Benito Juárez was born on March 21, 1806, in San Pablo Guelatao, a Zapotec-speaking hamlet in Sierra de Ixtlán (renamed the Sierra de Juárez on July 30, 1857) in Mexico’s southeastern state of Oaxaca. He died in the National Palace on July 18, 1872, as President of the Republic, an office he had occupied since January 1858, when, as President of the Supreme Court, he had succeeded the moderate Liberal Ignacio Comonfort, who had been driven into exile by a Conservative military revolt. During his fifteen years as president, a younger generation of Liberals, few of whom could remember the revolution of Independence (1808–1821), radically transformed Mexico’s laws and institutions. In October 1855, when Juárez was the minister of justice in the newly formed Liberal government, he implemented the “Law of Restriction of Corporate Privileges,” which is credited with setting in motion the wider Reform movement.
Between 1855 and 1860, in what was at the time called La Revolución but soon became known as La Reforma (the Reformation), Mexico moved from being a “Catholic Nation,” in which many of the social and racial hierarchies and corporate privileges of colonial rule still held sway, to becoming a secular federal republic regulated by a liberal constitution based on the sovereignty of the people and equality before the law, reducing the legal immunities and special privileges of the army and the Catholic Church and establishing a single system of civil law that guaranteed a wide range of freedoms and social rights. In the face of a Conservative uprising in January 1858, which broadened into the Three Years’ War (1858–1861), Liberals pressed ahead with an ambitious project of religious and civil disentailment (desamortización) that abolished corporate or communal property in favor of individual private ownership. The Liberal revolution was further strengthened in 1859 by the “Laws of Reform,” which ordered the wholesale nationalization of Church wealth and the closure of nunneries and monasteries; barred Roman Catholicism, the national religion until 1857, along with any other religion, from external manifestations of the cult; and established a civil registry and a strict separation of church and state.
Conservatives, undeterred by their defeat in the Battle of Calpulalpan, in December 1860, and in spite of Juárez receiving his first full popular mandate in the elections of March 1861, redoubled their resistance to the Reform by encouraging Napoleon III’s colonial ambitions, efforts that culminated in January 1862 in the occupation of Veracruz by forces from France, Britain, and Spain and the imposition of Maximilian Habsburg as emperor in April 1864. Juárez now led the defense of the Liberal republic on two fronts, and he retreated to northern Mexico, from where he coordinated resistance to the Empire.
Following the defeat of the Second Empire, which culminated in the execution of Maximilian alongside the principal Conservative generals at Querétaro on June 19, 1867, Juárez returned to the national capital wearing the twin laurels of Liberal law giver and savior of the nation. Although at his death, in 1872, he faced many enemies, especially in the Liberal camp, Juárez soon became enshrined as Liberal Mexico’s undisputed founding father and moral guide, much in the mold of his contemporaries Giuseppe Garibaldi and Abraham Lincoln. Under his leadership, liberalism had become insolubly fused with patriotism in the republican victory over European monarchy—Mexico’s second revolution of independence. La Reforma is recognized as a major watershed in Mexico’s history on a par with the revolution of Independence from Spain and the Revolution of 1910–1917.
João Paulo Pimenta
Stemming from an accelerated and tumultuous process unleashed by European wars in the first decade of the 19th century, Brazil and Portugal split politically in 1822. In a sense, Brazil’s independence reflects a number of peculiar characteristics within the context of the time due, in part, to three centuries of Portuguese colonization and to changes within the colonial system beginning in the second half of the 1700s. In other ways, however, Brazilian independence is linked to external events like the French Revolution, the independence of Haiti, and, above all, the wars of independence in Spanish America. The most profound and lasting consequences of the break with Portugal were the emergence of a Brazilian state and nation that until that point did not exist and that was consolidated over the course of the nineteenth century, as well as the nationalization of certain colonial institutions that were partially maintained. Historiography and national memory would later imbue independence with supreme importance as the foundational moment of the nation such that it has become a recurring theme in historical studies of Brazil.
