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Bursons Condensed

BURSONs Condensed
  1. Chapter 1: The Meeting of Three Cultures
  2. 2. Colonial America & the Revolution
  3. 3. The Creation of a New Government
  4. 4. The U.S., 1789-1824
  5. 5. U.S. 1824-1848
  6. 6. The Civil War and Reconstruction
  7. 7. U.S.: 1877-1890
  8. 8. 1890s: Populism, Race & Foreign Policy
  9. 9: Notes, Progressive Movement & the 1920s
  10. 10. WORLD WAR I
  11. 11: Notes, The Great Depression & the New Deal
  12. 12. World War II



Chapter 1: The Meeting of Three Cultures

Learning Objective:  Understand how Western Europe emerged from the medieval 
period into the modern era.

12th century: Several simultaneous developments began to change Western 
Europe: 

1) The breakdown of the political system of feudalism & the replacement of 
this system with the concept of the nation state. 
2) The weakening of the economic system of the middle ages�manorialism�and 
the development of capitalism. 
3) The development of scientific principles and their application of the 
these principles to society as a whole � the Renaissance & the concept of 
humanism. 
4) The Reformation.

These events were intertwined. Feudalism was the political system of the 
Middle Ages. It was a system of local government that developed in the 
absence of an organized state. Beginning in the 9th century after the death 
of Charlemagne, local nobles established control over their immediate region �
 the largest of these encompassing several hundred square miles. The smaller 
landholders accepted the count's protection by becoming his vassal. The count 
was his lord. In return for the lord's protection, the vassal would provide 
men for combat, give the lord food and services, and give him advice in his 
court. 
During the medieval period a feudal lord would try to tie his subjects' 
loyalty to his family so that when he died his heirs would be able to rule 
without discontent. To accomplish this goal he took actions that developed 
the concept of nationalism, with the prince representing the state. During 
the feudal period, loyalty was individual � a subject swore an oath to his 
liege lord. Monarchs replaced this individual loyalty with a national 
loyalty. To rebel against your prince was not just violating an oath of 
allegiance, it was treason, and all the resources of the state would be 
brought to bear against you.
Monarchs wanted the power of the nobility reduced so that theirs could 
increase. During the feudal period a ruler had to share power with the 
nobility because he needed military assistance. The horseback mounted knight 
was the key to military success. But technology, and after the plague of the 
1300s, an increase in the European population, changed this method of 
warfare. The development of the longbow, massed infantry with pikes, and 
later, muskets and cannon, destroyed the military power of the nobility. On-
the-other-hand, the infantry needed to be paid and fed. Often they were 
mercenaries. The burgeoning middle-class had the capital that the king needed 
to fight his wars and conduct his royal business. The development of the 
middle class reduced the economic and political power of the nobility and 
correspondingly increased the power of the king and the nation.
As nationalism increased the power of the Catholic church decreased. During 
the middle ages the Church had become the largest land holder in Europe. With 
political loyalty during the feudal period based on personal relationships, 
many church bishops were also powerful lords. When the concept of nationalism 
developed this condition could not be allowed to continue�a person had to 
have a primary allegiance to either the church or the nation. In every nation 
the church was subjugated to the State. For example, in England, King Henry 
VIII solved this problem by becoming the head of the Church. In Spain the 
church and the government worked together to establish a national consensus. 
In France, a bitter civil war resolved the issue. 
Before capitalism could develop, Europe had to develop a surplus in both food 
and population � the entire population could not be engaged in food 
production. The invention of a more efficient plow, the horse collar, the 
horse shoe, and later, the replacement of the horse with oxen to pull plows 
all increased production (oxen are twice as efficient as horses). The three 
field system, and the planting of more beans (a source of protein for people, 
and nitrogen for the soil) increased nutrition. The new methods of production 
caused new lands to be put under the plow and helped increase the population 
of Europe.
This increase in population lead to a gradual emancipation of the serfs. 
Serfs moved onto new lands with the understanding that a reward for doing 
this extra hard work would be gradual emancipation. The increase in 
population and food also led to an increase in internal commerce. For 
example, raw wool would be sent from England to Flanders, made into cloth, 
and sold to Germans in exchange for iron and lumber. Italian merchants would 
sell eastern goods in Europe and wool to the East. During the middle ages 
Venice had continued to trade with the East. The Crusades established Genoa 
and Pisa as commercial centers. By the end of the l2th century long range 
trade between the East and the West through the Mediterranean Sea was common. 
Goods were also exchanged through the caravans across the Sahara.
Beginning in the 13th century, merchants began to attend fairs to exchange 
goods. Towns also began to grow to provide this function. With the increase 
in trade the circulation of money greatly expanded. Because trade was so 
risky the Italians developed the ideas of the joint-stock-company and letters 
of credit. The emergence of a money economy helped to transform medieval 
society. Increasingly the peasant became a tenant farmer instead of a serf.
As early as the l3th century some of the characteristics of capitalism were 
in place in Western Europe: the concentration of wealth in the hands of 
investors; the profit motive; the acquisition of wealth from the investment 
of capital rather than from land; and, an increase in trade. Beginning in the 
15th century labor became a purchasable commodity and modern capitalism truly 
began. During this period labor became specialized, and production became 
standardized. For example, one woolen cloth manufacturing firm in Florence 
had twenty different types of laborers to turn out a finished product. With 
excess capital available, banking became a profitable industry, and lending 
money to kings increased the power of the capitalists and weakened the power 
of the nobility. Lending money to kings was often risky business since the 
kings would often renege on their debts.
By the l5th century money had replaced land as the most important source of 
wealth, but noble birth was still the main determinant of one's social 
status, regardless of wealth.
________________________________________
Learning Objective:
Understand the Iberian phase (1500-1600) of Western European expansion. 
Portugal took the lead in overseas expansion in the fifteenth century. 
Portugal's small size and its location on the Atlantic coast oriented it 
toward the Atlantic rather than toward Europe. Lisbon was on the route of the 
Genoese and Venetian sea traffic with Flanders that sailed through the 
Straits of Gibraltar, and many Italian captains and pilots were in the 
Portuguese navy. Their superior knowledge of navigation helped the Portuguese 
lead the way. Prince Henry the Navigator (1394-1460) began sending ships down 
the coast of Africa in search of gold. By 1460 the African coast had been 
explored down to Sierra Leone, and a number of coastal stations had been 
established.
European trade with the East was controlled by the Moslems. Therefore, with 
the exception of the Venetians, who profited as middlemen, the Europeans 
eagerly sought a new route to the East Indies and its spices. Prince Henry 
had not thought of India when he first began his operations, but as the 
Portuguese reached father down the coast it was natural that India would 
become their ultimate goal.
It was the advanced navigational knowledge of the Portuguese that caused them 
to reject Christopher Columbus in 1484 when he came to them and proposed 
reaching India by sailing west. By the l5th century people knew the world was 
round. The question was the size of the Earth and what precise relationship 
its continents bore to the oceans. Columbus had concluded that less than 
3,000 miles of ocean separated Europe from Japan instead of the 9,000 miles 
that actually exist. Accordingly, he believed that the shortest and easiest 
route to Asia was across the Atlantic. The Portuguese were convinced that the 
globe was larger than Columbus held, that the oceans were wider, and that the 
shortest route to the Orient was around Africa rather than across the 
Atlantic. The Spanish lacked the experience of the Portuguese and in August 
1492 they allowed Columbus to sail westward with three small ships manned by 
reliable crews with capable and seasoned officers. 
Ten weeks later Columbus landed at one of the Bahamian Islands. On December 
23, 1492 Columbus anchored off the island of Hispaniola and 1,000 Arawak 
Indians canoed out to inspect Columbus's flagship, the Santa Maria. The 
Spanish sailors stayed up all night trading beads, brass bells and even 
shoelace tips for gold. By the night of the 24th the entire crew of about 50 
sailors was exhausted from their trading and partying the night before. The 
cabin boy was given the helm and everyone else, including Columbus went to 
sleep. Around midnight the ship hit a reef which ripped out the bottom of the 
boat and caused it to sink. The dismantled wreck was used to build a fort at 
Navidad. Thirty-nine sailors remained there when Columbus returned to Spain 
in early 1493. Columbus made three additional trips to the New World. 
Columbus' discovery did not directly benefit the Spanish until they conquered 
the rich Aztec Empire in Mexico in 1521, but it did prod the Portuguese to 
circumnavigate Africa and reach India by sea in 1498.
________________________________________
Learning Objective:
Understand why the Spanish and Portuguese influence in exploration and 
colonization declined and England rose to take their place.
In the period between 1600 and 1763 Spain and Portugal were overtaken and 
surpassed by the powers of Northwestern Europe � Holland, France, and 
Britain. The countries of Northwestern Europe were to dominate the world � 
politically, militarily, economically, and to a certain degree, culturally � 
until 1914. The domination of the world by Northwestern Europe did not 
actually materialize until after 1763. But it was during the years between 
1600 & 1763 that the basis for domination was laid. The British gained their 
first foothold in India, the Dutch drove the Portuguese out of the East 
Indies, all the northwestern powers set up stations on the coasts of Africa, 
and the French and British became the masters of North America above the Rio 
Grande and controlled much of the commerce of the Iberian colonies to the 
south of it.
One reason for the Iberian decline was their involvement in the religious and 
dynastic wars of the 16th and 17th centuries. Spanish manpower and treasure 
were squandered by Charles V and Philip II to fight the religious wars 
against the Protestants, the recurring campaigns against the Turks, and the 
dynastic struggles against rival royal houses, especially the French. In 
waging these campaigns the rulers of Spain fatally overextended themselves.
A second reason for the Iberian decline was that they became economic 
dependencies of Northwest Europe. The economic dependence of the Iberian 
countries was a part of the general shift of the economic center of Europe in 
the late Middle Ages from the Mediterranean basin to the north. By the l6th 
century the Dutch controlled the Atlantic trade. In this new trade pattern, 
the dependent economic status of the Iberian states was evident in their 
exports, which were almost exclusively raw materials � wine, wool, and iron 
ore from Spain, and African gold and salt from Portugal. In return the 
Iberians received back their own wool, which had been manufactured abroad 
into cloth, as well as metallurgical products, salt, and fish. Thus the 
Iberian states, like the Italian, were declining at this time from the status 
of developed to underdeveloped societies relative to the burgeoning 
capitalist economies of Northern Europe.
In 1496 John Cabot sailed from England and discovered the Grand Banks � the 
sea off Newfoundland was teeming with fish. The regular supply of immense 
quantities of cod was a great windfall for a continent where many people 
lived near starvation for part of every year. 
Northwest Europeans supplied up to 90 percent of the manufactured goods 
imported by Brazil and Spanish America, as well as a high proportion of 
similar goods consumed in the Iberian peninsula itself. First the Dutch, and 
then the British, controlled most of the carrying trade with the Iberian 
colonies. The net effect of Spanish overseas enterprise was to fuel the 
booming capitalist economy of northwest Europe, while in the Iberian 
peninsula it provided just enough wealth to forestall the basic institutional 
reforms that were long overdue.
The economically backward Iberian states were able to take the lead in 
overseas expansion only because of a fortunate combination of favorable 
geographic location, maritime technology, and religious drive. But their 
expansion was not based upon economic strength and dynamism, which explains 
why the Iberian states could not exploit their new empires effectively. One 
reason for the decline was the great inflow of treasure which produced a 
sharp inflation. Prices and wages rose approximately twice as high in Spain 
as in northern Europe. The inflation penalized Spanish industry, making its 
products too expensive to compete in the international market.
At least as important as the price and wage inflation was the ruinous 
influence of the Spanish aristocrat, on the national economy and values. 
Although the aristocrats, together with the higher churchmen, comprised less 
than 2 percent of the population, they owned about 96 percent of the land. 
The nobility had all the social status and prestige. And because the nobility 
looked down upon careers in commerce as demeaning for any gentleman, this 
became the national norm. Consequently, the ambition of successful merchants 
was to acquire estates, buy titles, which were sold by the impoverished 
crown, and thus abandon their class and become hidalgos. As a result of these 
attitudes, the economic spurt that occurred in Spain in the first half of the 
l6th century ended in failure.
Protestant England under Queen Elizabeth I (r. 1558-1603) opposed Catholic 
Spain. For political and religious reasons the English supported the Dutch in 
their rebellion against Spanish control. Another cause of conflict between 
Spain and England was the English intrusion into the Spanish empire in 
America. The Spanish forbade foreigners trading with their colonies. In 1562 
the Englishman John Hawkins disregarded the law and picked up slaves in 
Sierra Leone and exchanged them in Hispaniola (Haiti) for hides and sugar. 
The profits were so great that Queen Elizabeth secretly invested in his 
second voyage. He followed the same procedure as before and returned with a 
cargo of silver that made him the richest man in England. The Spanish 
strongly protested this illegal trade, and on his third voyage in 1569 
Hawkins lost three of five ships to Spanish naval action, and he barely made 
it back to Britain. During the following decades Protestant sea captains 
visited the Spanish Indies as pirates and privateers rather than as peaceful, 
though illegal, traders. 
In 1581 Francis Drake took his ship through the Strait of Magellan, captured 
a Spanish treasure ship off the Pacific coast of South America, then sailed 
up to California and from there to the South Pacific Spice Islands and to the 
Cape of Good Hope; thus, when he returned to England after an absence of 
three years, he had circumnavigated the globe. The queen knighted Drake, and 
no wonder; his cargo of Spanish treasure was worth twice Elizabeth's annual 
revenue. In 1585-1586, with the official backing of his government, Drake 
took a fleet of 30 ships once more into the Caribbean to vandalize and 
plunder the Spanish. Formal war with Spain gave the Protestant powers the 
opportunity they needed to move openly into the Iberian colonies.
By 1586 Phillip II of Spain could put up with England's interference in 
Spanish affairs no longer and he began his plan to invade England. In July, 
1588 the Armada with a fleet of 130 ships and 30,000 men reached the coast of 
England. The English had as many ships as the Spanish and better guns and 
sailors. The English defeated the Armada, destroying, with the help of a 
storm, about half the fleet. The defeat of the Spanish Armada began the 
decline of Spain even though the war would drag on until 1604. In 1648 the 
Netherlands finally won their independence from Spain.
The French also joined the European race to colonize North America. In 1608 
Quebec was established. By 1680 French explorers had canoed from Lake 
Michigan to the mouth of the Mississippi. The land claimed by France was 
named Louisiana in honor of King Louis XIV.
________________________________________
Learning Objective:
Understand the Slave Trade 
Europe had a long history of contact with Sub-Saharan Africa through the 
Saharan caravan trade. The Saharan trade began in the third or fourth century 
AD when the Berbers of the Maghrib began using the camel to transverse the 
1,000 to 2,000 kilometers that separate the two edges of the desert.
From the above description, it is obvious that the economic motivation for 
the risky and expensive transSaharan trade had to be significant. And, indeed 
it was. Gold and slaves were the motivating factors for the trade. Other 
goods were imported from the Sudan � ivory, ostrich plumes, kola nuts � but 
these were insignificant when compared to the gold and slave trade. Ivory, 
for example, could be procured more efficiently from eastern Africa. 
Until the sixteen century and the exploitation of American gold, the Sudan 
was the paramount source of gold both for the Muslim world and for Europe. 
Estimates suggest that at the peak of the Sahara gold trade over a ton of 
gold reached the Mediterranean annually. In return for the Sudanese gold and 
slaves, the Berbers, and later, Arab traders, transported the goods of the 
Mediterranean and European world south. Much of the trade across the desert 
to the south was probably in luxury goods � books, paper, horses, tea, 
coffee, sugar, spices jewelry, perfumes, needles, scissors, and later, guns. 
These commodities had a high value to weight ratio in order to maximize 
profit.
Europeans, especially those in the Mediterranean basin, knew of the West 
African gold fields and were eager to exploit them. Portugal was the first 
nation to take advantage of the explosion in European maritime technology. By 
1490, the Portuguese had regular trade relations with the West African coast. 
Other European nations soon followed. 
Between 650 and 1600 about 2 million slaves were exported across the Sahara 
to the north coast of Africa and the Middle East. Millions more were taken 
from East Africa by Arab traders. This trade continued into the twentieth 
century. These slaves were often individuals who had been captured during 
warfare. In other cases, they were political exiles or criminals who were 
sold because their labor or special skills they had acquired had market 
value. In addition, the incidence of drought and famine caused the destitute 
to sell themselves or their children into slavery. These factors for 
enslavement would also hold true when the Europeans dominated the slave 
trade. Domestic African and Middle Eastern purchasers of slaves valued women 
more highly than men, since the social productivity of women (not only as 
domestics, concubines, and wives, but also as laborers) exceeded the economic 
productivity of men (as agricultural or artisan laborers). The highest priced 
slaves in the Middle East were eunuchs, which serves to accentuate the 
basically female orientation of slavery in that region. With the discovery of 
the Americas, and the expansion of the plantation system, men, not women, 
became the gender that was the most in demand for slavery. To understand 
slavery in the New World, one must first look at the European "world view" of 
labor during the "Age of Exploration. In sixteen century Europe agricultural 
labor was not "free," as we would define the term today. He still had to 
serve, to cultivate the land which was always controlled by a feudal 
overlord. He was free, but everywhere the state demanded taxes from him, the 
Church tithes, and the landlord feudal dues. 
In eastern Europe the system of serfdom was reestablished. Eastern Europe, 
like the New World, was being pushed into a colonial-like existence as a 
supplier of raw materials for western Europe. To insure an adequate labor 
supply for the production of these raw materials (primarily grain) the upper 
classes of eastern Europe abolished many of the freedoms the peasant classes 
had gained since the 13th century.
Europeans realized that the first European country that could first 
circumvent the Arab middle-men that controlled the access to the gold of 
subSaharan Africa would, in effect, control the specie that backed Europe's 
supply of money. Portugal was uniquely situated to be this country. It is 
located on the Atlantic, right next to Africa. Furthermore, the ocean and 
wind currents are such that it is difficult for sailing ships leaving port 
farther north than Portugal and southwest Spain to travel due south. Portugal 
had significant previous experience with long-distance trade throughout the 
Mediterranean basin. The Portuguese had established commercial connections 
with the Italian city-state of Genoa and this connection gave the state 
access to the capital necessary for expansion.
During the fifteenth century, Portugal was the most stable state in Europe. 
She knew peace when her potential rivals knew internal warfare. For a small 
state like Portugal expansion was the most likely route to the expansion of 
revenue and the accumulation of glory.Thus, Portuguese mariners went down the 
African coast looking for gold, not slaves. It was the discovery of the New 
World that made African slaves a valuable commodity. The availability of 
