Disciplinary Literacy, Trade Books, and Culturally Responsive Teaching in Middle Grades Social Studies

Disciplinary literacy, which emphasizes teaching students the skills and strategies used by practitioners, has become more prevalent in U.S. schools over the last 15 years. Therefore, teachers need to be deliberate as they assist students to think and write like practitioners (Shanahan & Shanahan, 2008). The National Council for the Social Studies (NCSS) has placed an emphasis on disciplinary literacy in its College, Career, and Civic Life (C3) Framework for Social Studies State Standards (NCSS, 2013a).

            Emphasizing disciplinary literacy means social studies teachers need to give careful thought and consideration in designing learning experiences to develop their students’ historical, civic, economic, and geographic thinking skills (NCSS, 2013a). For some, this will mean redefining their classroom practices. Incorporating disciplinary literacy practices is complicated by the fact that many students are not reading on grade level.

Our intervention is centered on using trade books focusing on civil rights activists that address the racial discrimination Black Americans faced immediately after the U.S. Civil War. Students read excerpts of the trade books and additional sources as a whole class and in groups. They utilized these texts to answer analysis prompts where they used evidence to support their arguments. In this article, we share both our intervention and the successes from the project.

The demographics in U.S. public schools have dramatically changed in the 21st century. White majorities in schools have given way to student populations that are more diverse. This is due in part to immigration patterns to the United States. With the changing demographics in the United States, social studies teachers need to reconsider how they design classroom instruction. One approach is to incorporate culturally responsive teaching, which is defined by Geneva Gay (2000) as “using the cultural knowledge, prior experiences, frames of reference, and performance styles of ethnically diverse student to make learning encounters more relevant to and effective for them” (pg. 29). Additionally, culturally responsive teaching emphasizes the need for high expectations and academic achievement for culturally diverse students, which reflects the empowered school culture described by Banks (2019). 

Gay (2000) calls for teachers to scaffold and connect ethnically and culturally diverse students with the curriculum of the varied academic subjects. Doing so helps teachers to achieve the transformative approach to multicultural education described by Banks (2019). In the transformative approach, “the structure of the curriculum is changed to enable students to view concepts, issues, events, and themes from the perspective of diverse ethnic and cultural groups” (Banks, 2019, p. 64). If social studies teachers are to move beyond the additive and contributions approaches to multicultural education, it is necessary to consider how to incorporate the experiences and viewpoints of minorities beyond a single month in the year (King & Brown, 2014). In the social studies, this would entail using a variety of resources to authentically represent different groups’ values and perspectives throughout the curriculum. Texts that reflect students’ cultures act as mirrors. This allows students to see themselves in their U.S. history curriculum (Bishop, 1990).

There are several key components of culturally responsive teaching for social studies teachers to consider. Effective instruction in the social studies includes primary and secondary sources that allow students to analyze different groups’ perspectives and beliefs about historical and contemporary issues. Doing so provides students with the information to develop a nuanced understanding of an issue and helps to prepare them to work with people from different backgrounds in our pluralistic democratic society (Banks, 2019; Gay, 1994). By focusing on their culture through reading assignments, students can also analyze and critique historical and contemporary power structures in U.S. society and thus equip them with the knowledge to take civic action to address social, cultural, economic, and political inequities (Ochoa-Becker, 1996). One of the approaches to addressing ethnic and cultural diversity in the classroom identified by Gay (2000) is the use of trade books as instructional tools.

            The term trade book refers to books, other than textbooks, that are available in retail establishments. Trade books include informational texts, picture books, and graphic novels (McGowan & Guzzetti, 1991). Not only are trade books more engaging than the typical social studies textbook, but they are also better written (Palmer & Stewart, 1997). Trade books highlight individuals and events frequently excluded from traditional textbooks (Chick, 2008). Trade books are not shallow in content and difficult to read (Berkeley et al., 2016; Tracy, 2003).

Trade books enable teachers to focus on a specific individual or event in depth. Diverse perspectives can be accessed by using several trade books in a curated text set about a specific event or time (Palmer & Stewart, 1997). The diversity of available trade books, in content, format, and readability, offers teachers an opportunity to select texts that best match their students’ reading and learning needs (Liang, 2002; Saul & Dieckman, 2005).

For social studies teachers, trade books offer students a chance to step into a new time or place (Beck & McKeown, 1991) to meet lesser-known historical figures and make emotional connections to the events depicted (Chisholm et al., 2017). It is through this emotional connection that trade books can be used as tools to develop students’ historical empathy skills, which is the effort to better understand historical figures, their actions, decisions, and lived experiences (Endacott & Brooks, 2013). Trade books also offer social studies teachers a way to teach disciplinary literacy by requiring students to analyze for perspective, bias, and purpose (Shanahan & Shanahan 2008).

            As mentioned previously, in culturally responsive pedagogy, teachers employ varied sources that celebrate the history and lived experiences of the culturally diverse students in the classroom. Trade books are an excellent way to do this. For students of color, historical figures who look like them are often portrayed as victims, with little agency and impact on U.S. history (King, 2020). This is not the mirror we want our students to see. To counter this image, teachers should use texts that present people of color impacting their world. This is the framework we utilized to design our study.

We designed a year-long project for the 2021-2022 academic year in which a sixth-grade teacher would use trade books to thematically teach the concept of civil rights in the United States from Reconstruction to the present. We envisioned thematic teaching to be the examination of a specific concept, in this case civil rights, while still teaching U.S. history chronologically. Thus, the thematic teaching approach was embedded into the existing content taught in the grade level. We chose to focus on the civil rights theme because we wanted students to recognize that the civil rights movement in the 1950s and 1960s did not exist in a vacuum. There were events, individuals, and groups who strove for civil rights long before Dr. King.

We determined that trade books would be an effective way to address this theme, as there are books written for young people that address all of the eras of U.S. history. Many of them highlight the struggles and achievements of culturally diverse individuals. To identify high quality trade books aligned with the sixth-grade curriculum and the civil rights theme, we first referred to the NCSS Notable Trade Book lists. All trade books were read, evaluated with regard to both project goals and text quality, and were agreed upon by the two researchers and the teacher.

The thematic teaching through our project was conducted at the Academy (a pseudonym), a new public charter school located in a medium-size city in the Southern United States. At the time of this project, there is only a sixth-grade class of 100 students at the time of our project. The Academy’s mission statement is clearly aligned with the principles of culturally responsive teaching. The school mission is socially justice oriented, seeking to empower their students to be agents of change.

Black students represent 93% of the Academy’s sixth grade class. The remaining 7% include students who identify as Latinx, white, and Asian. The social studies teacher, Ms. Edwards (a pseudonym), identifies as a white female and has more than ten years of experience teaching social studies in both middle school and high school settings. We should acknowledge that both researchers identify as white, one a white male and the other a white female.

            The learning activities were co-constructed with the participating teacher. The three of us crafted an instructional plan that was both reflective of content that addressed the state standards, incorporated the selected trade book, reflected both the school’s mission, and the teacher’s understanding of the students’ learning needs. We helped the teacher monitor student work and aided with instruction, when requested. Based on the fact that the students’ completed work when we were present did not greatly differ from their work when we were not in the classroom, we posit that our participation in class instruction had little impact on the students’ performance.

This paper explores the results of the first two eras addressed in curriculum: Reconstruction and the Progressive Era. The trade books chosen for these units included Henry Louis Gates, Jr.’s (2019) Dark Sky Rising: Reconstruction and the Dawn of Jim Crow and Walter Dean Myers and Bonnie Christensen’s (2008) Ida B. Wells: Let the Truth Be Told. Dark Sky Rising, a non-fiction chapter book, is written for the young adolescent reader and contains numerous primary sources embedded into the narrative. It explores the rise and fall of African American civil liberties during the Reconstruction era. Ida B. Wells: Let the Truth Be Told (Myers & Christensen, 2008) is a 2009 NCSS Notable Trade Book. It is a picture biography of Ida B. Wells’s life and includes her childhood, education, work as a journalist and suffragette, as well as her efforts fighting the lynching of Black Americans.

We used the trade books as anchor texts in the two units. In the Reconstruction unit, Dark Sky Rising (Gates, Jr., 2019). was used to explore literacy tests, poll tax, Plessy v. Ferguson, and Jim Crow segregation laws designed to keep African Americans second-class citizens in the latter 1800s. During the second unit, students read the trade book Ida B. Wells (Myers & Christensen, 2008) and watched videos about Wells to examine how violence was used as a tool to maintain white hegemony in the South.

Excerpts from Dark Sky Rising (Gates Jr., 2019) were used due to the book’s length. A whole class read-aloud strategy was used for both Dark Sky Rising (Gates Jr., 2019) and Ida B. Wells (Myers & Christensen, 2008). Students also did partner readings of sections from both trade books. They worked together to complete tasks that required them to synthesize information found in the trade books to explain how policies were created to disenfranchise African Americans and how violence was used to maintain these social inequalities.

There was evidence that two years’ worth of disruptions due to the COVID-19 pandemic impacted the students’ literacy skills. It was apparent in the interactions between the teacher and students that there was also a discrepancy between expectations in the middle school and the elementary school. Students were initially resistant to reading informational texts, synthesizing information, and writing to convey their understanding. Over the course of the year, the students’ resistance was reduced, and their work reflected improved literacy skills.

It was clear that they were not used to completing tasks like the ones assigned. Their written responses were short and rarely in complete sentences (see Figure 1):

Figure 1: Student Example 1, Impact of Plessy vs. Ferguson

Despite the brevity of the students’ answers, the majority of students’ responses were correct, indicating that they were able to successfully read the trade books and articulate responses to questions focusing on the obstacles African Americans faced.

There were encouraging signs from the first two handouts that with simple modeling from the teacher and researchers, some of the students included references from the trade book and primary sources to support their arguments. Students would add the page number where they found their answers to the questions (See Figure 2):

Figure 2: Student Example 2, Impact of Poll Taxes and Literacy Tests

By the end of the first two units, almost all students were consistently using evidence from sources to support their arguments, and they were doing so in complete sentences. Additionally, students made subtle thematic arguments regarding how different civil rights activists worked to address racial discrimination.

One other item of note was that in addition to strengthening students’ disciplinary literacy and historical thinking skills, they also started to discuss historical figures in three dimensional terms. Often, middle school students see historical figures as dead characters who lacked hopes and dreams (Clabough et al., 2017). These students started talking about the historical figures, Frederick Douglass from the first project and Ida B. Wells from the second project, in three dimensional terms in the second unit’s summative assessment. That assignment tasked students with drawing a Janus figure for Frederick Douglass and Ida B. Wells while also answering questions about these two individuals’ backgrounds and advocacies. The trade books and resources selected through the first two units were designed to highlight how and why both historical figures advocated for civil rights.

The students’ writing showed tremendous progress within the course of a month. Most were writing in complete sentences by the end of the Janus figure activity (See Figure 3):

Figure 3: Student Example 3, Janus Figure Assessment

 The majority of the students cited evidence at the end of the sentences from the trade books and the resources used. The students consistently wrote about Frederick Douglass and Ida B. Wells in three dimensional terms by capturing events in their childhood and family life, as well as their values and beliefs about civil rights issues.

            When social studies teachers talk about thematic teaching, they often speak of a dichotomy between chronological instruction and thematic instruction (Turan, 2020). Our work in this project suggests a different approach, one where teachers do not have to sacrifice chronological teaching to embrace thematic instruction. The units highlighted in this project were taught in a chronological order. However, they both included a focus on the struggle for African American civil rights, using the selected trade books as anchor texts. As demonstrated in their Janus figures, the students were able to make thematic connections between the two individuals. The theme was not diluted by teaching the units chronologically, and the chronology of the content was not lost in examining a theme. This project demonstrates that, at least in thematic teaching, you can have your cake and eat it too.

            Social studies education has long embraced using trade books as instructional tools. There are quite a few articles describing the potential benefits of using trade books in the middle grades social studies class (Clabough & Sheffield, 2022; Wilkins et al., 2008). However, there is little research within the last twenty years that outlines how these potential benefits play out in the middle school classroom.

