientific theory is a broad explanation that has been well tested, such as evolution or gravity. It is not a “guess”.
Falsifiable / testable
A claim is scientific only if some observation could prove it wrong. The Milankovitch theory was “untestable” until dating methods appeared (p.67).
Control / variable
An experiment changes one variable and compares the result with a control group.
Correlation ≠ causation
When two things move together, that does not prove that one causes the other.
Model / simulation
A computer model works out what should happen under a set of assumptions. Examples are the meteor stream “pipe” (p.69) and asteroid collisions (p.72).
Anomaly
An observation that departs from what was expected. Anomalies often lead to a new theory.
Bias (sampling, preservational)
A systematic distortion in the data (p.82 rules out several biases).

Topic 1 · Women / Feminism 28 readings · pp.4–31

This is the biggest group of readings in this guide. Nearly all of them deal with the history of American women, as scholars wrote it between the 1970s and the 2000s. Before you start, read Foundation 4 again for coverture, separate spheres and the “waves” of feminism. Many readings set the views of earlier scholars against newer work, so keep track of who holds which view.

Where each reading sits in time (click a page number to jump to its card)
  • Outside the US, before 1700
  • before 1521Aztec Mexico: weaving and cooking p.16
  • 1400sRenaissance Florence and Europe: Strozzi p.22; Burckhardt vs Kelly p.23
  • 1600sSilk workers in Florence p.9; Royalist women in the English Civil Wars p.25
  • Colonial America and the early Republic
  • 1670–1770sConnecticut women in debt courts p.19; Quaker Philadelphia, 1760s p.21
  • 1780s–1800s“Republican motherhood” and girls’ schooling p.24
  • 19th century
  • 1820–1860Cult of domesticity and benevolence p.7; Virginia Whig women p.6; coverture and class p.15
  • 1840s–1850sMexican California and 1848 p.28; the 1850 census p.12; women’s “politics” without the vote p.29
  • 1800–1930English farmhouse cheese-making p.27; history becomes a profession (late 1800s) p.17
  • 1890–1920: the Progressive Era and World War I
  • 1890–1917Working women’s consciousness p.10; women in service jobs p.11; child labour vs working-class mothers p.26; New York City food boycott, 1917 p.20; Russian feminism under the last tsars p.30
  • 1920–1945
  • 1920sDid suffrage “fail”? p.5
  • 1930s–40sCIO unions p.14; Eleanor Roosevelt p.18
  • After 1945 and theory
  • 1950s–90sFeminist oral history p.4; Latin American urban migration p.13; Ewha, Korea, 1977 p.31; relational vs individualist feminism p.8
p.4Women’s oral narratives as historical evidencehistoriography · oral history · WWII · second-wave feminism

In short: Feminist theory treats women’s oral narratives, or spoken life stories, along with written autobiography, as the method that comes closest to the “reality” of women’s lives. The author warns that oral accounts are no more disinterested, or impartial, than written ones. They are shaped by the usual rules of storytelling, and by cultural and political forces the speaker may not notice.

The story

For a long time, history books were about the public lives of men: wars and governments. Then, in the late 1960s and the 1970s, came second-wave feminism, the women’s movement of those years. Its slogan was “the personal is political”, meaning that private life is political too. That slogan is why feminist theory values women’s own stories.

Alongside the movement, women’s history became a proper academic field. Because the old history was about men in public life, its scholars turned to new sources: diaries, letters and interviews. Oral history means recorded interviews with people who saw events for themselves. Think of recording a grandparent’s memories of Partition before they fade.

In America, Studs Terkel made oral history popular, for example with his book “The Good War” in 1984. Other projects interviewed women who had worked in factories during the Second World War. In that war, millions of men were in uniform. About 6 million more women took paid jobs, many in defence plants, the factories that made war goods.

Government posters, with “Rosie the Riveter” and the slogan “We Can Do It!”, made this work look glamorous. After 1945, most of these women were laid off or pushed back into the home. Today every American knows Rosie, and the familiar story that the war “brought women into the workforce”.

Remember it like this: A disinterested umpire has nothing riding on the match, so he can judge fairly. An uninterested umpire is simply bored. Many people mix up the two.

Words to know

Disinterested
Impartial, without bias. It does not mean “uninterested”. Mixing the two up is a classic vocabulary mistake.
Methodology
The method or type of evidence a scholar uses.
At face value
Taken just as it appears, without checking it closely.
Political rhetoric
Public language meant to persuade, such as wartime propaganda.

Reading tip: Name the job of each part of the text in your own words. A fair one-line summary of the whole must cover every part, and its verb should be no stronger than what the author actually does.

p.5Women’s suffrage and the 1920s19th Amendment · Jane Addams · 1920s · ERA

In short: Recent feminist scholars reject the old verdict that suffrage, women’s right to vote, had failed. That verdict rested on two things. No women’s voting bloc appeared, and women’s votes did not produce moral government free of corruption. Yet in some ways these scholars still describe the late 1920s as a decline: the movement lost its unity and won few laws. The excerpt breaks off at that point.

The story

In August 1920, the 19th Amendment was added to the US Constitution. It forbids denying anyone the vote “on account of sex”. It ended a 72-year campaign that began at Seneca Falls in 1848. Its leaders included Susan B. Anthony, Elizabeth Cady Stanton, Carrie Chapman Catt and Alice Paul.

The campaigners, called suffragists, had made a promise. Women would vote together as a moral bloc, a women’s “vote bank”, as Indians might say. They would clean up politics, ending corruption and closing the saloons, or bars. The promise was tied to the temperance movement against alcohol, and to Prohibition, the national ban on alcohol that came in 1919.

In fact, once women could vote, they voted much like the men of their own class, region and party. So critics declared suffrage a “failure”. Jane Addams, a leading Progressive reformer who founded Hull House in Chicago, made a quip about this charge. Its point was that nobody asks whether men’s suffrage has failed.

The early 1920s brought some wins. The Sheppard–Towner Act of 1921 gave federal money for the health of mothers and babies, until it lapsed in 1929. The Cable Act of 1922 gave married women their own citizenship.

After about 1925, the mood turned conservative and pro-business, and reformers faced “Red Scare” attacks, born of a fear of communism. Reformers also split over the ERA, the Equal Rights Amendment proposed by Alice Paul in 1923. Some backed it, and others backed protective labour laws for women.

Today, Americans learn that 1920 is the year women got the vote. They know Susan B. Anthony, who was once on a dollar coin, and the “flapper”, the popular image of the 1920s. She stood for a younger generation that saw organised feminism as old-fashioned. American campaigners called themselves “suffragists”, and “suffragette” was mainly a British word.

Remember it like this: “19 in ’20”: the 19th Amendment gave women the vote in 1920. Americans who fought for it were suffragists. The “-ette” word, suffragette, was mainly British.

Words to know

Suffrage / franchise
The right to vote. To “enfranchise” someone is to give them the vote.
Voting bloc
A group that votes together as a unit.
Gender consciousness
Women’s awareness that they share interests as women.

Reading tip: There are three positions: the old view (failure), the new scholarship (not a failure, but decline after the mid-1920s), and the author, whose own position you must infer from how the text treats that scholarship. Keep them separate.

p.6Antebellum Virginia women and party politicsantebellum · Second Party System · Whigs · 1840 campaign

In short: Political historians, who study voting records and newspapers, give women little attention because women could not vote. Women’s historians, who study diaries, wills and associations, show little interest in party politics. Most historians underestimate women’s party loyalty. Virginia’s Whigs tried to win over women at rallies in the 1840s. They said that politically informed women would raise families loyal to the party. The excerpt breaks off mid-sentence there.

The story

Antebellum means “before the war”. Americans use it for the years from about 1815 to 1861, before the Civil War. In those years, two big parties fought for power. Historians call this the Second Party System, and it ran from about 1828 to 1854.

On one side stood the Democrats of Andrew Jackson, who spoke for farmers, states’ rights and the “common man”. On the other stood the Whigs, founded in 1834 to oppose “King Andrew”. They backed Henry Clay’s plan of tariffs, or taxes on imports, plus a national bank and new roads and canals. They were strong among middle-class, evangelical Protestant reformers.

In 1840, William Henry Harrison ran the “Log Cabin and Hard Cider” campaign, with the slogan “Tippecanoe and Tyler Too”. It was the first modern mass campaign, with parades, songs, barbecues and huge rallies, much like an Indian election season. About 80% of eligible voters turned out, and women came to the rallies and sewed banners. This was the “new American political nation”.

By the 1840s nearly all white men could vote. Women, enslaved people and most free Black men could not. The organised “woman’s rights movement” began at Seneca Falls in 1848. Whig “female politics” was different: women took part as moral supporters of a party and as influencers, not as people seeking the vote.

The Whigs fell apart over slavery in the mid-1850s, and the Republican Party replaced them. Today Americans know Andrew Jackson, whose face is on the $20 bill, but they know the Whigs only vaguely. In school textbooks, the 1840 campaign is a standard “first” of mass politics.

Remember it like this: Antebellum comes from Latin: ante means “before” and bellum means “war”. In those years, Democrats were the party of Jackson and the “common man”. Whigs were the party of Clay, with roads, canals and a bank.

Words to know

Partisan
Loyal to a political party.
Propaganda
Material spread to promote a cause. Here it means the Whig party’s own publicity.
Allegiance
Loyalty.

Reading tip: To judge what a group of scholars would agree with, find the sentence where the author discusses them and stick to its exact claim.

p.7The cult of female domesticity & the ideology of “female benevolence”separate spheres · 19th-century reform · coverture · philanthropy

In short: Nineteenth-century Americans believed that women were morally superior. This idea was at the core of the cult of domesticity. Ironically, this “female benevolence” let women leave the home for prisons, hospitals, battlefields and slums. Some came to hold real authority over a community’s resources. Their actual work was businesslike. They got legal charters for their societies and raised money. The law limited their right to control money and property, so they found clever legal ways to run and fund their charity work. Some clung to the sentimental image, because it gave their real authority an air of altruism, or selflessness. The excerpt breaks off just as the text begins to say what clinging to it also prevented.

The story

Picture America in the 1820s. Industry is growing, and with it a new middle class. Paid work is moving out of the home. So people come to see the home and the world of paid work as separate spheres.

In 1966 the historian Barbara Welter gave this age’s ideal of womanhood a name: the cult of true womanhood, also called the cult of domesticity. The true woman was pious, or deeply religious, and pure. She was also submissive, or obedient, and domestic, devoted to her home.

Benevolent work, or organised charity, took many forms. Volunteers ran orphan homes and Sunday schools, campaigned against prostitution, and fought alcohol through the temperance movement. The Women’s Christian Temperance Union was founded in 1874.

Others worked for abolition, the ending of slavery, or for relief in the Civil War. In that war, a giant civilian relief agency, the US Sanitary Commission, ran largely on women’s volunteer labour.

The law set limits. Under coverture, a married woman could not own property or sign contracts. So charitable societies got charters, acts of state legislatures that made them legal bodies, much like registering a society or a trust in India. They also used men as trustees, or chose single women and widows as officers.

Today, students in APUSH, an advanced US history course in high school, memorise a sequence. First came Republican Motherhood, the duty of mothers to raise good citizens, then the Cult of Domesticity, then Seneca Falls. They also learn about two Civil War nurses. Clara Barton founded the American Red Cross in 1881, and Dorothea Dix also reformed asylums for the mentally ill.

Remember it like this: Turn the four virtues into four orders: pray, stay pure, obey, stay home. That was the “true woman” of the cult of domesticity.

Words to know

Benevolence / philanthropy
Charitable good works and organised charity.
Charter
A legal grant that creates a company or a society.
Altruism
Selfless concern for others.
Tenaciously
Firmly, refusing to let go.

Reading tip: Signal words (“Moreover”, “In contrast”, “But”) show how each sentence relates to the one before, so mark them as you read.

p.8“Relational” vs “individualist” feminismequality vs difference · Anglo-American rights tradition · Karen Offen

In short: Western feminism has used two ways of arguing. Relational feminism argues for “equality in difference”, which means equity, not sameness. In its view, biology creates a division of labour between the sexes, and motherhood is undervalued. Individualist feminism stresses individual rights and autonomy, or independence, and plays down gender roles. The two existed side by side until the late 19th century. Between 1890 and 1920, relational feminism, still dominant in continental Europe and outside the West, lost ground in England and the US. The excerpt breaks off as the text begins to explain why.

The story

Feminists have long argued over one question. Should women be treated the same as men? Or should their differences, such as motherhood, be valued and protected? This is the equality-or-difference debate.

England and America share a long tradition of rights. It runs from Magna Carta in 1215, through the English Bill of Rights of 1689, to the US Declaration of Independence in 1776. Along the way, John Locke argued that every person has natural rights to life, liberty and property. This is the Anglo-American rights tradition.

Feminists in this tradition argued that women are individuals with the same rights as men. Mary Wollstonecraft made the case in A Vindication of the Rights of Woman in 1792. At Seneca Falls in 1848, campaigners declared that “all men and women are created equal”. J.S. Mill followed with The Subjection of Women in 1869.

On the continent of Europe, especially in France, another tradition stressed the family, motherhood and a woman’s duty to the nation. It led to maternalist policies that support mothers, such as paid maternity leave and family allowances. Europe has such policies, and the US largely lacks them. The US has no national paid maternity leave, and a 1993 law, the FMLA, guarantees only unpaid leave.

The same split came back in America in the 1920s. Supporters of the ERA, the Equal Rights Amendment, wanted women treated the same as men. Supporters of protective labour laws wanted special rules for women workers, such as limits on their hours. Today, Americans tend to assume that “equal rights” is the only kind of feminism.

Remember it like this: Equality is a school uniform: everyone wears exactly the same thing. Equity is a tailor: each person’s clothes are cut to their own size.

Words to know

Equity vs equality
Equity is fairness, which may mean treating people differently. Equality is treating everyone the same.
Procreative labour
Having and raising children, seen as work.
Autonomy
Self-rule, independence.

Reading tip: Pin down each school’s definition precisely, because it is easy to swap features between the two.

p.9Florentine textile workers, human capital theory & “overcrowding”economics · gender wage gap · 17th-century Italy · supply & demand

In short: Human capital theory explains why women in 1600s Florence held low-skill jobs. Having children interrupted their working lives, so they learned fewer skills. The theory also explains why they chose jobs that could be done at home, such as weaving. But it can’t explain the pay gap between two jobs that were both low-skill, such as men in building work and women weaving taffeta. That gap comes from splitting jobs by gender. So few jobs were open to women that their trades were overcrowded, which pushed women’s pay down and men’s pay up.

The story

Picture Florence in the 1600s. Its golden age, the Renaissance, is over, and the Medici family now rule the city as Grand Dukes. But Florence still lives on cloth. Its wool and silk sell all over Europe. Two powerful guilds, one for wool and one for silk, decide who may learn the trade, who may join it, and what counts as good work.

Making fine cloth takes several steps. First, workers comb or card the raw fibre to untangle it. Spinners then twist it into yarn, and weavers turn the yarn into cloth on a loom. Last, the cloth is finished and dyed. One luxury product is taffeta, a crisp, smooth silk.

Not all of this work needs a workshop. Under the putting-out system, a merchant drops off raw material at a worker’s home and later pays for each finished piece. So weaving can be done at home.

Now jump forward three hundred years. Economists want to know why women earn less than men, and two answers stand out. The first is human capital theory, made famous by the American economist Gary Becker, who won the Nobel Prize in 1992. It treats skills like savings in a bank: the more training you put in, the more you earn later. A worker who expects long breaks from work puts in less, so she earns less.

The second answer is crowding, an idea of the economist Barbara Bergmann in the 1970s. Imagine a town where women may enter only a handful of trades. They all pile into those few jobs, so employers can pay them less. Men’s trades face less competition, so they pay more. It is simple supply and demand.

American economics students still meet these two answers when they study today’s gender pay gap. One side stresses choices and skills. The other stresses segregation and discrimination.

Remember it like this: Human capital is a savings account of skills: put more in, earn more later. Crowding is twenty tomato sellers squeezed into one small market: everyone has to sell cheap.

Words to know

Human capital
The skills, education and experience that make a worker productive. Schooling and training are “investments” in it that should raise pay later.
Occupational segregation
Men and women, or other groups, working in different jobs.
Crowding
Squeezing too many workers into a few jobs, which drives pay down in those jobs.
Guild
A medieval or early-modern club of craftsmen or merchants that controlled training, quality, and who could join a trade.
Putting-out system
The pre-factory system: merchants gave workers raw materials at home and paid them for each finished piece.
Piece rate
Pay for each item made, not for each hour worked.

Reading tip: Note exactly what the text says each theory explains, and use only that.

p.10Sarah Eisenstein: working women’s consciousness, 1890–WWIlabour history · ideology of domesticity · Triangle fire · Progressive Era

In short: The late Sarah Eisenstein left some essays unfinished. In them, she argued that working women at the turn of the century neither fully accepted nor rejected the dominant “ideology of domesticity”. In her view, they adapted this ideology to their own experience, and they did the same with feminism, socialism and trade unionism. So, she held, wage work helped to produce a new “consciousness”. The excerpt breaks off just as the text says this “to some extent challenges the recent, controversial” view of another scholar.

The story

Sarah Eisenstein lived from 1946 to 1978. She died young, and her work was left unfinished. Her book came out after her death, in 1983. Its full title is Give Us Bread but Give Us Roses: Working Women’s Consciousness in the United States, 1890 to the First World War.

Picture America between 1890 and 1917. Millions of young single women work for wages, and many are immigrants who are Jewish, Italian or Irish. They sew in garment shops, run machines in textile mills, sell in department stores or work as servants in other people’s homes. Think of the young women in garment workshops in Indian cities today.

These years saw famous strikes. In 1909, shirtwaist makers in New York, who sewed women’s blouses, walked out in the “Uprising of the 20,000”. In 1912, textile workers in Lawrence, Massachusetts, held the “Bread and Roses” strike. The Women’s Trade Union League, founded in 1903, linked middle-class reformers with the workers.

On 25 March 1911, fire swept through the Triangle Shirtwaist Factory in New York. It killed 146 people, mostly young immigrant women trapped behind locked doors. The disaster led to factory-safety laws. Every US history textbook treats the Triangle fire as a turning point in labour law.

Remember it like this: Count 9, 11, 12: the shirtwaist strike in 1909, the Triangle fire in 1911, and the “Bread and Roses” strike in 1912.

Words to know

Ideology of domesticity
The belief that a woman’s proper place, and her fulfilment, lie in home, marriage and motherhood.
Consciousness
In Marxist and feminist writing, awareness of the position and interests one shares with others, as in “class consciousness” or “gender consciousness”.
Trade unionism
Organising workers into unions.

Reading tip: Several positions are in play: the dominant ideology, Eisenstein’s reading, and the controversial view the text turns to. Note the exact degree of agreement or disagreement between them, because the meaning often turns on qualifiers.

p.11Female service workers & the persistence of sex segregation at workservice work · “female jobs” · sex segregation · “unfinished revolution”

In short: Early labour historians studied women in factories. They assumed that industry was blind to gender and set women free. They largely ignored service workers such as salesclerks, servants and secretaries. Yet sex segregation, the division of jobs by sex, survived even in industry. Historians now stress how the prevailing idea of femininity often decides which jobs go to women, even when that no longer fits new conditions. The excerpt breaks off at “For instance,” just before the examples.

The story

Picture Lowell, Massachusetts, between the 1820s and the 1840s. It was America’s first big factory town. Young women from New England farms, the mill girls, ran its textile machines. They lived in company boarding houses, a bit like a college hostel attached to the mill.

From about 1880 to 1930, the service sector, work that sells services rather than goods, grew fast. Department stores filled with “shopgirls”. The typewriter, which arrived in the 1870s, turned office work from a man’s job into a woman’s. By 1900, telephone operators were almost all women.

Yet until about 1940, the largest job for women, especially immigrant and Black women, was domestic service. These women worked as maids, cooks and servants in other people’s homes.

During World War II, when the US was at war from 1941 to 1945, millions of women took jobs in war plants. “Rosie the Riveter” became their symbol. When the men came home, many were laid off, and the baby boom followed.

Marxist and liberal thinkers, such as Friedrich Engels, had expected industrial wage work to emancipate women, or set them free. The gap between that hope and reality is called the “unfinished revolution”.

Today, the Lowell mill girls and Rosie the Riveter are standard textbook images. Many fields are still heavily sex-typed: most nurses and teachers are women, and most engineers are men. This sorting of jobs by sex, called occupational segregation, is a major driver of the gender pay gap.

Remember it like this: Flip through three snapshots of working women: a Lowell mill girl in the 1820s, a shopgirl or typist around 1900, and Rosie the Riveter in the 1940s.

Words to know

Sex-typed job
A job seen as suitable for only one sex, as in “women’s work” or “men’s work”.
Service sector
Work that provides services, not goods, such as sales, office work, domestic and personal service.
Clerical work
Office work such as typing, filing and bookkeeping.
Domestic service
Paid household work done by servants, maids and cooks.
Mill girls
Young New England women who worked in the Lowell textile mills in the 1820s–40s.
Emancipate
To set free from legal, social or economic limits.

Reading tip: Map the two camps: what earlier labour historians assumed and studied, and what newer historians emphasise instead. Then ask what job each example does in the argument.

p.12The 19th-century US census and women’s occupationscensus · household economy · 1850 · antislavery & women’s rights

In short: Census data on women’s work grew more detailed and precise over the 19th century, as society changed. Up to 1840, only the head of each household, presumed to be male, was named. Everyone else was simply counted. This mirrored a home-based farm economy and a social order of higher and lower ranks. In 1850, partly in response to the movements against slavery and for women’s rights, the census began to collect specific information about each person. The excerpt breaks off mid-sentence there.

The story

The US Constitution, in Article I, requires a census, or count of the people, every 10 years. The first was held in 1790. Its purpose is to divide seats in the House of Representatives, America’s Lok Sabha, among the states. Until 1865, an enslaved person counted as only “three-fifths” of a person for that purpose.

From 1790 to 1840, the census named only the head of household. Everyone else in the home was counted by age, sex, and free or enslaved status. The household, not the individual, was the economic unit. A wife’s work, and her children’s, was credited to the head.

The 1850 census was the first to list every free person by name. It recorded each person’s age, sex and birthplace, and for men it also recorded an occupation. Enslaved people went on a separate “slave schedule”, listed under their owners’ names. Their own names were usually left out.

Counting women’s work is still a matter of debate. Today, unpaid housework and care are left out of GDP, the total value of what a country produces. So a homemaker who cooks and cares for a family all day adds nothing to it. Americans fill in the census once a decade, and they learn about the Three-Fifths Compromise in school.

Remember it like this: Three-fifths: when House seats were shared out, every five enslaved people were counted as only three.

Words to know

Enumeration
The act of counting people.
Head of household
The person, presumed to be a man, listed as in charge of a household.
Gainful employment
Paid work, as opposed to unpaid work in the home.

Reading tip: Dates and causes are easy to mix up. Make a quick timeline (through 1840; 1850; later) and attach each reason the text gives to the right date.

p.13Latin American women & urban migrationBrazil · urbanisation · class · exchange networks · patronage

In short: Social scientists claim that migration to cities hurt Latin American women’s status unequivocally, or beyond any doubt. The author says the effects are “more complex than these theorists presume”, and can vary with women’s financial condition and social class. Very poor Brazilian women have relatively more job opportunity and security in cities than poor men do. So they may gain status relative to men without any gain in economic standing. Working outside the home also helps them extend their exchange networks of gifts, loans and childcare. The excerpt breaks off mid-sentence as a further point begins.

The story

Between the 1940s and the 1980s, Latin America urbanised very fast. In other words, its people moved from the countryside into the cities. Today it is about 80% urban, one of the most urbanised regions on Earth. Many of the poor live in large informal settlements, such as Brazil’s favelas, much like the slums of Mumbai.

Poor women who moved to the cities often worked as domestic servants in middle-class homes. In Brazil, this has historically been the largest job for poor women in the cities. Others worked in the informal sector, the world of small, unregistered work such as street vending and laundry. Poor men relied on unstable building work and day labour.

To survive, the poor build reciprocal exchange networks. Relatives and neighbours swap childcare, loans and food, and each favour is returned in time. A classic study of this is Larissa Lomnitz’s 1977 work on a shantytown in Mexico City.

Another kind of tie links people who are not equal. In a patron–client tie, also called clientelism, a richer patron gives loans, jobs or medical help. In return, the poorer client gives loyalty and service. These ties are strengthened by compadrazgo, or godparenthood.

Remember it like this: Exchange networks run sideways, between relatives and neighbours. Patron–client ties run up and down, between a richer patron above and a poorer client below.

Words to know

Status vs economic standing
Status is a person’s position compared with others, here compared with men. Economic standing is a person’s own income or wealth, not compared with anyone.
Socioeconomic class
A person’s position in society, measured by income, job and education.

Reading tip: Notice the exact wording of each claim the text reports and any conditions (class, measures of status) attached to it.

p.14Women in CIO industrial unions (Faue & Gabin)AFL vs CIO · New Deal · UAW · Minneapolis · gender ideology

In short: The CIO’s industrial unions of the 1930s–40s preached nondiscrimination, but women’s roles mirrored the gender ideology of the time. Elizabeth Faue, in her study of Minneapolis, stresses that women were vital at the community level when unions were being built. In her account, as unions became bureaucratic and separated from community politics, that base became increasingly irrelevant, and women were pushed to the margins. The excerpt breaks off as the text turns to Nancy Gabin’s study of CIO unions.

The story

The AFL, the American Federation of Labor, was founded in 1886 and led by Samuel Gompers. It was made up of craft unions, each for skilled tradesmen in one craft, such as carpenters or machinists. It often shut out women, Black workers and the unskilled.

In 1935, John L. Lewis led the founding of the CIO, which began as a Committee and became the Congress of Industrial Organizations in 1938. It built industrial unions: one union for all the workers in an industry, such as autos, steel or rubber, whatever their skill. It was far more inclusive. The two groups merged as the AFL-CIO in 1955.

The Wagner Act of 1935, part of the New Deal, guaranteed workers the right to organise and to bargain collectively. That means negotiating pay and conditions as a group. Union membership roughly quadrupled, to about 14–15 million by 1945.

Two strikes became landmarks. The first was the 1934 strike in Minneapolis by the Teamsters, the truck drivers’ union. There, the local community and the women’s auxiliaries, or support groups, were crucial.

The second was the 1936–37 sit-down strike in Flint by the United Auto Workers, or UAW, against General Motors. The workers sat down inside the plants and refused to leave, a bit like a dharna inside the factory. A Women’s Emergency Brigade supported them.

Remember it like this: Think of the AFL as separate clubs for each craft: one for carpenters, one for machinists. The CIO is one big club for everyone in the car plant, skilled or not.

Words to know

Bureaucratization
Becoming a formal organisation run by rules, with paid staff, contracts and set ways of handling complaints, in place of informal community networks.
Gender ideology
Shared beliefs about the proper roles of men and women. One example is the man as the “breadwinner”, earning a “family wage”.
Seniority
Job rights, such as protection from being laid off, based on how long a worker has served.

Reading tip: Note what each scholar studied (place, period, scope). Anything said to be true of both studies must fit both, so check it against each one.

p.15Women and social classclass theory · coverture · Mary Ryan · intersectionality

In short: Traditional models of class give women the class of their fathers or husbands. Some feminists answered that all women form one class, based on gender. Mary Ryan, for example, argued that in the early 19th century, working-class and middle-class married women had the same legal status: unpaid housework, no property and no vote. In her view, this outweighed their differences. Recently, other feminist analysts have questioned this model by examining how working-class women’s condition differed. The excerpt breaks off mid-sentence there.

The story

What decides a person’s class? For Karl Marx, it was your relation to the means of production, the land, tools and factories used to make goods. You either owned them or worked for those who did. Max Weber added status and power, while American sociologists usually measure socioeconomic status by income, job and education.

Married women also lived under coverture. In 1765 the English legal scholar William Blackstone wrote that “the husband and wife are one person in law”. A wife could not own property, sign contracts, keep her wages or sue.

Married Women’s Property Acts, which began to chip away at coverture, started in Mississippi in 1839 and New York in 1848. No women voted anywhere in the US, except propertied women in New Jersey from 1776 to 1807.

In this period, “free” women means women who were not enslaved. Enslaved women lived in an entirely different condition. Later scholars studied the differences among women, by class, race and ethnicity. This work led to intersectionality, a term coined by Kimberlé Crenshaw in 1989.

Remember it like this: Think of coverture as a merger: husband and wife become one person in law, and only the husband’s name survives.

Words to know

Means of production
The land, tools, factories and capital used to make goods. Marx defined class by whether you own them.
Socioeconomic status (SES)
One measure that combines income, education and job.
Coverture
The common-law rule that a married woman’s legal identity merged into her husband’s. As a “feme covert”, she could not own property, sign contracts, keep her wages or sue.
Intersectionality
How overlapping identities such as race, class and gender combine to shape a person’s experience. Kimberlé Crenshaw named it in 1989.

Reading tip: Keep each group’s view separate (who holds it, what evidence it rests on). It is easy to attach one group’s view to another group.

p.16Aztec women’s production: weaving & cookingAztecs · ethnohistory · women’s work · public/private anachronism

In short: Sixteenth-century documents suggest that Aztec women mostly wove and cooked, largely at home. So modern historians who apply the Western divide between “private” and “public” production may undervalue that work. A closer look, the author says, shows that treating their production that way would be a mistake, beginning with its importance for population growth. The excerpt breaks off as the evidence begins.

The story

In 1325, a people called the Mexica, better known as the Aztecs, founded the city of Tenochtitlan on an island in Lake Texcoco. Today it is Mexico City.

In 1428 they joined two other cities in the Triple Alliance and built a tribute empire over central Mexico. Conquered peoples had to send them goods, much as defeated kings in Indian history paid tribute to an emperor. The Basin of Mexico held 1–2 million people.

In 1521, the Spanish conqueror Hernán Cortés took Tenochtitlan. He had the help of thousands of local allies, the Tlaxcalans, and of smallpox, a deadly disease. The conquered land became “New Spain”.

Ethnohistory studies peoples who left few written records of their own, such as the Aztecs, by combining documents with anthropology. Its documents were written after the conquest by Spanish friars or by native scribes. Two famous ones are the Codex Mendoza, from about 1541, and the Florentine Codex, put together by Bernardino de Sahagún in the 1570s.

At birth, an Aztec girl was given spinning and weaving tools as a symbol, and a boy was given a shield and arrows. Making maize tortillas took hours of grinding every day, much like grinding grain on a stone hand-mill, the chakki, in an old Indian village home.

Remember it like this: Three dates, three pictures: 1325, a city rises on a lake island. 1428, three cities join hands. 1521, Cortés takes the capital.

Words to know

Tribute
Goods that conquered peoples must pay to the ruling state.
Demographic
Relating to population size and growth.
Ethnohistory
The history of peoples who left few written records of their own, pieced together from documents and anthropology.

Reading tip: To judge what the author would agree with, find the sentence that discusses the item and stay close to its wording. Don’t go further than the text does.

p.17History becomes a “scientific” disciplineRanke · “scientific” history · archives · public vs private sphere

In short: In the second half of the 19th century, history changed from a kind of literature into a “scientific” discipline. Women vanished as subjects of history, and the change also had important consequences for women as historians. There were two ironies. First, older works on women relied on secondary sources, which the strict new methods threw out. Second, research in archives did turn up new evidence about women. But historians judged it largely irrelevant, because they saw history as political history and saw women as belonging to the private sphere.

The story

Picture Germany in the 19th century. There, Leopold von Ranke founded modern history based on sources. He insisted on primary sources, records made at the time and kept in archives. He also insisted on critical editions of them, checked and printed with notes. He invented the research seminar and famously aimed to show the past “wie es eigentlich gewesen”, “as it actually was”.

Then history became a profession. Johns Hopkins started a PhD programme in 1876, journals appeared, and the American Historical Association was founded in 1884. E. A. Freeman gave the age its motto, displayed at Johns Hopkins: “History is past politics”. That meant states, wars, diplomacy and constitutions, all male, public spheres, like an old school textbook full of kings and battles.

Before this, many amateur women writers, not trained as historians, had written popular histories and life stories. One example is Agnes Strickland’s Lives of the Queens of England, from the 1840s. Now such books were dismissed as unscientific, and universities rarely hired women.

Remember it like this: A diary written during India’s freedom struggle is a primary source. A history of that struggle written decades later is a secondary source.

Words to know

Primary vs secondary sources
See Foundation 5.
Critical editing
Publishing old documents after experts have checked them, with notes.
Public vs private sphere
The public sphere is politics and work. The private sphere is home and family.

Reading tip: For a phrase such as “elements of irony”, locate each element in the text (“On the one hand …”, “On the other hand …”) and tie it to those exact lines.

p.18Eleanor Roosevelt (1884–1962)FDR · New Deal · biography · women’s reform networks · Joseph Lash

In short: When women’s history took off in the 1970s, Eleanor Roosevelt was one of the few American women whom both historians and the public knew. Yet she was still seen mainly as FDR’s wife, and her work was treated as a complement to his. This was so even though she was active in reform before his presidency and championed causes he did not. Joseph Lash wrote two sympathetic biographies, Eleanor and Franklin in 1971 and Eleanor: The Years Alone in 1972. They showed a complex woman. But they made her look idiosyncratic, a “mother to the nation” or a “busybody”, not a representative social type. The excerpt breaks off there.

The story

Eleanor Roosevelt was born in 1884, the niece of President Theodore Roosevelt. In 1905 she married a distant cousin, Franklin Delano Roosevelt, known as FDR. He was President from 1933 to 1945 and was elected four times. He led the country through the Great Depression and World War II, and he died in office in April 1945.

Eleanor was busy long before the White House. As a young woman she worked in a settlement house, a centre in a poor neighbourhood where middle-class reformers lived and offered help. In 1921 FDR was paralysed by polio. Through the 1920s Eleanor was active in the League of Women Voters, the Women’s Trade Union League and the women’s division of the New York Democratic Party. She also taught school, and she became his political “eyes and ears”.

In 1933 she became First Lady, the President’s wife. She held press conferences for women reporters only, so newspapers had to employ some women. She wrote a daily column, “My Day”, a bit like a public diary. She pushed for civil rights, young people and workers, often ahead of FDR. In 1939 the Daughters of the American Revolution barred the Black singer Marian Anderson from its hall, and Eleanor resigned from the group.

After 1945 she kept working. As a US delegate to the United Nations, she chaired the Human Rights Commission. It drafted the Universal Declaration of Human Rights in 1948, a statement of the basic rights every person should have. Then, in 1961–62, she chaired President John F. Kennedy’s Commission on the Status of Women.

Women’s history itself moved through stages. Early work celebrated exceptional “great women”. Later, social history, the history of ordinary people, asked what made a woman typical of a group or generation.

In America, Eleanor Roosevelt is a household name. In her lifetime she topped Gallup’s poll of the “most admired woman” year after year. FDR’s New Deal, his 1930s programmes of relief, recovery and reform, is a core part of what American students learn.

Remember it like this: FDR: four elections, one Depression, one world war. Eleanor: women’s groups before 1933, “My Day” in the White House, and human rights at the UN after 1945.

Words to know

Idiosyncratic
Peculiar to one person, and not explained by any general pattern.
Social type
A person who is typical of a group or generation.
First Lady
The President’s wife. The role is unofficial but very visible.
New Deal
FDR’s programmes of the 1930s for relief, recovery and reform (see Foundation 1).

Reading tip: Note whose view each sentence reports (the public’s, Lash’s, a later biographer’s). When you sum up one scholar’s view, use only what that scholar is reported to say.

p.19Colonial Connecticut women in court (Cornelia Dayton)colonial law · civil courts · promissory notes · percentages vs numbers

In short: Between 1670 and 1719, women took part in 1 of every 6 civil cases in Connecticut, cases mostly about debt. After 1719 the figure was 1 in 10, and by the 1770s it was 1 in 20. Cornelia Hughes Dayton’s 1995 book Women Before the Bar shows that this picture is deceptive. Both the number and the share of adult women who sued grew. But men’s legal activity grew much faster. Men’s credit networks spread far and wide, partly because promissory notes could be bought and sold. Women’s credit networks stayed local and personal. The excerpt breaks off mid-sentence, just as Dayton begins a conclusion: “although still performing crucial economic services in …”.

The story

Puritans, strict English Christians, founded the colony of Connecticut, starting with Hartford in 1636. In 1639 the settlers wrote down their rules in the Fundamental Orders, often called the first written constitution in America. Dayton’s book starts there and ends in 1789, the year the US Constitution took effect.

A civil case is a private dispute over a debt, a contract or property. In a criminal case, the state prosecutes an offence. Foundation 2 explains more.

Coins were scarce in the colonies, so trade ran on credit. Shopkeepers kept book debts, running accounts in a ledger, much like the khata at an Indian kirana shop. Neighbours also swapped IOUs, short notes that say “I owe you”. So suing a neighbour for debt was routine, not hostile.

A promissory note was a written promise to pay. Such notes were negotiable: the holder could sign one over or sell it to someone else, much as you can endorse a cheque. So credit became impersonal, and it could stretch to distant merchants. It was part of two bigger 18th-century changes: a more commercial Atlantic economy and the rise of professional lawyers.

Marriage decided whether a woman could sue in her own name. A single woman or a widow, a feme sole, could. A married woman, a feme covert, lived under coverture, which merged her legal identity into her husband’s. So she generally could not sue, except as her husband’s agent. The historian Laurel Thatcher Ulrich called such wives “deputy husbands”.

Remember it like this: Feme sole sounds like “solo”: a single woman or widow, who can sue in her own name. Feme covert is “covered” by her husband, so a wife usually cannot.

Words to know

Before the bar
In court. The “bar” is the railing in a courtroom. The word also means the legal profession.
Creditor / debtor
The one who is owed money / the one who owes it.
Far-flung
Spread over great distances.

Reading tip: Don’t confuse a falling percentage with a falling number. A group’s share can shrink while its count grows, if the total grows faster.

p.20The 1917 New York food boycott & the Socialist PartyWWI · cost of living · Socialist Party of America · New York City

In short: In February 1917, thousands of women in New York City boycotted chicken, fish and vegetables to protest against the high cost of living. They acted independently of any party. Food prices had been driven up partly by food exports to Europe since World War I began. The boycott shut much of the city’s food market for two weeks. The Socialist Party was strong in New York City and focused on elections and unions. It quickly organised cost-of-living protests to steer the movement toward Socialist goals. Underneath, though, most Socialists were indifferent to food prices and wanted to channel the energy elsewhere.

The story

World War I began in Europe in August 1914. The US stayed neutral until 6 April 1917, when it declared war, about two months after the New York boycott. In between, the US sold vast amounts of food and munitions to Britain and France, and that helped push up prices at home. Indians know this logic from onions: when large amounts go abroad, prices in the local market rise.

The Socialist Party of America was founded in 1901. Its leader, Eugene V. Debs, won about 6% of the vote for President in 1912. The party was strong among Jewish immigrant garment workers on New York’s Lower East Side. That district even sent a Socialist, Meyer London, to Congress.

The party opposed entering the war, and it was then repressed. In 1918 Debs was convicted under the wartime Espionage Act for an anti-war speech. The Red Scare of 1919–20, a wave of fear of radicals, followed.

The point of production is the workplace, with its strikes and unions. The point of consumption is the shop, where people buy. Marxists saw the workplace, along with elections, as the real arenas of class struggle, the fight between workers and owners. Housewives’ protests as shoppers, such as boycotts and rent strikes, looked secondary to them. That explains the Socialists’ “basic indifference”.

New York housewives had protested like this before. In 1902 Jewish housewives on the Lower East Side boycotted kosher meat, meat prepared under Jewish religious law, much as halal meat is under Muslim law. In 1907–08 came rent strikes, when tenants refused to pay rent. Later in 1917, in November, New York women won the vote in state elections. That was three years before the 19th Amendment gave women the vote nationwide.

Remember it like this: The point of production is the factory gate, where workers strike. The point of consumption is the shop counter, where shoppers boycott.

Words to know

Boycott
A group refusal to buy. The word comes from Captain Charles Boycott, in Ireland, in 1880.
Cost of living
The price of everyday needs such as food, rent and fuel.
Riveting
Grabbing and holding attention.
Political affiliation
Belonging to a party, or siding with one.

Reading tip: Keep each group’s goals and actions separate. Be clear about who did what, and why.

p.21Quaker schools & unmarried women in colonial Philadelphia (Wulf)Quakers · literacy · commonplace books · critique of marriage

In short: Karin Wulf, in her 2000 book Not All Wives, argues that educated young women in colonial Philadelphia, especially Quakers, resisted patriarchal marriage. In her account, they did so by copying poems critical of marriage into their commonplace books and exchanging them. She suggests that Quaker schools spread this critique to poor girls of diverse backgrounds. The author agrees that the critique circulated widely but says that Wulf probably overstates the schools’ role. Real literacy took about 3 years of study. Wulf’s own data for 1765, covering 128 students, imply that only about 17 poor non-Quaker girls studied that long.

The story

The Quakers, or Religious Society of Friends, were founded by George Fox in England in the 1650s. They believe in an “Inner Light” in every person. If everyone carries the same light, then women and men are spiritually equal. So Quaker women could preach, and they ran their own “women’s meetings”. Quakers were also pacifists, who refused to fight in wars, and they were among the first anti-slavery activists.

In 1681 the Quaker William Penn founded Pennsylvania as a “holy experiment” in religious tolerance. Its main city, Philadelphia, was founded in 1682 and nicknamed the “City of Brotherly Love”. By the 1770s it was the largest city in British North America. Like Mumbai today, it was very mixed. Quakers lived beside Anglicans, German sects, Scots-Irish Presbyterians, and free and enslaved Africans.

Quakers wanted both girls and boys to be literate. Their schools kept free “charity” places for poor children and for children who were not Quakers. The Quaker teacher Anthony Benezet, for example, ran schools for girls and for Black children.

Many readers of the 1600s and 1700s kept a commonplace book, a personal notebook for copying out favourite poems, quotations and recipes. Poems also passed among friends in handwritten copies, much as people forward a good poem on their phones today.

Under coverture, marriage ended a woman’s separate legal identity. A single woman or a widow, a feme sole, kept hers. That is why the large group of never-married and widowed women, the women who were “not all wives”, interests historians.

In colonial schools, reading was taught before writing. Many colonial women could read but not write. So “literacy competence” was a real barrier.

Remember it like this: Quakers: one Inner Light in everyone, so women may preach. A commonplace book: a handwritten scrapbook of favourite poems and quotations.

Words to know

Quakers (Religious Society of Friends)
A Protestant group founded in 1650s England. It is known for the “Inner Light”, the spiritual equality of women and men, pacifism and early opposition to slavery.
Commonplace book
A personal notebook for copying out favourite poems, quotations and other passages.
Patriarchy
A social system in which men hold the main authority in the family and in society.
Charity school
A free school for poor children, paid for by donations or by a religious body.
Feme sole
A woman, unmarried or widowed, who kept her own legal identity. She could own property and make contracts.

Reading tip: When an author responds to a named scholar, separate the scholar’s claims from the author’s, and note the evidence offered for each.

p.22Alessandra Strozzi & the Western idea of the “individual”Renaissance Florence · personhood · anthropology vs history

In short: Historians of Renaissance women measure “independence” and “options”. In doing so they assume the Western idea of a person as a bounded, autonomous unit. Anthropologists point out that many societies define a person through a web of relationships. One historian treats the 15th-century Florentine widow Alessandra Strozzi as an individual with goals separate from her sons’. Yet that historian’s own research shows that she mainly championed her sons’ interests. So she fits the anthropologist’s model better.

The story

Picture Florence in the 1400s. The Strozzi are a rich banking family, but in 1434 the powerful Medici exile them. Alessandra Macinghi Strozzi, born about 1407, is widowed young, in the 1430s. She stays in Florence while her sons live in exile, in Naples and Bruges.

