Everything about The Song Dynasty totally explained
The
Song Dynasty (;
Wade-Giles: Sung Ch'ao) was a ruling
dynasty in
China between 960–1279 CE; it succeeded the
Five Dynasties and Ten Kingdoms Period, and was followed by the
Yuan Dynasty. It was the first government in world history to issue
banknotes or paper money, and the first Chinese polity to establish
a permanent standing navy.
The population of China doubled in size during the 10th and 11th centuries. This growth came through expanded rice cultivation in central and southern China, the use of early-ripening rice from southeast and southern Asia, and the production of abundant food surpluses. Within its borders, the Northern Song Dynasty had a population of some 100 million people. This dramatic increase of population fomented and fueled
an economic revolution in premodern China. The expansion of the population was partially the cause for the gradual withdrawal of the central government from heavily regulating the market economy. A much larger populace also increased the importance of the lower gentry's role in grassroots administration and maintaining local affairs, while the appointed officials in county and provincial centers relied upon these scholarly gentry for their services, sponsorship, and local supervision.
The Song Dynasty is divided into two distinct periods: the Northern Song and Southern Song. During the
Northern Song (960–1127), the Song capital was in the northern city of Bianjing (now
Kaifeng) and the dynasty controlled most of inner China. The
Southern Song (1127–1279) refers to the period after the Song lost control of
northern China to the
Jin Dynasty. During this time, the Song court retreated south of the
Yangtze River and established their capital at Lin'an (now
Hangzhou). Although the Song had lost control of the traditional birthplace of Chinese civilization along the
Yellow River, the Song economy wasn't in ruins, as the Southern Song contained 60 percent of China's population and a majority of the most productive agricultural land. After two decades of sporadic warfare, Kublai Khan's armies conquered the Song Dynasty in 1279. China was once again unified, under the Yuan Dynasty, which was a division of the vast
Mongol Empire.
Social life during the Song was vibrant; social elites gathered to view and trade precious artworks, the populace intermingled at public festivals and private clubs and cities had lively entertainment quarters. The spread of literature and knowledge was enhanced by the earlier innovation of
woodblock printing and the 11th century innovation of
movable type printing. There were numerous intellectual pursuits, while pre-modern technology, science, philosophy, mathematics, and engineering flourished in the Song. Philosophers such as
Cheng Yi and
Zhu Xi reinvigorated Confucianism with new commentary, infused with
Buddhist ideals, and emphasized a new organization of classic texts that brought out the core doctrine of
Neo-Confucianism. Although the institution of the
civil service examinations had existed since the
Sui Dynasty, it became much more prominent in the Song period, and was a leading factor in the shift of an
aristocratic elite to a
bureaucratic elite. Although exam-drafted
scholar-officials scorned any emphasis or favor shown to the growing merchant class and those of petty commercial vocations, commercialism was nonetheless heavily embedded into Song culture and society.
Key industries were controlled by the government under strict
monopolies, while private industry and businesses produced goods and services not officially monopolized by the state. The Song court received tributary missions from foreign countries while scholar-officials, tenant landlords, merchants, and other wealthy individuals invested money in the booming overseas trade and
shipbuilding industry. Independent, state-sponsored, and state-employed
architects, engineers, carpenters, and craftsmen erected thousands of bridges,
pagoda towers, temple halls, palace halls,
ancestral shrines, shops and storefronts, and other buildings throughout the empire.
History
Northern Song
Emperor Taizu of Song (r. 960–976) unified China through military conquest during his reign, ending the upheaval of the
Five Dynasties and Ten Kingdoms Period. In
Kaifeng, he established a strong central government over the empire. He ensured administrative stability by promoting the
civil service examination system of drafting state
bureaucrats by skill and merit (instead of
aristocratic or
martial status) and promoted projects that ensured efficiency in communication throughout the empire. One such project was the creation by
cartographers of detailed maps of each province and city which were then collected in a large
atlas. He also promoted groundbreaking science and technological innovations by supporting such works as the
astronomical clock tower designed and built by the engineer
Zhang Sixun.
The Song court upheld foreign relations with
Chola India,
Fatimid Egypt,
Srivijayan Malaysia, and other countries that were also maritime trade partners. However, it was China's closest neighboring states who would have the biggest impact upon its domestic and foreign policy. From its inception with the first emperor Taizu, the Song Dynasty alternated between warfare and diplomacy with the ethnic
Khitans of the
Liao Dynasty in the northeast and with the
Tanguts of the
Western Xia Dynasty in the northwest. The Song Dynasty used military force in an attempt to quell the Liao Dynasty and recapture the
Sixteen Prefectures, a territory under Khitan control that was traditionally considered to be part of the Chinese domain. However, Song forces were repulsed by the Liao forces who engaged in aggressive yearly campaigns into northern Song territory until 1005 when the signing of the
Shanyuan Treaty ended these northern frontier border clashes. The Chinese were forced to pay heavy tribute to the Khitans, although the paying of this tribute did little damage to the overall Song economy since the Khitans were heavily dependent upon importing massive amounts of goods from the Song Dynasty. More significantly, the Song state recognized the Liao state as its diplomatic equal. The Song Dynasty managed to win several military victories over the Tanguts in the early 11th century, culminating in a campaign led by the polymath scientist, general, and statesman
Shen Kuo (1031–1095). However, this campaign was ultimately a failure due to a rival military officer of Shen disobeying direct orders, and the territory gained from the
Western Xia was eventually lost.
