Introduction to Immunology and Innate Immunity

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Last updated 11:50 PM on 9/10/25
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60 Terms

1
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Immunology

studying defense mechanisms the body has against infection

  • how to recognize and eliminate infections/ diseases while making sure immune system doesn’t attack us

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Primary Immune Organs

  1. Bone Marrow

  2. Thymus

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Bone Marrow

Site of hematopoiesis (RBC, WBC being formed), origin of all immune cells, site for B cell development and maturation while origin for T-cells but they mature in thymus

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Thymus

Site of T cell maturation and selection

  • selection

    • positive selection: can T cells see MHC molecules that the antigen might be presented on cause T cells can’t see freely floating antigens

    • negative selection: does t cells bind strongly to self antigens and if it does, can risk autoimmunity and deleted

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Secondary Immune Organs

  1. Lymph Nodes

  2. Spleen

  3. Mucosa Associated Lymphoid Tissues (MALT)

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Lymph Nodes

  • filter lymph

  • here is where the antigens are presented on the MHC molecules

  • here is where both T and B cells are activated for immune response

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Spleen

  • filters blood

  • responds to blood borne pathogens

  • contains red and white pulp

    • red pulp (filters blood and rbc screening)

    • white pulp (immune response and screen blood for pathogens)

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Mucosa Associated Lymphoid Tissues (MALT)

  • provides immune defense at mucosal surfaces which are distributed through respiratory tract, lungs, guts

  • contain components like tonsils, adenoids, Peyer’s patch and appendix which help in producing unique antibodies

  • first line of defense

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Three Functions of Immune System

  • Defending against pathogens: identifying and removing harmful microorganisms

  • Neutralizing harmful substances: detects and neutralizes toxins or allergens

  • Eliminating diseased cells: identifies and removes abnormal or mutated cells including cancer cells

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How Immune System is Activated

  • by antigens (molecules body recongizes as foregin)

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Epitope

specific region of antigen that is recongized and where immune cells bind

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Immunogen

A type of antigen that triggers an immune response

  • all immunogens are antigens

  • not all antigens are immunogens because not all trigger immune response

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Allergen

specific type of antigen that triggers hypersensitivity or allergic reaction

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Two types of antigens

Exogenous and Endogenous Antigens

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Exogenous Antigens

  • originate outside of body and are foreign to host

    • allergens, vaccine antigens

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Endogenous Antigens

produced within body during metabolism or intracellular bacterial/ viral infection

  • tumor antigens

  • once virus affects cells can be part of our body cause the origin of the virus is in our cells

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Complete Antigens

Triggers full immune response including both B and T cell activation without using carrier proteins

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Incomplete Antigens/ Haptens

cannot generate full immune response on its own and are non protein substances that require a carrier protein to evoke immunity

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Innate Immunity

  • rapid non specific first line of defense including physical, chemical and biological barriers preventing pathogen entry like mucosa, tears, (within minutes to hours)

  • relies on barriers like skin and immune cells including phagocytes and NK cells to contain and eliminate threats before causes harm

  • react in same way every time encounter pathogen (no memory)

  • immediate, non specific as targets general features of pathogens such as bacterial cell wall

  • after pathogens bypass initial barriers including innate immune cells, 2nd line of defense begins

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Adaptive Immunity

  • slower but highly specific response

  • develops memory that helps in long term protection

  • rapid recognition of previous pathogens

  • dendritic cells branch between innate and adpative immunity

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First line of defends - Skin

  • First line of defence

  • Physical barrier

  • Stratum corneum: forms a tough keratinized layer to block pathogens

  • Keratinization: skin cells produce keratin as mature causing a dense, water resistant and protective barrier

  • Dynamic defence : rapid healing and regeneration after minor Kim damage to stop pathogens from getting in

  • Skin shedding outmost cells helps get rid of debris so continuous barrier

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First Line of Defense - Mucosal barrier

  • acts as physical barrier: epithelial lining of respiratory, GI, and urogenital tracts block pathogens entry

  • Mucus secretion: traps microbes and debris for clearance through secreting mucus when coughing or sneezing and mucociliary activity

    • mucocililiary activity - how mucus moves

  • Mucus contains anti microbial molecules like lysozymes, defensins, and secretory antibodies (IgA) to neutralize pathogens by actions such as breaking down bacterial cell wall

