Benito Juárez was born on March 21, 1806, in San Pablo Guelatao, a Zapotec-speaking hamlet in Sierra de Ixtlán (renamed the Sierra de Juárez on July 30, 1857) in Mexico’s southeastern state of Oaxaca. He died in the National Palace on July 18, 1872, as President of the Republic, an office he had occupied since January 1858, when, as President of the Supreme Court, he had succeeded the moderate Liberal Ignacio Comonfort, who had been driven into exile by a Conservative military revolt. During his fifteen years as president, a younger generation of Liberals, few of whom could remember the revolution of Independence (1808–1821), radically transformed Mexico’s laws and institutions. In October 1855, when Juárez was the minister of justice in the newly formed Liberal government, he implemented the “Law of Restriction of Corporate Privileges,” which is credited with setting in motion the wider Reform movement.
Between 1855 and 1860, in what was at the time called La Revolución but soon became known as La Reforma (the Reformation), Mexico moved from being a “Catholic Nation,” in which many of the social and racial hierarchies and corporate privileges of colonial rule still held sway, to becoming a secular federal republic regulated by a liberal constitution based on the sovereignty of the people and equality before the law, reducing the legal immunities and special privileges of the army and the Catholic Church and establishing a single system of civil law that guaranteed a wide range of freedoms and social rights. In the face of a Conservative uprising in January 1858, which broadened into the Three Years’ War (1858–1861), Liberals pressed ahead with an ambitious project of religious and civil disentailment (desamortización) that abolished corporate or communal property in favor of individual private ownership. The Liberal revolution was further strengthened in 1859 by the “Laws of Reform,” which ordered the wholesale nationalization of Church wealth and the closure of nunneries and monasteries; barred Roman Catholicism, the national religion until 1857, along with any other religion, from external manifestations of the cult; and established a civil registry and a strict separation of church and state.
Conservatives, undeterred by their defeat in the Battle of Calpulalpan, in December 1860, and in spite of Juárez receiving his first full popular mandate in the elections of March 1861, redoubled their resistance to the Reform by encouraging Napoleon III’s colonial ambitions, efforts that culminated in January 1862 in the occupation of Veracruz by forces from France, Britain, and Spain and the imposition of Maximilian Habsburg as emperor in April 1864. Juárez now led the defense of the Liberal republic on two fronts, and he retreated to northern Mexico, from where he coordinated resistance to the Empire.
Following the defeat of the Second Empire, which culminated in the execution of Maximilian alongside the principal Conservative generals at Querétaro on June 19, 1867, Juárez returned to the national capital wearing the twin laurels of Liberal law giver and savior of the nation. Although at his death, in 1872, he faced many enemies, especially in the Liberal camp, Juárez soon became enshrined as Liberal Mexico’s undisputed founding father and moral guide, much in the mold of his contemporaries Giuseppe Garibaldi and Abraham Lincoln. Under his leadership, liberalism had become insolubly fused with patriotism in the republican victory over European monarchy—Mexico’s second revolution of independence. La Reforma is recognized as a major watershed in Mexico’s history on a par with the revolution of Independence from Spain and the Revolution of 1910–1917.
Michele McArdle Stephens
The Caste Wars of the Yucatán tore apart the peninsula between 1847 and 1901. While the violence was not constant throughout the more than five decades between the start and conclusion of the war itself, the threat of rebel hostilities was ever present. Scholars have debated the origins of the war for many decades, with most recent academic treatments focusing on heavy tax burdens, poor working conditions for Yucatán’s peasantry, and the loss of land that occurred during the second half of the century. Tensions between political leaders exacerbated relations with the Mayas in particular and the peasantry more generally. The emergence of the breakaway state of Chan Santa Cruz, in the southeastern part of Yucatán, allowed rebel forces to coalesce between 1850 and the early 1870s. Here, a “Speaking Cross” oracle gave direction to the rebellious Mayas, who crushed their enemies and exacted revenge against those who would not support their cause. The emergence of Porfirio Díaz as President of Mexico in 1876 led to a gradual “reconquest” of the areas held by the cruzob, or “people of the Cross.” By 1901, the Mexican military ended the Caste Wars, though violent episodes still marred Yucatán until the early 1930s.
