Fordlândia: The Dearborn Carmaker’s Amazon Folly

Biographical, Economic history, Geography, International Relations, Regional History

Pioneering American industrialist Henry Ford built his first commercial automobile in 1901, and went on in the years following to revolutionise the motor vehicle industry with his eponymous Model T Ford and his innovative assembly line production techniques. With the advent of Fordism (a system involving modern technological machinery and standardised production in high volumes) Ford was paying his auto industry employees an (at the time) unprecedented $5 a day! However it came with very consequential strings (a dehumanisation of the workplace and the loss of workers’ individual autonomy).

By the 1920s Ford was pursuing a plan to harness the waters of the Tennessee River to power a proposed 75-mile long mega-city, which the car-maker proclaimed would be a “new Eden” in northwest Alabama. A concerted campaign by political opponents within the US however blocked Ford’s efforts to get the scheme off the ground ‘[‘Valley of Visions’, (Adam Bruns), Site Selection Magazine, May 2010, www.siteselection.com]. Vexated but undaunted, Ford turned to the remote Amazon jungle for his next big project.

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The rubber market and “latex gold”
Rubber was in high demand by car manufacturers like Ford and his American rivals General Motors and Chrysler. Rubber is the source of latex, which is vulcanised to create car tyres and for a range of other vehicle parts (eg, valves, gaskets, hoses, electrical wiring). The problem for Ford and other manufacturers was that the European colonial powers, France, the Netherlands and (especially) Britain, had an established monopoly on the production of rubber through their profitable South-East Asian colonies (Malaysia, the East Indies, Vietnam, Ceylon). Ford was particularly concerned that the British, spearheaded by its secretary for colonial affairs Winston Churchill, was intent on creating a rubber cartel to further monopolise the valuable product for the Europeans. The industrialist therefore was looking round for a cheaper way of sourcing rubber…he briefly considered planting rubber trees in the Florida Everglades but that didn’t turn out to be promising. His focus eventually fixed on Brazil and its vast Amazon Basin (see also the Footnotes).

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Eyes on Brazil

From 6,000 km away in Ford’s Dearborn  car ‘empire’ headquarters, the Amazon looked a logical location for a rubber plantation. It was after all the original (and therefore seemingly the natural) environment for producing latex, being the home of the plant Hevea brasiliensis, used to make the most elastic and purest form of latex!

Ford’s idealistic and ideological vision
Clearly Henry Ford saw the long-term business advantages of securing a consistent supply of latex at the most favourable prices, but in his public pronouncements he let it be known that he viewed the Brazilian project as something grander than an attempt to corner a resource market  – “a civilising mission” no less! Ford regularly couched his intervention in Amazonia in terms of it being an act of “benevolence to help that wonderful and fertile land” [‘Lost cities #10: Fordlandia – the failure of Henry Ford’s utopian city in the Amazon’, (Drew Reed), The Guardian, 19-Aug-2016, www.theguardian.com]. While some of the car manufacturer’s overblown utterances may have been an indulgence in PR, the Amazonian venture (and the fact that he persisted with it long, long past its use-by-date) suggests that the idea of Fordlândia represented something in his core that was deeply idealistic. Greg Grandin in his epic study of the Fordlândia experiment, has noted that despite the runaway success of his Detroit-based business empire, Ford had become increasingly disatisfied with modern American society and culture as he saw it, there was a whole catalogue of things that he abhorred…including war, unions, alcohol, cigarettes, cow’s milk(!), modern dance, Wall Street financiers, Jews, the creeping intervention of government into business and into American life as a whole [Fordlândia: The Rise and Fall of Henry Ford’s Forgotten Jungle City, (2010)].

A blinkered idealism
Ford saw in the challenge of carving a viable city out of the Brazilian wilderness, a potential antidote to all he disliked about his homeland – a way to recreate “a vision of Americana that was slipping out of his grasp at home” [ibid.]. Another driver in Ford’s Amazonian quest was the unflinching faith in his capacity to replicate the Dearborn business success elsewhere, including the Amazon jungle. This idealism led Ford, even when things went “pear-shaped” in Fordlândia “to deliberately reject the expert advice” and blindly cling to his peculiarly personal notion of trying “to turn the Amazon into the Midwest of his imagination” [ibid.]. Moreover, Grandin notes, that the greater the reverses of  Henry’s rubber enterprises in the Amazon, the more the carmaker would describe his ‘mission’ in Brazil in idealistic terms – Fordlândia would, he stressed repeatedly, bring economic stability and increases in the standard of life to the impoverished people of the Brazilian interior; the new city would support 10,000 people, etc [ibid.].

Initially, the government and it seems, the Brazilian people in the main, welcomed Ford’s Amazonian industrial city. Brazilian officials, especially consul José de Lima, went to great pains to woo the American carmaker once his interest in the Amazon became known. Some Brazilian officials even heaped overly-lavish, religiously evocative praise on Ford , calling him the “Jesus Christ of Industry”, the “Moses of the Twentieth Century” and “the salvation of Brazil’s long-moribund rubber industry” [ibid.].