  • Constant secretion and movement prevent pathogens from taking over

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First line of defense - tears and saliva

  • Action: wash away pathogens from exposed surfaces (over eyes, mouth)

  • Lysozyme is found in saliva and degrades bacterial cell wall specifically in gram positive bacteria

  • IgA antibodies neutralize pathogens preventing them from sticking

  • Lactoferrin: binds free iron reducing bacterial growth and replication because bacteria are not getting the iron they need to survive

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First line of defense - Commensal Flora (non harmful microorganisms)

  • occupies physical areas on skin, gut, and mucosal surfaces preventing pathogens from settling down onto the tissues

  • Competes with microbes for nutrients and space preventing pathogens from growing

  • Produces antimicrobial compounds such as bacteriocins, shirt chain fatty acids, that are toxic to pathogens

  • Helps immune maturation and immune tolerance (not attacking our own cells)

    • DEFINE????.?.?.

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Innate Immunity

  • 2nd line of defense that is activated after pathogens pass the barriers mentioned above

  • It involves innate cells including monocytes/ macrophages, dendritic cells, NK cells, neutrophils, eosinophils, basophils, mast cells

  • It also involves soluble factors

    • ????????

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Granulocytes (Make sure you can differentiate between the types)

  • innate cells containing cytoplasmic granules

  • Four types

    • Neutrophils (50-70%): rapid and phagocytose and kill microbes using enzyme and reactive oxygen species

      • disappears really quick cause high levels cause inflammation

    • Eosinophils (1-4%): target parasites by releasing cytotoxic granules and help with allergic and inflammatory responses

    • Basophils (<1%): cells that release histamine and inflammatory mediators during allergic reactions (DIFFERENCE BETWEEN EOSINOPHILS AND BASOPHILS)

    • Mast cells (rare): cells in tissue not blood unlike basophils, that release histamine and cytokines during allergy, anaphylaxis, and wound healing

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Monocytes (difference between this and neutrophils???????)

  • circulate in blood and phagocytic

  • Makes up about 5-10% of WBC

  • Key functions

    • Surveilliance: monitor blood to see if there is any infection or tissue damage

    • Migration: can rapidly move into tissue once sense inflammatory signals

    • Differentiation: can become macrophages and dendritic cells but once leaves blood stream and enters tissue, will differentiate into this

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Macrophages (one of most versatile)

  • phagocytosis (engulf and destroy pathogens, debris, and apoptotic cells

  • Cytokines secretion: release signalling molecules called cytokines that recruit and activate other immune cells

  • Antigen presentation: display pieces of the pathogen to the T cells and shows the connection between innate and adaptive immunity

  • Tissue repair: promotes wound healing and lowering inflammation after infection

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Macrophage polarization

  • M0 macrophages can differentiate into either M1 or M2 macrophages depending on the signals they receive from the environment

  • M1 Macrophages: classically activated and are pro inflammatory so induce inflammation but if too severe can cause tissue damage as M1 can attack your body

    • fight against Tumor cells

    • tissue specific antigen presentation: process antigens and using the MHC class 2 molecules located on surface of the M1 macrophages present them to T cells

  • M2 macrophages

    • anti inflammatory

    • Protect Timor cells from being attacked because mistake tumour cells for wound healing ??.??????

    • Secrete anti inflammatory cytokines to stop inflammation

    • Can get immune suppression if too many

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Macrophages Tissue Types (DO!)

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Dendritic Cells (DC)

  • bridge between innate and adaptive immune system

  • Comes from monocytes

  • Immature DC

    • found in peripheral tissues (skin, mucosa, lymphoid organs)

    • Specialized in capturing antigens from pathogens or damaged cells

      • strong capacity to take up antigens but have to become mature to be able to present those antigens

    • Activated by pathogen signals and cytokines

  • Mature DC

    • Efficient at antigen processing and presentation to T cells

    • Activate naive T cells (have never seen the antigen yet)

    • Mature DC have already taken up antigen

  • Maturation Process

    • dendritic cells mature in peripheral tissue upon seeing danger signals and migrate to lymph nodes

