Showing posts with label history. Show all posts
Showing posts with label history. Show all posts

Spartacus TV Show Fight Scenes --How realistic were they? Part Two

Greetings! Welcome back. I'm starting to get a bit of the hang of blogging, and hope to do more consistent and regular posting over the next few months. In return, it would be nice if you, the reader, could consider following the blog, leaving comments, sharing posts, or even going so far as to purchase the items I have linked to in the posts. In other words, do what you can please to make me feel like my efforts here are being noticed and rewarded so that I find myself eagerly continuing. Over the next few months, I hope to put up posts about the Dead Rabbits / Gangs of New York miniature gaming project ( https://history-for-fun-profit-and-insight.blogspot.com/search/label/Gangs%20of%20New%20York )  , the Chop Sockey! Kung Fu Miniature Wargame Rules project ( https://history-for-fun-profit-and-insight.blogspot.com/search/label/Kung%20Fu%20gaming ), posts about historical sites I saw on my recent trip to Asia (https://history-for-fun-profit-and-insight.blogspot.com/search/label/Asia )
 , book reviews, and several posts about upstate New York Revolutionary War / American War of Independence historical sites I have visited ( https://history-for-fun-profit-and-insight.blogspot.com/search/label/American%20War%20of%20Independence ) as well as other historical and gaming projects. Please support this blog by following it, encouraging others to check it out, and letting me know you are following it too. I've got a lot of stuff I'd like to write about and share, but I could really use some encouragement and a sense that people are enjoying and appreciating what I am doing here. So please help out.  Thanks.

And this week, I go back to a subject that has interested me since the beginning of this blog. Roman Gladiators ( see https://history-for-fun-profit-and-insight.blogspot.com/search/label/Gladiators for other articles on the subject.) I do some Roman Gladiator wargaming and have a writing project on the subject partially done and moving ahead slowly. It started as a brief wargamers guide to the subject, got too long, and may ultimately become a wargamers guide and a set of rules for the period. (For those who wonder, until I write my own, allegedly perfect set of rules, I am using a set called "Hoc Habet Hoc" which can be purchased here: https://www.wargamevault.com/product/297688/Habet-Hoc-Habet-Rules-for-Gladiatorial-Combat as a download or here http://scalecreep.com/product_info.php?products_id=2951 as a physical book, which is how I bought it. By the way, I don't get kickbacks or commissions from these links so if you do follow them to make a purchase please tell them I sent you and I am a nice guy who enjoys their products. I bought mine from Scale Creep and had no problems with the order.)

Which, FINALLY perhaps, brings me to the subject at hand. Months ago I wrote an article on the historical accuracy of the fight scenes in the TV show Spartacus. I promised a sequel, and FINALLY am getting around to writing it. If you haven't read it yet, it'd probably be a good idea to bring yourself up to speed by checking out the first half of this here: https://history-for-fun-profit-and-insight.blogspot.com/2019/05/starz-tv-spartacus-series-were-fight.html

As stated, Spartacus, from Stars TV, was a delightfully lurid show full of blood and nudity, unremitting violence, sexuality, and huge servings of adult content of all kinds, set in the days of old Rome that focused on the lives of gladiators, a gladiator ludi (school), and an uprising against oppression. While not for everyone, if you could stomach it, it was very entertaining and includes such things as the most emotionally satisfying decapitation scene I've ever been exposed to on the big or small screen.

For those who are lacking, here's an exposure to one of the fights from the show (while the clip comes from a French dubbed episode, the series was originally filmed in English)



Here's another, this one set in the training hall of the ludus, where the slaves are trained to become gladiators. Hence the wooden swords and lack of armor:



Again, it's probably not a bad idea to read the first half of this before proceeding, not 100% necessary, but recommended: https://history-for-fun-profit-and-insight.blogspot.com/2019/05/starz-tv-spartacus-series-were-fight.html

Previously I noted that aside from the ahistorical helmets with exposed faces (allowing the viewer to get a better sense of the emotions and drama taking place in the story), the actual arms, armor, and styles of gladiators are often surprisingly accurate historically speaking.

What is not historically accurate, however, is the intensity and lethality of the fighting.

Perhaps, surprisingly, most historical gladiator fights in the arena were not to the death. While, generally speaking, the historical gladiators were slaves and could be used as their owner saw fit, they were quite valuable, well trained, highly skilled, and difficult to replace slaves who if utilized properly could make their owner a great deal of money. It would make no sense, economically, for the owner of such a slave to risk his investment unnecessarily or recklessly.

Therefore, gladiator battles to the death were few and far between and seen as very special events.

According to Stephen Wisdom in the Osprey book on the subject, pages 58-59, and many authors on the subject, the actual rates of death were something as follows. Of 100 1st Century duels, only 19 of the 200 gladiators who participated in the fights died. That's about 9 to 1 odds of a gladiator surviving his bout. This changed over time and according to the same source, by the third century, the odds of a gladiator dying in a bout were about 1 in 4. Now, 1 in 4 odds of dying is quite high, but it is still far less than that show in the show Spartacus. (and for those wondering the show is set around the events of 73B.C, when the famed revolt took place.)