By the terms of the business deal, Ford would pay the Brazilian government about US$125,000 for 5,625 square miles of land and the company was to be exempt from taxes. Under the concessions Ford’s city was to be granted an autonomous bank, police force and schools, to many observers it was a violation of Brazilian sovereignty…”it was as if Ford had the right to run Forlândia as a separate state”. The sceptical Santarém (local) press mockingly referred to the Dearborn (Michigan) car manufacturer as “São Ford” (“St Ford”) [ibid.].

The blueprint for Fordlândia
Ford poured a massive amount of resources into his (new) utopian ‘dream’ city. The plant was equipped with “state-of-the-art” processing facilities. No expense was spared on constructing the American village (known locally as Vila Americana) which was reserved for American management. It was equipped with a swimming pool, a golf course, tennis courts, a library, schools and a hospital. Not surprisingly, the de luxe conditions of the Americans’ village was in grotesque contrast with that of the Brazilian workers whose rudimentary houses lacked even running water [ibid.].

Setbacks and drawbacks
The jungle site picked out for Ford’s prefabricated industry town was Aveiro on the River Tapajós, in the state of Pará.  From the get-go in 1928 things did not go well! First off, clearing the dense jungle for the site was really hard (and dangerous) work…even with Ford’s promise to pay high wages to the locals, labour was in short supply. The project’s logistics provided another headache, the location’s communications and transportation had serious shortcomings, The location was hilly and there were no roads to Aveiro so movement was by boat up and down the river, and seasonal climatic conditions tended to impede access (also latter on hindering the cargo vessels trying to reach Fordlândia to load up the latex).

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“Agri-ignorance”
The task of planting rubber trees was thoroughly error-ridden. Ford’s managers used antiquated planting techniques, the team lacked basic knowledge of tropical agriculture. A fundamental flaw that proved critical was the company’s  practice (ignoring the advice of Brazilian botanists) of planting the rubber trees too close to each other, this resulted in making the plantings susceptible to disease (enabling the destructive South American leaf blight to move easily from tree to tree) [ibid.].

Illness caused by the harsh tropical location wreaked havoc with the work force (especially the migrant workers but also affecting the American staff). Workers went down with various ailments (malaria, VD, yellow fever, beriberi, parasites, snake bites, etc) placing a strain on the already overwhelmed company health services [ibid.].

Subverting worker morale
Ford imposed strict conditions of behaviour on the work force – in keeping with his personal puritanical code. A prohibition ban was imposed (to match the prevailing injunction on alcohol in the US at the time). In light of the severely harsh conditions they were working under, Ford’s “absolutely no tolerance” liquor policy was totally unrealistic. Workers were forced to endure a regime of rigid conformity – regimentation of plantation life, adhering to strict standards of discipline and hygiene. And to make things even more onerous, Ford introduced the same, notorious heavy-handed yolk of enforcement he employed in the River Rouge automobile plant in Detroit. Ford’s “Big Brother” like Service Department men were employed to carry out highly intrusive spot searches on workers’ quarters to ensure compliance with the edicts.

7405683B-B783-423E-B198-22948C4EDE1CAmericanisation overkill
Ford insisted that the migrant workers at Fordlândia adhere to Americanised conditions of work and services which ignored the local realities and cultural norms. This meant everyone got American-style housing with metal roofs which were conductors of the already intense tropical heat (in preference to the more sensible natural thatch roofs they were used to in Brazil). Another “First World” error by Ford was to build workers’ houses close to the ground…the locals in the Amazon knew to build high up on stilts so that they didn’t get overrun with animals and insects! Ford was insistent on interfering with the Brazilians’ diets, workers were fed unfamiliar food like hamburgers, whole-wheat bread and unpolished rice, and they were encouraged to plant flowers and vegetables on their plots. The American managers, with scant regard for the workers, forced them to work in the middle of the day in full tropical sun. Inevitably, the migrant workers staged a revolt against the management practices, known as Quebra-Panelas (the “Breaking Pans”). They rioted in late 1930, protesting against Ford’s imposed conditions, and the Brazilian army had to intervene to restore order (with management making some concessions with regard to the food) [ibid.].

Erratic managerial direction
Part of the problem with Fordlândia was with the management. They’re was a rapid turnover of managers in the first two years of the settlement.  Ford’s often wrong-headed policies were not easy to implement, but some managers were not up to the task and others just couldn’t hack it in the extremely challenging and arduous Amazon and quit. Unsurprisingly, with mismanagement morale plummeted, the American staff increasingly engaged in wild parties and drunken revelry.  It wasn’t until Scot Archibald Johnston was put in charge at the end of 1930 that progress started to be made at Fordlândia.  Johnston was able to improve the infrastructure, enhance the lifestyles of employees’ – new entertainments and recreations – film and dance nights, gardening, football games (overturning Ford’s earlier ban) and more education options. Grandin feels that under Johnston’s management, the city “came closest to Ford’s original ideal”. But still the yields of latex didn’t come remotely close to the company’s anticipated returns.