Danielle B. Barefoot
The 21st century brought with it a mass digitization of archival materials that rapidly changed preservation, research, and pedagogy practices. Chilean digital databases, archives, and humanities projects have grown steadily since the late 1990s. These resources developed with the central goals of democratizing access to sources and removing obstructive barriers including accessibility and physical distance. Remote access capabilities coupled with open access of collections encourages greater interaction with repositories including libraries, museums, and archives and materials such as historical documents, newspapers, paper ephemera, music and audio recordings, and photography.
While not exhaustive, these sites demonstrate the extensive range of digitized sources available that span from the pre-Columbian through modern periods. Researchers, teachers, and students seeking primary sources will find a multitude of themes including indigenous peoples, culture, science and technology, history, politics, environment, and human rights. Some sites, such as Memoria Chilena and the National Security Archive, feature a fully digitized collection with articles and downloadable PDF material. Others, such as Museo de la Memoria y Derechos Humanos, and the Biblioteca Nacional Digital, have non-digitized holdings that call for an in-person visit. Lastly, the Dirección de Bibliotecas Archivos y Museos and Biblioteca Digital del Patrimonio Iberoamericano serve as digital source aggregates that collect and allow users to search across affiliated sites. Aggregation is the newest step in the digital revolution. This newer process permits the archiving of entire archives, which will transform how scholars understand source collection, non-immersive “fieldwork,” and research methodologies.
Digital resources drastically improve the accessibility of sources concerning Chile. At the individual level, user skill may affect the browsing experience, especially when searching for sources. Many digital resources allow for truncated and Boolean logic queries. Users can customize their browsing experience by implementing these tools to expand or narrow the search. At the website level, these resources incorporate open access coupled with universal design practices to democratize the individual browsing experience. Open access allows users to access content free of charge. Universal design ensures access equity through coding and website design. However, in terms of accessibility, room for improvement exists. Users employing screen readers and captioning technologies will have vastly different experiences within each of these resources based on the device and software utilized. Organizations who have undertaken the digitization process must ensure they continue cultivating equitable digital spaces that all users may enjoy.
Although the slave trade to Brazil did not end until 1850, and slavery itself lasted until 1888, the practice of freeing slaves had been common from the time of first colonization by the Portuguese in the 16th century, and the children of freed women were born free. The result was that, by the time of a national census in 1872, there were 4.25 million free blacks and mulattos in the country, accounting for over three quarters of all those of African descent and two fifths of Brazil’s total population.
To understand the willingness of Brazilian slave owners to free so many one must first consider the general nature of Brazil’s social structure and the paradigms that ordered it. For most, society was not thought of as being made up of individuals equally protected in their rights and mobile in relationship to one another, but by castes, ranks, corporations, guilds, and brotherhoods, layered one atop another or arranged side by side. Almost everyone could feel superior to someone else, even if inferior to others. The nuanced distinctions of ranks somewhat restrained the threat to social order that free and freed blacks might otherwise have been thought to pose. “Free-and-equal” was not a phrase heard in Brazil.
There is overwhelming evidence that race was an important variable affecting one’s position, and discrimination against blacks was widespread and constant. The government reinforced the prejudices of white Brazilians, acquiesced in maintaining a hierarchy based on color, and presented obstacles to the ambitions of free African Brazilians. Civil service positions were usually denied to them, regardless of their qualifications. Recruitment for the army was focused on the poor, that is, on African Brazilians.
Yet, it is also true that many individuals found their way around those obstacles and rose to positions of some importance, for skin color was just one of the many characteristics to be considered. There are multiple examples of freeborn mulattos (and some freed and freeborn blacks) who succeeded in 19th-century Brazil. Some became doctors, pharmacists, journalists, and teachers. Others entered politics and rose to positions of real power. A few worked energetically to bring about the end of slavery.
Benito Pablo Juárez Garcia (b. San Pablo Guelatao, Oaxaca, March 21, 1806; d. Mexico City, July 18, 1872) was one of the greatest (and most controversial) statesmen in Mexican history. Born a humble Zapotec Indian, he was orphaned before the age of four, obtained an improbable education, became a lawyer and politician, was a revolutionary reformer, served twice as governor of Oaxaca, and succeeded to the presidency in a time of crisis. His unlikely rise to political prominence in a country with a racial caste system was remarkable. As president he led Liberal Republicans to victory in the War of Reform (1858–1861) as well as in the War of the French Intervention (1862–1867). Juarez and his generals defeated reactionary Conservatives and recalcitrant Catholic bishops in 1858–1861 and defended the republican Constitution of 1857. His defense of the Republic against foreign invasion and the imposition of an Austrian archduke as Emperor of Mexico, from 1862 to 1867, gave Juárez his heroic, even cultic, stature during his lifetime.
