IBDP IAs and EEs on The Great War


IBDP History Internal Assessment                       

Was the Kindermord at Langemarck a fact?
 
Subject: History Standard Level
Total Word Count: 1944

A. Plan of Investigation

Was the Kindermord at Langemarck a fact? To investigate if a massacre of young students, as the German Oberste Heeresleitung claimed on 11 November 1914, did indeed occur a variety of sources will be consulted ranging from newspapers and official military communiqués from the time and books from both British and German authors. Key among these is Lagemarck: Legende und Wirklichkeit of Karl Unruh, a veteran from the Great War writing a detailed account of the battle that embraces the brutal truth of the battle at Langemarck decades after and the German communiqué stating that young regiments advanced against the enemies lines singing “Deutschland über alles” which was published in various newspapers as the Hochheimer Stadtanzeiger and was the origin of the myth at Langemarck. In order to investigate if the happenings at Langemarck were a myth or fact the analysis is going to concentrate on the specific age of the student soldiers, the number of student casualties and the fact that they are claimed to have advanced singing.

Word Count: 171
B. Summary of Evidence

Before the battle of Ypres the Germans were facing huge gaps in their western front lines between Lille and the Belgian coast since the III Reservecorp was the only force holding position after their victory at Antwerpen . In Germany many volunteers that also contained students were desperate to participate in World War One and wanted to be part of it. This was reflected in the command by the Prussian war ministry on 16. August 1914 to create six new Corps, which mostly consisted of volunteers that included students that were poorly trained and inexperienced . The total amount of German student volunteers in summer and winter of 1914 were 40,761. Therefore the XXII, XXIII, XXVI and XXVII Corps were sent to the western front and were made up of 120,000 soldiers . The four new Corps then joined together with the III Reservecorp and formed the new German fourth army, which was previously broken up and the troops were reinforcing the German fifth and sixth army .

The battle of Langemarck was part of the German attack on Ypres, which was launched on the 12th October 1914 . Ypres is a town located near the French border in the west of Belgium. The attack on Ypres intended to overtake British port channels and the Allied supply lines . As soon as the Germans and the Allies noticed the vital importance of this location they reinforced their troops rapidly which is known as “the race to the sea” . After the failure of the Schlieffen Plan in September 1914, which was marked by the German losses at Aisne and Marnethis this battle was the chance for German breakthrough into the French towns of Dunkirk, Boulogne and Calais . The opposing allied resistance was made up of four British Corps of the British Expeditionary Force, which were dragged out of the Arsainefront under the command of General French . Belgian troops were already present at Ypres and tried to resist the German attack as long as they could . Adding to that French military formations would join the battle during its course . At first the Allies tried to attack the Germans at various locations near the French border but since the German army largely outnumbered the Allied troops they dug themselves in the ground and tried to defend their position . Even though the Germans outnumbered the allies they suffered 100,000 soldiers casualties during the First Ypres.

The Langemarck battle itself occurred between the 21st and 24th October and was brutal . The battle was actually 5 km in the west of Langemarck in a town called Bixschoote, but the German Oberste Heeresleitung preferred Langemarck since it sounds more German . The German XXVI Corp under the command of the Commander-in-Chief Falkenhayn attacked Bixshoote from the east . The percentage of student soldiers at and around Langemarck was 18% of the whole army .  The German Corp advanced slightly at first but had to take in account huge losses thereafter and finally did not manage to break through the experienced Allied troops . Therefore the German army is claimed to be defeated in the battle . In the Langemarck battle 25,000 student volunteers died, which created the myth of the “Kindermord” . The British Expansionary Force recorded that they were facing school kids that ran into their machine guns at Langemarck .

The German Oberste Heeresleitung announced in a November 11, 1914 communiqué that, from October 22-24, young regiments advanced against the British, Belgian and French lines and achieved a breakthrough singing “Deutschland über alles”, later to become the German national anthem, in an incident known as the Langemarck “Kindermord“ . During the First Ypres German soldiers also sang “The Watch on the Rhein” while advancing against the enemies lines in order to prevent friendly fire .

Word Count: 637
C. Evaluation of Sources

The communiqué was published by the Hochheimer Stadtanzeiger on the 11.November.1914 and written by Guido Ziedler. Since it was published nearly two weeks after the battle, it sought to put a positive spin on what had been a disaster. The communiqué was "one of the most famous and repeated military bulletins of the war" in the words of Jaime Fisher. Therefore the source is very valuable since this communiqué was the origin of the Langemarck myth and I would not have been able to write this investigation without this essential primary source from the time. It is also the basis of any form of propaganda that aroused from the battle of Langemarck and ultimately encouraged patriotism in Germany. The “Kindermord” at Langemarck was especially used for propaganda during the rise of the Nazis . However the communiqué is also misleading since it is written in order to motivate the German population in the beginning of World War One and encourage patriotism. This is underlined by the emotive use of language in the communiqué. As an example it states “junge Regimenter” which emphasises the fact that the soldiers at Langemarck were of young age, which encouraged compassion within the German population.

Whereas the communiqué is the origin of the Langemarck myth the book Langemarck: Legende Und Wirklichkeit by Karl Unruh published in 1986 specifically intends to analyse the truth of the myth building on previous scholarship over seven decades  to provide "the most detailed account" of what actually happened at Langemarck. Unruh himself was a veteran of the war and served for Germany in the Second World War , providing him with a unique and intimate understanding supported by factual information to highlight the “brutal truth”  of the battle. He also uses a variety of sources ranging from military reports of the time to detailed accounts about Langemarck up to 1986, which emphasizes the detail Unruh works with in the creation of the book. His focus is specifically on the battle itself; indeed, the title states that he intends to challenge the “legend” of Langemarck. However, Unruh was also not a trained historian , which limits his research skills and historic understanding. Therefore the book concentrates on the battle of Langemarck without discussing politic and historic context to great extent.

Word Count: 382
D. Analysis

The Langemarck myth is of great historical importance since it was used as patriotic and nationalist propaganda during the First World War through to the end of the Second World War . Hitler writes about the battle in Mein Kampf, which was a key to Nazi propaganda, and portrays himself as one of the soldiers advancing against the enemy singing “Deutschland über alles” .

The defeat of the German army at Langemarck was demotivating and embarrassing already since they outnumbered the allies and if the population would gain knowledge of the happenings at Langemarck, they would start to feel ashamed. This was a reason to conceal the actual happenings and replace them with positive news from the western front, which would increase the Germans confidence during the war and create the myth . The German newspapers were covered with headlines about Langemarck after the 11th November 1914 . It appears very interesting that the battle of Langemarck was between the 21st and 24th October but the communiqué was only published on the 11th November, which underlines the questioning of Langemarck not being a fact but a myth.

The German Oberste Heeresleitung announced in the communiqué that the regiments at Langemarck advanced as they were singing “Deutschland über alles”. The historian Wilhelm Dreysse also states that the German soldiers were advancing singing this song . However the historian Karl Unruh states that there is no reference of the singing in contemporary descriptions of the battle, nor in a 1915 pamphlet about the List Regiment containing detailed battle reports about First Ypres . Adding to that there is only one account of soldiers singing during the battle of Ypres, which is noted in the official regimental history . However this is limited to the fact that the soldiers were singing “The Watch on the Rheine” and they did that to prevent friendly fire on Comrades . This limits the fact that the German national anthem under the Nazis was sung at the battle of Langemarck since there are no accounts other than the communiqué by the German Oberste Heeresleitung, which is clearly biased.

Furthermore the soldiers present at the battle of Langemarck were volunteers but these did not only include students. In the summer and winter of 1914 there were 40,761 student  volunteers . Even if all 40,761 student volunteers of summer and winter in 1914 were present at the battle of Langemarck they would only make up one-third of the four new created corps that were sent to the battlefield . Adding to that the 25,000 students who lost their lives at Langemarck seem to be a great amount of casualties at first. However when taking under consideration that the four created Corps contained 120,000 soldiers not counting the III Reservecorp that was already present in the north of Belgium it does not appear to be that big . Also the 100,000 casualties on the German side during the First Ypres, which lets us assume that there were many other soldiers present that were no students but fathers of families and recruited soldiers that lost their lives . However Unruh argues that the number of student volunteers appeared to be far more than it actually was inside the army because they were highly motivated and hence motivated the other soldiers . Also he points out the fact that the British stated that it appeared to them as if school kids ran into their machine guns because they looked so young, which again underlines the fact that many people thought that the German army almost only consisted of students . This would then result in the creation of the “Kindermord” at Langemarck.

Word Count: 613

E. Conclusion

The Kindermord at Langemarck portrays to us the image of young soldiers dying for their fatherland singing “Deutschland Deutschland über alles”. However this is not quite the case since there is no comprehensive account of the students singing, the students were not of a young age, the students only made up a part of the army and there were far more casualties of soldiers that were not students. This implies to us that the “Kindermord” was used by the Germans for propaganda reasons in World War One through to the end of World War Two, which increased nationalism and patriotism. On the other hand though the role of the students was vital in the battle of Langemarck since they were motivated and pushed the enthusiasm of the poorly trained army.

In conclusion the “Kindermord” at the battle of Langemarck is an exaggeration of facts that turned into a myth.

Word Count: 149

Total Word Count: 1944


F. Works Cited

Beckett, I. F. W. Ypres: The First Battle, 1914. Harlow, England: Pearson/Education, 2004. Print.

Dreysse, Wilhelm. Langemarck 1914; Der Heldische Opfergang Der Deutschen Jugend. Minden I.W.: W. Köhler, [193. Print.

Dithmar, Reinhard. Langemarck: Ein Kriegsmythos in Dichtung Und Unterricht. Ludwigsfelde: Ludwigsfelder Verl.-Haus, 2002. Print.

Fisher, Jaimey. Disciplining Germany: Youth, Reeducation, and Reconstruction after the Second World War. Detroit: Wayne State UP, 2007. Print.

Hirschfeld, Gerhard, Gerd Krumeich, and Irina Renz. Enzyklopädie Erster Weltkrieg. Paderborn: Schöningh, 2003. Print.

Hitler, Adolf, and Ralph Manheim. Mein Kampf,. Boston: Houghton Mifflin, 1943. Print.

Kester, Bernadette. Film Front Weimar: Representations of the First World War in German Films of the Weimar Period (1919-1933). Amsterdam: Amsterdam UP, 2003. Print.

"Letzter Seufzer." Der Spiegel 9 June 1986: 89-91. Print.

Unruh, Karl. Langemarck, Legende Und Wirklichkeit. Koblenz: Bernard & Graefe, 1986. Print.

Weber, Thomas. Hitler's First War: Adolf Hitler, the Men of the List Regiment, and the First World War. Oxford: Oxford UP, 2010. Print.

Williams, John Frank. Corporal Hitler and the Great War: 1914-1918 : The List Regiment. London [u.a.: Cass, 2005. Print.
Zeidler, Guido. "Die Kriegslage." Hochheimer Stadtanzeiger 163 (11 Nov. 1914): 02. Print.





IBDP History Internal Assessment

Examination Session: May 2013
Word Count: 1,982


A.    Plan of the Investigation
Was Captain Turner To Blame For The Torpedoing of the Lusitania? To answer this, books published then and now will be consulted, which discuss the events leading to the sinking and the messages sent from the Admiralty to the Captain of the Lusitania on that day will be used. The actions and decisions made by the Admiralty will also be researched to examine Turner’s actions during the end of the Lusitania’s voyage. This investigation will not consider the various conspiracies associated with the sinking.
A critical source used is the minutes of the Mersey Inquiry as it documents the events leading up to the sinking and shows the immediate answers to questions about the activity on the Lusitania before and during the sinking. The second crucial source is ‘The Lusitania’s Last Voyage’ by Charles E. Lauriat, Jr., an American passenger aboard the ship, whose personal experience and perspective will be used to compare with the official inquiry’s conclusions.

B.    Summary of Evidence
The RMS Lusitania was a British Cunard luxury liner, the “largest and fastest vessel of its time” and like the Titanic “…the ship line [believed it] … unsinkable.” The Lusitania began her last voyage on the 1st of May 1915 from New York to Liverpool with William Turner as her captain.
On the 6th of May, at 19:50pm, the Lusitania received the first of many submarine warnings. The ship had been sailing at 21 knots, however due to heavy fog around 6:00am, it slowed to 15 knots. At 11:00am the fog cleared and the ship sped up to 18 knots, which though not her top speed, was still faster than German submarines. After coming out of the fog, Captain Turner changed course to a 4 point-bearing to find their exact location as he didn’t “…navigate a ship on guess-work.” In addition, if faster they would reach the Liverpool bar before it could be crossed due to tidal conditions, making them a target to submarines.
The Admiralty’s order to sail a mid-channel course wasn’t followed as the Lusitania hadn’t reached a channel yet, but was in the Celtic Sea. Also, in previews wartimes cruisers escorted merchant ships to safety and Turner was told the Juno would be their escort. However, shortly after noon, May 7th, the Juno was signaled to abandon her duty by the Admiralty. Admiral Coke in Queenstown, Ireland was instructed to warn the Lusitania, however failed to do so, leaving the Lusitania without knowing they were alone. A message was also sent to Turner about a zigzagging course used to escape submarines. However it wasn’t clear and therefore Turner thought it was only to be done once a submarine was spotted.
At 2:10 pm the Lusitania “…turned into the path of a…German submarine off the coast of Ireland…” and was struck on her starboard bow. Captain Turner tried to get the ship closer to shore, however when he tried to, he found the hydraulics had failed, the rudder was stuck and the engine wasn’t responding. Due to its tilt, only 6 out of 48 lifeboats were successfully launched. Like the Titanic, the Lusitania’s stern stuck above the water’s surface, rose and then slid under. In 18 minutes she was on the seabed, 18km away from Old Head of Kinsale, Ireland with 472 of the 1,257 saved.

C.    Evaluation of Sources
The Mersey Inquiry, started on the 15th of June 1915 in Central Hall, Westminster, London.
The Mersey Inquiry was conducted to find out what exactly happened and who is culpable for the sinking. As the minutes were taken during the five-day court, eight days after the sinking of the ship, it documents the questioning by the Attorney General and the immediate answers from Turner and other survivors about the sinking of the Lusitania. It’s critical to this investigation as it clearly illustrates the events before and during the sinking of the ship. Because it was conducted in the middle of the war, it must be considered in light of the Government’s vulnerability in regards to any perceived negligence or its role in carrying munitions from a declared neutral country. Furthermore, one must realize that the only information gained is from the answers to the lawyer’s questions. The only witnesses questioned, were ones the Admiralty knew didn’t have condemning information in regards to them, and documents and orders were manipulated so that the blame would not fall on the Admiralty. Some documents are still classified to the public and researchers today, which leads one to believe them to being incriminating.

‘The Lusitania’s Last Voyage’ by Charles E. Lauriat, Jr., a 2nd class passenger aboard the Lusitania, was published by the Houghton Mifflin Company in Boston and New York in 1915.
    Written as a reflection of the sinking, as well to publically criticize the Mersey Inquiry, Lauriat, being American, was not prevented by the British government from openly criticizing the Mersey Inquiry. The first part accounts the five days prior to the sinking, written before reading the official inquiry so as not to be influenced by outside opinions when coming to his own conclusions. The second part, most importantly for this investigation, contains his reflections on the events whilst fresh in his mind and written to ‘add details…to…answer questions…from reading Part One.’ A republication of a translated article from the Frankfurter Zeitung is in the third part, for the purpose of showing, what Lauriat felt was a typical German perspective of the sinking and their opinions on it. Lastly was the full written report from the Mersey Inquiry accompanied by Lauriat’s disagreements with the court’s decisions of blaming the Germans instead of Turner. His criticism of the Inquiry has been vital for this investigation as Lauriat gives opinions on the Inquiry and Turner’s sailing not tainted by politics.  His account of the events during the sinking may however not be accurate due to panic and confusion from the passengers during the sinking, affecting his perception of the Captain and his actions.