4412DA21-392C-47AA-85D1-E3A2E8B393CFWith the lack of commercial success, the original Brazilian government enthusiasm for Ford’s project waned badly. Even from the start there had been critics of the done deal that was vague on many details and required Ford to use only 40 % of his land grant for the production of latex. Eventually, there was a loss of credibility for Fordlândia – with the situation showing little improvement, the Brazilian middle classes ultimately could not square Ford’s “self-promoted reputation for rectitude and efficiency” with the reality of the plantation’s dismal track record [ibid.]

FN 1: British ‘Bio-piracy’
The European monopoly on rubber had its origins in the unscrupulous actions of British botanist Henry Wickham who clandestinely pilfered Hevea seeds out of the Amazon in the late 19th century. These were propagated successfulyl in Asia, putting the three colonial powers in a frontline advantageous economic position in the trade. The sale of latex, especially to the US auto industry which needed rubber for the expansion of the burgeoning industry, helped Great Britain and France pay off its (WWI) war debts [Grandin, op.cit.].

FN 2: The “latex lords”
Before the rise of the Asian rubber plantations, Brazil was the dominant world supplier…in the second half of the 19th century, processed rubber accounted for 40% of Brazil’s total exports. The Amazon’s big towns, Manaus and Belem, profited spectacularly from the rubber boom as witnessed by the magnificent BeauxArts palaces and grand neoclassical municipal buildings that sprang up. By the early 1920s however, the country’s rubber industry had bottomed out and Brazil was bankrupt [ibid.].8AA4C2F1-C6C5-485B-B7E9-59AF6443F91A
••••——••——•••——••——•••——••———••——•••——••——••——••——•••———••——••——••••
so successful that the Ford Motor Company had captured over half the US auto sales market by 1921
rubber cultivation thrived in South-east Asia due to a combination of factors – the parasites (insects and fungi) that feed off the rubber in Brazil were not present; the cross-breeding of trees led to increased yields of sap. The plantations were close to ports (cf. Brazil), reducing the transportation costs. Lastly, the cost of labour (principally derived from China) was significantly lower [Grandin, op.cit.]

as it transpired, the deal was not as great as the Detroit carmaker thought …”swindled by a Brazilian con artist” Ford paid around three-times the value of the land [G Grandin, Empire’s Workshop: Latin America, The United States and the Rise of the New Imperialism, (2005)]

  a hardship compounded by the company providing the clearers with very poor housing conditions
and impossible to fully enforce…plantation workers got round the prohibitions (Ford’s ‘puritanism’ extended to bans on women in the town, on smoking and on the playing of football as well) by establishing illicit bars, nightclubs and brothels on the so-called “Island of innocence”, [‘Fordlândia’, Wikipedia, http://en.m.wikipedia.org]
leading some Brazilians to speculate that Ford’s real motives for intervening were to seek oil, gold and political leverage [Grandin, op.cit.].

Robinson Crusoe, the Making of a Universal and Versatile Myth

Biographical, Creative Writing, Geography, Literary & Linguistics, Popular Culture, Travel

Robinson Crusoe Tercentenary, 1719-2019

3451C32D-A5EC-4678-A59E-FC9A8DB57BB4Three hundred years ago this coming April, London merchant-cum-journalist Daniel Defoe published his debut novel anonymously✱ – it was to become one of the most iconic and most imitated literary works ever…it began with a title page descriptor that read in full:

The Life and Strange Surprising Adventures of Robinson Crusoe, Of York, Mariner: Who lived Eight and Twenty Years, all alone in an un-inhabited Island on the Coast of America, near the Mouth of the Great River of Oroonoque; Having been cast on Shore by Shipwreck, wherein all the Men perished but himself. With An Account how he was at last as strangely deliver’d by Pyrates.

74E3659A-FFFB-42DA-B2B0-FCCA848D2F79Once “cast on Shore by Shipwreck”, Crusoe, isolated and alone, is forced to make the best  of a perilous predicament in an alien and challenging environment. His solitary, epic struggle in the face of hardships and the existence of threats from wild animals and the unknown elevates the story to mythic proportions. The myth is complete when Crusoe ultimately succeeds in conquering all impediments and fashions the island into his own “miniature Great Britain”.

A multiplicity and diversity of readings
Robinson Crusoe is a multifaceted work of fiction, viewable from a number of different perspectives. On a straightforward level its an adventure novel and a travel book (rather than a guide) tantalising the 18th century Englishman and woman with a sense of faraway “new worlds” which were still undergoing a process of discovery and exploration.

The personality of the protagonist Crusoe himself is an Everyman figure, representing a cross-spectrum of contemporary English societal types – above all he is the archetypical survivor prompting untold numbers of readers to identify with the despair of his plight and “embraced his myth of struggle, survival and triumph against all odds” [Crusoe: Daniel Defoe, Robert Knox and the Creation of a Myth, Frank, K (2011)].

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One of the numerous screen adaptations of the ‘Robinson Crusoe’ tale


Crusoe as “economic-imperialist” and coloniser

There is the hero of romantic, bourgeois individualism, the Englishman who turns his dire circumstance to his ultimate financial advantage. When others appear on the island (Friday, the boy slave Xury, the ‘savages’, the Spanish sailors and English mutineers), Crusoe reacts with a sensibility typical of the “natural superiority” of a coloniser and uses the others as ‘commodities’✥. James Joyce described Robinson Crusoe as the “true symbol of the British conquest”, embodying “the whole Anglo-Saxon spirit” [quoted in ‘An introduction to Robinson Crusoe’, (Stephen Sharkey), 21-Jun-2018, www.bl.uk].

