David Carey Jr.
Dating from the earliest times in Latin America, alcohol has played a crucial social, economic, political, and cultural role. Often reserved for politico-religious leaders, alcohol was a conduit through which power flowed in many pre-contact indigenous societies; indigenous drinkways (production, commerce, and consumption habits) were associated with communal ritual events and social prestige. Introduced to the Americas by Europeans, distillation profoundly altered the potency of alcoholic drinks for people who were accustomed to fermentation. Even as the social and cultural practices of alcohol consumption changed over time, alcohol continued to have political and economic implications in the colonial and national periods in Latin America. Fearing that inebriation bred disorder and recognizing that moonshining undercut their own revenues, colonial and national governments alike sought to regulate, if not control, the production, sale, and consumption of alcohol. In nations as diverse as Mexico, Bolivia, Peru, and Guatemala, indigenous women came to play integral roles in the (oftentimes illicit) sale and production of alcohol. A cash nexus for moving labor and land and a crucial component of the economic system by which (often unscrupulous) labor brokers recruited workers, alcohol was a currency of local economies. As a commodity of local, national, and international significance, alcohol shaped the fate of nation-states.
People’s class, ethnic, race, and gender identities all played into their access to alcohol. Although a person’s choice of libation could define their position, some of the more fascinating histories of alcohol are punctuated with women and men who used alcohol to disrupt social conventions. Through the consumption of alcohol, rituals and ceremonies created and reconstituted community both within and across ethnic groups. Imbibing could also divide people. Even while they sipped their cognacs and brandies, elites portrayed indigenous people, the poor, and other marginalized people getting drunk on moonshine to discount and denigrate them. Often associated with (particularly violent) crime, alcohol was seen as a vice by many and excoriated during temperance movements. Yet defendants across Latin America took advantage of judicial systems that considered alcohol a mitigating circumstance in many crimes. As 20th-century evangelical sects that preached abstinence as the route to wealth and marital bliss grew to unprecedented numbers, traditional healers and biomedical practitioners continued to tout alcohol’s medicinal value. In short, alcohol was a marker of social position and cultural identity, a crucial component in community and state building, and a commodity around which different cultural traditions, healing practices, and policing policies developed and evolved.
On January 7, 1835 a group of landowners, artisans, soldiers, and peasants stormed Belém, the capital of the Amazon region. Now known as the Cabanagem, this rebellion occurred during a time of social upheaval in not just Pará but also Brazil. On that first day a prominent landowner, Felix Malcher, was released from prison and declared the new president by popular proclamation. The administration in Rio refused to recognize him, despite his statement of allegiance to the Empire of Brazil. Soon factions erupted, aligned with differences between the local elites and their poorer allies; Malcher and a subsequent president were killed. After battles with imperial forces the third rebel president, Eduardo Angelim, was adopted by a victorious crowd in August 1835. The capital reverted to imperial hands on May 13, 1836; however, the rebellion had not been quelled as the rest of the region became embroiled in conflict. As it developed, ethnic and class alliances changed, and the battles continued for four more years. While rebels gradually lost towns and fortified rural encampments, they were never defeated militarily. Organized attacks continued until a general amnesty was granted to all rebels by Emperor Pedro II in July 1840. The Cabanagem, which involved indigenous people, was a broad and fragile alliance composed of different interests with an international dimension. Radical liberal ideas brought together those living in rural and urban districts and appealed to long-standing animosities against distant control by outsiders, the inconsistent use of the law to protect all people, and compulsory labor regimes that took people away from their families and lands. Yet the regency administration feared the break-up of the newly independent Brazil. The violent pacification of the region was justified by portraying the movement as a race war, dominated by “people of color” incapable of ruling themselves.
