Electrical PE Review

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218 Terms

1
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Complex number
A vector quantity that has two values, either magnitude (size), and direction (angle) when expressed in polar form, or a real and imaginary component when expressed in rectangular form.
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Phasor
An electrical quantity represented as a complex value in either polar or rectangular form.
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Phasor Diagram
A diagram used to graph complex numbers on the real and imaginary axis.
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Power Triangle Diagram
A modified phasor diagram used to graph complex power.
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Magnitude, r
The size or length of a complex number. This is an absolute value and is generally always positive. It is represented by magnitude brackets such as: |Z|.
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Phase angle, θ
The angle of a complex number with respect to the positive x-axis. In electrical theory, phasors rotate in the counter-clockwise direction. This means that angles in the counter-clockwise direction are positive, and angles in the clockwise direction are negative.
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Rectangular Form
Used to express a complex number in terms of its real (x-axis) and imaginary (y-axis) components.
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Polar Form
Used to express a complex number in terms of its magnitude and phase angle.
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Real Component, a
The horizontal component of a complex number plotted on the x-axis.
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Imaginary Component, b
The vertical component of a complex number plotted on the y-axis.
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Impedance, Z
the opposition of electrical current.
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Conjugate, *
Changes the polarity of the imaginary component when applied to a complex number in rectangular form, or, the phase angle when applied to a complex number in polar form.
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What is the primary use of instrument transformers?

They are used for metering high voltage power lines

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What are the two main types of instrument transformers?

Current Transformer (CT) and Potential Transformer (PT)

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Why are transformers used in metering relays?

To step down high voltage and current values to measurable levels

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Define an instrument transformer

Transformers used for metering purposes, connected to circuits with high current and voltage levels to step down these values to measurable levels.

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What is a Current Transformer?

An instrument transformer used to step down current to a measurable level

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Explain current transformer burden

The rating of a current transformer in Volt-amps due to resistance in the secondary coil

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What is a potential transformer (PT)?

An instrument transformer used to step down the voltage to a measurable level

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Define Wattmeter

A device that measures power using a current coil (CC) in series and a voltage coil (VC) in parallel.

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What is the two wattmeter method?

A method for measuring total active power in watts of a three-phase 3-wire circuit with no neutral.

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What can happen if the secondary side of a CT is disconnected while the primary conductor is still energized?

It would create an open circuit on the secondary circuit, resulting in an infinite resistance and potentially causing the CT to fail by arcing across the open air gap

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What is the purpose of insulation testing?

To evaluate the overall health of the insulation and replace it before it fails

24
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Define capacitive charging current (Ic)

The charging current drawn by the capacitive properties of electrical insulation

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What is dielectric absorption current (Ida)?

The current drawn by the polarization properties of electrical insulation material

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Explain leakage conduction current (Ir)

The current drawn through and over electrical insulation due to the resistive properties of the material

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What does the short time spot time test measure?

It measures the electrical resistance of insulation material during a short duration

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What is the one megaohm rule?

An industry rule of thumb used to evaluate the results of the short time spot time insulation test, where a pass is when the test result is at least one mega-ohm per 1kV of equipment voltage rating.

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What is reliability (R) in engineering?

The probability that an item or system will operate and perform its required function with out failure during a specific duration of time

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What is unreliability (F) in engineering?

The probability that an item or system will experience a failure during a specific duration of time

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Define availability (A)

The probability that an item or system is available to perform its intended function over a duration of time

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Define unavailability (Q)

The probability that an item or system is not available over a duration of time provided that it was available at the start

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What is the constant failure rate?

The ratio of the total number of failures to the total duration of time that the total number of failures occurred within

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What is mean time between failure (MTBF)?

The average time it takes for a specific repairable item or system to fail after the item or system has been installed or previously repaired, assuming it has a constant failure rate

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Define mean time to failure (MTTF)

The average time it takes for a specific non-repairable item or system to fail after the item or system has been installed assuming a constant failure rate

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What is mean time to repair or replace (MTTR)

The average length of time it takes to completely repair or replace an item or system after a failure such that the item or system may once again be operational

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What are reliability block diagrams (RBD)?