Roland Auguet spends time describing the career path and life path of gladiators in his book, Cruelty and Civilization, The Roman Games (1972, 1994, Routledge and Barnes and Noble publishers) on pages 178-183). He describes one 30 year old gladiator who had fought in the arena 34 times. Of these he had won 21 times, the fight was declared a draw or "stans missus" 9 times, and he had lost 4 times but had his life spared. He also concludes that most gladiators only fought about twice a year during the peak of their professional career and says they should be thought of as entertainers less than fighting machines.

Thomas Wiedemann on page 119-124 in Emperors and Gladiators gives detailed information on the numbers of fights some gladiators participated in. It's interesting and informative. but such a sampling does not give a complete picture, although it most certainly provides a sense that some gladiators lived a surprisingly long life with many fights.

Nossov's Gladiators -Rome's Bloody Spectacle is probably the single best book I've found on the subject and since it is published by Osprey, it focuses on exactly the sort of detail that wargamers wish. In this work, on pages 150-151, Nossov offers interesting information on mortality rates among gladiators. He also cites the work of George Ville but says that by the 2nd and 3rd century fights to the death were increasingly the norm. Of course, this is centuries after Spartacus. He also points out that more successful gladiators were more popular gladiators and the more popular a gladiator was, the more likely the mob and the editor of the games were to spare him if he lost. Nossov considers this a factor when mentioning that some champions fought "60, 80, 88, 107, 125, and even 150" fights.

FYI,  many of these authors cite Ville, George. La gladiature en Occident des origines a la mort de Domitien ( Ecole française de Rome (1981) ). I have not read this work. It is over 500 pages and in French, a language I've never studied and have only a limited, passing knowledge of. 

If the subject of mortality among gladiators is of interest to you, Nossov includes this in his footnotes: Kanz and Grossschmidt,  Head Injuries of Roman Gladiators, Forensic Science International, Vol. 160, No 2 (2006) pp 207-16. It's another work that I have not read, at least not at the time of this writing but may hunt down and read some day.

In the academic work, Rules of engagement, by M.J. Carter, published in The Classical Journal, Vol. 102, No. 2 (Dec-Jan 2006/2007) pp 97-114, the author writes of funeral epitaphs of Roman gladiators. He offers the possibility that gladiators, who were highly trained highly valuable slaves, may have been trained in techniques to defeat an opponent WITHOUT killing or seriously wounding their opponent. He also offers an unexpected series of examples of funeral epitaphs where gladiators proudly stated in their funeral epitaphs how few people they had killed and how many lives they had saved. He argues that the professionalism of a gladiator often included not killing his peers unless forced to and that if a gladiator broke this "code," he would find himself a target for other gladiators who not only might wish to avenge the death of a friend at his hand, but also remove an unnecessary danger in their workplace. In other words, gladiators who tried to unnecessarily kill other gladiators were not much liked by professional gladiators who were already working in a dangerous job.

Therefore, as entertaining as the show Spartacus is, it is safe to say that its lurid depictions of gruesome, gory fights to the death with blood splashing all over the arena sands and the TV screen, are sensationalized and not historically accurate.


Recommended books on Types of Gladiator and their 
Arms, Armor, and Fighting Styles


These three books all have good details on the types of gladiators and how they fought. My personal favorite is Nossov's Gladiator, Rome's Bloody Spectacle and I can't recommend it highly enough if the subject interests you. The Gladiators and Caesars book is also quite good, but be forewarned only one chapter of this book focuses specifically on gladiators. The others tend to discuss things like chariot racing or animal fighting or other arena and coliseum type events.

   

Mentioned in this blog post.



This is an unusual yet well done book that contains interesting but largely hypothetical descriptions on how to train and fight in a realistic manner that may be similar to how the Roman gladiators fought. It's currently being sold by two different publishers so it's available on Amazon from two different sources. After Paladin went bankrupt, the rights reverted to the author and it was soon re-released.


    

Finally, a pair of books on the history of the Spartacus revolt. I've read both of these (I've read everything I've linked to on this page. In some cases, you can even find my reviews on Amazon for the products.) and I definitely prefer Strauss's The Spartacus War over the Osprey book. I have however included the link to the Osprey book as many people (myself included) just like Osprey books and they don't take up much space on the shelf. 

      





Finally, if you wish to support this blog, please consider buying any of the following books, all written by yours truly. People who've read them, tell me they've enjoyed them. 


     




StarZ TV Spartacus series, were the fight scenes accurate? Part One - Arms and Armor.





I've recently begun rewatching the TV series Spartacus, a show that ran for four seasons on the Starz Cable TV network. (It's a rumored there may be a fifth one some day. We can only hope.) While one of the most lurid and visceral television spectacles, I've ever been exposed to, the show is exciting, entertaining, and addictive, just be careful who you watch it with. The high levels of  sexual content and nudity, as well as violence and blood splashing gore, is higher than in any television show I've ever seen.

As long time readers of this blog (or you intelligent people who actually take the time to look at old posts) know, over the last few years, I've done a lot of research into the Roman gladiators and done some wargaming and figure modelling for the period. (In fact, one of my motives for rewatching was trying to find ways to add backstory and better characterization to my historical miniature games based on Roman gladiators.)

For those wondering, Spartacus was an actual historical figure. There was indeed a gladiator who fought under that name, who led a gladiator uprising that became a major slave revolt and troubled the Romans for years until he and all his followers were put down. The series is a cinematic retelling of this historical event, and while much of the details remain unknown, and there are few first hand period sources to tell the story, the series creators freely admit they took great liberties with the actual history. For more details on the actual history, I've included links to a few well chosen books, all books that I've actually read, below and if you purchase them by following these links, you'll also help support this blog.