We found in our work at the Academy that using the trade books was an effective method to engage students in disciplinary literacy. The students demonstrated the ability to gather information from sources and draw informed and supported conclusions. They also began to employ historical empathy, a highly complex skill, with regard to the African American leaders studied in the Reconstruction and Progressive Era units. The results from this project indicate that the articles extolling the potential benefits of trade books in the social studies classroom were well-founded.

Students need opportunities to explore their culture in meaningful ways (Gay, 2000). The exploration of culturally responsive trade books offers students a way to empathize with varied groups’ lived experiences, which is also an important aspect of historical empathy (Endacott & Brooks, 2013). Additionally, drawing on trade books that address diverse cultures helps to cultivate an inclusive learning environment that values all students.

The sixth-grade students were actively engaged in our project through class discussions during read alouds and group work analyzing trade books and supplementary sources. The content being explored focused on African Americans’ lived experiences with racial discrimination. Students were able to see how historical figures analyzed public policies and took civic action, thus demonstrating for the students the practical necessity of being able to complete complex reading tasks. Finally, students gained the skills needed as future democratic citizens to take civic action as change agents to address social injustices (NCSS, 2013b).

            During our time with the students at the Academy, the importance of starting small with building students’ disciplinary literacy skills and giving them space to grow became increasingly obvious. Within a month, the students went from writing sentence fragment responses in the first two tasks to consistently articulating their answers in complete sentences with references to support their arguments. This transformation was accomplished from support and modeling by the teacher and researchers. The exploration of culturally responsive trade books also allowed the students’ historical empathy skills to be strengthened as they could articulate historical figures’ values, beliefs, and advocacies. Social studies teachers need to strive for students to engage in disciplinary literacy in order to examine the experiences and achievements of marginalized groups and to explore complex topics within the U.S. history curriculum. Avoid the assumption that just because students are not reading on grade level, or struggle with writing, that they cannot engage in historical analysis. The students’ growth and engagement with the content that we observed in the first month of school suggests that with the right support, students can successfully grapple with complex historical content.

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Chisholm, J.S., Shelton, A.L., & Sheffield, C.C. (2017). Mediating emotive empathy with informational text: Three students’ think-aloud protocols of Gettysburg: The Graphic Novel. Journal of Adolescent & Adult Literacy, 61(3), 289-298.

Clabough, J., & Sheffield, C. (2022). An unspeakable act: Disciplinary literacy, racial literacy, and the Tulsa Race Massacre. Research Issues in Contemporary Education, 7(3), 67-103.

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King, L.J., & Brown, K. (2014). Once a year to be black: Fighting against typical Black History Month Pedagogies. The Negro Educational Review, 65(1-4), 23-43.

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NCSS Response to AP African American Course Controversy

NCSS Response to the AP African American Course Controversy

Official statement of the National Council for the Social Studies:

NCSS recognizes that states and districts have the right to approve or not approve individual courses and, in so doing, have a responsibility to use a transparent evaluation process that includes educators and other experts in the field. When courses, especially those that were created and supported by some of the United States’ most esteemed scholars and organizations, appear to have been rejected without a transparent process, all educators and community members should be concerned and have the right to request more information on the process used.

Of equal concern to NCSS is that the current political climate might negatively impact the great work that is being done throughout the United States to diversify curricula, use culturally responsive resources, and build content and pedagogical knowledge so that educators might better create lessons and other opportunities to address a longstanding marginalization of Black histories in the American education system. The NCSS previously addressed concerns about “divisive concepts” laws that seek “to ban the teaching of such concepts as race, racism, white supremacy, equity, justice, and social-emotional learning, as well as to limit the teaching of content such as slavery, Black history, women’s suffrage, and civil rights.”

NCSS supports the teaching of Black histories in a manner that engages students in learning about the achievements, joy, perseverance, agency, and resilience of Black Americans. An attempt to block courses that fully portray the Black experience, such as the AP African American Studies course, places professional judgment boundaries on teachers’ freedom to teach  and denies students the right to learn rich, complex histories that allow for multiple perspectives and deep exploration of the successes and struggles in our collective history across cultures. Every student has the right to learn about Black histories and the Black experience, and every teacher has the right to teach Black histories and the Black experience without the fear of intimidation and retaliation.

NCSS continues to advocate for the inclusion of Black histories and contemporary issues across K-12 curricula and calls on all education officials to provide students with the right to learn about, and from, the experiences of Black Americans. NCSS strongly believes in the educational value of offering diverse learning experiences in schools. We believe all students deserve the opportunity to learn African American studies and should have access to courses that support their pursuit of higher education and the study of African American history and culture in all education settings and throughout life.

Why We Must Teach African American History

Recent years have seen efforts to include African American history as part of the American cultural heritage in school curriculums nationwide. A few examples include an elective 2020 African American studies course in Texas for the 10th-12th grade, in 2018 the adoption of a curriculum entitled Developing Black Historical Consciousness in Kentucky’s Jefferson County Public Schools, and in 2005, an African American history course as a high school graduation requirement in the Philadelphia school district (Pew Trust, 2020). These efforts suggest that progress has been made in the century-long struggles of African American communities to include African American history in the mainstream narrative of American history. In this light, the controversy surrounding Florida Governor Ron DeSantis’s administration’s decision to publicly censor parts of the College Board’s Advanced Placement (AP) African American Studies Curriculum and the College Board’s seemingly capitulation is puzzling. Including an AP African American studies curriculum in the College Board’s offering legitimizes the experiences and histories of African American communities. According to the College Board site, the curriculum has been in the making for over a decade. Respected scholars such as Henry Louis Gates and Evelyn Brooks Higginbotham have been part of the effort. However, the DeSantis administration’s attempt to censor aspects of the curriculum where they cite violates the provision of “principles of freedom” in newly passed laws (State Board of Education rule 6A-1.094124, and Florida laws including 1003.42, F.S., and House Bill 7.), and has little “educational value” demonstrates the cost of legitimation is an erasure of ideas and events that compete with the mainstream historical consciousness of American exceptionalism and harmony.

It is critical to recognize the importance of legitimizing African American studies as part of the American mainstream historical consciousness. E pluribus unum, out of many one, is a critical conceptual frame in American democracy rooted in two foundational ideas. (1) Citizenship and fundamental citizenship rights  are available to all regardless of race, ethnicity, religion, and gender. (2) Diverse groups can coexist as long as we respect the rights of one another.

Enacting a culturally pluralistic society requires constant negotiation on the following two questions. (1) What are our ideas about America? and (2) What does it mean to be an American. Dill and Hunter (2010) describe e pluribus unum as “the central and enduring conundrum of American democracy. How much plurality? What kind of unity? On whose terms?”

To answer the above two questions, we turn to our historical consciousness to make sense of our past and to inform our future. Our individual experiences and our interpretations of those experiences constitute our historical consciousness. The DeSantis administration’s new laws require a singular historical consciousness that does not allow for dialogue on these questions or the introduction of a Black historical consciousness about the past and present. The Florida Department of Education (FLDOE) Commissioner of Education, in a tweet, provided a one-page handout with a table listing six problematic areas that the state wanted expunged (out of 19 identified in their correspondence with the College Board over the 2022 calendar year) (Diaz, 2023). These areas explored the roots of institutional racism, contemporary African American resistance movements, and the involvement of marginalized communities. According to a FLDOE memo, these topics specifically violated Florida law because of “Instruction rule, 6A-1.094124, which requires that “instruction on required topics must be factual and objective and may not suppress or distort significant historical events” and in the same memo, FLDOE cited the material as conflicting with Florida law because it contained “discriminatory and historically fictional topics” (Meckler, 2023).

Labeling the topics of institutional racism and contemporary African American resistance movements as fictional does not allow Americans to have an informed conversation on what it means to be an American or the nature of American society past and present. The DeSantis administration is unwilling to have students engage in the historical process, engaging in intellectual debates to explore contentious interpretations of histories. They are using state power to discredit the work of credible scholars, deny the complexity of the lived experiences of African Americans in the United States, and they are trying to present a singular and inaccurate historical consciousness. The message it sends to all Americans is that the banned topics are not plausible and promote an uncritical examination of history and the DeSantis administration’s censorship undermines the ability of the youth of Florida to analyze, integrate, and form their own the historical consciousness.

Censoring these topics dismisses the necessity of Black historical consciousness. LaGarrett King (2017) argues that Black historical consciousness is essential because African American history includes critical events in its communities. For example, significant to African American history are traditions of Black liberation such as Juneteenth (among a few holidays celebrated as Emancipation holidays) and the loss of African American educators due to the Brown vs. Board of Education decision which led to the push for integrated schools by discriminatory school boards. Blatantly ignoring the histories of African American communities is intolerance.

The DeSantis administration is using the law to impose a false consensus on what they see as the “true” narrative of American history. The FLDOE’s correspondence with the College Board suggests that the AP African American studies curriculum pushed the boundaries of legitimation to far. The initial version of the African American studies pilot challenged the DeSantis administration and their supporters’ understanding of America’s historical consciousness by questioning the American collective identity and civic culture. The challenge to e pluribus unum continues. 

Diaz Jr. Manny [@SenMannyDiazJr](2023,Jan 20) Concerns found within College Board’s submitted AP African American Studies Course. [Image Attached] [Tweet] Twitter. twitter.com/SenMannyDiazJr/status/161656504876738560  

Dill, J.S., Hunter, J.D. (2010). Education and the Culture Wars. In: Hitlin, S., Vaisey, S. (eds) Handbook of the Sociology of Morality. Handbooks of Sociology and Social Research. Springer, New York, NY. https://doi.org/10.1007/978-1-4419-6896-8_15

King, LaGarrett. (2017). Black History is Not American History: Toward a Framework of Black Historical Consciousness. Social Education 84(6) , pp. 335–341

Meckler, Laura A. (2023, February 9). Florida details months of complaints about the AP African American studies course. Washington Post. Retrieved from https://www.washingtonpost.com/education/2023/02/09/florida-ap-african-american-studies-complaints-college-board/

Mercer, Marsha (2020, August) “Black History Instruction Gets New Emphasis in Many States” Pew Trusts. Retrieved from https://www.pewtrusts.org/en/research-and-analysis/blogs/stateline/2020/08/20/black-history-instruction-gets-new-emphasis-in-many-states

50 Years Ago, “Anti-Woke” Crusaders Came for My Grandfather

Reprinted from History News Network

On April 22nd, 2022, Florida Governor Ron DeSantis signed House Bill 7 (popularly called the “Stop WOKE” Act). Christopher Rufo then took to the podium. After praising the Governor and the bill, Rufo denounced Critical Race Theory (CRT) in schools on three points: CRT segregates students based on race, teaches white heterosexual males that they are fundamentally oppressive, and paints America as a place where racial minorities have no possibility of success. 

While the bogeyman of CRT is a new iteration, Rufo’s objections fit into the long history of the politics of American education. Like his predecessors, Rufo misrepresents ideas critical of conservative hegemony in order to maintain it. “I am quite intentionally,” Rufo tweeted, “redefining what ‘critical race theory’ means in the public mind, expanding it as a catchall for the new orthodoxy. People won’t read Derrick Bell, but when their kid is labeled an ‘oppressor’ in first grade, that’s now CRT.”  But if the public does read Bell, they will see the fallacious humbug Rufo has concocted. “America offers something real for black people,” Bell writes in Silent Covenants, “…the pragmatic approach that we must follow is simply to take a hard-eyed view of racism as it is, and of our subordinate role in it. We must realize with our slave forebears that the struggle for freedom is, at bottom, a manifestation of our humanity that survives and grows stronger through resistance to oppression even if we never overcome that oppression.” Rufo’s deliberate obfuscation of CRT furthers the American lost cause of white resentment. Attaching the politics of education to the politics of whiteness places Rufo’s actions within a longer historical pattern.