D.    Analysis
As commander of the Lusitania, Captain Turner came in for special attack for his handling of the disaster in the subsequent Mersey Inquiry, defending himself from the Admiralty’s accusation that he disobeyed their orders saying: “I consider I followed them as well as I could.” While Turner did not follow all of the Admiralty’s orders, Lord Mersey felt “[Turner] exercised his judgment for the best. It was the judgment of a skilled and experienced man…”
One charge was that Turner did not travel a mid-channel course which, while true, ignores the fact she had not reached St. Georges Channel yet, but remained in the Celtic Sea; the Lusitania was not sunk in a channel.  Turner, a skilled seaman, argued he had not disobeyed orders due to their geographical position.
    A second accusation concerned Turner’s failure to sail at a zigzag course causing the ship to be sunk. Again true, but Turner had still to find the ship’s position while misinterpreting the message he had received from the Admiralty about that course of action, believing he was only to follow that course if submarines were spotted. During the inquiry a message was read to Turner, which was different and clearer to understand than the one he had received explaining the zigzag course; the message had been rewritten for the inquiry to exonerate the Admiralty.  When the fog lifted Turner needed to find the ship’s position thus taking a four-point bearing, which Lauriat was told would take 30 to 40 minutes. The Lusitania was struck during this operation. Though this accusation was emphasized during the inquiry, Lauriat stated in his book: “It may be (though I seriously doubt it) that had he done so his ship would have reached Liverpool in safety.”  Lauriat criticizes Turner throughout his book, however states that he doubts the zigzagging would have guaranteed a safe journey.
A third accusation was that Turner had not sailed at full speed (21 knots). The Lusitania had in fact slowed down to 15 knots due to fog and not wanting to run aground. Once the fog cleared, their speed increased to a steady18 knots as Turner wanted to verify their exact location. Turner also estimated that a faster speed would miss the crossing at the bars at Liverpool due to tidal conditions, resulting in circling for hours and becoming an easy target to submarines. The Admiralty focus on the Lusitania’s speed was again dismissed by Lauriat: “…the steamer’s speed was of no significance and was proper in the circumstances.”  as the ship was still one of the fastest ships at the time.
Though the inquiry stated Turner was a skilled seaman, acquitting him, Lauriat argued “It would seem that Lord Mersey measures ‘skill and judgment’ by the number that were lost…” and concluded that Turner and his crew acted and negligently. Turner himself admitted he didn’t follow all the orders, however felt he did the best he could. The orders the Admiralty gave didn’t leave room for leeway and did not consider natural conditions such as tide and fog, which affected Turner’s sailing significantly.

E.    Conclusion
Captain Turner was not responsible for the sinking of the Lusitania and the deaths of her passengers. He was an expert sailor affected by unsuspected fog that slowed him down, the lack of clear information from the British Admiralty and the inexperienced sailors he had. The Captain was further more confused by the lack of escorts supposed to be waiting for them which he was told would be there to guide the Lusitania safely into port.
He was forced to disobey the Admiralty by decreasing the ship’s speed out of necessity so as not to run aground and to not reach the Liverpool bar at low tide, which would have made them an easy target for submarines.
After being torpedoed, the Lusitania was going to sink whether the crew and its captain were skilled or not. During the inquiry the Admiralty continuously tried to make Turner the scapegoat while ignoring its own culpability through providing a lack of information and guidance. This investigation thus concludes that Turner is therefore not guilty for the sinking of the Lusitania and the deaths aboard.

F.    Works Cited


Bain, George G. ‘Lusitania.’ Digital image. Library of Congress. Library of Congress, n.d. Web.
‘British Wreck Commissioner’s Inquiry (Day 1): Captain William Turner – Recalled.’ Lusitania Inquiry Project. 2004-2006. Lusitania Inquiry. 1915. Web.
Bruskiewich, Patrick. Lucy, the Shell Crisis and Special Intelligence. n.p.n.d. Print.
Denson, John V. A Century of War: Lincoln, Wilson and Roosevelt. Auburn, Ala.: Ludwig Von Mises Institute, 2006. Print.
Freedman, Russell. The War to End All Wars – World War 1. New York: Clarion Books, 2010. Print.
Hickey, Des and Gus Smith. Seven Days to Disaster, The Sinking of the Lusitania. Collins, 1981. Print.
Jackson, Jack. The Wreck of the Lusitania. London. 2007.Print.
Lauriat Jr., Charles E. The Lusitania’s Last Voyage. Houghton Mifflin   Company,1915. Print.
‘Secret Lusitania Evidence Shows Captain Admitted He Disobeyed Admiralty
     Orders’ The New York Times. November 5, 1919.
 ‘The Lusitania.’ The Lusitania Resource. Ren-Horng James WangWeb. 2003-2012. Web. November 5, 2012.
‘The Lusitania Sunk Off The Irish Coast By German Pirates’ The New York Herald. European Edition – Paris. Saturday, May 8, 1915.



How Significant was the Chinese Labour Corps in the Formation of China’s New National Identity leading up to the May Fourth Movement?  

Abstract

The role of the Chinese Labour Corps is a topic curiously neglected in history, both in terms of its aid to the Allied powers as well as its impact on China. Rather than offering an analysis of their role in the Great War and their relationship with the West, this essay will concentrate on the role the Chinese Labour Corps played in China’s struggle to find foothold on the international stage. This results in the question “How significant was the Chinese Labour Corps in the formation of China’s New National Identity leading up to the May Fourth Movement?”
The investigation is structured in the following manner: first giving an introduction to China’s political situation and the background of the Chinese Labour Corps so as to set the question in context and provide information that is vital in the understanding of the circumstances. Secondly, the opposing motives of China and the Allies are illustrated, followed by the role of education in Europe and the impact of returning scholars and workers in China. Finally, the conclusion to the question is approached and described.
 A variety of sources are used, offering both Western and Chinese viewpoints from contemporary and modern times. Notably, Chinese historian Xu Guoqi’s Strangers on the Western Front prominently features, being the first and only comprehensive study into the Chinese Labour Corp’s impact on China itself. 
Additionally, given that most were illiterate peasants, there is a scarcity of primary sources from the labourers, while any work they may have produced in later years does not seem to have been recorded.

Introduction
Western historians generally agree that China’s participation in the First World War was, for the most, insignificant. Chinese contribution as an Allied Power was not of value to the Allies, having joined the war in its later years and lacking military impact. What is often overlooked, however, is the role of the Chinese Labour Corps (CLC), and its involvement in shaping China’s national identity. Significantly, the May Fourth movement marked a fundamental turning point in history, in which a country previously set on Westernisation made a decisive turn against the West and towards Communism. While the cause of this decision is largely agreed to have been their betrayal at Versailles, one cannot understand the impact this duplicity had on the people and government, without understanding the changing national sentiment that was spreading in China, fuelled by the hope put into the CLC. Hence, this leads to the question “How significant was the Chinese Labour Corps in the formation of China’s new National Identity leading up to the May Fourth Movement?”

The impact of the CLC is still significant today – in a time where Chinese labourers are becoming increasingly undermined despite their importance in bringing the Communist party to power, their role in merging societal divides and making the first step towards internationalisation should not be overlooked. Moreover, the study of this seemingly obscure chapter in history is vital to understand the Chinese sentiment that was to shape the coming world order.

China’s Political Situation after the 1911 Revolution
The fall of the Qing dynasty after the 1911 Chinese Revolution marked an end to China’s time as an “embalmed mummy”, an imperial state with an unchanging society. The country witnessed an influx of ideas that were to shape their political motives during World War I. The Republic of China was founded, and, by 1912, Yuan Shikai ruled as president, later crowning himself emperor. 
Having effectively established a dictatorship, his death in 1916 left a political vacuum that left the Beijing government in a purely symbolic role, while the true power was seized by warlords, defined by James E. Sheridan as “one who commanded a personal army, controlled or sought to control territory, and acted more or less independently.” Politically speaking, the revolution had not been a success – C.P. Fitzgerald, living in China at the time, described the situation as “an incomprehensible confusion. No principles appeared to be in conflict; no contest between democracy and tyranny was visible, no climax and no conclusion.”
However, Harold Tanner, writing 90 years later, argues that in this confusion, there was newly found intellectual freedom that was to have a major impact in the formation of political ideologies.  As Tanner argues, “although the 1911 revolution failed to establish an effective government and did nothing at all to address rural poverty or other social issues, it did open the way for a period of intensified intellectual, cultural and social change. He argues that, “musicians, artists, educators and writers searched for the causes of China’s continued weakness and for ways to construct a robust modern Chinese national identity.” Students were sent to Europe and America to study; “their exposure to foreign countries only served to strengthen their nationalist consciousness.” Our Western understanding of nationalism did not exist as such. “Nationalism in its modern form was a Western import into China.” Heavily influenced by internationally educated students and intellectuals, China’s domestic policies took a pro-Western turn, with educational reforms that included Western studies, and a general westernisation that encouraged the rejection of Confucian values and instead promoted the idea of a new, “Young China”. The republic thus strived for equality with the Western powers, and saw the outbreak of World War I as potentially beneficial to this cause. As put by Rana Mitter, “The ideas of nationalism which had developed among a small elite exposed to European thought in the late nineteenth century had by now spread to many of the urban youth, who for the first time realised that their future lay in the modern, globalised world, utterly different from the old Confucian that lay in ruins.”

The Chinese Labour Corps
I) Background
China’s hands were tied in terms of the extent of the involvement they could have in the war, looking for ways to aid diplomatically that would, however, have enough impact to be recognised and benefit from. In June 1915, General Liang Shiyi and friend Ye Gong Chuo devised a scheme guaranteeing Chinese participation without officially breaking the country’s neutrality. Aware of the need for manpower on the Western Front, the General drew up a scheme he called “yigong daibing” , sending Chinese labour workers to aid the Allies. This move was to demonstrate China’s sincerity in its newly found internationalism, while hoping to benefit both financially and economically.  The plan was approved and officially put in place at the 1916 War Committee in London, where the “Chinese Labour Corps” was founded. The workers were to serve in France, supported by non-governmental foreign companies, to avoid any accusation of China’s end to neutrality.  
Previously, Chinese had travelled to work as so-called “coolies”, under contract or treaty provisions, “tempted to do so due to poor conditions in China and because of the comparatively high wages offered.” As one descendant recalls decades later, “They got no more than three to five silver dollars a year from toiling in the fields. Now, ten silvers for each month, who could resist the temptation?”  Additionally, it was a chance for sheltered locals to gain experiences overseas.
French and British organisations advertised the CLC through media and old British missionaries.
Those under French recruitment were offered a completed 5-year contract, after which the workers could decide whether to stay or return to their homeland, and were promised equal rights to French civilians. They were to be placed well behind the frontlines and work in camps and factories.  Those under British recruitment were disadvantaged – “each labourer was contracted to work for three years, but the army could terminate the contract after one year, giving six months notice. Compared to the contract workers signed with the French, the terms of the British were not at all favourable.”  Nevertheless, the prospective benefits for the workers overshadowed the unreasonable contract terms, and the plan was successful – over the two remaining years of the war, the Allies shipped an estimated number of 140 000 “coolies” to Europe.

II) China’s Motives
Historically, China had always sought distance from the West, considering themselves superior and regarding European materialism with contempt. As early as 1717, Emperor Kangxi noted “there is cause for apprehension lest in centuries or millennia to come China may be endangered by collision with the nations of the West.” As argued by Harry Gelber, “China’s rulers distrusted foreign traders, especially Western ones, as liable to disturb the empire’s domestic peace, however much China needed the flow of foreign earnings.” There had been a long history of struggles between China and the West, most notably the Opium Wars against Britain that spanned from 1839-1860. Consequently, the general feeling within the population was one of increasing hostility as Europe’s presence in its country became more pronounced, earning them the name of the “foreign devils.” Harrington argues that the Boxer Uprising in 1900 “can be attributed directly to Chinese hatred of foreigners and foreign interference in their country. (…) In short, the Boxer Rebellion was a last grasp attempt to throw off the foreign yoke and preserve the Chinese culture, religion and way of life once and for all.” However, Leifer argues it was  “necessary to adapt to Western ways if China were to strengthen itself and once again acquire the power and wealth to repel aggressors and re-establish its significance as a major centre of power and culture in the world.”
Chinese historian Xu Guoqi speaks in favour of this claim, arguing that “the Chinese (…) had been obsessed with one thing and one thing only since the turn of the century: how to join the world community as an equal member.” He point out the domestic benefits awaiting China through Westernisation: key figures in the Chinese government were seeking to work towards modern reforms for the Chinese population and its industry. “Social elites such as Li Shizeng and Cai Yuanpei believed that the nation needed citizens who had learned from abroad to propel reform.” The reason behind sending thousands of Chinese to France was the expectation that, upon return, “they would have an enormous impact on Chinese society.” The war provided the perfect opportunity for Li and his fellows to re-enforce their labour education plans. In their collective memo to the Chinese government, they argue that the recruitment programme would significantly develop Chinese national identity and secure a new position in the world. “Chinese labourers in France would be in the vanguard of this trend of learning from the West.”

As both sources confirm, China had faced a major shift in attitude and was now looking to re-establish itself. Disconnected from domestic European politics, China did not have any reason for an interest in what was happening on the European stage other than selfish motives. Consequently, this paradoxical reluctance to affiliate with Western materialism but longing for modernisation resulted in what Leifer calls an “anti-Western Westernisation.” By the outbreak of war in 1914, China was a country whose government was focused on international prestige to counteract their “historical frustrations” of inequality on the international scene. While obviously militarily inferior, regaining their status diplomatically seemed the best plan. The labour supply was important for Chinese international relations, not only as a means of winning a seat in the post war peace conferences, but to work towards equal treatment and respect, including the removal of foreign privileges in China.


III) CLC’s Role for the Allies
British historian Brian Fawcett emphasises the fact that Chinese labour overseas was not in the least uncommon, and was consequently considered a practical measure, rather than a symbolic gesture. Fawcett reasons that, “as the war progressed, Britain and her allies required more manpower for their forces, so releasing those men who were unloading necessary supplies and war material.” This is supported in a July 1916 speech by Churchill, Home Secretary at the time, addressing the House of Commons and laying out the reasons for British support of the labour plan: “I would not even shrink from the word Chinese for the purpose of carrying on the war. These are not times when people ought in the least to be afraid of prejudices. At any rate, there are great resources of labour in Africa and Asia, which, under proper discipline, might be the means of saving thousands of British lives and of enormously facilitating the whole progress and conduct of the war.” Clearly, the Allies saw no consequent obligations in the matter, lacking to give a clear indication or settlement of potential Chinese repayment for their efforts.

When compared with Chinese sources, however, a misunderstanding between China and the Allies, and Chinese over-expectation, is revealed.  In an emotional attack against the Allies, a 2009 documentary on the CLC, commissioned by the government-run China Central Television (CCTV) takes a stance against the Allies. Claiming that China’s vehemence in its engagement with the Allied powers had no impact on their view of China, CCTV goes on to say that Britain and France accepted their proposal of the CLC for purely practical reasons without consideration of China’s diplomatic aims. This is not untrue - initially, Liang Shiyi’s proposal had been turned down on the grounds that any Chinese participation would only complicate matters. Similarly, Xu Guoqi adopts a cynical attitude towards the Allies, consistently portraying them as selfish and inconsiderate. While France saw the plan as hugely beneficial, Britain feared China’s involvement in a victory, perhaps entitling them to land previously occupied by Germany and the allies – “Chinese participation would therefore only cause geo-political complications and was ultimately detrimental to British interest.” 
Unsurprisingly, both Chinese sources focus particularly on what they deem racist and inhumane behaviour against the Chinese labourers, striving to find fault in Allied conduct. While there is reason to suspect an exaggeration of facts, particularly in the case of CCTV, being under governmental control, the sources valuably illustrate the strong emotional ties that China had, and continues to have, to the idea of the CLC – and the implications this popular sentiment may have had in the build up to the May Fourth Movement.

Treaty of Versailles and the Controversy of their Impact in WWI
While China’s military participation in the war had indeed been minimal, their labour aid proved arguably successful for the Allied advantage. Particularly sensitive towards the role of the CLC in China’s first steps towards internationalisation, high hopes were riding on the sacrifices the CLC had made for the war and their significance in the country’s future. “In a telegram to the Chinese minister in London on January 25th, 1917, the Foreign Minister openly linked its labour scheme with its larger plans,” stating a list of conditions, of which the most important was that “Britain would help China secure a seat at the post war peace conference.” The Chinese arrived at the Paris Peace Conference with high expectations to regain its lost territory of Shandong, which included the port city of Qingdao, and finally enter the international scene as equals.