slaves for sale was an unexpected by-product of the gold trade. 
The Atlantic African slave trade began in 1442 when two captains of Prince 
Henry the Navigator took twelve African slaves to Lisbon. The Portuguese 
proceeded to ship thousands of African slaves to their homeland. Prior to the 
discovery of America, the plantation system had already been established on 
the Atlantic islands (the Azores, the Madereiras, the Canaries, the Cape 
Verde Islands, and S�o Tom�), and it was easy to transfer the system to the 
tropical climate region of the New World. 
________________________________________
Learning Objective: Understand why Africa was the major source of unfree 
labor for the New World. 
Why did the trans-Atlantic slave trade develop in sub-Saharan Africa and not 
elsewhere? The answer is primarily based on economics, not race. As indicated 
earlier, labor was unfree everywhere during this time period. It has been 
estimated that between one-half to two-thirds of all the immigrants to the 
British North American colonies came as indentured servants. Other races 
besides black Africans had been traditionally enslaved (the word slave itself 
probably comes from the fact that many of the slaves in the pre-Atlantic era 
were Slavs. In the Ottoman Empire all the members of the sultan's household, 
from highest field commander to humblest Janissary [foot soldiers], were 
slaves, recruited mainly from Christian peasant villages located in the 
mountainous wild west of the Balkan peninsula). 
Expansion involves its own economic imperatives. The ability to expand 
successfully is a function both of the ability to maintain relative social 
solidarity at home and the arrangements that can be made to use cheap labor 
far away (it being all the more important that it be cheap the further it is 
away, because of transportation costs). Europe needed a source of labor from 
a reasonably well-populated region that was accessible and relatively near 
the region of usage. But it had to be from a region that was outside its 
world-economy so that Europe could feel unconcerned about the economic 
consequences for the breeding region of wide-scale removal of manpower. 
Western Africa filled the bill best.
In 1510 the first shipload of African slaves was shipped to the New World. 
The venture was highly profitable, for there was urgent need for labor in the 
Americas, especially on the sugar plantations. Portugal dominated the trade 
in the sixteenth century, Holland during most of the seventeenth, and Britain 
during the eighteenth. The West African coast was dotted with about forty 
European forts which were used for defense against the rival trading nations 
and for storing slaves while awaiting shipment across the Atlantic.
Textbooks often show a map of African commerce with a typical triangular 
voyage. The first leg was from the home port to Africa, with a cargo 
including metal products, cloth, firearms, hardware, beads, and rum. The 
goods were bartered for slaves brought by Africans from the interior to the 
coast. The slaves were shipped across the Atlantic on the so-called "Middle 
Passage." The average death rate during the "Middle Passage" ranged from 10 
to 55 percent, depending on the length of the voyage, the chance occurrence 
of epidemics, and the treatment accorded the slaves. The final lap was the 
voyage home with the plantation produce such as sugar, molasses, tobacco, or 
rice.
Philip Curtin points out that the above model is too simplistic since "a 
variety of multilateral trading voyages was possible." For example, a "French 
ship might make the outward voyage to Africa, pick up a cargo of slaves, but 
sell it in Spanish America for bullion. The bullion in turn would find its 
way to the Compagnie des Indes for shipment to southern India in return for 
indigo-dyed cloth of a kind much in demand in Senegal. This cloth might be 
sold in Senegal � not for slaves, but for gum and for Senegalese cloth in 
demand further down the coast in Dahomey (Benin). The Dahomean slaves would 
be sold, in turn, in the New World, and variants of the same cycle could be 
played out again."
A large local supply of labor for the American plantations was not available. 
It was not through a lack of effort. From the beginning, the Spanish and 
Portuguese planned on using the Native Americans as an unfree work force. The 
Iberians were in desperate need of labor for their sugar plantations and 
mines and it could not be supplied from the Mother Countries, therefore 
several different systems of unfree labor were instituted. The mita system 
was built on the forced labor system of the Incas, and it required one-
seventh of the Native adult male population of the old Inca empire to work in 
the silver mines of Potos� every year.
The encomienda system allocated a chieftain and his people to a Spaniard. 
Amerindians had to supply labor, and later, cash tributes to their Spanish 
overlords. Both the Spanish and the Portuguese attempted to enslave 
Amerindians, but in the lowlands, where the plantations were located, most of 
the Native Americans died from European diseases. The population losses were 
rapid and are estimated as high as 90 percent for the Americas as a whole. 
On the Caribbean islands the natives were totally wiped-out. High Native 
American death rates were the case in North America too. For example, at the 
beginning of the eighteenth century one European estimated that in only fifty 
years smallpox and rum had reduced the number of Amerindians living within 
200 miles of Charleston, SC, by over 80 percent.
Estimates on the number of PreColumbian Native Americans vary from 30 to 100 
million. At the time of Columbus, Europe from the Atlantic to the Urals had 
only 80 million people, with Spain's population perhaps 7 million. While 100 
million may seem like too high an estimate, it is important to remember that 
the Americas had one-fourth of the earth's land surface and was rich in 
sources of food. It seems sensible to begin with the assumption that there 
were a lot of Americans in 1492.
________________________________________
Learning Objective:
Understand slavery in British North America.
In British North America the use of Indian labor was never a viable option. 
Indians were too few in number, and they were not organized into large 
agricultural groupings as were the Native Americans of Latin America. 
Partially because of the Enclosure Acts, Britain, unlike the Iberian 
countries, had a "surplus" population to ship to the New World. The Virginia 
company granted 50 additional acres of land for every new tenant an investor 
imported to Virginia. Such land grants were know as "headrights," since the 
land was apportioned per each "head" imported. The settler would then pay off 
his passage by working for the investor who paid his way (often by clearing 
the additional 50 acres). This is the beginning of the famous "indentured 
servant" system. So-called because the terms of contract were written in 
duplicate on a piece of paper in England. It would then be ripped-apart prior 
to the voyage with one half given to the servant and the other half to the 
owner's representative (often the ship captain). When the "indentures" on the 
ripped document matched, servant and master knew they had found each other. 
Usually the servant worked from four to seven years. From the master's point 
of view this was a good system. For four to seven years of labor he only had 
to pay out room and board and passage from England.
It cost a master between �10-�12 to bring over a servant. He would recoup his 
investment after only two or three years. In 1619 one Virginia master with 
six servants made a profit of �1,000. Unusual perhaps, but not impossible. 
For servants in early Virginia life was hard. First, there was a terrific 
mortality rate. The majority probably died after one year, and any servant, 
poor as he was to begin with, was in no position to protect himself from 
abuse. He had bound himself for a definite period of time. Running away, or 
disobedience, was severely punished, and almost always added time to one's 
contract. The government, including the court system, was controlled by the 
planter class.
Africans were first imported into British America at Jamestown in 1619 by a 
Dutch warship. Prior to 1660 the legal status of blacks is unknown � it seems 
that some were held as slaves and some were servants. Other blacks were 
either given their freedom or were able to purchase it. Only during the 1660s 
did the Virginia assembly begin to pass legislation that set up legal 
definitions of slavery. Historians are not certain why legal slavery did not 
develop earlier in Virginia, especially since the planters were in desperate 
need of labor. Richard Dunn has conjectured that it was because slaves were 
not available. The African slave trade was just beginning and the journey 
from Africa took 4-6 weeks longer to Virginia than it did to the Caribbean 
Islands where the demand for slaves was heavy. If traders sailing from Africa 
had a ready market in Barbados, why sail all the way up to Virginia? The 
slave traders may not have found the effort worth it.
Edmund Morgan has suggested that because of the high mortality rate in early 
Virginia, the extra cost of slaves over indentured servants was wasted money. 
Both slaves and indentured servants would die in two or three years, so the 
planters bought the cheapest labor. It was only when the mortality rate fell 
to acceptable levels in the 1650s that the advantage of life-long labor (and 
the labor of any offspring) caused the Virginian planters to move away from 
indentured servants to chattel slavery. Prior to the 1650s landless freemen 
where uncommon in Virginia and the other Southern colonies. In the last half 
of the seventeenth century the situation began to change as more of the 
indentured servants began to survive their term of labor. While some of them, 
after working out their terms, did manage to get land and begin the process 
of upward social mobility, many were never able to rise out of the servant 
class. If an individual did get land, it was likely to be marginal. Instead 
of becoming their own masters, many became tenant farmers on land owned by 
the person who had owned their indenture. For these reasons, Morgan concluded 
that Virginia's freemen were "an unruly and discontented lot." The problems, 
actual and anticipated, with this growing and dangerous class of free labor, 
may have been another of the reasons that Virginians switched from unfree 
English labor to unfree African labor.
________________________________________
Learning Objective:
Understand how the African slave trade was conducted.
Most slaves were employed on sugar plantations and producing this crop, 
before modern machinery, was very labor intensive. Planters estimated that 
they needed one worker for each acre cultivated. Although sugar must 
be "cured" as soon as it is cut to remove the plant's water (it begins to 
decompose as soon as it is cut), once concentrated, it had a long shelf life 
and a high value-to-bulk ratio. This means that it could be profitably 
transported from America to Europe.
In the seventeenth century the cost of slaves was low in Africa. So low in 
fact that Brazilian and West Indian planters believed that it was cheaper to 
work their slaves to death and buy new ones, than it was to raise them from 
birth. If a slave lived two years, a planter got his money's worth of labor. 
With the exception of the British North American colonies, this attitude, the 
prevalence of tropical diseases, and the high ratio of men to women, insured 
that the American slave population could only be maintained through the 
continued importation of more slaves. We do not know why the North American 
colonies were an exception to this rule. (It might have to do with the cost 
of slaves. Because the United States was so far north, it was on the 
periphery of the slave trade. It took months longer for ships to reach the 
American south from Africa than it did to reach Brazil. The death rate on the 
middle passage was as much as 50 percent higher, and therefore the cost of 
slaves would be more, perhaps making it more economically desirable to not 
work one's slaves to death). 
At the mouth of the Gambia River in the 1680s a young male slave sold for 
goods worth about �5.50. According to Philip Curtin "Five pounds sterling 
would have bought 17 trade muskets or 200 liters of brandy or 349 kilograms 
of wrought iron. The cost of slaves was so low because "the economic model 
for enslavement is one of burglary, not of production. In economic terms, the 
value of the slave is not a real cost [e.g. how much it cost to raise the 
slave to a saleable age] but an `opportunity cost.'"
If an African king captured a neighbor's village in war he was entitled by 
law and custom to enslave the inhabitants. The captives were "free" booty 
from the war and were essentially without cost to the king (assuming he was 
fighting the war for political objectives). While the women and young men 
might be kept as local slaves, keeping recent enemies of fighting age around 
was dangerous. The usual practice was either to kill the captive immediately 
or to sell him a distant point. We do not have enough evidence to know 
whether some West African wars were caused by the desire to capture slaves, 
or if the captives were simply a by-product of wars fought for other reasons.
Most Africans were sold into bondage by other Africans. There were several 
reasons for this. First, tropical diseases were extremely deadly to Europeans 
when they reached West Africa. Europeans wanted to get in and get out of the 
region as fast as possible. The sparse historical evidence available 
indicates that during a slave trading voyage it was not uncommon for the 
death rate to be higher among sailors than slaves. This high mortality rate 
precluded Europeans from sending expeditions ashore to capture slaves. This 
high mortality rate is also why the Europeans did not establish formal 
colonies in West Africa until the late nineteenth century, when modern 
medicine finally made the European death rate from tropical diseases 
politically and economically acceptable. 
Second, African leaders wanted to control the slave traffic. They wanted the 
profits they could achieve as middle-men, and they wanted to insure that the 
people sold into bondage were the ones they wanted to sell. By keeping the 
trade in their own hands, the African rulers who controlled the trade 
guaranteed that their subjects were not the ones sold into slavery (some 
exceptions to this rule are discussed below).
The third reason ties in with the first two. It was cheaper for the Europeans 
(who had a tremendous amount of capital tied up in their ships and trading 
goods) to pay Africans for slaves rather than spending the time and resources 
in capturing them themselves. To the slave-ship owner, slaves were a 
commodity (like sugar, tobacco and textiles) to be transported. It was 
someone else's job to get the commodity to the dock. 
The corrupting influences of the slave trade affected Africans as well as 
Europeans. Many African societies sold condemned criminals into the slave 
trade. Such prisoners also included political opponents of the king and his 
friends. In some societies an adulterer could be sold to the profit of the 
husband. It was not unknown for a husband to use a young and attractive wife 
to snare a victim. If the police power of a region was weak, bands of young 
men would raid well away from their own village trying to pick up individuals 
or small groups that were unable to defend themselves. In southeastern 
Nigeria people were "sacrificed" to important oracles � they were not killed 
but were sold into slavery. 
Higher slave prices meant that slaves could be taken farther away from the 
coast. All the costs of slavery � guards, food, taxes and tribute paid to 
different rulers for protection � increased the farther inland one went. At 
peak prices slaves came from as far as 1,000 miles from the African coast.
The total African slave trade took about 28.7 million Africans from their 
homes over a period of centuries (650-1920). Out of this total, 12 million 
were involved in the Atlantic trade (the others were taken through the Red 
Sea, from the Swahili Cost, and across the Sahara). An additional two million 
West Africans were killed in the course of enslavement, and an estimated 4 
million became slaves within Africa. In 1700, West Africa had an estimated 
population of 25 million. Prior to 1650, the trade was rarely more than 
10,000 per year. From the late seventeenth century to the 1750s, driven by 
the growing demand of the sugar plantation system, slave prices began rising 
at an average rate of 2 percent per year and this increase drove up the 
number of slaves shipped. In the peak decades of the 1780s and 1790s the 
trade averaged 100,000 slaves a year. 
Historians are not sure of the impact of slavery on West Africa, but some 
speculations can be made. If warfare was initiated for the primary purpose of 
capturing slaves (something that historians are unsure of) it would have 
disrupted the social and economic fabric of the region. Some ethnic groups 
(e.g. the Aja in the Bight of Benin) lost substantially amounts of 
population. Since the Atlantic trade shipped twice as many men as women for 
economic reasons, a surplus of women developed. Polygamy was reinforced, and 
women took over jobs traditionally done by men. The fear of enslavement may 
have encouraged men to marry at a young age, and to take a second wife at a 
younger age. Africa's population would surely have been greater without the 
slave trade.
________________________________________
Learning Objective:
Understand the culture of the Americas c. 1500. 
The Indians crossed into North America across the Bering Sea at least between 
20,000-40,000 years ago (recent research indcates that it may have been as 
long as 100,000 years ago, and that they may have come by sea). American 
Indians differed greatly in the languages they spoke�about 2,000 distinct 
Indian languages have been classified. This represents almost as much 
variation in speech as in the entire Old World, where about 3,000 languages 
are known to have existed in l500.
Indian cultures can be classified into three groups: 1) hunting, gathering, 
and fishing cultures; 2) intermediate farming cultures; and, 3) advanced 
farming cultures. The advanced farming cultures were located in central and 
southern Mexico, Guatemala, Honduras, and the Andean highland area (Ecuador, 
Peru, Bolivia, and northern Chile). The intermediate farming cultures were 
generally in adjacent regions, while the food-gathering cultures were in more 
remote regions � the southern part of South America, and the western and 
northern part of North America.
Indians domesticated over 100 plants, about as many as were domesticated in 
all Eurasia. About 50 percent of the crop tonnage of the world today is from 
plants first domesticated by Indians: tobacco, tomatoes, corn, potatoes, 
yams, and manioc (tapioca) are all New World crops. Horses, cows and pigs 
came from Europe, and turkeys and llamas came from the Americas.
When Hernando Cortes landed on the Mexican coast in 1519, the Aztec empire 
was at its height. The Aztecs had developed a harsh and efficient military 
system that allowed them to conquer all of central Mexico. Their domination 
provoked constant rebellions among the tribes they subjugated, from whom they 
extracted slaves and human victims for their gods. In one especially dry 
season, the Aztec ruler, Montezuma I, claimed that "the gods are thirsty," 
and 20,000 Indians were sacrificed. The Aztec social system rested on a rigid 
class structure with most manual work being performed by slaves captured 
during military campaigns. Their capital city of Tenochtitlan, now Mexico 
City, was described by the conquering Spaniards as being equal to any in 
Europe. 
The Inca civilization was the most advanced of the Indian cultures. It was a 
totalitarian state that systematically expanded its power � at the time of 
European discovery the Incas controlled an area of more than 350,000 square 
miles. At the head of the system was the ruling god-emperor, called Inca. 
Under him was a highly structured noble class and priests, followed by lower 
level officials. All property was owned by the state and all work was 
organized on a communal basis. Through a system called "mita" (which the 
Spanish adopted) all members of the lower classes had to work free for the 
empire for a period of four months a year. The capital of Cuzco ("navel" in 
the Inca language) had enormous palaces and temples, many of which were 
gilded with gold, and other imposing dwellings which housed the elite. 
The Aztec Empire had a population of over 10 million, and the Inca Empire 
over 6 million, yet all three Indian civilizations were destroyed by a 
comparative handful of Spanish adventurers. Why? There are many reasons: the 
advanced technology of the Europeans � the Indians were a stone age culture, 
without firearms or horses. The different Indian tribes were not united and 
often fought each other instead of the Europeans. Yet, even with these 
disadvantages, the numbers were on the Indians side � they should have been 
able to kill the first few hundred Europeans to arrive. It was European, and 
later, African diseases that allowed the Indians to be so easily defeated. 
Because of their geographical isolation, the Indians had no natural immunity 
to Old World diseases like smallpox, tuberculosis, measles, malaria and 
yellow fever. 
Hernando Cortes' conquest of Mexico in 1519 illustrates the role disease 
played in the European domination of the Americas. The Aztec ruler, 
Montezuma, did not fight Cortes and his fewer than 600 men, but instead 
allowed them to enter his capital Tenochtitlan (Mexico City). The Spaniards 
took Montezuma hostage and controlled the city. Later, the Aztecs revolted. 
The Spaniards killed Montezuma, and retreated to a safe haven. But, they left 
smallpox behind and an epidemic swept the city. After a seventy-five day 
siege, Tenochtitlan again fell to Cortes. According to a contemporary account 
when the Spaniards entered the city: "the streets, squares, houses, and 
courts were filled with bodies, so that it was almost impossible to pass. 
Even Cortes was sick from the stench in his nostrils."
Historians use the phrase "Colombian Exchange" to describe the exchange of 
plants, microorganisms, and animals between the Americas and the Old World.
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2. Colonial America & the Revolution