During the 11th century, political rivalries thoroughly divided members of the court due to the ministers' differing approaches, opinions, and policies regarding the handling of the Song's complex society and thriving economy. The idealist
Chancellor Fan Zhongyan (989–1052) was the first to receive a heated political backlash when he attempted to make such reforms as improving the recruitment system of officials, increasing the salaries for minor officials, and establishing sponsorship programs to allow a wider range of people to be well educated and eligible for state service. After Fan was forced to step down from his office,
Wang Anshi (1021–1086) became chancellor of the imperial court. With the backing of
Emperor Shenzong of Song (1067–1085), Wang Anshi severely criticized the educational system and state bureaucracy. Seeking to resolve what he saw as state corruption and negligence, Wang implemented a series of reforms called the New Policies. These involved
land tax reform, the establishment of several government
monopolies, the support of local
militias, and the creation of higher standards for the Imperial examination to make it more practical for men skilled in statecraft to pass. The reforms created political factions in the court with Wang Anshi's New Policies Group (Xin Fa), or the 'Reformers' in one camp, opposed by the ministers in the 'Conservative' faction led by the historian and Chancellor
Sima Guang (1019–1086) in the other. As one faction supplanted another in the majority position of the court ministers, it would demote rival officials and exile them to govern remote frontier regions of the empire. The Song official
Tong Guan (1054–1126) advised the reigning
Emperor Huizong of Song (1100–1125) to form an alliance with the Jurchens and their joint military campaign toppled and completely conquered the Liao Dynasty by 1125. However, the poor performance and military weakness of the Song army was observed by the Jurchens, who immediately broke the alliance with the Song and launched an invasion into Song territory in 1125 and another in 1127 when the Jurchens managed to capture not only the Song capital at Kaifeng, but the retired emperor Huizong and the succeeding
Emperor Qinzong of Song as well as most of his court. To protect and support the multitudes of ships sailing for maritime interests into the waters of the
East China Sea and
Yellow Sea (to
Korea and
Japan),
Southeast Asia, the
Indian Ocean, and the
Red Sea, it was a necessity to establish an official standing
navy. The Song Dynasty therefore established China's first permanent navy in 1132, With a permanent navy, the Song were prepared to face the naval forces of the Jin on the Yangtze River in 1161, in the
Battle of Tangdao and the
Battle of Caishi. During these battles the Song navy employed swift
paddle wheel driven naval crafts armed with
trebuchet catapults aboard the decks that launched gunpowder
bombs. the Song Dynasty forces were victorious in both battles due to the destructive power of the bombs and the rapid assaults by paddle wheel ships. The strength of the navy was heavily emphasized after that. A century after the navy was founded it had grown in size to 52,000 fighting marines. Financial matters were made worse by the fact that many wealthy, land-owning families—some which had officials working for the government—used their social connections with those in office in order to obtain tax-exempt status.
Although the Song Dynasty was able to hold back the Jin, a new considerable foe came to power over the steppe, deserts, and plains north of the Jin Dynasty. The
Mongols, led by
Genghis Khan (r. 1206–1227), initially invaded the Jin Dynasty in 1205 and 1209, engaging in large raids across its borders, and in 1211 an enormous Mongol army was assembled to invade the Jin. The Jin Dynasty was forced to submit and pay tribute to the Mongols as
vassals; when the Jin suddenly moved their capital city from
Beijing to Kaifeng, the Mongols saw this as a revolt. Under the leadership of
Ögedei Khan (r.1229–1241), both the Jin Dynasty and Western Xia Dynasty were conquered by Mongol forces. Mongke's death and succession crisis prompted
Hulagu Khan to pull the bulk of Mongol forces out of the Middle East where they were poised to fight the
Egyptian Mamluks (who defeated the Mongols at
Ain Jalut). Although Hulagu was allied with
Kublai Khan, his forces were unable to help in the assault against the Song, due to Hulagu's war with the
Golden Horde.