In 1972, Search for Freedom: America and Its People came up for review at a public hearing in Texas for statewide textbook adoption. Noted Texan conservatives Mel and Norma Gabler derided the fifth-grade social studies text for several reasons. First, they alleged, it questioned American values and patriotism. Second, it encouraged civil disobedience. Third, it championed Robin Hood economics (taxing the rich and giving to the poor). Fourth, it committed blasphemy for comparing the ideas of Thoreau, Gandhi, and King with those attributed to Jesus in the Gospels. Fifth, it glorified Andy Warhol and, worst of all, only mentioned George Washington in passing but devoted six-and-a-half pages to Marilyn Monroe. After the hearing, the Texas legislators agreed with the Gablers’ objections and effectively banned the textbook from Texas classrooms. Because of Texas’s outsized role in textbook adoption, the textbook did not make it into any other classrooms.

            William Jay Jacobs, my grandfather, wrote the book. My personal connection to this history helps me see how Rufo carries the Gablers’ legacy into the twenty-first century. Acting as guardians of the American republic, Rufo and the Gablers turn complex ideas into soundbites and use those soundbites to make claims about radical indoctrination in schools. They portray this indoctrination as so dangerous that censorship is the only possible solution. The Gablers and Rufo, in their way, share Plato’s conviction that “the young are not able to distinguish what is and what is not…for which reason, maybe, we should do our utmost that the first stories that they hear should be composed as to bring the fairest lessons of virtue to their ears.” Should any story question or contradict the conservative virtues the Gablers and Rufo hold so dear, “it becomes [their] task, then, it seems, if [they] are able, to select which and what kind of natures are suited for the guardianship of a state.”

In a modern democracy, though, which “lessons of virtue” and who “select[s] which and what kind of natures” should be taught to the young are open for public debate. The Gablers and Rufo have therefore worked to manipulate ideas, and how the public perceives those ideas, to justify both conservative curricula and their roles as legitimate guardians of the common-sense virtures of the American republic.  

After the 1972 Search for Freedom hearings, as the right questioned the left’s patriotism and labeled any dissent as anti-American, the Gablers took to the press, seeding sensational soundbites. Headlines shouted: “The Sexy Textbook!” and “More MM than GW!” Mel and Norma then headed to “The Phil Donahue Show” and “60 Minutes” with my grandfather’s textbook in hand. Proclaiming themselves as neutral textbook evaluators, they held the book up to the screen and claimed that my grandfather had swapped Marilyn Monroe for Martha Washington as mother of our country. But as my grandfather wrote in a retort, “‘Marilyn’ made for a good laugh. Yet what better contemporary symbol have we of the potential for barrenness in the American dream when, stripped of its inherent idealism, it is reduced to a mindless groping for money and fame? The Marilyn Monroe sketch raised questions for young readers about mass “spectatorism” and the commercial packaging of human vulnerabilities. It illustrated that not every story beginning with “Once upon a time” necessarily will end with the hero (or heroine) living ‘happily ever after.’”

Rather than juxtaposing the moral of my grandfather’s story with their objection, the Gablers simply skipped over my grandfather’s critical rendition of the American dream and turned it instead into made-for-TV moral panic. They used live television to warn the American public that dangerous ideas were in their textbooks. The Gablers posture—as common-sense Americans shocked by outrageous lessons—spoke to conservative Americans and encouraged them to join their effort to prevent subversive ideas from entering classrooms.

Before Rufo spoke on the podium with DeSantis, he began his crusade on Fox News with Tucker Carlson. On live television, Rufo claimed that CRT “has pervaded every institution in the federal government.” He further proclaimed, “I’ve discovered… that critical race theory has become in essence the default ideology of the federal bureaucracy and is now being weaponized against the American people.” With a captivated, frown-eyed Carlson watching, Rufo explicated findings from three “investigations” that purported to “show the kind of depth of this critical race theory occult indoctrination and the danger and destruction it can wreak.” First, he presented snippets from a seminar led by Howard Ross, who asked treasury department employees “to accept their white privilege…and accept all of the baggage that comes with this reducible essence of whiteness.” Second, Rufo described a weekly seminar on intersectionality held by the Federal Bureau of Investigation, which aimed “to determine whether you are an oppressor or oppressed.” Third, Rufo detailed a “three-day re-education camp,” sponsored by the Sandia National Laboratories, to “deconstruct their white male culture and actually force them to write letters of apology to women and people of color.”

Rufo ended his diatribe with a call to action: “conservatives need to wake up that this is an existential threat to the United States…I call on the president to immediately issue this executive order and stamp out this destructive divisive pseudoscientific ideology at its root.” With his hyperbolic language, his tying CRT to anything that criticized the power of white American males, and his call for conservatives to “wake up” to defeat an “existential threat,” Rufo put his telegraphed approach to work.

The Carlson interview aired on the first of September; by the 4th a memo was sent by the Trump administration stating, “…according to press reports, employees across the Executive Branch have been required to attend trainings where they are told that ‘virtually all White people contribute to racism or where they are required to say that they ‘benefit from racism’.”

Extracting CRT from the halls of academia and claiming to find its pernicious presence across all federal agencies, Rufo and Carlson brewed moral panic to transform CRT into an existential bogeyman who was coming to destroy white America.

In both cases, the Gablers and Rufo used television to gain support for their cause. They turned critical ideas of American society into a demon that must be slayed. By inflating distant employee training sessions and fifth-grade social studies textbooks into a vast anti-white, anti-American conspiracy, they encouraged viewers to see schools as a nearby battle front, they could, and must, fight on.

In an article titled “Ideological Book Banning is Rampant Nationally,” published in the Washington Post on October 16th, 1983, Alison Muscatine reported the following: “‘Our children are totally controlled,’ said Norma Gabler, displaying a social studies textbook that devotes six pages to Marilyn Monroe but that makes only three references to George Washington. ‘Can you imagine a sex symbol being given more time than the father of our country? I don’t think it’s fair that our children be subjected to this kind of information. They are being totally indoctrinated to one philosophy.’”

To try to fight the alleged indoctrination, the Gablers created the Educational Research Analysts—an explicitly Christian conservative organization–to review, revise, and censor any textbook that ran counter to their vision of what American children should be taught. In their attempt to guard the American child from subversive stories, the Gablers claimed children were being “totally indoctrinated to one philosophy.” Their censorious actions, however, did more to indoctrinate American children to one way of seeing the world than did my grandfather’s parable on Marilyn Monroe. Citing indoctrination, the Gablers justified their censorship to preserve their version of America as the only legitimate story American children should read.   

Although Rufo himself has not censored textbooks, his actions led to legislation that did. The Florida Department of Education published a press release labeled “Florida Rejects Publishers’ Attempts to Indoctrinate Students.” In 5,895 pages, the department details two reasons for rejecting 41 percent of the textbooks that were reviewed. The textbooks either followed Common Core Standards (which the Florida Department of Education rejects), or the textbooks included CRT (defined, of course, in Rufo’s expansive terms). Like the Gablers, the Florida textbook evaluators assume controversial ideas in a text will indoctrinate the children reading them. Again, the Gablers and Rufo posture as guardians standing against a radical activist agenda, not as censors. They both throw their hands up, sit, and watch as other citizens act upon their calls to censor ideas. And when others call them censorious zealots, they simply dodge the charges by claiming they themselves did not censor ideas, even though their actions clearly encouraged others to do so.

In an exposé on the Gablers, Mel details how they understand this guardianship. “‘When they eliminate good books and put garbage in, they are the censors,’ he said. ‘All we do is point it out’.” Because they only reported the textbooks to the Texas Education Agency, the Gablers did not see themselves as censors. Semantically, they may be right. Practically, however, the Gablers’ actions effectively “canceled” certain ideas. Forget merit; for the Gablers, an idea should only be taught if it fits into an understanding of “good books” that happens to coincide with their conservative worldview. The good books argument is akin to the argument Plato’s Socrates makes in the Republic. Namely, those who have the power and guard the republic are the rightful persons to decide which stories and thereby which virtues the future guardians should learn. The problem is, however, neither the Gablers nor any other single entity in a modern democratic state has the sole right to decide what the next generation ought to know.

On Twitter, Rufo evoked this exact line of reasoning. He wrote, “there are no ‘book bans’ in America. Authors have a First Amendment right to publish whatever they want, but public libraries and schools are not obligated to subsidize them. Voters get to decide which texts—and ultimately, which values—public institutions transmit to children.” Rufo is right, to a point. The voters do make those decisions but do so, presumably, by understanding good faith arguments on both sides of an issue. But Rufo’s sensationalized, bad faith reporting—which turned CRT into something it is wholly not—prevents voters, especially children, from seeing both sides of the issue and forming their own opinion. Positioning himself as defender of America, Rufo’s reporting turns progressive ideas into anti-American rhetoric to excite the conservative base to enact censorship.

Let me be clear, the difference between the Gablers and Rufo is one of degree, not kind. The Gablers aimed at textbooks while Rufo aims at a broad and diffuse set of ideas and practices that are now dubbed “wokeness.” The Gablers raised hell at textbook adoption meetings while Rufo raises hell on the internet. Both position themselves as protectors against supposedly subversive ideas. Both (along with Plato), however, fall into the same faulty assumption. Critical or not, ideas do not simply transmit to children. Children, like adults, can reason. Thus, children–not just books, not just ideas–shape how they understand the world they live in. 

In his response editorial, my grandfather leaves us with a prescient insight: “Meanwhile, it’s comforting to know that the issue of book banning continues to generate controversy. It means that at least someone, somewhere, still takes the written word seriously as a means of influencing the minds of young people.”

Why CRT Belongs in the Classroom, and How to Do It Right

Right wing politicians in eight states have enacted laws and mandates banning Critical Race Theory (CRT) from their schools, and since 2021 an astounding total of 42 states have seen bills introduced in their legislatures that would restrict the teaching of CRT and limit how teachers can discuss the history of racism and sexism in public schools. This has been done on the dubious grounds that such teaching amounts to left wing indoctrination, which they denounce as divisive, anti-American, racist, and damaging to white students’ self-esteem. Such gags on teachers constitute the greatest violation of academic freedom since the McCarthy era. The hysteria against CRT has been so extreme that Republican legislators in states such as North Dakota enacted anti-CRT bans while publicly acknowledging that there was no evidence that their state’s public schools even taught CRT. The bans amount to a new front in the culture wars, designed to preemptively strike against critical historical thinking and sow political division at the expense of meaningful learning experiences.

Though we are veteran teacher educators, we never taught CRT to our student teachers prior to this era of anti-CRT hysteria. This was not because we disdained CRT, but rather because secondary school history tends to be atheoretical, focusing primarily on the narration of political – and to a lesser extent social – history.[1] We thought of CRT primarily as a set of ideas taught at the graduate level, especially in law schools, and of little use for high school teachers. Though we observed New York City public school history teachers for years, we never saw one teach CRT. But all the controversy about CRT provoked us to explore its origins and meaning, which led us to realize our error in failing to see CRT’s utility for teaching U.S. history, debating the history of racism, and exploring the theory itself. Note that we speak here of having students debate the history of racism and CRT, not indoctrinating students, as right-wing politicians imagine. We are convinced that CRT, with its controversial assertion that racism is a permanent feature of American society, is a powerful tool that enables students to analyze, discuss, and debate the meaning of some central events and institutions in U.S. history, including slavery, Indian Removal, Jim Crow, Chinese Exclusion, Japanese internment, mass incarceration of Black men, and the Trumpist movement to bar Latinx immigrants. Those seeking to ban CRT either do not understand it or distort its meaning to obfuscate the educational benefits of discussing and debating its provocative perspective. We witnessed this positive impact firsthand as we piloted a unit on the uses and debates about and criticism of CRT in a high school class.

Based as we are in New York, we were drawn to study and teach about the writings of the late New York University law professor Derrick Bell– a widely admired teacher and mentor–regarded as Critical Race Theory ‘s intellectual godfather.[2] Un-American? Hardly. Hired as a civil rights attorney by Thurgood Marshall for the NAACP’s Legal Defense Fund, Bell spent years championing equal opportunity in historic desegregation cases. But Bell was troubled by the fact that even when he won such cases, whites evaded school integration to the extent that, by the early 21st century, many school systems remained de facto segregated and scholars wrote about the re-segregation of American public education. Seeking an explanation for this persistent, effective white resistance to racial integration, Bell argued that racism was a permanent feature of American society, and any anti-racist court victories and political reforms would have limited impact since whites would always find ways to avoid integration and limit progress towards racial equality.

