Imperialism PDF
Imperialism PDF
Imperialism PDF
Teachers may approach this material event by event, including such varied episodes as the
unification of Italy and Germany, the Taiping Rebellion, the Meiji Restoration, the scramble for
Africa, the opening of the Suez and Panama canals, the Great Indian Rebellion and the birth of
Indian nationalism, the birth of Zionism, the Spanish-American War, the peasant movement of
Zapata, and the first modern Olympics. Most textbooks treat the topic region by region.
However, this unit is organized by through-lines that are anchored to what we see as a driving
force behind all these events, namely industrial imperialism. This unit is built around five lessons
that draw in events from around the globe. After an introductory eye-opener in the first lesson,
the second lesson examines the mutually reinforcing causes of industrial imperialism. The third
seeks to illustrate the transformative nature of this new imperialism. The fourth analyzes the non-
western world’s resistance to these forces, and the final lesson examines the consequences for
individuals of industrial imperialism in both the colonies and the imperialist countries.
Unit objectives
Upon completing this unit, students will be able to:
1. Describe the global transformations that industrial imperialism wrought on multiple
levels, from international politics to village economics.
2. Identify the historical causes of this wave of imperialism, particularly economic, political,
technological, and ideological factors; analyze how these factors operated as causes and
how they reinforced each other.
3. Analyze the successes and failures of resistance to industrial imperialism, as well as the
advantages and disadvantages of collaboration, using specific examples.
4. Trace the connections between industrial imperialism and its effects on the lives of
people around the globe.
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This unit requires a standard world history textbook and standard school supplies (paper, pens).
It also includes Internet resources.
Authors
Neal Shultz has taught at New Rochelle High School in New York State for fifteen years, where
he helped write the New York State Global History and Geography curriculum. Winner of the
2006 NCSS Award for Global Awareness and the 2002 Louise Yavner Award for teaching the
Holocaust in New York State, he lectures on human rights, global economic development, and
historical storytelling at colleges and teacher-training seminars.
Elisabeth Sperling taught at the Horace Mann School (Bronx, NY) for fourteen years, where she
helped create a global history curriculum, designed and directed a program for teacher
mentoring, and was awarded the first endowed chair in History. Following a Woodrow Wilson
summer institute, she co-authored The Industrial Revolution: A Global Event for the National
Center for History in the Schools. Ms. Sperling was the recipient of a Klingenstein Fellowship
and a Fulbright Fellowship.
Sperling and Shultz taught the College Board AP seminar at Manhattan College in 2001. More
recently, they designed curriculum for the Pacific Ridge School, a new independent school
dedicated to creating global citizens.
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economic lives of more millions of people, most of them in Africa and Asia, than did any other
colonial expansionary movement to that date. The seeds of the modern world economy – the
dominance of international markets, the rise of an international middle class, and the creation of
huge and unevenly distributed wealth – were planted in that era. The winners of this new world
included not only Europeans and Americans but also Japanese, as well as African and Asian elite
groups for whom colonialism opened new pathways to power. However, for millions of others,
the colonial experience meant economic exploitation or even death on a battlefield of resistance.
Even more suffered the destruction of natural environments, traditional forms of work, and
religious and social relations. It is no accident that the seminal work of fiction about Africa in
this period is called Things Fall Apart.
The impact of the Maxim gun was experienced most viscerally in 1898, when a British and
Egyptian force moving up the Nile seized a large portion of Sudan from the far larger Muslim
army of the state called Mahdiyya. In the crucial battle at Omdurman, British forces lost 40 men.
The Mahdiyya army lost 11,000.
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Political changes in the home European countries sparked the hottest period of colonialism,
between 1870 and 1889. France’s humiliating defeat by Prussia in the 1870-71 Franco-Prussian
War changed the balance of power in Europe, giving rise to two large states, Germany and Italy,
and promoting global land grabs as a form of strategic insurance to maintain the new balance of
power. At the same time, the potato blight and revolutions of 1848, factory-driven urbanization,
and a depression in 1873 burdened European states with burgeoning and restless lower classes.
Stage-managed nationalism and imperial prizes were valves designed to release domestic
pressure for social and economic reform. That is why the rate of colonization, particularly in
Africa, tropical Asia, and Oceania, often seemed frantic. For example, France annexed into its
empire the areas that now include Vietnam, Cambodia, Tunisia, Guinea, Mauritania, Senegal,
Mali, Côte d’Ivoire, Niger, Gabon, parts of the Congo, the Central African Republic, Chad,
Burkina Faso, Benin, Djibouti, Madagascar, the Comoros Islands, and close to a dozen
Polynesian islands within nine years (1880-89).
Africa was where Europeans made the new imperialism appear most like a raw political game.
The “Scramble for Africa” turned Europe’s land claims there from about 3 percent of the vast
continent to 97 percent in just 20 years. As this pace suggests, the scramble was frequently
chaotic. Thousands of Africans died from war and exploitation. European states claimed lands,
not from any clear strategic goal, but because of rivalries with other European countries or the
desire to protect the interests of domestic corporations. A few African regions were taken almost
by accident, as was the case in Germany’s claims to Rwanda and Burundi, two Central African
mountainous kingdoms in which the Germans hardly set foot. For many French leaders,
conquests in West Africa and Central Africa were attempts to make up for the loss of territory
and pride to Germany in the Franco-Prussian War of 1870. Germany’s Machiavellian ruler
Chancellor Otto von Bismarck heartily encouraged France to seek compensation in overseas
adventures. Some leaders in Great Britain also wanted an empire for empire’s sake, although
many others abhorred the idea as horrendously expensive. But England’s conquest of almost a
third of Africa was also an almost accidental outgrowth of attempts to protect the interests of
British capitalists. In Egypt, for example, Britain first sent troops in 1860 to prevent Egypt’s
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leader Ismail Pasha from repudiating huge loans he had taken to build the Suez Canal. Later,
local unrest against European interests in the Canal Zone finally irked the British into declaring
an outright protectorate in 1882. The unscrupulous but brilliant diamond and gold tycoon Cecil
Rhodes led English armies by the nose into a similar struggle that resulted in the defeat of the
Ndebele people and the annexation of “Rhodesia” (today, Zambia and Zimbabwe). Unwilling to
allow its arch-rival’s prizes to go unchecked, Germany claimed Togoland, the Cameroons,
Namibia (formerly Southwest Africa), and parts of Central East Africa.
The darkest chapter of the “Scramble for Africa” was written not by a country but by a single
man, King Leopold II of Belgium. Though the parliamentary government of Belgium had no
interest in foreign expansion, Leopold read the best-selling African travelogues of Henry Stanley
and decided he must have a chunk of the “magnificent cake” of Africa to himself. Masterfully
manipulating Stanley, Christian missionary organizations, and even the president of the United
States, Leopold convinced the world powers to grant him administrative rights over a “Congo
Free State” for the express purpose of ending slavery and bringing modern civilization to
primitive people. Immune to his own hypocrisy, Leopold proceeded to turn an area the size of
western Europe into his personal slave plantation for the hunting of ivory and, later, rubber. He
dispatched an army of European mercenaries, who then conscripted local men and boys to
terrorize the population of the Congo region into collecting Leopold’s desired goods. As entire
villages fled into the forests to escape Leopold’s Force Publique (Public Force), several million
Congolese died of shootings, starvation, or torture. Agents of the Force Publique cut off the
hands of so many Congolese in an effort to terrorize them into harvesting rubber that the
commodity became known as “red rubber.”
