Representation of National Identity in the Wake of the Sputnik Crisis

Representation of National Identity in the Wake of the Sputnik Crisis

Matt Triolo

“I got a phone call at my home in Princeton about 7:00 PM on Friday evening, October 4, from the New York Times aeronautics reporter, Richard Witkin. Had I Heard? What is the reaction to the U.S rocket community? My response is not even in my memory” said Martin Summerfield.  He went on, “But the impact of the launch on the United States, as well on my own career, would be powerful indeed… by 1962 a growth so rapid membership in the institute of Aeronautical science, as membership quadrupled from a few dozen to 20,000 in response (to Sputnik)” (Harford, 1999) At the dawn of the Space Race both the Soviet Union and the United States responded to the launch of Sputnik, which up until that point was the greatest technological feat ever achieved by man. This launch came at a pivotal time in the Cold War. As now each nation put resources into; What does the response of the Soviet Union and the United States say about each respective nation?  Does national identity reflect the true intentions of a nation or is it just an image to share with the rest of the world?

            The importance of researching the topic of national identity and Sputnik comes at the crux of the Cold War. During this era image and ideology reigned supreme as competing spheres of influence were ever growing and expanding. Prior historians have delved into the topic in order to uncover the finer points and develop the historiographical conversation even further. The relevance of the topic goes further as national identity and learning how nations portray themselves has a continuing legacy across all eras of modern history.  The use of newspapers official reports, as well as propaganda footage reveals the identity each nation was trying to portray in a post Sputnik world as the space race moved forward. The response to the successful launch of Sputnik showcases the national identity and ideologies of both the United States and the Soviet Union. The Soviet Union doubled down on the glory of their socialist and communist society being the only way of the future. In contrast to this the United States realized their own scientific shortcomings, and buckled down and rely on innovations from a capitalist system in order to make up lost ground in the Space Race. Identifying national identity can greatly assist students within the classroom it allows them to have a greater understanding of what countries are involved in a given conflict as well as makes certain countries easier to identify through their national Identity. With a subject like the Cold war this is fairly important and beneficial for students, the cold war sees two drastically different forces shaping the world around them. Understanding the national identity of each side of the cold war will allow for greater understanding. With the cold war taking up much of the 20th century there is a wide range of history for students to learn associated with this era, so having a deep and rich understanding of the source material is vital.

The use of Sputnik specifically is also important. While the United States of America claimed victory in the Cold War it is important to recognize it was not as one sided as contemporary history leads students to believe. The Soviet Union took an early lead in the space race and remained a head of the United States for much of the Space race. Introducing how behind the United States was builds a better historical narrative and further supports students in learning the topic. Within sputnik there are a great deal of Primary sources that show the inner workings and thought processes of the United States and Soviet Union. Overall, this article will be a resource for teachers to learn about national identity in the early stages of the space race as well as a deep dive into sputnik as an educational tool for teachers to cover a wide range of ideas.

            The origins of the space race lie deep within the Cold War, as global conflict developed the need and desire for scientific advancement. It seemed impossible to be without innovation and a drive to compete globally.  The Cold War saw the world divided into influence spheres of superpowers, the United States and The Soviet Union. Following the end to a long and devastating World War most nations worldwide were defeated and crumbling looking to rebuild from what they lost. The United States of America and the Soviet Union were the only nations standing, both with daring dreams of global influence and prestige. The Cold War put ideology at the forefront as now nations of the world found themselves taking sides between an ever-growing communist sphere and the free world. As the Cold War developed tensions rose in pockets of proxy wars where USSR backed forces squared off with American forces.  This global game of chess encompassed all aspects of life, trade, and warfare and diplomacy. The Cold War was the peak of 20th century global politics, the heights of which would never be seen again. Historian John Gaddis “No one today worries about a new global war, or a total triumph of dictators, or the prospect that civilization itself might end. That was not the case when the Cold War began. For all its dangers, atrocities, costs, distractions, and moral compromises, the Cold War—like the American Civil War—was a necessary contest that settled fundamental issues once and for all.” (Gaddis, 2007)

            The Soviet Union found themselves in a peculiar and significantly powerful position following the Second World War. The Yalta conference preceding the end of the Second World War played a significant role in shaping the Cold War for the Soviet Union. The agreement made between Churchill and Stalin would divide Europe into influence spheres. The Soviet Union liberated former Nazi Germany territory in Western Europe that they would turn into new additions to the Soviet Union. The USSR with rising influence outside of Europe, in Asia and the surrounding regions. The Soviet Union was a powerhouse of an authoritarian communist state running on government control of production as well as control over all aspects of life. This nation was expanding and ready to make its mark in global politics cementing itself as true superpower.

            For the United States the Second World War established the growing nation as a competitive superpower. For years prior the United States had gone from a non-influential nation to the top dog for the western world. Being left relatively unscathed by two World Wars allowed the United States to grow to the levels of its contemporaries. Following the Second World War the United States used its wealth to rebuild Europe bolstering its position as both an ally to Eastern Europe and a superpower. As the world moved into the Cold War the United States saw communism as a looming threat to both global security and freedom. In order to meet the rising threat, the United States adopted a policy of containment with the goal of stopping the spread of communism and furthermore the expansion of powers by the Soviet Union. In the early stages of the Cold War the United States developed new technologies in order to meet the threat of communism.  This policy throughout the Cold War would expand to the space race, matching the Soviets where ever possible. The space race was a new challenge that would bring American strength and innovation to the forefront to meet a menacing advisory.

            National identity refers to the way a country views itself in regards to the rest of the world. For some national identity is the idealized version of a nation, showing the characteristics that it wishes to share with the outside world. These national identities often have a great deal to do with the leading ideology of a country. Communist nations tend to value national unity, while other free nations will value freedom and innovation. During the Cold War national identity and prestige were everything as the world was divided into growing influence spheres. National identity moves nations along it inspires individuals to act as for their nation and inspire bouts of patriotism and nationalism.

As the Cold War moved forward the developments in military rockets quickly turned to ambitions out of this world. Combine competing ambitions with the backdrop of the Cold War and the space race was born. Scientific developments moved at breakneck speeds and a push to get to the stars was now an achievable goal. On October 4th of 1957 the Soviets took great leaps and bounds launching the satellite Sputnik into the atmosphere dawning the start of the space race and a new era in the history of the Cold War. The world watched as the Soviet Union rocketed past them. For the United States, the policy of containment now reached outside the globe as they attempted to contain any communist threat even in space.

The Union of Soviet Socialist Republics, or the USSR was a dominant force in both Western Europe as well as global politics for a majority of the 20th century. Its reach knew no bounds moving into the middle of the 20th century.  Its dominant rise and position as a global superpower seemed unstoppable rivaling any western challenger. The carefully crafted identity of the Soviet Union revolved around imagery of strength, the will of the people and party as well as a sense that the Soviet way of life was the most fruitful and effective. The peak of USSR dominance was at the inception of the new space race where the USSR was literally thousands of miles ahead of its contemporaries. The successful launch of Sputnik signaled to the world what scientific heights the Soviet Union was capable of as well as how far behind the rest of the world was. Through publications of the era, it is clear that the successful launch of Sputnik represented the national identity of Soviet Union strength, unity, and superiority to the outside world and at the core of Soviet messaging.

            Soviet identity believed they were destined to conquer and claim the new frontier for humanity. Space was a new boundary for human exploration, it was the next natural step for a species that has controlled the rest of the planet. The Soviet identity was centered on the Soviet Union being the best form of humanity. Being the first to conquer space fit perfectly within the goals and ambitions of the Soviet Union. A key aspect of the identity of the Soviet Union was the development of an us vs them mentality, the rest of the western world was evil and that the Soviet Union was above all and no other way of life could have paved the way for the future. Another focal point of Soviet identity that was critical during the early stages of the space race was the sense of unity and strength shared by all Soviet peoples. Unity and power were the cornerstone of Soviet thinking, as historian Sarah Davis Wrote, “According to the propaganda, power in the USSR belonged to the people, namely the workers and peasants” (Davies, 1997). The aura of the USSR being of the people created a sense of unity with each person being a cog in a much larger and grand mechanism. The national identity of the USSR inspired scientists and the Soviet government to have made the transition into aiming for space. The Soviet space program slotted in perfectly into that identity with it being a driving force behind the mentality of those behind it.

            The Soviet identity was strong presence through the core of its own space program, the space program was emblematic of the Soviet Union as a whole. The idea of unity and being just part of the larger mechanism was seen throughout the space program. The celebrity associated with advancements in space travel for the most part was not seen in the Soviet Union. The most glaring hidden figure of the Soviet space program was the mind behind Sputnik itself, Sergei Korolev was a dominant figure in the Soviet space program being a chief designer that was anonymous during his time being represented merely through a pseudonym. “For Korolev, an engineer-manager of tremendous achievement and high ego, to have to reconcile himself to career long obscurity” (Harford 1999). The Soviet identity was focused on the larger picture of workers together leading to one of its greatest minds being denied appropriate recognition for their contributions to history.

            In October of 1957 the mythos and identity of the Soviet Union was still holding strong and this was reflected in party publications of the time. Pravda was one such publication, controlled and operated by the Communist Party. Pravda was the first and most common dose of propaganda given to citizens of the Soviet Union. Issues of Pravda were a conduit for information within its circulation, millions of daily issues reported on changes in official Policy as well as propaganda that served to strengthen ties to the Communist Party and the Soviet Union as a whole. For all state-run companies, organizations and the military had subscriptions to Pravda with the express purpose of driving home the party messages and keeping readers minds closed to any other information. The publication of this particular issue comes in at a pivotal moment the Soviet Union’s history as they overtook the rest of the world in space travel.

            The Soviet Space program and its accomplishments were kept mostly in secret. This publication serves as a rare glimpse for the world serving its purpose as a propaganda piece as well as a representing Soviet identity. As in all issues of Pravda this particular issue focused on spreading the glory of the Soviet Union through information and the famous propaganda of the publication. The successful launch of Sputnik saw the Soviet Union surpass the rest of the world scientifically for a moment and the writers behind Pravda needed to write about and promote this. At the core of this newspaper is Communist Party propaganda. While sharing information about the launch is important the main goal is to drive home the message and the praises of the Communist Party. This Pro party sentiment comes to a head during the last section of the article, “Artificial earth satellites will pave the way to interplanetary travel and, apparently our contemporaries will witness how the freed and conscientious labor of the people of the new socialist society makes the most daring dreams of mankind a reality” (Pravda, 1957). This moment in history is where the USSR shined the brightest and was the sole winner dominating any global competition. It seemed at least for the members of the Soviet Union who bought into the Soviet propaganda that Socialism and the ways of the party were the path to the future. Within this article the wide ambition following the launch of Sputnik were dreams of interplanetary travel. The publication of articles like these fits in with the narrative of the Soviet Union moving into the future and communism being the way of the future.

            To the party leaders, optics were seen as priority, portraying the grand nature of the Soviet Union. This was key in crafting and maintaining a national identity with the glory of the Soviet Union shown with great power through grand military parades.  These parades were common along with praising the roots of the USSR in revolution. This sort of celebration was seen even in the space program. Sputnik was a huge accomplishment for those in the Soviet Union combining this achievement and celebration that the Soviet Union was exactly what the Communist Party wanted. In an interview Cosmonaut Georgy Grechko told the story of the Communist Party’s request for a procommunist launch, “After Sputnik 1, Sergei Korolev went to the Kremlin and Khrushchev said to him, we never thought that you would launch Sputnik before the Americans. But you did it. Now please launch something new in space for the next anniversary of our revolution. The anniversary would be in one mouth… and we launched on November 3rd 1957, in time for the celebration of the revolution” (Grechko, 1989) This is emblematic of the identity of the Soviet Union due to its origins in revolution and its desire to lead the world in strength and innovation. The glory of the Soviet Union continued its legacy with another successful launch on the 29th anniversary of the USSR.

            Propaganda posters are a mainstay of the Soviet Union as a promotion for both nationalism and party unity. A picture is truly worth a thousand words and a propaganda poster might be worth double that. A poster can appeal to anyone and simply looking at it can convey a message; this is in contrast to other forms of propaganda that might require more of an active participation from the viewer. Pieces such as pamphlets and books require the viewer to both know how to read and also at a high enough reading level to understand what is being written. Posters could be viewed by anyone and are eye catching while spreading the message to the biggest possible audience in an efficient manner. Soviet era propaganda posters had the unique job of spinning famine and hardship as well as creating a certain image for the leadership.  “A concerted propaganda campaign tried to portray the country’s leaders in a populist guise, an image that clearly had the potential to resonate with the people’s own representations”. The widespread use of propaganda and more specifically posters carried out a specific goal in influencing the largest portion of the population.

            In response to the launch of Sputnik Soviet propaganda used this great success to further the identity of the Soviet Union through propaganda posters. These posters crafted following the rise of Sputnik communicated Soviet ideals to the masses, promoting both the glory and the strength of the Soviet Union. One poster published in 1958 depicts a series of rockets launching into outer space with Sputnik 1 being at the bottom and more advanced and futuristic rockets above it. The USSR is the only country seen on earth with a red star and golden leaves at the base. Along with this imagery there is a simple tag line “Fatherland! You lighted the star of progress and peace. Glory to the science, glory to the labor! Glory to the Soviet regime!”  (Rzhevsky, 1958). This poster encompasses a great deal of soviet ideals, the fatherland in the forefront represents the great nationalism of the USSR, that sense of nationalism and pride is credited for the accomplishments of Sputnik and the larger space program as a whole. Praising the Soviet regime within this poster bolsters the national identity the communist party was attempting to craft. Another poster in this collection takes a slightly different route with the focus being on the Soviet worker. This poster has a young fit and good-looking man in the forefront, an ideal caricature of a Soviet man. He is a working welder, there are a few other men working in the background symbolizing the power of the soviet worker. Over the shoulder of the welder’s shoulder there is a rocket being launched connecting his work to the soviet space program.  At the bottom of the poster there is a line stating “I am happy – this is my work joining the work of my republic” (Rzhevsky, 1958). With this line the main objective of the poster is clear in showing the people of the USSR that they should be proud and happy to work and do their part to support their country and that it is the strength and will of the people that allows the USSR to reach these heights. These posters are just a few of the hundreds of examples of the Soviet Union using the success of sputnik to continue to cultivate and grow their national identity.

            The Soviet Union following the initial launch of Sputnik looked to praise their accomplishments and spread their ideology. In propaganda pieces such as Pravda and the previously seen posters there is a constant emphasis on communist values and communist superiority. Those who worked in the Soviet space program were influenced by the Soviet national identity, figures like Korolev were forced to not be a public figure because it did not match with the Soviet identity. Moving forward in the Space race the USSR would rely on successes like Sputnik and other early advancements to build and share their identity as a superpower.

            Following the conclusion of the Second World War the United States presented itself as both a pillar of democracy and innovation. With a crippled Europe the United States transformed itself into a superpower moving into the 1950s. At odds with USSR, the undertones of the Cold War raged on within the United States. A unique combination of communist fear and American exceptionalism prevailed within this era. That fear translated swiftly across the United States following the launch of Sputnik. What was once a global rival was now turning itself into a new threat that was beginning to eclipse the United States scientifically. Within the United States response to Sputnik its own national identity is revealed, an identity consisting of innovation, freedom and strength. Through legislation of the era, perspectives of leaders as well as publications of a free press this identity is clear and continues to be robust as the space race waged on following Sputnik.