Although Mongke died, Kublai continued the assault against the Song, gaining a temporary foothold on the southern banks of the Yangzi. Kublai made preparations to take
Ezhou, but a pending civil war with his brother
Ariq Böke — a rival claimant to the Mongol Khaganate — forced Kublai to move with the bulk of his forces back north. In Kublai's absence, the Song forces were ordered by Chancellor Jia Sidao to make an opportune assault, and succeeded in pushing the Mongol forces back to the northern banks of the Yangzi. There were minor border skirmishes until 1265, when Kublai won a significant battle in Sichuan. From 1268 to 1273, Kublai blockaded the Yangzi River with his navy and
besieged Xiangyang, the last obstacle in his way to invading the rich Yangzi River basin. By 1276, most of the Song Chinese territory had been captured by Yuan forces. On Kublai's orders carried out by his commander Bayan, the rest of the former imperial family of Song were unharmed; the deposed
Emperor Gong was given the title 'Duke of Ying' but was eventually exiled to
Tibet where he took up a monastic life.
Society and culture
The Song Dynasty was an era of administrative sophistication and complex social organization. Some of the largest cities in the world were found in China during this period (Kaifeng and Hangzhou had boasted populations of over a million). People enjoyed various social clubs and entertainments in the cities, and there were numerous schools and temples to provide the public with education and religious services. The central government employed thousands of postal workers of various ranks and responsibilities to provide service for post offices and larger postal stations. In rural areas, farming peasants either
owned their own plots of land, paid rents as
tenant farmers, or were
serfs on large estates.
Although women were on a lower social tier than men (according to
Confucian ethics), they enjoyed many social and legal privileges and wielded considerable power at home and in their own small businesses. As Song society became more and more prosperous and parents on the bride's side of the family provided larger
dowries for her marriage, women naturally gained many new legal rights in ownership of property. They were also equal in status to men in
inheriting family property. There were many notable and well-educated women and it was a common practice for women to educate their sons during their earliest youth. The mother of the scientist, general, diplomat, and statesman Shen Kuo taught him essentials of military strategy.
Religion in China during this period had a great effect on people's lives, beliefs and daily activities, and
Chinese literature on spirituality was popular. The major deities of
Daoism and
Buddhism,
ancestral spirits and the many deities of
Chinese folk religion were worshiped with sacrificial offerings. With many ethnic foreigners traveling to China to conduct trade or live permanently, there came many foreign religions; religious minorities in China included
Middle Eastern Muslims, the
Kaifeng Jews, and
Persian Manichaeans.
The populace engaged in a vibrant social and domestic life, enjoying such public festivals as the
Lantern Festival or the
Qingming Festival. The were entertainment quarters in the cities provided a constant array of amusements. There were puppeteers, acrobats, theater actors, sword swallowers, snake charmers,
storytellers, singers and musicians, prostitutes, and places to relax including tea houses, restaurants, and organized banquets. People attended social clubs in large numbers; there were tea clubs, exotic food clubs,
antiquarian and art collectors' clubs, horse-loving clubs, poetry clubs and music clubs.
Theatrical drama was very popular amongst the elite and general populace, although
Classical Chinese—not
the vernacular language—was spoken by actors on stage. The four largest drama theatres in Kaifeng could hold audiences of several thousand each. There were also notable domestic pastimes, as people at home enjoyed activities such as the
go board game and the
xiangqi board game.
Civil service examinations and the gentry
During this period greater emphasis was laid upon the
civil service system of recruiting officials; this was based upon degrees acquired through competitive
examinations, in an effort to select the most capable individuals for governance. Selecting men for office through proven merit
was an ancient idea in China. The civil service system became institutionalized on a small scale during the
Sui and
Tang dynasties, but by the Song period it became virtually the only means for drafting officials into the government. The advent of widespread
printing helped to widely circulate Confucian teachings and to educate more and more eligible candidates for the exams. This can be seen in the number of exam takers for the low-level prefectural exams rising from 30,000 annual candidates in the early 11th century to 400,000 candidates by the late 13th century. By using Song state-gathered
statistics, Edward A. Kracke, Sudō Yoshiyuki, and Ho Ping-ti supported the hypothesis that simply because one had a father, grandfather, or great-grandfather who had served as an official of state, it didn't guarantee that one would obtain the same level of authority. Robert Hartwell and Robert P. Hymes criticized this model, stating that it places too much emphasis on the role of the
nuclear family and demonstrates only three paternal ascendants of exam candidates while ignoring the demographic reality of Song China, the significant proportion of males in each generation that had no surviving sons, and the role of the
extended family.
