A History of Criminalized Blackness in the United States (Free Lessons for Middle or High School Classrooms)

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Sign seen at a protest in Washington, DC, 2020.

An injustice against one of us is an injustice against all of us.

Black lives matter.

But here’s a sobering thought – at various early points in the history of our nation, certain people decided very consciously that they absolutely should not. And many of our modern institutions – from the police to the courts to the schools – were built on this cracked foundation.

The historical decisions that have shaped our moment are often invisible to us – like water to fish, we swim in the choices our ancestors have made.

But we when we realize that this is the case – that our reality is not set, but a sum total of historical choices – we become responsible for our own actions.

And then, we are truly free.

Here are a selection of free history lessons from our archives – suitable for middle or high school classrooms – that shed a light on our current moment. If you aren’t teaching lessons like these in your social studies classes, ask yourself – why not?

  • The Evolution of the Virginia Laws of Servitude and Slavery (1643-1691) – Read along as Virginia colonial officials criminalize blackness in real time. (primary source analysis with guided questions)
  • Comparing Slavery and Factory Life – Apologists for slavery often argued that, in their day at least, their system of slavery was better than free market capitalism.  Let’s put that to the test…  (primary source analysis with guided questions)
  • Were the Freedmen Really Free? – After the Civil War, Southerners sought to reconstruct slavery in everything but name. We are the direct inheritors of this system, which was only partly deconstructed in the 1950s and 60s. (primary source analysis with guided questions)
  • Social Reform Movements – Who Should Be the New Face of the $20 Bill? – Progress has always been earned, never granted. Give students the change to reimagine our national pantheon to include the social reformers and progressives who are often more responsible than any president or general for the way of life we cherish today. (research activity)

Two relevant chapters from our totally free, open source textbook The United States: An Open-Ended History:

  1. The Origins of Servitude and Slavery in Colonial America
  2. Gettysburg to Appomattox and Beyond: A New Birth of Freedom

Do you have other relevant lessons?  Share them – I would be honored to host them for free so that they can reach a wider audience!  Reach out to me here.

Twenty Days of Home School Social Studies Curriculum (for Middle or High School)

Well, hello there.

Like most of you, I’ve suddenly found myself teaching online social studies classes. Good thing there’s a whole library of free lessons at Openendedsocialstudies.org, just ready and waiting to support your middle and high school world and US history needs. Please browse and share widely in your social circles.

Here’s a look at some lessons my own home-bound students will see in the twilight days of this school year, preempted so abruptly by our national quarantine.  We’re trying to keep it light, airy, and most of all relevant.

Most to the point, we’re trying to teach these kids something about how to be a good, well-rounded person.  Wasn’t that why you got into this business in the first place?

So, get your kids away from the computer screen as much as possible – that is where they’re going to be for math and ELA.

Everything below is written to apply to the town where I teach, but can easily be adapted to your hometown.

Good luck and be good to each other.

T
Founder, Openendsocialstudies.org


Day 1 – Map Your World

Make a hand drawn map of your home and your yard (if you have one.) Use a measuring tape (or improvise one if you don’t have a measuring tape.)

Your map should be to scale – 1 inch equals 5 feet. Include and label all rooms, windows, doors, and major trees and landscaping. Also include a compass rose and a key, if necessary.
Scan/take a photo of your map.

Day 2 – Plant Life

Pick a tree or plant in your yard. If you’re in an apartment, that’s ok – pick a plant/tree around your building.

Figure out what it is and write a brief report (in your own words, approximately one paragraph). Address questions about: the conditions under which it thrives, its relationship to humans (do we use it or its fruit or leaves for anything, or is it just for decoration), whether it is native to our state, whether your family planted it or it was growing there when you moved in.

You’ve got to be a detective for this one – describe the plant in Google image search, ask an adult who might know what it is, or download a leaf identification app on your phone (there are lots of free ones).

Day 3 – Ask an Adult

Ask an adult to tell you about the neighborhood they lived in when they were your age. Think of at least two related follow up questions. Document the answers in interview format – like this:

Student: Teacher, what am I supposed to do again?

Teacher: Interview an adult?

Student: Wait, what?

Teacher: Ask an adult some questions about the neighborhood they lived in when they were your age!

Student: That’s all?

Teacher: That’s all!

Day 4 – Read This

Read the following quote and respond to it in a five to eight sentence paragraph:
“Adults, in their dealing with children, are insane, and children know it too. Adults lay down rules they would not think of following, speak truths they do not believe. And yet they expect children to obey the rules, believe the truths, and admire and respect their parents for this nonsense. Children must be very wise and secret to tolerate adults at all. And the greatest nonsense of all that adults expect children to believe is that people learn by experience. No greater lie was ever revered. And its falseness is immediately discerned by children since their parents obviously have not learned anything by experience. Far from learning, adults simply become set in a maze of prejudices and dreams and sets of rules whose origins they do not know and would not dare inspect for fear the whole structure might topple over on them. I think children instinctively know this. Intelligent children learn to conceal their knowledge and keep free of this howling mania.”
― John Steinbeck, The Log from the Sea of Cortez

Day 5 – Dig a Hole

1.Find an out of the way space. Dig a hole at around a foot in depth. To provide a sense of scale, take a picture of your hole with a ruler or some other object in it.
2. Answer the following survey on your own sheet of paper:
Name:
Age:
Grade:
Teacher Who Made Me Do This and Their Email Address:
Best Friends:
Favorite Food:
Favorite Music:
What’s Going on in the World Right Now:
Advice to My Future Self:
3. Place your answers in a carefully sealed Ziploc bag, along with anything else you might want to bury in your time capsule.
4. Throw it in the hole, cover the hole, and dig it all up on April 1st in the year 2025 (or, before you move from your current house – whichever comes first).  Write me a note when you do, and let me know how you’re doing!
Try to go easy on the grass – if you must dig through grass, you can usually cut a piece by getting your shovel up underneath it and levering it up.  You can then replace it when you are done by dropping it back into place.  If you are totally not allowed to dig, place this under a big rock, a paving stone, or somewhere else hidden.

Day 6 – Estimate your Impact

Use this tool – https://ei.lehigh.edu/learners/cc/carboncalc.html – to estimate your carbon footprint. Answer each in a short paragraph, in your own words:
  1. Summarize the “Analysis” tab – what are your biggest impacts?
  2. Were there any sources of carbon that you hadn’t considered before taking this survey?
  3. Is there anything you could reasonably do to lessen your impact?

Day 7 – Eat a Piece of Fruit

Find a piece of fruit in your house. If you don’t have any, find something fruit flavored. Write a brief report on that piece of fruit, including information about its history and where it is cultivated.

Day 8 – Public Records

Look up your home’s tax/historic information. If you live in Pinellas County, you can find it here: https://www.pcpao.org/searchbyAddress.php
Answer the following questions:
1. In what year was your home built?
2. What is the “Land Size” of your property?
3. How many sales are recorded for your home/when were they?
4. How has the value of your home changed over time?

Day 9 – Ask an Adult

Ask your adult to show you some photographs of his or her self when they were your age. Ask them three questions inspired by the photo. Record/document the answers in interview format.

Day 10 – Smoke Detectors

Find all the smoke detectors in your home. Get up on a chair and press the test button.  They should make a loud noise.  If they don’t, you need new batteries.  You’re welcome. Send a photo of yourself up on the chair.

Day 11 – Record a Podcast

Using your phone or computer, record a short podcast (minimum two minutes) – on the theme “What is my life like while I’m stuck at home because of the Coronavirus?”

Day 12 – Make a Meal

Make or help to make breakfast, lunch, or dinner today for the members of your family. Submit a selfie of you in the kitchen/doing the work.

Day 13 – Native America

What Native American group occupied the land where you live now?  Figure it out, give me a paragraph about them, and tell where I could can go to see some of their artifacts or the ruins of their towns.

Day 14 – Your Public Purpose

Read this article about the Californios Verdes – https://openendedsocialstudies.org/2019/04/19/californios-verdes-and-your-public-purpose-project/. The assignment at the end asks you to create a year long project. You don’t actually have to do this assignment – but if you DID have to do it, what kind of project would you take on?  Describe it and why it is important to you in a five to eight sentence paragraph.

Day 15 – Sketch

Find something outside and sketch it. Your artwork doesn’t have to be “good” – but it must demonstrate effort. This shouldn’t take less than five minutes.  Take a photo of yourself holding your sketch and upload it.

Day 16 – Your Officials

Who is your mayor?  What is one thing he has done for the city? Who is your deputy mayor?  Where is city hall?

Day 17 – In the Shade

Find a shady spot outside and read a book there for at least ten minutes.  Take a selfie in your spot, with your book, and submit it.

Day 18 – Your Parks

Use Google Maps to help you pick a park or nature preserve. Write a one paragraph history of that place OR, if applicable, a one paragraph biography  of the person it is named after.

Day 19 – Read This

 Read the following quote and respond to it in a five to eight sentence paragraph:
 ‘We are what we pretend to be, so we must be careful about what we pretend to be.’

Day 20 – Surprise

Surprise me with your own act of creativity or whimsy – a hobby, a piece of art, an act of kindness, etc.  It can be anything.  Tell me about it/share a photo of it here, and tell me why you are proud of this thing.

Free Online, Open Source Textbook for Middle or High School – The United States: An Open Ended History

The United States: An Open Ended History is a free online history textbook adapted and expanded upon from open sources.  Its chapters are designed to address most state standards, splitting the difference between overarching themes, concise summary, and the kinds of vivid, personal details that make history memorable to the average student.  Please use and share freely – to supplement or replace what you have at hand.

One – A Not So-Distant Past: Native America (Until 1600)
  1. North America’s First People
  2. The Pristine Myth: How Native Americans Shaped Their World
  3. A Collision of Worlds: The Legacy of Columbus
Two – A New World: Colonial America (1600 – 1754)
  1. Jamestown: English Settlers in the Land of the Powhatan
  2. Massachusetts: Church and State in the Land of the Wampanoag
  3. An Overview of the English Colonies in America
  4. The Origins of Servitude and Slavery in Colonial America
Three – Common Sense and Independence: The Revolutionary Era (1754 – 1788)
  1. Join, or Die: The French and Indian War
  2. Agitation, Taxation, and Representation by Other Means
  3. The Shot Heard Round the World, Common Sense, and Independence
  4. The Revolutionary War: With a Little Help from our Friends
  5. A New Nation in Crisis: Shays Rebellion and the U.S. Under the Articles
  6. The Constitution: A Second Draft of American Democracy
Four – A More Perfect Union: The Early Republic (1788-1824)
  1. President Washington and the Origins of Party Politics
  2. Adams, Jefferson, and Competing Visions for the New Republic
  3. Foreign Adventures in the New Republic
  4. The Era of Good Feelings and Others Who Were Not So Lucky
Five – New Frontiers: Economic, Social, and Westward Expansion (1824-1850)
  1. Andrew Jackson, For and Against the Common Man
  2. I Will Not Retreat a Single Inch: Reformers Make Themselves Heard
  3. Manifest Destiny, Westward Expansion, and the Conquest of Mexico
Six – The Gathering Storm: Sectionalism and a Nation in Crisis (1850-1865)
  1. Sectionalism in the Fractured 1850s
  2. A Nation Divided Against Itself
  3. To Break Our Bonds of Affection: The Coming of the Civil War
  4. Gettysburg to Appomattox and Beyond: A New Birth of Freedom
Appendix – Student Activities

THIS UNIT WAS INDEPENDENTLY FINANCED BY OPENENDEDSOCIALSTUDIES.ORG.