Was Bell right? This question has great potential to spark historical debate in our nation’s classrooms because his perspective offers one possible explanation for key events in African American history. Think, for example, of the emancipation of enslaved Blacks at the end of the Civil War, which the white South quickly limited by adopting Black Codes. Congress responded by enacting Radical Reconstruction to empower and enfranchise formerly enslaved people, but this multiracial democracy was overthrown violently by white supremacists and replaced with what became the South’s Jim Crow regime. The dynamic of racial progress yielding white backlashes–asserted by Bell and documented exhaustively in Carol Anderson’s recent study, White Rage: The Unspoken Truth of Our Racial Divide (2016) – can be seen in the way the Supreme Court’s 1954 Brown v. Board of Education, Topeka, Kansas decision sparked a furious massive resistance movement in the South, the Supreme Court’s refusal in Milliken v. Bradley (1974) to mandate busing to integrate schools across municipal lines, and the Court’s assault on affirmative action. Think, too, of how Barack Obama’s two terms as America’s first Black president were followed by Donald Trump’s presidency, which championed white grievance, flirted with white nationalism, and demonized the Black Lives Matter movement and the national wave of protests following the police murder of George Floyd, culminating in banishing CRT from schools. How do we account for this pattern of racial progress followed quickly by reversals? And what are we to make of the fact that this pattern seems to conform to Bell’s argument about the permanence of racism in America? In confronting, rather than evading or banning these questions, we enable students to probe some of the central questions in American history.

Discussing and debating Bell and CRT works best when we also explore their most perceptive critics’ arguments. Harvard Law School Professor Randall Kennedy, for example, charges that Bell was too pessimistic in his outlook on the history of racial progress and unrealistic in his yardstick for measuring the impact of civil rights law. According to Kennedy, Bell

 …was drawn to grand generalities that crumple under skeptical probing. He wrote, for example, that “most of our civil rights statutes and court decisions have been more symbol than enforceable laws, but none of them is … fully honored at the bank.” Yet consider that phrase “fully honored at the bank.” It does suggest a baseline – perfect enforcement. But such a standard is utopian. All law is under-enforced; none is “fully’” honored.[3]

Kennedy draws upon voting rights to support this critique, finding that deep South Black voter registration skyrocketed thanks to the Voting Rights Act of 1965. Whereas in 1965 Black voter registration in Alabama was meager, with only 19.3% of Blacks registered, by 2004 72.9% were registered. In Mississippi the percentage rose from 6.7% in 1965 to nearly 70% in 2004.[4] Kennedy viewed such statistics as proof that civil rights law worked over the long run, undermining Bell’s pessimistic claim that “Racism in America is not a curable aberration. [O]ppression on the basis of race returns time after time – in different guises, but it always returns.”[5]

Clearly, then, debates about Bell and CRT are thought provoking and merit inclusion in high school history classes since they challenge students to assess the trajectory of a central theme in American history: the ongoing struggle for racial equity. We partnered with a New York City high school teacher in designing a unit on debating Derrick Bell and Critical Race Theory. We describe this unit below, but we would like to preface this summary by assuring you that – contrary to the hysterical fears of right-wing politicians – no students found these lessons anti-American, racist, divisive, or emotionally disturbing. To the contrary, the students learned a great deal of history from this unit and came to see it as foolish, even outrageous, that teaching about CRT was banned from many school systems.

As we began to plan the unit, certain things were clear: students needed to learn about Bell’s ideas, life, experiences, and intellectual turning points; the unit had to include resources and information that explained CRT in a way that high school students could understand; we needed to include a range of views on CRT from those who support it, to scholars who critiqued it, to polemics against it from the Right; and it was essential for students to evaluate historical and current events and decide for themselves if Critical Race Theory is, in fact, persuasive. We were intentional in our planning–this could not be a unit that explicitly or implicitly steered students’ thinking in one way or another. Our goal was to enable students – with proper support and resources – to discuss and debate CRT and its use as a tool for assessing key patterns in American history, arriving at their own conclusions. The unit, therefore, gave students the tools to engage in this work.

We worked with an AP Government teacher at a large comprehensive Brooklyn high school. He taught this unit over three days to his senior-level class, whose racial composition was 50% white, 29% Black, 14% Asian, and 7% Latinx. The teacher was white. Students previously learned about racial conflict in the United States, including lessons on slavery, Reconstruction, segregation, violence against Black people, and resistance to each; this unit built on that prior knowledge. The readings and resources, though used here a senior class, could be used in any high school class.

We established two Essential Questions to frame the unit: “To what extent is backlash an inevitable response to Black Americans’ legal and societal progress?” and “To what extent does Critical Race Theory (CRT) provide an accurate framework for the U.S.’s relationship to and problems with race in the past and present?” These questions challenged students to assess historical developments and CRT’s validity as an overarching theory. To help students answer these questions, the lessons explored Bell’s central claim about the permanence of racism in the United States, and the ways racism is institutionalized. We were mindful of planning a unit for high school students and tailored our intended understandings about Bell and CRT to that audience; we focused on Bell’s most important argument about the endurance of racism and chose not to explore his secondary arguments (such as his claim that fleeting moments of Black progress only occur when they align with white self-interest). At the end of this unit students would understand the most important component of a nuanced and complicated legal theory and, through historical analysis, be able assess the extent to which it explained the role of race and racism in the United States.

Students navigated a variety of resources including biographical information on Derrick Bell, videos of scholars explaining CRT, excerpts from Randall Kennedy’s critical essay on Bell, primary sources focused on instances of progress and backlash in Black history, and statistics and media reports on school segregation and recent attempts to prohibit discussions of CRT in classrooms. Ultimately, students used all that they learned to evaluate CRT. At the unit’s end, students responded to two prompts: “To what extent does history align with Bell’s ‘one step forward, two steps back’ argument?” and “Indicate the extent which you agree with the following statement: ‘Critical Race Theory accurately depicts the impact of racism in the United States.’” Additionally, the students responded to a scenario addressing the New York State Assembly’s proposal to ban discussions of Critical Race Theory from schools, drawing upon information from the lessons to support their positions.

Most students knew little about CRT before the unit began. Four recalled hearing of it but were not sure of its precise meaning. Their previous study of racial conflict in American history – from slavery through and beyond the Jim Crow era– made them more open to learning about this and understanding Bell’s views. Three surmised, based on prior study, that it was related to systemic racism. Students participated in discussions and group work, volunteering to share their thoughts with their peers. From the first day of the unit, when students learned about Derrick Bell and the origins and critiques of Critical Race Theory, takeaways included: “Derrick Bell was one the first people to discuss this theory” and “Racism is more than just how people talk to each other. It’s more systemic.” Students were especially animated on Day Two, when they watched video of North Dakota legislators debate banning CRT in classrooms and worked in groups to apply CRT to pairs of historical events.

Overall, students gained an understanding of the debate over Critical Race Theory and the extent to which arguments and theories on the permanence of racism in the U.S. explain Black Americans’ struggles. Through historical analysis they made connections between events that signified progress towards racial equality, such as the Fourteenth Amendment, Brown v. Board of Education, and Obama’s election, and the backlash that curtailed that progress – Jim Crow laws, massive resistance, and the way Trump’s “birther” slander against America’s first Black president helped make Trump a popular figure on the right, paving the way for his presidential campaign and ascendance to the presidency. Seventy-five percent of the students identified “one step forward, two steps back” as a trend over time, claiming, for example, “I think throughout most events in history involving race, there had been more setbacks than step forwards for people of color.” Of course, this pessimism merits critical interrogation since such steps forward as the abolition of slavery and Jim Crow were not followed by a “two steps” return to that degree of racial oppression.

Clearly, the CRT argument about the endurance of racism resonated with many students who had come to political consciousness in a city where there had been vocal opposition to Trump and his rhetoric of white racial backlash. When asked if CRT accurately depicts the impact of racism in the United States, about 75% of the students wholeheartedly agreed that it does, positing, for example, “One of the main points of CRT is that racism is fundamentally and deliberately worked into our government and society, and I think that that is absolutely true in the United States. A variety of factors, including healthcare outcomes, educational attainment, average income, and incarceration rates, all indicate that there is a disparity in opportunities offered to white people versus people of color.”

But on the other hand, twenty-five percent of the students took more moderate stances, asserting, “Regression does happen but that does not mean that substantial progress has not/ can’t be made.” Just under a fifth of the class aligned with Kennedy and his critique of Bell. One student, for example, stated, “While racism was indubitably present in society, I don’t completely agree with it being embodied in law and government institutions because people have tried making some progress by passing laws that would make people more equal.” 

Learning about CRT did not offend students, and none felt pressured to agree with Bell. Students’ differences of opinion indicate that this unit, which provided plenty of room for debate and discourse, didn’t indoctrinate students. Though the students’ views on Bell/ CRT differed, evidence suggests that they found these ideas intellectually stimulating and so were unanimous in their belief that they should be taught. The same student who critiqued CRT said, “People have to be aware of darker aspects of history so they remember those bad times and prevent them from happening; it encourages understanding of each other.” A classmate who agreed with CRT’s assessment of U.S. history connected what happens in classrooms to society at large, stating, “I would say that for the sake of our democracy, it is always better to err on the side of protecting free speech. This is especially true when it comes to students and teachers.” 

As students became more familiar with the critique of American racism offered by Bell and CRT and with the movement to ban CRT in schools, they grew more vocally critical of that movement, which they saw as “an attack on unbiased education” and proof that “the system has been working against people of color up until even now.” They reacted passionately when asked how they felt about New York considering such a ban, saying, “It’s not right to pass laws saying we can’t learn about it in school” and “CRT is as much a part of history as everything else we learn about. We should learn about virulent racism happening at the same time as all these other events.” Students also questioned, “What is education if we erase history?”

None of the students’ comments disparaged the country or sought to evoke white guilt. Rather, learning about CRT and historical evidence that supports and contradicts it enabled students to better investigate and understand events of the past and develop informed conclusions about the present. We observed a huge chasm between anti-CRT polemics, such as that of North Dakota Representative Terry Jones (R), who compared teaching CRT to “feeding our students… poison,” and our class sessions, where students were not poisoned but intellectually stimulated by engaging in open discussion and drawing their own evidenced-based conclusions. Such open-minded inquiry is, after all, a goal of historical and social studies education.[6]

Creating this unit and working with a high school teacher to implement it demonstrated the possibilities and benefits of exploring Bell and CRT’s claims about the permanence of racism in America. Students learned about figures and ideas omitted from their textbooks and most curricula and engaged with multiple and diverse resources. Did every student agree with Bell? No. Did that indicate that the unit failed? Of course not – and such disagreement attests that the lesson succeeded in fostering debate. Did students walk away with a better understanding of Bell and CRT’s critical take on racism and the way it might be applied to U.S. historical events? Certainly. Whether or not students’ analysis of racism aligned with Bell’s, they had the time and space to think deeply about CRT, its roots, and the debate over its place in education in the last year and a half.

If classroom realities matter at all to those governors and state legislators who imposed CRT bans on schools, they ought to be embarrassed at having barred students in their states from the kind of thought provoking teaching we witnessed in this project.

“Black [Americans] Upbeat about Black Progress, Prospects.” Pew Research Center, January 12, 2010. https://www.pewresearch.org/social-trends/2010/01/12/blacks-upbeat-about-black-progress-prospects/.

Calixte, Christiane. “Take it from a high schooler who’s actually learned about CRT: Adults need to chill out.” Washington Post, January 14, 2022. https://www.washingtonpost.com/opinions/2022/01/14/high-school-critical-race-theory-message-to-protesters/.

Cobb, Jelani. “The Man Behind Critical Race Theory.” The New Yorker, September 13, 2021. https://www.newyorker.com/magazine/2021/09/20/the-man-behind-critical-race-theory.

“Critical race theory: Experts break down what it actually means.” Washington Post, July 13, 2021. https://www.youtube.com/watch?v=svj_6w0EUz4.

Delgado, Richard & Stefancic, Jean, eds. The Derrick Bell Reader. New York: NYU Press, 2005.

Fortin, Jacey. “Critical Race Theory: A Brief History.” New York Times, November 8, 2021. https://www.nytimes.com/article/what-is-critical-race-theory.html.