Due to China's enormous population growth and the body of its appointed scholar-officials being accepted in limited size (about 20,000 active officials during the Song period), the larger scholarly
gentry class would now take over grassroots affairs on the vast local level. Excluding the scholar-officials in office, this elite social class consisted of exam candidates, examination degree-holders not yet assigned to an official post, local tutors, and retired officials. These learned men, degree-holders, and local elites supervised local affairs and sponsored necessary facilities of local communities; any local magistrate appointed to his office by the government relied upon the cooperation of the few or many local gentry elites in the area. This limited role of government officials was a departure from the earlier Tang Dynasty (618–907), when the government strictly regulated commercial markets and local affairs; now the government withdrew heavily from regulating commerce and relied upon a mass of local gentry to perform necessary duties in local communities. while the homes of prominent landholders attracted a variety of
courtiers including artisans, artists, educational tutors, and entertainers. Despite the disdain for trade, commerce, and the merchant class exhibited by the highly cultured and elite exam-drafted scholar-officials,
commercialism played a prominent role in Song culture and society.
Law, justice, and forensic science
The Song
judicial system retained most of the
legal code of the earlier Tang Dynasty, the basis of
traditional Chinese law up until the modern era. Roving sheriffs maintained law and order in the municipal juridsictions and occasionally ventured into the countryside. Official magistrates overseeing court cases were not only expected to be well-versed in written law but also to promote morality in society. Due to this and the immediate jailing of those accused of criminal offenses, people in the Song preferred to settle disputes and quarrels privately, without the court's interference. The physician and judge known as
Song Ci (1186–1249) wrote a pioneering work of
forensic science on the examination of
corpses in order to determine cause of death (strangulation, poisoning, drowning, blows, etc.) and to prove whether death resulted from murder, suicide, or accidental death. Song Ci stressed the importance of proper
coroner's conduct during autopsies and the accurate recording of the
inquest of each autopsy by official clerks.
Military and methods of warfare
Although the scholar-officials viewed
military soldiers as lower members in the hierarchic social order, a person could gain status and prestige in society by becoming a high ranking military officer with a record of victorious battles. At its height, the Song military had one million soldiers
Crossbowmen were separated from the regular infantry and placed in their own units as they were prized combatants, providing effective missile fire against cavalry charges. Song cavalry employed a slew of different weapons, including halberds, swords, bows, spears, and '
fire lances' that discharged a gunpowder blast of flame and
shrapnel.
Military strategy and military training were treated as science that could be studied and perfected; soldiers were tested in their skills of using weaponry and in their athletic ability. The troops were trained to follow signal standards to advance at the waving of banners and to halt at the sound of bells and drums.
The Song navy was of great importance during the consolidation of the empire in the 10th century; during the war against the
Southern Tang state the Song navy employed tactics such as defending large floating
pontoon bridges across the
Yangzi River in order to secure movements of troops and supplies. There were large naval ships in the Song that could carry 1,000 soldiers aboard their decks, while the swift-moving
paddle-wheel crafts were viewed as essential fighting ships in any successful naval battle.
In a battle on
January 23,
971, a mass of arrow fire from Song Dynasty crossbowmen decimated the
war elephant corps of the
Southern Han army. This defeat not only marked the eventual submission of the Southern Han to the Song Dynasty, but also the last instance where a war elephant corps was employed as a regular division within a Chinese army. However, only a handful of these military treatises have survived, which includes the
Wujing Zongyao written in 1044. It was the first known book to have listed formulas for gunpowder; it gave appropriate formulas for use in several different kinds of gunpowder bombs. It also provided detailed description and illustrations of double-piston pump
flamethrowers, as well as instructions for the maintenance and repair of the components and equipment used in the device.
Arts, literature, and philosophy
The visual arts during the Song Dynasty were heightened by new developments such as advances in landscape and portrait painting. An aristocratic elite engaged in the arts as accepted pastimes of the cultured scholar-official, including
painting, composing
poetry, and writing
calligraphy. The poet and statesman
Su Shi and his associate
Mi Fu (1051–1107) enjoyed antiquarian affairs, often borrowing or buying art pieces to study and copy. Although an early form of the local geographic
gazetteer existed in China since the 1st century, the matured form known as "treatise on a place", or
fangzhi, replaced the old "map guide", or
tujing, during the Song Dynasty.
The imperial courts of the emperor's palace were filled with his entourage of court painters, calligraphers, poets, and storytellers.
Emperor Huizong was a renowned artist as well as a patron of the arts. A prime example of a highly venerated court painter was
Zhang Zeduan (1085–1145) who painted an enormous
panoramic painting,
Along the River During the Qingming Festival.
Emperor Gaozong of Song initiated a massive art project during his reign, known as the
Eighteen Songs of a Nomad Flute from the life story of
Cai Wenji (b. 177). This art project was a diplomatic gesture to the Jin Dynasty while he negotiated for the release of his mother from Jurchen captivity in the north.
In
philosophy,
Chinese Buddhism had waned in influence but it retained its hold on the arts and on the charities of monasteries. Buddhism had a profound influence upon the budding movement of
Neo-Confucianism, led by
Cheng Yi (1033–1107) and
Zhu Xi (1130–1200).