If you value the free resources we offer, please consider making a modest contribution to keep this site going and growing.


North America’s First People

This lesson was reported from:
A chapter of The United States: An Open Ended History, a free online textbook.  Adapted in part from open sources.

For Your Consideration:
  1. Who are Native Americans?
  2. What does it mean to call something prehistoric?
  3. What is the leading theory for how Native Americans populated the Americas? Why can’t modern people be sure?
  4. What are the Three Sisters? Why do they work so well together?
  5. What evidence do we have for the complexity of ancient Native American societies? Is it meaningful to say that Native Americans were more primitive than Europeans of the same time period?
  6. Write a brief paragraph about the Native American group that once (or currently) occupied the land that is now your town.

Settlement of the Americas

Beringia sea levels measured in meters from 21,000 years ago to present

During recent ice ages, as large amounts of water were trapped on land as glaciers, ocean levels around the world were much lower than they are today. The narrow, shallow channel between Alaska and Siberia – known today as the Bering Strait – was a dry, grassland steppe. Asian nomads are thought to have entered the Americas via this Bering Land Bridge (Beringia), and possibly along the coast via canoes or other boats. These nomads were the ancestors of the first Native Americans – the indigenous peoples of the Americas, also known as Amerindians.

Exactly how and when Native Americans arrived in the Americas may never be known with certainty. This process may have included more than one migration event from Asia, but the fact of the matter is that no Native American group had a system of writing at the time of their migration. This means that the Americas were populated in prehistoric times – a time before written records. Instead, what we know about this ancient past comes from genetics – the study of how DNA varies between groups, linguistics – the study of how language varies between groups, and archeology – the study of human history and prehistory through the excavation of sites and the analysis of artifacts and other physical remains.

Genetic evidence found in Native Americans’ mitochondrial DNA (mtDNA) – distinctive genetic markers passed from mother to child, down through generations – supports the theory of multiple genetic populations migrating from Asia. Over the course of millennia, Paleo-Indians spread throughout North and South America. Exactly when the first people migrated into the Americas is the subject of much debate. One of the earliest identifiable cultures was the Clovis culture, with sites dating from some 13,000 years ago. However, older sites dating back to 20,000 years ago have been claimed. Some genetic studies estimate the colonization of the Americas dates from between 40,000 and 13,000 years ago.

Genetic migration back and forth across Beringia

Artifacts have been found in both North and South America which have been dated to 14,000 years ago, and accordingly humans have been proposed to have reached Cape Horn at the southern tip of South America by this time. In that case, the Eskimo peoples would have arrived separately and at a much later date, probably no more than 2,000 years ago, moving across the ice from Siberia into Alaska.

One early site of human habitation was found near modern day Clovis, New Mexico. Archeologists have dubbed this the Clovis culture and identified its distinctive style of making stone tools – the distinctively shaped, fluted-stone spear point, known as the Clovis point. Dated to roughly 13,200 to 12,900 calendar years ago, the Clovis culture may have been ancestors to all other Native Americans.

The North American climate was unstable as the ice age receded. It finally stabilized by about 10,000 years ago; climatic conditions were then very similar to today’s. Within this time frame, roughly pertaining to the Archaic Period, numerous archaeological cultures have been identified.

The unstable climate led to widespread migration, with early Native Americans soon spreading throughout the Americas, diversifying into many hundreds of culturally distinct tribes. These early Native Americans were hunter-gatherers, likely characterized by small, mobile bands consisting of approximately 20 to 50 members of an extended family. These groups moved from place to place as preferred resources were depleted and new supplies were sought. During much of this Paleo-Indian period, bands are thought to have subsisted primarily through hunting now-extinct giant land animals such as mastodon and ancient bison. Paleo-Indian groups carried a variety of tools, including distinctive projectile points and knives (the Clovis point), as well as less distinctive butchering and hide-scraping implements.

Simplified map of subsistence methods in the Americas at 1000 BCE
(yellow) hunter-gatherers
(green) simple farming societies
(coral) complex farming societies (tribal chiefdoms or civilizations)

The vastness of the North American continent, and the variety of its climates, ecology, vegetation, fauna, and landforms, led ancient peoples to coalesce into many distinct linguistic and cultural groups. This is reflected in the oral histories of the indigenous peoples, described by a wide range of traditional creation stories which often say that a given people have been living in a certain territory since the creation of the world.

The Three Sisters

Over the course of thousands of years, Native American people domesticated, bred, and cultivated a number of plant species, including crops which now constitute 50–60% of worldwide agriculture, most notably the Three Sisters – maize (corn), squash, and beans.

In a technique known as companion planting the three crops are planted close together. Flat-topped mounds of soil are built for each cluster of crops.  Each mound is about 12 inches high and 20 inches wide.  Several maize seeds are planted close together in the center of each mound.  When the maize is 6 inches tall, beans and squash are planted around the maize, alternating between the two kinds of seeds. The development of this agricultural knowledge took place over 5,000–6,500 years. Squash was domesticated first, around 8,000-10,000 years ago, with maize second (at first consumed primarily in the form of popcorn), and then beans.

The three crops benefit from each other. The maize provides a structure for the beans to climb, eliminating the need for poles or lattices which are more commonly used today. The beans provide the nitrogen to the soil that the other plants use, and the squash plant spreads along the ground, blocking the sunlight, helping prevent the establishment of weeds. The squash leaves also act as a “living mulch,” creating a microclimate to retain moisture in the soil, and the prickly hairs of the vine deter pests.

three sisters

Not only do these the Three Sisters grow symbiotically, they provide an almost complete nutritional package.  Maize, beans, and squash contain complex carbohydrates, essential fatty acids and all eight essential amino acids, allowing most Native Americans tribes to thrive on a plant-based diet.  Author Charles C. Mann explains, “Maize lacks the amino acids lysine and tryptophan, which the body needs to make proteins and niacin;…. Beans have both lysine and tryptophan…. Squashes, for their part, provide an array of vitamins; avocados, fats.”

In general, Arctic, Subarctic, and coastal peoples continued to live as hunters and gatherers, while agriculture was adopted in more temperate and sheltered regions, permitting a dramatic rise in population.

Most Native Americans shaped their environment with fire, employing slash-and-burn techniques to create grasslands for cultivation and to encourage the abundance of game animals. Native Americans domesticated fewer animals and cultivated plant life differently from their European counterparts, but did so quite intensively.

Native American Culture Areas at the time of European contact

Complex Societies

After the migration or migrations from Asia, it was several thousand years before the first complex societies arose, the earliest emerging possibly seven to eight thousand years ago. As early as 6500 BCE, people in the Lower Mississippi Valley were building complex earthwork mounds, probably for religious purposes.

Artist’s conception of Watson Brake, an archaeological site in Ouachita Parish, Louisiana that dates from the Archaic period. The oldest earthwork in North America, it was built and occupied 3500 BCE, approximately 5400 years ago.

Since the late twentieth century, archeologists have explored and dated these sites. They have found that they were built by hunter-gatherer societies, whose people occupied the sites on a seasonal basis, and who had not yet developed ceramics. Watson Brake, a large complex of eleven platform mounds in modern day Louisiana, was constructed beginning 3400 BCE and added to over 500 years. This has changed earlier assumptions that complex construction arose only after societies had adopted agriculture, become sedentary, with stratified hierarchy and usually ceramics. These ancient people had organized to build complex mound projects under a different social structure.

Mound building was continued by succeeding cultures, who built numerous sites in the middle Mississippi and Ohio River valleys as well, adding effigy mounds, conical and ridge mounds and other shapes.

This mound, located in Safety Harbor in Pinellas County, Florida, represents the southernmost extent of the mound building Mississippian culture. It was built by the Tocobaga people and occupied until contact with the Spanish in the 1500s.

Native Americans built monumental earthwork architecture and established continent-spanning trade networks – systems of waterways, paths, and meeting points (markets) that allow different regions and societies to exchange goods.

Native American trade networks spanned the continent. Archaeologists know this because of distinct products such as the ones depicted on this map, found far inland at a site in modern day Ohio.


The Mississippian culture was spread across the Southeast and Midwest from the Atlantic coast to the edge of the plains, from the Gulf of Mexico to the Upper Midwest, although most intensively in the area along the Mississippi River and Ohio River. One of the distinguishing features of this culture was the construction of complexes of large earthen mounds and grand plazas, continuing the moundbuilding traditions of earlier cultures. They grew maize and other crops intensively, participated in an extensive trade network and had a complex stratified society. The Mississippians first appeared around 1000 CE.

The largest urban site of this people, Cahokia—located near modern East St. Louis, Illinois—may have reached a population of over 20,000. Other chiefdoms were constructed throughout the Southeast, and its trade networks reached to the Great Lakes and the Gulf of Mexico. At its peak, between the 12th and 13th centuries, Cahokia was the most populous city in North America. (Larger cities did exist in Mesoamerica and South America.) Monk’s Mound, the major ceremonial center of Cahokia, remains the largest earthen construction of the prehistoric Americas. The culture reached its peak in about 1200–1400 CE, and in most places, it seems to have been in decline before the arrival of Europeans.

Sunrise over Monks Mound from the Woodhenge timber circle at Cahokia in modern day Collinsville, Illinois. Woodhenge was likely a calendar, allowing the inhabitants of Cahokia to track planting season and holidays. All rights held by the artist, Herb Roe © 2017.

Many Mississippian peoples were encountered by the expedition of Spaniard Hernando de Soto in the 1540s, mostly with disastrous results for both sides. Unlike the Spanish expeditions in Mesoamerica, which conquered vast empires with relatively few men, the de Soto expedition wandered the American Southeast for four years, becoming more bedraggled, losing more men and equipment, and eventually arriving in Mexico at a fraction of its original size. The local people fared much worse though, as the fatalities of diseases introduced by the expedition devastated the populations and produced much social disruption. By the time Europeans returned a hundred years later, nearly all of the Mississippian groups had vanished, and vast swaths of their territory were virtually uninhabited.

It is important to remember that while these Native American societies were ancient, it would be a mistake to regard them as simple or primitive. Their technologies and techniques were well-adapted to their environment. They developed over time. There is a popular idea that European technologies of the 1500s were inherently superior to those of Native Americans, but it is probably more useful to think of them as suited to different purposes.

For example, Native Americans considered early European guns to be little more than “noisemakers”, and concluded they were more difficult to aim than arrows. Noted colonist John Smith of the southern Jamestown colony noted that “the awful truth … it [a gun] could not shoot as far as an arrow could fly”. Moccasins were more comfortable and sturdy than the boots Europeans wore, and were preferred by most during that era because their padding offered a more silent approach to warfare and hunting; canoes could be paddled faster and were more maneuverable on rivers and lakes than any European boats, which were better suited to ocean travel.