A spiritual voyage
On another level Robinson Crusoe can be read as a kind of spiritual autobiography (popular in Defoe’s time). Crusoe’s journey from one exotic land to another can be seen as the “spiritual voyage” of Bunyanesque Puritan Christianity. Crusoe’s long, long sojourn on the island is a test of his faith. Being alone with infinite time on his hands he devotes himself to intense self-scrutiny, questioning the Providence that landed him in his predicament (ie, his relationship with God). Some critics have noted that Crusoe’s thought processes on the island entailed a progression from rebellion, acknowledgement of mortal sin, atonement and religious conversion [‘Robinson Crusoe Theme of Religion’, (shmoop), www.shmoop.com].

DIY Robinson Crusoe and the Conduct book
Defoe provides a very detailed description of how his hero goes about making the most of his enforced stay on the island. As Katherine Frank observes, DeFoe’s novel is the “ultimate how to book: a step-by-step guide on how to live in a particular tricky situation”, ie, a method for surviving alone on a desert island◘ [Frank, op.cit.]. On the ship and again on the island Robinson spends copious amounts of time cataloguing items and making lists of everything that comes into his head.

The novel’s preoccupation with DIY touches on something else close to Defoe’s heart, the “Conduct book”✪ (a kind of user’s guide for life in the 18th century). The self-help component in Robinson Crusoe gives a sample of the writer’s broader interest in instructional works…Defoe spilled a lot of ink in writing a series of published texts telling people how they should live their lives – with titles like The Family Instructor, The Compleat English Tradesman and The Compleat English Gentleman.

A Defoe conduct book on the Robinson Crusoe theme

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Always look on the bright side of life
Defoe’s faith in the individual’s capacity for self-improvement comes through in his novels as much as in the didactic Conduct books. In Robinson Crusoe Defoe’s central character refuses to give up and submit to his fate no matter how glum his prospects look. With each new challenge he faces on the island, Crusoe time and again evokes the “power of positive thinking”…in his solitude he learns “to look more upon the bright Side of my Condition and less upon the dark Side” (Defoe imbues the protagonists of his later novels like Moll Flanders with this same positive disposition) [ibid.]. Defoe really had to be a glass half-full kind of guy to keep bouncing back from all the reversals life was lobbing on him (viz. a succession of self-inflicted, calamitous business ventures he managed to embroil himself in, doing gaol time for failure to pay his debts, etc).CA6103A9-E02F-4B27-B46E-DCD1A6029538

PostScript: Cashing in on the “golden egg”
The Life and Strange Surprising Adventures of Robinson Crusoe was an instant commercial success with four editions printed in 1719. Defoe, always with his mind fixated on how to enrich himself, was quick to follow-up Robinson Crusoe with a sequel. The Farther Adventures of Robinson Crusoe, published in the same year, proved to be almost as much a hit with the public. The Farther Adventures (usually today called the Further Adventures) was intended to be Robinson Crusoe’s swan-song, but Defoe couldn’t resist going to the well one time too many with a third book in 1720 entitled Serious Reflections During the Life and Surprising Adventures of Robinson Crusoe: With his Vision of the Angelick. Serious Reflections ‘bombed’ badly and the less said about it the better⊡.
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✱ it was commonplace for 18th century texts to be published either anonymously or using a pseudonym…Defoe was especially inclined to obscure textual ownership to try to cover himself when raising polemical questions [‘Anonymity in the Eighteenth Century’, (Gillian Paku), (Literature, Literary Studies – 1701 to 1800: Aug 2015 DOI: 10.1093/oxfordhb/9780199935338.013.37 www.oxfordhandbooks.com]
✥ Crusoe’s mercenary nature (equating with that of the money-obsessed Defoe) is best illustrated with Xury who Crusoe is happy to sell back into slavery when he is no longer required and by so doing fetch a tidy sum for himself
◘ novelist EM Forster once remarked that Robinson Crusoe reminded him of a “Boy Scout manual”
✪ Conduct books, today’s self-help guides, in Defoe’s day took the form of sermons, devotional writings, familiar letters, chapbooks and instruction manuals offering advice on social mores and manners, spiritual guidance and practical information on state and household duties, [Batchelor, Jennie. “Conduct Book”. The Literary Encyclopedia. First published 09 July 2004
https://www.litencyc.com/php/stopics.php?rec=true&UID=216, accessed 29 December 2018.]
⊡ the Farther Adventures had the same trademark derivative framework as the original novel – Defoe borrowed heavily once again from Robert Knox’s autobiography and seems to have modelled the last part of Crusoe’s journey on a 17th century Moscow Embassy secretary’s travel journal (Moscow – Peking), The Farther Adventures of Robinson Crusoe, Wikipedia, http://en.m.wikipedia.org; Frank, op.cit.]

