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Gender-Based Violence: Rethinking Social, Legal, and Healthcare Services in Jordan

November 1, 2019
By 25271

In Jordan, legal reforms have been promoted to achieve gender equality, which have led to improvements in female participation in education. However, there is still a big gap to achieving women’s empowerment in a practical sense, as cultural and religious norms encouraging gender inequality prevail in the society. The norms prevent women from social and political participation and even justify gender-based violence toward women. Dr. Tayseer Abu Odeh, a 2007 Sylff fellow at the University of Jordan, held a conference on July 16, 2019, at the University of Jordan to tackle the social issue by rethinking social, legal, and healthcare services. The conference was funded by Sylff Leadership Initiatives (SLI).

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Background and Objectives

It is my great pleasure to say that this conference was the first one organized in the Middle East by Sylff Leadership Initiatives, as one of the substantial and key conferences that seek to point to future directions in the field of gender studies and gender-based violence in Jordan. The conference is intended to address and examine the very implications of the term gender-based violence, which is defined in Guidelines for Integrating Gender-Based Violence Interventions in Humanitarian Actions (Inter Agency Standing Committee, 2015) as follows: “any harmful act that is perpetrated against a person’s will and that is based on socially ascribed (i.e. gender) differences between males and females. It includes acts that inflict physical, sexual or mental harm or suffering, threats of such acts, coercion, and other deprivations of liberty. These acts occur in public and in private.” With that in mind, this conference aims at addressing gender-based violence by assessing and rethinking social, legal, and healthcare services in Jordan.

The conference was held on July 16, 2019, at the University of Jordan.


According to a study conducted in 2015 and published in 2016 by United Nations Women titled “Strengthening the Jordanian Justice Sector’s Response to Cases of Violence against Women,” only 3% of victims of gender-based violence in Jordan seek official support from the police after being traumatized by any act of violence. Similarly, National Council for Family Affairs conducted an important report titled “Status of Violence against Women in Jordan” in 2008. It indicates that National Forensic Medicine Center in Jordan “deals with an average of 700 cases of sexual assault against women annually” and that “the number of murdered women recorded was 120 in 2006, including 18 cases classified as crimes of honor.” Ironically, the actual cases of physical and emotional abuse outnumber these statistics for many sociopolitical and cultural reasons. As a tribal and conservative society, many Jordanian families do not report these cases to protect their superego and collective image at the expense of the victim’s individual trauma.

 

The audience consisted of people from all walks of life.


Opening Remarks

Dr. Abeer Dababneh, director of the Center for Women’s Studies at the University of Jordan, opened the conference by stressing the significance of the event in raising the bar of social and gender consciousness in Jordan in terms of the available services offered by the three major sectors in Jordan: law, justice, and social development.

The president of the University of Jordan, Dr. Abdul-Karim Al Qudah, delivered a speech on how the University of Jordan plays a crucial role in empowering women and giving them a space for sociopolitical representation. He argued that the university is meant to be a feminist and intellectual hub for women’s equality, justice, and creativity, where many female students and teachers have a local and global reach and outshine their counterparts in every field of knowledge.

Moreover, Justice Minister Bassam Talhouni placed an emphasis on the significant role being played by the Ministry of Justice to fight a number of structural obstacles that confine and hinder gender equality. Although Jordan has witnessed some degree of local progress on gender issues, gender-based violence in Jordan is still a serious issue that should be resisted by national institutions at all levels.

Opening remarks.


Conference

The conference held on July 16, 2019, at the University of Jordan sought to develop and implement a more dynamic and practical strategy and method to protect Jordanian survivors who have been repeatedly traumatized by gender-based violence. Accordingly, the conference consisted of four panels:
Panel 1. Legal and Justice Services in Jordan
Panel 2. The Role of National, International, and Civil Society in Jordan
Panel 3. Gender-Based Violence in the Healthcare Sector
Panel 4. Gender-Based Violence in the Social Development Sector

In the first panel, all panelists stressed the way in which the sociocultural and legal contexts impact the whole process of gender-based prosecution in Jordan. The panelists also addressed how the Family Protection Program and other government institutions facilitate legal services for gender-based violence survivors. Meanwhile, they also underscored the limitations of these institutions and how such limitations should be treated locally.

The second panel was premised on the role of national, international, and civil society in Jordan. The panelists highlighted the significant role played by the National Council for Family Affairs and other government and nongovernment institutions vis-à-vis the multiple family protection projects in Jordan. They also emphasized the urgent need to revise the legal system and the alternative ways that this could be carried out to strengthen cooperation between these institutions toward fighting gender-based-violence in Jordan. In a similar vein, the third panel examined the multiple healthcare services offered by the Ministry of Health for victimized women in Jordan. Furthermore, the panelists concretely addressed the cultural and institutional flaws that hinder the process of fighting violence against women in Jordan. The panelists of the last session attempted to explore the way in which the social development sector engages in several rehabilitative counseling programs by training legal employees who are in charge of gender-based violence cases in Jordan. The panelists shed light on the psychological and professional competence of public employees.

 

The second panel, “The Role of National, International, and Civil Society in Jordan Legal and Justice Services in Jordan.”


Open Discussion

Each panel had an open discussion, in which many members of the audience gave compelling and engaging questions and remarks on gender-based violence in Jordan. For instance, an Egyptian activist attempted to challenge the dominant cultural paradigms of gender duties and roles that have been dogmatized and maintained by religion, government, and culture in Jordan. Another graduate student of gender studies was curious to understand the cultural and institutional circumstances that have shaped gender trouble in Jordan. Dr. Tayseer Abu Odeh, the organizer of the conference, responded to this question by arguing that gender trouble emanates from the cultural and social dogma of stereotypes and some religious misinterpretations that deem gender roles as being fixed and unchangeable. Thus, these dogmatic gender roles should be dismantled and challenged by reforming educational pedagogy, incorporating the most up-to-date research findings on gender studies into educational curricula in terms of the cultural and political context of gender-based violence in Jordan, gender equality, and statistical cases.


Final Recommendations Suggested by Participants

The participants agreed on a set of feasible and compelling recommendations that meet the most pressing issues of gender-based violence in Jordan. The media, for instance, should play a crucial role in sustaining and disseminating a profound discourse that offers a counternarrative to gender-based violence that should include updated statistics on all acts of gender-based violence in Jordan, hosting influential feminists to discuss major issues of gender-based violence, and evaluating the kinds of services offered by the three sectors of healthcare, justice and police, and social development. Similarly, the Ministry of Higher Education should be obliged to incorporate a new course on gender-based violence through which university students will be exposed to a wealth of legal, cultural, and epistemological knowledge on gender-based violence in Jordan regarding the discursive quantitative and qualitative circumstances that motivate any act of violence against women in Jordan. Moreover, the panelists stressed the significance of creating a professional national monitoring system through which the risk of gender-based violence in Jordan could be identified and assessed. Several panelists suggested a vibrant institutional and legal collaboration among all government and nongovernmental organizations that are in charge of survivors and victimizers of gender-based violence.

Dr. Tayseer Abu Odeh also stressed the importance of establishing a research database that would function as a professional research platform encompassing all reports, documents, and stories that address and document gender-based violence and assess national services in Jordan. A number of panelists argued that founding a national counseling office for gender-based violence at all universities should be a national priority. Drawing on the agenda of this conference, some of the scholars recommended outlining and endorsing a national manifesto agreed upon by all governmental and nongovernmental institutions that are in charge of fighting gender-based violence in Jordan. It would be a national and academic manifesto that legislates and outlines the national and humanitarian roles, duties, authorities, and agendas among various national partners that are concerned with gender-based violence.


Conclusion

It has been noticed that the vision of gender-based violence held by the government and bureaucracy in Jordan is somewhat limited and dogmatic. Several participants standing for government institutions were obsessed with a discourse of denial in which their findings seemed to underestimate the serious risk of gender-based violence in Jordan. Conversely, independent scholars and gender activists and leaders expressed an opposing view that challenges the one suggested by government representatives. With that in mind, a number of panelists suggested putting forward and organizing another forum in the near future that would reexamine gender-based violence in Jordan from a radical sociopolitical perspective. Drawing on Lila Abu-Lughod’s feminist paradigm, our anticipated conference would be mainly premised on the intersections between globalism, gender politics, and the political economy.

The conference caught the attention of many international and national feminists, scholars, lawyers, activists, senators, officials, policy makers, and academics. It also drew considerable interest from the media in Jordan. The conference was covered by the most influential and popular Jordanian media outlets that include, but are not limited to, the Jordan Times, Petra News Agency, Alrai, Addustour, Alghad, and the University of Jordan’s website. All media reports released on the conference noted the significance of the conference in fighting all forms of gender-based violence in Jordan.

Taking the major proceedings and recommendations of the conference into account, I would argue that gender-based violence in Jordan is still a serious sociopolitical and cultural problem that should be faced and resisted by all levels of the private and public sectors. In a nutshell, there should be a substantial strategic collaboration between all government and nongovernmental institutions. With that in mind, in my capacity as a Jordanian writer, activist, and intellectual, I am determined to keep fighting this crisis in every possible way and exert tremendous efforts to raise cultural and social consciousness about gender-based violence in Jordan. 

 

Dr. Tayseer Abu Odeh, an organizer of the conference.


References

“Strengthening the Jordanian Justice Sector’s Response to Cases of Violence against Women,” United Nations Women, 2016.


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Detailed arguments made in the panels are summarized below.

Panel 1: Legal and Justice Services in Jordan

The first panel of the conference was titled “Legal and Justice Services in Jordan.” Asma Khader, a leading human rights lawyer and former minister of culture, addressed the way in which gender-based prosecution is carried out in Jordan. Khader shed light on the social, cultural, and legal contexts of juridical prosecution in Jordan. Khader argued that many prosecutors who are in charge of gender-based violence cases and the implementation of the legal system lack sufficient legal, sociopolitical, and cultural literacy and professional training.

The second speaker, Reem Abu Hassan, a leading human rights lawyer and former minister of social development, discussed gender violence from a legal perspective. Drawing on her perspective, Abu Hassan also contended that cultural and social stereotypes are considered to be one of the most pressing issues that have shaped the various structures of gender trouble in Jordan.

The third speaker of this panel was Fakhri al Qatarneh, director of the Family Protection Program. Qatarneh examined the role of the program in facilitating the multiple services that are offered for gender-based violence survivors in Jordan. Unlike Khader and Abu Hassan, Qatarneh argued that the increasing number of complaints that have been recently reported to the Family Protection Program is an indicator of people’s awareness of gender-based violence in Jordan. Qatarneh’s argument sounded somewhat contradictory, as it confirmed an ideological discourse of denial that has been sustained by government officials whenever they address gender-based violence in Jordan.

Panel 2: The Role of National, International, and Civil Society in Jordan

The second panel addressed the role of national, international, and civil society in reinforcing sufficient and effective services that have to do with gender-based violence in Jordan. The first speaker was Yara Al Deer, a researcher at the Arab State Regional Office of the United Nations Population Fund. Al Deer pointed out that national and local institutions of healthcare, justice, and social development sectors should collaborate and cooperate more effectively to implement a range of feasible procedures of social, psychological, and legal support for survivors.

The second speaker, Dr. Mohammad Fakhri Meqdady, secretary general of the National Council for Family Affairs in Amman, highlighted the role of the NCFA in fighting gender-based violence in Jordan in light of various social and political transformations. Meqdady noted that a family protection project was initiated to protect a large number of survivors in Jordan. He also stressed the importance of collaboration among government and nongovernmental institutions that fight gender-based violence in Jordan from statistical, procedural, and legal perspectives.