A block diagram model of the overall system reliability determined by the reliability of individual system components

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How do you calculate the reliability of an item or system?

Reliability of an item or system can be calculated as unity minus the unreliability of the same item or system

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How do you calculate the unavailability of an item or system?

Unavailability of an item or system can be calculated as unity minus the availability of the same item or system

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What does the time resistance test measure?

It measures the electrical resistance of insulation material over a longer duration, typically 5-10 minutes. Considered a safe non-destructive test (NDT)

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What is the significance of the polarization index?

It is a specific dielectric absorption ratio used to evaluate time resistance test results. The polarization index is the ratio of the resistance measured at 10 minutes to the resistance measured at 1 minute. Considered a safe non-destructive test (NDT).

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What is a high potential (high pot) test?

A destructive “go vs no-go” proof test for electrical insulation that uses high voltage

43
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What constitutes the total insulation current (It)?

The sum of all 3 different currents drawn by the material of the current itself

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What is ohm’s law?

V=IR

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How is electrical power calculated in a DC circuit?

P=VI

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What are the primary components of a power transmission system?

Transmission lines, transformers, substations and circuit breakers

47
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How is the turns ratio of a transformer related to voltage?

The turns ratio (N1/N2) is equal to the ratio of the primary voltage (V1) to the secondary voltage (V2), i.e., N1/N2 = V1/V2.

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What is the relationship between phase voltage and line voltage in a delta circuit?

In a delta circuit, the phase voltage is equal to the line voltage it is connected to

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How does the line current compare to the phase current in a delta circuit?

The line current in a delta circuit is √3 times larger than the internal phase current and lags it by 30º in positive, ABC sequence circuits​

50
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What is the key characteristic of line currents in a balanced delta load?

In a balanced delta load, all line currents are spaced apart evenly by 120 degrees

51
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What are the formulas for 3-phase real power and reactive power in wye and delta systems?

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52
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What does a leading power factor indicate?

A leading power factor indicates negative reactive power (Q) and a negative power angle (θ). The phase current angle (θI) is positive when the phase voltage angle is at zero degrees

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What is a balanced 3-phase system?

A balanced three-phase system has equal line voltage magnitudes, equal phase voltage magnitudes, equal line current magnitudes, and equal phase current magnitudes, with all quantities evenly spaced out by 120º​

54
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Define power factor (PF) and its significance in 3-phase circuits

Power factor is the ratio of real power (P) to apparent power (S), indicating the efficiency of power usage. It is crucial for determining the efficiency of power transfer in a circuit

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How does power angle differ between leading and lagging power factor?

For a leading power factor, the power angle is negative. For a lagging power factor, the power angle is positive.

56
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What is a voltaic cell?

A pair of 2 or more electrodes submerged in a conductive electrolyte solution that converts chemical energy into electrical energy

57
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What is the function of a cathode in a battery?

Cathode is the positively charged electrode

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What is the function of the anode in a battery?

Anode is the negatively charged electrode

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What is the electrolyte in a battery?

The material inside a battery that conducts electrons and current between polarized electrodes

61
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What does battery capacity refer to?

The amp-hour (Ah) discharge rate

62
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What is the shelf life of a battery?

How long a battery can be stored before losing 10% or greater of its capacity

63
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What is the difference between wet cells and dry cells?

Wet cells contain a liquid chemical electrolyte solution, while dry cells contain an electrolyte chemical paste

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What are primary cells?

One-time use cells with poor recharging capabilities that cannot properly hold a charge one dischargedWh

65
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What are secondary cells?

Rechargeable cells

66
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What is the depth of discharge (DOD)?

The amount of electrical capacity that has been drawn from the battery

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What is the state of charge (SOC)?

The amount of electrical capacity still present in the batteryWhat

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What is float voltage?

The voltage applied by the battery charging circuit to maintain the battery once it reaches full charge, accounting for the self-discharge

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How does a discharging battery act?

As a DC power source: current leaves the battery from the positive electrode (+) and enters back into the battery at the negative electrode (-).

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How does a charging battery act?

