Showing posts with label sf&f questions. Show all posts
Showing posts with label sf&f questions. Show all posts

Friday, 18 December 2020

SF&F Questions: Do the new STAR TREK shows really take place in the Prime Timeline?

Star Trek is one of the most popular and prolific live-action science fiction franchises of all time, spanning some 795 episodes (as of January 2021) across nine distinct television series (with three more in pre-production) and thirteen theatrical movies. Entering production in 1964, the franchise is the work of hundreds of writers, directors and actors. Unsurprisingly, ensuring a consistent, coherent canon and vision for the Star Trek universe that respects its immense backstory whilst also being accessible for new fans has proven extremely difficult.

In particular, there was a significant “break” in production between the final season of Star Trek: Enterprise airing in 2005 and J.J. Abrams’ movie Star Trek being released in 2009, with a new cast replacing the original actors and a new timeline – the Kelvin Timeline – being created for this series of films to take place in. When Star Trek: Discovery began airing in 2017, the creators officially stated that their new series was taking place in the original or “Prime” Timeline. However, very quickly they began making changes in the areas of visual design, continuity and backstory that seemed to contradict this. Even casual viewers who didn’t pay close attention to such things were confused as to where and when the show was taking place. The question is therefore worth asking, do the new Star Trek shows really take place in the Prime Timeline, given the evidence to the contrary?


Left: a Klingon based on the designs used between The Motion Picture (1979) and the conclusion of Star Trek: Enterprise (2005). Right: the Discovery version of what is apparently the exact same species.

Word of God

This is pretty straightforward. Alex Kurtzman is the executive producer of the new wave of Star Trek shows, which includes the in-production Discovery, Picard and Lower Decks (plus their associated Short Trek stand-alone minisodes), as well as the in-pre-production Section 31, Prodigy and Strange New Worlds. He is the effective successor to Gene Roddenberry (the creator of Star Trek and showrunner of the original series and the first season of The Next Generation) and Rick Berman (who oversaw all the shows produced between 1987 and 2005). Kurtzman has unequivocally started all of these shows take place in the Prime Timeline, the same timeline that The Original Series, The Animated Series, The Next Generation, Deep Space Nine, Voyager and Enterprise took place in.

Some evidence backing this up has been shown. Picard was presented as a direct sequel to both The Next Generation and Voyager, featuring characters and actors from both shows and some flashbacks to events in those shows. Discovery used shots from The Original Series in a “story so far” sequence, and featured scenes from a Next Generation episode as a historical recording in its third season. Lower Decks has featured characters from the earlier shows, such as Q, Captain Riker and Counsellor Troi, voiced by the original actors.

So, the official word is simple: the new shows are set in the Prime Timeline. There is, however, significant evidence that disputes this.


The Discovery iteration of the Constitution-class starship is 432.9 meters in length, some 50% larger than the 288.6 meters of the Constitution-class in prior incarnations of Star Trek, despite this supposedly being the exact same ship that appeared in the Original Series.


Contrary Evidence

The amount of contrary evidence is impressive:

The Starfleet of 2256 exhibits significant technological superiority to not just that of 2266, as depicted in The Original Series, but even the 2360s and 70s as presented in TNG, DS9 and Voyager. Most controls involve holographic interfaces, communications are accomplished by holographic projection, and forcefields are rigid, constantly-visible structures. Federation starships of the era are significantly larger and faster than their Original Series counterparts (even ostensibly of the same class, with Discovery's version of the Constitution-class being 50% larger than the TOS version), with far larger rooms. Klingon vessels show extreme variants from their Original Series versions (although designs more faithful to TOS do start appearing in the second season). Federation shuttles now seem capable of high warp speed, unlike their TOS counterparts which required special “warp sleds” to travel at moderate warp velocities. The USS Discovery itself sports a “spore drive” allowing instantaneous travel anywhere in the Milky Way Galaxy, a drive far more advanced than anything seen in previous series where it took (circa Voyager) a year to travel 1% of the diameter of the galaxy.

On a character level it is revealed that Spock has an adopted human sister, Michael Burnham, who has not previously been mentioned in any prior iteration of the franchise despite playing a significant role in events, including sparking a war with the Klingons.

In the most notable difference, the design of the Klingons has been radically changed, with the Klingons now sporting immense curved skulls completely different in shape and size to anything seen before, and most of them are hairless (although there are some attempts in Discovery’s second season to change this, with some shown growing hair). The Klingons show a distinctly different attitude to honour and glory than their previous incarnations.

In another notable difference, the Constitution-class USS Enterprise NCC-1701 which appears in Discovery’s second season and is due to return in Strange New Worlds features significant design differences from both the original starship as it appeared in TOS, TAS and the refitted version from the films, including being half again larger. Confusingly, flashback material to the TOS pilot episode The Cage, which takes place two years before Discovery (and eleven years before the rest of TOS), depicts the original Enterprise, suggesting on a literal level that the starship was heavily modified and increased in size before its appearance in Discovery and will, at some point, be heavily modified back again, which I think we have to assume is not the case.



Supporting In-Show Evidence

In Star Trek: Discovery’s third season, the “Kelvin Timeline” of the three J.J. Abrams-produced movies (Star Trek, Into Darkness and Beyond) is specifically identified as an alternate timeline completely separate from the Prime Timeline which the other shows take place in. This appears to be an attempt by the writers to put the issue to bed. In addition, Discovery’s third season also depicts the planet Vulcan as still being extant but the planet Romulus having been destroyed, whilst in the Kelvin Timeline the status of the two planets has been flipped (Vulcan is destroyed and it is implied that the Romulans, forewarned of the destruction of their world by the Hobus Supernova in the Prime Timeline, will be able to save their world).

It would appear that the combination of in-show evidence and the “word of God” of the showrunners places the new Trek shows firmly in the original Prime Timeline, despite the significant evidence to the contrary.

The Guardian of Forever, one of several entities capable of changing time and history.


A Brief Guide to Time Travel in the Star Trek Universe

This, however, is not necessarily a contradiction. In fact, repeated and well-established precedent in Star Trek has the existence of parallel universes and alternate timelines being a relatively rare phenomenon in that setting. The Original Series introduced the Mirror Universe as an alternate timeline which it was possible to travel to and then back again, an idea revisited in Deep Space Nine and Enterprise. The Next Generation episode Parallels then confirmed the existence of a multitude of parallel universes, formed by branching decisions and alternate events playing out to that in the Prime Timeline. The Kelvin Timeline is yet another parallel universe, believed to have been created by the travelling of a Romulan mining ship into the past (although given that significant changes to the timeline had already occurred by the time of the mining ship’s arrival, such as Federation starships like the USS Kelvin showing differing designs and being much larger than ships in the Prime Timeline, it has been argued that the Romulans and later Ambassador Spock had merely travelled to a pre-existing reality, reached only due to the deployment of red matter).