The Great Powers turned a blind eye to what Leopold was doing in the Congo. The prospect of
one man controlling an area larger than Europe, however, convinced Bismarck that invasions of
African lands threatened to derail the balance of power in Europe. In 1884, he called an urgent
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conference in Berlin to bring order to the competing imperial claims. Not a single African was
invited to the meeting. The conference validated Africa’s dismemberment, but it did not stop
European rivalries. Italy soon entered the game, annexing parts of Libya and Somalia and,
ruinously, attempting to conquer Ethiopia. By 1905, England had nearly gone to war with France
over a small place in the Sudan, and France and Germany had played a scary game of
brinksmanship over control of Morocco. The lines on the map of Africa that the Berlin conferees
drew still define the boundaries of many African countries. In large measure they ignored
existing geographical, ethnic, and linguistic frontiers. This arbitrary boundary making has caused
conflict among African states and ethnic peoples down to the present.
Other Examples
While the “Scramble for Africa” often receives the bulk of most textbooks’ description of
European conquest in this era, teachers should be careful to make clear that tens of millions of
other peoples were absorbed into the western sphere. In mainland Southeast Asia, France
colonized Vietnam, Cambodia, and Laos; Britain seized Burma. In Indonesia, the Dutch
deepened their control of the interiors of Sumatra, Sarawak, and Bali. In the Philippines and
Guam (and, separately, Hawaii), the US not only declared protectorates after winning the
Spanish-American War of 1898 but administered the colonies much more closely than Spain
had. In Oceania, a dozen countries with naval power snapped up most of the major archipelagos.
In almost all of these cases, the colonizing power began by extending a pre-existing but small
coastal claim deeper into the interior. In each case, too, the motivations for invasions were a
mixture of desire for raw materials and markets, nationalistic pride, strategic goals, and
sometimes genuine, sometimes hypocritical desire to civilize indigenous peoples by bringing
them Christianity, technology, capitalism, and western culture.
There were exceptions to this pattern of conquest. One was the land-based expansion of
countries to swallow up contiguous regions. The United States’ policy of Manifest Destiny drove
it to war with Mexico and indigenous peoples until it had claimed sovereignty over a vast
Atlantic-to-Pacific corridor. Almost at exactly the same moment, Tsarist Russia drove to the
Pacific from the opposite direction, annexing almost all of Inner Eurasia. Brazil became the other
giant land power, cutting its way into the Amazon River basin and establishing a regional capital
at Manaus, 900 miles from the river’s mouth. Amazonia was nearly as large as the continental
United States.
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Very few non-western groups military challenged European armies and won outright victory.
Menelik, the emperor of the Solomonic dynasty of Ethiopia, defeated an Italian army at the battle
of Adowa in 1896 and preserved his country’s sovereignty for another thirty-nine years.
Menelik’s success owed much to his sophisticated knowledge of European politics. He played
off French and British fears of Italian power to gain modern weapons and intelligence.
Menelik’s resistance is best known, but even the most isolated Africans and Asians fought back.
More than twenty-two major wars of resistance broke out during the age of new imperialism.
One of the largest was Emiliano Aguinaldo’s guerilla war against the United States. After using
Aguinaldo as an ally to sever the Philippines from Spain, the US reneged on promises to grant
the islands self-rule. Major revolts broke out among the Asante and Mande in West Africa, the
Berbers of Morocco, the Zulu and Ndebele in South Africa, the mountain tribes of Burma, and
the Pashtuns of Afghanistan and Pakistan. In the face of deadly science, some resistance groups
turned to mysticism in an effort to become invulnerable to bullets. Movements that became
obsessed with puritanical, “cleansing” acts of martial bravery arose in the US among the Sioux
Ghost Dancers, the Boxers in China from 1899 to 1901, and the participants in the Maji Maji
rebellion against the Germans in Tanzania from 1905 to 1908.
Still other Africans opportunistically took advantage of the political chaos roiled by the
“Scramble for Africa” to carve out empires on the periphery of European claims. Samori Ture in
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Sudanic West Africa and Tippu Tip, an Arab operating out of Central to East Africa, unified
previously separate African groups under their command and used western guns and guerilla
tactics to achieve great power, before eventually succumbing to European armies.
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Only one country truly succeeded in throwing off western hegemony – and it did so only by
deliberately tearing down its old political and economic order and replacing it with nearly exact
copies of western models. This was Japan, which the US first forced into signing humiliatingly
unequal trade treaties in 1858. Other countries, including England, France, and Russia soon
followed suit. However, under the Meiji Restoration, a small clique of oligarchs (mostly
samurai), overthrew the 250-year-old Shogunate and established a modern state modeled after
Bismarck’s militaristic administration. Under the Meiji oligarchy (1868-1912) and the mandate
of the compliant emperor Meiji, the Japanese built an industrial complex, as well as a world-
class navy and army, and forced the US and European countries to renegotiate their unequal
treaties on a fairer footing. Japan’s adoption of western models went so far as manufacturing
military uniforms that contained the same number of buttons as that of the uniform of the one-
time French emperor Napoleon III. Predictably, then, Japan itself became an aggressive, ultra-
nationalistic imperial force. It launched and won wars with Korea, China, and Russia, seizing
Taiwan, Korea, and parts of Manchuria and Siberia. Japan’s rout of Russia in 1905 was
particularly important because it shattered the myth of European invincibility against the
“primitive” (read “non-white”) races.
Unintended consequences
Japan’s victory notwithstanding, the struggles during the era of the colonial experience were so
one-sided and savage that the period produced corrosive changes for both conquerors and
conquered. At the start of the Industrial Revolution, the Europeans justified their conquests with
the excuse they were bringing “civilization” to their subjects. Civilization meant a basket of
European gifts that included Protestantism or Roman Catholicism, modern technology, western
medicine, literacy, the concepts of written law and private property, and formal schooling. This
justification was ethnocentric from the start. But on-going resistance deepened western hostility
toward the African or Asian “other.” In “The White Man’s Burden,” British imperialist Rudyard
Kipling reduced Asians to “new-found sullen peoples, half-devil and half-child.” This concept
was put into practice by thousands of usually poor European men who migrated to serve in
colonial administrations and used their power to amass native servants and concubines and to
subordinate them completely along racial lines. Charles Darwin’s theories of evolution – or,
more accurately, the misinterpretation of his theories – helped turn European, Japanese, and
American racism into a license for conquest and violence. Under the pseudo-science of Social
Darwinism, “higher” forms of humans were under a biological imperative to rule, or even
eliminate, lower humans. It should thus come as no surprise that, in 1907, administrators of
German Southwest Africa (Namibia) reacted to a revolt by the Herero nation with the first fully-
documented planned genocide in the twentieth century. Almost 90,000 Herero men were either
shot or deliberately starved to death in concentration camps. (One of the plan’s architects was
Nazi Hermann Göring’s father.) Teddy Roosevelt’s suppression of Philippine rebels was
conducted with equal disregard for morality. It would take only another generation for white men
to turn these practices on each other, and for Winston Churchill to call for dropping gas on Iraqi
Kurdish villages potentially sheltering rebels. “I do not understand this squeamishness about the
use of gas. I am strongly in favor of using poison gas against uncivilized tribes.”1
1
Geoff Simons, Iraq: From Sumer to Sudan (London: St Martin’s Press, 1994), 179-81.