“Most Americans Say Trump’s Election Has Led to Worse Race Relations in the U.S.” Pew Research Center, December 19, 2017. https://www.pewresearch.org/politics/2017/12/19/most-americans-say-trumps-election-has-led-to-worse-race-relations-in-the-u-s/.

Schwartz, Sarah. “Who’s Really Driving Critical Race Theory Legislation?: An Investigation.” Education Week, July 19, 2021. https://www.edweek.org/policy-politics/whos-really-driving-critical-race-theory-legislation-an-investigation/2021/07.

Stout, Cathryn and Wilburn, Thomas. “CRT Map: Efforts to restrict teaching racism and bias have multiplied across the U.S.” Chalkbeat, updated February 1, 2022. https://www.chalkbeat.org/22525983/map-critical-race-theory-legislation-teaching-racism.


[1] Though CRT has been applied to analyses of educational inequities, it is not a pedagogical practice or topic that most American students encountered in K-12 education prior to this. As Stephen Sawchuk wrote in Education Week, “much scholarship on CRT is written in academic language or published in journals not easily accessible to K-12 teachers.” (Stephen Sawchuk, “What Is Critical Race Theory, and Why Is It Under Attack?” Education Week, May 18, 2021, https://www.edweek.org/leadership/what-is-critical-race-theory-and-why-is-it-under-attack/2021/05.)

[2] “Tributes,” Derrick Bell Official Site, 2014, accessed August 10, 2022, https://professorderrickbell.com

[3] Randall Kennedy, Say It Loud!: On Race, Law, History, and Culture (New York: Pantheon Books, 2021), 45.

[4] Kennedy, 50-51.

[5] Kennedy, 44.

[6] Maddie Biertempfel, “North Dakota Senate passes bill banning critical race theory, heads to governor’s desk,” KX News, November 12, 2021, https://www.kxnet.com/news/local-news/north-dakota-senate-passes-bill-banning-critical-race-theory-heads-to-governors-desk/.

My Story: Stephen Blucke, Monmouth County, March 1782

My Story: Stephen Blucke
Toms River, New Jersey, March, 1782

My name is Stephen Blucke. I am a leader of the “Black Pioneers” and the Captain of an elite group of guerrilla fighters known as the “Black Brigade.” The “Black Brigade” consists of black loyalists who have operated independently and alongside the Queen’s Rangers in Monmouth County, New Jersey for the past seven years. Respected and feared for our effective raids and kidnappings of Patriot leaders, our reputation precedes us throughout New Jersey. Our combat unit gained notoriety under the command of Colonel Tye, whose valor and courage on the battlefield made us one of the most feared fighting forces in New Jersey. Colonel Tye was killed in action during a military operation to seize Colonial leader Joshua Huddy. While the “Black Brigade” took down Huddy after a long standoff, New Jersey Militia attacked our men, freeing Huddy, and in the process, mortally wounding Colonel Tye. When he died, I was asked to take his place, commanding the “Black Brigade.” This great honor bestowed upon me is a reflection of my dedicated service to the Crown and the “Black Pioneers.” I joined the “Black Pioneers” early in the American Revolution. While I am from Barbados and was never enslaved, I was inspired by Dunmore’s Proclamation and the Crown’s promise to free all enslaved persons who fought against the Colonists. Colonel Tye died two years ago, having failed his final mission. But his memory continues to inspire his men. We are also inspired by the thought that his killer, Joshua Huddy, remains at large. We have received intelligence that Joshua Huddy is commanding a small contingent of New Jersey militiamen in Toms River, guarding a salt factory. The “Black Brigade” has the opportunity to take control of the salt factory and also take down Joshua Huddy. We have over one hundred men and Huddy has twenty-five. While we outnumber him four to one, Huddy has escaped similarly challenging situations. Where Colonel Tye failed, I must succeed.

As he prepares his troops, what should Stephen Blucke do?

Be sure to provide reasoning for your response.

  1. Use numerical superiority to overwhelm Huddy and his men and quickly take control of the salt factory, even if that means Huddy may be killed in the fighting.
  1. Surround the salt factory to preclude the possibility of Huddy escaping, and send elite soldiers to apprehend Huddy alive. Taking Huddy as a prisoner is more important than capturing the salt factory.

After making your decision complete the following extension activity:

Write a letter from Stephen Blucke, explaining which option you chose and what occurred after your military action in Toms River.

Below is a map of New Jersey around the time of Blucke’s attack on Toms River.

Use this map to answer the following:

1. Locate Toms River on the map using prior knowledge or maps online.

2. Stephen Blucke and the “Black Brigade” were stationed in “Refugeetown” in Sandy Hook over the course of the American Revolution. Locate Sandy Hook on the map.

Teaching Colonel Tye: Slavery, Self-Emancipation, and the Black Brigade

Teaching Tye: Slavery, Self-Emancipation, and the Black Brigade

By Bill Smith

Colonel Tye represented much of the inchoate American spirit that the United States would one day embody, even though he fought against the Colonists as a commander working with the British during the American Revolution. Enslaved in Monmouth County, Colonel Tye self-emancipated one day after the promulgation of Lord Dunmore’s Proclamation, freeing all enslaved persons who escaped and fought alongside the British.[1]

Like many enslaved and formerly enslaved persons who participated in the American Revolution, Colonel Tye left very few written records, leaving historians to rely on historical texts sourced mostly from local legends.[2] Colonel Tye first appears in the historical record in a runaway advertisement from November 8, 1775, after self-emancipating from John Corlis, an enslaver and disowned Quaker from Shrewsbury, New Jersey. Tye may have traveled south to Virginia after self-emancipating, joining the famed Ethiopian Regiment, though this possibility lacks corroborating documentary evidence.[3] Colonel Tye then made his way back to New Jersey, likely to Sandy Hook, termed “Refugee town,” by the many free blacks or formerly enslaved persons who lived there.[4] In “Refugee town,” Tye joined the Black Brigade and eventually became the regiment’s commander.[5]

Teachers using these documents can also inform students about the dearth of sources regarding enslaved and formerly enslaved persons during the Revolutionary period while also empathizing how local traditions can become the accepted historical canon without corroborating documentary evidence. Aside from his birthdate and the location where he was enslaved, almost nothing is known from Tye’s early years.[6] However, from his self-emancipation in 1775 until his violent death in 1782, Tye appears in the historical record, most often in local newspapers. Historians, teachers, and students can use these documents to learn about the lived experience of Tye’s early twenties and the outsized impact he had on Revolutionary New Jersey.

On November 8, 1775, Colonel Tye enters the historical record for the first time in a runaway advertisement. Using his footprints as ink, Tye wrote himself into history by self-emancipating from his enslaver John Corlis. From this runaway advertisement, teachers and students can be introduced to the future Colonel Tye, referred to in the advertisement as “Titus.”[7] Teachers can use Colonel Tye’s runaway advertisement to introduce students to the concept of reading archival sources “against the grain,” otherwise known as “counter-reading the archives.”[8] It is imperative for teachers to add context when using sources such as runaway advertisements to teach about the history and lived experiences of enslaved persons. The runaway advertisement for “Titus” reveals important biographical information about Colonel Tye. However, teachers must make students aware that this historical document was written and paid for by his enslaver in an attempt to recapture him. While using runaway advertisements in the classroom, teachers can use Colonial Williamsburg’s useful and accessible “How to” guide.”[9]

While John Corlis paid for runaway advertisements in New Jersey and Pennsylvania, some historians conjecture that “Titus” took the name “Tye” and headed south to Williamsburg, Virginia, where he served in the Ethiopian Regiment.[10] For the next two years, Tye disappears from official sources before reemerging at the Battle of Monmouth, where according to historian Graham Russell Hodges, he took on the title “Colonel Tye.”[11] After the Battle of Monmouth, Colonel Tye established himself as the leader of the “Black Brigade,” an elite combat unit comprised of black loyalists who led a series of devastating raids in Monmouth County over the last three years of the American Revolution.[12]

From 1779 until his death in 1782, Colonel Tye and the Black Brigade repeatedly appear in historical sources as New Jersey newspapers documented their attacks on Jersey shore communities. Teachers can use these newspaper accounts, sourced from throughout the state, to reconstruct the actions of Colonel Tye while also using the primary sources as a lens through which their students can view the experiences of the Black Brigade and the communities they impacted. Focusing on the summer of 1780, teachers can use two newspaper accounts, published within two weeks of one another, to compare the scale of the attacks, the types of supplies taken by the Black Brigade, as well as the response and tone of the primary source authors. For these sources and numerous others, teachers and their students can rely on Documents Relating to the Revolutionary History of the State of New Jersey, a collection of newspaper articles related to the American Revolution. Compiled and published in the early twentieth century, this extremely valuable collection of documentary evidence of the American Revolution has now been digitized.[13]

For a life remembered as nothing short of remarkable, Colonel Tye’s somewhat nebulous death reads like an afterthought. Indeed, a footnote rather than a coda in a well-deserved symphony of life. Tye and the Black Brigade laid siege to the Colts Neck Inn, hoping to capture Joshua Huddy, a well-known Monmouth Militia leader infamous for the extralegal hangings of loyalists.[14] After capturing Huddy following an hours-long siege, Tye and the Black Brigade rowed their prisoner across the Shrewsbury River when they were ambushed by the Monmouth Militia attempting to rescue Huddy. During the fight with the Monmouth Militia, or perhaps during the initial siege, Colonel Tye was shot in the wrist.[15] Teachers can bring the death of Colonel Tye to life by having students examine a letter written by Nathaniel Scudder, in which he describes Tye’s injury.

Tye died shortly after sustaining the gunshot wound, likely succumbing to tetanus, though no documentary evidence survives.[16] While the few remaining extant sources on Colonel Tye present opportunities for teachers and students to critically examine and contextualize part of his life, teachers can offer students secondary source readings from historians when discussing the legacy of Colonel Tye, such as Franklin Ellis, who wrote: “Like our forefathers, he fought for his liberty, which our ancestors unfortunately refused to give him.”[17]

Endnotes


[1] For recent works that have examined Colonel Tye, see Douglas R. Egerton, Death of Liberty: African Americans and Revolutionary America, (New York: Oxford University Press, 2009); James J. Gigantino, The Ragged Road to Abolition: Slavery and Freedom in New Jersey, 1775-1865, (Philadelphia: University of Pennsylvania Press, 2014); Joseph E. Wroblewski, “Colonel Tye: Leader of Loyalist Raiders and Runaway Slave,” Journal of the American Revolution, (2021); and Graham Russell Hodges, Root and Branch: African Americans in New York and East Jersey, 1613-1863, (Chapel Hill, North Carolina: University of North Carolina Press, 1999). Hodges has also written a local history of Monmouth County that investigates Colonel Tye. See Graham Russell Hodges, Slavery, and Freedom in the Rural North: African Americans in Monmouth County, New Jersey, 1665–1865, (Lanham: Rowman & Littlefield Publishers, 1997).

[2] Wroblewski, “Colonel Tye: Leader of Loyalist Raiders and Runaway Slave.”

[3] Hodges, Slavery, and Freedom in the Rural North, 92.

[4] For further elaboration on “Refugee town,” see Hodges, Slavery, and Freedom in the Rural North, 98-100.

[5] For more on the “Black Brigade,” see Jonathan Sutherland, African Americans at War: An Encyclopedia, Volume 1, (Santa Barbara, California: ABC-CLIO, 2004), 420-421.

[6] Philip Papas, That Ever Loyal Island: Staten Island and the American Revolution, (New York: NYU Press, 2009), 97-98.

[7] The New Jersey History Partnership transcribed a copy of the runaway advertisement, “John Corlies’ Ad for Runaway Slave Titus, a.k.a. Col. Tye, 12 November 1775,” New Jersey History Partnership. While this transcription and some other sources uses the spelling “Corlies,” the runaway advertisement uses the spelling “Corlis.” Tye is referred to as “Titus” in this runaway advertisement, however, this article will use his chosen name of “Tye.”