About 70 of her letters to them survive. They are a famous source on Renaissance family life: arranging marriages, managing property and lobbying to end the exile. The exile was lifted in 1466, and her son Filippo later built the grand Palazzo Strozzi.

Florentine families of the time were patrilineal: they traced the family line through men. The male line, the family’s honour, dowries and arranged marriages counted for more than any one person’s wishes. A woman even needed a male legal guardian to make a contract.

Historians look for the “individual” because in 1860 Jacob Burckhardt claimed that the Renaissance discovered it (see p.23). The anthropologist Clifford Geertz famously called the Western idea of a “bounded, unique” self “a rather peculiar idea within the context of the world’s cultures”. Cultural psychologists contrast two kinds of self. The independent self, common in the US, stands on its own. The interdependent self, common in East Asia and South Asia, is defined by its relationships.

McKim Marriott described South Asian persons as “dividuals”, a play on “individuals”. The Indian joint family is a good mental model here. In it you are always someone’s son or daughter, nephew or cousin, and your place in that web helps define who you are.

Remember it like this: Picture the independent self as a sealed box, complete on its own. Picture the interdependent self as a knot in a fishing net, held in place by its ties to others.

Words to know

Personhood
What a culture counts as a “person”.
Autonomous
Self-governing, independent.
Intrinsically
By its very nature.
Agency
The ability to act on your own intentions.

Reading tip: Keep separate what the historian assumes, what her research shows, and what the author concludes.

p.23Did women have a Renaissance? Burckhardt vs Joan Kelly vs recent scholarsRenaissance · periodization · Burckhardt · Joan Kelly

In short: Jacob Burckhardt said that Renaissance women “stood on a footing of perfect equality” with men. Feminist scholars cite him before they present evidence of inequality. Joan Kelly argued the opposite in 1977: the Renaissance was a period of decline for women, compared with both Renaissance men and medieval women. Recent feminist scholars reject both the rosy view and the dark one, and they stress differences among women by social status and religion. Both earlier writers had generalised from upper-class Italian women. The middle of the text is missing. The visible ending reports a scholar’s “sober” conclusion: women’s verbal opposition to the ideologies that constrained them was “highly circumscribed”.

The story

The Renaissance, meaning “rebirth”, ran from roughly 1350 to 1600. It revived Greek and Roman learning, a movement called humanism. Famous names include Leonardo, Michelangelo, Petrarch and Erasmus.

The Renaissance began in the Italian city-states, small states each run from a city, such as Florence, Venice and Rome. From there it spread north to England, in the age of Elizabeth I, who reigned 1558–1603, and of Shakespeare. Gutenberg’s printing press, from about 1450, helped it spread.

In 1860 the Swiss historian Jacob Burckhardt published The Civilization of the Renaissance in Italy. That book defined the Renaissance as the birth of the modern individual. His view of women was based on a few highly educated noblewomen of the Italian courts.

In 1977 Joan Kelly wrote the essay “Did Women Have a Renaissance?”, a founding text of women’s history. Her key point concerned periodization, the way we divide history into named eras. An age of “progress” for men, she said, may be one of loss for women. Think of the monsoon: the same rains that bless farmers can flood a city’s commuters.

In Kelly’s view, medieval courtly love, the ideal of a knight devoted to a noble lady, gave aristocratic women some autonomy. The Renaissance court, she argued, made the lady an ornament. Castiglione’s Book of the Courtier (1528) pictures that court.

The querelle des femmes, “the woman question”, was a debate about women’s nature and worth that lasted centuries. Christine de Pizan’s Book of the City of Ladies (1405) is the famous early defence.

Remember it like this: Renaissance means “rebirth”: Greek and Roman learning wakes up in Italy around 1350 and reaches Shakespeare’s England by about 1600.

Words to know

Periodization
Dividing history into named eras.
Circumscribed
Kept within limits, restricted.
Public discourse
Speech and writing that is published or made in public.
Ideology
A system of beliefs that justifies a social order.

Reading tip: There are three positions to keep apart: Burckhardt (rosy), Kelly (dark), and the recent “it depends on which women” view. For each example, ask what job it does in its paragraph.

p.24“Republican motherhood” (Linda Kerber) and Thomas WoodyAmerican Revolution · civic virtue · female education

In short: In the mid-1980s, Linda Kerber’s thesis was that after the Revolution, an ideology of “republican motherhood” led to a surge in women’s education. A republic needed virtuous citizens. Families instilled virtue, and mothers were crucial. So leaders wanted educated mothers to raise virtuous sons. The thesis transformed historiography. Before it, Thomas Woody, writing in 1929, was almost the only historian of education who discussed girls. Using newspaper advertisements for academies, he found that schooling expanded for both girls and boys around 1750. He also saw a shift in attitudes already in “An Essay on Woman” (1753).

The story

The American Revolution began with fighting at Lexington and Concord in 1775. The Declaration of Independence came on 4 July 1776, America’s 15 August. The war ended with the Treaty of Paris in 1783, and the Constitution followed in 1787.

Republicanism, with a small r and no link to the Republican Party, was an 18th-century set of ideas drawn from ancient Rome. It held that a government without a king survives only if its citizens have civic virtue, putting the public good above private interest. Think of a cricket team that wins only if players bat for the side, not for their own records. In this view, luxury and corruption had destroyed Rome and could destroy America too. So raising virtuous children became a political task.

Linda Kerber named this idea republican motherhood. She developed it from the late 1970s into the 1980s, as in her 1980 book Women of the Republic. In this idea, women had no vote but a civic role at home, which justified educating them. Examples include Benjamin Rush’s 1787 Thoughts upon Female Education and Judith Sargent Murray’s 1790 essay “On the Equality of the Sexes”. Two schools are examples too: the Young Ladies’ Academy of Philadelphia, founded in 1787, and Litchfield Female Academy, in 1792.

An academy was a private, fee-paying school. Academies existed long before free public high schools spread after the 1830s, the time of Horace Mann’s movement for free, tax-funded common schools.

In APUSH, the Advanced Placement US History course, students memorise “Republican Motherhood” as a vocabulary term. They often pair it with Abigail Adams, who wrote “Remember the Ladies” in a 1776 letter.

Remember it like this: “Republican” with a small r means “no king”, not the party. Republican motherhood: the mother at home raises the virtuous citizens that a country without a king needs.

Words to know

Republicanism
An 18th-century set of ideas: a republic survives only if its citizens have civic virtue.
Civic virtue
Putting the public good above private interest.
Republican motherhood
Linda Kerber’s term for the idea, after the Revolution, that mothers served the nation by raising virtuous citizens. The idea justified educating women.
Academy
A private school that charged fees. Academies were common before free public high schools spread.
Common school
A free, tax-funded public elementary school. Horace Mann’s movement promoted them in the 1830s–40s.

Reading tip: When a text sets two scholars side by side, note each one’s claim and evidence separately before you compare them.

p.2517th-century English women and the English Civil WarsEnglish Civil Wars · Filmer · patriarchalism · Astell

In short: It is an “odd but indisputable fact” that nearly all 17th-century English women seen as forerunners of feminism sided with the Royalists in the English Civil Wars. Royalism is linked to Robert Filmer’s patriarchalism. In that theory the king rules like a father by divine right, and the father rules the household like a king. This makes it puzzling that Royalist women wrote the first sustained criticisms of wives’ subordination. They also made the first systematic claims of women’s rational and moral equality. Some historians question the “facile” equation of Royalism with Filmer’s patriarchalism. The text adds that the two sides may not have differed consistently on family organisation. The excerpt breaks off there.

The story

The English Civil Wars ran from 1642 to 1651. On one side were the Royalists, nicknamed “Cavaliers”, who supported King Charles I. On the other were the Parliamentarians, nicknamed “Roundheads” and often Puritans, strict English Christians. They fought over taxes, religion and royal power.

Charles I was beheaded in 1649. England then became a republic under Oliver Cromwell. In 1660 the Restoration brought back a king, Charles II. Later, the Glorious Revolution of 1688 and the Bill of Rights of 1689 made England a constitutional monarchy, with the king’s power limited.

Robert Filmer’s book Patriarcha, published in 1680, argued that kings inherit Adam’s fatherly authority from God. This idea is called the divine right of kings.

John Locke replied in 1689 with Two Treatises of Government. The First Treatise attacks Filmer. The Second sets out natural rights and government by consent, ideas that later became the basis of the US Declaration of Independence. Yet Locke still accepted a husband’s rule in marriage as “natural”.

Mary Astell, who lived from 1666 to 1731, was a High-Church Tory in the Royalist tradition. Her best-known lines come from Some Reflections upon Marriage, published in 1700 and again in 1706. One asks: “If absolute Sovereignty be not necessary in a State, how comes it to be so in a Family?” Sovereignty means supreme power. The other asks: “If all Men are born free, how is it that all Women are born Slaves?” Astell is often called the first English feminist.

Remember it like this: 1642–1660 is a round trip: civil war, a beheaded king, Cromwell’s republic, and then a king again.

Words to know

Patriarchalism
The political theory that a ruler’s power is like a father’s.
Absolute monarchy
Rule by a king who is not limited by parliament or law.
Facile
Too easy, shallow.
Forerunner
Someone who came earlier and led the way, a precursor.

Reading tip: Track which views the author merely reports (“historians have been … puzzled”, “Some historians have questioned”) and which the author endorses (“indeed”). When the author brings in an example, reread the sentences around it and name the job it does there.

p.26Progressive Era reformers and child labourProgressive Era · child labour · family economy · working-class families

In short: Women’s grassroots activism drove Progressive Era social reform. White middle-class women were largely unable to vote except in school elections. Even so, they won better working conditions, especially for women and children. Ironically, child-labour laws set women of different classes against each other. Reformers saw child labour and industrial home work as inhumane. But working-class families pooled every member’s wages. They saw strict child-labour laws as a personal economic disaster, so they resisted them.

The story

American textbooks usually date the Progressive Era to about 1890–1920. It was a reform response to industrialisation, growing cities, immigration and corruption. A broader definition runs from the Panic of 1893, a severe depression with mass unemployment, to US entry into World War II. For this reading, keep that broader span in mind.

Journalists called muckrakers exposed wrongdoing. Jacob Riis wrote How the Other Half Lives in 1890, and Upton Sinclair wrote The Jungle in 1906. Other reforms included food-safety laws, four amendments to the Constitution between 1913 and 1920, and Theodore Roosevelt’s trust-busting, the breaking up of giant companies.

Jane Addams ran Hull House, a settlement house in Chicago where reformers lived among poor immigrants and offered them services. Florence Kelley worked with the National Consumers League, from 1899, and the National Child Labor Committee, from 1904. Lewis Hine’s photos of child workers in mills and mines shocked the public. Many states let women vote in school-board elections long before 1920, because schooling was seen as women’s sphere.

In 1900 roughly 1 in 6 children aged 10 to 15 worked for pay. Congress passed a first ban in 1916, but it was struck down in the 1918 case Hammer v. Dagenhart. The Fair Labor Standards Act of 1938 finally prevailed.

In industrial home work, families in crowded tenements finished garments, made artificial flowers or rolled cigars at home. They were paid by the piece, and children helped. In the family wage economy, picture one pot on the kitchen shelf that every member’s earnings go into. In poor households, children’s earnings were a vital share of that pot.

Americans learn the Progressive Era as a major reform period. They usually meet it through the muckrakers, Theodore Roosevelt and Jane Addams.

Remember it like this: Muckrakers rake up the muck. Like investigative reporters today, they dig up the dirt that the powerful want hidden.

Words to know

Progressive Era
A US reform period, usually dated about 1890–1920. It responded to industrialisation, poverty in cities and corruption.
Muckraker
A journalist who exposes corruption and social wrongs.
Settlement house
A community centre in a poor immigrant neighbourhood. Middle-class reformers lived there and offered services. An example is Hull House in Chicago, opened in 1889.
Industrial home work (outwork)
Manufacturing work done at home, paid by the piece, often with children helping.
Family wage economy
A household plan in which every member, children included, earns money for a shared budget.
Grassroots activism
Political action organised by ordinary people at the local level, not by party leaders.

Reading tip: “Ironically, though” marks a turn in the argument. Be clear about whose view each sentence gives (reformers, working-class mothers, or recent historians).

p.27English farmhouse cheese-making & the “decline thesis”Industrial & agricultural revolutions · Pinchbeck · dairying · factors

In short: Historians are moving away from the picture of a steady, unequivocal decline in women’s status under capitalism and industrialisation. They are moving toward accounts of change and continuity that vary by place and occupation. The case is English farmhouse cheese-making, 1800–1930. In Women Workers and the Industrial Revolution (1930), Ivy Pinchbeck argued that the agricultural revolution’s specialisation and larger scale shrank women’s role. In her account, women had once fed cows, reared calves and sold cheese at markets and fairs. Later they only processed the milk, while male “dairymen” and male factors handled the rest.

The story

Two revolutions remade Britain. The Agricultural Revolution, about 1700–1850, brought enclosure: open fields and commons were fenced off as private land. It also brought new crop rotations, selective livestock breeding and larger commercial farms. Wage labourers replaced small family farmers, and the extra food fed the growing industrial cities.

The Industrial Revolution, about 1760–1840, brought textile machines, Watt’s steam engine, factories and, from 1830, railways. It moved production out of the home and into the factory.

Farmhouse cheeses such as Cheddar, Cheshire, Stilton and Gloucester were traditionally made by farmers’ wives and dairymaids. It was skilled, heavy work. Factory cheese-making, copied from New York State, reached England around 1870.

Early women’s historians, Alice Clark in 1919 and Pinchbeck in 1930, told a story of decline. Before industry, they said, wives were working partners in a “family economy”, and capitalism ended it. Later historians, such as Judith Bennett, stressed continuity: women’s work was low-status both before and after.

Remember it like this: A factor is like an arhtiya, the commission agent in an Indian mandi who sells the farmer’s produce for a cut.

Words to know

Factor
A commission agent, a middleman who sells goods for producers.
Unequivocal
Clear, with no doubt and no exception.
Historiography
The writing of history, and the study of how historians’ views change.
Curtail
Cut short, reduce.

Reading tip: Separate the older historian’s claims from the newer picture. To sum up the text’s overall aim, choose a verb and scope that fit what the text as a whole actually does.

p.28Antonia Castañeda: Californianas, property law & Anglo novelsMexican California · 1848 · Spanish civil law · Chicana history

In short: Antonia Castañeda combines women’s studies and Mexican-American history to read 19th-century novels about Mexican women. US male novelists of the era defined Anglo women only as wives and mothers. This was at a time when industrialisation was eroding women’s farm-based economic role. Meanwhile, Hispanic law in territorial California gave Californianas property and inheritance rights equal to men’s. Castañeda argues that these laws explain a stock plot by male, non-Hispanic novelists: an ambitious Anglo merchant seeks to marry an elite Californiana.

The story

Picture California in 1769. Spanish missions began there under the friar Junípero Serra, and in time there were 21 of them. Spain also built presidios, or forts, and pueblos, or towns. Los Angeles began as a pueblo in 1781.

Mexico won independence from Spain in 1821, so California became a Mexican territory. In the 1830s the mission lands were secularised, that is, taken out of church hands. They were granted as huge ranchos, or cattle ranches, to a Californio elite. These families traded cattle hides and tallow with ships from New England. Richard Henry Dana’s Two Years Before the Mast (1840) describes this world.

Some Anglo-American and British merchants settled there. They converted to Catholicism, became Mexican citizens and married daughters of elite Californio families. They gained land, status and connections.

In 1845 Americans spoke of Manifest Destiny, the belief that the US was destined to spread across the continent. The Mexican–American War came in 1846–48. In the Treaty of Guadalupe Hidalgo of 1848, the US gained California and the Southwest, roughly half of Mexico’s territory. Gold was found in 1848, the Gold Rush followed in 1849, and California became a state in 1850.

The treaty promised to respect property. But the Land Act of 1851 forced Californios to prove their land titles in costly lawsuits, and many lost their land.

Spain and Mexico used civil law, based on written codes, while England used common law, built up from judges’ past decisions. Under Hispanic law a married woman kept her own property and could inherit equally with her brothers. She also shared community property with her husband, a bit like a joint bank account. Under common law, a rule called coverture passed a wife’s property to her husband. The Hispanic rule is why California, Texas, Arizona, New Mexico and some other states are still “community property” states.

Remember it like this: California changed hands twice: Spanish until 1821, Mexican until 1848, then American, and a US state from 1850.

Words to know

Californio / Californiana
A Spanish-speaking resident of Spanish or Mexican California. Californio is the male form and Californiana the female form.
Territorial
Before statehood.
Chicano / Chicana
Mexican American. It is a political self-name from the Chicano Movement of the 1960s.
Stereotype
A fixed, oversimplified image of a group.

Reading tip: This text is about an interdisciplinary scholar. Identify what Castañeda explains and the evidence she uses. For a quoted phrase such as “apparent contradiction”, reread the lines around it before deciding what it means.

p.29Women and the “new political history” (Paula Baker)new political history · election returns · women’s history

In short: The “new political history” of the 1960s–70s studied the political behaviour of ordinary citizens rather than leaders. But it still left out women. Its main tool was quantitative analysis of election returns, and that tool was useless for people who could not vote before 1920. Historian Paula Baker redefined “political activity” to write a political history that includes women. She concludes that, among ordinary citizens, women’s political activism in the 19th century prefigured trends in 20th-century politics. She defines “politics” as “any action taken to affect the course of behavior of government or of the community”. The excerpt breaks off mid-sentence: “Baker concludes that, while voting and holding office were restricted …”.

The story

The new political history was part of a broader “new social history”, history written from the bottom up. It used computers and statistics, such as vote tallies and census data, to study how masses of people voted. It found that religion and ethnicity strongly predicted 19th-century voting.

Men’s politics in the 1800s was intensely partisan, that is, loyal to a party. There were parades, party newspapers and patronage jobs given to loyal supporters. Voter turnout was often above 75%. Think of election season in an Indian town, with rallies and party flags everywhere.

Petitions were one part of women’s public life before the vote. Petitioning is a right protected by the First Amendment. Voluntary associations were another part. The largest women’s group of the century was the Woman’s Christian Temperance Union, founded in 1874. Temperance meant the campaign against alcohol.

Remember it like this: Picture 1800s American politics as a festival season: parades, party newspapers and often more than three in four voters turning out.

Words to know

Quantitative
Based on numbers and statistics.
Election returns
Official vote counts.
Prefigure
To hint at something before it happens, to foreshadow.

Reading tip: When a text quotes a definition, note its exact wording: much depends on what it includes and what it leaves out.

p.30“Bourgeois” vs “socialist” feminism in late-tsarist RussiaRussia 1905–1917 · Marxism · 1908 Women’s Congress · Kollontai

In short: Late-tsarist Russia had two rival women’s movements. “Bourgeois” feminists sought education, careers and legal equality. That label was given to them by radical opponents. Socialist feminists blamed class, not gender, and saw revolution as the only path. Despite their hostility, both saw paid labour as the key to emancipation. Both recognised how hard it was to combine work and motherhood. At the 1908 First All-Russian Women’s Congress, most delegates backed maternity insurance and paid leave. And both put women’s emancipation below liberating all Russians from oppression, backwardness and injustice.

The story

Tsarist Russia was an autocracy, an absolute monarchy under the Romanov tsars. Serfdom, which bound peasants to their lords’ land, was abolished only in 1861. Most Russians were peasants, and industry came late, from the 1890s. So Russia looked “backward” next to Western Europe.

In 1905, after “Bloody Sunday”, mass strikes forced Tsar Nicholas II to create an elected parliament, the Duma. But women could not vote for it. That spurred women to organise, for example in the Union for Women’s Equality, founded in 1905. In 1908 about 1,000 delegates met at a women’s congress in St Petersburg. There, socialist women organised by Alexandra Kollontai clashed with the liberal majority.

Marxists had their own view of “the woman question”. In this view, women’s oppression came from private property and from the family as an economic unit. Engels set this out in The Origin of the Family, Private Property and the State (1884). So, Marxists said, socialism would free women automatically. They condemned cross-class “women’s” alliances for dividing the working class.

In February 1917, on International Women’s Day, women textile workers went on strike over bread shortages. The revolution began, and the Tsar abdicated. The new Provisional Government gave women the vote that year. In October the Bolsheviks, led by Lenin, took power. Kollontai became People’s Commissar for Social Welfare, one of the first women anywhere to hold a cabinet post.

Americans learn about 1917 and the Cold War, but rarely about these movements. The “bourgeois” goals resemble the individualist strand of feminism (compare p.8).

Remember it like this: 1917 had two acts. February brought down the Tsar, and October brought the Bolsheviks to power.

Words to know

Bourgeois
The Marxist word for the property-owning middle class. It was often used as an insult.
Tsarist
Under the Russian emperors, called tsars, before 1917.
Emancipation
Freedom from legal or social limits.
Maternity insurance
State-funded support for mothers around the time of childbirth.

Reading tip: When a text lists shared beliefs, count them and keep each one distinct.

p.31Ewha’s 1977 women’s studies program & the Korean critique of FreudSouth Korea · Confucian family · Freud · individualism vs interdependence

In short: In 1977, Ewha Women’s University in Seoul opened Asia’s first women’s studies program. Critics called it a betrayal of national identity, a Western import and a distraction from unification and economic development. Supporters saw it as just another useful Western import, like electricity or the assembly line. The founders took a third view: test Western feminist theory against Asian experience. For example, like Western feminists, they found Freud culture-bound, but for different reasons. Freud assumes the Western nuclear, male-headed family and a competitive, individualistic self. The Korean self, by contrast, is group-centred and interdependent. Dependency is not weakness, and men show emotion openly. Since four generations may live under one roof, people can be sons and daughters all their lives.

The story

Under the Joseon dynasty, from 1392 to 1910, Korea made Neo-Confucianism its state ideology. It stressed filial piety, a child’s duty to honour parents, along with hierarchy, the patrilineal family and ancestor rites. Women owed the “three obediences”, to father, husband and son. Korea’s male-headed family registry, the hoju, was ruled unconstitutional in 2005.

In 1886 Mary Scranton, an American Methodist missionary, founded Ewha as Korea’s first modern school for women. Today it is Ewha Womans University, its official spelling, and one of the world’s largest women’s universities.

Picture Korea in 1977. It had been divided in 1945 at the 38th parallel, with a Soviet-backed North and a US-backed South. The Korean War of 1950–53 ended in an armistice, a ceasefire, not a peace treaty. So “national unification” was a sacred goal.

In the South, the authoritarian Park Chung-hee held power from 1961 to 1979. He drove rapid industrialisation based on exports, the “Miracle on the Han River”. It relied heavily on low-paid young women in textile and electronics factories. So, to critics, feminism looked like a “distraction”.

Freud, who lived from 1856 to 1939, founded psychoanalysis, a method of exploring the unconscious mind. His Oedipus complex is a son’s rivalry with his father for his mother. He also stressed rivalry between brothers and sisters. Western feminists such as Betty Friedan and Kate Millett attacked his sexism, for example his idea of “penis envy”. The Korean critique targets something else: his individualism and his assumption of the nuclear family.

A “Darwinian struggle” is competition for survival, as in “survival of the fittest”. Applied to a family, it turns family members into competitors. Cultural psychologists contrast the independent self of the West with the interdependent self of East Asia. The Japanese psychiatrist Takeo Doi made a parallel argument in 1971 about amae, healthy dependence. Indian readers will recognise the logic of the joint family.

Remember it like this: Three obediences for three stages of life: a woman obeys her father, then her husband, then her son.

Words to know

Culture-bound
True only within the culture that produced it.
Psyche
The mind or personality.
Nuclear family
Parents and their children only, unlike an extended or joint family.
Equilibrium
Balance or harmony.

Reading tip: Keep each group’s view separate: who held it and what it claimed. Signal phrases such as “Neither view was correct” mark a turn in the argument, so note what follows them.

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Topic 2 · Native Americans 12 readings · pp.33–44

These readings expect you to know how relations between the US government and the tribes changed over time. First came treaties, and then removal, reservations, allotment, reorganisation, termination and, finally, self-determination. You also need two ideas from anthropology. Native property is often held by the whole group or based on use, and most of the written record comes from non-Native observers. The five short chapters below tell the story in order.

First peoples and first contact (up to 1492)

The first Americans walked in from Asia. More than 20,000 years ago, peoples from Siberia entered the Americas across Beringia, a land bridge that once joined Siberia to Alaska.

Their stone spear points tell part of the story. Spear points of the Clovis culture date to about 13,000 years ago. Some sites are even older, and these “pre-Clovis” sites are now accepted too (see p.43).

Then, in 1492, Europeans arrived. Contact brought epidemics of diseases such as smallpox and measles, and they killed a large share of Native people. In many regions, estimates often put the loss at 50 to 90 per cent. Imagine a village where, out of every ten people, between five and nine die.

Remember it like this: First a land bridge from Siberia. Then Clovis spear points, about 13,000 years ago. Then 1492: Europeans arrive, and epidemics follow.

Nations, treaties and removal (1787–1840s)

When the Constitution was written in 1787, it gave Congress power over commerce “with the Indian Tribes”. The tribes were treated as sovereign nations: peoples with the right to rule themselves. The United States made treaties with them, and about 370 treaties were ratified, or approved by the Senate, by 1871.

Between 1823 and 1832, three Supreme Court decisions known as the Marshall Trilogy defined the tribes’ place. They called the tribes “domestic dependent nations”: nations, but inside the United States and dependent on it. The tribes stood in a trust relationship with the federal government, described as that of a “ward to guardian”, like a child in a guardian’s care. And state laws did not apply in tribal territory.

In 1824 the government created an office for Indian affairs, the Bureau of Indian Affairs or BIA. It sat first in the War Department, and from 1849 in the Interior Department (see p.36).

Then came removal. In 1830, under President Andrew Jackson, Congress passed the Indian Removal Act. Through the 1830s and 1840s, the Cherokee and other nations were forced west to “Indian Territory”, now the state of Oklahoma. This forced journey is remembered as the Trail of Tears.

Remember it like this: A “domestic dependent nation” is a bit like a princely state in British India. It runs its own house, but a stronger power stands over it.

Reservations, allotment and the courts (1850s–1908)

The 1850s opened the era of reservations: areas of land set aside for the tribes. On the Plains, in the middle of the country, these years also brought war. Two names stand out: the battle of Little Bighorn in 1876 and the massacre at Wounded Knee in 1890. Meanwhile, in 1871, Congress ended treaty-making with the tribes (see p.35).

Next came allotment. The Dawes Act of 1887, also called the General Allotment Act, carved reservations into plots for individual owners. The land left over, the “surplus”, was sold to settlers. By 1934, tribal land had fallen from about 138 million acres to about 48 million, a loss of roughly two acres in every three.

Boarding schools for Native children followed the motto “Kill the Indian, save the man.” In other words: erase the Native way of life, but keep the person.

The courts shaped this era too. In Lone Wolf (1903), the Supreme Court gave Congress “plenary power”, meaning full power, over Indian affairs (see p.35). In Winters (1908), it set out reserved water rights: a reservation comes with the water it needs (see p.33).

Remember it like this: Allotment is like splitting a joint family’s shared land into small plots, then selling the “spare” land to strangers. By 1934, about two acres in every three were gone.

From the Indian New Deal to Red Power (1924–1975)

In 1924 the Indian Citizenship Act made Native Americans citizens of the United States. Ten years later, in 1934, the Indian Reorganization Act ended allotment and created tribal governments. It was nicknamed the “Indian New Deal”, after the New Deal reforms of President Roosevelt in the 1930s.

In the 1950s, policy turned the other way. Termination meant ending federal recognition of a tribe, so that in US law it no longer counted as a tribe. Relocation moved Native people to cities.

Then came “Red Power”. The American Indian Movement, or AIM, was founded in 1968. Activists occupied Alcatraz from 1969 to 1971, and Wounded Knee, the site of the 1890 massacre, was occupied in 1973. In 1975 Congress passed the Indian Self-Determination Act (see p.44). Self-determination means that a people decides its own affairs.

Remember it like this: Think of a pendulum. In 1934 it swung towards tribal governments, in the 1950s towards termination, and by 1975 back towards self-determination.

Tribes today, and what to call them

Today the federal government recognises 574 tribes. In the 2020 census, about 9.7 million people identified as American Indian or Alaska Native, either alone or in combination with another group. Tribes govern themselves on reservations and on trust land, land that the federal government holds in trust for them.

The names can confuse. “Native American”, “American Indian” and “Indian” are all used in US law and in these readings. In this topic, “Indian” means the first peoples of America, not people from India. “First Nations” is the Canadian term.

One more word has two meanings. A pueblo is a village in the Southwest, and it is also the people who live in it.

Remember it like this: “Pueblo” works like “village” in “the whole village came out”: one word for both the place and its people.

p.33Indian water rights: the Winters doctrine & the Rio Grande pueblosSupreme Court · Western water law · 1848 · reservations

In short: Winters v. United States (1908) dealt with the treaty that created Montana’s Fort Belknap Reservation. Although the treaty never mentioned water, the court held that it had silently reserved the land’s water for the tribes, because land without water would be useless. Later cases set three tests for such “reserved” rights. The tests are that the land is a federal enclave, that it was formally withdrawn from public lands, and that the government intended to reserve water. The Rio Grande pueblos fail the formal tests, since they were never public land and were never officially named reservations. The text argues that the doctrine still applies: what counts as a “reservation” is a matter of practice, not definition. It adds that Arizona v. California (1963) says the way a reservation was created does not matter. So the pueblos’ water rights date from 1848.

The story

Picture a dry valley in the American West, with one river and many thirsty farms. The West shares out such water by a rule called prior appropriation: “first in time, first in right”. Whoever first put the water to use holds the senior right. In a drought, senior rights are served first, even if junior users get nothing.

It works like a queue at a ration shop: when stock runs out, those at the back go home empty-handed. So in the West, a water right’s date, its priority date, is crucial. A priority date of 1848 puts its holder ahead of almost all later settlers. The wetter East is different: there, under riparian rights, landowners along a stream share its water.

In 1888 the Fort Belknap Reservation was created in Montana. It is home to the Gros Ventre and Assiniboine tribes. Upstream, settlers had diverted the Milk River, and the quarrel led to the Winters case of 1908. From it comes the reserved-rights doctrine: land that the federal government sets aside silently comes with enough water for its purpose. This holds for a reservation, a national park or a military base, and the water’s priority date is the date of the reservation.

Far to the south, along the Rio Grande in New Mexico, live the peoples called pueblos. The Spanish named them after their compact adobe towns, built of sun-dried mud brick. They farmed with irrigation long before Spain arrived, and they held Spanish land grants. In 1848 the Treaty of Guadalupe Hidalgo ended a war with Mexico, and the United States gained New Mexico.

In US law, the pueblos’ position was truly unclear. In US v. Joseph (1876), the Supreme Court said they were not an “Indian tribe” under one federal law. Then US v. Sandoval (1913) reversed course and placed them under federal guardianship.

Arizona v. California (1963) was a long fight over Colorado River water. It also confirmed reserved rights for five tribes, including reservations created by executive order of the President rather than by treaty. Colorado River shortages are regular news, and Western Americans grow up with “water wars”. India has its own, such as the long Cauvery dispute between Karnataka and Tamil Nadu. As a Western saying goes, “Whiskey’s for drinking, water’s for fighting.”

Remember it like this: Western water is a ration-shop queue: first in time, first in right. Under Winters, a reservation comes with the water it needs, even if its treaty never mentions water.

Words to know

Reserved right
A right kept by, or set aside for, someone when land was granted or reserved.
Public lands / withdrawal
Public lands are land owned by the federal government and open to private claims. A withdrawal takes land out of that pool for a particular purpose.
Enclave
A piece of territory surrounded by an area under a different authority.
Sovereignty
The highest power to govern a territory.
Buttressed
Supported, strengthened.
Diversion
Channelling water out of a river to use it.

Reading tip: Legal writing often applies a rule to a case. List the rule’s conditions, then check how the text handles each one for the case at hand. Often the argument turns on a single link.

p.34Recording Native American life stories (Boas, Radin)ethnology · “salvage” anthropology · oral vs written · autobiography

In short: In the late 19th century, ethnologists recorded the life stories of Native Americans. They wanted to add to their field observations and to preserve cultures they believed were vanishing. Critics raised problems. Boas called autobiographies useful “chiefly for the study of the perversion of truth by memory”. Radin said investigators spent too little time with tribes and coloured the results with their own emotions. Meaning was lost in the move from spoken telling to written English. Editors chose what mattered. And narrators had to break taboos, such as naming dead relatives. Still, the author concludes that autobiography is valuable, because it reveals minds and emotions better than outsiders’ guesswork.

The story

Picture the US in 1900. Its Native population has fallen to its lowest point, about 250,000 people. The 1890 census has already declared the frontier, the moving edge of settlement, “closed”. This is the time of “the vanishing Indian”.

Believing these cultures were about to disappear, anthropologists rushed to record them. This is called salvage ethnography: like a salvage crew at a shipwreck, they saved what they could. Edward Curtis’s photographs, published from 1907 to 1930, came from the same impulse.

Ethnography is the detailed description of one culture, based on fieldwork. Ethnology compares many cultures. In the US, anthropology has four fields: cultural, linguistic, archaeological and biological.

Franz Boas, a German-born professor at Columbia, is known as the “father of American anthropology”. He championed cultural relativism, the idea that each culture should be understood on its own terms, and he fought scientific racism. His students included Margaret Mead, Ruth Benedict, Zora Neale Hurston and Paul Radin. Ironically, Radin himself published a famous Native autobiography, Crashing Thunder (1926), the story of a Winnebago, or Ho-Chunk, man.

Some life stories were “as-told-to”: a Native narrator spoke, and a white editor wrote the story down. In Black Elk Speaks (1932), John Neihardt wrote down the life of a Lakota holy man, and people still debate how much he shaped it. Many Native cultures also avoid speaking the names of the dead. A ban like this, set by custom, is a taboo. In India, too, some traditional wives avoid saying their husband’s name.

Remember it like this: Ethnography is a photograph of one culture, taken in the field. Ethnology lays many such photographs side by side to compare them.

Words to know

From without
As an outsider, from the outside.
Posterity
Future generations.
Perversion (of truth)
Distortion: a twisting of the truth.
Taboo
A ban set by a culture’s customs.

Reading tip: Track the author’s attitude through signal words such as “however”, “Even more importantly”, “Indeed” and “Despite”, and read the sentence each one introduces closely.

p.35Lone Wolf v. Hitchcock (1903) and federal Indian policyplenary power · 1871 Indian Appropriations Act · Kiowa · allotment

In short: In Lone Wolf, the Supreme Court let Congress open Kiowa, Comanche and Apache lands to settlers without the tribes’ consent. Blue Clark rightly stresses the Court’s claim that Congress has almost unlimited power to act alone. But Clark misses a bigger effect. Soon after Lone Wolf, the government stopped negotiating formal written agreements with tribes at all. Many commentators date that change to 1871, when Congress abolished treaty-making after a dispute between the House and the Senate. In reality, formal agreements continued past 1900. They were treated not as treaties with sovereign nations, but in a different form.

The story

As Foundation 2 explains, the President makes treaties “with the Advice and Consent of the Senate”, which takes a two-thirds vote. The House, the lower chamber of Congress, has no role. Yet Indian treaties committed federal money, and spending bills start in the House, much as money bills in India start in the Lok Sabha.

In 1867 the Medicine Lodge Treaty with the Kiowa, Comanche and Apache, in Indian Territory, now Oklahoma, set a rule. No reservation land could be ceded, or handed over, without the consent of three-fourths of the adult men.

The House resented being left out of treaties. In 1871 it attached a rider, an extra clause, to that year’s Indian Appropriations Act, a spending law. No tribe would again be recognised as a nation “with whom the United States may contract by treaty”. Existing treaties stayed valid.

This was the era of the Dawes Act and allotment. Reservations were divided into family plots, and the “surplus” was opened to whites. For the Kiowa, Comanche and Apache, an allotment agreement of 1892 lacked valid consent. Congress enacted it anyway in 1900, and in 1901 their lands were opened by lottery.

Kiowa leader Lone Wolf sued the Interior Secretary, Ethan A. Hitchcock. In 1903 the Supreme Court ruled that Congress has plenary power over Indian affairs and may override treaty terms on its own. Courts will not second-guess Congress, presuming that it acts in “perfect good faith”. Scholars sometimes call the ruling the “Indians’ Dred Scott decision”, after the case that said Black people could not be citizens.

In 1994 Blue Clark, a Muscogee (Creek) historian, published a book on the case.

Remember it like this: A rider is a clause that hitches a ride on a bill about something else. “Plenary” means full, as in a plenary session, where all the members meet together.

Words to know

Plenary power
Complete authority: full power, with no conditions attached.
Unilateral
Done by one side alone, without the other side’s consent.
Abrogate
To cancel or repeal something, such as a treaty.
Primacy
Being first or highest in authority.
Prerequisite
Something that must be in place before something else can happen.

Reading tip: Keep the 1871 change and the post-1903 change strictly separate, and note which claims the author accepts and which the author rejects.

p.36Maps of Native American lands & the BIA’s recordcartography · land tenure · trust land · bias of sources

In short: Almost from first contact, non-Natives mapped Native lands, resources and populations. There were missionaries’ sketches, explorers’ drawings, surveyors’ maps and treaty maps. Most maps that survive are reconstructions, pieced together from archaeology, oral reports and the writings of observers. So their accuracy depends on the mapmaker’s skill in interpreting that evidence. Many maps also reflect the Bureau of Indian Affairs’ roughly 150 years of managing tribal lands. Native map-making rarely made it into that official record. The maps that resulted reflect where their data came from, the mixed purposes they served, and changes in US policy and in non-Native attitudes.

The story

Picture a map drawn on birchbark or deerskin, or traced in sand or snow. Native peoples made such maps and gave some sketches to Europeans. In the 1720s, colonial officials received a Catawba map on deerskin. Like a metro map, these often showed relationships and routes, not surveyed boundaries.

Ideas about land differed too. Native systems of land tenure, the rules for holding land, were often communal, shared by the whole group. Or they rested on use, such as rights to hunt, fish or farm. Europeans pictured absolute ownership of a plot with fixed edges. So a Native “territory” is hard to map.

In government hands, maps were tools of power. Treaty maps marked land that tribes had ceded, or given up. The federal survey grid of the 1785 Land Ordinance cut land into square-mile “sections”. It turned Native homelands into property for sale.

With trust land, the federal government holds the legal title “in trust” for a tribe or an individual Indian. Such land can’t be freely sold, and states generally can’t tax it. This follows from the trust relationship, a federal duty to protect tribes, set by the Marshall Court (see Foundation 3). In India, too, many states limit the sale of tribal land to non-tribal buyers.

In 1824 the US set up the Bureau of Indian Affairs, or BIA. It ran reservations, schools, leases and allotments, plots carved out of reservations for individual Indians. Critics have long called it paternalistic, meaning it treats adults like children. Since the 1970s, its staff have been mainly Native people.

Remember it like this: Native maps often worked like a metro map, showing links and routes. The federal survey grid was a chessboard of square-mile plots, ready to be sold.

Words to know

Cartography
Map-making.
Land tenure
The system of rights that decides who holds land, and how.
Territoriality
A group’s claim to an area, and its defence of that area.
Reconstruction
A map made later, pieced together from indirect evidence.

Reading tip: Note each source of evidence the text names and what the text says about it.

p.37Ethnocentric textbook portrayals of Native Americansethnocentrism · cultural relativism · US history textbooks

In short: Writing in the first person, as “I”, the author argues that US history textbooks distort Native American history to fit the values of one culture. The books show settlers as more humane, complex, skilful and wise than Native Americans. They stereotype and belittle many Native cultures. And they imply that the European conquest proved Europeans were superior. Even when they judge Native architecture, politics and ways of running a home, they do so from an ethnocentric European point of view. The author then addresses a counter-argument: all textbooks are culturally biased, and children can see through such bias.

The story

Picture a traditional American history textbook. Columbus “discovered” America. Settlers tamed a “wilderness” or “virgin land”. In 1893 the historian Frederick Jackson Turner described the frontier as the line between “savagery and civilization”. There is Manifest Destiny, the belief that the US was meant to spread across the continent. And there are the Pilgrims, sharing a friendly Thanksgiving in 1621.

Here is what that story left out. Near today’s St Louis stood Cahokia, a city of perhaps 10,000–20,000 people between about 1050 and 1350, with huge earthen mounds. Ancestral Puebloan people built cliff cities at Mesa Verde. The Hohokam dug irrigation canals. Native farmers grew the “Three Sisters” together: maize, beans and squash. And the Haudenosaunee, or Iroquois, Confederacy, a league of Native nations, lived by its Great Law of Peace. In 1988 Congress formally recognised its influence on the US system of government, though historians debate how much.

Scholars have names for two ways of seeing another culture. Ethnocentrism, a term W. G. Sumner wrote about in 1906, means judging it by your own culture’s standards. Its opposite, cultural relativism, is linked to the anthropologist Boas. It means understanding a culture on its own terms.

In 1995 James Loewen’s bestseller Lies My Teacher Told Me attacked exactly these biases in textbooks. Native mascots, the symbols that sports teams use, were contested too. In 2020–22, Washington’s American football team and Cleveland’s baseball team dropped their Native names.

Americans grow up with Columbus Day, now often renamed Indigenous Peoples’ Day. Children act in Thanksgiving pageants, school plays about that friendly feast. And “textbook wars” over how history is taught break out again and again. India has its own arguments over what school history books should say.

Remember it like this: Ethnocentrism is judging a cricket match by baseball rules and deciding the players have it all wrong. Cultural relativism is learning cricket’s own rules before you judge.

Words to know

Deprecate
To belittle something, or to say you disapprove of it.
Stereotype
A fixed and oversimplified image.
Denote
To show or to mean.
Ethnocentric
Seeing everything through the values of your own ethnic group.

Reading tip: Note exactly what any opponent is said to claim and how the author responds.

p.38The earliest fur trade: Newfoundland fishing crewsfur trade · cod fisheries · archaeology · 1501

In short: Nobody knows exactly when Native Americans began trading furs with Europeans in the early modern era. Even without written records, it is fairly certain that the first traders were fishing crews off Newfoundland. Archaeologists found iron bolts and metal pins at Native sites from the 1500s. Only after reading Nicolas Denys’s account of 1672 did they realise that crews had dismantled, or taken apart, parts of their ships to trade for furs. By the time anyone recorded the trade in writing, it was apparently already well under way. The first record, linked to a Portuguese ship from Newfoundland in 1501, mentions a Native American wearing Venetian silver earrings.

The story

Picture Norse Vikings reaching Newfoundland, an island off the east coast of Canada, about 1000 CE. They landed at a place now called L’Anse aux Meadows. Historians call the years from about 1500 to 1800 the early modern era. So that label leaves out the much earlier Viking contact.

In 1497 John Cabot sailed to Newfoundland, a year before Vasco da Gama reached India. Its fishing grounds, the Grand Banks, were one of the world’s richest cod fisheries. After Cabot’s voyage, Basque, Portuguese, French and English crews came every summer. Many landed to dry and salt their cod on shore, much as fishing families on the coasts of India dry fish in the sun. That brought them into contact with the Beothuk and Mi’kmaq peoples. Fishermen kept few written records.

In 1501 the Portuguese Corte-Real voyages explored Newfoundland and seized Native captives. Reports from Lisbon noted that the captives already had European-made objects. Later, in 1534–35, the French explorer Jacques Cartier explored the Gulf of St Lawrence and claimed it for France.

Why furs? Europe had a craze for hats made of felt, a thick cloth of pressed fibres, and this felt came from beaver fur. The fur trade powered French Canada, where Quebec was founded in 1608. It also powered Dutch New Netherland and the Hudson’s Bay Company, set up in 1670. And it reshaped Native economies and wars, as in the “Beaver Wars” of the 1600s.