Dr. Salma Nims was the third speaker of this panel. She is secretary general of the Jordanian National Commission for Women in Jordan. She addressed the dynamic and vital way in which the political and social roles of the Jordanian National Commission for Women are played. According to Al Nims, the commission is in charge of the following responsibilities: ensuring a convenient and applicable environment, revising the legal system, opening up a powerful and face-to-face dialogue with the government, building up an effective dialogue with the civil society in order to agree on specific legal amendments and revisions, and enforcing an active form of cooperation among all government and nongovernmental institutions to fight gender violence in Jordan. Such a dynamic role, however, is diminishing due to lack of institutionalism and bureaucracy.  

Dr. Ibrhim Aqil, director of the Noor Al Hussein Center for Family Health Care, was the last speaker of this panel. Aqil explored how civil society can imagine and offer alternative and feasible services for survivors of gender-based violence in Jordan. Aqil juxtaposed the interplay between data of gender-based violence, getting access to these data, and the right to get adequate and efficient services. He also placed an emphasis on the indispensable nature of multiple services that should be offered for survivors. These services include protective, educational, legal, administrative, social, and psychological procedures.

Panel 3: Gender-Based Violence in the Healthcare Sector

The third panel was titled “Gender-Based Violence in the Healthcare Sector.” Dr. Malak Al Ouri, director of Women’s Healthcare in the Ministry of Health, examined the role of the Ministry of Health in the reinforcement of health services for traumatized women in Jordan. Al Ouri discussed how the family violence department plays a vital role in handling gender-based violence issues in Jordan. In addition, a number of professional committees have been initiated by the ministry to follow up on all cases of gender violence in Jordan and make sure that each case is reported and documented immediately and rigorously. However, there is a built-in flaw in the institutionalized and scholarly documentation of such kind of cases arising from governmental bureaucracy, cultural stigmatization, and lack of cooperation between government and nongovernmental institutions regarding gender-based violence.

Dr. Maha Darwish, an expert on gender-based violence with the United States Agency for International Development, also addressed alternative and feasible services to rehabilitate gender-based victimizers from a psychosocial perspective. Darwish suggested psychological procedures to rehabilitate victimizers and ensure a professional training program designated by the Ministry of Health and other local institutions. 

Panel 4: Gender-Based Violence in the Social Development Sector

Panel four was concerned with gender-based violence in the social development sector. Amer Hiasat, director of the Social Development Program in Amman, discussed the multiple ways in which social protection for gender-based victims is maintained and carried out by the Ministry of Social Development. Hiasat asserted that the ministry has a crucial role in offering beneficial services for survivors of gender-based violence in Jordan. Nevertheless, this role is still flawed due to multiple bureaucratic and institutional inconsistencies.

Meanwhile, Eva Abu Halawa, director of Mizan Organization for Women’s Rights, put forward a number of suggested methods that civil society should use to protect survivors of gender-based violence. She contended that raising gender consciousness among people is a national priority that should be taken into account in fighting gender-based violence in Jordan. She also suggested creating more specialized counseling departments for training legal prosecutors and employees who handle cases of gender-based violence.

The last speaker of this panel was Dr. Amal Al Awawdeh, a professor of gender studies at the Center for Women’s Studies, University of Jordan. She interrogated the professional and technical competence of government social specialists who are in charge of handling gender-based violence in Jordan. Her findings are premised on the lack of effective professionalism among government social specialists and how such a flaw impacts social and counseling intervention and protective programs that have been employed by the Ministry of Social Development.

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Toward an International Academic Career

April 23, 2019
By 19642

Mihoko Sakurai, Sylff fellow at Keio University’s Shonan Fujisawa Campus in 2013, is currently a senior research fellow and associate professor at the Center for Global Communications (GLOCOM) of the International University of Japan. She is dedicated to helping build a more sustainable society through her research on resilient information systems. While receiving a Sylff fellowship at Keio University, she applied for and received an SRA award to study abroad at the University of Georgia in the United States. This experience strengthened her desire to pursue a research career from an international perspective. This is the story about her international academic career started from the SRA award. 

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My Journey from the United States to Norway

Several months after living in Athens, Georgia (United States), for around six months in total, during which my living expenses were partially covered by the Sylff Research Abroad (SRA) program, I finished writing my doctoral dissertation. I received a PhD in 2015 from the Graduate School of Media and Governance, Keio University.

Mihoko, left, and Rick.

My experience in the United States eventually took me on a wonderful journey. In summer 2014, I was at the University of Georgia (UGA) having a chat with my supervisor, Professor Richard T. Watson (Rick), on the way back to the office from his lecture. In the morning of the same day, he told me about a job opening at the University of Agder (UiA) in Norway. The university was offering a postdoctoral research fellow position in the area of information systems and disaster management. The description of the position fit well with my background, and Rick knew people well in that university.

The journey to the United States had already been something big to me, since it was my first time staying abroad for an extended period. I had not thought about working abroad after my stay at UGA. At the same time, however, my eyes had gradually opened during those months. I found that a university is a very international place, something that I did not feel much when I was at Keio. My curiosity was expanding. I started dreaming of having more international experiences at the beginning of my academic career. I decided to apply for the position.

City of Kristiansand, Norway.

One year later, in summer 2015, I flew to Kristiansand, a beautiful town in southern Norway. I was given a two-year position at UiA, where I ultimately worked for three years. It was indeed a wonderful and exceptional journey.

There are only a few so-called universities in Norway. On the other hand, there are many institutions called university colleges. The merger of university colleges was advanced as a national policy over the past decade plus, and UiA was founded by merging several regional university colleges in 2007. UiA has about 10,000 students and about 1,000 people working as academic and administrative staff. There are six faculties, and I belonged to the Department of Information Systems of the Faculty of Social Sciences. The department employed around 20 people, including PhD students; a PhD student is a paid job in Norway, which is an extremely good environment compared to the Japanese context.

 

The Research Environment in Norway

Universities in Norway are differentiated from university colleges in that they have PhD courses and focus on international-level research. The Research Council of Norway releases annual rankings of academic conferences and journals. Each publication is scored in these rankings, and each department reports the points earned by its academic staff to the university every year. These results indirectly affect budget allocations within the university. Individual research funding can be obtained according to the points. I was surprised to learn that Norwegian universities organize research activities in such a systematic way. Each department has research groups and collaborates not only with internal researchers but also quite actively with external researchers.

Members of the EU project and staff of the Kristiansand city office.

In my case, my research activities were based on a large-scale research project funded by the European Commission, a multinational version of Japan’s Grants-in-Aid for Scientific Research (KAKENHI). The project was called Smart Mature Resilience, or SMR for short. It received a total of 4.6 million euros in funding over three years. The participants comprised four universities, seven local governments, and two nonprofit organizations from eight countries in the European Union. The competition was intense, as only 10 percent of proposals were accepted. I was fortunate to join the project.

The project was very ambitious, having as its main aim the creation of universal knowledge by people from different countries based on research activities. Collaboration with practitioners was strongly encouraged. Even within Europe, there are diverse historical and cultural backgrounds, and different customs mean different languages. I found that it was not easy to have a common awareness. While meetings were regularly held by web conference, there were opportunities for project members to gather once every few months in consortium member countries: Spain, Norway, Britain, Sween, Germany, Latvia, Italy, and Denmark. The budget for travel expenses was huge, which I understand is one of the project’s uniqueness, enhancing collaboration between people of different backgrounds. From an efficiency point of view, it may be better to focus only on domestic projects, as this would make it easier to create a common understanding of the subject. But international projects have special benefits not found in domestic projects, and all things were priceless experiences for me.

There is another collaboration network called the European Research Center for Information Systems (ERCIS). Twenty-two countries from all continents, including Australia and the United States, participate in the inter-university network on information systems research. Only one university can participate from each country, and UiA represents Norway. A workshop is held once a year, and this network provides a platform to generate proposals for research funding including EU projects.

Resilience Research in Europe

After moving to Norway, I continued writing papers with Rick. Our aim is to elaborate the notion of resilience under the context of disaster and information systems. We used the concept of capital, which Rick has been studying for many years, as an analysis lens in revealing how information systems and their surroundings (including people) recovered after the Great East Japan Earthquake of March 2011. For my dissertation, I proposed a framework for “Frugal Information Systems” as a means of achieving a resilient society. In the capital paper, we submitted practical insights on how to make information systems more frugal and resilient. We used different types of capital in this context: economic, human, social, organizational, and symbolic. Our initial idea was presented in the International Hawaii Conference on System Sciences (HICSS) in 2016 and awarded as the best paper under the digital government research track. The paper reports three cases from the field survey on the earthquake and shows how each capital interacted with the others and formed a recovery process after the devastating earthquake and tsunami. We are currently elaborating this paper and trying to submit it to the top-tier journal in the information systems research domain.

While working on the earthquake, I had been involved in a large-scale EU research project called SMR, as discussed above. The overall purpose was to develop, test, and demonstrate a pilot version of the European Resilience[1] Management Guideline. The guideline comprises five tools to promote city resilience: the Resilience Maturity Model, Risk Systemicity Questionnaire, Resilience Building Policies, City Resilience Dynamics Model, and Resilience Information Portal. Each tool can guide cities to achieve high-level resilience maturity in different ways. I was mainly involved in the development of the Resilience Information Portal. The portal aims to create a collaborative environment among key partners (first responders and citizens) in resilience building activities. We developed the prototype of the portal and a standardization document that can be used by non-project members in creating such a portal. After a three-year project period, three series of standardization documents were developed. Five tools are available online.

 

Looking Back on My Output in the Past Three Years

During my three years in Norway, I produced two journal publications and eleven conference papers. It was indeed a very productive period. I may have worked too much. I also had the opportunity to co-teach three courses and offer several guest lectures to Norwegian students, which gave me great teaching experiences. I met wonderful people from all over the world through international conferences, the SMR project, and a researchers’ network centered around UiA. I am grateful for the environment and know this is not something that is available to everyone who wants it.

I hope that my story about this journey that began in the United States can give insights to those who aspire to develop an international career. I felt strong anxiety in my first year in Norway, but a colleague of mine encouraged me by saying, “Take it easy, have fun!” I always remember this comment when I feel any fear.

As a concluding remark, I would like to thank the Sylff Association for supporting me in my journey toward a wonderful academic career.

University of Agder

 

 

[1] The ability of a system, community, or society exposed to hazards to resist, absorb, accommodate to, and recover from the effects of a hazard in a timely and efficient manner, including through the preservation and restoration of its essential basic structures and functions. (2009 UNISDR Terminology on Disaster Risk Reduction)

 

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Rural Restructuring in the Visegrad Group after the Political and Economic Transition

March 30, 2018
By 24143

Specializing in rural geography and socioeconomic modeling, József Lennert, a 2017 Sylff fellow at the Hungarian Academy of Sciences, shares highlights of his doctoral dissertation concerning the process and trends of counterurbanization after the fall of socialism in the Visegrad countries: Hungary, Poland, the Czech Republic, and Slovakia. Lennert made a comparison with the experiences of Western countries as well as among those of the four Visegrad countries, which pose both similar and distinctive aspects.

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Introduction

Thanks to the long-lasting influence of the romanticized Anglo-Saxon narrative of rural idyll, rural areas are still often perceived as stagnant, untouched by modernity, and resistant to any change. However, this is far from the truth: change never avoided rural areas, its rate simply varied during the course of history. From the 1970s a fast-paced rural transformation process started in the first world, bringing about fundamental changes in many aspects of rurality. These intertwining change processes are often summarized with the umbrella term “rural restructuring.”