For now, we're focusing on the gladiatorial fight scenes in the arena and their historical accuracy, nothing else.





A key fight scene from Spartacus: Gods of the Arena. 
While the second season filmed, this six episode mini-series is actually a prequel to the events that occur in season one. The titular character Spartacus never appears, but we get to see more of the villainous ludus owners, a ludus being a gladiator school or troupe, who own and train and fight the gladiators, and learn more about what it was like to be part of this establishment and owned and forced to fight in the arena against one's will. 


I hope to write a few blog posts on the degree of accuracy of the fight scenes in this series, but for now:  

1. General accuracy of the arms and armor and fighting styles: 

Much to my pleasant surprise, this is actually quite high. If you watch this show, the portrayal of the gladiators and their equipment is quite accurate, particularly since many cinematic depictions of gladiators are completely off.

The gladiators fought in certain distinctive ways using distinctive styles of armor and weaponry. During the latter part of the gladiatorial period, while there were local variations and locally known styles of fighters, the types allowed in the arena was largely proscribed by law.

For instance, in the scene below we witness two fighters. One of them is wearing heavy armor and carrying a straight, short sword -the Roman gladius- and carrying a large shield similar to what a legionnaire of the time would wear. This type was called a "mymillio" and the characters in the series refer to the fighters garbed and equipped in this way by that name.

The other carries two swords and is clearly intended to portray a "dimarchus," a gladiator who fight with two swords or one sword and a dagger.

To my mind there's nothing grossly wrong with the depiction of the Myrmillio. in the scene above. If I quibble, pontificate, and wax pedantic, then I must point out, for instance, that while his helmet does look like the helmet of a myrmillio, the perfect helmet for a myrmillio would look exactly this BUT with the addition of a fish, yes, a sculpted fish, added to the crest of the helmet. (This made more sense, from the Roman perspective, when you remember that a Myrmillio was often matched against a Retarius, the net and trident man. Therefore, ipso facto, par for the corso, ergoto, you would have a fisherman --the net and trident fighter-- fighting an opponent with a fish on his helmet. See! It makes perfect sense. Fisherman VS Fish. Understand that, learn some Latin and you'll soon be right up there, seeing the world from the traditional Roman perspective.)

And in a perfect world, the Myrmillio would also wear one greave, a piece of armor for his shin. Interestingly enough, most Myrmillio only had one greave, and it was on the right shin on the side opposite the heavy shield. While Roman soldiers wore them in pairs, gladiators often did not, and many of the carefully defined classes of gladiators wore just one with it being carefully prescribed as to which side of the body they wore it. If you look carefully this gladiator, this Myrmillio, has no leg armor, but you have to watch real carefully and be looking for this detail to even notice.

As for the character, Gannicus, the man with the two swords in the above clip, he is fighting in the style of a dimarchi. This is also a historically recognized style of gladiator, but one not as common as the myrmillio.

Here, I have a bigger quibble, a more glaring complaint. Historically the fighter really should be wearing a face concealing helmet, something much closer to that worn by the myrmillio in the clip.

Face concealing helmets were an important part of the dress of most gladiators. Not only did they protect the face, but they also concealed it, dehumanizing the wearer to his or her opponent. Gladiators were often paired off to fight with other members of their own ludus (school or troupe). And they had no choice in the matter,

Not only did they tend to fight harder when they couldn't see the face of their opponent, often a friend or colleague, but the concealing helmets often concealed their fear and anxiety about the match. Therefore face concealing helmets were a pretty standard part of most gladiators gear.

Interestingly enough, the retarius, the net and trident fighter, was one of the few types that did not normally wear a face concealing helmet.



A gladiator game I held at the Council of the Five Nations, a local adventure and historical game convention. I've since expanded the arena and built stands. If you blow up the picture you can see a pair of retarii, fighting a pair of secutors while a Myrmillo and a referee watch.
By contrast the only known period depiction of a dimarchi, a sculptural bas relief, shows him wearing a face concealing helmet and holding two swords, one of which is curved,

Yet throughout the Spartacus series characters tend to fight without helmets, Why? If you watch the scene, it's obvious. Gannicus is a handsome, well built man with an expressive face and a roguish grin.  If you watch, you can clearly see that he's quite comfortable in his role as star gladiator, enjoying the fight, the adulation of the crowds, and even the thrill of the kill. And if his face were concealed? Well, you'd get none of this. Characterization and story telling benefits in this case from the removal of the helmet.

If you watch the series, other types of gladiators are reasonably well portrayed --aside, of course, from that matter with the face concealing helmets. The characters usually seem to have a helmet where you can see their face or at least enough to get a sense of their emotions, or else, perhaps even more foolishly, they somehow manage to lose or pull off their helmets in the heat of battle.

Still the gladiators portrayed in the Starz TV series Spartacus do tend to fall within recognized historical types and be reasonably well portrayed.

The retarius are there, although interesting some do have helmets. The thracians with the curved swords. The hoplomachii with their long spear and small shields and faux Greek style helmets. The secutors, a type of gladiator that was equipped similar to the myrmillio but had a smoother, rounder, helmet so that it would be less likely to be snared in the net, All these can be seen, and are depicted with reasonable yet less than 100% accuracy, in the show.