Manuel Hernández González
The configuration of Canarian migration during the Conquest and colonization of the Spanish Caribbean was significantly influenced by its historic continuity, familial nature (with an elevated presence of women and children), dedication to agriculture, and contribution to the settlement of towns. This migration gave rise to quintessentially rural prototypes, such as the Cuban guajiro, linked to self-sustaining agriculture and tobacco; the Puerto Rican jíbaro, a coffee grower; and the Dominican montero or farmer from Cibao. All of these contributed a great many aspects of their speech, idiosyncrasies, and culture.
The migratory dynamic has evolved since the Conquest and includes such processes as Cuban tobacco colonization, the foundation of townships in Santo Domingo and Puerto Rico (in order to further analyze their adaptation to the economic boom of sugar plantations in Cuba and Puerto Rico), and the uprising of slaves in French Santo Domingo, as well as the cession of the Spanish portion of the island to this country in 1795. This event merits special focus, due to its great transcendence in terms of the signs of identity that emerged during the rebellion of the Canarian vegueros against the monopoly within the Havana context, and the defense of their configuration as a distinct people in San Carlos de Tenerife: processes that explain their response to 19th-century innovations in Cuba and Puerto Rico and to Dominican political avatars, as well as their attitudes toward criollismo and emancipation. Their singularities are reflected in the mass Cuban emigration that took place during the early decades of the 20th century.
The historical presence of Basque immigrants and their descendants in several Latin American countries from the age of colonialism to the present has led to the creation of a web of Basque diasporic communities whose members combine their political identity as citizens of their countries of residence and, in most cases, also of birth, with a cultural, ethnic identity as Basque Argentinians, Basque Uruguayans, Basque Mexicans and Basque Cubans, among others. For centuries the organization of these communities crystalized in the formation of a network of voluntary associations in which the preservation of Basque identity was usually linked to more practical aims such as mutual aid, leisure, and education.
Recent advances in the treatment of information, especially the benefits of digitization and the increasing use of the Internet as a tool for communication in all the spheres of human activity, have led to the appearance of initiatives to make this information available both to know and to research the past and present of these Basque diasporic communities, in the Americas and worldwide. These initiatives have been favored by the political evolution in the Basque homeland, with the retrieval of home rule and the creation of its own institutions of regional government, especially in the Spanish side of the Basque Country. Because of this, different websites are now available that provide researchers and general public with a gateway into deeper knowledge of how the Basque diaspora has evolved and what it is today.
First of all are the primary sources for reconstructing the history of the Basque diaspora in Latin America. The efforts have been focused on trying both to preserve the documentary heritage of collective endeavors of previous generations of Basques in the region, and to make this heritage as open as possible. This has led to the creation of several digital archives that hold and make available the papers of Basque clubs and associations (in the colonial age, as well as in the period after Latin American independence), the periodicals created by and for the communities of Basque immigrants, the views of others about these communities, and some personal archives to any interested person. Among these initiatives is the attempt to recover the memory of one of the latest forced migratory movements to hit the Basque Country: political exile after the Spanish Civil War.
The second type of resource is derived from the later attempts of some Basque diasporic communities to construct their own historical memory, using oral history as their principal tool. Most of the archives of oral sources created through these initiatives are available either on the Internet or in other publicly accessible ways.
Third, there are also websites whose aim is to provide the reader with first-hand, easily comprehensible articles on topics related to the Basque diaspora. Some of them deserve special comment because of the variety and richness of their contents.
Finally, the lack of specific online, digitalized libraries on the Basque diaspora is somehow compensated for by the emergence of new types of cultural constructs relating to the diaspora in audiovisual form that are also a good source for approaching the topic.
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.