Some of these changes included shifts in migration processes. Before rural restructuring, rural areas had been suffering for a long time from rural out-migration (with the exception of some settlements in the vicinity of an urban center, which were affected by suburbanization). Around the 1970s, a new migration trend called counterurbanization appeared in many first-world countries. Counterurbanization meant the (partial) reverse of previous trends, and migration surpluses appeared even in some previously depopulating remote rural areas. One of the driving forces of these new migratory movements was the increasing appreciation of natural and cultural amenities of rural areas—amenity migration. Rural restructuring also had an impact on land use. Instead of a landscape dominated by monocultural, productivist agriculture, a more diverse, multifunctional countryside is now preferred. These changes also opened up new future prospects and development possibilities for many previously neglected rural areas.

While the first world underwent rural restructuring, political and economic transition brought different changes and challenges to rural areas of the former socialist bloc. Realizing this, I set the main goals of my research as follows:

  • to analyze the transformation of rural areas of the Visegrad Group after the political and economic transition;
  • to distinguish those processes similar to Western rural restructuring from those processes derived from the political and economic transition;
  • to identify the similarities and differences between the four countries and explore the role of historical backgrounds;
  • to map the spatial structure of rural areas in the light of the aforementioned processes; and
  • to determine whether the development policies in place are capable of addressing the ongoing transformation processes and territorial differences.

To achieve these aims, I conducted my research in the following manner:

  • I analyzed trends in migration processes and changes in land cover in the Visegrad Group after the political and economic transition;
  • I created a typology of the rural areas of the Visegrad Group; and
  • through a case study, I examined how the allocation of European Union funds varied between different types of settlements.

In the following sections, I would like to share some of the most important findings of this research.

Material and Methods

Figure 1. Urban areas, commutable rural areas, and remote rural areas of the Visegrad Group. Own elaboration.

To examine the processes at the lowest possible level, I conducted my analysis in the spatial level of local administrative units (LAU 2). While my units of analysis are not completely analogous with the municipalities and settlements of the four countries, I will refer to them as such for the sake of a more straightforward discussion.

To achieve the goals stated above, I used a two-step delimitation method. I considered all units of analysis with less than 5,000 inhabitants, as well as those municipalities that have higher populations but do not possess city rights, to be rural (regardless of administrative status). Based on the Western experiences of rural restructuring, I made a further distinction between commutable rural and remote rural areas. I defined remote rural areas as rural areas that require 45 minutes or more of driving to reach the nearest city with at least 50,000 inhabitants; the remaining rural settlements are considered commutable rural (Figure 1).

According to this definition, even though most units of analysis can be considered rural, only 28.9%  of the population of the Visegrad Group lives in commutable rural areas and another 11.5% in remote rural areas. Among the Visegrad countries, Slovakia was characterized with the highest and Hungary with the lowest share of rural residents.

For the purposes of analyzing migration trends, I used data from the statistical offices of the four countries: Központi Statisztikai Hivatal (KSH) in Hungary, Główny Urząd Statystyczny (GUS) in Poland, Český Statistický Úřad (ČSÚ) in the Czech Republic, and Štatistický úrad (ŠÚ) in Slovakia.

Figure 2. The typology of the selected rural settlements. Own elaboration.

The Corine Land Cover database was used to analyze land cover changes of the Visegrad Group. From the original 44 land cover categories, I created 8 aggregated categories: artificial surfaces, arable land, vineyards and fruit cultivations, grasslands, heterogeneous agricultural areas, forests, wetlands and other natural areas, and water bodies.

To analyze the allocation of funds from the European Union, I used Hungary as a case study. I randomly selected 50 commutable rural and 50 remote rural municipalities. Based on the results of the previous analysis, I classified them into groups with distinguishable migration and land use characteristics. I also took into account the state of the built environment, which is a good indicator of ongoing social changes (Figure 2). Finally, I analyzed EU-supported projects from the 2007–2013 programming period for the selected 100 municipalities.

Results

Figure 3. Rural migration trends in the Visegrad Group after the political and economic transition. Own elaboration based on data from KSH, GUS, ČSÚ, and ŠÚ.

 

The results indicate that the transition brought about drastic changes in the rural migration trends of the Visegrad Group. While rural out-migration dominated in the decades of state socialism, after 1990 the rural areas can be characterized with an increasingly positive balance (Figure 3). However, this surplus was mostly limited to the commutable rural areas. These results indicate the widespread emergence of suburbanization: the concentration of the population in suburban settlements around the central city of an urban agglomeration (Figure 4). Whereas in Western Europe and North America this process had already begun to take wings in the early twentieth century, it was restrained to a great extent in the centrally planned economies until the transition. After the fall of socialism, however, the former constraints lifted, and a rapid urban sprawl took place. This partially controlled process also had an impact on land cover change.

Figure 4. Rural migration trends in the Visegrad Group at the municipality level. Own elaboration based on data from KSH, GUS, ČSÚ, and ŠÚ.

 

Counterurbanization had a central role in the rural turnaround of the first world, but the appearance of this process in the research region is limited to a few destinations. Rural depopulation still persists in a large part of the remote rural areas of the Visegrad Group. Also, some remote rural locations became migration destinations for the socioeconomically disadvantaged. This unfavorable process is driven by economic necessities: those who are excluded from the work market are sometimes left with only one solution—to sell their former residence for a less valuable location and use up the difference for day-to-day expenses. Ultimately, this movement reduces their chances of reintegration into the labor market and leads to their further deprivation.

Figure 5. Land cover change trends in the Visegrad Group between 1990 and 2012. Own elaboration based on Corine Land Cover data.

 

The increase of artificial surfaces and forests and the decrease of arable land were already present during the decades of state socialism, and the results of the analysis show that the political and economic transition did not alter these long-term trends in land cover change (Figure 5). After the political and economic transition, however, the loosely controlled urban sprawl led to more chaotic expansion of artificial surfaces than in previous decades.

While some general trends are common for each country, we can still observe significant differences in the rate of change and in the spatial patterns. For example, despite the general shrinkage in the acreage of arable land, we can still identify areas of increase in the eastern regions of Poland (Figure 6). In these areas small-scale family farming persisted during the socialist era. The relatively low unemployment of these regions indicates that many former industrial workers returned to subsistence farming. This safety net function explains why market-controlled land abandonment did not reach the region.

Figure 6. Changes in the area of arable land between 1990 and 2012. Own elaboration based on Corine Land Cover data.

 

The significant transformation from arable land to grassland in the Czech peripheries stands in stark contrast to the trends in Eastern Poland. Behind this, we can once again find region-specific reasons. This area was inhabited by Sudeten Germans since the Middle Ages, but after World War II the Czechoslovak government expelled the vast majority of them. This event was shortly followed by the reorganization of agricultural land into state farms and cooperatives, thus preventing the new residents from forming emotional ties with their land before the socialist transformation of agriculture. After the restitution, this lack of attachment led to land abandonment in the changing market environment, where farming was no longer profitable.

These two examples reveal that in regions with divergent socioeconomic and historical backgrounds, even similar challenges can induce radically different changes, leading to further differences in the socioeconomic circumstances of the localities.

The results discussed above pose the question of whether the allocation of EU funds takes into account the differences between rural communities. In order to close the development gap, disadvantaged settlements should be favored, and the implemented projects should reflect the unique needs of these settlements. Fund allocation in the 100 municipalities selected for the case study shows us a mixed picture. Generally, the per capita fund allocation favors the disadvantaged (e.g., remote rural) municipalities. However, the combination of several socioeconomic challenges (e.g., small population coupled with rural out-migration) can lead to insufficient human capital and completely prevent the absorption of the EU funds.

Moreover, disadvantaged settlements that receive a sufficient amount of resources may nonetheless not use them in the most efficient way. In socially and economically balanced settlements, a significant percentage of the resources are spent on increasing the competitiveness of local business. But this is not true for the disadvantaged settlements; there the emphasis is shifted to investments in settlement infrastructure and local services. While these are important aims, without a more dynamic local economy, there is little to stop the decline and decay of these settlements.

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Internet Policymaking and the Case of Brazil’s Marco Civil

March 7, 2016
By 19622

Guy Hoskins, a Sylff fellow at York University, traveled to Brazil to study the implications of a new civil law on Internet freedoms with huge implications for privacy, freedom of expression, and network neutrality for Internet users around the world.

* * *

When the revelations made by former US government contractor Edward Snowden emerged regarding his country’s practice of dragnet surveillance of global digital communications, the repercussions were manifold. Some of the consequences, such as diplomatic tensions and a heightened public awareness of data privacy issues, could have been foreseen. Others, however, were much less predictable. One such outlier was the passing into law in Brazil of a bill called the Marco Civil da Internet (the Civil Framework for the Internet) enshrining a substantive set of civil rights for the country’s more than 100 million Internet users, built upon the three pillars of privacy, freedom of expression, and network neutrality. Having been subject to abandoned votes on 29 separate occasions in the country’s lower chamber, the success of this partially crowdsourced, multi-stakeholder policy document was far from assured. The public and executive outrage generated by news of the National Security Agency’s practice of intercepting sensitive Brazilian communications proved to be the tipping point. President Dilma Rousseff signed the bill into law on April 24, 2014.1

Within a global media environment marked by almost daily stories of government infiltration of digital communications, threats against the neutrality of the Internet by telecommunications companies seeking to impose a tiered system, and state and corporate suffocation of freedom of expression online, it is little wonder that a bill of online civil rights in one of the most populous countries on earth should attract the interest of the world. That story, at least for English-speaking audiences, has yet to be fully told. It is the purpose of my doctoral dissertation to address that shortfall. By undertaking a detailed analysis of the development of this world-first bill of rights for Internet users, my hope is that a viable framework can be developed for other countries to follow and to safeguard an Internet legislated according to civic logic. It is not enough to hold aloft the bill itself and point only to the provisions contained therein. In isolation they cannot provide a cogent and replicable model for the rest of the world if the means of their resolution are not properly chronicled and understood.

With an undergraduate degree in Latin American studies, fluency in Portuguese, and experience living and working in the region, I had always attempted to integrate developments in Latin America into my graduate research in communication studies. So when I first read reports about the Marco Civil at the outset of my doctoral studies, it was immediately clear that this would make an excellent object of study. I first traveled to Brazil in March 2014 on a preliminary fact-finding mission while the Marco Civil was still in development. I had the immense good fortune not only to establish a network of contacts among civil society organizations that were promoting the bill but also to be granted access to the Brazilian Congress on the evening of March 25, 2014, to bear witness to the historic successful vote.

Buoyed by these experiences, and with financial assistance from SRA, I planned a period of formal field research in Brazil to coincide with the one-year anniversary of that first vote in March 2015. My primary objective was to interview some of the main protagonists who had participated in the open contribution phase of the bill’s development initiated by the Ministry of Justice. These people represented some of the major stakeholders in the Brazilian Internet, including telecommunications corporations, government bureaucrats, members of Congress, civil society leaders, traditional media companies, and web service companies. In gathering firsthand testimony from these individuals, I sought to discover how different groups of social actors were guided by particular logics with regard to the future direction of the Internet—profit, state security, surveillance, civic engagement, innovation, etc.—and how these were tied to the social values of privacy, freedom of expression, and economic freedom that ultimately form the technical and legal operating environment of a national Internet.

Network neutrality has received much media and public attention in recent months as the subject of major regulatory decisions in the United States, India, and the European Union, as well as of course in Brazil. It was fascinating to observe how what might appear at first glance to be a rather arcane technical premise—that all the data that flows on the Internet must be treated equally without any attempt by network administrators to allow data from certain sources to travel faster than any other—was articulated and interpreted by the different stakeholders in the Marco Civil case.

Traditional media companies, dominated in Brazil by the ubiquitous Globo Group, saw net neutrality as a means to ensure mass access to their commercial content. Web companies interpreted it as a safeguard for innovative new online services. Telecommunications companies opposed it on the grounds that it would stifle the potential for new business models. Civil society organizations generally viewed the legislation as essential to both consumers’ rights to digital services and citizens’ rights to freedom of knowledge. Identifying and charting these diverse interpretations of one element of the technical architecture of the Internet can allow us to better understand why these details are so fiercely contested and to appreciate the deeply social process that underpins these apparently neutral technological considerations.