The article was adapted in part from:

  1. Pre-Columbian Era
  2. 1491: New Revelations of the Americas Before Columbus

How I Spent My Voyage of Discovery

This lesson can be used with The United States: An Open Ended History, a free online textbook.  Adapted in part from open sources.

lewis-and-clark_v2
A page from Lewis’s journal.

From May 1804 to September 1806, the Corps of Discovery under the command of Captain Meriwether Lewis and his close friend Second Lieutenant William Clark, was the first American expedition to cross the western portion of the United States. Also along for the mission was York, Clark’s slave, who who carried a gun and hunted on behalf of the expedition and was also accorded a vote during group decisions, more than half a century before African Americans could actually participate in American democracy.  Along the way, the Corps picked up they met a French-Canadian fur trapper named Toussaint Charbonneau, and his teenage Shoshone wife Sacagawea, who had purchased as a slave and who was pregnant with their child.  The Shoshone lived in the Rocky Mountains, and Sacagawea’s knowledge of nature, geography, language, and culture proved to be invaluable to the expedition. (Excerpted from The United States: An Open Ended History)

The primary goals of the Lewis and Clark expedition were:

  1. Map the Missouri River and related tributaries.
  2. Find the easiest possible route across the continent.
  3. Make detailed observations of the natural resources and geography of the west.
  4. Establish good relations with native groups.

Your group will be assigned to document one of the following segments of the Lewis and Clark journey, which in total lasted from 1803-1806 – 

Pretend that you are Lewis and Clark. President Thomas Jefferson has asked you to the White House to deliver a detailed report about your expedition.  In particular, Jefferson wants to see evidence that you have made a good effort to achieve each of your four goals.

1024px-Carte_Lewis_and_Clark_Expedition

A good presentation will document and describe all of the following: the major events of the assigned portion of the journey, the members of the expedition who provided indispensable contributions to its success, what tools and techniques they used, the people Lewis and Clark met during this segment, and the wildlife they encountered.  Use these details as evidence to show how Lewis and Clark worked toward the four goals that Jefferson assigned to them. 

In order to present your findings, you can make a webpage, a mock up of Lewis’s journal, a song, a rap, a comic, a Prezi, a WeExplore, or anything else you can imagine.  Aside from this, the main requirement is – DON’T BE BORING!!  You should also supply some enticing visuals to supplement your report.

A Starting Point for Your Research: A Timeline of the Lewis and Clark Expedition

Gettysburg to Appomattox and Beyond: A New Birth of Freedom?

This lesson was reported from:

A chapter of The United States: An Open Ended History, a free online textbook.  Adapted in part from open sources.

For Your Consideration:
  1. Based on his words in the Gettysburg Address and his second Inaugural Address, what purpose did Lincoln see in the Civil War?
  2. Why did Sherman march to the sea?
  3. What did the Freedman’s Bureau do?
  4. What were Black Codes?
  5. What do the 13th, 14th, and 15th Amendments do?

Gettysburg

Gettysburg-960x640
The fighting at Gettysburg was ferocious, as if Lee knew this was his last chance to take the war to the North. After the battle, Lee led his army on a torturous retreat back to Virginia. Between 46,000 and 51,000 soldiers from both armies were casualties in the three-day battle, the most costly in US history.

During the Civil War, the Confederate Army under Robert E. Lee scored numerous tactical victories.  Like his distant relation George Washington who was over-matched by the British during the Revolutionary War, Lee was most skilled at ensuring that no single Confederate defeat was decisive. On the other hand, the much more populous Union simply mustered new armies and tried again after each battle. Believing that the North’s crushing defeat at Chancellorsville gave him his chance to go on the offensive, Lee struck northward into Pennsylvania at the beginning of July 1863, almost reaching the state capital at Harrisburg. A strong Union force intercepted him at Gettysburg, where, in a titanic three‑day battle—the largest of the Civil War—the Confederates made a valiant effort to break the Union lines. They failed, and on July 4 Lee’s army, after crippling losses, retreated behind the Potomac.  The Battle of Gettysburg would be the last serious Southern offensive of the war.  From that time onward, the war was entirely defensive on their part.

More than 3,000 Union soldiers and almost 4,000 Confederates died at Gettysburg; wounded and missing totaled more than 20,000 on each side. On November 19, 1863, Lincoln dedicated a new national cemetery there with perhaps the most famous address in U.S. history, his so-called Gettysburg Address, running approximately 250 words.  This speech elevated the symbolic meaning of the war, serving as a reaffirmation of the ideals set forth in the Declaration of Independence. Lincoln speak of “a new birth of freedom” – a second chance to actually live up to the promise that all men are created equal, not in Jefferson’s limited sense of those words, but in a more modern sense that you and I would recognize:

“Four score and seven years ago our fathers brought forth on this continent, a new nation, conceived in Liberty, and dedicated to the proposition that all men are created equal.

Now we are engaged in a great civil war, testing whether that nation, or any nation so conceived and so dedicated, can long endure. We are met on a great battle-field of that war. We have come to dedicate a portion of that field, as a final resting place for those who here gave their lives that that nation might live. It is altogether fitting and proper that we should do this.

But, in a larger sense, we can not dedicate—we can not consecrate—we can not hallow—this ground. The brave men, living and dead, who struggled here, have consecrated it, far above our poor power to add or detract. The world will little note, nor long remember what we say here, but it can never forget what they did here. It is for us the living, rather, to be dedicated here to the unfinished work which they who fought here have thus far so nobly advanced. It is rather for us to be here dedicated to the great task remaining before us—that from these honored dead we take increased devotion to that cause for which they gave the last full measure of devotion—that we here highly resolve that these dead shall not have died in vain—that this nation, under God, shall have a new birth of freedom—and that government of the people, by the people, for the people, shall not perish from the earth.”

1280px-Crowd_of_citizens,_soldiers,_and_etc._with_Lincoln_at_Gettysburg._-_NARA_-_529085_-crop
A crowd of citizens and soldiers gather around Abraham Lincoln (indicated with a red arrow) as he delivers his Gettysburg Address, November 19, 1863.

Unconditional Surrender

On the Mississippi, Union control had been blocked at Vicksburg, where the Confederates had strongly fortified themselves on bluffs too high for naval attack. In early 1863 Grant began to move below and around Vicksburg, subjecting it to a six‑week siege. On July 4, he captured the town, together with the strongest Confederate Army in the West. The river was now entirely in Union hands. The Confederacy was broken in two, and it became almost impossible to bring supplies from Texas and Arkansas.

The Northern victories at Vicksburg and Gettysburg in July 1863 marked the turning point of the war, although the bloodshed continued unabated for more than a year-and-a-half.

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Lincoln brought Grant east and made him commander-in-chief of all Union forces. In May 1864 Grant advanced deep into Virginia and met Lee’s Confederate Army in the three-day Battle of the Wilderness. Losses on both sides were heavy, but unlike other Union commanders, Grant refused to retreat.

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Sherman’s men destroying a railroad in Atlanta.

In the West, Union forces gained control of Tennessee in the fall of 1863 with victories at Chattanooga and nearby Lookout Mountain, opening the way for General William T. Sherman to invade Georgia – his so-called March to the Sea. Sherman outmaneuvered several smaller Confederate armies, occupied the state capital of Atlanta, then marched to the Atlantic coast, systematically destroying railroads, factories, warehouses, and other facilities in his path. He also liberated slaves under the authority of the Emancipation Proclamation – all of this reduced Southern capacity to feed and supply itself and brought the destruction of war to its homefront.  Sherman said, “I will make Georgia howl!” His men, cut off from their normal supply lines, ravaged the countryside for food. From the coast, Sherman marched northward; by February 1865, he had taken Charleston, South Carolina, where the first shots of the Civil War had been fired. Sherman, more than any other Union general, understood that destroying the will and morale of the South was as important as defeating its armies.

With Malice Toward None

For the North, the war produced a still greater hero in Abraham Lincoln—a man eager, above all else, to weld the Union together again, not by force and repression but by warmth and generosity. In 1864 he had been elected for a second term as president, defeating his Democratic opponent, George McClellan, the general he had dismissed after Antietam.

At a time when victory over secessionists in the American Civil War was within days and slavery in all of the Union was near an end, Lincoln did not speak of happiness, but of sadness.  He sought to avoid harsh treatment of the defeated South by reminding his listeners of how wrong both sides had been in imagining what lay before them when the war began four years earlier.  Lincoln balanced that rejection of triumphalism, however, with recognition of the unmistakable evil of slavery, envisioning the war as the nation’s penance.  Lincoln’s second inaugural address closed with these words:

“Fondly do we hope—fervently do we pray—that this mighty scourge of war may speedily pass away. Yet, if God wills that it continue, until all the wealth piled by the bond-man’s 250 years of unrequited toil shall be sunk, and until every drop of blood drawn with the lash, shall be paid by another drawn with the sword, as was said 3,000 years ago, so still it must be said, “the judgments of the Lord, are true and righteous altogether”. With malice toward none; with charity for all; with firmness in the right, as God gives us to see the right, let us strive on to finish the work we are in; to bind up the nation’s wounds; to care for him who shall have borne the battle, and for his widow, and his orphan—to do all which may achieve and cherish a just and lasting peace, among ourselves, and with all nations.”

Peace at Last

Grant, meanwhile, lay siege to Petersburg, Virginia for nine months, before Lee, in March 1865, knew that he had to abandon both Petersburg and the Confederate capital of Richmond in an attempt to retreat south. But it was too late. On April 9, 1865, surrounded by huge Union armies, Lee surrendered to Grant at the town of Appomattox Courthouse. Although scattered fighting continued elsewhere for several months, the Civil War was over.

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Wilmer McLean was an American wholesale grocer from Virginia. His house near Manassas, Virginia, was involved in the First Battle of Bull Run in 1861. After the battle he moved to Appomattox, Virginia, to escape the war thinking that it would be safe. Instead, in 1865, General Robert E. Lee surrendered to Ulysses S. Grant in McLean’s house in Appomattox. His houses were, therefore, involved in one of the first and one of the last encounters of the American Civil War.

The terms of surrender at Appomattox were magnanimous, and on his return from his meeting with Lee, Grant quieted the noisy demonstrations of his soldiers by reminding them: “The rebels are our countrymen again.” The war for Southern independence had become the “lost cause,” whose hero, Robert E. Lee, had won wide admiration through the brilliance of his leadership and his greatness in defeat.

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The United Daughters of the Confederacy helped promulgate the Lost Cause’s ideology – that the Civil War was an honorable struggle for the Southern way of life while minimizing or denying the central role of slavery – through the construction of numerous memorials, such as this one in Tennessee.

Two days after Lee’s surrender, Lincoln delivered his last public address, in which he unfolded a generous reconstruction policy. On April 14, 1865, the president held what was to be his last Cabinet meeting. That evening—with his wife and a young couple who were his guests—he attended a performance at Ford’s Theater. There, as he sat in the presidential box, he was assassinated by John Wilkes Booth, a Virginia actor embittered by the South’s defeat. Booth was killed in a shootout two weeks later in a barn in the Virginia countryside. His accomplices were captured and later executed.