Creating Crusoe: A Raft of Derivative Sources of Defoe’s Classic Tale

Creative Writing, Geography, Literary & Linguistics, Natural Environment, Popular Culture

A common retort to people purporting to be in a unique situation of any kind is the phrase, usually emphatically stated, “you’re not Robinson Crusoe!” – ie, (not) alone. The phrase references probably the best-known solitary and physically isolated character in English literature, a shipwrecked voyager stuck seemingly alone on a deserted island in some unidentified expanse of the great oceans. Daniel Defoe’s classic 18th century novel Robinson Crusoe.

A search for the genesis of The Life and Strange Surprising Adventures of Robinson Crusoe, like the story’s narrative itself, has taken scholars far and wide. Geographically, this has included both the South Pacific and the South Atlantic Oceans, the Caribbean and Ceylon (Sri Lanka). The search has also led, through the work of biographers, to a study of DeFoe’s own life experiences for sources of inspiration for the work of fiction.

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Alexander Selkirk’s adventures
For the great bulk of the (almost exactly) 300 years since Robinson Crusoe was first published, the conventional wisdom has been to attribute the book’s origin to the real life experiences of Alexander Selkirk. Selkirk was a Scottish privateer who fell out with his captain and crewmates on a voyage and was voluntarily marooned on an uninhibited island for a bit over four years. When Robinson Crusoe was published less than a decade later, many made a clear link between it and the well-publicised accounts of Selkirk’s episode of being a solitary castaway. Moreover, some people thought that Defoe’s hero must have been a real person and that the book was a travelogue of actual events [‘Robinson Crusoe’, Wikipedia, http://en.m.wikipedia.org].

Selkirk’s Island 🔽

Some commentators today still hold that Selkirk was the true inspiration for Defoe’s most famous fictional protagonist [‘The Real Robinson Crusoe’, (Bruce Selcraig), Smithsonian Magazine, July 2005, www.smithsonianmag.com; ‘Scientists Research the Real Robinson Crusoe’, (Marco Evers), Spiegel Online, 02-VI-2009, www.spiegel.de]. A perception that was given some added credence by the Chilean government. With an eye to the tourist potential spin-off, Chile renamed Más-a-Tierra, the small island in the South Pacific which had been Selkirk’s enforced home for over four years, Robinson Crusoe Island.

Defoe’s ‘Crusoe’ cf. Selkirk
Most literary critics these days however accept that Selkirk’s epic misadventure was “just one of many survival narratives that Defoe knew about” (by no means the major one)✲. Becky Little has listed some of the key differences between Defoe’s story and the accounts of Selkirk…Robinson Crusoe was shipwrecked, whereas Selkirk asked to be cast on shore; Crusoe is a plantation owner with a colonising mentality who adapts the island to his own world, while Selkirk was effectively a “glorified pirate” who “goes native”; Crusoe’s Island, as Robinson was to discover in time, was inhabited, whereas Más-a-Tierra was completely uninhabited; Crusoe was stuck on his island for 28 long years compared to a shade over four years that Selkirk had to endure [‘Debunking the Myth of the “Real” Robinson Crusoe’, (Becky Little), National Geographic, (28-Sept-2016), www.nationalgeographic.com].

imageAside from Selkirk’s story, Defoe who read widely and voraciously would have drawn on other, existing accounts of shipwreck and survival – this includes a work by 12th century Arab Andalusian writer Ibn Tufail, Hayy ibn Yaqzan, both a philosophical treatise and the first novel to depict a desert island castaway, and the story of Pedro Luis Serrano (Maestre Joan)♉, a 16th century Spanish sailor thought to have been marooned on a small Caribbean Island for seven or eight years [‘RC’, Wikipedia, loc.cit.]❇.

Robert Knox, a prototype for Crusoe?
One of the major influences on Robinson Crusoe is sea captain Robert Knox’s experience of prolonged confinement after his British East India Company ship was forced aground on the island of Ceylon (published in 1681 as An Historical Relation of the Island Ceylon). Katherine Frank in her book Crusoe: Daniel Defoe, Robert Knox and the Creation of a Myth, has pointed to the parallels between Defoe and Knox. Knox’s Island confinement consumes some 20 years, comparable to the 28 years Crusoe is marooned on his remote island. Both Crusoe (in the book) and Knox (in real life) are unable to secure the full patrimony (inheritence) entitled them upon their return. Both are engaged in slave-trading activities at different times [Katherine Frank, Crusoe: Daniel Defoe, Robert Knox and the Creation of a Myth, (2011)].

The derivative Defoe
Frank describes Defoe as a “congenital plagiarist” who freely borrowed material  and ideas from numerous sources for Robinson Crusoe. Among the literary works mined by Defoe are Homer’s Odyssey, Shakespeare’s The Tempest, Hakluyt’s Principal Navigations of the English Nation, and Bunyan’s Pilgrim’s Progress. He also relied upon the books of voyages by contemporary explorers such as William Dampier and Woodes Rogers. And of course there was the borrowings from published accounts of real castaways and their ordeals – in addition to Serrano, Selkirk and Knox, Defoe drew upon the accounts of Fernando Lopez on St Helena in the South Atlantic and Henry Pitman’s stranding on Tortuga, et al [ibid.].