Another essential facet of the Marco Civil process that I was able to appreciate much better after speaking with my interviewees was the way in which the object of the policymaking process—the Internet itself—had influenced how the various groups were able to “operationalize” their agendas or logics. The Brazilian government’s use of an online consultation forum opened the bill to large-scale public scrutiny and input. This made the legislative project much more democratically legitimate—a fact that helped considerably to overcome partisan opposition in Congress. Civil society groups took advantage of the same mechanism to raise public awareness of the substantive issues under discussion while the telecommunications companies, with no little irony, were the group most disadvantaged by the transparency and ready coalition-building facilitated by the Internet and continued to pursue their traditional tactics of backroom lobbying rather than exposing rational arguments to the oxygen of (online) publicity.

I am now in the early phases of data analysis as I translate, transcribe, and codify the hours of interview footage I gathered during my fieldwork in Brazil. As I work, I seek the insights that will allow me to portray as accurately as possible how, in spite of a concentration of forces applying logics of profit and control online, “another Internet is possible” (Franklin, 20132)—one premised on safeguarding freedom of expression, data privacy, and network neutrality.

1http://www.newscientist.com/article/dn25467-brazils-internet-gets-groundbreaking-bill-of-rights.html
2Franklin, M.I. (2013) Digital Dilemmas: Power, Resistance and the Internet, Oxford: Oxford University Press.

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A Disaster-Resilient, “Frugal” Information System

September 26, 2014
By 19642

In March 2011, the Tohoku region of Japan suffered the worst earthquake and tsunami disaster to ever hit the country. Hampering rescue and relief activities in the immediate aftermath of the quake was the serious damage to the communications infrastructure. How can an information system be built that is more resilient to major disasters? Mihoko Sakurai, a Sylff fellow at Keio University, believes that the key to such a system is “frugality.”

* * *

The Arch, the university’s academic symbol.

The Arch, the university’s academic symbol.

My current research on disaster-resilient information systems (IS) was prompted by the March 11, 2011, earthquake in northern Japan—the largest quake the country ever experienced. The Great East Japan Earthquake measured 9.0 on the Richter scale, making it one of the most powerful earthquakes in recorded history. The tsunami caused by the quake reached 40 meters in height and hit Tohoku’s eastern coastline, severely damaging a very wide area and triggering great confusion. Japan’s Fire and Disaster Management Agency reports that 18,958 people died, 6,219 were injured, and 2,655 are missing as of March 2014; 127,291 houses were totally lost, and more than 1,000,000 were partially destroyed.

Field Survey in Japan

The earthquake and tsunami exposed the vulnerability of Japan’s information communications technology (ICT) infrastructure, as the loss of communication greatly hampered rescue and relief efforts and more than likely increased the death toll.

From November 2011 to February 2012, eight months after the earthquake, I and other members of our research team conducted structured interviews with 13 municipal governments in the areas hardest hit by the earthquake. The objective of the survey was to ascertain how ICT systems inside municipal offices were affected by the earthquake. We visited Miyako, Otsuchi, Kamaishi, Rikuzentakata, Kesennuma, Minamisanriku, Ishinomaki, Higashimatsushima, Sendai, Minamisoma, and Iwaki, as well as evacuation centers in Namie and Futaba.

These municipalities are located in the prefectures of Iwate, Miyagi, and Fukushima. Under the administrative structure of the Japanese government, municipalities occupy the third rung. At the top of the ladder is the national government; this is followed by the 47 prefectural governments and 1,742 municipal governments (as of May 1, 2013) at the local level. The size of municipal governments varies enormously; while big cities like Osaka and Yokohama have a few million residents, some small villages have a population of less than 1,000.

There are several types of municipalities in Japan, namely, shi (cities with a population of over 50,000), cho or machi (towns variously defined by each prefecture), son or mura (villages), and tokubetu-ku (the 23 special wards of Tokyo). The populations of the municipalities we visited varied from 2,000 to 70,000. Almost all of them were small cities. Legally speaking, the role of municipal governments is to provide public services to citizens and, perhaps most importantly, to maintain a registry of all residents—the data that serves as the foundation of government. Prefectures are defined more loosely as wide-area governments.

Our survey included questions on preparedness, the level of damage, and the recovery process of ICT equipment, including power supply, network connectivity, information systems, and related facilities.

Need for Disaster-Resilient Systems

Analyses of these cases led us to conclude that building a robust system that never fails is impossible and to recognize that creative field responses are of crucial importance. The immediate problem after the March 2011 earthquake was the failure of the supporting infrastructure needed to run the information systems. The physical destruction of servers also meant that residential records were lost in some areas. The survey also revealed that a uniform plan across all municipalities would not have been appropriate, since the situation in various towns and cities—and the necessary responses—were continually changing. Government buildings were generally sturdy, and most survived the tsunami. But this did not mean that the ICT system survived intact. Some municipal offices did not recover their information systems for four months.

This should prompt a rethinking of ICT system design to ensure that communication can be maintained, especially in the immediate aftermath of a major disaster. Resilient systems are needed that can maintain or recover their core functions flexibly and quickly. Flexibility is required to enable creative responses in a disaster situation using minimal resources. Such systems are particularly important for municipal governments, which need to embark on rescue and life-saving activities immediately after a disaster.

This is a totally different approach from that required during normal times. The national government has tried to create robust and special systems for disaster situations, but they have not always had the required resilience in the face of actual severe situations. Once they are destroyed, moreover, they cannot be restored quickly.

“Frugality” as an Essential Concept

The “frugal information system” concept can be useful in building such a resilient system. This is an information system that is “developed and deployed with minimal resources to meet the preeminent goal of the client.” Such a system would be important under disaster situations, when people have limited access to resources. A frugal system is characterized by the four U’s: “universality,” the drive to overcome the friction of information systems’ incompatibilities; “ubiquity,” the drive to access information unconstrained by time and space; “uniqueness,” the drive to know precisely the characteristics and location of a person or entity; and “unison,” the drive for information consistency.

Mobile devices can serve as a standard platform to meet these “4U” requirements.

They were indeed the most widely used means of communication by individuals in the wake of the 3.11 disaster. The mobile infrastructure was restored with greater ease than other systems (ubiquitous network). They have open interfaces (universality). The phone number or SIM ID can be used for the identification of individuals (uniqueness). And as soon as the networks are restored, data can be backed up on cloud data storage (unison). There is the additional benefit that power can be easily supplied to the handsets.

Smartphones can be particularly useful devices in a disaster situation. People are gaining familiarity with these phones through daily use, which is very important under panic situations. Following a disaster, people are unlikely to use tools with which they are unfamiliar.

Future Research

I am currently working on a project to build a prototype smartphone application that employs the principles of resilient design. A test will be conducted in October 2014 at Tome, Miyagi, which was one of the cities heavily affected by the disaster. The initial test will involve the use of smartphones as part of an evacuation center’s operations during the first week. Three key functions will be tested, namely, (1) the identification and registration of people at the center using their phone numbers or SIM IDs, (2) recording people’s arrival and departure, and (3) creating an evacuee database. Using the smartphone’s number, the application can enable the transmission of information on such required items as medicine and milk for infants.

Smartphone applications designed to support disaster victims already exist. But none are suitable for municipal disaster relief operations. If municipal officials use the same applications as residents, the sharing of information can be greatly facilitated, enabling a smoother delivery of relief supplies. What we need to do is to make sure such applications are operational and widely used before they are needed and are quickly made available after a disaster.

The Great East Japan Earthquake posed what might have been the biggest possible challenge to an information society, making us acutely aware that our daily life—as well as government operations to help people in need—rely heavily on the ICT infrastructure. The performance of nearly all activities in advanced economies has become dependent on ICT, and disasters illustrate the fragility of this dependence. The earthquake shook our confidence in technology, and a study of its effects indicates the importance of designing systems with a recovery model in mind.

The University of Georgia’s Terry College of Business.

The University of Georgia’s Terry College of Business.

Massive disasters are likely to become more common around the world in the years to come 1, as suggested by the fact that there were three times as many natural disasters between 2000 and 2009 as between 1980 and 19892. I believe that a correct understanding of resilience and the development of information systems designed to withstand severe conditions can make the world a safer plain which to live. This research is certainly not over.

In closing, I would like to express my gratitude to the Tokyo Foundation for supporting my research abroad. Thanks to an SRA award, I was able to conduct research at the University of Georgia, where my ideas were greatly enhanced under the supervision Dr. Richard Watson—regents professor and J. Rex Fuqua distinguished chair for Internet strategy in the Department of Management Information Systems at the University of Georgia’s Terry College of Business—who advocates the notion of a frugal information system.

1http://www.emdat.be/natural-disasters-trends, last accessed June 8 2014.
2http://www.accuweather.com/en/weather-blogs/climatechange/steady-increase-in-climate-rel/19974069, last accessed June 8 2014.

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Cars and Capitalism in Contemporary Hanoi

May 1, 2014
By 19597

Streets clogged with motorbikes in Hanoi have become familiar sights, as images are frequently featured in posters and magazines. Is there any room in this city now for automobiles, whose numbers are on the rise? Arve Hansen, a Sylff fellow at the University of Oslo in Norway, explores the socioeconomic transformation taking place in Vietnam through the lens of the nascent transition in the prevailing mode of personal transport from motorbikes to cars.

* * *

Vietnam has undergone a radical socioeconomic transformation during the last three decades under a program of economic reforms known as Doi Moi (“renovation”), officially adopted in 1986. Vietnam has grown from being one of the poorest countries in the world into to a middle-income, emerging economy, and the country is now frequently cited as a success story in economic development. Vietnam has moved from a planned to a market economy under a model described by the Vietnamese government as a “market economy with a socialist orientation.”

These changes make Vietnam an extremely interesting case in the study of both development and consumption. My PhD research into this topic in Vietnam focuses on what appears to be an ongoing transition away from motorbikes as the principal form of transport toward four-wheel automobiles in Hanoi. (It was thanks to Sylff Research Abroad that I was able to conduct long-term fieldwork in Hanoi, something absolutely vital to my project.)

My research approaches the trend as seen from the perspective, respectively, of the government, industry, car dealerships, and consumers. I have particularly emphasized the view of the consumer, using the car both to illustrate the ongoing changes in Hanoi as well as to analyze consumption trends more generally.

“Land of the Honda”

Motorbikes in downtown Hanoi_photo by Huong Nguyen

Motorbikes in downtown Hanoi (photo by Huong Nguyen)

Vietnam used to be a country of bicycles but quickly became the “land of the Honda” during the 1990s following the start of the Doi Moi reforms. Today, in a country of 88 million people, there are around 35 million motorbikes. The sea of motorbikes in Vietnamese cities is now an iconic image of the country and one of the most popular motives for photographs by tourists. It has also created a highly individual transport situation, in contrast to the collective ideals of socialism.

Now, the passenger car is increasingly making its way into the streets, in the process clogging up traffic and making the motorbike more dangerous. My interest in Vietnamese automobility started several years ago while riding around the narrow streets of Hanoi on a motorbike and seeing how automobiles, struggling to make their way through traffic, were unfit for those streets. I asked myself why anyone would choose to drive a car there.

The answer is, of course, quite complex. It can also be very interesting as a starting point for understanding the socioeconomic changes and development challenges Vietnam is facing. The automobile is still a very expensive luxury; in fact, Vietnam is one of the most expensive places to buy a car due to high taxes. This, at the same time, makes the car a powerful expression of the inequalities embedded in the new economic system. The limited availability of the car also strengthens its position as a potent status symbol. A striking sight in the narrow streets of Hanoi is the frequency of very big luxury cars. This is a sharp break with the country’s socialist past, when displays of personal wealth were frowned upon and could lead to serious trouble.

