peace & ecommerce, a global system view

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peace & ecommerce, a global system view
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China is a likely winner of the information age supply chain through ecommerce
Peace and Ecommerce, A Global Systems View

By Linda Lane, MSIM, 2008
Policy, Law, and Ethics in Information Management, University of Washington

The Research Diary
Education justifies everything.
Attending a required Masters class “Policy, Law, and Ethics in Information Management” it was only ethical to admit that I worked three months drafting and publishing policy documents for Microsoft, which was now our current class assignment, to research Web based privacy policies and other related documents such as terms of use, conditions of use, code of conduct and learn more about them, with a diary of examples in the wild, and related materials. The educational idea is that we would then be able to contribute meaningfully to creating policy statements, and understand their underlying implications to end users and companies. But I had already done this work professionally, so it would be of questionable value for me to do the coursework on the same topic as if I had never done it before.

The instructor of the class, Glenn Von Tersch is that valuable-to-me teacher because he is a rare working professional in the field in which he instructs, he’s an intellectual property lawyer working in California, teaching in person in Seattle, and in my lingo, a local boy made good. Von Tersch assigned me to present information on freedom of speech, a topic I fell in love with, and wanted to research more. But for my final research I needed something else.

One of my favorite things to discuss in job interviews, or with anyone in earshot, is that I believe that the networked spread of ecommerce over the Web, filtering into even the poorest nations will aid in understanding through communication; that ecommerce leads to peace. In effect I believed that ecommerce contributes in a direct way to peace because it provides the fuel to grow and maintain the Internet. Also it seemed obvious that people and countries that are invested in and perform transactions with each other are less likely to go war against their own interests. Von Tersch said, “These topics you are interested in have more research value than freedom of speech, because 1st amendment rights have been heavily legislated, written about, and researched.” He mentioned something called “The McDonald’s Effect”, how having a McDonald’s outlet or franchise appears to contribute to peace between countries. So peace and ecommerce became my topic.

What I did not expect to discover is in human society war is considered the norm and peace the exception. I did not expect to learn about how ugly the 3rd world poverty creating monster of WTO became according to one economist, even though I live in Seattle where the initial protests were. I was surprised to know how Reganomics theory hangs on, like an old B-grade movie on late night TV, because someone somewhere in the supply chain makes money. I did not expect to find that privacy and intellectual rights are so tightly interwoven, or how they relate to conflict, security, potential world dominance and growth.

I had no way to guess that I would enjoy the study of economics – statistical, yes, nicely so, but dull no; as a global topic it is juicy-rotten, full of international spies , botched security , with rogue pirate computer chips , and unintended consequences.

Who can accurately predict how patterns of global economics relate to peace, privacy, property rights, policies and their outcome in the one breath away from today, the next 20-40 years? Who would think that China – the nation, McDonalds – the corporation, and Chicago crack dealers and their foot soldiers share so much in common when you view their information through these fascinating multi-dimensional facets?

One must be educated to search effectively for information. My knowing about the nature of search is not just intellectual knowledge; this is conditionalized through my own experience of failure to produce relevant search results within massive library databases.

My education began with a simple query on the Web “peace + ecommerce” which returned from Google “Theses on the Balkan War,” by Mike Haynes, from the International Socialism Journal, “Capitalism is inherently a competitively expansionist and therefore conflict ridden system” , effectively laying the blame for war on the US and Western capitalist nations and on any one claiming to be fighting a war with good intentions. I read it, thinking I would not see this relate to my project – also surprising very similar material was presented in the global economic books I read later .

As mentioned the pursuit of ‘education justifies anything’, like looking at any results, so I also clicked on an article entitled “Dinosaur Extinction linked to change in Dinosaur Culture” I read it, and it made sense that something like author Daniel Quinn’s theory of “The Law of Limited Competition” is an operant factor in global markets today, with war being genocide, and countries struggling to win economically laying waste to the very place they live. A notable example is Beijing, the air pollution capital of the world struggling to host the Olympic Games this year. I stored that URL for future reference. The theory and the reality imply that in the race to catch up and compete in global economics, the Chinese are killing themselves off before they arrive at their desired goal.

Then I queried in several of the University of Washington interconnected and extensive library databases on the same thing “peace + ecommerce” and found in all of them, zero returns, “0 Results”. My teacher was surprised and advised me to extrapolate and offer conjecture on what was likely, if few sources were available. I notified a friend studying economics who emailed related articles. Very frustrated I tried related queries and turned up articles on the economies of war . How perverse, I thought. I contacted a librarian through the online tool and chatted with her, explaining my quest. She suggested I query on “economics and public policy”. “How is public policy related to peace and ecommerce?” I asked. “Try Conflict Resolution” she replied.

