Catholic Church

How did Catholics Embrace Religious Liberty?

By guest contributor Udi Greenberg

This post is a companion piece to Prof. Greenberg’s article in the most recent issue of the Journal of the History of Ideas, “Catholics, Protestants, and the Tortured Path to Religious Liberty.”

A series of recent controversies in Europe and the United States have sparked intense interest in the scope and limits of religious liberty. Can governments make sure everyone has the right to freely practice their faith? Should they protect this right even if it clashes with other priorities and principles, such as national security imperatives or anti-discrimination statutes? While almost all the participants in these debates—politicians, jurists, commentators, and social thinkers—claim to be defenders of religious freedom, they assign profoundly different meanings, goals, and consequences to this term. Progressives have invoked it to decry anti-Muslim measures such as anti-veil laws in Europe or the “Muslim ban” in the United States, while conservatives have used religious liberty to defend the right to discriminate against single-sex couples, deny access to birth control, and ban displays of certain religious faiths. Perhaps because it is so heavily contested, the language of religious liberty has acquired a significant aura in contemporary public, political, and legal discourse. Like “democracy,” “justice,” and “freedom,” it is a term that radically different camps seek to claim as their own.

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Pope Gregory XVI

It can therefore be surprising to remember how recent religious liberty’s popularity is. Few institutions reflect this better than the Catholic Church, which as recently as the early 1960s openly condemned religious freedom as heresy. Throughout the nineteenth century and well into the twentieth, Catholic bishops and theologians claimed that the state was God’s “secular arm.” The governments of Catholic-majority countries therefore had the duty to privilege Catholic preaching, education, and rituals, even if they blatantly discriminated against minorities (where Catholic were minority, they could tolerate religious freedom as a temporary arrangement). As Pope Gregory XVI put it in his 1832 encyclical Mirari vos, state law had to restrict preaching by non-Catholics, for “is there any sane man who would say poison ought to be distributed, sold publicly, stored, and even drunk because some antidote is available?” It was only in 1965, during the Second Vatican Council, that the Church formally abandoned this conviction. In its Declaration on Religious Freedom, it formally proclaimed religious liberty as a universal right “greatly in accord with truth and justice.” This was one of the greatest intellectual transformations of modern religious thought.

Why did this change come about? Scholars have provided illuminating explanations over the last few years. Some have attributed it to the mid-century influence of the American constitutional tradition of state neutrality in religious affairs. Others claimed it was part of the Church’s confrontation with totalitarianism, especially Communism, which led Catholics to view the state as a menacing threat rather than ally and protector. My article in the July 2018 issue of the Journal of the History of Ideas uncovers another crucial context that pushed Catholics in this new direction. Religious liberty, it shows, was also fueled by a dramatic change in Catholic thinking about Protestants, namely a shift from centuries of hostility to cooperation and even a warm embrace. Well into the modern era, many Catholic writers continued to condemn Luther and is heirs, blaming them for the erosion of tradition, nihilism, and anarchy. But during the mid-twentieth century, Catholics swiftly abandoned this animosity, and came to see Protestants as brothers in a mutual fight against “anti-Christian” forces, such as Communism, Islam, and liberalism. French Theologian Yves Congar argued in 1937 that the Church transcends its “visible borders” and includes all those who have been baptized, while German historian Joseph Lortz published in 1938 sympathetic historical tomes that depicted Martin Luther and the Reformation as well-meaning Christians. This process of forging inter-Christian peace—which became known as ecumenism—reached its pinnacle in the postwar era. In 1964, it received formal doctrinal approval when Vatican II promulgated a Decree on Ecumenism (1964), which declared Protestants as “brethren.”

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Pope Pius X

It was in this context that Catholic leaders also shed their opposition to religious liberty. Catholic thinkers had long demonized religious liberty as a Protestant conspiracy that allowed Luther’s heresy to thrive. This was the spirit in which Pope Pius X, in his famous 1910 encyclical Editae saepe, decried Protestants for “pav[ing] the way for modern rebellions and apostasy.” But after the Church embarked on its quest for cooperation with Protestants, it also reconsidered its approach to state institutions. They no longer required Catholic countries to impose Catholic education and practices. Indeed, for many Catholic writers, interdenominational peace required a new approach to the state, where no church held formal legal hegemony; they believed that the two intellectual projects—making peace with Protestants and revising Catholic teachings on the use of state power—were ultimately inseparable. It was no coincidence that the thinkers who drafted Vatican II’s Declaration on Religious Freedom also penned the Decree on Ecumenism. Both texts also emerged from the same organ, the Secretariat for Promoting Christian Unity.