      • develop extended dendrites (branches) to interact with T cells

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Dendritic cell Subsets (DO)

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Natural Killer Cells

  • cytotoxic lymphocytes (toxic to cells and can kill them)

  • Detect and kill virus infected or tumor cells by releasing perforin and granzymes to induce apoptosis

  • Different from T cells cause can act fast without prior exposure

  • Do not rely on specific antigen receptors like T cells or B cells

    • T cells need antigen receptors to recognize antigens present on MHC molecules

    • B cells need antigen receptors to bind to free antigens

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How are NK cells similar to adaptive immunity

  • release cytokines (IFN-gamma) to recruit and activate adaptive immune cells

  • Some NK cells can respond more effectively to repeated viral exposure

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Second Line of Defense - Soluble Factors (watch video)

  • Complement system made up of soluble factors usually being proteins

    • definition: a network of proteins circulating in the blood and tissues in an inactive form

  • Once system detects presence of antigen, cause a cascade of events involving proteins being activated

    • once proteins are triggered some become enzymes that cut and activate other proteins, amplifying immune response

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Complement system specifics

  • nine main complement proteins named C1, C2, etc

  • Multiple complement fragments can come together to form a enzyme complex called convertase that will cleave other complement proteins amplifying response

  • Once complement proteins are cleaved they can be given a or b (ex. C1 a)

    • a fragment = anaphylatoxin (alarm signal) that recruits neutrophils and monocytes to site of infection

    • B fragment = binding fragment (sticks to surface of pathogen marking it for immune system to destroy such as by phagocyte

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Complement Activation Pathways (Watch video), don’t understand?

  • Classical Pathway (triggered by antigen-antibody complexes linking adaptive and innate immunity)

  • Lectin Pathway: recognizes sugar molecules on bacteria, faster cause doesn’t rely on antibodies but can only bind to sugar molecules

  • Alternative Pathway: spontaneous activation on pathogen surfaces

  • 3 different alarms/ pathways but all lead to tagging and recruiting immune cells

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Key outcomes of Complement Activation (DO)

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Clinical relevance of Complement System

  • C3 deficiency leads to severe frequent bacterial infections because negatively impacts opsonization

  • Over activation of complement system can cause tissue damage as seen in PNH which is a rare blood disorder where red blood cells are destructed due to complement system and RBC not having protective proteins on their surface due to mutation

    • C5 inhibitors prevent this

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Second Line of Defense in Soluble Factors (cytokines)

  • Cytokines: small signalling proteins secreted by immune and non immune cells, help communicate with immune system

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Key functions of cytokines

  • inflammation: promote and regulate inflammatory responses

  • Cell recruitment: guide immune cells (ex. Neutrophils, monocytes, lymphocytes) to sites of infection

  • Cell activation and differentiation: stimulate immune cells and help immune cells to differentiate

  • Help activate T cells and B cells for targeted response

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Autocrine action

  • cytokines act on cell secreting it

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Paracrine action

Cytokines act in nearby cells locally

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Endocrine action

Cytokines travel through blood to act on distant cells

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Cytokines examples

  • pro inflammatory cytokines

    • ex. IL-1, TNF-alpha, IL-6)

    • Amplify inflammation and fever cause recruit more immune cells to the area

  • Anti inflammatory cytokines

    • IL-10, TGF-Beta

    • Help limit and resolve excessive immune responses

    • Reduce inflammation

  • Interferons

    • Type 1: IFN alpha, IFN beta, Type 2 IFN-gamma

    • Enhance antiviral defences

    • Warn neighbouring cells about infection

    • IFN gamma also activate macrophages and support adaptive immunity

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Clinical relevance of cytokines

  • cytokines storms

    • too many inflammatory cytokines at once can cause dangerous inflammation as seen in COVID 19 and sepsis and damage tissues and organs

    How to reduce storms

    • IL-6 inhibitors: block IL-6 signalling to calm down immune activation

    • JAK inhibitors: indirect cytokines signalling blockers that suppress inflammation pathways

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Clinical relevance of cytokines - autoimmune dieases

  • cytokines overrreacting can cause diseases

    • rheumatoid arthritis

      • secrete high amounts of TNF alpha cytokines causing inflammation in joints

    • Crohn’s disease

    • Psoriasis

  • Cytokines can disrupt intestinal barriers

  • To reduce/ block TNF alpha inhibitors

    • Block

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Clinical relevance of cytokines - Cancer Therapy (Video)