            The national identity of the United States goes back to its roots and continued to develop throughout the young nation’s history. While there is a spotty record for freedom for all within the United States there is certainly a belief that the ideal of Freedom is present. Looking at the founding documents of the United States freedom as a right is clearly expressed in the nation’s own Bill of Rights, “Congress shall make no law respecting an establishment of religion, or prohibiting the free exercise thereof; or abridging the freedom of speech, or of the press, or the right of the people peaceably to assemble, and to petition the Government for a redress of grievances” (U.S. Constitution, 1788). While the first Amendment is a small portion of the larger Constitution as a document it does serve as an early statement of this ideal of freedom.  The United States sees itself as exceptional to other nations. As a political scientist Richard Rose writes “America marches to a different drummer. Its uniqueness is explained by any or all of a variety of reasons: history, size, geography, political institutions, and culture” (Rose, 1989). This ties into its national identity as the United States and its unique qualities sets it apart from other western nations. The United States as a pillar of strength and democracy was a newer phenomenon prior to the two World Wars, with the United States not nearly as powerful or influential but following those global conflicts the United States left the wars relatively unscathed compared to its contemporaries becoming a super power in its own right. Nevertheless, the United States adopted this identity with full force and vigor and portrayed it throughout the entirely of the Cold War and especially in its response to the Sputnik Crisis.

            During the Sputnik crisis fear dominated the political and national conversation with a sense of danger settling in for many Americans. The Sputnik crisis within the United States refers to the time following the launch of Sputnik where the United States and the rest of the western world was plunged into panic and fear that the USSR was able to conquer a new and important feat in the Space race. What was once a belief that the United States and the western world were superior to the USSR was now shattered as they overtook them scientifically. This shock rippled throughout American society, “Along with official responses the launch and its symbolism unleashed vast and often effects on the domestic front due to society-wide crisis mentality it engendered. It changed the very mindset with in which Americans viewed communism and the Cold War” (Boyle, 2008). In an instance the Space race and by extension the cold war heated up as the USSR was a threatening force to American citizens. For American citizens fear went wild. The Soviets as one American General put it were “seeing into our bedrooms” (Goodpaster, 1941).  For much of the Cold Warn Americans believed in their own country’s strength and support, this was challenged for the first time for many Americans. These new fears in the wake of Sputnik were felt in the west globally, “Sputnik’s launch exacerbated pre-existing British fears that the Soviets were becoming more technologically advanced and leading the cold war.” (Barnett, 2013). For the western world, the USSR now threatened their way of life due to the Americans belief that the launch of Sputnik will lead to new military dominance from the success of the launch. For the duration of the Cold War both nations were in an intense arms race and now Americans feared that the Soviet Union had surpassing them.  This initial panic would loom over the space race as it developed acting as a driving force for innovation.

            Within the United States it is the duty of a trusted newspaper to report on the events of the world as they pertain to the lives of everyday Americans. With the Sputnik crisis American newspapers were some of the first reporting and sharing information with the American public. The New York Times is a long-standing American newspaper responsible for a rich news reporting history. In 1957 following the launch of Sputnik the paper published an Article chronicling the momentous event.  In the article titled “Soviet Fires Earth Satellite into Space; It Is Circling the Globe at 18,000 M.P.H.; Sphere Tracked in 4 Crossings Over U.S.” the event is reported on laying out facts about the launch as well as addressing potential panic. The first point of potential panic came from the title, the title mentions how many times Sputnik has traveled over the U.S. For an American it is terrifying that something the Soviets built is able to travel that fast directly above you. This leads to the fear of military application which was a central fear during the Sputnik crisis. The New York Times quells this fear by stating “The satellites could not be used to drop atomic or hydrogen bombs or anything else on the earth, scientists have said. Nor could they be used in connection with the proposed plan for aerial inspection of military forces around the world.” (Jordan, (1957). Panic following Sputnik was a significant part of the United States early reaction to the launch of Sputnik seen in a variety of other news sources. Moving forward past initial reactions the United States relied on its strength and innovation in order to make strides within the space race.

            For American media Sputnik represented the struggle between the United States and the Soviet Union, so time sensationalism reigned supreme. Fear sells newspapers and magazines this fits into the capitalist mindset of using any means to turn a profit. For many nothing is more American than capitalist principals. Following the launch American media began a true and massive publication campaign around the successful launch, a “media riot” (McQuaid, 2007) had absorbed the United States. The threat of communism was a huge part of this push to report on Sputnik, while fears about safety and national security were on the forefront. Some publications saw this as a turning point within the Cold War in favor of the Soviet Union, “The implications of Sputnik were clear to the editors of the San Francisco Chronicle, who proclaimed the satellite’s launching as a clear Soviet victory in the Cold War” (Kennedy, 2005).  Other American newspapers took different stances on the crisis, “The New York Times devoted extensive coverage of the events and attempted to decipher the meaning of the Soviets’ scientific breakthrough, including a small article that analyzed the meaning of the word “Sputnik.” (Kennedy, 2005). Sputnik was a sensation so something as trivial as the name of the satellite was a part of speculation.  New technology was in the hands of the Soviet Union “The press, pushed the panic button journalists needed sources, and that some “exaggerated the danger of the Soviet satellite” (McQuaid, 2007). The USSR achieved the impossible up until that point and it was high and popular news to report on it across the United States.

            With the outpouring of panic and fear following Sputnik it was now the role of the government to calm the public and announce a path to American success. During WW2 newsreels were an extremely effective way to give important information to an anxious American crowd. These reels were produced by the United States government post Sputnik as a way of calming Sputnik anxiety in an attempt to get the United States both back on track as well as portraying an identity of innovation and freedom. In this reel titled “Reds Launch First Space Satellite” was released three days after the launch of Sputnik and aimed to give the facts explaining what a satellite is and what its function was. This information was spread in order to stop panic and get the record straight on Sputnik. The rest of this news reel focuses on the United States own satellite ambitions, which was due to free and strong workers and would come to fruition in early 1958. The description of the segment from 1957 stated “Animated films graphically show how a mighty three-stage rocket placed an artificial moon into an orbit around the earth—a feat that occasions Western re-appraisal of Red missile progress” (Motion Picture 200-UN-30-82, 1957). This refers to what an American rocket would look like as well as a reappraisal of the Soviet accomplishments hinting that American innovation will yield a much stronger rocket. The governments public response to Sputnik through this film shows the identity that the United States was trying to cultivate as well as calm some of the panic other media outlets spread.

            The American government and the global science community at large were taken aback by Sputnik where out of nowhere the Soviets had overtaken the United States, it was now up to the leadership of the United States to respond. From the inception of the Sputnik crisis President Dwight D. Eisenhower was optimistic and saw potential benefits from the Soviet success of Sputnik.  For the American people an address from President Eisenhower represented a sense of security and safety that was lost during the initial fallout of the launch of Sputnik.  Following being briefed on the crisis Eisenhower urged advisors to look five years ahead and decided that he would meet the Sputnik challenge (Divine, 1993), this shows the strength and innovation that the United States was attempting to cultivate in the post Sputnik crisis working hard and in order to excel against Soviet advisories. In his first presidential address following the launch of Sputnik “President Eisenhower made a statement goal providing the American people with a summary on the Administration’s position on the U.S. satellite program and the status of that program” (Kennedy, 2005). This message served a dual purpose of communicating that the United States was not as far behind the Soviet Union and that similar scientific breakthroughs to Sputnik from the United States were on the horizon. It is the leaders of a country that embody the messaging as well as the identity of a nation. In times of crisis this is amplified. During the Sputnik crisis Eisenhower wanted to portray the very best of American identity pushing for scientific developments in order to secure its place as a strong nation. 

            Many within the United States government saw education as a root cause of the United States failure to beat Sputnik to space, and educational shortcoming led to a new push for improved American education.  The proposed solution for this educational problem came in the form of the National Defense Education Act, a piece of legislation with the goal of improving American schools to eventually match and surpass Soviet schools. This ideally would lead to a smarter generation in time and a generation that could overcome any Soviet space program. While a smarter and more educated citizenry benefits all aspects of a country the passage of the National Defense Education act was to directly address the Sputnik crisis and the space race. Within Title IX of the act there was a real push to allocate more resources to science and scientific communities at large through the establishment of a science information service. The implications of this service would help further develop American space programs. The Act states “The Foundation, through such Service, shall (1) provide, or arrange for the provision of, indexing, abstracting, translating, and other services leading to a more effective dissemination of scientific information, and (2) undertake programs to develop new or improved methods, including mechanized systems” (U.S. Congress, 1958). Through this service there were new systems for collecting and analyzing scientific data as well as programs for development of mechanized systems which means rockets and other effects of a highly technical nature. Outside of developing new systems for science there was a push to get skilled students into higher education. According to Title II this included those “whose academic background indicates a superior capacity or preparation in science, mathematics, engineering, or a modern foreign language” (U.S. Congress, 1958). Math and science happen to be two of the key parts to developing a successful space program. Putting a focus on students who succeed in those attributes can yield valuable assets for the United States. The development and passage of this Act in the wake of Sputnik reveals how the United States is willing to innovate and strengthen itself in order to come up on top in the Space race.

            The launch of Sputnik in the fall of 1957 changed the history of the Cold War forever as now the space race was in full swing and the push to the future could not be stopped. The Soviet Union’s achievement through the launch of Sputnik cemented itself as a competitor during the early formative years of the Space Race. Its accomplishment sent shockwaves throughout the globe igniting the fierce competition of the space race in the backdrop of the Cold War. Within the response to the launch a nation’s identity remained at the forefront showcasing the most important ideals of a nation. For the Soviet Union the response to Sputnik was deeply rooted in the ideals for the Soviet Union, focusing on unity and glory of socialism. For the Communist Party and the larger Soviet Union as a whole promoting their idealized society through the achievement of their space program was imperative. Propaganda posters painted the USSR as a global leader in both science and technology. For the Soviet Union faults came in the failure to promote individuals and the heroes like the way the United States did, however this fit into the identity since the Soviet Union was far more concerned with keeping an image of unity and party loyalty then individual accolades.

            For the United States in a post Sputnik world, portraying an image of innovation and a country willing to rise to the challenge was a top priority. During the crux of the Cold War the United States focused on containing and matching any Soviet threat of expansion. This found its way to relevance during the time of Sputnik in that the United States had to match the Soviets in the Space race. Following initial panic and fear the response of the United States was focused on promoting American Innovation and freedom, showing its strengths as a global superpower.

            National identity in the midst of the Cold War played an extra important role as now global influence was something both superpowers had to contend with and develop. Being the strongest nation had a way in spreading the ideology of both the United States and the Soviet Union. Sputnik revealed how both these nations acted in times of achievement and crisis showcasing to the world their own carefully crafted self-image. The historiography remains clear that Sputnik played a decisive role in revealing national identity in the early stages of the Space Race. Sputnik remains an important educational tool showcasing the tensions of the era as well as what Soviet and the United States national identities looked like. For students this valuable event encompasses a great deal of what students need to know about the early tensions of the Cold War.

References

CNN. (2014). Cold War (Andrew Goodpaster interview), episode 8, “Sputnik, 1949-1961.”

Barnett, N. (2013). Russia wins space race.’” Media History, 19 (2). 182–195.

Boyle, R. (2008) A red Moon over the mall: The Sputnik panic and domestic America. The Journal of American Culture, 31 (4), 373-390.

Davies, S. (1997).”Us against them”: Social identity in Soviet Russia, 1934-41. The Russian Review, 56 (1), 70-89.

Divine, R. (1993). The Sputnik challenge. New York, NY: Oxford University Press.

Gaddis, J. (2007) The Cold War a new history. New York: Penguin Books.

Grechko, G. (1989, October 20). Grechko interview. Pravda.

Harford, J. K.(1999). How One Man Masterminded the Soviet Drive to Beat America to the Moon. New York: Wiley.

Jorden, W. (1957, October 5). Soviet fires earth satellite into space; It is circling the globe at 18,000 m.p.h.; sphere tracked in 4 crossings over U.S.  The New York Times, October 5, 1957.

Kennedy, I. (2005). The Sputnik crisis And America’s response. Dissertation (M.A.), University of Central Florida.

McQuaid, K.  (2007). Sputnik reconsidered: Image and reality in the early space age.” Canadian Review of American Studies, 37 (3),  371-401.

[1] Motion Picture 200-UN-30-82; Universal Newsreel Volume 30, Release 82; 10/7/1957; Motion Picture Releases of the Universal Newsreel Library, 1929 – 1967; Collection UN:

Rose, R. (1989). How exceptional is the American political economy? Political Science Quarterly, 104 (1), 91.

Rzhevsky, S. (2019). Propaganda posters of Soviet space program 1958-1963.” Retrieved from https://russiatrek.org/blog/art/propaganda-posters-of-soviet-space-program-1958-1963/.

U.S. Congress. (1958). United States code: National Defense Education Program, 20 U.S.C. §§ 401-589. 1958.  Retrieved from the Library of Congress.

A Millionaire’s Tax for New Jersey

A Millionaire’s Tax for New Jersey

Allan Lichtenstein

In September 2020, the New Jersey legislature approved higher taxes on the wealthy to support state programs like road repair and education. The author of this essay, Allan Lichtenstein, worked for the Poverty Research Institute at the Legal Services of New Jersey and served on the Board of the RCHP Affordable Housing Cooperation that provides affordable housing and supportive services to low-income families in central New Jersey. In the essay, which originally appeared in NJ Spotlight, Lichtenstein made the case for the “millionaire’s tax.” Allan Lichtenstein died in August 2020 at the age of 71. 

In 2018, income inequality in New Jersey intensified. The rich, high-earning households grew richer, benefiting from larger gains in income than the poorer households with low incomes. My analysis of the recent U.S. Census Bureau American Community Survey release of income inequality data reveals a process of widening income inequality in New Jersey in recent years. It stresses five aspects of exacerbating income inequality, certainly a disturbing direction for New Jersey’s future socioeconomic development, suggesting remediation is urgently warranted.

First, although the average income for each household group surpassed their 2017 levels in 2018, households in the high-income brackets enjoyed substantially larger income gains than households at the bottom end of the income scale. Moreover, the percentage increases in average household income were larger at the top end than at the bottom end of the income scale.

The average income of the top 5% of households jumped by far the most — more than $22,000 in 2018 inflation-adjusted dollars to climb to more than half a million dollars (using a New Jersey-specific inflation index that combines the CPI-All Urban Consumers Current Series for New York-Newark-Jersey City, NY-NJ-PA and for Philadelphia-Camden-Wilmington, PA-NJ-DE-Md). The top 20% of households too benefited significantly, with an almost $10,000 gain, growing from about $290,000 to almost $300,000. By contrast, the average income of the bottom 20% of households rose only by about $300 between 2017 and 2018.

Second, one method to ascertain the magnitude of income inequality is to compute the difference between the average income of the top 20% of households and the average income of the bottom 20% of households over time. A comparison of each year between 2007 and 2018, shows the divergence widening each year after 2014, reaching a maximum disparity of almost $280,000 between the two ends of the income scale in 2018.

After the Great Recession

Third, although the Great Recession concluded nine years prior, households in the bottom two quintiles have yet to enjoy the benefits of the ongoing economic expansion. They, in fact, were worse off in 2018 than in 2007. While households in the top income groups have not only recouped the income losses they suffered as a result of the Great Recession, they have raised their income levels. By contrast, the average income of households in the bottom two quintiles has contracted. The average income of these households lingers below their 2007 level.

Fourth, by far most of the household income is held by the high-income earners. In 2018, more than half of all household income accrued to the top 20% of households, while the top 5% of households amassed almost one quarter of aggregate income. By contrast, just 3% of aggregate income accrued to the bottom 20% of households.

Finally, overall, New Jersey is among the most unequal states in the country. It placed 40th among all states when comparing income inequality rankings using the Gini Coefficient, a common measure of income dispersion. Only 10 states had a larger Gini Coefficient than New Jersey, with Puerto Rico topping the list, followed by the District of Columbia, New York, Connecticut and Louisiana. The Gini Coefficient ranges from a low of zero when there is perfect equality with all households having the same income to a value of 1, which is maximum inequality when all the income is held by a single household.