As a DC load: current enters the battery from the positive electrode (+) and leaves the battery at the negative electrode (-).

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What is the C rating of a battery?

It is a measure of the discharge capacity in units of per hour, determining the maximum continuous discharge current a battery can safely deliver.

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What affects the shelf life of a battery?

Temperature, age and discharge rate

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How does temperature affect battery capacity and life?

Lower temperatures reduce capacity by slowing the chemical reaction, while higher temperatures increase capacity but reduce life due to increased gas production, evaporation, and corrosion.

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How does age affect a battery’s life?

Increased corrosion on battery plates decreases the surface area for chemical reactions, reducing battery life.

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What are the 2 types of rotors?

Cylindrical and salient pole

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What are the two main components of a synchronous machine?

A wound rotor and an armature stator

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What are the two main types of electrical machines?

Generators and motors

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What is the difference between a synchronous and an asynchronous machine?

A synchronous machine operates at a constant speed determined by the power supply frequency, while an asynchronous machine (induction motor) operates at a speed less than the synchronous speed.

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What is the purpose of a rotor in an electrical machine?

The rotor is the rotating part of the machine that produces a magnetic field and interacts with the stator’s magnetic field to produce motion or generate electricity

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What is the function of the stator in an electrical machine?

The stator is the stationary part of the machine that produces a magnetic field and interacts with the rotor to produce motion or generate electricity

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What is synchronous speed?

The speed at which the magnetic field rotates in a synchronous machine, determined by the power supply frequency and the number of poles in the machine.

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How is synchronous speed calculated?

Synchronous speed (Ns) is calculated using the formula: Ns = (120 * f) / P, where f is the supply frequency and P is the number of poles.

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What is slip in an induction motor?

Slip is the difference between synchronous speed and the actual rotor speed, expressed as a percentage of synchronous speed

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How do you calculate the slip of an induction motor?

Slip (s) is calculated using the formula: s = (Ns - Nr) / Ns, where Ns is the synchronous speed and Nr is the rotor speed.

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What is the role of the commutator in a DC machine?

The commutator is a rotary switch that reverses the direction of current flow in the rotor windings, ensuring unidirectional torque in DC motors or unidirectional voltage in DC generators.

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What are the main components of a synchronous generator?

Stator, rotor, exciter, and voltage regulator

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How does an induction motor generate torque?

Torque is generated by the interaction between the magnetic field produced by the stator and the current induced in the rotor.

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What is field excitation in a synchronous machine

Field excitation refers to the process of supplying DC current to the rotor windings to produce a magnetic field.

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What is the purpose of the damper winding in a synchronous machine?

The damper winding helps to stabilize the machine during transient conditions and provides starting torque.

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How does an induction generator operate?

An induction generator operates by being driven above its synchronous speed, causing it to deliver power back to the electrical grid

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What is the role of the voltage regulator in a synchronous generator?

The voltage regulator controls the output voltage of the generator by adjusting the field excitation.

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What is the importance of the power factor in electrical machines?

The power factor indicates the efficiency of power usage and affects the voltage regulation and stability of the electrical system.

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What is the difference between a salient pole rotor and a cylindrical rotor?

A salient pole rotor has projecting poles and is typically used in low-speed machines, while a cylindrical rotor has a smooth cylindrical surface and is used in high-speed machines.

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What is the open circuit test in synchronous machines?

The open circuit test measures the relationship between the generated voltage and the field current when the machine is running without load.

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What is the short circuit test in synchronous machines?

The short circuit test measures the short-circuit current and synchronous reactance by shorting the output terminals and applying field excitation.

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How is mechanical torque generated in synchronous machines?

Mechanical torque is generated by the interaction between the rotor's magnetic field and the stator's magnetic field.

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What is synchronous reactance (Xs)?

Synchronous reactance is the opposition to the flow of alternating current in a synchronous machine, combining the effects of leakage reactance and armature reaction reactance.

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What is the armature reaction in electrical machines?

Armature reaction refers to the impact of the magnetic field produced by the armature current on the main field fluxWha

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What is the role of the exciter in a synchronous generator?