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One story about the new imperialism rarely gets mentioned in most high school textbooks but
might actually have directly affected more people than other events of the period. This story
involves the unintended consequences of colonial interactions. The rapid rewriting of the
economic, political, environmental, and social rules for nearly half the earth could not but
generate unplanned ramifications. Among the most serious were the outbreaks of major famines
that killed tens of millions of Asians and Africans in 1876-79, 1889-91, and 1896-1902. One
theory explaining these famines is that the forced conversion to mono-culture cash crop
economies by European overlords gradually diminished the supply and raised the prices of local
subsistence food. Environmental and market downturns pushed the new economies past the
breaking point.2
The experience of China in the European colonial age is virtually a casebook study in unintended
consequences. The most populous, wealthiest, and probably the most economically active nation
on earth in 1800, China was far too large and complex to be completely annexed into any
European empire. But direct and indirect European, American, and Japanese influences wrought
havoc on the country. The starting point was the British East India Company’s successful
attempt after 1790 to sell lethal quantities of opium to Chinese consumers, despite Qing dynasty
attempts to cut off the trade. China’s humiliating loss in the subsequent First Opium War (1839-
42) directly led to opium consumption, but it had another effect, too. One of the English
Christian missionaries allowed to travel openly in China as a result of the British victory
converted a failed Confucian scholar. That failed scholar would later declare himself a Chinese
Christian messiah – “Jesus’ Chinese Brother” – and lead the Taiping Rebellion against the Qing
(1850-64). Though little covered in the West, the Taiping Rebellion was likely the deadliest civil
war in world history, eventually causing the killing or starvation of twenty to twenty-five million
Chinese people.
Though the Qing dynasty eventually put down the rebellion, the government’s reliance on
western troops fatally weakened its legitimacy among the Chinese and led regional warlords to
establish independent fiefdoms throughout the country. The warlords’ source of income was
opium, which by 1880 was being consumed in China at a rate of 80,000 tons a year. (By
comparison, the world today consumes only about 5,000 tons of opium and heroin.) By the time
the Qing dynasty officially collapsed in 1912, China was in a downward spiral of feudal warfare,
addiction, and corruption. Its population would not regain its 1839 levels of economic
development for a century. Ruled by no foreign government, China succumbed to the new
imperialism. Almost no one on earth escaped its effects.
2
See Mike Davis, Late Victorian Holocausts: El Niño Famines and the Making of the Third World (New York:
Verso, 2001).
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Teachers should watch out for discussions or textbook passages of imperialism that do not
regularly make reference to which century is under discussion. That can be a sign that the
conversation has wandered out of the field of history and slipped into vague notions of “human
nature” or “power.” It is not that human power relationships are not important. Rather, there are
significant differences between, say, the Spanish conquistadors who sought power in the Andes
in the 1530s and European states such as Germany, which used its client state Colombia to wage
war against Bolivia in the 1880s. Germany’s military-dominated state was driven by motivations
(access to nitrate supplies to make gunpowder and fertilizer) that would have seemed alien to the
conquistadors. And the level of power the German navy wielded would have been equally
unimaginable.
If teachers are careful about periodization, however, they can help students become more aware
of chronology, as well as the warp-speed changes that affected Europe and the US since
industrialization. This is especially useful if a teacher has made the decision to teach the history
of a region, such as Latin America, as an independent module. In this kind of case, “colonialism”
can be converted from an oversimplification to a powerful teaching tool.
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Another obvious but difficult-to-avoid issue is collapsing the history of European, American, and
Japanese imperialism into simplistic dualities. This will become instantly apparent if the teacher
hears terms like “good guys” and “bad guys” in the classroom. Contemporary textbooks are
careful to avoid painting all Europeans and Americans as villains. They also do their best in
limited space to draw nuances between the responses of different constituencies in Africa, Asia,
Oceania, and elsewhere. Nevertheless, the prevalence of good-versus-evil themes in movies and
popular media coupled with the concrete thinking of adolescents can flatten the discussion. The
great problem here is that even if Asians, Africans, or Latin Americans are turned into the good
guys (think about movies such as “The Last Samurai”), black-and-white thinking usually puts
Europeans into active and “victorious” roles and consigns indigenous peoples to passive roles of
victims, even if noble ones.
The antidote to this fallacy is also an opportunity. The teacher should work at all times to depict
Africans, Asians, Latin Americans, Europeans, and all others as groups whose members may
have varying attitudes and points of view, rather than stereotyping and homogenizing groups as
being all the same, It will become evident that stereotyping is taking place if the word “they” is
used too frequently. A typical sentence might sound like: “‘They’ didn’t like the Europeans
because they took away their land.” In fact, the members of groups facing European conquest
almost invariably had conflicting and ambivalent attitudes about the best way to respond.
Teachers can combat the disease of “they” by emphasizing the myriad ways in which different
groups tried to resist exploitation by opposing it or shaping it to fit their needs. In Japan, for
example, the Samurai used the arrival of Americans and Europeans as a catalyst for
overthrowing feudal domination and establishing a centralized oligarchy (with themselves as a
modern elite). At virtually the same time, the militarily weak monarchy of Thailand under King
Chungalongkorn wooed Europeans in order to gain an edge over its traditional noble rivals. In
China poorer castes such as the Hakka (the ethnic group which formed the backbone of the
Taiping Rebellion) seized on missionary Protestantism to revolt against traditional Confucian
elites. In what is now Ethiopia, Menelik rallied the population to fight the Italians as mortal
enemies, despite the fact that both sides professed Christianity.
Making distinctions such as these provide good teaching tools. They help students see the
complexity of human relations in other regions and eras. Simultaneously, students will broaden
their perspective about historical decision-making. It might be glorious, as Pancho Villa said, to
choose to “die on one’s feet [rather] than live on one’s knees.” But it is good to help students
understand that those are not always the only two options. At the least, they will gain greater
respect for those who chose to resist imperialism in ways other than by suicidal charges on the
battlefield.
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Lesson 1
How Big was the New Imperialism?
Introduction
In order to approach the topic of the colonial experience during the new imperialism, students
need to gain an understanding of the immense scope of the change. Therefore, the question for
the first lesson is: how important was the imperial age, in terms of both size and effect? The
cognitive objective is to define the topic of the unit, and the affective objective is to open
imaginations and spur curiosity, so that the students leave the lesson thinking, “Wow, how could
that happen?”
Activities
As with all the lessons in this unit, we outline a number of activities for the teacher to choose
from. Some of these may overlap in content.
1. Motivator: Students take a short survey that lists some amazing facts about imperialism
(Student Handout 1.1 – True or False? or Rate Believability). These can be presented as a
True/False quiz, or the instructions may be to rate the statements according to their
believability, e.g.:
1 means “This makes sense.”
2 means “This seems possible.”
3 means “This is unlikely.”
4 means “This seems impossible.”
Teacher Key: All of the statements are true.
2. Motivator: Ask students to brainstorm what John Wilson might have meant by his
statement made about 1829 and often paraphrased as: “The sun never sets on the British
Empire.” Examine a map of the British empire about 1914 to verify if his observation is
accurate for that period.
3. Quantify the geographic extent of imperial expansion. See Student Handout 1.2
(Percentage of Land Areas of Five Major Regions Controlled by European Powers and
the United States in 1900) and Student Handout 1.3 (Population of Colonies Controlled
by Certain European Countries in 1939). Form groups, ask each group to discuss the data
in the two tables, then devise pie charts or bar graphs to display the data.