The intensifying income inequality in New Jersey underscores a tendency toward increasing concentration of income among the higher income groups. It reiterates and re-emphasizes the need to impose higher tax rates on high-earning households to stem the growing income inequality and to gain a more fair and equitable distribution of income. As Emmanuel Saez and Gabriel Zucman, economists at the University of California, Berkeley and among the foremost researchers in income inequality recently demonstrated in a New York Times op-ed, “the working class is now paying higher tax rates than the richest people in America.”

Given these deteriorating trends in income inequality, the time is ripe for the New Jersey state Legislature to assert itself and not allow another year to pass in which it does not impose a millionaires tax on New Jersey’s wealthy residents. These additional monies could be well invested to improve the lives of people of low income, providing resources to the programs they urgently need to help them make ends meet.

Pull Down the Statues, and Pull Down the Social Studies Curriculum, Too

Pull Down the Statues, and Pull Down the Social Studies Curriculum, Too

Jack Zevin

“In a country that cannot come to a consensus on fundamental questions — how restricted capitalism should be, whether immigrants are a burden or a boon, to what extent the legacy of slavery continues to shape American life — textbook publishers are caught in the middle. On these questions and others, classroom materials are not only shaded by politics, but are also helping to shape a generation of future voters.” – Dana Goldstein (2020, January 12). “Two States. Eight Textbooks. Two American Stories,” New York Times.

“PULL DOWN THE STATUES” is becoming something of a national pastime these days. Americans are suddenly discovering that many, maybe most of our historical honors expressed as statues and streets have been awarded to racist, sexist, militaristic, and anti-progressive figures in our shared history. These folks, largely of monochromatic hue, were previously were seen as ‘important people’; heroines and heroes for a hundred or more years. (Well, very few heroines, alas but lots of great guys.)

It is rather amusing, and frightening, to think that the realization of moral error, street renaming, and statue destruction, is taking place in a highly contentious atmosphere of competing parties, philosophies, politics, marches, and culture wars during a worldwide major pandemic of epic proportions!

While destroying statues or defacing them or tossing them into the river {warning: possible pollution!) people are lining up to demand dramatic changes in who and what statues represent now and historically.

There is only a little talk on using suddenly ‘defrocked’ statues as educational tools, and taking aim at more than breaking a few former heroes’ necks. The statues represent ‘other times’ in our history, when slavers, fornicators, capitalists, and imperialists were given positive treatment and raised up on pedestals because we the people of that time saw these folks in a very positive light, asked few questions, and easily received government funding to build the things. Worse yet, we enshrined many in our collective historical memories, suppressing all negative input about their lives and morals, forgetting all were no more than mere mortals.

There are (and were) many juicy examples, like Robert E. Lee, the rebel commander sitting at the entrance to the Virginia State Assembly, Teddy Roosevelt on the steps of the Museum of Natural History in New York accompanied by a Native American and African American subject at either side. Christopher Columbus astride a horse was toppled recently outside the Minnesota state capitol in protest of racism against Native peoples.

A lot of the statues have delicious ironies since Lee, a slave-owning hero of the South and a “great” general actually lost the war with the North; while Teddy Roosevelt, an exciting President and world traveler (as well as proud imperialist) thought he was advancing the “lesser” peoples to greater recognition, while these people remained politically and socially inferior. Columbus statues were put up to recognize contributions by Italian Americans after decades of immigration to the USA at the expense (though they may not have recognized it) of Native Peoples. Who is in power gets to build the statues they like, until the politics shift at later times. Context should not be underrated!

Maybe we need lighter wheeled and movable statues to push in and out of warehouses, as needed, to satisfy the shifting political issues of the time?

Yet these bronze pigeon-bearing structures were often ignored, or got just a glance of admiration or condemnation, from ordinary folk brought up on a social studies curriculum of state sponsored and purchased textbooks that have supported and personalized the exact same people now toppled from their pedestals, figuratively and literally. After all, every nation needs its heroines/heroes to be proud of in shared worship. But if we dump them that means we need to rethink new candidates and push up a lot of new expensive statues.

As a workaday social studies teacher starting out in Chicago Public Schools I remember being handed my textbook by my social studies chairman, a book, History of the American People, by David Muzzey, An American History textbook for schools, first published in 1911 and a best seller into the 1950s. I rapidly discovered that I was teaching from a volume very sympathetic to the South in the Civil War, offering anti-immigrant and occasional blatant racism, so much so I was embarrassed to present it to my mixed multitude class of students, and deeply suspicious of its motives. Women were rare, mostly the wives of Presidents, with African-American’s problems ignored, Native Americans rarer still with a few feather bonnets noted, and Ethnics nearly non-existent. Most of these people were NEVER heard from in their own voices, only through the historian.

From a Chicagoan’s point of view, those gathered before me and those offered in the text most definitely struck a discordant note. It was time to cheat and create a new underground curriculum of inquiry! I had some real work to do not only to teach, but to defeat the textbook itself…so I became a lover of original sources, presented just as they were, warts and all, and that was a lot of serious work suited to inquiry and frank debate.

It is easy to tear down statues and give rise to new people on pedestals but the big question is what images, which values, whose stories, determine who shall be heroines/heroes in our minds and hearts and history.

After a couple of centuries of building allegiances and admiration for very flawed leaders, this form of socialization is much harder to change as part of cultural heritage, our inner realm of tokens, symbols, and identifications.

Much of this biased story was what we learned in school from state and city textbooks accompanied by enthusiastic teacher exponents of great leaders and country/men (a lot) and country/women (a few) plus a few troublemakers. But the big questions include: why do we need pedestals at all, why either raise up, or pull down, statues? Why not reform the content and meaning of what we learn in school and home histories?

Amidst cries for social justice, Black Lives Matter, the end of racism, fairness in economic sharing of the nation’s wealth, all while dealing with a devastating pandemic, the curriculum continues to wander along in its patriotic fervor, with rather gentle treatments of great leaders many of whom were slaveowners, warmongers, and suppressors of civil rights. Andrew Jackson comes along as a fine example open to questions of patriotism, racism and betrayal of the Constitution.

The entire curriculum, from important characters, and stories, to periodization, from before the beginning of the Republic, to current times, from foundation to towering international power, from inhabitants excluded or included like dancers and singers and playwrights and novelists, we desperately need a makeover.

That makeover, should be honest and forthright, neither conservative, nor liberal, not middle of the road, just honest and forthright about disagreements (extremely difficult because we desperately want those statues and personalities to stand in the curriculum without any tarnishing.) We like our heroines/heroes varnished and standing, maybe on rearing stallions, super-duper characters standing for our best founders’ policies, like ‘life, liberty, and the pursuit of happiness’. Perhaps this is why Americans are so prone to celebrate superheroes and a few superheroines?

If we cannot decide on a single acceptable narrative for everyone right now, how about side-by-side competing narratives on each side of a page facing each other? Let us see the clashing views right out in the open. Or let’s use our modern technology to meet-and-greet clashing views of “great” and “ordinary” people.

A great inquiry lesson comes to mind: does Jefferson stand up as a great man after careful scrutiny, or does his statue and status go down? Does Andrew Johnson deserve a statue at all? Who really does deserve a statue? How about reserving statues for ordinary heroines and heroes outside of war and politics? How about cultural people in the arts and humanities, music and architecture, medicine and science, etc.? How about the firemen and police who risked their lives on 9/11? How about less emphasis on GREAT MEN and more on stuff that really matters like food, inventions, economics, gender, and moral philosophy, taking issues and problems seriously without necessarily solving anything?

How about a new diet of people and events that includes the views and stories of Native Americans, African-Americans, Ethnics and immigrants, Asians and Pacific Islanders, and all the peoples and characters pretty much underprivileged in U.S. history textbooks and classrooms? How about a new diet across genders, LGBTQ rainbows, and especially fairer treatment for women, more women, even troublesome examples. Where are the women other than Presidents’ wives and suffragettes?

Where are the writers, journalists, artists, musicians, entertainers, dancers, and scientists? Where are the women?

Where are ethnics and newcomers? Where are some great villain? Does our history have to be “whitewashed?”

Why don’t we write a fairer and more open, more troublesome, more challenging, and more entertaining curriculum? Multisided? Real inquiry aiming at reaching at least tentative truths, and decision-making, albeit tentative?

So, let’s tear down the curriculum right now. Let’s do it overall, not piece by piece, fight by fight, but overall, the whole thing from new perspectives. Let’s revise the periodization, the cast of characters, the favorite stories, the underlying philosophies of national and international history, (sorry, but the U.S.A. is part of world history, too, very much so, but a long story only solved by a new curriculum). For example, in U.S. history, maybe we can give the Moundbuilders a bit of time at the beginning, maybe note that the colonies had European aid in the Revolution, that the second revolution failed in Reconstruction so we had to try again in the 60s with the Civil Rights movement as a third revolution, and we may have to try again.

Let’s opt for structural changes, historical philosophies, and embed the story in a global narrative so everything is not always about, ‘us’ but ‘them’, others, all.

Let us battle with our statues, our heroes, and a few heroines, facing up to the 7 sins of history (you come up with your own list):

  • Ethnocentrism: The sin of thinking that everything should be seen from ‘our’ point of view and not others.
  • Egoism: The sin of thinking that the story is always about us, never them.
  • Nationalism: The sin of thinking our nation is the greatest, right or wrong.
  • Sexism: The sin of thinking that gender is neutral in history and daily life.
  • Racism: The sin of thinking that there are ‘races’, and that one is superior or inferior when we can all interbreed as one species.
  • Imperialism: The sin of thinking and celebrating sometimes violent real estate grabs without a contract or compensation as something wonderful.
  • Official Story: The sin of promulgating and authorizing a single story of any period of history, any people or nation, any great leader as if this existed without any contrary views from ‘the other’.

I rest my case (for now).

Her Name is Woman…in 45 Minutes

Her Name is Woman…in 45 Minutes

June White

In education, it is our job to inspire leaders and movers and shakers. Some students will strive to change the world in any aspect and they will achieve it. Other students don’t want to run the world but will eventually need the skill of advocating for themselves at work or elsewhere. It is our job then, as the educator, to give them these skills and help them connect the dots of inequality and injustice. In recent years, we’ve seen teachers shy away from reactive topics in fear that they’ll say the wrong thing or use the wrong activity and the message of “stand up for change” will be lost to the hordes of angry people. I challenge that here and say that even the wrong activity with the right intentions can be another motivator for change and another way to continue to encourage students to be the ones to stand up when everyone else lays down.

This article will use the historical research of connections between the increased workforce participation of women in World War II and the second-wave feminist movement of the 60s to detail a lesson in which to inspire change.

The general storyline goes along these lines. In 1941, when Japan bombed Pearl Harbor and the US entered World War II, the US workforce was left seriously depleted. Most of the men were shipped to boot camp and then overseas. Women stepped in to fill the numerous job openings left behind. They built tanks and planes and put together guns and trucks. The entire nation held to rations and scavenged for anything to help the war effort. 

Once the war was over, many of the young women went home to start families but many stayed in the workforce; they only had to find new jobs now that the men had returned home to reclaim their former positions. To try and keep the country’s positive momentum of an upbeat attitude and growing economy, there was a push to return to normalcy. This normalcy was in the papers but the proof wasn’t there. Despite the iconic American 50s housewife, plenty of women worked! In fact, most of the statistics reporting women’s participation in the workforce stayed the same. Women had joined the workforce and they were here to stay.

As racial tensions rose in the late 1950s and early 1960s, so did a woman’s desire to achieve more than the perfect housewife in a magazine. Women started going to college to get degrees instead of marrying husbands. They pushed out into the workforce and found themselves dealing with bigots and discrimination. They realized that they were treated as second-class citizens just as much as Black Americans were and entered second-wave feminism. This was a movement focused on equal pay for equal work. At this time, the two-income, middle-class household was on the rise and not only do they want the money, they want the respect. If they were doing the work, they should get just as much recognition. With the historical context established, the lesson can move onto what it’s really about: standing up for change.

While history is bursting with examples of people standing up for what they believe, the same examples of famous people or larger than life figures can be intimidating to a young mind. How can anyone compare themselves to Dr. Martin Luther King Jr. or Rosa Parks? Instead of the typical examples, this is an opportunity to discuss and really focus on the grassroots movements or movements that weren’t even movements at the time. Relating these events and people to the very students in your classroom whether they identify with the marginalized group at hand or not. 

For example, during WWII, amongst the many women who went to work in factories, there was a group of women allowed into the United Auto Workers Union and their story is a great example of people making a difference without even knowing it. These women began working at the factory and were allowed into the UAW since they worked and mostly deserved the same rights that the men who worked in the factories had. All was well, these women were paid good wages and had a good amount of work to do but these women knew that the end of the war was coming and they wanted to keep their jobs. In response, the union created a women’s department within their war department to handle women for the duration of their work with the factory. The women’s department was created to handle what were considered “special employment problems” that came with women: childcare, workplace harassment and discrimination, federal regulations regarding how many hours women were allowed to work and so on. Even though this doesn’t seem like much, it was in fact a huge step. The American Federation of Labor was openly biased against women at the time claiming them to be “unorganizable and unworthy of organization”. The UAW persevered and moved the women’s department to the jurisdiction of the Bureau to the Fair Practices and Anti-Discrimination Department within the UAW and they continued to fight for women to be treated fairly and equally in the workplace.

Another example is a woman named Lousie Bushnell. For the sake of this article, it is not known if Louise Bushnell did anything spectacular in her life. However, she did deliver a speech to the American Business Women’s Association on Boss’s Night, September 10th, 1970. In her speech, she calls women to action. She explains that their past relatives in the early 1900’s didn’t finish the job of equality and now they must continue the fight. She called for women to participate in government and to lift each other up to success. While this speech is nothing out of the ordinary or particularly special, it is a woman fighting for what she believes. She addresses a group of men and women and speaks her mind in a professional and dignified manner while demanding the equality she knows she and other women deserve.

This is where the “so what?” comes in. Use these examples to your advantage. “Look at this woman who spoke up for what she believed in!” “Look at what these women ask for what they want and pursue whatever steps necessary to fight for what they want!” The key here is this: “you have no idea who they are”. The point here is that just because you are one person or “just” you, you still have immense power to spark, create, or advocate for change. You only need to want it.

The best way to encourage students to be active in their own community through choice is to give them practice. For this, a worksheet was designed to help break down the different parts of being an activist with the four key steps of: identify a problem in your community, think of a solution, find peers to support your cause, spread the word. This activity, whether they work in pairs or groups or individually, helps them practice questioning issues they disagree with and being productive in their resolution. Too often we see a problem and don’t say anything or help resolve it and this activity can put them into the proper mindset of finding solutions instead of just accepting a reality that doesn’t have to be so.

From practice, this activity would work best if given more than one class period to work on it and start small, think inside the school community first and then branch out. Small groups can be good practice for collaboration, respect, and compromise when working with peers. You can have them make posters and take this as far as you want. Have them design a class issue and present it to the principal. Have them focus on the rest of the community and write a letter to the mayor. Have them mobilize on social media and create a hashtag or twitter page. The idea is to get them to act on their ideas and principles.

The big idea here is to use examples from past leaders, regardless of name recognition, to inspire a future generation of activists and advocates for change and a better world. They may not remember that the UAW instituted the women’s department under the war department. They may not care about second-wave feminism or the booming economy of the 60s. They may not like your class at all but what matters is what they walk away with and this is a skill for life that could inspire who knows countless others. If one student walks away and creates the next big advocacy group, you helped a grassroots organization. If one student walks away and only dvocates for her/himself, and her/his coworkers, you helped mold a leader. 

References

Bushnell, L. (1970, September 10).  “What Happened to Eve?” Speech presented at American Business Women’s Association (Boss’s Night)

Gabin, N. (1979/1980). “Women workers and the UAW in the post-World War II period.” Labor History, 21 (1), winter 1979/1980.