Mahayana Buddhism influenced Fan Zhongyan and Wang Anshi through its concept of
ethical universalism, while Buddhist
metaphysics had a deep impact upon the pre–Neo-Confucian doctrine of Cheng Yi. The philosophical work of Cheng Yi in turn influenced Zhu Xi. Although his writings were not accepted by his contemporary peers, Zhu's commentary and emphasis upon the Confucian classics of the
Four Books as an introductory corpus to Confucian learning formed the basis of the Neo-Confucian doctrine. By the year 1241, under the sponsorship of
Emperor Lizong, Zhu Xi's Four Books and his commentary on them became standard requirements of study for students attempting to pass the civil service examinations. The East Asian countries of
Japan and
Korea also adopted Zhu Xi's teaching, known as the Shushigaku (朱子学, School of Zhu Xi) of Japan, and in Korea the Jujahak (주자학). Buddhism's continuing influence can be seen in painted artwork such as
Lin Tinggui's
Luohan Laundering. However, the ideology was highly criticized and even scorned by some. The statesman and historian
Ouyang Xiu (1007–1072) called the religion a "curse" that could only be remedied by uprooting it from
Chinese culture and replacing it with Confucian discourse. Buddhism wouldn't see a true revival in Chinese society until the Mongol rule of the Yuan Dynasty, with Kublai Khan's sponsorship of
Tibetan Buddhism and
Drogön Chögyal Phagpa as the leading
lama. The
Christian sect of
Nestorianism — which had entered China in the Tang era — would also be revived in China under Mongol rule.
Cuisine and apparel
The food that one consumed and the clothes that one wore in Song China were largely dictated by one's status and social class. The main food staples in the diet of the lower classes remained rice, pork, and salted fish; their clothing materials were made of
hempen or
cotton cloths, restricted to a color standard of black and white. Pant
trousers were the acceptable form of attire for farming peasants, soldiers, artisans, and merchants, although wealthy merchants chose to flaunt more ornate clothing and male
blouses that came down below the waist.
Women in the Song period wore long dresses, blouses that came down to the knee, skirts and jackets with long or short sleeves, while women from wealthy families could wear purple
scarves around their shoulders.
There is a multitude of existing
restaurant and
tavern menus and listed
entrées for feasts, banquets, festivals, and
carnivals during the Song period, all of which reveal a very diverse and lavish diet for those of the upper class. In their meals they could choose from a wide variety of meats, including
shrimp,
geese,
duck,
mussel,
shellfish,
fallow deer,
hare,
partridge,
pheasant,
francolin,
quail,
fox,
badger,
clam,
crab, and many others.
Dairy products were absent from Chinese cuisine and culture altogether,
beef was rarely consumed since the
bull was a valuable draft animal, and
dog meat was absent from the diet of the wealthy, although the poor could choose to eat dog meat if necessary (yet it wasn't part of their regular diet). People also consumed
dates,
raisins,
jujubes,
pears,
plums,
apricots, pear juice,
lychee-fruit juice,
honey and ginger drinks,
pawpaw juice, spices and seasonings of
Sichuan pepper,
ginger,
pimento,
soy sauce,
oil,
sesame oil,
salt, and
vinegar. The common diet of the poor was pork, salted fish, and rice.
Economy, industry, and trade
The economy of the Song Dynasty was one of the most prosperous and advanced economies in the medieval world. Song Chinese invested their funds in
joint stock companies and in multiple sailing vessels at a time when monetary gain was assured from the vigorous overseas trade and indigenous trade along the
Grand Canal and Yangzi River. Prominent merchant families and private businesses were allowed to occupy industries that were not already government-operated
monopolies. Both artisans and merchants formed
guilds which the state had to deal with when assessing taxes, requisitioning goods, and setting standard worker's wages and prices on goods.
The
iron industry was pursued by both private
entrepreneurs who owned their own smelters as well as government-supervised smelting facilities. The Song economy was stable enough to produce over a hundred million kg (over two hundred million lb) of
iron product a year. Large scale
deforestation in China would have continued if not for the 11th century innovation of the use of
coal instead of
charcoal in
blast furnaces for smelting
cast iron. Much of this iron was reserved for military use in crafting weapons and armoring troops, but some was used to fashion the many iron products needed to fill the demands of the growing indigenous market. The iron trade within China was furthered by the building of new
canals which aided the flow of iron products from production centers to the large market found in the capital city.