4. Many standard texts and Internet sites have good political maps of Africa and Asia that
show the extent of European control of territories within these two regions before (about
1875) and after (about 1914) the imperial expansion of the late nineteenth and early
twentieth centuries. Introduce these maps to the class. Ask students to consider these
questions:
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How would you go about estimating the extent of change in European or United
States rule of territories in Africa and Asia between 1875 and 1914?
How many of today’s states or the territories in which these states now exist were
under European or United States rule in 1914? List and count them.
What states in Africa and Asia can you identify that did not fall under European or
United States control during those thirty-nine years? (Teacher key: Notably
Liberia, Ethiopia, Thailand, China [with qualifications], and Japan.)
Should Canada, Australia, and New Zealand be regarded as European colonies in
1914? (Teacher key: By this year all three territories enjoyed full self-
government but continued to recognize the British monarch as their head of
state, as they do today.)
What overseas territories did Japan acquire as colonies between 1875 and 1914?
5. Divide the class into groups to study the charts, quotations, and images in the Student
Handouts, including Student Handout 1.4 (Quotations on How Life Changed) and
Student Handout 1.5 (Images of How Life Changed). Divide the class into groups and ask
them to brainstorm the impact of the age of imperialism with reference to these resources.
Assessment
In a written homework assignment, students write a paragraph in which they:
1. Choose and explain three facts that most surprise them about the scope of the imperial
conquests of this era.
2. Form a hypothesis about the causes of these conquests.
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Lesson 1
Student Handout 1.1—True or False? or Rate Believability
___A British army faced a Sudanese army twice its size. The British won the battle, losing only
48 men while killing 10,000.
___The King of Belgium ran a private rubber-collecting company in the Congo that secretly
killed 8 million people.
___England ruled India by committing only one soldier per 10,000 Indian subjects.
___Three out of ten people in southern China became addicted to opium as a result of British
merchants illegally shipping it there from India.
___British railway builders in East Africa provoked the biggest killing spree by lions in history:
two lions killed 135 men.
___The British Customs Department grew an impenetrable hedge across India to prevent the
smuggling of salt. This hedge, made mostly of thorny bushes, was from ten to fourteen feet
high and from six to twelve feet deep. It stretched 2,504 miles and was guarded by nearly
12,000 men.
___The biggest holes in the world were dug by hand in South Africa. One was over 2.5 miles
wide and 720 feet deep. It yielded thousands of pounds of diamonds.
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Lesson 1
Student Handout 1.2—Percentage of Land Areas of Five Major Regions
Controlled by European Powers and the United States in 1900
Source: Alexander Supan, Die territoriale Entwicklung der Europaischen Kolonien (Gotha: Perthes, 1906), 254.
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Lesson 1
Student Handout 1.3—Population of Colonies Controlled by Certain European
Countries in 1939
Source: Mary Evelyn Townsend, European Colonial Expansion since 1871 (Chicago: Lippincott, 1941), 19.
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Lesson 1
Student Handout 1.4—Quotations on How Life Changed
Document A.
Statement by Chief Kabongo, born in the 1870s, as told to Richard St. Barbe Baker in the
1950s
Something has taken away the meaning of our lives; it has taken the full days, the good work in
the sunshine, the dancing and the song; it has taken away laughter and the joy of living; the
kinship and the love within a family; above all, it has taken from us the wise way of our living in
which our lives from birth to death were dedicated to Ngai, supreme of all, and which, with our
system of age groups and our Councils, insured for all our people a life of responsibility and
goodness. Something has taken away our belief in our Ngai and in the goodness of men. And
there is not enough land on which to feed.
These good things of the days when we were happy and strong have been taken, and now we
have many laws and many clothes, and men dispute among themselves and have no love. There
is discontent and argument and violence and hate, and a vying with each other for power. And
men seem to care more for disputes about ideas than for the fullness of life where all work and
live for all.
The young men are learning new ways, the children make marks which they call writing, but
they forget their own language and customs, they know not the laws of their people, and they do
not pray to Ngai. They ride fast in motorcars, they work fire-sticks that kill, they make music
from a box. But they have no land and no food and they have lost laughter.
Source: Richard St. Barbe Baker, Kabongo: The Story of a Kikuyu Chief (Wheatley, UK: George Ronald, 1955),
126.
How does Chief Kabongo characterize the differences regarding life in Kenya between the days
before British conquest and the 1950s? What words and phrases does Kabongo use to express his
emotions and attitudes regarding the changes? [Common Core State Standards, 9-10, Determine
the meaning of words and phrases as they are used in a text.] Might a teenager growing up in
Kenya in the 1950s have had a different view? In what ways?
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Document B.
Historian Ian Whyte on some ecological consequences of imperialism
At a global scale, the most significant change in the late nineteenth and early twentieth centuries
was the tremendous expansion of cultivable land at the expense of natural ecosystems. It has
been estimated that, from 1860 to 1920, 432 million hectares (1,069 million a) of land worldwide
was taken into cultivation. Even in India, already well populated and exploited when the British
arrived, colonial rule led to the large-scale conversion of grassland and forest to arable land, and
instead of intensifying production on the existing acreage, the cultivated area was expanded.
Colonial administrators were also prone to write off indigenous systems of cultivation and other
forms of land management as inefficient and wasteful, rather than ecologically balanced. In
central India, slash-and-burn agriculture and the grazing of cattle in the teak forests were seen as
backward practices by administrators who wanted a sedentary, controlled peasantry. In humid
tropical areas, slash-and-burn agriculture was suited to an environment in which the vegetation
had a higher nutrient capital than the soil. In India, however, colonial officials saw the system as
wasteful and destructive of the forests, a basically disorderly system. Shifting agriculture was
made illegal and the forests were reserved as a state resource. New systems of agriculture had to
be developed with permanent fields and ever-shorter periods of fallow, which led to declining
yields and erosion. In traditional Indian society, hunting, whether at the aristocratic or the
subsistence level, had been carefully controlled. British attitudes, deriving from a country in
which large predators had long been exterminated, were to try to eliminate wolves, wild dogs,
and big cats systematically in order to protect the local population. The removal of the predators
disrupted local food chains and caused an upsurge in the population of herbivores such as deer,
until they, too, began to be shot for sport on a large scale.
As had occurred in the Caribbean in the seventeenth and eighteenth centuries, plantation
agriculture expanded rapidly in many parts of Asia in the nineteenth century, transforming the
landscape. In India the crucial date was 1833, when the East India Company’s new charter
allowed foreigners to own rural land. Tea began to be cultivated in Assam and Sikkim from the
1830s. By 1900, there were 764 tea plantations in Assam, producing 66 million kg (145 million
lb) of tea a year for export. At the end of the nineteenth century, rubber provided an equally
profitable crop in Ceylon, Singapore, and especially Malaya.
Source: Ian D. Whyte, Landscape and History since 1500 (Chicago: University of Chicago Press, 2004), 147-8.
How would you describe Ian Whyte’s point of view regarding environmental change in Asia
under colonial rule? [Common Core State Standards, 11-12, Evaluate an author’s premises,
claims, and evidence.]
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Lesson 1
Student Handout 1.5—Images on How Life Changed
A. Warfare
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B. Cities
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C. Labor
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D. Architecture
Rani Mahal Palace in Uttar Pradesh (India), built in the eighteenth century.