William E. French
A persuasive literature has argued that the course of Latin American history from the arrival of Europeans to the present has been shaped to a large extent by a small but expanding group of literate bureaucrats, church officials, lawyers, and intellectuals, known as letrados, who made their lives in urban centers. Those marked by this combination of power, urban living, and the written word, an assemblage that Angel Rama has dubbed “the lettered city,” utilized literature, history, the law, politics, and higher education to imagine the country into existence textually and to justify the hierarchies and inequalities that characterized their rule. Yet in Mexico, as elsewhere in Latin America, writing has a long history in nonelite settings, a venue that, in recognition of this fact, has now been referred to as “the lettered countryside.” Moreover, as understandings of a single literacy are giving way to a concern with “literacies,” defined in the plural and operating in relationship rather than opposed to such things as orality and visuality, traces of literacy practices are being discovered in many locations. Foregrounding the conjunction of the lettered city and the lettered countryside is an attempt to bring these venues into conversation while doing away with the binary that associates literary with the city and orality with the rural.
Over the course of the 19th century in Mexico, although the written word was still pressed into the service of national imagining, a number of other characteristics shaped the conjunction of the lettered city and the lettered countryside. A struggle over secularization was one new development, as authority came increasingly to be invested in the written word itself rather than justified in religious terms. New forms of literacies emerged, especially those associated with the novel and other forms of publications, including newspapers, periodicals for and by women, and the penny press, creating new publics with distinct senses of themselves as communities of readers and listeners; oratory, public discussion of politics and other issues in various venues, and the phenomenon of indirect readers also brought together these two locations. As early as the 1840s, rural residents in some parts of the country had made writing their own, drafting political proclamations in which they defined such things as federalism in their own terms and asserted themselves in national politics. While elite diarists, both men and women, left traces of their emotional lives in various forms of life writing over the course of the entire period, ordinary people, including mine workers, agricultural laborers, and women who carried out household duties, wrote love letters to each other by the last third of the century, if not before. Composed and exchanged by means of cooperation, the use of intermediaries known as evangelistas, or by individuals with various degrees of facility in reading and writing, love letters served as privileged means of communicating the emotions they brought into being while often ending up as evidence in legal proceedings that continued to assert the prerogatives of the lettered city even as it came ever more intimately conjoined with the lettered countryside.
Matthew Butler and David A. Bliss
The Hijuelas project is a multi-domain international collaboration that makes available in digital form a large and valuable source on nineteenth-century indigenous history––the so-called libros de hijuelas or deed books recording the statewide privatization of indigenous lands in Michoacán, Mexico. These deed books, 194 in total, have been digitized and described over a two-year period by a team of History students from Michoacán’s state university, the Universidad Michoacana de San Nicolás Hidalgo (UMSNH), trained by and working under the supervision of archivists of the Lozano Long Institute of Latin American Studies-Benson Latin American Collection of (LLILAS Benson) of the University of Texas at Austin. Additional logistical support has been provided by the Centro de Investigaciones y Estudios Superiores en Antropología Social (CIESAS) as a partner institution in Mexico of the University of Texas at Austin and by the state government of Michoacán via the Archivo General e Histórico del Poder Ejecutivo de Michoacán (AGHPEM), which is custodian of the hijuelas books. The project was generously funded by the British Library through its Endangered Archives Programme (EAP 931, “Conserving Indigenous Memories of Land Privatization in Mexico: Michoacán’s Libros de Hijuelas, 1719–1929”).