This story may seem like a scholastic dive into arcane theological debates, but it has broader implications for our own debates about religion and politics. It raises questions about the origins of contemporary laws that regulate religion in Europe and the United States. Reflecting on recent controversies, some scholars have often attributed religious liberty laws to the ideology of “secularism” (or laïcité in French). If countries like France, they have asserted, routinely discriminate against Muslims through actions like banning the veil, it is in part (though not exclusively) because of an obsession with secular public affairs cannot digest certain religious behaviors or open displays of faith. Yet as this story of Catholic thinking reveals, religious liberty is not simply the product of secularist ideas. In some cases, it was the product of inter-confessional peace between Catholics and Protestants, whose architects had no aspirations of promoting universal religious equality. On the ideological level, ecumenical religious freedom in fact sought to maintain religious dominance in the public sphere by joining forces against “anti-Christian” enemies. It thus may be that religious liberty is best understood not only as the product of secular ideas and conditions. Rather, it was also the work of religious actors and ideas—a legacy that continues to profoundly shape contemporary political and public life.

Udi Greenberg is an associate professor of European history at Dartmouth College. He is currently writing a book titled Religious Pluralism in the Age of Violence: Catholics and Protestants from Animosity to Peace, 1879–1970. Together with Daniel Steinmetz-Jenkins, he edited a special forum on Christianity and human rights in the latest issue of the Journal of the History of Ideas; the introduction to that forum can be found here.

A Book of Battle: Marcelino Menéndez y Pelayo and La ciencia española

By Editor Spencer J. Weinreich

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Statue of Marcelino Menéndez Pelayo at the Biblioteca Nacional de España

Marcelino Menéndez y Pelayo’s La ciencia española (first ed. 1876) is a battlefield long after the guns have fallen silent: the soldiers dead, the armies disbanded, even the names of the belligerent nations changed beyond recognition. All the mess has been cleared up. Like his contemporaries Leopold von Ranke, Arnold Toynbee, or Jacob Burckhardt, Menéndez Pelayo has been enshrined as one of the nineteenth-century tutelary deities of intellectual history. Seemingly incapable of writing except at great length and in torrential cascades of erudition, his oeuvre lends itself to reverence—and frightens off most readers. And while reverence is hardly undeserved, we do a disservice to La ciencia española and its author if we leave the marmoreal exterior undisturbed. The challenge for the modern reader is to recover the passions—intellectual, political, and personal—animating what Menéndez Pelayo himself called “a book of battle [un libro de batalla]” (2:268).

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Gumersindo de Azcárate

La ciencia española is a multifarious collection of articles, reviews, speeches, and letters that takes its name from its linchpin, a feisty exchange over the history of Spanish learning (la ciencia española). The casus belli came from an 1876 article by the distinguished philosopher and jurist Gumersindo de Azcárate, who argued that early modern Spain had been intellectually stunted by the Catholic Church. Menéndez Pelayo responded with an essay vociferously defending the honor of Spanish learning, exonerating the Church, and decrying the neglect of early modern Spanish intellectual history. Azcárate never replied, but his colleagues  Manuel de la Revilla, Nicolás Salméron, and José del Perojo took up his cause, trading articles with Menéndez Pelayo in which they debated these and related issues—was there such a thing as “Spanish philosophy”?—in excruciating detail.

The exchange showcases the driving concerns of Menéndez Pelayo’s scholarly career: the greatness of the Spanish intellectual tradition, critical bibliography, Catholicism as the national genius of Spain, and an almost-frightening sense of how much these issues matter. This last is the least accessible element of La ciencia española: the height of its stakes. Why should Spain’s very identity rest upon abstruse questions of intellectual history? How did a group of academics merit the label “the eternal enemies of religion and the patria [los perpetuos enemigos de la Religión y de la patria]” (1:368)?