I. LEARNING OBJECTIVE: Understand why the British established colonies in 
North America.
 
�	Markets for English goods--the theory of Mercantilism: a country 
should export more than it imports.
�	Access to raw materials.
�	Increase security.
�	Spread its ideology.
 
Importance: English law, customs and ideology are the foundation of the 
future United States; and, colonial dissatisfaction with English colonial 
objectives (e.g. control of trade), helped lead to the American Revolution.
 

II. LEARNING OBJECTIVE: Understand the British North American colonies.
 
	The British colonies were established by private joint stock 
companies.
	Jamestown was established in 1607 by the London Company. With the 
development of the tobacco industry       and African slavery in the late 
17th century the economy of VA soared.
	Plymouth colony was established in 1620 by the Pilgrims (Separatists--
they wanted to separate from the Church of England because it was 
too "Catholic").
	Massachusetts Bay colony was established in 1630 by Puritans (they 
wanted to "purify" the Church of England of its Catholic ritual and dogma).
	Georgia, the last colony, was organized in 1732. 
	The following environmental factors influenced European settlers:
�	the Indians
�	space & distance
�	the geography of the New World--New England, the Middle Colonies, and 
the South.
 
Importance: Virginia and Massachusetts were the leading colonies in Colonial 
America. Puritanism has a lasting effect on American culture. The environment 
helped create a unique American culture.

 
III. LEARNING OBJECTIVE: Understand why there was conflict between Native 
Americans and Europeans.
 
Differences between European and Native American cultures:
 
Europeans	Indians
Christians	   non-Christians
central governments	   lack of central Indian government
private ownership of land	   communal use of land
economies based on trade	   subsistence economy
advanced technology	   stone age culture

Cultural conflicts existed between the Indians and Europeans because the 
Europeans:
�	demanded that the Indians live under their laws
�	tried to convert the Indians to Christianity
�	took the Indians' land
�	destroyed the Indians' self-esteem through the use of alcohol
�	European diseases decimated the Indians.
 
Importance: The above factors cause over 200 years of misunderstandings and 
warfare between European-Americans and Native Americans. By the end of the 
19th century European-Americans have removed the Indians from all territory 
that they wanted to control.
 

 IV. LEARNING OBJECTIVE: Understand how a constitutional government developed 
in England and how the development of this system affected colonial America.
 
	In 1642 a 46-year civil war broke out in England. During this period 
the American colonies suffered a period of "benign, or salutary, neglect."

	The 1688 Glorious Revolution established the principle of 
parliamentary supremacy and that Englishmen had certain rights--no matter 
where they lived.
 
Importance: Englishmen in America began to believe that they had the same 
rights as Englishmen living in England--self-representation. This belief was 
a major cause of the American Revolution.
 

V. LEARNING OBJECTIVE: Understand how conflict began to develop between the 
British North American Colonies and Britain.
 
	Colonial government was based on the English model
�	Governor appointed by the king
�	Governor appointed a council
�	Lower house elected by freemen of colony (free, white, males, 21 
years or older, and property owners; some colonies had religious 
qualifications to vote)--VA House of Burgesses 1st legislature
�	Lower house had the power to tax

	The Navigation Acts of 1660 & 1696 were used by the British to try 
and enforce mercantilism. These acts restricted American trade in the 
following ways: 
�	all overseas trade had to be shipped on British vessels
�	only British citizens could trade with America
�	major colonial commodities could be exported only to Britain.

	Because Britain was preoccupied with events in Europe the colonists 
were able to avoid complying with the Navigation Acts until after the French 
and Indian War ended in 1763.

	The French and Indian War started in 1754 over whether France or 
Britain would control the Ohio River Valley. France controlled Canada and 
Britain controlled the "13 colonies."


	The war ended with the Peace of Paris, 1763: 
�	France lost all its territory in North America
�	Britain had a large war debt
�	The British colonies no longer needed the British to protect them 
from the French or Indians
�	Ex-French territory was available to American colonization. 
 
Importance: The French and Indian War was a direct cause of the American 
Revolution--Americans wanted to move west, have less British control, and 
avoid taxation. British goals were the opposite.
 









VI. LEARNING OBJECTIVE: Understand the events leading to the American 
Revolution (1775-1783) and the Declaration of Independence (July 4, 1776).
 
1) The Proclamation of 1763--Colonists could not move west of the Appalachian 
mountains..
2) The Sugar Act of 1764--first British attempt to raise revenue.
3) Enforcement of Navigation Acts--hurt American trade.
4) The Stamp Act of 1765--affected colonial leaders: lawyers, businessmen, 
and tavern keepers. Repealed in 1766 after the colonists met in the Stamp Act 
Congress, but Parliament passed the Declaratory Act, which reaffirmed its 
supremacy.
5) The Townsend Acts of 1767--repealed in 1770 except for tea tax.
6) The Boston Massacre of 1770--colonial propaganda victory.
7) The Gaspee Incident (1772)--Colonists burned a British customs ship.
8) The granting of the British East India Company a monopoly on tea in 1773 
led to the December  Boston Tea Party.       
9) The Intolerable (Coercive) Acts of 1774--passed in response to the Boston 
Tea Party. Provisions: 
�	closed the port of Boston
�	suspended self-government in Massachusetts
�	moved colonial trials to other locations
�	soldiers quartered in private homes.      
10) The Quebec Act of 1774--blocked western expansion & gave rights to 
Canadian Catholics.    
11) The battles of Lexington & Concord, April 1775 started the Revolutionary 
War.
12) In Common Sense Thomas Paine argued that all kings were tyrants and that 
independence was the only solution to the colonists' problems.
13) In the Declaration of Independence (July 4, 1776) Thomas Jefferson 
attempted to rally support to the rebels' cause from sympathetic Englishmen, 
and other countries, and to justify the 
revolution.                                                  
 
Importance: Understanding the causes of the American Revolution and the 
Declaration of Independence enables us to understand what the Americans and 
British were fighting over, and it enables us to understand the ideology of 
early America (and, by extension, modern America).
 


VII. LEARNING OBJECTIVE: Understand the American Revolution and the results 
of the war.
 
	America achieved its independence because: 
�	French aid--the battle of Saratoga (1777) convinced the French the 
rebels could win
�	the colonists fought on their home ground
�	the colonists did not have to defeat Britain, they just had to avoid 
defeat themselves
�	there was a lack of support for the war in Britain
�	the British army and navy leadership made some major errors
�	the generalship of George Washington.

	The Battle of Yorktown, VA (1781) was the last major battle of the 
war. 

	The war was terminated with the Treaty of Paris, 1783. In the treaty:
�	The U.S. received all British land north of Florida, south of Canada, 
and east of the Mississippi River
�	Britain recognized the independence of the United States. 

	The American revolution did not change the social or economic system 
of the United States.

	France benefited little from the war.

	 America became a symbol of freedom and opportunity. 
 
Importance: The American Revolution led to an independent America, future 
world-wide revolutions, and set the example that "the people" could be 
trusted to run their own government.
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3. The Creation of a New Government

I. LEARNING OBJECTIVE: Understand the framework of the U.S. government under 
the Articles of Confederation.
 
�	Ratified in 1781.
�	No executive or judicial system.
�	In Congress each state had one vote. Nine states required to pass a 
law; unanimous agreement to amend articles.
�	States, not the national government, were sovereign (have ultimate 
decision-making power).
�	Framers of the Articles wanted a weak government; liberty was a more 
important value than efficiency.
 
Importance: Understanding the Articles of Confederation (the first government 
of the U.S.), helps us understand the values that the Americans were fighting 
for in the Revolution. These values are the foundation of our republic. 
 
II. LEARNING OBJECTIVE: Understand the provisions of the Northwest Ordinances 
of 1785 & 1787.
 
�	Organized the Old Northwest into 5 territories, townships, and 
sections.
�	Set aside one section per township for education.
�	Forbade slavery.
�	Set the procedures for future statehood; gave Congress the power over 
the territories.
 
Importance: A major success of the Articles of Confederation. All future 
states (except Texas) come into the Union under the general provisions of the 
Northwest Ordinances. Emphasized the importance of education to the U.S.. 
Helps keep slavery out of the North. 
 
III. LEARNING OBJECTIVE: Understand why the Constitution was written to 
replace the Articles of Confederation. 
 
1) The British would not leave their forts on U.S. territory for the 
following reasons: 
�	Trade with the Indians
�	Wanted the U.S. to pay Loyalists for confiscated property 
�	To protect Canada. U.S. government was too weak to make them leave.

2) In 1784 Spain, nervous about an expanding America, closed the Mississippi 
River to U.S. trade.  

3) National government could not regulate foreign trade.

4) National government could not tax directly.

5) National government could not raise a national army.

6) Shays' Rebellion (1786) by farmers in western Massachusetts over taxes, 
showed the weakness of the Confederation  government and it was used as a 
rationale for the Constitutional Convention.   

7) Constitutional Convention met in 1787. 
�	James Madison did most of actual drafting of Constitution. 
�	Constitution ratified by last two states in 1789 after Washington 
elected President. 
�	Antifederalists opposed ratification primarily because they feared 
too much government control. 
�	The Bill of Rights was added to the Constitution to mollify their 
fears. 
 
Importance: Efficiency replaces liberty as the overriding objective of the 
new government. Protecting citizens' liberty is still important.
 

 

IV. STUDENT OBJECTIVE: Understand the provisions of the Constitution of the 
U.S.
   
The framers of the Constitution tried to solve the most basic dilemma of 
politics:  

How can a government be made powerful enough to perform its essential tasks 
without becoming so strong that it threatens the rights of its citizens? 
 
The following provisions of the Constitution dealt with the above issue:
 
	Federalism--political decision making power is shared between the 
state and national government. Some powers are reserved for the states (the 
police power, intra-state commerce, education), some powers are reserved for 
the national government (foreign policy, coining money, inter-state commerce, 
the postal service), and some are shared (taxation, public works). 
	Separation of powers--on the national level decision making power is 
divided between the legislative branch (Congress--enacts legislation), the 
executive branch (the President--enforces legislation and administers the 
government), and the judicial branch (the Supreme Court--reviews and 
interprets legislation).  
	Checks & balances--each branch of government has the power to check 
the other. President has veto power but it can be overridden by two-thirds 
vote of both houses of congress. Congress has the power to impeach & convict 
government officials (including the President). Senate must approve treaties 
by a two-thirds vote, and presidential appointments of ambassadors, judges, 
and cabinet officials by majority vote. Amendments to the Constitution are 
originated in Congress (two-thirds vote of membership of both houses) and 
approved by the state legislatures (three-fourths of them must approve).
	 "The Great Compromise" based representation in the House of 
Representatives on population and gave the Senate two Senators per state.
	The Three-fifths Clause, for purposes of representation in the House 
and taxation, counted 5 slaves as equal to 3 freemen.
	Elections:
�	The president is elected through the Electoral College
�	Senators were elected by state legislatures (until the 17th 
amendment, 1913) 
�	Representatives are elected by "the people."
	Terms:  
�	Representatives serve 2 year term
�	President 4 year term (maximum of 10 years, 22nd amendment, 1951)
�	Senators 6 year term, and federal judges for life.	
 
Importance: The Constitution is the "highest law of the land." Every citizen 
needs to understand its basic provisions in order to effectively participate 
in the political process.
  

V. STUDENT OBJECTIVE: Understand the Bill of Rights.
 
1st  Amendment:: 	Freedom of religion, speech, press, assembly, and 
petition.
2nd Amendment:    	Freedom to "bear arms."
3rd Amendment::   	No quartering of troops in private homes in peacetime.
4th Amendment::   	No unreasonable search and seizure; search warrant 
needed.
5th Amendment:: 	Right to a grand jury; no double jeopardy; can't be 
forced to be a witness against yourself; due process; 
     	government must give you a "fair price" for your property if it takes 
it for the public good.
6th Amendment:: 	Speedy & public trial; impartial jury of your peers; 
knowledge of charges; know witnesses against you; 
	right to witnesses in your behalf; right to a lawyer.
7th Amendment: 	Jury trial guaranteed.
8th Amendment:  	No excessive bail, fines or "cruel & unusual 
punishments."
9th Amendment:  	Unlisted rights are not automatically denied.
10th Amendment: 	Powers not given to the national government are 
reserved to the states.
 
Importance: The Bill or Rights lists the fundamental rights of American 
citizens, as interpreted by the Supreme Court. Knowing these rights is 
necessary to understand the political and economic system of America.
Back to Top


4. The U.S., 1789-1824

  I. LEARNING OBJECTIVE: Understand why political parties developed during 
the early national period.
 
1) Political parties develop so that people who disagree can gain decision-
making power without having to resort to violence. The election of 1800, when 
power transferred from the Federalists to the Democratic-Republicans, 
illustrated that this principle succeed in the U.S.