Thus the reason I couldn’t find ‘peace’ is because the term used, in educated facet writers’ metadata which is designed to expose information to search, is ‘conflict resolution’ or ‘conflict prevention’. Oddly the social implication is that war is the norm. Maybe peace doesn’t exist anywhere. A reason I used ‘ecommerce’ instead of ‘global economics’ is due to consulting in that field for technology firms. Searching again returned few meaningful results — the user interface was strange, very slow, and clunky. I longed for Google .

Then I remembered the “McDonald’s Effect” our teacher mentioned, and quickly I located a reference on the Web, but it was deeply nested in a staggering number of oddly worded articles. I stopped without uncovering where the concept originated. The next night I searched again, and found the author Thomas Friedman and his related books. I briefly scanned all the related Wikipedia articles. I realized quickly that to become educated enough on my two topics, I had to some understanding of economics. This is because even to scrape by enough to search among the many interrelated topics one needs to know the central facet . Very esoteric topics require specialized language and deep knowledge of the subject.

More searches turned up substantial evidence that China lags behind other nations in ecommerce.

For years I worked in ecommerce designing interfaces (for Microsoft 2003 and Amazon 2007-2008), and working with supply chain software (as a director of an ecommerce company). But because I didn’t realize that one could understand it better, and that it is not as dull as computer science and its requisite cash register receipts , I never tried.

The "McDonald’s Effect" is named after "The Golden Arches Theory of Conflict Prevention" created by the author Thomas Friedman’s slightly in cheek comments and his book, “The Lexus and the Olive Tree” (the update now titled "The Lexus and the Olive Tree: Understanding Globalization").

Those books lead me to order Amazon ecommerce overnight book delivery, and I read, ‘The World Is Flat?: A Critical Analysis of New York Times Bestseller by Thomas Friedman’, ‘Freakonomics: A Rogue Economist Explores the Hidden Side of Everything’ , ‘Making Globalization Work’ which reports that there is hope in the world for peace. The Nobel Prize winning author helps the reader extrapolate based on significant knowledge of statistics and global economic analysis through his personal, professional, and academic connections.

Common Name Academic Name Book Title
McDonalds Effect Golden Arches Theory of Conflict Prevention,
aka democratic peace theory Lexus and the Olive Tree

Dell Theory The Dell Theory of Conflict Prevention The World is Flat, A Brief History of the Twenty-First Century

peace conflict prevention
ecommerce global economics

"In his book, The Lexus and the Olive Tree, Thomas L. Friedman proposed The Golden Arches Theory of Conflict Prevention, observing that no two countries with a McDonald’s franchise had ever gone to war with one another, a version of the democratic peace theory."

"The Dell Theory stipulates: No two countries that are both part of a major global supply chain, like Dell’s, will ever fight a war against each other as long as they are both part of the same global supply chain."
———————————————————————
Readings
The World Is Flat 3.0: A Brief History of the Twenty-first Century by Thomas Friedman
Larry Page, Google Co-Founder quoted by Thomas Friedman, p. 179, entire paragraph. “The more global Google’s user base becomes, the more powerful a flattener it becomes…”

From Friedman’s conversation with Google’s director of operations in China, Kai-Fu Lee, p. 181 entire paragraph ”In time individuals will have the power to find anything in the world at any time on all kinds of devices – and that will be enormously empowering.”

The Quiet Crisis, entire pages 368, 369, chapter on research in China, beating out American innovation in research. “The Chinese government gave Microsoft the right to grant post-docs.” “They work through their holidays because their dream is to get to Microsoft.”
“What are those?” She said the researchers get them from Microsoft every time they invent something that gets patented. How do you say Ferrari in Chinese.”

p. 370 “… whether we are going to implement or China is going to beat us to our own plan.” Council on Creativeness, regarding the Innovate America report, comment to Friedman by Deborah Wince-Smith.

Introduction p. X, Thomas Friedman, “Of course the world is not flat. But it isn’t round anymore either. I have been using the simple notion of flatness to describe how more people can plug, play, compete, connect, and collaborate with more equal power than ever before – which is what is happening in the world. … the essencial impact of all the technological changes coming together in the world today. … My use of the word flat doesn’t mean equal (as in ‘equal incomes’) and never did. It means equalizing.”

The Lexus and the Olive Tree: Understanding Globalization by Thomas Friedman

Forward to the Anchor Edition, Thomas Friedman, “… my Golden Arches Theory – that no two countries that both have McDonald’s have ever fought a war again each other since the each got their McDonald’s.”

p. 7 “When I say that globalization has replaced the Cold War as the defining international system, what exactly do I mean?”

p. 8 “The cold war system was symbolized by a single word, the wall … “You can’t handle the truth,” Says Nickleson. “Son we live in a world that has walls…”

p. 8 “This Globalization system is also characterized by a single word: the Web. … we have gone from a system built around divisions and walls to a system built around integration and webs.”

p. 19 “What is information arbitrage? Arbitrage is a market terms. Technically speaking, it refers to the simultaneous buying and selling of the same securities, commodities or foreign exchange in different markets to predict from unequal prices and unequal information. The successful arbitrageur is a trader that knows…”

Chapter 3, p. 29. The Lexus and the Olive Tree
Photo: Jerusalem, December 29, 1998: Simon Biton places his cellular phone up to the Western Wall so a relative in France can say a prayer at the holy site. (Photo: Menahem Kahana, Agence France-Presse) [caused my spontaneous tears]

p. 47 “advertising jingle “Let us put a bank in your home” … office … newspaper … bookstore … brokerage firm … factory … investment firm … school in our homes.”