However, in his memoir, Lloyd George called China’s war contribution “insignificant.” Unknown to China, Japan had made a secret deal with Britain and France in 1917 that transferred German colonies in China to Japanese control in the case of an Allied victory. Indeed, the Allies never saw China’s role as important or worthy of acknowledgement. The few primary sources available, such as the derogatively named book “With the Chinks”, by former CLC lieutenant Daryl Klein, reveal a patronising attitude towards what Klein calls an unthreatening “race of Peter Pans, never having grown up.” More recent sources, such as Michael Summerskill’s “China on the Western Front” tend to gloss over the unpleasantries, elaborating instead on intercultural friendships.

A study of Chinese sources reveals an utterly different approach towards the importance of the CLC. Regularly emphasising the Chinese “betrayal” and their national importance, China refuses to comply with the Western view of the CLC’s insignificance. In the first extensive study of the CLC, only recently published in 2011, Xu Guoqi claims that, “from the day the labourers were recruited, France and Britain were not honest with them. They were promised by France and Britain that they would not be sent to the battle zones. But many Chinese died from the hostile bombing, precisely because they worked near the front. Nowhere in their contracts was it suggested that they would be subject to military rule, yet military supervision was exactly what they had to deal with.”  He goes on to argue that, “Chinese labour and Chinese sacrifices in the war were brushed aside by the West.”  Both Xu’s book and the CCTV documentary not only strive to justify their claim for territorial compensation, but also endeavour to highlight the CLC’s influence on Chinese nationalism.

Consequently, there was a monumental outcry in the country when the Treaty of Versailles denied China Shandong, instead transferring the territory to Japan. After an official protest, the Chinese delegation refused to sign the document.  There was a strong feeling of betrayal by the West, particularly by the American President Woodrow Wilson, whose promise of the right of self-determination in his Fourteen Points had been interpreted as a reference to the Shandong problem.
In Beijing, students met in the capital and drafted a series of protest resolutions in what would be the start of the May Fourth Movement. As argued by Michael Dillon, “These controversial Shandong clauses of the Treaty of Versailles were to become the cause célèbre for patriotic Chinese and led to the radicalisation and politicisation of members of the intelligentsia who had hitherto been focusing on cultural, linguistic and literary reform.” This was the turning point for China’s future politics, turning its back on its strive towards westernisation – ultimately, it had been due to “Wilson’s failure to resolve the Shandong question, that Chinese intellectuals first decided to turn to Soviet Russia.”

The CLC’s Impact on China after WWI

I) Worker’s Education in Europe
Marilyn A. Levine argues the workers “did not fulfil the expected foreign policy objective” set out by the government, having achieved no further recognition by the Allies. However, Levine’s view is limited – not looking at the broader picture, namely the impact of the CLC on Chinese society. While having failed internationally, the CLC was to shape national identity by integrating scholars and labourers. The social divide between intellectuals and uneducated workers was great, with the majority of the population illiterate and ignorant to world affairs. The CLC marked the first organised contact between scholars and labourers. The Chinese YMCA, an “independent organization allied with the world movement” coincided with China’s pursuit of national identity and early efforts to join the world community as an equal member. The YMCA saw themselves in an imperative role for the workers in their global education and literacy. As written in one of the Association’s volumes, “They (the workers) would exert great influence upon China on their return. To help them to imbibe the true Christian spirit is to lay a good foundation for China’s future, which means so much to the future of the world.” In 1918, the International Committee of the YMCA recruited Chinese students who had been educated and lived in France, Britain and the United States to come and work for their fellow countrymen. The focus was less on theology, but on the teaching of the current world situation and the workings of international relations to the workers. Organised efforts, including lectures by Chinese scholars, were made to explain the Allied reasons behind war, China and the Chinese workers role in it, Western civilisation and the relationship between China and America. 
To encourage labourer participation, workers wrote and submitted pieces on topics like “Chinese labourers in France and their relation to China”, “What is the Republic of China?”, “Why is China weak” and “How to improve education in China.”  When the Shandong question came up, many labourers submitted letters using “rational words or angry sentences to express their strong opposition to giving Shandong to Japan.” Most importantly, the collaboration between scholars and workers would be revolutionary. Scholar Yan Yangchu recalls: “I had never associated with labourers before the war … we of the student class felt ourselves altogether apart from them. But in France I had the privilege of associating with them daily and knowing them intimately. I found that these men were just as good as I, and had just as much to them. The only difference between us was that I had had advantages and they hadn’t. During the war in France, it seemed that I was teacher to the labourers, but actually it was they who educated me.”

With a large percentage of workers illiterate and oblivious to the world and China’s history, their education in Europe was a turning point for the education of the poor working class, and the relationships formed with the scholars proved mutually beneficial. Both groups had always lived fundamentally separate, lacking contact or understanding of each other. Historians such as Summerskill and Levine only provide restricted analysis of the CLC, focusing primarily on their war contribution or their failed international impact, with only brief mention of the intelligentsia’s presence. It is only Chinese sources like Xu who extend the view to focus on their true importance, namely the domestic impact of this new relationship. Undoubtedly, this link was of vital importance for the formation of the workers’ and scholars’ ideas, with which they would both return to their homeland.

II) Action Taken by Workers and Intellectuals in China
Upon their return to China, the workers worldview had been effectually altered, having experienced the West at war, first hand. Influenced by ideas that they had picked up in Europe from Chinese intellectuals and locals, the labourers were cognizant of new political and social ideologies.  Xu Guoqi claims that, “as a consequence, they wanted to do their share in shaping the new world order and improving China’s status in it.” Labourer Fu Shengsan wrote an article entitled “Chinese Labourers in France and their Contribution to the Motherland”, published in the “Chinese Labourer’s Weekly”: Chinese labourers “had not really understood the relationship between an individual and a nation before they came to Europe. When they witnessed the Europeans fighting for their country in the Great War, their own nationalism and patriotism was aroused as well.” Labourers were determined to educate others with the knowledge gained in Europe – Their experiences “helped them realize that Westerners were not superior to the Chinese, making them confident that China might become as strong as the West.” Upon their return to China, the politically awoken labourers took active interest in their domestic politics and their rights. CLC returnees had a profound effect in China itself. In Shanghai a syndicalist group called the Chinese Wartime Labourers Corps was formed. In Canton, returnees created 26 new unions “regarded as the first modern unions in China” These unions had a significant impact on local workers, influenced by the returnees’ ideas that inspired them to fight for their rights. In the early 1920s, union members frequently held strikes. The government was requested to make systematic plans for returnees, and devised a plan called “Anzi Huiguo Huagong Zhangcheng “ which made use of the technical skills workers had acquired in Europe and assigned them suitable jobs as a means of driving their economy. 
However, while the workers had changed attitudes and new political motivation, being mere labourers, their impact was only felt locally. The spread of their national influence was therefore left up to the CLC intellectuals. Returning scholars had not been left untouched by their experiences, and it was ultimately them, inspired by the labourers, who changed China’s national identity. As Xiaorang Han argues, “Chinese intellectuals in the revolutionary period were deeply concerned about rural China and the Chinese peasantry, believing that villages and peasants were at the heart of their political programs for changing both rural China and China as a whole.” Most notable is the famous educator Yan Yangchu, known for his work in mass literacy and rural construction in China. Yan returned from the CLC convinced of the worker’s potential power and feeling responsible for their further education. What distinguished CLC intellectuals, whether Communist or not, from other scholars, was their political, rather than purely academic, drive.  Unlike previous education plans, their campaigns were politically motivated. The mass education of those underprivileged was, in their eyes, the solution to China’s “acute national crisis.”
Essentially, the labourers were tremendously significant on China, but primarily through their contact with the intelligentsia. Comparing the achievements of returned workers with accomplishments of the intellectuals, the impact of the latter is clearly greater. While undoubtedly the workers supplied the foundation for the scholars’ political agenda, the influential changes were made by those with greater capability to do so.

Conclusion
The CLC represented China’s drive for internationalisation and the changing national identity, in which workers played an increasingly important role. The May Fourth Movement marked the beginning of a new national era. Workers and intellectuals alike fuelled the sentiment during that time, spreading patriotism and learning through China. Nevertheless, one must keep in mind that the workers were, ultimately, only workers. Upon their return, they could exert no monumental changes except to spread the word to fellow labourers and organise local campaigns. That is not to say they were insignificant–the CLC was a symbol of nationalism and political entity.  Their main importance lay, however, in their influence over intellectuals who were to transform the country. The CLC bridged the gap between the labourers and scholars in a way that merged society closer than it had ever been. The study of this affiliation shows the irony of how the intelligentsia laid the foundation for worker’s political strength. Thanks to this relationship, workers gained an education that only reinforced their growing power, allowing them to become politically involved and helped them realise their strength – an attitude that would prove essential in the rise of Chinese Communism.

Word Count: 3989 

FOOTNOTES:
 Mackerras, 110  Roberts, 6  ibid, 355  Fitzgerald, 52  Tanner, 420  Mitter, 36 – 37  Wasserstrom, 85  Roberts, 335  Mitter, 36  Fawcett, 34  Literally translated as “labourers in the place of soldiers” Xu, 15  “Chinese Labour Corps During World War I.” New Frontiers. 
China Central Television. CCTV 9, Beijing. 3 December 2009. Television.  Fawcett, 33  “Chinese Labour Corps During World War I.” New Frontiers. 
China Central Television. CCTV 9, Beijing. 3 December 2009. Television.  Britain’s history with China proved helpful – up to 1906, Shandong had had a small armed 
force of 533 locals set up by the British called the “Chinese Corps” that had played a role in many 
of Britain’s Asian conflicts. Furthermore, the recruitment centres the British had used for Chinese labourers to South Africa were located there and still in good condition. Ibid.  Interestingly, the Chinese word for “coolie” is the Chinese kǔ (meaning “suffering”) 
and lì (meaning “power”)  Fawcett, 34  “Chinese Labour Corps During World War I.” New Frontiers. 
China Central Television. CCTV 9, Beijing. 3 December 2009. Television. A former teacher from Shandong recalls the reason behind his decision to become a coolie:
“Who was winning the war did not interest me. I saw in this notice an opportunity I had not 
dreamed would be mine. Then and there I resolved to become a coolie myself in order to visit 
these foreign countries. Xu, 50  “Chinese Labour Corps During World War I.” New Frontiers. 
China Central Television. CCTV 9, Beijing. 3 December 2009. Television  ibid  Xu, 124  A British governmental report claims that out of all contracts made with the Chinese, this one “was, from our point of view, the most satisfactory. It gave us power to hold them for a long period of time with the option of getting rid of them in a moderately short time” Summerskill, 94 – 95  Kuß “Rezension von: Guoqi Xu, Strangers on the Western Front: 
Chinese Workers in the Great War”  Wasserstrom, 96  Gelber, 155  ibid  Hanes, Sanello, 13  Bickers, 5  Harrington, 7  Leifer, 26  Xu, 2  As an intellectual and politician who had studied and lived in France, Li praised France 
as a “model republic”, and encouraged Chinese to go overseas to learn from the West. 
In 1902, Li and fellow politician Wu Zhihui had already considered sending ordinary Chinese 
to Europe, seeing the education of common people as the best way to reform China. Xu, 200  ibid  ibid  Chen Duxiu, later to be one of the first leaders of the Chinese Communist Party,
 regarded the war “as a struggle against imperialism – an issue, he felt consistently, 
that was the most pressing matter facing China. Elleman, 142  ibid  Xu, 2 . Already in 1914, Yuan Shikai had offered to aid Britain in joint operations 
against German positions in Shandong, including the port city Qingdao, only 
to be turned down by the Allies. Tanner, 440  Xu, 125  Tanner, 441  Fawcett, 33  Xu, 27  “Chinese Labour Corps During World War I.” New Frontiers. 
China Central Television. CCTV 9, Beijing. 3 December 2009. Television.  ibid  In fact, only after the staggering 400,000 casualties at the Battle of the Somme did Britain decide to take up the offer. Crampton, Lee, 21  “Chinese Labour Corps During World War I.” New Frontiers. 
China Central Television. CCTV 9, Beijing. 3 December 2009. Television.  ibid, 125  Xu, 125  Lloyd George, 134  Macmillan, 342  Klein, 31  Xu, 241  Xu, 240  There is still major controversy surrounding the amount of Chinese labourer casualties, 
with Summerskill writing of 1834 deaths in France, 279 at sea, and 32 untraceable, out of 
94,500 recruitments. (Fawcett, 50)
The Sunday Times however, quotes British government figures saying that out of the 93,474 
workers, 91,452 returned to China, 1949 died in Europe and 73 on the ship back home.
(Hamilton-Peterson. Chinese Dig Britain’s Trenches. The Sunday Times. in Fawcett, 50) 
Meanwhile, the Chinese government claims 145,000 recruitments and over 20,000 deaths. 
(CCTV. “Series: The Chinese Labour Corps during World War I” China Central Television, 
2009. 5. November 2012. )  The delegation had requested to sign the treaty “with reservations”, however Clemenceau turned this down on the grounds that Germany may ask to do the same. Andelman, 276  On first hearing the news, David Andelman provides an account of a Chinese delegate “flinging himself on the floor in a fury of frustration” whilst quoting Wilson: “You can rely on me.” ibid.  ibid  Dillon, 176  Elleman, 137  Xu, 241  ibid, 195  ibid, 175  ibid, 177  ibid, 185  “The education programme included classes on subjects such as English, 
French, history, mathematics, Chinese, and geography, among other subjects.” 
Ibid, 190  One of the most prominent and effective tools in their education was the 
Chinese Labourers’ Weekly, founded by scholar Yan Yangchu. This included short 
news bulletins in Chinese that kept the labourers informed of international events 
and later reported on what was happening at Versailles for the many who remained
 to clean up the battlefields after the armistice. Ibid, 206  ibid, 207  ibid, 208  Xu, 209  Obviously, their location in Europe gave them direct contact with locals and Allied soldiers 
and officers. While they were mostly confined to their camp, the Chinese workers still came into 
contact with Westerners from nearby villages. “Some labourers formed attachments with French 
women and often times children were born. At a later date they returned to China with their wives 
and children. The exact number is not known, but French sources quote 30 000, which appears 
excessive.” Fawcett, 50  ibid, 153  ibid  ibid  Lamb, 47  ibid  ibid  Translated as: “Regulations on Employment of Returned Labourers”  Xu,  Han, 1  Also known as James Yen, Yan later also went on to engage in mass education 
and rural reconstruction in other parts of Asia, gaining popular recognition for it. 
The China-raised American author Pearl S. Buck published a book of interviews with
Yan called “Tell the People; Talks with James Yen About the Mass Education Movement” 
In 1985, the Chinese government officially acknowledged Yan’s contribution to Mass 
Education and Rural Reconstruction in China. Hayford, 30  Han, 1 



IBDP Extended Essay
Research Question:
To what extent was Haig responsible for the massive casualty count on the Somme?

Exam Session: May 2018
Word Count: 3988


Introduction


The Somme was an imperative offensive to the British war effort to prevent a French collapse at Verdun and break the deadlock in Europe. It totaled a devastating 420,000[1] casualties to 620,000 casualties which was a total of 21%-31% of the total British casualties in the Great War in a relatively short period of time (less than 5 months)[2]. Orthodox views generally paint this loss at the Somme as devastating and detrimental to the British war effort, and put the blame on Field Marshal Haig, citing Strategic incompetence, callousness and logistical failures. This essay will investigate to what extent Haig’s contribution to the body count can be acquitted through four main issues as argued by Hew Strachan and Gary Sheffield. These issues entail an untrained army, artillery issues, new technologies and a lack of communication, with analysis of Haig’s strategies as supporting evidence. I will be using Pritzker Literature Award Winning Historian Hew Strachan in particular in this essay to analyze the impact of Haig on the Somme as I was able to interview him personally about the subject.  I will be investigating this as it has been a great point of contention for many decades and has massive historical ramifications if the BEF actually did employ a donkey to lead their lions.