Native peoples valued metal goods highly, such as iron tools and copper kettles, which they cut into ornaments. Nicolas Denys was a French colonist and merchant in Acadia, now Nova Scotia.

Remember it like this: Think “hats and dates”. Europe wanted beaver fur for felt hats. And the early modern era runs from about 1500 to 1800, long after the Vikings’ visit around 1000 CE.

Words to know

Early modern
The years from about 1500 to 1800.
Artifact
Something made by people and later found by archaeologists.
Strewn
Scattered about.

Reading tip: Keep straight which evidence (artefacts, Denys’s 1672 account, the 1501 report) supports which claim.

p.39Hopi cultural persistence, 1680–1880Pueblo Revolt · Hopi · matrilineal clans

In short: Anthropologists see Hopi society from 1680 to 1880 as surprisingly stable, despite a shrinking population and pressure from outside. The usual explanations are the determination of the religious elite and the greater geographic isolation of the Hopi, which limited contact and disease. The author adds that the social system’s built-in flexibility may have been equally important. For example, matrilineal clans survived even as some merged and others split. And control of ceremonies, traditionally held by particular clans, could change.

The story

Picture three mesas, flat-topped ridges shaped like giant tables, in north-eastern Arizona. On top sit the villages of the Hopi, a Pueblo people. One village, Old Oraibi, has been lived in since about 1100 CE. It is among the oldest continuously occupied towns in the US.

Hopi clans are matrilineal: you belong to your mother’s clan. Houses and fields pass down the female line, and a husband joins his wife’s household. The Khasi of Meghalaya, in north-east India, follow a similar pattern. Clans also “own” particular ceremonies and ritual knowledge, such as katsina rituals and the Snake Dance.

In 1680 the Pueblo peoples rose up. In this Pueblo Revolt, led by Popé, they drove the Spanish out of New Mexico for 12 years. The remote Hopi killed their missionaries. Unlike the pueblos on the Rio Grande, they were never brought back under Spanish rule.

The Hopi also faced other pressures. Droughts and smallpox epidemics struck, notably in the late 1700s. Navajo and Ute raiders attacked. And there was contact with Spanish and Mexican outsiders.

Around 1880, US influence grew stronger. In 1882 an executive order, a direct order from the president, created a Hopi reservation. Railways and government schools arrived too. Today the Hopi Reservation is surrounded by the much larger Navajo Nation.

Remember it like this: Two book-ends: in 1680 the Pueblo Revolt pushes Spain out, and around 1880 US railways, schools and a reservation push in.

Words to know

Matrilineal
Tracing family descent through the mother’s line.
Clan / descent group
A group of relatives who claim the same ancestor.
Diminution
A decrease, or shrinking.
Accommodate
To adapt or adjust to something.
Socio-cultural system
The way a society is organised, taken together with its culture.

Reading tip: Examples carry this argument. For each example, note which claim it illustrates.

p.40The Inca “vertical archipelago”Andes · altitude zones · Inca Empire · Murra

In short: By the 1500s the Inca Empire ran from Ecuador to central Chile. Highlanders living above 9,000 feet could grow few crops. Of the main Andean food crops, 95% grow below 3,000 feet, but only 20% thrive above 9,000 feet. The highlanders needed products from the lowlands. Most preindustrial societies solved this with long-distance trade networks, over which consumers had little control. Andean highlanders took part in such networks. But they relied mainly on running their own production in as many ecological zones as possible. In this system, goods were extracted, processed and transported entirely by members of one group.

The story

Picture the Inca Empire, also called Tawantinsuyu. From its capital, Cusco in Peru, it grew fast between about 1438 and 1533. It reached roughly 10 million people, the largest state in the Americas before the European conquest.

Its road network stretched 40,000 km, about the distance around the Earth. It recorded data on quipus, knotted cords, instead of writing. Machu Picchu dates from about 1450. In 1532–33, Pizarro conquered the empire.

The land rose through several altitude zones. Along the coast lay desert, while warm valleys grew maize, cotton, chili, coca and fruit. Temperate slopes grew maize. On the puna, the high cold grassland, people grew potatoes and quinoa and herded llamas and alpacas. Potatoes were freeze-dried into chuño so they would keep.

For scale, 9,000 feet is about 2,750 metres, higher than Shimla. And 3,000 feet is about 900 metres, roughly the height of Bengaluru.

In 1972 the anthropologist John Murra gave a name to an Andean pattern: the vertical archipelago. An archipelago is a group of islands. Under this pattern, one group’s fields and herds were scattered across several altitude zones, like islands in a sea.

Remember it like this: Think of an Andean mountain as a tall building. Fruit and coca sit on the warm lower floors, maize in the middle, and potatoes and llamas on the top floor.

Words to know

Ecological zone
An area with its own climate, plants and animals. Here the zones are set by altitude.
Autonomous
Independent, running its own affairs.
Preindustrial
From the time before factories.
Commodity
A raw or basic product.

Reading tip: Read the percentages precisely: they are shares of the principal crops that grow at an altitude, not shares of land. Details also hinge on qualifiers such as “most”, “primarily”, and “entirely”.

p.41Algonquian family hunting territoriesproperty rights · fur trade · reciprocity · Speck vs Leacock

In short: What kind of property are Algonquian family hunting territories, and where did they come from? The dominant recent view says that, like other private ownership of land, they did not exist before contact with Europeans. In this view, they grew out of the fur trade, together with changes in the environment. A rival view says they existed before contact and are true private property of individuals and families. Newer fieldwork shows that family rights sit inside a larger system of hunting groups made up of several families. It shows that rights at the community level take precedence, or come first. And it shows that the system rests on spiritual and social reciprocity, or give-and-take, which clashes with European private property.

The story

Picture the cold subarctic forests of Canada, just south of the Arctic. Here the Cree, Innu (or Montagnais) and Ojibwe (or Anishinaabe) hunt beaver, moose and caribou. Scholars study family hunting territories mainly among these forest peoples.

“Algonquian” is not one tribe but a language family, like the family that links Tamil and Telugu. Besides the Cree, Innu and Ojibwe, it includes the Mi’kmaq, Lenape, Powhatan, Wampanoag, Cheyenne and others.

The English thinker John Locke said property comes from mixing your labour with land, by farming it and enclosing it, or fencing it in. Colonists used his idea to argue that hunting peoples did not truly “own” land. To them, it was “vacant land”. So the question of Native property rights has always carried political weight.

In 1915 Frank Speck argued that family territories were aboriginal private property, meaning they existed before Europeans arrived. He did so partly to fight the claim that Native people lacked property and so could be dispossessed, or pushed off their land. In 1954 Eleanor Leacock disagreed. She said they arose after contact with Europeans. In her view, trapping furs for sale encouraged each family to keep its own trapping grounds.

In the 1970s–80s, fieldwork, or on-the-spot research, among the James Bay Cree found a layered system centred on the community. It was tied to land-claims talks over a giant hydro-electric project in Quebec. Cree belief also has give-and-take with animals: they “give themselves” to hunters who show them respect. A steward, called a tallyman, manages each territory for the group and must share.

Remember it like this: Locke’s rule in one line: plough the land and fence it, and it is yours. By that rule, land used only for hunting looked “vacant” to colonists.

Words to know

Private property (fee simple)
Exclusive ownership: the owner can keep others out. The owner can also sell it or pass it on to heirs.
Usufruct
The right to use land or what it produces, without owning it outright.
Reciprocity
Give-and-take: duties that run both ways.
Take precedence
To rank above something else, or override it.

Reading tip: There are three views to map: post-contact origin (dominant), pre-contact private property (rival), and the recent fieldwork (layered, communal, reciprocal). Be clear about which view holds which belief.

p.42Hierarchy in 14th–15th-century Western Pueblo settlementsarchaeology · Great Kivas · intensive agriculture · elites

In short: In the 1300s and 1400s, many Western Pueblo settlements may have been hierarchical, or ranked. Labour-intensive farming may have produced leaders who managed labour and food. Large storage spaces around Great Kivas hint that food was managed in a formal, organised way. There is no direct proof that these spaces held food. But communities with little farmland could have kept extra food and imported food there. Specialised production of raw materials, ceramics and textiles also suggests an elite who made decisions. The text ends with a claim about how wealth was distributed.

The story

Picture the Four Corners region of the American Southwest. Here the Ancestral Puebloans built the great houses of Chaco Canyon, in about 850–1150 CE, and the cliff dwellings of Mesa Verde in the 1200s. Their older name, “Anasazi”, is now avoided.

After a great drought in the late 1200s, people left the Four Corners and gathered in large villages to the south and east. The Western Pueblos, such as the Hopi, Zuni and Acoma, grew in the 1300s–1400s. A kiva is a ceremonial room, fully or partly underground. A Great Kiva is a large one for the whole community.

Why do archaeologists debate hierarchy, a ranking of people from top to bottom? Historic and modern Pueblo societies are often called egalitarian, treating people as equals, and run by consensus, or general agreement. So evidence of past chiefs or elites is controversial.

With no written records, archaeologists use clues: settlement size, storage space, imported goods and craft specialisation, where certain people focus on one craft. They also use burial analysis, comparing the objects buried with different people, called grave goods.

Farming comes in two kinds. Intensive farming puts more labour into each acre, through irrigation, terraces and check dams, low walls that slow running water. Extensive farming uses more land, with less labour on each acre.

Remember it like this: Intensive farming is many hands on a small plot, like terraced hill fields. Extensive farming is few hands spread over a big one.

Words to know

Hierarchical
Ranked, with some people holding more authority than others.
Arable
Good for growing crops.
Differentiation of labour
Different people doing different, specialised jobs.
Elite
A small group with power or special advantages.

Reading tip: The text is full of hedges (“may have”, “suggested”, “could have”, “strengthen the possibility”): inference from indirect evidence. To judge how strong the case is, ask what other explanation could account for the evidence.

p.43Did Paleo-Indians kill off the Ice Age megafauna? (Martin vs Krech vs White)Pleistocene extinctions · overkill hypothesis · Clovis · dating

In short: Paul Martin argues that the arrival of Paleo-Indians about 11,000 years ago directly caused the late-Pleistocene extinctions in North America. Shepard Krech objects. Large animals vanished even where there is no evidence of hunting. Small animals, plants and insects vanished too. And he asserts that climate change did occur. Yet Krech still gives humans secondary, if not primary, blame. The historian Richard White says even that may be unsupported. Martin’s claim depends on humans arriving at the same time as the extinctions. And new finds suggest humans arrived much earlier.

The story

Picture North America in the Pleistocene, the long age of repeated ice ages. It lasted from about 2.6 million to 11,700 years ago, and our own age, the Holocene, followed it (see Foundation 6). Woolly mammoths, mastodons, giant ground sloths, sabre-toothed cats, dire wolves, native horses and camels, and giant beavers lived here. Such large animals are called megafauna. North America lost about 35 genera of them, each genus a group of related species.

The earliest people in the Americas are called Paleo-Indians. Migrants reached the Americas by crossing Beringia, a land bridge between Asia and North America that appeared when sea levels fell. Clovis spear points, found with mammoth bones, are named after Clovis, New Mexico, much as the Harappan civilisation is named after Harappa. For a long time these points were thought to mark the first Americans, a view called “Clovis-first”.

Today, sites older than Clovis are widely accepted. They include Monte Verde in Chile, from about 14,500 years ago, and fossil footprints at White Sands, New Mexico, reported as about 21,000–23,000 years old. Older texts give “11,000 years ago” in radiocarbon years, the uncorrected result of carbon-14 dating. Calibrated, or converted, to calendar years, Clovis is about 13,000 years ago. So when sources quote different numbers, both are often right.

Paul S. Martin’s idea is called the overkill hypothesis, or “blitzkrieg”, meaning lightning war. He argued for it from the 1960s to 2005. He proposed that skilled hunters met animals with no fear of humans. The rival explanations are climate change, disease and a disputed comet impact. The climate change in question is a sudden cold spell called the Younger Dryas.

In 1999 Shepard Krech wrote The Ecological Indian. It challenged the romantic stereotype, or idealised picture, of Native Americans as natural conservationists, people who protect nature. Richard White is a leading historian of the American West.

Americans grew up with the “ecological Indian” image, as in the famous 1971 “Crying Indian” TV advert against litter. That is why this debate stirs strong political feelings in the US.

Remember it like this: Radiocarbon years and calendar years are like a price in dollars and in rupees: “11,000” and “13,000” can name the same moment.

Words to know

Paleo-Indian
The earliest people to live in the Americas.
Megafauna
Large animals, weighing over about 45 kg.
Vindicated
Shown to be right.
Primary vs secondary responsibility
Primary means the main cause. Secondary means a contributing cause.

Reading tip: With several scholars, note each one’s claim, how strongly it is put, and whose claim it responds to.

p.44What is ethnicity? Primordial vs interest-group vs processsociology · Native political participation · Red Power · pan-Indian identity

In short: Sociologists use two definitions of ethnicity. In the primordial definition, ethnicity is unchanging. In this view, it meets a basic need to belong, through shared ancestry and culture. In the interest-group definition, ethnicity is a way to mobilise, or organise, people around shared economic interests. Both are useful, but neither captures how ethnicity changes in the US. The author prefers a process view. In this view, existing community bonds and cultural traits are adapted for practical, or instrumental, purposes as circumstances change. The example is the rise in Native American participation in mainstream US politics since the civil rights era of the 1960s.

The story

A 1908 play gave Americans the image of the “melting pot”: assimilation, with every group melting into one American identity. The rival image is the “salad bowl”, or multiculturalism, where groups keep their distinct identities.

Primordialism, linked to Edward Shils and Clifford Geertz, sees ethnicity as a deep attachment you are born into, rooted in blood, language, religion and custom. Instrumentalism, linked to the 1963 book Beyond the Melting Pot by Glazer and Moynihan, says ethnic groups act as interest groups competing for resources.

In 1969 Fredrik Barth offered a third idea, constructivism: ethnic identity is made and remade at the boundaries between groups. The “process” view of ethnicity is close to this.

The 1950s Relocation programme moved many Native people to cities. There, members of different tribes forged a shared “American Indian” political identity. This is pan-Indian identity, where “pan” means “all”, as in “pan-India”. Examples include the National Congress of American Indians, from 1944, and the American Indian Movement, from 1968.

The civil rights movement of 1954–68 inspired Red Power, the Native American movement, and also the Chicano, Asian American and women’s movements (see Foundation 1). Native activists occupied Alcatraz, a former prison island, in 1969–71. In 1972 they seized the headquarters of the BIA, the government office for Indian affairs.

From 1960 to 1990, the number of Americans calling themselves Native in the census grew far faster than births could explain. Sociologist Joane Nagel called this “ethnic renewal”, a textbook case of ethnicity as a process.

Remember it like this: Think “roots or rupees”: primordialism ties ethnicity to roots like blood, language and custom, while instrumentalism ties it to rupees, meaning groups competing for resources.

Words to know

Primordial
Existing from the very start, and basic.
Instrumental
Used as a tool to get something done.
Mobilise
To organise people to act together.
Interest group
An organised group that pushes for shared aims, often economic ones.

Reading tip: Keep straight which definition stresses culture and which stresses economics. The two are easy to swap.

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Topic 3 · African Americans 8 readings · pp.46–53

All eight readings in this topic are set between the Civil War and the civil rights era. The big story runs like this: slavery, then freedom, then the gains of Reconstruction, then Jim Crow. After that come the Great Migration and the “New Negro”, the unions and the New Deal, World War II and the civil rights movement. One debate keeps coming back: accommodation or agitation. Should Black Americans work within the system, or confront it? The chapters below tell the timeline that American students memorise.

From slavery to freedom (1619–1877)

The story begins in 1619, when the first enslaved Africans arrived in Virginia, an English colony. When the new country wrote its Constitution in 1787, it protected slavery. The three-fifths clause counted each enslaved person as three-fifths of a person when seats in Congress were shared out among the states. The fugitive slave clause said that people who escaped from slavery had to be handed back to their owners.

In 1857, in the Dred Scott case, the Supreme Court ruled that Black Americans could not be citizens. Four years later the Civil War began (1861–65). It was fought between the North, called the Union, and the Southern slave states.

In 1863 President Lincoln issued the Emancipation Proclamation. “Emancipation” means setting people free. The proclamation also let Black men join the Union army, and about 180,000 served (see p.53).

The North won, and Reconstruction followed (1865–77). The South was rebuilt under the watch of the national government.

Three amendments, or additions to the Constitution, belong to this period. The 13th ended slavery. The 14th made everyone born in the country a citizen, Black Americans included, and promised “equal protection” of the laws. The 15th protected Black men’s right to vote.

For a while, Black men voted and held office. But Reconstruction ended with the Compromise of 1877, when federal troops, the national government’s soldiers, left the South.

Remember it like this: Count up from 13. The 13th Amendment sets people free, the 14th makes them citizens and the 15th gives Black men the vote: freedom, citizenship, vote.

Jim Crow and the first answers (1877–1909)

The years from 1877 to 1965 are the era of Jim Crow, the name for the South’s system of racial rules. It had four parts, and the first was legal segregation, which means keeping Black and white people apart by law. The second was disfranchisement, or taking away the vote. A fee to vote, the poll tax, and a reading test for voters, the literacy test, kept Black citizens from voting.

The third part was lynching: murder by a mob, with no trial. The fourth was sharecropping. Families who owned no land farmed someone else’s fields for a share of the crop, and they were often trapped in debt to the landowner.

In 1896, in Plessy v. Ferguson, the Supreme Court upheld “separate but equal” (see p.47). This meant segregation was allowed, as long as the separate facilities were equal.

Black leaders answered in different ways. In 1895 Booker T. Washington gave a speech in Atlanta that became known as the “Atlanta Compromise”. In 1903 W. E. B. Du Bois published The Souls of Black Folk. Du Bois then helped found the Niagara Movement in 1905, and in 1909 the NAACP, the National Association for the Advancement of Colored People (see p.48).

Remember it like this: Picture Jim Crow as a cage with four bars: separate places, no vote, mob violence and farm debt.

Moving north and organising (1910–1941)

From 1910 to 1970, about 6 million Black Southerners moved to cities in the North and the West. This was the Great Migration (see p.46). Meanwhile, the US joined World War I in 1917. About 380,000 Black soldiers served in that war, in segregated units.

In 1919 a wave of race riots became known as the “Red Summer”. This was also the time of Marcus Garvey’s movement, the Universal Negro Improvement Association, or UNIA. It was the time of the Harlem Renaissance too: a flowering of Black writing, music and art centred on Harlem, in New York (see p.50).

Black workers also organised, and in 1925 came the Brotherhood of Sleeping Car Porters. It was a union of Black porters, the attendants who looked after passengers in sleeping cars on overnight trains (see p.49). In the 1930s, during the New Deal, the national government’s answer to the Great Depression, unions grew fast. The CIO, a federation of unions, organised interracial unions, with Black and white members together (see p.51).

In 1941 the Brotherhood’s leader, A. Philip Randolph, threatened a March on Washington. The threat won a ban on discrimination in defence plants.

Remember it like this: Picture a river of about 6 million people flowing out of the South between 1910 and 1970. Then picture a march that never had to happen: in 1941 Randolph’s threat was enough.

War and the civil rights movement (1941–1968)

During World War II, the “Double V” campaign called for two victories. One was over fascism abroad, and the other was over racism at home (see p.52). In 1948 President Truman ordered the desegregation of the military: Black and white troops would no longer be kept apart.

Then came the civil rights movement. In 1954, in Brown v. Board of Education, the Supreme Court overturned “separate but equal” in schools. In 1955 Black citizens of Montgomery, a Southern city, refused to ride its buses in the Montgomery bus boycott. A boycott means refusing to buy or use something as a protest, like the boycott of British cloth during the Indian freedom struggle.

In 1963 came the March on Washington, where Martin Luther King Jr. gave his “I Have a Dream” speech. Its senior organiser was A. Philip Randolph, the man who had threatened a march back in 1941. Congress then passed the Civil Rights Act in 1964 and the Voting Rights Act in 1965. In 1968 King was assassinated.

Remember it like this: Climb the civil rights staircase: schools in 1954, buses in 1955, the March in 1963, the Civil Rights Act in 1964 and the Voting Rights Act in 1965.

A note on words

Older writings and quotations use the words “Negro” or “colored”. You can see this in the NAACP’s own name.

These were the standard words of their time. “Black” became the standard word in the late 1960s, and “African American” from the late 1980s.

Remember it like this: Words have birthdays. “Black” became standard in the late 1960s and “African American” in the late 1980s. Before that, texts said “Negro” or “colored”.

p.46Who joined the Great Migration?Great Migration · boll weevil · WWI labour demand · census data

In short: Between 1910 and 1930, more than 10% of Black Americans left the South. It is commonly assumed, but never proven, that the migrants were rural people. On this view, they were pushed to leave by the cotton collapse that the boll weevil caused, and drawn by Northern jobs once WWI halted immigration from Europe. That assumption is then used to blame their later lack of economic mobility on their rural inexperience. The author argues that the migrants may have been urban, skilled, employed Southern workers. In 1910 more than 600,000 Black workers were in “manufacturing and mechanical pursuits”. The author says this group, with their families, could easily have made up the whole migration. Southern wages were low, old artisans were being squeezed out, and rural newcomers undercut wages. So moving north made sense even for people who had jobs.

The story

Between 1910 and 1970, about 6 million Black Americans left the South. This was the Great Migration. They moved to Chicago, Detroit, New York’s Harlem, Philadelphia and Cleveland, and later to the West Coast. Popular retellings include Isabel Wilkerson’s book The Warmth of Other Suns and Jacob Lawrence’s Migration Series paintings.

Push factors drive people out of a place, and pull factors draw them to a new one. The South’s push factors included Jim Crow, lynching, the loss of the vote, sharecropping debt, the boll weevil and floods.

A sharecropping family owned no land, farmed a landowner’s fields for a share of the crop, and was often trapped in debt. The boll weevil is a beetle from Mexico whose larvae destroy cotton bolls, the pods that hold the fibre. It spread from Texas across the Cotton Belt, the South’s cotton country, over several decades. Indian farmers know a similar pest, the pink bollworm.

The pull came from the North. World War I cut immigration from Europe from over a million a year to a trickle, and laws in the 1920s restricted it further. So Northern factories in steel, meatpacking and cars needed workers. Wages were higher, and Black people could vote.

The Chicago Defender, a Black newspaper founded in 1905, openly urged migration. Pullman porters, the Black attendants on overnight sleeping-car trains, often smuggled it south (see p.49). Northern labour recruiters also travelled south.

Remember it like this: A push factor is a broom sweeping people out of a place. A pull factor is a magnet drawing them to a new one.

Words to know

Preponderance
The greater part, or the majority.
Concurrent
Happening at the same time.
Exodus
A mass departure, when many people leave a place.
Artisan
A skilled worker who works with their hands, such as a blacksmith, mason or carpenter.
Obsolescence
Becoming out of date.
Economic mobility
Moving up or down the ladder of income and jobs.

Reading tip: Note how strongly each claim is put: hedges such as “it is claimed”, “perhaps” and “could” mark possibilities, not proven facts.

p.47C. Vann Woodward’s The Strange Career of Jim Crowhistoriography · Brown v. Board · Reconstruction · Paine’s Common Sense · MLK

In short: Writing history can change history. In autumn 1954, months after Brown v. Board, C. Vann Woodward gave lectures. They challenged the dogma, or unquestioned belief, that Southern segregation was old, continuous and the same everywhere. He argued that Jim Crow laws were a deliberate effort to erase the gains Black Americans had made in Reconstruction. The research behind this grew partly from his work for the NAACP’s Brown campaign. The book, The Strange Career of Jim Crow, had an impact comparable to Paine’s Common Sense, although Paine was not a historian. Martin Luther King Jr. praised and quoted it often.

The story

Start with a name. “Jim Crow” began in the 1830s as a character in blackface minstrel shows, where white performers darkened their faces to mock Black people. Later the name came to mean the whole system of segregation laws and customs, from about 1877 to 1965. It meant separate schools, rail cars and water fountains, poll taxes and literacy tests, and lynching.

Before Jim Crow came Reconstruction (1865–77). Under the 13th, 14th and 15th Amendments, Black men voted, and around 2,000 held office, including US senators. After federal troops withdrew in 1877, white Southern leaders called “Redeemers” took back control.

The “prevailing dogma” said that segregation was a timeless Southern “folkway”, a custom that no law could change. W. G. Sumner summed it up: “stateways cannot change folkways”.

Woodward’s thesis, or main claim, was that race relations had been more fluid, or less fixed, in the 1870s and 1880s. In his account, rigid segregation laws came mainly in the 1890s and 1900s. If segregation was recent and man-made, it could be unmade. Later historians debated this “Woodward thesis”.

In May 1954, in Brown v. Board of Education, the Supreme Court overturned “separate but equal” in schools. Every judge agreed. Thurgood Marshall argued the case for the NAACP, and historians helped research what the people who wrote the 14th Amendment had intended. Virginia, where Woodward lectured, would soon lead “Massive Resistance” against desegregation.

In January 1776, Thomas Paine’s best-selling pamphlet Common Sense rallied the colonists to independence, before the Declaration of Independence. Hence Woodward’s joke that his first edition was like “a history of the American Revolution published in 1776”. He was writing while the civil rights revolution was still unfolding, like a cricket match report written during the first innings. Martin Luther King Jr. cited Woodward’s account of how segregation was created, most notably in his 1965 speech at the end of the Selma-to-Montgomery march.

Remember it like this: Folkways are the folk’s ways, meaning the people’s customs. Stateways are the state’s ways, meaning its laws. Sumner’s slogan said that the second cannot change the first.

Words to know

Dogma
A belief that people accept without question.
Codify
To write something into law.
Revisionist
Giving a new reading of accepted history.
Epochal
So important that it defines an era.
Anachronism
Something placed in the wrong period of time.
Impinge
To have an effect on something, or to intrude on it.

Reading tip: For the Paine comparison, note what the text says is alike and what it says is different: an analogy rests on both.

p.48Du Bois’s 1918 “Close Ranks” editorialDu Bois · Booker T. Washington · Trotter · accommodation vs agitation · WWI

In short: In a 1918 editorial, W. E. B. Du Bois urged African Americans to stop agitating for equality and to stand with white Americans during WWI. This surprised those who saw him as uncompromising and as the main opponent of Booker T. Washington’s accommodationism. In fact, Du Bois often moved along the spectrum, or range of positions, between Washington and militants such as William Monroe Trotter. In 1895 he praised Washington’s Atlanta speech. In 1903 he sided with Trotter. This was less for reasons of ideology, or political belief, than because Trotter told him about Washington’s efforts to silence critics in the Black press.

The story

W. E. B. Du Bois (1868–1963) was a sociologist. In 1895 he became the first Black American to earn a Harvard PhD. His 1903 book The Souls of Black Folk introduced “double consciousness”, the sense of always seeing yourself through others’ eyes. It declared that “the problem of the twentieth century is the problem of the color-line”, and one chapter criticised Booker T. Washington.

Du Bois co-founded the Niagara Movement in 1905 and the NAACP in 1909. He edited its magazine, The Crisis, and his editorial “Close Ranks” appeared there in July 1918. To “close ranks” is to stand closer together, like soldiers in a line.

Washington (1856–1915) was born enslaved, and in 1881 he founded a school, the Tuskegee Institute. His 1895 speech at the Atlanta Exposition, a large fair, became known as the “Atlanta Compromise”. It asked Black Southerners to focus on vocational education, or training for a trade, and on economic self-help. It also asked them to put off the fight over segregation and voting.

In the speech he said: “In all things that are purely social we can be as separate as the fingers, yet one as the hand…”. Washington’s network, the “Tuskegee Machine”, controlled funding and patronage, meaning jobs and favours handed out to supporters. It also quietly influenced Black newspapers or subsidised them, paying some of their costs.

William Monroe Trotter, a Harvard graduate, was Washington’s fiercest critic. From 1901 he edited the Boston Guardian. In 1903 he confronted Washington at a meeting, and he was jailed after this “Boston Riot”.

The US entered World War I in 1917, and Black soldiers served in segregated units. Wartime laws, the Espionage Act of 1917 and the Sedition Act of 1918, were used against publications that disagreed with the government. After the war, in 1919, Du Bois wrote: “We return. We return from fighting. We return fighting.” Today every APUSH student, in the high-school AP US History course, writes the standard compare-and-contrast essay on Washington and Du Bois.

Remember it like this: Match each man to his base: Washington to Tuskegee, Du Bois to The Crisis and Trotter to the Boston Guardian.

Words to know

Accommodationism
Working within an unjust system and putting off confrontation, to win small gains step by step.
Agitate
To campaign in public, again and again.
Militant
Ready to confront others aggressively.
Continuum
A spectrum, or range, between two extremes.
Solidarity
Unity behind a shared purpose.

Reading tip: Build a quick timeline of what Du Bois said or did in 1895, 1903, and 1918, and keep what the text reports separate from how it evaluates it.

p.49A. Philip Randolph & the Brotherhood of Sleeping Car PortersPullman Company · union recognition · company union · 1935

In short: A. Philip Randolph took over the Brotherhood of Sleeping Car Porters. He then fought a ten-year battle for recognition from the Pullman Company, meaning its agreement to bargain with the union. Pullman was the largest private employer of Black Americans. In 1935 the Brotherhood became the first Black union recognised by a major corporation. Randolph’s efforts in the fight helped change how Black workers saw unions and how they saw themselves as a group. Eventually, Randolph also helped weaken organised labour’s hostility to Black workers. Among the obstacles were Black workers’ understandable scepticism of unions, which had long shut them out, and Pullman’s own company union, set up by Pullman itself.

The story

Picture an overnight train journey in America. Passengers slept in luxury sleeping cars run by the Pullman Company. From the 1860s the company hired Black men, many of them formerly enslaved, as porters. A porter was like the attendant who looks after passengers in an AC coach of an Indian overnight train.

Passengers often called the porters “George”, after the company’s owner, George Pullman. The work meant long hours, low pay and dependence on tips. Yet porters were respected, well-travelled figures in Black communities.

A. Philip Randolph (1889–1979), a Harlem socialist who edited The Messenger, organised the Brotherhood of Sleeping Car Porters in 1925. Later, in 1941, his threatened March on Washington pushed President Roosevelt to ban discrimination in defence industries. His pressure helped win Truman’s 1948 order to desegregate the military, that is, to stop keeping Black and white troops apart. He was also the senior organiser of the 1963 March on Washington, working with Bayard Rustin.

Union recognition means that an employer agrees to bargain with a union as the workers’ representative. It is the gateway to collective bargaining, where workers negotiate pay and conditions as one group. A company union is a “union” created and controlled by the employer to keep an independent union out. In the 1930s, national laws banned such unions and made recognition achievable: the Railway Labor Act amendments of 1934 and the Wagner Act of 1935.

Most craft unions in the AFL, a large alliance of unions, barred Black workers (see p.14 and p.51). Craft unions grouped skilled workers by trade. Randolph spent decades fighting racism inside the AFL, and later inside the AFL-CIO, formed when the AFL merged with another alliance, the CIO. Today Pullman porters and Randolph are staples of Black History Month lessons each February, often linked to the 1963 March on Washington.

Remember it like this: A company union is a student council picked by the principal. It looks like the students’ voice, but it answers to the principal.

Words to know

Recognition
Formal acceptance of a union as the group that bargains for the workers.
Antagonism
Active hostility, or ill will.
Formidable
So difficult that it seems frightening.
Parlor car
A luxury railway carriage for daytime travel, with individual seats.

Reading tip: Distinguish the obstacles from the outcomes, and note which effects the author attributes to the struggle.

p.50Marcus Garvey & Wallace’s “revitalization movements”UNIA · WWI Black veterans · Red Summer · anthropology theory

In short: Marcus Garvey arrived from Jamaica in 1916, at the right moment in history. Black soldiers coming home from World War I in 1918 were an ideal audience for his message of unity, pride and better conditions. They had joined the army hoping to share in the American belief in individual success. But in the army they met segregation and humiliating treatment. Then they came home to a country that had not changed and was still segregated. The anthropologist Anthony F. C. Wallace argued that a visible gap between what a culture expects and how things really are can spark a revitalization movement. This is an organised, conscious effort to build a culture that meets those expectations. The excerpt breaks off mid-sentence: “Some scholars have argued that Garvey created …”.

The story

Marcus Garvey founded the Universal Negro Improvement Association, or UNIA, in Jamaica in 1914. In 1916 he arrived in Harlem, in New York City, and built it up there. By the early 1920s it was the largest mass movement in Black American history up to that point.

Garvey preached racial pride: “Up, you mighty race!” He also preached economic self-reliance, much like India’s Swadeshi idea. He called for “Africa for the Africans” and a back-to-Africa scheme. He started the Black Star Line shipping company in 1919, founded the Negro World newspaper and gave his followers the red, black and green flag.

In 1923 he was convicted of mail fraud, cheating people through the post, and in 1927 he was deported. Still, he influenced Malcolm X, the Rastafarian faith, Black Power and Pan-Africanism, the idea of unity among people of African descent everywhere. He also feuded bitterly with Du Bois, another Black leader.

Back in World War I, about 380,000 Black soldiers had served, most in segregated labour units. The 369th Infantry, the “Harlem Hellfighters”, fought under French command and won the Croix de Guerre, a French medal for bravery. The veterans came home to the Red Summer of 1919, with race riots in dozens of cities. Some men still in uniform were lynched, killed by a mob without a trial.

Anthropologists study human cultures. In 1956 one of them, Anthony F. C. Wallace, published an article called “Revitalization Movements”. To revitalize is to give new life. His examples include the Seneca prophet Handsome Lake’s religion, the Ghost Dance of 1890 and Melanesian cargo cults.

Finally, there is the American success ethos, or guiding belief. It celebrates the self-made man, like the heroes of Horatio Alger’s rags-to-riches stories. Americans also call it the “American Dream”.

Remember it like this: Revitalize means “give new life”, like watering a wilting plant. For Wallace, the spark can be a gap people can see between what they expect and what they get.

Words to know

Constituency
A group of supporters.
Ethos
The core beliefs that guide a culture.
Indignities
Treatment that humiliates someone.
Pan-Africanism
Unity among people of African descent all over the world.

Reading tip: Map each element of Wallace’s theory (expectation, reality, gap, movement) onto the Garvey case as you read.

p.51Southern Black industrial workers & unions, 1930s–40slabour unions · occupational segregation · seniority · employer power

In short: In the 1930s and 1940s, Black industrial workers in the South strongly backed unions. They made up 80% of the unskilled factory workers there. The AFL shut them out or kept them segregated. The CIO instead organised integrated unions that stood for equal rights, and Black union members were its backbone. Yet unions, CIO unions included, often used contracts negotiated by whites to keep occupational segregation in place. Black workers saw employers’ power as the central cause of their being pushed to the margins. So they allied with white workers, despite those workers’ racism. In the end, their persistence paid off.

The story

Picture the American South in the 1930s and 1940s, with its tobacco, steel, lumber, docks and meatpacking. Birmingham, Alabama, made steel, and R. J. Reynolds made tobacco goods in Winston-Salem.

There were two main groups of unions (see p.14). The AFL was craft-based, with one union per skilled trade, and often whites-only. The CIO was industrial, taking in all workers in an industry, and officially egalitarian, standing for equal rights. In 1943 workers at R. J. Reynolds formed a CIO local, or branch, that was heavily Black and female.

A union contract, the deal it strikes with an employer, could set up separate “Negro” and “white” job lines. Each line had its own seniority list, ranking workers by years of service. So Black workers could not transfer or be promoted into skilled, better-paid jobs. Title VII of the Civil Rights Act outlawed such arrangements in 1964.

The South was also hard ground for unions, with low wages and hostile employers. After the Taft–Hartley Act of 1947, “right-to-work” laws spread, letting workers stay out of unions. The CIO’s postwar drive to unionise the South, “Operation Dixie”, failed. Dixie is a nickname for the South.

Remember it like this: Separate job lines with their own seniority lists are like two ladders side by side. You climb your own ladder year by year, but you can never step across to the taller one.

Words to know

Occupational segregation
Sorting workers into different jobs because of their race or sex.
Marginalisation
Pushing a group out to the edges of power or of economic life.
Contract
Here, the agreement a union negotiates with an employer for the workers as a group.
Backbone
The main source of strength.

Reading tip: Track each “Yet” and “However” turn, and note whose actions or views each sentence describes (the AFL, the CIO, white unionists, Black workers).

p.52Unions and Black workers in WWIIWWII home front · Double V · hate strikes · Korstad & Lichtenstein · Herbert Hill

In short: Some historians say World War II created a dynamic alliance between unions and the Black community that advanced civil rights. They also say its collapse after the war was a “lost opportunity”. Other scholars say organised labour always defended white workers’ privileges. The author says reality can’t be reduced to either view. Unions faced a choice. They could keep the prewar status quo, or they could take an inclusive approach. That meant equal participation in union affairs, access to skilled, high-paying jobs, and protection from management’s arbitrary power. They often voiced support for inclusion, but more often favoured entrenched interests.

The story

On the American home front, meaning life back home during World War II, war production boomed and workers were scarce. This drew a second, larger wave of Black migration. In 1941, after Randolph threatened a march (see p.49), the president’s Executive Order 8802 banned discrimination in defence industries. A new Fair Employment Practice Committee was set up to enforce it.

In 1942 the Pittsburgh Courier newspaper launched the “Double V” campaign. Its two Vs stood for victory over fascism abroad and victory over racism at home.

Some white workers pushed back. In “hate strikes”, they walked out when Black workers were promoted. At Detroit’s Packard plant in 1943, about 25,000 struck, and the Detroit race riot of 1943 followed. In the Philadelphia transport strike of 1944, the army took over.

One reading of these years is the “lost opportunity” thesis. In 1988 Robert Korstad and Nelson Lichtenstein described what they called “civil rights unionism” in CIO unions led by the political left. They argued that postwar anti-communism killed it.

They pointed to two events. First, the Taft–Hartley Act of 1947 made union officers swear they were not communists. Then, in 1949–50, the CIO expelled left-led unions, among them the ones most committed to racial equality.

Herbert Hill was the labour director of the NAACP, a civil rights group. He is the best-known critic of unions’ record on race.

Remember it like this: Double V is two victory signs raised together: one for beating fascism abroad, one for beating racism at home.

Words to know

Status quo
The way things already are.
Entrenched interests
Groups already dug in, here senior white workers, defending their advantages.
Demise
The end or death of something.
Arbitrary authority
Power used without fair rules, such as firing workers whenever the boss likes.
Reconcilable
Able to be made to fit together.

Reading tip: Distinguish what unions said from what they did, and note which scholars hold which view.

p.53Glatthaar’s Forged in Battle: Black soldiers & white officers in the Civil WarUSCT · 54th Massachusetts · discrimination in pay · labour duty · book review

In short: Joseph Glatthaar’s Forged in Battle (1990) is not the first fine study of Black soldiers in the Civil War and their white officers. But it uses more letters and diaries, including rare ones by Black soldiers. It also looks more closely at relations between Black and white men inside Black regiments. Its thesis is in the title: shared dangers in combat forged loyalty, friendship and respect. Glatthaar accurately records discrimination in pay, promotion, medical care and assignments, and the soldiers’ campaign for the chance to fight. That chance stayed limited, because most Black units were kept in rear areas and labour battalions. The excerpt breaks off mid-sentence as the reviewer turns to their combat death rate.

The story

In the American Civil War, the Union, meaning the North, fought the Confederacy, the Southern slave states. About two-thirds of all deaths in the war came not from battle but from diseases such as dysentery, typhoid, malaria and pneumonia. At first, Black men were barred from the Union army. Then the Emancipation Proclamation, a declaration of freedom issued on 1 January 1863, allowed them to enlist.

About 179,000 Black men served in the United States Colored Troops, or USCT. That was roughly 10% of the Union army, and about 19,000 more served in the navy. Their officers were almost all white, much as Indian sepoys in the British Indian Army served under British officers.

Two episodes became famous. In 1863 the 54th Massachusetts regiment attacked Fort Wagner, an assault later dramatised in the 1989 film Glory. In 1864, at the Fort Pillow massacre, Confederates killed Black troops who were trying to surrender. The Confederacy also threatened to enslave or execute captured Black soldiers.

Pay was unequal too: a Black soldier got $10 a month, minus $3 for clothing. A white private, the lowest rank of soldier, got $13 a month plus clothing. In protest, the 54th Massachusetts refused any pay at all for 18 months. In 1864 Congress made the pay equal.

Armies also need labour. Fatigue duty meant digging trenches, building fortifications and guarding supply depots, and labour battalions did such work. The rear echelon means the area behind the front lines.

Americans meet this history at school. The film Glory is shown in many US classrooms, and the USCT is a standard textbook topic.

Remember it like this: Ten dollars minus three for clothes, against thirteen plus clothes. The 54th Massachusetts chose no pay at all over unequal pay.

Words to know

Regiment
An army unit of about 1,000 soldiers.
Officer vs enlisted
Officers are the commanders. Enlisted men are the ordinary soldiers.
Mortality rate
How many deaths there are for a given number of people.
Thesis
The main argument.

Reading tip: Book reviews mix the reviewer’s judgments with a summary of the book. Separate the two, and when statistics appear, note which point each one supports.

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Topic 4 · Minorities (Black, Native, Asian, Hispanic) & Latin America 3 readings · pp.55–57

This topic has only three readings. But readings about minorities often expect you to know some background on Asian Americans, Hispanic Americans and affirmative action. The chapters below give you that background.

Who’s who: the census and Hispanic Americans

Like India, the United States counts all its people in a census. The 2020 Census gives a rough picture of who is who. About 58% of Americans are white and not Hispanic. About 19% are Hispanic or Latino, about 12–14% are Black and about 6–7% are Asian. American Indians and Alaska Natives make up about 1–3%. About 10% are multiracial, meaning they belong to more than one race.

Two of these labels need care. Hispanic is a census term from the 1970s for people of Spanish-speaking origin. Latino means someone of Latin American origin, and “Latinx” is a newer form that people argue about. In US statistics, Hispanic is an ethnicity, a matter of origin and culture, not a race. So a Hispanic American can be of any race.

The groups under this label have very different stories. Mexican Americans go back to 1848. In that year the Treaty of Guadalupe Hidalgo (p.28) ended the Mexican–American War, and Mexico handed California and the Southwest to the United States. So the Mexican people living on that land found themselves inside the US.

Later came the Bracero programme (1942–64), which brought in Mexican guest workers, people allowed in to work for a time. Then came the Chicano Movement, in which Mexican Americans campaigned for their rights. In 1962 César Chávez and Dolores Huerta founded the United Farm Workers, a union for farm labourers.

Two other groups have their own stories. Puerto Rico is an island that belongs to the United States, and Puerto Ricans have been US citizens since 1917. Cuban Americans came mainly after Castro’s revolution of 1959, and they settled in Miami.

Remember it like this: “Hispanic” is an umbrella, not a race. Under it stand Mexican Americans since 1848, Puerto Ricans as citizens since 1917 and Cuban Americans in Miami after 1959.

Asian Americans: from the railroad to the campus

The story starts with a railroad. Chinese workers built the Transcontinental Railroad, the line across the continent finished in 1869. Yet in 1882 the Chinese Exclusion Act shut Chinese immigrants out. It was the first US law to bar immigrants because of their nationality, and it lasted until 1943.

Indians enter the story in 1923. In US v. Bhagat Singh Thind, the Supreme Court looked at the case of an Indian Sikh and former US soldier. It ruled that he was not “white”, so he could not become a citizen. Then in 1956 Dalip Singh Saund became the first Asian American in Congress, the US parliament.