More than 98 percent of the Brazilian population descend from people who arrived in the country, willingly or forced, during the last five centuries. French and Dutch Calvinists established colonies during the 1500s and 1600s. The Portuguese, including Jewish conversos, expelled these imperial rivals and, unlike in Portuguese India, managed to forge the Luso-Brazilian culture to which later arrivals would eventually assimilate. Close to four-tenths of the eleven million slaves trafficked across the Atlantic landed in Brazil, giving the country the largest Afro-descendant population in the world outside Nigeria. The large numbers, the traffic’s long temporal span, and the country’s close connection to Portuguese Africa infused Brazil with distinctively intense and varied African ethnic cultures that shaped both the slaves’ strategies of adaptation and resistance and the national ethos. Brazil also received over five million immigrants after its independence in 1822, most of them between the 1880s and the 1920s. Latin Europe accounted for four-fifths of the arrivals (1.8 million Portuguese, 1.5 million Italians, and 700,000 Spaniards). Others came from elsewhere in Europe and beyond, giving Brazil the largest population of Japanese descendants in the world outside Japan, the largest of Lebanese descendants outside Lebanon, and the second largest of German descendants outside Germany (after the United States). This engendered a strikingly multicultural society. Yet over a few generations, Brazil absorbed these new populations in a manner that resembles the experience of the rest of the New World. Economically, immigrants turned southern Brazil from a colonial backwater into the richest region of the country, but, in the process, they also brought racially embedded regional inequalities to the forefront.
The role that liberals and liberalism played from the beginning of the crisis hispánica of 1808 until the death of Simón Bolívar in 1830 can be separated for analytical purposes in two different strands: the Peninsular and the Spanish American. This is a distinction that should be adopted with care, because in the end it can be considered that we are dealing with a single liberalism, the liberalismo hispánico. However, different historical, political, and social realities on each side of the Atlantic gave this liberalism different connotations. At first, Peninsulars and Spanish Americans worked in the same direction and with the same objective (the rejection of the French king that Napoleon imposed in the throne of Spain), but soon they parted ways in a practical, though not necessarily in a theoretical sense, at least concerning liberalism. In any case, contrary to what Western historiography has repeated for a long time, liberalism was a major player in the mundo hispánico during the Age of Revolutions. In fact, the term “liberal” used to define a political group made its first appearance in the Cortes (parliament or congress) that gathered in the Spanish port of Cádiz from 1810 to 1814. Nevertheless, the revolutionary contents of liberalism had to confront sociopolitical histories and realities that forced it to adapt itself to the prevailing social circumstances and to make concessions to other currents of thought and practices that do not coincide with the “liberal model” that still has ascendancy in Western historiography. This model tends to ignore the historical liberalisms that have existed in Europe, America, and other parts of the world since the “liberals” made their appearance in Spain more than two hundred years ago and in the Hispanic case in particular fails to address its radical character when considered against the Spanish Ancien régime. The result in the case of the mundo hispánico was an original and revolutionary doctrine that during the second and third decades of the 19th century transformed Hispanic politics on both sides of the Atlantic. The fact that these transformations were not consolidated or in the Peninsular case did not last for long does not diminish their importance for political and intellectual history.
Salvador Rueda Smithers
As a monument and museum, Chapultepec Castle is today an emblem for Mexicans. It signified a double synthesis of memory: the building tells the history of the old Military College and the residence of Mexican rulers before the building became a museum. Its interior spaces, the objects of its collection, and the 20th-century murals recount and construct the shared history of Mexicans over the last 500 years.
Rediscovering the Aztecs and Mayas: Field Exploration, Archaeological Exhibits, and National Museums
Kevin M. Gosner
In the last decades of the 18th century, with the visit in 1784 of José Antonio Calderón to the Maya ruins at Palenque and the discovery in 1790 of the statue of Coatlicue and the Stone of the Sun in the central plaza of Mexico City, the study of ancient Mexico entered a new era. In the century that followed, teams of field surveyors, mapmakers, graphic artists, and artifact collectors worked across central and southern Mexico as well as in Guatemala. Some were commissioned by the Spanish Crown or later by national governments; many arrived from England, France, Germany, and eventually the United States. Early on they worked side by side with geologists, geographers, and field biologists as part of natural history expeditions, accumulating collections of artifacts that would be displayed in curiosity cabinets and early museums alongside trays of colorful butterflies and stuffed tropical birds. And then, as foreign travel books won popular audiences in Europe and the United States, and as international investors arrived in Mexico and Central America, archaeology also was taken up by enthusiastic amateurs looking to sell books, build private collections, or organize international trade fairs.