However, virtually every other episode of Star Trek featuring time travel does not involve a parallel universe or splinter timeline being created. Instead, the Prime Timeline itself is dynamically rewritten to take account of the changes. There are almost too many examples of this to list, but a short number of highlights follows:
  • The Allies failing to win WWII and never achieving interstellar flight capability due to the success of Edith Keeler in keeping the USA out of the Second World War, instead of being killed in a car crash in 1930. When Keeler’s death as reinstated in the timeline, history returned to normal (TOS: The City on the Edge of Forever).
  • When the USS Enterprise NCC-1701-C was removed from the timeline and transported forwards twenty-two years, it dynamically re-shaped history to plunge the Federation into a war with the Klingons which it was losing. When the Enterprise-C returned to its own time, saving a Klingon outpost from Romulan attack and inspiring the signing of a new peace treaty, the timeline dynamically reverted to its prior configuration (TNG: Yesterday’s Enterprise).
  • During an accidental sojourn to the year 2024, the crew of the USS Defiant were inadvertently responsible for the premature death of Gabriel Bell, who was supposed to be killed by police forces, triggering riots which would result in one of the world’s biggest, sweeping social justice reforms. Bell’s premature death caused alterations to the timeline causing the Federation to cease to exist. Captain Sisko impersonated Bell and falsified information to show he had been killed, causing the timeline to return to normal (DS9: Past Tense).
  • Captain Sisko’s death in a warp core overload caused the future history of the Alpha Quadrant to play out extremely differently; fifty years later, his son Jake found a way of reversing the overload and allowing his father to survive. Sisko’s presence caused history to unfold very differently (including apparently the Dominion War, which did not take place in the previous iteration of the Prime Timeline). This is unusual in being a reset or permanent change to the Prime Timeline overwriting the original and being allowed to stand, rather than being reverted (DS9: The Visitor).
  • The Borg launched a massive assault on Earth but were halted when their main ship was destroyed by a Starfleet battle group. At the last moment a secondary Borg vessel travelled back in time to 2063 to halt First Contact between Earth and Vulcan, and call in the Borg of that time to assimilate both worlds. This resulted in the Prime Timeline dynamically shifting to a state where Earth and the entire Federation were overrun by Borg. The USS Enterprise-E travelled back to 2063 and destroyed the Borg incursion, once again resetting the timeline to its former state (Star Trek: First Contact).
  • The USS Voyager, lost in the Delta Quadrant, returned to Earth after twenty-three years. Ten years later, Admiral Janeway, discomforted by many aspects of the long trip home, went back in time and changed history so Voyager returned home after only seven years in the Delta Quadrant, with many more of its crew intact. This change to the timeline was also allowed to stand (Voyager: Endgame).
As these and many more examples show, the usual outcome of time travel in the Star Trek universe is the alteration of the Prime Timeline, not the creation of splinter or divergent timelines.

A deus red machina, yesterday.

A Possible Solution

Therefore, it is possible to create a solution which satisfies both the “Word of God” that the new Trek shows take place in the Prime Timeline whilst also taking accounting of the exceptionally large number of discrepancies that appear to contradict that.

In Star Trek: Discovery we learn that Michael Burnham was adopted as a young girl by Ambassador Sarek of Vulcan and taken to live in his home on that planet. Shortly after arriving, she was nearly killed by a vicious predator that lived in the vicinity and was only saved by the intervention of her own mother, using the time-travelling "red angel" exosuit (Discovery: If Memory Serves). Logically, the timeline would have been adjusted back and forth by these events.

This means that in one version of the timeline, Burnham would have been killed by the predatory animal just a few days after arriving on Vulcan. In this case, Spock would have never thought of her as his adopted sister, it being a regrettable and sad event taking place several decades in the past and not an event he would have any cause to mention to his later comrades (or if he did, only as a trivial anecdote). Burnham’s deletion from the timeline would mean that the Klingon War of 2256 would have likely never taken place, in keeping with previous versions of the Star Trek timeline (in which clashes and lower-key conflicts with the Klingons had been reported prior to TOS but a full-scale war which brought the Federation to its knees was never mentioned). In turn, the war never taking place means that Section 31’s advanced intelligence AI, “Control,” was never prematurely activated and never became an existential threat to either humanity or the galaxy at large.

Similarly, without the outbreak of war, there was no reason for Starfleet to pour resources into the highly dubious and fringe experiments being conducted by Doctors Paul Stamets and Straal, meaning the Spore Drive would never have been invented.

Thus, Burnham living or dying creates a massive shift in the Prime Timeline which explains most of these discrepancies in one go. The butterfly effect would mean apparently completely unrelated events would also take place, resulting in more and more tenuous changes (such as relatively minor design shifts in the Federation’s Constitution-class starship design programme). The changes to the appearance of the Klingons would not be impacted by Burnham’s survival, however, and can only be explained by other, as yet unknown time-travel adjustments to the Prime Timeline.

Fortunately, such other adjustments have clearly taken place. In the 30th and 31st Centuries, humanity and numerous other races engaged in a Temporal Cold War (later heating up into the Temporal Wars) which reached back and forth across centuries and was fought on many fronts. Voyager hinted at such a conflict and Enterprise confirmed it. The war threatened the cohesion of the timeline, and by the early 32nd Century the powers of the Star Trek galaxy have voluntarily destroyed their time travel technology to protect themselves. Constant time travel conflicts and adventures taking place post-Voyager and pre-Discovery could have easily resulted in the rewriting of the Prime Timeline in numerous ways, further explaining discrepancies such as the appearance of the Klingons.

Answer: The new Star Trek shows do take place in the Prime Timeline, but a version which has been rewritten or adjusted by time travel as shown as possible in Star Trek many times before, and these revisions can explain all of the discrepancies seen in the show.

Oh dead, I've gone cross-eyed.

Behind-the-Scenes Concerns

Obviously the real reason for the differences is that the writers and producers of Discovery and its successors wanted to create a new visual aesthetic different to what had come before, and far more spectacular (although also massively and somewhat inexplicably over-designed, but that's what we have to go with). Fans have been somewhat annoyed by this because it contradicts what has come before.

In the early TNG era, it was unclear if the show would respect the visual continuity of The Original Series. In the second episode of the series, The Naked Now, a visual of Captain Kirk's Enterprise appears on a monitor seemingly depicting its appearance during Season 1 of the original show (specifically during the events of The Naked Time) and the movie Enterprise is shown, not the original ship, leading to speculation that TNG was going to pretend that the movie Enterprise was the ship's appearance during the original show rather than its more primitive, original form. TNG also used the movie Klingons rather than the original design. DS9 initially seemed to go the same way, even bringing in specific Klingon characters from TOS now wearing the movie-style makeup (in the DS9 episodes Blood OathThe Sword of Kahless and Once More Unto the Breach, and the Voyager episode Flashback).