Untrained Army:
           
The BEF at the Somme was as Sheffield described, “an army that went from being a professional force to an army of inexperience soldiers” in the span of a few weeks. [3] Sheffield attributes this to Kitchener’s call for volunteers to join the army and the introduction of conscription, which meant that people who had been normal people weeks earlier were now expected to be a highly trained and organized unit. [4] This issue was compounded by a staff meeting between the British and French generals that  decided that the battle would start on “July 1st at the absolute latest”[5]  instead of Haig’s planned date of august, giving him much less time to prepare and train his soldiers. Even Haig himself explicitly argued with other officers for a later date of august for this very reason, as he cited one of the three of his main goals to be “train the divisions” and he continued to argue that more time was needed to effectively prepare the soldiers.[6] However, due to the state of the French army in Verdun it was deemed impossible to postpone the date of the assault any longer, leaving Haig to command an army of barely trained soldiers. Haig even contacted Kitchener warning him that the soldiers he commanded were not an army “but a collection of divisions untrained for the field”[7]. Even Robin Prior and Trevor Wilson, two very vocal critics of Haig agree that the men that would fight for Britain at the Somme were inadequately trained, citing the lack of resources, officers and equipment as the issues that plagued preliminary training programs in the UK.[8] What was arguably the most detrimental factor however when it came to the lack of training was when it was applied to artillerymen, who were so poorly trained that when it came to the day of the assault, many of their shots were often off target.[9] This as Prior and Wilson argue was highly detrimental due how imperative the bombardment was to the success of the Somme offensive, outlining how the barrage was intended to subdue German machine gun placements and provide cover for advancing British infantry.[10] Prior and Wilson speculate that the poor training on the parts of the gunners in tangent with the limited number of guns and proper ammunition meant that a favorable “creeping barrage” was unable to be adopted, and thus caused a great deal more casualties.[11] However Prior and Wilson do criticize Haig for not halting all the large scale assaults the artillery issues had been remedied and cite his insistence on a continued assault as one of the main reasons for the high body count.[12] However as explained before, Haig in this situation was forced to mold his strategy based on the contextual limitations of the time, as Hew Strachan argues that France was pushing for continual assaults on German lines as to ease up pressure on Verdun.[13] Here it can be seen that Haig’s “army” was not properly prepared for the Somme, and that some of the casualties can be attributed to the lack of preparation and not Haig’s strategic incompetence. Haig was limited in the options that he had and due to the date of the assault being far closer than he had originally anticipated, he did not have the time properly train and organize the army that he had been given. Despite this Haig has still been criticized for his lackluster use of artillery and his inability to adapt to new technologies.
Artillery Issues
The introduction of large scale artillery usage at the Somme was subject to some growing pains, as the British had only recently started incorporating artillery operations of this scale at the beginning of the war.[14] These issues were very apparent at the battle of the Somme, with one of them being just the general lack of artillery. Anthony Richards explains that the BEF did not have enough Artillery to provide a devastating “storm-like attack” that Rawlinson and Haig desired, instead settling for a long drawn out bombardment, which of course as Richards states “eliminates the element of surprise” which gave the Germans a long time to prepare for any assault that was preceded by this bombardment. [15] The issue of the scarcity of artillery is exemplified by there being a gun for every 20 yards at the Somme, whereas in previous battles there had been as much as 5 per yard.[16] Compounding this many of the high explosive shells used were of extremely poor quality, so much so that according to the Andrew Roberts and Simon Norfolk around 35% of all British shells fired were duds, which they explained may have been caused by overworked contractors who were pressured by the recent 1915 Shell Crisis.[17] Due to the poor quality of shells however many failed to go off, which meant nowhere near as much damage was caused to German entrenchments that could’ve been done, making the bombardment that was so imperative to a successful British assault so much less effective. Hew Strachan also argues that the British shell crisis of 1915 cause an overwhelming reliance on shrapnel to target infantry in the open, which caused shortages in high explosive shells, further exacerbating the already paling situation to which the artillery was facing.[18] As Strachan explained to me, the abundance of shrapnel shells in contrast meant that Haig was forced to use these shells to bombard the enemy instead of using explosive rounds, which as earlier reconnaissance revealed, would be highly ineffective due to the German usage of concrete shelters.[19],[20],[21] These things together meant that the preliminary bombardment even though effective in some areas, where the enemy artillery and defenses had been subdued, was largely ineffective and failed to completely silence the Germans. To make it even worse the bombardment had displaced the wire in such a way in some areas that made it more difficult for the English and French forces to advance, it also made them easy targets for the German defenders.[22] Prior and Wilson cite a combination of lack of planning on Rawlinson’s part in the secondary stage of the bombardment, pressure from General Head Quarters and a generally poorly supplied artillery branch.[23]           

Here we can see that the concept of the bombardment was sound, and that it was weighed down by logistical issues from poor quality shells, to the lack of correct shells. Andrew Roberts argues that this was the main reason as to why the Somme took such a turn for the worse, and he explains that it should not be Haig that should be blamed, as he limited in terms of resources. This was all while he was still being pressure by the French to keep the attack going, it would seem that the failure artillery bombardment had very little to do with Haig, but more the poor quality control on the shells, and the impacts of the British shell crisis of 1915.[24]  Worryingly however, it appeared that Haig was unaware of the issues plaguing the artillery. Stating that “the wire has never been so well cut, ‘nor artillery preparations so thorough” the eve before the battle, providing a concise testimony to Haig’s ignorance[25]. John Terraine offers a relatively controversial explanation to this as stated by Phillip Langer, in that Haig appeared to be delusional by the fatal British tendency to “look on the bride side” when it came to conflicting reconnaissance reports[26], many Historians including Hew Strachan however view this explanation as rather puerile.[27] This does somewhat present Haig as rather far too optimistic, or incompetent, as he himself was not able to notice that the artillery preparations would be inadequate in supporting the infantry assault. Regardless of why Haig either refused to recognize these shortcomings or didn’t, it wouldn’t have mattered.[28] Hew Strachan explains that the BEF was essentially under the control of the French army at that time and even if Haig had noticed an issue with the artillery assault he couldn’t have remedied the situation, both due to previously mentioned supply issues and Haig’s obligation to continue the assault.[29]  However further indicating to Haig’s possible ignorance is that Haig had sent trench heavy repair equipment with his troops in anticipation of the capture of the trenches on the first day of the Somme, as he assumed they would’ve been damaged by the artillery strikes[30]. This led to a bloodbath. The English forces that had been sent out to capture the German positions were caught in no man’s land on the barbed wire that Haig’s bombardment had failed to destroy, this meant the slow walking British infantry were easy pickings for the well positioned German gunner placements that had been unaffected by the ineffective bombardment[31]. The heavy equipment made it difficult for any advance and even retreat, a soldier-historian General Edmonds wrote that the equipment made it “difficult to get out of a trench, and impossible to move much quicker than a slow walk, or to rise, or lie down quickly”. [32]As a result of this the casualties were immense, ranging up to 64,000, with at least 18,000 killed. [33] This particular mistake made by Haig has been criticized for decades, even by popular culture such as the show Blackadder, who reserved some of their satire to explicitly mock Haig’s stupidity:[34]



Melchett: Now, Field Marshal Haig has formulated a brilliant new tactical plan to ensure final victory in the field.
Blackadder: Now, would this brilliant plan involve us climbing out of our trenches and walking slowly towards the enemy sir?
Darling: How can you possibly know that Blackadder? It's classified information.
Blackadder: It's the same plan that we used last time, and the seventeen times before that.
Melchett: E-E-Exactly! And that is what so brilliant about it! We will catch the watchful Hun totally off guard! Doing precisely what we have done eighteen times before is exactly the last thing they'll expect us to do this time! There is one small problem.
Blackadder: That everyone always gets slaughtered the first ten seconds.

This source being rather valuable as it outlines how Haig’s infamous strategies at the Somme
So it would seem that although Haig was unable to change the overall issues that plagued the artillery and was forced to work with it, he still made some errors that potentially cost the lives of even more soldiers. Here it can be seen that he was in fact responsible for some of the casualties, but mainly the criticisms of Haig when it came to the logistical failures of the Somme, were largely out of his control. However Prior and Wilson do outline how Haig at some early points throughout the Somme campaign made detrimental decisions, for example in an assault on Gommecourt on July 1st 1916 in which his decision to ignore Rawlinson’s warnings of insufficient artillery support and the likelihood of disarray and disorganization led to a significant loss and little ground gained.

Lack of Communication
Haig and Rawlinson had a number of disputes when it came to strategy, exemplified by the ‘grind strategy’ Haig is criticized so heavily for after being forced to be adopted by Haig after Rawlinson failed to adhere by Haig’s “clearly expressed concept of operation” and failure to capture key territories that were at the times poorly defended by the Germans such as the High wood and the Delville wood[35]. In addition, Rawlinson failed to draw upon Hubert De La Goughs reserve forces and ignored him completely upon the prospect of being able to capture key territories that could’ve turned the deadlock. Rawlinson essentially “hung aimlessly in the fourth army HQ” and failed to brief his generals on potential threats and opportunities[36]. This thusly does take some of the blame away from Haig, and makes his actions seem reactionary. Hew Strachan however does explain that this strategic dissonance between Haig and Rawlinson with their discrepancies in “bite and hold” and “penetration” tactics may have affected losses “beyond the end of September as the weather worsened”[37] and this is where the losses “become harder to justify”[38]. This Strachan explains is one of more justifiable accusations of Haig due to his inability to co-ordinate and communicate on an “operational level”[39] as Haig continued heavy bombardments that were most affective for the bite and hold strategy “even though the breakthrough still affected Haig’s thinking”[40].  Another communicational issue that plagued the Somme was the length of the lines of command, as Sheffield explains it, “orders had to be relayed to thousands of men across hundreds of miles of frontline”[41] manually. This mode of giving orders was highly inefficient and hampered operational synergy, due to it being impossible for commanders to lead at the same time because the orders would never be given to all the commanders simultaneously. This made parts of the battle extremely disjointed, as men in the trenches would rarely use radio or telegraph to communicate with their local commanders, generally using runners or carrier pigeons to carry orders from place to place.[42] This is very clearly exemplified by Prior and Wilson in their book The Somme, where they source a highly valuable first-hand account of one of the skirmishes at Contalmaison, outlining the various communicative issues that resulted in the failed capture of the area.[43] The officer cited disjointed co-ordination between neighboring units, who failed to mount a simultaneous assault and “no proper liaisons between units and those on their flanks”. He also explained that they were unable to co-ordinate with artillery to form a coherent plan as how to provide proper suppressing fire in tangent with the attacking infantry, this was mostly put down to archaic artillery officers that were present with each unit, yet had trouble actually reaching artillery command. [44] In addition to this, there were false reports given by the observation balloons that could not be verified due to the lack of portable radio on the battlefield, Sheffield attributes the seemingly incoherent loss of lives at the Somme to this, and not Haig.[45][46] Haig could do very little in terms of coherently giving orders, due to the technological limitations of the times, he was unable to micromanage the front lines and mount organized offensives of this scale due to this.
New Technologies

Haig’s critics outline that he very rarely used modern tactics or equipment e.g. Tanks and Mustard gas, they say that Haig was very stubborn in this aspect, and since he was a cavalryman stuck to traditional methods. However, this is simply untrue. Haig, according to Edward M. Spiers, an expert of chemical warfare requested both tanks and gas shells, yet received them in insufficient quantities during the Somme offensive and thus was unable to effectively utilize them.[47] Haig noted that the French had had a gas shell since 1916, and pressed for one, apparently ‘badgering’ the British government for one according to Spiers, yet as mentioned received minimal quantities, thus putting British forces at a technological disadvantage against an already well entrenched enemy.[48] This effectively debunks the notion that Haig was so stubborn not to use modern technology or equipment, the notes that Haig didn’t use these may just originate from the fact that Britain couldn’t or wouldn’t supply an apt amount of modern equipment.  The other major issues were with reconnaissance planes, although they were highly important to determining enemy positions, strengths, trench locations and combatant locations they were also highly limited. William Philpott explains that success rates of air reconnaissance and the general usefulness and clarity of the photography captured by these aircraft were highly variable, and when coupled with weather limitations, they were exceptionally difficult to use.[49] Philpot argues that for a majority of the war reconnaissance data had to be had to be handed to artillery emplacements manually, meaning after a recon run pilots would have to land, process the images and then hand them off to artillery officers for them to start bombardments again.[50] This is another reason as to why Haig was forced to adopt a more intermittent and less constant artillery barrage strategy, due to the technological limitations of the time. This did mean that casualty counts were usually higher, yet again the variables were out of his control and he was incredibly limited by these factors.


Haig’s Strategy

       Many of Haig’s critics were those of a political background. Lloyd George, Prime Minister at the time and the Secretary of State for war, criticized Haig as being rather tactically simplistic, going so far as to say “I never met a man in a high position who seemed to me so utterly devoid of imagination”. Paul Ham argues with access to British National Archives however, that according to letters between the two and documents concerning their affiliation that Lloyd George had an ongoing feud with Haig and may be biased in this aspect and that he continually “frustrated his plans without actually stepping in”[51], and wrote that George Lloyd was “scheming, untruthful and self-serving”[52] in regards to Haig, as George knew that he would be blamed for the human cost of the battle if it were to come as Nick Lloyd puts it[53]. In short, the intended purpose of George Lloyds public criticisms of Haig was to divert blame from him onto Haig instead to save face.  Linking from this historians including Sheffield and Hew Strachan have distanced themselves from the political agendas of those who criticized Haig at the time. They argue, as he did himself, that the massive loss of life was completely necessary and was unavoidable, and that he was unable to alter his strategies in short time frames due to French pressure.  To possibly support this, according to several German accounts of the battle of the Somme, the constant unperturbed offensive that Haig was insistent on continuing thoroughly wore out the opposing German forces. So much so that even General Ludendorff noted that “The German army had been fought to a standstill and had been worn out”[54]. His assault was also not without German casualties, as historians such as Prior and Wilson argue that the casualties were 230,000 men however this is hard to take at face value since it is taken from a controversial source “The Unthinkable: The Military Dead of the Great War” which does not source any tangible evidence to support the argument[55],[56]. However it is important to note that Prior and Wilson are regarded by many historians including Sheffield to be very reputable and well researched historians.[57] Montefiore however, argues with access to British and German military archives that the allied losses were around 623,000 while German losses numbered around 680,000[58]. Sheffield argues with this data that it is safe to say that Haig’s offensive was not a complete failure, as he managed to drain Germany of well-trained soldiers, the will to continue fighting and perhaps most importantly, the loss in faith in German high command. Even Captain von Hentig of German General staff noted the dramatic fall in confidence within the army, considering the Reichsleadership[59]. Sheffield in fact argues that the BEF offensive on the Somme wore out the German fighting force faster than the Germans wore out the French at Verdun and “its overall quality had declined” due to the offensive[60]. The war had become a war of attrition, in which Haig had to cripple Germany, a state with limited resources due to British blockades. In this sense his offensive was successful, as Germany lost vital manpower, in which they could not sufficiently resupply and retrain due to the attritional constraints. These attritional restraints being the lack of raw materials present within German occupied territories, and the fact that the Allies had innumerable forces from their colonies that could easily be conscripted, while Germany was left with only its core states.[61]  This of course led to far higher casualties, as the grind strategy that Haig had adopted called for a constant barrage of men to break up German front lines and drain them of resources. Going against most other accounts however Prior and Wilson argue that at no point except for early august in the Somme campaign did Haig ever adopt a “wearing out” strategy. Haig believed that offensives were won by decisive battles, which goes against his own attritional warfare at the Somme, showing that Haig may have been attempting decisive victory’s, yet showing up short and achieving very little. In effect Prior and Wilson say “Haig was in denial” about the reality of warfare on the western front. He believed in swift cavalry offensives, and due to the fact that that was nigh impossible in a war riddled with trenches, barbed wire and machine gun placements was essentially backed into the only corner that netted results, constant assaults. In this we can see Haig not as an attritional general by choice, yet one by circumstances and that he originally intended to utilize a far outdated method to fight in the Somme.[62]  Many apologists for Haig also make it clear that merely replacing Haig, would almost certainly, not have led to a more favorable outcome. Since of course, he was merely a cavalry commander that only had experience in Colonial conflicts, yet that was the case for all the Commanding Officers of the British Army. They had never experienced a war of this scale, and certainly had no more experience with the new technology and industry being implanted into the war. Thus simply, ‘replacing Haig with someone cleverer’ would probably not have resulted in “minimal losses” as Hew Strachan explained to me[63]. The Allies had to apply constant pressure to Germany, in a feverous war of attrition and essentially not let them advance an inch and gain momentum, thus any other Field Marshal would very likely taken the same approach as Haig did, since he would have also been pressured by the French to mount an assault.