Recommended books on Types of Gladiator and their 
Arms, Armor, and Fighting Styles


These three books all have good details on the types of gladiators and how they fought. My personal favorite is Nossov's Gladiator, Rome's Bloody Spectacle and I can't recommend it highly enough if the subject interests you. The Gladiators and Caesars book is also quite good, but be forewarned only one chapter of this book focuses specifically on gladiators. The others tend to discuss things like chariot racing or animal fighting or other arena and coliseum type events.


  

This is an unusual yet well done book that contains interesting but largely hypothetical descriptions on how to train and fight in a realistic manner that may be similar to how the Roman gladiators fought. It's currently being sold by two different publishers so it's available on Amazon from two different sources. After Paladin went bankrupt, the rights reverted to the author and it was soon re-released.


    

Finally, a pair of books on the history of the Spartacus revolt. I've read both of these (I've read everything I've linked to on this page. In some cases, you can even find my reviews on Amazon for the products.) and I definitely prefer Strauss's The Spartacus War over the Osprey book. I have however included the link to the Osprey book as many people (myself included) just like Osprey books and they don't take up much space on the shelf. 

      


Finally, if you wish to support this blog, please consider buying any of the following books, all written by yours truly. People who've read them, tell me they've enjoyed them. 


     

Smallpox in China, History of a Disease and its Response.


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1. Tell your friends and share the posts in social media, 
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Recently I wrote of Gavin Menzies and his writings advocating, among other things, a complete pre-Colombian series of Chinese discoveries of the Americas, Australia, and, quite honestly, pretty much anything that is generally considered to have been unknown to the Europeans and Chinese of the 15th Century. ( See Did the Chinese discover America? Is Gavin Menzies a genius? Hell, no. Smallpox shows they did not. June 05, 2018 ). I argued there that if the Chinese had arrived in America before the Europeans, then they, not the Europeans, would have brought the first smallpox epidemic to the new world. Here, in a paper from my graduate level studies at Cornell, I write about smallpox in China and its history.


Smallpox in China, 
History of a Disease and its Response.

From: https://www.historyofvaccines.org/index.php/content/chinese-smallpox-inoculation 


Historically smallpox has been one of the most devastating diseases to affect mankind. Therefore it should be no surprise that throughout history not only has there been great fear of smallpox, but that there has also been a great interest in identifying, treating and protecting from the disease. This paper covers the history of smallpox in pre-modern China and the response to the disease.

WHAT IS SMALLPOX?
     Before one can cover the history of smallpox in China, it would help to give some background on the disease itself and its effects and status in today’s world.
     Today smallpox is considered eradicated in nature, but since stockpiles are known to exist in the United States and Russia, and since it is possible that there may be secret stockpiles elsewhere,[1] there is still a great fear of the disease.[2]
     Smallpox is caused by a virus called the variola virus. It is related to cowpox, monkeypox and vaccinia and a member of the family poxviridae and the genus orthopoxvirus.[3]
     This virus is spread by person-to-person contact, primarily by either droplets expelled from the oropharynx of an affected person or by direct contact with skin lesions or respiratory secretions. The disease can also be spread by contact with contaminated laundry or clothing, a common vector of transmission during historical outbreaks.[4] 
     When the virus infects a person, incubation lasts about twelve days, at which time the affected person develops the following signs and symptoms: abrupt fever, malaise, rigors, headache, backache and vomiting. Fifteen percent of those affected develop changes in mental status and often exhibit delirium. Two to three days after this event, a rash appears on the face, hands and forearms. Later the rash spreads, reaching the lower extremities. In eight to fourteen days the rash begins to scab and heal, often leaving scars.[5] This rash first appears in the mucosa of the mouth and pharynx.[6]    
     The rash is marked by eruption of papules at first, these then progress into vesicles, then pustules and eventually change into pock marks.[7]  In the days before the eradication of smallpox, when the disease was endemic, these scars were common and greatly feared. In ancient China, it was reported that such scars usually lasted one year.[8]
     Today the primary means of dealing with smallpox is through prevention done through widespread immunization programs. Should the disease reappear, however, perhaps through a terrorist attack, emergency personnel are trained to provide respiratory and contact isolation of all affected or potentially affected persons. These patients should also be quarantined for seventeen days.[9] Although the time that the virus can live outside of a human body is unknown with certainty, it is probably several months.[10]
          Hypochlorite solutions inactivate the smallpox virus outside of a person, reducing its chance of spread, but treatment of infected people is mostly supportive since once affected anti-biotics will not kill smallpox as it is caused by a virus. It is estimated that thirty percent of those affected will die, and that even though immunization is recommended, immunization is considered to be only 97% effective in preventing the disease from developing in those exposed.[11]   
     It is a deadly virus and undoubtedly it is significant that it not just provoked fear historically, but that it continues to provoke fear today.  