Here we must understand that La ciencia española is but one rather pitched battle in a broader war. Nineteenth-century Spain was in the throes of an identity crisis, the so-called “problem of Spain.” In the wake of the loss of a worldwide empire, serial revolutions and civil wars, a brief flirtation with a republic, endemic corruption, and economic stagnation, where was Spain’s salvation to be found—in the past or in the future? With the Church or with the Enlightenment? By looking inward or looking outward?

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Karl Christian Friedrich Krause

Menéndez Pelayo was a self-declared neocatólico, a movement of conservative Catholics for whom Spain’s identity was indissolubly linked to the Church. He also stands as perhaps the foremost exponent of casticismo, a literary and cultural nationalism premised on a return to Spain’s innate, authentic identity.  All of Menéndez Pelayo’s antagonists in that initial exchange—Azcárate, Revilla, Salmerón, and Perojo—were Krausists, from whom not much is heard these days. Karl Christian Friedrich Krause was a student of Schelling, Hegel, and Fichte, long (and not unjustly) overshadowed by his teachers. But Krause found an unlikely afterlife among a cohort of liberal thinkers in Restoration Spain. These latter-day Krausists aimed at the intellectual rejuvenation of Spain, which they felt had been stifled by the Catholic Church. Accordingly, they called for religious toleration, academic freedom, and, above all, an end to the Church’s monopoly over education.

To Menéndez Pelayo, Krausism threatened the very wellsprings of the national culture. The Krausists were “a horde of fanatical sectarians […] murky and repugnant to every independent soul” (qtd. in López-Morillas, 8). He acidly denied both that Spain’s learning had declined, and that the Church had in any way hindered it:

For this terrifying name of “Inquisition,” the child’s bogeyman and the simpleton’s scarecrow, is for many the solution to all problems, the deus ex machina that comes as a godsend in difficult situations. Why have we had no industry in Spain? Because of the Inquisition. Why have we had bad customs, as in all times and places, save in the blessed Arcadia of the bucolics? Because of the Inquisition. Why are we Spaniards lazy? Because of the Inquisition. Why are there bulls in Spain? Because of the Inquisition. Why do Spaniards take the siesta? Because of the Inquisition. Why were there bad lodgings and bad roads and bad food in Spain in the time of Madame D’Aulnoy? Because of the Inquisition, because of fanaticism, because of theocracy. [Porque ese terrorífico nombre de Inquisición, coco de niños y espantajo de bobos, es para muchos la solución de todos los problemas, el Deus ex machina que viene como llovido en situaciones apuradas. ¿Por qué no había industria en España? Por la Inquisición. ¿Por qué había malas costumbres, como en todos tiempos y países, excepto en la bienaventurada Arcadia de los bucólicos? Por la Inquisición. ¿Por qué somos holgazanes los españoles? Por la Inquisición. ¿Por qué hay toros en España? Por la Inquisición. ¿Por qué duermen los españoles la siesta? Por la Inquisición. ¿Por qué había malas posadas y malos caminos y malas comidas en España en tiempo de Mad. D’Aulnoy? Por la Inquisición, por el fanatismo, por la teocracia.]. (1:102–03)

What was called for was not—perish the thought—a move away from dogmatism, but a renewed appreciation for Spain’s magnificent heritage. “I desire only that the national spirit should be reborn […] that spirit that lives and beats at the base of all our systems, and gives them a certain aspect of their parentage, and connects and ties together even those most discordant and opposed [Quiero sólo que renazca el espíritu nacional […], ese espíritu que vive y palpita en el fondo de todos nuestros sistemas, y les da cierto aire de parentesco, y traba y enlaza hasta a los más discordes y opuestos]” (2:355).

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Title page of Miguel Barnades Mainader’s Principios de botanica (1767)

Menéndez Pelayo practiced what he preached. He is as comfortable discussing such obscure peons of the Republic of Letters as the Portuguese theologian Manuel de Sá and the Catalan botanist Miguel Barnades Mainader, as he is in extolling Juan Luis Vives, arguing over the influence of Thomas Aquinas, or establishing the birthplace of Raymond Sebold. Menéndez Pelayo writes with genuine pain at “the lamentable oblivion and neglect in which we hold the nation’s intellectual glories [del lamentable olvido y abandono en que tenemos las glorias científicas nacionales]” (1:57). His fellow neocatólico Alejandro Pidal y Mon imagines Menéndez Pelayo as a necromancer, calling forth the spirits of long-dead intellectuals (1:276), a power on extravagant display in La ciencia española. The third volume of La ciencia española comprises nearly three hundred pages of annotated bibliography, on every conceivable branch of the history of knowledge in Spain.