2) Hamiltonian Economics:  Secretary of the Treasury Alexander Hamilton 
developed a plan with the purpose of strengthening the national government at 
the expense of the state governments by: 
a)	Funding the national debt
b)	Assuming the state debts
c)	Creating a national bank
d)	Protective tariffs
e)	Abolishing slavery

3) When Pennsylvania farmers rebelled against a whiskey excise tax in 1794 
the federal government crushed the rebellion and used it as an example of its 
ability to enforce federal laws (unlike the Confederation government during 
Shays� Rebellion in 1786).
 
Characteristics of First Political Parties   
 
FEDERALISTS:
	DEMOCRATIC-REPUBLICANS:

The party of Alexander Hamilton, John Adams and John Marshall.	The party of 
Thomas Jefferson and James Madison
 Led by merchants, bankers and lawyers living primarily in New England	Led 
by planters, farmers and wage earners living primarily in the South and West
Favored a strong central government	Favored strong state governments
Interpreted the Constitution loosely	Interpreted the Constitution strictly
Believed in a government by the elite	Favored rule by the educated masses
Passed the Alien and Sedition Acts (1798)	Supported individual 
liberties; passed the KY & VA Resolves
Pro-England.	Pro-France
Favored Hamilton's financial policies	Opposed Hamilton's financial policies

Importance: Learning the values of the first political parties enables us to 
understand what was important to people living during the early national 
period.
 
II. LEARNING OBJECTIVE: Understand the conflict over the nature of political 
dissent between 1798 and 1803.
 
1) The 1798 Alien and Sedition Acts passed by the Federalists allowed the 
president to deport aliens, and judges to impose fines and jail sentences on 
people who criticized federal officials.

2) The Republicans responded with the Kentucky & Virginia Resolves. These set 
forth the doctrine of nullification: "a state legislature can declare null & 
void a federal law if it believes the law is unconstitutional."

3) In the election of 1800 the Republican presidential candidate (Thomas 
Jefferson) and vice presidential candidate (Aaron Burr) tied. Hamilton told 
the Federalist controlled Congress to vote for Jefferson. The 12th amendment 
(1804) requires each party to nominate the president and vice president as a 
team. 

4) In Marbury  vs. Madison (1803) the Supreme Court, under the Federalist 
Chief Justice, John Marshall, established the principle of judicial review 
(the Supreme Court can declare laws unconstitutional). 
 
Importance: After Jefferson�s election in 1800 the Republicans could have 
retaliated against the Federalists for the Alien and Sedition Acts. The 
Republicans did not retaliate, and the tradition of political dissent was 
protected and encouraged in America.
III.  LEARNING OBJECTIVE: Understand the United States' foreign policy for 
the period 1789-1803.
 
1) Every country's foreign policy is based on four criteria: 
a)	Domestic political considerations--the impact a foreign policy 
decision has on internal politics;  
b)	Ideology--the theories, ideas, concepts and aims that make up a 
country's political and social programs
c)	Economics--the access to raw materials and markets and the impact 
foreign policy has on the domestic economy
d)	Security--protecting the country from military danger.

2) During the period of the Napoleonic wars U.S. foreign policy had four 
specific goals: 
a)	Gain respect from other countries
b)	Protect its international trade
c)	Protect and expand its borders
d)	End British aid to the Indians in the Northwest.

3) The XYZ Affair (1797): The U.S. refused to pay a bribe to France. Used by 
the Federalists to embarrass the Republicans and helped cause the Quasi [non-
declared] War with France (1798-1800).

4) Louisiana Purchase (1803): The U.S. bought 828,000 square miles from 
France for $15 million. Significance: 
a)	averted possible war with France & an alliance with Britain
b)	 removed a strong country from the U.S.�s border
c)	 more than doubled the size of the U.S.
 
Importance: Differences over foreign policy help lead to the creation of 
political parties in America. These differences help us understand what 
people considered to be important issues during the early national period.
 


IV.  LEARNING OBJECTIVE: Understand the War of 1812.

1)	 Steps to war:  a) France & Britain restricted U.S. trade
b) impressments of American sailors by the British navy
c) Chesapeake Affair (June 1807)
	d) Embargo Act (1807)
	e) Nonintercourse Act (1809)
               f) Macon's Bill #2 (1810)
	g) declaration of war, June 1812.

2)	 Reasons for war:   
a)	Protect U.S. commerce
b)	Assert U.S.'s status as a sovereign nation ("the 2nd war of 
independence")
c)	Stop the British from supplying arms to the Indians
d)	Defend the nation's honor
e)	Get British Canada.

3) The British navy controlled the seas, bombarded Baltimore and burned 
Washington, DC. The U.S. won the battle of New Orleans in January 1815 after 
the Treaty of Ghent (12/24/1814) had been signed.

4) Federalist opposition to the war at the Hartford Convention helped kill 
their party.

5) Treaty of Ghent formally recognized that neither side won the war and 
restored the status quo ante-bellum.

6) The Rush-Bagot Agreement (1817) limited the number of warships to 4 each 
that Britain & the U.S. could have on the Great Lakes.

7) The Convention of 1818 with Great Britain: 
a)	settled trade and fishing problems
b)	dealt with U.S.-Canadian boundary & joint occupancy in the Oregon 
territory.
		
Importance: Nineteen years after gaining its independence, the U.S. was again 
at war with Britain. Understanding the causes of the war helps us understand 
what values and beliefs Americans were willing to fight for.
	
	
V. LEARNING OBJECTIVE: The student will understand how and why the United 
States acquired Spanish Florida.
		
1)	U.S. wanted Florida for the following reasons: 
a)	Its strategic location
b)	Its economic importance
c)	Indians & pirates raided U.S. territory from it
d)	Slaves escaped to it.

2) The U.S. acquired Florida through the Transcontinental (Adams-Onis) Treaty 
of 1819. The U.S. paid its citizens' claims against Spain up to $5 million 
and the treaty drew a boundary line between Spanish & U.S. territory. Spain 
gave the U.S. its claims to Oregon.
 
Importance: The acquisition of Florida and Spanish claims to Oregon 
illustrate that U.S. leaders were interested in expanding the country�s 
borders from the beginning of the country�s existence. 
 

VI. LEARNING OBJECTIVE: Understand the U.S. response to Latin American 
independence (the Monroe Doctrine, 1823).
 
1)  Britain wanted the U.S. to act with it in protecting Latin American 
independence for trade and military reasons. The U.S. wanted to act 
independently in order to keep its options open in Latin America.

2)  The Monroe Doctrine (1823) established three U.S. principles toward Latin 
America:
a)	noncolonization�the countries of the New World are �not to be 
conceived as subjects for future colonization;�
b)	the �two-spheres� concept�the Old and New world are separate spheres 
and Europe should not interfere in the New World
c)	nonintervention�the U.S. would regard any attempt by an European 
power to oppress or to control Latin America as an unfriendly act.
 
Importance: The Monroe Doctrine is still the basis of U.S. policy toward 
Latin America. The U.S. regards Latin America as its sphere of influence, and 
any foreign country that attempts to influence a country in the region (as 
the Soviet Union did in Cuba and Nicaragua in the late 20th century) will 
meet U.S. resistance.
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5. U.S. 1824-1848

I.   LEARNING OBJECTIVE: Understand the increase in regionalism.
 
1) 	Called the �Era of Good Feelings� because of the lack of organized 
political opposition�the Federalist
party disappeared because of its opposition to the War of 1812 , and its 
opposition to programs that benefit the West and South.

2) 	Each section developed different, yet interdependent, economies. The 
Northeast developed a 
manufacturing base, the West�s economy was based on small family farms, and 
the South developed a plantation/slave economy.

3) 	The Missouri Compromise (1820) illustrates the increase in 
regionalism. Missouri came into the Union 
as a slave state, Maine as a free state, preserving the balance of power in 
the Senate. Slavery was prohibited north of 36�30� in the Louisiana Purchase.
 
Importance:  Regionalism is a major cause of the Civil War.
 

II.  LEARNING OBJECTIVE:  Understand the presidential elections of 1824 & 
1828.
 
1)  Four candidates ran, all from the Democratic Party:
a)	Andrew Jackson, 99 electoral votes
b)	John Q. Adams, 84 electoral votes
c)	William Crawford, 41 electoral votes
d)	Henry Clay, 37 electoral votes. 
Since none receive a majority of the electoral vote, the election was decided 
among the three top vote getters in the House of Representatives. Clay, the 
Speaker of the House, insured the election of John Adams, but his election 
helped split the Democratic party, because Jackson thought a "corrupt 
bargain" took place when Adams made Clay his Secretary of State.

2)  In 1828 Jackson defeated Adams. Enemies of Jackson created the Whig party.

 
Importance:  The elections of 1824 & 1828 reinstate the two party system. 
Andrew Jackson is the strongest American president before the election of 
Abraham Lincoln. 
Jackson is the first president that was not from MA or VA. His election 
illustrates the growing political power of the West.
 

III.  LEARNING OBJECTIVE:  Understand the political issues of the �Jacksonian 
Era.�
 
1) 	Contrary to the political propaganda of the time about this 
being �the age of the common man,� economic inequality increased during the 
period.

2)  Jackson initiated the "spoils system" of patronage to reward his 
followers. Corruption grew until corrected by the Pendelton Civil Service Act 
(1883) caused by the assassination of President Garfield in 1881.

3) The Indians of the Southwest were removed west of the Mississippi River 
to "Indian Territory" (Oklahoma) by Jackson on the "Trail of Tears" after the 
Supreme Court ruled that the Indian land could not be legally taken away from 
them. Jackson moved the Indians for political reasons and for 
their "protection."
4) The Tariff controversy of 1828-1833 pitted South Carolina against the 
national government. John C. Calhoun restated the theory of nullification in 
The South Carolina Exposition & Protest. SC was angry over high tariffs--50% 
ad valorem in 1828 (the "Tariff of Abominations"). A compromise tariff was 
passed in 1833 that ended the crisis, but with SC's nullification of the 
Force Act, the Constitutional issues were not resolved.

4) 	Andrew Jackson, and many of his political supporters, had been 
financially hurt by the Panic of 1819.
They blamed the Second Bank of the United States when the Bank called in 
their loans. The war over the 2nd Bank of the U.S. helped create the Whig 
party led by:
a)	Henry Clay
b)	John Calhoun
c)	John Quincy Adams 
d)	Daniel Webster. 
Whigs tended to be the party of the elite and they supported the National 
Bank. After Jackson vetoed the recharter of the bank in 1834 he put the 
government's money into state "pet banks."

6) The election of 1840 was the first "modern" election. The Whigs used the 
Panic of 1837 and modern election techniques to defeat Martin Van Buren and 
win with William H. Harrison--"Tippecanoe & Tyler too." Harrison died in 6 
weeks and VP John Tyler became president.
 
Importance:  The political conflicts of the Jackson era deal with civil 
rights (e.g. Indian removal), and sectional conflicts. These conflicts, while 
important in their own rights, foreshadow the larger conflicts that lead to 
the Civil War and later reform movements.  
 
IV.  LEARNING OBJECTIVE: Understand United States continental expansion.
 
1) In the Webster-Ashburton Treaty (1842) Daniel Webster, U.S. Secretary of 
State, and Ashburton, British ambassador to U.S., resolved conflicts over the 
Maine-Canadian border and improved Anglo-American relations.

2) Both Britain and the U.S. claimed the Oregon Territory. James K. Polk 
(Democrat) won the presidency in 1844 on an expansionist program (�54�40� or 
fight�). In 1846 Britain and the U.S. compromised over the territory. Both 
sides achieved their primary goal�a port on the Pacific (Seattle for the 
U.S., Vancouver for Britain).  

2) 	Americans moved into Texas and declared their independence in 1835--
Texans did not want to give
 up their slaves, religion, and language. Although the Mexican president, 
Santa Anna, killed all the defenders at the Alamo, he was defeated by 
theTexans at San Jacinto (April, 1836), and he recognized Texas independence. 
He later reneged on his recognition. Presidents Jackson and Van Buren refused 
to admit Texas into the Union because of the slavery issue and they did not 
want to antagonize Mexico. Texas admitted into the Union in 1845 by Polk & 
this action helped cause war with Mexico. 
Texas came into the Union for the following reasons: 
a)	Texas cotton was competing with U.S. cotton
b)	Texans had convinced the U.S. that it might be interested in becoming 
a British colony
c)	Manifest Destiny (God & nature intended Americans to possess all of 
North America)
d)	Free Oregon would be counterbalanced by slaveTexas in the Senate.

4) The United States declared war on Mexico in 1846. The U.S. wanted 
California (especially for its harbors). The U.S. captured Mexico City and 
easily defeated Mexico in the war. Under the Treaty of Guadalupe Hidalgo 
(1848) Mexico ceded the land north of the Rio Grande River to the U.S. for 
$15 million. The Wilmont Proviso, by attempting to ban slavery in the Mexican 
Cession, illustrates the controversy over slavery that the Mexican War 
caused. The Mexican War divided the nation.  Northerners saw it as a plot to 
spread slavery. Southerners, who did most of the fighting, resented the 
Northern attempts to stop the spread of "the Southern way of life."

5)  The Gadsden Purchase (1853). Last area of contiguous 48 states. Northern 
Senators turned down 9,000 square miles of Mexican territory to prevent the 
spread of slavery.
 
Importance: During this time period the U.S. became a continental and Pacific 
power. Continental expansion led to U.S. expansion overseas later in the 19th 
century, and poor relations with Mexico throughout the 19th and early 20th 
century. The acquisition of territory greatly strengthened the U.S.. 
 

V.  LEARNING OBJECTIVE:  Understand ante-bellum reform.
 
1) Ante-bellum reformers believed in the perfectibility of society. 
Transcendentalists like Henry David
Thoreau and Ralph Waldo Emerson believed that humans could transcend their 
weakness and achieve perfection through education. Using civil disobedience, 
in which people would follow a higher law, human awareness would be raised.  

2) Reformers like Dorthea Dix tried to improve American society. 

3) The Seneca Falls Declaration of 1848, under the leadership of Lucretia 
Mott and Elizabeth Cady Stanton was an attempt to increase the rights of 
women.

4) The abolitionist movement was formed to abolish slavery. William Lloyd 
Garrison, and Fredrick Douglass, an escaped slave, were two famous 
abolitionists. 

5) Prohibition was both a moral and anti-immigration and anti-Catholic 
movement.
Immigration increased from 8,400 Europeans in 1820 to 370,000 in 1850.  
Because of the Irish potato famine, most of the new immigrants were Catholic. 
The increase in Irish-Catholic immigration led to the formation of the 
American (Know Nothing) party.

6) The Second Great Awakening was a religious revival that democratized 
America religion by preaching that everyone who repented, and not just 
the "Elect," could gain   salvation.

7) The Church of Jesus Christ of the Latter-Day Saints was founded by Joseph 
Smith of Vermont in 1830. Smith moved the Mormons to Nauvoo, Illinois where 
he was murdered in 1844. To escape persecution, Brigham Young moved the 
Mormons to Salt Lake City (then part of Mexico). After the abolition of 
polygamy, Utah became a state in 1896.
 
Importance:  Ante-bellum reform raised many American�s awareness about social 
injustices. Although many of the problems were not solved during this era, 
the philosophy of social reform became ingrained in America, and things like 
slavery, discrimination toward women, and ill-treatment of the insane were no 
longer accepted by many Americans as �natural.�
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6. The Civil War and Reconstruction

Learning Objective:  Understand why the South seceded from the Union &  why 
the North objected to secession.

Lincoln supported a constitutional amendment to: 
�	protect slavery in the states where it already existed with NO 
interference by federal government; could NOT be repealed. 
�	would allow no further expansion of slavery. 

This compromise was not acceptable to the South. 
Feb 1861  Seven states suceceded, set up �the Confederate States of America� 
elected Jefferson Davis as president.
Mar 1861  Confederacy taken most federal property in the South except: Fort 
Sumter, in Charleston harbor.
Lincoln wanted the Confederacy to fire the first shot so they would appear to 
be the aggressor. This action would help unite the North and make it easier 
for the border states to choose to stay in the union. When Lincoln found out 
that the garrison was running out of food he sent a re-supply ship to the 
fort .
April 12, 1861  Confederate forces opened fire on the fort on Fort Sumter 
which surrendered the next day and the war began. The Confederate attack 
forced every state to choose between the Union and the Confederacy and the 
upper south states seceded at this time.