  • cytokines like IL-2 can boost immune system to help fight cancer and used in cancer treatments

    • IL-2 stimulates growth of T cells which fight against cancer

    • However treatment can increase IL-2?? And cause hypertension and toxicity so used in specialized cases

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Clinical Relevance of Cytokines (Viral Infections) (Video)

  • Type 1 interferons help the body fight viruses like flu or hepatitis by turning on antiviral defences

    • type 1 interferons block viral replication and spread of virus

    • Infected cells warn surrounding cells to prepare

  • Treatment option

    • Pegasys

      • helps treat chronic hepatitis B and c infections

      • Polymer and being in blood longer????

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Chemokines

  • specialized group of cytokines responsible for guiding movement of immune cells to infection, inflammation, and injury sites (Chemotaxis)

  • Direction of chemotaxis is pathway that leads to increasing concentrations of chemokines

  • Types of chemokines

    • CXCL8: attracts neutrophils to infection sites to start clearing

    • CCL2: recruits monocytes during inflammation to eliminate threat

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Clinical Relevance of Chemokines

  • maraviroc is a CCR5 antagonist

    • CCR5: chemokine receptor on immune cells that HIV uses as a co-receptor to enter and infect cells

    • by blocking it, virus cannot bind to cell and slow HIV replication

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How Innate Immunity is Activated

  • relies on sensors (Pattern Recognition Receptors - PRRs) that detect signals from microbes or damaged cells and send an alert to trigger an immune response

  • What signals are detected

    • PAMPs: Pathogen assoicated molecular patterns (molecules only bacteria carry)

    • DAMPs: Damage associated molecular patterns (signals from injured or dying cells)

  • How it works

    • When PPR’s (found on membrane or cytoplasm), bind to DAMPs or PAMPs. activate transcription factors turning on genes for cytokines and other immune molecules causing inflammation, and activating immune cells

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Major Types of PRRs - TLRs

  • toll like receptors

  • dectect bacterial lipids and viral DNA

  • found on surface or inside cell

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Major types of PRRs - NLRs

  • NOD like receptors

  • sense bacterial cell wall components inside cells

  • location: inside cell'

  • mutations can cause over immunity

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Major Types of PRRs - RLRs

  • RIG-1-like receptors

  • Dectect viral RNA inside cytoplasm

  • found in cytoplasm of cells

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Major Types of PRRs - CLRs

  • C-type Lectin Receptors

  • recognize fungal pathogen sugars

  • found mainly on cell surface

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Major types of PRRs - cGAS-STING pathway

  • dectects viral or bacterial DNA floating inside cytoplasm

  • Boost antiviral defense and protect body against tumor cells

  • in cytoplasm

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PAMPs

  • pathogen associated molecular patterns

  • unique parts found on microbes but not human cells so immune system can recognize it quickly and lead to activation of T cells

  • Doesn’t need previous memory to work, see and recongize instantly

  • Common examples

    • Bacteria: Lipopolysaccharides (LPS)

    • Viruses: Double stranded RNA, single stranded RNA, unmethylated CpG DNA (cytosine (C) is followed by a guanine (G), linked by a phosphate bond (p).)

    • Fungi: carbohydrate structures like B glucans and mannans

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DAMPs

  • damage associated molecular patterns

  • molecules released by damaged or dying host cells even when no pathogen leading to inflammation

  • located within own cell

  • Common examples

    • HMGB1 (high mobility group box 1)

    • ATP

    • DNA/ RNA outside nucleus or mitochondria

    • uric acid crystals

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Clinical relevance of PAMPs and DAMPs

  • PAMPs

    • LPS in gram negative bacteria binds to TLR-4 receptors (toll like receptors) causing lots of cytokine release and can cause septic shock if uncontrolled (low bp, organ failure, or leaky vessels)

  • DAMPs

    • ATP and DNA from dead cells are released causing sterile inflammation (inflammation without pathogens being involved) due to triggers such as ischemia reperfusion injury, autoimmune disease)

      • ex: gout flares due to uric acid crystals being released

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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