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John Wilkes Booth leaning forward to shoot President Abraham Lincoln as he watches Our American Cousin at Ford’s Theater in Washington, D.C. on April 14,1865. Moments later Booth would leap from the balcony onto the stage, yelling to the audience in Latin, “Sic semper tyrannis!” (“Thus always to tyrants”)

Lincoln died in a downstairs bedroom of a house across the street from Ford’s Theater on the morning of April 15.

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Military units marching down Pennsylvania Avenue in Washington D.C. during the state funeral for Abraham Lincoln on April 19, 1865. After the April 14, 1865 assassination of Abraham Lincoln, 16th President of the United States, a three-week series of events mourned his death and memorialized his life. Funeral services and lyings in state were held in Washington, D.C., and then in additional cities as a funeral train transported his remains for burial in his hometown of Springfield, Illinois.

Reconstruction

The first great task confronting the victorious North—now under the leadership of Lincoln’s vice president, Andrew Johnson, a Southerner who remained loyal to the Union—was to determine the status of the states that had seceded. Lincoln had already set the stage. In his view, the people of the Southern states had never legally seceded; they had been misled by some disloyal citizens into a defiance of federal authority. And since the war was the act of individuals, the federal government would have to deal with these individuals and not with the states. Thus, in 1863 Lincoln proclaimed that if in any state 10 percent of the voters of record in 1860 would form a government loyal to the U.S. Constitution and would acknowledge obedience to the laws of the Congress and the proclamations of the president, he would recognize the government so created as the state’s legal government.

Congress rejected this plan. Many Republicans feared it would simply entrench former rebels in power; they challenged Lincoln’s right to deal with the rebel states without consultation. Some members of Congress advocated severe punishment for all the seceded states; others simply felt the war would have been in vain if the old Southern establishment was restored to power. Yet even before the war was wholly over, new governments had been set up in Virginia, Tennessee, Arkansas, and Louisiana.

To deal with one of its major concerns—the condition of former slaves—Congress established the Freedmen’s Bureau in March 1865 to act as guardian over African Americans and guide them toward self-support. And in December of that year, Congress ratified the 13th Amendment to the U.S. Constitution, which banned slavery except as punishment for a crime.

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An 1866 poster attacking the Freedmen’s Bureau for giving recently freed slaves what some whites considered to be unfair advantages. The Freedmen’s Bureau aided these freed slaves, who had no education, savings, or property after their sudden freedom from a lifetime of servitude, by providing them with food, clothing, and shelter on a temporary basis as they were liberated. The Bureau also helped African Americans find family members from whom they had become separated during the war. It arranged to teach them to read and write since they had been denied these skills while enslaved. The Bureau also encouraged former major planters to rebuild their plantations and urged freed blacks to return to work for them.

Throughout the summer of 1865 Johnson proceeded to carry out Lincoln’s reconstruction program, with minor modifications. By presidential proclamation he appointed a governor for each of the former Confederate states and freely restored political rights to many Southerners through use of presidential pardons.

In due time conventions were held in each of the former Confederate states to repeal the ordinances of secession and draft new state constitutions. Johnson called upon each convention to invalidate the secession, free all slaves within their borders, and ratify the 13th Amendment.

Wide public support in the North gradually developed for those members of Congress who believed that African Americans should be given full citizenship. Congress passed a 14th Amendment to the Constitution, stating that “all persons born or naturalized in the United States, and subject to the jurisdiction thereof, are citizens of the United States and of the State wherein they reside.” This repudiated the Dred Scott ruling, which had denied slaves their right of citizenship.

All the Southern state legislatures, with the exception of Tennessee, refused to ratify the amendment, some voting against it unanimously. In addition, Southern state legislatures passed “Black Codes” to regulate the African-American freedmen. The codes differed from state to state, but some provisions were common. African Americans across the South were required to enter into annual labor contracts with white landowners, often their former masters, with penalties of jail imposed in case of violation; children were subject to compulsory apprenticeship and corporal punishments by masters; vagrants could be sold into private service if they could not pay severe fines.

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The Ku Klux Klan was founded in 1866 by six former officers of the Confederate army as a secret vigilante group, the Klan targeted freedmen and their allies; it sought to restore white supremacy by threats and violence, including murder, against black and white Republicans.

Many Northerners interpreted the Southern response as an attempt to reestablish slavery and repudiate the hard-won Union victory in the Civil War. It did not help that Johnson, although a Unionist, was a Southern Democrat with an addiction to intemperate rhetoric and an aversion to political compromise. Republicans swept the congressional elections of 1866. Firmly in power, the Radicals imposed their own vision of Reconstruction.

In the Reconstruction Act of March 1867, Congress, ignoring the governments that had been established in the Southern states, divided the South into five military districts, each administered by a Union general. Escape from permanent military government was open to those states that established civil governments, ratified the 14th Amendment, and adopted African-American suffrage. Supporters of the Confederacy who had not taken oaths of loyalty to the United States generally could not vote. The 14th Amendment was ratified in 1868. The 15th Amendment, passed by Congress the following year and ratified in 1870 by state legislatures, provided that “The right of citizens of the United States to vote shall not be denied or abridged by the United States or any state on account of race, color, or previous condition of servitude.”

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Freedmen voting in New Orleans, 1867.  Black Codes and violence would soon suppress the black vote, ending scenes like this, and ensuring that, despite the 13th, 14th, and 15th Amendments, the old white masters remained firmly in control of the South.  

The word slavery would die with the 13th Amendment, but the practice would continue – barely altered – using tools like Black Codes, tenant farming, debt, segregation, lynching, police intimidation, mass incarceration, and other forms of extralegal violence well into the 1960s and beyond.  Slavery had ended, but institutional racism would live on into the modern day.

The article was adapted in part from:

  1. A Nation Divided: The American Civil War
  2. The Civil War and Reconstruction

A Nation Divided Against Itself

This lesson was reported from:

A chapter of The United States: An Open Ended History, a free online textbook.  Adapted in part from open sources.

For Your Consideration:
  1. What is Uncle Tom’s Cabin and why is it significant?
  2. Who is Stephen Douglas, and how do his plans lead to the Kansas-Nebraska Act?
  3. What is the key issue that unites the early Republican Party?
  4. What is “Bleeding Kansas?”
  5. What decision does the Supreme Court reach in the Dred Scott case?
  6. Citing specific examples, how do John Brown’s methods differ from those of other abolitionists?

A Divided Nation

During the 1850s, the issue of slavery severed the political bonds that had held the United States together. It ate away at the country’s two great political parties, the Whigs and the Democrats, destroying the first and irrevocably dividing the second. It produced weak presidents whose irresolution mirrored that of their parties. It eventually discredited even the Supreme Court.

The moral fervor of abolitionist feeling grew steadily. In 1852, Harriet Beecher Stowe published Uncle Tom’s Cabin, a novel provoked by the passage of the Fugitive Slave Law. More than 300,000 copies were sold the first year. Presses ran day and night to keep up with the demand. Although sentimental and full of stereotypes, Uncle Tom’s Cabin portrayed with undeniable force the cruelty of slavery and posited a fundamental conflict between free and slave societies. It inspired widespread enthusiasm for the antislavery cause, appealing as it did to basic human emotions—indignation at injustice and pity for the helpless individuals exposed to ruthless exploitation.

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Full page illustration from the first edition Uncle Tom’s Cabin, which depicted the brutality of slavery in unflinching terms – imagine if Harry Potter carried a social message.

In 1854 the issue of slavery in the territories was renewed and the quarrel became more bitter. The region that now comprises Kansas and Nebraska was being rapidly settled, increasing pressure for the establishment of territorial, and eventually, state governments.

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Thomas Hart Benton, Senator from Missouri and opponent of the Kansas-Nebraska Act – “What is the excuse for all this turmoil and mischief? We are told it is to keep the question of slavery out of Congress! Great God! It was out of Congress, completely, entirely, and forever out of Congress, unless Congress dragged it in by breaking down the sacred laws which settled it!”

Under terms of the Missouri Compromise of 1820, the entire region was closed to slavery. Dominant slave-holding elements in Missouri objected to letting Kansas become a free territory, for their state would then have three free-soil neighbors (Illinois, Iowa, and Kansas) and might be forced to become a free state as well. Their congressional delegation, backed by Southerners, blocked all efforts to organize the region.

At this point, Stephen A. Douglas enraged all free-soil supporters. Douglas argued that the Compromise of 1850, having left Utah and New Mexico free to resolve the slavery issue for themselves, superseded the Missouri Compromise. His plan called for two territories, Kansas and Nebraska. It permitted settlers to carry slaves into them and eventually to determine whether they should enter the Union as free or slave states.

Douglas’s opponents accused him of currying favor with the South in order to gain the presidency in 1856. The free-soil movement, which had seemed to be in decline, reemerged with greater momentum than ever. Yet in May 1854, Douglas’s plan, in the form of the Kansas-Nebraska Act, passed Congress to be signed by President Franklin Pierce. Southern enthusiasts celebrated with cannon fire. But when Douglas subsequently visited Chicago to speak in his own defense, the ships in the harbor lowered their flags to half-mast, the church bells tolled for an hour, and a crowd of 10,000 hooted so loudly that he could not make himself heard.

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Stephen A. Douglas, Democratic Senator from Illinois, explaining popular sovereignty and his Kansas-Nebraska Act – “The great principle of self government is at stake, and surely the people of this country are never going to decide that the principle upon which our whole republican system rests is vicious and wrong.”

The immediate results of Douglas’s ill-starred measure were momentous. The Whig Party, which had avoided taking a strong stand on the question of slavery expansion, sank to its death, and in its stead a powerful new organization arose in the North – the Republican Party, whose primary demand was that slavery be excluded from all the territories. In 1856, it nominated John Fremont, whose expeditions into the Far West had won him renown. Fremont lost the election, but the new party swept a great part of the North. Such free-soil leaders as Salmon P. Chase and William Seward exerted greater influence than ever. Along with them appeared a tall, lanky Illinois attorney, Abraham Lincoln.

Meanwhile, the flow of both Southern slave holders and antislavery families into Kansas resulted in armed conflict. Each hoped to win popular sovereignty at the ballot box when it came to vote on the question of slavery, but this potent mix of those with the most passionate pro- and antislavery – the people who cared enough about the issue to move halfway across the country to influence a vote on the matter – meant that soon the territory was being called Bleeding Kansas.  A simmering, low-intensity civil war had erupted that would continue for years – the federal government seemed powerless to stop the tit-for-tat violence between free-soilers and proslavery forces.

In May 1856, Republican Senator Charles Sumner of Massachusetts took to the floor to denounce the threat of slavery in Kansas and humiliate its supporters. He had devoted his enormous energies to the destruction of what Republicans called the Slave Power, that is the efforts of slave owners to take control of the federal government and ensure the survival and expansion of slavery. In the speech (called “The Crime against Kansas”) Sumner ridiculed the honor of elderly South Carolina Senator Andrew Butler, portraying Butler’s pro-slavery agenda towards Kansas with the raping of a virgin and characterizing his affection for it in sexual and revolting terms. The next day, Butler’s cousin, the South Carolina Congressman Preston Brooks, nearly killed Sumner on the Senate floor with a heavy cane. The action electrified the nation, brought violence to the floor of the Senate, and deepened the North-South split.