Few in the North approved of slavery, but even fewer approved of black 
equality. The North was anti-slavery and anti-black. But, the South, by 
secession, changed the issue from one of slavery to the survival of the 
republic. To the North the support of slavery was wrong, but the support of 
secession was treason. Secession united the North. The root cause of the 
conflict�the issue of race relations�was not even perceived as an issue.

Learning Objective:  Understand the military aspects of the Civil War.

Northern resources were much greater than the South's. These resources 
allowed the North to win a war of attrition. 
The NORTH:
�	Agriculture 2/3 nation's improved farmland was in the North. 
�	3X horses  (war end: Union army lost  500 per day). 
�	New York produced 4X manufactured products as Confederacy. 
�	Connecticut  made More firearms than entire South.

NORTH - Union		SOUTH - Confederacy
22,200,000	population	10,600,000 (including 3,500,000 slaves)
1,300,000	industrial workers	110,000
22,000	railroad mileage	9,280
5	Army ratio	2
110,000+	128,000 industrial firms	18,026
		

South�s crucial handicap: North could replace equipment faster. South's 
equipment was from the North or Europe, could not be replaced. 
Southern military and political strategy was flawed by three basic errors:

First Major Error: Romantic Concept of War:  Extension of the medieval 
tournament � a test of bravery on the battlefield VERSES: a matter firepower, 
transport, commissary, and logistics. The Civil War stood at the dividing 
line between:
 
�	the old and the new
�	a war fought by men and a war fought by machines
�	Preindustrial  and Industrial culture 
 
Second Major Error: Faith in King Cotton to Win British Support. 
 
�	Britain imported 700/900million lbs. cotton from south per year 
�	2/5 Britain's exports > manufactured cotton goods
�	4/21 million of population were employed in      textile industry. 
 
This policy failed because
 l) British had stockpiled a year's supply of cotton
2) British economy stimulated by the Union demand for British goods
3) Britain was dependent on northern wheat
4) End of 1862: Union army penetrated South > shipped cotton to Britain
5) the Emancipation Proclamation won sympathizers in Britain
6) Union victories at Gettysburg and Vicksburg convinced Britain that the 
North would win 
Third Major Error: Fighting a Defensive War. Confederacy believed:
�	Northern sentiment was too divided to support a war of invasion 
against the South
�	Southern invasion of the North would unite the North. 
�	In tactical terms, defensive warfare is less costly.  Successful 
attack requires 4-1 ratio of men against the defense. 
�	Invading army has to maintain supply lines. The role of the railroads 
in resupply was underestimated by the South. 
�	Confederacy did not need to win but to prevent.  The war would 
continue until the North tired, but, the South would use up its resources in 
a long war and be exposed to the ravages of war while the North would not.

The MILITARY
1862  Both sides resorted to conscription (draft), but, both armies primarily 
made up of civilian volunteers. 
North: could hire a substitute to serve in his place or pay  $300 >>  "rich 
man's war, poor man's fight."
South: plantation owners could avoid service to oversee their slaves.
 
�	25% of the 776,829 men failed to report
�	200,000 men deserted
 
�	90,000 went toCanada (30,000 deserters, others draft dodgers 
April, 1861  U.S. army was 16,000  (most fighting Indians in the west).  In 
the Civil War armies:
 
�	were 10X  larger then any prior U.S. force
�	lacked experienced officers 
�	lacked officer-candidate schools to train officers
�	lacked coordinating machinery to coordinate brigades
 

The SUPPY SYSTEM was primitive. 
�	Hardtack was staple food of the Union army.  (3" hard,solid 
nourishing cracker, 1/2" often with weevils). 
�	Sanitation poor > 220,000 Union soldiers died of disease >
�	 50% of death: intestinal ailments: typhoid, diarrhea, & dysentery   
>50% pneumonia and tuberculosis

Technical improvements led to high battle attrition 
�	Weapons design >great increase in fire power > defense heavy 
advantage over the attack.
fall 1862 both sides used rifled Springfield muskets >effective range of 250 
yards (50 caliber bullet), the rifled musket >could kill advancing troops 4-
5X further away �generals could often break up an attack before it even 
started. 
Old field tactics still used: sending massed troops over the enemy line > 
infantry charge was based on getting close enough to enemy to bayonet their 
opponents or force retreat.  (No longer effective)

Northern strategy: 
 
1)	divide the South along the Mississippi River; 
2)	penetrate Confederacy heart > Georgia (Sherman's March)
3)	capture the Confederate capital of Richmond
4)	blockade the Confederate coast.
 

July  l861  Battle of Bull Run: 35,000 Union soldiers, under General 
McClellan were defeated at Richmond.  McClellan was relieved of his command.  
Using superior naval forces, Union seized Confederate island positions off 
southern coast.
 March 1862  Confederate ironclad vessel Merrimack attacked Union blockade 
ships, sank two of them. The next day the Union ironclad, the Monitor, fought 
the Merrimack to a standstill, thereby neutralizing her. After that time 
Union naval superiority was never challenged.
March 1862  After extensive and bitter fighting, by the Confederates were 
driven out of Missouri. 
January 1862 the Confederates were forced out of eastern KY. 
February 1862 Major General Ulysses S. Grant, who had once been dismissed 
from a captaincy in the peacetime army because of frequent drunkenness, 
captured the Confederate forts of Henry and Donelson where the Tennessee and 
Cumberland rivers entered the Ohio. This action opened the Cumberland river 
as a highway for the Union forces into the heart of Tennessee, and most of 
Tennessee was back in the Union within nine months of secession. Lincoln 
appointed Andrew Johnson as military governor. 
 April 24, 1862  Admiral David Farragut ran the Confederate forts south of 
New Orleans and took the city.
By the time McClellan started seriously engaging the Confederates outside of 
Richmond, the Union had: 
�	already won most of Missouri, West Virginia, and much of Kentucky and 
Tennessee.
�	occupied the Confederate island  & defeated the South's bid for naval 
supremacy through the use of ironclads
�	 captured the largest city in the Confederacy
�	gained control of the Mississippi River south as far as Memphis and 
north as far as Port Hudson, Louisiana. 
The Southern army under Robert E. Lee succeeded in keeping a session of Union 
commanders from taking Richmond. But the fierce battles took a heavy toll of 
Southern men that could not be replaced. 
July, 1863 Lee moved north hoping to cut northern railroad lines, and force 
Lincoln to move more troops to the defense of Washington (and away from 
Richmond). At Gettysburg, Pennsylvania on July 2 and 3 the Confederate army 
made its supreme effort which failed � after loosing over 25,000 men, Lee was 
lucky to get the remainder of his army back to Virginia. On the balance, 
despite all the heroic action, the fighting in the east was inconclusive. 
Inconclusive results spelled defeat for the Confederacy. The Army of Northern 
Virginia's great offensive power was forever broken.
July 4, 1863  After a 47 day siege, Vicksburg surrendered, yielding 30,000 
prisoners and northern control of the Mississippi River. The war would go on 
for another 21 months, but in effect the result was assured � the Confederate 
forces were hopelessly overpowered.
March, 1864 Grant was made general-in-chief. Grant, using his superior forces 
relentlessly, drove Lee back into a defensive position at Petersburg where he 
stayed until the last week of the war. Simultaneously, William T. Sherman 
began his march to the sea, destroying everything of use to the Confederacy 
in a swath sixty miles wide. 
December 10, Sherman reached Savannah. Resupplied from the sea, Sherman then 
turned north to join Grant.
During these final campaigns, the Confederacy had no hope of winning. The 
only reason they continued to resist was the hope that the North might grow 
weary of the heavy losses and therefore choose not to finish the war that it 
had won. after June 1864 Grant's heavy casualties drop sharply, and the 
capture of Atlanta in September caused the Northern public morale to soar. 
November 1864 Lincoln was reelected with 55 percent of the vote. 
April 1865 Richmond was captured and burned. on, 
April 9, 1865 Lee surrendered the remnants of the Army of Northern Virginia 
at Appomattox Court House. 

Civil War Costs:
�	the lives of 40% of the total combined forces for both sides. 
�	618,000 soldiers died and almost 500,000 were wounded: 360,000 Union 
and 258,000 Confederate deaths (World War II deaths: 405,000). 
�	The Battle of Gettysburg killed more men (7,058) than had died in the 
Revolutionary War and the War of 1812 combined. 
�	One out of 11 men of service age was killed in the war. 
�	About 1 out of 6 was either killed or wounded. Because of the smaller 
population base during the Civil War, had World War II produced the same 
proportion of casualties as did the Civil War, over 2.5 million men would 
have died.
April 14, 1865 President Lincoln attended a play at Washington's Ford 
Theater. He was assassinated by John Wilkes Booth, a pro-Confederate fanatic.

Yet among Lincoln's papers historians have found a 1854 document which 
stated: "If A can prove conclusively that he may of right enslave B � why may 
not B snatch the same argument, and prove equally, that he may enslave A? You 
say A is white and B is black. It is color then; the lighter having the right 
to enslave the darker? Take care. By this rule, you are to be the slave to 
the first man you meet with a fairer skin than your own. You do not mean 
color, exactly? You mean the whites are intellectually the superiors of 
blacks, and therefore you have the right to enslave them? Take care again. By 
this rule, you are to be slave to the first man you meet with an intellect 
superior to your own. But you say, it is a question of interest; and if you 
make it your interest, you have the right to enslave others. Very well.  And 
if he can make it his interest, he has the right to enslave you."

Learning Objective:   Understand Northern racial views.

Southern secession transformed the issue in America from a question of 
slavery or race to a question of Union, on which most of the North could 
unite. Northern support of the war was based upon a coalition of Unionists 
who knew they could not defeat the secessionists without antislavery support 
and antislavery men who knew they could not abolish slavery without the 
unionist support, nor without defeating the Confederacy. 
--The victory of the coalition put an end to its reason for existence, for 
the two allies ceased to need one another. 
--The Confederate surrender did just what secession had done, but in a 
reverse direction: it transformed the issue back again from a question of 
union to a question of the status of blacks, and on this question blacks had 
far fewer supporters in the North as freedmen than they had ever had as 
slaves. 
--Whenever a successful coalition breaks up after a war because of dissension 
among the victors, the vanquished find an opportunity to assert themselves. 
This is what happened in the defeated South.

Abraham Lincoln's racial views illustrate the ambivalence that many 
northerners had concerning slavery and blacks. The strongest evidence of the 
racist strain in Lincoln's thinking appeared in one of his debates with 
Stephen A. Douglas in 1865. Lincoln said:
 "I will say then, that I am not, nor ever have been in favor of bringing 
about in any way the social and political equality of the white and black 
races; that I am not, nor ever have been in favor of making voters or jurors 
of Negroes, nor of qualifying them to hold office, nor to intermarry with 
white people; and I will say, in addition to this, that there is a physical 
difference between the white and black races which I believe will forever 
forbid the two races living together on terms of social and political 
equality. And inasmuch as they cannot so live, while they do remain together 
there must be the position of superior and inferior, and I as much as any 
other man am in favor of having the superior position assigned to the white 
man."

Lincoln also stated in the Lincoln-Douglas Debates that the Republicans 
looked upon slavery as
"a wrong. . .a moral, social, and political wrong."
Thus, to Lincoln, and many northerners, it was not the racial prejudice and 
discrimination that bothered them about slavery, it was the institution 
itself. Segregation and legal inequality were acceptable, but slavery was 
not. 
Lincoln spelled out the question of the priority of his values to Horace 
Greeley in an August, 1862 letter:
"My paramount object in this struggle is to save the Union, and is not either 
to save or destroy slavery. If I could save the Union without freeing any 
slave, I would do it; and if I could save it by freeing all the slaves, I 
would do it; and if I could save it by freeing some and leaving others alone 
[which is exactly what he did in the Emancipation Proclamation], I would also 
do that. What I do about slavery and the colored race, I do because I believe 
it helps save this Union, and what I forbear, I forbear because I do not 
believe it would help save the Union. . . . I intend no modification of my 
oft-expressed personal wish that all men everywhere be free."

For Lincoln: one belief : value of the Union >  more important than belief: 
the moral wrong of slavery. 
�	Lincoln never lost sight of the fact that he was fighting a war 
supported by an unstable coalition of conservative Unionists and radical 
antislavery men, and that if the coalition ever broke down, he would lose the 
war. 
�	The other crucial circumstance was that the border slave states were 
on hair-trigger, and the slightest false step would send them into the 
Confederacy. � with this in mind�.

September 22, 1862  1- Lincoln issued the Emancipation Proclamation after the 
Northern victory at Antietam, stating that in those areas still in rebellion 
against the United States on the first of January, 1863, all slaves should be 
emancipated. The document did not physically free anyone, even after three 
months, because it applied only to areas over which the Union government had 
no control. The Proclamation was one last attempt by Lincoln to get the 
seceding states to cease their resistance and thus save their slaves. Slavery 
was legal in Kentucky and Delaware until 8 months after the war, when the 
ratification of the 13th amendment brought it to an end. 
2 - Lincoln also knew that the Proclamation would make it difficult for 
Britain and France to support the Confederacy once the Civil War became a war 
of slave emancipation. 
3 �The North was becoming sickened by the high casualties of the war. The 
Proclamation allowed the Union to use freedmen in the army.  About 179,000 
blacks served in the military � 12 percent of the total Union force at the 
end of the war was black. They were paid about $7 a month (half of white 
pay). 

Learning Objective:  Understand the goals and objectives of the different 
plans of reconstruction put forth by President Lincoln, President Johnson, 
and the "Radicals" in Congress. 

During Reconstruction (1865-1877) the nation had to grapple with the 
following problems: 
1) what role would the freedmen play in American society? 
2) how much power should the ex-Confederates be allowed in southern and 
national polity 
3) which branch of the federal government � executive or legislative�would 
dominate the national government? The different plans of reconstruction were 
attempts to deal with these problems.

Lincoln's plan of Reconstruction (December 8, 1863). When 10% of the whites 
of a state took an oath supporting the Constitution, the Union, and the 
wartime measures emancipating slaves, they might organize a republican form 
of government for the state, which would be recognized as the true government 
of the state, and they might receive a full pardon for any service to the 
Confederacy "with restoration of all rights of property, except as to 
slaves." The process of reconstruction would be managed by former 
Confederates. Lincoln did not anticipate black participation in the forming 
of these governments; the proclamation contained no guarantees of rights for 
blacks, beyond the recognition of emancipation. Tennessee came back into the 
Union in 1866 under this plan.
The Wade-Davis Bill (July, 1864). An attempt by the Republicans in Congress 
to take the reconstruction process away from the executive branch and to 
insure that ex-Confederates would have little power on the national level. 
Required 50% of the body of citizens eligible to vote (excluding ex-
Confederates by requiring an oath of continuous past loyalty: the so-
called "ironclad oath") to petition to form a new government. Implicitly the 
Radicals did not encourage a speedy restoration to the Union for it was 
unlikely that any former Confederate state could easily meet these demands. 
Blacks were excluded from participation. Vetoed by Lincoln. This bill drew 
the issue not only as to what the policy of reconstruction should be, but 
also where the authority for deciding policy lay�with the Congress or the 
President.
The Johnson Plan for Reconstruction (May, 1865). Andrew Johnson was a Union 
Democrat from Tennessee. He was a rigid, anti-black, anti-southern planter, 
and he never understood the attitudes of northerners. He was selected as Vice 
President by the Republicans in an attempt to prove that it was a Union Party 
in the broadest sense. In April 1865 John Wilkes Booth made him President for 
a term only 40 days short of the full four years. 

Johnson issued two proclamations while Congress was in recess. He granted 
amnesty to former Confederates who took an oath of loyalty to the 
Constitution and federal laws. Their property was restored to them, except 
for slaves and any lands and goods that were already in the process of being 
confiscated. 14 classes of persons were excepted from the general amnesty, 
including the highest-ranking civil and military officers, all those who had 
deserted judicial posts or seats in Congress, and persons whose taxable 
property was worth more than $20,000. These men had to make individual 
applications for amnesty (this clause illustrates Johnson's hatred of the 
planter class). 

In the second proclamation in which Johnson outlined his requirements for the 
reconstruction of North Carolina, and which foreshadowed the policy he would 
follow in future proclamations to other states, Johnson appointed a unionist 
provisional government, with authority to hold an election for a 
constitutional convention to reorganize the government of the state. 
Eligibility to vote in this election was restricted to those who had taken 
the loyalty pledge (which admitted ex-Confederates), and who were eligible 
under the laws prior to secession (which excluded blacks). The southern 
states had to nullify their ordinances of secession, show their acceptance of 
the abolition of slavery by ratifying the 13th amendment, and repudiate the 
Confederate war debts (again attacking the planter class). Johnson failed to 
enforce these terms (for example MS failed to ratify the 13th amendment) yet 
Johnson nevertheless recognized the reconstructed governments. 