The project seeks to be innovative in two ways. As a post-custodial archiving project, first and foremost, it uses digital methods to make easily accessible to historians, anthropologists, and indigenous communities the only consolidated state-level record of the land privatizations (reparto de tierras) affecting Mexican indigenous communities in the 19th century. It therefore projects digitally a key source for historians and one that possesses clear identitarian and agrarian importance for indigenous communities. It also makes widely available a source that is becoming physically unstable and inaccessible because of the difficult public security conditions affecting Michoacán. As a collaboration involving diverse institutional actors, furthermore, the project brings together institutions from three different countries and is an example of what may be achieved through equitable international collaborations.
In the late 19th century, Mexico’s ancient ruins captivated much of the world. European and American explorers trekked through what was often touted as an “American Egypt” in search of pre-Columbian artifacts to display in private collections and museums. Mexicans similarly hunted after the remains of the Indian past, as their country witnessed a heightened interest in the excavation and exhibition of ancient artifacts during the dictatorship of Porfirio Díaz, the period commonly known as the Porfiriato (1876–1910). The Díaz regime embraced the indigenous past in order to present Mexico as a nation with ancient and prestigious roots. It took control of pre-Hispanic relics and ruins through archaeology, a discipline that was thought to give Mexico the coveted aura of a scientific, cosmopolitan, and modern nation. The Díaz regime gave unprecedented support to the National Museum in Mexico City, the nation’s most important institution for the study and display of Indian antiquity. Museum scholars such as Francisco del Paso y Troncoso, Alfredo Chavero, and Antonio Peñafiel, worked on building and organizing the archaeology collection as the government intensified the process of accumulating artifacts in the capital. One of the central figures in this process was Leopoldo Batres, the head of the General Inspectorate of Archaeological Monuments of the Republic. Batres brought antiquities to the museum, helped organize the archaeology collection, and built the Gallery of Monoliths, the nation’s premier showcase of pre-Columbian relics. He also carried out excavations at ruins throughout the country and reconstructed several archaeological sites, including Xochicalco and Mitla. His most famous (and most controversial) work took place at Teotihuacán, where he rebuilt the Pyramid of the Sun, turning Teotihuacán into the nation’s first official archaeological site, a project made to coincide with the centennial celebration of Mexican independence in 1910.
Luz María Hernández-Sáenz
In 1861, Spanish, British, and French forces all landed in Veracruz to collect the debts Mexico owed them. After two months, the Spanish and British representatives reached an agreement with the Mexican government, but the French troops remained with the objective of imposing a monarchy. This period of occupation, 1861 to 1867, is known as the French Intervention. France’s interference in Mexico was partly due to the efforts of a group of conservative Mexican politicians who believed that a monarchical rather than a republican system would solve Mexico’s problems. In 1863, with the French army occupying Mexico City, the provisional government offered the crown to the Austrian archduke Maximilian of Habsburg. After long negotiations between Maximilian and the French emperor, Napoleon III (who would lend military support and extend credit to the future emperor), Maximilian signed the Treaty of Miramar and accepted the crown.
The empire faced the opposition of President Benito Juárez and his republicans, who rightfully claimed to be Mexico’s legitimate government. Furthermore, Maximilian, a liberal who believed in a secular society, clashed with both the clergy and his conservative supporters. A dismal financial situation, military opposition, and the emperor’s inability to reconcile the different political factions doomed his reign. The premature withdrawal of the French troops and Maximilian’s inability to form an effective army resulted in the empire’s demise. The last remnants of the imperial army were defeated in Querétaro on May 15, 1867, and Maximilian was executed. The monarchical experiment was a complete political and military failure for those who promoted it and for Napoleon III, who supported it.
Nonetheless, the empire was not a complete failure. The monarchy did set important precedents for the administrative organization of the country: promoting nationalism, solidifying liberal reforms including the separation of church and state, and establishing the foundation for the modernization of Mexico.