Women’s Rights and the Potential of the 1920s

Women’s Rights and the Potential of the 1920s

Kathleen Maniace

Gender equality: A term that has become more and more prominent within the national community in the United States over the past few decades. The desire for women to be seen as equals to men has been a topic of conversation for as long as many of us can remember, but how has this discussion brought us any closer to closing the gap in equality between genders in our country? Most would look to the 19th Amendment as the turning point in closing the gap, saying that legally, by gaining the right to vote in 1920, women received the rights they were fighting for and equality was theirs! But the question here is not if the 19th Amendment helped to close the gap between men and women in this country, but if that is what we are teaching our students.

The 1920s can be viewed as an age of opportunity and scandal in the United States. With the prohibition, gang violence, and changes in appearances, the decade could be seen as a critical change for the American people. When many look at gender equality for the time period, the 19th amendment brings a sense of relief that Elizabeth Cady Stanton’s Declaration of Rights and Sentiments (Elizabeth Cady Stanton, 2015) was not all for nothing. With the right to vote, women were granted the ability to voice their opinions and work for equality. In our classrooms, not only do we teach the success of the Women’s Rights Movement at this time but there is also a focus on the changing views of women and the ‘Flapper’ Lifestyle. As quoted by one teenage flapper, “In this ‘age of specialists’ as it has been called, there is less excuse than ever for persons being shoved into niches in which they do not belong and cannot be made to fit. The lives of such people are great tragedies.” (Ellen Welles Page, 1922). The time period leaves the impression that the 1920s provided the gender gap a chance to decrease in size and bring equality to men and women who would not take no for an answer. With the time period’s lasting impression of opportunity, the question is was there more left in the decade than just simply the chance for equality?

The reality of the 1920s is not necessarily what many recall when it comes to how the 19th amendment truly impacted women in America. For starters, the right to vote politically did not work as well in the favor of women’s rights as much as expected. With the ability of a woman’s right to vote, came an important piece of legislation that split political ideals down the middle, the Equal Rights Amendment, or ERA. Considered in 1920, this amendment would ensure that laws punishing women, denying women from office or ignoring the financial contributions from women in the nation did not continue past the 1920s (Norton and Alexander, 2003, pgs. 260-261). The arguments of the ERA were spearheaded by two major figures who were fighting for women’s rights: Alice Paul and Florence Kelley. The decision to be made here was clearly biological: should women have exactly the same rights as men (Sally Hunter Graham, 1983, pgs. 665-79)? Or should they have rights similar to that of men but more protective of women’s abilities to bear children (Norton & Alexander, 2003, pg. 262)? These two perspectives of women who were activists of the period shows that there was still a long way to go when approaching women’s rights and a lot more discussion and legislature was going to be necessary in order to close the gap in equality between men and women.

The biological difference between men and women did not only play a role in the ways that women were seen politically but it also greatly impacted the social perspective on women in the 1920s. For a time period focused on the equal rights of women, the gender was still greatly viewed as “eye-candy” rather than another human being deserving of equality in a land advertising freedom and natural rights. While women were granted voting rights, there was still an image that women were meant to ‘ “ Unless she is a woman of more than ordinary ability and energy,  she will elect to do what all her neighbors are busy doing: bridge, tea, gossip… such women have built a complicated system of social rank to which they have become slaves’” (Johnson, 1925, pg. 614). There was this idea at the time that women were so caught up with maintaining social status and appearance that they were not as willing to work and therefore ‘slaves’ to their own social calendars. Not only would this hurt the view that the population had on women from the social perspective, but it would also force dependence on men in a more impactful way.

 The views of women in the early Twentieth century highly influenced the occupations that were available for women during the time period. This impacted the financial status of women who were trying to get a job and greatly influenced the opportunities for work that a woman had access to. Many companies at the time “ … continued to affirm personality patterns and social roles consistent with home, reinforcing the occupational stereotypes that divided administrative and professional networks in those that threatened to negate house roles and those that did not” (Kessler-Harris, 2007, p.126-127). The opportunities for women to succeed were limited and without funding or being able to financially support themselves, women were reliant on men to support them if they were unable to find a job with a proper income. The period left more space for the success of women without the drive or preparedness from women to come together and fight together for what early activists had strived to attain.

Why does this matter? The question we are asked to answer every day to get our students to connect to the material and explain why the information being taught is important. You could make the argument that it matters for context and acknowledging the rights granted by the Constitution. You wouldn’t be wrong. But would you be connecting the material? Would YOU find this to be a truly impactful message that you can now vote if you’re a woman in today’s world? At this day and age, most students might not completely understand how important that right is. It is OUR JOB to explain not only its importance but the impact as well. The ways something so seemingly ‘right’ could be split in the eyes of politics, ignored from the perspective of society, and discriminated against in the realm of independent financial success and occupational opportunity. Students deserve to know why a hundred years after the 19th Amendment was enacted, gender equality and equal pay are still very much a part of the conversation our country is having.

Teaching about women’s history is such a vital part of our job as educators. From just this topic, our students will be able to understand how our nation has kept its people from gaining rights deserving of each individual, how rights are so much more than a choice but the process to enact a right can be multi-faceted, and the ways that perspective and bias play a role in the abilities of individuals to gain equality in a society that preaches equality and freedom for the people by the people. The theme of inequality can be connected to women’s rights in America and tie into various other periods in history that have displayed the ways our nation has pushed individuals away and avoided the idea of equity and equality for copious amounts of citizens throughout the nation’s existence. This cannot be a topic that is ignored. When we see a problem that has impacted a group of people in our nation deeply, as social studies teachers, we must address not only the problem but its effect on the population, nation, and the world around us. The prospect of women’s rights addresses a multitude of issues that our nation continues to face to this day, as we prepare future generations for the world they are going to be living in. They deserve to know what they are inheriting so they can work to make our world a more accepting and understanding world. Teaching the truth behind topics like women’s history and the work behind the societal change towards gaining equality is what we are expected to do to help our students work to build a nation that accepts and fights for everyone’s natural rights.

National History Day: A Partnership Between the David & Lorraine Cheng Library and the Paterson Public Schools – A Tale of Three High Schools

National History Day: A Partnership between the David and Lorraine Cheng Library and the Paterson Public Schools—A Tale of Three High Schools

Neil Grimes and Vincent Giardina

Introduction 

National History Day (NHD) is an academic competition for middle school and high school students that is based on a different theme annually, for which students find, evaluate, and use primary and secondary sources to create and present documentaries, plays, papers, websites, and exhibits. Participation in the NHD competition is a unique opportunity to engage students in hands-on learning experiences about many different aspects of history and enables them to engage in research activities.  It allows for partnerships with academic libraries, local libraries, historical societies, and archival repositories. These organizations assist students with their NHD research.  The NHD competition provides the opportunity to foster information literacy and critical thinking skills among students while also developing skills in historical research. 

A partnership to support students’ NHD projects was established in 2020 between the Paterson Public Schools and the David and Lorraine Cheng Library at William Paterson University. The university is a Hispanic-serving Institution as designated by the U.S. Department of Education whose vision, mission, and values align to support the academic library outreach provided by the Cheng Library to support the faculty and students of the Paterson Public Schools, the 4th largest school system in New Jersey. The goal of this partnership was for the Paterson social studies teachers and students to have academic library support in the form of library instruction sessions from the David and Lorraine Cheng Library as well as access to primary and secondary resources, and project-based learning resources that would support the completion of student NHD projects. 

Originality/value 

National History Day participation by higher education librarians, collaborating with their K‐12 counterparts, can be a powerful means for secondary students to learn historical content knowledge, historical analysis skills, and information literacy skills.  The partnership between the David and Lorraine Cheng Library and the Paterson Public Schools began during the 2019-2020 school year.  It allowed for collaboration between librarians from the Cheng Library and social studies teachers in the Paterson Public Schools, one of the largest and most diverse schools systems in New Jersey. 

Background on Paterson Public Schools 

The Paterson Public Schools, an urban school system, is the 4th largest school system in the state of New Jersey (Niche 2020). There are more than 40 languages spoken in its classrooms which makes the Paterson Public Schools is among the most diverse in the state. Close to 57 percent of all students in Paterson speak a primary language other than English” (Paterson Public Schools, District Profile 2020). The rich cultural and linguistic diversity in the district is an educational asset (Delpit, 2006; Nieto, 1992). It enables students to learn firsthand about other cultures and develop an appreciation for cultural similarities and differences as they prepare for success in a multicultural world.

New Jersey public schools are categorized based on District Factor Groupings (DFGs), a single measure of socioeconomic status (SES) for each district based on the percent of adult residents who failed to complete high school, along with income, unemployment, and the percentage of residents below the poverty level. From the lowest SES to the highest, the categories are A, B, CD, DE, FG, GH, I, and J. The Paterson Public School falls within the lowest SES category of eight groupings, grouping A (State of New Jersey – Department of Education 2019).  

Paterson Public Schools are home to 23,756 students, of which all students are eligible to receive free and reduced lunch and roughly 89% of students are minorities (16,760 students from Latino and Hispanic households, 5,209 Black students, 1,252 White students, and 1,448 Asian students). There are 5,814 students that are classified as having Limited English Proficiency, with Spanish, Arabic, and Bengali being the home languages most frequently spoken (Paterson Public Schools 2020).

Background on David and Lorraine Cheng Library 

“The David and Lorraine Cheng Library is the academic knowledge center of William Paterson University. The Library advances the University’s mission and core values of academic excellence, creation of knowledge, student success, diversity and citizenship” (William Paterson University – David and Lorraine Cheng Library – Mission, Vision, & Goals 2020). The Library serves more than 10,000 students who are enrolled in undergraduate and graduate degree programs. (William Paterson University, 2020). Academic libraries should engage in library outreach to increase their involvement in the implementation of collaborations and the establishment of partnerships in the greater region in which it serves (Salamon, 2016). Library outreach can take many forms in the region that an academic library serves. A partnership with the Paterson Public Schools in support of the teachers and students involved in the National History Day competition fulfills the university and library’s mission of providing community service to K-12 schools in the northern New Jersey region. This library partnership with Paterson Public Schools adds to the established relationship that was already in place between the College of Education and Paterson Public Schools. 

Historical Context of the National History Day Competition 

In 1974, History Day was established by David Van Tassel, a professor of history at Case Western Reserve University in Cleveland, Ohio.  The event quickly spread, first across Ohio, then across the nation as it developed into a national organization. Today, History Day is a very popular event with more than 500,000 students, Grades 6-12, along with 30,000 teachers, participating each year in the United States (National History Day, 2018). The competition is based on a different theme annually, for which students find, evaluate, and use primary and secondary sources to create and present documentaries, plays, papers, websites, and exhibits.  Students enter their projects into local and state History Day competitions, with the national contest held in June at the University of Maryland (National History Day, 2018). 

Rationale

By requiring that student participants do in‐depth research using primary source materials, NHD encourages partnerships between social studies teachers and librarians.  The need for these resources have led academic librarians to offer research instruction with high school students (Manuel, 2005). The partnership between the David and Lorraine Cheng Library and the Paterson School District gave high school students access to the additional primary and secondary resources needed for the NHD competition. The Cheng Library also provided research instruction to support teachers and students participating in the NHD competition. The NHD competition highlighted commonalities between NHD learning goals, the National Standards for History: Historical Thinking Standards (Grades 5‐12); the American Association of School Libraries’ Information Literacy Standards for Student Learning; and the Association of College and Research Libraries’ Information Literacy Competency Standards for Higher Education

Thinking like a Historian – Rethinking History Instruction

History is an important discipline that encourages students to analyze historical evidence, evaluate it, and demonstrate their understanding of the evidence (Mandell & Malone, 2013).  Participation in the National History Day (NHD) competition allows students to engage in a project-based learning activity individually or in groups while undertaking in historical research and analysis as part of the historical literacy process which “incorporates the historical process (the disciplinary skills and procedures that historians use to study the past) and historical categories of inquiry (the conceptual patterns that historians use to make sense of the past)” (Mandell & Malone. 2013, p. 11).  Engaging students in historical literacy through the NHD competition allowed them to become historians as they explored a topic and specific research question relating directly to the annual theme.  By doing their own project-based research on a historical topic of their choice and making decisions about how best to formulate their own interpretations and present evidence, students benefit from a more active learning experience than reading about history from a textbook and being told by the historians and publishers what is most important to learn about any given topic or period in history. Participation in NHD gives students an authentic purpose for learning while providing opportunities for both collaboration and competition (Vandenberg-Daves, 2006).

Leadership and Communication

The author began working with the Paterson Public Schools in December of 2019 when Library Dean Edward Owusu-Ansah formalized a partnership with the Paterson Public Schools led by International High School Principal Rita Routé. Routé was able to connect the Cheng Library librarians with the Paterson Public Schools Social Studies Coordinator, Gloria Van Houten who helped to coordinate some of the efforts to support teachers and students involved in the National History Day competition at Eastside High School and J.F.K. High School.  Rita coordinated all visits made to International High School in support of the NHD competition.   

Beyond support for NHD, the author provided a professional development session on the topic of project-based learning for all of the social studies teachers.  Scheduling the outreach visits through Routé and Van Houten made the visits more manageable.  Teachers and students benefited from research instruction and support provided by the Cheng Library.  Librarians that provided instruction and support included author, [title] Librarian [Name], Outreach and Instruction Librarian Gary Marks, and Electronic Resources Librarian Richard Kearney. The sharing of instructional materials before and after our sessions via Google Drive with coordinators and teachers was an essential step in the collaborative process.  At the three individual high schools that competed in the NHD competition, the co-author Vinnie Giardina took on a large leadership role at International High School where he had one-hundred twenty-five 9th grade students, eighty 10th grade students, and five 10th grade students work on projects for a more schoolwide approach to the NHD competition.  

Collaboration/NHD Support within the Paterson School District International High School Collaboration

Acting IB Principal Routé arranged for select teachers from International High School to meet the Librarian and the Dean of the Cheng Library.  These would be the teachers who would be working the Librarian as a result of the academic library partnership. The initial in-person meeting at International High School took place on 12/6/19. This meeting led to the scheduling of three library instruction dates (1/7/20, 1/14/20, and 2/25/20) where the Librarian would provide research and NHD specific instruction in support of the students working on NHD projects. The school administration wanted as many students from the school to participate in the NHD competition as possible. In total, 210 students attempted NHD projects which resulted in 76 projects which were judged at International High School by teachers at International High School.  From those 76 projects, 10 projects (4 group exhibit boards, 1 individual exhibit board, and 5 group documentaries) competed at the Regional competition. Moving forward to the state competition were 10 students comprising 3 projects (2 group exhibit boards and 1 group documentary). Both the regional and state NHD competitions were held online as a result of the pandemic. This limited the students’ ability to interact with the NHD judges to explain how their projects specifically aligned with the theme of “Breaking Barriers in History” and why they included specific primary or secondary sources for their NHD projects. 

Through the course of the library instruction sessions, student feedback was positive and students felt empowered as they began to build confidence in their historical research, MLA citation, and historical annotation skills. As the NHD Advisor at International High School, arrangements were made to have all library instruction sessions in the seminar room where as many as 50 students were able to attend at one time. Beginning in October of 2019 IB Social Studies Teachers Matthew Caruso and Christopher Wirkmaa along with Social Studies Teacher William Towns introduced the Freshman and Sophomore Students to National History Day (NHD). International High School (IHS) had competed in NHD many times in previous years. In 2017, IHS had a team compete at the National Competition. In 2019, the school by way of IB Principal Catherine Forfia-Dion and Acting IB Principal Rita Routé wanted the freshmen and sophomores to learn different research techniques with assistance from William Paterson University. IHS is an International Baccalaureate (IB) School. The IB program is the single most rigorous college preparatory program where the students have to complete multiple research-based essays. Their hope was that with the introduction of school-wide NHD Competition that the freshmen and sophomores would learn the skills needed to complete these assignments.  