For serious students of ancient history, field exploration and advances in archaeological record-keeping transformed a body of research and scientific speculation that since the 16th century had been dominated by theologians, historians, and philologists, who studied Spanish chronicles and native language annals but paid scant attention to the remnants of material culture. In the process, Aztecs and Maya were rediscovered as historical subjects, their histories disconnected from that of contemporary Indian peasants and recast as rivals to the great civilizations of the Old World. Ruins of monumental architecture, recovered artifacts in sculptured stone or finely crafted metals, and ancient texts inscribed on wooden lintels and bark cloth were reclaimed as part of national patrimonies to be protected by new state agencies and displayed in modern museums. On January 20, 1911, the International School for American Archaeology and Ethnology formally opened in Mexico City, and this formative period in the archaeological study of ancient peoples ended. Manuel Gamio introduced the study of stratigraphy to fieldwork practices in Mexico and the discipline was transformed once again.
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.
The Swedish colony of Saint Barthélemy was not large enough to be able to support a plantation economy but managed to gain significant income through neutral trade during the turn of the 19th century. As merchants and mariners migrated to the island from across the Atlantic World and slaves were brought to the colony to work as manual laborers and household servants, Sweden introduced legal and political concepts from other European empires to manage their new colonial venture. The nationality of naturalized Swedish merchants was questioned, especially by the British, who frequently captured ships from St. Barthélemy. Still, St. Barthélemy periodically saw immense amounts of trade, especially in the period following the War of 1812. Yet as war between major Atlantic powers ceased after 1815, the economy of the island dwindled and it was returned to France in 1878. Research on this aspect of Swedish colonialism has been infrequent, yet new access to French colonial archives breathes new life into this seldom-discussed part of Caribbean history.
“Technology” is the practical expression of accumulated knowledge and expertise focused on how to mediate and manipulate the world. Scholars and contemporary observers of Mexico have long characterized production methods there as unchanging and lagging well behind the standard in the Atlantic world, but there are few systematic studies of technology in Mexican history, and especially for the critical 19th-century era of early modernization.
Mexico’s first half century of independence (c. 1820–1870) saw relatively little technological change. In spite of a number of sustained efforts to introduce the technologies—such as railroads, steam power, and iron manufacturing—that were transforming economic life and production in Great Britain and the United States, production methods in Mexico remained small scale and artisanal. Textile manufactures were a partial exception, as there were several dozen large-scale factories, powered by water turbines and occasionally by steam, that spun and wove thread. But the substantial obstacles to innovation discouraged or undermined most attempts.
The next forty or so years, however, could not have been more different (c. 1870s–1920). As political stability slowly settled over most of the country, investment in economic activities picked up, slowly at first, then more rapidly into the 1880s and beyond. Initially focused on railroad transport and mining, new investments from both Mexican and foreign entrepreneurs diversified into a wide range of manufacturing enterprises, commercial agriculture, and urban infrastructure and commerce. Tightly linked to the concurrent dramatic expansion of the Atlantic economy—the so-called second industrial revolution—this expansion pushed demand for new technologies of production and swept across the country, transforming production, productivity, and the working and consuming lives of Mexicans at nearly all levels of society. The result was substantial modernization, manifest as economic growth as well as social dislocation.
Individuals and firms proved able to adopt and commercialize a wide range of new production technologies during this period. This success was not matched, however, by substantial local assimilation of new technological knowledge and expertise, that is, by a process of technological learning. Until the 1870s, Mexican engineers, mechanics, and workers had scant opportunities to work with and learn from production technologies appearing in the Atlantic world. When new machines, tools, and processes swept across Mexico thereafter, adopting firms typically hired technical experts and skilled workers from abroad, given the scarcity of expertise at home. This became a self-reinforcing cycle, perpetuating dependence on imported machines and imported know-how well into the 20th century.