[8] On “counter-reading” the archives as a historical methodology and the issue of archival silences, see Stephanie E. Smallwood, “The Politics of the Archive and History’s Accountability to the Enslaved,” History of the Present, Vol. 6, No. 2 (2016); Michel-Rolph Trouillot, Silencing the Past: Power and the Production of History, (Boston, Massachusetts: Beacon Press Books, 1995); and Marisa J. Fuentes, Dispossessed Lives: Enslaved Women, Violence, and the Archive, (Philadelphia: University of Pennsylvania Press, 2016).

[9] Deirdre Jones, “How to Read a Runaway Ad,” Colonial Williamsburg, June 11, 2020. https://www.colonialwilliamsburg.org/learn/deep-dives/how-read-runaway-ad/. Accessed 2/19/2023.

[10] Egerton, Death or Liberty: African Americans and Revolutionary America, 71.

[11] Hodges, Slavery and Freedom in the Rural North, 97.

[12] Hodges, Slavery and Freedom in the Rural North, 106.

[13] “Documents relating to the revolutionary history of the state of New Jersey,” digitized by Digital Commons Providence College, part of United States History Commons.

[14] Egerton, Death or Liberty, 67.

[15] For differing accounts, see Hodges, Slavery and Freedom, 104; Wroblewski, “Colonel Tye: Leader of Loyalist Raiders and Runaway Slave;” Sutherland, African Americans at War, 421; and Papas, That Ever Loyal Island, 97.

[16] Wroblewski, “Colonel Tye: Leader of Loyalist Raiders and Runaway Slave.”

[17] Franklin Ellis, The History of Monmouth County, New Jersey, (Philadelphia: R.T. Peck & Co., 1885), 114, in Wroblewski, “Colonel Tye: Leader of Loyalist Raiders and Runaway Slave.”

The Ferguson Brothers Lynchings on Long Island: A Civil Rights Catalyst

The Ferguson Brothers Lynchings on Long Island: A Civil Rights Catalyst (The History Press, 2022) by Christopher Verga

Review by Alan Singer

(Reprinted with permission from New York Almanack)

In a book dedicated to Wilfred Ferguson, the son of Charles Ferguson, teacher and historian Christopher Verga resurrects the story of two Roosevelt, New York brothers killed by a Freeport police officer in 1946. Verga opens The Ferguson Brothers Lynchings on Long Island: A Civil Rights Catalyst with an account of the long history of racism on Long Island and in the Freeport area including Ku Klux Klan activity. The background to the 1946 killings takes up the first third of the book. The book is well researched and referenced with extended quotes from official court documents and newspaper accounts. It is available from Amazon in Kindle and paperback formats.

On February 5, 1946, two African American men, brothers, were shot and killed by a white probationary police officer in Freeport, New York. The officer claimed that the men were part of a group of four, all brothers, who were using “abusive and threatening language” and that one of the men he shot had stated that he had a .45 and was going to use. The officer’s first shot struck 27-year old Charles Ferguson, a World War II veteran, in the heart and killed him instantly. The second shot wounded Joseph Ferguson, aged 20, and then struck Alphonso Ferguson, aged 25, in the head. Charles and Joseph Ferguson were both wearing military uniforms when they were shot. Alphonso Ferguson was taken to Meadowbrook Hospital in East Hempstead where he died. The fourth brother, Richard Ferguson, also a veteran, was arrested and charged with disorderly conduct. He was tried, convicted, and sentenced to 100 days in jail, but his conviction was overturned on appeal. Military tribunals later cleared the brothers of any blame in the incident. Charles Ferguson was buried at the Long Island National Cemetery with full military honors.

At the time of the shootings, Freeport was a segregated town. There were no Black police officers there or teachers in the Freeport school system and Black children were all zoned to attend one elementary school regardless of where they lived.

After Nassau County District Attorney ruled that the shootings were justified, the New York Committee for Justice in Freeport, the American Jewish Congress, and Congressional Representative Vito Marcantonio of Manhattan demanded that Governor Thomas E. Dewey authorize a new investigation. In July, Dewey appointed Lawrence S. Greenbaum, as a special investigator to hold hearings and examine witnesses. Greenbaum, a lawyer, was a member of the NAACP. A petition to Governor Dewey condemned the Nassau County District Attorney for “not properly and without prejudice carry out his duties in the presentation to the February grand jury” and the Freeport Village Board for prejudicing the proceedings by exonerating the white officer before the grand jury had heard the case. The petition also asserted that the brothers were not drunk as the police claimed, and that the incident had been precipitated when the operator of a lunch counter had refused to serve the men because they were Black. Legendary folk singer and activist Woodie Guthrie wrote a song, “The Ferguson Brothers Shooting,” to support the campaign for justice for the Ferguson family.

The cop said that we had insulted the joint man.

He made us line up with our faces to the wall;

We laughed to ourselves as we stood there and listened

To the man of law and order putting in his riot call.

The cop turned around and walked back to young Charlie

Kicked him in the groin and then shot him to the ground;

This same bullet went through the brain of Alonzo

And the next bullet laid my brother Joseph down . . .

The town that we ride through is not Rankin, Mississippi,

Nor Bilbo’s Jim Crow town of Washington, D.C.

But it’s greater New York, our most fair-minded city

In all this big land here and streets of the brave.

At the hearing, held in Manhattan, the two surviving brothers testified that the police officer first kicked Charles and Joseph Ferguson and then drew his pistol and lined the four brothers against a wall. The police produced witnesses to support the accused officer, including an African American by-passer, and no cross-examination of witnesses was permitted. The officer repeated his accusation that Charles Ferguson claimed to have a weapon, and that he shot Alfonso Ferguson when Ferguson was charging at him. The officer and the other police witnesses admitted that they never saw a gun and no gun was found at the scene. A spokesperson for the New York Committee for Justice on Freeport charged that the investigation was a “white-wash” and an “unvarnished fraud’ because witnesses were not cross-examined. At the final inquiry session on July 23, most of the audience walked out in protest.

After the special investigator’s report was released on August 2 and exonerated the police officer and the Nassau County District Attorney’s office, Governor Dewey closed the inquiry. The report claimed that the police officer acted because he believed his life was in danger and there was reason to believe he would have acted differently if “the four men before him had been white and not colored.”

The killing of the African American men in Freeport became an issue in the November 1946 gubernatorial election as Dewey, a Republican, campaigned for reelection. Democratic party candidate James M. Mead charged that the shooting was a lynching and accused Dewey of endorsing Southern-style racism. However, once Dewey was reelected, the Freeport case dropped out of the news.

A side story in the book is the role of the American left including the Communist Party in the push for the special investigation into the killings and for justice for the Ferguson family. While the NAACP also called for the inquiry, it avoided being too closely associated with the left groups, and being branded as communist or communist directed. State and federal law officials investigated communist influence in the campaign, perhaps more carefully than they investigated the actual incident. In Nassau County and in Freeport supporters of the police officer used left involvement in the campaign as a way to discredit the specific charges and deny underlying racism in the area.

Verga concludes the book by examining a similar story about an African American veteran attacked and gravely injured by police in South Carolina and other incidents of racism in the United States and on Long Island after World War II including the notorious racial covenant banning African Americans from purchasing or renting Levittown homes. Verga note that at least demographically, Freeport and Long Island have changed since the deaths of Charles and Alponso Ferguson at the hands of a police officer in 1946.

New York History: “A White Man Imprisoned 17 Years for Helping Enslaved People Escape to Freedom”

New York History: “A White Man Imprisoned 17 Years for Helping Enslaved People Escape to Freedom”

Reprinted with permission by the editorial staff of the New York Almanack.

Rev. Calvin Cornelius Fairbank was born November 3, 1816 in Pike, Wyoming County, NY. He began his academic studies at a seminary in Lima, Livingston County, NY, and became a licensed preacher in 1840. In 1842 he was ordained an elder in the Methodist Episcopal Church, and he graduated Oberlin College in Ohio two years later. At Oberlin he met John Mifflin Brown (1817-1893), a bishop in the African Methodist Episcopal (AME) Church and an Underground Railroad activist.

Fairbank was a radical abolitionist who not only spoke out against slavery, but actively worked to free as many enslaved people as he could. “Forty-seven slaves I guided toward the North Star, in violation of the state codes of Kentucky and Virginia,” he wrote. “I piloted them through the forests, mostly by night, – girls fair and white, dressed as ladies; men and boys, as gentlemen or servants – men in women’s clothes, and women in men’s clothes; on horseback, in buggies, in carriages, common wagons, in and under loads of hay, straw, old furniture, boxes and bags; crossed the Jordan of the slave, swimming, or wading chin deep, or in boats, or skiffs, on rafts, and often on a pine log. And I never allowed one to be recaptured. For aiding these slaves to escape from their bondage, I was twice imprisoned, – in all seventeen years and four months; and received… thirty-five thousand, one hundred and five stripes from a leather strap…”

Fairbank helped free an enslaved person for the first time in 1837. While piloting a lumber raft down the Ohio River he ferried a slave across the river into free territory. He often guided escaped slaves to Levi Coffin who helped arrange further transportation north for thousands of people.

Fairbank was arrested for helping to transport Lewis Hayden, his wife Harriet and Harriet’s son Joseph by carriage to freedom in Ohio. He was tried in 1845 and sentenced to 15 years, five years for each of the slaves he helped free. Serving his sentence in the Kentucky State Penitentiary in Frankfort, he was pardoned in 1849 using money raised by Hayden from his new neighbors in Boston. Two years later he was arrested again for helping an enslaved man named Tamar escape Kentucky to Indiana. In November 1851, marshals from Kentucky, with the help of the sheriff of Clark County, Indiana and Indiana Governor Joseph A. Wright, abducted Fairbank and took him back to Kentucky. In 1852, he was again sentenced to 15 years. While imprisoned in the Frankfort Penitentiary he was the victim of harsh treatment, including being frequently whipped (he believed he had received some 35,000 lashes while imprisoned). From 1844 to 1870, Kentucky imprisoned at least 44 people for helping to free enslaved people. The last man was released in 1870, five years after the end of the Civil War. Eight of those imprisoned died prisoners. 

Late in the Civil War, in 1864, Fairbank was pardoned by Acting Kentucky Governor Richard T. Jacob. He later wrote a memoir, published in 1890, Rev. Calvin Fairbank During Slavery Times: How He “Fought the Good Fight” to Prepare “the Way.” He died in near-poverty in Angelica, Allegany County, NY. Rev. Calvin Cornelius Fairbank was inducted to the National Abolition Hall of Fame and Museum in Peterboro, New York in October 2022.