SMALLPOX IN CHINESE HISTORY


     There is great debate over the date of the first smallpox outbreak in China. Although the first known report of an outbreak dates from the late third or fourth century A.D., the report is of a historical nature and there is great debate as to the time period it refers to when describing the outbreak.[12] Many Chinese believed the disease to have arrived in China carried by foreign soldiers.[13]  
     From the fourth century, Chinese were able to clinically identify smallpox. It was referred to as "bean lesion" or "bean eruption." At this time the Chinese believed that the disease was caused by a poisonous form of qi.[14]
      Despite this belief, in China from this time onward, there were many theories about how smallpox was spread. The 610 A.D., medical text, the Zhu bing yuan hou lun, states that smallpox was caused by an over-accumulation of heat toxin and that it originated from being hurt in the winter or else from unseasonable qi.[15]  
From the fifth century onwards, however, there was a shift in the perception of smallpox in China. Since the disease was endemic, and since people were usually affected only once, as exposure and survival conferred immunity upon the survivors, the majority of people who caught smallpox were children. This was because while most adults had been exposed, children had often not yet been exposed. Because of this, from the Five Dynasties period and the Song and Yuan Dynasties period, smallpox was widely regarded as a children’s or pediatric disease.[16] 
     After the Song period, these two ideas became combined and it was widely believed that smallpox was caused by “fetal toxins” (zang fu) passed from the mother during pregnancy whose effect was then triggered by certain external factors.[17] Treatments and preventative measures varied widely as did belief in the details of the causes of the disease.[18] 
During the Ming dynasty (1368-1644), smallpox was rare among the peoples to the north of China, so rare that most Chinese considered the disease to be non-existent among them.[19] Among Chinese, however, the disease was still common. Theories about the disease and its spread shifted further, and the disease and its spread became interpreted with the concepts of systemic correspondence such as described in the Huang-ti nei Ching, including the five phases of matter and a complex system that described the spread and effects of the disease using a cycle of 60 days and other correspondences.[20]  
Nevertheless, it was still believed that even if there were predetermining factors, an external agent was needed to provoke the onset of smallpox. For instance, if a child were to become frightened, angry or fall down, or eat an unhealthy, overly spicy diet, or be nursed by a woman who ate an overly spicy diet, then these, as well as other factors, were believed to cause the disease to erupt.[21]  
It was theorized that since there was no evidence of people in China in ancient times having smallpox, the early Chinese were wiser and had lived lives of careful moderation and had thus avoided provoking the onset of the disease.[22] 
     As for the northerners, although they too were seen as having been exposed to “fetal toxins,” they were also seen as not having been exposed to “hot qi” prior to having entered the southern regions such as China.
Prior to the late Ming dynasty, smallpox was so widespread as to be seen as natural, and this perception of smallpox as a natural thing affected treatment decisions. As Chang Chia Feng wrote in his essay “Dispersing the Foetal Toxin of the Body: Conceptions of smallpox aetiology in Pre-Modern China”:

Since most of the population had undergone this predictable development, people gradually became convinced that contracting smallpox was an inevitable fate. Smallpox was seen as a common event in life, and was considered as a crucial turning point in determining whether or not a child would grow up successfully. Developing smallpox was thought to be as natural and usual a phenomenon as a snake shedding its skin. It inspired physicians to assert that smallpox should be allowed to run its course spontaneously, and did not need medical treatment at all. Providing treatment to those with “shang deng dou” (first class smallpox) or “zhuang yuan dou” (grade one smallpox) could be dangerous or even fatal. The pox of such were seen as normal and good. Those which   demanded medical treatment were exceptional types of smallpox, whose pox were considered abnormal in appearance, and which were attributed to various causes, such as having received too much tai du [fetal toxins], or having disobeyed the restriction of touching any filth or stinking substance in the course of the disease. [23]    

Needham states that during this time people would pray not to avoid smallpox but instead simply to ask for a mild attack, a happy recovery and not too much scarring.[24]  

VARIOLATION AND IMMUNIZATION ARE INVENTED IN CHINA

In the late Ming dynasty, however, the situation changed when the Chinese invented variolation.[25] Variolation was a technique for inducing a small attack of the virus in a person in a controlled or semi-controlled fashion. When this was done the body would develop anti-bodies to fight the virus and from then on the chances of infection were greatly reduced. 
 The Chinese of the time however, unaware of anti-bodies or germ theory, naturally had their own explanation as to why variolation worked. The believed the process was  designed to rid the body of the “fetal poisoning” and accompanied it with various rituals that were supposed to help with effectiveness.[26] Although at first variolation was only practiced by a small group of radical healers, it ultimately became more accepted as the secrecy surrounding the technique broke down.[27]
Chang Chia-feng states that there were five different forms of variolation, although he does not give the details.[28]
One method was to take the scabs from a child with a mild case of smallpox, grind the scabs into a powder, mix the powder with water or wine, dip a cotton ball into the mixture, and then place the cotton ball inside a person's nasal passage thus exposing them to the disease.[29]
Needham provides a detailed passage describing the technique:

Method of storing the incolum (Tshang Miao Fa).