The World Is Flat?: A Critical Analysis of New York Times Bestseller by Thomas Friedman by Ronald Aronica and Mtetwa Ramdoo

Freakonomics [Revised and Expanded]: A Rogue Economist Explores the Hidden Side of Everything by Steven D. Levitt and Stephen J. Dubner

Chapter 5 “Why do Drug Dealers Still Live with Their Moms?” p. 89 “So how did the gang work? An awful lot like most American businesses, actually, though perhaps none more so than McDonald’s. In fact, if you were to hold a McDonald’s organizational chart and a Black Disciples org chart side by side, you could hardly tell the difference.”

p. 46 “There is a tale, “The ring of Gygnes,” … could any man resist the temptation of evil if he knew his acts could not be witnessed?”

p. 58 “Attendance at Klan meetings began to fall … of all the ideas Kennedy thought up to fight bigotry, this campaign was clearly the cleverest. … He turned the Klan’s secrecy against itself by making its private information public: he converted heretofore precious knowledge into ammunition for mockery.”

Making Globalization Work by Joseph E. Stiglitz
My favorite – the entire book was used to write this paper.

Web Resources
Please view attached Appendix www.crito.uci.edu/pubs/2004/ChinaGECIII.pdf regarding the reasons one study concludes that hold China back in ecommerce.

[1] Waiting until the time is right, one is good at something, or has collected all the facts, without making any attempts isn’t effective. I had to begin someplace even if it is incomplete so I started with the World Wide Web. “If something is worth doing well, at all, it is also worth doing poorly.” I am not sure where that quote came from but I read it in an article where someone presented their reasoning.

[2] You never know where something will come from in free rights actions or what it will mean later. For example the person at the center of the Alaskan “Bong hits For Jesus” case, Frederick Morse, now teaches English to Chinese students in China. As an adult it appears he has his head on straight in his wish to help others communicate, more so that those he fought in court.

From the CNN news article, published June 26, 2007, “In dissent, Justice John Paul Stevens said, "This case began with a silly nonsensical banner, (and) ends with the court inventing out of whole cloth a special First Amendment rule permitting the censorship of any student speech that mentions drugs, so long as someone could perceive that speech to contain a latent pro-drug message." He was backed by Justices David Souter and Ruth Bader Ginsburg.” www.cnn.com/2007/LAW/06/25/free.speech/index.html/ downloaded March 13, 2008

[3] Pentagon attack last June stole an "amazing amount" of data” Joel Hruska Published: March 06, 2008 – 07:13PM CT arstechnica.com/news.ars/post/20080306-pentagon-attack-la… from “blueton tips us to a brief story about recent revelations from the Pentagon which indicate that the attack on their computer network in June 2007 was more serious than they originally claimed. A DoD official recently remarked that the hackers were able to obtain an "amazing amount" of data.

We previously discussed rumors that the Chinese People’s Liberation Army was behind the attack. “CNN has an article about Chinese hackers who claim to have successfully stolen information from the Pentagon.” Quoting Ars Technica: "The intrusion was first detected during an IT restructuring that was underway at the time. By the time it was detected, malicious code had been in the system for at least two months, and was propagating via a known Windows exploit. The bug spread itself by e-mailing malicious payloads from one system on the network to another." Via email from Jeremy Hansen on slashdot.org/

[4] “Chinese backdoors "hidden in router firmware" Matthew Sparkes, News [Security], Tuesday 4th March 2008 3:17PM, Tuesday 4th March 2008 www.pcpro.co.uk/news/173883/chinese-backdoors-hidden-in-r… The UK’s communication networks could be at risk from Chinese backdoors hidden in firmware, according to a security company.

SecureTest believes spyware could be easily built into Asian-manufactured devices such as switches and routers, providing a simple backdoor for companies or governments in the Far East to listen in on communications.

"Organisations should change their security policies and procedures immediately," says Ken Munro, managing director of SecureTest. "This is a very real loophole that needs closing. The government needs to act fast."

"Would they buy a missile from China, then deploy it untested into a Western missile silo and expect it to function when directed at the Far East? That’s essentially what they’re doing by installing network infrastructure produced in the Far East, such as switches and routers, untested into government and corporate networks."

Late last year MI5 sent a letter to 300 UK companies warning of the threat from Chinese hackers attempting to steal sensitive data. Reports at the time suggested that both Rolls Royce and Royal Dutch Shell had been subjected to "sustained spying assaults".