I am aware how close I have strayed to the kind of pedestal-raising I deprecated at the outset. Fortunately, we do not have to look far to find the clay feet that will be the undoing of any such monument. Menéndez Pelayo’s lyricism should not disguise the reactionary character of his intellectual project, with its nationalism and loathing of secularism, religious toleration, and any challenge to Catholic orthodoxy. His avowed respect for the achievements of Jews and Muslims in medieval Spain is cheapened by a pervasive, muted anti-Semitism and Islamophobia: La ciencia española speaks of “the scientific poverty of the Semites [La penuria científica de los semitas]” (2:416) and the “decadence [decadencia]” of contemporary Islam. When he writes, “I am, thanks be to God, an Old Christian [gracias a Dios, soy cristiano viejo]” (2:265), we cannot pretend he is ignorant of the pernicious history of that term. Of the colonization of the New World he baldly states, “we sowed religion, science, and blood with a liberal hand, later to reap a long harvest of ingratitudes and disloyalties [sembramos a manos llenas religión, ciencia y sangre, para recoger más tarde larga cosecha de ingratitudes y deslealtades]” (2:15).

It is no coincidence that Menéndez Pelayo’s prejudices are conveyed in superlative Spanish prose—ire seems to have brought out the best of his wit. “I cannot but regret that Father [Joaquín] Fonseca should have felt himself obliged, in order to vindicate Saint Thomas [Aquinas] from imagined slights, to throw upon me all the corpulent folios of the saint’s works [no puedo menos de lastimarme de que el Padre Fonseca se haya creído obligado, para desagraviar a Santo Tomás de ofensas soñadas, a echarme encima todos los corpulentos infolios de las obras del Santo]” (2:151) “Mr. de la Revilla says that he has never belonged to the Hegelian school. Congratulations to him—his philosophical metamorphoses are of little interest to me [El Sr. de la Revilla dice que nunca ha pertenecido a la escuela hegeliana. En hora buena: me interesan poco sus transformaciones filosóficas]” (1:201). On subjects dear to his heart, baroque rhapsodies could flow from his pen. He spends three pages describing the life of the medieval Catalan polymath Ramon Llull, whom he calls the “knight errant of thought [caballero andante del pensamiento]” (2:372).

At the same time, many pages of La ciencia española make for turgid reading, bare catalogues of obscure Spanish authors and their yet more obscure publications.

*     *     *

Menéndez Pelayo died in 1912. Azcárate, his last surviving interlocutor, passed away five years later. Is the battle over? In the intervening decades, Spain has found neither cultural unity nor political coherence—and not for lack of trying. Reactionary Catholic and conservative though he was, Menéndez Pelayo does not fit the role of Francoist avant la lettre, in spite of the regime’s best efforts  to coopt him. La ciencia española shows none of Franco’s Castilian chauvinism and suspicion of regionalism. Menéndez Pelayo chides an author for using the phrase “the Spanish language [la lengua española]” when he means “Castilian.” “The Catalan language is as Spanish as Castilian or Portuguese [Tan española es la lengua catalana como la castellana or la portuguesa]” (2:363).

Today the Church has indeed lost its iron grip on the Spanish educational system, and the nation is not only no longer officially Catholic, but has embraced religious toleration and even greater heterodoxies, among them divorce, same-sex marriage, and abortion. We are all Krausists now.

If the crusade against the Krausists failed, elements of Menéndez Pelayo’s intellectual project have fared considerably better. We are witnessing a flood of scholarly interest in early modern Spain’s intellectual history—historiography, antiquarianism, the natural sciences, publishing. Whether they know it or not, these scholars are answering a call sounded more than a century before. And never more so than when they turn their efforts to those Menéndez Pelayo sympathetically called “second-order talents [talentos de segundo orden]” (1:204). In the age of USTC, EEBO, Cervantes Virtual, Gallica, and countless similar resources, the discipline of bibliography he so cherished is expanding in directions he could never have imagined.