           Wrap the scabs carefully in paper and put them into a small container bottle. Cork it tightly so             that the activity (chhi) is not dissipated. The container must not be exposed to sunlight nor                   warmed beside a fire. It is best to carry it for some time on the person so that the scabs dry                   naturally and slowly. The container should be marked clearly with the date on which the                       contents was taken from the patient.
In winter the material has Yang chhi within it, so it remains active even after being kept from thirty to forty days. But in summer the Yang chhi will be lost in approximately twenty days. The best inoculum is that which has not been left too long, for when the Yang chhi is abundant it will give a ‘take’ with nine persons out of ten; but as it gets older it gradually loses its activity, giving perhaps a ‘take’ with only five five out of ten people –and finally it becomes completely inactive, and will not work at all. In situations where new scabs are rare and the requirement is great, it is possible to mix new scabs with the more aged ones, but in this case more of the powder should be blown into the nostril when the inoculation is gone.[30]     

Needham also states that in the Chung Tou Chih Chang, and eighteenth century text, the “innoculum” (material for inoculating”) was either lymph or scabs and was carried in a bamboo tube, carefully corked. The material was supposed to be carried in the physician’s pocket where it could “receive qi” unless the weather was quite hot in which  case it should be stored in a cool place.[31]
Some pre-modern Chinese physicians also advocated the sharing of clothing between persons affected with smallpox and those unaffected in order to provoke an onset of the disease and confer immunity upon a person, although others argued that this was not an effective method of immunization. Naturally this was explained in terms of transferring qi.[32]
Since the Manchus came from an area where smallpox was rare, they tended to catch the disease in large numbers when exposed and thus had a particularly great fear of the disease. [33]
During the reign of Kangxi during the Ching dynasty, Zhu Chunghu was sent to practice variolation among the Mongols.[34] In the seventh year of his reign, the Emperor Kang-xi implemented a program to begin the variolation of the imperial family. He then also began variolation among the Mongols.[35] 

THE SPREAD OF VARIOLATION


The exact origins and spread of variolation are uncertain, but the Turks also used the practice.[36]
Although Needham admits the Europeans learned of immunization from the Turks, he also argues that not only could the Europeans have learned it earlier if they had paid more attention to the Chinese, but he also argues that the Turks actually did learn the practice from the Chinese in the first place.[37] For instance, Needham says that Europeans first learned of immunization and variolation “just before 1700 A.D.” in letters from China to the “Royal Society.”[38]  
Although there’s controversy and swirling claims over the exact course of events, one generally accepted view is that Europeans learned of immunization when the wife of an eighteenth century Turkish ambassador learned of Turkish “smallpox parties.” At these parties persons would expose themselves to smallpox in a controlled fashion in order to induce a mild case of the disease. Once having survived a mild case of the disease they knew the likelihood of catching smallpox in the future was miniscule.[39]
Edward Jenner is credited with having invented an early form of modern inoculation in 1798 in England.[40]
Jennerian Vaccination was introduced into China by Dr. Alexander Pearson in 1805. It was taken up only slowly. There were many technical problems involving the preservation and obtaining of vaccines.[41] Free vaccinations were offered by charitable organizations and institutions. [42]  One response was to sinicize the theory of the Jennerian vaccine, finding its roots or justification within Chinese tradition:

Because the cow is an animal which belongs to Earth, Human spleen belongs to Earth. Using Earth, the same Qi will mutually stimulate, the same category will mutually breed. Therefore, it can have such an effect.[43]

One 1817 Chinese discussion mentioned vaccination being done through acupuncture points.[44] Although inoculation had many advantages over variolation, such as a better theoretical base, easier delivery and improved safety, all of which facilitated the mass inoculations that led to the conquest of smallpox, variolation continued in China, particularly in rural areas, well into the twentieth century. Naturally economics was one reason for this but there were also many who simply preferred variolation, considering it to cause less suffering and produce less pockmarks than inoculation.[45] 

CONCLUSION


In conclusion, smallpox was historically one of the most feared and deadly of diseases, both inside and outside China. The Chinese interpreted this disease through their own cultural framework and explained its spread through the same theoretical framework. Treatments were also done through this framework. Eventually the disease became endemic and was seen as a normal part of life, particularly childhood. Surviving smallpox was seen as one of the challenges a child passed through on their way to adulthood, should they live to do so (and, obviously, in pre-modern China, few assumed that a child would live to adulthood.) In the mid-Ming dynasty, the situation changed with the development of variolation, an immunization method created by the Chinese. The process spread and became more popular over the next few centuries. Ultimately, the West learned about immunization techniques, largely from the Turks and some, such as Needham, argue that the Chinese may have learned the technique from the Turks. The West improved the technique, however, and brought it back to China. Today smallpox has been eradicated in nature, and only exists in laboratories. Nevertheless, it still inspires fear and interest in smallpox immunization techniques is still widespread.

ENDNOTES




[1] Pages 4-6, Johnathan B. Tucker, editor and  author of the introduction, “Introduction”to Toxic Terror –Assessing Terrorist Use of Chemical and Biological Weapons, 2000, Monterey Institute of International Studies,  MIT Press, Cambridge MA.
 
[2] Although it lies far outside the scope of this paper, since smallpox is a potential bioterrorism weapon, and since terrorists have been known to use suicide attacks as a tactic, one means by which a terrorist organization might induce an outbreak of smallpox upon a target is to simply infect a person, presumably a volunteer willing to die for “their cause,” and then have that person travel to the area where they wish an outbreak to occur.