‘Robinson Crusoe’, allegory of incarceration
Frank also draws on biographical aspects of Defoe’s life that can be reflected in the famous novel. On two separate occasions Defoe was imprisoned for failure to settle his (very considerable) debts (the first saw him detained in the Fleet and the King’s Bench Prisons and on a subsequent occasion in notorious Newgate). DeFoe’s journal tells us how profoundly affected he was by imprisonment. Frank invokes the symbolism of being “shipwreck’d by land”, analogising the author’s mandatory detention with the catastrophe of being tossed about in a storm and helplessly cast adrift on a desert island, and concludes that “Robinson Crusoe clearly had its autobiographical genesis in Defoe’s bankruptcies and incarceration” [ibid.].

PostScript: a legion of imitators, the Robinsade
As plentiful as were Daniel Defoe’ sources of inspiration for Robinson Crusoe, the novel has continued to this day to capture the imagination of countless writers, film directors and TV producers. Seemingly ubiquitous, it has inspired the creation of a genre of writing, “survivalist fiction”, and even spawned a literary sub-genre known as the Robinsonade. These works include novels as disparate as Swiss Family Robinson, Treasure Island, The Lord of the Flies and JM Coetzee’s Foe, filmic representations of the novel by Luis Buñuel and modernised updates of the story such as Cast Away, plus the television series Lost in Space and Gilligan’s Island. The form of the Robinsonade has also extended to a Science Fiction offshoot with Sci-Fi Robinsonades (movies: Robinson Crusoe on Mars, The Martian; fiction: The Survivors (Tom Godwin), Concrete Island (JG Ballard)). Robinson Crusoe has proved to be particularly fecund in the world of reality television, inspiring a host of “real life”(sic) programs with titles like Lost! and Survivor that say it all! As Katherine Frank commented, “Crusoe hasn’t just survived, he has thrived, flourished and proliferated”.

﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎
✲ eg, the scholarly consensus tends to the view that no single, real life ‘Crusoe’ existed, the character was an amalgam of “all the buccaneer survival stories” [AD Lambert, Robinson Crusoe’s Island, (2016)]
♉ after Robinson Crusoe was published Serrano became known as the “Spanish Crusoe”
❇ Defoe got the idea for Crusoe’s familiar goatskin clothing from reading about another exile, John Segar, on St Helena

Franklin’s Ill-fated 1840s Arctic Misadventure: A Story with a Remarkable Shelf Life

Geography, Natural Environment, Regional History, Science and society

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Christopher Columbus’s 1492 voyage to the islands of the Caribbean and the opening up of the “New World” provoked a Pan-European search to find an ocean route through the American continent to reach the rich trading ports of the Orient. Within a few years efforts were being focused on locating the North-West Passage, the Arctic archipelago at the top end of Canada. Over the following few centuries various names in exploration – John Cabot, John Davis, Martin Frobisher, Francis Drake, Henry Hudson, William Baffin, James Cook, George Vancouver, William Parry, James Knight and others – tried without success to navigate a route through the elusive passage.

By the 19th century “the Cape” trade route to East Asia was in full swing, but the prospect of finding a shorter route, the Northwest Passage, still beckoned to the explorer nations of the “Old World”. As mid-century approached the British Admiralty under the driving force of Sir John Barrow launched plans for yet another attempt on the Passage, this was to become the most talked-about and most tragic of all of the Arctic expeditions. Forebodings about the 1845 expedition began perhaps with the Admiralty’s choice of leader. Rear Admiral Sir John Franklin, despite a long career as a naval officer and prior experience in Arctic exploration, was not the preferred man✱. With other, more highly thought of candidates like Sir James Clark Ross and William Edward Parry declining, Franklin was perhaps as high as fourth or fifth choice! Moreover, the crews selected, though numerically sufficient for such a mission, had some question marks about them…they were mostly inexperienced in polar regions, only a few of the men had been to the Arctic before [‘Erebus and Terror – John Franklin. In Search of the North-West Passage’, Cool Antarctic, www.coolantarctic.com].9DBA385E-A689-4ADB-AC65-C41A29595DA5

Exploration vessels supplied to the max
Misgivings about the expedition commander aside, the expedition did not lack for preparation – provisions intended to last three years were taken, along with equipment for hunting and fishing. Given the extreme trials and tribulations that the voyageurs were forced to endure when things ultimately went horribly wrong, the practicality of some of the inclusions might raise a query. Room was made on the expedition’s ships (‘Erebus’ and ‘Terror’) for, among other cargo items, 9,000 lbs of chocolate, 3,600 gallons of spirits, nearly 5,000 gallons of ale and porter✦ and 7,088 lbs of tobacco [‘Franklin’s Provisions’, (Arctic Passage), www.pbs.org].