In 1942, during World War II, about 120,000 Japanese Americans were locked up. This is called the Japanese American incarceration, or internment. In Korematsu (1944), the Supreme Court upheld it. In 1988 the government made an official apology. It also paid each survivor $20,000 in reparations, money paid to make up for a wrong.

The 1965 Immigration Act ended national-origin quotas, the limits on how many people could come from each country. This led to large immigration from Asia and Latin America. Today Indian Americans are the second-largest Asian group in the country.

The 1960s also gave this group two labels. The “model minority” stereotype, which pictures Asian Americans as an especially successful minority, dates from 1966. The term “Asian American” was coined at Berkeley in 1968. Then the student strikes of 1968–69 at San Francisco State and Berkeley gave birth to Asian American studies (p.56).

Remember it like this: Four dates, four doors: 1882 slams shut on the Chinese, 1923 shuts citizenship to Thind, 1942 locks Japanese Americans up, and 1965 swings wide open.

Affirmative action and help for minority businesses

Affirmative action means active efforts to widen chances for minority groups in jobs, education and business. The term comes from a 1961 executive order, a direct order from the President, issued by John F. Kennedy (JFK).

In 1969 President Nixon’s “Philadelphia Plan” set goals for hiring minority workers. Nixon also promoted “Black capitalism”, the idea of helping Black Americans own businesses, along with programmes for minority businesses (p.55).

The Supreme Court then made four key rulings. In Bakke (1978), it banned racial quotas, fixed numbers of places kept for one group, but allowed race to count as one factor. In Croson (1989) and Adarand (1995), it applied “strict scrutiny” to racial set-asides, which are shares of government contracts kept for minority firms.

Strict scrutiny is the toughest test a court uses. The government must show a very strong reason for any rule based on race. Finally, in SFFA v. Harvard (2023), the Court ended race-conscious college admissions, meaning admissions that take race into account.

Remember it like this: India’s reservations keep a fixed share of seats for certain groups. In America, Bakke (1978) banned fixed quotas but let race count as one factor. Then SFFA (2023) ended race-conscious college admissions.

p.55Aiding minority businesses: SBA loans and a newer approachSBA · small business · Black capitalism · policy comparison

In short: Federal help for minority businesses began in the 1960s. It started with the Small Business Administration’s guaranteed loans and its help with management and technical matters. Many firms were founded. But inexperienced managers, poor locations and shortages of capital led to high failure rates. Fifteen years later, minority firms’ receipts were not quite 2% of the national total. Recently, policymakers adopted an approach meant to speed up the growth of this sector by “moving away from directly …”. The excerpt breaks off there.

The story

The Small Business Administration, or SBA, is a US government agency founded in 1953. It guarantees bank loans to small firms: if a firm cannot repay, the SBA pays the bank. It also gives advice, and through its “8(a)” programme it keeps a share of government contracts for disadvantaged firms.

In 1964 President Lyndon Johnson (LBJ) began a War on Poverty that included small-business loans. Then riots broke out in Watts in 1965 and in Detroit in 1967. In 1968 a government panel, the Kerner Commission, warned of “two societies, one black, one white—separate and unequal”.

Next, President Nixon promoted “Black capitalism”, which meant helping Black Americans own businesses. In 1969 his government set up the Office of Minority Business Enterprise.

Firms raise money in two basic ways. A loan is debt: it must be repaid with interest, whatever happens. Venture capital is equity: it buys a share of ownership, so the investor shares the risk and usually brings expertise and contacts. Think of the difference between a moneylender and a business partner.

Why do small firms fail? Some are undercapitalised, with too little start-up money. Others face weak markets, such as low-income neighbourhoods, or suffer from inexperienced management.

Remember it like this: An SBA guaranteed loan works like a parent who stands guarantor for a student’s education loan. If the borrower cannot pay, the guarantor pays the bank.

Words to know

Receipts
All the money that businesses take in.
Guaranteed loan
A loan that a third party, here the government, promises to repay if the borrower cannot.
Capitalise
To supply with capital, meaning money.
Intermediary
A go-between organisation.

Reading tip: Note each problem the text names precisely (causes and statistics). It is easy to swap one cause for another.

p.56Teaching introductory Asian American studiesethnic studies · academic publishing · reference works

In short: Teachers of introductory Asian American studies face a dilemma that did not exist decades ago, when there were almost no texts. Now there are excellent anthologies, and new books appear almost every week. So even experts struggle to choose, and non-experts who teach survey courses struggle more. A complicating factor is that there are still no one-volume reference works, such as biographical dictionaries or desk encyclopedias. In such books, students could look up basic facts on Asian American people, institutions, history and culture.

The story

Picture San Francisco in 1968. Students at San Francisco State strike under the banner of the Third World Liberation Front. Their strike of 1968–69 is the longest student strike in US history. Students at UC Berkeley strike too.

The San Francisco strike created the first College of Ethnic Studies. Ethnic studies, the study of ethnic and racial groups in America, was born in these strikes. Asian American, Black, Chicano and Native American studies programmes followed across the country.

“Asian American” is a pan-ethnic umbrella, one label over many groups. It covers Chinese, Indian, Filipino, Vietnamese, Korean, Japanese and many other Americans, with very different histories, languages and religions. In the same way, the one word “Indian” covers people of many languages and faiths.

Three words from teaching are worth knowing. An anthology is one book that collects pieces by many different writers. A survey course is a broad introductory course. A reference work, such as an encyclopedia or a dictionary, is for looking up facts, not for reading straight through.

Remember it like this: An anthology is a thali: many dishes on one plate. A reference work is a dictionary on the shelf: you dip in for one fact, then put it back.

Words to know

Dilemma
A situation that forces a hard choice between options.
Nonexpert
A teacher who comes from a neighbouring field.
Complicating factor
Something that makes a problem worse.

Reading tip: Watch how the text itself uses a familiar word like “dilemma”. What matters is the text’s precise sense, not the dictionary’s general one.

p.57The Great Depression in Latin Americaeconomic history · Latin America · 1930s · import substitution

In short: In the 1980s most economic historians argued that the Depression hit Latin America earlier than the US but was less severe there. They also argued that it did not significantly slow industrial growth. To work out total manufacturing output and profits, they relied on government tax and export records and on industrial censuses. The author objects that early-20th-century Latin American statistics are unreliable and inconsistent, especially the manufacturing data. In the author’s view, those data were gathered from factory owners for tax purposes and so may be distorted. The author adds that output and profit often move in opposite directions, so you cannot work out one from the other.

The story

The Great Depression began with the US stock market crash of October 1929. It was at its worst in 1932–33. US output fell by about a quarter, unemployment hit about 25% and thousands of banks failed. World trade collapsed too, as the US raised import taxes with the Smoot–Hawley tariff of 1930 and other countries hit back.

Latin America lived on commodity exports, raw goods sold abroad. Brazil and Colombia sold coffee, Cuba sold sugar, Chile sold nitrates and copper, and Argentina sold beef and wheat. Then commodity prices crashed, and export earnings and government revenues collapsed.

Political upheaval followed. In 1930 a wave of revolutions and coups, sudden seizures of power, swept the region. Argentina had one, and in Brazil Getúlio Vargas took power. Populism, politics built on leaders who claim to speak for ordinary people, was on the rise.

Unable to afford imports, countries began making goods at home, such as textiles, processed food and cement. This is called import-substitution industrialisation, or ISI. Many historians therefore saw the Depression as a spur to Latin American industry. ISI later became official policy in the 1950s, linked with the economist Raúl Prebisch and the UN’s Economic Commission for Latin America.

Finally, keep two simple ideas in mind. Output is the quantity a firm produces, and profit is its revenue minus its costs. A firm can produce more while earning less, for example by cutting prices to keep its factories running. The reverse can happen too.

Figures reported to tax officials give owners a motive to under-report, which means to report less than the truth. This is a classic source of bias, a steady tilt in the numbers.

Remember it like this: ISI means “can’t buy it, so make it”: when imports cost too much, a country starts making its own cloth, food and cement. India followed a similar path for decades after independence.

Words to know

Industrial census
A government survey of what factories produce.
Correlation
When two quantities tend to move together.
Impede
To hold back or get in the way of.
Tax revenues
The money a government collects from taxes.

Reading tip: Separate the scholars’ claims from the author’s objections, and note what each objection targets: the data or the reasoning.

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Topic 5 · Brain 5 readings · pp.59–63

Brain readings explain their own science. But they use words that American students learn in high-school biology and in “Psych 101”, the introductory college course in psychology. Examples are neurotransmitter, receptor, hypothalamus and episodic memory. Learn the three short chapters below once, and all five readings will go much faster.

How neurons talk

Follow one message on its journey through the brain. A brain cell, or neuron, collects signals from other cells on its branching dendrites. If it is excited enough, it “fires”. An electrical pulse, called an action potential, then travels down its axon, the cell’s output cable.

The axon meets the next cell at a synapse, a tiny gap between the two cells. There the neuron releases chemical messengers called neurotransmitters. They cross the gap and attach to receptors on the next cell, like keys fitting into locks.

Some signals are excitatory: they make the next neuron more likely to fire. Others are inhibitory: they make it less likely to fire. Adenosine is one example of an inhibitory signal (p.60).

The body has another way to send messages. Hormones, such as insulin, melatonin and cortisol, are carried in the blood. Neurotransmitters, by contrast, act locally, across synapses. So a hormone is like a radio broadcast, while a neurotransmitter is a whisper to the person next to you.

The brain is also careful about what gets in. Its tiny blood vessels, the capillaries, are tightly sealed, and this seal is called the blood–brain barrier. As a result, many molecules can enter only through specific carrier proteins, called transporters, which act like guarded gates (p.59).

All this happens on a huge scale. The human brain has about 86 billion neurons and around 100 trillion synapses.

Remember it like this: Electricity runs along the axon, and chemistry crosses the gap. Neurotransmitters are keys and receptors are locks. A hormone is a radio broadcast, but a neurotransmitter is a whisper.

Brain map & the main chemicals

Now take a tour of the brain itself. The wrinkled outer layer is the cerebral cortex, which handles thought, language and perception. It is divided into four lobes. The frontal lobe plans, the parietal lobe handles touch and space, the temporal lobe handles hearing and memory, and the occipital lobe handles vision.

Other parts have more specific jobs. The hippocampus forms new memories (p.63). The amygdala handles fear and emotion. The cerebellum handles coordination, and the brainstem runs breathing and the heartbeat.

The hypothalamus looks after hunger, thirst, body temperature and hormones. It also looks after the body clock (SCN, p.62).

Neurons pass on their messages with several main chemicals. Serotonin affects mood, sleep and appetite, and antidepressants such as Prozac boost it. Dopamine is linked to reward and movement, and to Parkinson’s disease. Norepinephrine keeps us alert, and acetylcholine works in muscles and memory.

Two chemicals are the brain’s main “go” and “stop” signals. Glutamate says “go” and GABA says “stop”, like the accelerator and the brake of a car.

Remember it like this: Glutamate is the brain’s accelerator and GABA its brake. Serotonin goes with mood, dopamine with reward, and the hippocampus is where new memories are formed.

Why rats and mice?

Why do so many brain experiments use rats and mice? Their brain chemistry resembles ours. Scientists can also tightly control their diet, the light they live in and the drugs they receive.

The typical design changes one thing, the variable. It then compares the result against a control, a group in which that thing was not changed. Brain readings usually turn on what an experiment shows, or on how an apparent exception is explained.

Remember it like this: A fair test is two identical pots of dal with extra salt added to only one. Whatever tastes different must come from the salt.

p.59Food → tryptophan → serotonin: diet changes brain chemistryneurotransmitters · amino acids · insulin · experiment sequence

In short: The brain was once thought to be independent of the body’s metabolism. Rat studies showed that the brain’s production of serotonin depends directly on food. After a meal, tryptophan in the blood, tryptophan in the brain and serotonin in the brain all rose together. Injected insulin did the same, and so did the rat’s own insulin, released after a carbohydrate meal. Surprise: adding lots of protein to the meal made brain tryptophan and serotonin fall, even though protein contains tryptophan. The reason is that tryptophan enters the brain by the same route as other amino acids, such as tyrosine and leucine. Protein raises those competitors by a much larger proportion. So the ratio of tryptophan to its competitors drops, and less tryptophan reaches the brain.

The story

Picture a laboratory at MIT, a leading American university, in the 1970s. There, Richard Wurtman and John Fernstrom carried out classic research on food and the brain. Their work helped launch a whole new field, “nutrition and the brain”.

To follow their work, start with protein. Proteins are chains built from 20 kinds of small building blocks called amino acids, like necklaces strung from 20 kinds of beads. Nine amino acids are “essential”, which means the body cannot make them. Tryptophan is one of the nine, so the brain’s supply of it depends on diet.

The brain turns tryptophan into serotonin in steps. Tryptophan becomes 5-HTP, then serotonin, and serotonin can later become melatonin. The enzyme, or helper protein, that runs the first step normally works below full capacity. So when more tryptophan arrives, more serotonin is made, just as a half-busy factory makes more when more raw material comes in.

To reach the brain, tryptophan must pass through a transporter, a gate that it shares with the other “large neutral amino acids”. These are tyrosine, phenylalanine, leucine, isoleucine and valine. Picture several queues sharing one turnstile at a metro station. In most proteins, tryptophan is the scarcest of this group.

The pancreas releases insulin when carbohydrates raise blood sugar. Besides moving glucose into cells, insulin pushes many of the competing amino acids into muscle. Tryptophan, much of which rides in the blood on a protein called albumin, is less affected, so it faces less competition at the gate. This is the standard textbook account.

Many Americans “know” a piece of Thanksgiving folklore: the tryptophan in the holiday turkey makes you sleepy. Scientists call this a myth. Turkey has no more tryptophan than chicken, and in a protein-heavy meal the competing amino acids crowd tryptophan out. The drowsiness comes from the sheer size of the meal, much like the sleepiness after a big wedding lunch in India.

Remember it like this: Like milk that becomes curd, then butter, then ghee, tryptophan becomes 5-HTP, then serotonin, then melatonin. The body cannot make the “milk” itself, so it must come from food.

Words to know

Metabolic processes
The body’s chemistry for breaking down food and building tissue.
Precursor
A substance from which another is made. Tryptophan is a precursor of serotonin.
Coupled
Linked, so that when one changes, the other does too.
Elicit
To draw out or bring about. A meal elicits insulin.

Reading tip: With a sequence of experiments, jot a quick table (what was given → what rose or fell) as you read.

p.60How caffeine works: blocking adenosine receptorsreceptors · antagonist · methylxanthines · adenosine

In short: Snyder, Daly and Bruns proposed that caffeine affects behaviour by working against adenosine. Adenosine is a natural brain chemical that reduces the firing of neurons, apparently by holding back the release of neurotransmitters. Adenosine must first bind to receptors, of which there are at least two classes, A1 and A2. Caffeine is similar in structure to adenosine. It binds to both classes and blocks adenosine, so neurons fire more readily. Across related compounds, binding to the receptors generally went with stimulation. An apparent exception, IBMX, bound very well but reduced how much mice moved around. The authors don’t see this as a major problem, because the compound has mixed effects, which is common for psychoactive drugs. Even caffeine reduces mouse movement at very low concentrations and increases it at higher ones.

The story

The longer you stay awake, the more adenosine builds up in your brain, and sleep clears it away. It is a by-product of using ATP, the cell’s energy molecule, and its build-up is called “sleep pressure”. Caffeine does not really give you energy. It hides the tiredness signal, like a strip of tape over a warning light on a car’s dashboard.

Caffeine belongs to a chemical family called the methylxanthines. Its relatives include theophylline, found in tea, and theobromine, found in chocolate. IBMX is a man-made methylxanthine used in laboratories.

Why did scientists need a new theory of caffeine? The older explanation said that caffeine blocks an enzyme inside cells, called phosphodiesterase. But that would take concentrations far higher than a coffee drinker’s brain reaches. Blocking receptors works at normal doses.

Pharmacology, the science of drugs, follows a standard logic. If a drug acts through a receptor, compounds that bind to it more tightly should generally act more strongly. So the key evidence is a correlation, a link between how well compounds bind and how strong their effect is. Later research found four kinds of adenosine receptor: A1, A2A, A2B and A3.

One drug can also do opposite things at different doses. Such effects are called biphasic, or dose-dependent. Alcohol is a familiar example: at low doses it is mildly stimulating, but at high doses it makes people sleepy.

Solomon Snyder of Johns Hopkins, a top American university, is one of the best-known American brain scientists. In 1973 he and Candace Pert discovered the brain’s opiate receptor. Coffee itself is central to American working life, from the office “coffee break” to Starbucks. The FDA, the US food and drug regulator, calls about 400 mg of caffeine a day, roughly four cups of brewed coffee, generally safe for healthy adults.

Remember it like this: Coffee, tea and chocolate are cousins. Caffeine, theophylline and theobromine all belong to one family, the methylxanthines, and IBMX is their lab-made relative.

Words to know

Psychoactive
Affecting the mind or behaviour.
Bind
To attach to a receptor.
Locomotion
Movement. How much mice run around is the standard lab measure of stimulation.
Stumbling block
An obstacle, here one that stands in the way of accepting a hypothesis.

Reading tip: When the author mentions something, ask why: what role it plays in the argument, not just what it says.

p.61Searle vs the brain-as-computer metaphorphilosophy of mind · Chinese Room · syntax vs semantics · AI

In short: The idea of the brain as an information processor dominates neuroscience. The philosopher John Searle objects. In his view, computers only follow algorithms. They handle symbols by their form, or syntax, without grasping meaning, or semantics. People understand meaning because of what Searle calls the brain’s “causal powers”. The author then asks how a brain could work except by turning what it learns into a code passed between neurons. If that code can be cracked, a computer should in principle be able to simulate it. Searle would reply that even a perfect simulation wouldn’t really be thinking. It would only be acting as if it were.

The story

In 1950 Alan Turing proposed a simple test for machines, now called the Turing Test. Suppose you chat by typing with someone you cannot see. If you cannot tell whether a machine or a person is typing, you should call the machine intelligent.

In 1980 the philosopher John Searle offered a famous thought experiment, the Chinese Room. Picture a man who knows no Chinese, sitting in a room with a rulebook. Questions in Chinese come in through a slot, and by matching symbols to rules he passes out perfect Chinese answers. Outsiders think the room understands Chinese, yet nobody inside understands a word.

Searle’s moral is that running a program means following rules of form, or syntax, and that is never enough for understanding meaning, or semantics. So the Chinese Room aims to show that passing the Turing Test does not prove understanding. Searle’s target is “strong AI”, the claim that the right program literally is a mind. “Weak AI” says only that computers are useful tools for studying minds.

Searle’s favourite point is about simulation. A computer simulation of a rainstorm leaves nobody wet, and a simulated fire burns nothing. So, he argues, simulating a mind is not the same as having one.

Where does understanding come from, then? Searle holds that consciousness is a biological product of brains, just as photosynthesis is a product of plant cells. Brains, in his phrase, have “causal powers”. Critics complain that he never says which brain properties do the work.

The debate is alive again today. People argue over whether ChatGPT-style AI really “understands”, or merely predicts the next word, and that argument is a modern rerun of the Chinese Room. In America the Chinese Room is a staple of introductory college courses in philosophy and cognitive science. Films such as Her and Ex Machina have also made “can machines think?” a familiar American debate.

Remember it like this: The Chinese Room is like reciting a shloka perfectly without understanding a word. The form is flawless, and that is syntax. The meaning never arrives, and meaning is semantics.

Words to know

Algorithm
A step-by-step set of rules a machine can follow.
Syntax
The rules of form: how symbols are arranged.
Semantics
Meaning.
Metaphor
Describing one thing as if it were another, such as calling the brain a computer.
Fathomable
Able to be understood.
Simulate
To imitate a process with a model.

Reading tip: Separate three voices: the dominant view, Searle’s objection, and the author’s own comments. Rhetorical questions in a text usually carry the author’s position. To judge what fits Searle’s view, use Searle’s stated reasoning, not the author’s.

p.62Body clocks and the suprachiasmatic nuclei (SCNs)circadian rhythms · hypothalamus · clock genes · melatonin

In short: For a long time, scientists believed that two clusters of nerve cells in the hypothalamus, the suprachiasmatic nuclei (SCNs), controlled our circadian rhythms. These are the roughly 24-hour cycles that keep in step with day and night. Here is the supporting evidence. In some animals, the SCNs control daily swings in blood pressure, body temperature, activity and alertness. They also control the release of melatonin at night. Cells in the retina that report light levels to the SCNs were also found recently. However, four key clock genes are active in every tissue of flies, mice and humans, not just in the SCNs. And when rats that normally ate whenever they liked were fed once a day, a clock gene in their livers shifted its peak by 12 hours. Meanwhile, the same gene in the SCNs stayed in step with light. The excerpt breaks off as the next sentence begins: “While …”.

The story

The word “circadian” comes from the Latin circa diem, “about a day”. Even in constant darkness, human rhythms keep running on their own, which is called “free-running”. But each cycle then lasts slightly longer than 24 hours, like a wall clock that runs a little slow.

Every day, cues called zeitgebers, German for “time-givers”, reset the rhythms. The main cue is light, but food and temperature count too.

The SCN is about 20,000 neurons. It sits just above the optic chiasm, where the two optic nerves cross, and that gives it its name: “supra-chiasmatic” means “above the crossing”. In the 1970s, rats whose SCNs were destroyed lost their daily rhythms. Later, transplanted SCN tissue restored rhythms in hamsters, and so the SCN earned the label “master clock”.

At night, on the SCN’s signal, the pineal gland releases melatonin, the “darkness hormone”. Around 2000–02, scientists identified light-sensing cells in the retina that contain a pigment called melanopsin. These cells don’t form images. They just tell the SCN how bright it is, which is why bright screens at night can disturb sleep.

In 2017 the Nobel Prize in Physiology or Medicine went to Jeffrey Hall, Michael Rosbash and Michael Young. They showed how clock genes, such as one called period, work in fruit flies. A protein builds up and then switches off its own gene, in a loop that takes about 24 hours. Think of the float valve in a rooftop water tank, which shuts off the inflow when the tank is full and opens again when the level falls.

Twice a year, Americans change their clocks for daylight saving time, unlike India, which keeps one clock time all year. Their rule of thumb is “spring forward, fall back”: clocks go forward in spring and back in the fall, the American word for autumn. In Congress, the American parliament, proposals to end the switch are often argued in body-clock terms. Melatonin is also sold over the counter in American pharmacies as a sleep aid.

Remember it like this: Your body’s rhythm is a wall clock that runs a little slow. Every day, light, the chief “time-giver”, sets it right again.

Words to know

Nuclei (in the brain)
Clusters of neuron cell bodies. This is not the nucleus of a cell or of an atom.
Hypothalamus
A small region at the base of the brain. It controls hunger, temperature, hormones and the body clock.
Synchronised
Kept in step.
Peak activity
The time of day when a gene is most active.

Reading tip: Note scope words (“in some animals”, “every tissue”). When the text gives a list, keep to its own items.

p.63Episodic memory and Clayton’s scrub-jay experimentmemory types · animal cognition · corvids · food caching

In short: Endel Tulving coined the term “episodic memory” for what he considered a uniquely human ability. It means recalling specific past events, travelling back into the past in one’s own mind. He set it apart from simply using information gained through experience. Later, Nicola Clayton and colleagues set criteria to test for it in animals. By their criteria, an episodic memory binds several parts of a single event together: “what”, “where” and “when”. Scrub jays hide food so that they can retrieve it when food is scarce. In Clayton’s experiment, crickets, which the birds prefer but which spoil quickly, were stored in one place, and peanuts in another. Once the food had been stored for a certain time, the birds switched their preference from crickets to peanuts, “showing that they retain information …”. The excerpt breaks off mid-sentence there.

The story

In psychology, memory comes in several kinds. Declarative, or explicit, memory is what you can consciously put into words. In 1972 Endel Tulving split it in two. Episodic memory holds personal events, such as “my tenth birthday”, while semantic memory holds facts, such as “Delhi is India’s capital”.

Other kinds of memory work differently. Non-declarative, or implicit, memory covers skills such as riding a bike, along with habits and conditioning. You may not be able to explain how you balance on a bike, yet you still can. Working memory, or short-term memory, is also separate from long-term memory.

Tulving was born in Estonia and worked at the University of Toronto. He tied episodic memory to “autonoetic”, or self-knowing, consciousness: the feeling of re-living an event. He also tied it to “mental time travel”, which includes imagining the future. Recalling your tenth birthday can feel like stepping back into that day for a moment.

In 1953 surgeons removed much of the hippocampus of Henry Molaison, known as patient H.M. Afterwards he could no longer form new episodic memories. Yet he could still learn new motor skills, meaning physical skills. This was proof that memory has separate systems.

Crows, ravens, jays and magpies belong to a family called the corvids, which are among the most intelligent birds. Some nutcrackers hide thousands of seeds and find them months later. Scrub jays even re-hide their food if another jay watched them hide it. In 1998 Clayton and Dickinson published their scrub-jay “what-where-when” experiment in the journal Nature.

Intro psychology is one of the courses American college students take most often. So “episodic” and “semantic” memory, and the case of H.M., are familiar to many American readers.

Remember it like this: Semantic memory knows that Delhi is India’s capital. Episodic memory takes you back to your tenth birthday, like a time machine.

Words to know

Recollect
To consciously remember.
Cache
To store food in a hidden place. As a noun, it means the hidden store itself.
Degrade
To spoil or decay.
Criteria
The standards a test checks. The singular is criterion.
Bound
Linked into a single memory.

Reading tip: For experiments, note what was manipulated, what was measured, and what conclusion is drawn. Map the design onto the criteria: which feature of the setup tests “what”, which tests “where”, and which tests “when”?

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Topic 6 · Astronomy / Stars / Galaxies / Black Holes / Meteors / Asteroids 13 readings · pp.65–77

Astronomy readings are detective stories. Nobody can visit a galaxy, so astronomers work out everything from two kinds of clue: light and gravity. Learn the toolkit and the map of objects in the chapters below. Then every reading in this topic will follow one pattern: the evidence, a conclusion drawn from it and a rival explanation.

How astronomers know things: clues in the light

Picture a detective who can never visit the scene of the crime. Every clue reaches the detective as light, often after a very long journey. That is the astronomer’s position, and luckily light carries a lot of information.

The simplest clues are a star’s brightness and colour. Redder stars are cooler, and bluer stars are hotter. A blacksmith’s iron bar follows the same rule: it glows dull red at first, then yellow and white as it heats up. The hottest stars go one step further and look blue.

The richest clue is the spectrum, the band of rainbow colours you get when light is spread out. Dark and bright lines cross this band. Each chemical makes its own pattern of lines, so the lines work like fingerprints at a crime scene.

Movement leaves a clue too, called the Doppler shift. Light from something moving away is stretched and looks redder, which is called “redshift”. Light from something coming closer looks bluer. By measuring these shifts, astronomers find the speeds of stars, gas and galaxies (pp.68, 73).

You can hear the same effect on any busy road. An ambulance siren sounds higher as it comes towards you and lower as it moves away.

Distances in space are measured in light-years. A light-year is the distance light travels in one year, about 9.5 trillion km. Because light takes time to travel, looking far away also means looking back in time.

Remember it like this: Light is the astronomer’s star witness. Its colour gives the temperature, its lines give the chemicals and its shift gives the speed.

More clues: gravity, craters and computers

The second great clue is gravity, which lets astronomers weigh things they can never touch. The method comes from Newton’s law of gravity. If you know how fast something orbits and how big its orbit is, you can work out the mass inside that orbit.

This one trick weighs many very different things. It weighs pairs of stars, black holes, whole galaxies and even unseen dark matter (pp.65, 68, 73).

Mass also bends light. A heavy object bends the light passing close to it, a little like a glass lens. This is called gravitational lensing (p.76).

Solid surfaces keep a record of collisions. When asteroids and comets crash into them, they leave craters, and the biggest impacts leave wide basins (pp.74–75). These marks are like hail dents on a car roof, which show what fell long after the storm has passed.

Some changes are far too slow to watch, because they take millions of years. So astronomers run computer simulations, which show what a theory predicts over such long stretches of time (pp.69, 70, 72).

Remember it like this: Gravity is the astronomer’s weighing scale, and craters are a planet’s hail dents. A computer simulation fast-forwards millions of years.

The object map, part 1: from dust to planets

Start with the smallest objects. A grain of rock or dust drifting in space is a meteoroid. When one enters Earth’s air, it makes a bright streak across the sky, a “shooting star”, and that streak is a meteor. Any piece that lands on the ground is a meteorite.

Comets are “dirty snowballs”, and they shed streams of dust as they travel (p.69). Asteroids are rocky leftovers, and most of them circle the Sun between Mars and Jupiter (p.72).

Next come the planets. The inner planets, from Mercury to Mars, are rocky. The outer planets, from Jupiter to Neptune, are giants. When the Sun was young, ice could freeze only beyond a boundary called the “frost line”.

Pluto was long counted as a planet. In 2006, however, it was reclassified as a “dwarf planet”.

Remember it like this: A meteoroid drifts in space, a meteor is the streak of light in the sky, and a meteorite is the piece that lands on the ground.

The object map, part 2: stars, clusters and galaxies

Stars are born in clouds of gas called nebulae. They shine by fusion, which joins hydrogen together to make helium. How a star ends depends on how big it is. Small stars end as white dwarfs, while big ones explode as supernovae and leave behind neutron stars or black holes (p.73).

Stars are often found together, and many come in pairs (p.65). Bigger groups are called clusters. Open clusters are young and loose, while globular clusters are ancient, dense balls of stars (p.70).

Stars also gather in huge systems called galaxies. Spiral galaxies, such as our Milky Way and Andromeda, have curving arms. Elliptical galaxies, such as M87, are round or oval balls of stars. Dwarf or irregular galaxies, such as the Magellanic Clouds, are small or have no clear shape.

The Milky Way has three parts. At its centre sits a bulge. Around the bulge spreads a flat disc with spiral arms, and the Sun lies in this disc, about 26,000 light-years from the centre. A round halo of old stars and dark matter surrounds the whole galaxy.

Remember it like this: Picture the Milky Way as a fried egg seen from the side. The yolk is the bulge, the white is the flat disc, and the halo is a round cloud around the whole egg.

A century of discoveries, to date the readings (1915–2021)

This timeline helps you work out when a reading was written, and so what its writer could have known. In 1915 Einstein published general relativity, his new theory of gravity. In 1929 Hubble showed that the universe is expanding. In 1933 Zwicky proposed the idea of “dark matter”.

In 1965 scientists detected the afterglow of the Big Bang, the birth of the universe. The 1970s brought Vera Rubin’s results on how galaxies rotate (p.68). In 1990 the Hubble Space Telescope was launched. Through the 1990s astronomers ran microlensing searches, which use gravitational lensing (p.76).

Then, in 1998, astronomers found that the expansion is accelerating, driven by “dark energy”. This discovery won a Nobel in 2011. In 2015 gravitational waves, ripples in space and time, were detected. In 2019 came the first image of a black hole (M87, p.73), and in 2021 the James Webb Space Telescope was launched.

Today’s recipe for the universe is about 5 per cent ordinary matter, 27 per cent dark matter and 68 per cent dark energy. Articles written before 1998 ask whether the expansion will “stop”. Read them on their own terms.

Remember it like this: Before 1998, astronomers asked whether the cosmic car would brake to a stop. In 1998 they found it pressing the accelerator instead.

p.65“Weighing” double starsNewton’s gravity · mass vs weight · binary stars · free fall

In short: In a spaceship in free fall, where things are weightless, you can’t find an object’s mass by balancing it against a known weight. But you can put the object on a spring scale and whirl the scale in a circle on a string. The tension that the scale reads depends on the speed of revolution and on the object’s mass. So from the tension and the speed, you can work out the mass. Astronomers “weigh” double-star systems in the same way. How fast the two stars circle each other depends on the gravitational force holding them together. That force plays the role of the string’s tension. By Newton’s law of gravitation, it is proportional to the stars’ combined mass.

The story

Mass is the amount of matter in an object, measured in kilograms. Weight is the pull of gravity on that mass. A shopkeeper’s two-pan balance compares weights, since gravity pulls down on both pans. So when everything floats, the balance is useless.

Astronauts look “weightless”, but the word is misleading. At the height of the space station, gravity is still about 90 per cent as strong as on the ground. Astronauts float because they and their ship are in free fall, falling around Earth together. You get a brief taste of this feeling when a lift suddenly drops or a fairground ride plunges.

Anything moving in a circle needs an inward pull, called centripetal force. For a ball whirled on a string, the pull is the string’s tension. For stars or planets in orbit, the pull is gravity. More mass or more speed needs a stronger pull.

Binary stars, pairs of stars that orbit each other, are very common, and many Sun-like stars have a companion. These pairs are the main way astronomers measure the masses of stars directly. Newton’s version of Kepler’s third law turns the size of the orbit and the time for one orbit into the pair’s total mass.

To split that total between the two stars, astronomers find each star’s distance from their shared balance point, the centre of mass. It works like a see-saw, where a heavier child sits nearer the pivot. The same logic gives the Sun’s mass from Earth’s orbit, and Jupiter’s mass from its moons.

Whirling a ball on a string is a standard physics demonstration in American high schools. Every American student has also seen videos from NASA, the American space agency, of astronauts floating inside their ship.

Remember it like this: Mass is how much stuff an object has, and weight is how hard gravity pulls on it. In orbit, the weight seems to vanish, but the mass stays the same.

Words to know

Free fall
Moving under gravity alone, so that things feel weightless.
Tension
The pulling force carried by a string or rope.
Revolution vs rotation
Revolution is going around something, as in an orbit. Rotation is spinning on one’s own axis.
Analogous
Similar in structure or role.

Reading tip: Build your own two-column mapping (spaceship procedure ↔ double-star procedure) as you read. The whole argument rests on that mapping.

p.66The Mars meteorite ALH84001Mars meteorite · organic molecules · contamination

In short: In 1994 David McKay’s team began studying the meteorite ALH84001. It was found in Antarctica in 1984 and is generally agreed to come from Mars. In 1996 the team announced compelling evidence that life once existed on Mars. This included organic molecules called PAHs, the first found in Martian rock. When microbes die, their organic matter often decays into PAHs. Sceptics note that the rock has been on Earth for 13,000 years, so the PAHs might be contamination from Earth. McKay’s team replied that the concentration of PAHs increases deeper inside the rock. That is the opposite of what contamination from outside would produce. The text continues the debate.

The story

Picture a rock being blasted off Mars. Roughly 17 million years ago, an asteroid struck Mars and threw the rock into space. It drifted through space for a long time and finally fell on Antarctica.

Its name is a code. ALlan Hills is the place in Antarctica where it was found, 84 stands for 1984, and 001 is the specimen number. Its chemistry matches a family of meteorites known to come from Mars. Some of them hold trapped gas identical to the Martian atmosphere measured by NASA’s Viking landers in 1976.

Why are so many meteorites found in Antarctica? Dark rocks stand out on white ice, and the cold preserves them. Moving ice also gathers them in certain spots, like a very slow conveyor belt.

In chemistry, “organic” means carbon-based. PAHs, short for polycyclic aromatic hydrocarbons, are molecules built from several linked rings of carbon atoms.

In 1996 McKay’s team offered several lines of evidence. Besides the PAHs, there were carbonate globules, tiny magnetite crystals and worm-like microscopic shapes. “Today, rock 84001 speaks to us across all those billions of years and millions of miles,” President Clinton said on TV.

The announcement was huge news in America, and it boosted NASA funding for astrobiology, the search for life beyond Earth. Americans often quote Carl Sagan’s maxim “extraordinary claims require extraordinary evidence” about it. Since then, NASA rovers have kept searching. Perseverance, which landed in 2021, has found rocks with possible, but unconfirmed, signs of past microbial life, and it is collecting samples for future return to Earth.

Remember it like this: Read ALH84001 like a train ticket. ALlan Hills is the station, 84 is the year 1984, and 001 is the seat number.

Words to know

Meteorite
A space rock that reaches the ground.
Terrestrial
Of or from Earth.
Contamination
Unwanted material that gets in from outside.
Compelling
Convincing and forceful.

Reading tip: Track each objection and the specific reply to it, and keep the author’s own stance separate from the McKay team’s.

p.67Milankovitch: did Earth’s orbit cause the ice ages?ice ages · oxygen isotopes · Earth’s orbit · climate

In short: Early in the 20th century, Milankovitch proposed that the ice ages were caused by changes in Earth’s orbit around the Sun. For a long time the theory was considered untestable. The reason was that there was no precise chronology, or dated record, of the ice ages to match against the orbital changes. A recent discovery made such a chronology possible. The ratio of two oxygen isotopes, 16 and 18, in ocean sediments reveals how much land ice existed at a given time. Almost all oxygen in water is O-16, but a few molecules per thousand carry the heavier O-18. When an ice age begins, growing ice sheets keep evaporated ocean water from returning to the sea. The record shows an ice age roughly every 100,000 years. This establishes a strong link between the orbital changes and the periodicity, or regular repetition, of the ice ages. The author then adds a caution. Other factors, such as volcanic particulates or changes in the sunlight Earth receives, could also have affected climate. The theory’s advantage is that it is testable, since orbital changes can be calculated backwards with Newton’s laws. But a lack of information about the other factors doesn’t make them unimportant.

The story

Picture Milutin Milanković, a Serbian engineer and mathematician whose name is also spelled Milankovitch. For decades he calculated by hand how changes in Earth’s orbit alter the summer sunlight reaching the far north. Earth’s orbit and axis change in three slow cycles. The first is eccentricity, how stretched the orbit is, on a cycle of about 100,000 years.

The second is obliquity, the tilt of the axis, which moves between about 22 and 24.5 degrees on a cycle of about 41,000 years. The third is precession, the wobble of the axis, like a spinning top, on a cycle of about 23,000 years. The key idea is simple. If northern summers are too cool to melt the winter snow, ice sheets grow year after year.

The record of past ice comes from isotopes, forms of the same element with different weights. Water containing light O-16 evaporates more easily, so the snow that builds ice sheets is rich in O-16. During ice ages, the oceans are left relatively richer in O-18. Tiny shelled plankton called foraminifera record the ocean’s ratio in their shells, which pile up on the seafloor layer by layer like the pages of a diary.

In 1976 a landmark paper by Hays, Imbrie & Shackleton, “Variations in the Earth’s Orbit: Pacemaker of the Ice Ages”, found the predicted cycles in deep-sea cores. The last ice age peaked about 20,000 years ago. Ice covered Canada and the northern US, sea level was about 120 m lower, and a land bridge called Beringia joined Siberia to Alaska.

Big volcanic eruptions throw sunlight-blocking particulates, or fine particles, high into the atmosphere. Tambora in Indonesia erupted in 1815 and caused 1816’s “Year Without a Summer”. Pinatubo in the Philippines erupted in 1991 and cooled the globe by about 0.5 °C for a year or so.

Orbital cycles act over tens of thousands of years. So they can’t explain the rapid warming since 1900, which is driven by greenhouse gases. In America, climate change is a politically polarised subject, and “it’s just natural cycles” is a common sceptic argument. That is why many Americans have heard of orbital cycles in that debate.

Remember it like this: Remember the three cycles as stretch, tilt and wobble. The orbit stretches, the axis tilts, and the axis wobbles like a spinning top.

Words to know

Chronology
A dated sequence of events.
Periodicity
Regular repetition at fixed intervals.
Particulates
Fine particles in the air, such as ash or sulphate droplets.
Configuration
An arrangement, here of the planets’ positions.
Testable
Able to be checked against evidence. See “falsifiable” in Foundation 6.

Reading tip: When a final paragraph turns with “however … yet …”, it often carries the author’s own attitude, so read it slowly.

p.68The “missing matter”: will the universe stop expanding?critical density · dark matter · galaxy rotation · Vera Rubin

In short: Evidence from the 1920s showed that the universe is expanding. A question followed: will it expand forever, or is there enough mass for gravity to halt the expansion? The critical density needed to “close” the universe equals about three hydrogen atoms per cubic metre. Luminous matter (galaxies) supplies only a fraction of that. So for the expansion to stop, invisible matter would have to outweigh luminous matter by a factor of about 70. The authors’ contribution to the search for this “missing matter” is to measure how fast galaxies rotate at different distances from their centres. The excerpt breaks off just as the text begins to say what “has been known for some time”.

The story

In 1929 Edwin Hubble, building on theory by Georges Lemaître, showed that farther galaxies are moving away faster. The universe is expanding, and this is the basis of the Big Bang theory. Think of raisin bread rising in the oven. As the dough swells, every raisin moves away from every other, and the farthest ones move apart fastest.

Before 1998, astronomers pictured three classic fates for the universe, like a ball thrown upward that may fall back or escape. In a closed universe, the density is above critical, so gravity halts the expansion and reverses it into a “Big Crunch”. In an open universe, the density is below critical, and the universe expands forever. In a flat universe, the density is exactly critical, so the expansion slows forever but never quite stops.

How can astronomers weigh things they cannot touch? By Newton’s laws, how fast something orbits depends on how much mass lies inside its orbit. In other words, speed reveals mass. That is why astronomers can “weigh” matter they cannot see, by measuring the speeds of matter they can see.

The idea of unseen dark matter goes back to Fritz Zwicky in 1933. In the 1970s Vera Rubin and Kent Ford made galaxy-rotation measurements of this kind. Rubin never won a Nobel, an omission that is often cited. The Vera C. Rubin Observatory in Chile is named after her.

Then came the 1998 twist. The expansion turned out to be accelerating, because of something called “dark energy”. Overall, the universe is very close to critical density, but mostly in the form of dark energy rather than matter.

In America, Rubin is a celebrated woman scientist, often cited in debates about women in science (see Topic 1). In 2019 Congress, the American parliament, named the observatory after her. It was the first US national observatory named for a woman.

Remember it like this: Think of the universe as a ball thrown upward. Falling back means closed, escaping means open, and having exactly the escape speed, slowing forever but never stopping, means flat.

Words to know

Critical density
The density that divides endless expansion from eventual collapse.
Luminous matter
Matter that gives off light, such as stars and glowing gas.
Rotational velocity
How fast stars and gas orbit a galaxy’s centre.
Constituents
Components, the parts that make something up.

Reading tip: Keep two quantities separate as you read: how fast matter rotates and how bright it is, at each distance from the centre. A quick sketch of each against distance helps, and any comparison should be checked against the exact lines.

p.69Meteor streams as hollow pipes: the Geminid modelcomets · meteor showers · computer model · orbits

In short: A meteor stream is dust ejected, or thrown out, from a parent comet at varying speeds. The grains share the comet’s orbit but slowly drift ahead or behind, until dust surrounds the whole orbit. Astronomers hypothesised that streams broaden over time as the gravity of planets perturbs, or disturbs, the grains. A computer model tracked simulated particles in the orbit of the Geminid stream for 5,000 years. The stream did broaden, as expected. But instead of growing denser toward the centre, as conventional theories predicted, it became a thick-walled hollow pipe. Earth would take just over a day to cross such a stream. So a shower should show two peaks, as Earth enters and leaves the wall. The gap between them should vary from year to year, because Earth needn’t pass through the exact centre. The text then asks whether the real Geminid shower shows these twin peaks.

The story

Comets are icy bodies from the outer solar system. In 1950 Fred Whipple called them “dirty snowballs”. Near the Sun, their ice turns to gas and frees dust, which forms the comet’s tails and, over many orbits, a stream of dust. Halley’s Comet, which comes back about every 76 years and is next due in 2061, is the most famous.

A meteor shower happens when Earth crosses such a stream, on the same dates each year. The meteors seem to fly out from one spot in the sky, like spokes from the hub of a wheel. Each shower is named after the constellation at that spot. The Perseids come in August, the Leonids in November and the Geminids in mid-December, one of the year’s richest showers.