In post–Doi Moi Vietnam, the automobile is one of the most obvious symbols of the new reality, in which getting rich is considered glorious and displaying personal wealth has become normal. In contemporary Hanoi, expensive cars are used actively to display wealth—sometimes strategically to show business partners that you are successful.

Advantages and Drawbacks

The new traffic in Hanoi (photo by Huong Nguyen)

The new traffic in Hanoi (photo by Huong Nguyen)

Although the car is very much a status symbol, this is not the only reason that people buy them. Most of the purchasers with whom I talked report they were motivated more by safety and family reasons, as transporting one’s family on a small motorbike can be dangerous. The car also allows you to stay cool (and white!) under the scorching sun and dry during the frequent periods of heavy rain. There is also a paradoxical relationship between air pollution and car consumption: riding in a car allows you to temporarily escape the dangerously deteriorating urban air quality. The car is thus both a powerful agent in causing air pollution and a means of escaping from it.

The private car has had a central place in capitalist (and sometimes socialist) development and industrialization around the world. In Vietnam, the car in many ways represents a development dilemma. The car industry is targeted to play a leading role in scaling up Vietnam’s industrialization, with foreign investment (particularly from Japan) leading to positive linkages with, and technological diffusion to, the rest of the Vietnamese economy.

Among many other things, this requires a larger domestic market for cars. Studies have shown, however, that the streets of Vietnam’s cities cannot accommodate a transition to private cars as a predominant means of transportation. In Hanoi, the growing number of cars is already significantly increasing the frequency of traffic jams and further deteriorating the toxic air quality. Greener cars, though, are part of neither the transportation nor industrial plans of Vietnam.

In global discourse, the automobile is frequently (and deservingly) attacked as being one of the most environmentally destructive aspects of private consumption. In Hanoi I spoke with foreign environmentalists who argued that Vietnam needs to realize that the car belongs to the past.

The Car as the Future

Traffic and street vendor in Hanoi (photo by Arve Hansen)

Traffic and street vendor in Hanoi (photo by Arve Hansen)

Moving beyond private car consumption may be a worthy ideal, but the argument that the car is history fundamentally fails to understand the position of the car in an emerging economy like Vietnam. In this context, the car represents the future. From the government side, moreover, the car industry and private car ownership are symbols of economic success. And for the growing ranks of the middle class, replacing the motorbike with a car is emerging as one of their main aspirations.

The motorbike is still king in the streets of Hanoi, although it is increasingly being forced into an interesting coexistence with four-wheel vehicles. Most car owners keep their motorbikes as well and choose their mode of transport in a flexible manner, with motorbikes being used for shorter distances and to go downtown, while the car is used for travelling with the family, attending important meetings, or leaving the city. In this way the car also supports the creation of new practices among the middle class, such as travelling outside the city for a weekend holiday.

While people often heap blame on the motorbike for all traffic problems in Hanoi, in a city with very limited public transport options and lack of infrastructure, the motorbike is the main reason why mobility is still fairly good. The government has decided that it will limit the number of motorbikes in the future. Given the lack of alternatives, this may pave the way for the car. It will be interesting to see what the future holds for the two-wheeled icon of contemporary Hanoi.

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Narratives of “Change” and “Freedom” in Early Modern Almanacs

March 5, 2014
By 19679

One important source of information in examining the social history of the United States and Europe in the early modern era is the almanac. Using an SRA award, Kujtesë Bejtullahu, a Sylff fellow at the Graduate Institute of International and Development Studies, explored the rich collection of eighteenth and nineteenth century almanacs at the American Antiquarian Society to undertake an in-depth study of how early modern society conceived of two precious and finite values—political freedom and the passage of time.

* * *

Time and politics are two basic categories of life. How do we think them together? How do different societies incorporate them into broader narratives of orientation in a changing world? This puzzles me intellectually, and in my dissertation, I explore the affinity between the notion of political liberty and the way in which modern societies think about their relations and change.

I am particularly intrigued with the revolutions of the late eighteenth century—specifically, the American and the French Revolutions—as two significant events in early modern history that witnessed a struggle to not only reconfigure political values and loyalties but also bring about a temporal reorientation through which such changes could better resonate. By the late eighteenth century, not only were political relations recalibrated and wrapped with the notion of “liberty” from various ends, but the political visions and institutional designs emerging from this realignment were also more boldly projected into the distant future, reaching into peoples, places, and times not present. Thus while the notion of political liberty took center stage, at stake was also the concept of change itself, namely, qualifying the ways in which societies and their social relations could change from the ways in which they could not.

To explore this double recalibration of political values and temporal expectations in socio-historic context, I turned to a medium that was particularly popular in early modern society: the almanac. With the support of the Ryoichi Sasakawa Young Leaders Fellowship Fund (Sylff), the American Antiquarian Society, and the Library Company of Philadelphia, I examined if and how this transition was recorded, described, or contested in late eighteenth and early nineteenth century almanacs published in the New World.1

The Almanac

Bickerstaff’s New-England Almanack for 1783 (published by John Trumbull). With Britain close to recognizing American independence, this 1783 New England almanac marked the event by printing the Articles of Confederation. A few years later the Constitutional Convention was held to draft the US Constitution and found the United States of America. (Courtesy of the American Antiquarian Society)

Bickerstaff’s New-England Almanack for 1783 (published by John Trumbull). With Britain close to recognizing American independence, this 1783 New England almanac marked the event by printing the Articles of Confederation. A few years later the Constitutional Convention was held to draft the US Constitution and found the United States of America. (Courtesy of the American Antiquarian Society)

The early modern almanac has been described among others as a ”miniature encyclopedia,” a village library, or the iPhone of early America.2 It has been reported as being second only to the Bible in popularity and among the earliest works published following the invention of the printing press.3 While the late eighteenth century almanac was rarely without basic astral and meteorological information4 and a calendar to mark the passing of time and the “remarkable” days,5 it also contained information deemed useful or entertaining: medical and agricultural advice, proverbs, moral instruction through essays and anecdotes, excerpts from famous books, historical and geographical narratives, social satire, poetry, scientific articles and practical information, such as schedules of fairs, meetings of courts, and currency tables. The astral and practical information in the almanacs was no doubt important, yet some of the most popular, early modern almanacs were ones that included social commentary, political speculation, or entertainment.

The almanac, broadly speaking, was a miscellany, filling a variety of roles in a concise and affordable manner.6 But in another sense, it was a window onto a world of relations and how these varied and mattered for ordinary people. It helped instruct people on how to orient themselves in relation to nature and society, adjust to the changes taking place and live better7. It is not unusual to find among the surviving early modern almanacs people’s inscriptions of important events in their lives and changes in the environment8 or interleaved almanacs that also served as personal diaries.

The American Anti-Slavery Almanac for 1843 (published by the American Anti-Slavery Society). Almanacs addressed such political questions as slavery, with most advocating its abolition and a few endorsing it. Through verse and imagery, the cover of this pre–Civil War almanac draws attention to the persistence of slavery in a country that had declared itself free and was portrayed as the ”cradle land of Liberty.” (Courtesy of the American Antiquarian Society)

The American Anti-Slavery Almanac for 1843 (published by the American Anti-Slavery Society). Almanacs addressed such political questions as slavery, with most advocating its abolition and a few endorsing it. Through verse and imagery, the cover of this pre–Civil War almanac draws attention to the persistence of slavery in a country that had declared itself free and was portrayed as the ”cradle land of Liberty.” (Courtesy of the American Antiquarian Society)

Not surprisingly, then, early modern almanacs were sensitive to changes in politics and society, often advocating a particular view of politics and social values over others. During the American Revolution, almanacs began to carry more explicit political content such as political prefaces or engravings, politically charged verse, calendars marking critical political events or purposefully omitting previously celebrated historical dates,9 excerpts from political tracts and formal political documents, such as state constitutions, articles of confederation, or treaties.10 The almanac was similarly mobilized during the French Revolution. 11 Particularly keen at using the almanac propagandistically were the Jacobins, who in 1791 organized a contest for an almanac that would best instruct the people about the revolution. The winner, L'Almanach du Père Gérard—written by Jean-Marie Collot d’Herbois,12 a revolutionary—became a bestseller.13 Moreover, many of the maxims that Benjamin Franklin popularized in his almanac Poor Richard (later compiled in The Way to Wealth) circulated on both sides of the Atlantic. Translated into French shortly before the French Revolution, La Science du Bonhomme Richard was often praised for its good mœurs and appeal to the common man, while revolutionaries like Jacques Pierre Brissot proclaimed, “Behold how Poor Richard and Franklin were always friends of the people.”14 If some of the French revolutionaries saw in Franklin’s almanac a philosophy for the people, well over a century later, Max Weber also turned to almanac wisdom to discuss the emergence of the spirit of capitalism.15

Time and Freedom as Finite Qualities

The Woman’s Rights Almanac for 1858 (published by Z. Baker & Co.). This nineteenth century almanac on women’s rights contains speeches, historical narratives, and statistics that speak to the efforts and struggles of what was later described as the “first wave of feminism.” (Courtesy of the American Antiquarian Society)

The Woman’s Rights Almanac for 1858 (published by Z. Baker & Co.). This nineteenth century almanac on women’s rights contains speeches, historical narratives, and statistics that speak to the efforts and struggles of what was later described as the “first wave of feminism.” (Courtesy of the American Antiquarian Society)

What is unique about the almanac is that it was also a finite medium, published annually in rather compact form and with a limited geographic reach as regards its astronomical calculations. Though it contained a miscellany of information, the late eighteenth century American almanac was still a circumscribed window onto the broader world and one offering a finite perspective on the ”good life”. At a basic level, what made life good were two gifts from God—time and freedom. These two were frequently invoked and highly valorized, but also described in finite terms: subject to loss when taken for granted or not vigilantly guarded. As a gift in the form of life, time is irredeemable and can be made meaningful,16 while freedom is something that those who are virtuous can revive or safeguard from being lost.

Generally speaking, there is in many late-eighteenth-century American almanacs a distinct sensitivity to loss and an appreciation of finitude as not merely a condition of life but of the life worth living: the free life. This preoccupation with finitude in its political dimension—that, for example, the freedom acquired by republics is fragile, fugitive, and finite—becomes less noticeable by the early nineteenth century. Increasingly, freedom is projected in more futuristic terms and portrayed as being infinitely resilient under better, enduring laws (such as by being enshrined in the constitution) or with the advent of historical progress.17 As the American colonies declared themselves independent and changed the terms of their political association to constitute the United States, there also arose an eagerness to project their conception of freedom in much more expansive terms, spatial as well as temporal. In retrospect, the American Revolution may well have been the last moment when we thought freedom with finitude.

Early modern almanacs can shed some light on how through familiar notions of liberty and the republic, the articulation of a new experience of “political presence” was coupled with projections of a future in which societies and social relations would advance. This is partly revealed in the transformation of the medium itself. At the beginning of the nineteenth century, the almanac began losing its general feel and became more specialized and theme oriented; by the late nineteenth century, it was becoming somewhat obsolete as other mediums—the clock, newspaper, and thematic books—gained new relevance for people’s temporal orientation and for keeping up to date with the faster-production of useful knowledge. It became necessary for people to take bearings more frequently and from a variety of sources, a phenomenon even more prevalent today, as it is ever more necessary to keep updating one’s skills and expectations.