The exciter supplies the necessary DC current to the rotor windings to produce the magnetic field required for operation

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How do you determine the efficiency of an electrical machine?

Efficiency is calculated as the ratio of the output power to the input power, typically expressed as a percentage

Explore top notes

Imperialism Rise in Nationalism • During the French and Industrial Revolution, nationalism continued to inspire nations to increase their political and economic power. • Nationalism became the ideal force in the political, economic, and cultural life in the world, becoming the first universal ideology-organizing all people into a nation state. Nationalism Defined • The strong belief that the interest of a particular nation-state is of primary importance. o Nation-State – a state where the vast majority shares the same culture and is conscious of it. It is an ideal in which cultural boundaries match up with political ones. • As an ideology, it is based on the idea that the individual’s loyalty and devotion to the nation-state surpass other individual/group interests. • Exalting one nation’s belief above all others and placing primary emphasis on promotion of its culture and interests, excluding the interests of others. Changing the World through a Nationalistic Vision • The French Revolution significantly changed the political world and how countries govern. • The Industrial Revolution significantly changed the economic world. • The Age of Imperialism (1870-1914) dramatically changed the political, economic, and social world. What is Imperialism? • Imperialism- The policy of extending the rule of authority of an empire or nation over foreign countries, or of acquiring and holding colonies and dependencies. Power and influence are done through diplomacy or military force. Reasons for Imperialism • There are 5 main motives for empires to seek to expand their rule over other countries or territories: 1. Exploratory • Imperial nations wanted to explore territory unknown to them. • The main purpose for this exploration of new lands was for resource acquisition, medical or scientific research. o Charles Darwin • Other reasons: o Cartography (map making) o Adventure 2. Ethnocentric • Europeans acted on the concept of ethnocentrism o Ethnocentrism- the belief that one race or nation is superior to others. • Ethnocentrism developed out of Charles Darwin’s “survival of the fittest” theory. Philosophers used the theory to explain why there were superior races and inferior races. o This became known as Social Darwinism. • Most imperial nations believed that their cultural values or beliefs were superior to other nations or groups. • Believed imperial conquest would bring successful culture to inferior people. 3. Religious • Imperial expansion promoted a religious movement of people setting out to convert new members of conquered territories. • With the belief that Christianity was superior, missionaries believed it was their duty to spread Christianity to the world. • Christian missionaries established churches, and in doing so, they spread Western culture values as well. • Typically, missionaries spread the imperial nation's language through education and religious interactions. 4. Political • Patriotism and Nationalism helped spur our imperial growth, thus creating competition against other supremacies. • It was a matter of national pride, respect, and security. • Furthermore, European rivalry spurred nations for imperial conquest. Since land equaled power, the more land a country could acquire the more prestige they could wield across the globe. • Empires wanted strategic territory to ensure access for their navies and armies around the world. • The empire believed they must expand, thus they needed to be defended. 5. Economic • With the Industrial Revolution taking place during the same time, governments and private companies contributed to find ways to maximize profits. • Imperialized countries provided European factories and markets with natural resources (old and new) to manufacture products. • Trading posts were strategically placed around imperialized countries to maximize and increase profits. o Such places as the Suez Canal in Egypt which was controlled by the British provided strategic choke hold over many European powers. o Imperial powers competed over the best potential locations for resources, markets, and trade. History of Imperialism • Ancient Imperialism 600 BCE-500 CE o Roman Empire, Ancient China, Greek Empire, Persian Empire, Babylonian Empire. • Middle Age Imperialism (Age of Colonialism-1400-1800s) o Great Britain, Spain, Portugal, France, Netherlands (Dutch), Russia. • Age of Imperialism 1870-1914 o Great Britain, Spain, Portugal, France, Germany, Belgium, Italy, Japan, United States, Ottoman Empire, Russia. • Current Imperialism...? o U.S. Military intervention (i.e. Middle East) o Russia’s Invasion of Ukraine. Imperialism Colonialism • Refers to political or economic control, either legally or illegally. • Refers to where one nation assumes control over the other. • Creating