However, the producers changed their mind. The TNG episode Relics recreated the original Enterprise bridge on the holodeck, down to the big buttons and 1960s-style colour scheme, and later DS9 episodes such as Trials and Tribbleations depicted the original ship and sets faithfully, with character discussions on the classic, retro stylings of the time period. Enterprise, in its fourth season as recently as 2005, reconfirmed this by reusing the original show's visual design in its episode In a Mirror, Darkly. Both DS9 and Enterprise also acknowledged the visual change in Klingon makeup design and the latter even provided an explanation (not a particularly convincing one, but still).

Thus, when Discovery decided to completely jettison all previous visual continuity in favour of its own designs, it seriously irked fans who felt it was a totally unnecessary complication that could have been easily avoided by, for example, setting the far-more-advanced-looking Discovery a long time after the TNG era, a conclusion that the producers themselves reached by removing the Discovery and its crew to the 32nd Century in the show's third season. Unfortunately this reprieve to the canon is only temporary, with the forthcoming Strange New Worlds likely to cause yet more headaches.


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Sunday, 1 December 2019

SF&F Questions: Will We Ever See HALF-LIFE 3?

The Basics
The Half-Life series of video games is one of the most influential, critically-acclaimed and biggest-selling in history. More than 30 million copies of the two core games in the series have been sold, and many millions more of the various expansions, DLC and the popular Portal series of spin-off games. However, the core storyline begun in the original Half-Life (1998) stalled in Half-Life 2: Episode Two (2007), which ended on a massive cliffhanger. In the twelve years (and counting) to date, that cliffhanger has not been resolved.

Concept art for Half-Life 2: Episode Three from around 2008.

The Story So Far
Ex-Microsoft employees Gabe Newell and Mike Harrington set up Valve Corporation in 1996. They began development of their first video games, an all-out, first-person action title called Quiver and a moody, story-driven science fiction epic entitled Prospero. After a few months in development they realised they didn't have enough manpower to develop both games, so combined them into a new title: Half-Life.

Released in late 1998, Half-Life was almost immediately acclaimed the greatest video game ever made (at least on PC) and sold millions of copies. Expansions followed, Opposing Force in 1999 (which launched the career of Gearbox Software) and Blue Shift in 2000. Valve and their fans in the modding scene developed a number of spin-offs from the engine, including the popular multiplayer games Counter-Strike and Team Fortress, before beginning work on a full sequel.

When Half-Life 2 was released in November 2004, it was not only also immediately acclaimed the greatest PC game ever made, it was also hugely controversial for requiring online activation and validation on Valve's propriety online store, called "Steam." A lot of people were furious with Valve for this move, but the overwhelming critical acclaim given to the game saw them give in and join the services. Half-Life 2 also sold millions of copies, as did its expansions Episode One (2006) and Episode Two (2007) and a related spin-off game, Portal (2007).

Half-Life 2: Episode Two ended on a massive cliffhanger, with a major character dead and the fate of the rest of the characters in severe jeopardy. Valve assured fans they were working on Episode Three. However, several years passed in which little news was released. In the meantime Valve continued making well-regarded games, including Team Fortress 2 (2007), Left 4 Dead (2008), Left 4 Dead 2 (2009), Portal 2 (2011) and Dota 2 (2013).

Also during this time period Steam went through a massive explosion of popularity, becoming the default online PC games portal and making Valve billions of dollars in pure profit. As of this year, there are more than 90 million regular Steam customers and over one billion accounts in existence.

The Half-Life franchise's main protagonists, Gordon Freeman (left) and Alyx Vance (right).

So what happened to Half-Life 3?
Shortly after the release of Half-Life 2 in 2004, Valve confirmed it was working on three "episodes," each one of which would be about one-third the length of Half-Life 2. The idea was that the episodes would form a full sequel to Half-Life 2, and delivering them incrementally would mean that fans would not have to endure another six-year wait such as that which fell between the first two games. Episode One and Episode Two duly followed (split by an eighteen-month gap) in 2006 and 2007, with Episode Three estimated for arrival in mid-2009.

Valve's public statements about the episode were brief and not particularly useful, although they confirmed that the game would pick up on story elements left dangling from Episode Two, particularly the revelation that Dr. Mossman had discovered a key to defeating the Combine on board an old freighter lost in the Arctic, the Borealis. In 2011 the game Portal 2 featured some tie-ins to Episode Three, including the player discovering the drydock the Borealis was launched from. There were also some hints that Episode Three might unite the Half-Life and Portal franchises in some fashion.

By 2012 the Internet had officially grown bored of the wait and a huge number of memes about the missing game had been amassed. Valve boss Gabe Newell made a brief (if coded) comment that the game was in development but said little else about it. Over the following four years there was again little sign of life in the franchise, except a few comments and apparently internal T-shirts at Valve which suggested that Half-Life 2: Episode Three was dead and the story would only continue in a full Half-Life 3 itself.

In 2016, Marc Laidlaw, the main writer on all of the Half-Life games, quit Valve unexpectedly. A year later, he revealed the working outline of Episode Three and how the story would have unfolded (it would have ended on another cliffhanger, if of a lesser magnitude). It was also confirmed around this time that Valve had not seriously been working on Half-Life 3 or Episode Three for many years. This battery of news, following the news that other Half-Life alumni had quit Valve over the years, seemed to confirm to the Internet that Half-Life was finally dead.

Until this week, when Valve unexpectedly announced a full-length, brand-new Half-Life game which wasn't a sequel to Episode Two. Instead, Half-Life: Alyx is an "interquel" set between Half-Life and Half-Life 2, and will be a VR exclusive. It's the latest, unexpected twist in a story that constantly defies explanation.

A pre-release screenshot for Half-Life: Alyx, a new VR game.

So why on Earth has Valve never just made Half-Life 3?
This is the hundred million dollar question. On the surface, Half-Life 3 would have been a licence to print money. The franchise has sold tens of millions of copies and made hundreds of millions of dollars in profit (maybe more). They had momentum from making Half-Life 2 and the two episodes and a team in place ready to roll on.

The reasons why Valve lost that momentum now seem more obvious in retrospect. Steam was a much bigger, much wilder success than anyone ever expected. Valve take home around $4 billion in profit a year from just running a games store, which rather handily eliminates any question over their financial security. Valve are currently the most profitable-per-employee company in the United States and have rejected offers to be bought out by both Electronic Arts and Microsoft, each offer allegedly northwards of $20 billion.