A massive floating library
The expedition members had no shortage of reading material, each ship was laden with well over a thousand hard-bound books plus numerous journals … one estimate puts the total at 2,900 volumes, ‘Terror on the Ice: How Obsession Doomed Franklin’s Arctic Expedition’, (Martyn Conterio), History Answers, 27-Apr-2018, www.historyanswers.co.uk]. Religious volumes of Christian instruction formed much of the library (each of the 128 crewmen⌖ were issued with a Book of Common Prayer), but variety was provided with various works of literature popular in the day (novels of Charles Dickens, Goldsmith’s The Vicar of Wakefield, etc), volumes of Punch (a weekly magazine of humour and satire), as well as a host of technical volumes [‘The Library of the Erebus and the Terror’ (Russell A Potter), Visions of the North, 26-Apr-2009, www.visionsnorth.blogspot.com].

Luxury and comfort on a pro-rata class basis
The two ships were equipped and furnished in quite a luxurious fashion. The officers’ quarters (however not the crew’s) were decorated elaborately with the finest curtains and furniture, and kitchens stocked with beautiful ceramic plates and the like. The rear-admiral’s own special fiddle-pattern cutlery lined the drawers. Even more impressively, the Erebus and the Terror had built-in comforts – to counter the Arctic cold the converted bomb-vessels were equipped with hot water and heating systems, something that later proved consequential in how the story ended up. The ships were well-equipped for the task at hand with scientific instruments, navigational tools and daguerreotype cameras.

‘Erebus on Ice’ (FE Musin) NMM Greenwich
The expedition ships made slow but steady progress over the course of two years, getting as far as King William Island and Victoria Strait, where in deteriorating conditions ice entrapped the ships. After Franklin died (1847), Captain Francis Crozier, skipper of the Terror took over command of the expedition. A year later Crozier abandoned the ships to their icy graves and led the remaining men (recent archaeological findings and forensic testing suggests that four of the crew were in fact women!) on foot south to try to reach the nearest established Canadian outpost…in the process all crew members perished, possibly from starvation or other (unknown) causes.

The hunt for Franklin’s expedition
Back in London, unaware of the expedition’s end-game the Admiralty prevaricated and only really launched a serious attempt at rescue after a media campaign launched by Lady (Jane) Franklin. Over a period of more than 20 years, the lost polar expedition prompted what has been described as “the greatest rescue operation in the history of exploration”[Marsh, J., & Beattie, O., Franklin Search (2018) in The Canadian Encyclopedia. Retrieved from https://www.thecanadianencyclopedia.ca/en/article/franklin-search]…more than 30 missions (most by sea, one from the opposite direction, some by land) were launched to try to locate the vessels’ whereabouts [‘Uncovering the secrets of John Franklin’s doomed voyage’, (Robin McKie), The Guardian, 02-Nov-2014, www.theguardian.com].

The “shock and horror” of white cannibals
By the early 1850s no one bar perhaps Lady Franklin in her most optimistic moments thought the expedition crew still alive. With public interest in Franklin’s fate at a peak the British government eventually offered a reward of £20,000 to anyone who ‘assisted’ the lost expedition. In 1854 Dr John Rae’s mission (under the aegis of the Hudson’s Bay Company) unearthed the key to the mystery while bringing upon himself great controversy and hostility. Rae learned of the missing men’s fate from local (Nunavut) Inuits who told him that members of the expedition had resorted to cannibalism, eating dead crewmen in an attempt to avoid starvation. Such a notion was abhorrent to Lady Franklin and scandalised polite society in England…Charles Dickens endorsed Jane’s view that the word of “Esquimaux savages” should not be trusted and actively propagandised to refute the accursed idea [‘How Lady Franklin led Charles Darwin to disgrace himself’, (14-Sep-2014), www.kenmcgoogan.blogspot.com].

In the fullness of time John Rae’s viewpoint was vindicated. Archaeologists examining the remains of sailors found that they had flesh and even marrow removed from their bones to feed those of the expedition who were still alive. Far from being isolated occurrences, the cannibalism committed was of several stages of the practice [“‘Pot Polish’ On Bones From Franklin’s 1845 Arctic Expedition Is Evidence Of Cannibalism”, (Kristina Killgrove), Forbes, 01-VII-2015, www.forbes.com].

Lady Franklin on the counter-offensive
In the face of the accusations of cannibalism, Franklin’s widow, horrified at its association with the expedition and with Franklin’s name, devoted the rest of her life to salvaging his reputation⊡. Lady Franklin lobbied politicians, enlisted the help of prominent and influential citizens✪, raised funds for a succession of new search parties, even consulted clairvoyants! [‘Finding HMS Terror: the Franklin Expedition and making sense of the past’, (Andrew Lambert), History Extra, 28-Sep-2016, www.historyextra.com].

Discovery – unravelling some of the mystery
The Admiralty officially called a halt to the search for the Terror and Erebus in 1859, though Franklin’s indefatigable widow continued to promote recovery attempts until her death in 1875. In the modern era the Canadian government and other organisations revived the search for Franklin’s vessels. Since the 1980s a raft of relics associated with the ships and crews have been retrieved from the Canadian tundra and subjected to new forensic scrutiny, then finally a Parks Canada mission made the dramatic discovery that had eluded around 90 previous expeditions – the two ships were located using Sonar (Erebus in September 2014/Terror in September 2016). A bonus to the great discoveries was that both vessels, preserved by the ice, were still significantly intact!