Giving Finitude Political Expression

Annuaire Franҫais ou Manuel Du Colon, à l‘usage de Saint-Domingue pour l’An X [1801] (published by Port-Républicain). To mark their break from the ancien régime, the French revolutionaries instituted calendrical reforms that almanacs were compelled to adopt and promote. This almanac for the tenth year of the French Republic informs that the law of 23 Fructidor of year 6 forbids using the calendar of the old era and requires conformity with the law’s spirit, which is “to not leave any trace of the old yearbook”. Published for the colony of St. Domingo (now the Republic of Haiti), this almanac has a unique transatlantic revolutionary feel, recording the insurrections of slaves in the colony, celebrating the leadership of Toussaint L’Ouverture, and printing the constitution of St. Domingo that he promulgated. Controversial and short-lived, this constitution was nevertheless an autonomous act that challenged French colonial policy, prompting Napoleon to secure the capture and deportation of L’Ouverture. L’Ouverture died in prison in Jura, France, in 1803, Haiti achieved its independence in 1804, and Napoleon revoked the French revolutionary calendar in 1806. (Courtesy of the American Antiquarian Society)

Annuaire Franҫais ou Manuel Du Colon, à l‘usage de Saint-Domingue pour l’An X [1801] (published by Port-Républicain). To mark their break from the ancien régime, the French revolutionaries instituted calendrical reforms that almanacs were compelled to adopt and promote. This almanac for the tenth year of the French Republic informs that the law of 23 Fructidor of year 6 forbids using the calendar of the old era and requires conformity with the law’s spirit, which is “to not leave any trace of the old yearbook”. Published for the colony of St. Domingo (now the Republic of Haiti), this almanac has a unique transatlantic revolutionary feel, recording the insurrections of slaves in the colony, celebrating the leadership of Toussaint L’Ouverture, and printing the constitution of St. Domingo that he promulgated. Controversial and short-lived, this constitution was nevertheless an autonomous act that challenged French colonial policy, prompting Napoleon to secure the capture and deportation of L’Ouverture. L’Ouverture died in prison in Jura, France, in 1803, Haiti achieved its independence in 1804, and Napoleon revoked the French revolutionary calendar in 1806. (Courtesy of the American Antiquarian Society)

Insofar as the almanac helped people orient themselves and relate to changes in society and their surroundings by reminding them often of conditions of finitude, the story of how the medium became politicized in revolutionary times and later driven into obsolescence is revealing of how the very concept of change was, in the eighteenth and nineteenth centuries, being transformed in ways that remain difficult to comprehend. While the tale of the almanac may be thought of as a story of outgrowing finitude through modern technology, the political aspect should not be overlooked. Seen in a revolutionary context, where ideas of how societies can and should change were being recast and when political freedom was increasingly projected as becoming more resilient, this tale is also one of how modern discourses on emancipation became much more concerned with the production of new and different futures than with giving finitude a more meaningful political form.

At a time when we have capabilities to produce conditions of finitude on a much more radical scale and at a much faster rate,18 it seems relevant to once again consider giving finitude meaningful political expression. As we are confronted with it in more intense, accelerated, and unpredictable forms, we nevertheless rarely consider that political freedom is not so much about the negation or overcoming of finitude but a more meaningful affirmation of it. We struggle, more generally, to articulate and experience “political presence” in an increasingly interdependent world, where different people and societies are drawn into relations but often in ways that they cannot be consciously and considerately be present for one another. Indeed, narratives of temporal differentiation—between the developed and developing, the advanced and lagging—and the governance of expectations of change can also obscure our very sense of contemporaneity and appreciation of what is, can, and must be shared and jointly preserved. It is my concern, in other words, that without engaging more meaningfully with the experience of finitude, contemporary international politics will continue to struggle to make relations between different others meaningful in finite time and to make finite time in relationships meaningful.

Given a dynamic and interdependent modern context that we describe as “international” or “global,” it seems relevant to imagine and recast the experience of “political presence” in a different analytical key, not merely scale. History provides no blueprints in this respect. Yet it seems helpful to convoke it for stimulating insight on how much of what is absent is remembered and projected as present and how much of what is or feels present our discourses still keep absent.

1Mostly almanacs from the American colonies and the United States, and some from Canada, Haiti, and Jamaica.
2 See Molly McCarthy, “Redeeming the Almanac: Learning to Appreciate the iPhone of Early America,” in Common-Place, Vol.11, No. 1 (October 2010).
3 Together with the printing of the Bible in Latin in the 1450s, Gutenberg also printed an almanac in 1457 in Mainz.
4 Such as eclipses, tides, lunations, weather prognostications, the influence of stars and planets, and the zodiac.
5 “Holy” days, historical events, etc.
6 See Marion Barber Stowell, Early American Almanacs: The Colonial Weekday Bible (New York: Burt Franklin & Company, 1977) ix; Bernard Capp, Astrology and the Popular Press: English Almanacs 1500–1800, (London: Faber & Faber, 1979), 23; Louis K. Wechsler, The Common People of Colonial America As Glimpsed Through the Dusty Windows of the Old Almanacks, Chiefly of New-York (New York: Vantage Press, 1978).
7 See the preface to Geneviève Bollème, Les Almanachs Populaires aux XVIIe et XVIIIe Siècles (Paris : Mouton & Com, 1969).
8 Births, deaths, marriages, wars, harvest failures, etc.
9 For example, marking events like the Declaration of Independence and the French Revolution and omitting coronations and birthdays of royalty.
10The French alliance of 1778, for example.
11 See Lise Andries, “Almanacs: Revolutionizing a traditional genre” in eds. Robert Darnton and Daniel Roche, Revolution in Print: the press in France 1775-1800 (University of California Press, 1989), 203-222
12 Jean-Marie Collot d’Herbois participated in the Paris Commune and the National Convention of 1792, but is more commonly known for his involvement with the Committee for Public Safety, in particular the 1793 Reign of Terror in Lyon.
13 See Michel Biard, “L'Almanach du Père Gérard, un exemple de diffusion des idées jacobines,” Annales historiques de la Révolution française; No. 283 (1990) pp. 19-29.
14See Alfred Owen Aldridge, Franklin and His French Contemporaries (New York: NYU Press, 1957) 46.
15 See Max Weber, The Protestant Ethic and the Spirit of Capitalism, trans. T. Parsons (1930), Ch. 2.
16 Almanacs provided much instruction on temporal values and discipline, such as how to make the best use of time.
17 Or as Proudhon later articulated, “the theory of Progress is the railway of liberty.” See the Foreword to Pierre-Joseph Proudhon, The Philosophy of Progress (1853).
18 Such as through nuclear weapons and environmental degradation.

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National Policy in the Local Context
Exploring the Influence of “Guest” Workers in Fernie, British Columbia

November 12, 2013
By 19635

How do national immigration policies influence local communities? Laurie Trautman, a geographer who received a Sylff fellowship from the University of Oregon in 2012, explores how “guest” workers in rural resort economies in the United States and Canada are reshaping local labor markets and community dynamics. In the summer of 2013 she conducted fieldwork in British Columbia, Canada, using a Sylff Research Abroad award, and here she highlights some of her preliminary findings.

* * *

The importation of foreign labor is becoming an increasingly common strategy used by advanced industrial economies to maintain global competitiveness. While guest worker programs are designed to import foreign workers on a temporary basis, such policies have a lasting impact on local economies and communities. Despite these impacts, the bulk of literature on immigration has largely overlooked guest workers, who are perceived as having little long-term influence in the communities in which they work.

While guest worker provisions have been a major source of conflict in the United States since World War II, recent Canadian immigration policies have made a decisive shift away from an emphasis on multiculturalism towards a strategic focus on meeting temporary labor needs. As these changes are occurring, they are producing fundamentally different results that have yet to be extensively examined and compared. Yet, as comprehensive immigration reform is pending in both the US Congress and Canadian Parliament, it is essential that the changing nature of immigration policy—and guest worker programs in particular—is systematically and thoroughly analyzed in a cross-national context.

This article explores the influence of guest worker policy on both the local labor market and community interaction in the Canadian resort town of Fernie, British Columbia. Based on qualitative interviews conducted during the summer of 2013, this project aims to provide a better understanding of this understudied, yet increasingly controversial, element of immigration policy.

This research is part of a broader dissertation project that links national policy discourse and community experience to understand how guest worker policies are evolving in different national contexts in the United States and Canada—a critical issue given current debates over immigration reform in North America.

At the national level, this project analyzes narratives in the United States and Canada over nation, race, and labor, as reflected in federal legislation since 1990. At the local level, qualitative and in-depth research in two case-study “receiving” communities (Fernie, British Columbia, and Sun Valley, Idaho) shed light on how these national dynamics intersect with local economies, leading to a new understanding of the influence of guest workers on local labor markets and social interaction.

Case Study of Fernie, BC

The town of Fernie is located in the Elk Valley of southeast British Columbia and has a population of roughly 6,000 and an economy highly dependent on amenity-based tourism. With a high cost of living, small population base, and seasonal fluctuations in labor demand mirroring the tourist season, Fernie is unable to meet its labor needs locally. In the past several decades, Fernie’s reliance on importing labor from abroad has continued to increase.

Fernie Art Depot

Fernie Art Depot

At the same time, the cost of living in Fernie has skyrocketed alongside second home ownership, which has also created an increased demand for low-wage, low-skilled service-sector jobs. The result is an extremely tight labor market for low-wage labor in a rural location with a high cost of living, which has pushed many local businesses to develop retention strategies ranging from a free ski pass to medical benefits. However, for particular positions, some businesses have gone beyond established channels of recruitment and turned to the Temporary Foreign Worker Program (TFWP) to meet their labor needs.

During my research time in Fernie, I conducted 44 interviews and two focus groups with employers, employees, community members, and government officials in order to assess how the presence of temporary foreign workers (TFWs) is shaping the local labor market and community dynamics. I was also involved in participant observation and analyzed local media publications to determine how these dynamics were represented both spatially and socially.

From ferniefix.com

（Photo from ferniefix.com）

I found that, while most employers relied on workers coming with a working holiday visa (primarily from Australia and New Zealand), a small handful of employers are turning to the Temporary Foreign Worker Program as the tourist season is extending to include both winter and summer seasons. Up until just a few years ago, most employers were able to meet their labor needs during the peak winter season with young workers coming for the ski season with a working holiday visa, who would then leave in spring, when most businesses either go on vacation or reduce hours. With the demand for labor beginning to switch from a peak season in the winter to more year round needs, employers are searching for a more stable and longer term labor force which, ironically, they are able to find through the TFWP.

Unlike the working holiday visa, which does not tie workers to specific employers, workers coming on the TFWP need to establish employment prior to obtaining a visa, and thus solidify a relationship with an employer who essentially sponsors them. Upon arrival, they are in a committed relationship with their employer. In Fernie, TFWs are occupying specific positions in the labor market that have become increasingly difficult for employers to fill—namely housekeepers, chefs, and fast food workers. At this time, several fast food restaurants and cleaning companies are employing TFWs from the Philippines, establishing a division of labor along both national and racial lines.

Preliminary Findings

As part of my broader dissertation project, I am analyzing 20 years of national policy discourse in both the United States and Canada. A recurrent theme in both Parliament and Congress is the exploitation and victimization of guest workers, who are often described as being “unfree labor.”

This sentiment is echoed in academic literature, much of which highlights a fear that as Canadians increasingly rely on workers with temporary status who have few avenues to permanent residency, “a US-style underclass defined by precarious status and labour market vulnerability” may be emerging (Goldring et al, 2009: 257).

Help Wanted

Help Wanted

A preliminary analysis of my findings illustrates that TFWs in Fernie are not victimized by their status, nor do they lack agency, which complicates the overriding sentiments evident in both political discourse and academic literature. In fact, they are able to negotiate the immigration system through the relationship with their employers to remain in Canada beyond the original duration and purpose of their visa. In some instances, TFWs obtain residency and move into higher paying positions. This is surprising, as technically speaking, there is no path to residency for low-skilled TFWs.