In addition, Valve seemed to struggle with the idea of a central mechanic to hook Half-Life 3 around. Half-Life was built around the all-encompassing idea of a realistic 3D environment; Half-Life 2 was built around physics and the ability to manipulate everything in the world via the Gravity Gun. What new tech Valve could use to direct Half-Life 3 seems to have been something they struggled with for some time; the "Episodes" format even seems to have been a way for them to try to get around that by not requiring a new mechanic for the smaller games, but that didn't work out either.

There's also the risk of diminishing returns and impossible expectations: Half-Life and Half-Life 2 were both deemed the greatest game of all time on release, but by the time of Episode Two's release, the critical acclaim had ebbed away somewhat and the expansion got only middling reviews, with most of the acclaim going on its contemporary spin-off release instead, Portal. One of the reasons for pulling Episode Three is likely that the Source Engine technology it was relying on was going to be too old hat in 2009 (when it was originally due for release) and Valve didn't want to overhaul the engine to the extent required to make it more of a cutting-edge release (although they eventually did for Portal 2 two years later). This inspired the move from Episode Three to Half-Life 3, but the project never seemed to get off the ground, probably due to this issue over not having a central new mechanic. Valve seem to have developed a perfectionist streak and the determination that Half-Life 3 could not be released unless it was guaranteed to re-make the wheel again, which is a huge (and likely impossible) task to set yourself.

The other issue with not making Half-Life 3 is one of age. This year Half-Life turned 21 years old. Half-Life 2 celebrated its 15th anniversary a fortnight ago. An entire generation of gamers has grown up who are completely unfamiliar with the franchise, which is a problem for Valve.

Another pre-release screenshot for Half-Life: Alyx, due for release in March 2020.

Does Half-Life: Alyx put Half-Life 3 back in play?
In a word, yes. Half-Life: Alyx appears to be a gimmick, another attempt to push VR technology on a sceptical gaming audience. But it should be remembered that in order to make Alyx, Valve have had to completely revamp their engine technology and their art. As the game is set in City 17, it will feature new, HD and 4K assets and textures of locations we have already seen in previous games, as well as new lighting technology, better water and so on.

These are all elements that can be fed back into not just a Half-Life 3 but also a Half-Life 2 Remastered. Remasters are all the rage and Half-Life 2 has benefited from minor tech upgrades over the years, but it hasn't had the full remaster treatment yet. With the technology developed for Alyx, it should be relatively simple for Valve to completely remaster Half-Life 2 and its two expansions, all ready for re-release on the next generation of PC and console hardware. And of course, if you can do that then you're most of the way to building expectations for a Half-Life 3.

We saw this recently when Gearbox Software acquired the Homeworld licence, released Homeworld Remastered and then a stand-alone prequel game, Deserts of Kharak, and then based on their success have started work on Homeworld 3. And that franchise was (and remains) very obscure compared to Half-Life.


Conclusion

Valve have not so far made a Half-Life 3 due to a combination of having total financial security from their Steam service instead; not having found a central technology or mechanic to hook the game around; declining interest in the franchise as it gets older; and utterly unachievable expectations set by the fanbase which only get worse with every year.

However, Valve creating and releasing Half-Life: Alyx suggests that they have overcome some of these objections and also developed technology and assets that could be used to make Half-Life 3. This doesn't mean it'll happen, but it puts the idea back in play as a serious possibility for the first time in many years. Of course, if Alyx is an unexpected success it does raise the possibility that Half-Life 3 itself may follow...as a VR game. And that would be an interesting situation to watch unfold.

Thank you for reading The Wertzone. To help me provide better content, please consider contributing to my Patreon page and other funding methods, which will also get you exclusive content weeks before it goes live on my blogs.

Tuesday, 22 October 2019

SF&F Questions: What became of the Targaryen crowns in A SONG OF ICE AND FIRE?

After a discussion with ASoIaF superfan Nina, the question arose of what happened to the seven crowns of the Targaryen dynasty in A Song of Ice and Fire. This is an interesting question because at one time George R.R. Martin went into considerable detail about the crowns, but their eventual fates are largely a mystery. We can, however, come to some educated guesses about their fates.


The Seven Crowns
The sixteen ruling Targaryen kings (and one ruling queen, arguably) of Westeros wore seven crowns between them, as follows:

  1. Aegon I, Maegor I, Aegon II, Daeron I: a circlet of Valyrian steel embedded with square-cut rubies. Presumed lost or destroyed when Daeron I was cut down and killed during his attempt to retake Dorne.
  2. Aenys I: an elaborate and gaudy crown of gold. Not worn by any other king.
  3. Jaehaerys I, Viserys I, Rhaenyra: a simple gold band inset with seven gemstones. After Viserys I's death, the crown passed to his oldest child, his daughter Rhaenyra, but her younger half-brother Aegon II disputed the succession. Rhaenyra was forced to sell her crown at one point to buy passage on a Braavosi ship back to Dragonstone.
  4. Aegon III, Viserys II, Aegon V: A slender gold band with no ornamentation. This crown was lost in the Great Fire of Summerhall, where Aegon V lost his life and the summer palace of the Targaryens was burned to the ground in an ill-fated attempt to hatch dragon eggs.
  5. Baelor I: a simple crown of actual flowers and vines. Actually multiple crowns, probably renewed every day or two.
  6. Maekar I, Jaehaerys II: a crown of black iron and red gold, sharply pointed. This crown's fate is unknown; Jaehaerys II died of natural causes, so the crown was presumably retained in the Red Keep or on Dragonstone.
  7. Aegon IV, Daeron II, Aerys II: a huge and heavy crown made of red gold, each of its points a dragon's head with gemstone eyes. Worn reluctantly by Daeron II to make a point that he was his father's son, given that rumours of his true parentage dogged his life and triggered the civil war known as the Blackfyre Rebellion. This was also the crown of Aerys II, the Mad King, and fell from his head when Jaime Lannister slew him at the foot of the Iron Throne.

Fate of the Crowns
It should be noted that the ultimate, canonical fate of none of the crowns has been 100% firmly established in the books. However, we can make strong and educated guesses. The first crown was lost in Dorne and, as far as we know, was not returned to the Iron Throne when Dorne joined the realm. Given that Daeron I died in an ambush with a relatively small number of combatants, rather than the chaos of a full-scale battlefield, we can reasonably guess that the crown survived. Whilst it could have been knocked over a ravine or lost in some fashion, most likely it was recovered from the battlefield and secreted away, possibly by a common Dornish soldier but much more likely by a nobleman. The Martells having secured the crown and kept it hidden for generations is quite possible.

The second crown sounds quite hideous and the fact it was never worn against suggests it was probably melted down, broken up, sold or destroyed, possibly on Maegor the Cruel's orders.

The third crown was sold to a Braavosi merchant, so it was likely again broken up, sold on or destroyed for its parts.

The fourth crown's fate is the closest we have to being certain: it was likely utterly destroyed during the burning of Summerhall.