It was the residence of Queen Lakshmibai of Jhansi. She fought against the British in the
Great Indian Rebellion of 1857-58
Source: Uttar Pradesh Tourism, http://uttarpradeshtourism.wordpress.com/tag/jhansi-tourist-spots/
The Koti Residency in Hyderabad, India. James Kirkpatrick, the British Resident
(Governor) in Hyderabad, undertook construction in 1803.
Source: Curzon Collection, Views of HH the Nizam’s Dominions, Hyderabad, Deccan, 1892,
Wikimedia Commons, http://commons.wikimedia.org/wiki/File:Chaderghat_residency.jpg
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Warfare:
How do the two images express changes in military culture, attitudes, and fighting methods in
Japan between the nineteenth and early twentieth centuries?
Cities:
What do the two images suggest about changes in urban life and economy in Bombay (Mumbai)
between 1731 and 1890?
Labor:
What do you think the two images tell us about change in economy and labor methods in India in
the 1870s and 1880s?
Architecture:
Can you identify in what specific ways these two buildings, one the palace of an Indian queen,
the other the residency of a British governor, look different from each other? What do you think
might have been the cultural sources of the architectural ideas and concepts applied in building
these two structures?
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Lesson 2
What Caused the New Imperialism?
Introduction
This lesson asks why European imperialism took such a giant leap during this period. Students
consider multiple causes and how they may relate to each other. Economic causes include the
search for raw materials to supply Europe’s new industries, the use of cheap labor to extract
these raw materials, and the hunger to continually expand markets. Economic and strategic
military rivalry among the European states added fuel to the fire, while a range of motivations
and justifications, from altruistic missionary work to Social Darwinism, are additional causative
factors for students to consider.
Activities
1. After reading about the economic causes of industrial imperialism, have students consider
the Hungry Bird cartoon (Student Handout 2.1). What do the chicks symbolize? What is
the mother bird searching for? Students can draw additional symbols on the cartoon to
illustrate their answers to these questions. Does this cartoon sufficiently explain industrial
imperialism?
2. Have students read primary sources that illuminate the multiple causes of industrial
imperialism. Make sure to include sources that illustrate economic, political,
military/strategic, nationalist, humanitarian, and Social Darwinist or racist rationales.
(For these last rationales, the standard sources often quoted in textbooks and readily
available on the web include Rudyard Kipling’s “The White Man’s Burden” and Karl
Pearson’s lecture, “National Life from the Standpoint of Science.” Both of these are
powerful documents and worth excerpting for close study in class.)
Other, less standard primary sources are excerpted in Student Handout 2.2 (Primary
Sources on the Causes of Industrial Imperialism).
3. Have students debate which causal explanation best fits the facts about what the imperial
powers actually did. Alternatively, students may hold a model European parliament to
debate the pros and cons of industrial imperialism.
Assessment
Ask students to draw their own political cartoons expressing their views about what caused
industrial imperialism. They should attach a written explanation of the elements in their cartoon.
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Lesson 2
Student Handout 2.1—The “Hungry Bird” Model of Industrial Imperialism
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Lesson 2
Student Handout 2.2—Primary Sources on the Causes of Industrial Imperialism
Document A.
An excerpt from a speech that Jules Ferry, Premier of France, delivered before the French
National Assembly, July 28, 1883
In the area of economics, I allow myself to place before you, with the support of some figures,
the considerations which justify a policy of colonial expansion from the point of view of that
need, felt more and more strongly by the industrial populations of Europe and particularly those
of our own rich and hard working country: the need for export markets. Is this some kind of
chimera? Is this a view of the future or is it not rather a pressing need, and, we could say, the cry
of our industrial population? I will formulate only in a general way what each of you, in the
different parts of France, is in a position to confirm. Yes, what is lacking for our great industry,
drawn irrevocably on to the path of exportation by the (free trade) treaties of 1860, what it lacks
more and more is export markets. Why? Because next door to us Germany is surrounded by
barriers, because beyond the ocean, the United States of America has become protectionist,
protectionist in the most extreme sense, because not only have these great markets, I will not say
closed but shrunk, and thus become more difficult of access for our industrial products, but also
these great states are beginning to pour products not seen heretofore into our own markets. …
At this time, as you know, a warship cannot carry more than fourteen days’ worth of coal, no
matter how perfectly it is organized, and a ship which is out of coal is a derelict on the surface of
the sea, abandoned to the first person who comes along. Thence the necessity of having on the
oceans provision stations, shelters, ports for defense and revictualling. (Applause at the center
and left. Various interruptions.) And it is for this that we needed Tunisia, for this that we needed
Saigon and the Mekong Delta, for this that we need Madagascar, that we are at Diego-Suarez and
Vohemar and will never leave them! (Applause from a great number of benches.) Gentlemen, in
Europe as it is today, in this competition of so many rivals which we see growing around us,
some by perfecting their military or maritime forces, others by the prodigious development of an
ever growing population; in a Europe, or rather in a universe of this sort, a policy of peaceful
seclusion or abstention is simply the highway to decadence! Nations are great in our times only
by means of the activities which they develop; it is not simply “by the peaceful shining forth of
institutions” (Interruptions and laughter on the left and right) that they are great at this hour. …
Source: Alfred J. Andrea and James H. Overfield, The Human Record: Sources of Global History, 7th ed., Vol. II:
Since 1500 (Boston: Wadsworth, Cengage Learning, 2012), 295-7.
What are Jules Ferry’s fundamental arguments in favor of imperial expansion? [Common Core
State Standards, 9-10, Determine the central ideas or information of a primary or secondary
source.]
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Document B.
French economist Charles Gide writing in 1885
If we consider particularly the case of France the arguments of the adversaries of a colonial
policy take on a special force.
First, regarding emigration, France has no one to spare. Its population is sparse and grows so
slowly that it is only foreign immigration that will fill the country.
France … has no merchandise to export. French industry specializes in making expensive and
high quality, even luxury goods. It is not for selling to the Indochinese who live on a fistful of
rice, nor for the Blacks in the Congo who dress in a swatch of cotton cloth …
The profit that the inhabitants of a country make from founding colonies thus appears uncertain;
the profit that the State could make appears even more problematic. This [revenue to the State]
… is the goal that states pursue when setting up colonies, but experience teaches them that this is
a mirage. Everywhere, it is the [capital] that pays dividends to its colonies.
Source: Bonnie Smith, Imperialism: A History in Documents (Oxford: Oxford UP, 2000), 60-1.
Do Gide’s views on imperial expansion differ from Ferry’s (Document A)? If so, in what ways?
How does Gide support the argument that the French economy will not benefit from imperial
expansion? [Common Core State Standards, 9-12, Assess the extent to which the reasoning and
evidence in a text support the author’s claims.]
Document C.
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John A. Hobson, a British economist and writer, published Imperialism: A Study in 1902.
Below is an excerpt from that book.
Although the new Imperialism has been bad business for the nation, it has been good business
for certain classes and certain trades within the nation. The vast expenditure on armaments, the
costly wars, the grave risks and embarrassments of foreign policy, the stoppage of political and
social reforms within Great Britain, though fraught with great injury to the nation, have served
well the present business interests of certain industries and professions. …
If the £60,000,000 which may now be taken as a minimum expenditure on armaments in time of
peace were subjected to a close analysis, most of it would be traced directly to the tills of certain
big firms engaged in building warships and transports, equipping and coaling them,
manufacturing guns, rifles, and ammunition, supplying horses, wagons, saddlery, food, clothing
for the services, contracting for barracks, and for other large irregular needs. Through these main
channels the millions flow to feed many subsidiary trades, most of which are quite aware that
they are engaged in executing contracts for the services. Here we have an important nucleus of
commercial Imperialism. Some of these trades, especially the shipbuilding, boiler-making, and
gun and ammunition making trades, are conducted by large firms with immense capital, whose
heads are well aware of the uses of political influence for trade purposes.