Rev. Calvin Fairbank During Slavery Times (1890) (Excerpts)

  1. “I took license to preach in 1840, and in 1842 was ordained an elder in the Methodist Episcopal Church, and closed my course of study, graduating in 1844. One incident, more than anything else outside of my organization, controlled and intensified my sentiments on the slavery question. It was this: I went with my father and mother to Rushford to quarterly meeting when a boy, and we were assigned to the good, clean home of a pair of escaped slaves. One night after service I sat on the hearthstone before the fire, and listened to the woman’s story of sorrow. It covered the history of thirty years. She had been sold from home, separated from her husband and family, and all ties of affection broken. My heart wept, my anger was kindled, and antagonism to slavery was fixed upon me. “Father,” I said, on going to our room, “when I get bigger they shall not do that;” and the resolve waxed stronger with my growth.”
  2. I grew to manhood with a positive, innate sense of impartial liberty and equality, of inalienable right, without regard to race, color, descent, sex or position. I never trained with the strong party simply because it was strong. From the time I heard that woman’s story I felt the most intense hatred and contempt for slavery, as the vilest evil that ever existed; and yet I supposed the institution provided for and protected by the United States Constitution, and legally established by every slave state; and when, previous to investigation, I repeatedly aided the slaves to escape in violation of law, I did it earnestly, honestly, in all good conscience toward God and man.
  3. Coming within the influence of active anti-slavery men at Oberlin, Ohio, I was led to examine the subject in the light of law and justice, and soon found the United States Constitution anti-slavery, and the institution existing in violation of law. My conclusion in regard to the anti-slavery character of the Constitution of the United States was based on common law, on its interpretation by the whole civilized world, and the recognition of self-evident truth as the basis of that interpretation, viz.: “Where rights are infringed, where fundamental principles are overthrown, where the general system of the law is departed from, the legislative intention must be expressed with irresistible clearness, in order to induce a court of justice to suppose a design to effect such object.”
  4. This conclusion enabled me to act without misgiving, as to my obligation to the General Government. I was no longer under obligation to respect the evil institution as protected by the Government, but was free to condemn slavery and the slave code, — free to follow the promptings of duty.
  5. Finding, then, the diabolical institution unprovided for — finding it positively prohibited—finding it to be a conceded fact by our best statesmen, North and South, that not a state in the Union had slavery established by law, I concluded, upon the highest authority in the universe, that slavery was chronic rebellion, and that I was not only justified, but bound by the “higher law,” to oppose it in defense of an oppressed people. From that time I never allowed an opportunity to aid the fugitives to pass unimproved; but when men and women came to me, pleading the “Fatherhood of God,” and the brotherhood of man, I did all in my power to set them free, subjecting myself to imprisonment and the deepest suffering.
  6. Forty-seven slaves I guided toward the North Star, in violation of the state codes of Virginia and Kentucky. I piloted them through the forests, mostly by night, — girls, fair and white, dressed as ladies; men and boys, as gentlemen, or servants, — men in women’s clothes, and women in men’s clothes; boys dressed as girls, and girls as boys; on foot or on horseback, in buggies, carriages, common wagons, in and under loads of hay, straw, old furniture, boxes, and bags; crossed the Jordan of the slave, swimming, or wading chin deep, or in boats, or skiffs, on rafts, and often on a pine log. And I never suffered one to be recaptured. None of them, so far as I have learned, have ever come to poverty, or to disgrace. I have visited a score of those families, finding them all industrious, frugal, prosperous, respectable citizens.
  7. For aiding those slaves to escape from their bondage, I was twice imprisoned — in all seventeen years and four months; and received, during the eight years from March first, 1854, to March first, 1862, thirty-five thousand, one hundred and five stripes from a leather strap fifteen to eighteen inches long, one and a half inches wide, and from one-quarter to three-eighths of an inch thick. It was of half-tanned leather, and frequently well soaked, so that it might burn the flesh more intensely. These floggings were not with a rawhide or cowhide, but with a strap of leather attached to a handle of convenient size and length to inflict as much pain as possible, with as little real damage as possible to the working capacity.

Questions

  1. In what decade did Calvin Fairbank become a member of the clergy?
  2. What “incident’ convinced Rev. Fairbank to organize his life to oppose slavery?
  3. Rev. Fairbank believed in a “positive, innate sense of impartial liberty and equality, of inalienable right, without regard to race, color, descent, sex or position.” In which foundational American document(s) do those ideas appear?
  4. What was his initial view of the United States Constitution?
  5. How did his view of the Constitution and the government change?
  6. How many freedom seekers did Fairbank assist on the Underground Railroad?
  7. What happened to Fairbank as a result of his activity on the Underground Railroad?
  8. Rev. Calvin Fairbank was recently inducted into the National Abolition Hall of Fame and Museum in Peterboro, New York. In your opinion, did he merit this honor? Explain.

The Revolt That Changed Everything: The Haitian Revolution’s Immediate Effect on the United States

The Revolt that Changed Everything: The Haitian Revolution’s Immediate Effect on the United States

Noah Phayre

The year is 1804, and the New World is functioning as it had for the past thirty years since the American Revolution. After the war, a new constitution, and three presidential administrations, America had begun to find its footing as a new nation. With this, many Americans began to get used to their existence as a small democratic nation. However, whether the American people knew it or not, their world was about to drastically change. 1,888 miles south of the US, another revolution had been fought and won on the island of Saint-Domingue. The rebels, much like the US patriots, were able to cast off the yoke of a powerful European empire and establish the second democracy in the Western Hemisphere. However, this rebellion was much different than the one that occurred back in 1776. Unlike the US driving out the British and establishing a new government, the rebels of 1804 were living under much harsher oppression. These rebels were slaves who were living on Saint-Domingue under French colonial rule. In 1791, the slaves revolted against the French starting a twelve year bloodbath that would end in the abolition of slavery on the island and the establishment of the Empire of Haiti.

The United States, though in theory should be very pleased with another democracy emerging nearby, were none too happy about this development. This mostly stemmed from the fact that the Haitian government were all freed slaves. This idea of a successful African rebellion was so foreign to the American government. The success of a slave revolt also flew in the face of the then legal practice of slavery in the United States. This caused the US to avoid recognizing Haiti as a nation until the start of the Civil War. However, despite all of this, the US was greatly affected by the Haitian Revolution as well as their early interactions with the new nation. First, the Louisiana Purchase, which was caused due to the French needing money after the war’s economic devastation on the nation. This exchange doubled the US’ size and allowed it to begin expanding as a nation, taking its first steps to becoming a world power. But even beyond the Louisiana Purchase, the Haitian Revolution and its aftermath still affected the US greatly in terms of trade, foreign policy, and thoughts on how to deal with the issue of slavery.

Sadly, the Haitian Revolution as well as its profound impact on the United States is often not talked about when discussing how America became what it is today. It is very important that these effects be discussed and understood by a broader audience. There is a lack of awareness in terms of the connections between the Haitian Revolution and the growth of America. This proposal aims to answer the question of just how the Haitian Revolution impacted the United States in its immediate aftermath. Ultimately, through qualitative research this paper attempts to explain that the Haitian Revolution affected the United States in a way that caused it to grow into a far more powerful nation.

Teaching this event is an undertaking, as there are many ins and outs in regards to this revolution. Educating students based on the historiographic data found in this paper can actually prove to be a superior style as opposed to an ordinary lesson. With the information gleaned from the historians that are cited in this essay, students can achieve a much deeper understanding of the Haitian Revolution as well as its impact that it had on the United States.

Historiography

Beyond just simply understanding the events, impact, and significance of certain episodes in history, there is a much deeper understanding one can acquire when studying certain key events. In the craft of historiography, a deeper analysis of history is made, where instead of reading for the information about a topic, the purpose is to understand how historians wrote and by extension, felt about said topic. In the case of the Haitian Revolution and its immediate effect of the United States, scholars range in their specific takes on the topic. Scholarship on the topic also has numerous areas of interest that different authors focus on. While some focus on the economic implications, others focus on the racial statements that the revolution made to the US. Other scholars fixate on the level of coverage the Haitian Revolution receives and how it reflects a larger issue with how history is written. These numerous points of focus often shed light on the historians who are behind them, as educators it is important to look past what the author is saying and think about why they are saying it.

However, all of these scholars touch on specifics that merely scrape the surface in regards to correlation of the Haitian Revolution to the US. But what is not touched on is how these numerous aspects and results of the conflict helped jumpstart the US into becoming the powerhouse it is today. This fact is often overlooked in classrooms, hence why many teachers breeze through the Revolution during lessons or just omit it from their courses entirely. Upon deeper inspection, many sources about the Haitian Revolution fail to elaborate on just how significant the slave insurrection was when it comes to paving the way for America to expand. While many authors like to praise and critique many aspects of the Revolution’s significance they often ignore how their many points of interest come together to reveal a much grander impact on America. A plethora of sources that has been compiled helps shed light on the absence of scholarship on this matter. Moreover, this will show why further research into how the Haitian Revolution molded America is certainly necessary and lastly how more teaching on this subject is also important.

Most scholars see the Haitian Revolution as a landmark event in terms of the fight against slavery. However, certain authors tend to lean more towards how the fight against racism was affected by the revolution. For example, Philippe Girard notes how after only two years into the Haitian Revolution, the First French Republic declared slavery an abolished practice. Girard discusses this in his piece, “Making Freedom Work: The Long Transition from Slavery to Freedom during the Haitian Revolution.” and goes on to explain how racism was talked about much more after the revolution. He backs this up by going through the long history of the fight against different forms of slavery and racism that were seen during the years during and after the revolution.[1]

Mitch Katchun builds off of Girard’s focus on racism in his own work, “Antebellum African Americans, Public Commemoration, and the Haitian Revolution: A Problem of Historical Mythmaking.”. In Katchun’s piece, he elaborates on how the revolution had an effect on the fight against slavery and racism, but specifically in Antebellum America. Katchun complements the ideas of Girard but goes deeper when discussing how the revolution specifically started conversations about racism in enslaved African American circles. Citing the 1811 slave march in Louisiana led by Charles Deslondes, the author puts a lot of emphasis on how the events in Haiti inspired the fight against slavery to be expanded but in a more tangible way, such as another revolution.[2] This facet of the impact of the revolution is one of the most widely discussed, however it can be expanded upon in numerous ways as shown by other scholars. It must also be noted that accounts such as this are valuable for teachers. This showcases how the Haitian Revolution influenced the slaves in the southern United States and was an early seed that was planted in their minds that would eventually grow into slave revolts within the US.

Numerous other authors chime in on the discussion of the Haitian Revolution’s impact (racially speaking) on the US. Tim Matthewson dives into this racial layer with his piece “Abraham Bishop, ‘The Rights of Black Men,’ and the American Reaction to the Haitian Revolution.”. In his writing, Matthewson discusses Abraham Bishop, an American man who wrote three pieces regarding the Haitian Revolution in the 1790s. Bishop supported the revolution and urged America as a whole to get behind the rebel’s cause. He stated how the US supported the French Revolution and also staged their very own revolution as well. With that said, Bishop argued that the US should support the similar cause in Haiti, but stated that it was due to the issue of slavery that prevented the US from doing that.[3] Unlike the previous two scholars, Matthewson uses Bishop’s writings to showcase how white people were affected by the events in Haiti and started to defend the black people in the US. Overall, this subset of scholarship on the Haitian Revolution’s impact on the US was heavily focused on race which played a large role in the narrative of the event. However, other scholars attempt to break away from the ever prominent racial aspect and focus on other areas such as economic and political effects.

When looking at how the Haitian Revolution changed the US economically and politically, certain authors touch on a bevy of policy changes, and repercussions during and after the war. An example of this comes in the form of Robin Blackburn, a scholar who in her piece “Haiti, Slavery, and the Age of the Democratic Revolution.” touches on how the US had to begin forming its own international policies. One such policy was its refusal to recognize Haiti. This included an embargo on the new nation, despite it being a massive trading partner when under French control. This changed the US’s treatment of other nations when it came to trade as it set a precedent with Haiti that essentially states that the US will not trade with another nation and ignore what’s beneficial for itself if it does not support the government of that nation. This stems from the statement made by the success of the slave rebels.

This is focused on by Blackburn who infuses the issue of race and slavery but adds an economic/political spin to it. She notes how the US put itself in a bizarre situation by supporting other democratic revolutions (Like the French) but not ones such as Haiti. This is due to the fact that the US would be forced to admit (in a sense) that the black slaves were capable trading partners, which flies in the face of the notion that black people were sub-human and deserved to be nothing more than slaves. And as Blackburn points out, it only became worse when Haiti survived for decades after the revolution. So the US opted to simply not recognize the island nation, something that would continue up until 1862.[4] This is interesting for educators as it can be used by teachers to explain two layers of the issue that the US was faced with during this time. The US’ problem was not just a racial one, it was an economic one as well. Author Tim Matthewson brings up how the US immediately reacted to the revolution and what he states is very telling. In his piece “George Washington’s Policy Towards the Haitian Revolution ” the author states that under the first presidential administration in the US, American merchants actually were allowed to aid the French with supplies and even men. This was in hopes to defeat the slaves, showing that the US had been willing to help squash all slave revolts in the name of maintaining the practice.[5] Matthewson uses this little known fact to highlight the idea that the US was very much a pro slavery nation, and that even before the revolution had been won, the US had already been trying to put it down.

Another scholar adds to the discussion by way of citing the particular benefits and unintentional problems that the rebellion had on America. This scholar is Jim Thomson, author of “The Haitian Revolution and the Forging of America.”