The sixth crown (the fifth doesn't really count, being effectively shrubbery) is the one most likely to have survived intact in the Red Keep or back on Dragonstone. Assuming Robert didn't destroy it, it may simply be on display somewhere, or locked in the treasury, or perhaps "liberated" by Varys for some future royal head?

The seventh crown was the one worn by Aerys II, the Mad King, and it was very likely destroyed by Robert Baratheon, who had a terrible hatred of the Targaryens in general and the Mad King in particular, and would have not let it survive as a symbol for Targaryen loyalists to rally around.

On this basis, both the first crown - the one worn by Aegon the Conqueror himself - and the sixth are likely to have survived in some fashion, and may yet find their way in the possession of a future claimant to the Iron Throne.

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Thursday, 19 September 2019

SF&F Questions: Does human religion still exist at the time of Star Trek?

Star Trek is the most extensive live-action science fiction franchise of all time, spanning 762 episodes (as of July 2019) across seven distinct television series, along with thirteen theatrical movies and countless novels, video games and comics. The Star Trek timeline extends from the near future to more than a thousand years in our future.


In all of that time, Star Trek has somehow managed to sidestep the question of religion, specifically human religion. Alien religions are covered, sometimes in exacting depth, with multiple episodes focusing on the religious beliefs of races including the Bajorans and Klingons, and the ideological attitude and spirituality of the Vulcans. But the show tends to shirk away from answering questions such as whether humans still believe in God in the 23rd and 24th centuries.


Word of God
Star Trek creator Gene Roddenberry, a committed atheist, secularist, optimist and humanist, was unequivocal on the matter: he believed that by the time of Star Trek (the 23rd and 24th centuries), human beings would have come to the realisation that religion was outdated superstition and would have embraced a philosophical and ideological point of view that rejected both religion and the pursuit of money as the motivating factors of the human race.

Of course, such a viewpoint was fairly radical for 1960s American television, and it seems that Roddenberry didn’t enforce this POV on his writers, who frequently adopted more traditional viewpoints, with characters affirming a belief in God at several points. Later Star Trek producers Brannon Braga and Ronald D. Moore confirmed that Gene’s tenet on religion remained in full force on the 1990s Star Trek shows (The Next Generation, Deep Space Nine and Voyager). “On Roddenberry's future Earth, everyone is an atheist. And that world is the better for it.”

In addition, it appears that humanity has abandoned the use of the Anno Domini (After Christ) or Common Era calendar in favour of non-denominational Stardates instead. In fact, it took twenty-two years after the airing of the first episode of Star Trek for a current year to even be mentioned in this system (in The Next Generation’s The Neutral Zone, when the current year is identified as 2364 AD).


Evidence in The Original Series
In Balance of Terror it is revealed that the Enterprise has a non-denominational chapel on board where religious ceremonies can be held, including weddings and funerals. This suggests that human religious faith still exists and all beliefs are catered to on the ship.

However, in Who Mourns for Adonis? Kirk seemingly contradicts this by saying that polytheistic religious beliefs are considered outdated as “we find the one [god] quite sufficient.” This seems to suggest that Hinduism and any belief not centred around a single god (such as Buddhism) no longer exists. It also suggests that most humans still believe in a single god at this point in history.

In Space Seed, Lt. McGivers reports that Khan is of Indian descent and may be a Sikh, although when he wakes up, Khan does not identify himself with any religious belief. However, given that Khan originates from the late 20th Century, that doesn’t mean that the Sikh culture and faith is still extant in the 23rd Century.

In Bread and Circuses, Septimus asks the crew if they are “Children of the Sun,” to which McCoy replies, “If you’re speaking of worship of sorts, we represent many beliefs.”

In That Which Survives, navigator Lt. Rahda is shown wearing the bindi (a traditional Hindu symbol on her forehead), contradicting Who Mourns for Adonis?




Evidence in the movies
In Star Trek II: The Wrath of Khan, a funeral is held for Spock after his death in the battle with Khan. The funeral is apparently non-religious, with no prayers offered, although Scotty does play the 1779 Christian hymn “Amazing Grace” on his bagpipes. It should be noted that as a Vulcan (a half-Vulcan, but raised on the Vulcan homeworld as a full Vulcan), Spock would presumably not have requested any kind of human religious funeral anyway. Several characters also exclaim “My God!” at various points in the film, but Dr. McCoy also refers to the story of Genesis as “a myth.”

In Star Trek V: The Final Frontier, religious faith and fundamentalism is a key theme and it is even hinted that the hostile alien entity imprisoned at the centre of the galaxy may be the inspiration for numerous real-world religions (as Kirk memorably points out, “What does God want with a starship?”).

In Star Trek VI: The Undiscovered Country, Captain Sulu yells “My God!” upon seeing the shockwave from the Klingon moon Praxis approaching his ship, the Excelsior.

In Star Trek: Generations, Picard celebrates Christmas, although Christmas is of course considered a secular holiday by many.




Evidence in The Next Generation
In Who Watches the Watchers the crew of the Enterprise interfere with a preindustrial civilisation and inadvertently create a religion based around their activities, to Picard’s evident horror. He describes the age of religious belief as a primitive “setback.”

Several weddings take place in the series, most notably the marriage of Miles and Keiko O’Brien in Data’s Day, but these are non-denominational weddings. However, in the same episode Data notes that the Hindu Festival of Lights is currently ongoing and there will be celebrations of this on the Enterprise.

In Sub Rosa, Dr. Crusher’s grandmother is given a Catholic funeral.




Evidence in Deep Space Nine
In The Ship and The Sound of Her Voice, wakes take place. However, they are not overtly religious ceremonies.

In the episode Penumbra (taking place in AD 2375), Captain Kasidy Yates says that her mother would expect her to be married by a minister.


Evidence in Voyager
Commander Chakotay is of Native American descent and frequently mentions his spiritual beliefs.


Evidence in Enterprise
Taking place a hundred years before Kirk’s times, Enterprise features much more overt references to religion still existing. Dr. Phlox is a student of human religion and in Cold Front mentions taking mass in St. Peter’s Square and visiting a Buddhist monastery in Tibet.


Evidence in other materials
Various Star Trek books and comics make more overt references to religion still existing: A Small Matter of Faith focuses on the career of a Starfleet chaplain and Guises of the Mind features Catholic, Jewish, Buddhist and Hindu believers in Starfleet. The video game Star Trek: 25th Anniversary features a group of religious separatists living on a breakaway colony, and Kirk can respond to their beliefs either respectfully or sardonically.

However, none of the Star Trek comics, video games or novels are canon, so these are not germane.


How could religion disappear in just 240 years?
Given that many of the world religions are thousands of years old, the idea that religion may disappear in just the next 240 years appears to be fanciful. Star Trek writer Ronald D. Moore notes that he considers it to be impossible, but could not overrule Gene Roddenberry’s rule.