These men are Imperialists by conviction; a pitiful policy is good for them. With them stand the
great manufacturers for export trade, who gain a living by supplying the real or artificial wants of
the new countries we annex or open up. Manchester, Sheffield, Birmingham, to name three
representative cases, are full of firms which compete in pushing textiles and hardware, engines,
tools, machinery, spirits, guns, upon new markets. The public debts which ripen in our colonies,
and in foreign countries that come under our protectorate or influence, are largely loaned in the
shape of rails, engines, guns, and other materials of civilization made and sent out by British
firms. The making of railways, canals, and other public works, the establishment of factories, the
development of mines, the improvement of agriculture in new countries, stimulate a definite
interest in important manufacturing industries which feeds a very firm imperialist faith in their
owners.
The proportion which such trade bears to the total industry of Great Britain is very small, but
some of it is extremely influential and able to make a definite impression upon politics, through
chambers of commerce, Parliamentary representatives, and semi-political, semi-commercial
bodies like the Imperial South African Association or the China League. …
Source: John Atkinson Hobson, Imperialism: A Study (London: George Allen and Unwin, 1961), 46-50.
Compare the views of Hobson, Ferry, and Gide on imperial expansion. How does Gide’s critique
of French imperialism differ from Hobson’s views on British imperialism? [Common Core State
Standards, 9-12, Compare the point of view of two or more authors for how they treat the same
or similar topics.]
Document D.
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A letter from British missionary John G. Paton urging annexation of the New Hebrides
Islands (1883).
The thirteen islands of this group on which life and property are now comparatively safe, the
8,000 professed Christians on the group, and all the churches formed from among them are, by
God’s blessing, the fruits of the labors of British missionaries, who, at great toil, expense, and
loss of life have translated, got printed, and taught the natives to read the Bible in part or in
whole in nine different languages of this group, while 70,000 at least are longing and ready for
the gospel. On this group twenty-one members of the mission families died or were murdered by
the savages in beginning God’s work among them, not including good Bishop Peterson, of the
Melanesian mission, and we fear all this good work would be lost if the New Hebrides fall into
other than British hands.
For the above reasons, and others that might be given, we sincerely hope and pray that you will
do all possible to get Victoria and the other colonial governments to help and unite in urging
Great Britain at once to take possession of the New Hebrides group. Whether looked at in the
interests of humanity, or of Christianity, or commercially, or politically, [surely] it is most
desirable that they should at once be British possessions.
Source: Accounts and Papers 1883 (London: HMSO, 1883), Vol. 47, 29-30. Internet Modern History Sourcebook,
http://www.fordham.edu/halsall/mod/1883hebrides.html.
How do John Paton’s arguments for British imperial expansion differ from those of Jules Ferry’s
advocacy of French expansion? [Common Core State Standards, 9-12, Compare the point of
view of two or more authors for how they treat the same or similar topics.]
Document E.
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Cecil Rhodes, the late nineteenth-century diamond magnate and prime minister of the
Cape Colony in South Africa, on the subject of British imperialism. This selection comes
from a “confession of faith” that Rhodes wrote while he was a young student at Oxford
University.
It often strikes a man to inquire what is the chief good in life; to one the thought comes that it is a
happy marriage, to another great wealth, and as each seizes on his idea, for that he more or less
works for the rest of his existence. To myself thinking over the same question the wish came to
render myself useful to my country. I then asked myself how could I and after reviewing the
various methods I have felt that at the present day we are actually limiting our children and
perhaps bringing into the world half the human beings we might owing to the lack of country for
them to inhabit than if we had retained America there would at this moment be millions more of
English living. I contend that we are the finest race in the world and that the more of the world
we inhabit the better it is for the human race. Just fancy those parts that are at present inhabited
by the most despicable specimens of human beings, what an alteration there would be if they
were brought under Anglo-Saxon influence, look again at the extra employment a new country
added to our dominions gives. I contend that every acre added to our territory means in the future
birth to some more of the English race who otherwise would not be brought into existence.
Added to this the absorption of the greater portion of the world under our rule simply means the
end of all wars, at this moment had we not lost America I believe we could have stopped the
Russian-Turkish war by merely refusing money and supplies. …
In the present day I become a member of the Masonic order. I see the wealth and power they
possess, the influence they hold and I think over their ceremonies and I wonder that a large body
of men can devote themselves to what at times appear the most ridiculous and absurd rites
without an object and without an end.
The idea gleaming and dancing before one’s eyes like a will-of-the-wisp at last frames itself into
a plan. Why should we not form a secret society with but one object: the furtherance of the
British Empire and the bringing of the whole uncivilized world under British rule, for the
recovery of the United States, for the making the Anglo-Saxon race but one Empire? What a
dream, but yet it is probable, it is possible. …
Source: William H. Worger, Nancy L. Clark, and Edward A. Alpers, eds. Africa and the West: A Documentary
History, vol. 1: From the Slave Trade to Conquest, 1441-1905 (Oxford: Oxford UP, 2010), 221-2.
What words and phrases in this selection suggest the influence of nineteenth-century European
racial ideology on Rhodes’s thinking? [Common Core State Standards, 11-12, Evaluate an
author’s premises, claims, and evidence by corroborating or challenging them with other
information.]
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Lesson 3
What Changed Over Time?
The Delta Chart
Introduction
To look beyond the maps, statistics, speeches, and treaties, this lesson asks students to examine
the impact of industrial imperialism on the daily lives of ordinary people. This lesson is designed
particularly for students who are assigned to read Chinua Achebe’s Things Fall Apart or other
work of fiction or non-fiction that addresses the ways in which the coming of European,
American, or Japanese rulers in the late nineteenth century changed the lives of individuals and
families.
Activities
1. Have students create illustrations of change over time for particular individuals or groups,
based on Things Fall Apart or other detailed source material. Describe change over time
through a before-and-after format, which may be as simple as a chart or as complex as a
museum exhibit or diorama. See Student Handouts 3.1 (Industrial Imperialism Economic
Effects Sheet) and 3.2 (Delta Project for High Schoolers).
2. After filling out the chart, have students write a story, song, or poem from the point of
view of a character, family, or other local group in Things Fall Apart or other resource
that lived through the colonial experience. Have a mock campfire in the classroom for the
sharing of these stories, songs, and poems. (You can make a mock campfire with a
flashlight or a candle, and some logs. Turn off the light and sit in a circle around the fire.)
Have the students take turns presenting their work.
Lesson 3
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Why? ______________________________
Why? ______________________________
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Lesson 3
Student Handout 3.2—Delta Project for High Schoolers
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Lesson 4
Resist or Collaborate?
Introduction
Making a decision gets much easier if you already know its outcome. But that is not the way
people made decisions in history, or now.
This lesson in historical decision making is designed to present students with a taste of the kinds
of pressure leaders around the world faced as they struggled to respond to the arrival of
Europeans. Roughly reproduced in Student Handout 4.1 is the standard Royal Niger Company
treaty. When agents of the British-based mercantile company began moving up the Niger River
in the 1880s, they carried with them copies of this contract, complete with underlined blank areas
for local rulers to mark their “X” and cede trading and property rights to the company. The land
under the company’s contracts would ultimately form the skeleton of the modern country of
Nigeria.