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Lithograph of Preston Brooks’ 1856 attack on Sumner; the artist depicts the faceless assailant bludgeoning Sumner.

The violence continued to increase. Abolitionist John Brown – who believed that God himself had commanded his holy mission – led his sons and other followers to plan the murder of settlers who spoke in favor of slavery. At a proslavery settlement at Pottawatomie Creek on the night of May 24, the group seized five pro-slavery men from their homes and hacked them to death with broadswords. Brown and his men escaped and began plotting a full-scale slave insurrection with financial support from Boston abolitionists.

In the two years prior to the Pottawatomie Creek massacre, there had been eight killings in Kansas Territory attributable to slavery politics, but none in the vicinity of the massacre. The massacre was the match in the powderkeg that precipitated the bloodiest period in “Bleeding Kansas” history, a three-month period of retaliatory raids and battles in which 29 people died.

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John Brown was dissatisfied with the pacifism of the organized abolitionist movement: “These men are all talk. What we need is action—action!” In May 1856, Brown and his supporters killed five supporters of slavery in the Pottawatomie massacre. Brown’s actions as an abolitionist and the tactics he used still make him a controversial figure today. He is both memorialized as a heroic martyr and visionary, and vilified as a madman and a terrorist.

The Kansas-Nebraska Act had other horrifying consequences.  Prior to the organization of the Kansas–Nebraska territory in 1854, the Kansas and Nebraska Territories were consolidated as part of the Indian Territory. Throughout the 1830s, large-scale relocations of Native American tribes to the Indian Territory took place, with many Southeastern nations removed to present-day Oklahoma, a process ordered by the Indian Removal Act of 1830 and known as the Trail of Tears, and many Midwestern nations removed by way of treaty to present-day Kansas.  The passing of the Kansas–Nebraska Act came into direct conflict with the relocations as white American settlers from both the free-soil North and pro-slavery South flooded lands promised by treaty to these Native American groups.  Once again, they were forced by squatting settlers and the U.S. government – through violence, uneven treaties, and forced land sales – to surrender their homes for the second time in as many generations, with many groups moving south into present-day Oklahoma.

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Dred Scott (c. 1799 – September 17, 1858) was an enslaved African American man in the United States who unsuccessfully sued for his freedom and that of his wife and their two daughters in the Dred Scott v. Sandford case of 1857, popularly known as the “Dred Scott case.” Scott claimed that he and his wife should be granted their freedom because they had lived in Illinois and the Wisconsin Territory for four years, where slavery was illegal.

Then the Supreme Court struck another blow against the antislavery movement with its infamous 1857 Dred Scott decision.

Scott was a Missouri slave who, some 20 years earlier, had been taken by his master to live in Illinois and the Wisconsin Territory; in both places, slavery was banned. Returning to Missouri and becoming discontented with his life there, Scott sued for liberation on the ground of his residence on free soil. A majority of the Supreme Court—dominated by Southerners—decided that Scott lacked standing in court because he was not a citizen; that the laws of a free state (Illinois) had no effect on his status because he was the resident of a slave state (Missouri); and that slave holders had the right to take their “property” anywhere in the federal territories. Thus, Congress could not restrict the expansion of slavery – in effect, slavery was now legal everywhere.

Lincoln, Douglas, and Brown

In 1858 Abraham Lincoln, a fierce critic of the expansion of slavery, opposed Stephen A. Douglas for election to the U.S. Senate from Illinois. In the first paragraph of his opening campaign speech, on June 17, Lincoln struck the keynote of American history for the seven years to follow:

“A house divided against itself cannot stand. I believe this government cannot endure permanently half-slave and half-free. I do not expect the Union to be dissolved—I do not expect the house to fall—but I do expect it will cease to be divided.”

Lincoln and Douglas engaged in a series of seven debates in the ensuing months of 1858. Senator Douglas, known as the “Little Giant,” had an enviable reputation as an orator, but he met his match in Lincoln, who eloquently challenged Douglas’s concept of popular sovereignty. In the end, Douglas won the election by a small margin, but Lincoln had achieved stature as a national figure.

By then events were spinning out of control. On the night of October 16, 1859, John Brown and his sons made their next divinely-inspired move, leading a band of followers in an attack on the federal arsenal at Harper’s Ferry (in what is now West Virginia). Brown’s goal was to use the weapons seized to lead a slave uprising – creating a vast army that would liberate the South.

Initially, the raid went well, and they met no resistance entering the town. They cut the telegraph wires and easily captured the armory, which was being defended by a single watchman.

800px-John_brown_interior_engine_house.jpgNews of the raid reached Baltimore early that morning and Washington by late morning. In the meantime, local farmers, shopkeepers, and militia pinned down the raiders in the armory by firing from the heights behind the town. Some of the local men were shot by Brown’s men. At noon, a company of militia seized the bridge, blocking the only escape route. Brown then moved his prisoners and remaining raiders into the engine house, a small brick building at the armory’s entrance. He had the doors and windows barred and loopholes cut through the brick walls. The surrounding forces barraged the engine house, and the men inside fired back with occasional fury.

After two days of fighting, Brown and his surviving men were taken prisoner by a force of U.S. Marines commanded by Colonel Robert E. Lee.

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A modern reproduction of the 1848 fire engine house that became known as John Brown’s Fort, c. 2007.

Virginia put Brown on trial for conspiracy, treason, and murder. On December 2, 1859, he was hanged. Although most Northerners had initially condemned him, increasing numbers were coming to accept his view that he had been an instrument in the hand of God.  Brown’s attempt confirmed the worst fears of many Southerners. Antislavery activists, on the other hand, generally hailed Brown as a martyr to a great cause.

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On the day of his execution, Brown wrote his last testament, which said, “I John Brown am now quite certain that the crimes of this guilty, land: will never be purged away; but with Blood. I had as I now think: vainly flattered myself that without very much bloodshed; it might be done.”

The 1860 Election

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Lincoln in 1858, the year of his debates with Stephen Douglas over slavery. A few weeks before Lincoln was elected President of the United States, an eleven year-old girl sent him a letter urging him to grow a beard, writing, “All the ladies like whiskers and they would tease their husbands to vote for you and then you would be President.”

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The results of the 1860 election.

In 1860 the Republican Party nominated Abraham Lincoln as its candidate for president. The Republican platform declared that slavery could spread no farther, promised a tariff for the protection of industry, and pledged the enactment of a law granting free homesteads to settlers who would help in the opening of the West. Southern Democrats, unwilling in the wake of the Dred Scott case to accept Douglas’s popular sovereignty, split from the party and nominated Vice President John C. Breckenridge of Kentucky for president. Stephen A. Douglas was the nominee of northern Democrats. Diehard Whigs from the border states, formed into the Constitutional Union Party, nominated John C. Bell of Tennessee.

Sectionalism had officially divided presidential politics to the point of no return.  Lincoln and Douglas competed in the North, Breckenridge and Bell in the South. Lincoln won only 39 percent of the popular vote, but thanks to the larger population of the North, swollen from decades of immigration and urbanization driven by its rapid industrialization, this was enough.  The Republican platform had won a clear majority of 180 electoral votes, carrying all 18 free states. Despite minimal support in the South, Lincoln was now president, a party hostile to slavery was in control of the nation.

As long as there was a single nation to control.

The article was adapted in part from:

  1. Westward Expansion and Manifest Destiny
  2. Sectional Conflict
  3. John Brown

Sectionalism in the Fractured 1850s

This lesson was reported from:

A chapter of The United States: An Open Ended History, a free online textbook.  Adapted in part from open sources.

For Your Consideration:
  1. Define sectionalism. Describe each of the three sections and their goals.
  2. What are the terms of the Compromise of 1850? What about those terms does the North like? What does the South like?
  3. What is the Underground Railroad, and which part of the Compromise of 1850 is designed to shut it down?
  4. What is popular sovereignty in the context of the Compromise?

Two Americas

By the mid-1800s, the United States could be considered to have three main sections – the North, the South, and the West.  Increasingly connected economically, they were at the same time divided politically and philosophically.  This division is referred to as sectionalism – that is, loyalty to one’s own region or section of the country, rather than to the country as a whole.

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Sectionalism in 1800s America refers to the different lifestyles, social structures, customs, and the political values of the North, the South, and questions over the future development of the West.

Sectionalism increased steadily in 1800–1850 as the North industrialized, urbanized and built prosperous factories, while the deep South concentrated on plantation agriculture based on slave labor, together with subsistence farming for poor whites who owned no slaves. Southerners defended slavery in part by claiming that Northern factory workers toiled under worse conditions and were not cared for by their employers. Defenders of slavery referred to factory workers as the “white slaves of the North.”

In the South, wealthy men owned most of the quality land, leaving poor white farmers with marginal lands of low productivity. Fears of slave revolts and abolitionist propaganda made the South militantly hostile to suspicious ideas. Members and politicians of the newly formed Republican Party were extremely critical of Southern society and argued that the system of free labor in place in the North resulted in much more prosperity. Republicans criticizing the Southern system of slavery would commonly cite the larger population growth of the Northern states, alongside their rapid growth in factories, farms, and schools as evidence of the superiority of a free labor system.

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Gordon was an enslaved African American who escaped from a Louisiana plantation in March 1863. He became known as the subject of photographs documenting the extensive scarring of his back from whippings received in slavery. Abolitionists distributed these photographs of Gordon throughout the United States and internationally to show the abuses of slavery.

George Fitzhugh, a prominent apologist for slavery, argued:

“The negro slaves of the South are the happiest, and in some sense, the freest people in the world. The children and the aged and infirm work not at all, and yet have all the comforts and necessaries of life provided for them. They enjoy liberty, because they are oppressed neither by care or labor. The women do little hard work, and are protected from the despotism of their husbands by their masters. The negro men and stout boys work, on the average, in good weather, no more than nine hours a day. The balance of their time is spent in perfect abandon. Besides, they have their Sabbaths and holidays. White men, with so much of license and abandon, would die of ennui; but negroes luxuriate in corporeal and mental repose. With their faces upturned to the sun, they can sleep at any hour; and quiet sleep is the greatest of human enjoyments. ‘Tis happiness in itself—and results from contentment in the present, and confident assurance of the future. We do not know whether free laborers ever sleep. They are fools to do so; for, whilst they sleep, the wily and watchful capitalist is devising means to ensnare and exploit them. The free laborer must work or starve. He is more of a slave than the negro, because he works longer and harder for less allowance than the slave, and has no holiday, because the cares of life with him begin when its labors end. He has no liberty and not a single right. . . . “

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An abolitionist cartoon, mocking Fitzhugh’s arguments in defense of slavery.

By the 1850s, the North held the nine of the ten largest cities in America, most of its immigrants, almost all of its factories, and almost all of its railroads.  It was becoming a modern, industrial place – one that a student from the twenty-first century might vaguely recognize.  Southerners argued that it was the North that was changing, betraying American traditions with its industrialization and its many reform movement, while the South remained true to the historic republican values of the Founding Fathers (many of whom owned slaves, including Washington, Jefferson and Madison.)