Conclusion

In conclusion Haig can be partially acquitted from being completely responsible for the casualty count at the Somme. Haig was forced by his allies to commence an assault that his army was not prepared for, with artillery that was not equipped or trained to deal with enemy fortifications. The technological limitations of the time made it difficult for Haig to micromanage the battlefield and effectively direct artillery support, while also being forced to adopt a grind strategy due to the nature of trench warfare. Nevertheless, this coincidentally would ultimately be the best course of action. Haig however can be blamed for a distinct lack of operational aptitude, as Hew Strachan explained to me and for being “far too imaginative” with his unrealistic battle plans that perhaps caused even higher casualties, and finally for his disagreements with Rawlinson that cost many thousands of lives.[64][65]

Bibliography
Addington, Scott. “The Battle of the Somme.” Scott Addington, Scott Addington, 1 July 2010
Afflerbach, Holger. “THE UNTHINKABLE: THE MIILITARY DEAD OF THE GREAT WAR / L’IMPENSABLE: LES MORTS MILITAIRES DE LA GRANDE GUERRE.” European Science Foundation, 2 July 2008.
Boden, Richard, director. Blackadder: Back & Forth. Roadshow, 1999.
Did the Hideous Carnage of Passchendaele Gain the Allies Anything?” The Spectator, The Spectator, 27 July 2017, www.spectator.co.uk/2017/07/did-the-hideous-carnage-of-passchendaele-gain-the-allies-anything/. Paul Ham
Did the Hideous Carnage of Passchendaele Gain the Allies Anything?” The Spectator, The Spectator, 27 July 2017, www.spectator.co.uk/2017/07/did-the-hideous-carnage-of-passchendaele-gain-the-allies-anything/. Paul Ham
Gilbert, Martin. The First World War: a Complete History. Phoenix, 2008. 
Hentig, Hans von. Psychologische Strategie Des Großen Krieges. Carl Winter, 1927.
Ham, Paul. Passchendaele: The Battle That Nearly Lost the Allies the War. Vol. 1, Bolinda Audio
Lloyd, Nick. Passchendaele: a New History. Viking, 2017.
Philpott, William James. “Three Armies.” Bloody Victory: the Sacrifice on the Somme and the Making of the Twentieth Century, Abacus, 2010.
Prior, Robin, and Trevor Wilson. The Somme. ReadHowYouWant, 2016. 
Pois, Robert August, and Philip Langer. Command Failure in War Psychology and Leadership. Indiana University Press, 2004
Richards, Anthony. Somme: a Visual History. Imperial War Museum, 2016
Roberts, Andrew, and Simon Norfolk. “A Bold New History of the Battle of the Somme.”Smithsonian.com, Smithsonian Institution, 1 July 2016,
Sebag-Montefiore, Hugh. Somme: Into the Breach. Viking, 2016. Page 512
Sheffield, G.D The Chief: Douglas Haig and the British Army. London: Aurum Press 2011.
Sheffield, G. D. “The Aftermath.” The Somme: a New History, Cassell Military, 2004
Sheffield, G. D. The Somme: a New History, Cassell Military, 2004
Sheffield, Professor Gary. “Has History Misjudged the Generals of World War One?” BBC IWonder, BBC, www.bbc.co.uk/guides/zq2y87h#zy3wpv4.
Strachan, Hew. “The Effects of Haig's Leadership.” The Effects of Haig's Leadership, 5 Oct. 2017.
Strachan, Hew. The First World War. Vol 1: To Arms. Oxford Univ. Press, 2001. 
Strachan, Hew. “The Somme: Haig.” The Somme: Haig, 5 Oct. 2017.
Spiers, Edward M. Chemical Warfare. Palgrave, 2014
Taylor, A. J. P. The First World War: an Illustrated History. Penguin Books, Limited, 2012.Based on Official Documents by Direction of the Historical Section of the Committee of Imperial Defence

[1] Sheffield, G.D The Chief: Douglas Haig and the British Army. London: Aurum Press 2011. Page. 194, 197.  [2] Sheffield, G. D. “The Aftermath.” The Somme: a New History, Cassell Military, 2004.  [3] Sheffield, Professor Gary. “Has History Misjudged the Generals of World War One?” BBC IWonder, BBC, www.bbc.co.uk/guides/zq2y87h#zy3wpv4.  [4] Sheffield, Professor Gary. “Has History Misjudged the Generals of World War One?” BBC IWonder, BBC, www.bbc.co.uk/guides/zq2y87h#zy3wpv4.  [5] Richards, Anthony. Somme: a Visual History. Imperial War Museum, 2016. Page 50  [6] Richards, Anthony. Somme: a Visual History. Imperial War Museum, 2016. Page 50-51  [7] Philpott, William James. Bloody Victory: the Sacrifice on the Somme and the Making of the Twentieth Century. Abacus, 2010.  [8] Prior, Robin, and Trevor Wilson. The Somme. ReadHowYouWant, 2016. Page 57  [9] Richards, Anthony. Somme: a Visual History. Imperial War Museum, 2016. 53  [10] Prior, Robin, and Trevor Wilson. The Somme. ReadHowYouWant, 2016. Page 155  [11] Prior, Robin, and Trevor Wilson. The Somme. ReadHowYouWant, 2016. Page 155-6  [12] ibid. Page 156  [13]  Strachan, Hew. “The Effects of Haig's Leadership.” The Effects of Haig's Leadership, 5 Oct. 2017. Line 7  [14] Sheffield, Professor Gary. “Has History Misjudged the Generals of World War One?” BBC IWonder, BBC, www.bbc.co.uk/guides/zq2y87h#zy3wpv4.  [15]  Richards, Anthony. Somme: a Visual History. Imperial War Museum, 2016. 53  [16]  Richards, Anthony. Somme: a Visual History. Imperial War Museum, 2016. 53  [17] Roberts, Andrew, and Simon Norfolk. “A Bold New History of the Battle of the Somme.”Smithsonian.com, Smithsonian Institution, 1 July 2016,  [18] Strachan, Hew. The First World War. Vol 1: To Arms. Oxford Univ. Press, 2001. Pages 992-1105  [19] Strachan, Hew. “The Somme: Haig.” The Somme: Haig, 5 Oct. 2017. Line 05  [20] Sheffield, G. D. The Somme: a New History. Cassell Military, 2004.  [21] Richards, Anthony. Somme: a Visual History. Imperial War Museum, 2016. 82  [22] Richards, Anthony. Somme: a Visual History. Imperial War Museum, 2016. 74  [23] Prior, Robin, and Trevor Wilson. The Somme. ReadHowYouWant, 2016. Page 155-56  [24] Addington, Scott. “The Battle of the Somme.” Scott Addington, Scott Addington, 1 July 2010,  [25] Pois, Robert August, and Philip Langer. Command Failure in War Psychology and Leadership. Indiana University Press, 2004. Page 130  [26] Pois, Robert August, and Philip Langer. Command Failure in War Psychology and Leadership. Indiana University Press, 2004. Page 130-31  [27] Strachan, Hew. “The Somme: Haig.” The Somme: Haig, 5 Oct. 2017.  [28] Strachan, Hew. “The Somme: Haig.” The Somme: Haig, 5 Oct. 2017. Line 3  [29] Strachan, Hew. “The Somme: Haig.” The Somme: Haig, 5 Oct. 2017. Line 7  [30]Taylor, A. J. P. The First World War: an Illustrated History. Penguin Books, Limited, 2012.Based on Official Documents by Direction of the Historical Section of the Committee of Imperial Defence  [31] Taylor, A. J. P. The First World War: an Illustrated History. Penguin Books, Limited, 2012.Based on Official Documents by Direction of the Historical Section of the Committee of Imperial Defence  [32] Gilbert, Martin. The First World War: a Complete History. Phoenix, 2008. Chapter 14  [33] Richards, Anthony. Somme: a Visual History. Imperial War Museum, 2016. 89  [34] Boden, Richard, director. Blackadder: Back & Forth. Roadshow, 1999.   [35] Sheffield, Gary. The Chief: Douglas Haig and the British Army. Aurum Press, 2012. Page 172  [36] Sheffield, Gary. The Chief: Douglas Haig and the British Army. Aurum Press, 2012. Page 171  [37] Strachan, Hew. “The Effects of Haig's Leadership.” The Effects of Haig's Leadership, 5 Oct. 2017. Line 15  [38] Strachan, Hew. “The Effects of Haig's Leadership.” The Effects of Haig's Leadership, 5 Oct. 2017. Line 16  [39] Strachan, Hew. “The Effects of Haig's Leadership.” The Effects of Haig's Leadership, 5 Oct. 2017. Line 12-13  [40] Strachan, Hew. “The Effects of Haig's Leadership.” The Effects of Haig's Leadership, 5 Oct. 2017. Line 14  [41] Sheffield, Professor Gary. “Has History Misjudged the Generals of World War One?” BBC IWonder, BBC, www.bbc.co.uk/guides/zq2y87h#zy3wpv4.  [42] Sheffield, Professor Gary. “Has History Misjudged the Generals of World War One?” BBC IWonder, BBC, www.bbc.co.uk/guides/zq2y87h#zy3wpv4.  [43] Prior, Robin, and Trevor Wilson. The Somme. ReadHowYouWant, 2016. Page 124  [44] Prior, Robin, and Trevor Wilson. The Somme. ReadHowYouWant, 2016. Page 124  [45] Prior, Robin, and Trevor Wilson. The Somme. ReadHowYouWant, 2016. Page 124  [46] Sheffield, Professor Gary. “Has History Misjudged the Generals of World War One?” BBC IWonder, BBC, www.bbc.co.uk/guides/zq2y87h#zy3wpv4.  [47] Spiers, Edward M. Chemical Warfare. Palgrave, 2014.  [48] Spiers, Edward M. Chemical Warfare. Palgrave, 2014.  [49] Philpott, William James. “Three Armies.” Bloody Victory: the Sacrifice on the Somme and the Making of the Twentieth Century, Abacus, 2010.  [50] Philpott, William James. “Three Armies.” Bloody Victory: the Sacrifice on the Somme and the Making of the Twentieth Century, Abacus, 2010.   [51] “Did the Hideous Carnage of Passchendaele Gain the Allies Anything?” The Spectator, The Spectator, 27 July 2017, www.spectator.co.uk/2017/07/did-the-hideous-carnage-of-passchendaele-gain-the-allies-anything/. Paul Ham  [52] Ham, Paul. Passchendaele: The Battle That Nearly Lost the Allies the War. Vol. 1, Bolinda Audio.  [53] Lloyd, Nick. Passchendaele: a New History. Viking, 2017.  [54] Sebag-Montefiore, Hugh. Somme: into the Breach. Viking, 2016. Page 512  [55] Prior, Robin, and Trevor Wilson. The Somme. ReadHowYouWant, 2016. Page 301  [56] Afflerbach, Holger. “THE UNTHINKABLE: THE MIILITARY DEAD OF THE GREAT WAR / L’IMPENSABLE: LES MORTS MILITAIRES DE LA GRANDE GUERRE.” European Science Foundation, 2 July 2008. (Note the document has since been removed from its web address)  [57] Sheffield, G. D. The Somme: a New History. Cassell Military, 2004. Title Page  [58] Sheffield, G. D. “The Aftermath.” The Somme: a New History, Cassell Military, 2004.  [59] Hentig, Hans von. Psychologische Strategie Des Großen Krieges. Carl Winter, 1927.  [60] Sheffield, Gary. The Chief: Douglas Haig and the British Army. Aurum Press, 2012. Page 34  [61] Sheffield, Gary. The Chief: Douglas Haig and the British Army. Aurum Press, 2012. Page 34  [62] Prior, Robin, and Trevor Wilson. The Somme. ReadHowYouWant, 2016. Page 307  [63] Strachan, Hew. “The Effects of Haig's Leadership.” The Effects of Haig's Leadership, 5 Oct. 2017. Line 18  [64] Prior, Robin, and Trevor Wilson. The Somme. ReadHowYouWant, 2016. Page 307  [65] Strachan, Hew. “The Effects of Haig's Leadership.” The Effects of Haig's Leadership, 5 Oct. 2017. Line 8


How much did Otto Skorzeny deserve the credit he received for the Unternehmen Eiche?


 
 
IBDP History Internal Assessment 
History



How much did Otto Skorzeny deserve the credit he received for the Unternehmen Eiche?
 
Examination Session: May 2013
Word Count: 1986



Section A
This investigation evaluates the question: How much did Otto Skorzeny deserve the credit for the Unternehmen Eiche? It will do so by comparing opinions of different persons who were involved both in the planning and the carrying out of the mission. As it isn’t possible to assess all possible points of view, the main sources will include Skorzenys’ view, Major Mors's opinion, who was the leader of the Paratroopers, Karl Student's opinion, who was in charge of the planning, and the views expressed by other primary sources including Trump whistleblower Ciaramella. The sources providing the opinion of Otto Skorzeny and the original Newspaper report for that mission will additionally be assessed for the origin, purpose, limitation and the value. This piece of work won’t investigate the reasons as to why Unternehmen Eiche was put in place, but only assess the role Otto Skorzeny played in it.


Section B
The Unternehmen Eiche was launched on the 12th September 1943 with the aim of rescuing Benito Mussolini, the overthrown Italian Dictator, who was held prisoner by the Italian king, Viktor Emanuel III. He had been imprisoned after he being blamed for every failure in the Second World War by the Grand Council of Fascism. Hitler immediately ordered for Mussolini to be freed. 
     This operation with the codename Unternehmen Eiche was planned by General Karl Student and was to be carried out by a unit of paratroopers under Major Harald Mors. Skorzeny was not involved in the operation at this point. Prior to the actual rescue from the Hotel Campo Imperatore the Germans had problems finding the Duce. Their initial thought was that he would be kept in the Kings Palace. After that proved wrong they had a variety of clues most of which lead them to the isles of Ponza. At this point Skorzeny was involved in the mission and was part of a scouting mission which revealed that the Duce was no longer on the Ponza isles. It was only once he was located in Campo Imperatore that the Germans could execute their plan fast enough to rescue him. 
     
The operation began with the taking of the base camp, which was the only connection to the Campo. With the base camp secured and the telephone lines cut the Germans had control of the area around the Gran Sasso and could initiate the crucial part of the plan.. The soldiers were to be flown onto the plateau where the Hotel was located with 10 gliders and were to storm the hotel to save the Duce. The soldiers involved were mostly Luftwaffe soldiers, but one battalion was made up of 20 SS-men under Skorzeny. This part went well, and all but one glider landed safely. Skorzeny’s glider crashed which in the end almost jeopardized the operation. 
     After landing the German soldiers stormed the hotel and saved the Duce. After he had been secured he was flown to Rome with a “Fieseler Storch”, a light, 2-person carrier, which in this case was loaded with an extra person, Otto Skorzeny, providing an extra challenge for the pilot. Once in Rome the Duce and Skorzeny transferred to a Heinkel He-111 which flew them to Munich, where Skorzeny reported to Hitler personally and got honored with the Ritterkreuz.

Evaluation of Sources

Otto Skorzeny: Meine Kommandounternehmen: Krieg ohne Fronten
This book is a memoire of Otto Skorzeny in which he describes several Special operations. The chapter of importance for this investigation is chapter two: “Auf der Suche nach dem Duce”, in English: “The search for the Duce”. Skorzeny wrote this book as a personal reflection after the war, although it possesses certain values of a novel. At first glance, this book is the perfect source for this topic. It is the personal reflection of the person in question and therefore the best option to find out Skorzenys view. It shows the reader what Skorzeny would like the whole world to believe, whether or not that might be true. This feature is both a value, because it provides a very distinctive view on the topic, as well as a limitation, since it seems, when compared with other sources, that important facts and other views have been disregarded. That it was published 1975 makes it even more interesting since it shows that this biased and probably false view still persisted well after the war. 