One possibility is related to the fictional World War III. In Star Trek’s timeline, WWIII erupts in 2026 and rages until 2053, although there are apparently lulls and ceasefires during the conflict. The war involved both conventional military activity and nuclear strikes, which eliminated many of the world’s major cities. One reason San Francisco becomes apparently the biggest and most important city in North America in the Star Trek timeline is that many of the other major cities of the continent were destroyed. The death toll from WWIII is about 600 million.

It is possible that this war was so devastating that entire religions were wiped out, or driven underground or to the point of extinction and that the post-WWIII rebuilding process, especially after First Contact with the Vulcans in 2063, was undertaken specifically with the idea of uniting humanity under a single humanist banner.

It is also possible that the discovery of intelligent alien life resulted in a massive philosophical shift on Earth which contributed to the decline of religion.


So, has human religion disappeared by the time of Star Trek?
Based on multiple data points, it appears that religion continues to endure even by the time of Star Trek: The Next Generation and Deep Space Nine: Dr. Crusher’s grandmother is a Catholic, Captain Yates and her mother appear to be Christians of unknown denomination and a Hindu religious festival is observed on board the Enterprise-D. There are also Hindus serving in Starfleet at the time of The Original Series.

As a result, we can conclude that although religious worship among humans is much less widespread in the late 24th Century compared to now, it remains extant and people do continue to follow the major world religions, albeit in much smaller numbers than at present.

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Sunday, 21 July 2019

SF&F Questions: Which is the longest-running SF or Fantasy TV series?

This sounds like a fairly straightforward question, but is more complicated than it sounds because of the different ways it can be counted.


The BBC science fiction series Doctor Who may at first glance be the obvious answer. It aired its first episode, An Unearthly Child, on 23 November 1963 and its 851st, Resolution, on 1 January 2019. In that fifty-six-year period, Doctor Who has produced 37 seasons of television, with the 38th season due to air in 2020. Approximately 413.3 hours of material has been produced, not including the spin-off shows (Torchwood, The Sarah-Jane Adventures and Class) in that time. This is more than twice as much material as has been produced by the likes of Stargate SG-1 and The X-Files, which have both erroneously been claimed to be the longest-running SF show in the past.

So, in terms of both length and quantity of material produced, Doctor Who is the clear front-runner.

However, some may dispute the position on several grounds. Doctor Who spent seven years off-air between 1989 and 1996, when a 90-minute special was produced, and then another nine years off-air between 1996 and the rebooting of the show in 2005, so it has not been in continuous production for all that time. Furthermore, when Doctor Who returned in 2005 it was officially designated and treated as a new show: the season count was reset to 1, so the most recent season to air is counted by the BBC as Series 11, not Season 37. This is counter-disputed because of legalities and technicalities: reprising Doctor Who in 2005 using the same framework as in place in 1989 was impossible, so the show had to be counted as a new series for technical purposes, but in terms of title, characters and continuity it is clearly meant to be a continuation of the 1963-89/96 series.

Despite that, it is certainly true that Doctor Who is not automatically the longest-running, continuously airing science fiction or fantasy TV series in the world. That honour is claimed by several other shows.

Paranormal adventure series Supernatural began airing in September 2005 and will conclude in 2020 with its sixteenth season. By the end of that season, it will have aired 327 episodes with a combined run-time of 239 hours and 48 minutes. This eclipses Doctor Who’s tally of 155 continuously-produced episodes since March 2005, totalling 124 hours and 20 minutes, almost only half of Supernatural’s run-time.

A wild card to throw into the mix is the web series Red vs. Blue, which began airing on 1 April 2003 and aired its most recent episode on 25 May 2019. It has totalled 364 episodes and 17 seasons released to date. However, Red vs. Blue’s episodes only average about 7 minutes in length, with the total length of the entire series to date weighing in at a relatively modest 41 hours, 57 minutes.

So the answer to this question is as follows:

Doctor Who is the longest-running SF series in the world in terms of total number of episodes produced, hours aired and seasons made, including hiatuses.

Supernatural is the longest-running fantasy series in the world in terms of total number of episodes produced, hours aired and seasons made. It is also the longest-running SF or fantasy series in the world in terms of the continuous number of episodes made.

Red vs. Blue is the longest-running, continuously-produced SF or fantasy series in the world in terms of dates, predating Doctor Who by two years and Supernatural by two-and-a-half years, but it has produced significantly less content than either.

Note: for the purposes of this article I have considered only live-action shows. Animation would be a different and potentially more difficult question.


Completed Shows

Again not counting animation, the longest-running, completed SFF series is Dark Shadows, a supernatural soap opera. Although it only ran on American TV for six seasons between 1966 and 1971, it amassed an enormous 1,225 episodes in that time, for a total run-time of 612 hours and 30 minutes.


Franchises

This has a more straightforward answer. The longest-running science fiction or fantasy franchise, spanning multiple shows, is Star Trek. It aired its first episode, The Man Trap from Star Trek, on 8 September 1966 and its most recent, Such Sweet Sorrow, Part II from Star Trek: Discovery, on 18 April 2019.

On television (not counting the movies), Star Trek has spanned seven distinct series: the original (1966-69), The Animated Series (1973-74), The Next Generation (1987-94), Deep Space Nine (1993-99), Voyager (1995-2001), Enterprise (2001-05) and Discovery and its related Short Treks spin-off (2017-present). It will soon be joined by Picard, Lower Decks and Section 31.

In that time the franchise has amassed 762 episodes in total, amassing a grand run-time of 555 hours and 21 minutes.


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Sunday, 31 March 2019

SF&F Questions: How large is Arrakis?

The Basics

Dune, by Frank Herbert, is the biggest-selling science fiction novel of all time, having sold well over 10 million copies since its publication in 1965. It has been followed by five canonical sequels (Dune MessiahChildren of DuneGod-Emperor of DuneHeretics of Dune and Chapterhouse: Dune) and various "expanded universe" books of execrable quality from Kevin J. Anderson and Brian Herbert (which can be - and, under all circumstances, should be - safely ignored).

Most of the action in the Dune saga takes place on the planet Arrakis, also known as Dune. Since the book was published, fans have asked about the size of the planet, with various attempts made to estimate the planet's circumference, diameter and mass. Most of these have foundered on a lack of hard information. In the 1990s an informal guess seems to have been made that Arrakis is around the same size as Mars, which seems to have become the default assumption for many fans since then.



The Evidence

In the novels, Arrakis is presented as a hot, desert world, essentially an entire planet covered by giant sand dunes similar to those of the Sahara. The only exceptions are the two poles, which are cooler and where clusters of mountains, rocks, plateaus and ridges provide some respite from the heat and also allow for the construction of permanent settlements. Most importantly, these rocky outcroppings are the only areas safe from sandworms, subterranean leviathans that can emerge from the dunes and consume people and equipment.