The annual output of minted copper currency in 1085 alone reached roughly six billion coins. The most notable advancement in the Song economy was the establishment of the world's first government issued paper-printed money, known as
Jiaozi (
see also Huizi). The size of the workforce employed in paper money factories was large; it was recorded in 1175 that the factory at Hangzhou employed more than a thousand workers a day. Foreigners, in turn, had an impact on the Chinese economy. For example, many West Asian and Central Asian
Muslims went to
China to trade, becoming a preeminent force in the import and export industry, while some were even appointed as officers supervising economic affairs. Sea trade with the Southeast Pacific, the Hindu world, the Islamic world, and the East African world brought merchants great fortune and spurred an enormous growth in the
shipbuilding industry of Song-era
Fujian province. However, there was risk involved in such long overseas ventures. To reduce the risk of losing money on maritime trade missions abroad, the historians Ebrey, Walthall, and Palais write:
[Songera] investors usually divided their investment among many ships, and each ship had many investors behind it. One observer thought eagerness to invest in overseas trade was leading to an outflow of copper cash. He wrote, 'People along the coast are on intimate terms with the merchants who engage in overseas trade, either because they're fellow-countrymen or personal acquaintances...[Theygive the merchants] money to take with them on their ships for purchase and return conveyance of foreign goods. They invest from ten to a hundred strings of cash, and regularly make profits of several hundred percent'.
Technology, science, and engineering
Gunpowder warfare
Advancements in weapons technology enhanced by
Greek fire and gunpowder, including the evolution of the early
flamethrower, explosive
grenade,
firearm,
cannon, and
land mine, enabled the Song Chinese to ward off their militant enemies until the Song's ultimate collapse in the late 13th century. The
Wujing Zongyao manuscript of 1044 was the first book in history to provide formulas for gunpowder and their specified use in different types of bombs. While engaged in a war with the
Mongols, in the year 1259 the official Li Zengbo wrote in his
Kozhai Zagao, Xugaohou that the city of
Qingzhou was manufacturing one to two thousand strong iron-cased bomb shells a month, dispatching to
Xiangyang and Yingzhou about ten to twenty thousand such bombs at a time. In turn, the invading Mongols employed northern Chinese soldiers and used these same type of gunpowder weapons against the Song Chinese. By the 14th century the firearm and cannon could also be found in Europe, India, and the Islamic Middle East, during the early age of
gunpowder warfare.
Measuring distance and mechanical navigation
As early as the
Han Dynasty (202 BCE–220), when the state needed to effectively measure distances traveled throughout the empire, the Chinese relied on the mechanical
odometer device. The Chinese odometer came in the form of a wheeled-carriage, its inner gears functioning off the rotated motion of the wheels, and specific units of distance — the Chinese
li — marked by the mechanical striking of a drum or bell for auditory alarm. The specifications for the 11th century odometer was written by Chief Chamberlain Lu Daolong, who is quoted extensively in the historical text of the
Song Shi (compiled by 1345). In the Song period, the odometer vehicle was also combined with another old complex mechanical device known as the
South Pointing Chariot. This device, originally crafted by
Ma Jun in the 3rd century, incorporated a
differential gear that allowed a figure mounted on the vehicle to always point in the southern direction, no matter how the vehicle's wheels' turned about. The device concept of the differential gear for this navigational vehicle is now found in all modern
automobiles in order to apply the equal amount of
torque to wheels rotating at different speeds.
Polymaths, inventions, and astronomy
Polymath figures such as the statesmen Shen Kuo and
Su Song (1020–1101) embodied advancements in all fields of study, including
biology,
botany,
zoology,
geology,
minerology,
mechanics,
horology,
astronomy,
pharmaceutical medicine,
archeology,
mathematics,
cartography,
optics,
art criticism, and more.
Shen Kuo was the first to discern
magnetic declination of
true north while experimenting with a compass. Shen theorized that geographical
climates gradually shifted over time. He created a theory of land formation involving concepts accepted in modern
geomorphology. He performed optical experiments with
camera obscura just decades after
Ibn al-Haytham was the first to do so. He also improved the designs of astronomical instruments such as the widened astronomical
sighting tube, which allowed Shen Kuo to fix the position of the
pole star (which had shifted over centuries of time). Shen Kuo was also known for
hydraulic clockworks, as he invented a new overflow-tank
clepsydra which had more efficient higher-order
interpolation instead of linear interpolation in calibrating the measure of time.
Su Song was best known for his horology treatise written in 1092, which described and illustrated in great detail his
hydraulic-powered, 12 m (40 ft) tall
astronomical clock tower built in Kaifeng. The clock tower featured large astronomical instruments of the
armillary sphere and
celestial globe, both driven by an
escapement mechanism (roughly two centuries before the
verge escapement could be found in
clockworks of Europe). In addition, Su Song's clock tower featured the world's first endless power-transmitting
chain drive, an essential mechanical device found in many practical uses throughout the ages, such as the
bicycle. Su's tower featured a rotating gear wheel with 133 clock jack
manikins who were timed to rotate past shuttered windows while
ringing gongs and bells, banging drums, and presenting announcement plaques. In his printed book, Su published a celestial atlas of five
star charts. These star charts feature a cylindrical projection similar to
Mercator projection, the latter being a cartographic innovation of
Gerardus Mercator in 1569.