an empire, expanding into neighboring regions and expanding the dominance far outside its borders. • Where a country conquers and rules over other regions for exploiting resources from the conquered country for the conqueror's benefit. • Foreign government controls/governs a territory without significant settlement. • Foreign government controls/governs the territory from within the land being colonized. • Little to no new settlement established on fresh territory. • Movement to settle to fresh territory. Age of Colonialism WHEN? • Started around the late 1400s and ended around the late 1700s/early 1800s. WHY? • Primary Reason: European countries, wished to find a direct trade route to Asia (China & India) and the East Indies. o Quicker and relatively more effective than land routes over Asia. • Secondary Reason: Empire expansion (land power) WHO? • Countries involved: Great Britain, France, Spain, the Dutch & Portugal. • Individuals’ knowns as Mercantilists believed that maintaining imperialized territory and colonizing the region could serve as a source of wealth, while personal motives by rulers, explorers, and missionaries could therefore promote their own agenda. o This agenda being “Glory, God and Gold”. Mercantilism • Mercantilism was a popular and main economic system for many European nations during the 16th to 18th centuries. • The main goal was to increase a nation’s wealth by promoting government rule of a nation’s economy for the purpose of enhancing state power at the expense of rival national power. • It was the economic counterpart of political absolutism. Why did mercantilists want colonies? • Mercantilists believed that a country must have an excess of exports over imports. • By colonizing territory, it provided the nation with indispensable wealth of precious raw materials. • Therefore, the claimed territory served as a market and supplier of raw materials for the mother country. Which, in time, provided an excess of exports for the nation and thus created wealth. o Development of Trading Companies to support this economic system. Hudson Bay Company – (1670). Controlled primarily North America. o Dutch East Indie Trading Company (1682) o East Indian Trading Company (1600) o Royal African Trade Company (1672) WHERE? • European nations begun to colonize the America, India and the East Indies to create a direct trade route. • Great Britain was the leading power in India, Australia and North America, South Africa. • Spain colonized central and South America. • French held Louisiana, coastal land of Africa and French Guinea. • The Dutch built an empire in the East Indies. • The Portuguese was able to take control of present-day Brazil and the southern tip of South America and Japan. Age of Colonialism • As countries started to imperialize these regions, eventually the concept of colonization took hold: • This is what makes the Age of Colonialism extremely different! End of Colonialism • By 1800, colonialism became less popular • Why? o Revolutions (Spain, France & American) o The Napoleonic Wars o Struggle for nationalism and democracy. o Exhausted all money and energy to supervise their colonies. Waiting to wake again • Imperialism would stay quiet for close to 50 years before Great Britain and France’s economies revitalized. • The outbreak of the Industrial Revolution only encouraged and revitalized European nations to begin their conquest for new territory and resources. Age of Imperialism THE SCRAMBLE FOR AFRICA 1870-1914 Conditions Prior to Imperialism of Africa  European interest in exploiting Africa was minimal.  Their economic interests & profit in Africa primarily came through coastal trade that took place during the 1500-1700s.  The slave trade became the main source of European profit.  Furthermore, disease, political instability, lack of transportation and unpredictable climate all discouraged Europeans from seeking territory. Slave Trade & the Trans-Atlantic Slave Voyages  Forced labor was not uncommon during the 13-17th Centuries. Africans and Europeans had been trading goods and people across the Mediteranea for centuries.  This all changed from 1526 to 1867, as a new system of slavery was introduced that became highly “commercialized, racialized and inherited”  By 1690, the America and West Indies saw approximately 30,000 African people shipped from Africa. A century later, that number grew to 85,000 people per year.  By 1867, approximately 12.5 million people (about twice the population of Arizona) left Africa in a slave ship. What Changed? 1. End of the Slave Trade- Left a need for trade between Europe and Africa. 2. Innovation in technology- The steam engine and iron hulled boats allowed Europe 3. Discovery of new raw materials- Explorers located vast raw materials and resources and this only spurred imperialism with Europe in the wake of the Industrial Revolution. 4. Politics- Unification of Germany and Italy left little room to expand in Europe. Germany and Italy both needed raw materials to “catch up” with Britain and France so they looked to Africa. The Scramble for Africa  The scramble started in 1870.  