Arrakis is presented as a world with Earth-like gravity (or at least, not noticeably less) and a breathable atmosphere. The latter was a mystery, as Arrakis possesses neither extensive plant life nor oceans, until Frank Herbert clarified in a later sequel that the atmosphere of Arrakis is the result of gaseous emissions by the sandworms.

To determine the size of Arrakis, we require several things: distances and some way of determining the overall size of the planet that works with those distances. Fortunately, both are provided in the novel.

During the early part of the book, House Atreides moves to Arrakis and takes possession of the planet from House Harkonnen. The Atreides determine that it is too dangerous to take up residence in the Harkonnen capital of Carthag due to the number of booby traps and Harkonnen agents left behind, so they fortify the smaller city of Arrakeen instead. At one point it is said that Arrakeen is located more or less exactly 200 kilometers from Carthag, which is a firm distance (just about the only reliable, hard distance between two landmarks given in all six books).

Extrapolating this onto the map provided at the start of the book gives us a firm scale, which is quite useful. The map is also useful because it gives us longitude lines but, more usefully, the latitude line for 60° N. With the scale in place, we can then measure exactly how far it is from one side of the 60° N line to the other, through the northern polar ice cap. This works out, quite nicely, at almost 1,800 km (1,118.46 miles) exactly.


Comparisons to Other Worlds
Utilising Google Earth Pro, it is possible to measure the distance from one side of the 60° N line to another on no less than three other worlds. These produce the following results:

Earth: 6,693.82 km (4,159 miles)
Mars: 3,551.81 km  (2,206.99 miles)
Moon: 1,820.33 km (1,131.10 miles)


Conclusion

These show that Arrakis is approximately one-quarter the size of Earth and half the size of Mars, and almost exactly matches the size of our Moon. This would seem to give us a firm and straightforward answer using solely the textual evidence.


Problems & Contradictions

Arrakis being the size of our Moon is, however, highly problematic. First off, our Moon is generally considered to have insufficient mass - and thus gravity - to hold down a thick, life-supporting atmosphere. The Moon's gravity is about one-sixth that on Earth, and a combination of low gravity and solar winds have stripped the Moon of whatever atmosphere if may have once possessed.

There is a workaround for this: Arrakis could be small but dense, with many rich metals located far below the planetary surface. This would also solve the issue that during the saga, no-one comments on Arrakis being a low gravity world, or bounces around as they should. Instead, Arrakis clearly has a gravitational field as strong as Earth's, or not far off (the novel actually provides a figure of 0.9g for Arrakis's gravitational strength).

Another apparent contradiction arises in the text: an early conversation between Paul Atreides and Thufir Hawat reveals that the storms on Arrakis build up over "six or seven thousand kilometers of flatlands" in the equatorial band. However, this is not as contradictory as it sounds: the Moon's equatorial circumference is 10,921 km, so if Arrakis is the same, it is perfectly possible for the Coriolis storms to build up. More to the point, this conversation may confirm Arrakis's small size. Mars's equatorial circumference is 21,344 km and Earth's is 40,075 km. If Arrakis was more their size, than Hawat and Paul should be discussing much larger stretches of desert than just six or seven thousand kilometers.

Another question is if Arrakis is large enough to even be called a planet. However, it is larger than Ceres, Pluto and all the other dwarf planets of our star system, and presumably large enough to have cleared its orbit of debris, which is our modern definition of a planet.

Some fans may prefer to suggest that the map in the novel Dune is not to scale, which would be a more helpful answer, but the presence of both latitude and longitude lines on the map suggests this is not the case and the map is indeed supposed to be to scale.


Answer

Based solely on the textual evidence, the planet Arrakis is a near-perfect match for Earth's moon in size, with an approximate diameter of 3,474 km, an equatorial circumference of 10,921 km and a surface area of 38 million square kilometers (14.6 million square miles), which is more than Africa (30 million square km) but less than Asia (44 million square km).


Thank you for reading The Wertzone. To help me provide better content, please consider contributing to my Patreon page and other funding methods, which will also get you exclusive content weeks before it goes live on my blogs. SF&F Questions are debuting on my Patreon feed and you can read them there before being published on the Wertzone.

Sunday, 17 March 2019

SF&F Questions: What works are part of the Middle-earth canon?

There are few words that strike fear deeper into the hearts of long-established fantasy fans and critics when someone starts asking about “the Middle-earth canon” and “what books are canon?” It’s a simple question, but the answer is long, complex and confusing.


What is a Canon?

In this sense, a canon is the definitive “official” version of what happened in a particular story, world or narrative created by an author. In very simplistic terms, the Harry Potter canon, for example, consists of the seven novels written by J.K. Rowling and other elements that she either wrote or approved of, such as the Pottermore website, spin-off books like Fantastic Beasts and Where to Find Them and the Cursed Child stage play. Fanfiction is clearly non-canon and the films represent a separate canon, as they are an adaptation of the book canon rather than a formal addition to it.

The definition of canon can also change. For example, when George Lucas created the film Star Wars in 1977 and then its sequels, he held that only the films were canon and nothing else was: the spin-off novels and comic books written by third parties were not canon and he would not be bound by their events and in most cases did not read them. However, by the late 1980s he had come to believe a single Star Wars canon was more desirable and he hired people to ensure consistency and continuity between all officially-authorised Star Wars products, including novels, video games and comic books. This scheme became known as the “Star Wars Expanded Universe,” with the idea being that if someone just wanted to watch the films that was fine, but if they wanted to delve deeper into the setting, they could find a huge amount of official, canonical material, information and new stories. When Lucas wrote the Star Wars prequel movie trilogy in 1999-2005, he used planets, races, terms, concepts and characters created in prior Expanded Universe work in the films. However, when Lucas sold Star Wars to Disney in 2012, Disney decided that maintaining the Expanded Universe and keeping it coherent with the new films they were planning was impossible, and they declared that none of the material outside of the films and the animated series were canon (to the fury of many fans).

The definition can also be argued. Frank Herbert published his hugely popular Dune series of science fiction novels between 1965 and 1986 before dying unexpectedly. He left behind a very small number of notes and outlines for a possible continuation of the series, leading to his son co-writing and publishing an enormous number of additional books in the setting. The canonical status of these latter books has been hotly debated, especially since it became clear that the depth and detail of Frank Herbert’s notes had been grossly exaggerated.