The Geminids’ parent, identified in 1983, is 3200 Phaethon. It is an unusual rocky body that behaves like a burnt-out comet. Small gravitational tugs, mostly from Jupiter, slowly alter orbits. This is called perturbation.

Earth moves at about 30 km per second, or roughly 1.6 million miles a day. Americans use miles, and a mile is about 1.6 km.

To study such slow changes, astronomers run a simulation. A computer applies the laws of gravity to thousands of test particles over a long span of time.

In America, the news and NASA publicise each year’s showers. Watching the August Perseids is a summer camping tradition, so “meteor shower” is an everyday American phrase.

Remember it like this: A comet leaves dust along its path, like crumbs from a leaking bag. Each year Earth drives through the same trail on the same dates, and we see a meteor shower.

Words to know

Ejected
Thrown out.
Perturbed
Disturbed or pushed off a regular path.
Shroud
A covering that wraps around something.
Disintegrating
Breaking apart.

Reading tip: To work out what the model predicts, draw the pipe and Earth’s path through it, and reason from the geometry.

p.70Globular cluster ages & how the Milky Way formedgalaxy formation · globular clusters · Milky Way halo

In short: New age measurements of some globular clusters cast doubt on a long-held theory of how the Milky Way formed. The galaxy has about 125 globular clusters. Each is a compact group of tens of thousands to perhaps a million stars. Together they sit in a roughly round halo around the galaxy’s centre. Their stars are thought to have formed with the galaxy, so they may be considered relics of the original gas cloud, the galactic nebula. The conventional theory says that about 12–13 billion years ago a round cloud of gas collapsed under its own gravity. Within about 200 million years it became a disc surrounded by a halo. If so, all halo stars should be nearly the same age. But Michael Bolte found quite large differences in age. One cluster is 2 billion years older than most, and another is 2 billion years younger. A colleague says that Palomar 12 is 5 billion years younger. So astronomers are taking a fresh look at “renegade” theories. In the early 1970s Richard Larson argued that the halo formed over a billion years or more. In his view, hundreds of small gas clouds drifted, collided, lost orbital energy and collapsed into an elliptical system, densest at its centre. Computer modelling by a mathematician in the 1970s goes well with his “lumpy and turbulent” picture.

The story

From most of India, you can see Omega Centauri with the naked eye, low in the southern sky. It is the Milky Way’s biggest globular cluster: a dense, ancient ball of stars orbiting in the galaxy’s halo, the roughly round region around its disc. Such clusters are among the oldest objects in the galaxy. Open clusters, such as the Pleiades, are the opposite: young, loose and lying in the disc.

How can anyone tell a cluster’s age? All its stars were born together, but heavy stars burn out faster. So the heaviest stars that are still burning hydrogen act as a clock. The older the cluster, the lighter its heaviest survivors.

On how the galaxy formed, there are two schools. The top-down school says it formed in a rapid collapse, like a ball of dough flattening into a roti in one go. Eggen, Lynden-Bell and Sandage set out this view in 1962.

The bottom-up school says it was assembled from smaller pieces. Larson argued for this, and so did Searle and Zinn in 1978.

The name Palomar 12 comes from California’s Palomar Observatory. Its 200-inch telescope was the world’s largest from 1948 to the mid-1970s and became an icon of American astronomy.

Remember it like this: Heavy stars are sparklers and light stars are candles, all lit at the same moment. The sparklers die first, so seeing which ones still burn tells you how long ago the match was struck.

Words to know

Relic
Something that survives from an earlier time.
Halo
The roughly round region around a galaxy’s disc.
Nebula
A cloud of gas and dust.
Renegade
Going against the usual view, outside the mainstream.
Protogalaxy
A galaxy that is still forming.
Centrally condensed
Densest at the centre.

Reading tip: For each theory, note what it predicts about cluster ages, then check which prediction the new data fit.

p.71Low-surface-brightness galaxies & the missing baryonsgalaxies · baryons · Big Bang helium · selection bias

In short: Besides conventional galaxies, the universe contains very dim galaxies that went unnoticed until recently. There may be as many of these low-surface-brightness (LSB) galaxies as conventional ones. They have the same general shape as spiral galaxies and about the same number of stars. But they tend to be much larger, so they have far fewer stars in each unit of volume. They apparently take much longer to turn their primordial gas into stars, which means they evolve much more slowly. They may help solve a long-standing puzzle, the missing baryonic mass. Baryons, generally protons and neutrons, are the source of the light from stars and galaxies. So their number can be estimated from how luminous, or bright, galaxies are. The excerpt breaks off in the middle of a sentence: “However, the amount of helium in the universe, as measured by …”.

The story

Spread the same butter over a bigger slice of toast, and the layer gets thinner. Surface brightness, or brightness per patch of sky, works the same way. Spread the same stars over a bigger area, and each patch looks fainter. Many LSB galaxies are fainter than the natural glow of the night sky itself.

Sky surveys have a weakness: they find what is easiest to see. It is like the old joke about the drunk man who looks for his lost keys under a streetlight, because that is where the light is. This is called selection bias.

For a long time, galaxy catalogues favoured bright galaxies. The classic LSB example, Malin 1, was found in 1986. It is a spiral several times wider than the Milky Way.

Now a word that sounds harder than it is. Baryons are ordinary matter: the protons and neutrons inside atoms. Electrons are too light to matter here. “Non-baryonic” dark matter, made of unknown particles, is a separate issue.

Helium can act as a baryon counter. In the first minutes after the Big Bang, roughly a quarter of ordinary matter fused into helium. Traces of deuterium and lithium were made too. How much of each was made depends on the density of baryons, so measuring these amounts gives a count that does not rely on starlight.

Remember it like this: Low surface brightness is the same butter spread over a bigger slice of toast. Selection bias is hunting for lost keys only under the streetlight.

Words to know

Primordial
Existing from the very earliest times.
Luminosity
The total amount of light something gives out.
Diffuse
Spread out, not packed together.
Condense
To gather into a denser form, as gas does when it forms stars.

Reading tip: Comparisons hinge on more/fewer, larger/smaller, faster/slower, so keep a two-column list (conventional vs LSB) as you read.

p.72Are asteroids solid rocks or rubble piles?asteroids · rotation rates · escape velocity · collisions

In short: Collisions make asteroids spin faster or slower. Suppose all asteroids were monoliths, single solid rocks, hit by random collisions. Then their spin rates would form a bell-shaped curve, with “tails” of very fast and very slow spinners. If they are rubble piles, the fast tail would be missing. That is because a loose heap spinning faster than about once every few hours would fly apart. The exact limit depends on its bulk density. Researchers found that all but five of the observed asteroids obey a strict spin limit. The exceptions are all smaller than 200 metres, and there is a sharp cutoff above that size. The obvious conclusion is that asteroids larger than 200 metres are rubble piles. This agrees with computer models of collisions, which find a switch-over at the same diameter. A collision can blast a large asteroid to bits, but the bits usually move slower than their mutual escape velocity.

The story

About 66 million years ago, an asteroid roughly 10 km across ended the age of the dinosaurs. Asteroids are rocky leftovers from the time the planets formed. Most of them lie in the belt between Mars and Jupiter. They range in size from boulders up to Ceres, about 940 km across, which is now classed as a dwarf planet.

What is an asteroid like inside? A monolith is held together by the strength of solid rock. A rubble pile is a heap of boulders, gravel and dust, held together only by its own weak gravity. Spin a rubble pile too fast, and it flies apart.

A common pattern in data is the bell-shaped, or normal, distribution, in which values bunch around the average, with fewer and fewer towards the extremes. Think of the heights of adults in a big crowd. Most are close to the average, and very few are very tall or very short. Those thin ends of the curve are its “tails”.

Another key idea is escape velocity, the lowest speed needed to break free of a body’s gravity. For Earth it is 11.2 km per second. For an asteroid 1 km wide, it is well under 1 metre per second, slower than walking. Pieces moving slower than this cannot get away from each other.

Spacecraft have now visited some asteroids. Japan’s Hayabusa photographed Itokawa, a rubble pile, in 2005, and Hayabusa2 collected samples from Ryugu in 2018–19. NASA’s OSIRIS-REx found Bennu’s surface so loose that the craft’s sampling arm sank in, as if into a ball pit. It brought a sample back to Earth in 2023.

All this matters for planetary defence: in 2022 NASA’s DART spacecraft deliberately rammed a small asteroid, Dimorphos, and changed its orbit. Whether a threatening asteroid is solid or rubble changes how you would push it off course. Hollywood films made the threat of a strike from space familiar to Americans: Armageddon and Deep Impact in 1998, and Don’t Look Up in 2021. DART itself was widely covered news across the US.

Remember it like this: A monolith is a solid brick. A rubble pile is a loose boondi laddoo that barely holds together: spin it too fast and the pieces fly off.

Words to know

Monolith
One single large block of stone.
Aggregate
A mass made up of many loose pieces.
Bulk density
The average density of the whole body, counting the gaps between pieces.
Cutoff
A sharp limit.

Reading tip: For each hypothesis, note what it predicts about rotation rates, then check which prediction the data fit. To see what could overturn the conclusion, look for an observation the conclusion rules out.

p.73Black holes in M87 and NGC 4258: proof by densityblack holes · inference from gravity · skeptics’ alternative · galaxy cores

In short: Astronomers theorise that a black hole forms when a massive object shrinks catastrophically under its own gravity. This leaves a gravitational field so strong that nothing escapes. Black holes are invisible, so their existence must be inferred from their gravitational pull on visible bodies nearby. In the galaxy M87, gas clouds whirl unusually fast around the centre. Most astronomers think the large concentration of mass at the centre is a black hole. A few sceptics argue that it could instead be a cluster of a billion or so dim stars. The same star-cluster idea might have been applied to the galaxy NGC 4258. But it was severely undermined when astronomers measured the speed of a ring of dust and gas spinning close to the centre. From that speed they calculated an extraordinarily high density for the core, more than 40 times other estimates. The text goes on to explain why this undermines the star-cluster idea.

The story

In 1915 Einstein published general relativity, his theory of gravity, and it predicted black holes. In 1916 Karl Schwarzschild worked out the first black-hole solution to its equations. The name “black hole” came much later, when John Wheeler made it popular in 1967. Around every black hole lies its event horizon, the point of no return: once past it, nothing can pass back out, not even light.

Black holes come in two main kinds. Stellar black holes have a few to tens of times the Sun’s mass, and they are left behind when giant stars collapse. Supermassive black holes have millions to billions of times the Sun’s mass, and they sit at the centres of most large galaxies. Astronomers have a simple weighing trick (p.65): the speed and distance of gas in orbit give the mass inside the orbit. Divide that mass by the volume it takes up, and you get a density.

M87 is a giant elliptical galaxy about 55 million light-years away. In April 2019 the Event Horizon Telescope, a planet-wide network of radio dishes, released the first-ever image of a black hole. It showed M87’s black hole, about 6.5 billion times the Sun’s mass, as a dark shadow inside a glowing ring. In 2022 the same network imaged our own galaxy’s black hole, Sagittarius A*, at about 4 million Suns.

NGC 4258 is a spiral galaxy about 24 million light-years away. In 1995 radio astronomers tracked natural microwave “lasers”, called masers, in a thin disc orbiting its centre. They revealed tens of millions of Suns’ worth of mass packed within a fraction of a light-year. It became one of the strongest early cases for a supermassive black hole.

The odd names come from old catalogues. “M” numbers come from the list of Charles Messier, an 18th-century French comet-hunter. He listed fuzzy objects that people should not confuse with comets. “NGC” stands for the New General Catalogue of 1888.

The 2020 Nobel Prize in Physics went to Roger Penrose for black-hole theory. It also went to Reinhard Genzel and Andrea Ghez for the supermassive object at our galaxy’s centre. In the US, the 2019 image was front-page news. A photo of Katie Bouman, a young American computer scientist on the team, reacting to it went viral. And the film Interstellar, from 2014, had already made black holes part of pop culture.

Remember it like this: An event horizon is the edge of a waterfall: once a boat goes over, no amount of rowing brings it back. Past a black hole’s edge, nothing climbs back out, not even light.

Words to know

Catastrophically
Suddenly and drastically, like a disaster.
Infer
To work something out from evidence, without seeing it directly.
Undermine
To weaken the base or support of something.
Density
How much mass is packed into a given space: mass per unit volume.

Reading tip: Separate the premises the two sides share from the conclusions they dispute.

p.74Moon basins with “wrong” gravity: Clementine datalunar geology · gravity anomalies · impact basins · 1994 mission

In short: This article dates from 1996. When a large body hits a planet or moon, it throws out material. This leaves a hole and a local mass deficit, a shortfall of mass. The deficit shows up as a gravity anomaly: gravity there is slightly lower than in the areas around it. So the Moon’s large multi-ring impact basins, which are essentially huge holes, should all show negative gravity anomalies. Yet 1994 data from the Clementine spacecraft show that many of them have no unusually low gravity. Some even have unusually high gravity. Scientists speculate about what happened early in the Moon’s history, when large impactors blasted out millions of cubic kilometres of crust. In their view, denser mantle material rose up beneath the holes almost immediately, making up for the lost mass. The text then works out the consequences of this idea.

The story

About 4.5 billion years ago, the Moon probably formed from debris after a Mars-sized body hit the early Earth. Like the Earth, it is built in layers. It has a light crust, a denser mantle underneath and a small core.

The crust “floats” on the denser mantle, which flows very slowly, rather like ice floating on water. Take weight off the top, and the material below rises to make up for it. This balance is called isostasy. The same principle gives mountains deep “roots”.

Look at the full Moon and you will see dark patches called “seas”, or maria, though they hold no water. They are plains of lava that later flooded many of the Moon’s impact basins. Impact basins are the biggest craters, hundreds of kilometres across, and many are ringed by mountain chains, one circle inside another. That is why they are called “multi-ring” basins.

Gravity can be measured from orbit. Extra or missing mass below a spot slightly speeds up or slows down a spacecraft passing overhead, and tracking its radio signal reveals the change. In 1968 NASA’s Lunar Orbiter craft were unexpectedly tugged over certain basins. These spots were named mascons, short for “mass concentrations”, and they were a navigation headache for the Apollo landings.

Those Apollo landings, in 1969–72, are still a point of national pride in America. The next US Moon mission was Clementine, in 1994, a joint mission of NASA and the Pentagon, America’s defence headquarters. It mapped the Moon’s surface and gravity, and it found hints of ice in polar craters that are always in shadow.

Later, in 2011–12, NASA’s twin GRAIL probes made the most detailed gravity map of the Moon. Today NASA’s Artemis programme aims to send astronauts back to the Moon, partly for that polar ice.

Remember it like this: Mascon is short for “mass concentration”: a hidden lump of extra mass that tugs on passing spacecraft. And the Moon’s dark “seas” hold no water: they are lava plains.

Words to know

Impactor
A body that hits another body.
Deficit
A shortfall: less than there should be.
Anomaly (anomalous)
Something different from what is expected. “Anomalous” means unexpected or unusual.
Mantle
The dense rocky layer under the crust.
Compensate
To make up for something, or balance it out.

Reading tip: To apply the scientists’ explanation to another case, run the stated mechanism step by step and stay within what the text says.

p.75Jupiter’s four largest moonsGalilean moons · composition gradient · geological activity · craters
In short: Io and Europa are the inner two of Jupiter’s four largest moons. They are about the size of Earth’s moon and are made mostly or entirely of rock and metal. Ganymede and Callisto are larger and roughly half ice. So the four moons are somewhat like the solar system’s planets. There, the rocky inner planets differ from the much larger outer ones, which are rich in gas and ice. But Jupiter’s moons are more “systematic”: many of their properties change gradually with distance from Jupiter.
  • Ice: Io has no ice. Europa has a shell of ice on its surface. Ganymede and Callisto are rich in ice, and Callisto, the outermost, is the iciest.
  • Geological activity: Io is extremely active and Europa modestly so. Ganymede had bouts of activity in its past, and Callisto shows none.
  • Cratering: Callisto is very heavily cratered. Ganymede, like Earth’s moon, is heavily cratered in parts. Europa is very lightly cratered. The text then completes the pattern.

The story

In January 1610, Galileo turned one of the first telescopes on Jupiter and discovered these four moons. That is why they are called the Galilean moons. Moons circling something other than Earth supported Copernicus’s Sun-centred system, in which the Earth goes round the Sun. This was part of the clash behind Galileo’s trial in 1633 (see Topic 8.2).

Io is the most volcanically active body in the solar system, with about 400 active volcanoes. Voyager 1 first saw its eruptions in 1979. Its heat comes from tidal flexing: Jupiter’s gravity kneads Io, squeezing and stretching it. A rubber ball warms up in the same way when you squeeze it again and again. Regular tugs from Europa and Ganymede keep Io’s orbit slightly oval.

Europa has a cracked shell of ice over a global ocean of liquid water. That makes it one of the best places to look for life beyond Earth. NASA’s Europa Clipper launched in 2024 and is due to arrive in 2030.

Ganymede is the largest moon in the solar system, bigger even than the planet Mercury, and it has its own magnetic field. Europe’s space agency, ESA, launched its JUICE probe in 2023, and it will orbit Ganymede in the 2030s. Callisto has one of the most heavily cratered surfaces in the solar system.

Why are the Sun’s inner planets rocky? Near the young Sun it was too hot for ice to freeze, so only rock and metal condensed into solids. Beyond a boundary called the frost line, ice was plentiful.

Pictures from NASA missions fill American textbooks: Voyager in 1979, then the Galileo spacecraft from 1995 to 2003, then Juno from 2016. They show Io’s volcanoes and Europa’s ice.

Remember it like this: From Jupiter outwards the order is Io, Europa, Ganymede, Callisto: “I Eat Green Carrots”. Galileo found all four in 1610, so they are the Galilean moons.

Words to know

Analogous
Similar in structure or pattern, so the two can be compared.
Systematic
Following a regular, orderly pattern.
Gradient
A gradual change across a distance.
Geologically active
Still changing from the inside, through things such as volcanoes and quakes.

Reading tip: Make a four-column table (Io → Europa → Ganymede → Callisto) with one row for each property the text lists. Most details then become easy look-ups.

p.76Hunting MACHOs with microlensingdark matter · gravitational lensing · variable stars · test criterion

In short: In the 1980s the astronomer Bohdan Paczyński proposed a way to test whether the Milky Way’s enormous dark halo is made of MACHOs (massive compact halo objects). These are bodies too dim to see. If the halo is made of them, a MACHO would now and then drift in front of a star in the Large Magellanic Cloud. This is a bright galaxy near the Milky Way. The MACHO’s gravity would bend together the star’s light rays, which would otherwise spread apart. So the star would briefly look brighter from Earth. This is microlensing. Some astronomers objected that many stars change in brightness on their own, and such brightening could be mistaken for microlensing. But when a star that is variable by its own nature brightens, its different colours are affected differently. Microlensing, by contrast, affects all of a star’s colours equally. The text illustrates this with an example.

The story

Picture an eclipse of the Sun in 1919. An expedition led by Arthur Eddington measured starlight bending as it passed the Sun, and the result made Einstein world-famous. In Einstein’s general relativity, mass curves space, so light passing a massive object is bent, as if by a lens. This is gravitational lensing.

Huge lenses, such as clusters of galaxies, bend light into arcs and multiple images. A small lens, such as a MACHO, makes a star behind it brighten for a while. A MACHO could be a brown dwarf, a “failed star” too small to fuse hydrogen. It could also be a faint dwarf star, a neutron star or a black hole.

Colours matter here. A glass prism splits white light into a rainbow, because it bends each colour by a different amount. Gravity, by contrast, is achromatic: it bends every colour by the same amount. A pulsating variable star is different: it changes temperature as it brightens, and hotter means bluer, so its colours change unequally.

Stars that change in brightness on their own are called variable stars. In 1912 Henrietta Leavitt found that the pulse rate of one kind, the Cepheid variables, reveals their true brightness. She was one of Harvard Observatory’s women “computers”, people who did calculations by hand, so her story also links to Topic 1. Her discovery turned Cepheid variables into cosmic yardsticks, which Hubble later used.

The Large Magellanic Cloud is a small satellite galaxy, a companion of our own, about 160,000 light-years away. It is visible to the naked eye from the Southern Hemisphere and is named after Magellan’s voyage. Looking at it means looking through our galaxy’s halo at millions of stars in the background. In the 1990s several surveys went hunting for MACHOs: the US–Australian MACHO Project, France’s EROS and Poland’s OGLE.

The surveys found some events, but too few for MACHOs to make up most of the halo. Most dark matter is now thought to be exotic matter that is not made of atoms. Microlensing later became a way to discover planets. The name “MACHO” is a pun on American slang. The rival dark-matter candidates are called WIMPs, weakly interacting massive particles, so the debate is “macho”, the tough guy, against “wimp”, the weakling.

Remember it like this: Picture a wrestling match over dark matter: in one corner stands MACHO, the tough guy, made of big dim bodies. In the other stands WIMP, the weakling, made of unseen particles.

Words to know

Intrinsically
By its own nature, from within.
Diverge
To spread apart.
Magnify
To make bigger or brighter.
Halo
The huge, roughly round outer region of a galaxy.

Reading tip: The strongest evidence is an observation that only one explanation predicts.

p.77Quantum tunnelling: faster than light?quantum mechanics · relativity · Wigner & Eisenbud · tunnelling time

In short: Most attempts to send particles faster than light involve quantum tunnelling. In tunnelling, particles pass through barriers that seem impossible to get through. A ball thrown at a wall bounces back, but subatomic particles do the equivalent of going straight through. Quantum theory gives a small but real chance, or probability, that a particle will tunnel through a barrier. That probability falls exponentially as the barrier gets thicker. Tunnelling’s extreme speed was noted as early as 1932. But only in 1955 did Wigner and Eisenbud propose that tunnelling particles sometimes travel faster than light. Their grounds were calculations suggesting that tunnelling time grows with barrier thickness only up to a maximum. After that, the calculations suggested, the time stays the same however thick the barrier gets. The excerpt breaks off in the middle of the argument, so work out for yourself what that calculation implies. For help, see the school formula “speed equals distance divided by time” in the story below.

The story

In 1905 Einstein set a speed limit in his theory of special relativity. No object, signal or piece of information can travel faster than light in a vacuum, about 300,000 km per second. If signals could, an effect could come before its cause. So physicists treat superluminal, or faster-than-light, claims with great caution.

In the 1920s physicists such as Heisenberg, Schrödinger and Bohr built quantum mechanics, the physics of the very small. At the scale of atoms, particles behave like waves of probability. When such a wave hits a barrier, it does not stop dead but fades inside it. If the barrier is thin enough, a little of the wave leaks out the other side, and that leak is the chance of tunnelling.

That chance “declines exponentially” as the barrier gets thicker: each extra slice of barrier multiplies it by the same small fraction. Picture a row of gates, each letting only one person in ten through. After three gates, only one person in a thousand has got through. In the same way, a slightly thicker barrier makes tunnelling vastly rarer, and that is why balls never pass through walls.

Tunnelling is real and everyday: in 1928 George Gamow showed that it explains a kind of radioactivity called alpha decay. It also lets protons in the Sun fuse even though they repel each other, and it makes flash memory in USB drives and SSDs work. The scanning tunnelling microscope, whose invention won a Nobel Prize in 1986, depends on it too. In the 1980s John Clarke, Michel Devoret and John Martinis showed that a whole electric circuit, big enough to hold in your hand, can tunnel. This large-scale, or “macroscopic”, quantum tunnelling won them the 2025 Nobel Prize in Physics and is groundwork for today’s quantum computers.

How do physicists test a faster-than-light claim? They time particles, often photons (particles of light), as they cross a barrier, and compare that with the same trip without the barrier. Reading these timings is notoriously tricky, so treat any “faster than light” result as a claim, not a settled fact. Remember the school formula, “speed equals distance divided by time”, and keep track of which quantity is growing and which is fixed.

Americans have an everyday phrase for faster-than-light travel: “warp speed”, from Star Trek. The US government even named its 2020 COVID-vaccine drive “Operation Warp Speed”.

Remember it like this: Tunnelling is a particle walking through a wall like a ghost. A ball never manages it, and every extra slice of wall makes the trick far rarer.

Words to know

Impenetrable
Impossible to get through.
Albeit
Although, even though.
Exponentially
By the same factor at every step, so the change builds up very fast.
Superluminal
Faster than light.
Photon
A particle of light.

Reading tip: When the author mentions something, reread the sentences around it and name the job it does there. To see what happens if a step fails, rebuild the chain of reasoning and find the link that breaks.

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Topic 7 · Biological Evolution / Animal & Human Evolution / Animal Behaviour / Fossils 22 readings · pp.79–100

Biology readings follow a familiar pattern. Usually there is a puzzle, such as a fossil, a behaviour or a sudden fall in an animal population. Then one or more explanations are offered and weighed against the evidence. You don’t need specialist biology. But a few core ideas will stop the jargon from slowing you down: natural selection, adaptation, what fossils can and cannot show, and how ecologists test explanations. The chapters below tell them as short stories.

Darwin’s big idea: natural selection

In 1859 Darwin published On the Origin of Species. Its central idea, natural selection, works in three steps. First, individuals of the same kind vary, so no two are quite alike. Second, some of these variants survive and reproduce better than others. Third, they pass their traits on, so over many generations those traits become common.

An adaptation is a trait that selection has shaped to do a particular job. Be careful with the word “fitness”. In biology it does not mean strength. It means reproductive success: how well an animal manages to breed and leave young.

Evolution also leaves two patterns worth knowing. Sometimes unrelated groups face similar pressures and end up with similar features. This is convergent evolution. Bats, birds and insects, for example, all have wings, but they are not close relatives. At other times one ancestor branches out into many different forms. This is adaptive radiation, and Darwin’s finches are an example: many kinds of finch from a single ancestor.

Biologists also have to sort living things into groups. They must decide what counts as a separate species (p.86). They also sort all of life into basic categories (p.89).

Remember it like this: Natural selection is a sieve shaken over many generations: the variants that breed best get through. In biology, fitness is about babies, not biceps.

Deep time: the history of Earth as one calendar year

The history of life is told in deep time, spans of millions of years. Scientists shorten “million years ago” to “Ma”, so 150 Ma means 150 million years ago. Earth itself is about 4.5 billion years old.

Animals with hard parts appear about 540–520 Ma, in a burst called the Cambrian explosion (p.84). Dinosaurs lived from about 230 to 66 Ma. Then an asteroid wiped them out, except for the birds, which most scientists now count as dinosaurs.

The human line split from the chimpanzee line about 6–7 Ma (p.83). Our own species, Homo sapiens, appeared only about 300,000 years ago.

Remember it like this: Squeeze the whole history of Earth into one calendar year. Animals with hard parts arrive in November, dinosaurs roam from mid-December until the last week, and our species turns up in the last hour of the last day.

Birds, dinosaurs and the gaps in the rocks

In 1861, just two years after Darwin’s book, a fossil turned up in Germany. It was Archaeopteryx, about 150 million years old, and it mixed bird-like and dinosaur-like parts. It had feathers and wings, but also teeth, clawed fingers and a bony tail.

Since 1996, many fossils of feathered dinosaurs have been found in Liaoning, in China. These finds have made one view mainstream: birds evolved from small, meat-eating dinosaurs called theropods (pp.79–80).

Fossils must be read with care, because the fossil record, the set of all fossils known so far, is patchy. Soft parts such as lungs, muscle and skin rarely turn into fossils. And a line of animals can exist long before its oldest known fossil. Put simply, absence of evidence is not evidence of absence.

Still, bones and teeth are real data. The fine structure inside a bone hints at how fast the animal grew (p.81). Wear and breakage on teeth hint at what an animal ate and how it behaved (pp.82–83).

Remember it like this: Archaeopteryx is a mosaic made of mixed tiles: bird-like feathers and wings set beside dinosaur-like teeth, clawed fingers and a bony tail.

Watching animals: how, why and how clever?

Ethology is the study of animal behaviour in natural settings. Its founders, Konrad Lorenz, Niko Tinbergen and Karl von Frisch, shared the Nobel Prize in 1973. Lorenz studied imprinting in goslings: a newly hatched gosling bonds with the first moving figure it sees and follows it. Von Frisch studied the honeybee’s “waggle dance”, which a bee uses to tell its hive-mates where food is.

Biologists ask two kinds of question about any behaviour. A proximate explanation says how it works: which genes, hormones or learning produce it. An ultimate explanation says why it evolved: what payoff it brought in survival or breeding. Biology readings often move between these two levels.

Scientists must also guard against anthropomorphism, reading human motives into animals. Their brake is Morgan’s Canon, a rule from 1894. It says: don’t credit an animal with a higher mental ability if a simpler one explains the behaviour.

Darwin added a second idea in 1871. Sexual selection favours traits that win mates, such as a peacock’s tail, even when those traits cost the animal in survival. Honest signals are ornaments too costly to fake. Zahavi named this idea the “handicap principle” in 1975.

Remember it like this: Proximate means “nearest”: the machinery inside, such as genes, hormones and learning. Ultimate means “final”: the payoff in survival or breeding that made the behaviour evolve.

Who eats whom: ecology

Ecology is the study of how living things affect one another. It maps food webs, the networks of who eats whom. It also studies predators, their prey and the rivals that compete with them.

A keystone species has an effect out of proportion to its numbers (p.85). The term comes from Paine, in 1969. Removing a top predator can set off a trophic cascade. “Trophic” means to do with feeding, and a cascade here is a chain reaction that runs down the feeding levels of a food web. Populations can also rise and crash in repeated cycles of boom and bust (p.96).

Ecology is also put to practical use, and this is called applied ecology. Its fields include disease ecology (p.90) and conservation (pp.91, 98). They also include biological pest control, which turns a pest’s natural enemies against it (p.97), and wildlife management (p.99).

Remember it like this: A keystone species is like hing in a pot of dal: you add only a pinch, yet it changes the taste of the whole dish.

A biology timeline, to date the readings (1859–2003)

These dates help you place each reading in time. The story opens with Darwin’s Origin in 1859, and Archaeopteryx was found two years later, in 1861. In 1866 Mendel set out his laws of heredity, the rules by which traits pass from parents to their young. In 1871 Darwin’s Descent of Man described sexual selection.

In 1924 the Taung Child was found, the first hominin fossil from Africa. A hominin is a member of the human line, after it split from the chimpanzees. In 1925 the Scopes “Monkey Trial”, a court case in Tennessee, was fought over the teaching of evolution (see Topic 8.2). In 1942 Mayr set out his definition of a species.

In 1953 scientists worked out the double helix, the twisted-ladder shape of DNA. A polio vaccine followed in 1955, and the book Silent Spring appeared in 1962. In 1969 Ostrom described Deinonychus, and Paine introduced the “keystone species”. In 1973 the US passed its Endangered Species Act, and ethology won its Nobel Prize.

In 1974 the fossil known as “Lucy” was found. In 1980 scientists proposed that an asteroid impact caused the dinosaurs’ extinction. The first feathered dinosaur was found in 1996. Finally, in 2003, the human genome, the complete set of our DNA, was sequenced, or read letter by letter.

Remember it like this: Darwin opens the story in 1859, and the human genome closes it in 2003. Indian independence falls neatly between Mayr’s species definition and the DNA double helix.

How to read these texts: Keep track of who holds which view. Often a “traditional view” is set against “newer research”. Note what evidence each side uses, and what the author finally concludes. Watch the evidence verbs closely. Consistent with means the evidence supports a claim but does not prove it. Rule out means an alternative has been eliminated. Cannot be supported or falsified means the claim can’t be tested yet.
p.79Origins of bird flight: the “trees-down” and “ground-up” hypothesesbird flight · Archaeopteryx · dinosaurs

In short: There are two traditional scenarios for how bird flight began. The arboreal, or “trees-down”, hypothesis says that bird ancestors climbed trees. They then glided down with the help of early, or incipient, feathers, since height is a good launch point. As the feathers grew larger, flapping flight evolved. The author admits that this “makes intuitive sense” but finds parts of it troubling. Archaeopteryx and its maniraptoran dinosaur cousins show no obvious adaptations for life in trees, such as feet fully adapted for perching. No convincing analysis shows how Archaeopteryx could both climb and fly with its forelimbs. And where its fossils are found, no plants grew taller than a few metres. Even an animal that can climb trees is not necessarily a glider. Many small animals, and even some goats and kangaroos, climb trees without gliding. The visible text breaks off while it is still criticising the arboreal view. The rival cursorial, or “ground-up”, hypothesis is the second scenario named at the start.

The story

Picture southern Germany in 1861, just two years after Darwin’s Origin. In the fine Solnhofen limestone of Bavaria, a fossil turns up. It is Archaeopteryx, “ancient wing”, about 150 million years old. It comes from the Late Jurassic, a time deep in the age of dinosaurs, and it lived in a hot, dry region of lagoons with scrubby plants.

Archaeopteryx is a mosaic, a mix of parts: bird-like feathers and wings, but dinosaur-like teeth, clawed fingers and a long bony tail. That made it the textbook “transitional fossil”. Its closest dinosaur cousins are the maniraptorans, or “hand-snatchers”. They belong to the theropods, the mostly meat-eating dinosaurs, and include the “raptors” Velociraptor and Deinonychus.

The two classic answers to how flight began take their names from Latin. Arboreal comes from arbor, “tree”, and cursorial from cursor, “runner”. In the ground-up idea, small running, leaping dinosaurs used their feathered arms for lift, balance or speed, while chasing prey or escaping. In time, they became airborne.

Feathers came before flight. Many feathered dinosaurs could not fly. So feathers probably served first for warmth, for showing off, or for covering eggs in the nest, and were borrowed for flight only later. Biologists call a re-used trait like this an exaptation, rather like an old sari that ends up as a curtain.

Gliding and flapping flight work in different ways. A glider, such as a flying squirrel or India’s own Draco “flying lizard”, trades height for distance. Powered flight needs a flight stroke, the flapping beat of the wings.

Americans grew up with the 1993 film Jurassic Park, whose “Velociraptors” were as big as a man and covered in scales. The real Velociraptor was about the size of a turkey and had feathers. Its arm bone even shows quill knobs, the bumps where feathers were anchored. Many US news stories about new feathered dinosaurs open with a nod to Jurassic Park.

Remember it like this: Arboreal comes from arbor, Latin for “tree”: flight from the trees down. Cursorial comes from cursor, “runner”, like the cursor that runs across your screen: flight from the ground up.

Words to know

Incipient
Just beginning, at an early stage.
Arboreal
Living in trees, or adapted to life in trees.
Cursorial
Adapted for running on the ground.
Forelimbs
The front limbs, such as arms or wings.
Synonymous with
The same as, or equal to.
Exaptation
A trait that evolved for one use and was later borrowed for another.

Reading tip: “Makes intuitive sense, but certain aspects are troubling” is a signal of attitude. To weigh evidence against a view, use only what the text itself offers as evidence, not what you already know about dinosaurs.

p.80Birds and theropod dinosaursbirds · theropods · Archaeopteryx · wishbone

In short: Many lines of evidence indicate that birds evolved from ground-dwelling theropod dinosaurs, but some scientists remain unconvinced. First, timing. Archaeopteryx lithographica, the oldest known bird, appears about 150 million years ago. But fossils of non-avian maniraptoran theropods, the closest relatives of birds, dated only to about 115 million years ago. The supposed ancestors seemed to come too late. But bones apparently from non-avian maniraptorans of Archaeopteryx’s age have now been found. In any case, failing to find fossils of a predicted kind does not rule out their existence in a deposit that has not yet been discovered. Second, clavicles. Birds have fused clavicles, which form the “wishbone”, while theropods were thought to have unfused ones. That objection was reasonable when only early theropod clavicles were known. But theropod clavicles that look just like Archaeopteryx’s wishbone have since been unearthed. Third, lungs. Skeptics argue that the complex lungs of birds could not have evolved from theropod lungs. The text calls this an assertion that “cannot be supported or falsified”, and the excerpt breaks off mid-sentence there.

The story

The idea that birds are related to dinosaurs is older than you might think. In the 1860s T. H. Huxley, known as “Darwin’s bulldog”, pointed out similarities between birds and dinosaurs. Then in 1926 Gerhard Heilmann wrote an influential book that rejected the link, partly because theropods seemed to lack clavicles, or collarbones. In 1969 John Ostrom described Deinonychus, an agile, bird-like dinosaur, and revived the idea. Since 1996, dozens of feathered dinosaurs from China have persuaded most palaeontologists.

Birds and theropods share many features: hollow, air-filled bones, three main toes pointing forward, wishbones and a swivelling wrist. They also share a habit, nesting and brooding, which means sitting on eggs to keep them warm. In Mongolia in the 1990s, fossils of oviraptorids were found sitting on their nests in a brooding posture. The name holds an irony. Oviraptor means “egg thief”, because the first one, found in 1924, was wrongly thought to be stealing eggs.

The furcula, or wishbone, is two collarbones fused into a “V”. In flying birds it flexes like a spring during each wingbeat. Wishbones are now known in many theropods, including Tyrannosaurus and Velociraptor.

Fossils are rare. Most animals rot or are eaten by scavengers before they can be buried in sediment and mineralised, or turned to stone. So the fossil record is patchy. Archaeopteryx itself is known from only about a dozen specimens, all from Solnhofen in Bavaria, Germany.

Bird lungs work differently from ours. Our lungs fill and empty like a balloon, with air going in and out the same way. In birds, air sacs pump air one way through rigid lungs. This efficiency lets bar-headed geese fly over the Himalayas.

Falsifiability is an idea from the philosopher Karl Popper. A scientific claim must, in principle, be open to being shown false by evidence. For example, “this coin always lands heads” is falsifiable, because a single tails would show it false.

At Thanksgiving, American families dry the turkey’s wishbone, and two people pull it apart. Whoever gets the bigger piece “gets a wish”. American children see dinosaurs in museums such as the Smithsonian in Washington and Chicago’s Field Museum, home of “Sue”, a famous T. rex. Many US textbooks and museums now present birds as living dinosaurs.

Remember it like this: The wishbone is two fused collarbones, the bone American families pull apart at Thanksgiving. Bird lungs are a one-way street for air, which lets bar-headed geese fly over the Himalayas.

Words to know

Theropod
The group of mostly two-legged, mostly meat-eating dinosaurs, such as T. rex and Velociraptor. Most palaeontologists now think birds descend from them.
Non-avian
Not a bird. “Non-avian dinosaurs” means all the dinosaurs other than birds.
Clavicle
Collarbone. Fused clavicles form the furcula, or “wishbone”.
Falsify
To show, with evidence, that a claim is false.
Deposit
A layer of rock or sediment that holds fossils.
lithographica
Named after Solnhofen’s fine limestone, which was used for printing from stone, a method called lithography.

Reading tip: Ask what the author is doing in every paragraph, not just what topic it covers. For a quoted phrase, read the full sentence it sits in and the sentence before it.

p.81Dinosaur bone tissuedinosaurs · physiology · bone histology

In short: Scientists have long argued about whether dinosaurs were warm-blooded or cold-blooded. The warm-blooded camp points out that dinosaur bone is generally fibro-lamellar. This bone forms quickly, so its fibrils, or tiny filaments, are laid down haphazardly. Fast-growing warm-blooded animals, such as birds and mammals, tend to make such bone. Slow-growing, cold-blooded reptiles generally lay their fibrils parallel to each other. Dinosaur bone is also highly vascularized, or full of blood vessels, like the bone of birds and mammals. These features were first recognised in the 1930s. In the 1960s de Ricqlès recorded them in several dinosaur groups. In the 1970s Bakker cited them as evidence that dinosaurs were warm-blooded. De Ricqlès urged caution and argued for an intermediate type of dinosaur physiology, somewhere between the two. Yet a generation of palaeontologists came to see dinosaur bone as mammal-like. The text then moves on to later research, but the excerpt breaks off there.

The story

In 1842 the scientist Richard Owen coined the word “dinosaur”, which means “terrible lizard”. For the next century, people pictured dinosaurs as slow, sluggish giant lizards that dragged their tails along the ground.

From the late 1960s, that picture changed. In the Dinosaur Renaissance, Ostrom (see p.80) and his student Robert Bakker recast dinosaurs as active, bird-like animals. Bakker is an American palaeontologist, or fossil scientist. He is famously colourful and a champion of “hot-blooded” dinosaurs. His popular 1986 book, The Dinosaur Heresies, took the warm-blooded case to the public.

Warm or cold blood is a question of physiology, or how an animal’s body works. Birds and mammals are endotherms. They make their own body heat, keep a steady temperature, eat a lot and can grow fast. Most reptiles, amphibians and fish are ectotherms, which rely on outside heat, like a lizard basking in the sun. They need far less food and usually grow more slowly.

Think of an endotherm as a house with its own heater: always warm, but with a big fuel bill. An ectotherm is a house with no heater, warm only when the sun shines in. In fact, a “cold-blooded” lizard in the sun can be quite warm, so scientists prefer the words endotherm and ectotherm.

Palaeontologists study long-dead animals by comparing them with living ones. One tool is bone histology, the study of bone tissue under a microscope. Researchers cut paper-thin slices of fossil bone and examine them. The way the fibres are arranged, and how thickly the bone is packed with blood-vessel channels, show how fast it was laid down. Armand de Ricqlès is a French specialist in bone tissue.

Ordinary Americans watched the dinosaur image flip within one generation. Old films showed slow swamp monsters. Then came the fast, clever animals of Jurassic Park in 1993. The film’s scientific adviser was the Montana palaeontologist Jack Horner, and its hero, Dr Alan Grant, was partly modelled on him.

Remember it like this: Bone is like handwriting. Scribbled in a hurry, the strokes go every which way, like the fibrils of fibro-lamellar bone. Written slowly, the lines run neat and parallel.

Words to know

Physiology
How a living thing’s body works, such as how it uses energy, controls its temperature and grows.
Fibro-lamellar bone
Bone that forms fast, with its fibres laid in a haphazard, woven pattern.
Fibrils
Tiny fibres. Here, they are the collagen threads in bone.
Vascularized
Supplied with blood vessels.
Haphazardly
At random, without any order.
Intermediate
In between two types. Here it means neither fully warm-blooded nor fully cold-blooded.

Reading tip: With several named scientists, note each one’s stance and the date of each piece of work. To see how the author regards one of them, look for the author’s own evaluative words.

p.82Broken teeth at the La Brea tar pitsPleistocene · predators · fossils

In short: A recent study offers clues to predator–prey dynamics, meaning how hunters and hunted affected each other, in the late Pleistocene. Researchers compared broken teeth in present-day carnivores with broken teeth in carnivores preserved in the Rancho La Brea tar pits of Los Angeles. These lived 36,000–10,000 years ago. Breakage was strikingly more frequent in the extinct species. The researchers rejected three other explanations. One was demographic bias: older animals were not over-represented in the fossil samples. Another was preservational bias: two extinct species showed no breakage at all, so the fractures did not come from abrasion inside the pits. The last was local bias: data from other Pleistocene sites were similar to La Brea’s. They think the most plausible explanation is that extinct carnivores behaved differently from present-day ones. The text then goes on to explain this, but the excerpt breaks off there.

The story

Picture the middle of Los Angeles, a big city in California. Here, natural asphalt seeps up from oil deposits underground. It is the same kind of sticky black stuff that Indians call tar on their roads. In Spanish, brea means “tar” and la means “the”, so “the La Brea Tar Pits” literally means “the the tar tar pits”.

Animals got stuck in the sticky asphalt, which was often hidden under water or leaves. Their struggles drew predators and scavengers, and those got stuck too. So La Brea became a predator trap. Among its millions of fossils, meat-eaters, or carnivores, vastly outnumber plant-eaters.

The most common large mammal there is the dire wolf, with thousands of individuals. Next comes the sabre-toothed cat Smilodon, California’s state fossil. Diggers have also found American lions, short-faced bears, coyotes, Columbian mammoths and giant ground sloths.