In elections of 1865 the voters of the South sent many prominent ex-
Confederates to Congress including 4 former rebel generals and the 
Confederate vice president, Alexander Stephens. Congress rejected Johnson's 
plan because they wanted to insure black participation (for their Republican 
votes), and they wanted to reduce the power of the planter class (who were 
the leaders of the southern Democrats). The Southern congressmen were turned 
away at the door. The Radicals informed Johnson that they would not welcome 
traitors into their midst. Congress also wanted to regain the power that it 
had lost to the Executive during the Civil War.
In an attempt to continue to regulate black labor the Southern states passed 
a series of "black codes" that restricted the rights of blacks. In some 
states, blacks were permitted to work only as domestic servants or in 
agriculture. Other states made it illegal for blacks to live in urban areas. 
In no state were blacks allowed to vote or bear arms. Mississippi required 
freedmen to sign 12 month labor contracts before January 10 of each year. 
Those who failed to do so could be arrested, and their labor sold to the 
highest bidder.
The Republicans in Congress were determined to assert their authority over 
the South and the president. They passed a Freedmen's Bureau Act (1866) that 
oversaw the welfare of the freedmen, exercised military jurisdiction in the 
South by taking a case involving a freedman out of the civil courts and dealt 
with it by military law. The Civil Rights Act of 1866 sought to protect the 
freedmen's rights by bringing such rights under federal jurisdiction.
March 1867The Radicals then took control of reconstruction by imposing 
military reconstruction upon the South. The South was divided into 5 military 
districts with a general of the army in charge of each. The military 
governors were to conduct a voter registration, for which blacks would be 
eligible, but whites who held public office before the Civil War and 
supported the Confederacy would not. When the registration was completed, the 
governors were to hold elections for new constitutional conventions for each 
state. These conventions were required to write black suffrage into the new 
state constitutions. When the constitutions had been drafted by the 
conventions and ratified by the voters and when the 14th amendment had been 
ratified by the state, the state's constitution might be submitted to 
Congress for approval. If approved, the state would be readmitted.
The fight for control of the national government led to the impeachment and 
trial of Andrew Johnson. In 1867 Congress passed the Tenure of Office Act 
forbidding the President from removing officeholders who had been appointed 
by him and confirmed by the Senate (in 1926 the Supreme Court ruled that 
Congress can not interfere with the President's control over the executive 
branch). Johnson removed Secretary of War Stanton who had been appointed by 
Lincoln. He was working with the Radicals in Congress in an attempt to 
undermine Johnson's authority. 
March 1868 House of Representatives (vote of 126 to 47) impeached Johnson on 
11 counts. Nine of these counts dealt with the Tenure of Office Act and two 
of them accused Johnson of trying to discredit Congress. The Senate tried the 
President. The vote to convict him was 35 to 19, one short of the 2/3 
majority required for conviction. With this result the independence of the 
executive branch was maintained and the attempt to remove Johnson from office 
collapsed, but for the rest of his term, Congress, not Johnson, made the 
major policy decisions for the country.

Learning Objective:  Understand the "Civil War amendments" to the 
Constitution.

The "Civil War amendments" were an attempt by Congress to insure that the 
goals of Reconstruction could not be overturned by southern state 
legislatures after ex-Confederates had regained control.
The Thirteenth Amendment ended slavery and gave Congress the power of 
enforcement.
The Fifteenth Amendment proclaimed that neither the federal nor the state 
government could deny the right to vote because of race, color, or previous 
condition of slavery. 
If the Republicans could outlaw disfranchisement of blacks on a nationwide 
basis by a constitutional amendment, there would be several advantages: 
1) it would avoid arousing the electorate in the northern states�the state 
legislatures understood the advantage of the of the black vote to the party
2) they would fight one battle instead of a whole series
3) the amendment would gain them black votes as a partial offset to the anti-
black votes which they had already antagonized by their southern policies. 
Black enfranchisement added about 146,000 voters to the Republican party and 
these voters were strategically distributed in states that usually were very 
close in presidential elections.

Learning Objective:  Understand the Compromise of 1877.

The presidential election of 1876 marked the official end of Reconstruction. 
The Republicans nominated Rutherford B. Hayes, and Democrats Samuel J. 
Tilden. Tilden won the popular vote (52% to 48%), but Republican-controlled 
election boards in Florida, South Carolina, and Louisiana claimed victory � 
despite higher Democratic votes. They claimed that blacks had been prevented 
from voting in those states. Without the electoral votes of these states, 
Tilden had 184 undisputed votes � 1 short of the majority he needed. If the 
disputed votes all went to Hayes, he would have the 185 necessary to win. 
Congress appointed an Electoral Commission consisting of 15 men selected from 
the House, Senate and the Supreme Court. Since the Commission divided on 
strict party lines, 8 Republicans to 7 Democrats, in all of its decisions, it 
lost any moral authority which it might have had. Democrats were convinced, 
probably correctly, that the Republicans were stealing the election they had 
fairly won. Because they controlled the House of Representatives, they were 
in a position to prevent the completion of the count of votes by refusing to 
meet with the Senate in a joint session, which is constitutionally required 
for receiving the electoral votes.
The Election Commission awarded the Presidency to Hayes and the Democrats 
agreed not to try block the election (since Tilden would not be elected 
anyway) and the Republicans agreed to withdraw the last remaining troops from 
the South (which Hayes was probably going to do after the election anyway). 
Southern Democrats gave great publicity to their action in "ransoming" the 
last two of the states (SC & LA) which were still "unredeemed," but they said 
much less about the fact that they had also extorted from Hayes a promise to 
support large subsidies and perhaps railroad land grants for a Texas and 
Pacific railroad, which would permit southern financial adventurers to enjoy 
some of the governmental largesse which they had been denouncing the 
Republicans for receiving.
With the Compromise of 1877 the Democratic ascendancy completely subordinated 
Southern blacks. They were a subordinate caste, not yet legally segregated, 
but segregated in practice, and legal segregation would come by 1900.
The Civil War was not fought for black rights. It was a conflict between two 
forms of society over which one would dominate the American system. Slavery 
was seen as a impediment to future American progress by the North. Most 
Northerners thought of the freedmen simply as a local southern problem, and 
during Reconstruction considered policy for them primarily as an aspect of 
protecting the program and the power of the Republican party. White 
Southerners did not want blacks to have social, political, or economic 
equality and their programs reflected that goal. Thus, neither side was 
committed to black rights. When the Republicans realized that they could 
remain in power without the black Southern vote, they abandoned them. When 
Southerners regained local control in the 1880s they insured that blacks 
would be disfranchised and segregated. It was not until the 1960s when a 
growing northern black vote became important, and television showed the world 
southern racism, that blacks gained the legal rights that had been denied 
them since they had been brought to the New World. Thus, while the American 
people had achieved what Lincoln called his "paramount objective"�saving the 
Union � they had not been able to resolve a dilemma which was perhaps 
insoluble in any case � the dilemma of reconciling the sections without 
sacrificing the quest for a new life by American blacks, or of creating the 
basis for such a new life without making the hostility between the sections 
permanent. To the North, the reconciliation of the white Southerner to the 
Union was more important the protection of the legal, social, and political 
rights of the black Southerner. 

Learning Objective:  Understand the economy of the South after Reconstruction.

Southern political leaders hoped to copy the economic success of the North. 
�	invited Northern business people to invest money in industry and 
transportation in the South. 
�	 limited advances, however, the South remained a "colony" of the 
North. 
�	The South essentially produced raw materials for Northern factories. 
�	So rapid was the expansion of the North and West that by 1900 the 
South had a smaller percentage of the nation's factories and capital than it 
had in 1860.

Throughout this period, Southerners were poorer and less urbanized than 
Northerners. In 1860, the income of the average Southerner was about 72 
percent of the national average�in 1900 it was 51 percent. Only 8.5 percent 
of the population of the South Atlantic states below Maryland was urban in 
1890, as compared with 51.7 percent of the population of the North Atlantic 
states from Pennsylvania up. In 1880 the estimated per capita wealth in the 
South was $376 as compared with a national average of $870. In 1919 it was 
estimated that per capita income in the South was about 40 percent lower than 
the national average. Closely related to Southern poverty was a lag in 
literacy, education, libraries, public health, and living standard.
The South also lost political power during this period. During the 72 years 
between Washington and Lincoln, Southerners controlled the presidency for 50 
years. In 60 of those years the Chief Justice had been from the South. The 
South had also furnished about half of the Supreme Court justices, nearly 
half of the men of Cabinet rank, and more than half of the Speakers of the 
House of Representatives. During the next 50 years no Southerner was elected 
president or vice president, and Southerners made up only about 10 percent of 
the Supreme Court justices, diplomats, and Cabinet members. Well into the 
twentieth century, the South remained a satellite of both northern industry 
and northern politics.
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7. U.S.: 1877-1890

I.  LEARNING OBJECTIVE: Understand the role of the national government during 
the period 1877-1890.

1) The national government was inactive during this period for the following 
reasons:  
a)	Presidents had a narrow view of government
b)	Control of government was split between Democrats & Republicans
c)	Lack of a national consensus
d)	State and local governments dealt with most issues
e)	The national government lacked the money, information & personnel 
necessary to do effective work.

2) The patronage system (giving government jobs to political supporters) was 
a contentious issue. The 1883 Pendleton Civil Service Act created the civil 
service system.

3) The control of the money supply was debated. The issue was fundamentally 
was over whether the policy of the government would be one of inflation 
(silver backed currency) or deflation (gold backed currency).

4) Farmers tried to reduce high tariffs (38-58%). They failed.

5) Corruption was a major issue, especially during the Grant Administration. 
It was not as bad during the rest of the era.
 
Importance:  During the �Gilded Age� the national government played a minor 
role in most people�s lives.
 

II.  LEARNING OBJECTIVE: Understand the characteristics of the 
transMississippi West.
 
1)  Native American tribes varied greatly in culture. Most Plains Indians 
were nomadic hunters dependent on the Buffalo. White man's diseases were 
devastating. Constant warfare between Indians and whites from 1607 until the 
defeat of Geronimo in 1886.

2) In 1887 Helen Hunt Jackson wrote A Century of Dishonor which led to the 
Dawes Severalty Act. This act made Indians citizens and reduced Indian land 
from 138 acres to 48 million acres.

3) It was difficult to get capital to move west. The resources of  the 
frontier fueled U.S. expansion. Two groups moved west--those who used nature 
& those who subdued nature. West of 98th meridian rainfall is generally less 
than 10 inches a  year; timber was not available to settlers and a entire new 
way of life had to be created.

4) Trappers were the first group to exploit the frontier. Big business. 
Rendezvous was a method by which trappers got their furs to market. Trapping 
frontier ended in 1830s.

5) The mining frontier lasted about 40 years (1848-1896). Mining provided the 
capital necessary for U.S. industrial expansion, and helped open up the West.

6) The cattle frontier lasted from 1867-1890s. The long drive got cattle to 
Kansas railroads and caused conflict between Texas cattlemen and Kansas 
farmers. The winters of 1885-87, the invention of barbed wire, and the 
movement of farmers to the frontier killed the cattle frontier.

7) The lack of national police caused violence to be greater on the American 
frontier than on the Canadian or Australian frontier. The vigilante dealt 
with law and order.
 
Importance: During this period, the transMississippi West was settled by 
European-Americans.  Native American tribes were defeated either in battle or 
by disease, and through a succession of frontiers, the West was transformed.
 




III. LEARNING OBJECTIVE:  Understand the impact industrialization had upon 
America.
 
1) 	The U.S. had the resources needed for industrialization: 
a)	natural resources�raw materials were abundant
b)	capital resources�provided through the reinvestment of profits, large 
financial institutions, and government assistance
c)	human resources�numbers, education, health & attitude effect human 
resources.

2) 	Industrialization was caused by the need to reduce the price of goods 
so they would be competitive in the largest possible market.


3) 	The railroad (1850s) and the steamship (1870s) enabled manufacturers 
to penetrate previously closed markets. Led to regional specialization (an 
area concentrates on those goods it can produce the most efficiently).
 
Importance:  Industrialization brought about the most fundamental 
transformation of human existence in history. 
 

IV. 	IV. LEARNING OBJECTIVE:  Understand the social consequences of early 
industrialization.
 
1) 	Industrialization drastically increased population. Population was 
redistributed from rural to urban for the following reasons: 
a)	More efficient to put the worker near the sources of raw materials
b)	The size & cost of machinery
c)	The desire to concentrate manufacturing facilities for efficiency
d)	City life was perceived as better than country life.

2) 	Work became structured and depersonalized. Most labor moved from 
skilled to unskilled. Although wages were low (average of  $8.37 a week in 
1900) and hours long, real wages rose and the price of goods declined. 

3) 	Industrialists responded to competition with: 
a)	Pools a group of producers limit production or set prices
b)	Trusts a board runs several companies without legally being the 
owners of the companies
c)	Vertical integration a firm controls all aspects of extraction, 
manufacturing and distribution
d)	Horizontal integration a firm acquires control of other firms that 
make the same product.

4) 	Workers responded to industrialization by attempting to bargain 
collectively (unions). Government opposition to unions, and Welfare 
Capitalism (companies give benefits in return for labor docility), kept 
unions ineffective.

4) 	First national union was the Noble and Holy Order of the Knights of 
Labor (1869). Founded for �all who toiled.� Industry and government used the 
Haymarket Affair of 1886 to kill the union.

5) 	The Industrial Workers of the World (Wobblies) was a socialist union 
that appealed to the workers in the most dangerous and lowest paid jobs. 
Government repression during World War I and the 1917 Communist revolution in 
Russia killed it.

6) 	The American Federation of Labor (AFL) formed in 1886 for skilled 
workers. The most successful of all unions until the New Deal (1930s).
 
Importance:  Industrialists and workers try to adjust to the new world 
created by machines. Industrialists were much more successful than workers.
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8. 1890s: Populism, Race & Foreign Policy

I. LEARNING OBJECTIVE: Understand the Populist movement.

1) Agriculture declined because technology allowed increased production and 
world wide competition to reduce prices. Mortgaged & tenant farms increased. 
In the South, the lien system (farmer mortgaged future cash crop for goods) 
was the rule. Staple crop farmers (cotton, grain) hurt the most.

2) Farmers blamed the railroads, national banks, corporations, and the tariff 
for their problems. They thought there was a conspiracy against them. 

3) The Sherman Silver Purchase Act (1890) required the treasury to purchase 
4 .5 million ounces of silver each month to inflate currency. Failed to stop 
deflation.

4) Populist (People�s) party formed in 1892. Advocated:  
 
�	"Subtreasury system" where government would store crops and lend 
farmers money 
�	Abolition of national banks
�	Free coinage of silver
�	Graduated income tax
�	Reduction of tariff rates
�	Direct election of senators
�	Government control of the railroads and telegraph companies.
 

5) The Populists tried to build a class alliance between South & West, blacks 
& whites, farmers & labor. They failed.

6) The Panic of 1893 enabled the Republicans to gain control of the national 
government until 1930.

7) In the election of 1896 the Democratic Party and the Populist 
party "fused" and both parties nominated William Jennings Bryan as their 
candidate. Fusion destroyed the Populist party when the Republican William 
McKinley won the election.
 
Importance:  The Populist movement was the �farmers� last gasp.� It was their 
attempt to respond to the changes being brought about by industrialization. 
They were not successful in their attempts, although many of their proposals 
later became law.

II. LEARNING OBJECTIVE: Understand race relations in America after 
Reconstruction.

1) After 187, the federal government allowed Southern whites to control local 
race issues. Blacks were subjugated to second-class citizenship.

2) Southern blacks were allowed to vote & hold minor political offices until 
around 1900. When the Populists appealed for black votes along class lines, 
Southern conservative Democrats used black votes to defeat them. Once blacks 
held the balance of power between conflicting groups of Southern whites they 
were disfranchised.

3) In Plessy v. Ferguson (1896) the Supreme Court sanctioned segregation.

4) Under the "Mississippi Plan" blacks were disfranchised though the poll 
tax, literacy tests, and residence requirements. About 2,500 African-
Americans were lynched between 1884-1900.
 
Importance:  The Populist movement and white racism led to institutionalized 
discrimination. African-Americans were disfranchised, segregated and lynched. 
The aftermath of these policies still affect America.
 