Mathematics and cartography
There were many notable improvements to
Chinese mathematics during the Song era. The book published in 1261 by the mathematician
Yang Hui (c. 1238–1298) provided the earliest Chinese illustration of
Pascal's triangle, although it was described earlier around 1100 by Jia Xian. Yang Hui also provided rules for constructing combinatorial arrangements in
magic squares, provided theoretical proof for
Euclid's forty-third proposition about
parallelograms, and was the first to use negative coefficients of 'x' in
quadratic equations. Yang's contemporary
Qin Jiushao (c. 1202–1261) was the first to introduce the
zero symbol into Chinese mathematics; before this blank spaces were used instead of zeros in the system of
counting rods. He is also known for working with
Chinese remainder theorem,
Heron's formula, and astronomical data used in determining the
winter solstice.
Geometry and
surveying were essential mathematics in the realm
cartography and precision map-making. The
earliest extant Chinese maps date to the 4th century BCE, yet it wasn't until the time of
Pei Xiu (224–271) that topographical
elevation, a formal
rectangular grid system, and use of a standard graduated scale of distances was applied to terrain maps. In the Song period, Shen Kuo was the first to create a
raised-relief map, while his other maps featured a uniform graduated scale of 1:900,000. A squared map of 1137 — carved into a stone block — followed a uniform grid scale of 100 li for each gridded square, and accurately mapped the outline of the coasts and river systems of China, extending all the way to India. Furthermore, the world's oldest known terrain map in printed form comes from the edited encyclopedia of Yang Jia in 1155, which displayed western China without the formal grid system that was characteristic of more professionally-made Chinese maps. Although
gazetteers had existed since 52 CE during the Han Dynasty and gazetteers accompanied by illustrative maps (Chinese:
tujing) since the Sui Dynasty, the illustrated gazetteer became much more common in the Song Dynasty, when the foremost concern was for illustrative gazetteers to serve political, administrative, and military purposes.
Movable type printing
The innovation of
movable type printing was made by the artisan
Bi Sheng (990–1051), first described by the scientist and statesman Shen Kuo in his
Dream Pool Essays of 1088. The collection of Bi Sheng's original clay-fired
typeface was passed on to one of Shen Kuo's nephews, and was carefully preserved. Movable type enhanced the already widespread use of
woodblock methods of printing thousands of documents and volumes of written literature, consumed eagerly by an increasingly literate public. The advancement of printing had a deep impact on education and the scholar-official class, since more books could be made faster while mass-produced, printed books were cheaper in comparison to laborious handwritten copies. The enhancement of widespread printing and
print culture in the Song period was thus a direct
catalyst in the rise of
social mobility and expansion of the educated class of scholar elites, the latter which expanded dramatically in size from the 11th to 13th centuries. The wealthy printing patron
Hua Sui (1439–1513) of the
Ming Dynasty established China's first metal movable type (using bronze) in 1490. In 1638 the
Beijing Gazette switched their printing process from woodblock to movable type printing. Yet it was during the
Qing Dynasty that massive printing projects began to employ movable type printing. This includes the printing of sixty six copies of a 5,020 volume long encyclopedia in 1725, the
Gujin Tushu Jicheng (
Complete Collection of Illustrations and Writings from the Earliest to Current Times), which necessitated the crafting of 250,000 movable type characters cast in bronze. By the 19th century the European style
printing press replaced the old Chinese methods of movable type, while traditional woodblock printing in modern East Asia is used sparsely and for aesthetic reasons.
Hydraulic engineering and nautics
There were considerable advancements in
hydraulic engineering and nautical technology during the Song Dynasty. The 10th century invention of the
pound lock for canal systems allowed different water levels to be raised and lowered for separated segments of a canal, which significantly aided the safety of canal traffic and allowed for larger barges to pass through. There was the Song era innovation of
watertight bulkhead compartments for ships that allowed possible damage to the
hull without sinking. There Song Chinese used crossbeams to brace the ribs of ships in order to strengthen them in a skeletal like structure. Arguably the most important nautical innovation of the Song period was the introduction of the
magnetic mariner's
compass for
navigation at sea. The magnetic compass was first written of by Shen Kuo in his
Dream Pool Essays of 1088, as well as
Zhu Yu in his
Pingzhou Table Talks published in 1119.