I also found that workers coming on a working holiday visa will utilize the TFWP as a strategy to remain in Canada after their visas expire. Thus, while the TFWP is constructed as a national policy aimed at addressing temporary and acute labor market shortages, in Fernie it is actually a strategy used by both employers and foreign workers to achieve stability and long term employment relationships. For employers, it fills a chronic labor shortage, and for employees it is often a path to longer-term residency. Both of these outcomes are almost the polar opposite of the stated purpose of the policy.

Despite the agency on the part of TFWs, there remains a real materiality to the different categories of TFWs and ”international visitors” on a working holiday visa (WHV), which is evident at the local level. TFWs in Fernie are increasingly Filipino, while those on a WHV are almost exclusively young, white, and middle class. Those on a WHV have both social and labor market mobility, as they are able to change employers and come to Fernie with enough disposable income to enjoy the amenities. Above all else, they are not visibly different from the local population.

On the contrary, the geographic and labor market mobility of Filipinos coming as TFWs is extremely limited both by their employment in low-wage positions, their commitment to their sponsoring employer, and perhaps by their obvious position as ”minorities” in this small, rural mountain town. This quote from one interviewee highlights this lack of mobility:

“People say that there’s this big Filipino community that's growing, but I don't really see it, it’s not out there, you don't see them walking around, hanging out at the bars and coffee shops, so I don't know. They might be serving you a coffee when you drive through Tim Horton’s, but that’s about it.”

The preliminary findings from this case study will be compared with research in Sun Valley in the United States, in order to assess how guest worker policies are influencing both labor markets and community dynamics in different national contexts. The final stage of this dissertation project will analyze national policy discourse in the United States and Canada since 1990, comparing how 'guest worker' policy is constructed within the context of broader immigration objectives.

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Bulgaria and Japan: From the Cold War to the Twenty-first Century

August 14, 2013
By 19617

The following article is based on Bulgaria and Japan: From the Cold War to the Twenty-first Century, an exhaustively researched 2009 book by Evgeny Kandilarov—a Sylff fellow at Sofia University “St. Kliment Ohridski,” who used his fellowship to conduct research at Meiji University in Japan in 2005. The Tokyo Foundation asked the author, who is now an assistant professor at his alma mater, to summarize his findings, which have revealed intriguing patterns in the history of bilateral ties and international relations over the past several decades.

* * *

The book Bulgaria and Japan: From the Cold War to the Twenty-first Century is almost entirely based on unpublished documents from the diplomatic archives at the Bulgarian Ministry of Foreign Affairs. In order to clarify concrete political decisions, many documents from the Political Bureau of the Central Committee of the Bulgarian Communist Party, Comecon, and State Committee for Culture were used. These documents are available at the Central State Archives of the Republic of Bulgaria. For additional information, memoirs of eminent Bulgarian political figures and diplomats who took part in the researched events were also used.

This article aims to give a brief overview of the political, economic, and cultural relations between Bulgaria and Japan during the Cold War and the subsequent period of Bulgaria’s transition to democracy and a market economy.

Exhaustive research on the bilateral relationship between Bulgaria and Japan have revealed specific reasons, factors, and causes that led to fairly intense economic, scientific, technological, educational, and cultural exchange between the two countries during the Cold War. Furthermore, the study raises some important questions, perhaps the most intriguing one being: Why did the relationship rapidly lose its dynamics during the transition period, and what might be the reasons for this?

The study also poses a series of questions concerning how bilateral relations influenced the economic development of Bulgaria during the 1960s and 1980s, throwing light on the many economic decisions made by the Bulgarian government that were influenced by the Japanese economic model.

Five Distinct Stages of the Relationship

The analysis of Bulgaria-Japan relations can be divided into two major parts. The chronological framework of the first part is defined by the date of the resumption of diplomatic relations between Bulgaria and Japan in 1959 and the end of state socialism in Bulgaria in 1989, coinciding with the end of the Cold War. This timeframe presents a fully complete period with its own logic and characteristics, following which Bulgaria’s international relations and internal policy underwent a total transformation at the beginning of the 1990s.

The second part of the analysis covers the period of the Bulgarian transition from state socialism to a parliamentary democracy and market economy. This relatively long period in the development of the country highlighted the very different circumstances the two countries faced and differences in their character.

The inner boundaries of the study are defined by two mutually related principles. The first is the spirit of international relations that directly influenced the specifics of the bilateral relationship, and the second is the domestic economic development of Bulgaria, a country that played an active role in the dynamics of the relationship. In this way, the 1960s, 1970s, 1980s, 1990s (through 2007, when Bulgaria joined the EU), and the years since 2007 represent five distinct stages in the relations between Bulgaria and Japan.

The first stage began with the resumption of diplomatic relations in 1959. This was more a consequence of the general change in international relations in the mid-1950s than a result of deliberate foreign policy. After the easing of Cold War tensions between the two military and political blocs and the restart of dialogue, the whole Eastern bloc began normalizing its relations with the main ideological rival, the United States, as well as with its most loyal satellite in the Asia-Pacific region—Japan. From another point of view Japanese diplomatic activity toward Eastern Europe, including Bulgaria, was motivated mostly by the commercial and economic interests of Japanese corporations looking to extend their markets.

This period in Bulgarian-Japanese relations in the 1960s was characterized by mutual study and search for the right approach, the setting up of a legislative base, and the formulation of main priorities, aims, and interests.

Analyses of documents from the Bulgarian state archives show that Bulgaria was looking for a comprehensive development of the relationship, while Japan placed priority on economic ties and on technology and scientific transfer.

Budding Commercial Ties

One of the most important industries for which the Bulgarian government asked for support from Japan was electronics, which was developing very dynamically in Japan. In the mid-1960s Bulgaria signed a contract with one of Japan’s biggest electronics companies, Fujitsu Ltd. According to the contract, Bulgaria bought a license for the production of electronic devices, which were one of the first such devices produced by Bulgaria and sold on the Comecon market. The contract also included an opportunity for Bulgarian engineers to hone their expertise in Japan.

In the 1960s the first joint ventures between Bulgaria and Japan were established. In 1967 the Bulgarian state company Balkancar and the Japanese company Tokyo Boeki create a joint venture called Balist Kabushiki Kaisha. Another joint venture that was established was called Nichibu Ltd. In 1971 these two companies merged into a new joint venture, Nichibu Balist, engaged in trading all kinds of metals and metal constructions, forklifts and hoists and spare parts for factories, ships (second hand), marine equipment, spare parts, electronics, pharmaceuticals, and chemical products.

Bulgarian prime minister Todor Zhivkov and Japanese Prime minister Eisaku Sato, 1970, Japan.

Bulgarian prime minister Todor Zhivkov and Japanese Prime minister Eisaku Sato, 1970, Japan.

In 1970 Bulgaria and Japan signed an Agreement on Commerce and Navigation, which was the first of its kind signed by the Bulgarian government with a non-socialist country. According to the agreement, the two countries granted each other most-favored-nation treatment in all matters relating to trade and in the treatment of individuals and legal entities in their respective territories.

At the end of this stage of Bulgarian-Japanese bilateral relations, by participating in the Expo ’70 international exhibition, Bulgaria already had a clear idea of the “Japanese economic miracle” and how it could be applied to Bulgaria’s economic growth.

The Bulgarian government led by communist ruler Todor Zhivkov were very much impressed and influenced by Japan’s industrial, scientific, and technological policy, which led to the so called Japanese miracle. That is why the economic reforms and strategies adopted in Bulgaria over the following few years, although conducted in a completely different social and economic environment, were influenced to some extent by the Japanese model, especially in the field of science and technological policy.

Peak of Political and Economic Activity

The second stage in bilateral relations in the 1970s marked the peak of political and economic activity between the two countries. The goals set during the previous period were pursued and achieved slowly and steadily. The legislative base was broadened, and the number of influential Japanese partners increased. The international status quo in East-West relations, marked by the Helsinki process, presented the possibility for Bulgaria and Japan to enjoy a real “golden decade” in their relations.

In 1972 the Japan-Bulgaria Economic Committee for the development of trade, economic, and scientific and technological ties between the two countries was established in Tokyo. Committee participants included a number of large Japanese manufacturers, financial institutions, and trading companies. The head of the Committee was Nippon Seiko (NSK) President Hiroki Imazato. The same year in Sofia, Bulgaria established the Bulgaria-Japan Committee for Economic, Science, and Technical Cooperation, headed by Minister of Science, Technologies, and Higher Education Nacho Papazov.

In the mid-1970s the Bulgarian government undertook some legislative changes regarding the rules for foreign company representation in Bulgaria. These changes were influenced mainly by the attempt by the Bulgarian government to encourage the further development of Bulgarian-Japanese economic relations. After the legislative changes Japanese companies received the right to open their own commercial representative offices in Bulgaria, and in just a few years 10 Japanese companies opened offices: Mitsubishi, Mitsui, Sumitomo, C. Itoh, Fujitsu, Tokyo Maruichi Shoji, Nichibu Balist, Marubeni, Nissho Iwai, and Toyo Menka Kaisha. In 1977 the Japan External Trade Organization (JETRO) also opened an office, greatly contributing to the promotion of the trade and economic relations between Bulgaria and Japan.

Historic Summit Meeting

Bulgarian state leader Todor Zhivkov and Japanese Prime minister Takeo Fukuda, 1978, Japan.

Bulgarian state leader Todor Zhivkov and Japanese Prime minister Takeo Fukuda, 1978, Japan.

A political expression of the peak of Bulgarian-Japanese relations during the 1970s was the first official summit visit in the history of bilateral diplomatic relations—the visit by Bulgarian state leader Todor Zhivkov to Japan in March 1978 for a meeting with Japanese Prime Minister Takeo Fukuda.

During the visit, the two sides agreed to establish a Joint Intergovernmental Commission for Economic Cooperation, which has held working sessions every year, engaging both governments to further promote and extend the bilateral economic relationship.

Bulgarian state leader Todor Zhivkov and Japanese Emperor Hirohito, 1978, Japan.

Bulgarian state leader Todor Zhivkov and Japanese Emperor Hirohito, 1978, Japan.

Following the state visit by Todor Zhivkov, the Bulgarian government created a very detailed strategic program for the development of Bulgarian-Japanese relations for the decade up to 1990. The main focus of the program was the following idea: “The strategic direction in the economic relations between Bulgaria and Japan consists in the rational use and implementation of modern and highly effective Japanese technologies, equipment and production experience for the promotion of the quality and efficiency of the Bulgarian economy.”

The Crown Prince Akihito during his official state visit in Bulgaria, October 1979.

The Crown Prince Akihito during his official state visit in Bulgaria, October 1979.

Another key point was that the Bulgarian government would focus its efforts on strengthening cooperation with leading Japanese companies in such fields as electronics and microelectronics, automation and robotics, heavy industries, chemicals, electronics, and engineering.

In response to the Bulgarian state visit in 1978, the next year, in October 1979, Bulgaria was visited by Crown Prince Akihito and Crown Princess Michiko as the official representatives of Emperor Hirohito.

1980s: Broadening Spheres of Cooperation

During the third period of Bulgarian-Japanese relations, the momentum of the preceding stages still kept the relationship stable and growing. The sphere of cooperation and mutual interest widened, and the Bulgarian government relied more on the Japanese support and the advantages offered by the Japanese economic model.