The issue has been debated by government for some time. In 2001, the then foreign secretary Robin Cook, warned that international computer espionage could pose a bigger threat to the UK than terrorism.

[5] Chip Piracy Might End With Public Key Cryptography. A Web Exclusive from Windows IT Pro Mark Joseph Edwards, Security News, InstantDoc #98491, Windows IT Pro “A group of researchers from two universities have proposed a way to prevent chip piracy. The technique uses public key cryptography to lock down circuitry.

In a whitepaper published this month, Jarrod A. Roy and Igor L. Markov (of the University of Michigan) and Farinaz Koushanfar (of Rice University) outline the problem and details of how their proposed technology will help solve it.

Chip designers sometimes outsource manufacturing and that opens the door to piracy, should someone copy the design plans. The copied plans are then used to created ‘clone’ chips for a wide range of devices, including computers, MP3 players, and more.

"Pirated chips are sometimes being sold for pennies, but they are exactly the same as normal chips," said Igor Markov, associate professor in the Department of Electrical Engineering and Computer Science at the University of Michigan. "They were designed in the United States and usually manufactured overseas, where intellectual property law is more lax. Someone copies the blueprints or manufactures the chips without authorization."

The groups propose the use of public key cryptography, which would be embedded into circuitry designs. Each chip would produce its own random identification number, which would be generated during an activation phase. Chips would not function until activated, and activation would take place in a manner somewhat similar to that seen with many applications in use today. Via email from Jeremy Hansen.Original source – EPIC: Ending Piracy of Integrated Circuits Jarrod A. Roy, Farinaz Koushanfar‡ and Igor L. Markov, The University of Michigan, Department of EECS, 2260 Hayward Ave., Ann Arbor, MI 48109-2121, Rice University, ECE and CS Departments, 6100 South Main, Houston, TX 77005 www.eecs.umich.edu/~imarkov/pubs/conf/date08-epic.pdf March 06, 2008

[6] Chapter 5 “Why do Drug Dealers Still Live with Their Moms?” p. 89 “So how did the gang work? An awful lot like most American businesses, actually, though perhaps none more so than McDonald’s. In fact, if you were to hold a McDonald’s organizational chart and a Black Disciples org chart side by side, you could hardly tell the difference.”

[7] Mike Haynes, Theses on the Balkan War, “Capitalism is inherently a competitively expansionist and therefore conflict ridden system” Issue 83 of INTERNATIONAL SOCIALISM JOURNAL Published Summer 1999 Copyright © International Socialism, pubs.socialistreviewindex.org.uk/isj83/haynes.htm/ accessed March 3, 2008.

[8] Readings p.7 “When I say that globalization has replaced the Cold War as the defining international system, what exactly do I mean?” p. 8 “The cold war system was symbolized by a single word, the wall … “You can’t handle the truth,” Says Nicholson. “Son we live in a world that has walls…”p. 8 “This Globalization system is also characterized by a single word: the Web. … we have gone from a system built around divisions and walls to a system built around integration and webs.”

“What is information arbitrage? Arbitrage is a market term. Technically speaking, it refers to the simultaneous buying and selling of the same securities, commodities or foreign exchange in different markets to predict from unequal prices and unequal information. The successful arbitrageur is a trader that knows…”

[9] Shared by miles on Feb 13, 2006 3:39 pm that I located through a mail.google.com/mail/?ui=1&realattid=f_fdn935gd&a…
[10] “As it gears up to host the 2008 Olympic Games Beijing has been awarded an unwelcome new accolade: the air pollution capital of the world.Satellite data has revealed that the city is one of the worst environmental victims of China’s spectacular economic growth, which has brought with it air pollution levels that are blamed for more than 400,000 premature deaths a year” www.guardian.co.uk/news/2005/oct/31/china.pollution

[11] “What we call ‘war’ is not all bad,” according to Virginia Johnson a former governmental planning consultant, who reminded me, “Without conflict there is no life. You don’t want ‘perfect peace’ there is no movement. The human standard is actually what we broadly call ‘war’; because without conflict, change, motion, growth we would learn nothing, we would have nothing, we would be dead.” Personal conversation, March 14, 2008, Seattle, Washington

[12] Readings Larry Page, Google Co-Founder quoted by Thomas Friedman, p. 179, entire paragraph. “The more global Google’s user base becomes, the more powerful a flattener it becomes…”

[13] Ranganathan, faceted classification, Five Laws of Library Science, en.wikipedia.org/wiki/S._R._Ranganathan, www.boxesandarrows.com/view/ranganathan_for_ias Personality, Matter, Energy, Space, and Time. (PMEST)
Personality—what the object is primarily “about.” This is considered the “main facet.”
Matter—the material of the object
Energy—the processes or activities that take place in relation to the object
Space—where the object happens or exists
Time—when the object occurs

[14] www.crito.uci.edu/pubs/2004/ChinaGECIII.pdf

[15] I learned about supply chain management mainly from the supply chain wizard Marc Lamonica, Regional Chief Financial Officer at Sutter Connect, www.sutterconnect.org/, and our mutual friend Web entrepreneur and ecommerce product engineer Adam Kalsey, and Sacramento State University teacher Stuart Williams, of Blitzkeigsoftware.net, blitzkriegsoftware.net/StuartWilliams/default.asp

[16] Introduction to Computer software classes in the 1970s consisted of FORTRAN cash register receipt programming, which is by implication is what ecommerce actually does.