See Page 65,  E.Bush-Petersen, “Smallpox- Preparing for the Emergency,” pages 57-67, in Ellipse, 18(3):57-68, 2002. found on-line at http://www.baxter.de/fachkreise/bioterrorismus/Baxter_Ellipse_Smallpox.pdf

[3] Stephan L. Foster and L.Brian Cross, 11/05/02, “Smallpox ---the immunization connection,” in Welcome to U.S.Pharmacist,  on line publication at http://uspharmacist.com/index.asp?show=article&page=8_997.htm

[4] Page 58,  E.Bush-Petersen, “Smallpox- Preparing for the Emergency,” pages 57-67, in Ellipse, 18(3):57-68, 2002. found on-line at http://www.baxter.de/fachkreise/bioterrorismus/Baxter_Ellipse_Smallpox.pdf
 
[5] Pages 70-71, Robert A. DeLorenzo and Robert S. Porter. 2000. Weapons of Mass Destruction –Emergency Care, Brady,Prentice Hall Health, Upper Sadddle River, New Jersey.
 
[6] Page 59,  E.Bush-Petersen, “Smallpox- Preparing for the Emergency,” pages 57-67, in Ellipse, 18(3):57-68, 2002. found on-line at http://www.baxter.de/fachkreise/bioterrorismus/Baxter_Ellipse_Smallpox.pdf
 
[7] Stephan L. Foster and L.Brian Cross, 11/05/02, “Smallpox ---the immunization connection,” in Welcome to U.S.Pharmacist,  on line publication at http://uspharmacist.com/index.asp?show=article&page=8_997.htm

[8] Page 24, Chia-feng Chang, ”Dispersing the Foetal Toxin of the Body: Conceptions of smallpox aetiology in Pre-Modern China,” in Contagion –Perspectives from Pre-Modern Societies, Edited by Lawrence I Conrad and Dominik Wujastyk, 2000, Ashgate, England.

[9] Pages 70-71, Robert A. DeLorenzo and Robert S. Porter. 2000. Weapons of Mass Destruction –Emergency Care, Brady,Prentice Hall Health, Upper Sadddle River, New Jersey.

[10] Page 58,  E.Bush-Petersen, “Smallpox- Preparing for the Emergency,” pages 57-67, in Ellipse, 18(3):57-68, 2002. found on-line at http://www.baxter.de/fachkreise/bioterrorismus/Baxter_Ellipse_Smallpox.pdf

[11] Pages 70-71, Robert A. DeLorenzo and Robert S. Porter. 2000. Weapons of Mass Destruction –Emergency Care, Brady,Prentice Hall Health, Upper Sadddle River, New Jersey.

[12] Page 23, Chia-feng Chang, ”Dispersing the Foetal Toxin of the Body: Conceptions of smallpox aetiology in Pre-Modern China,” in Contagion –Perspectives from Pre-Modern Societies, Edited by Lawrence I Conrad and Dominik Wujastyk, 2000, Ashgate, England.

[13] Page 30, Chia-feng Chang, ”Dispersing the Foetal Toxin of the Body: Conceptions of smallpox aetiology in Pre-Modern China,” in Contagion –Perspectives from Pre-Modern Societies, Edited by Lawrence I Conrad and Dominik Wujastyk, 2000, Ashgate, England.

[14] Page 24, Chia-feng Chang, ”Dispersing the Foetal Toxin of the Body: Conceptions of smallpox aetiology in Pre-Modern China,” in Contagion –Perspectives from Pre-Modern Societies, Edited by Lawrence I Conrad and Dominik Wujastyk, 2000, Ashgate, England.


[15] Page 24, Chia-feng Chang, ”Dispersing the Foetal Toxin of the Body: Conceptions of smallpox aetiology in Pre-Modern China,” in Contagion –Perspectives from Pre-Modern Societies, Edited by Lawrence I Conrad and Dominik Wujastyk, 2000, Ashgate, England.


[16] Page 24, Chia-feng Chang, ”Dispersing the Foetal Toxin of the Body: Conceptions of smallpox aetiology in Pre-Modern China,” in Contagion –Perspectives from Pre-Modern Societies, Edited by Lawrence I Conrad and Dominik Wujastyk, 2000, Ashgate, England.

[17] Page 25, Chia-feng Chang, ”Dispersing the Foetal Toxin of the Body: Conceptions of smallpox aetiology in Pre-Modern China,” in Contagion –Perspectives from Pre-Modern Societies, Edited by Lawrence I Conrad and Dominik Wujastyk, 2000, Ashgate, England.

[18] Page 24-27, Chia-feng Chang, ”Dispersing the Foetal Toxin of the Body: Conceptions of smallpox aetiology in Pre-Modern China,” in Contagion –Perspectives from Pre-Modern Societies, Edited by Lawrence I Conrad and Dominik Wujastyk, 2000, Ashgate, England.

[19] Page 177, Chang Chia-feng, 2002. "Disease and its impact on Politics, Diplomacy, and the Military: The Case of Smallpox and the Manchus (1613-1795)," in "The Journal of the History of Medicine," Vol. 57, April 2002,. Pages 177-197.

[20] Page 30-31, Chia-feng Chang, ”Dispersing the Foetal Toxin of the Body: Conceptions of smallpox aetiology in Pre-Modern China,” in Contagion –Perspectives from Pre-Modern Societies, Edited by Lawrence I Conrad and Dominik Wujastyk, 2000, Ashgate, England.

[21] Page 30, Chia-feng Chang, ”Dispersing the Foetal Toxin of the Body: Conceptions of smallpox aetiology in Pre-Modern China,” in Contagion –Perspectives from Pre-Modern Societies, Edited by Lawrence I Conrad and Dominik Wujastyk, 2000, Ashgate, England.