At the beginning of the 1980s the Bulgarian government undertook another step toward the liberalization of the Bulgarian economy. It gave an opportunity for Western companies to invest in Bulgaria by concluding contracts for industrial cooperation and creating associations. These changes in the Bulgarian economy caused great interest among Japanese economic circles, and within the next few years six Bulgarian-Japanese joint companies were created. The names and activities of the joint companies were as follows:
— Fanuc-Mashinex with the participation of Japanese company Fanuc Co: Service and production in the fields of electronics, automation, and engineering.
— Atlas Engineering with the participation of Japanese companies Mitsui, C. Itoh, Toshiba, and Kobe Steel: Design, supply, and implementation of projects in Bulgaria and third countries in the fields of mechanical engineering, chemicals, and metallurgy.
— Sofia-Mitsukoshi with the participation of Japanese companies Mitsukoshi and Tokyo Maruichi Shoji: Production and trade in the field of light industry as well as the reconstruction of department stores.
— Tobu-M.X.: Manufacture and sale of machinery for magnetic abrasive treatment of complex-shaped parts. Production was based on Bulgarian technology, and the products were sold in Japan and in third countries.
— Medicom Systems with the participation of Japanese company Tokyo Maruichi Shoji: Research, production, and sale of equipment and software for the medical and education markets.
— Farmahim-Japan with the participation of Japanese company Marubeni: Collaboration in the pharmaceutical field.

1990s: Transformation of the Relationship

The subsequent crisis in East-West relations in the 1980s, the growing economic crisis in the Communist bloc, and changes in the political leadership in Moscow brought about the end of the Cold War and the beginning of a new era in international relations. During the 1990s, these new factors completely transformed the relationship between Bulgaria and Japan.

In the next period, during which Bulgaria began a long and arduous transition to a democratic political system and functioning market economy, an abrupt switch came about in the direction of Bulgarian foreign policy. The governing parties during this period made every effort to incorporate Bulgaria into the Euro-Atlantic military and economic structures, namely, the North Atlantic Treaty Organization and the European Union.

This required a great deal of effort to transform the political and economic systems. The focusing of national energy on these social transformations created a totally different environment for Bulgaria-Japan relations. Bulgaria became a developing country and was placed in an unequal position in terms of the international hierarchy. For a long time, relations between the two countries consisted largely of Japanese disbursements of official development assistance (ODA).

Despite the dialogue between Bulgaria and Japan from 1959 to 1989, the 1990s was a period of steady decline and stagnation in the bilateral relationship, being reduced, to a large extent, to one between donor and recipient.

All this led to a paradoxical situation: economic relations between Bulgaria and Japan were much closer when the countries were politically and ideologically far apart than during the period after 1989, when they stood in the same ideological framework. The underlying reasons for this are related to the question of what were the driving forces of the relationship during the Cold War.

Nurturing a New Partnership

A detailed study of the relationship between 1959 and 1989 shows that for the most part the initiative came mainly from the Bulgarian side, which showed keen interest in and reaped benefits from the relationship. Bulgaria was driven by commercial and economic interests and the need for scientific and technological cooperation. Moreover, Japan was both a good model and a suitable partner for Bulgaria. Japan saw in Bulgaria and other socialist countries an opportunity to expand its export markets and to import cheaper food commodities and raw materials.

At the same time, ties with a highly developed country like Japan provided an opportunity for the Bulgarian government to identify the defects and shortcomings of the closed, centralized, planned economy. This underlined a persistent set of problems, the major one being the lack of competitiveness of Bulgarian products stemming from poor quality, low labor efficiency, poor level of technology, unstable stock exchange, limitations in the number and variety of goods, mediocre design, and the failure to adapt to a highly dynamic and competitive market environment.

As late as January 1, 2007, both countries took a step to set up a new partnership framework on equal terms. After Bulgaria joined the EU, relations between the two countries became almost entirely dependent on the geopolitical, economic, and to some extent cultural interests of the respective counties in the region. From this perspective, the starting points of the relations between Bulgaria and Japan at the beginning of the twenty-first century did not seem very strong. This could be clearly seen in the empirical data on Japanese investment in Bulgaria, financial transactions, the traffic of tourists, cultural presence, and other areas, as well as in the peripheral position of Bulgaria in Japan’s foreign strategy toward the region, underlined by then Japanese foreign minister Taro Aso’s 2006 concept called the Arc of Freedom and Prosperity.

Unfortunately, even almost seven years after Bulgaria joined the EU there has not been any significant change in Bulgarian-Japanese relations, which remain very much below their optimal potential. The reasons for this can be found both in the lack of political and economic stability in Bulgaria as well as in the continuing economic instability of Japan over the last 20 years. Whether Japan and Bulgaria will once again see a merging of interests and revive a mutually beneficial relationship is a matter for another analysis. The most important thing is that there is already a very good base for a fruitful relationship, even though it was set during the Cold War, and it should be used as a starting point in the attempts by the Bulgarian government and its Japanese partners to find a more efficient and beneficial approach in developing bilateral relations.

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Armed State-Response to Internal Ethnic Conflict in Sri Lanka

March 7, 2013
By 19662

Sreya Maitra Roychoudhury, a Sylff fellow at Jadavpur University in India, conducted research in Sri Lanka using a Sylff Research Abroad (SRA) award. The purpose of her research was to observe the realities in Sri Lanka and deepen her insights into the “securitization” of two armed states—India and Sri Lanka—which is the central theme of her dissertation. Her report below makes clear that the purpose of her research was fulfilled and that the visit to Sri Lanka has become an important asset in writing her dissertation.

* * *

I arrived in Colombo, Sri Lanka, on November 1, 2012, for a field trip essential for my doctoral dissertation, which examines the historical causes and the implications of armed state responses to select internal ethnic conflict situations in India and Sri Lanka and critically analyses their efficacy.

The University of Colombo , which hosted Sreya during her field research

The University of Colombo , which hosted Sreya during her field research

 

I have been fortunate to receive mentoring and support at Jadavpur University, India, where I also had the opportunity to apply and be selected for a Sylff Research Abroad award from the Tokyo Foundation at a very opportune moment of my PhD research. This was not only because my nascent ideas on state approaches to insurgency very much demanded the filling in of ground-level realities but also because Sri Lanka is currently at a very critical juncture of its political history.

National security and socio-political stability can be significantly undermined by violent internal conflict or insurgency in any country. While authoritarian regimes unilaterally use their military to combat such challenges, modern democracies have historically sanctioned the deployment of armed forces on a short-term basis only by declaring them as ”emergencies.” Within the purview of international relations, the latter approach has been delineated by the “securitization theory” à la the constructivist paradigm founded by the Copenhagen school.

India and Sri Lanka have labored to establish consolidated democracies in South Asia, never experiencing any spell of total military rule or a civil-military regime, unlike some of their neighbors. Multi-ethnic democracies are expected to handle internal conflicts with the structural norms and practices of a democratic order. India and Sri Lanka have behaved exceptionally and tackled these by active securitization through much of the post-independence period.

Existing literature does not highlight the reasons for the continuance of conflict zones, and there is hardly any comparative empirical work on the subject. Moreover, insecurities and rebellions persist in most cases, like in India’s Northeast, Jammu and Kashmir, and, until 2009, in Sri Lanka. Additionally, due to India and Sri Lanka’s geographic contiguity and ethnic overlap, the impact of Sri Lanka’s internal conflict has been deeply left by India.

The deployment of the Indian Peace Keeping Force in 1987 and its subsequent failures, together with the cross-border operations of the Liberation Tigers of Tamil Eelam and the assassination of Indian Prime Minister Rajiv Gandhi in 1991, have created mistrust, inducing excessive caution in bilateral interactions.

During my month-long stay and extensive interaction with the intelligentsia, activists, and local population in Colombo, I came across a society that has suffered deep scars in its socio-political and economic fabric due to the prolonged war of the state against an ethnic community. However, it was also stated by many quite unequivocally that any challenge to the sovereignty of the state—democratic or authoritarian—must be legitimately resisted with the sanction of force and the armed machinery of the government. Detailed studies and opinions have revealed that the unyielding stance of the leaders of the separatist group precluded any scope for meaningful, peaceful reconciliation.

In the present situation, Sri Lanka has transcended war but not the conflict situation, as underlying grievances of the Tamil community continue to simmer. While ground-level opinions, observations, and reports substantiate the argument that the heavy-handed securitization approach of the state has combated militancy and terrorism with unprecedented success, it is quite clear that it also has further fragmented the already linguistically divided society, alienating the minority Tamils and establishing a ”Sinhala state.”

The field trip was significant in enabling me to collect primary data to corroborate the historical-sociological approach I had chosen for my study to gain an in-depth, comprehensive understanding of a seemingly terrorist-political problem in Sri Lanka. The instrumental role played by the monopoly of the Sinhala language in consolidating ethnic fissures is a much observed phenomenon in Sri Lanka’s history and politics.

The field trip rendered an unmediated exposition into the incremental unfolding of this phenomenon by the ruling political leaders through the turbulent decades (especially the late 1950s, 1960s, and 1970s) and the subsequent, almost obvious deepening of the majority-minority ethnic divide, the virulent manifestation of which was the Tamil demand for secession and autonomy espoused by violent outfits like the LTTE.

The sole documentation of much of the parliamentary debates and official proceedings under the presidency (since 1976) in Sinhala and the conspicuous absence of their translation in English and Tamil languages at the National Archives of Colombo was, to my mind, a significant indicator of the calculated steps taken by the ruling elite to use “language hegemony” in asserting Sri Lanka as a Sinhala state, thereby fuelling the ongoing ethnic politics of the times.

At the National Archives of Colombo

At the National Archives of Colombo

Moreover, the informal and formal interactions at the local level rendered it quite evident that even in postwar Sri Lanka, the most sympathetic Sinhala vis-à-vis the Tamil autonomy movement would not voice any explicit statement against the present process of increasing the geographic isolation of the Tamils in the northern and eastern provinces and the conscious effort to maintain the presidency’s direct control over them by abstaining from establishing functional Provincial Councils.

To my mind, the potential for renewed conflict between communities cannot be ruled out, much less so because of a strong Tamil diaspora that continually foments a sense of marginalization. Any meaningful resolution of the internal conflict situation thus requires fundamental changes in the constitution to include greater accountability of the president, the devolution of power to Tamil representatives at the local level, and the rebuilding of a sense of trust between the ethnic communities that have been brutally eroded and lost in the ravages of the war and the unilateral, authoritarian style of governance.

While the operational political systems of India and Sri Lanka differ (parliamentary versus presidential system), they could actively engage through common multilateral forums like the South Asian Association for Regional Cooperation (SAARC) to articulate state responses beyond securitization measures that can be implemented to resolve their respective insurgencies on a sustainable basis.

Even though Sri Lanka is a consolidated, democratic nation in South Asia, my field trip rendered stark the realities and nuances of administrative functioning that transpires in a presidential system, as compared to the parliamentary model of India. Divergences in the operational political realities of Sri Lanka, issues in the functions of the constitution, and aspirations of the people were rendered clear only in the course of my studies at the local level. Other interesting and related facets of society like education, community development, and the changing role of the military in postwar Sri Lanka also became vivid, providing a comprehensive overview.

Being an endowed fellow, the credibility of my research was instantly recognized by the interviewees and interested researchers and students.

My research is focused on providing a systematic explanation for the war that prevailed, prescribe ways to avoid the military option on a prolonged basis, and guarantee basic human rights and security to citizens. The insights I gained on the Tamil separatist movement in Sri Lanka also helped me to build a comparative study of armed approaches to insurgency in two democracies, keeping in mind the differences in their operational dynamics.

I also seek to explore possible state responses beyond the military option that can be implemented by the democratic, multi-ethnic countries of India and Sri Lanka to resolve their respective insurgency issues on a sustainable basis. This would hopefully enhance bilateral ties and move regional peace keeping initiatives in South Asia a step forward.