Although some coastal land had previously been acquired before 1870, the need for territory quickly accelerated as European countries looked t get deeper into Africa.  Within 20 years, nearly all continents were placed under imperialistic rule. Who was Involved?  Great Britain  France  Germany  Italy  Portugal  Belgium  Spain (kind) Violent Affairs  Violence broke out multiple times when European nations looked to claim the same territory.  Germ Chancellor. Otto van Bismarck. Attempted to avert the possibility of violence against the European powers.  In 1884, Bismarck organized a conference in Berlin for the European nations. The Berlin Conference (1884-85)  The conference looked to set ground rules for future annexation of African territory by European Nations.  Annexation is the forcible acquisition and assertion of legal title over one state’s territory by another state, usually following military occupation of the territory.  From a distant perspective, it looked like it would reduce tensions among European nations and avert war.  At the heart of the meeting, these European countries negotiated their claims to African territory, made it official and then mapped their regions.  Furthermore, the leaders agreed to allow free trade among imperialized territory and some homework for negotiating future European claims in Africa was established. Further Path  After the conference, european powers continued to expand their claims in Africa so that by 1900. 90% of the African territory had been claimed. A Turn towards Colonization?  Upon the imperialization of African territory, European nations and little interest in African land unless it produced economic wealth.  Therefore, European governments put little effort and expertise into these imperialized regions.  In most cases, this emat a form of indirect rule. Thus, governing the natin without sufficient settlement and government from within the mother country. Some Exceptions  There were some exemptions through in Africa as colonization was a necessary for some regions i n Africa.  Some regions where diamonds and gold were present. Government looked to protectorate the regions and establish rule and settlement in the regions.  Protectorates: A state controlled and protected by another state for defense against aggression and other law violations. Would  Some examples include South Africa, Botswana, Zimbabwe and Congo. Conclusion  Although it may appear that the Berlin Conference averted war amid the African Scramble, imperialism eventually brought the world into worldwide conflict.  With the continued desire to create an empire by European nations. World War 1 would break out which can be linked to this quest at imperialism.
Updated 490d ago
note Note
Imperialism Rise in Nationalism • During the French and Industrial Revolution, nationalism continued to inspire nations to increase their political and economic power. • Nationalism became the ideal force in the political, economic, and cultural life in the world, becoming the first universal ideology-organizing all people into a nation state. Nationalism Defined • The strong belief that the interest of a particular nation-state is of primary importance. o Nation-State – a state where the vast majority shares the same culture and is conscious of it. It is an ideal in which cultural boundaries match up with political ones. • As an ideology, it is based on the idea that the individual’s loyalty and devotion to the nation-state surpass other individual/group interests. • Exalting one nation’s belief above all others and placing primary emphasis on promotion of its culture and interests, excluding the interests of others. Changing the World through a Nationalistic Vision • The French Revolution significantly changed the political world and how countries govern. • The Industrial Revolution significantly changed the economic world. • The Age of Imperialism (1870-1914) dramatically changed the political, economic, and social world. What is Imperialism? • Imperialism- The policy of extending the rule of authority of an empire or nation over foreign countries, or of acquiring and holding colonies and dependencies. Power and influence are done through diplomacy or military force. Reasons for Imperialism • There are 5 main motives for empires to seek to expand their rule over other countries or territories: 1. Exploratory • Imperial nations wanted to explore territory unknown to them. • The main purpose for this exploration of new lands was for resource acquisition, medical or scientific research. o Charles Darwin • Other reasons: o Cartography (map making) o Adventure 2. Ethnocentric • Europeans acted on the concept of ethnocentrism o Ethnocentrism- the belief that one race or nation is superior to others. • Ethnocentrism developed out of Charles Darwin’s “survival of the fittest” theory. Philosophers used the theory to explain why there were superior races and inferior races. o This became known as Social Darwinism. • Most imperial nations believed that their cultural values or beliefs were superior to other nations or groups. • Believed imperial conquest would bring successful culture to inferior people. 