Robert M. Buffington and Jesus Osciel Salazar
José Guadalupe Posada (b. Aguascalientes, February 2, 1852; d. Mexico City, January 20, 1913) was a prolific printmaker of exceptional technique, range, and originality. By the time of his death, his images had become a staple of Mexico City popular culture, appearing regularly in theatrical posters, advertisements, book illustrations, broadsides, and the penny press. Despite his popularity with impresarios, advertisers, publishers, editors, and readers, Posada received scant formal recognition during his lifetime. That changed in the 1920s with his “discovery” by prominent artists and art critics including internationally renowned muralists Diego Rivera and José Clemente Orozco. By the 1940s, exhibitions of his work had begun to appear in major galleries and museums in the United States and Europe, promoted as evidence of a unique visual aesthetic rooted in traditional Mexican culture and committed to exposing the long-standing oppression of the Mexican people at the hands of corrupt politicians, greedy bourgeoisie, cruel caciques (local party bosses), and foreign interlopers. Although scholars have disputed the genealogy and political nature of Posada’s vision, the revolutionary nationalist interpretation of Rivera, Orozco, and others has provided inspiration and a sense of cultural legitimacy for succeeding generations of artists in Mexico and throughout the Mexican diaspora. Posada is best known for his striking calaveras, notably Calavera Catrina, a fashionable female skull with bows and a fancy hat; and La Calavera Oaxaqueña, a machete-wielding male skeleton dressed in a charro outfit. Published in conjunction with the annual celebrations for Day of the Dead (October 31–November 2) and accompanied by satiric verses, Posada’s calaveras poke fun at the pretentions of the living in the face of their inevitable mortality.
Benito Pablo Juárez Garcia (b. San Pablo Guelatao, Oaxaca, March 21, 1806; d. Mexico City, July 18, 1872) was one of the greatest (and most controversial) statesmen in Mexican history. Born a humble Zapotec Indian, he was orphaned before the age of four, obtained an improbable education, became a lawyer and politician, was a revolutionary reformer, served twice as governor of Oaxaca, and succeeded to the presidency in a time of crisis. His unlikely rise to political prominence in a country with a racial caste system was remarkable. As president he led Liberal Republicans to victory in the War of Reform (1858–1861) as well as in the War of the French Intervention (1862–1867). Juarez and his generals defeated reactionary Conservatives and recalcitrant Catholic bishops in 1858–1861 and defended the republican Constitution of 1857. His defense of the Republic against foreign invasion and the imposition of an Austrian archduke as Emperor of Mexico, from 1862 to 1867, gave Juárez his heroic, even cultic, stature during his lifetime.
Although he faced fierce critics and enemies during his lifetime and after his death, Liberal partisans—politicians, journalists, workers, and Juárez himself—created the hero cult and the myth of Juárez. He was hailed as the incorruptible champion of the law, the constitutional republic, and the Mexican nation against powerful Mexican and foreign enemies in life and, even more, in death. General Porfirio Díaz served the Juárez government in war, opposed it in peace, and in 1876–1877, four years after the death of Juárez, became president by means of rebellion and then election. The new president was also from Oaxaca and embraced the Juárez myth to unite the nation and, in time, to create his own myth as the culminating hero in the making of the modern Mexican nation. The apotheosis of Juárez was consecrated in significant commemorative monuments of marble and bronze during the Porfiriato (the age of Porfirio Díaz, 1876–1911).
By the first decade of the 20th century, the Juárez myth was more divisive than uniting. The scientific liberals (científicos) supporting the Díaz regime presented Juárista politics as the template for the Díaz dictatorship. A new generation of liberals believed Díaz had abandoned the constitutionalism of Juárez. The Mexican Revolution, led by these liberals, overthrew Díaz in 1911. Revolutionary governments continued the cult of Juárez. Public schools were given Juárez busts, and liberal textbooks introduced the Juárez myth to a new generation. Juárez, Mexico’s greatest symbol of the defense of national sovereignty was popularly and officially celebrated when US troops evacuated Veracruz (after several months of intervention) in November 1914. The same took place upon the expropriation of the foreign oil companies by the Mexican government in 1938. During the 20th century, and at the beginning of the 21st century, the cult of Juárez (the devoted attachment to Juarez) has remained steady. Professional historians and the popular cynicism of official history have undermined, to some extent, the official myth of Juárez (the idealization of Juárez by the state).