[17] Freakonomics is a must read book of comedy and connections.

[18] Golden Arches, definition on Wikipedia, the free encyclopedia en.wikipedia.org/wiki/Golden_Arches, accessed March 13, 2008

[19] Readings “The World Is Flat 3.0: A Brief History of the Twenty-first Century” by Thomas Friedman, p. 421

[20] Readings p. 19 “What is information arbitrage? Arbitrage is a market term. Technically speaking, it refers to the simultaneous buying and selling of the same securities, commodities or foreign exchange in different markets to predict from unequal prices and unequal information. The successful arbitrageur is a trader that knows…”

[21] “Conservation groups say acid rain falls on a third of China’s territory and 70% of rivers and lakes are so full of toxins they can no longer be used for drinking water.” Satellite data reveals Beijing as air pollution capital of world, Jonathan Watts in Beijing The Guardian, Monday October 31 2005, www.guardian.co.uk/news/2005/oct/31/china.pollution

[22] “…After watching Jobs unveil the iPhone, Alan Kay, a personal computer pioneer who has worked with him, put it this way who has worked with him, put it this way: "Steve understands desire." … Fortune CNN Magazine March 5, 2008, money.cnn.com/2008/03/02/news/companies/elkind_jobs.fortu…
accessed March 5, 2008

[23] Mac Margolis, “How Brazil Reversed the Curse, Latin America used to suffer the deepest gap between rich and poor. Now it is the only region narrowing the divide. Upwardly Mobile: Middle-class Brazilians” www.newsweek.com/id/67850 NEWSWEEK Nov 12, 2007 Issue

[24] Mike Haynes, Theses on the Balkan War, “Capitalism is inherently a competitively expansionist and therefore conflict ridden system” Issue 83 of INTERNATIONAL SOCIALISM JOURNAL Published Summer 1999 Copyright © International Socialism, pubs.socialistreviewindex.org.uk/isj83/haynes.htm/ accessed March 3, 2008. “The optimism that the end of the Cold War might lead to a new world order has been shown to be false. The hope that it would release a peace dividend that would enable a new generosity in international relations has been belied by experience, as some of us sadly predicted it would.3 Though the arms burden has declined, there has been no outpouring of aid to Eastern Europe, no new ‘Marshall Plan’. The result has been that the burden of change has fallen on the broad masses of the population, wrecking lives across the old Soviet bloc in general and in one of its poorest components in south eastern Europe in particular. According to the World Bank, the number of people living in poverty (defined as having less than a day) in the former Soviet bloc has risen from 14 million in 1990 to 147 million in 1998.4 Worse still, the advanced countries have continued to reduce further the miserly sums they devote to aid to the even poorer areas of the world. The OECD countries are rhetorically committed to an aid target of 0.7 percent of their output. In 1990 they gave 0.35 percent, and by 1997 the figure had fallen to 0.22 percent, with the United States under this heading giving 0.09 percent of its output, a figure in startling contrast to the expenditure devoted to destruction.”5

[25] Readings p. 46 “There is a tale, “The ring of Gygnes,” … could any man resist the temptation of evil if he knew his acts could not be witnessed?”

[26] Readings p. 58 “Attendance at Klan meetings began to fall … of all the ideas Kennedy thought up to fight bigotry, this campaign was clearly the cleverest. … He turned the Klan’s secrecy against itself by making its private information public: he converted heretofore precious knowledge into ammunition for mockery.”

Some of the research in this paper on piracy, was provided by Jeremy Hansen of Seattle, Washington, USA. Mr. Hansen’s email regarding economics served to inform me on this topic. Teacher: Glenn Von Tersch.

Arnold Arboretum, 15 May 2010: Isaac examining a dandelion
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Image by Chris Devers
The Arboretum has an interactive map on their web site.

Pasting from Wikipedia:

• • • • •

The Arnold Arboretum of Harvard University is an arboretum located in the Jamaica Plain and Roslindale sections of Boston, Massachusetts. It was designed by Frederick Law Olmsted and is the second largest "link" in the Emerald Necklace.

History

The Arboretum was founded in 1872 when the President and Fellows of Harvard College became trustees of a portion of the estate of James Arnold (1781–1868).