Although he faced fierce critics and enemies during his lifetime and after his death, Liberal partisans—politicians, journalists, workers, and Juárez himself—created the hero cult and the myth of Juárez. He was hailed as the incorruptible champion of the law, the constitutional republic, and the Mexican nation against powerful Mexican and foreign enemies in life and, even more, in death. General Porfirio Díaz served the Juárez government in war, opposed it in peace, and in 1876–1877, four years after the death of Juárez, became president by means of rebellion and then election. The new president was also from Oaxaca and embraced the Juárez myth to unite the nation and, in time, to create his own myth as the culminating hero in the making of the modern Mexican nation. The apotheosis of Juárez was consecrated in significant commemorative monuments of marble and bronze during the Porfiriato (the age of Porfirio Díaz, 1876–1911).
By the first decade of the 20th century, the Juárez myth was more divisive than uniting. The scientific liberals (científicos) supporting the Díaz regime presented Juárista politics as the template for the Díaz dictatorship. A new generation of liberals believed Díaz had abandoned the constitutionalism of Juárez. The Mexican Revolution, led by these liberals, overthrew Díaz in 1911. Revolutionary governments continued the cult of Juárez. Public schools were given Juárez busts, and liberal textbooks introduced the Juárez myth to a new generation. Juárez, Mexico’s greatest symbol of the defense of national sovereignty was popularly and officially celebrated when US troops evacuated Veracruz (after several months of intervention) in November 1914. The same took place upon the expropriation of the foreign oil companies by the Mexican government in 1938. During the 20th century, and at the beginning of the 21st century, the cult of Juárez (the devoted attachment to Juarez) has remained steady. Professional historians and the popular cynicism of official history have undermined, to some extent, the official myth of Juárez (the idealization of Juárez by the state).
Communities of runaway slaves, more commonly known as “Maroon communities,” were created throughout the Americas. Enslaved people ran away from their owners all the time, often just for a few days, but some decided never to return to slavery and instead found permanent (or semi-permanent) refuge from the harsh life on the plantations in swamps, jungles, forests, and mountains. Sometimes in very small groups of less than ten people, but more usually in much larger numbers, maroon communities attempted to live independently, free from white interference. White responses to maroon communities varied over time and included military assaults and peace treaties.
Maria Ligia Coelho Prado
The imperial period in Brazil (1822–1889) is central to a better understanding of the particularities of Brazilian history in the broader context of Latin America. Independence in relation to the Iberian metropolis resulted not only in the institutional establishment of the various Latin American states, but also in the elaboration and construction of new identities aimed at legitimizing the nation. In this context, Brazil kept specificities in relation to the rest of the continent, especially by its imperial monarchist regime and by the maintenance of its slave system (until 1888), which was only paralleled in the southern United States and in the Caribbean regions. At the same time, the process of forming a Brazilian national identity in the 19th century was linked to multiple civic and religious, artistic, and cultural manifestations that outlined the great diversity of the country’s social and ethnic life. The writing of the homeland history, the celebrations, official or not, and the constitution of representative images of the new nation played a fundamental role in this process. In the same way, the arts, among which music, literature, and painting stood out, sought to reflect the multifaceted elements that formed Brazilian society. Among the many themes that emerged from this complex cultural framework, one can highlight the conception of a national identity based on the mixture of “three races” (indigenous, white, and black) whose stereotypes and preconceived images established the primary place of the “white” and the subordinate status of the other racial and ethnic groups. In addition to the canonical productions of the imperial literate elite, there is no way to discuss this period without showing the presence of popular groups, blacks, natives, and women, who, even occupying subaltern positions, acted in various ways through their cultural manifestations and festivities, producing their own narratives about the new nation that was forming.