The Pleistocene lasted from about 2.6 million to 11,700 years ago. It was the “Ice Age” epoch, a long era when ice sheets spread again and again and giant mammals, called megafauna, roamed. Most of North America’s megafauna disappeared around 13,000–10,000 years ago. Climate change and hunting by newly arrived humans are the leading suspects.

But a fossil sample is not a random sample of a living population. It can be skewed by the ages of the animals that died, a demographic bias. It can be skewed by what happened to the bones after death, a preservational bias studied in taphonomy. Or one unusual site can skew it, a local bias. A careful study rules these out before trusting a biological explanation.

Today the tar pits sit on Wilshire Boulevard’s “Museum Row”, next to the Los Angeles County Museum of Art. Life-size mammoth statues stand in the lake pit. Generations of Southern California schoolchildren have visited on field trips, and the digging is still going on.

Remember it like this: Think of La Brea as a giant glue-trap. One stuck animal became bait, its struggles drew in hungry predators, and they stuck fast too.

Words to know

Predator–prey dynamics
How hunters and the animals they hunt affect each other’s numbers and behaviour.
Demographic
About the make-up of a population, such as its ages and sexes.
Abrasion
Wearing or scraping away by rubbing.
Taphonomy
The study of what happens to remains between death and becoming fossils.
Plausible
Reasonable and believable.

Reading tip: Each “ruled out because …” sentence implies an unstated fact. Note which part of the reasoning each sentence serves.

p.83What did australopithecines eat? Tooth micro-wearhuman evolution · diet · teeth

In short: Tiny wear marks on teeth, seen under a microscope and called micro-wear, may reveal what the long-extinct australopithecines ate. Using micro-wear, Walker dismisses Jolly’s hypothesis that they ate hard seeds. He also disputes Szalay’s suggestion that their heavy tooth enamel was an adaptation to bone crunching, since both seed cracking and bone crunching leave distinctive micro-wear. Walker concludes that they were frugivores, or fruit eaters. His reason is that the micro-wear of East African australopithecine specimens cannot be told apart from that of chimpanzees and orangutans. These apes are commonly assumed to eat fruit. However, research on the diets of present-day primates suggests that micro-wear studies may be of limited use for telling which foods are actually eaten. For example, insect eating, which can cause distinct micro-wear… The excerpt breaks off mid-sentence there.

The story

Picture Africa roughly 4 to 2 million years ago. Upright-walking human relatives called australopithecines, or “southern apes”, lived there. They had chimp-sized brains and ape-like faces. Their big molars, or back teeth, had thick enamel, the hard outer coat of a tooth. Strictly speaking, they were a group of species, not one species.

Think of evolution as a family tree. About 6–7 million years ago, one branch forked: one side led to chimpanzees, the other to us. Hominins are humans and all the extinct relatives on our side of the fork, including the australopithecines. Our own group of closely related species, the genus Homo, appears roughly 2.8–2.3 million years ago.

In 1924 Raymond Dart recognised the first australopithecine, the Taung Child, in South Africa. “Lucy”, found in Ethiopia by Donald Johanson in 1974, is an A. afarensis about 3.2 million years old, named after a Beatles song. The Laetoli footprints in Tanzania, about 3.6 million years old, prove upright walking. In 1959 Mary Leakey found “Nutcracker Man”, a huge-jawed relative. Later chemical studies suggested it ate mostly grasses and grass-like sedges rather than nuts.

Under a microscope, chewing leaves scratches and pits on the enamel. Hard, brittle foods such as seeds, nuts and bone tend to leave pits. Tough foods such as leaves and grass stems leave long scratches. Researchers match the patterns on fossil teeth against living animals whose diet is known.

Three scholars are worth knowing. In 1970 Clifford Jolly put forward a “seed-eater” model, comparing early hominins to gelada baboons, which eat grass seeds in the Ethiopian highlands. Around 1980 Alan Walker pioneered micro-wear studies of hominin teeth. Frederick Szalay proposed a hunting-and-scavenging model of how hominins began.

In the US, “Lucy” is a household name, and her fossil toured American museums from 2007 to 2013. Yet teaching human evolution remains politically sensitive in some states. In 2005 a federal court case, Kitzmiller v. Dover, barred “intelligent design” from science classes in public schools, which in America are government-run schools. See Topic 8.2 for more on challenges to religion.

Remember it like this: Read a tooth like a kitchen chopping board. Small dents usually mean hard, brittle food such as seeds or nuts. Long scratches usually mean tough food such as leaves or grass stems.

Words to know

Micro-wear
Scratches and pits, too small to see without a microscope, that chewing leaves on teeth.
Enamel
The hard outer layer of a tooth.
Frugivore
A fruit eater. Compare a herbivore, which eats plants, an insectivore, which eats insects, and an omnivore, which eats a mixed diet.
Contemporary
Here it means “living today”. Elsewhere it can mean “living at the same time as”. This double meaning often trips readers up.
Utility
Usefulness.

Reading tip: Build a who-says-what map as you read. When two sides disagree, find the exact point of conflict, which is narrower than the general topic.

p.84Conodonts and the origin of the vertebrate skeletonfossils · vertebrates · defence vs predation

In short: Conodonts are spiky, phosphatic remains of tiny sea animals: bones and teeth made of calcium phosphate. The animals probably appeared about 520 million years ago. Conodonts were once among the most disputed fossils, because no one knew what animal they came from or what the parts were for. In 1981, fossils were found that preserved the soft-bodied animals themselves, which are also called conodonts. Reconstructions of their bodies are now relevant to how the vertebrate skeleton began. The traditional view was that the skeleton began as defence. On this view, vertebrates became predators only much later, when jaws evolved. The first, soft-bodied vertebrates would have been easy prey for meat-eating invertebrates. That would be especially so if they were sedentary suspension feeders, which stay in one place and filter food from the water. The rival view was that key vertebrate traits would not have evolved unless the first vertebrates were predators. Those traits are paired eyes, plus muscles and a skeleton built for an active life. On this view, teeth came before outer armour. The conodont evidence: a stiffening notochord, V-shaped muscle blocks and tail fins at the rear mark conodonts as among the most primitive vertebrates. They have no mineralised parts except the elements in the mouth. That makes them more primitive than armoured jawless fishes such as the ostracoderms. The conclusion is that hard parts first evolved in the mouth to make a better predator. So aggression, not protection, drove the origin of the vertebrate skeleton.

The story

Run a finger down your back and you can feel the bumps of your backbone. Animals with a backbone are called vertebrates: fish, amphibians, reptiles, birds and mammals. They belong to a wider group, the chordates, which all have a notochord at some stage of life. It is a stiff but bendy rod along the back, like a thin bamboo cane. Human embryos have one too, and remnants of it survive in the cores of our spinal discs.

Between about 540 and 520 million years ago, most animal groups first appear in the fossil record. This burst is called the Cambrian explosion, and its famous fossil sites include the Burgess Shale in Canada and Chengjiang in China. Arms races between predators, the hunters, and their prey are a major theme of this period. In an arms race, each side keeps answering the other: better weapons on one side, better armour on the other.

The first vertebrates had no jaws, and lampreys and hagfish are their living jawless descendants. The ostracoderms, or “shell-skins”, were extinct jawless fish covered in bony armour plates. They lived about 480–360 million years ago. Jaws evolved later still. In biology, “primitive” means close to the ancestral form, or branching off early on the family tree. It does not mean crude or inferior.

In 1856, scientists first described tiny, tooth-like fossils called conodont elements, most of them under a millimetre long. They are common and changed quickly over time, so geologists use them to date rock layers. It is like dating an old family photo by the mobile phone in someone’s hand. Their colour also changes with heat, which helps oil explorers judge how “cooked” a rock has been.

The animals themselves were eel-shaped, mostly a few centimetres long, with large eyes. The first whole-body fossils came from near Edinburgh, in Scotland.

Many educated Americans know the Cambrian story from Stephen Jay Gould’s 1989 bestseller Wonderful Life, about the strange early animals of the Burgess Shale.

Remember it like this: A notochord is a thin, bendy cane that every chordate has down its back at some stage of life, even you as an embryo. On life’s family tree, “primitive” means an early branch, not a bad one.

Words to know

Phosphatic
Made of calcium phosphate, the mineral in bones and teeth.
Invertebrate
An animal without a backbone, such as an insect, a worm or a squid.
Postulate
To suggest or assume something as a starting point for an argument.
Sedentary suspension feeder
An animal that stays in one place and filters bits of food from the water, like a clam.
Mineralized
Hardened with minerals, as bone, teeth and shell are.
Posterior
At the back end. Its opposite is anterior, at the front.

Reading tip: Track which anatomical feature supports which claim, and what each particular feature shows.

p.85Keystone speciesecology · keystone species · Pisaster

In short: The most abundant, dominant species in an ecosystem is often crucial to keeping it going. But a keystone species also plays a vital role. It is defined here as a species whose effects are much larger than you would predict from its appearance. Species interactions can be complex. So identifying a keystone by removing it and watching what changes is problematic. Certain traits might seem to define a keystone. The ochre starfish Pisaster ochraceus is often a keystone predator, because it eats and suppresses mussels. Without it, mussels can become dominant. But this kind of predation, on species that are dominant or could become dominant, happens both in systems that have keystone species and in systems that don’t. Moreover, Pisaster is clearly a keystone on wave-exposed rocky headlands. But in more sheltered habitats its effect is weak or non-existent. And at some sites, it is sand burial that wipes out the mussels. Keystone status appears to depend on context, whether of geography or of other factors … The excerpt breaks off mid-sentence there.

The story

Picture an old stone arch over a gateway. The single wedge-shaped stone at the very top is the keystone. Pull it out and the whole arch collapses.

In 1963, the ecologist Robert Paine of the University of Washington began one of ecology’s most famous experiments. His site was a stretch of rocky shore on the coast of Washington State, in the US north-west. There he kept removing Pisaster sea stars, a kind of starfish. Mussels took over the space, and the number of species in the plot dropped sharply. In 1969, Paine coined the term keystone species.

A keystone is not the same as a dominant species. A dominant species matters because there is so much of it, like the main tree species of a forest. A keystone matters far more than its numbers suggest. Ecology’s standard test is the removal experiment: take a species away and watch what changes. But the results can be indirect, slow to show and tied to one particular site.

Textbooks name other keystones too. Sea otters eat sea urchins, which would otherwise devour kelp forests, the underwater forests of giant seaweed. Beavers are “ecosystem engineers”, whose dams create wetlands. Fig trees feed tropical animals when little else is fruiting.

Wolves are another textbook case. In 1995, they were brought back to Yellowstone. They changed how elk behaved and how many elk there were, with knock-on effects on plants along the streams. Such a chain of effects down the food chain is called a trophic cascade, though how strong this one is remains debated.

Yellowstone, set up in 1872, was America’s first national park. The wolves’ return there is the country’s best-known ecology story, retold in a viral 2014 video, “How Wolves Change Rivers”. Sea otters, for their part, are beloved mascots of the California coast, for example at Monterey Bay Aquarium.

Remember it like this: A dominant species is the crowd: it matters because there is so much of it. A keystone is the single stone at the top of an arch: it matters far more than its numbers suggest.

Words to know

Keystone species
A species whose effect on its community is far bigger than its numbers would suggest.
Perpetuate
To keep something going.
Suppress
To hold down or keep in check.
Headland
A rocky point of land that sticks out into the sea and takes the full force of the waves.
Unambiguous
Clear, with only one possible meaning.

Reading tip: To judge what would support the argument, first restate the exact claim being supported. Support must bear on that claim, not just on the general topic.

p.86Species, interbreeding and hybridsbiology · reproduction · hybrids

In short: It is hard to decide whether a population is a distinct species, because there is no single accepted definition. The biological species concept uses reproductive compatibility. On this concept, a species is a group whose members can mate to produce fertile offspring, but cannot mate successfully with members of other groups. “Yet this idea can be too restrictive.” (1) Mating between groups labelled as different species, called hybridization, is quite common in nature, as in the canine, or dog, family. (2) Two populations may be able to interbreed even though they differ in traits unrelated to reproduction. Some biologists question whether such disparate groups should count as one species. (3) Investigators cannot always tell whether two groups living in different places are able to interbreed. The text then continues, but the excerpt breaks off there.

The story

In 1942, the German-American biologist Ernst Mayr formalised the biological species concept, the definition most school textbooks teach. One word in it matters a lot: fertile, meaning able to have young. A horse and a donkey can mate and produce a mule, a hybrid, or cross, of the two. But a mule is almost always sterile, so horses and donkeys remain separate species. Lion–tiger crosses, called “ligers”, exist only in captivity.

Real hybrids give biologists headaches. Wolves, coyotes, dogs and jackals can all produce fertile hybrids. In eastern North America, “coywolves” carry wolf, coyote and dog DNA, and whether the endangered red wolf is a separate species is disputed. In the Canadian Arctic, wild hybrids of polar bears and grizzly bears, nicknamed “pizzly” bears, have turned up.

Even humans and Neanderthals, our extinct cousins, interbred. Most people of non-African descent carry about 1–2% Neanderthal DNA. Svante Pääbo won the 2022 Nobel Prize for this genetic work.

Over the years, biologists have proposed more than 20 species concepts. It is a bit like defining “middle class” in India: everyone uses the term, but people draw the line in different ways. The morphological concept is based on body form, and it is the only option for fossils. The phylogenetic concept takes the smallest group with a shared ancestry, often judged by DNA. The ecological concept is based on a distinct way of life.

The lines matter in law too. The US Endangered Species Act of 1973 protects species, subspecies and “distinct population segments”. So where biologists draw the lines decides what the law protects. India has its own example. The Asiatic lions of Gir were long treated as a separate subspecies, but a 2017 revision grouped them with West and Central African lions.

In America, fights over the Endangered Species Act make national news. In 1978, in the Supreme Court case TVA v. Hill, a small fish called the snail darter halted a dam. In the 1990s, the northern spotted owl was pitted against logging. Today, coyotes live in almost every US city, including New York and Chicago.

Remember it like this: A horse and a donkey make a mule, and the line almost always ends there. The biological species concept asks not just “can they mate?” but “can their young have young?”

Words to know

Constitute
To make up, or to count as.
Reproductive compatibility
The ability to mate and have young together.
Fertile
Able to reproduce, or have young.
Hybridization
Mating between members of different species or varieties.
Disparate
Clearly different, or unlike each other.
Restrictive
Too narrow, so that it leaves out cases that should be included.

Reading tip: When the author mentions something, note which numbered point (“First … Second …”) it belongs to, and name the job it does in the argument.

p.87What counts as a “behavioural gene”?genetics · fruit flies · definitions

In short: Researchers who study how genes control animal behaviour face many uncertainties. Most behaviours are governed by more than one gene, and until recently geneticists had no method for finding the many genes involved. Even when a single gene is found to control a behaviour, researchers in different fields don’t necessarily agree that it is a “behavioural gene”. Neuroscientists study genes to understand the nervous system, which produces behaviour, so they define the term broadly. Ethologists, who specialise in animal behaviour, are interested in evolution, so they define it narrowly. For them, mutations in a behavioural gene must change a specific normal behaviour, not merely make the animal ill. That change then provides variation for natural selection to act on, possibly leading to a new species. An example comes from fruit flies. Mutations in the gene Shaker make flies shake violently under anaesthesia. Shaking is not healthy, so ethologists do not count Shaker as a behavioural gene. By contrast, they do count the gene period, or per, which controls the fruit fly’s … The excerpt breaks off mid-sentence there.

The story

Picture Thomas Hunt Morgan’s “fly room” at Columbia University in the 1910s. Ever since, the fruit fly, Drosophila melanogaster, has been the workhorse of genetics. It is cheap to keep, and it breeds in about ten days. Roughly three-quarters of known human disease genes have a matching gene in the fly.

A mutation is a change in a gene’s DNA. Fly genes are named after what goes wrong when they mutate, and the names are written in italics. A fly with a faulty dunce gene learns poorly, and a faulty fruitless gene leads to abnormal courtship. It is like naming a car part after the rattle the car makes when that part breaks.

Shaker was found in the late 1960s. In 1987 it turned out to carry the recipe for a potassium channel, a tiny pore that helps a nerve cell reset after it fires. It was the first such gene ever isolated. It opened up the study of channel defects behind some epilepsies and heart-rhythm disorders.

The gene period, or per, was first described in 1971 by Ronald Konopka and Seymour Benzer at Caltech. Benzer was the pioneer of fly behaviour genetics. The excerpt breaks off just as it reaches what per controls, so this guide does not fill in that gap.

Height is shaped by many genes of small effect, plus the environment. Most behaviours are shaped the same way, and such traits are called polygenic. Think of a cricket team’s total: many batters each add a few runs, and the pitch matters too. Modern genome-wide scans, which search all of an animal’s DNA, can now hunt for these many genes together.

Americans often see headlines announcing “the gene for” some behaviour, such as risk-taking or novelty-seeking. Scientists usually reply that genes shift the odds rather than dictate behaviour. The argument over what counts as a “behavioural gene” is part of that conversation.

Remember it like this: Fly genes are named after what goes wrong when they break. Break dunce and you get a dunce of a fly, one that learns poorly.

Words to know

Mutation
A change in a gene’s DNA.
Ethologist
A scientist who studies animal behaviour, usually from the point of view of evolution.
Neuroscientist
A scientist who studies the brain and nervous system.
Natural selection
The process by which inherited traits that help living things survive and reproduce become more common.
Induced
Brought about or caused.

Reading tip: To judge how a group would classify something, apply that group’s stated definition and criteria mechanically, even if you’d personally judge differently.

p.88Social learning of food preferencesanimal behaviour · social learning · food choice

In short: Social learning happens when contact with other animals, direct or indirect, helps an animal pick up a new behaviour. In the usual set-up, an experienced animal, the demonstrator, performs a behaviour. A naive animal, the observer, then shows it sooner or more fully than it otherwise would. One example is picking up preferences for new foods. Some experiments suggest that in mammals social learning helps animals identify beneficial foods, while in birds it helps them avoid toxic ones. Red-winged blackbirds watched others eat a coloured food, or food from a clearly marked container, and then fall ill. Afterwards, the watching birds avoided food linked with that colour or container. House sparrows ate less red food after watching others eat red food that had been made noxious. Studies on species other than birds have not produced similar results, so researchers speculate that social learning in birds … The excerpt breaks off mid-sentence there. The full article goes on to experiments on domestic hens by Sherwin’s team.

The story

Imagine an animal facing a strange new food. Finding out by trial and error can be fatal, so watching others is a cheap shortcut. This is social learning, and it ranges from true imitation to simply being drawn to the places where others are feeding. Think of a new student in a college canteen who watches what the seniors order before choosing.

Some cases are famous. In 1920s Britain, blue tits learned to peck open the foil caps of milk bottles left on doorsteps, and the habit spread across the country. In 1953, on Koshima island in Japan, a young macaque started washing sweet potatoes in water, and her troop picked it up. Chimpanzee groups have their own tool “traditions”.

Food choice has a classic study of its own. In the 1980s, Bennett Galef showed that rats learn which foods are safe by smelling food on the breath of other rats.

Another key idea is taste aversion, the “Garcia effect”, studied in the 1950s–60s. One bad meal is enough: an animal that falls ill after eating a food avoids it from then on, even if the illness came hours later. Many people know this: after one bad night following a plate of prawns, they avoid prawns for a long time. That raises a question: can an animal learn such a dislike just by watching others, without getting sick itself?

Colour can carry a warning too. Many toxic animals are brightly coloured, and birds learn to avoid them. In the 1960s, Lincoln Brower showed that blue jays vomit after eating monarch butterflies, which carry poisons from the milkweed plant, and afterwards avoid them.

The red-winged blackbird is one of North America’s most common birds. The house sparrow was brought to New York from Europe in the early 1850s. It is the same gauraiya you see in Indian towns. An Indian conservation group started World Sparrow Day, 20 March, in 2010.

Remember it like this: Picture blue tits in 1920s Britain pecking open milk-bottle caps, a trick that spread across the country. Picking up a habit from others like this is social learning.

Words to know

Facilitate
To make easier.
Acquisition
Gaining something. Here, it means picking up a new behaviour.
Naive
Here, inexperienced. It is a technical term, not an insult.
Noxious
Harmful or unpleasant.
Avian
To do with birds.
Speculate
To form a theory without firm evidence.

Reading tip: For a specific study, return to the exact sentences on that study and read the wording carefully. A summary of the whole text must cover all of it, not just one study.

p.89Prokaryotes and eukaryotescell biology · classification of life

In short: It was once assumed that all living things fall into two basic groups, and that these groups are exhaustive: everything fits one or the other. Eukaryotes have large, complex cells with a well-formed nucleus and many organelles. They include the many-celled plants and animals, and many single-celled living things. The true bacteria are prokaryotes: simple cells that lack a nucleus. The difference was first defined by structures seen under a microscope. In time, it was carried down to the level of molecules. There, the two kinds of cell share many features. For instance, both turn genetic information into proteins using the same type of genetic code. But even where the molecular processes are the same, the details differ and are typical of each form. For example, the amino-acid sequences of various enzymes tend to be typically prokaryotic or typically eukaryotic. The text then continues, but the excerpt breaks off.

The story

Picture two cells side by side under a microscope. The first is a prokaryote, Greek for “before the kernel”. It is tiny, and its DNA floats loose inside it, usually as a single loop. It has no nucleus and no membrane-wrapped organelles, which are small, specialised structures inside a cell.

The second cell is a eukaryote, or “true kernel”. It is much larger, and its DNA is enclosed in a nucleus. Inside are organelles such as mitochondria, which supply energy, and, in plants, chloroplasts, which make food from sunlight by photosynthesis. Animals, plants, fungi such as yeast, and protists such as amoebas are all eukaryotes.

Mitochondria and chloroplasts have a surprising past. They were once free-living bacteria that an ancestral cell swallowed. This idea, endosymbiosis, was championed by Lynn Margulis from 1967, and it is now accepted.

Inside a cell, DNA is copied into RNA, and the RNA is “translated” into proteins. Proteins are chains built from 20 kinds of amino acids. The genetic code used for this translation is almost the same across all life, which is strong evidence of a common ancestor. Enzymes are proteins that speed up chemical reactions, and comparing their sequences across living things reveals how closely those living things are related.

From the 1960s on, biologists compared molecules more and more, not just structures seen under a microscope. Proteins, RNA and DNA helped them work out how living things are related. Indian school biology, in the NCERT books, is built around Whittaker’s five kingdoms from 1969. They are Monera, which are the prokaryotes, then Protista, Fungi, Plantae and Animalia.

In America, Yellowstone’s hot springs gave science Thermus aquaticus, a heat-loving bacterium found in the 1960s. Its heat-proof enzyme, “Taq”, powers PCR, the DNA-copying method behind COVID-19 tests. PCR was honoured with a Nobel in 1993.

Remember it like this: A prokaryote is a one-room hut with its DNA lying loose on the floor. A eukaryote is a house with many rooms, and its DNA has a room of its own, the nucleus.

Words to know

Exhaustive
Covering every possibility. With “two exhaustive categories”, everything must fit into one or the other.
Organelle
A small, specialised structure inside a cell.
Unicellular / multicellular
Made of one cell / made of many cells.
Subcellular
Smaller than a cell, or inside a cell.
Respective
Belonging to each one separately.

Reading tip: Note which features the text says are shared and which differ, and at what level (microscope or molecular) each comparison is made.

p.90Polio and the causes of epidemicsdisease ecology · public health · US history

In short: Genetic changes, or mutations, in bacteria and viruses can cause epidemics. But some epidemics come from microbes that have not changed genetically. By studying these, scientists discovered the importance of social and ecological factors. Polio, for example, emerged as an epidemic in the United States in the 20th century. By then, modern sanitation delayed people’s exposure to polio until their teenage or adult years, when infection produced paralysis. Earlier, infection had come in infancy, when it typically gave lifelong immunity without paralysis. So the hygiene that helped prevent typhoid epidemics indirectly fostered an epidemic of paralytic polio. The next sentence begins “Another …”. A second example follows, but the excerpt breaks off there.

The story

Picture a polio patient lying inside an “iron lung”, a tank-like machine that kept patients alive when their breathing muscles failed. Polio is caused by a virus that spreads mainly through dirty water, food and hands. Most infections cause mild symptoms or none at all. But in about 1 in 200, the virus destroys nerve cells in the spinal cord, causing paralysis.

Age mattered because babies carry protective antibodies, germ-fighting molecules, from their mothers. So infections in infancy were usually mild and left lasting immunity, or protection. The mother’s antibodies are like a borrowed umbrella that is soon handed back. Cleaner cities delayed the first infection until that umbrella was gone.

Typhoid is a different disease, caused by bacteria and spread through water and food dirtied by sewage. In the early 1900s, filtered, chlorinated water and sewer systems cut it sharply in US cities. A New York cook named Mary Mallon had no symptoms but infected dozens of people. Nicknamed “Typhoid Mary”, she was forcibly isolated for decades.

Scientists who study disease ecology see epidemics as the product of three things together: the microbe, the host it infects and the environment. The picture also includes any carriers, called “vectors”, and the way people live and use land.

In the United States, a major polio epidemic centred on New York in 1916, and cases peaked in 1952 at about 58,000. In 1955, Jonas Salk’s injected vaccine was declared safe and effective after a trial in about 1.8 million children. Albert Sabin’s oral drops followed in the early 1960s, and India’s Pulse Polio campaign used the same kind of drops from 1995. India’s last wild polio case came in January 2011, and the WHO certified the country polio-free in 2014.

President Franklin D. Roosevelt, himself paralysed at 39 in 1921, founded the charity that became the March of Dimes in 1938. Since 1946, his face has been on the dime, the ten-cent coin, in honour of the March of Dimes. In the 1950s, polio was America’s great fear, and pools and summer camps closed in “polio season”. Salk became a national hero, and when asked who owned the patent on his vaccine, he replied, “Could you patent the sun?”

Remember it like this: Salk’s shot, Sabin’s sip. Salk’s 1955 vaccine was an injection, while Sabin’s, from the early 1960s, was drops by mouth, the kind India used in Pulse Polio.

Words to know

Epidemic
A sudden rise in cases within one population. Compare pandemic, which is worldwide, and endemic, which is always present.
Sanitation
Clean water and getting rid of sewage.
Immunity
Protection against a disease that comes after catching it or being vaccinated.
Foster
To encourage or promote. Here, it happened without anyone meaning it to.
Paralysis
Losing the ability to move muscles.

Reading tip: Write the causal chain as arrows as you read. Each link matters on its own.

p.91The “amphibian crisis”conservation · extinction · amphibians

In short: Recent reports describe apparently drastic declines in amphibian populations, and the extinction of several of the world’s endangered amphibian species. If real, the declines may signal a general trend toward extinction. Many environmentalists call for immediate action to remedy this “amphibian crisis”. They see it as a sign of general, catastrophic environmental degradation caused by human activity. The author then draws a preliminary distinction that is “far too often ignored”: a declining population should not be confused with an endangered one. An endangered population is always rare and almost always small. By definition, it is under constant threat of extinction, even without a proximate cause in human activity. Its disappearance, however unfortunate, “should come as no great surprise”. Moreover, chance events, which may say nothing about the direction of population trends, can lead to its extinction. The probability of extinction from such random factors … The excerpt breaks off mid-sentence there.

The story

Picture a pond full of tadpoles that will one day hop about on land as frogs. Many amphibians live this kind of “double life”, and that is what their name means. The group includes frogs, toads, salamanders, newts and limbless caecilians. Their thin, permeable skin lets water and oxygen pass through, and pollutants too.

Because of that skin and double life, amphibians are often called early-warning signals for the environment, or indicator species. People call them the “canary in the coal mine”. Miners once carried canaries, which collapse from toxic gas before humans do.

The alarm spread among scientists around 1989–90. Researchers comparing notes found frog declines on several continents. Costa Rica’s brilliant orange golden toad, last seen in 1989, became the symbol of that alarm.

Ecologists separate steady trends, such as habitat loss and pollution, from random, or stochastic, shocks. A shock might be a drought, a disease outbreak or a run of bad breeding years. A large population absorbs such shocks, but a tiny one can be wiped out by them.

The Red List is kept by the IUCN, the global conservation authority. It sorts species into steps, from safest to worst: Least Concern, Near Threatened, Vulnerable, Endangered, Critically Endangered, Extinct in the Wild and Extinct.

Mark Twain’s famous story “The Celebrated Jumping Frog of Calaveras County”, from 1865, is taught in American schools. The California red-legged frog is thought to be Twain’s frog. The US government has listed it as threatened since 1996.

Remember it like this: Amphibian means “double life”: a frog starts as a tadpole in the water and grows up to live on land.

Words to know

Drastic
Severe and sudden.
Remedy
To fix or cure.
Degradation
Getting worse, or a decline in quality.
Preliminary
Coming first, to prepare for what follows.
Proximate cause
The immediate, direct cause, not an underlying or distant one.
Stochastic
Random, ruled by chance.

Reading tip: The author’s tone is in phrases like “if real”, “apparently”, and “far too often ignored”. Separate what the environmentalists claim from what the author claims. That line is easy to blur.

p.92Anole lizards of the Caribbeananoles · Caribbean islands · adaptation

In short: On certain Caribbean islands, anole lizard species that live together, or sympatrically, occupy different habitats. Some live only in grass, some only on tree trunks and some only on twigs. Their bodies differ too. Grass dwellers are slender with long tails, tree dwellers are stocky with long legs, and twig dwellers are slender but stubby-legged. What is striking is not that species living side by side differ. That is common among closely related species living together. It is that the same three habitat specialists are found on each of four islands: Puerto Rico, Cuba, Hispaniola and Jamaica. Puerto Rico’s twig species closely resembles the twig species of the other three islands in body form, habitat use and behaviour. The same holds for the other specialists. This could be explained in different ways. One possibility is that an ancestral species adapted to a particular niche on one island, then travelled over water to colonise the others. Or, the text continues, the ancestral species might … The excerpt breaks off there, as a second explanation begins.

The story

Picture a male lizard on a tree trunk, flashing a colourful throat fan called a dewlap as a signal. This is an anole. Anoles are small lizards, with hundreds of species across the Caribbean and the Americas. The green anole of the southeastern US is often sold as an “American chameleon”, because it turns from green to brown.

The Caribbean’s four big islands are called the Greater Antilles: Cuba, Hispaniola, Jamaica and Puerto Rico. Hispaniola is shared by two countries, Haiti and the Dominican Republic. Puerto Rico has been a US territory since 1898, and its people have been US citizens since 1917.

Biologists call anoles that specialise in one habitat ecomorphs, a term coined in 1972. They recognise six anole types, and the grass, trunk and twig types are three of them.

Each body fits its job. Long legs give speed on broad trunks. Short legs give careful footing on narrow twigs, just as people take small, careful steps along a narrow ledge. Long tails help with balance in grass.

Green anoles are everyday garden lizards in Florida and Georgia. In Florida, brown anoles from Cuba arrived as invaders and pushed the native green anoles higher into the trees. Within about 15 years, the green anoles evolved larger, stickier toe pads. This is a much-reported case of evolution happening in real time.

Remember it like this: An ecomorph is a lizard built for its address. Trunk lizards have long legs for speed, twig lizards have short legs for careful steps, and grass lizards have long tails for balance.

Words to know

Sympatric
Living in the same area. Compare allopatric: living in separate areas.
Morphology
The shape and build of a body.
Niche
A species’ role and way of life in its environment.
Colonize
To arrive in a new place and set up a population there.
Stocky
Short and solidly built.

Reading tip: To see why a sentence is there, read the sentences just before and after it and name its job in your own words.

p.93Sloth bears carrying their cubsanimal behaviour · bears · India

In short: The sloth bear, an insect-eater native to Nepal, has only one behaviour that truly sets it apart from other bears. Mothers carry their cubs, at least part of the time, until the cubs are about nine months old, even though the cubs can walk at six months. Explanation 1: cub-carrying also occurs in some other myrmecophagous, or ant-eating, mammals. So perhaps ant-eating requires it, since myrmecophagy entails a low metabolic rate and high energy costs when walking between food patches. However, polar bears move just as inefficiently, yet their cubs walk alongside their mother. And sloth bears and American black bears are similar in size, have home ranges of similar size, and travel at similar rates and over similar distances. If black bear cubs can keep up with their mother, sloth bear cubs should be able to as well. Explanation 2: defence against predators. Black bear cubs use trees for defence, while brown bears and polar bears, which regularly live in treeless places, rely on aggression to protect their cubs. The text then develops this explanation, but the excerpt breaks off.

The story

Picture a shaggy, black-coated bear ripping open a termite mound with its long, curved claws. It has a cream “V” on its chest. It can close its nostrils, and a gap in its front teeth plus mobile lips let it suck up termites like a vacuum cleaner, loudly. This is the sloth bear, named because early European naturalists thought it was related to the tree sloth.

The sloth bear lives mainly in India, with smaller populations in Sri Lanka and Nepal. Baloo in Kipling’s The Jungle Book, set in the Seoni forests, is usually identified as a sloth bear. For centuries, sloth bear cubs were captured to become street “dancing bears”. The practice ended in India in 2009, when the last ones were rescued.

There are eight bear species in the world: American black, brown, polar, Asiatic black, sun, sloth, spectacled and the giant panda. Brown bears include the grizzly. India hosts four of the eight: the sloth, Asiatic black, Himalayan brown and sun bears.

Eating ants and termites is called myrmecophagy, and these insects are tiny, low-energy food. So specialists such as anteaters and pangolins tend to have a low metabolic rate, burning energy slowly, like a small engine that sips fuel. Giant anteater pups ride on their mother’s back, and pangolin babies cling to their mother’s tail.

Biologists often test an explanation with the comparative method: they check other species. If the explanation is right, animals living under the same conditions should show the same behaviour. A species that has the condition but lacks the behaviour counts against the explanation.

America’s most familiar bear is the American black bear. Smokey Bear, the Forest Service’s fire-prevention mascot since 1944, is a black bear. The teddy bear is named after President Theodore Roosevelt. On a 1902 hunting trip, he refused to shoot a black bear that had been tied up.

Remember it like this: Baloo in The Jungle Book is usually identified as a sloth bear. Picture a real one: shaggy, with a cream “V” on its chest, sucking up termites like a noisy vacuum cleaner.

Words to know

Myrmecophagous
Feeding on ants and termites.
Necessitate
To make necessary.
Entail
To involve something as a necessary result.
Metabolic rate
How fast an animal uses energy.
Locomotion
Moving from place to place.
Home range
The area an animal normally travels in.

Reading tip: When the author mentions something, decide which explanation it serves and what step of the argument it supports.

p.94Maternal strategies of sealsmarine mammals · maternal strategy · pinnipeds

In short: Until recently, zoologists believed that all phocids, the true seals, used a different maternal strategy from otariids, the fur seals and sea lions. Both are families of pinnipeds. Otariid mothers forage. They build moderate fat stores, or blubber, before reaching the breeding sites, and fast for 5–11 days after giving birth. Then, for the rest of lactation, the nursing period, they go back and forth between feeding at sea to replenish their fat and nursing their pups on land. Depending on species, lactation lasts 4 months to 3 years. Phocid mothers were assumed to fast. They arrive with large energy stores and fast throughout lactation, which lasts 4 to 50 days depending on species. However, recent studies of harbour seals, a phocid species, found that nursing mothers began foraging about 6 days after giving birth. They made an average of 7 foraging trips during the rest of their 24-day lactation. The text then continues, but the excerpt breaks off.

The story

Picture the ball-balancing “seal” at a circus. It is usually a California sea lion. Seals, sea lions and walruses are pinnipeds, which means “fin-footed”. They are sea mammals that give birth on land or ice.

Pinnipeds fall into three families. Phocids, the “true” or earless seals, have no ear flaps. On land they wriggle on their bellies, and in water they swim with their hind flippers. Elephant seals and hooded seals are phocids.

Otariids, the eared seals, include sea lions and fur seals, so the circus sea lion is one of them. They have small ear flaps and can turn their hind flippers forward to “walk” on land. Walruses form a family of their own.

Biologists have names for two ways of paying for motherhood. Mothers who pay from stored reserves are capital breeders, like people living off their savings. Mothers who feed as they go are income breeders, like people living on a salary. A mother who fasts while nursing is a capital breeder, and one who forages is an income breeder.

Blubber is a thick layer of fat under the skin. It keeps the animal warm in cold water and also stores energy, like a warm blanket and a packed lunch in one.

Since 1990, hundreds of California sea lions have hauled themselves out onto the docks of San Francisco’s Pier 39. The pier is now a top tourist sight. All US marine mammals have been protected since the Marine Mammal Protection Act of 1972.

Remember it like this: Phocids are the earless wrigglers. Otariids have little ear flaps and can “walk” on their flippers, like the ball-balancing circus “seal”, which is usually a sea lion.

Words to know

Maternal strategy
How a mother shares out her energy and time in raising her young.
Forage
To search for and gather food.
Fast
To go without eating.
Lactation
Making milk. Also, the nursing period.
Replenish
To fill up again.
Commence
To begin.

Reading tip: Make a quick two-column table (fat stores, feeding, lactation length) and keep “all”, “some”, and “assumed” straight. A summary of the text must not include anything the text doesn’t do.

p.95“Commuter” diatoms and their tidal clockbiological clocks · tides · experiment logic

In short: Biologists have become interested in a tide-linked periodic behaviour of the diatom Hantzschia virgata. It is a microscopic golden-brown alga that lives in the intertidal zone, the part of the shore washed by tides. These “commuter” diatoms stay buried in the sand at high tide and come up onto the sand surface during the daytime low tide. Just before the rising tide floods the sand, they burrow down again. Hypothesis: some scientists think the diatoms sense low tide through a change in their surroundings, such as a shift in temperature or in pressure caused by tidal movement. Test: under constant laboratory conditions, the diatoms still burrow on schedule for several weeks. Conclusion: rather than relying on cues from their surroundings, they have an internal pacemaker, a biological clock, that lets them anticipate periodic changes. A commuter diatom’s clock is unusually accurate, a consequence of the … The excerpt breaks off mid-sentence there.

The story

Picture a single-celled alga living inside an intricate, glass-like shell of silica. This is a diatom, and diatoms live in oceans, lakes and wet sand. Like plants, they photosynthesise, making food from sunlight, so they need light. They are estimated to produce about a fifth of the oxygen on Earth.

Deposits of fossil diatoms, called diatomaceous earth, are used in filters and toothpaste. In 1867, Alfred Nobel used them to keep the nitroglycerine in his dynamite stable.

Tides are caused mainly by the Moon’s gravity. Most coasts get two high tides and two low tides a day. One tidal cycle averages about 12 hours 25 minutes. So each day’s low tide comes about 50 minutes later than the day before, like a train that runs a little later every day.

Circadian rhythms, from the Latin for “about a day”, run on about 24 hours. Sleep, hormones and jet lag all involve them (see p.62 and p.87). Circatidal rhythms run on about 12.4 hours. In the 1950s, fiddler crabs on US beaches were famously shown to keep their tidal activity rhythms even in lab tanks.

The classic test for an internal clock is to remove every outside cue, keeping light, temperature and pressure constant. If the rhythm keeps going, or “free-runs”, the timing must come from inside the living thing. Think of a person in a windowless room who still wakes at about the usual hour.

Remember it like this: Circadian means “about a day”: about 24 hours. Circatidal means “about a tide”: about 12.4 hours.

Words to know

Periodic
Recurring, or coming back, at regular intervals.
Intertidal zone
The strip of shore that is under water at high tide and uncovered at low tide.
Inundate
To flood.
Cue
A signal that sets off a response.
Pacemaker
Here, an internal timekeeper that sets a rhythm.
Anticipate
To act before an expected event happens.

Reading tip: Track the experiment’s logic: if the behaviour continues without the cue, the cue isn’t what times it. When you work out what the text suggests, rely only on reasons it states itself.

p.96Moth and butterfly population cyclespopulation ecology · insects · viruses

In short: Lepidoptera are moths and butterflies, which are caterpillars for most of their life cycle. A few forest species of lepidoptera rise and fall in numbers again and again at regular intervals. These ups and downs are called population cycles. Many things affect population levels, but a regular pattern seems to imply one dominant driving force. Despite much research, finding it has proved “surprisingly elusive”. The usual approach is to measure the deaths caused by different agents, such as predatory birds or parasites. For lepidoptera, this has not been productive. Attempts to change the cycles, by altering the caterpillars’ habitat or by reducing their numbers, have also failed. Taken together, the evidence implies that these populations, if they are not self-regulating, may be regulated by an agent more intimately connected with the insect than birds or parasites. Recent work suggests that this agent may be a virus. Viral disease had long been reported in caterpillar populations that were in decline, but … The excerpt breaks off mid-sentence there. The full article goes on to discuss the nuclear polyhedrosis virus.

The story

Picture a forest in summer with bare trees, as if winter had come early. Caterpillar outbreaks can do this to millions of hectares of forest. The caterpillars belong to the lepidoptera, a name that means “scale-wings”. They go through complete metamorphosis, a life in four stages: egg, caterpillar or larva (the eating stage), pupa in a cocoon or chrysalis, and winged adult.

One famous cycling species is the larch budmoth of the European Alps. Tree rings there show its outbreaks every 8–10 years for over a thousand years. Beyond insects, the textbook case is Canada’s lynx, a wild cat, and the snowshoe hare, which cycle about every ten years. The Hudson’s Bay Company recorded this cycle in its fur-trading records from the 1800s.

Lemmings, which are small rodents, cycle every 3–4 years. Their famous “mass suicide” is a myth, staged for a Disney documentary. Another key idea is density dependence. Some forces hit a population harder as it gets more crowded, such as food shortage or disease spreading between neighbours.

The nuclear polyhedrosis virus, or NPV, attacks caterpillars. Its particles are packed inside protein crystals called “polyhedra”, and these give the virus its name.

Another famous cycling species is the spongy moth, called the “gypsy moth” until scientists renamed it in 2022. In 1869 a French amateur naturalist, Trouvelot, was trying to breed silk moths near Boston when he accidentally let it escape. It has stripped the leaves of eastern US forests ever since. Today the US Forest Service uses an NPV spray called “Gypchek” against it, as a natural pesticide.

In outbreak years, spongy moth caterpillars strip whole hillsides in New England and the Midwest. In 1981 they stripped about 13 million acres. Americans there remember caterpillars “raining” from the trees and their droppings pattering down like rain.

Remember it like this: Egg, caterpillar, cocoon, wings: four lives in one insect. The caterpillar is the hungry one, and in an outbreak year it can leave a whole forest bare.

Words to know

Recurring
Happening again and again.
Fluctuation
Rising and falling.
Elusive
Hard to find or pin down.
Mortality
Death, or the death rate.
Agent
Something that causes an effect, such as a predator, a parasite or a disease germ.
Self-regulating
Kept in check from within, by the population itself.

Reading tip: To judge what would weaken the case, first restate the exact conclusion and the evidence the text gives for it. Also be ready to say why researchers used a given method.

p.97Biological pest control (biocontrol)biocontrol · agriculture · ecology

In short: Biocontrol agents, such as insects, fungi and viruses, eat, infect or live as parasites on targeted pests. They are more selective than most chemical pesticides, because they ordinarily destroy only unwanted species. However, they can harm nontarget species too, for example by competing for resources. An agent might reduce the benefits that a desirable animal brings by eating the plant on which that animal prefers to lay its eggs. Another indirect harm happened in England. A virus brought in to control rabbits reduced the amount of open ground, because large rabbit populations keep ground cover short. That reduced underground ant nests, which set off the extinction of a blue butterfly whose young depended on the nests for shelter. Known extinctions or disruptions from indirect interactions are few. This paucity may reflect not their rarity but a failure to look for or detect them: most organisms likely to be harmed by indirect … The excerpt breaks off mid-sentence there.