In 1842, Benjamin Bussey (1757–1842), a prosperous Boston merchant and scientific farmer, donated his country estate Woodland Hill and a part of his fortune to Harvard University "for instruction in agriculture, horticulture, and related subjects". Bussey had inherited land from fellow patriot Eleazer Weld in 1800 and further enlarged his large estate between 1806 and 1837 by acquiring and consolidating various farms that had been established as early as the seventeenth century. Harvard used this land for the creation of the Bussey Institute, which was dedicated to agricultural experimentation. The first Bussey Institute building was completed in 1871 and served as headquarters for an undergraduate school of agriculture.

Sixteen years after Bussey’s death, James Arnold, a New Bedford, Massachusetts whaling merchant, specified that a portion of his estate was to be used for "…the promotion of Agricultural, or Horticultural improvements". In 1872, when the trustees of the will of James Arnold transferred his estate to Harvard University, Arnold’s gift was combined with 120 acres (0.49 km2) of the former Bussey estate to create the Arnold Arboretum. In the deed of trust between the Arnold trustees and the College, income from Arnold’s legacy was to be used for establishing, developing and maintaining an arboretum to be known as the Arnold Arboretum which "shall contain, as far as practicable, all the trees [and] shrubs … either indigenous or exotic, which can be raised in the open air of West Roxbury". The historical mission of the Arnold Arboretum is to increase knowledge of woody plants through research and to disseminate this knowledge through education.

Charles Sprague Sargent was appointed director and Arnold Professor of Botany shortly after the establishment of the institution in 1872.[2] Together with landscape architect Frederick Law Olmsted he developed the road and pathway system and delineated the collection areas by family and genus, following the then current and widely accepted classification system of Bentham and Hooker. The Hunnewell building was designed by architect Alexander Wadsworth Longfellow, Jr. in 1892 and constructed with funds donated by H. H. Hunnewell in 1903. From 1946 to 1950 the landscape architect Beatrix Farrand was the landscape design consultant for the Arboretum. Her early training in the 1890s included time with Charles Sprague Sargent and chief propagator and superintendent Jackson Thornton Johnson.[3] Today the Arboretum occupies 265 acres (107 hectares) of land divided between four parcels, viz. the main Arboretum and the Peters Hill, Weld-Walter and South Street tracts. The collections, however, are located primarily in the main Arboretum and on the Peters Hill tract. The Arboretum remains one of the finest examples of a landscape designed by Frederick Law Olmsted and it is a Frederick Law Olmsted National Historic Site) and a National Historic Landmark.

Robert E. Cook is the seventh and current Director of the Arnold Arboretum. He is also the Director of the Harvard University Herbaria located in Cambridge, Massachusetts.

Status

The Arboretum is privately endowed as a department of Harvard University. The land, however, was deeded to the City of Boston in 1882 and incorporated into the so-called "Emerald Necklace". Under the agreement with the City, Harvard University was given a thousand-year lease on the property, and the University, as trustee, is directly responsible for the development, maintenance, and operation of the Arboretum; the City retains responsibility for water fountains, benches, roads, boundaries, and policing. The annual operating budget of ,350,644 (fiscal year 2003) is largely derived from endowment, which is also managed by the University, and all Arboretum staff are University employees. Other income is obtained through granting agencies and contributors.

Location

The main Arborway gate is located on Route 203 a few hundred yards south of its junction with the Jamaicaway. Public transportation to the Arboretum is available on the MBTA Orange Line to its terminus at Forest Hills Station and by bus (#39) to the Monument in Jamaica Plain. The Arboretum is within easy walking distance from either of these points.

Hours

The grounds are open free of charge to the public from sunrise to sunset 365 days of the year. The Visitor’s Center in the Hunnewell Building, 125 Arborway, is open Monday through Friday 9 a.m.–4 p.m.; Saturdays 10 a.m.–4 p.m.; Sundays 12 p.m.–4 PM. The Visitor’s Center is closed on holidays. The Library, located in the Hunnewell Building, is open Monday through Saturday, 10 a.m.–4 p.m.. The Library is closed on Sundays and holidays. Stacks are closed and the collection does not circulate.

Area

Two hundred and sixty-five acres (107 hectares) in the Jamaica Plain and Roslindale sections of Boston, Massachusetts, located at 42°19′N 71°5′W / 42.317°N 71.083°W / 42.317; -71.083, with altitudes ranging from 46 feet (15 m) in the meadow across the drive from the Hunnewell Building to 240 feet (79 m) at the top of Peters Hill.

Climate

Average yearly rainfall is 43.63 inches (1,102 mm); average snowfall, 40.2 inches (102 centimeters). Monthly mean temperature is 51.5 °F (10.8 °C); July’s mean temperature is 73.5 °F (23 °C); January’s is 29.6 °F (-1.3 °C). The Arboretum is located in USDA hardiness zone 6 (0 to −10 °F, −18 to −23 °C).