3. Religious • Imperial expansion promoted a religious movement of people setting out to convert new members of conquered territories. • With the belief that Christianity was superior, missionaries believed it was their duty to spread Christianity to the world. • Christian missionaries established churches, and in doing so, they spread Western culture values as well. • Typically, missionaries spread the imperial nation's language through education and religious interactions. 4. Political • Patriotism and Nationalism helped spur our imperial growth, thus creating competition against other supremacies. • It was a matter of national pride, respect, and security. • Furthermore, European rivalry spurred nations for imperial conquest. Since land equaled power, the more land a country could acquire the more prestige they could wield across the globe. • Empires wanted strategic territory to ensure access for their navies and armies around the world. • The empire believed they must expand, thus they needed to be defended. 5. Economic • With the Industrial Revolution taking place during the same time, governments and private companies contributed to find ways to maximize profits. • Imperialized countries provided European factories and markets with natural resources (old and new) to manufacture products. • Trading posts were strategically placed around imperialized countries to maximize and increase profits. o Such places as the Suez Canal in Egypt which was controlled by the British provided strategic choke hold over many European powers. o Imperial powers competed over the best potential locations for resources, markets, and trade. History of Imperialism • Ancient Imperialism 600 BCE-500 CE o Roman Empire, Ancient China, Greek Empire, Persian Empire, Babylonian Empire. • Middle Age Imperialism (Age of Colonialism-1400-1800s) o Great Britain, Spain, Portugal, France, Netherlands (Dutch), Russia. • Age of Imperialism 1870-1914 o Great Britain, Spain, Portugal, France, Germany, Belgium, Italy, Japan, United States, Ottoman Empire, Russia. • Current Imperialism...? o U.S. Military intervention (i.e. Middle East) o Russia’s Invasion of Ukraine. Imperialism Colonialism • Refers to political or economic control, either legally or illegally. • Refers to where one nation assumes control over the other. • Creating an empire, expanding into neighboring regions and expanding the dominance far outside its borders. • Where a country conquers and rules over other regions for exploiting resources from the conquered country for the conqueror's benefit. • Foreign government controls/governs a territory without significant settlement. • Foreign government controls/governs the territory from within the land being colonized. • Little to no new settlement established on fresh territory. • Movement to settle to fresh territory. Age of Colonialism WHEN? • Started around the late 1400s and ended around the late 1700s/early 1800s. WHY? • Primary Reason: European countries, wished to find a direct trade route to Asia (China & India) and the East Indies. o Quicker and relatively more effective than land routes over Asia. • Secondary Reason: Empire expansion (land power) WHO? • Countries involved: Great Britain, France, Spain, the Dutch & Portugal. • Individuals’ knowns as Mercantilists believed that maintaining imperialized territory and colonizing the region could serve as a source of wealth, while personal motives by rulers, explorers, and missionaries could therefore promote their own agenda. o This agenda being “Glory, God and Gold”. Mercantilism • Mercantilism was a popular and main economic system for many European nations during the 16th to 18th centuries. • The main goal was to increase a nation’s wealth by promoting government rule of a nation’s economy for the purpose of enhancing state power at the expense of rival national power. • It was the economic counterpart of political absolutism. Why did mercantilists want colonies? • Mercantilists believed that a country must have an excess of exports over imports. • By colonizing territory, it provided the nation with indispensable wealth of precious raw materials. • Therefore, the claimed territory served as a market and supplier of raw materials for the mother country. Which, in time, provided an excess of exports for the nation and thus created wealth. o Development of Trading Companies to support this economic system. Hudson Bay Company – (1670). Controlled primarily North America. o Dutch East Indie Trading Company (1682) o East Indian Trading Company (1600) o Royal African Trade Company (1672) WHERE? • European nations begun to colonize the America, India and the East Indies to create a direct trade route. • Great Britain was the leading power in India, Australia and North America, South Africa. • Spain colonized central and South America. • French held Louisiana, coastal land of Africa and French Guinea. • The Dutch built an empire in the East Indies. • The Portuguese was able to take control of present-day Brazil and the southern tip of South America and Japan. Age of Colonialism • As countries started to imperialize these regions, eventually the concept of colonization took hold: • This is what makes the Age of Colonialism extremely different! End of Colonialism • By 1800, colonialism became less popular • Why? o Revolutions (Spain, France & American) o The Napoleonic Wars o Struggle for nationalism and democracy. o Exhausted all money and energy to supervise their colonies. Waiting to wake again • Imperialism would stay quiet for close to 50 years before Great Britain and France’s economies revitalized. • The outbreak of the Industrial Revolution only encouraged and revitalized European nations to begin their conquest for new territory and resources. Age of Imperialism THE SCRAMBLE FOR AFRICA 1870-1914 Conditions Prior to Imperialism of Africa  European interest in exploiting Africa was minimal.  Their economic interests & profit in Africa primarily came through coastal trade that took place during the 1500-1700s.  The slave trade became the main source of European profit.  Furthermore, disease, political instability, lack of transportation and unpredictable climate all discouraged Europeans from seeking territory. Slave Trade & the Trans-Atlantic Slave Voyages  Forced labor was not uncommon during the 13-17th Centuries. Africans and Europeans had been trading goods and people across the Mediteranea for centuries.  This all changed from 1526 to 1867, as a new system of slavery was introduced that became highly “commercialized, racialized and inherited”  By 1690, the America and West Indies saw approximately 30,000 African people shipped from Africa. A century later, that number grew to 85,000 people per year.  By 1867, approximately 12.5 million people (about twice the population of Arizona) left Africa in a slave ship. What Changed? 1. End of the Slave Trade- Left a need for trade between Europe and Africa. 2. Innovation in technology- The steam engine and iron hulled boats allowed Europe 3. Discovery of new raw materials- Explorers located vast raw materials and resources and this only spurred imperialism with Europe in the wake of the Industrial Revolution. 4. Politics- Unification of Germany and Italy left little room to expand in Europe. Germany and Italy both needed raw materials to “catch up” with Britain and France so they looked to Africa. The Scramble for Africa  The scramble started in 1870.  Although some coastal land had previously been acquired before 1870, the need for territory quickly accelerated as European countries looked t get deeper into Africa.  Within 20 years, nearly all continents were placed under imperialistic rule. Who was Involved?  Great Britain  France  Germany  Italy  Portugal  Belgium  Spain (kind) Violent Affairs  Violence broke out multiple times when European nations looked to claim the same territory.  Germ Chancellor. Otto van Bismarck. Attempted to avert the possibility of violence against the European powers.  In 1884, Bismarck organized a conference in Berlin for the European nations. The Berlin Conference (1884-85)  The conference looked to set ground rules for future annexation of African territory by European Nations.  Annexation is the forcible acquisition and assertion of legal title over one state’s territory by another state, usually following military occupation of the territory.  From a distant perspective, it looked like it would reduce tensions among European nations and avert war.  At the heart of the meeting, these European countries negotiated their claims to African territory, made it official and then mapped their regions.  Furthermore, the leaders agreed to allow free trade among imperialized territory and some homework for negotiating future European claims in Africa was established. Further Path  After the conference, european powers continued to expand their claims in Africa so that by 1900. 90% of the African territory had been claimed. A Turn towards Colonization?  Upon the imperialization of African territory, European nations and little interest in African land unless it produced economic wealth.  Therefore, European governments put little effort and expertise into these imperialized regions.  In most cases, this emat a form of indirect rule. Thus, governing the natin without sufficient settlement and government from within the mother country. Some Exceptions  There were some exemptions through in Africa as colonization was a necessary for some regions i n Africa.  Some regions where diamonds and gold were present. Government looked to protectorate the regions and establish rule and settlement in the regions.  Protectorates: A state controlled and protected by another state for defense against aggression and other law violations. Would  Some examples include South Africa, Botswana, Zimbabwe and Congo. Conclusion  Although it may appear that the Berlin Conference averted war amid the African Scramble, imperialism eventually brought the world into worldwide conflict.  With the continued desire to create an empire by European nations. World War 1 would break out which can be linked to this quest at imperialism.
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