By November 1, the students competing in the School Competition had created their groups and narrowed in a topic to research. Many of the students chose to research topics like; The first African-American Women in Space, Jackie Robinson, President Barack Obama, the civil rights sit-ins, the 21st Amendment, In vitro fertilization the Transcontinental Railroad, and others.  

During the week of January 20, teachers set up a NHD base camp in the Seminar Room for the students to complete their Exhibit Boards, Websites, Documentaries, and Skits for the competition that was being held the next week. Teachers housed all of his classes in the Seminar Room and volunteered his prep time and lunch to ensure that the students would have a place to complete their projects. The school wide competition took place between January 27 and January 30at International High School. There were a total of five internal teacher judges for the in-house competition.

For this school year, teachers and students in the Paterson Public Schools are engaged in teaching and learning in the virtual environment through Google Classroom.  This presents challenges and opportunities for teachers and students. It may be difficult to get as many teachers and students at International High School to participate in the NHD competition as last year. Library instruction sessions will be limited to providing support to one teacher and one class at a time. Leading the coordination of these efforts this year will be IB Principal Catherine Forfia-Dion. Despite the challenges of scheduling and limited class sessions, having the partnership with William Paterson University will lead to successful outcomes for the teachers and students involved in the NHD competition at International High School. 

JFK High School Collaboration

At JFK High School, one in-person visit was made in support of the two NHD advisors who had fifteen students that planned on competing in the NHD competition.  This visit allowed the presentation to focus on how to find primary and secondary sources, how to evaluate sources, how to take research notes, and how to engage in historical analysis.

Eastside High School Collaboration

At Eastside High School, Social Studies coordinator, Gloria Van Houten arranged for every Social Studies class to attend an in-person introduction to NHD and NHD resources in the school library led by librarians, Neil Grimes and Richard Kearney.  An NHD Library Guide was created and updated to reflect collections of digital resources available for student use.  The resources on the NHD Library Guide were highlighted.  Students were also engaged in database searching and advanced search strategies were shared with all of the student researchers. Students were engaged in researching their historical topic that related directly to the NHD annual theme.

Findings

Through the partnership between the Paterson Public Schools and William Paterson University’s Cheng Library, students that competed in the NHD competition were able to engage in historical research, learned historical analysis, and how to format their NHD project to fit the requirements of their selected NHD competition category. Through feedback shared from the Social Studies teachers in the Paterson Public Schools, it was found that students had a greater interest in history and increased their ability to conduct research, as well as historical analysis, through the work completed during the NHD competition. At International High School, the co-author became the new NHD advisor during the 2019-2020 school year and had every social studies class participate.  In the previous school year, one group participated at the regional level and in the 2019-2020 school year ten groups participated at the regional level with 3 groups moving onto the statewide competition.

As a result of this partnership, students learned how to formulate a research question, and unique search terms that related to their topics, and learned the difference between primary and secondary resources. This partnership helped students to learn how to conduct, annotate, and use their historical research in composing their individual and group projects for the New Jersey National History Day competition.

Future Directions

Given the current COVID-19 pandemic, virtual library instruction and support will be provided to the teachers and students in the Paterson Public Schools that are engaged in the 2021 National History Day competition.  This will be provided through Google Meets which allows for presenters to share their screen and record sessions for students to re-watch. There are limitations to providing this type of support as class sessions are limited to 30 minutes.  A virtual professional development session on NHD was held in October 2020 for all of the social studies teachers in the Paterson School District to be conducted by the author and Electronic Resources librarian Richard Kearney. The scheduled visits will be emailed to each school building’s principals throughout the 2020-2021 school year within the Paterson School District. 

References

Delpit, L. (2006). Other People’s Children: Cultural Conflict in the Classroom

Mandell, N., & Malone, B. (2013). Thinking like a historian: Rethinking history instruction. Wisconsin Historical Society. 

Manuel, K. (2005). National History Day: an opportunity for K‐16 collaboration. Reference services review

National History Day (2018, January 1) David Van Tassel & the origins of National History Day. National History Day. https://www.nhd.org/nhd-origins  

Niche. (2020) Largest school districts in New Jersey. Niche.com. Retrieved from https://www.niche.com/k12/search/largest-school-districts/s/new-jersey/ 

Nieto, S. (1992). Affirming diversity: The sociopolitical context of multicultural education

Paterson Public Schools (2020). District profile. Paterson Public Schools. http://www.paterson.k12.nj.us/11_pages/backgrounder.php 

Paterson Public Schools (2020). Promising Tomorrows: Annual Report July 2018 – September 2020 (pp. 1-2, Rep.). Paterson, NJ: Paterson Public Schools. 

Salamon, Anaïs. 2016. “Benefits and Challenges of Outreach in Academic Libraries: A Case  

Study at the McGill Islamic Studies Library.” MELA Notes 89: 1–14. 

State of New Jersey – Department of Education (2019). District Factor Groups (DFG) for School Districtshttps://www.state.nj.us/education/finance/rda/dfg.shtml  

Vandenberg-Daves, J. (2006). Making history : a guide to historical research through the National History Day program. ABC-CLIO. 

William Paterson University (2020, January 31) Factbook 2019. William Paterson University.  Retrieved from https://www.wpunj.edu/institutional-effectiveness/factbooks/fb19/FactBook2019.pdf?language_id=1

William Paterson University – David and Lorraine Cheng Library (2020) Mission, Vision & Goals. Retrieved from https://www.wpunj.edu/library/about/mission.html 

Teaching the History of the AIDS Crisis: 40 Years of HIV/AIDS in American Life

Teaching the History of the AIDS Crisis: 40 Years of HIV/AIDS in American Life

Mark Helmsing and Andrew Porter

In 1981, the U.S. Center for Disease Control (now called the U.S. Center for Disease Control and Prevention) published details about a rare lung infection in its weekly report on morbidity and mortality trends in the United States. The details focused on five young, white men in Los Angeles who were healthy and identified as gay men. The report discussed how all five of these men presented the rare lung disease (called Pneumocystis Pneumonia, or PCP) along with other infections that seemed to indicate their immune systems were not functioning. All five men were dead soon after the report was published, sparking what would become known as the AIDS epidemic, part of what was to become a global AIDS pandemic (amfAR, 2020).

            As referenced and used in this article, this portion of the epidemic is often referred to historically as the AIDS crisis, referring to responses to the epidemic in the U.S. beginning with the founding of the Gay Men’s Health Crisis in 1981 and continuing through the 1990s and early 2000s (amfAR, 2020). The AIDS crisis has not ended, despite major advances in the treatment and management of HIV/AIDS. However, the scope of this article considers what is historically viewed as the “height” of the AIDS crisis in the U.S. Our choice in framing the history of the AIDS crisis this way is due to the high priority of periodization in U.S. History courses in which units on the 1980s and/or the 1990s are taught as discrete decades. In this sense the history of the AIDS crisis as it unfolded in the 1980s and 1990s is of most relevance for social studies educators despite the important recent history of the crisis from 2000 through the present.

            This article presents a number of primary source texts middle and high school social studies can consider using when teaching the history of the AIDS crisis, particularly in U.S. History courses, but also in courses that relate to sociology, psychology, civics/government, and social problems or social issues. Further, this topic can be a rich topic for shared interdisciplinary inquiry amongst social studies educators, science educators, and language arts educators searching for topics that can be studied and taught across the disciplines. Before exploring the primary sources, we will briefly offer with social studies educators with three rationales for teaching the history of AIDS crisis.

Rationale for HIV/AIDS in the History Curriculum

Four decades later, the current moment in which we are living and teaching is an important time for history and social studies educators to reflect on and consider how they teach the AIDS crisis. We argue social studies educators need to rethink how they frame and teach about the AIDS crisis, isolated less as a current event topic, which is how we, the authors, learned about the epidemic in school, and instead framing and teaching the AIDS crisis as an historical event necessary for understanding the history of American life in the twentieth century.      

            For most veteran teachers in their fifties and sixties, their teaching careers began in the beginning of the AIDS crisis. Most of their teaching career has run parallel to the AIDS crisis unfolding in ‘real time’ and not as ‘history.’ For some mid-career teachers, those in thirties and forties, their teaching career began during the shift of the AIDS epidemic from a full-blown public health crisis to a more controlled public health risk. These educators grew up in the 1980s and 1990s as children and adolescents whose experiences were shaped by some of the strongest and most combative public responses to the AIDS crisis. For the newest ranks of our profession, many novice teachers completing teacher preparation programs are in their early to mid-twenties, having been born in the mid to late 1990s, such as 1997, the year in which AIDS deaths in the U.S. declined by 42% once anti-HIV therapies known as HIV drug “cocktails” became widely used and demonstrably effective (amfAR, 2020). These newly emerging teachers did not live in a time when an HIV diagnosis was seen as a ‘death sentence’ and accompanied by fear, shame, and discrimination as was prevalent for many people in the U.S. in the 1980s and 1990s. As a result, early career educators, mid-career educators, and late career educators each have distinct orientations to the AIDS crisis and must learn from each other collectively towards creating usable social studies curriculum on HIV/AIDS. To make the case for why this is necessary, we provide three compelling rationales.

            A different time. First, the AIDS crisis is no longer as dominant in the public sphere’s attention as it once was. In the mid-to-late 1980s and all through the 1990s, the AIDS crisis “was impossible to overlook” as HIV/AIDS awareness permeated most “shared spaces, from policy to popular culture” throughout public schools, public health, and everyday life (Finkelstein, 2018, p. 1). Today there are few if any special programs aimed at discussing HIV/AIDS like the ones I grew up watching on the portable television set in my elementary and junior high schools, such as the made-for-television specials In The Shadow of Love: A Teen AIDS Story (González, 1991), or The Ryan White Story (Herzfeld, 1989), about teenager Ryan White, who died from complications of AIDS in 1990 after captivating national attention for his mistreatment by his hometown and high school in Indiana. There are few storylines in film, television, and popular literature that spotlight HIV/AIDS as singular and central issues in our present moment compared to films such as Longtime Companion (René, 1989) and Philadelphia (Demme, 1993). This is due in part to how the AIDS epidemic in the U.S. began to shift from a crisis that was difficult to manage and contain to a disease that scientists and medical experts began to better understand and better treat.

            The past is present. The presence of the AIDS crisis in our cultural memory leads to a second reason social studies educators should consider teaching about the history of AIDS. Whereas there are a few examples of HIV/AIDS featuring in a storyline in contemporary popular culture, there abounds in recent years numerous examples of popular culture that foreground the history and memory of HIV/AIDS. Examples of this history-in-use range from films such as The Normal Heart, based upon Larry Kramer’s 1985 play of the same name (Murphy, 2014) and the Oscar-nominated documentary How to Survive a Plague (France, 2012) to young adult literature, such as the massively popular novels Like a Love Story (Nzemian, 2019), which features young people living with AIDS in New York City in the 1980s, and We are Lost and Found (Dunbar, 2019), which also spotlights youth living in New York City on the eve of the AIDS crisis. These and other books and films offer contemporary audiences an opportunity to contemplate how HIV/AIDS have been understood and experienced throughout U.S. history.

            The 1980s are history. A third reason relates to U.S. history as an academic subject in schools. As each year passes by, the chronology of recorded history expands and the academic subject of history races to keep up, expanding its scope annually. Despite this expansion of what becomes historical, there is still deep immobility on the timeline of history taught in U.S. History courses. By this we mean how time somewhat stops in U.S. History courses with units and lessons on the long Civil Rights Era of the 1960s and 1970s, the conflict in Vietnam, and some scant coverage of the nation’s history as the 1970s morphs into the 1980s. For us, the authors, this is as far as our U.S. History courses covered when we were students in the 1990s, and, as teachers in the 2000s and 2010, our own courses we taught stopped at this point in the timeline. Yet within the past decade, the 1980s and the 1990s are increasingly becoming properly historical in the sense that many history curriculum standards and textbooks include content from these decades. In a study we conducted of U.S. History curriculum standards and textbooks, we found conclusive evidence that the 1980s are historically significant enough to receive dedicated instruction within U.S. History contexts. Indeed, released exams from the Advanced Placement U.S. History course over the past few years show questions that require student knowledge of the 1980s within the context of U.S. history. If the 1980s and 1990s continue to be increasingly taught as history instead of recent events in social studies courses, then teachers and students should develop content knowledge on the AIDS crisis and how the crisis and the broader epidemic changed American life during this time.

Historical Inquiry into the AIDS Crisis

Through using digitized primary source texts to investigate responses to the AIDS epidemic, students can examine different facets of public and private life in the United States. Below we organize a sampling of various digitized primary sources into four different thematic foci: (1) newspapers and magazines; (2) digital memories of public memorials; (3) public service announcements; and (4) opinions and editorials. These are only four of many different possible ways teachers can help students engage in inquiry to interpret the historical significance of the AIDS crisis.

Newspapers and magazines. First, students can analyze primary source material, including newspaper articles and magazine covers, to understand the widespread uncertainty and confusion surrounding HIV/AIDS in the early 1980s. The picture that emerges from primary source material is one of a wary nation trying to understand the science and epidemiology of HIV/AIDS and how it was transmitted to individuals. The first major news article to reference AIDS (although not directly by name) was printed in the New York Times on July 3rd 1981 (Blakemore, 2017). The article was titled: “Rare Cancer Seen in 41 Homosexuals” (Altman, 1981). A year later on July 18th in 1982, the New York Times published a story titled: “Clue Found on Homosexual’s Precancer Syndrome” (Altman, 1982). Teachers can elicit students’ historical thinking through methods of comparison between the framing used in these headlines from the early 1980s and what was later learned as new and better information was shared with the public. For example, HIV and AIDS are not a form of “cancer,” but in the absence of more accurate scientific knowledge in the early 1980s, this is how the viral infections we now know as HIV and AIDS was first described. Students can see how the immediate framing of this scientific discovery foregrounded LGBTQ communities by using the then-acceptable term “homosexuals” as a designated group, a term and framing no longer acceptably used by medical communities in the present. Similarly, students can analyze the visual imagery of a TIME Magazine cover from July 4th 1983 that presents cover stories such as: “Disease Detectives,” “Tracking the Killers,” and “The AIDS Hysteria” (Pierce, 1983). Reading an article from an Indiana newspaper, the Kokomo Tribune published on August 31, 1985 titled “School bars door to youth with AIDS” (MacNeil, 1985) helps students understand how Ryan White was officially banned from attending public school as a result of contracting HIV/AIDS through a blood transfusion.

Digital memories of public memorials. Using digital video source material, students can examine news broadcasts chronicling the first unveiling of the AIDS Memorial Quilt on the National Mall on October 11, 1987 and listen to emotional interviews where survivors memorialize lost loved ones. Teachers can encourage students to critically analyze the video in order to investigate the importance of the AIDS Memorial Quilt and the significance of the Quilt being displayed on the National Mall in Washington, D.C. for the first time. The NAMES Project Foundation’s website affords students the opportunity to view the entire AIDS Memorial Quilt. While on the website, students can “search the quilt” in order to view images of specific panels that memorialize individuals who died from HIV/AIDS. Each three-foot by three-foot panel in the quilt is different, and tells a distinctive story about a unique individual who died from HIV/AIDS.