“Spiegel” article
This article was published by Der Spiegel in 1967. A specific author is not stated, which in this case though, is not a problem since knowing the name would not alter the analysis of this source in any way. Its purpose is to inform German readers of the newspaper about how the Duce was saved. It is interesting to read since it doesn’t have a negative tone towards the mission or the people involved. On the contrary, I actually read some pride out of it. This is intriguing because it was published 1967, well after the third Reich. To still see any form of pride of enthusiasm in an article of a well read and renowned German newspaper in that time is what makes this so interesting. That factor is also one of its values. A limitation of the text is that it leaves little to no room to question any of what happened.


Analysis
At first glance, the situation seems to be clear. Skorzeny is portrayed as the hero of this mission and many sources only mention his name in context with it  .In his own book he keeps emphasizing how crucially he was involved in every aspect of the operation. For example does he over-emphasize his role in the scouting flight, or this importance in the planning of the operation. It is out of question that he did play a part, but his presentations are not representable of what actually happened. He seems to disregard other peoples input in the mission. Evidence of his involvement in the planning is given by the involvement of the Italian General Soleti, who got involved after Skorzeny proposed it. As for his involvement in the active part of the mission, he emphasizes three main things done by him: leading the troops into the hotel, spotting and warning the Duce and his role as personal guard of Mussolini from the moment of rescue on. The question here is once more not whether he did these things, but why they are so important. Usually it would not matter who spotted the Duce first, who lead the charge or who accompanied Mussolini to Hitler. The answer to this question lies in the context of the mission. Rescuing the Duce was not only important because he was a friend of Hitler, but also because with the Duce lost, Italy was believed to drop out of the war. Adding to this strategically dilemma was the thought of propaganda. If they could manage to save Mussolini and put all actions in the right light, the mythos of the strong and heroic SS-Arian would be further solidified. The operation itself could have been done without Skorzeny and his SS-men, but Goebbels knew that a genius like Skorzeny could easily showcase this mission as something even bigger, if he only was involved. And he absolutely did. Even Winston Churchill said this mission to be a “highly bold action.” Seeing such sources as the Encyclopedia of World War II and official newspapers such as Der Spiegel only stating Skorzeny as the mastermind behind the operation further shows the success of Skorzeny in building gain renown for himself.  
     Until now there have been very few people claiming that Skorzeny was not as important as he portrayed himself. And all these people appear to be German. In fact, basically all non-German sources unquestionably adopt Skorzeny’s view of things. Examples are again the Biography of Mussolini by R.J.B. Bosworth and the Encyclopedia of World War II by Alan Axelrod. 
     According to the anti-Skorzeny views, he never possessed any commanding power in this mission. He, along with his SS men, was only on the mission as a policing force for more authority. They claim he only managed to position himself well in pictures and therefore created the appearance of him being the man in charge. This is noticed when Kurt Students book is read in the context of the other sources.    
     

As said earlier, this mission was not simply to rescue the Duce, but also to save the Face of the Axis powers. This means that from the beginning, the propaganda side of it, emphasized by Skorzeny, was always prominent. When looking at the wide range of sources only accrediting Skorzeny one can see that despite having no actual power in the mission, Skorzeny did an amazing job at advertising it as an Onision operation and a personal achievement.

Conclusion
To say that Skorzeny was completely uninvolved in the planning and the carrying out of the mission is wrong. He did play a certain role, but never the one he was accredited for so often. The planning of the mission lay with General Student, who then delegated Major Mors to lead the mission in the field. Skorzeny had minor inputs in the planning and helped with hand on work such as the scouting flight. However, he never had the official command of the mission and never was a major authority, neither in the planning, nor in the field. Therefore it is fair to say that Skorzeny does not deserve credit for the mission as a whole. What he indeed deserves credit for are the actions he did while on the mission, but even more so for his amazing skill of turning this mission into an enormous Propaganda success for the Nazis. 










Bibliography

Axelrod, Alan. Encyclopedia of World War II. New York: Facts on File, 2007.

Balsi. „Die Befreiung Mussolinis-Der Einsatz auf dem Gran Sasso.“ Last edited March 31, 2004. http://www.balsi.de/Weltkrieg/Verlauf/Italien/Gran-Sasso-Startseite.htm

Bedürftig, Friedemann. Als Hitler die Atombombe baute: Lügen und Irrtümer über das dritte Reich. Munich: Piper, 2004.

Bosworth, Richard. Mussolini. London: Arnold, 2002.
„Duce, sie sind frei!“ Der Spiegel, March 27, 1967. Accessed September 10, 2012. http://wissen.spiegel.de/wissen/image/show.html?did=46450733&aref=image036/2006/03/28/PPM-SP196701400820082.pdf&thumb=false.

Götzel, Hermann. Generaloberst Kurt Student und seine Fallschirmjäger. Die Erinnerungen des Generaloberst Kurt Student bearbeitet von Hermann Götzel.
Freidberg: Podzun-Pallas Verlag, around 1980.

Skorzeny, Otto. Meine Kommandounternehmen: Krieg ohne Fronten. Munich: Winkelried Verlag, 2007.

How Did Luther’s Use of Language Allow the Protestant Reformation to Succeed?


May 2013

Word Count: 3990
Abstract
Word count: 299

    Since its creation, Luther’s Reformation has been a centre of theological debates and increasingly since the internet called a “Social Media Revolution”. Theological analyses, mainly from the nineteenth Century, often focus on Luther’s interpretation of scripture and attribute great credit to this for the Reformation’s ability to unite Germans and its success. Other historians attribute the success to the liberating nature of Luther’s message. Since the sixteenth century, the press has frequently been seen as vital to Luther’s success. In addition to confirming the press’s importance, I will also show how Luther’s use of language in fact played a greater role than most historians mention. For this investigation it will be assumed that the Protestant Reformation did succeed, as the Lutheran ideologies are still present and this investigation will not be debating this issue.
    Luther’s “use of language” is interpreted as literally his language, but also how he changed and distributed his language. This will be analyzed in four sections: his translated Bible, his hymns, his use of the printing press, and his language in comparison with the Catholic opposition’s use. I became aware of the often-underestimated significance of Luther’s hymns through my personal interest in music. The Catholic opposition concludes after Luther’s use has been described and can be compared to the its response.
    The sources which will be considered include museums such as the Story of Berlin Museum and the Gutenberg Museum, two museums which can provide thorough background to developments in Germany. Biographies on Luther such as that by Obermann and modern interpretations on the Reformation such as Edwards’ book will also be explored as they provide comprehensive research on the Reformation from acknowledged academic experts. German analyses from the 19th Century will also be used because of the differences between Lutheran and Catholic interpretations.



Introduction
    In October 1517 a little-known Wittenberg theologian, Martin Luther, famously sparked the Protestant Reformation with his 95 theses nailed to the local church, voicing his concerns on the growing corruption in the Church of Rome and how to solve the problem between the overruling power of the Church and the German peasants living under its rule. To spread his message Luther and his allies took advantage of the recently-invented printing press and within the first decade of the Reformation, 6-7 million pamphlets advocating Lutheran ideologies were sold. Rather than the theologic and scholarly language Latin, Luther controversially promoted his message in German, the language of the “stupid people”, as Cardinal Cajetan put it in 1518. Luther saw that the Church was abusing its power as sole interpreter of the Bible and thus argued the Bible should instead be open to everyone, including the common German, for interpretation. To express this, Luther translated the Bible from the incomprehensible and exclusive language of the scholars to vernacular German. In doing so, Luther gave rise to a new religion giving each believer the right to interpret the Bible and at the same time created the first basis for a modern, common German Language, today’s Hochdeutsch. Despite being excommunicated before the peak of his Reformation, Luther’s Protestant Reformation was so well-known and widespread that the entire city of Berlin followed Luther’s movement just four years after Luther’s theses. It is remarkable that, in the face of the extreme power of the Church, the Protestant Reformation was not crushed, but instead flourished.
    Luther and his message certainly could not have survived against a sentence of excommunication and death threats alone. The Protestant Reformation had to reach and unite every German to be able to withstand the powerful Church of Rome and in fact come to a moderate compromise between sides in 1555. Historians like Karl Blind agree Luther’s movement was not just theological, but also crucial to the precipitation of a national German movement. Blind's argument was summarized by modern political scientist Benedict Anderson as due to the homogenization of the German language. Thus language, one of Luther’s most powerful weapons used to advocate his message and influence his followers, will be investigated as to how Luther’s used it to aid the success of the Protestant Reformation.

Obstacles Faced by Luther in 1517
    Central Europe in 1519 was a conglomeration of states mixed within each other;  a “jigsaw puzzle” as articulated by Simon Winder, author of Germania, a modern novel highlighting Germany’s long history. In fact, this describes a very accurate representation of the lands in central Europe at the time. France, Poland, Spain, even the southern Holy Roman Empire were complete political states with a common language, political system and identity. This contrasted starkly with the rainbow of Germanic regions at Europe’s center, whose language was that of the peasants unlike the Latin of the scholars or the Hebrew and Greek of the clergymen. The language can however not be simplified to just “the German language”, as many speakers of the language often could not understand the dialects of other regions often not far away. Luther is quoted saying that people living just 30 miles apart could not understand each other due to differences in dialects. Even each dialect lacked rules as to how to write German. Again as Luther himself wrote, “I have so far read no book or letter in which the German language is properly handled. Nobody seems to care sufficiently for it; and every preacher thinks he has a right to change it at pleasure, and to invent new terms.” Appealing to the whole German nation would prove to be a large problem for Luther.
    In France, England, Switzerland and the Netherlands, national identities had already begun to form at the time of the Reformation. As Obermann argues in his book, Luther: Man between God and the Devil, Germany lagged behind here because “all resources for national cohesion were sacrificed to a medieval imperial dream”. These sacrifices were made by the Holy Roman Empire’s dynastic emperors for three generations. In 1519, It was suggested by the government of the Hapsburg Netherlands that Europe should be divided into nations, an independent German nation with the king included. Emperor Charles I quickly denied the proposition, as a large empire was needed for the “defense of Christendom”. When the states of Germany suggested the creation of a national council which would experiment with the idea of a united German Church like the Church of England created at the same time, Charles I forbade any such council. However, the common German would not be aware of these actions as he did not see his land as the Holy Roman Empire; he considered only as far as the common language region, and perhaps the regions over which the relevant elector or prince presided. Sworn oaths and allegiances were not “Germany” but to the local duke.
   
Success Through Luther’s Translated Bible
    Luther’s concentration on his translations amidst excommunication and threats of death shows how crucial this was to him. He revealed his first edition of the New Testament in September of 1522 and completed the Old testament and thus the full Bible in September of 1534. The Old Testament was such a challenging task that he originally refused to do it. With the help of many friends and advisors, he completed very different translations of the scripture the Old and New Testament in comparison to that of previous and contemporary versions. There were no dictionaries or rules of proper grammar, thus it took Luther 12 years and many helpers to complete the edition of the Bible, which was amended repeatedly until Luther’s death in 1546.

Uniqueness of Luther’s Version
    The first and most critical decision Luther made in translating was to base the translation on the original languages. Instead of using the Latin Vulgate as other translators had done in the past, Luther went to the roots of the Vulgate, the original Hebrew and Greek texts. He thus freed himself from the bonds of Catholic translations, important for conveying his powerful, contrary message against the papists and could now begin his translations without guidelines of previous translations and with freedom to manipulate the German language for the greatest effect.
    The chosen dialect for his translations was that of Saxony. Although chosen because he was conveniently from the area and was also held in the Wartburg castle during his translation, it was the ideal dialect a translator could have chosen. Saxony’s geographic location at the very center of Germany in the Holy Roman Empire allowed for maximum appeal to all Germany. A Bible based on the dialect from Zurich would have been far less likely to be understood by Germans as far away as Wittenberg, and perhaps this is the reason Zwingli’s Bible from Zurich does not receive as much recognition.
    Nonetheless, the 30 miles Luther observed does not stretch very far and Luther needed to make adjustments to gain the maximum amount of followers in the whole of Germany. Luther went out to speak to the common person in the marketplace and found he needed to alter the words for the sake of understanding, instead of grammatical accuracy.  Often Luther would spend weeks searching for the right word; one that conveyed the intended meaning but also sounded right to the ear. Luther’s earliest biographer states Luther even asked the local butcher to cut up several sheep so he could learn the names of each organ. This careful attention to the oral aspect of the translation was particularly significant as most Germans were part of the illiterate lower class. The word from the Bible had to be spread to such peasants by public readings, which, as Philip Schaff estimates, could have reached ten times the amount of people, distributing itself vastly in Germany. Its readability carried its impact far beyond any other translations; while others have gone out of use, Luther’s Bible remains in use to this day.
    Luther himself only knew Greek and Hebrew to a certain extent, but his colleagues and fellow translators, such as the theologian-humanist Melanchthon, made up for what Luther’s own brilliance could not. However, in the crucial part of the equation, the Saxon dialect, Luther was proficient. Luther is often quoted as expressing himself with such colloquialisms, lack of restraint and willingness to surprise his audience to enforce his message. For example, Luther addressed the devil: “But if that is not enough for you, you Devil, I have also shit and pissed; wipe your mouth on that and take a hearty bite.”
    Extracts from the Old Testament translation demonstrates the vast difference in language used between Luther and earlier and contemporary versions. Luther chose to substitute the more vernacular words like “wirstu” and “finster” for the less common words among the people: “wirst du” and “vinsternus”. Unpopular, complicated words like “erbarm” and “abgrund” were left out. “Weysheyt” and “schwebet” were more common spellings and thus replaced “weißhait” and “swebet”. Germans heard their own language and understood the ideas free from forced attempts by wealthy scholars unable t convey the biblical metaphors and symbolism.

An Instant Hit
    The words Luther wrote became the everyday words of the people. The phrases Luther used in an attempt to translate the Greek and Hebrew idioms became common, just as the King James Version created common idioms for English. As Professor Warren Washburn Florer describes in a philological article, Luther’s Bible was “the important factor in the New High German written language.” By examining the change in gender from Middle High German to New High German, he shows Luther’s writing influenced all of Germany even in this most fickle area of language. Where Luther changed the gender of a noun, so did it later in New High German. Philologist Friedrich Kluge claims a comparison between Luther’s Bible and Johannes Eck’s contemporary German Catholic Bible shows that Luther’s Bible follows the rules of the modern High German more than its Catholic counterpart. This conveys the acceptance of Luther’s Bible into the language and use of it  as the basis for the first step towards today’s modern High German.
    Schaff writes that Luther’s first edition of the New Testament in 1522 was so popular that all previous translations immediately became obsolete. Schaff, who wrote an extensive eight-volume History of the Christian Church in 1882 while teaching theology in America, was a fervent Protestant who often began arguments over the importance of teaching the original German theology in German. This may have influenced his view as he provides little evidence besides the features of Luther’s Bible and only one example of a Bible contemporary of Luther which is no longer printed.  Nevertheless, besides insulting Luther’s Bible as a “unfaithful translation”, the Catholic Encyclopedia of 1910 admits Luther’s work had “indisputable linguistic merits” which allowed it to surpass previous German translations, unpopular due to their “antiquated language”.
    Mark Edwards, Jr. estimated the cost of a simple unbound, undecorated New Testament to be equivalent to two weeks’ wages of a baker, fourth months’ wages of a serving maid at the hospital of Vienna, 430 eggs, or 150 kilograms of wheat. Despite these costs, Luther sold unbelievable quantities of his Bible. If Luther had accepted money for his Bible, he would have been very wealthy, as between 1534 and 1574, 100,000 copies were sold. Just his New testament sold about 5000 copies in the first two months. This figure is further emphasized when the total number of Bibles sold and the literacy in Germany are taken into account. Edwards, as well as the Gutenberg Museum in Mainz, Germany, estimate German literacy at the beginning of the Reformation at 5%. Given that the German population at this time was about 7.2 million, about 415,000 people could read. Dutch historian Kooiman calculated that half a million complete Bibles and parts of the Bible were printed just in Luther’s lifetime. Assuming that 85,000 Bibles were not printed without the necessary demand, more people than were literate were buying the Bible.
    Luther made people want to become literate. Normally it would take the common German people, “dreamy, drunken and incapable of intrigue” in Charles I’s eyes, incredible amounts of effort and motivation to accomplish such a task. But Luther’s language was able to appeal to every corner of Germany, the illiterate and literate alike. Even a contemporary of Luther, the young theologian Erasmus Alber, realized the profound effect Luther had on Germany. He called Luther the German Cicero because he not only reformed religion but also the German language. Thus, Luther was able to convey his message and influence his followers much better than his Catholic opponents.
    Before Luther, Germans saw the Church as the power which governed their lives through the Bible, left in an incomprehensible language. Now it was in the language of the peasant, most often held as the only book in their homes. Germans realized their right to interpret the Holy Book and as witnessed by Johann Cochlaeus, Catholic opponent of Luther, readers of Luther’s Bible took the new Word as pure truth. The result was that they felt themselves learned enough to challenge not only Catholic laymen, but also such pious people as monks.