[22] Page 31-32, Chia-feng Chang, ”Dispersing the Foetal Toxin of the Body: Conceptions of smallpox aetiology in Pre-Modern China,” in Contagion –Perspectives from Pre-Modern Societies, Edited by Lawrence I Conrad and Dominik Wujastyk, 2000, Ashgate, England.

[23] Page 36, Chia-feng Chang, ”Dispersing the Foetal Toxin of the Body: Conceptions of smallpox aetiology in Pre-Modern China,” in Contagion –Perspectives from Pre-Modern Societies, Edited by Lawrence I Conrad and Dominik Wujastyk, 2000, Ashgate, England.

[24] Page 2, Joseph Needham, 1980. China and the origins of immunization,  Centre of Asian Studies, University of Hong Kong.

[25] Page 36, Chia-feng Chang, ”Dispersing the Foetal Toxin of the Body: Conceptions of smallpox aetiology in Pre-Modern China,” in Contagion –Perspectives from Pre-Modern Societies, Edited by Lawrence I Conrad and Dominik Wujastyk, 2000, Ashgate, England.

[26] Page 7, Dominik Wujastyk no date,  “The reception of Western Medicine in China.”  Online essay

[27] Page 6-7, Joseph Needham, 1980. China and the origins of immunization,  Centre of Asian Studies, University of Hong Kong.

[28] Page 178, Chang Chia-feng, 2002. "Disease and its impact on Politics, Diplomacy, and the Military: The Case of Smallpox and the Manchus (1613-1795)," in "The Journal of the History of Medicine," Vol. 57, April 2002,. Pages 177-197.


[29] Page 178 ff, Chang Chia-feng, 2002. "Disease and its impact on Politics, Diplomacy, and the Military: The Case of Smallpox and the Manchus (1613-1795)," in "The Journal of the History of Medicine," Vol. 57, April 2002,. Pages 177-197.


[30] Page 18, from “Chung Tou Hsin Shu” by Chang Yen quoted in Joseph Needham, 1980. China and the origins of immunization,  Centre of Asian Studies, University of Hong Kong.

Needham states that this book was written in 1941 A.D. but this may be a typo. On the same page he compares this to “other eighteenth century texts” and states that the description is quite close to that of many eighteenth century texts that describe variolation practices

[31] Page 18-19, Joseph Needham, 1980. China and the origins of immunization,  Centre of Asian Studies, University of Hong Kong.

[32] Page 36, Chia-feng Chang, ”Dispersing the Foetal Toxin of the Body: Conceptions of smallpox aetiology in Pre-Modern China,” in Contagion –Perspectives from Pre-Modern Societies, Edited by Lawrence I Conrad and Dominik Wujastyk, 2000, Ashgate, England.
.
[33] Page 180, Chang Chia-feng, 2002. "Disease and its impact on Politics, Diplomacy, and the Military: The Case of Smallpox and the Manchus (1613-1795)," in "The Journal of the History of Medicine," Vol. 57, April 2002,. Pages 177-197.


[34] Page 178, Chang Chia-feng, 2002. "Disease and its impact on Politics, Diplomacy, and the Military: The Case of Smallpox and the Manchus (1613-1795)," in "The Journal of the History of Medicine," Vol. 57, April 2002,. Pages 177-197.

[35] Page 178, Chang Chia-feng, 2002. "Disease and its impact on Politics, Diplomacy, and the Military: The Case of Smallpox and the Manchus (1613-1795)," in "The Journal of the History of Medicine," Vol. 57, April 2002,. Pages 177-197.


[36] Page 410, Sayili, Aydin M. Turkish Medicine, Turkish Medicine, by Aydin M. Sayili
Isis © 1937 The History of Science Society
Published by The University of Chicago Press

Pages 403-414. Sayili, Aydin M. Turkish Medicine, Turkish Medicine, by Aydin M. Sayili
Isis © 1937 The History of Science Society
Published by The University of Chicago Press

[37] Page 28-19, Joseph Needham, 1980. China and the origins of immunization,  Centre of Asian Studies, University of Hong Kong.

[38] Page 3, Joseph Needham, 1980. China and the origins of immunization,  Centre of Asian Studies, University of Hong Kong.

[39] Page 4, Joseph Needham, 1980. China and the origins of immunization,  Centre of Asian Studies, University of Hong Kong.

This is a widely repeated story and is also found, with more details, at Page 60,  E.Bush-Petersen, “Smallpox- Preparing for the Emergency,” pages 57-67, in Ellipse, 18(3):57-68, 2002. found on-line at http://www.baxter.de/fachkreise/bioterrorismus/Baxter_Ellipse_Smallpox.pdf

[40] Page 4-5, Joseph Needham, 1980. China and the origins of immunization,  Centre of Asian Studies, University of Hong Kong.

[41] Page 6, Dominik Wujastyk no date,  “The reception of Western Medicine in China.”  Online essay

[42] Page 6, Dominik Wujastyk no date,  “The reception of Western Medicine in China.”  Online essay

[43] Page 6, Dominik Wujastyk no date,  “The reception of Western Medicine in China.”  Online essay

Wujastyk does not state where this quote originally came from and I was not able to learn myself before deadline.

[44] Page 6, Dominik Wujastyk no date,  “The reception of Western Medicine in China.”  Online essay

[45] Page 7, Dominik Wujastyk no date,  “The reception of Western Medicine in China.”  Online essay

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