Frederick Douglass responded to these types of arguments with one of the most incendiary speeches of the era:

“What, to the American slave, is your 4th of July? I answer; a day that reveals to him, more than all other days in the year, the gross injustice and cruelty to which he is the constant victim. To him, your celebration is a sham; your boasted liberty, an unholy license; your national greatness, swelling vanity; your sound of rejoicing are empty and heartless; your denunciation of tyrants brass fronted impudence; your shout of liberty and equality, hollow mockery; your prayers and hymns, your sermons and thanks-givings, with all your religious parade and solemnity, are to him, mere bombast, fraud, deception, impiety, and hypocrisy — a thin veil to cover up crimes which would disgrace a nation of savages. There is not a nation on the earth guilty of practices more shocking and bloody than are the people of the United States, at this very hour.”

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Frederick Douglass, one of the most famous writers and orators of the 1800s, was born a slave in a time when it was illegal to teach an enslaved person to read or write.  Nonetheless, when he was twelve, his master’s wife taught him the alphabet.  When the master put a stop to this, Douglass began secretly saving his share of bread to trade with poor white children in the street in exchange for reading lessons.

The West, with its boundless prairies and swiftly growing population, flourished. Europe and the older settled parts of America demanded its wheat and meat products. The introduction of labor-saving implements—notably the McCormick reaper (a machine to cut and harvest grain)—made possible an unparalleled increase in grain production.

An important stimulus to the country’s prosperity was the great improvement in transportation facilities; from 1850 to 1857 the Appalachian Mountain barrier was pierced by five railway trunk lines linking the Midwest and the Northeast. These links established the economic interests that would undergird the political alliance of the Union from 1861 to 1865. The South lagged behind. It was not until the late 1850s that a continuous line ran through the mountains connecting the lower Mississippi River area with the southern Atlantic seaboard.

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Map of railroads in the United States in 1860. Notice how densely packed these lines are in the North, and how relatively unconnected the South is – an indicator of its overall lack of industrial development. This would prove to be a decisive factor during the Civil War.

Slavery and Sectionalism

One overriding issue exacerbated the regional and economic differences between North and South: slavery. Resenting the large profits amassed by Northern businessmen from marketing the cotton crop, many Southerners attributed the backwardness of their own section to Northern aggrandizement. Many Northerners, on the other hand, declared that slavery—the “peculiar institution” that the South regarded as essential to its economy—was largely responsible for the region’s relative financial and industrial backwardness.

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The largest cities in the United States in 1860. The promise of industrial jobs brought immigrants to the North in great numbers. By contrast, there were few factories in the South and most menial jobs were performed by slaves – meaning there was little motivation for immigrants to move there.

As far back as the Missouri Compromise in 1819, sectional lines had been steadily hardening on the slavery question. In the North, sentiment for outright abolition grew increasingly powerful. Southerners in general felt little guilt about slavery and defended it vehemently. In some seaboard areas, slavery by 1850 was well over 200 years old; it was an integral part of the basic economy of the region.

Although the 1860 census showed that there were nearly four million slaves out of a total population of 12.3 million in the 15 slave states, only a minority of Southern whites owned slaves. There were some 385,000 slave owners out of about 1.5 million white families. Fifty percent of these slave owners owned no more than five slaves. Twelve percent owned 20 or more slaves, the number defined as turning a farmer into a planter. Three-quarters of Southern white families, including the “poor whites,” those on the lowest rung of Southern society, owned no slaves.

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It is easy to understand the interest of the planters in slave holding. But the yeomen and poor whites supported the institution of slavery as well. They feared that, if freed, blacks would compete with them economically and challenge their higher social status. Southern whites defended slavery not simply on the basis of economic necessity but out of a visceral dedication to white supremacy.

As they fought the weight of Northern opinion, political leaders of the South, the professional classes, and most of the clergy now no longer apologized for slavery but championed it. Southern publicists insisted, for example, that the relationship between capital and labor was more humane under the slavery system than under the wage system of the North.

In the end, however, the most stinging criticism of slavery was not the behavior of individual masters and overseers. Abolitionists pointed out that by systematically treating African-American laborers as if they were domestic animals, slavery violated every human being’s inalienable right to be free.

The Compromise of 1850

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A slave market, notorious to abolitionists, stood within sight of the U.S. Capitol Building in Washington, DC.

Until 1845, it had seemed likely that slavery would be confined to the areas where it already existed. It had been given limits by the Missouri Compromise in 1820 and had no opportunity to overstep them. The new territories made renewed expansion of slavery a real likelihood.

Many Northerners believed that if not allowed to spread, slavery would ultimately decline and die. To justify their opposition to adding new slave states, they pointed to the statements of Washington and Jefferson, and to the Ordinance of 1787, which forbade the extension of slavery into the Northwest. Texas, which already permitted slavery, naturally entered the Union as a slave state. But the California, New Mexico, and Utah territories did not have slavery. From the beginning, there were strongly conflicting opinions on whether they should.

Southerners urged that all the lands acquired from Mexico should be thrown open to slave holders. Antislavery Northerners demanded that all the new regions be closed to slavery. One group of moderates suggested that the Missouri Compromise line be extended to the Pacific with free states north of it and slave states to the south. Another group proposed that the question be left to “popular sovereignty.” The government should permit settlers to enter the new territory with or without slaves as they pleased. When the time came to organize the region into states, the people themselves could decide.

In January 1848 the discovery of gold in California precipitated a headlong rush of settlers, more than 80,000 in the single year of 1849. Congress had to determine the status of this new region quickly in order to establish an organized government. The venerable Kentucky Senator Henry Clay, who twice before in times of crisis had come forward with compromise arrangements, advanced a complicated and carefully balanced plan. His old Massachusetts rival, Daniel Webster, supported it. Illinois Democratic Senator Stephen A. Douglas, the leading advocate of popular sovereignty, did much of the work in guiding it through Congress.

00080486The Compromise of 1850 contained the following provisions: (1) California was admitted to the Union as a free state; (2) the remainder of the Mexican cession was divided into the two territories of New Mexico and Utah and organized without mention of slavery; (3) the claim of Texas to a portion of New Mexico was satisfied by a payment of $10 million; (4) new legislation (the Fugitive Slave Act) was passed to apprehend runaway slaves and return them to their masters; and (5) the buying and selling of slaves (but not slavery) was abolished in the District of Columbia.

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An April 24, 1851 poster warning the “colored people of Boston” about policemen acting as slave catchers.

The country breathed a sigh of relief, even as the Compromise of 1850 left a bitter taste in everyone’s mouth. The new Fugitive Slave Law, in particular, was an immediate source of tension, but was essential to meet Southern demands.

It required federal judicial officials in all states and federal territories, including in those states and territories in which slavery was prohibited, to assist with the return of escaped slaves to their masters actively in the states and territories permitting slavery. Any federal marshal or other official who did not arrest an alleged runaway slave was liable to a fine of $1000. Law enforcement everywhere in the US had a duty to arrest anyone suspected of being a fugitive slave on no more evidence than a claimant’s sworn testimony of ownership. Suspected slaves could neither ask for a jury trial nor testify on their own behalf. In addition, any person aiding a runaway slave by providing food or shelter was to be subject to six months’ imprisonment and a $1000 fine. Officers capturing a fugitive slave were entitled to a fee for their work.

In addition to federal officials, the ordinary citizens of free states could be summoned to join a posse and be required to assist in the capture, custody, and/or transportation of the alleged escaped slave.

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Print by E. W. Clay, an artist who published many proslavery cartoons, supports the Fugitive Slave Act of 1850. In the cartoon, a Southerner mocks a Northerner who claims his goods, several bolts of fabric, have been stolen. “They are fugitives from you, are they?” asks the slaveholder. Adopting the rhetoric of abolitionists, he continues, “As to the law of the land, I have a higher law of my own, and possession is nine points in the law.”

The law was so rigorously pro-slavery as to prohibit the admission of the testimony of a person accused of being an escaped slave into evidence at the judicial hearing to determine the status of the accused escaped slave. Thus, if a freedman were claimed to be an escaped slave, they could not resist their return to slavery by truthfully telling their own actual history.

In terms of public opinion in the North, the critical provision was that ordinary citizens were required to aid slave catchers. This deeply offended many Northerners, who refused to have any part in catching slaves. Some actively and violently obstructed its enforcement. The Underground Railroad became more efficient and daring than ever.

The article was adapted in part from:

  1. Westward Expansion and Manifest Destiny
  2. Sectional Conflict
  3. The Compromise of 1850

Andrew Jackson, For and Against the Common Man

This lesson was reported from:

A chapter of The United States: An Open Ended History, a free online textbook.  Adapted in part from open sources.

For Your Consideration:
  1. Why was the election of 1824 so controversial?
  2. What is nullification? How did Andrew Jackson respond to South Carolina’s attempts to nullify the tariff?
  3. Why didn’t President Jackson like the national bank? What did he do to kill it?
  4. What was the Indian Removal Act?
  5. What was the Trail of Tears?

The 1824 Election and Presidency of John Q. Adams

With the dissolution of the Federalist Party, there were no organized political parties for the 1824 presidential election, and four Democratic-Republicans vied for the office. The Tennessee legislature and a convention of Pennsylvania Democratic-Republicans had nominated General-turned-Senator Andrew Jackson. The Congressional Democratic-Republican caucus selected Treasury Secretary William H. Crawford. Secretary of State John Q. Adams, son of the former President Adams, and House Speaker Henry Clay also joined the contest.

When the electoral votes were cast and counted, no candidate had a majority of votes. Jackson had won the most votes, but Constitutionally, a plurality was not good enough, and the vote for the top three candidates went to the House of Representatives. Clay, with the least amount of votes, was ineligible, but still wielded a lot of power as speaker of the house. And since Clay had a personal dislike of Jackson and supported many of Adams’ policies, which were similar to his American System, Clay threw his support to Adams. Thanks to this support, Adams won the presidency, much to the chagrin of Jackson, who had won the most electoral and popular votes. After Adams appointed Clay as secretary of state, Jackson’s supporters protested that a corrupt bargain had been struck – that Jackson had been robbed of his rightful victory because of dishonest, behind-the-scenes deals made by the elite Adams and Clay.

The 1824 election enabled the resurgence of political parties in America. Jackson’s followers, members of the Democratic Party, were known as Jacksonians; Adams, Clay, and their supporters established the National Republican Party. Partisan politics was back in style in Washington, DC.

During Adams’s administration, new party alignments appeared. Adams’s followers, some of whom were former Federalists, took the name of “National Republicans” as emblematic of their support of a federal government that would take a strong role in developing an expanding nation. Though he governed honestly and efficiently, Adams was not a popular president. He failed in his effort to institute a national system of roads and canals. His coldly intellectual temperament did not win friends. Jackson, by contrast, had enormous popular appeal and a strong political organization. His followers coalesced to establish the Democratic Party, claimed direct lineage from the Democratic-Republican Party of Jefferson, and in general advocated the principles of small, decentralized government.

These factors meant that in the election of 1828, Jackson defeated Adams by an overwhelming electoral majority.