III. OBJ: Understand why Booker T. Washington�s philosophy was accepted by 
whites during the era of segregation.
 
1) Booker T. Washington advocated that blacks accept social inequality in 
return for economic opportunity from whites (the so-called "Atlanta 
Compromise"). Washington said what whites wanted to hear and he became the 
accepted spokesman for blacks.

2) Washington controlled Republican patronage in the South and he used it to 
maintain his influence. 

3) W.E.B. Du Bois was the major opponent of Washington.  He demanded that 
blacks be given the franchise, civic equality and the chance for an equal 
education and economic advancement. He helped found the National Association 
for the Advancement of Colored People (NAACP) in 1909.
 
Importance:  The triumph of  �Atlanta Compromise� meant blacks would accept 
second-class citizenship until the 1960s. 

IV. LEARNING OBJECTIVE: Understand why the United States went to war with 
Spain in 1898. 

1) Cuba was a Spanish colony fighting for its independence.

2) The "de Lome Letter" and the sinking of the U.S. warship Maine in Havana 
harbor increased pressure for war on president McKinley.

3) U.S. went to war for the following reasons:  a) Panic of 1893; b) ports & 
markets; c) looking for "new frontiers"; d)  to ensure a weak, independent 
Cuba; e) protect U.S. investments; and, f)  to spread U.S. ideology.

4) The Teller Amendment to the declaration of war said that the U.S. would 
not make Cuba a colony. After an easy victory the U.S. made Puerto Rico, the 
Philippines, Wake & Guam colonies, and Cuba a protectorate. The U.S. received 
a military base at Guantanamo Bay, Cuba in �perpetuity.� 

5) Philippines insurrection took two years to subdue. More Americans died 
than the Spanish-American War.

6) The 1902 Platt Amendment kept Cuba under U.S. domination until Fidel 
Castro took power in 1959.

7) In Hawaii, American citizens revolted and took over the country in 1893. 
The islands were annexed as a war measure in 1898 so the U.S. could control 
Pearl Harbor.
 
Importance: With the Spanish-American War the United States became a world 
power.

V. LEARNING OBJECTIVE: Understand U.S. policy toward China prior to World War 
II.

1) The Open Door Notes of 1899 and 1900 were successful attempts by the U.S. 
to insure the Western powers equal access to the China market.

2) The Boxer Rebellion (1900) was a failed attempt by Chinese nationalists to 
remove foreign domination from their country. The rebellion was put down by 
European, Japanese and U.S. troops.
 
Importance: The �Open Door� became the foundation of American economic policy.
 
VI. LEARNING OBJECTIVE: Understand how and why the U.S. acquired the Panama 
Canal.

1) France had a contract with Columbia (which controlled Panama) to build a 
canal across the isthmus. The French canal company was going bankrupt and 
wanted to sell its rights to the U.S.

2) Columbia rejected a U.S. offer of $15 million, and an annual rent for the 
canal zone. The U.S. and the French canal company encouraged Panamanians to 
revolt and gain their independence. In 1903 the Hay-Bunau-Varilla Treaty with 
Panama granted the U.S. a 10 mile wide canal zone. In 1977 the U.S. agreed to 
return the Canal Zone to Panamanian sovereignty in 2000.  
 
Importance: The Panama Canal greatly benefited American trade and security. 
The way the U.S. got the canal led many Latin American countries to distrust 
the U.S.




VII. LEARNING OBJECTIVE: Understand U.S. relations with Latin America prior 
to World War I.

1) The "Roosevelt Corollary" to the Monroe Doctrine grew out of the 1904 
Dominican Republic debt crisis. In the corollary the U.S. asserted that the 
U.S. would intervene in the internal affairs of Latin American states 
(collecting debts, maintaining order, etc.), but European nations (and later 
the Japanese) were not welcome.

2) Under Dollar Diplomacy President Taft hoped that U.S. financial 
supervision would promote order in Latin America.

3) These policies led to U.S. Marines staying in Nicaragua during 1912-33; in 
Haiti during 1915-34, and the Dominican Republic during 1916-24.

4) In 1916 the U.S. bought the Virgin Islands from Denmark.

5) Mexico was ruled by the dictator Porfirio Diaz, 1876-1911. Francisco 
Madero, a Liberal, overthrew Diaz. Madero was murdered by Victoriano Huerta 
in 1913 and Huerta took over the government. Civil War broke out between 
the "Constitutionalists," led by Venustiano Carranza & Pancho Villa, and 
Huerta's government forces. The U.S. supported the Constitutionalists. In 
April 1914, the U.S. navy attacked and occupied Veracruz, and Huerta fell 
from power in July.     

6) After Carranza seized power, Pancho Villa led the fight against him. In 
March, 1916 Villa raided Columbus, New Mexico, killing 19 Americans in an 
attempt to discredit Carranza. The U.S. Army invaded Mexico to chase Villa. 
U.S. troops finally left Mexico in January, 1917.
 
Importance: U.S. intervention in the Caribbean and Mexico allowed the U.S. to 
dominate the region. Led distrust of the U.S. by Latin Americans.
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9: Notes, Progressive Movement & the 1920s

I. LEARNING OBJECTIVE: Understand the circumstances of the late 19th and 
early 20th centuries in America that led to the progressive movement.
 
1) The progressive movement was a white, middle class, Protestant, "native" 
American movement prior to World War I caused by: 
1)	urbanization--most rapid growth in U.S. history; 
2)	industrialization and technological change
3)	immigration--during 1901-1910 "New Immigrants" from Southern and 
Eastern Europe were 71% of total (8,795,191). These factors caused 
the "progressives" to lose social, economic and political power in many 
northern cities. The progressive movement was an attempt to regain control 
over the American agenda.
 
Importance: The progressive movement illustrates how people respond to change 
by using the political system.
 
II. LEARNING OBJECTIVE: Understand the outcomes of the progressive movement.
 
1) Prior to World War I in many cities, immigrants, through the Democratic 
party, gained control of the political system. Under the name of "reform" the 
progressives attempted to throw out the Democratic "Machine." During this 
period, graft and corruption were ways of getting access to political 
decision-making power. In return for jobs and social help the immigrants gave 
the Democratic party their vote.

2) Progressive "reforms" made the American political system less democratic 
and more efficient. Recall (electorate can remove a politician from office), 
referendum (electorate votes on a political issue), and initiative 
(electorate can put an issue on the ballot) all took power from elected 
officials and gave power to interest groups.

3) Municipal civil service centralized power and made it difficult for the 
Democratic party to "reward" its followers with jobs. Power of immigrant 
groups was reduced and voter turnout decreased.

4) Zoning laws had the unintended effect of segregating people by wealth.

5) The 17th Amendment (1913) allowing the direct election Senators, and the 
19th Amendment (1919) giving women the vote, were attempts to help the middle-
class gain power.
 
Importance:  These outcomes are still a major part of the American political 
system.
 
III. LEARNING OBJECTIVE: Understand the general character of the United 
States during the first two decades of the 20th century.
 
1) The �New Immigration" caused great concerns and conflict:
�	1882: Chinese barred.
�	1908: "Gentlemen's Agreement," > Japanese immigration restricted
�	1917 a literacy test established for immigrants
�	1921 / 1924 quota systems established that favored immigrants from 
Northern and Western Europe.

2) The modern Ku Klux Klan was formed in 1915. It was Anti-
 
Catholic
Black
Immigrant 
Semitic
 

3) Prohibition was an attack on the immigrant and urbanization. In 1919 the 
18th Amendment forbade the selling of intoxicating liquors. The 21st 
Amendment (1933) ended prohibition.

4) Fundamentalism, (1925 Scopes trial) was  another attempt to preserve 
traditional American values.

5) Per capita income rose from $480 to $567 from 1900 to 1920, but wealth was 
maldistributed. 

6) Electricity, the phonograph, radio, movies, and the automobile had a great 
effect on American culture. Young people were significantly affected and 
traditional values were questioned. The popularity of jazz and the Harlem 
Renaissance are two examples of changing cultural values.
 
Importance: Whenever a dominate culture believes that it is under attack, it 
will respond with measures that it hopes will protect its fundamental values. 
The America of the 1920s was no exception to this rule.
 
IV. LEARNING OBJECTIVE: Understand the Red Scare of 1919-1920.
 
1) The success of the 1917 Communist revolution in Russia, increased 
immigration, the desire to use the fear of radicals to gain political power 
by some politicians (especially Attorney General A. Mitchell Palmer), and 
post World War I labor unrest all helped cause the first Red Scare. 

2) The failure of unions after the war to gain power, immigration 
restriction, the excesses of politicians, and the strength of organizations 
like the Klan caused the Red Scare to decline.
 
Importance:  The Red Scare of the 1920s foreshadows the Red Scare of the 
1950s and illustrates the fear of Communism that permeated America.
 
V. LEARNING OBJECTIVE: Understand American national politics during the 1920s.
 
1) Republicans controlled the national government. Conservative and pro-
business. Democrats split over the cultural issues of the day (prohibition, 
religion, race and immigration). In the 1928 presidential race the  Herbert 
Hoover (Rep) defeated Democratic Al Smith (Dem), the first Catholic candidate 
for president. This election personified the cultural issues of the era. 

2) Under President Warren G. Harding (1921-1923) corruption prevailed. The 
Teapot Dome scandal was the worst of several incidents.

3) President Calvin Coolidge (1923-1929) got rid of corruption, and was very 
pro-business. The policies of his administration helped cause the Great 
Depression.
 
Importance: The economic and political policies of the Republican party in 
the 1920s illustrate the cultural conflicts of the decade. Republican 
policies are blamed for the stock market crash of 1929, and the party 
suffered because it was in power when the Great Depression started.
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10. WORLD WAR I

 I. LEARNING OBJECTIVE: Understand the European conflicts that led to World 
War I.
 
1) Fundamental cause: conflict between Germany and France.   Which country 
could establish hegemony over Europe. The 1870 Franco-Prussian War had 
created tension and hatred between the two nations.

2) Second cause:  conflict between Russia and Austria.
 Russia wanted a warm water port, to bring all Slavic peoples under Russian 
control, protect its southern border and get access to markets and raw 
materials. The Russo-Turkish War (1877-78) allowed Russia to get influence in 
the Balkans which greatly disturbed Austria because it also wanted to control 
the region.

3) Race for colonies, primarily in Africa >  increased tensions between the 
major European powers.  Imperial expansion, it was believed, would provide 
markets and raw materials for industrialism, and ports for navies. The 
completion of the Suez Canal in 1869 caused a rush for African colonies.  By 
1914, only Ethiopia and Liberia were independent.

4) Formation of alliances: By 1900 France & Russia were allied against 
Germany, Austria & Italy (The Triple Alliance). Britain had stayed out of 
alliances. The naval race that began in 1900 between Germany and Britain 
threw Britain into the Franco-Russian alliance system (The Triple Entente)

5) The immediate cause:  conflict between Austria and Serbia. The 
assassination the Austrian Crown Prince in June 1914 was the spark that 
ignited the war. The alliance system drug the other countries of Europe into 
the war.

6) World War I was the first total war. Those countries without an 
industrialized base were at a great disadvantage.
 
Importance: World War I was a mistake, in that no single country thought that 
its actions would lead to total war.
 

II. LEARNING OBJECTIVE: Understand why the United States entered World War I.
 
1) American leaders (President Woodrow Wilson, special advisor Colonel House, 
and Secretary of State Lansing) wanted to ensure that no country gained 
control of Europe since that would threaten US�s security and economy.  In 
addition, German militarism was seen as a greater threat to American 
interests than the French & British governments.

2) Neutrality was seen as the way to achieve U.S. goals. To ensure that the 
Germans would not win the war, U.S. trade to the Allies increased from about 
$825 million in 1914 to $3.2 billion in 1916.  The U.S. also began to lend 
the Allies money ($2.3 billion by 1917).

3) In February 1915 the Germans declared a submarine blockade of the British 
Isles; within the war zone, all belligerent shipping would be destroyed 
without warning. The American government, after the sinking of several 
belligerent ships, including the British passenger liner Lusitania, warned 
the German government that if unrestricted submarine warfare against Allied 
ships continued the U.S. would come into the war. Germany backed down.

4) After his reelection in 1916 Wilson made a major effort to end the war on 
terms favorable to the U.S. He failed.

5) In February, 1917 the Germans declared unrestricted submarine warfare. The 
Germans hoped that they could win the war before the Americans could make 
their weight felt. Unrestricted submarine warfare threatened all of the US�s 
goals:  its commerce, its concept of neutral rights, its security, and its 
ability to dictate the peace. The Zimmermann Telegram further inflamed 
American public opinion. America declared war on Germany on April 6, 1917.
 
Importance: America went to war when neutrality would no longer ensure that 
its goals for Europe could be met.
 




III. LEARNING OBJECTIVE: Understand the American mobilization for the war.
 
1) Just like the countries of Europe had done previously, the American 
government mobilized American industry for war. 

The Committee on Public Information flooded America with propaganda. 

Under the Espionage Act of 1917 and the Sabotage and Sedition Acts of 1918 
opponents of the war were silenced and about 900 were imprisoned.

2) The government used the war as an opportunity to destroy the socialist IWW 
union.
 
Importance: During World War I, opponents of the war lost their civil 
liberties.
 

IV. LEARNING OBJECTIVE: Understand the consequences of World War I.
 
1) When the Communists gained power in Russia in November, 1917 they pulled 
Russia out of the war, and created the Soviet Union.

2) The Germans tried one final offensive in March, 1918, but the Allies held 
and the fresh U.S. troops that arrived in May helped turn the tide of 
battle.  On November 11, 1918 an armistice was signed.

3) About 10 million dead and about 20 million wounded.  Deaths: Germany, 1.8 
million; Russia, 1.7 million; France, 1.4 million; Austria Hungary, 1.2 
million; the United Kingdom, 1 million; the United States, 115,000.

4) The European economy  was seriously damaged.

5) The concept of "total war" was accepted.

6)  Europe was deprived of world hegemony. The U.S. became the West's most 
powerful nation.

7) Western civilization was demoralized. Life was cheap.
 
Importance:  World War I left such bitterness that World War II followed 21 
years later.
 

V. LEARNING OBJECTIVE: Understand the Treaty of Versailles.
 
1) The terms of the treaty were primarily set by The Big Four: 
a.	the U.S. (Woodrow Wilson)
b.	Great Britain (David Lloyd George)
c.	France  (Georges Clemenceau)
d.	 Italy (Vittorio Orlando).  

2) Two approaches:  
    1 -  the "hard" line advocated by the French > wanted to punish and 
weaken Germany
    2 -  the "soft" line advocated by the U.S. Wilson wanted to reform the 
world's diplomatic system (in contrast to Lenin who wanted to change the 
entire system). Wilson saw himself as a mediator between radical socialism 
and old-fashioned imperialism.





3) Wilson's 14 Points:  
 
a)	enemy evacuation of all Allied territory
b)	Alsace Lorraine to France
c)	self-determination of peoples (e.g. creation of Poland, the breakup 
of Austria)
d)	no more secret treaties
e)	freedom of the seas
f)	the reduction of armaments
g)	the "fair" adjustment of colonial claims
h)	the League of Nations.
 

4) Public opinion (domestic political considerations) played an important 
role in the making of the treaty.

5) Provisions of the Versailles Treaty (June, 1919):   Germany:
a)	Lost substantial territory: surrendered Alsace-Lorraine, Rhineland 
demilitarized, Saar under French control for 15 years, Germany ceded land to 
Poland, Germany lost its colonies; 
b)	Reduced armed force:  restricted to 100,000; 
c)	Reparations--Germany had to pay Allies $33 billion
d)	Germany had to accept responsibility for starting the war.

6) Austria and Turkey lost much territory.

7) The League of Nations was created. It would act as an organ of collective 
security. It had  no power to enforce its decisions. Allied countries were 
given ex-German colonies as "mandates."
 
Importance: The perceived harsh aspects of the Treaty of Versailles helped 
the Fascists come to power in Germany in the 1930s, and helped cause World 
War II.
 

VI. LEARNING OBJECTIVE: Understand why the U.S. Senate refused to ratify the 
Versailles Peace Treaty.
 
1) President Wilson made several major political mistakes:  he excluded the 
Republicans from the peace negotiations and he campaigned against them in the 
1918 election--they had no stake in the League's success. Since the 
Republicans controlled the Senate, and the Senate had to approve the treaty 
by a two-thirds majority, not reaching out to the Republicans was a major 
blunder.

2) The leader of the Senate opposition was Republican Senator Henry Cabot 
Lodge, a personal and political enemy of Wilson.