 In his piece, Thompson adds to the discussion of the Haitian Revolution’s effect on the US by highlighting a few results of the conflict. One was how France had to sell the Louisiana Territory to the US to get money to fund Napoleon’s conquest of Europe. This important moment for the US, a moment that doubled its size was caused by the Haitian Revolution’s economic impact on France. This dent in the already fragile economy of France caused Napoleon to work with the US which resulted in the monumental Louisiana Purchase.[6]

These particular scholars prefer to highlight why Haiti changed the United States’ political and economic status in the world. Whereas previous authors focused on race, this group, specifically Thompson who really hones in on that aspect of the relationship between Haiti and America. Blackburn is different as she focuses on the impacts politically and economically, however she infuses a bit of race into her point of study. Citing how the political relationship between the two nations was tense due to the issues of race and slavery, Blackburn connects what the previous scholars have noted about the revolution with her own part of the conversation. This blends the two areas of study together and actually shows how these different impacts (racial, political, economic) did not exist apart from each other but rather built off each other to make a much larger impact on the United States.

The final area of study that scholars seem to focus on, is the historiography of this tense relationship between Haiti and the United States. Many scholars often go into why the revolution has not been noted as a larger event historically and why the aforementioned impacts it had on other nations (specifically the US) have often been downplayed. John E. Baur makes mention of this in his piece “International Repercussions of the Haitian Revolution.”. In it Baur states that there has never been a full scale study of the impacts of the Revolution and just rather numerous articles and pieces about certain aspects of it and its impact.[7] This gets at exactly what this proposal aims to achieve, putting those pieces together to create a full scale study on the topic of Haiti’s impact on the US. With more study into this topic, teachers can better utilize this monumental moment from history by implementing it into their curriculums.

This historiographical aspect to the topic is unique as it explains why the topic of the revolution and its effects has not been given the recognition it deserves. Thomas Reinhardt answers this question in his piece “200 Years of Forgetting: Hushing up the Haitian Revolution.”. In his work, Reinhardt states that the authors who wrote about the revolution spoke of it in a demeaning manner. The brutality of the insurrection was what most scholars used as their rationale for why black people are barbaric and without Western guidance they will act savagely as they did back in Africa. Reinhardt notes how the success of the rebellion and establishment of the Haitian nation was completely undercut by these writers who simply wanted to discredit black people.[8] Reinhardt asserts that writings like those were why many people did not pay much attention to the Haitian Revolution and its significance.

Adding to the idea that there was a concerted effort to diminish the importance of the Haitian Revolution is author Manuel Barcia. Barcia agrees with the ideas of Reinhardt in that white historians were made uncomfortable by the success of the uprising. In his piece “Comment: From Revolution to Recognition: Haiti’s Place in the Post-1804 Atlantic World.” Barcia particularly takes note of what the success of black people meant for the rest of the world. Barcia notes that acknowledging the fact that the Haitian rebels won and were able to run a sustainable nation would mean that one would have to acknowledge the fact that black people were just as skilled as anyone else. This of course threatened the status quo of white people dominating black people in society, which Barcia says is why it has not been touched upon by mainstream history. One interesting point made by the author is how the US in particular would trade with Haiti (covertly) but still not recognize them as a nation. This, according to Barcia, helped justify the lack of coverage writers gave Haiti as it was not recognized by the US until decades after the revolution.[9]

The final historian being examined is Shannon Marie Peck-Bartle. In her piece “Toussaint L’Ouver-Who? An Anthropological Approach to Infusing the African Diaspora into Caribbean History.” Peck-Bartle adds to the discussion on the lack of recognition the rebellion has received. The piece pushes that the reason why the impact of Haiti has not fully been appreciated is because the Western world has spun a Eurocentric narrative of the events since 1804. This is to say that the West essentially took credit for Haiti’s success by asserting that without their European philosophies and culture, the Haitians could never have been able to successfully stage an insurrection and maintain a stable society for as long as they did. Peck-Bartle challenges this notion by pushing that rather than European culture creating the revolution, it was African culture that actually helped unite the Haitian rebels to be able to succeed.[10] This information is valuable for teachers as it offers the opportunity to look at what is being taught in schools and see how culturally imbalanced the material is. The Eurocentric nature of most classes is unfortunate but also a very real thing and topics like the Haitian Revolution and its historiography help show teachers that there is not a lot of representation for numerous cultures around the world.

This third subsection of scholarship on the Haitian Revolution is unique as it focuses on the historiography of the event. Different scholars discuss different avenues of why this topic isn’t explored as often as it should. While people like Baur point out how there has been no full scale look into this event and its impact, people like Reinhardt and Barcia provide the reasons why. With Reinhardt asserting that the West simply went out of its way to paint the revolution in a bad light and Barcia explaining that this was because the alternative was to acknowledge the fact that black people were capable of both freeing and governing themselves. Peck-Bartle actually veers from this and states that actually the West chose to take credit for the Haitian’s success instead of outright ignoring or demonizing it. Overall, these scholars helped explain why the revolution doesn’t get as much attention and just why its impact on the US is not highlighted as often as it should.

Conclusion

Upon review of all ten sources it is quite clear that they all have their merits and add to the discussion about Haiti’s revolution and its impact on the US. The sources focusing on race helped explain why the US had such an awkward relationship with the new nation. Girard and Katchun particularly provided strong arguments that supported their theses. The economic/politically based scholars helped pinpoint what changes occurred in the US because of the revolution. Blackburn is the most prominent of these scholars as she mixes both the racial component previously discussed along with the political components. She successfully adds to the discussion and links two different areas of study. The final section is the historiographical section that hones in on why the impacts of the Haitian Revolution aren’t discussed as much as they should be. Again, these scholars connect the two other areas of study, the racial and economic/political by explaining why racism and Eurocentrism created a historiography that neglects the Haitian Revolution’s impact. This section seems to have the most debate over the truth behind why Haiti has been neglected. While Reinhardt and Barcia seem to agree with Peck-Bartle that race plays a major role in the downplaying of Haiti’s significance, they disagree with her when she says the West took credit for Haiti’s success and impact.

With the exception of the historiographical section, the scholarship on Haiti and its impact on the US is rather cohesive. The scholars mostly agree with each other and some of the different subsets actually blend well with each other, creating a clearer image of what the effects the Haitian Revolution had on the US were. The biggest issue these authors have is that they do not go deeper with their claims. They state that the revolution impacted the United States and list examples of how it did so. They also explain why there hasn’t been much research done on the topic. But the scholarship lacks one major point of focus, and that is how all of these subsets come together. What this proposal attempts to explore is how the Haitian Revolution immediately affected the United States. Furthermore, upon answering that question, this proposal aims to show how this impact absolutely molded the US into the world power that it is today. By infusing the three most prominent areas of study in regards to the revolution, this proposal will expand upon what has already been stated. The large scale implications for the United States brought on because of the Haitian Revolution and its success will be uncovered and ultimately show how a seemingly insignificant slave revolt changed the trajectory of a country that would become one of the most powerful nations on Earth. 

Educational value

The Haitian Revolution serves as a historic reminder of the triumphs of African people. It also serves as an interesting point of study when examining its relationship with the United States. The revolution’s mere existence shed light on the US’ own issues with slavery as well as early signs of the nation’s hypocrisy. The issues of racism and slavery are interconnected to the revolution; these two topics envelop the history of the modern west and cannot be ignored. With this said, these topics can be showcased through lessons about the Haitian Revolution as well as the island nation’s relationship with the United States.

The beauty of this topic is that it goes even deeper than that as it can also be used as a way to examine the historiography of the subject, something that is often overlooked in classes today. Examining how people have written history helps show students how people viewed a certain topic back then as well as how they view it now. These are valuable for both students and educators alike. Lastly, the study into the Haitian Revolution helps show how the US became the nation that it is today. Looking at the success of the US through the lens of the Haitian Revolution can help expand students’ understanding of the success of other people outside of the US. It can also showcase some of the inspiration for change in the US, namely the fight to end slavery. Overall, the educational value of the Haitian Revolution stretches far beyond its use as a fun and exciting historic episode. Through its links to race relations, slavery, economics and historiography, the Haitian Revolution truly makes for a great area of focus for educators who want to make their students better and more well-rounded scholars in the field of history. 

References

Barcia, Manuel. “Comment: From Revolution to Recognition: Haiti’s Place in the Post-1804 Atlantic World.” American Historical Review 125, no. 3 (June 2020): 899–905. doi:10.1093/ahr/rhaa240.

Baur, John E. “International Repercussions of the Haitian Revolution.” The Americas 26, no. 4 (1970): 394–418. https://doi.org/10.2307/980183.

Blackburn, Robin. “Haiti, Slavery, and the Age of the Democratic Revolution.” The William and Mary Quarterly 63, no. 4 (2006): 643–74. http://www.jstor.org/stable/4491574.

Girard, Philippe. “Making Freedom Work: The Long Transition from Slavery to Freedom during the Haitian Revolution.” Slavery & Abolition 40, no. 1 (March 2019): 87–108. doi:10.1080/0144039X.2018.1452683.

Kachun, Mitch. “Antebellum African Americans, Public Commemoration, and the Haitian Revolution: A Problem of Historical Mythmaking.” Journal of the Early Republic 26, no. 2 (2006): 249–73. http://www.jstor.org/stable/30043409.

Matthewson, Tim. “Abraham Bishop, ‘The Rights of Black Men,’ and the American Reaction to the Haitian Revolution.” The Journal of Negro History 67, no. 2 (1982): 148–54. https://doi.org/10.2307/2717572.

Matthewson, Timothy M. “George Washington’s Policy Toward the Haitian Revolution.” Diplomatic History 3, no. 3 (1979): 321–36. http://www.jstor.org/stable/24910116.

Peck-Bartle, Shannon Marie. “Toussaint L’Ouver-Who? An Anthropological Approach to Infusing the African Diaspora into Caribbean History.” Social Studies 111, no. 3 (January 1, 2020): 155–62. https://search-ebscohost-com.rider.idm.oclc.org/login.aspx?direct=true&db=eric&AN=EJ1246807&site=ehost-live&scope=site.

Reinhardt, Thomas. “200 Years of Forgetting: Hushing up the Haitian Revolution.” Journal of Black Studies 35, no. 4 (2005): 246–61. http://www.jstor.org/stable/40027220.

Thomson, Jim. “The Haitian Revolution and the Forging of America.” History Teacher 34, no. 1 (January 1, 2000): 76–94. https://search-ebscohost-com.rider.idm.oclc.org/login.aspx?direct=true&db=eric&AN=EJ649663&site=ehost-live&scope=site.


[1] Girard, Philippe. “Making Freedom Work: The Long Transition from Slavery to Freedom during the Haitian Revolution.” Slavery & Abolition 40, no. 1 (March 2019): 87–108.

[2] Kachun, Mitch. “Antebellum African Americans, Public Commemoration, and the Haitian Revolution: A Problem of Historical Mythmaking.” Journal of the Early Republic 26, no. 2 (2006): 249–73.

[3] Matthewson, Tim. “Abraham Bishop, ‘The Rights of Black Men,’ and the American Reaction to the Haitian Revolution.” The Journal of Negro History 67, no. 2 (1982): 148–54.

[4] Blackburn, Robin. “Haiti, Slavery, and the Age of the Democratic Revolution.” The William and Mary Quarterly 63, no. 4 (2006): 643–74.

[5] Matthewson, Timothy M. “George Washington’s Policy Toward the Haitian Revolution.” Diplomatic History 3, no. 3 (1979): 321–36.

[6] Thomson, Jim. “The Haitian Revolution and the Forging of America.” History Teacher 34, no. 1 (January 1, 2000): 76–94.

[7] Baur, John E. “International Repercussions of the Haitian Revolution.” The Americas 26, no. 4 (1970): 394–418.

[8] Reinhardt, Thomas. “200 Years of Forgetting: Hushing up the Haitian Revolution.” Journal of Black Studies 35, no. 4 (2005): 246–61.

[9] Barcia, Manuel. “Comment: From Revolution to Recognition: Haiti’s Place in the Post-1804 Atlantic World.” American Historical Review 125, no. 3 (June 2020): 899–905.

[10] Peck-Bartle, Shannon Marie. “Toussaint L’Ouver-Who? An Anthropological Approach to Infusing the African Diaspora into Caribbean History.” Social Studies 111, no. 3 (January 1, 2020): 155–62.