In this lesson, students may play leaders asked to sign this document. Inform students that, in
their roles, they would most likely not be able to read or write in any language, as most of the
peoples of the Niger River basin were non-literate prior to European arrival. In any case, they
would not have understood English.
Not knowing the content of a document, or even the meaning of a written legal contract, does not
make the students dumb or ignorant, any more than it made the peoples of the Niger. In
discussion, encourage students to make educated guesses about the intent of the Europeans as
well as the possible costs and benefits of collaboration versus those of resistance. In the end, they
will have to decide how to respond to the Niger Company.
Students will not agree on a single response. They may also decide that all possible responses are
likely to produce negative results. And it is possible that some students may concoct very
involved schemes of outward collaboration but secret resistance.
These results will produce grist for the teaching mill. All those reactions occurred in the Niger
River basin in the nineteenth century. After students have had their debates and made their
decisions, tell them how their reactions echoed reality. By that time, they will have gained a
richer understanding of the difficulty of organized resistance and the ambiguity of apparent
collaboration.
Activities
1. Have students take turns reading Student Handout 4 (Standard Treaty of the Royal Niger
Company). They should read it out loud, paragraph by paragraph, paraphrasing and
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commenting along the way, to make sure that the stark terms are clear. The contract is a
great discussion starter: why would the chiefs sign this contract? What do they lose and
what do they gain? What situation is implied by the fill-in-the-blank format and the
interpreter’s declaration? This contract is worth explicating thoroughly so that it can form
a baseline for discussing all of the other examples of collaboration and resistance in this
lesson.
2. Have different students, or groups of students, use library and Internet sources to
investigate different examples of African resistance. Explore the circumstances and forms
of resistance and the consequences of the effort. Examples of figures for research are:
Samori Ture, Muslim empire builder and leader of nearly two decades of resistance
against French invasion in West Africa (1882-1898).
A leader of the Maji-Maji rebellion against German rule in East Africa (1905-1906)
A fighter in the resistance of the Mahdiyya (Muslim state founded by the Mahdi in
the Sudan) against British and Egyptian invaders (1898).
Emperor Menelik II, who fought the Italian invasion of Ethiopia (1898)
3. Have a meeting of African leaders or fighters in which students play the role of a
character investigated in Activity 2. Ask students to share their knowledge as they
discuss: Should we resist? Why and how? What are our chances of success?
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Lesson 4
Student Handout 4—Standard Treaty of the Royal Niger Company
We, the undersigned Chiefs of __________, with the view to the bettering of the condition of our
country and people, do this day cede to the Royal Niger Company, forever, the whole of our
territory extending from _______.
We also give to the said Royal Niger Company full power to settle all native disputes arising
from any cause whatever, and we pledge ourselves not to enter into any war with other tribes
without the sanction of the said Royal Niger Company.
We understand that the said Royal Niger Company have full power to mine, farm, and build in
any portion of our country.
We find ourselves not to have any intercourse with strangers or foreigners except through the
said Royal Niger Company.
In consideration of the foregoing, the said Royal Niger Company (Chartered and Limited) bind
themselves not to interfere with any of the native laws or customs of the country, consistently
with the maintenance of order and good government.
The said Royal Niger Company agree to pay native owners of land a reasonable amount for any
portion they may require. …
The said Royal Niger Company also agree to pay the said Chiefs ___ measures native value.
We, the undersigned witnesses, do hereby solemnly declare that the ___ Chiefs whose names are
placed opposite their respective crosses have in our presence affixed their crosses of their own
free will and consent, and that the said ____ has in our presence affixed his signature.
Declaration by Interpreter:
I, ___, of ____, do hereby solemnly declare that I am well acquainted with the language of the
country, and that on the ____ day of ____, 188___, I truly and faithfully explained the above
Agreement to all the Chiefs present, and that they understood its meaning.
Source: Alfred J. Andrea and James H. Overfield, The Human Record: Sources of Global History, Vol. II: Since
1500 (Boston: Houghton Mifflin), 312.
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Lesson 5
Culminating Activity
Introduction
These are two possible ways to end the unit, both of which involve research and role-playing.
Activities
Each narrative should explain in detail how this person’s life has been affected by this
product. The narratives can be expressed in a letter, a journal, a song, etc.
Student Handout 5.1 (Commodity Assignment) can be used to grade this activity.
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Make sure that each student has an actual historical character to research and portray in
the meeting. Many possible characters have been mentioned in this unit, and many more
can be found in the list of resources at the end. The characters do not necessarily need to
have lived in exactly the year 1914.
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Lesson 5
Student Handout 5.1—Commodity Assignment
Creativity addition 50
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Lesson 5
Student Handout 5.2—Meeting of the Minds
Our class is going to travel back in time to 1914 and take on the identities of major world figures
outside of the United States and western Europe. In this Meeting of the Minds we will discuss the
fate of our regions and the impact of industrial imperialism on our philosophies and goals.
This role-play will be graded. But only a part of your grade will be an opening statement –
something you prepare beforehand. The lion’s share of evaluation will come from how you find
similarities and differences with other figures in the class. So, in order for you to do very well in
this role-play, you will have to communicate with at least one other person in the class and learn
about his or her character.
3. Use creative props and costumes. (Recognition goes to capturing the “style” of your
character as much as the dress of your character.)
What philosophy in play in the early 1900s should be used to govern your society?
Capitalist democracy? Nationalism? Religion? Social Darwinism? Communism?
Is the West best? That is to say, is the western way of political nation-states, modern
science, individual rights, and capitalism the best way to organize your government,
society, and economy?
What are the roles of both working and elite women in your society? What should
those roles be?
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5. After the meeting, write a 1-2 page summary explaining at least one point of agreement
with another character in the meeting, and one point of disagreement. Explain why these
characters agreed or disagreed with you.
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The age of industrial imperialism sent Europeans and Americans across the
globe in search of raw materials, cash crops, and even bird dung (guano). How
did this search for materials to create new forms of production and wealth
reshape the environments of regions outside of Europe and the United States?
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Resources
Resources for teachers
Achebe, Chinua. Things Fall Apart. New York: Anchor Books, 1959. Although this book is
fiction, it presents a vivid picture of a functioning pre-European West African society, as
well as of the dilemmas that an African community faced when Europeans began to
arrive.
Bayly, C. A. The Birth of the Modern World, 1780-1914: Global Connections and Comparisons.
Malden, MA: Blackwell, 2004. Later chapters of this dense, learned, and insightful book
address the decades of the New Imperialism.
Brysac, Shaheen Blair and Karl E. Meyer. Kingmakers: The Invention of the Modern Middle
East. New York: W. W. Norton, 2008. Contains portraits of British imperialists like
Churchill and Bell, who drew the post-World War I map of the Middle East.
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Carey, Peter. True History of the Kelly Gang. New York: Knopf, 2001. Sticks closely to the
astonishing facts of the Irish criminal gang that flourished in the late imperial period and
embodied the Irish-Australian underbelly of British world dominance.
Escherik, Joseph W. The Origins of the Boxer Uprising. Berkeley: University of California
Press, 1988. A difficult scholarly work that rewards the careful reader with superb
anecdotes about the culture of the “Righteous Fists of Harmony.”