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Jackson—Tennessee politician, fighter in wars against Native Americans on the Southern frontier, and hero of the Battle of New Orleans during the War of 1812—drew his support from poorer white men. He came to the presidency on a rising tide of enthusiasm for popular democracy. The election of 1828 was a significant benchmark in the trend toward broader voter participation. By then most states had either enacted universal white male suffrage or minimized property requirements. In 1824 members of the Electoral College in six states were still selected by the state legislatures. By 1828 presidential electors were chosen by popular vote in every state but Delaware and South Carolina. These developments were the products of a widespread sense that the people should rule and that government by traditional elites had come to an end.  Of course, the nation’s definition of “the people” did not include African Americans, Native Americans, or women of any race.

Nullification Crisis

Toward the end of his first term in office, Jackson was forced to confront the state of South Carolina, the most important of the emerging Deep South cotton states, on the issue of the protective tariff. Business and farming interests in the state had hoped that the president would use his power to modify the 1828 act that they called the Tariff of Abominations. In their view, all its benefits of protection went to Northern manufacturers, leaving agricultural South Carolina poorer. In 1828, the state’s leading politician—and Jackson’s vice president until his resignation in 1832—John C. Calhoun had declared in his South Carolina Exposition and Protest that states had the right to nullify oppressive national legislation.

In 1832, Congress passed and Jackson signed a bill that revised the 1828 tariff downward, but it was not enough to satisfy most South Carolinians. The state adopted an Ordinance of Nullification, which declared both the tariffs of 1828 and 1832 null and void within state borders. Its legislature also passed laws to enforce the ordinance, including authorization for raising a military force and appropriations for arms. Nullification – a state’s right to ignore federal laws with which it disagreed – was a long-established theme of protest against perceived excesses by the federal government. Jefferson and Madison had proposed it in the Kentucky and Virginia Resolutions of 1798, to protest the Alien and Sedition Acts. The Hartford Convention of 1814 had invoked it to protest the War of 1812. Never before, however, had a state actually attempted nullification. The young nation faced its most dangerous crisis yet.

In response to South Carolina’s threat, Jackson sent seven small naval vessels and a man-of-war to Charleston in November 1832. On December 10, he issued a resounding proclamation against the nullifiers. South Carolina, the president declared, stood on “the brink of insurrection and treason,” and he appealed to the people of the state to reassert their allegiance to the Union. He also let it be known that, if necessary, he personally would lead the U.S. Army to enforce the law.

When the question of tariff duties again came before Congress, Jackson’s political rival, Senator Henry Clay, a great advocate of protection but also a devoted Unionist, sponsored a compromise measure. Clay’s tariff bill, quickly passed in 1833, specified that all duties in excess of 20 percent of the value of the goods imported were to be reduced year by year, so that by 1842 the duties on all articles would reach the level of the moderate tariff of 1816. At the same time, Congress passed a Force Act, authorizing the president to use military power to enforce the laws.

South Carolina had expected the support of other Southern states, but instead found itself isolated. (Its most likely ally, the state government of Georgia, wanted, and got, U.S. military force to remove Native-American tribes from the state.) Eventually, South Carolina rescinded its action. Both sides, nevertheless, claimed victory. Jackson had strongly defended the Union. But South Carolina, by its show of resistance, had obtained many of its demands and had demonstrated that a single state could force its will on Congress.

The Bank War

Although the nullification crisis possessed the seeds of civil war, it was not as critical a political issue as a bitter struggle over the continued existence of the nation’s central bank, the second Bank of the United States. The first bank, established in 1791 under Alexander Hamilton’s guidance, had been chartered for a 20-year period. Though the government held some of its stock, the bank, like the Bank of England and other central banks of the time, was a private corporation with profits passing to its stockholders. Its public functions were to act as a depository for government receipts, to make short-term loans to the government, and above all to establish a sound currency by refusing to accept at face value notes (paper money) issued by state-chartered banks in excess of their ability to redeem.

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King Andrew the First is a famous American political cartoon created by an unknown artist around 1833. The cartoon depicts Andrew Jackson, the 7th United States president, as a monarch holding a veto bill and trampling on the Constitution and on internal improvements of the national bank.

To the Northeastern financial and commercial establishment, the central bank was a needed enforcer of prudent monetary policy, but from the beginning it was resented by Southerners and Westerners who believed their prosperity and regional development depended upon ample money and credit. The Republican Party of Jefferson and Madison doubted its constitutionality. When its charter expired in 1811, it was not renewed.

For the next few years, the banking business was in the hands of state-chartered banks, which issued currency in excessive amounts, creating great confusion and fueling inflation. It became increasingly clear that state banks could not provide the country with a reliable currency. In 1816 a second Bank of the United States, similar to the first, was again chartered for 20 years. From its inception, the second bank was unpopular in the newer states and territories, especially with state and local bankers who resented its virtual monopoly over the country’s credit and currency, but also with less prosperous people everywhere, who believed that it represented the interests of the wealthy few.

On the whole, the bank was well managed and rendered a valuable service; but Jackson long had shared the Republican distrust of the financial establishment. Elected as a tribune of the people, he sensed that the bank’s aristocratic manager, Nicholas Biddle, was an easy target. When the bank’s supporters in Congress pushed through an early renewal of its charter, Jackson responded with a stinging veto that denounced monopoly and special privilege. The effort to override the veto failed.

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A political cartoon depicting Jackson battling the many-headed monster of the bank.

In the presidential campaign of 1832, the bank question revealed a fundamental division. Established merchant, manufacturing, and financial interests favored sound money. Regional bankers and entrepreneurs on the make wanted an increased money supply and lower interest rates. Other debtor classes, especially farmers, shared those sentiments. Jackson and his supporters called the central bank a “monster” and coasted to an easy reelection victory over Henry Clay.

The president interpreted his triumph as a popular mandate to crush the central bank irrevocably. In September 1833 he ordered an end to deposits of government money in the bank, and gradual withdrawals of the money already in its custody. The government deposited its funds in selected state banks, characterized as “pet banks” by the opposition.

For the next generation the United States would get by on a relatively unregulated state banking system, which helped fuel westward expansion through cheap credit but kept the nation vulnerable to periodic panics. During the Civil War, the United States initiated a system of national charters for local and regional banks, but the nation returned to a central bank only with the establishment of the Federal Reserve system in 1913.

The Trail of Tears

In the 1820s, President Monroe’s secretary of war, John C. Calhoun, pursued a policy of removing the remaining tribes from the old Southwest and resettling them beyond the Mississippi. Jackson continued this policy as president. In 1830 Congress passed the Indian Removal Act, providing funds to transport the eastern tribes beyond the Mississippi. In 1834 a special Native-American territory was set up in what is now Oklahoma. In all, the tribes signed 94 treaties during Jackson’s two terms, ceding millions of hectares to the federal government and removing dozens of tribes from their ancestral homelands.

The United States, as it expanded to the west, forcibly removed or killed many Native Americans from their lands as it violated the treaties and Indian rights which both parties had agreed upon. In this way, the concerns of white landowners were considered above the interests of the Indians. In Georgia, for instance, the governor ordered the Cherokee to vacate their lands so the territory would be able to be redistributed to poor Georgians. The Cherokee refused, as they contended that a treaty with the United States that had been signed earlier guaranteed their right to the land. Through a friend of the tribe, they brought their case all the way to the Supreme Court.

In 1832, when Andrew Jackson was President, the Supreme Court ruled that Georgia had acted unconstitutionally. However, Jackson refused to enforce the Court’s ruling. Meanwhile, Congress had passed the Indian Removal Act, which granted reservation land to Native Americans who relocated to territory west of the Mississippi. Under the law, Native Americans could have stayed and became citizens of their home states. The removal was supposed to be peaceful and by their own will, but Jackson forced them to go west.

The Cherokee were forced out of Georgia and had to endure a brutal and deadly trip to the area comprising present-day Oklahoma, a journey which they called the Trail of Tears. Between 2,000 and 4,000 of the 16,000 migrating Cherokees died during the journey, including women, children, and elderly members of the tribe. The conditions were horrible. They were exposed to disease and starvation on their way to the makeshift forts that they would live in. The Cherokees weren’t the only tribe that was forced to leave their homelands. The Choctaws, Creeks, Seminoles, and Chickasaws were also forced to migrate west. The Choctaws were forced to move first in the winter of 1831 and 1832 and many would die on the forced march. The Creek nation would resist the government in Alabama until 1836 but the army eventually pushed them towards Oklahoma. In the end the Natives forced to move traded about 100 million acres for about 32 million acres and about 65 million dollars total for all Native tribes forced to move. This forced relocation of the American Indians was only a chapter in the cruelty given to the Natives by the American government. These forced migrations would have a terrible effect on the Natives as many were victim to disease, starvation, and death.

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Map of United States Indian Removal, 1830–1838. Oklahoma, the federally dedicated Indian Territory, is depicted in light yellow-green.

Seminole Wars

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In 1836, Osceola led a small group of warriors in the Seminole resistance during the Second Seminole War, when the United States tried to remove the tribe from their lands in Florida to Indian Territory west of the Mississippi River. Osceola led the Seminole resistance to removal until he was captured on October 21, 1837, by deception, under a flag of truce, when he came forward for peace talks.

The Seminole Nation in Florida also resisted forced migration. Osceola who was the leader of the Seminoles waged a fierce guerrilla war against federal troops in 1835. The Seminole forces included Creeks, Seminoles, and even African Americans. Osceola would be captured by the US Army under a false white flag of truce. He would die in a POW camp in 1838. However, the Seminoles continued to fight under Chief Coacoochee and other leaders. Finally, in 1842, after much violence on both side, the US would cease its removal efforts. Some Seminoles would remain in Florida to this day near the Everglades.

The article was adapted in part from:

  1. Nationalism and Division
  2. Westward Expansion and Regional Differences

Adams, Jefferson, and Competing Visions for the New Republic

This lesson was reported from:

A chapter of The United States: An Open Ended History, a free online textbook.  Adapted in part from open sources.

For Your Consideration:
  1. What did the Alien and Sedition Acts do? (Name at least two things)
  2. How did Madison and Jefferson respond?
  3. What happened in the case of Marbury v Madison?
  4. What factors caused the use of slavery to increase in the early 1800s?
  5. Why did Jefferson purchase Louisiana?

The Adams Presidency

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John Adams, 2nd President of the United States.

Washington announced his retirement in 1796, firmly declining to serve for more than eight years as the nation’s head. Thomas Jefferson of Virginia (Republican) and John Adams (Federalist) vied to succeed him. Adams won a narrow election victory.

Adams faced serious international difficulties. France, at war with Britain and angered by the fact that the U.S. refused to cut off ties with Britain, began to seize American merchant ships there. By 1797 France had snatched 300 American ships and broken off diplomatic relations with the United States. When Adams sent three commissioners to Paris to negotiate, agents of Foreign Minister Charles Maurice de Talleyrand (whom Adams labeled X, Y, and Z in his report to Congress) informed the Americans that negotiations could only begin if the United States loaned France $12 million and bribed officials of the French government. American hostility to France rose to an excited pitch. Federalists called for war.

These events – the so-called XYZ Affair – led to the strengthening of the fledgling U.S. Armies and Navy.Congress authorized the acquisition of twelve frigates, and made other appropriations to increase military readiness. Despite calls for a formal war declaration, Adams remembered Washington’s farewell address, which warned against getting involved in European conflict, and steadfastly refused to ask Congress for one.