What killed the expedition’s crew members?
With a lot more information unearthed now, a lot more is known of what happened. There has much speculation over the years as to how the sailors perished – the extreme climatic conditions, pneumonia, disease (TB), scurvy✣, starvation, have all been put forward to greater or lesser degrees, and all seem to have been contributory factors to the tradegy[‘Cool Antarctic’, loc.cit.]. The reality though is that the exact nature of how the voyageurs died remains a mystery and possibly may never be resolved.

Tinned poison?
Other theories have focused on the tins of canned food on board the exploration vessels. Proportionate to the anticipated length of the journey the Terror and the Erebus was loaded with 8,900 lbs of canned vegetables and 33,289 lbs of canned meats, all up comprising an estimated quantity of 8,000 tins [‘Food on board an Arctic expedition – The Franklin Expedition’, Parks Canada, www.pc.gc.ca]. The contribution of the tinned food to the sailors’ diet has led some to speculate that the dead crews were victims of botulism or possibly a form of lead poisoning contracted from the harmful type of lead soldering used on the tins [ibid.]. This explanation gained widespread currency at one time, however others have pointed out deficiencies and inconsistencies in the argument…tinned food consumed in the earlier James Ross Antarctic expedition involving the same two vessels did not have anything remotely like the harmful effect suffered on the Franklin voyage [‘Identification of the Probable Source of the Lead Poisoning Observed in Members of the Franklin Expedition’, (William Battersby), Journal of the Hakluyt Society, Sept 2008, www.hakluyt.com].

Lead poisoning from another source?
A recent counter-argument has suggested that, rather than the soldering on the tins that was the deadly ingredient on the forlorn Franklin expedition, the poisoning of the men (abnormally high levels of lead were detected in forensic examinations) emanated from the specific boat modifications added to make the polar voyage more tolerable. Battersby has argued that the lead infusion came from the “unique distilled water systems fitted to the ships” [ibid.].

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Model of HMS Erebus

Footnote: One curious caper that continue to fascinate
Franklin’s polar expedition struck a resounding chord with the popular imagination. Search party after search party trying to unravel the mystery of the explorers’ disappearance, the tragic aftermath and the anthropophagus undertones, have held an enduring fascination for people on both sides of the Atlantic. The peculiar mystique of the Franklin story has provided inspiration for the great writers of fiction such as Verne, Dickens, Wilkie Collins, Twain, Conrad and Atwood, as well as numerous retellings of the narrative in book form, several TV series and popular songs. All captivated by a story which as characterised by Andrew Lambert is “a unique, unquiet compound of mystery, horror and magic” [Franklin: Tragic Hero of Polar Navigation, (2011)].

34AF9F9E-C489-4B7E-A10A-D8A8868B5D81PostScript: The reason for the mission – “discovery and science”, geographical curiosity, terrestrial magnetism?
The raison d’être of the Franklin Expedition, according to the standard interpretation, was to chart a path through the Arctic archipelago to the Pacific. Franklin’s brief therefore was to find the passage that had eluded at least 60 earlier expeditions going back as far as the 1600s. This emphasis on navigating a feasible route has been challenged by some historians. Andrew Lambert for instance has refocused the mission’s objective on its scientific and geomagnetic observations. He argues that the expedition was part of a big project⋇ that sought to advance oceanic navigation by enhancing science’s understanding of the Earth’s magnetic field. According to Lambert, John Franklin was chosen not for his exploration prowess but as a leading magnetic scientist, his agenda was to get as close to the Magnetic North Pole as possible (if this was his task, judging by where the two expedition vessels were found, he got quite close) [‘Finding HMS Terror’, loc.cit].

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✱ at 59 many considered the portly Franklin too old for such an arduous and hazardous mission. Franklin had recently come off an unhappy tenure as Lt-Governor of Van Diemen’s Land (Tasmania) which had resulted in his being recalled early to England
✦ including extra strong West Indian rum, 35% overproof
⌖ forensic testing of recent discoveries of remains suggests that four of the crew were in fact women!
⊡ remembering also that John Franklin had been keen to accept command of the expedition in 1845 to try to restore his reputation after the events of his Tasmanian governorship left it somewhat tarnished
✪ Victorian Britons seemed to have had a soft spot for Franklin…even prior to the tragic voyage he was viewed as a hero despite being involved in two earlier unsuccessful Arctic expeditions! Much like the later Scott of the Antarctic Franklin appears to have been lionised by the public for undertaking a “noble quest” in the field of exploration albeit being a failure
✣ the sailors definitely suffered from a scorbutic disorder – the vitamin C contained in the supply of lemon juice intended to counter scurvy was rendered ineffective after the liquid became frozen, [Lambert, loc.cit]
⋇ the 1830s and’40s British scientists (with Irish geomagnetic pioneer Edward Sabine in the forefront) were instrumental in promoting a campaign to launch expeditions to establish geomagnetic observatories around the globe (labelled the Magnetic Crusade by historian John Cawood), J Cawood, ISIS, 1979, 70 (No 254), History of Science Society].