Irving W. Levinson
The Mexican-American War ranks among the most consequential events in the history of both nations. Although the casus belli for the United States’s May 12, 1846, declaration of war was the Mexican ambush of a U.S. Army patrol in the disputed Nueces Strip on April 25 of that year, two underlying causes rendered conflict inevitable. The dispute over Texas was the first, and the desire of both nations to control the Mexican provinces of Nuevo Mexico and California was the second. President James Knox Polk identified the acquisition of that territory as the principal objective of his administration.
The conflict also remains noteworthy for the extent to which the political milieu in both countries proved as important as events on the battlefields. In México, a devastating war of independence (1810–1821), multiple violent overthrows of the federal government, the failure of two constitutions to produce a structure acceptable to both conservatives and liberals, and enmities generated by the socioeconomic structure severely limited México’s growth, tranquility, and potential for armed resistance to an invader. In the United States, the national unity evident at the outbreak of the war faded in the face of sectional rivalries, unexpectedly high casualties, and declining relations between the executive and legislative branches.
The military phases of the war fall into two segments. In the first, forces considerably smaller than those deployed in later phases of the war fought in Texas and in the Mexican provinces of Nuevo Mexico, California, Tamaulipas, and Nuevo Leon. When United States victories in northern Mexico failed to produce the anticipated Mexican surrender, the second phase of the conflict began on March 9, 1847, with General Winfield Scott’s invasion of central Mexico and ended with his entrance in Mexico City on September 14, 1847.
In the following seven months, both governments sought to obtain the best terms. A rising tide of violent rural rebellion in Mexico and a rising tide of Whig opposition to the Polk administration in Washington served as catalysts during the negotiations. Two agreements, the February 2, 1848, Treaty of Guadalupe-Hidalgo and the March 6, 1848, Truce Agreement brought hostilities a close.
Consequences of the conflict included the Mexico’s loss of 525,000 square miles of territory, the emergence of the United States as the dominant continental power, the dispossession of many Mexican citizens living in what had become U.S. territory, and the reestablishment of Mexican sovereignty over territories in rebellion.
Christon I. Archer and Stephen B. Neufeld
By 1821, a decade of bloody warfare had fragmented the viceroyalty of New Spain, divided the population into hostile factions of patriots and royalists, and intensified old hatreds among peninsular, or European-born, Spaniards (gachupines), American-born criollos, the complex racially mixed groups, and the indigenous population. In many regions, the native villagers were angry, resentful, and politically mobilized. The war had taught different segments of the population that mobilization and the effective use of political action—even violence—could address their political demands, their interminable grievances concerning landholding, and their chronic disputes over taxation.
These campesino insurgent and guerrilla fighters, many of whom knew little Spanish, fought tenaciously and often successfully for different factions and regions. Although some sought to escape combat and brutal suppression by fleeing into rugged mountains or posing as neutral noncombatants, guerrilla warfare, endemic banditry, and pervasive violence changed the lives of ordinary people.
In the cities, large floating populations of vagabonds, gamblers, and petty criminals frequented cockfights, bullfights, and other popular entertainments; loitering in parks and public markets, they made the night extremely dangerous for respectable urban residents. Nevertheless, even as indigenous and mestizo people suffered from the dislocations of war, arbitrary conscription, heavy taxation, and narrow paternalism, some also developed feelings of pride and empowerment that would find new expression in the post-independence decades.
By the outbreak of the war with the United States twenty-five years later, Mexico was ill-equipped and unprepared to defend its territory. Its economy was in ruins, its army lacked modern weapons and training, and many of its citizens were unwilling to engage in the defense of a nation that they did not fully comprehend. Others rose to lead the republic in its heroic, but impossible, defense.