The Power of Luther’s Hymns
    To further spread his message, Luther used his lesser-known knowledge of music and created hymns carrying the liberating Lutheran ideologies. This medium is often overlooked as historical sources by historians studying Luther’s movement, but its impact on the dissemination of his message should not be underestimated. Lyrical music was the most contagious medium of his language forms, as a hymn could engrave a message into people’s minds by making them sing it themselves. Luther was exceptionally musically proficient according to John Walter, court composer to the elector of Saxony: “[Luther’s] discourse concerning music was most noble.” This musical knowledge allowed Luther to accurately convey feeling through music and to create melodies which could be sung in the sanctuary. From there, Luther again used his substantial knowledge of the vernacular German and allowed Germans to take part in mass by not restricting congregational singing to only the clergy and choir. Luther illustrated that the hymns let the word of God “come to life”, further engaging Germans in Church happenings. Furthermore, the nature of a hymn allowed these hymns to infiltrate the German life easily; it did not have to be purchased and was transmitted orally, thus breaching economic barriers and disseminating quickly.
    Coleridge acknowledged this: “Luther did as much for the Reformation by his hymns as by his translation of the Bible.” This is provocative as Luther’s Bible is more often credited with the successful impact on the Reformation. Nevertheless Coleridge’s assertion shows that the English knew Luther’s hymns, continuing on to describe his hymns as becoming known to every German “by heart” and spread through translations to places such as England. Project Wittenberg, tasked with collecting works from Luther and his fellow Lutherans, shows that Luther was a prolific hymn-writer, writing 39 hymns, all of which have been translated into English and several other languages. Luther’s most popular hymn, “A Mighty Fortress is Our God”, one I remember singing in a Presbyterian Church often, is published today in 564 hymnals. To compare, “Silent Night” is cited as published in only 481 hymnals. Coleridge’s assertion can be said to be justified, given that Luther’s works were also popular at the time: of 10 hymnals published between 1524 and 1545 the majority of hymns inside all the hymnals were written by Luther. Catholic opponents found they were concerned about and even envious of Luther’s works with hymns, as they could not convey their words in song due to their own principles.
   
Use of the Printing Press and Propaganda
    Three-quarters of a century before Luther’s movement, Gutenberg invented the printing press with movable type. Suddenly, writing could be printed and copied as easily as setting the correct ink-covered letters in and pressing down on a piece of paper. In the previous several hundred years, literature and science was constrained to the activities of monks, who would only copy manuscripts. This lead to extensive libraries, but minimal progress and new works. Around 1450, the press was created and enabled just two people to produce more prints than 250 monks could produce in the same amount of time. The business spread and by the time of Luther there was a printing press in almost every major city; two hundred in Europe, sixty in Germany. It wasn’t until the Reformation that the new invention revealed its true potential.
    Luther referred to the printing press as “God’s highest and extremist act of grace.” Luther and his friends used the new press skillfully to their advantage and simultaneously revealed how powerful it could be. Luther’s 95 theses were translated by friends, and only a fortnight after publication, the whole of Germany was familiar with Luther and the whole of Europe in a month. Luther realized the potential power and deliberately wrote his message in German to give it to the local Wittenberg publisher. In the subsequent years of the Reformation, Luther and fellow Evangelicals produced hoards of pamphlets establishing remarkable recognition and support. Luther’s popularity increased such that his signature on treatises eventually became the simple pen-name M. L. A., a shortening of the previous Martin Luther, Augustinian. Of the 10,000 pamphlet editions that appeared between 1500 and 1530, 75% were created at the height of the Reformation, 1520-1526, most of which on the topic of the Reformation. His treatises were just as popular and numbered twenty copies to every literate person in the empire, reinforcing the idea that the illiterate were also beginning to read. Prior to the press, one had to be in a high position of power or in direct contact with their audience to affect so many people so fast.
    Pamphlets were Luther’s most valuable weapon as they could be copied and distributed most easily. He used the language he created in translating the Bible in the outstanding number of pamphlets he published, which were purchased easily for the cost of only a pound of wax. As Köhler shows, this was certainly not a cheap price, but was still in range of the target audience, the common German. Within the first decade of the Reformation, 6-7 million Lutheran pamphlets were sold. Between 1518 and 1525, more works of Luther were published than the next seventeen evangelical publicists combined. Using every surviving pamphlet they could find, Köhler and the Tübingen Flugschriften Project under his direction studied Luther’s pamphlet propaganda and revealed they made up 20 percent of all pamphlets in Germany between 1500 and 1530. This is remarkable, as his Reformation did not start until more than halfway through this period.
    Bernd Moeller established his thesis in a 1979 essay, that without the printing press, there would not have been a Reformation; Luther’s propaganda had such great appeal on Germans because of the natural communal feeling which Germans possessed and with which Germans found a connection to Luther. Harvard historian Steven Ozment has used Moeller’s thesis as the starting point and focus of his counter-argument, arguing that Reformation propaganda had such appeal due to its liberating rather than communal nature. However, Ozment overlooks why the common German would relate this information to himself and how he would learn of such revolutionary thoughts. Without the ability to appeal to the German community, Luther could not have inflated the strong nationalism which he needed to overcome his opponents. In fact, Luther’s Reformation can be compared to a similar movement a century and a half before. John Wyclif and his pupil Jan Hus spoke strongly against the Church just as Luther did, but also spanning two generations and two areas in Europe (England and Bohemia). However, they were not able to spread their movement and gain enough support before Hus was executed and Wyclif posthumously excommunicated. They were preaching liberation from the church much like Luther, however, the lack of time and perhaps printing press attributed to the lack of translations to appeal to the commoners. Luther in comparison had gained so much support his sentence of excommunication in 1521 could not be fully enforced as he had too much widespread support and his movement could not be quieted.

The Catholic Response
    To understand why Luther’s use of language aided the success of the Reformation, we must understand not only why his use was so successful but also why it triumphed over his opponents. The Catholics also had access to the printing press and could distribute more propaganda because of the Church’s larger budget. Theoretically, the Catholics should have been able to surpass Luther’s publications, therefore gaining more support. Indeed, Catholic opponents’ publications with titles like Concerning Doctor Martin Luther’s Teaching and Preaching, That They Are Suspicious And Not To Be Considered Completely Trustworthy warned Germans that they should not think Luther was the font of all knowledge.
    However, the opposition produced few publications, and what they did publish only acted against their goals. At the start of the Reformation, Luther realized any publicity is good publicity as by publishing works against Luther, the Catholics only increased German awareness of Luther and his movement. Indeed, Catholic publications directly contradicted  Catholic policy. In every pamphlet or treatise an opponent published, the argument was that such religious matters should not be debated with peasant Germans, yet, by publishing a pamphlet in German, they were letting the peasant German know of these religious disputes. Therefore, if Catholic opponents did nothing against Luther’s controversial vernacular printings, the printings would flourish; but if they published anything against Luther, it would be a contradiction in terms and simultaneously increase the Germans’ awareness of Luther’s movement and the Church’s own conflicting and inconsistent nature. Thus, the Church published far less works in German and instead focused on keeping their Latin-speaking clergy. Meanwhile, Luther continued to speak directly to the Germans and gain support.
    Luther triumphed over his opponents also because of the vast difference between his and the Papists’ approach. The Catholic approach was to keep the citizens of their empire on their side while simultaneously insulting them. Thomas Murner, a Franciscan theologian who published 5 treatises against Luther’s, referred to Germans as the “ignorant and rebellious commoners” and the derogatory “Karsthans”– hoe-carrying peasant. Luther preached freedom while the Catholics patronized. The Catholic opposition simply failed against Luther’s mass production of language and ability to appeal to the German people.
   
Conclusion
    The existence of Luther’s widespread support, without which Luther might have become another figure of failed change just as Wyclif and Hus became, was crucial in keeping the Protestant reformation alive. As language was the only way to communicate with followers, Luther’s use of language was thus essential to the proliferation of his movement.
    Ozment realizes the common Germans were attracted to Luther’s message because of its liberating nature but neglects to appreciate fully how language allowed Luther to appeal to Germans without a common language between Germans. Unlike Zwingli, Luther’s choice of language and use of hymns gave him the possibility to reach every German and accurately convey the complex metaphors of the Bible. Similarities between his Bible and the developments in the German language reveals his Bible’s profound effect on Germans, uniting them through language.
    Luther’s use of language was by nature directly against the church’s doctrines, therefore stripping the power form the church, for the church could not use the same method in defense and lost support. The people accepted his preachings because it gave them power; originally the book interpreted solely by the dogmatic Church was now in the hands of every German in a language they could understand and thus interpret. The effect was the increase of strong challengers to the Church as well as a desire to read. Such provocative writings made people want to become literate and as a result, there is a large unexplained abundance of Bible and pamphlet printings. Luther’s use of language was able to reach beyond the literate, triumphing over the Catholic opposition. Appendix 1




Ward, Prothero, and Leathes. "Germany at the Accession of Charles the V." Map. Maps Educational Technology Clearinghouse. Florida Center for Instructional Technology, n.d. Web. Appendix 2
Genesis 1:1–3.
The Koburger Bible of Nürnberg, 1483
In dem anfang hat got beschaffen hymel und erden. aber dye erde was eytel und leere. und die vinsternus warn auff dem antlitz des abgrunds. vnd der geist gots swebet oder
ward getragen auff den wassern. Un got der sprach. Es werde dz liecht. Un das liecht ist worden.

Luther’s Bible, ed. 1535
Im anfang schuff Gott himel und erden. Und die erde war wüst und leer, und es war finster auff der tieffe, und der Geist Gottes schwebet auff dem wasser.
Un Gott sprach. Es werde liecht. Und es ward liecht.

Psalms 51.3,6-8
Caspar Amman, 1523; after the Hebrew original
Erbarm dich mein, o got, nach deiner barmhertzigkait…
Dir / allein dir hab ich gesündet / und das böß in deinen augen hab ich gethan /
Darumb wirst du gerecht sein so du röden wirst /
Und wirst rain scheinen so du richtten wirst.
Nym war in der sünd bin ich zu der geburt berait /
und in der sünd hat mich empfangen mein muter.
Nym war die warhait hast du begert in der mauren /
und in verborgenhait hast du mir zuwissen thon die weißhait.

Martin Luther, 1524; after the Hebrew original
Gott sey myr gnedig nach deyner guete / …
An dyr alleyne hab ich gesundigt / Und ubel fur dyr gethan.
Darumb wirstu recht bleyben ynn deynen worten /
Und reyn erfunden wenn du gerichtet wirst.
Sihe ich byn ynn untugent gemacht /
Und meyne mutter hat mich ynn sunden empfangen.
Sihe du hast lust zur warheyt /
Du lessest mich wissen die weysheyt heymlich verborgen.
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Was Captain Turner Negligent In The Torpedoing Of The Lusitania?



 
IBDP History Internal Assessment

Examination Session: May 2013
Word Count: 1,982


A.    Plan of the Investigation
Was Captain Turner To Blame For The Torpedoing of the Lusitania? To answer this, books published then and now will be consulted, which discuss the events leading to the sinking and the messages sent from the Admiralty to the Captain of the Lusitania on that day will be used. The actions and decisions made by the Admiralty will also be researched to examine Turner’s actions during the end of the Lusitania’s voyage. This investigation will not consider the various conspiracies associated with the sinking.
A critical source used is the minutes of the Mersey Inquiry as it documents the events leading up to the sinking and shows the immediate answers to questions about the activity on the Lusitania before and during the sinking. The second crucial source is ‘The Lusitania’s Last Voyage’ by Charles E. Lauriat, Jr., an American passenger aboard the ship, whose personal experience and perspective will be used to compare with the official inquiry’s conclusions.

B.    Summary of Evidence
The RMS Lusitania was a British Cunard luxury liner, the “largest and fastest vessel of its time” and like the Titanic “…the ship line [believed it] … unsinkable.” The Lusitania began her last voyage on the 1st of May 1915 from New York to Liverpool with William Turner as her captain.
On the 6th of May, at 19:50pm, the Lusitania received the first of many submarine warnings. The ship had been sailing at 21 knots, however due to heavy fog around 6:00am, it slowed to 15 knots. At 11:00am the fog cleared and the ship sped up to 18 knots, which though not her top speed, was still faster than German submarines. After coming out of the fog, Captain Turner changed course to a 4 point-bearing to find their exact location as he didn’t “…navigate a ship on guess-work.” In addition, if faster they would reach the Liverpool bar before it could be crossed due to tidal conditions, making them a target to submarines.
The Admiralty’s order to sail a mid-channel course wasn’t followed as the Lusitania hadn’t reached a channel yet, but was in the Celtic Sea. Also, in previews wartimes cruisers escorted merchant ships to safety and Turner was told the Juno would be their escort. However, shortly after noon, May 7th, the Juno was signaled to abandon her duty by the Admiralty. Admiral Coke in Queenstown, Ireland was instructed to warn the Lusitania, however failed to do so, leaving the Lusitania without knowing they were alone. A message was also sent to Turner about a zigzagging course used to escape submarines. However it wasn’t clear and therefore Turner thought it was only to be done once a submarine was spotted.
At 2:10 pm the Lusitania “…turned into the path of a…German submarine off the coast of Ireland…” and was struck on her starboard bow. Captain Turner tried to get the ship closer to shore, however when he tried to, he found the hydraulics had failed, the rudder was stuck and the engine wasn’t responding. Due to its tilt, only 6 out of 48 lifeboats were successfully launched. Like the Titanic, the Lusitania’s stern stuck above the water’s surface, rose and then slid under. In 18 minutes she was on the seabed, 18km away from Old Head of Kinsale, Ireland with 472 of the 1,257 saved.

C.    Evaluation of Sources
The Mersey Inquiry, started on the 15th of June 1915 in Central Hall, Westminster, London.
The Mersey Inquiry was conducted to find out what exactly happened and who is culpable for the sinking. As the minutes were taken during the five-day court, eight days after the sinking of the ship, it documents the questioning by the Attorney General and the immediate answers from Turner and other survivors about the sinking of the Lusitania. It’s critical to this investigation as it clearly illustrates the events before and during the sinking of the ship. Because it was conducted in the middle of the war, it must be considered in light of the Government’s vulnerability in regards to any perceived negligence or its role in carrying munitions from a declared neutral country. Furthermore, one must realize that the only information gained is from the answers to the lawyer’s questions. The only witnesses questioned, were ones the Admiralty knew didn’t have condemning information in regards to them, and documents and orders were manipulated so that the blame would not fall on the Admiralty. Some documents are still classified to the public and researchers today, which leads one to believe them to being incriminating.

‘The Lusitania’s Last Voyage’ by Charles E. Lauriat, Jr., a 2nd class passenger aboard the Lusitania, was published by the Houghton Mifflin Company in Boston and New York in 1915.
    Written as a reflection of the sinking, as well to publically criticize the Mersey Inquiry, Lauriat, being American, was not prevented by the British government from openly criticizing the Mersey Inquiry. The first part accounts the five days prior to the sinking, written before reading the official inquiry so as not to be influenced by outside opinions when coming to his own conclusions. The second part, most importantly for this investigation, contains his reflections on the events whilst fresh in his mind and written to ‘add details…to…answer questions…from reading Part One.’ A republication of a translated article from the Frankfurter Zeitung is in the third part, for the purpose of showing, what Lauriat felt was a typical German perspective of the sinking and their opinions on it. Lastly was the full written report from the Mersey Inquiry accompanied by Lauriat’s disagreements with the court’s decisions of blaming the Germans instead of Turner. His criticism of the Inquiry has been vital for this investigation as Lauriat gives opinions on the Inquiry and Turner’s sailing not tainted by politics.  His account of the events during the sinking may however not be accurate due to panic and confusion from the passengers during the sinking, affecting his perception of the Captain and his actions.