Collections (as of September 14, 2007)

At present, the living collections include 15,441 individual plants (including nursery holdings) belonging to 10,216 accessions representing 4,099 taxa; with particular emphasis on the ligneous species of North America and eastern Asia. Historic collections include the plant introductions from eastern Asia made by Charles Sprague Sargent, Ernest Henry Wilson, William Purdom, Joseph Hers, and Joseph Rock. Recent introductions from Asia have resulted from the 1977 Arnold Arboretum Expedition to Japan and Korea, the 1980 Sino-American Botanical Expedition to western Hubei Province, and more recent expeditions to China and Taiwan.

Comprehensive collections are maintained and augmented for most genera, and genera that have received particular emphasis include: Acer, Fagus, Carya, Forsythia, Taxodium, Pinus, Metasequoia, Lonicera, Magnolia, Malus, Quercus, Rhododendron, Syringa, Paulownia, Albizia, Ilex, Gleditsia and Tsuga. Other comprehensive collections include the Bradley Collection of Rosaceous Plants, the collection of conifers and dwarf conifers, and the Larz Anderson Bonsai Collection. Approximately 500 accessions are processed annually.

Collections policy

The mission of the Arnold Arboretum is to increase our knowledge of the evolution and biology of woody plants. Historically, this research has investigated the global distribution and evolutionary history of trees, shrubs and vines, with particular emphasis on the disjunct species of East Asia and North America. Today this work continues through molecular studies of the evolution and biogeography of the floras of temperate Asia, North America and Europe.

Research activities include molecular studies of gene evolution, investigations of plant-water relations, and the monitoring of plant phenology, vegetation succession, nutrient cycling and other factors that inform studies of environmental change. Applied work in horticulture uses the collections for studies in plant propagation, plant introduction, and environmental management. This diversity of scientific investigation is founded in a continuing commitment to acquire, grow, and document the recognized species and infraspecific taxa of ligneous plants of the Northern Hemisphere that are able to withstand the climate of the Arboretum’s 265-acre (1.07 km2) Jamaica Plain/Roslindale site.

As a primary resource for research in plant biology, the Arboretum’s living collections are actively developed, curated, and managed to support scientific investigation and study. To this end, acquisition policies place priority on obtaining plants that are genetically representative of documented wild populations. For each taxon, the Arnold Arboretum aspires to grow multiple accessions of known wild provenance in order to represent significant variation that may occur across the geographic range of the species. Accessions of garden or cultivated provenance are also acquired as governed by the collections policies herein.

For all specimens, full documentation of both provenance and history within the collection is a critical priority. Curatorial procedures provide for complete and accurate records for each accession, and document original provenance, locations in the collections, and changes in botanical identity. Herbarium specimens, DNA materials, and digital images are gathered for the collection and maintained in Arboretum data systems and the herbarium at the Roslindale site.

Research

Research on plant pathology and integrated pest management for maintenance of the living collections is constantly ongoing. Herbarium-based research focuses on the systematics and biodiversity of both temperate and tropical Asian forests, as well as the ecology and potential for sustainable use of their resources. The Arboretum’s education programs offer school groups and the general public a wide range of lectures, courses, and walks focusing on the ecology and cultivation of plants. Its quarterly magazine, Arnoldia, provides in-depth information on horticulture, botany, and garden history. Current Research Initiatives

Plant Records

Plant records are maintained on a computerized database, BG-BASE 6.8 (BG-Base Inc.), which was initiated in 1985 at the request of the Arnold Arboretum and the Threatened Plants Unit (TPU) of the World Conservation Monitoring Centre (WCMC). A computerized mapping program (based on AutoCAD (Autodesk)) is linked to BG-BASE, and each accession is recorded on a series of maps at a scale of 1-inch (25 mm) to 20 feet (1:240) or 1-inch (25 mm) to 10 feet (1:120). A computer-driven embosser generates records labels. All accessioned plants in the collections are labeled with accession number, botanical name, and cultivar name (when appropriate), source information, common name, and map location. Trunk and/or display labels are also hung on many accessions and include botanical and common names and nativity. Stake labels are used to identify plants located in the Leventritt Garden and Chinese Path.

Grounds Maintenance

The grounds staff consists of the superintendent and assistant superintendent, three arborists, and ten horticultural technologists. A service garage is adjacent to the Hunnewell Building, where offices and locker rooms are located. During the summer months ten horticultural interns supplement the grounds staff. A wide array of vehicles and modern equipment, including an aerial lift truck and a John Deere backhoe and front loader, are used in grounds maintenance. Permanent grounds staff, excluding the superintendents, are members of AFL/CIO Local 615, Service Employees International Union (SEIU).