Ferguson, Niall. Empire: The Rise and Demise of the British World Order and the Lessons for
Global Power. New York: Basic Books, 2003. A lively history of the British empire by
an enthusiastic supporter of that empire. Ferguson hopes that the United States will
benevolently govern the world as Great Britain once did. Yet he does not whitewash the
ugly side of the empire. Short and informative.
Fukuzawa, Yukichi. The Autobiography of Yukichi Fukuzawa, trans. E. Kiyooka. New York:
Columbia UP, 2007. The memoirs of the remarkable Samurai who adopted the West and
brought it to life in Japan in dozens of ways, including founding the great Keio
University.
Ghosh, Amitav. A Sea of Poppies. New York: Farrar, Straus, and Giroux, 2008. First in a trilogy
about the opium trade by the great Bengali novelist. It describes the process of industrial
opium production, consumption, and labor exploitation in vivid and sometimes terrifying
detail.
Golden, Arthur. Memoirs of a Geisha. New York: Knopf, 1997. Romance about a young geisha
in love with a former samurai who is a high-ranking official in the new Japan. Soapy but
written for a popular audience and a lens for seeing Japan’s imperial growth.
Headrick, Daniel R. The Tools of Empire: Technology and European Imperialism in the
Nineteenth Century. New York: Oxford UP, 1981. A relatively short and lively study of
the technological foundations of Western power.
Hobsbawm, Eric. Industry and Empire. Harmondsworth, UK: Penguin Books, 1969. Takes
Lenin’s theory that industrial capitalism requires imperialism for new markets and filters
it through the pen of a trained historian.
Hochschild, Adam. King Leopold’s Ghost. Boston: Houghton Mifflin, 1998. One of the greatest
undertold stories in history. Hochschild details how the hunt for ivory and rubber in
Africa, Western Europe’s toxic mix of racism and Social Darwinism, and the greed of
one of the most evil men in history killed millions in the Congo in the late nineteenth and
early twentieth centuries. A mandatory story for understanding capitalism, imperialism,
Africa, and the modern world.
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Howell, Georgina. Gertrude Bell: Queen of the Desert, Shaper of Nations. New York: Farrar,
Straus, and Giroux, 2007. Portrait of one of the most fascinating and well-meaning
imperialists of the era: the British woman who contributed greatly to the birth of modern
Iraq.
Hughes, Robert. The Fatal Shore. London: Harvill Press, 1996. Epic-length history of
Australia’s transformation from a penal colony to a continent-sized country populated
mainly by people of European descent.
Marx, Karl. Capital: A Critique of Political Economy, trans. Ben Fowkes. New York: Vintage
Books, 1977. It is unrealistic to read the whole thing, but Chapters 26-31 of Volume I are
an entire world history in about 50 pages. Chapter 31 explains in Marx’s terms how the
Opium War fits into the expansion of capital.
Meyer, Karl. The Dust of Empire: The Race for Mastery in the Asian Heartland. New York:
Public Affairs, 2004. An overview of the first “cold war,” the great game between the
British and Russian empires to rule the Asian heartland.
Mintz, Sydney. Sweetness and Power: The Place of Sugar in Modern History. New York:
Penguin Books, 1986. Seminal work that laid the groundwork for current research on the
history of particular commodities. He argues convincingly that the British sugar industry
shaped the industrial revolution and industrial workers as much as any other force.
Pakenham, Thomas. Like Lions They Fought: The Zulu War and the Last Black Empire in South
Africa. New York: Free Press, 1988. Long, old-style history of African resistance
movements.
________. The Scramble for Africa: 1876-1912. New York: Random House, 1991. A history of
the events leading to the Congress of Berlin in 1881, and the struggle for pieces of the
“great African cake.”
Pomeranz, Kenneth and Steven Topik. The World that Trade Created: Society, Culture, and the
World Economy, 1400 to the Present. Armonk, NY: M. E. Sharpe, 2006. Dense, short-
hand history of dozens of commodities and how they lay behind many of the most
important political events in history.
Ravina, Mark. The Last Samurai: The Life and Battles of Saigo Takamori. Hoboken, NJ: John
Wiley, 2004. Serpentine biography of Saigo Takamori, the samurai-hero of the Meiji
Restoration and also leader of the last samurai rebellion in Japanese history. Essential to
understanding the transformation of nineteenth-century Japan.
Skaggs, Jimmy. The Great Guano Rush: Entrepreneurs and American Overseas Expansion. New
York: St Martin’s Press, 1994. Before Fritz Haber achieved the synthesis of ammonia, the
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growing population of an industrialized world faced a severe fertilizer shortage. The dung
of birds and bats was the first answer.
Smith, Bonnie. Imperialism: A History in Documents. Oxford: Oxford UP, 2000. Besides the
most important works (e.g., “The White Man’s Burden”), it compiles fascinating and rare
artifacts, pictures, posters, poems, and works from every perspective of the imperialist
endeavor.
Spence, Jonathan. God’s Chinese Son: The Taiping Heavenly Kingdom of Hong Xiuquan. New
York: W. W. Norton, 1996. History of the Taiping Rebellion, second bloodiest war of all
time (after World War II), fought between followers of a Chinese Christian who claimed
to be the son of God and a Chinese dynasty in league with European and American
imperialists eager to claim China for themselves.
Yergin, Daniel. The Prize: The Epic Quest for Oil, Money, and Power. New York: Simon and
Schuster, 1991. Pulitzer-prize winning history of the most important energy source of the
modern world: oil.
Zoellner, Tom. The Heartless Stone: A Journey through the World of Diamonds, Deceit, and
Desire. New York: St Martin’s Press, 2006. A history of diamonds, starting with the epic
hubris of Cecil Rhodes, the man who seized one-eighth of Africa.
Huntington, Samuel. Clash of Civilizations and the Remaking of World Order. New York: Simon
and Schuster, 1996.
Lewis, Bernard. What Went Wrong? Western Impact and Middle Eastern Response. Oxford:
Oxford UP, 2002.
Sale, Kirkpatrick. The Conquest of Paradise: Christopher Columbus and the Columbian Legacy.
New York: Plume, 1991.
Ghosh, Amitav. A Sea of Poppies. New York: Farrar, Straus, and Giroux, 2008.
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Fukuzawa, Yukichi. The Autobiography of Yukichi Fukuzawa, trans. E. Kiyooka. New York:
Columbia UP, 2007.
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on Asia and Africa, with emphasis on the competition for resources and the responses of
colonized peoples.
Big Era 7 Landscape Teaching Unit 7.5 Big Era 7 Landscape Teaching Unit 7.6
The Experience of Colonialism New Identities, Nationalism and Religion
1850-1914 1850-1914
Rival European states (mainly Britain, France, The ideology of nationalism, which claimed
Germany, Italy, Portugal, and King Leopold in that individuals owe supreme loyalty to their
Belgium), fearing one another’s capacity to gain national community or nation-state and that that
economic and strategic resources, launched assaults community should have the right to self-
on almost every part of Africa and Southeast Asia, government, spread widely in the world in the
starting in the 1870s. The United States and Japan 1800s. In most countries nationalism also
undertook imperial adventures of their own. Peoples included religious ideas. Western or Japanese
subjected to these invasions put up sustained claims to rule other peoples, however,
resistance in a variety of ways. But as of 1914 few of contradicted the nationalist principles that the
them remained free of Western or Japanese colonizers themselves prized. In consequence,
domination. subject peoples in Africa and Asia adopted
nationalist ideology as a powerful tool for
restoring their freedom.
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