The story

Picture the citrus groves of California under attack from a pest called the cottony cushion scale insect. In 1888–89 an Australian ladybird, the vedalia beetle, was brought in, and it rescued the citrus industry. This was the founding success of biological control, which fights a pest with its natural enemies: predators, parasites or disease organisms. Classical biocontrol imports those enemies from the pest’s native range, the region it first came from.

India has tried this too. In 1983 it released a Mexican leaf beetle against Parthenium, an invasive weed known as “congress grass”. But some releases have famously backfired. In 1935 cane toads were released in Queensland, Australia, to eat sugar-cane beetles.

The toads ignored the beetles, spread across the continent and poisoned native predators. The small Indian mongoose was brought to Jamaica in 1872 and Hawaii in 1883 to kill rats in the cane fields. Instead, it devastated native birds and reptiles. It was like hiring a guard to catch burglars, only to see him rob the neighbours.

In England, a rabbit disease set off a chain of events. Myxomatosis, a South American rabbit virus, was released in Australia in 1950 and reached Britain in 1953. It killed about 99% of British rabbits. With no rabbits grazing, the grassland turf grew tall and the soil surface cooled.

A heat-loving red ant declined, and the large blue butterfly depended on that ant. Its caterpillars trick the ants into carrying them into their nests, where the caterpillars eat the ant grubs. The large blue became extinct in Britain in 1979. Brought back from Sweden from 1983 onward, it is now a celebrated conservation comeback.

Chemical pesticides fell out of favour after the American writer Rachel Carson published Silent Spring in 1962. Its title imagines a spring with no birdsong, and the book exposed how DDT and other pesticides were harming wildlife, especially birds. A landmark of the US environmental movement, it led to the Environmental Protection Agency in 1970 and the US ban on DDT in 1972. The ban boosted interest in biological alternatives, and US schoolchildren still learn how the bald eagle recovered after it.

Remember it like this: Think of indirect harm as a row of dominoes. Push one piece, and the fall can run through several others before it knocks over a species nobody was aiming at.

Words to know

Parasitize
To live on or in a host and harm it.
Nontarget species
Species that a control method is not meant to affect.
Confer
To give or grant, as in “benefits conferred”.
Paucity
Scarcity, or a small amount.
Indirect interaction
An effect passed through a chain of other species, not by direct contact.
Adversely
Harmfully.

Reading tip: When you sum up the text, check your verb, and how strongly you state the claim, against the text as a whole, not against one example. Use only distinctions the text actually draws.

p.98Salmon habitat loss and genetic diversityconservation genetics · salmon · straying

In short: Over the last 150 years, human activity has wiped out large stretches of salmon habitat. The activities were mining, livestock grazing, logging, farming, and building for recreation and for towns and cities. The numerical effect is obvious, since damaged regions have fewer salmon than pristine, untouched ones. But habitat loss can also reduce genetic diversity, the variety of genes in a species. This is most evident when whole salmon populations go extinct. Most analysts believe some environmental damage lies behind the end of many extinct populations. Some rivers have been recolonised, but the original populations’ unique genes are lost. Large-scale disturbance in one place can also change the genetic make-up of populations in neighbouring areas, even pristine ones. Why? Salmon have a strong homing instinct for their natal stream, the stream where they were born. But a fraction of returning fish, rarely more than 15%, stray and spawn in nearby streams. Low levels of straying are crucial, since the process provides a … The excerpt breaks off mid-sentence there.

The story

Picture a young salmon hatching in a freshwater stream. Salmon are anadromous: born in fresh water, they migrate to the ocean to grow, then return years later to spawn. Pacific salmon die after spawning once, but Atlantic salmon can spawn more than once. North America’s five main Pacific species are chinook, also called king, coho, sockeye, pink and chum.

How do they find their way home? Young salmon imprint on, or lock into memory, the chemical “scent” of their home stream. Adults cross the ocean, possibly guided by Earth’s magnetic field, then follow that scent upstream. Arthur Hasler’s research in the 1950s explored this homing by smell.

Because most fish return home, each stream’s population, called a “run” or “stock”, adapts to local conditions. These include water temperature, migration distance and timing. Such varied populations steady the whole species, which is called the portfolio effect. It works like an investor who spreads savings across many different shares.

A classic warning about low diversity is the Irish potato famine of 1845–49. At that time Ireland relied largely on a single potato variety. Salmon face their own threats, summed up as the “four H’s”. These are habitat, hydropower dams, harvest, and hatcheries, the places where people breed fish.

From the early 1990s, many Pacific salmon populations were listed under the Endangered Species Act, the US law that protects species at risk. The agency in charge treats distinct salmon populations as units that it can protect separately. In 1992 a single sockeye, nicknamed “Lonesome Larry”, returned to Idaho’s Redfish Lake. The fish became a symbol of the decline.

Salmon are also central to the tribes of the Pacific Northwest (see Topic 2 for Native American history). In 1974 a court ruling, the Boldt decision, affirmed their treaty right to half the harvestable catch in Washington State. Salmon are the icon of the Pacific Northwest and Alaska, from Seattle’s fish-throwing Pike Place Market to Alaska’s Bristol Bay, the world’s largest sockeye run. Fights over dams and salmon are recurring news in the region.

Remember it like this: A salmon’s map is its nose: it learns the smell of its home stream when young and follows it back years later. It is like finding your mother’s kitchen by the smell of her cooking.

Words to know

Pristine
Untouched, still in its original condition.
Degraded
Damaged, or lower in quality.
Demise
End, or death.
Natal
Relating to birth. A natal stream is the stream where the fish was born.
Spawn
Of fish: to release eggs and sperm, or to breed.
Stray
To wander from the usual path. Here, to spawn in a stream other than the natal one.
Locale
A particular place.

Reading tip: Wherever the author asks “Why?”, read what follows slowly and pin down exactly what it explains. Draw conclusions only from the text’s own statements, without adding new assumptions.

p.99Removing duck-nest predators: what happens to songbirds?wildlife management · food webs · field experiment

In short: Grassland songbirds often nest in the same mix of grassland and wetland as waterfowl, especially in the upland, the drier ground around the wetlands. Some management aimed at waterfowl, such as improving or restoring habitat, may also benefit songbirds. But the impact of other measures is hard to predict, especially controlling waterfowl predators. Possibility 1: most predators of waterfowl nests also raid songbird nests when they get the chance. So removing them could directly increase songbird nesting success. Possibility 2: small mammals such as mice and ground squirrels are important in the diets of many waterfowl-nest predators. These small mammals can themselves be important predators of songbird nests. So removing the waterfowl-nest predators could affect songbird success indirectly, through later increases in small-mammal numbers. In 1995 and 1996, researchers trapped and removed certain waterfowl-nest predators, mainly raccoons and striped skunks. Then they tracked how many songbird nests survived. “Surprisingly, they observed …” The excerpt breaks off mid-sentence there.

The story

Picture grassland dotted with millions of shallow wetlands, left behind by retreating Ice Age glaciers. This is the Prairie Pothole Region, which stretches across the Dakotas, Minnesota, Iowa, Montana and Canada’s prairie provinces. It produces around half or more of North America’s ducks. That is why it is called “America’s duck factory”.

Wildlife managers focus on ducks for a reason. Waterfowl, meaning ducks, geese and swans, are game birds, hunted for sport. Since 1934, US duck hunters have had to buy a federal “Duck Stamp”, and the money buys wetland habitat. A hunters’ group, Ducks Unlimited, also pays for conservation.

Songbirds are often an afterthought, even though grassland birds such as meadowlarks and bobolinks are among North America’s fastest-declining birds. Raccoons, striped skunks, red foxes, badgers, crows and magpies all take eggs and chicks. Smaller ground squirrels and mice raid small songbird nests too. Trapping predators in the nesting season is a real management tool, but a controversial one.

A food web is the network of who eats whom, and like a spider’s web, a tug on one strand can move others. Removing one predator can let its prey or its smaller competitors multiply. When mid-sized predators boom after larger ones are removed, ecologists call it mesopredator release.

Duck hunting is a major American tradition, and the yearly Federal Duck Stamp art contest is a well-known institution. Raccoons, jokingly called “trash pandas”, and skunks are familiar backyard animals across the US.

Remember it like this: The Ice Age left the ponds, ducks fill them, and hunters’ Duck Stamp money protects them. That is America’s duck factory.

Words to know

Waterfowl
Ducks, geese and swans.
Upland
Here, the drier ground around a wetland.
Complex
As a noun: a group of connected parts, here grasslands and wetlands.
Opportunistically
By grabbing chances when they come up, not by specialising.
Nesting success
The share of nests that produce young.
Subsequent
Following, or later.

Reading tip: Before reading the result, note what each prediction expects, then see what the data showed. For one animal’s role, go back to the exact sentences that mention that animal.

p.100Bright colours and mate choice: why carotenoids mattersexual selection · mate choice · pigments

In short: Carotenoids, a family of natural pigments, are an important part of many animals’ colourful signals. Animals get them directly from the plants and algae that make them, or indirectly by eating insects, and store them in various tissues. Studies of several species show that females prefer males with brighter carotenoid-based colouring. Owens and Olson put forward a hypothesis: carotenoid colouring would matter in mate choice if carotenoids were either rare or required for health. The conventional view is that they matter because they are rare. On this view, healthier males can forage for, or find, more of the pigments than lower-quality rivals. That may be true, but growing evidence suggests they also matter because they are required. The immune system uses them, and so do the detoxification processes that keep the body healthy. Males may have to use scarce carotenoids either for immune defence and detoxification or for attracting females. Males more susceptible to disease and parasites will have to use their carotenoids to boost … The excerpt breaks off mid-sentence there.

The story

Think of carrots, tomatoes, mangoes, saffron and autumn leaves. Their yellow, orange and red colours come from carotenoids. Carrots owe their colour to beta-carotene, which the body turns into vitamin A. Only plants, algae, fungi and some microbes can make carotenoids, so animals must eat them.

Biologists call such colouring “diet-dependent”, and for these colours the saying “you are what you eat” comes true. Flamingos hatch grey-white and turn pink from the carotenoids in the algae and brine shrimp they eat. Zoos feed them supplements to keep them pink. Carotenoids also make salmon flesh pink and cooked shrimp red.

Male house finches range from pale yellow to bright red depending on their diet. In research in the 1990s, females preferred the redder males. The red of the northern cardinal and the orange spots of male guppies also come from carotenoids.

In 1871 Darwin described sexual selection: traits can evolve because they win mates, even if they cost survival. Darwin wrote that the sight of a peacock’s tail feather “makes me sick!”, because it was so hard to explain by survival alone. The peacock is, of course, India’s national bird.

Animal signals are colours, songs, scents and displays that pass information to other animals, such as rivals or possible mates. Bird song and the flashing of fireflies are other familiar examples.

In the US, the bright-red northern cardinal is the state bird of seven states, more than any other bird. It gives its name to sports teams such as the St. Louis Cardinals. The pink plastic lawn flamingo is a beloved piece of American kitsch, or lovably tacky decoration.

Remember it like this: A flamingo is pink because of its dinner: the algae and brine shrimp it eats. No pigment on the menu, no pink in the feathers.

Words to know

Pigment
A substance that gives colour.
Coloration
An animal’s pattern of colour and how strong it is.
Counterpart
One that matches another in role. Here, rival males.
Detoxification
Removing harmful substances from the body, or making them harmless.
Susceptible
Easily affected or harmed, for example by disease.

Reading tip: Signal phrases such as “Although this may be true” and “also” show how a newer view relates to an older one, so mark them as you read. Keep the conventional view and the newer view separate, because both matter.

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Topic 8 · Other recurring themes 6 primers · beyond the readings

Some subjects come back again and again in writing about America. Topics 1–7 cover the readings themselves. This section fills the remaining gaps: the US economy and markets, challenges to religion, American power, the Cold War, new technology and cell biology. Each primer is a short briefing, in plain words, on what American students pick up at school and from the news. The search box covers these too.

8.1American economy, finance & capital marketsWall Street · the Fed · crashes & reforms · corporations · labour

Why it matters: Business writing on company strategy, regulation, labour history or economic theory expects you to know how US markets and institutions work. For capitalism, socialism and the other “isms”, see Foundation 4.

How the system works

Picture a start-up in Silicon Valley, the centre of American venture capital, or VC. VC firms and private backers called angel investors fund young, high-risk companies in exchange for equity, a share of ownership. Later a company may sell stock, equity split into shares that sometimes pay dividends, and its first public sale of stock is its IPO. It can also borrow by issuing bonds, which pay fixed interest, and bond prices fall when interest rates rise.

Private equity firms buy whole companies, often with borrowed money, as in the “leveraged buyouts” of the 1980s. Shares trade on the New York Stock Exchange on Wall Street, dating from 1792, and on NASDAQ, an electronic, tech-heavy market from 1971. The main indexes are the Dow Jones Industrial Average of 30 giant firms, the S&P 500, the usual benchmark, and the Nasdaq Composite. A bull market is rising, and a bear market has fallen 20% or more.

Shareholders own a company but managers run it, a split that Berle and Means called the “separation of ownership and control” in 1932. It creates a principal–agent problem: the owners must trust hired managers, whose interests may differ from theirs. In 1970 Milton Friedman argued that a business’s social responsibility is to increase its profits. That view is now challenged by “stakeholder capitalism”, which looks beyond shareholders, and by ESG investing, which rates firms on environmental, social and governance grounds.

Two levers steer the economy: fiscal policy, which is Congress’s taxing and spending, and monetary policy, run by the Federal Reserve. The Fed, the central bank since 1913, sets interest rates with a dual mandate: maximum employment and stable prices. In the 1930s Keynes said governments should spend to fight slumps, but Friedman and the Chicago School said to trust markets and control the money supply. In the 1980s Reagan cut taxes and deregulated, an approach called “supply-side” economics.

The recurring American argument pits regulation against laissez-faire, the idea of leaving markets alone. On one side stand the antitrust laws, starting with the Sherman Act of 1890. Under them Standard Oil was broken up in 1911 and AT&T in 1984, and in 2024 Google was ruled an illegal search monopolist. On the other side stands faith in open competition.

Remember it like this: The Fed is to America what the Reserve Bank of India is to India.

Booms, busts & reforms

The modern story starts in the Gilded Age, from the 1870s to 1900. It was the age of railroads and of business giants such as Rockefeller in oil, Carnegie in steel and J.P. Morgan in banking. It was also the era of “robber barons” and violent strikes. In 1913 the Federal Reserve was created, and the 16th Amendment allowed a federal income tax.

Then came the Wall Street Crash of “Black Tuesday”, 29 October 1929, and the Great Depression, with unemployment at about 25% by 1933. President Roosevelt, known as FDR, answered with the New Deal of 1933–39. It brought bank-deposit insurance through the FDIC, the SEC to police Wall Street, and in 1935 Social Security and union rights under the Wagner Act. Glass–Steagall separated ordinary and investment banking until it was largely repealed in 1999.

At Bretton Woods in 1944, the dollar was tied to gold and other currencies to the dollar, and the IMF and World Bank were created (see 8.3). Nixon cut the dollar’s link to gold in 1971, and oil shocks then brought stagflation: rising prices and high unemployment at once. To crush inflation, Fed chair Paul Volcker raised interest rates to about 20%. On “Black Monday” in 1987, the Dow fell 22.6% in a single day.

Next came the dot-com bubble and bust of 1995–2002, when internet shares soared and then collapsed. The frauds at Enron in 2001 and at WorldCom led to the Sarbanes–Oxley Act of 2002. The global financial crisis of 2007–09 centred on risky “subprime” mortgages bundled into securities. Lehman Brothers collapsed on 15 September 2008, followed by the $700 billion TARP bailout and the Dodd–Frank reforms of 2010.

This was the era of “too big to fail” and of Occupy Wall Street, whose 2011 slogan was “We are the 99%”. Then came the COVID crash and rebound, and inflation peaked at 9.1% in June 2022, a 40-year high. The Fed raised rates rapidly, and Silicon Valley Bank failed in 2023.

Remember it like this: Boom, bust, new rules: 1929 and the New Deal, Enron and Sarbanes–Oxley, 2008 and Dodd–Frank.

Workers and unions

American unions grew from two roots. The AFL, founded in 1886, organised skilled crafts, while the CIO, from 1935, organised whole industries such as cars and steel. About a third of US workers were in unions in the mid-1950s, against about 10% today.

Some labour topics come up again and again: the eight-hour day, child labour, and women and immigrants in factories. Another is why the US, unlike Europe, never developed a strong socialist or labour party. That question is one strand of “American exceptionalism”, the idea that America is a special case.

Remember it like this: A third then, a tenth now: US union membership in the mid-1950s and today.

Words to know

Equity
A share of ownership in a company, held as stock.
Bond
A loan that can be bought and sold and that pays fixed interest.
Venture capital
Money put into young, high-risk companies in exchange for a share of ownership.
Economies of scale
The cost of each unit falls as a firm makes more.
Barriers to entry
Things that keep new competitors out, such as high start-up costs, patents, regulation and network effects.
Vertical / horizontal integration
Vertical integration means owning each stage of your own supply chain, as Carnegie owned mines, railways and mills. Horizontal integration means buying competitors at the same stage, as Standard Oil did.
Externality
A cost or benefit that falls on outsiders and is not reflected in the price. Pollution is a negative externality.
Moral hazard
Taking bigger risks because someone else will bear the cost, as when banks expect a bailout.
Stagflation
Inflation together with a stalled economy and high unemployment.
Antitrust
Laws against monopolies and price-fixing cartels. Other countries call this “competition law”.

Reading tip: Business writing usually covers a firm’s strategy and why it worked, a regulation and its unintended effects, or an economist’s model tested against evidence. Watch causal language (“led to”, “contributed to”, “coincided with”) and keep correlation separate from cause.

8.2Challenges to religion: science, secularism & the courtsGalileo · Darwin · Scopes trial · church and state · secularization

Why it matters: Readings on the Scientific Revolution, how people reacted to Darwin, Puritan New England or church–state law take this story for granted. America is unusual: it has no official church, yet it is far more religious than most rich countries.

From Galileo to Darwin

In 1543 Copernicus put the Sun, not Earth, at the centre, a model called heliocentrism (see Topic 6). In 1633 the Roman Inquisition, a Church court, tried Galileo for defending Copernicus. He was forced to recant, or publicly take back his views, and was kept under house arrest until his death in 1642. The Catholic Church formally admitted its error in 1992.

In 1687 Newton’s laws pictured a “clockwork universe”, a machine that runs by fixed laws. Many Enlightenment thinkers, including American Founders such as Jefferson and Franklin, leaned toward Deism, belief in a Creator who does not intervene. In the 1830s Lyell’s geology showed an Earth far older than a literal reading of the Bible allows. Earlier, Archbishop Ussher had dated Creation to 4004 BC.

In 1859 Darwin published Origin of Species, and the Oxford debate of 1860 pitted T.H. Huxley against Bishop Wilberforce. In 1871 The Descent of Man applied evolution to humans (see Topic 7).

Then came the critics, from the 1840s to the 1920s. Marx called religion “the opium of the people”, Nietzsche declared “God is dead” in 1882, and Freud described religion as an illusion in 1927. German “higher criticism” studied the Bible as a historical document.

Remember it like this: In Deism, God is a clockmaker who builds and winds the clock, then leaves it to tick on its own.

Religion in America

Picture the Pilgrims on the Mayflower in 1620 and the Puritans of Massachusetts Bay in 1630, who spoke of “a city upon a hill”. Both groups sought freedom for their own faith, not for everyone’s. Dissenters such as Roger Williams, who founded Rhode Island in 1636, and Anne Hutchinson were expelled. In 1692 came the Salem witch trials.

The First and Second Great Awakenings were waves of religious revival in the 1730s–40s and the early 1800s. They fuelled evangelical Protestantism, which stresses personal conversion, and reform movements for abolition, temperance and women’s rights. Abolition meant ending slavery, and temperance meant turning away from alcohol. Later, the civil rights movement was organised from Black churches, and Martin Luther King Jr. was a Baptist minister.

The First Amendment of 1791 bars an “establishment” of religion and protects its “free exercise”. The first part, the Establishment Clause, means there is no official church, and Jefferson called this a “wall of separation” in 1802. Yet “under God” entered the Pledge of Allegiance in 1954, and “In God We Trust” became the national motto in 1956. Both were Cold War gestures against “godless communism”.

In 1925 the Scopes “Monkey Trial” in Tennessee pitted Clarence Darrow against William Jennings Bryan. The teacher, John Scopes, was fined $100, and the trial was later dramatised in Inherit the Wind. Epperson v. Arkansas in 1968 struck down bans on teaching evolution, and Edwards v. Aguillard in 1987 struck down “creation science” laws. In 2005 Kitzmiller v. Dover rejected intelligent design, the claim that life’s complexity shows a designer, in science classes.

Engel v. Vitale in 1962 ended official school prayer, while Kennedy v. Bremerton in 2022 protected a football coach’s personal prayer on the field. Today the religiously unaffiliated, the “nones”, have risen to about 28% of US adults. Meanwhile the “religious right”, organised since the Moral Majority of 1979, remains a major political force.

Remember it like this: Picture a wall with the government on one side and the churches on the other. Like India, America has no state religion.

Words to know

Heliocentrism
The model of the solar system with the Sun at the centre.
Recant
To take back a belief or statement in public.
Deism
Belief in a Creator who does not step into the affairs of the world.
Secularization
The decline of religion’s influence over public life. Max Weber called the modern age the “disenchantment of the world”.
Establishment Clause
The part of the First Amendment that bans the government from setting up or backing a religion.
Evangelical
Protestant Christianity that stresses personal conversion, or being “born again”, and the authority of the Bible.
Intelligent design
The claim that life’s complexity shows a designer. US courts have ruled that it is religion, not science.

Reading tip: Scholarly writing on religion is not preachy. It asks how a belief spread, how a community organised, or how science and faith interacted. The author rarely mocks either side, so an interpretation that sounds strongly anti-religious or anti-science is usually too extreme.

8.3American dominance: how the US became a superpowerManifest Destiny · empire · the American Century · soft power · decline debates

Why it matters: Readings about US expansion, empire-building, the world economy or American “decline” all assume one storyline. A small republic on the Atlantic coast grows into a nation that spans a continent. Then it gains an empire overseas. After 1945 it leads the postwar world order. US textbooks often tell this as a success story. Scholarly readings often come from historians who question it.

Growing across the continent (1803–1893)

In 1803 the young United States bought a huge territory called Louisiana from France for $15 million. This Louisiana Purchase doubled the country’s size at a stroke.

In 1823 the Monroe Doctrine told Europe not to colonise the Americas or meddle in them. The US, for its part, would stay out of Europe’s quarrels. Later, the doctrine was stretched to justify the US stepping in across Latin America.

In 1845 a new phrase appeared, Manifest Destiny: the belief that Americans were destined to spread across the continent. That year the US annexed Texas, making it part of the country, and in 1846 it gained Oregon. The Mexican–American War of 1846–48 then added California and the Southwest.

In 1867 the US bought Alaska from Russia for $7.2 million. At the time, people mocked the deal as “Seward’s Folly”, a foolish buy. In 1890 the census declared the frontier, the moving western edge of settlement, “closed”.

In 1893 Frederick Jackson Turner argued that this westward expansion had shaped American democracy and individualism, the belief in standing on your own feet. His frontier thesis is a staple of US history classes. But later historians criticised it for leaving out Native Americans, women and Mexicans.

An empire overseas (1893–1941)

In 1893 American sugar planters and businessmen, backed by US Marines, overthrew the queen of Hawaii. The US annexed Hawaii in 1898.

That same year, the Spanish–American War brought the US Puerto Rico, Guam and the Philippines. A brutal war against Filipino independence fighters followed, from 1899 to 1902. At home, critics of this imperialism, or empire-building, protested, among them the writer Mark Twain.

In 1904 Theodore Roosevelt went further. His Roosevelt Corollary made the US the “police power” of the Western Hemisphere, meaning the Americas. His famous saying was “speak softly and carry a big stick”.

The Panama Canal opened in 1914. Again and again, the US stepped into Central America and the Caribbean. People called this “gunboat diplomacy”, pressure backed by warships, and “dollar diplomacy”, pressure through money.

In 1917 the US entered World War I. President Wilson proposed a League of Nations to keep the peace. But the US Senate rejected the peace treaty. America then retreated into isolationism, staying out of alliances and foreign wars, until 1941.

Remember it like this: Monroe put up a keep-out sign for Europe over the Americas. Roosevelt made the US the policeman behind it, with a big stick.

The American Century (1941–1949)

In 1941 the publisher Henry Luce called for an “American Century”. After Pearl Harbor, the US became the “arsenal of democracy”, a vast weapons factory. By 1945, on some estimates, it made about half the world’s manufactured goods. It was also the only nuclear power.

Then the US designed the postwar order. The Bretton Woods agreement of 1944 put the dollar at the centre of world money, alongside the IMF and the World Bank. The United Nations followed in 1945. The US became one of the five permanent members of its Security Council, each with a veto, the power to block decisions.

In 1948 the Marshall Plan provided about $13 billion to rebuild Western Europe. NATO, a military alliance, followed in 1949. The Cold War story is in 8.4.

Alone at the top, then doubts (1989–today)

Between 1989 and 1991 the Soviet bloc of communist states collapsed. The US was left as the sole superpower: the “unipolar moment”. Francis Fukuyama’s “End of History”, an essay of 1989 and a book of 1992, argued that liberal democracy had won the battle of ideas. The Gulf War of 1991 showed off US military dominance.

The 1990s and 2000s brought globalisation, the freer flow of trade and money across borders. Its landmarks were NAFTA in 1994, the World Trade Organization in 1995 and the free-market “Washington Consensus”. After 9/11 in 2001, the “War on Terror” brought long wars in Afghanistan in 2001–21 and Iraq in 2003–11.

In 2010 China overtook Japan as the world’s second-largest economy. In 2018 a US–China trade war began with tariffs, or taxes on imports. Debate has grown over American decline and over a “multipolar” world, one with several competing great powers.

Four pillars of US power today

The first pillar of American power today is the economy. The US has the largest economy, about a quarter of world GDP, and the deepest capital markets, where firms raise money (8.1). It also has the dominant tech firms (8.5).

The second pillar is the dollar, the main currency for world trade. Central banks hold well over half of their reserves in dollars, so it is the leading reserve currency. That lets the US borrow cheaply and punish others with financial sanctions. In the 1960s a French finance minister called this an “exorbitant privilege”, an unreasonably large advantage.

The third pillar is the military. The US accounts for more than a third of world military spending. It has alliances with NATO, Japan, South Korea and Australia, and hundreds of bases abroad.

The fourth pillar is soft power, named by Joseph Nye in 1990. It means getting what you want through attraction rather than force. Its sources are Hollywood, music, brands, universities, and ideals of freedom and opportunity. Critics call the same spread “Americanisation” or cultural imperialism.

Remember it like this: Force pushes, like Roosevelt with his big stick. Soft power pulls, like a magnet: Hollywood, brands and universities draw people in.

Three big arguments

The first big argument is isolationism against internationalism: should the US stay out of foreign quarrels, or lead the world? President Washington’s Farewell Address of 1796 warned against “permanent alliances”, and Jefferson in 1801 warned against “entangling alliances”. The argument came back with the America First Committee of 1940–41, and the slogan has returned today.

The second is realism against idealism. Should foreign policy serve the national interest and the balance of power? Or should it spread democracy and international law, the ideal called “Wilsonianism” after President Wilson?

Third, is America special? American exceptionalism says it is uniquely free and destined to lead, an idea often traced to Alexis de Tocqueville’s Democracy in America of 1835–40. Declinism sees America as an ordinary great power heading for “imperial overstretch”, taking on more abroad than it can sustain. Paul Kennedy made that case in The Rise and Fall of the Great Powers in 1987.

Americans learn Manifest Destiny, the Monroe Doctrine and the Marshall Plan as basic civic vocabulary. Many recite the Pledge of Allegiance every school morning, as many Indian pupils sing the national anthem at assembly. “Leader of the free world” patriotism is the default backdrop.

India offers a useful counterpoint. During the Cold War the two democracies were “estranged”, or distant: the US allied with Pakistan, while India stayed non-aligned, joining neither side. They grew closer after the civil nuclear deal of 2008.

Words to know

Manifest Destiny
The 19th-century belief that the US was destined, even ordered by God, to spread across North America.
Monroe Doctrine
The 1823 policy that told Europe to stay out of the Americas. Later it was used to justify US intervention there.
Imperialism
Spreading power over other peoples through colonies, conquest or control of their economies.
Isolationism
A policy of staying out of alliances and foreign wars.
Hegemony
When one state, or one class, dominates the others. A “hegemon” is the leader that sets the rules.
Soft power
Influence that comes from attraction, through culture, values and institutions, rather than from force or payment.
Reserve currency
A currency that central banks keep in large amounts and that is widely used in world trade. Today this is mainly the US dollar.
American exceptionalism
The belief that the US is unlike any other nation in its origins, values or mission.
Unipolar / multipolar
Unipolar means a world with one dominant power. Multipolar means a world with several great powers competing.

Reading tip: Watch the author’s stance. A text may present expansion as an idealistic mission or as self-interested empire, or set an older view against a revisionist one. Note how strongly the author actually commits. Most authors weigh evidence rather than cheer or condemn.

8.4Capitalism, communism, socialism & the Cold Warmixed economies · containment · McCarthyism · Sputnik · non-alignment · 1989–91

Why it matters: From 1947 to 1991, capitalist democracy, led by the US, competed with Soviet communism. That contest shaped American politics, science, schooling, civil rights and even family life. Many readings about America in the 1950s–80s are really set against this backdrop. For what the “isms” mean, see Foundation 4.

The isms in real life

In real life, every rich country is a mixed economy, combining markets with government action. The real question is the balance. The US leans towards markets. The Nordic countries pair markets with high taxes and generous welfare, a model called social democracy.

The USSR ran a command economy, in which the state, not the market, decided what to produce. From 1928, under one-party rule, central planners set output through Five-Year Plans. In 1951 Hannah Arendt called Nazi Germany and Stalin’s USSR totalitarian: regimes seeking total control over society.

Fascism ruled Italy under Mussolini from 1922 and Germany under Hitler from 1933. It was ultranationalist, putting the nation above everything. It was also anti-democratic and fiercely anti-communist.

In the US, “socialism” is a loaded word that stirs strong feelings. Medicare, the public health insurance for people over 65 that started in 1965, was attacked as “socialized medicine”. Since 1906, scholars have asked why there is “no socialism in the United States”. Their answers include high wages, the frontier, racial and ethnic divisions among workers, and the two-party system.

Bernie Sanders brought the label back into the mainstream with his “democratic socialist” campaigns for president in 2016 and 2020. India’s story is different. Nehru’s India borrowed Soviet-style Five-Year Plans from 1951, but within a democratic, mixed economy. India added “socialist” to its Constitution’s Preamble in 1976 and liberalised its economy in 1991.

Remember it like this: Picture a dial from market to state. The US leans to the market end. The USSR turned it fully to the state.

How the Cold War began (1917–1954)

The story starts in 1917 with the Bolshevik Revolution in Russia. America soon had its first Red Scare, a panic about communists, with raids on suspected radicals.

After 1945 the wartime allies split. In 1946, in Fulton, Missouri, Churchill warned of an “Iron Curtain” across Europe. In 1947 the Truman Doctrine pledged US support for “free peoples” resisting subjugation, or domination. George Kennan’s strategy of containment, stopping communism from spreading, became US policy.

In 1948–49 came the Berlin Airlift, when supplies were flown into the city. Then 1949 brought NATO, the first Soviet atomic bomb and Mao’s Communist victory in China.

The Korean War of 1950–53 ended in a truce, a ceasefire that still divides Korea. At home, a second Red Scare, from 1947, brought loyalty checks and Hollywood blacklists, lists of people barred from work. Senator Joseph McCarthy’s reckless accusations in 1950–54 gave it the name McCarthyism.

The Rosenbergs were executed as atomic spies in 1953. That same year, Arthur Miller’s play The Crucible used the Salem witch trials as an allegory, a story with a hidden meaning, for the hunt.

Remember it like this: Containment is a fence, not a bulldozer: stop communism spreading, without knocking it down.

Sputnik, Cuba and Vietnam (1957–1975)

In 1957 the Soviet satellite Sputnik shocked America. The US responded with NASA, its new space agency, and with ARPA, a research agency whose ARPANET later became the internet’s ancestor. The National Defense Education Act poured money into science, maths and language teaching.

In 1961 the Bay of Pigs invasion of Castro’s Cuba failed, and the Berlin Wall went up. Then, in October 1962, came the Cuban Missile Crisis. It was the closest the world has come to nuclear war.

Not every country picked a side. In 1961, in Belgrade, Nehru of India, Tito, Nasser, Sukarno and Nkrumah founded the Non-Aligned Movement, for countries that joined neither camp.

In the Vietnam War, US combat troops arrived in 1965, and mass protests followed at home. US forces left in 1973, and Saigon fell in 1975. Meanwhile, in 1969, Apollo 11 landed on the Moon.

Thaw, chill and the end (1971–1991)

The 1970s brought détente, a thaw in tensions. In 1971 India signed a friendship treaty with the USSR. That same year, during the Bangladesh war, the US sent an aircraft carrier into the Bay of Bengal.

In 1972 Nixon visited China. He also signed SALT I, the first agreement capping the superpowers’ long-range nuclear missiles. The thaw ended in 1979, when the USSR invaded Afghanistan.

In 1983 Reagan called the USSR an “evil empire”. He also proposed a space-based missile shield, the Strategic Defense Initiative, nicknamed “Star Wars”. Gorbachev, in power from 1985, launched glasnost, meaning openness, and perestroika, meaning restructuring. The 1987 INF Treaty scrapped a whole class of nuclear missiles.

Then came the end. The Berlin Wall fell on 9 November 1989, and communist regimes across Eastern Europe collapsed. On 26 December 1991 the USSR itself dissolved.

Remember it like this: Glasnost opens the windows. Perestroika rebuilds the house.

The Cold War at home

Containment had a home front too. The historian Elaine Tyler May, writing in 1988, calls it “domestic containment”. In 1950s culture, the suburban nuclear family of parents and children was idealised as a bulwark, a defensive wall, against communism.

Schoolchildren practised “duck and cover” drills in case of a nuclear attack. In the 1959 “Kitchen Debate”, Vice-President Nixon held up American appliances to the Soviet leader Khrushchev as proof that capitalism was superior.

Another argument, now standard in US history courses, links the Cold War to civil rights. It holds that Soviet propaganda exploited American segregation as a Cold War embarrassment. This, the argument goes, helped push Washington toward civil-rights reform. Mary Dudziak made the case in Cold War Civil Rights, published in 2000.

Science felt the rivalry too. Defence research money helped build American science, its research universities and Silicon Valley.

Words to know

Containment
The US strategy of stopping communism from spreading, rather than rolling it back by war.
Domino theory
Eisenhower’s 1954 claim that if one country fell to communism, its neighbours would follow, like a row of dominoes. It was used to justify the Vietnam War.
MAD (mutually assured destruction)
Nuclear deterrence. Neither side attacks, because both would be destroyed.
Proxy war
A war in which one or both superpowers back local sides instead of fighting each other directly. Examples are Korea, Vietnam, Afghanistan and Angola.
Détente
An easing of tension between rivals, especially between the US and the USSR in the 1970s.
McCarthyism
Reckless accusations of disloyalty made without proper evidence. It is named after Senator Joseph McCarthy.
Non-Aligned Movement
Countries that refused to join either side, or bloc, in the Cold War. It was led by India, Yugoslavia, Egypt, Indonesia and Ghana.
Third World
At first, in 1952, the countries in neither the Western nor the Soviet bloc. Later it was used loosely for poorer nations. Today “Global South” or “developing countries” is preferred.
Military–industrial complex
The combined influence of the armed forces and the arms industry. Eisenhower warned about it in 1961.
Command economy
An economy in which the state, not the market, decides what is produced and at what price.

Reading tip: Cold War writing is often about historiography, the competing schools of interpretation (see Foundation 5):

  • an orthodox view that blames Soviet expansion;
  • a revisionist view (1960s) that blames US economic expansion;
  • post-revisionist syntheses.

Work out which school each scholar belongs to and what evidence each side relies on.

8.5Latest technology: AI, chips, biotech, space & energygenerative AI · semiconductors · CRISPR & mRNA · NewSpace · clean energy · how innovations spread

Why it matters: Articles on technology, and business articles about new inventions, expect you to know two things. The first is today’s big picture: the main technologies of the moment. The second is the classic theories of how new technologies spread and push out the old market leaders. An American reader picks up most of this from the news. Exact facts go out of date quickly, so learn the big picture, not the numbers.

Artificial intelligence: from Turing to ChatGPT

In 1950 Alan Turing proposed a test for machine intelligence. In 1956 a workshop at Dartmouth launched “artificial intelligence”, or AI, as a field. After that, waves of hype were followed by “AI winters”, when funding dried up.

In 1997 IBM’s Deep Blue computer beat the world chess champion, Garry Kasparov. The deep learning breakthrough came in 2012–16. It uses neural networks, layered software that learns patterns from huge datasets, trained on graphics chips called GPUs. In 2016 DeepMind’s AlphaGo beat Lee Sedol, a champion of the board game Go.

In 2017 Google researchers invented the transformer, the “T” in GPT. It is the design behind large language models, AIs trained on vast amounts of text to predict the next word. OpenAI’s ChatGPT, released on 30 November 2022, set off the boom in generative AI, which creates new content.

In 2024 AI pioneers won Nobel Prizes. Physics went to John Hopfield and Geoffrey Hinton for neural networks. Chemistry went to David Baker for protein design, and to Demis Hassabis and John Jumper for AlphaFold, which predicts protein shapes. The same year, the EU’s AI Act became the first law covering AI as a whole.

Some debates keep coming back. AI can pick up bias, or unfair slants, from its training data, and it can “hallucinate”, or make things up. Some fear job losses, while others expect gains in productivity. People also argue about copyright, energy use and deepfakes, fake videos or pictures made to look real. Finally, some ask whether advanced AI can be kept safe, a problem called alignment.

Remember it like this: AI in four stepping stones: Turing’s test in 1950, chess in 1997, Go in 2016 and ChatGPT in 2022.

Chips and computing: from one switch to quantum bits

The transistor, a tiny electronic switch, was invented at Bell Labs in 1947. The integrated circuit, which puts many transistors on one chip, followed in 1958–59. These led to Moore’s law in 1965: the number of transistors on a chip doubles roughly every two years. In 1971 the area south of San Francisco got its name, “Silicon Valley”.

Today Nvidia designs the GPUs that train most AI. TSMC in Taiwan makes most of the world’s most advanced chips. That is one reason Taiwan is a geopolitical flashpoint, a place where tensions could flare into conflict. The US CHIPS and Science Act of 2022 offers about $52 billion to bring chipmaking back home.

Quantum computers use qubits, which rely on two strange effects. In superposition, a qubit holds a mix of 0 and 1 until it is measured. In entanglement, two qubits are linked, so measuring one tells you about the other. The 2025 physics Nobel honoured 1980s circuit experiments that form the basis of one leading type of qubit (see p.77).

Biotechnology: reading and editing life’s code

A genome is a person’s full set of DNA, and reading it is called genome sequencing. The Human Genome Project took 13 years and about $3 billion, finishing in 2003. Today it costs a few hundred dollars.

In 2012 Jennifer Doudna and Emmanuelle Charpentier developed CRISPR gene editing, which won them the 2020 Nobel Prize. It works like molecular scissors that cut DNA at a chosen spot. In 2018 a Chinese scientist’s gene-edited babies caused a global ethics scandal. The first approved CRISPR therapy, Casgevy, arrived in 2023 for sickle-cell disease, an inherited blood disease. The UK approved it in November and the US in December.

In 2020 the Pfizer–BioNTech and Moderna COVID vaccines used mRNA, or messenger RNA, which carries a gene’s instructions to the cell’s protein-making machinery. The vaccine instructs your cells to make a harmless protein from the virus, so your immune system learns to recognise it. Katalin Karikó and Drew Weissman won the 2023 Nobel Prize for the underlying work.

Finally, GLP-1 drugs such as Ozempic and Wegovy began as diabetes drugs. Now they are blockbuster, or best-selling, weight-loss treatments.

Space and energy: new players, cheaper power

Once, only governments could do big things in space. Now private companies do them too, a change called NewSpace. In 2015 SpaceX first landed an orbital rocket’s booster, its lower stage, for reuse. For astronomy background, see Topic 6.

On 25 December 2021 the James Webb Space Telescope launched. On 23 August 2023 India’s Chandrayaan-3 made the first landing near the south pole of the Moon. NASA’s Artemis programme aims to send humans back to the Moon.

In clean energy, solar-power costs have fallen roughly 90% since 2010. Lithium-ion batteries, which won a 2019 Nobel Prize, power phones and electric vehicles. In 2022 the US passed the Inflation Reduction Act, the largest climate investment in its history. In December 2022 a US laboratory first achieved fusion “ignition”. Fusion releases energy by merging atoms. Ignition meant getting more energy out than the lab’s lasers put in.

The internet and the platforms

The internet began as ARPANET in 1969. Tim Berners-Lee created the World Wide Web in 1989–91. Google arrived in 1998, Facebook in 2004, and the iPhone in 2007, opening the smartphone era. Then came cloud computing, which keeps data and programs on distant computers, and the gig economy of short, app-based jobs.

Three big policy fights surround these platforms. The first is data privacy, as in the EU’s GDPR rules of 2018. The second is Section 230, a 1996 US law that shields platforms from liability, or legal blame, for users’ posts. The third is antitrust, or anti-monopoly, cases against Big Tech, including a 2024 ruling that Google illegally monopolised search.

India’s UPI payments system, launched in 2016, is a widely studied example. It is public digital infrastructure, open to all, competing with private platforms.

How new ideas spread and topple leaders

Business schools teach a few classic theories. In 1962 Everett Rogers described the diffusion of innovations. Adoption follows an S-curve: slow, then fast, then levelling off. Innovators go first, then early adopters, the early majority and the late majority, and finally the laggards.

In his 1997 book The Innovator’s Dilemma, Clayton Christensen described disruptive innovation. A cheaper, simpler product starts at the low end of a market. It climbs until it pushes aside the leaders, who were busy serving their best customers. Kodak invented the digital camera yet went bankrupt in 2012. Netflix overtook Blockbuster, the video-rental chain.

Older still is Joseph Schumpeter’s creative destruction, from 1942: capitalism advances as new industries destroy old ones. Three more ideas help explain why tech markets tend toward a few dominant winners. Network effects make a product more valuable as more people use it. Switching costs make leaving for a rival expensive, and a first-mover advantage rewards arriving first.

In the humanities, writers debate whether technology drives social change, a view called technological determinism, or whether society shapes how technology is built and used. The original Luddites, in 1811–16, were English textile workers who smashed the machines threatening their jobs.

Remember it like this: Diffusion: a keen cousin buys the new phone first, the parents next, grandpa last. Disruption: a cheap newcomer climbs from the bottom rung.

Words to know

Machine learning
Software that learns patterns from data instead of following rules written by hand. Deep learning uses neural networks with many layers.
Large language model (LLM)
An AI trained on huge amounts of text to predict the next word, which lets it write and answer questions. ChatGPT, Gemini and Claude are examples.
GPU
A graphics processing unit: a chip that runs many calculations at the same time, which makes it ideal for training AI.
Moore’s law
The observation that the number of transistors on a chip doubles about every two years.
CRISPR
A gene-editing tool, copied from a defence system that bacteria use, that cuts DNA at a chosen spot.
mRNA
Messenger RNA. It carries a gene’s instructions to the cell’s protein-making machinery.
Network effects
When a product becomes more valuable as more people use it, as with phones and social media.
Disruptive innovation
A simpler, cheaper product that starts at the low end of a market and in the end pushes aside established firms.
Creative destruction
Schumpeter’s term for innovation replacing old firms and industries.
Luddite
Someone who opposes new technology. The name comes from the English workers who broke machines in 1811–16.