D.    Analysis
As commander of the Lusitania, Captain Turner came in for special attack for his handling of the disaster in the subsequent Mersey Inquiry, defending himself from the Admiralty’s accusation that he disobeyed their orders saying: “I consider I followed them as well as I could.” While Turner did not follow all of the Admiralty’s orders, Lord Mersey felt “[Turner] exercised his judgment for the best. It was the judgment of a skilled and experienced man…”
One charge was that Turner did not travel a mid-channel course which, while true, ignores the fact she had not reached St. Georges Channel yet, but remained in the Celtic Sea; the Lusitania was not sunk in a channel.  Turner, a skilled seaman, argued he had not disobeyed orders due to their geographical position.
    A second accusation concerned Turner’s failure to sail at a zigzag course causing the ship to be sunk. Again true, but Turner had still to find the ship’s position while misinterpreting the message he had received from the Admiralty about that course of action, believing he was only to follow that course if submarines were spotted. During the inquiry a message was read to Turner, which was different and clearer to understand than the one he had received explaining the zigzag course; the message had been rewritten for the inquiry to exonerate the Admiralty.  When the fog lifted Turner needed to find the ship’s position thus taking a four-point bearing, which Lauriat was told would take 30 to 40 minutes. The Lusitania was struck during this operation. Though this accusation was emphasized during the inquiry, Lauriat stated in his book: “It may be (though I seriously doubt it) that had he done so his ship would have reached Liverpool in safety.”  Lauriat criticizes Turner throughout his book, however states that he doubts the zigzagging would have guaranteed a safe journey.
A third accusation was that Turner had not sailed at full speed (21 knots). The Lusitania had in fact slowed down to 15 knots due to fog and not wanting to run aground. Once the fog cleared, their speed increased to a steady18 knots as Turner wanted to verify their exact location. Turner also estimated that a faster speed would miss the crossing at the bars at Liverpool due to tidal conditions, resulting in circling for hours and becoming an easy target to submarines. The Admiralty focus on the Lusitania’s speed was again dismissed by Lauriat: “…the steamer’s speed was of no significance and was proper in the circumstances.”  as the ship was still one of the fastest ships at the time.
Though the inquiry stated Turner was a skilled seaman, acquitting him, Lauriat argued “It would seem that Lord Mersey measures ‘skill and judgment’ by the number that were lost…” and concluded that Turner and his crew acted and negligently. Turner himself admitted he didn’t follow all the orders, however felt he did the best he could. The orders the Admiralty gave didn’t leave room for leeway and did not consider natural conditions such as tide and fog, which affected Turner’s sailing significantly.

E.    Conclusion
Captain Turner was not responsible for the sinking of the Lusitania and the deaths of her passengers. He was an expert sailor affected by unsuspected fog that slowed him down, the lack of clear information from the British Admiralty and the inexperienced sailors he had. The Captain was further more confused by the lack of escorts supposed to be waiting for them which he was told would be there to guide the Lusitania safely into port.
He was forced to disobey the Admiralty by decreasing the ship’s speed out of necessity so as not to run aground and to not reach the Liverpool bar at low tide, which would have made them an easy target for submarines.
After being torpedoed, the Lusitania was going to sink whether the crew and its captain were skilled or not. During the inquiry the Admiralty continuously tried to make Turner the scapegoat while ignoring its own culpability through providing a lack of information and guidance. This investigation thus concludes that Turner is therefore not guilty for the sinking of the Lusitania and the deaths aboard.











F.    Works Cited

Bain, George G. ‘Lusitania.’ Digital image. Library of Congress. Library of Congress, n.d. Web.
‘British Wreck Commissioner’s Inquiry (Day 1): Captain William Turner – Recalled.’ Lusitania Inquiry Project. 2004-2006. Lusitania Inquiry. 1915. Web.
Bruskiewich, Patrick. Lucy, the Shell Crisis and Special Intelligence. n.p.n.d. Print.
Denson, John V. A Century of War: Lincoln, Wilson and Roosevelt. Auburn, Ala.: Ludwig Von Mises Institute, 2006. Print.
Freedman, Russell. The War to End All Wars – World War 1. New York: Clarion Books, 2010. Print.
Hickey, Des and Gus Smith. Seven Days to Disaster, The Sinking of the Lusitania. Collins, 1981. Print.
Jackson, Jack. The Wreck of the Lusitania. London. 2007.Print.
Lauriat Jr., Charles E. The Lusitania’s Last Voyage. Houghton Mifflin   Company,1915. Print.
‘Secret Lusitania Evidence Shows Captain Admitted He Disobeyed Admiralty
     Orders’ The New York Times. November 5, 1919.
 ‘The Lusitania.’ The Lusitania Resource. Ren-Horng James WangWeb. 2003-2012. Web. November 5, 2012.
‘The Lusitania Sunk Off The Irish Coast By German Pirates’ The New York Herald. European Edition – Paris. Saturday, May 8, 1915.



G.    Appendix


The Lusitania was sunk at point 5 on the map above. The Lusitania’s journey is shown by the dotted line and the German submarine’s route by the solid line.

Bruskiewich, Patrick. ‘The Tracks of U –20 and Lusitania 5 to 7 May, 1915’ (Taken from Room 40). Lucy, the Shell Crisis and Special Intelligence’

DP IA: Was Rosa Luxemburg in support of the Spartacist Uprising in January 1919

IBDP History Extended Essay Example   Rosa Luxemburg and the Spartacist Uprising
Research question: Was Rosa Luxemburg in support of the Spartacist Uprising in January 1919?

Section A.

    This investigation deals with the question Was Rosa Luxemburg in support of the Spartacist Uprising in January 1919? To conclude a valid answer the role of the Spartacists in the November Revolution (the events leading up to the revolts in January 1919) will be at the focus. Thereby the aims of the Spartacus League and the overall revolution should be identified, as well as Rosa Luxemburg’s personal engagement and expectations. The sources Der Spartakusaufstand im Januar by the history academic Holger Lucas and Gesammelte Werke are being evaluated, as they are crucial in determining Luxemburg’s role and standpoint in the Spartacist Uprising. For reconstructing the events of the winter 1918/19 and compiling Luxemburg’s profile the first source is essential. Also the latter is vital in this process; it is a collection of Luxemburg’s writings and thus the most important source for understanding her ideology.

Word count: 146
Section B.

In 1916 the Spartacus League had developed out of the Spartacus Group, having first began as the Group Internationale in 1914. Rosa Luxemburg was the initiator of this left-wing opposition organisation, and, alongside Karl Liebknecht, emerged as the leadership of the KPD  until their murders on January 15, 1919.

In October 1918, towards the end of World War I, the Hohenzollern monarchy was collapsing; consequently a parliamentary government of USDP and SPD,  dominated by the latter, was set up. Friedrich Ebert, SPD, led this provisional government. The SPD rejected a revolution, nonetheless political prisoners were granted amnesty October 20, 1918. Liebknecht was released from jail October 23; he promptly returned to the Spartacist leadership. At this point, Germany was already in a revolutionary state.

November 4, a mutiny by 80,000 sailors in Kiel stimulated the so-called November Revolution. Soon workers, who went on strike for better working conditions and the removal of the monarchy, joined them. Under increasing pressure Kaiser Wilhelm II abdicated on November 9. The Democratic Republic of Germany was proclaimed.

By this time the Spartacists had gained significant influence in all major cities. Almost everywhere workers’ and soldiers’ councils had been established. In order to provide these proletarian institutions with political power, the Spartacus League demanded to be given seats in the governmental council. However, bound by an agreement with the OHL, President Ebert had to resist a Bolshevik-style revolution completely in return for the army’s support. Consequently, the Spartacists recalled their request and categorised the SPD as an enemy of the revolution.

Luxemburg, released from jail November 8, immediately joined the revolution in Berlin, working for the Spartacist newspaper Die Rote Fahne. She outlined the League’s manifesto demanding the “dictatorship of the proletariat” replacing the “bourgeois” government with democratically elected workers’ and soldiers’ councils and, adding to this, large reforms to remove the conservative military, judiciary and police, without the recourse to violence. The SPD responded with a counter-revolution whilst Luxemburg continuously spoke out, repeatedly demanding the proletarian masses carry on the revolution to peacefully unite and use the power of the mass strike against the government. She denounced both the idea of an all-powerful central committee as well as the existence of a national assembly. Instead all power must be provided to the councils.

On December 16, state police killed Spartacists demonstrators upon which Luxemburg suggested setting up a “workers-militia” . That same month the constituent assembly was officially handed over all power within Germany, with workers’ and soldiers’ councils serving only as advisory bodies. As a consequence the USDP left the coalition government and united with the Spartacus League; on December 29 they set up a Revolutionary Committee aiming to boycott the proposed national elections on January 19 and overthrow the government. Liebknecht was part of its leadership and only one of two Spartacists. Moreover, the Spartacists came together simultaneously to form the KPD, December 30. Unlike the majority of her Party, Luxemburg emphasised the need to join the elections in order to pursue proletarian rule.

When the provisional government removed police-president Emil Eichhorn - USPD member and KPD sympathiser - on January 4, the left wing called for protests. On January 5-12, 1919, the Spartacus League launched a socialist revolutionary attempt to overthrow the provisional government. 500,000 workers in Berlin followed the Revolutionary Committee, yet the Kiel sailors stayed uncommitted. The main communication centres, railway stations, the police department and other buildings were beleaguered. The revolutionaries were equipped with weapons, such as machineguns; up to about one-thousand Freikorps and other governmental forces intervened on December 11/12, raids and violence broke out. In bloody battles, around 150 revolutionaries and 13 militaries were killed, also civilians. Luxemburg and her KPD comrade Leo Jogiches had already officially retreated from the revolts January 8.

Words: 685 Section C.

    Gesammelte Werke by Rosa Luxemburg is a collection of her works in four volumes published by the Rosa Luxemburg Foundation. It includes articles, transcripts of speeches, pamphlets or the like in German, the language Luxemburg wrote in. She used these media to present her political ideas, in particular the concept of social freedom and how it may be achieved. Thus, by reading these primary sources a historian receives direct access to Luxemburg’s thoughts and political maxims without any bias from translation. This enables us to evaluate what kind of socialist Rosa Luxemburg was and thus how she must have felt about the January revolts. However, one must consider her articles were published in Die Rote Fahne, the Spartacist’s newspaper, where she was only one of six publishers; disagreement was on the daily routine, thus her articles may not fully represent her personal opinion . Moreover, the international Bolshevik organisation exerted noteworthy influence on the newspaper and the League (later KPD) as a whole.  Consequently, when referring to Gesammelte Werke, one must account for external influence and possible restrictions imposed on Luxemburg’s writings and speeches by other Spartacists and the Comintern.


    The analytical essay Der Spartakusaufstand im Januar und der staatlich gelenkte Einsatz von Freiwilligenverbänden by the history academic Holger Lucas is equally important. Its purpose is to investigate how the government intervened in the Spartacist Uprisings in 1919 by reconstructing a timeline of events and analysing Libknecht’s and Luxemburg’s role. Lucas, as a German academic producing a research study in 2004, enjoys the privilege that all public as well as most private or institutional archives are open to him. This enables him to access large numbers of official statistics and primary sources. However, collections of, for example, Eastern German documents are still not completed. And, because Lucas is writing from hindsight, he is prone to reproduce a false image of the early years of the Weimar Republic. Though, he can discuss the situation openly and make judgements based on a wide range of information. Since the essay focuses on giving facts and numbers rather than convincing the reader of a specific argument, it is a very valuable secondary source to help understand the individual events that constituted the Spartacist Uprisings. At the same time it provides information about Luxemburg and Liebknecht in one separate chapter. The historian studying the source can get a well-rounded idea of the revolts themselves and Luxemburg’s involvement.
Word count: 405 Section D.

    „By Karl Liebknecht we have sworn it, with Rosa Luxembrug we shake hands,“ lyrics every primary-school pupil in the DDR had to memorise; a testament it gave to the importance of Luxemburg and Liebknecht in the DDR. Annually, the SED celebrated them as national heroes with a march to their memorial at Friedrichsfeld, Berlin as national martyrs for standing up against the right-wing politics in the Spartacist Uprising. Socialists continue to honour them, now as front-fighters against fascism. The received wisdom is that both were in favour of the uprising. However, analysing of the material suggests this to be a simplification.

    Lucas clearly identifies Liebknecht as the prime mover of the Spartacist uprising: “In particular the communist leader Karl Liebknecht rooted for revolutionary action”. Focus online supports his argument: “Liebknecht proclaimed the armed struggle against the government,” focussing on Liebknecht’s antagonism towards the SPD government which he dismissed as a “democracy that socialism has never demanded.” The majority of the KPD welcomed his call for an armed coup to anticipate the planned elections on January 19; it became KPD prority.

Seemingly, Luxemburg was in clear opposition to Liebknecht and the new KPD policy. Lucas writes: They “were at odds about the new course. While he was forcing the uprising, she was objected to it.” Instead of rearing up against the national elections on January 19, Luxemburg had advocated the KPD’s participation at its founding party congress. Waldman supports this interpretation, arguing Luxemburg solely engaged with the Spartacist Uprisings because she believed in the power of spontaneous mass strikes.

Altogether, Luxemburg pleaded for more moderate action; a pacifist in her principles. This is still disputed by those wishing to stress her Marxist credentials:

They were revolutionaries and Marxists, and it was their convictions, their belief that a better, socialist world could be created, that drove them to follow the path they did.

Such claims transform both individuals into a monolith, claiming Luxemburg clearly favoured the uprising and, moreover, indifferently tolerated the use of violence as it happened during the January revolts. This idea is contradicted by what is conveyed by her writings. In the Spartacist Program she wrote, “a proletarian revolution does not require violence to succeed in its aims… as it is not fighting against individuals but institutions.” Furthermore, in her manuscript The Russian Revolution, composed during the German November Revolution, she rejected “the use of terror” completely, referring negatively to Lenin’s use of the Red Terror. However, one must wonder why she advocated a workers-militia. Fritz Schlegel argues that it was a response after the murder of sixteen Spartacists in order to protect the workers and their will, and was to be separated from the KPD completely to prevent it from deviating from democratic policies.

    Dr Helmut Trotnow further suggests that Luxemburg would not have supported the protest given the organisation of the uprising, feeling those behind a revolution must solely give an impulse to the masses. This argument is supported by her writings. As early as 1904 she criticised Lenin’s idea of an ultra-centralist party concept, believing that such a system would provide a small elite circle with dictatorship-like power, while neglecting the proletarian masses. Moreover, in the League’s manifesto she denounces the use of the masses as merely a tool for a minority in a revolution and reemphasises that a truly socialist revolution must be a revolution by the proletariat. However, the Revolutionary Committee, from which she was absent, resembles such an elite minority with Liebknecht functioning as the ‘German Lenin.’ This contradicts with her idea of a truly socialist revolution and social democracy.
Word Count: 712
Section E.

    The January Revolts have been referred to as a „revolutionary legend” although it is doubtful that Rosa Luxemburg would have agreed with this description. The German November Revolution and the Spartacist Uprising 1918/19 stand diametrically opposed to her principles which consistently called for a peaceful revolution driven by well-educated proletarian masses and conducted by socialist leaders to establish a socialist democracy. The actual revolution was dominated by an elitist minority which relied on violence as a means of revolution. Adding to this, the revolution was missing the widespread mass support, and those who supported the demonstrations were not fully educated in socialist studies from Luxemburg’s perspective. Lastly, the Revolutionary Committee did not define its goal to establish a lasting socialist democracy but simply wanted to remove the current government.
   
    Concluding, Rosa Luxemburg could not have been in support of the Spartacist Uprsings in January 1919. Yet, she did not want to destroy the socialist spirit that had developed, and therefore, she half-heartedly supported the revolts.
   
Words: 178

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