Public service announcements. One thematic focus of students’ historical inquiry can examine how public perceptions of and responses to HIV/AIDS evolved throughout the 1980s. A New York Times article published on July 24, 1987 titled “Reagan Names 12 to Panel on AIDS” (Boffey, 1987), and the TIME magazine cover story for February 16th 1987 which reads “The Big Chill, How Heterosexuals are Coping with AIDS” (Brosan, 1987), illustrate a growing public realization that AIDS was becoming a legitimate health crisis that demanded attention. Students can compare and contrast these two sources with source material from the early 1980s to investigate why and the public perception of HIV/AIDS had changed and why it was increasingly impacting the country as a whole. Students can also analyze public service announcement (PSA) posters such as one created by Jack Keeler in 1987 that depicts a crayon drawing of a frowning child with outstretched arms, stating “I have AIDS please hug me, I can’t make you sick” (Keeler, 1987). Through examining the origins and purpose of the PSA, students can recognize how discrimination beginning in the 1980s (and continuing through the present) often robbed people living with HIV and AIDS of their dignity and humanity. The U.S. National Library of Medicine hosts a digital gallery online titled “Surviving & Thriving: AIDS, Politics, and Culture” that has digitized 42 PSAs surveying a wide array of health and social issues related to the epidemic.

Opinions and editorials. Finally, a fourth theme for historical inquiry can explicate how political and social beliefs contributed to a negative stigma surrounding HIV/AIDS during the 1980s, helping students establish historical causation on the rise of legal discrimination towards people living with HIV and AIDS. Political cartoons from influential newspaper cartoonist Daniel Sotomayor (who died from AIDS-related complications in 1992) illustrate the growing frustration to the U.S. federal government’s slow response in addressing the AIDS epidemic (Sotomayor, 1989). In the cartoon, a turtle labeled “Too little Too Late” (symbolizing the U.S. government’s inadequate response to the AIDS epidemic) is slowly climbing a mountain of caskets. Teachers can have students examine the cartoon in order to determine the authors perspective, the overall message of the cartoon and any elements of symbolism. In order to understand how the HIV/AIDS epidemic became a controversial social and political issue, students can read The Moral Majority Report from July, 1983 which cover story is titled: “Homosexual Diseases Threaten American Families.” Furthermore, students can watch Rev. Jerry Falwell (leader of the Moral Majority group) debate “The Morality of AIDS” with reverend Troy Perry (a leader in the fight against AIDS) on a live television broadcast from the Canadian Broadcasting Corporation in 1983.  Through the tense exchanges in the debate, students can see that Rev. Falwell and those aligned with the “Moral Majority” generally lacked empathy for AIDS victims, considered AIDS to be gods judgment against the sin of “homosexual promiscuity” and believed that the cure for HIV/AIDS was traditional family values. Conversely, in the video Rev. Perry argues for an end to the politicization of HIV/AIDS in order to provide compassionate support the victims and stem the loss of life.

Conclusion: Lessons for a new health crisis.

When the COVID-19 pandemic gripped the United States in the spring of 2020, many wanted to make comparisons between the COVID-19 public health crisis and the AIDS crisis of the 1980s and 1990s. To be sure, there are some areas of comparison, especially in terms of shifting knowledge and public awareness to both outbreaks as well as missteps in governmental responses to both (in addition to the leading roles both Dr. Anthony Fauci and Dr. Deborah Birx have played in both). And yet there are numerous distinctions that are important to point out, such as the fact that “financial collapse, massive unemployment, and daily White House briefings” did not take place during the AIDS crisis, nor did a race to find a vaccine take off in the first year of the disease’s discovery (Page, 2020, n.p.). One of the main history lessons students can take away from studying the history of the AIDS crisis is that tireless activism and civic protest, along with hundreds of thousands of deaths in the U.S., all took place before a light began to appear in the AIDS crisis. We hope this sample of primary source resources will enable social studies educators to consider with their students “the multiple and contested discourses around HIV/AIDS circulating in news coverage, public policy statements, health initiatives” and other sources of public life that can enrich learning about HIV/AIDS (Lesko, Brotman, Agwal, & Quackenbush, 2010, p. 826). This work is what Finkelstein (2018) terms “AIDS 2.0,” the work ahead of “a new generation of historians, archivists, artists, and activists, who were born in the midst of HIV/AIDS and are struggling to make sense of the worlds they both inherited and missed” (p. 1). We hope social studies educators will be a part of this work as well.

References

Altman, L. K. (1981, July 3). Rare cancer seen in 41 homosexuals. The New York Times. https://www.nytimes.com/1981/07/03/us/rare-cancer-seen-in-41-homosexuals.html

Altman, L. K. (1982, June 18). Clue found on homosexuals’ pre-cancer syndrome. The New York Times. https://www.nytimes.com/1982/06/18/us/clue-found-on-homosexuals-precancer-syndrome.html

amfAR. (The Foundation for AIDS Research). (2020). HIV/AIDS: Snapshots of an epidemic. https://www.amfar.org/thirty-years-of-hiv/aids-snapshots-of-an-epidemic/

Blakemore, E. (2017, July 3). This was the first major news article on HIV/AIDS. Smithsonian Magazine. https://www.smithsonianmag.com/smart-news/was-first-major-news-article-hivaids-180963913/

Boffey, P. M. (1987, July 24). Reagan names 12 to panel on AIDS. The New York Times. http://movies2.nytimes.com/library/national/science/aids/072487sci-aids.html

Brosan, R. (1987, July 24). Cover image. TIME, 129(7). http://content.time.com/time/magazine/0,9263,7601870216,00.html

Butler, P. (2004). Embracing AIDS: History, identity, and post-AIDS discourse. JAC, 24(1), 93-111.

Demme, J. (Director). (1993). Philadelphia [film]. TriStar Pictures.

Dunbar, H. (2019). We are lost and found. Sourcebooks.

Finkelstein, A. (2018). After silence: A history of AIDS through its images. University of California Press.

France, D. (Director). (2012). How to survive a plague [film]. IFC.

González, C. (Director). (1991). In the shadow of love: A teen AIDS story [made-for-television film]. ABC.

Herzfeld, J. (Director). (1989). The Ryan White story [made-for-television film]. ABC.

Keeler, J. (1987). I have AIDS, please hug me. [Still image]. U.S. National Library of Medicine, Digital Collections. https://collections.nlm.nih.gov/catalog/nlm:nlmuid-101451779-img

Lesko, N., Brotman, J. S., Agrwal, R., & Quackenbush, J. L. (2010). Feeling jumpy: Teaching about HIV/AIDS. International Journal of Qualitative Studies in Education, 23(7), 823-843.

MacNeil, C. M. (1985, August 31). School bars door to youth with AIDS. Kokomo Tribune. https://www.hemophiliafed.org/news-stories/2014/03/1985-ryan-white-banned-from-school-because-of-aids/

Murphy, R. (Director). (2014). The normal heart [made-for-television film]. HBO.

Nazemian, A. (2019). Like a love story. Balzer + Bray/HarperCollins Publishers.

Page, A. (2020, May 12). I’m an AIDS survivor and COVID-19 is giving me flashbacks. HuffPost. https://www.huffpost.com/entry/aids-epidemic-covid-19-pandemic_n_5eb441ccc5b6b92917060e77

Pierce, B. (1983, July 4). Cover image. TIME, 122(1). http://content.time.com/time/magazine/0,9263,7601830704,00.html

René, N. (Director). (1989). Longtime companion [film]. Samuel Goldwyn Company.

Shahani, N. (2016). How to survive the whitewashing of AIDS: Global pasts, transnational futures. QED, 3(1), 1-33.

Sotomayor, D. (1989). America responds to AIDS [Illustrated cartoon]. http://www.windycitymediagroup.com/images/publications/wct/2011-04-13/Sotomayor1989_AmericNumber70085.jpg

The Journal. (1983, July 6). Jerry Falwell and Troy Perry debate morality of AIDS. [Video]. https://www.cbc.ca/archives/entry/ministers-debate-aids-and-the-politics-of-plague

U.S. National Library of Medicine. (n.d.). Surviving & thriving: AIDS, politics, and culture [Digital gallery]. https://www.nlm.nih.gov/exhibition/survivingandthriving/digitalgallery/america-responds-to-AIDS.html

Walker, L. (2017). Problematising the discourse of ‘post-AIDS.’ (2020). Journal of Medical Humanities, 41, 95-105.

YesterGayTV. (2013, June 24). First unveiling AIDS Quilt 1987. . YouTube. https://youtu.be/lrVzjJ2e4hU

Censorship and the First Amendment by Richard F. Flaim & Harry Furman

Introduction

Censorship and the First Amendment: Should We Shield Citizens from Unpopular Ideas, or Is ‘Sunshine the Best Disinfectant’?

by Richard F. Flaim & Harry Furman

The First Amendment to the U.S. Constitution in its entirety reads as follows:

            Congress shall make no law respecting an establishment of religion,

            or prohibiting the free exercise thereof; or abridging the freedom of

            speech, or of the press; or the right of the people peaceably to assemble,

            and to petition the Government for a redress of grievances.

Throughout our history, issues related to freedom of speech, or of the press, have been debated, and both judicial rulings and various laws of Congress have attempted to further refine the manner in which these freedoms can be exercised or restricted.  Generally, the courts, including the U.S. Supreme Court, have interpreted the Constitution in a manner that protects all kinds of speech, including speech that is commonly considered hate speech. 

With the advent of the Internet and tech platforms such as Facebook and Twitter, a virtual explosion of information and opinion-based comments inundate us on a daily basis.  While much of what appears on the Internet is useful, allowing instantaneous access to information on virtually any topic of interest to us, it also is a source for a great deal of unfiltered, false and misleading information as well as downright hateful and potentially dangerous ideas.  Unless citizens consciously apply the skills of critical thinking to what they access, their subsequent beliefs and actions can be guided by such false, misleading or hateful information.  

Recently, the CEOs of Facebook and Twitter were among those who were asked to appear before a committee of Congress to explain and defend their platforms’ policies regarding what is allowed on their sites.  These platforms have recently taken increasingly aggressive steps against posts that present false or misleading claims about the voting process, especially as they relate to voting-by-mail, which became, and continues to be, a politically-charged issue in regard to the 2020 Presidential election.  Warning labels were actually posted by the platforms on some remarks that they considered inflammatory.  On December 9, 2020, YouTube announced it would start removing newly updated material that falsely claims the outcome of the Presidential election was influenced by widespread voter fraud or errors. (Ortutay)

The law that applies to this issue is Section 230 of the Communications Act of 1996, which is currently being attacked by both Republicans and Democrats, but for different reasons.  Republicans claim that platforms like Facebook and Twitter are using the law to stifle the views of conservatives.   Democrats claim the platforms must assume more responsibility for false information, hate speech and other potentially harmful content that appear on their sites.  Both President Trump and President-Elect Biden believe the law should be removed and replaced with updated legislation.  House Democrats have introduced a bill that will hold the platforms liable if they amplify or recommend “harmful radicalizing content that leads to violence.”  In their defense, the CEOs of Facebook and Twitter expressed their support for the current law, and reminded the Congressional Committee that the law provides First Amendment protection of free speech on the Internet. (Bond)  In a small step toward dealing with the concerns, the Judiciary Committee in Congress passed a bill this year to amend Section 230, which would allow federal and state claims against social media platforms that allow content that sexually exploits children.  However, as of this writing, the politicization of the issue has prevented any agreement on more substantial modifications of the law.

In recent years, controversies have occurred over decisions at a relative handful of college campuses to “disinvite,” or prohibit, certain speakers from appearing because of serious disagreement with their ideas, which were deemed offensive or dangerous.  In some cases, such decisions followed demonstrations in support of and/or in opposition to the appearance of certain speakers.  Some have viewed this with deep concern about restricting freedom of expression at our centers of learning that historically have been open to all ideas.   Others fear that some ideas pose a danger to society and should be restricted.  Interestingly, “…according to a Knight Foundation survey, 78 percent of college students reported they favor an open learning environment that includes offensive views….the U.S. adult population as a whole lags well behind, with only 66 percent of adults favoring uninhibited discourse.”  (Bollinger) 

The debate regarding whether further limitations on the guaranteed right of free speech are necessary or wise will likely outlive us all.  Over the years, such debates have involved issues such as flag burning, athletes “taking a knee” during the playing of the National Anthem, and the denial of the Holocaust.  At what point does one’s right of free speech violate the common good?  Who decides what constitutes the common good?  What are the dangers of allowing hate speech or hateful comments on the Internet or on college campuses?  What are the dangers of suppressing such expressions?  What are the limitations of suppressing free speech in a democracy?  The debate is a healthy one for our democracy, as it represents an ongoing process that has enabled our country to continue to refine the meaning of the First Amendment and its importance to all of us. 

These are questions that play out in real life.  One such instance occurred in the Vineland (NJ) Pubic Schools in 1994, while this writer was assistant superintendent of schools.  A community group approached the Vineland Board of Education with a request to rent the auditorium at Vineland High School for the purpose of having a controversial speaker, Khalid Abdul Muhammad, deliver an address to the public.  Muhammad was a provocative Black Nationalist leader who espoused hateful ideas toward Jews and the white establishment, among others.  He was a prominent leader in the Nation of Islam, and later the New Black Panther Party.  In a speech at Kean University in New Jersey in 1993, Muhammad made inflammatory remarks toward Jews, the Pope, and even advocated the murder of South African whites.  This address led to his removal from the Nation of Islam, and a resolution passed by both houses of the U.S. Congress condemning his speech.  Muhammad died of a brain aneurysm in 2001 at age 53.

The issue in the Vineland case was complicated by the fact that the Board President at the time was Harry Furman, the son of Holocaust Survivors, a former history teacher at Vineland High School, and a practicing attorney in the community.  Furman had to make the recommendation to the Board regarding whether to honor the community group’s request.  Furman had to consider a range of issues:  (1) the implications of the First Amendment right to free speech; (2) the existing Board policy that allowed the rental of the VHS auditorium to community groups; (3) the potential negative reaction from those in the community who supported the appearance of Muhammad, and from those who were vehemently opposed to the potentially hate-filled speech to be delivered in our community; and (4) whether the appearance of Muhammad could lead to violent confrontations.  What was the Board President to do?

Years later, Furman and this writer collaborated on the writing of the book The Hitler Legacy: A Dilemma of Hate Speech and Hate Crime in a Post-Holocaust World (N.J. Commission on Holocaust Education, 2008, available free on the Commission’s website. See below for address.)  The book, written for high school students, challenges students to confront the various dilemmas involved in reconciling the Constitutional right of free speech with the potential implications of allowing speech that is hateful and potentially dangerous.  In addition to numerous articles that relate to different aspects of these issues, we wrote a number of “moral dilemma stories” that challenge students to deal with some very difficult issues regarding free speech, issues that pose a conflict of values.  One such moral dilemma story was based upon Furman’s decision as Board President back in 1994.  It is entitled Up Against the First Amendment: The School Board President’s Dilemma (Flaim and Furman).  This dilemma story is presented below.  While the dilemma story is fictionalized, it is loosely based upon the Vineland example.  Thus, the names of individuals and school are not real. 

Up Against the First Amendment: The School Board President’s Dilemma

by Harry Furman and Richard F. Flaim

Harry Sendin is the President of the Seneca School Board of Education.  A former teacher and now an attorney, Sendin is sensitive to the needs of a very diverse school system in which almost one-half of the students are African-American and Latino.  The community is also the home of approximately 200 families of Survivors of the Holocaust.  Indeed, Sendin himself is the son of Holocaust Survivors.   As a practicing lawyer, he is aware of the potential legal implications of Board of Education actions. 

The Board maintains a policy that members of the public may rent a school facility such as an auditorium for the purpose of promoting a public or community interest.  Sendin learns that a local organization has rented the high school auditorium and has invited Khalid Abdul Muhammad to be the featured speaker for an evening event.  A fiery orator, Muhammad is known for his alleged anti-Semitic and anti-white positions as to the state of current American society.

After the invitation becomes public knowledge, some members of the community strongly suggest that what they describe as demagogues like Muhammad have no right to speak in the public schools.  They argue that every legal step should be taken to block Muhammad from appearing at Seneca High School.

The Board’s solicitor advises Sendin that the Board President alone makes the decision as to whether the Board should take any action about Muhammad’s visit.  Sendin knows that regardless of what he decides to do, there will be people who will be critical of his action or inaction.  Sendin speaks with other members of the school board and many other persons in the community, but he realizes that he alone must make this decision.