Structural engineering and architecture
Architecture during the Song period reached new heights of sophistication. Authors such as
Yu Hao and
Shen Kuo wrote books outlining the field of architectural layouts, craftsmanship, and
structural engineering in the 10th and 11th centuries, respectively. Shen Kuo preserved the written dialogues of Yu Hao when describing technical issues such as slanting
struts built into pagoda towers for diagonal wind bracing. Shen Kuo also preserved Yu's specified dimensions and units of measurement for various building types. The architect
Li Jie (1065–1110), who published the
Yingzao Fashi ('Treatise on Architectural Methods') in 1103, greatly expanded upon the works of Yu Hao and compiled the standard building codes used by the central government agencies and by craftsmen throughout the empire. He addressed the standard methods of construction, design, and applications of moats and fortifications, stonework, greater woodwork, lesser woodwork, wood-carving, turning and drilling, sawing, bamboo work, tiling, wall building, painting and decoration, brickwork, glazed tile making, and provided proportions for
mortar formulas in
masonry. In his book, Li provided detailed and vivid illustrations of architectural components and cross-sections of buildings. These illustrations displayed various applications of
corbel brackets,
cantilever arms,
mortise and tenon work of tie beams and cross beams, and diagrams showing the various building types of halls in graded sizes. He also outlined the standard units of measurement and standard dimensional measurements of all building components described and illustrated in his book.
Grandiose building projects were supported by the government, including the erection of towering Buddhist
Chinese pagodas and the construction of enormous bridges (wood or stone,
trestle or segmental
arch bridge). Many of the pagoda towers built during the Song period were erected at heights that exceeded ten stories. Some of the most famous are the
Iron Pagoda built in 1049 during the Northern Song and the
Liuhe Pagoda built in 1165 during the Southern Song, although . The tallest is the
Liaodi Pagoda of
Hebei built in the year 1055, towering 84 m (275 ft) in total height. Some of the bridges reached lengths of 1220 m (4000 ft), with many being wide enough to allow two lanes of cart traffic simultaneously over a waterway or ravine.
The professions of the architect, craftsman, carpenter, and structural engineer were not seen as professionally equal to that of a Confucian scholar-official as architectural knowledge had been passed down orally for thousands of years in China, from a father craftsman to his son. However, structural engineering and architecture schools were known to have existed during the Song period; one prestigious engineering school was headed by the renowned bridge-builder
Cai Xiang (1012–1067) in medieval
Fujian province.
Besides existing buildings and technical literature of building manuals,
Song Dynasty artwork portraying
cityscapes and other buildings aid modern-day scholars in their attempts to reconstruct and realize the nuances of Song archicture. Song Dynasty artists such as
Li Cheng,
Fan Kuan,
Guo Xi,
Zhang Zeduan,
Emperor Huizong of Song, Ma Lin, and Zhang Zerui painted close-up depictions of buildings as well as large expanses of cityscapes featuring
arched bridges, halls and
pavilions,
pagoda towers, and distinct
Chinese city walls. The scientist and statesman Shen Kuo was known for his
criticism of artwork relating to architecture, saying that it was more important for an artist to capture a wholistic view of a landscape than it was to focus on the angles and corners of buildings.
There were also pyramidal tomb structures in the Song era, such as the Song imperial tombs located in Gongxian,
Henan province. About 100 km from Gongxian is another Song Dynasty tomb at Baisha, which features "elaborate facsimiles in brick of Chinese timber frame construction, from door lintels to pillars and pedestals to bracket sets, that adorn interior walls."
Archaeology
In addition to the Song gentry's antiquarian pursuits of art collecting, scholar-officials during the Song became highly interested in retrieving ancient relics from
archaeological sites, in order to revive the use of ancient vessels in ceremonies of state ritual. Scholar-officials of the Song period claimed to have discovered ancient bronze vessels that were created as far back as the
Shang Dynasty (1600–1046 BCE) which bore the
writing characters of the Shang era. Some attempted to recreate these bronze vessels by using imagination alone, not by observing tangible evidence of relics; this practice was criticized by Shen Kuo in his work of 1088. On the unreliability of historical works written after the fact, scholar-official Zhao Mingcheng (1081–1129) stated "...the inscriptions on stone and bronze are made at the time the events took place and can be trusted without reservation, and thus discrepancies may be discovered." Historian R.C. Rudolph states that Zhao's emphasis on consulting contemporary sources for accurate dating is parallel with the concern of the German historian
Leopold von Ranke (1795–1886), The Song scholar Hong Mai (1123–1202) heavily criticized what he called the court's "ridiculous" archaeological catalogue
Bogutu compiled during the Huizong reign periods of Zheng He and Xuan He (1111–1125). Hong Mai obtained old vessels from the Han Dynasty and compared them with the descriptions offered in the catalogue, which he found so inaccurate he stated he'd to "hold my sides with laughter." Hong Mai pointed out that the erroneous material was the fault of Chancellor
Cai Jing (1047–1126), who prohibited scholars from reading and consulting the written histories.
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