Nursery and Greenhouse Facilities

The Dana Greenhouses, located at 1050 Centre Street (with a mailing address of 125 Arborway), were completed in 1962. They comprise four service greenhouses totaling 3,744 square feet (348 m²), the headhouse with offices, cold rooms, storage areas, and a classroom. Staffing at the greenhouse includes the manager of greenhouses and nurseries, the plant propagator, two assistants, and, during the summer months, two horticultural interns. Adjacent to the greenhouse is a shade house of 3,150 square feet (293 m²), a 12,600 cubic foot (357 m³) cold storage facility, and three irrigated, inground nurseries totaling approximately one and one-half acres (6,000 m²). Also located in the greenhouse complex is the bonsai pavilion, where the Larz Anderson Bonsai Collection is displayed from the middle of April to the end of October. During the winter months the bonsai are held in the cold storage unit at temperatures slightly above freezing.

Isabella Welles Hunnewell Internship Program

The living collections department of the Arnold Arboretum offers a paid summer internship program [2] that combines hands-on training in horticulture with educational courses. Intern trainees will be accepted for 12- to 24-week appointments. Ten interns will work with the grounds maintenance department and two in the Dana Greenhouses.

As part of the training program, interns participate in mandatory instructional sessions and field trips in order to develop a broader sense of the Arboretum’s horticultural practices as well as those of other institutions. Sessions and field trips are led by Arnold staff members and embrace an open question and answer format encouraging all to participate. Interns often bring experience and knowledge that everyone, including staff, benefits from. It is a competitive-free learning environment.

Horticultural Apprenticeship

The Arboretum created the horticultural apprenticeship program in 1997 to provide hands-on experience in all aspects of the development, curation, and maintenance of the Arboretum’s living collections to individuals interested in pursuing a career in an arboretum or botanical garden.

The Living Collections department of the Arnold Arboretum offers a summer internship program[4] that combines practical hands-on training in horticulture with educational courses. Fourteen Interns/Horticultural Trainees are accepted for twelve to twenty-four week appointments. Interns receive the majority of their training in one of three departments: Grounds Maintenance, Nursery and Greenhouse, or Plant Records.

Lilac Sunday

The second Sunday in May every year is "Lilac Sunday". This is the only day of the year that picnicing is allowed. In 2008, on the 100th anniversary of Lilac Sunday, the Arboretum website touted:

Of the thousands of flowering plants in the Arboretum, only one, the lilac, is singled out each year for a daylong celebration. On Lilac Sunday, garden enthusiasts from all over New England gather at the Arboretum to picnic, watch Morris dancing, and tour the lilac collection. On the day of the event, which takes place rain or shine, the Arboretum is open as usual from dawn to dusk.[5]

Associated Collections

The Arboretum’s herbarium in Jamaica Plain holds specimens of cultivated plants that relate to the living collections (ca. 160,000). The Jamaica Plain herbarium, horticultural library, archives, and photographs are maintained in the Hunnewell building at 125 Arborway; however, the main portions of the herbarium and library collections are housed in Cambridge on the campus of Harvard University, at 22 Divinity Avenue.

Publications

The inventory of living collections is updated periodically and made available to sister botanical gardens and arboreta on request; it is also available on the Arboretum’s website (searchable inventory). Arnoldia, the quarterly magazine of the Arnold Arboretum, frequently publishes articles relating to the living collections. A Reunion of Trees[6] by Stephen A. Spongberg (curator emeritus) recounts the history of the introduction of many of the exotic species included in the Arobretum’s collections. New England Natives[7] written by horticultural research archivist Sheila Connor describes many of the trees and shrubs of the New England flora and the ways New Englanders have used them since prehistoric times. Science in the Pleasure Ground[8] by Ida Hay (former curatorial associate) constitutes an institutional biography of the Arboretum.

Institutional Collaborations

The Arboretum maintains an institutional membership in the American Public Garden Association (APGA) and the International Association of Botanical Gardens and Arboreta. Additionally, members of the staff are associated with many national and international botanical and horticultural organizations. The Arboretum is also a cooperating institution with the Center for Plant Conservation (CPC), and as an active member of the North American Plant Collections Consortium (NAPCC), it is committed to broadening and maintaining its holdings of: Acer, Carya, Fagus, Stewartia, Syringa, and Tsuga for the purposes of plant conservation, evaluation, and research. The Arboretum is also a member of the North American China Plant Exploration Consortium (NACPEC).

See also

Larz Anderson Bonsai Collection, donated by businessman and ambassador Larz Anderson
The Case Estates of the Arnold Arboretum
List of botanical gardens in the United States
North American Plant Collections Consortium
Adams-Nervine_Asylum

External links

Arnold Arboretum Official Website
Arnold Arboretum Visitor Information
Harvard University Herbaria
American Public Gardens Association (APGA)
Flora of China
Virtual Information Access (VIA) Catalog of visual resources at Harvard University.
Garden and Forest A Journal of Horticulture, Landscape Art, and Forestry (1888–1897)
Boston’s Arnold Arboretum: A Place for Study and Recreation, a National Park Service Teaching with Historic Places (TwHP) lesson plan
The Emerald Necklace: Boston’s Green Connection, a National Park Service Teaching with Historic Places (TwHP) lesson plan

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