Questions for Discussion (Revised 12-13-20)

  1. Why is Mr. Sendin’s decision a difficult one?  What values come into conflict for him?  What choices are available to him?  What are the probable consequences of each of these choices?
  2. Should Sendin’s ethnic or religious heritage influence his decision?
  3. Should Sendin make this decision based upon the law, community response, personal interest or any other criteria?
  4. What should be the reaction of Muhammad if he is barred from speaking?  Does Sendin have any sound reason for doing this?  Is there any legal basis upon which Muhammad can be stopped from speaking?
  5. If the speaking engagement is not stopped, should Sendin and members of the school board attend the speech?  Why or why not?
  6. How should the community respond to the presence of such a speaker in their community?  What options are available?
  7. To protect the public peace at such an event, should the community provide additional security?  Who should be responsible for the cost of such security?
  8. Explain whether or not your advice to Sendin would have been different if the intended speaker:
  • was a neo-Nazi leader
  • a national leader of a LGBTQ rights organization?
  • a “right-to-life” speaker?
  • a “pro-choice” advocate?
  • a member of a militia group?
  • a proponent of Black Lives Matter?
  • a sympathizer with the Taliban?
  • an advocate of QAnon?

9. Do you believe there should be restrictions on the expression of potentially dangerous ideas, misinformation, or lies on social media platforms, such as Facebook, Twitter, or Google?  Explain.  If so, who should decide?  Could such restrictions be reconciled with the guarantees of freedom of speech in the First Amendment? 

10. Several countries in Western Europe have passed laws prohibiting the display of the Nazi swastika and prohibiting the expression of ideas that claim the Holocaust did not occur.  How do you view such prohibitions?

11.Would there be any change in your point of view if the issue is free speech involving a teacher in a public school classroom making anti-Jewish or anti-White comments similar to those of Muhammad?  Is there a difference between speech in a classroom and speech in the “public square”? (For a recent federal case, in part about speech in the classroom, see Ali v. Woodbridge Township School District.)

12. To what extent does the desire to constrain speech under certain circumstances intersect with what has recently been labeled as “cancel culture”?  Explore what is meant by this phrase and whether it has implications for the future expression of speech.

13. In 2014, Condoleezza Rice, the former U.S. Secretary of State, was invited to be the commencement speaker at Rutgers University.  In the face of student protest, Rice declined the invitation.  Conduct research into the nature of the objections to having Rice serve as commencement speaker and whether there is any merit to such objections.

14. Underlying the willingness to constrain speech in a democratic society, whether on Facebook, Twitter, Instagram or in the “public square”, is an assumption that many people are vulnerable to being manipulated by speech, and that such manipulation could have dire consequences.  This is a very different point of view than that expressed by Justice Louis Brandeis when he asserted in 1913 that “sunlight is the best disinfectant”.  Discuss.

15. Research:  What restrictions on the freedom of speech have been upheld by the U.S. Supreme Court, or enacted into law?  What rationales underlie such restrictions?  Explore several recent issues related to the guarantee of freedom of speech and discuss how they are being resolved. 

————————————————–

Furman’s Actual Decision, and Concluding Comments

As stated above, this dilemma story is loosely based upon the appearance of Khalid Abdul Muhammad at Vineland (NJ) High School in 1994, and co-author Harry Furman’s own involvement in the dilemma.   Furman’s decision was to allow Muhammad to speak, and he and several other members of the Board of Education attended the event.  While Muhammad’s speech was typical of his hate-filled blasts, there were no incidents before, during or after his appearance.  Furman based his decision on numerous factors:  (1) the Constitutional guarantee of free speech; (2) the Board policy that provided for the rental of school facilities by community groups which, if an exception were made for this particular community group, would have been deemed discriminatory; (3) his personal belief that in a democratic society, even unpopular ideas should be open for discussion.

In discussing issues related to free speech, Furman has often quoted the former U.S. Supreme Court Justice Louis Brandeis who, in defense of the protection of even hateful speech, proclaimed “…sunshine is the best disinfectant.”  Brandeis believed that if we prohibit the expression of hateful speech, such views would simply go “underground” and fester out of public view, making it more difficult for citizens to become aware of them and work to challenge such views.  The guarantee of free speech, even that which is unpopular or hateful, makes it incumbent upon all citizens to be critical consumers of the explosion of information and misinformation that bombards us daily.  In the months and years ahead, citizens’ application of the skills of critical thinking may very well help determine the degree to which our democracy will either thrive, or decline.

Sources:

Bollinger, Lee C.  “Free Speech on Campus Is Doing Just Fine, Thank You.”  The Atlantic. June 12, 2019.

Bond, Shannon. “Day Before Election, Tech CEOs Defend Themselves from GOP Accusations of Censorship.”  NPR. October 18, 2020. https://www.npr.org/2020/928702931/days-before-the-election-tech-Ceos-defend-themselves-from-accusations-of-censorship  

Flaim, Richard F. and Harry Furman, Co-Eds.  The Hitler Legacy: A Dilemma of Hate Speech and Hate Crime in a Post-Holocaust World.  N.J. Commission on Holocaust Education, Trenton, NJ. 2008.  (Available free viewing: https://www.nj.gov/education/holocaust)

Ortutay, Barbara.  “Weeks after election, YouTube cracks down on misinformation.” Associated Press. December 9, 2020. https://apnews.com/article/youtube-election-misinformation- removal-74ca3738e2774c9a4cf8fbd1e9771of

About the Authors

Richard F. Flaim is a Past-President of NJ Council for the Social Studies; former Executive Director of the N.J. Association for Supervision and Curriculum Development; and retired teacher of history, Social Studies Supervisor, and  Assistant Superintendent for Curriculum and Instruction in the Vineland (NJ) Public Schools.  He is co-editor of The Hitler Legacy: A Dilemma of Hate Speech and Hate Crime in a Post-Holocaust World; and The Holocaust and Genocide: A Search for Conscience.  He served as Chairman of the Curriculum and Education Committee of the N.J. Commission on Holocaust Education.

Harry Furman is a practicing attorney in Vineland, NJ; former teacher of history in the Vineland Public Schools; Part Time Lecturer (PTL) at Rutgers University; Editor-in-Chief of The Holocaust and Genocide: A Search for Conscience; and co-editor of The Hitler Legacy: A Dilemma of Hate Speech and Hate Crime in a Post-Holocaust World.  He serves as Chairman of the South Jersey Holocaust Coalition, and has spoken on topics related to the Holocaust and genocide and related issues of conscience throughout the United States and in Israel. He is a past member of the N.J. Commission on Holocaust Education.

December 2020

The Case for Interdisciplinary Education: A Student’s Perspective

by Edward Kim

Introduction

The word, “Interdisciplinary” has been circulating in education for years. Over time, “interdisciplinary collaborations” and “interdisciplinary learning spaces” have become more prevalent in schools and institutions across the country. Just this year, I have proposed a new interdisciplinary class called “Science and Society” to my district Curriculum Committee and got it approved for implementation. However, the significant increase in interdisciplinary learning over the years is hardly a surprise given its vast appeal.

To begin with, the very prospect of learning through a marriage of multiple disciplines is an inherently progressive standard. It is a clear break from the status quo of traditional disciplinary barriers that have been established in education systems for decades. As a result, interdisciplinarity is an innovative and exciting topic for many teachers, supervisors, and students. More recently, it has begun to move into frontline conversations about 21st century education reform and a fundamental structuring of pedagogy itself.

As a student interested in education policy, I too share the enthusiasm of others who are excited to see the rise of a new learning model that aims to boldly change the educational landscape. At the same time, the hype and novelty surrounding such a learning paradigm can often overshadow the reality behind what interdisciplinary education truly is and why it has become essential for schools across the nation. I would like to take this opportunity to share why interdisciplinary education is much deeper and more profound than it appears to be, and why it has become a fundamental necessity for the education system in America.

The Fourth Industrial Revolution

Currently, the world is seeing tremendous advancements in science and technology that will certainly permeate every aspect of society. With giant leaps being made in robotics, artificial intelligence, 5G connectivity, gene editing, virtual reality, robotics, and sustainable technology to name a few, the world is building upon the previous digital revolution (the “3rd” Industrial Revolution) in ways never seen before. Ever since the World Economic Forum introduced the realization of this new “Fourth Industrial Revolution” in 2015, people have started to grasp just how drastic these technological changes are going to be.1

The Job Market

An obvious result of these enormous changes in technology is a corresponding shift in the job market. The predicted impact of automation and artificial intelligence on jobs is staggering: a McKinsey study claims that 400 million workers across the world will be displaced by automation within the next 10 years2, while an Oxford University study reveals that around 47% of American jobs are at high risk of being taken over by computerization.3 While there is much debate on the extent of the Fourth Industrial Revolution’s impact on net job growth, it is indisputable that employees in the next few years will work in an environment increasingly dominated by automation. At this point, it is important to take a step back and consider what this all really means for workers and what kinds of skills they will need to bring to the workplace. Simply put, what are the things people can do that automation cannot already do better and more efficiently? Our ability to collect and analyze data, memorize, calculate, and perform repetitive physical tasks are not on that list and will be at high risk of being supplanted by automation. The reality is that certain job skills will not maintain the same value at a time of such rapid change in the world. Not being able to identify what skills may be placed at higher value as a result of the Fourth Industrial Revolution (FIR) could be disastrous for people and the economy.

This is where interdisciplinary education will make a difference. In the coming years, one of the most coveted and important job skills will be the ability to think about and approach problems by drawing from multiple disciplines. More specifically, this will come in the form of being able to understand modern technologies and scientific developments within societal, historical, economic, and moral contexts – perspectives that artificial intelligence would not be fully trusted with in the near future. People who have developed the capacity and willingness to approach the complex issues of today from an interdisciplinary standpoint will not only be assets to the workforce by being able to provide nuanced solutions covering both objective and subjective perspectives, but will also be most conscientious about how to deal with the FIR technologies that are dramatically impacting the job market.

Public Policy and Scientific Progress

The Fourth Industrial Revolution will bring about significant dilemmas for government at the federal and local levels. While technological progress is amazing and currently improving the quality of life for millions, it has limited value until society determines how it will advance civilization and be regulated. The current controversy surrounding the role of giant tech companies (Facebook, Amazon, Twitter, Google) in politics as well as partisan strife on issues such as abortion, artificial intelligence, climate change, cyber security, and healthcare are just the beginning. Novel technologies brought on by the Fourth Industrial Revolution will be radically more pervasive in the lives of people and much more multifaceted than the issues of today.

One prominent example is the bioethical issue of embryonic gene editing (the technology for which already has been used) which will have a tremendous impact on people’s relationship with biomedical technology. If granted the decision to choose on an individual basis whether gene editing is a viable option for their own children, people could potentially be given the ability to dictate the evolution of the human species by selecting certain characteristics. From what kind of moral or even policy-based foundation can society learn to adequately deal with such decisions? People in this nation are already extremely polarized and struggling to make significant strides in reconciliating opposing viewpoints over the single controversy of abortion, which is just the tip of the iceberg of dilemmas brought by increasing biotechnological capabilities. This is ignoring the host of moral, political, economic, and social quandaries that will result from the rise of artificial intelligence, human-machine interfaces, augmented reality, and much more. As of now, the world is woefully unprepared to deal with the inevitable technological dilemmas that will arise in the future. Future generations need to be able to relate perspectives from economics, ethics, behavioral psychology, and sociology to the current rise of advanced FIR technologies.

Outside FIR, the necessity for interdisciplinary thinking relating to modern issues is already being put into the spotlight due to the complex nature of the current pandemic. The immediate COVID-19 crisis has demonstrated the need to approach a topic as complicated as a pandemic from scientific, economic, and social standpoints.

When the world’s current events are so obviously multifaceted and require not just dialogue among experts from different fields but also people able to integrate different disciplines, it is the responsibility of the education system to take notice and adapt appropriately. Education is the only wide-encompassing entity that can systematically influence young people, and is the key to empowering a new generation of people who will be prepared for such dramatic changes in the world.

Historical Precedent

Examining the drastic advancements in technology throughout time and their effects on society is extremely relevant in regards to the current Fourth Industrial Revolution and the importance of interdisciplinarity. The transformation of society in Europe and the United States from an agrarian to an industrial civilization (~1740-1860) undeniably had many positive effects such as the overall increase in quality of life and wealth for the average person. On the other hand, the failure to consider mechanization and industrialization from a holistic view of multiple perspectives presented unprecedented consequences such as soaring income inequality, vast overcrowding of cities, and loss of individuality and sense of agency for many workers. Perhaps the most disastrous overlooked consequence of industrialization was its devastating effect on the environment, as the government made practically no effort to mitigate the pollution produced by factories. Below is a report from the Intergovernmental Panel of Climate Change showing the dramatic increase in greenhouse gas levels as a direct result of industrialization. The inability for society to prepare for the interdisciplinary nature of technological changes has had ramifications lasting to this day.

The necessity for taking a nuanced approach to the world’s problems did not begin with the Fourth Industrial Revolution and has always been prevalent throughout history.

The Essence of Interdisciplinary Learning

Many educators are familiar with interdisciplinarity as a newer approach to education. However, the idea of combining multiple disciplines dates back to pedagogy used in ancient Greece with the Trivium and Quadrivium, which represent early philosophical approaches to a “unified” form of liberal arts education. Although originating in ancient Greece, the Trivium and Quadrivium primarily came into use in the early Middle Ages, and are often associated with that era historically. While there has been much evidence over time indicating the benefits of interdisciplinarity,4, 5, 6, 7 what about this learning model in particular makes it go beyond simply recognizing the connections between concepts learned in two different classes? The word “Interdisciplinary” literally means “between or among disciplines.” But what does “between or among disciplines” really mean? Perhaps the true essence of learning between disciplines is much deeper and more profound than it immediately seems.

“Mindsets”

Every academic discipline, whether it be social studies, math, science, or language arts, has a certain knowledge base to go along with it. A foundation of facts and fundamental skills are necessary to advance a student’s learning in any subject. It would not make sense to do calculus without having a solid grounding in algebra, or to analyze historic events without first learning at least the basic factual details of those events. However, too often the disciplines are viewed as really just a set of facts, formulas, and “knowledge bases.” Interdisciplinarity takes the disciplines and elevates the meaning behind them to the point that such restricted viewpoints no longer become sustainable.

By its very nature, an interdisciplinary approach requires an understanding of the disciplines far above the informational level. Actually “combining” multiple disciplines in a profound and meaningful way is simply not feasible without first viewing them as different “mindsets” and not just “knowledge bases.” Through this approach, it is possible to put the social studies, natural sciences, and humanities into larger and more applied contexts that exist across and beyond the spheres of those respective fields. When multiple disciplines are not only juxtaposed but truly integrated, the differences and similarities of what they each offer and aim to accomplish through different ways of approaching issues become illuminated. One of the most prevalent issues in society is unnecessary conflict between people with differing perspectives who are unwilling to compromise or take each other’s viewpoints seriously. Interdisciplinarity eliminates the notion that one perspective is superior and fosters a healthy dialogue that seeks to value and combine multiple disciplines and ways of thinking. Thus, Interdisciplinary thinking is not simply defined by the ability to make obvious, surface-level connections across different fields.

Innovative Thinking

A unique quality to interdisciplinary learning is that in many ways it opposes thinking by analogy. Thinking by analogy builds off of what has already been long-established, which is often the case when studying or conducting research in a single discipline. Granted, there are obvious benefits to specialization in one subject area that can have tremendous applications in society and academia. Advancing knowledge in an area over time is intrinsically valuable, and interdisciplinarity does not aim to overhaul or “dethrone” the existing educational paradigm but rather gain more presence and importance in the learning process.