3) The Senate was divided into 4 groups: 

a)	The "Irreconcilables" who would have nothing to do with the League;
b)	"Mild Reservationists" who favored membership with only a few changes 
in the League Covenantc
c)	"Strong Reservationists"  (Lodge�s group) who wanted major changes�
especially in Article X of the League�s Charter which dealt with collective 
security
d)	The Democrats who supported the President.

4) President Wilson had a stroke in October, 1919 and he refused to 
compromise with Lodge. The Treaty would have passed if Wilson had accepted 
the Lodge reservations (amendments). The Senate did not approve the treaty 
and the U.S. did not join the League of Nations.  
 
Importance: Many historians believe that the failure of the U.S. to join the 
League, and take an interest in world politics during the 1920s and 1930s, 
was a major cause of World War II.
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11: Notes, The Great Depression & the New Deal

I. LEARNING OBJECTIVE: Understand the causes of the Great Depression.
 
1) The Great Depression was triggered by the U.S. stock market crash of 
1929.  

2) Reasons for the Great Depression:
a)	World War I caused countries to increase their industrial capacity 
thereby reducing post-war trade
b)	high tariffs inhibited trade
c)	wealth was maldistributed--the masses had inadequate purchasing power
d)	too many people invested in the stock market without adequate capital 
to cover losses 
e)	there was no government regulation of the stock marketf
f)	the money supply was inadequate to sustain economic growth
g)	the interdependent nature of world-wide loans caused the depression 
to spread throughout the world from the U.S.
 
Importance: After the crash, politicians and economists changed many of the 
nation�s economic policies because of the factors that led to the Great 
Depression. The Republican party was blamed for the Great Depression and it 
lost political power because of that perception.
 
II. LEARNING OBJECTIVE: Understand the presidency of Herbert Hoover.
 
1) While Hoover did attempt to respond to the depression, his actions were 
too little, too late to halt the continuing economic decline. 

2) Hoover�s order to the army to drive the veterans of the Bonus Army out of 
Washington, DC in the summer of 1932 illustrated his lack of rapport with the 
people.

3) In the 1932 presidential election the governor of New York, Democrat 
Franklin D. Roosevelt, easily defeated the Republican Hoover.
 
Importance: Hoover�s inability to deal with the depression during his four 
years in office further weakened the Republican party.
 
III. LEARNING OBJECTIVE: Understand the New Deal during the first term of FDR.
 
Roosevelt immediately began attacking the causes of the depression. He had 
Congress reorganize the banking industry, 
�	give government loans and subsidies to farmers (AAA)
�	start relief through government subsidized jobs (FERA, WPA, CCC)
�	create the Tennessee Valley Authority
�	save people's homes with the Home Owner's Loan Corporation
�	guaranteed bank deposits (FDIC)
�	establish federal regulation of the stock market (SEC)
In 1935, to help his reelection campaign: 
�	 rural America was electrified (REA)
�	under the National Labor Relations (Wagner) Act unions were 
guaranteed the right to collective bargain & strike
�	. The Social Security Act insured workers against unemployment, 
injury on the job and old age.
 
Importance: The programs of the New Deal fundamentally changed the role of 
government in America. The popularity of these programs with many people 
strengthened the Democratic party.
 


IV. LEARNING OBJECTIVE: Understand the presidential election of 1936.
 
1) Conservatives in the Liberty League and wealthy businessmen hated FDR. 
Roosevelt used anger at them because of the depression to his political 
benefit. 

2) Senator Huey Long (D-LA) led the fight on the Left against FDR. He started 
Share the Wealth Clubs that had great appeal to the most downtrodden members 
of American society. Assassinated in 1935.  

3) Father Charles Coughlin was a Catholic priest with a popular radio show 
who attacked Roosevelt for his refusal to inflate the money supply. Censured 
by the Vatican.

4) Dr. Francis Townsend rallied the elderly with his proposal of a monthly 
payment of $200 to all Americans over the age of  60. Social Security 
undercut his appeal.

5) Roosevelt easily defeated the Republican nominee Kansas governor Alf 
Landon.

6) This election created the New Deal Democratic political coalition that 
kept Democrats in power until the 1960s:  urban ethnic groups, northern 
blacks, union members, small farmers, and Southern whites.
 
Importance: The election of 1936 encouraged FDR to pass several liberal 
programs in order to �steal his opponents thunder.� It made the Democratic 
party the country�s majority party.
 
V. LEARNING OBJECTIVE: Understand why the New Deal ended.
 
1) The court packing scheme, in which FDR tried to add members to the Supreme 
Court, caused Roosevelt to lose public support, and allowed politicians who 
opposed his policies to safely attack them.

2) Sit down strikes in 1937 caused middle class Americans to fear for the 
safety of private property.

3) The recession of 1937 caused people to lose faith with the New Deal.

4) Conservatives in Congress began to seriously oppose FDR�s programs�the 40 
hour week & minimum wage (40 cents an hour) increased alienation. Roosevelt 
tried to purge Southern conservative Democrats from Congress; when he failed 
a Southern Democratic-Republican conservative coalition controlled Congress 
after the 1938 elections--FDR could get little legislation passed. 

5) World War II, which began in 1939, ended the Great Depression and the 
demand for new domestic social and economic programs.
 
Importance: These events show the inherent conservative nature of most 
Americans. When the economic crisis ended they did not welcome social or 
economic change.
 
VI. LEARNING OBJECTIVE: Understand the impact of the New Deal on American 
society.
 
1) With the creation of the Executive Office of the Presidency the President 
significantly increased his power.
2) The federal government became much more involved in people's lives.
3) Interest groups increased their influence on government.
4) The government guaranteed most of its citizens minimum economic standards 
(a �safety net�). 
5) It helped protect America from a radical takeover during the 1930s.
 
Importance: Before the New Deal the federal government played a minor role in 
most people�s lives. The New Deal greatly increased the power of the 
presidency and the national government. For the first time the federal 
government became seriously involved in social and economic justice.
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12. World War II

I. LEARNING OBJECTIVE: Understand Adolf Hitler's rise to power in Germany.
 
1) The Great Depression caused Germans to move to extremist parties like the 
German National Socialist Labor Party (the Nazis).

2) The middle class was looking for a savior from Bolshevism. The Depression 
inflamed German hatred of the Treaty of Versailles. Hitler denounced the 
Communists, the Weimar Republic, and the Jews as the basis of Germany's 
problems.

3) In July, 1932 the Nazis became the strongest party in the Reichstag (the 
German parliament), and on January 30, 1933 Hitler was appointed Chancellor 
of Germany.

4) Using arson of the Reichstag building as an excuse, Hitler abolished civil 
rights. The Ordinance for the Protection of the People and the State was 
issued in Feb., 1933. It placed restrictions on personal liberty, on the 
right of free expression of opinion, and the rights of assembly; it violated 
the privacy of postal and telephonic communications; warrants were no longer 
needed for house searches, or for confiscating or restricting private 
property. The Communist party was outlawed. Anti-Nazi leaders were arrested. 
After March, 1933 Hitler ruled without the Reichstag. To help achieve total 
power (totalitarianism) the Nazis used a political police (the Gestapo), 
private thugs (the SS corps), and propaganda.
 
Importance: Hitler used legal means to come to power by playing on the fears 
of the German people. Illustrates the power of demagoguery. 

II. LEARNING OBJECTIVE: Understand the European causes of World War II.
1) In 1935 Hitler began to rearm Germany. In 1936 German troops marched into 
the Rhineland. The allies appeased Hitler (appeasement:  yielding to the 
demands of the dictators in the belief that once these demands were satisfied 
the dictators would turn into good members of the international community). 
The World War I post-war generation was pacifistic. In addition, France was 
weakened by internal dissent.

2) In 1935 Italy took Ethiopia; the condemnation of the League of Nations 
pushed Mussolini into Hitler's camp.

3) In July, 1936 Civil War broke out in Spain between the left-wing 
republican government and fascists led by General Francisco Franco. Germany 
and Italy supported Franco, the Soviet Union supported the government. Franco 
won the war in March, 1939.

4)  In March, 1938 Austria was incorporated into Germany. In the spring of 
1938 Germany began to make demands on Czechoslovakia for the Sudeten region. 
Czechoslovakia was prepared to resist and was allied with the Soviet Union 
and France, but at Munich in January, 1939 the British and French gave into 
Hitler. By March, 1939, all of Czechoslovakia was under Germany control.

5) In August, 1939 Germany and The Soviet Union signed a nonaggression pact 
and agreed that in case of war Poland would be divided between them. On 
September 1, 1939 Germany invaded Poland officially starting World War II.
 
Importance: The failure of the European powers to stand up to Hitler and 
Mussolini prior to World War II probably led to war, and would also have a 
profound affect on Western post war attitudes toward the USSR.
  
III. LEARNING OBJECTIVE: Understand the war in Europe during 1939-1941.
 
1) With Soviet help, Germany easily conquered Poland.

2) In October, 1939 the Soviet Union attacked Finland. Finland capitulated in 
March, 1940.

3) In April, 1940 the Germans took Norway and Denmark, and in May Germany 
attacked France through the Low Countries. France surrendered 6 weeks later. 
The British managed to save about 338,000 troops through the evacuation at 
Dunkirk. Italy joined the war on Germany�s side, attacking France, Greece, 
and the British in North Africa.

4) In the summer of 1940 Germany began bombing Britain to try to gain air 
superiority for an invasion. Hitler lost the Battle of Britain and his chance 
to invade England.

5) In September,1940, Germany, Italy, and Japan signed the Tripartite Pact. 
In October, Hungary, Romania, & Bulgaria allied with Germany.

6) After going to Italy�s aid in the Balkans, Germany invaded the Soviet 
Union in June, 1941.
 
Importance: The easy victories of 1939-41 made Hitler overconfident and 
greatly alarmed the people of the United States. If Great Britain had been 
defeated, the Axis might have won the war.

IV. LEARNING OBJECTIVE: Understand Japanese aggression that led to World War 
II.
 
1) The following factors were responsible for Japanese imperialism: 
a)	the desire for equality with the Western powers
b)	getting access to raw materials and markets
c)	the instability of East Asia.

2) World War I upset the balance of power in Asia. In 1915, while the 
European powers and the United States were preoccupied with the war in 
Europe, Japan presented The 21 Demands to China. These demands were an 
attempt by Japan to gain hegemony over China. The U.S. opposed these demands.

3) At the Versailles Peace Conference Japan believed that it was still not 
being treated as an equal world power.

4) At the Washington Naval Conference of 1921 the size of the navies of 
Japan, Britain and the U.S. was agreed upon, the U.S. and Britain promised 
Japan they would not increase their armed forces in Asia, and the 1905 
British-Japanese Alliance was terminated.

5) The Great Depression caused Japan to attempt to increase its power in 
China.  China was undergoing increased nationalism under Chiang Kai-shek, and 
it resisted Japan's advances. Nationalism became a run away force in Japan. 
The Manchurian Incident of September, 1931 gave Japan the excuse to take all 
of Manchuria and set up the puppet state of Manchukuo.
 
Importance: Japanese objectives in Asia were in direct conflict with the 
United States.
 
V. LEARNING OBJECTIVE: Understand United States� foreign policy prior to its 
entry into World War II.
 
1) During the early 1930s Americans were isolationist--the 1934 Senate Nye 
Committee investigation had convinced Americans that World War I had been 
fought for greedy bankers.

2) The July 1937 "China Incident" began to bring America out of its 
isolationist mood. The U.S. began to put pressure on Japan to respect the 
integrity of China.

3) After the fall of Poland, Congress passed the "Cash and Carry Act.�

4) The fall of France moved FDR to run for a 3rd term. Congress appropriated 
over $10 billion for the military, and passed the first peacetime draft in 
the nation's history.

5) In September, 1940 the U.S. gave Britain 50 WWI destroyers in exchange for 
eight Western Hemisphere military bases.

6) In March, 1940 Congress passed the "Lend Lease Act,� and in April and July 
1941 American troops occupied Greenland and Iceland. American warships began 
to convoy U.S. shipping half-way across the Atlantic. After the September, 
1941 "Greer Incident" U.S. warships began to escort British merchant ships, 
and the U.S. navy was issued orders to "shoot on sight" any German submarine. 
An undeclared war existed in the Atlantic.

7) Japan's goal was hegemony over China and the establishment of a "New 
Order" for Asia under Japan's guidance. In April, 1941 Japan and the USSR 
signed a neutrality pact. In July, 1941 Japan occupied French Indochina. The 
U.S. responded with a ban on the sale of aviation gasoline and scrap iron to 
Japan and gave China a $100 million loan. The U.S. fleet was moved to Pearl 
Harbor, Hawaii. Trade ceased between the two countries by July, 1941.

8) With only a year's supply of petroleum on hand, Japan either had to come 
to terms with the U.S. or strike for an independent supply.  The December 7, 
1941 attack on the U.S. fleet at Pearl Harbor was an attempt to by Japan to 
gain time to overrun its targets in Southeast Asia. 
 
Importance: In both Europe and Asia the United States did not want any 
country to gain hegemony. By the end of 1941, the U.S. had done everything 
short of war to hinder German and Japanese war objectives.

VI. LEARNING OBJECTIVE: Understand the war in Europe 1941-1945.
 
1) The U.S. used its great industrial capacity to become the "Arsenal of 
Democracy."

2) The blitzkrieg (lighting war) soon changed to a war of attrition. 
Casualties were huge.

3) The British wanted to attack Germany on the periphery, the U.S. wanted a 
direct assault. The Soviets demanded an immediate second front on the 
continent. The invasion of North Africa in November, 1942 (Operation Torch) 
was a compromise that allowed American troops to become involved in the war 
at an early date, but it postponed the cross channel invasion until June, 
1944, and it greatly increased the power and the hostility of the Soviet 
Union in the post war world.  

4) The battle of Stalingrad (October, 1942-January, 1943) was "the end of the 
beginning" for Germany. Germany was mass bombed from the air. In July, 1944 a 
group of German military officers attempted to assassinate Hitler  they 
failed. The Battle of the Bulge (December, 1944) slowed the Allied advance, 
but the Rhine was crossed at Remagen on March 7, 1945. In April the Soviets 
moved into Berlin's suburbs. On May 7, 1945 Germany surrendered.
 
Importance: Misunderstandings between the Allies during World War II helped 
lead to the Cold War. The war was one of total destruction and slaughter.

VII. LEARNING OBJECTIVE: Understand the Nazi plan to exterminate the Jews.
Near the end of the war the concentration camps were liberated and the full 
horror of the Holocaust was discovered. Beginning in late 1941 Hitler began a 
systematic extermination of European Jews. An estimated 6,000,000 Jews were 
murdered by the Nazis.
 
Importance: The Holocaust had great impact upon the democracies of the world 
after the war, in that they had stood by and let millions of people be 
exterminated.

VIII. OBJECTIVE:  The student will understand the war against Japan, 1942-45.
 
1) By the spring of 1942 the Japanese controlled much of Asia. In the battle 
of Midway (June, 1942) the Japanese lost air and naval superiority in the 
Pacific. Guadalcanal (August, 1942) was the first American offensive against 
the Japanese. The U.S. military effort was hurt by the country�s Europe first 
policy.

2) Mass bombings against the Japanese and a naval blockade created severe 
hardships for the Japanese people. The Japanese organized suicide (kamikaze) 
attacks on American warships. On August 6, 1945 the U.S. dropped the atomic 
bomb on Hiroshima. After the bombing of Nagasaki, the Japanese surrendered on 
August 15, 1945. At the Yalta Conference the Soviet Union promised to come 
into the war against Japan 3 months after the defeat of Germany. The USSR 
entered the war after the bombing of Hiroshima.

3) Much of Europe, China, Japan and the Soviet Union had been destroyed by 
the war. Sixty million people were dead. World War II destroyed Europe's 
wealth and influence, and helped the Communists gain power in China. After 
the war the USA and the Soviet Union would both attempt to dominate the earth.
 
Importance: Because of racial and cultural hatred on both sides, the war in 
the Pacific was a �war without mercy,� culminating in the use of atomic 
weapons.

IX. LEARNING OBJECTIVE: Understand the domestic policy of the U.S. during 
World War II.
1) Like World War I, World War II was a total war in which the U.S., and all 
other nations involved, mobilized all their resources for war. WWII ended the 
Great Depression--real wages rose 50% during the war. The size of the 
government grew rapidly. Women moved into the workplace. As blacks moved 
north for war jobs, racial tensions increased.

2) People of Japanese decent were imprisoned. Of the 112,000 locked-up, 
71,000 were American citizens. Over 20,000 Japanese-Americans fought in 
Europe.
 
Importance: World War II led to profound social changes in the United States. 
The status of minorities and women began to improve. The standard of living 
rose to previously unimaginable heights.
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