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Charles II of Spain

Spain’s decline continues to inspire debate among historians—and will continue to do so, I expect, so long as there are historians to do the debating. The foreword to J. H. Elliott’s still-definitive survey, Imperial Spain: 1469–1716, places the word “decline” in inverted commas, but the prologue acknowledges the genuine puzzle of explaining the shift in Spain’s fortunes over the early modern period. Menéndez Pelayo could hardly deny that Charles II ruled an altogether less impressive realm than had his great-grandfather, but would presumably counter that whatever the geopolitics, Spanish letters remained vibrant. As for the Spanish Inquisition, his positivity prefigures that of Henry Kamen, who has raised not a few eyebrows with his favorably inclined “historical revision.”

La ciencia española is at once the showcase for a prodigious young talent, a call to arms for intellectual traditionalism, and a formidable if flawed collection of insights and reflections. As the grand old man of Spanish letters, a caricature of conservatism and Catholic partisanship, Menéndez Pelayo furnishes an excellent foil—or strawman, for those less charitably inclined—against whom generations can and should sharpen their pens and their arguments.

La lutte continue.

“Doctrine according to need”: John Henry Newman and the History of Ideas

By guest contributor Burkhard Conrad O.P.L.

Any history of ideas and concepts hinges on the observation that ideas and concepts change over time. This notion seems to be so self-evident that the question of why they change is rarely addressed.

Interestingly enough, it was only during the course of the nineteenth century that the notion of a history of ideas, concepts, and doctrines became widespread. Ideas increasingly came to be seen as contingent or “situational,” as we might phrase it today. Ideas were no longer regarded as quasi-metaphysical entities unaffected by time and change. This hermeneutic shift from metaphysics to history, however, was far from sudden. It came about gradually and is still ongoing.

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John Henry Newman in 1844, a year before he wrote his Essay on the Development of Christian Doctrine (portrait by George Richmond)

The theologian and controversialist John Henry Newman (1801–1890) must be regarded as one of the intellectual protagonists of this shift from metaphysics to history. An eminent intellectual within the high-church Anglican Oxford Movement, Newman decided mid-life to join the Church of Rome, eventually to become one of the foremost voices of nineteenth century Roman Catholicism in Britain. Newman exerts an influence well into our time with figures such as Joseph Ratzinger (Pope Benedict XVI) paying tribute to his thought. Benedict eventually beatified Newman in 2010.

Rarely quoted in any non-theological study in the history of ideas, Newman’s work is eminently important for understanding both the quest for a historical understanding of ideas and the anxious existential situation of those thinkers who found themselves in the middle of a momentous intellectual revolution. In Newman’s day, it was not uncommon for such intellectual and personal queries to go hand in hand.

In Newman’s case, this phenomenon becomes particularly obvious when we look at his contribution to the history of ideas. In 1845, during his phase of conversion from Anglicanism to Roman Catholicism, Newman wrote his famous Essay on the Development of Christian Doctrine. I wish to focus on two of Newman’s central claims within the Essay. Firstly, he states that it is justifiable to argue that doctrines and ideas change over time. Confronting a more “scriptural”—i.e. Protestant—understanding, Newman affirms that ecclesiastical doctrines hinge not only on the acknowledgement of divine, biblical revelations, but also on a tradition of teaching that has evolved since the early church. Newman writes in one of his sermons that “Scripture (…) begins a series of development which it does not finish; that is to say, in other words, it is a mistake to look for every separate proposition of the Catholic doctrine in Scripture” (§28). He complements this thought by adding in the Essay that “time is necessary for the full comprehension and perfection of great ideas” (29), which is to say that doctrine is not something given only once, but rather possesses a dynamic quality.

But why does doctrine evolve in the first place? Why is it important to speak of a history of ideas? It is remarkable that Newman answers those questions in much the same way as we would do today. Doctrine, according to Newman, is ever-evolving because there is a need for such transformation. Ideas are simply “keeping pace with the ever-changing necessities of the world, multiform, prolific, and ever resourceful” (56).

Newman speaks of “a gradual supply [of doctrine] for a gradual necessity” (149). The logic behind doctrinal change may thus be explained as follows: a given or conventional doctrine comes into contact with or is challenged by alternative expressions of doctrine. These alternative expressions come to be regarded as false, as heresy. Hence, an adequate doctrinal reaction is necessary. This reaction may take the form either of a doctrinal change through the absorption of novel thought, or of a transformation through counter-reaction. Hence, Newman is even able to rejoice in the fact that false teaching may arise. He writes in the aforementioned sermon: “Wonderful, to see how heresy has but thrown that idea into fresh forms, and drawn out from it farther developments, with an exuberance which exceeded all questioning, and a harmony which baffled all criticism”(§6).