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A political cartoon depicts the XYZ Affair – America is a female being plundered by Frenchmen. (1798)

In 1799, after a series of sea battles with the French, war seemed inevitable. In this crisis, Adams rejected the guidance of Hamilton, who wanted war, and reopened negotiations with France. Napoleon, who had just come to power, received them cordially. The danger of conflict subsided with the negotiation of the Convention of 1800, which formally released the United States from its 1778 defense alliance with France. However, reflecting American weakness, France refused to pay $20 million in compensation for American ships taken by the French Navy.

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Vice President Thomas Jefferson actively worked against his own president, arguing that states had the right to nullify or ignore those federal laws with which they disagreed.

Hostility to France led the Federalist controlled Congress to pass the Alien and Sedition Acts, which had severe repercussions for American civil liberties. The Naturalization Act, which changed the requirement for citizenship from five to 14 years, was targeted at Irish and French immigrants suspected of supporting the Republicans. The Alien Act, operative for two years only, gave the president the power to expel or imprison aliens in time of war. The Sedition Act forbid writing, speaking, or publishing anything of “a false, scandalous, and malicious” nature against the president or Congress. The few convictions won under it created martyrs to the cause of civil liberties and aroused support for the Republicans.

The acts met with resistance. Jefferson – Adams’s own vice-president – and James Madison sponsored the passage of the Kentucky and Virginia Resolutions by the legislatures of these two states in November and December 1798. As extreme declarations of states’ rights, the resolutions asserted that states could ignore federal actions if they disagreed with them.  This concept of nullification would be used later for the Southern states’ resistance to protective tariffs (favored by the North), and, more ominously, slavery.

Industry and Slavery

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A Roberts loom in a weaving shed in 1835. Textiles were the leading industry of the Industrial Revolution and mechanized factories, powered by a central water wheel or steam engine, were the new workplace.

In the 1790s certain New England weavers began building large, automated looms, driven by water power. To house them they created the first American factories. Working the looms required less skill and more speed than household laborers could provide. The looms needed people brought to them; and they also required laborers who did not know the origin of the word sabotage. These factories sought out young women.

The factory owners said they wanted to hire these women just for a few years, with the ideal being that they could raise a dowry for their wedding. They were carefully supervised, with their time laid out for them. Some mill owners created evening classes to teach these women how to write and how to organize a household.

The factories provided a cheaper source of cotton cloth, sent out on ships and on roads improved by a stronger government. For the first time some people could afford more than two outfits, work and Sunday best. They also provided an outlet for cotton from the slave states in the South. Cotton was at that time one among many crops. Many slaves had to work to separate cotton from the seeds of the cotton plant, and to ship it to cloth-hungry New England. This was made simpler by Eli Whitney’s invention of the cotton gin in 1793. Cotton became a profitable crop, and many Southern farms now made it their only crop. Growing and picking cotton was long, difficult labor, and the Southern plantation made it the work for slaves. Northern factories became part of the economy of slavery.

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Two slaves operate one of Eli Whitney’s cotton gins. Whitney invented his cotton gin in 1793. He began to work on this project after moving to Georgia in search of work. Whitney created two cotton gins: a small one that could be hand-cranked and a large one that could be driven by a horse or water power. Thanks to the cotton gin, the production of raw cotton doubled each decade after 1800.

This renewed reliance on slavery went against the trend in other parts of the country. Vermont had prohibited slavery in its state constitution in 1777. Pennsylvania passed laws for the gradual abolition of the condition in 1780, and New York State in 1799. Education, resources, and economic development created the beginnings of industrialization in many Northern states and plantations and slavery and less development in states in the Deep South.

The Election of 1800

By 1800 the American people were ready for a change. Under Washington and Adams, the Federalists had established a strong government, but sometimes they had followed policies that alienated large groups. For example, in 1798 they had enacted a tax on houses, land, and slaves, affecting every property owner in the country.

The campaign of 1800 was bitter – Jefferson’s allies suggested that President Adams of having a “hideous hermaphroditical character, which has neither the force and firmness of a man, nor the gentleness and sensibility of a woman.”  Adams’s supporters called Vice President Jefferson “a mean-spirited, low-lived fellow, the son of a half-breed Indian squaw, sired by a Virginia mulatto father.”  The two men didn’t speak to each other for another decade.

The Constitution originally called for the individual with the most votes in an election to become President, and for the runner-up to become Vice President. George Washington, who had approved of this system, had justified it by the belief that it worked against factionalism in political parties. However, it had already resulted in the alienation of Vice President Thomas Jefferson under the Adams administration.

In 1800, Thomas Jefferson and Aaron Burr ran against Adams and his running mate. The two Republican candidates would have preferred for Jefferson to become President and Burr to become Vice President. But the Electoral College vote was tied between the two of them. The Federalist-controlled House of Representatives was called upon to chose between them. It had to vote thirty-six times before Jefferson was chosen to be President, and then only with the reluctant agreement of Alexander Hamilton – to stop Burr, who had refused to concede the presidency to Jefferson as planned. Congress later approved a Constitutional amendment allowing for separate balloting for President and Vice President in the Electoral College.

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Vice President Aaron Burr bore a grudge against Hamilton for this. In 1804, when the two ran for Governor of New York, they dueled, and Burr killed Hamilton.

In Jefferson’s inaugural address, the first such speech in the new capital of Washington, D.C., he promised “a wise and frugal government” that would preserve order among the inhabitants but leave people “otherwise free to regulate their own pursuits of industry, and improvement.”  He also spoke of reconciliation after the bitter campaign saying, “We have called by different names brethren of the same principle. We are all Republicans, we are all Federalists.”

Marbury v. Madison

On March 2, 1801, just two days before his presidential term was to end, Adams nominated nearly 60 Federalist supporters to circuit judge and justice of the peace positions the Federalist-controlled Congress had newly created. These appointees—whom Jefferson’s supporters derisively referred to as “the Midnight Judges”—included William Marbury, an ardent Federalist and a vigorous supporter of the Adams presidency.

On March 4, 1801, Thomas Jefferson was sworn in and became the 3rd President of the United States. As soon as he was able, Jefferson instructed his new Secretary of State, James Madison, to withhold the undelivered appointments. In Jefferson’s opinion, the commissions were void because they had not been delivered in time.  Without the commissions, the appointees were unable to assume the offices and duties to which they had been appointed. In December 1801, Marbury filed suit against Madison in the Supreme Court, asking the Court to force Madison to deliver Marbury’s commission. This lawsuit resulted in the case of Marbury v. Madison.

The Court did not order Madison to comply. Marshall examined the law Congress had passed that gave the Supreme Court jurisdiction over types of cases like Marbury’s, and found that it had expanded the definition of the Supreme Court’s jurisdiction beyond what was originally set down in the U.S. Constitution. Marshall then struck down the law. This is the origin of the concept of judicial review – the idea that American courts have the power to strike down laws or actions of the government found to violate the Constitution.  If the Supreme Court has a super power, it is this, and they discovered it here.

800px-Plaque_of_Marbury_v._Madison_at_SCOTUS_Building
Inscription on the wall of the Supreme Court Building from Marbury v. Madison, in which Chief Justice John Marshall outlined the concept of judicial review.

The Louisiana Purchase

One of Jefferson’s acts doubled the area of the country. At the end of the Seven Years’ War, France had ceded its territory west of the Mississippi River to Spain. Access to the port of New Orleans near its mouth was vital for the shipment of American products from the Ohio and Mississippi river valleys. Shortly after Jefferson became president, Napoleon forced a weak Spanish government to cede this great tract, the Louisiana Territory, back to France. The move filled Americans with apprehension and indignation. French plans for a huge colonial empire just west of the United States seriously threatened the future development of the United States. Jefferson asserted that if France took possession of Louisiana, “from that moment we must marry ourselves to the British fleet and nation.”

Napoleon, however, lost interest after the French were expelled from Haiti by a slave revolt. Knowing that another war with Great Britain was impending, he resolved to fill his treasury and put Louisiana beyond the reach of Britain by selling it to the United States. His offer presented Jefferson with a dilemma: The Constitution conferred no explicit power to purchase territory. At first the president wanted to propose an amendment, but delay might lead Napoleon to change his mind. Advised that the power to purchase territory was an implied power, suggested by the enumerated power to make treaties, Jefferson relented, saying that “the good sense of our country will correct the evil of loose construction when it shall produce ill effects.”

All of this sidestepped the question of whether this land was France’s to sell in the first place – barely any of it was occupied by French people let alone the French army.  Instead, it was filled with millions of Native Americans living across hundreds of independent tribes, most of whom had likely never heard of France or the United States.

The United States obtained the “Louisiana Purchase” for $15 million in 1803. It contained more than 2,600,000 square kilometers as well as the port of New Orleans. Once the natives who occupied it had been conquered and removed, the nation would gain a sweep of rich plains, mountains, forests, and river systems that within 80 years would become its heartland—and a breadbasket for the world.

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The 1803 Louisiana Purchase totaled 827,987 square miles (2,144,480 square kilometers), doubling the size of the United States.

Jefferson commissioned the  Lewis and Clark Expedition (1) to explore and map the newly acquired territory, (2) to find a practical route across the western half of the continent, and (3) to establish an American presence in this territory before Britain and other European powers tried to claim it. The campaign’s secondary objectives were scientific and economic: (4) to study the area’s plants, animal life, and geography, and (5) to establish trade with local American Indian tribes.

From May 1804 to September 1806, the Corps of Discovery under the command of Captain Meriwether Lewis and his close friend Second Lieutenant William Clark, was the first American expedition to cross the western portion of the United States. Also along for the mission was York, Clark’s slave, who who carried a gun and hunted on behalf of the expedition and was also accorded a vote during group decisions, more than half a century before African Americans could actually participate in American democracy.  Along the way, the Corps picked up they met a French-Canadian fur trapper named Toussaint Charbonneau, and his teenage Shoshone wife Sacagawea, who had purchased as a slave and who was pregnant with their child.  The Shoshone lived in the Rocky Mountains, and Sacagawea’s knowledge of nature, geography, language, and culture proved to be invaluable to the expedition.

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Lewis and Clark on the Lower Columbia depicts the meeting between the Corps of Discovery and the Chinook people on the Lower Columbia River in October 1805.  Sacagawea is depicted with arms outstretched.

The Corps met their objective of reaching the Pacific, mapping, and establishing their presence for a legal claim to the land. They established diplomatic relations and trade with at least two dozen indigenous nations. They did not find a continuous waterway to the Pacific Ocean (mostly because one does not exist!) but located an Indian trail that led from the upper end of the Missouri River to the Columbia River which ran to the Pacific Ocean. They gained information about the natural habitat, flora and fauna, bringing back various plant, seed and mineral specimens. They mapped the topography of the land, designating the location of mountain ranges, rivers and the many Indian tribes during the course of their journey. They also learned and recorded much about the language and customs of the American Indian tribes they encountered, and brought back many of their artifacts, including bows, clothing and ceremonial robes.

The article was adapted in part from:

  1. The Formation of a National Government
  2. The Early Years of the Republic
  3. The Lewis and Clark Expedition