Reading tip: Tech articles usually do one of three things:

  • compare a technology with the expectations around it (hype vs reality);
  • weigh benefits against risks;
  • explain why adoption was faster or slower than predicted.

Judge each article by its own claims, even when you know newer facts, because articles can be years old.

8.6Cell biology & genetics: high-school biology in one cardorganelles · energy · cell division · Mendel & DNA · microbes & immunity

Why it matters: Cell structure is a topic that comes up again and again in science writing. Almost every American takes a year of biology in high school, and many also take AP Biology, a more advanced course. So science writing uses these words without explaining them. Foundation 6 gives the one-paragraph version, and this card is the fuller one.

The cell and its parts

In 1665 Robert Hooke looked at cork under a microscope and coined the word “cell”. Between the 1830s and the 1850s, cell theory took shape: all living things are made of cells, and every cell comes from an existing cell.

Cells come in two kinds. Prokaryotes, the bacteria and archaea, have no nucleus. Eukaryotes, meaning plants, animals, fungi and protists, have a nucleus and organelles, small parts wrapped in their own membranes, like organs in a body.

Every cell is wrapped in a cell membrane, a double layer of fat molecules called lipids. It controls what enters and leaves, so it is called “selectively permeable”. Every cell also has ribosomes, which build proteins from instructions carried by RNA.

In eukaryotes, the nucleus holds the DNA and acts as the control centre. The endoplasmic reticulum, or ER, makes proteins and fats, and the Golgi apparatus packages and ships them. Mitochondria, found in nearly all eukaryotes, turn food and oxygen into ATP, the cell’s energy currency. A famous American school meme says it simply: “The mitochondria is the powerhouse of the cell.”

Plants and algae also have chloroplasts, which capture sunlight for photosynthesis. Plants, fungi and bacteria have a rigid outer cell wall, made of cellulose in plants and chitin in fungi. Vacuoles, mainly in plants, are for storage, and a plant cell has one large central vacuole. Lysosomes, mainly in animal cells, digest and recycle waste.

Remember it like this: Picture the cell as a factory: the nucleus is the head office, ribosomes the workbenches, the Golgi the shipping department and mitochondria the power plant.

Endosymbiosis, energy, division and stem cells

In 1967 Lynn Margulis proposed the endosymbiotic theory: mitochondria and chloroplasts were once free-living bacteria that were swallowed by another cell. The evidence is that they have their own DNA and double membranes, and they divide like bacteria. Many journals rejected her paper before the idea became the standard textbook view. It is a classic case of an outsider overturning the consensus, the view most experts share.

Cells handle energy through two processes that are mirror images. In photosynthesis, plants use light to turn carbon dioxide and water into sugar, giving off oxygen. In cellular respiration, cells use sugar and oxygen to make ATP, giving off carbon dioxide and water. Without oxygen, cells fall back on fermentation, which is how yeast makes alcohol and why hard-working muscles build up lactic acid.

A cell’s DNA is packed with proteins into long strands called chromosomes, and human body cells have 46 of them, in 23 pairs. Mitosis is the division that makes two identical cells, for growth and repair. Meiosis makes sperm and egg cells with half the chromosomes, and it shuffles genes to create variation. Cancer is cell division out of control.

Stem cells can develop into many types of cell. In the 2000s, federal funding for research on stem cells from embryos was a major US political fight. In 2006 Shinya Yamanaka found a way to reprogramme adult cells, turning them back into stem cells. This eased the ethical problem, and he won the Nobel in 2012.

Genetics: from Mendel’s peas to the double helix

In 1866 Gregor Mendel, working with pea plants, showed that traits pass down in separate units, now called genes. Each gene comes in versions called alleles, such as one for blue eyes and one for brown. A dominant allele shows its trait even if only one parent passes it on, while a recessive one shows only if both parents do. Predicting the traits of offspring with a grid called a Punnett square is a classic ritual in US biology classrooms.

Mendel’s work was ignored until 1900. In 1953 James Watson and Francis Crick built their model of DNA’s double helix, a twisted ladder, partly from Rosalind Franklin’s X-ray image, “Photo 51”. Franklin died in 1958, before the 1962 Nobel went to Watson, Crick and Maurice Wilkins. Her story is now a staple of reading about women in science.

Biologists call the flow from DNA to RNA to protein the central dogma. In transcription, a gene’s DNA is copied into RNA. In translation, that RNA is used to build a protein. DNA has four chemical letters, called bases, which pair A–T and C–G.

The human genome, the full set of human DNA, has about 3 billion base pairs and roughly 20,000 genes that code for proteins. Genes can also be switched on or off. Epigenetics is about chemical tags that do this without changing the DNA sequence, sometimes in response to environment or diet.

Remember it like this: DNA is the cookbook. Transcription copies one recipe into RNA, and translation cooks that recipe into a protein.

Microbes and how the body fights them

Between the 1860s and the 1880s, Louis Pasteur and Robert Koch established germ theory, the idea that microbes, or germs, cause disease. Viruses are not cells, and they can reproduce only inside a host cell, the cell they infect. Antibiotics attack bacteria, so they don’t work on viruses.

Penicillin, found by Fleming in 1928 and mass-produced in the Second World War, began the antibiotic age. Antibiotic resistance is evolution by natural selection happening in real time. The bacteria that survive a drug are the ones that go on to multiply.

The immune system uses white blood cells and antibodies, Y-shaped proteins, to recognise invaders. Vaccines train it in advance. Edward Jenner’s smallpox vaccine dates from 1796, and smallpox was declared eradicated, meaning wiped out, in 1980.

Many US students read a 2010 book, The Immortal Life of Henrietta Lacks. Lacks was a Black woman whose cancer cells were taken without her consent in 1951. They became “HeLa”, the first immortal human cell line, able to go on dividing in a lab indefinitely, and they helped develop the polio vaccine. The book is a common reference point in debates about medical ethics, race and consent.

Words to know

Organelle
A small part inside a cell with its own special job, like an organ in a body.
Mitochondria
Organelles that make ATP by cellular respiration. They have their own DNA, which is passed down only from the mother.
ATP
Adenosine triphosphate, the molecule cells use to store and spend energy.
Photosynthesis
Using light to turn carbon dioxide and water into sugar, giving off oxygen.
Mitosis / meiosis
Mitosis divides a cell into two identical body cells. Meiosis makes four sex cells, each with half the chromosomes.
Allele
One version of a gene, such as the version for blue eyes or for brown eyes.
Genotype / phenotype
The genotype is an organism’s genetic makeup. The phenotype is the traits you can observe in it.
Chromosome
A long DNA molecule packed with proteins. Humans have 23 pairs.
Endosymbiosis
One organism living inside another. It explains where mitochondria and chloroplasts came from.
Epigenetics
Changes in gene activity that can be inherited but don’t alter the DNA sequence.
Antibody
A Y-shaped immune protein that locks onto one specific invader.
Stem cell
A cell that has not yet specialised and can develop into other types of cell.

Reading tip: Cell-biology articles usually describe an experiment and what it showed, or a new hypothesis displacing an old one. Separate what was observed from what was inferred, and track which evidence supports which hypothesis. Knowing the vocabulary frees your attention for the logic.

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Glossary A–Z 487 terms

Every key term from the Foundations, the 91 reading cards and the Topic 8 primers, in one alphabetical list. The last column links to where each term is explained: F1–F6 = Foundations, p.N = reading card (page in the source), 8.x = Topic 8 primer. The search box filters this table too.

A B C D E F G H I J K L M N O P Q R S T U V W
TermMeaningWhere
AbrasionWearing or scraping away by rubbing.p.82
AbrogateTo cancel or repeal something, such as a treaty.p.35
Absolute monarchyRule by a king who is not limited by parliament or law.p.25
AcademyA private school that charged fees. Academies were common before free public high schools spread.p.24
AccommodateTo adapt or adjust to something.p.39
AccommodationismWorking within an unjust system and putting off confrontation, to win small gains step by step.p.48
AcquisitionGaining something. Here, it means picking up a new behaviour.p.88
AdverselyHarmfully.p.97
AgencyPeople’s ability to act and shape their lives, rather than being passive victims. It is a favourite theme of women’s and minority history.F5 p.22
AgentSomething that causes an effect, such as a predator, a parasite or a disease germ.p.96
AggregateA mass made up of many loose pieces.p.72
AgitateTo campaign in public, again and again.p.48
AlbeitAlthough, even though.p.77
AlgorithmA step-by-step set of rules a machine can follow.p.61
AllegianceLoyalty.p.6
AlleleOne version of a gene, such as the version for blue eyes or for brown eyes.8.6
AltruismSelfless concern for others.p.7
American exceptionalismThe belief that the US is unlike any other nation in its origins, values or mission.8.3
AnachronismSomething placed in the wrong period of time.p.47
Anachronism / presentismProjecting today’s categories onto the past or onto other cultures. Scholars often warn against it.F5
AnalogousSimilar in structure or role.p.65 p.75
AnomalyAn observation that departs from what was expected. Anomalies often lead to a new theory.F6
Anomaly (anomalous)Something different from what is expected. “Anomalous” means unexpected or unusual.p.74
AntagonismActive hostility, or ill will.p.49
AntibodyA Y-shaped immune protein that locks onto one specific invader.8.6
AnticipateTo act before an expected event happens.p.95
AntitrustLaws against monopolies and price-fixing cartels. Other countries call this “competition law”.8.1
ArableGood for growing crops.p.42
Arbitrary authorityPower used without fair rules, such as firing workers whenever the boss likes.p.52
ArborealLiving in trees, or adapted to life in trees.p.79
ArtifactSomething made by people and later found by archaeologists.p.38
ArtisanA skilled worker who works with their hands, such as a blacksmith, mason or carpenter.p.46
At face valueTaken just as it appears, without checking it closely.p.4
ATPAdenosine triphosphate, the molecule cells use to store and spend energy.8.6
AutonomousSelf-governing, independent.p.22 p.40
AutonomySelf-rule, independence.p.8
AvianTo do with birds.p.88
BackboneThe main source of strength.p.51
Barriers to entryThings that keep new competitors out, such as high start-up costs, patents, regulation and network effects.8.1
Before the barIn court. The “bar” is the railing in a courtroom. The word also means the legal profession.p.19
Benevolence / philanthropyCharitable good works and organised charity.p.7
Bias (sampling, preservational)A systematic distortion in the data (p.82 rules out several biases).F6
BindTo attach to a receptor.p.60
BondA loan that can be bought and sold and that pays fixed interest.8.1
BoundLinked into a single memory.p.63
BourgeoisThe Marxist word for the property-owning middle class. It was often used as an insult.p.30
“Bourgeois”In Marxist usage, this word means middle-class or capitalist. It is often a put-down. “Bourgeois feminism” means liberal, middle-class feminism (p.30).F4
BoycottA group refusal to buy. The word comes from Captain Charles Boycott, in Ireland, in 1880.p.20
Bulk densityThe average density of the whole body, counting the gaps between pieces.p.72
BureaucratizationBecoming a formal organisation run by rules, with paid staff, contracts and set ways of handling complaints, in place of informal community networks.p.14
ButtressedSupported, strengthened.p.33
CacheTo store food in a hidden place. As a noun, it means the hidden store itself.p.63
Californio / CalifornianaA Spanish-speaking resident of Spanish or Mexican California. Californio is the male form and Californiana the female form.p.28
CapitaliseTo supply with capital, meaning money.p.55
CapitalismBusinesses and property are privately owned. Markets set prices, and profit drives what gets made. The classic book is The Wealth of Nations by Adam Smith, published in 1776. Its famous image is the “invisible hand”.F4
CartographyMap-making.p.36
CatastrophicallySuddenly and drastically, like a disaster.p.73
Centrally condensedDensest at the centre.p.70
Charity schoolA free school for poor children, paid for by donations or by a religious body.p.21
CharterA legal grant that creates a company or a society.p.7
Chicano / ChicanaMexican American. It is a political self-name from the Chicano Movement of the 1960s.p.28
ChromosomeA long DNA molecule packed with proteins. Humans have 23 pairs.8.6
ChronologyA dated sequence of events.p.67
CircumscribedKept within limits, restricted.p.23
Civic virtuePutting the public good above private interest.p.24
Civil vs criminal caseA civil case is a private dispute, for example over a debt, a contract or property. In a criminal case, the state prosecutes someone for a crime.F2
Clan / descent groupA group of relatives who claim the same ancestor.p.39
ClavicleCollarbone. Fused clavicles form the furcula, or “wishbone”.p.80
Clerical workOffice work such as typing, filing and bookkeeping.p.11
CodifyTo write something into law.p.47
Cold War (1947–1991)The US-led capitalist democracies stood against the Soviet-led communist states. There were proxy wars in Korea, Vietnam and Afghanistan, an arms race and a space race. But the two sides never fought a direct war.F4
ColonizeTo arrive in a new place and set up a population there.p.92
ColorationAn animal’s pattern of colour and how strong it is.p.100
Command economyAn economy in which the state, not the market, decides what is produced and at what price.8.4
CommenceTo begin.p.94
CommodityA raw or basic product.p.40
Common lawJudge-made law that the US inherited from English law. Coverture, the old rule that merged a wife’s legal identity into her husband’s, is a common-law rule. Areas that were once Spanish, French or Mexican used civil-law codes instead. This matters for the Californianas reading, p.28.F2
Common schoolA free, tax-funded public elementary school. Horace Mann’s movement promoted them in the 1830s–40s.p.24
Commonplace bookA personal notebook for copying out favourite poems, quotations and other passages.p.21
Communism / MarxismKarl Marx and Friedrich Engels saw history as a class struggle. On one side was the bourgeoisie, who own capital. On the other was the proletariat, who work for wages. They said the struggle would end in revolution and a classless society. The key books are the Communist Manifesto of 1848 and Das Kapital of 1867. Lenin’s USSR practised it from 1917, or 1922 by another count, until 1991. Mao’s China has practised it since 1949.F4
CompellingConvincing and forceful.p.66
CompensateTo make up for something, or balance it out.p.74
ComplexAs a noun: a group of connected parts, here grasslands and wetlands.p.99
Complicating factorSomething that makes a problem worse.p.56
ConcurrentHappening at the same time.p.46
CondenseTo gather into a denser form, as gas does when it forms stars.p.71
ConferTo give or grant, as in “benefits conferred”.p.97
ConfigurationAn arrangement, here of the planets’ positions.p.67
ConsciousnessIn Marxist and feminist writing, awareness of the position and interests one shares with others, as in “class consciousness” or “gender consciousness”.p.10
ConstituencyA group of supporters.p.50
ConstituentsComponents, the parts that make something up.p.68
ConstituteTo make up, or to count as.p.86
ContainmentThe US strategy of stopping communism from spreading, rather than rolling it back by war.8.4
ContaminationUnwanted material that gets in from outside.p.66
ContemporaryHere it means “living today”. Elsewhere it can mean “living at the same time as”. This double meaning often trips readers up.p.83
ContinuumA spectrum, or range, between two extremes.p.48
ContractHere, the agreement a union negotiates with an employer for the workers as a group.p.51
Control / variableAn experiment changes one variable and compares the result with a control group.F6
CorrelationWhen two quantities tend to move together.p.57
Correlation ≠ causationWhen two things move together, that does not prove that one causes the other.F6
Cost of livingThe price of everyday needs such as food, rent and fuel.p.20
CounterpartOne that matches another in role. Here, rival males.p.100
CoupledLinked, so that when one changes, the other does too.p.59
CovertureThe common-law rule that a married woman’s legal identity merged into her husband’s. As a “feme covert”, she could not own property, sign contracts, keep her wages or sue.p.15
Creative destructionSchumpeter’s term for innovation replacing old firms and industries.8.5
Creditor / debtorThe one who is owed money / the one who owes it.p.19
CRISPRA gene-editing tool, copied from a defence system that bacteria use, that cuts DNA at a chosen spot.8.5
CriteriaThe standards a test checks. The singular is criterion.p.63
Critical densityThe density that divides endless expansion from eventual collapse.p.68
Critical editingPublishing old documents after experts have checked them, with notes.p.17
CrowdingSqueezing too many workers into a few jobs, which drives pay down in those jobs.p.9
CueA signal that sets off a response.p.95
Culture-boundTrue only within the culture that produced it.p.31
CursorialAdapted for running on the ground.p.79
CurtailCut short, reduce.p.27
CutoffA sharp limit.p.72
DeficitA shortfall: less than there should be.p.74
DegradationGetting worse, or a decline in quality.p.91
DegradeTo spoil or decay.p.63
DegradedDamaged, or lower in quality.p.98
DeismBelief in a Creator who does not step into the affairs of the world.8.2
DemiseThe end or death of something.p.52 p.98
Democracy vs republicThe US is a constitutional federal republic. It is run by elected representatives, so it is also a representative democracy.F4
DemographicRelating to population size and growth.p.16 p.82
DenoteTo show or to mean.p.37
DensityHow much mass is packed into a given space: mass per unit volume.p.73
DepositA layer of rock or sediment that holds fossils.p.80
DeprecateTo belittle something, or to say you disapprove of it.p.37
DétenteAn easing of tension between rivals, especially between the US and the USSR in the 1970s.8.4
DetoxificationRemoving harmful substances from the body, or making them harmless.p.100
Differentiation of labourDifferent people doing different, specialised jobs.p.42
DiffuseSpread out, not packed together.p.71
DilemmaA situation that forces a hard choice between options.p.56
DiminutionA decrease, or shrinking.p.39
DisintegratingBreaking apart.p.69
DisinterestedImpartial, without bias. It does not mean “uninterested”. Mixing the two up is a classic vocabulary mistake.p.4
DisparateClearly different, or unlike each other.p.86
Disruptive innovationA simpler, cheaper product that starts at the low end of a market and in the end pushes aside established firms.8.5
DivergeTo spread apart.p.76
DiversionChannelling water out of a river to use it.p.33
DogmaA belief that people accept without question.p.47
Domestic servicePaid household work done by servants, maids and cooks.p.11
Domino theoryEisenhower’s 1954 claim that if one country fell to communism, its neighbours would follow, like a row of dominoes. It was used to justify the Vietnam War.8.4
DrasticSevere and sudden.p.91
Early modernThe years from about 1500 to 1800.p.38
Ecological zoneAn area with its own climate, plants and animals. Here the zones are set by altitude.p.40
Economic mobilityMoving up or down the ladder of income and jobs.p.46
Economies of scaleThe cost of each unit falls as a firm makes more.8.1
EjectedThrown out.p.69
Election returnsOfficial vote counts.p.29
ElicitTo draw out or bring about. A meal elicits insulin.p.59
EliteA small group with power or special advantages.p.42
ElusiveHard to find or pin down.p.96
EmancipateTo set free from legal, social or economic limits.p.11
EmancipationFreedom from legal or social limits.p.30
EnamelThe hard outer layer of a tooth.p.83
EnclaveA piece of territory surrounded by an area under a different authority.p.33
EndosymbiosisOne organism living inside another. It explains where mitochondria and chloroplasts came from.8.6
EntailTo involve something as a necessary result.p.93
Entrenched interestsGroups already dug in, here senior white workers, defending their advantages.p.52
EnumerationThe act of counting people.p.12
EpidemicA sudden rise in cases within one population. Compare pandemic, which is worldwide, and endemic, which is always present.p.90
EpigeneticsChanges in gene activity that can be inherited but don’t alter the DNA sequence.8.6
EpochalSo important that it defines an era.p.47
EquilibriumBalance or harmony.p.31
EquityA share of ownership in a company, held as stock.8.1
Equity vs equalityEquity is fairness, which may mean treating people differently. Equality is treating everyone the same.p.8
Establishment ClauseThe part of the First Amendment that bans the government from setting up or backing a religion.8.2
EthnocentricSeeing everything through the values of your own ethnic group.p.37
EthnocentrismJudging other cultures by your own culture’s standards (p.37).F5
EthnohistoryUsing documents plus anthropology to study peoples who left few written records of their own, such as Native Americans and the Aztecs.F5 p.16
EthologistA scientist who studies animal behaviour, usually from the point of view of evolution.p.87
EthosThe core beliefs that guide a culture.p.50
EvangelicalProtestant Christianity that stresses personal conversion, or being “born again”, and the authority of the Bible.8.2
ExaptationA trait that evolved for one use and was later borrowed for another.p.79
ExhaustiveCovering every possibility. With “two exhaustive categories”, everything must fit into one or the other.p.89
ExodusA mass departure, when many people leave a place.p.46
ExponentiallyBy the same factor at every step, so the change builds up very fast.p.77
ExternalityA cost or benefit that falls on outsiders and is not reflected in the price. Pollution is a negative externality.8.1
FacileToo easy, shallow.p.25
FacilitateTo make easier.p.88
FactorA commission agent, a middleman who sells goods for producers.p.27
Falsifiable / testableA claim is scientific only if some observation could prove it wrong. The Milankovitch theory was “untestable” until dating methods appeared (p.67).F6
FalsifyTo show, with evidence, that a claim is false.p.80
Family wage economyA household plan in which every member, children included, earns money for a shared budget.p.26
Far-flungSpread over great distances.p.19
FastTo go without eating.p.94
FathomableAble to be understood.p.61
Feme soleA woman, unmarried or widowed, who kept her own legal identity. She could own property and make contracts.p.21
FertileAble to reproduce, or have young.p.86
FibrilsTiny fibres. Here, they are the collagen threads in bone.p.81
Fibro-lamellar boneBone that forms fast, with its fibres laid in a haphazard, woven pattern.p.81
First LadyThe President’s wife. The role is unofficial but very visible.p.18
FluctuationRising and falling.p.96
ForageTo search for and gather food.p.94
ForelimbsThe front limbs, such as arms or wings.p.79
ForerunnerSomeone who came earlier and led the way, a precursor.p.25
FormidableSo difficult that it seems frightening.p.49
FosterTo encourage or promote. Here, it happened without anyone meaning it to.p.90
Free fallMoving under gravity alone, so that things feel weightless.p.65
From withoutAs an outsider, from the outside.p.34
FrugivoreA fruit eater. Compare a herbivore, which eats plants, an insectivore, which eats insects, and an omnivore, which eats a mixed diet.p.83
Gainful employmentPaid work, as opposed to unpaid work in the home.p.12
Gender consciousnessWomen’s awareness that they share interests as women.p.5
Gender ideologyShared beliefs about the proper roles of men and women. One example is the man as the “breadwinner”, earning a “family wage”.p.14
Genotype / phenotypeThe genotype is an organism’s genetic makeup. The phenotype is the traits you can observe in it.8.6
Geologically activeStill changing from the inside, through things such as volcanoes and quakes.p.75
GPUA graphics processing unit: a chip that runs many calculations at the same time, which makes it ideal for training AI.8.5
GradientA gradual change across a distance.p.75
Grassroots activismPolitical action organised by ordinary people at the local level, not by party leaders.p.26
Guaranteed loanA loan that a third party, here the government, promises to repay if the borrower cannot.p.55
GuildA medieval or early-modern club of craftsmen or merchants that controlled training, quality, and who could join a trade.p.9
HaloThe roughly round region around a galaxy’s disc.p.70 p.76
HaphazardlyAt random, without any order.p.81
Head of householdThe person, presumed to be a man, listed as in charge of a household.p.12
HeadlandA rocky point of land that sticks out into the sea and takes the full force of the waves.p.85
HegemonyWhen one state, or one class, dominates the others. A “hegemon” is the leader that sets the rules.8.3
HeliocentrismThe model of the solar system with the Sun at the centre.8.2
HierarchicalRanked, with some people holding more authority than others.p.42
HistoriographyThe history of how historians have interpreted a subject. “The historiography of the 1920s” means the series of scholarly views on the 1920s.F5 p.27
Home rangeThe area an animal normally travels in.p.93
Human capitalThe skills, education and experience that make a worker productive. Schooling and training are “investments” in it that should raise pay later.p.9
HybridizationMating between members of different species or varieties.p.86
HypothalamusA small region at the base of the brain. It controls hunger, temperature, hormones and the body clock.p.62
Hypothesis vs theoryA hypothesis is a proposed explanation that can be tested. A scientific theory is a broad explanation that has been well tested, such as evolution or gravity. It is not a “guess”.F6
IdeologyA system of beliefs that explains or justifies how a society is arranged, for example the “ideology of domesticity”.F5 p.23
Ideology of domesticityThe belief that a woman’s proper place, and her fulfilment, lie in home, marriage and motherhood.p.10
IdiosyncraticPeculiar to one person, and not explained by any general pattern.p.18
ImmunityProtection against a disease that comes after catching it or being vaccinated.p.90
ImpactorA body that hits another body.p.74
ImpedeTo hold back or get in the way of.p.57
ImpenetrableImpossible to get through.p.77
ImperialismSpreading power over other peoples through colonies, conquest or control of their economies.8.3
ImpingeTo have an effect on something, or to intrude on it.p.47
IncipientJust beginning, at an early stage.p.79
IndignitiesTreatment that humiliates someone.p.50
Indirect interactionAn effect passed through a chain of other species, not by direct contact.p.97
Individualism vs collectivismThe US is the world’s most individualistic culture, the land of the “self-made man”. Many Asian, African and Latin societies define the self through family and group (p.22 and p.31).F4
InducedBrought about or caused.p.87
Industrial censusA government survey of what factories produce.p.57
Industrial home work (outwork)Manufacturing work done at home, paid by the piece, often with children helping.p.26
InferTo work something out from evidence, without seeing it directly.p.73
InstrumentalUsed as a tool to get something done.p.44
Intelligent designThe claim that life’s complexity shows a designer. US courts have ruled that it is religion, not science.8.2
Interest groupAn organised group that pushes for shared aims, often economic ones.p.44
IntermediaryA go-between organisation.p.55
IntermediateIn between two types. Here it means neither fully warm-blooded nor fully cold-blooded.p.81
IntersectionalityHow overlapping identities such as race, class and gender combine to shape a person’s experience. Kimberlé Crenshaw named it in 1989.p.15
Intertidal zoneThe strip of shore that is under water at high tide and uncovered at low tide.p.95
IntrinsicallyBy its very nature.p.22 p.76
InundateTo flood.p.95
InvertebrateAn animal without a backbone, such as an insect, a worm or a squid.p.84
IsolationismA policy of staying out of alliances and foreign wars.8.3
JurisdictionWhich government or court has authority over a place or a case.F2
Keystone speciesA species whose effect on its community is far bigger than its numbers would suggest.p.85
LactationMaking milk. Also, the nursing period.p.94
Land tenureThe system of rights that decides who holds land, and how.p.36
Large language model (LLM)An AI trained on huge amounts of text to predict the next word, which lets it write and answer questions. ChatGPT, Gemini and Claude are examples.8.5
LiberalismClassical liberalism stands for individual rights, limited government and free markets. It is linked with John Locke and J.S. Mill. In US politics today, “liberal” means left-of-centre. Do not mix the two up.F4
lithographicaNamed after Solnhofen’s fine limestone, which was used for printing from stone, a method called lithography.p.80
LocaleA particular place.p.98
LocomotionMovement. How much mice run around is the standard lab measure of stimulation.p.60 p.93
LudditeSomeone who opposes new technology. The name comes from the English workers who broke machines in 1811–16.8.5
LuminosityThe total amount of light something gives out.p.71
Luminous matterMatter that gives off light, such as stars and glowing gas.p.68
Machine learningSoftware that learns patterns from data instead of following rules written by hand. Deep learning uses neural networks with many layers.8.5
MAD (mutually assured destruction)Nuclear deterrence. Neither side attacks, because both would be destroyed.8.4
MagnifyTo make bigger or brighter.p.76
Manifest DestinyThe 19th-century belief that the US was destined, even ordered by God, to spread across North America.8.3
MantleThe dense rocky layer under the crust.p.74
MarginalisationPushing a group out to the edges of power or of economic life.p.51
Maternal strategyHow a mother shares out her energy and time in raising her young.p.94
Maternity insuranceState-funded support for mothers around the time of childbirth.p.30
MatrilinealTracing family descent through the mother’s line.p.39
McCarthyismReckless accusations of disloyalty made without proper evidence. It is named after Senator Joseph McCarthy.8.4
Means of productionThe land, tools, factories and capital used to make goods. Marx defined class by whether you own them.p.15
MegafaunaLarge animals, weighing over about 45 kg.p.43
Metabolic processesThe body’s chemistry for breaking down food and building tissue.p.59
Metabolic rateHow fast an animal uses energy.p.93
MetaphorDescribing one thing as if it were another, such as calling the brain a computer.p.61
MeteoriteA space rock that reaches the ground.p.66
MethodologyThe method or type of evidence a scholar uses.p.4
Micro-wearScratches and pits, too small to see without a microscope, that chewing leaves on teeth.p.83
MilitantReady to confront others aggressively.p.48
Military–industrial complexThe combined influence of the armed forces and the arms industry. Eisenhower warned about it in 1961.8.4
Mill girlsYoung New England women who worked in the Lowell textile mills in the 1820s–40s.p.11
MineralizedHardened with minerals, as bone, teeth and shell are.p.84
MitochondriaOrganelles that make ATP by cellular respiration. They have their own DNA, which is passed down only from the mother.8.6
Mitosis / meiosisMitosis divides a cell into two identical body cells. Meiosis makes four sex cells, each with half the chromosomes.8.6
MobiliseTo organise people to act together.p.44
Model / simulationA computer model works out what should happen under a set of assumptions. Examples are the meteor stream “pipe” (p.69) and asteroid collisions (p.72).F6
MonolithOne single large block of stone.p.72
Monroe DoctrineThe 1823 policy that told Europe to stay out of the Americas. Later it was used to justify US intervention there.8.3
Moore’s lawThe observation that the number of transistors on a chip doubles about every two years.8.5
Moral hazardTaking bigger risks because someone else will bear the cost, as when banks expect a bailout.8.1
MorphologyThe shape and build of a body.p.92
MortalityDeath, or the death rate.p.96
Mortality rateHow many deaths there are for a given number of people.p.53
mRNAMessenger RNA. It carries a gene’s instructions to the cell’s protein-making machinery.8.5
MuckrakerA journalist who exposes corruption and social wrongs.p.26
MutationA change in a gene’s DNA.p.87
MyrmecophagousFeeding on ants and termites.p.93
NaiveHere, inexperienced. It is a technical term, not an insult.p.88
NatalRelating to birth. A natal stream is the stream where the fish was born.p.98
Natural selectionThe process by which inherited traits that help living things survive and reproduce become more common.p.87
NebulaA cloud of gas and dust.p.70
NecessitateTo make necessary.p.93
Nesting successThe share of nests that produce young.p.99
Network effectsWhen a product becomes more valuable as more people use it, as with phones and social media.8.5
NeuroscientistA scientist who studies the brain and nervous system.p.87
New DealFDR’s programmes of the 1930s for relief, recovery and reform (see Foundation 1).p.18
NicheA species’ role and way of life in its environment.p.92
Non-Aligned MovementCountries that refused to join either side, or bloc, in the Cold War. It was led by India, Yugoslavia, Egypt, Indonesia and Ghana.8.4
Non-avianNot a bird. “Non-avian dinosaurs” means all the dinosaurs other than birds.p.80
NonexpertA teacher who comes from a neighbouring field.p.56
Nontarget speciesSpecies that a control method is not meant to affect.p.97
NoxiousHarmful or unpleasant.p.88
Nuclear familyParents and their children only, unlike an extended or joint family.p.31
Nuclei (in the brain)Clusters of neuron cell bodies. This is not the nucleus of a cell or of an atom.p.62
ObsolescenceBecoming out of date.p.46
Occupational segregationMen and women, or other groups, working in different jobs.p.9 p.51
Officer vs enlistedOfficers are the commanders. Enlisted men are the ordinary soldiers.p.53
OpportunisticallyBy grabbing chances when they come up, not by specialising.p.99
Oral historyRecorded interviews with eyewitnesses (p.4).F5
OrganelleA small, specialised structure inside a cell.p.89 8.6
PacemakerHere, an internal timekeeper that sets a rhythm.p.95
Paleo-IndianThe earliest people to live in the Americas.p.43
Pan-AfricanismUnity among people of African descent all over the world.p.50
ParalysisLosing the ability to move muscles.p.90
ParasitizeTo live on or in a host and harm it.p.97
Parlor carA luxury railway carriage for daytime travel, with individual seats.p.49
ParticulatesFine particles in the air, such as ash or sulphate droplets.p.67
PartisanLoyal to a political party.p.6
PatriarchalismThe political theory that a ruler’s power is like a father’s.p.25
PatriarchyA social system in which men hold the main authority in the family and in society.p.21
PaucityScarcity, or a small amount.p.97
Peak activityThe time of day when a gene is most active.p.62
PeriodicRecurring, or coming back, at regular intervals.p.95
PeriodicityRegular repetition at fixed intervals.p.67
PeriodizationHow history is divided into eras, such as the “Renaissance” or the “Progressive Era”. Feminists asked whether these eras mean the same thing for women (p.23).F5 p.23
PerpetuateTo keep something going.p.85
PersonhoodWhat a culture counts as a “person”.p.22
PerturbedDisturbed or pushed off a regular path.p.69
Perversion (of truth)Distortion: a twisting of the truth.p.34
PhosphaticMade of calcium phosphate, the mineral in bones and teeth.p.84
PhotonA particle of light.p.77
PhotosynthesisUsing light to turn carbon dioxide and water into sugar, giving off oxygen.8.6
PhysiologyHow a living thing’s body works, such as how it uses energy, controls its temperature and grows.p.81
Piece ratePay for each item made, not for each hour worked.p.9
PigmentA substance that gives colour.p.100
Plaintiff / defendantThe plaintiff is the side that sues. The defendant is the side being sued. A case is named “Plaintiff v. Defendant”.F2
PlausibleReasonable and believable.p.82
Plenary powerComplete authority: full power, with no conditions attached.p.35
Political affiliationBelonging to a party, or siding with one.p.20
Political rhetoricPublic language meant to persuade, such as wartime propaganda.p.4
PosteriorAt the back end. Its opposite is anterior, at the front.p.84
PosterityFuture generations.p.34
PostulateTo suggest or assume something as a starting point for an argument.p.84
Precedent / doctrineA rule from earlier cases that later courts follow, for example the “Winters doctrine”.F2
PrecursorA substance from which another is made. Tryptophan is a precursor of serotonin.p.59
Predator–prey dynamicsHow hunters and the animals they hunt affect each other’s numbers and behaviour.p.82
PrefigureTo hint at something before it happens, to foreshadow.p.29
PreindustrialFrom the time before factories.p.40
PreliminaryComing first, to prepare for what follows.p.91
PreponderanceThe greater part, or the majority.p.46
PrerequisiteSomething that must be in place before something else can happen.p.35
PrimacyBeing first or highest in authority.p.35
Primary vs secondary responsibilityPrimary means the main cause. Secondary means a contributing cause.p.43
Primary vs secondary sourcePrimary sources were made at the time: letters, diaries, census records, wills, court records and newspapers. Secondary sources are later interpretations, such as books by historians.F5
Primary vs secondary sourcesSee Foundation 5.p.17
PrimordialExisting from the very start, and basic.p.44 p.71
PristineUntouched, still in its original condition.p.98
Private property (fee simple)Exclusive ownership: the owner can keep others out. The owner can also sell it or pass it on to heirs.p.41
Procreative labourHaving and raising children, seen as work.p.8
Progressive EraA US reform period, usually dated about 1890–1920. It responded to industrialisation, poverty in cities and corruption.p.26
PropagandaMaterial spread to promote a cause. Here it means the Whig party’s own publicity.p.6
ProtogalaxyA galaxy that is still forming.p.70
Proximate causeThe immediate, direct cause, not an underlying or distant one.p.91
Proxy warA war in which one or both superpowers back local sides instead of fighting each other directly. Examples are Korea, Vietnam, Afghanistan and Angola.8.4
PsycheThe mind or personality.p.31
PsychoactiveAffecting the mind or behaviour.p.60
Public discourseSpeech and writing that is published or made in public.p.23
Public lands / withdrawalPublic lands are land owned by the federal government and open to private claims. A withdrawal takes land out of that pool for a particular purpose.p.33
Public vs private sphereThe public sphere is politics and work. The private sphere is home and family.p.17
Putting-out systemThe pre-factory system: merchants gave workers raw materials at home and paid them for each finished piece.p.9
Quakers (Religious Society of Friends)A Protestant group founded in 1650s England. It is known for the “Inner Light”, the spiritual equality of women and men, pacifism and early opposition to slavery.p.21
QuantitativeBased on numbers and statistics.p.29
RecantTo take back a belief or statement in public.8.2
ReceiptsAll the money that businesses take in.p.55
ReciprocityGive-and-take: duties that run both ways.p.41
RecognitionFormal acceptance of a union as the group that bargains for the workers.p.49
RecollectTo consciously remember.p.63
ReconcilableAble to be made to fit together.p.52
ReconstructionA map made later, pieced together from indirect evidence.p.36
RecurringHappening again and again.p.96
RegimentAn army unit of about 1,000 soldiers.p.53
RelicSomething that survives from an earlier time.p.70
RemedyTo fix or cure.p.91
RenegadeGoing against the usual view, outside the mainstream.p.70
ReplenishTo fill up again.p.94
Reproductive compatibilityThe ability to mate and have young together.p.86
Republican motherhoodLinda Kerber’s term for the idea, after the Revolution, that mothers served the nation by raising virtuous citizens. The idea justified educating women.p.24
RepublicanismAn 18th-century set of ideas: a republic survives only if its citizens have civic virtue.p.24
Reserve currencyA currency that central banks keep in large amounts and that is widely used in world trade. Today this is mainly the US dollar.8.3
Reserved rightA right kept by, or set aside for, someone when land was granted or reserved.p.33
RespectiveBelonging to each one separately.p.89
RestrictiveToo narrow, so that it leaves out cases that should be included.p.86
RevisionistA new interpretation that overturns the accepted one. In academic writing the word is neutral, not an insult. The sequence is “orthodox” or “traditional”, then “revisionist”, then “post-revisionist”, a synthesis.F5 p.47
Revolution vs rotationRevolution is going around something, as in an orbit. Rotation is spinning on one’s own axis.p.65
RivetingGrabbing and holding attention.p.20
Rotational velocityHow fast stars and gas orbit a galaxy’s centre.p.68
SanitationClean water and getting rid of sewage.p.90
SecularizationThe decline of religion’s influence over public life. Max Weber called the modern age the “disenchantment of the world”.8.2
Sedentary suspension feederAn animal that stays in one place and filters bits of food from the water, like a clam.p.84
Self-regulatingKept in check from within, by the population itself.p.96
SemanticsMeaning.p.61
SeniorityJob rights, such as protection from being laid off, based on how long a worker has served.p.14
Service sectorWork that provides services, not goods, such as sales, office work, domestic and personal service.p.11
Settlement houseA community centre in a poor immigrant neighbourhood. Middle-class reformers lived there and offered services. An example is Hull House in Chicago, opened in 1889.p.26
Sex-typed jobA job seen as suitable for only one sex, as in “women’s work” or “men’s work”.p.11
ShroudA covering that wraps around something.p.69
SimulateTo imitate a process with a model.p.61
Social DarwinismThe misuse of Herbert Spencer’s phrase “survival of the fittest” to justify inequality, laissez-faire economics and racism. It is not Darwin’s biology.F4
Social history / “history from below”History that started in the 1960s–70s. It studies ordinary people, such as workers, women, slaves and immigrants, rather than kings and presidents. It often uses quantitative data, such as census figures and election returns. Economic history done with statistics is called “cliometrics”.F5
Social typeA person who is typical of a group or generation.p.18
SocialismSociety or the state owns or controls the major industries, to reduce inequality. It ranges from democratic socialism, with elections and a welfare state, to revolutionary forms.F4
Socio-cultural systemThe way a society is organised, taken together with its culture.p.39
Socioeconomic classA person’s position in society, measured by income, job and education.p.13
Socioeconomic status (SES)One measure that combines income, education and job.p.15
Soft powerInfluence that comes from attraction, through culture, values and institutions, rather than from force or payment.8.3
SolidarityUnity behind a shared purpose.p.48
SovereigntyThe highest authority over a territory. Tribes are “domestic dependent nations” with limited sovereignty.F2 p.33
SpawnOf fish: to release eggs and sperm, or to breed.p.98
SpeculateTo form a theory without firm evidence.p.88
StagflationInflation together with a stalled economy and high unemployment.8.1
Status quoThe way things already are.p.52
Status vs economic standingStatus is a person’s position compared with others, here compared with men. Economic standing is a person’s own income or wealth, not compared with anyone.p.13
Statute / legislationA law passed by a legislature. Courts decide what statutes and treaties mean.F2
Stem cellA cell that has not yet specialised and can develop into other types of cell.8.6
StereotypeA fixed, oversimplified image of a group.p.28 p.37
StochasticRandom, ruled by chance.p.91
StockyShort and solidly built.p.92
StrayTo wander from the usual path. Here, to spawn in a stream other than the natal one.p.98
StrewnScattered about.p.38
Stumbling blockAn obstacle, here one that stands in the way of accepting a hypothesis.p.60
SubcellularSmaller than a cell, or inside a cell.p.89
SubsequentFollowing, or later.p.99
Suffrage / franchiseThe right to vote. To “enfranchise” someone is to give them the vote.p.5
SuperluminalFaster than light.p.77
SuppressTo hold down or keep in check.p.85
SusceptibleEasily affected or harmed, for example by disease.p.100
SympatricLiving in the same area. Compare allopatric: living in separate areas.p.92
SynchronisedKept in step.p.62
Synonymous withThe same as, or equal to.p.79
SyntaxThe rules of form: how symbols are arranged.p.61
SystematicFollowing a regular, orderly pattern.p.75
TabooA ban set by a culture’s customs.p.34
Take precedenceTo rank above something else, or override it.p.41
TaphonomyThe study of what happens to remains between death and becoming fossils.p.82
Tax revenuesThe money a government collects from taxes.p.57
TenaciouslyFirmly, refusing to let go.p.7
TensionThe pulling force carried by a string or rope.p.65
TerrestrialOf or from Earth.p.66
TerritorialBefore statehood.p.28
TerritorialityA group’s claim to an area, and its defence of that area.p.36
TestableAble to be checked against evidence. See “falsifiable” in Foundation 6.p.67
TheropodThe group of mostly two-legged, mostly meat-eating dinosaurs, such as T. rex and Velociraptor. Most palaeontologists now think birds descend from them.p.80
ThesisThe main argument.p.53
Third WorldAt first, in 1952, the countries in neither the Western nor the Soviet bloc. Later it was used loosely for poorer nations. Today “Global South” or “developing countries” is preferred.8.4
Trade unionismOrganising workers into unions.p.10
TributeGoods that conquered peoples must pay to the ruling state.p.16
TsaristUnder the Russian emperors, called tsars, before 1917.p.30
UnambiguousClear, with only one possible meaning.p.85
UndermineTo weaken the base or support of something.p.73
UnequivocalClear, with no doubt and no exception.p.27
Unicellular / multicellularMade of one cell / made of many cells.p.89
UnilateralDone by one side alone, without the other side’s consent.p.35
Unipolar / multipolarUnipolar means a world with one dominant power. Multipolar means a world with several great powers competing.8.3
UplandHere, the drier ground around a wetland.p.99
UsufructThe right to use land or what it produces, without owning it outright.p.41
UtilityUsefulness.p.83
VascularizedSupplied with blood vessels.p.81
Venture capitalMoney put into young, high-risk companies in exchange for a share of ownership.8.1
Vertical / horizontal integrationVertical integration means owning each stage of your own supply chain, as Carnegie owned mines, railways and mills. Horizontal integration means buying competitors at the same stage, as Standard Oil did.8.1
VindicatedShown to be right.p.43
Voting blocA group that votes together as a unit.p.5
WaterfowlDucks, geese and swans.p.99

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