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Hans Blumenberg © Bildarchiv der Universitätsbibliothek Gießen und des Universitätsarchivs Gießen, Signatur HR A 603 a

The necessity for doctrinal development, hence, is born within situations of discursive tension. These situations—the philosopher Hans Blumenberg once called them “rhetorical situations” (Ästhetische und metaphorologische Schriften, 417)—demand a continuous, diachronical stream of cognitive solutions. The need has to be answered. As Quentin Skinner once noted, “Any statement (…) is inescapably the embodiment of a particular intention, on a particular situation, addressed to the solution of a particular problem, and thus specific to its situation in a way that is can only be naïve to try to transcend” (in Tully, Meaning and Context, 65). The need for development and change, thus, is born in distinctive historical settings with concrete utterances and equally concrete counter-utterances. That is why ideas and concepts change over time: they simply react. “One proposition necessarily leads to another” (Newman, Essay, 52). This change is required in order to come to terms with new challenges, both rhetoric and real.

To be frank, Newman would hardly agree with Skinner on the last part of his statement, namely, that statements are never able to transcend their particular context. For all his historical consciousness, Newman was, like most his contemporaries, fixated on the idea that, despite its dynamic character, the teaching of the Church forms a harmonious, logical and self-explaining system of thought, a higher truth. He writes, “Christianity being one, and all its doctrines are necessarily developments of one, and, if so, are of necessity consistent with each other, or form a whole” (96).

Newman was also convinced—again contrary to Quentin Skinner—that the history of theological ideas had to be looked at with a normative bias. He identified certain “corruptions” in the history of theological ideas (169). It was important to Newman to be able to distinguish between “genuine developments” and these “corruptions.” A large part of his Essay is devoted to setting out apparently objective criteria for such a normative classification.

Who is to decide what is genuine and what is corrupted? Newman’s second claim in the Essay deals with this question. According to Newman, the only true channel of any genuine tradition is found within the Roman Catholic Church, with the pope as the final and supreme arbiter. Newman could not do without such a clear attribution of doctrinal decision-making power. It was necessary “for putting a seal of authority upon those developments;” that is, those which ought to be regarded as genuine (79).

In consequence, Newman mobilized his first claim about the dynamic nature of doctrines with regard to his second claim, the idea of papal infallibility in deciding matters of doctrine. It was clear even to the nineteenth-century theologian that the notion of papal infallibility was not explicitly contemplated by anyone in the early Church. But, according to Newman, the requirement for an “infallible arbitration in religious disputes” became more and more pronounced as centuries of doctrinal disputes passed (89). And Newman says of his own century that “the absolute need of a spiritual supremacy is at present the strongest of arguments in favour of the fact of its supply” (89). The idea of infallibility thus came into existence because, according to Newman, it was needed to settle doctrinal uncertainty within his own time.

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Cardinal John Henry Newman, painted in 1889 by Emmeline Deane

Having admitted the pope’s supremacy in matters of doctrine, a consequent existential decision by Newman had to follow. He had no choice but to leave Canterbury for Rome. It is only fair to say that Newman required the idea of a final arbitrator, someone to decide on genuine doctrinal development, in order to fulfill his own need for certainty and a spiritual home. Even a sympathetic interpreter like the historian and theologian Jaroslav Pelikan had to concede “that here Newman’s existential purpose did get in the way of his historical vision” (Development of Christian Doctrine, 144).

And so Newman’s account of a history of ideas developing according to need was born as much out of an intellectual interest in the history of theological ideas as it was triggered by biographical motives. But which twenty-first-century scholar in the humanities could claim that his or her research interests had nothing to do with personal circumstances?

Burkhard Conrad O.P.L., Ph.D., taught politics at the University of Hamburg, Germany. He is now an independent scholar working for the archdiocese of Hamburg. Among his research interests are political theology, Søren Kierkegaard, and the Oxford Movement. He is a lay Dominican and writes a blog at www.rotsinn.wordpress.com.