However, exclusively thinking by analogy is what prevents innovation and progress. Being stuck in the past when the world is being upturned by the Fourth Industrial Revolution is dangerous, and a learning model that can create new perspectives and ways of approaching nuanced issues of today is needed now more than ever. By exploring a scientific issue through a social studies lens or vice versa, students are pushed to think critically about what connections can be made that have never been identified before.

Interdisciplinary Learning in the Classroom

While the theory behind interdisciplinarity may sound attractive, actually implementing it in the classroom is a different story entirely. The key point is that there is no one way to effectively do this. Education policy itself is highly localized, and each district has its unique way of implementing and maintaining the standards outlined by the state. This is not too surprising considering the fact that different students make up the population in different areas. These are the personal thoughts of a student which were enhanced by various conversations over the past years with education professionals.

Distinct Class

A direct pathway to increase interdisciplinary education would be the implementation of a separate class (or classes) specifically designed to foster this thinking in students. In my own district, the Curriculum Committee approved a “Science and Society” elective class built on specific topics that were identified to be effective in helping students think from both a scientific and societal perspective: the origin of scientific thought, Darwinian evolution and society, and the scientific revolution and enlightenment. However, the resources that were used to develop the components and structure of this class were very specific to the school and district where it was being implemented.

A plausible approach to implement “interdisciplinary” classes in a more general sense is the idea of thematic classes. These would not be attached or affiliated with any one department in particular, but rather a shared responsibility between or among multiple departments. If this is the case, faculty who develop the curriculum and coordinate the logistics might have more leeway to cooperate in a joint-effort. Perhaps even a classroom with a two-teacher dynamic, each from a different discipline, might be fitting for a class of this type. This goes back to the idea of interdisciplinarity as a convergence of “mindsets,” not simply knowledge bases. The specific experiences and perspective that a social studies teacher brings to a classroom environment is significantly different from that of a science teacher, and even a simple dialogue or sharing of ideas between professionals from different disciplines in a classroom can be very powerful.

Furthermore, the NJ Student Learning Standards that were recently revised contain specific curricular areas that are great candidates for thematically oriented classes. These include a section in the social studies standards called “Renaissance, Scientific Revolution, Reformation, and Enlightenment,” the unit on biological evolution in the science standards, and a unit called “Influence of Engineering, Technology, and Science on Society and the Natural World” also from the science standards. These are areas that are not only explicitly part of the learning curriculum as mandated by the New Jersey Student Learning Standards, but also areas that can be targets of thematically organized classes that can very easily bring in multiple disciplinary perspectives.

Depth Over Breadth

An alternative approach to creating a distinct interdisciplinary class is something that might be more broadly implemented in traditional social studies and science classes. This is not necessarily about changing the curriculum content itself, but how this content is conveyed to students. By creating a larger emphasis on how curricular content relates to real contemporary issues and society at large, students will have a more efficient and holistic learning experience.

This broadly based approach addresses an aspect of education that needs improvement, which is how students personally view their learning. On too many occasions students are bombarded with the rapid pace and workload of classes, which leaves them with insufficient room to seriously consider the importance and realistic implications of what they are learning. Too often, the curriculum taught in the class is left in the classroom only and interpreted by students as merely a series of strategies and memory points to be utilized in assessments. Classrooms brimming with potential to explore concepts in a deep and substantive manner are sometimes forced to prioritize breadth over depth, out of fear that the required units might not all get covered. How will this prepare the next generations for the rapidly changing world and the slew of complex interdisciplinary issues that will force us to think outside of traditional education models? Students need an educational model that is inherently interdisciplinary and thematically based in multiple subject areas.

While having a knowledge base of facts and concepts is necessary in a social studies class, it is important for students to understand how this knowledge fits into a larger context that includes disciplines other than the social studies. This educational approach is not only a more accurate reflection of the real world that is not arbitrarily divided into separate disciplines, but also a far more efficient and engaging way of teaching. It goes back to the idea of interdisciplinarity as “mindsets.” Considering one discipline in the context of another is impossible unless the student is willing to go beyond the superficial and internalize what kind of thought process or approach a certain discipline brings to a nuanced dialogue. As such, an increased focus on the holistic applications of a discipline will naturally enhance students’ understanding of that discipline itself.

Conclusion

Interdisciplinary learning is no longer a privilege for schools but a necessity. Change in the education system is time-sensitive and needs to start happening now. In many ways, this change is already becoming evident. Only recently the initiative to implement curricula for climate change was added to the NJ Student Learning Standards, and there has been a clear move in the right direction from the NJ Department of Education to increase the prevalence of interdisciplinary learning. Little by little, cumulative changes will hopefully provide the next generations with increasingly innovative and advanced ways of thinking and learning about the world around them.

Acknowledgments

I would like to thank Mr. Hank Bitten at NJCSS for his tremendous support throughout this. I also want to thank Mr. Gold, Ms. d’Adolf, Dr. Mamman, and the wonderful educators and professionals back at Tenafly High School for being such a positive influence in my life.

References

1 – Written by Klaus Schwab, Founder and Executive Chairman. “The Fourth Industrial Revolution: What It Means and How to Respond.” World Economic Forum, www.weforum.org/agenda/2016/01/the-fourth-industrial-revolution-what-it-means-and-how-to-respond/.

2 – Manyika, James, et al. “Jobs Lost, Jobs Gained: What the Future of Work Will Mean for Jobs, Skills, and Wages.” McKinsey & Company, McKinsey & Company, 11 May 2019, http://www.mckinsey.com/featured-insights/future-of-work/jobs-lost-jobs-gained-what-the-future-of-work-will-mean-for-jobs-skills-and-wages#.

3 – Frey, Carl Benedikt, and Michael A. Osborne. “The future of employment: How susceptible are jobs to computerisation?.” Technological forecasting and social change 114 (2017): 254-280

4 – Hall, Pippa, and Lynda Weaver. “Interdisciplinary education and teamwork: a long and winding road.” Medical education 35.9 (2001): 867-875

5 – Strauss, Ronald P., et al. “Cognitive and attitudinal impacts of a university AIDS course: interdisciplinary education as a public health intervention.” American Journal of Public Health 82.4 (1992): 569-572

6 – Jones, Casey. “Interdisciplinary approach-advantages, disadvantages, and the future benefits of interdisciplinary studies.” Essai 7.1 (2010): 26.

7 – Coops, Nicholas C., et al. “How an entry-level, interdisciplinary sustainability course revealed the benefits and challenges of a university-wide initiative for sustainability education.” International Journal of Sustainability in Higher Education (2015).

Diagram 1: https://www.mum-writes.com/2018/06/rex-facing-the-4th-industrial-revolution-with-holistic-learning/

Diagram 2: https://www.acs.org/content/acs/en/climatescience/greenhousegases/indu strialrevolution.html


Diagram 3: https://pt.slideshare.net/nacis_slides/cartographic-curiosity-promoting-interdisciplinary-thinkin g-in-general-education-through-maps

Assessment in the Remote Teaching Arena

As I am writing this, we are scheduled to return to school in a hybrid approach for 2020-2021. Significantly, it appears that at least 20% of families will be opting for an all-remote experience to begin the school year. Additionally, it certainly seems at least possible that Governor Murphy could either require a remote start to the year, or we could be forced to use the all-remote plan after a few weeks if the rate of infection increases with back-to-school. 

by Timothy B. Monahan

Teacher and Technology & Innovation Specialist at Ridgewood High School (NJ)

On a personal level, I accept that I have very little control or influence on the numerous reopening issues at hand. With this in mind, I have been focusing most of my attention on remote teaching for 2020-2021. More specifically, one question has driven me: “How can I implement a package of meaningful, reasonable assessments that resemble what I would normally give in-person under observation to deter violations of academic integrity?” 

The Challenges of Remote Learning

Frankly, I have enough trouble enforcing academic integrity when I am present in the classroom, so remote assessment presents quite a challenge for me. Formative assessment and remote learning go hand in hand, as I am sure many educators found last spring. Summative assessment can be much trickier, especially if your course is not tied to essay responses or is tied to a rigorous AP exam. Unfortunately, in my case, I teach a course where students are expected to succeed on two extremely rigorous AP Exams in May. Therefore, abandoning the traditional (summative) modes of assessment that motivate and validate student learning is not an option if I intend to achieve my district’s mandate for high student achievement. 

Since last March, I have been planning ways to preserve rigorous, traditional summative assessment in a remote learning environment. Naturally, academic integrity is a monumental hurdle. As it stands, it appears that we will need to solve this question for at least the approximately 20% of students opting for all-remote learning. Obviously, there remains a distinct possibility that we could need a plan for all our students if and when we go to the all-remote schedule. 

I am not only a teacher; I am also a member of my district’s Technology & Innovation Specialist team (formerly called Tech Coaches). Naturally, we spent hundreds of crisis hours in 2020 cataloging and pushing platforms & strategies for remote learning to our colleagues. I focused on screening everything out there for the most valuable strategies for high school classes. Fortunately, our team has been doing this type of in-house professional development work for many years prior to 2020, a major credit to the Ridgewood Public Schools! 

Formative vs. Summative: Rethinking Assessment in the Remote Arena

We don’t advocate our teachers to merely lecture in a Zoom or Google Meet. Our district philosophy is based on a standards based approach, with formative and summative assessment being implemented to both engage students and check for learning at various intervals. While our approach in the 2020 crisis provided a teacher option to teach synchronous (live) or asynchronous (flipped lessons due at 8pm each night), heading into the 2020-2021 we have adopted a much more synchronous approach. This coming year, we will lean heavily on formative assessment during or after synchronous lessons. It seems likely that many teachers will start each remote period with the full-class meeting before breaking-out into smaller rooms on Google Meet or Zoom to accomplish an objective. The teacher can bounce group-to-group virtually, or even have groups record their break-outs to promote focus on the group objective. For example, in the course I teach, the group objective will vary between going over a problem assigned for homework previously, or solving a new problem in real time.

Other teachers will have their students discuss or debate a topic, or maybe even produce work digitally. The possibilities are confined to the virtual setting, but remain limitless! At the end of the period, the teacher can then bring the whole class back together to debrief and complete a formative assessment which is a “check for learning.” There are dozens of ways our teachers can push formative assessment, and our Technology and Innovation Specialist team will continue to work with teachers individually to build-out their remote courses.To accomplish this, our teachers will likely use an interactive platform, such as Pear Deck, for direct, synchronous instruction with formative assessment embedded. Our teachers also craft their own formative assessments in Google Forms and the Skyward SMS to supplement direct instruction. Furthermore, in our district we recently completed Summer Professional Development to craft Standards Based Assessment & Rubrics to lean on during remote instruction. As it pertains to rubrics, I strongly advocate teachers use the Google Classroom Rubric functionality.

Good news: we seem to have figured-out synchronous teaching and formative assessment during the unexpected 2020 Crisis. While it wasn’t easy, hopefully you agree that teachers have remote instruction and formative assessment under control. But what about summative assessment? Remember, those are the traditional unit tests that check for long-term learning. Those are invaluable in education, too, because they check to make sure students are retaining and building upon the skills they learn day-to-day. 

We’re not talking about the old-days of rote memorization here, because that went out of fashion with the advent of Google. No, summative assessment is where the student demonstrates the ability to analyze, critique, or solve complex problems by applying thinking skills to a relevant (“real world”) scenario. I used to tell parents on Back-to-School Night that summative assessment in my World History course would never be “How tall is the Great Pyramid of Giza?” but something closer to, “What does our knowledge of the methods required to construct pyramids in Egypt indicate about the structure of the government and economy of the Old Kingdom period of Ancient Egyptian civilization?” 

Keep in mind that concluding formative assessment means multiple choice while summative assessment means essay is a common mistake. While the second question could certainly work as a free-response question, both those questions about Ancient Egypt can be multiple choice stems. One way I differentiate between formative and summative assessment is to lean on my experience as a sports coach. Formative assessment is like evaluating how my players did on specific skills in the drills we execute during practice. Summative assessment is how well they put all the skills together during scrimmages or games. 

How to Preserve Traditional Formative Assessment in the Remote Arena

Normally, my course features 10 different unit exams that cover several clusters of content standards each. These are my traditional summative assessments. Based on professional collaboration with teachers of the same course at other schools, there is absolutely nothing revolutionary about what I do. However, with the 2020 Crisis, traditional summative assessment got immediately marginalized out of despair over security. Many teachers, including me, opted to replace traditional summative assessment with project-based assessment where academic integrity was not an issue. Also, this allowed the students a chance to socialize virtually during the darkest days of the quarantine. However, that was March 2020, a point where my students had already completed 9 of the 10 traditional summative assessments. I don’t have the luxury of abandoning traditional summative assessment for the entirety of 2020-2021, and there is no guarantee I’ll be able to pull-it-off in the physical classroom with so many opting for all-remote.

What I will be doing in my classroom is a variation of what my neighbor was subjected to as he finished a graduate program last spring. It goes something like this: 

Step 1: The teacher must first decide how to best digitize his/her traditional assessment for remote access. (e.g.: Google Doc, Google Form, Skyward, etc. etc.) 

Step 2: Where practical, teachers are encouraged to make several versions of each assessment by scrambling questions, slightly changing numbers/wording to reduce the temptation and ease for students to violate academic integrity. 

Step 3: On the day of the summative assessment, the teacher will assign students to individual break-out rooms (e.g. Google Meet). During testing, the teacher can choose to have every room open (but muted) as a tab in Chrome or to bounce room-to-room to check in. 

Step 4: Students will be instructed as to the teacher expectations in advance. For example, “all students must put their phones away.” Here are the expectations I plan to push to my students:

  • You must locate yourself in a quiet area/room of their house where you will not be interrupted during the assessment. 
  • All students must have their cameras & volume on (teacher will check for each), and must refrain from communicating with anyone else present in their home during the testing period.
  • All students must share their screen to ensure no unauthorized tabs are open and to provide a record of the session. (Note: in my district we have a GoGaurdian license and I’ll have this running, but it only works on district issued Chromebooks, and many use personal devices. So I’m doing this for the Mac Book users.)
  • Each students’ testing session will be recorded and archived by the teacher only (not the student). In the event of any issues, the recording will be scrutinized for irregularities.
  • All of the above are considered an extension of the school Academic Integrity Policy.

Step 5: Stress the expectation that academic integrity extends firmly into the remote arena. Do this early (on your syllabus and first day of class), seek administrative support to reinforce this value, and make sure to hold students accountable. The best deterrent for cheating is vigilance. I know that during in-person assessments, I often have a bad habit of grading work at my desk, despite my better judgement telling me I should spend the entire period vigilantly patrolling the classroom. In the remote arena, this is even more important. I am planning in advance to spend the entire period closely watching the test-takers, and doing nothing else.

I should also mention that some teachers might also want to incorporate the approach used by the College Board for the 2020 AP Exams. In that case, the students were allowed to access their notes, but strictly forbidden from communicating with each other during the exam period. Upon release of the exams, it became apparent that the College Board had re-designed the format of the exams to be very difficult to complete in the allotted time, presumably scoring the exams on a greater curve to compensate. This format not only assesses student mastery of the content by further emphasizing the time constraint, but it also discourages cheating because sorting out the answers to different versions of the exam would potentially take-up valuable time. Notably, teachers who have multiple sections of a course (e.g. I usually have 4-5 sections of one AP course) face the challenge of preventing inter-section breaches of exam security (screen shots, etc.) However, that issue transcends remote learning vs. in-person learning, and remains elusive. 

While the particular approach described here is what I am planning to adopt and use for this September, I am not suggesting everyone adopt this approach. In fact, not every teacher will need or want to implement this type of plan for the 2020-2021 school year. However, as I said earlier, something I am specifically trying to accomplish is overall preparedness for two extremely rigorous AP exams in May 2021. I have to believe this approach gives me the best chance to replicate the annual student achievement I have been able to obtain with in-person instruction.