Tolkien’s Works

In most cases determining which works are canon and which are not is relatively easy, especially if the author is still alive to simply answer questions on this topic. In the case of J.R.R. Tolkien, this is of course sadly impossible, as he passed away in 1973. The complexities of the determining the Tolkien canon are considerably complicated by the fact that Tolkien only published two major (The Hobbit and The Lord of the Rings) and two minor (The Adventures of Tom Bombadil and The Road Goes Ever On) Middle-earth works whilst he was alive. After his death, his third son and literary executor Christopher sifted through his files to arrange the publication of The Silmarillion (1977), Unfinished Tales (1980), The Children of Húrin (2007), Beren and Lúthien (2017), The Fall of Gondolin (2018), and the twelve-volume History of Middle-earth series (1983-96). However, the publication of the latter series, which effectively presented some 5,000 Tolkien manuscript pages written over fifty-six years, meant that readers could make their own decisions over Christopher’s choices in assembling The Silmarillion and in some cases found them wanting, particularly regarding those papers and notes which came to light only after The Silmarillion’s publication, which in some cases Christopher acknowledged would have resulted in changes to the book if he’d known about them beforehand.

For this reason, a simple determination of the Middle-earth canon is extremely difficult and debatable. This is further complicated by J.R.R. Tolkien’s own willingness to adjust even published books to reflect later decisions. Most famously, he rewrote the chapter in The Hobbit where Bilbo Baggins confronts Gollum and finds the One Ring from its original, light-hearted style and tone to better reflect the darker and more sinister atmosphere of Lord of the Rings, and this appeared in a second edition of the book published in 1951. Certainly, some of the changes to The Silmarillion J.R.R. Tolkien was considering in the closing years of his life would have resulted in inconsistencies and incompatibilities with the published Lord of the Rings and Hobbit, suggesting that he may have produced third editions of both novels with revisions to take account of these developments. Thus, the reliance on a “fixed text” that canon usually relies on is absent in the matter of Middle-earth.

This has led to a controversial status for The Silmarillion as published. We know J.R.R. Tolkien was planning extensive, sweeping changes to the book at the time of his death, but these changes were not fully conceptualised or outlined. In the editing of The Silmarillion, Christopher Tolkien therefore defaulted to the incomplete version of the story his father had developed from c. 1930 to the publication of Lord of the Rings, incorporating some elements from later on but also having to go right back to the original Book of Lost Tales idea (developed by Tolkien from 1917 to c. 1924) since that is the only place where he sketched out the end of the story in any kind of detail, despite the major differences in tone and style to his later writings. The result, it has been complained is a hodgepodge of drafts, ideas and stories and certainly does not reflect J.R.R. Tolkien’s plans for the book at the time of his death. Christopher Tolkien’s point, well-taken, is that it was impossible to create a book compatible with his father’s intentions in 1973, so he defaulted to the most completed and “best-case” narrative he could develop. The debate will no doubt rage on eternally.


So, what is the Middle-earth canon?

Returning to the original question, the Middle-earth canon can be broken down into the following groups:


Primary Canon
These are books published and revised by J.R.R. Tolkien in his lifetime. Despite Tolkien’s willingness to revise and issue new versions of the texts, we can nonetheless declare these as primary canon.
  • The Hobbit, or There and Back Again (1937, revised 1951)
  • The Lord of the Rings (1954-55, revised 1965)
  • The Adventures of Tom Bombadil (1962)
  • The Road Goes Ever On (1967, with Donald Swann)
It should be noted that although The Adventures of Tom Bombadil (a poetry collection) and The Road Goes Ever On (a musical score inspired by Middle-earth) both contain canonical new information, they are relatively minor works.


Secondary Canon
These are books consisting of material written by J.R.R. Tolkien but not published until after his death, usually edited by his son Christopher. This is material which is coherent and readable as stand-alone works, but some readers may raise concerns based on information from other sources:

  • The Silmarillion (1977)
  • Unfinished Tales of Númenor and Middle-earth (1980)

Tertiary Canon 
This is material which was written and created by Tolkien, but was not completed by him or brought to a satisfactory state where it can be reconciled with either primary or secondary canon. However, in isolated moments this material may be argued to be canonical where it does not conflict with established material.
  • The History of Middle Earth Volume I: The Book of Lost Tales, Part 1 (1983)
  • The History of Middle Earth Volume II: The Book of Lost Tales, Part 2 (1984)
  • The History of Middle Earth Volume III: The Lays of Beleriand (1985)
  • The History of Middle Earth Volume IV: The Shaping of Middle-earth (1986)
  • The History of Middle Earth Volume V: The Lost Road and Other Writings (1987)
  • The History of Middle Earth Volume VI: The Shadow of the Past (1988)
  • The History of Middle Earth Volume VII: The Treason of Isengard (1989)
  • The History of Middle Earth Volume VIII: The War of the Ring (1990)
  • The History of Middle Earth Volume IX: Sauron Defeated (1992)
  • The History of Middle Earth Volume X: Morgoth’s Ring (1993)
  • The History of Middle Earth Volume X: The War of the Jewels (1994)
  • The History of Middle Earth Volume XII: The Peoples of Middle-earth (1996)
  • The Children of Húrin (2007)
  • Beren and Lúthien (2017)
  • The Fall of Gondolin (2018)

Thank you for reading The Wertzone. To help me provide better content, please consider contributing to my Patreon page and other funding methods, which will also get you exclusive content weeks before it goes live on my blogs. SF&F Questions are debuting on my Patreon feed and you can read them there before being published on the Wertzone.

Sunday, 15 July 2018

SF&F Questions: Is HARRY POTTER an epic fantasy?



The Basics

Harry Potter is the biggest-selling novel series of the past twenty years. More than 600 million copies of the seven-volume sequence have been sold and the nine movies set in the same world have grossed over $9 billion (with a tenth due for release this year). The series is a huge crossover success, attracting both young and adult readers, and its characters, terminology and storylines have entered the popular consciousness.

One question that arises occasionally is to do with the genre of the series. The field of epic fantasy has boomed in popularity in the last twenty years, driven by the success of the Lord of the Rings movies and, more recently, the Game of Thrones TV series (both based on huge-selling novel series). It is therefore interesting, if ultimately unimportant, to ask the question, is Harry Potter an epic fantasy? If not, what genre is it in?

I asked this question previously in 2011 and this generateda lot of discussion (lots of excellent points in the comments as well), but I hadn’t fully caught up with either the books or films at that point. Now that I have done so with the films, it seemed an interesting idea to revisit the question.


What is an epic fantasy?

What makes this question more problematic is that no generally-accepted definition of what an epic fantasy is seems to exist. Most people seem to respond with a variation of, “I don’t know, it’s got magic and dragons and elves in it, or something?”

The Encyclopaedia of Fantasy (1997) offered this definition by SFF uber-critic John Clute:
"An epic is a long narrative poem which tells large tales, often incorporating a mixture of legend, myth and folk history, and featuring heroes whose acts have a significance transcending their own individual happiness or woe. The classic epic tells the story of the founding or triumph of a folk or nation... Prose fiction which might be called EF include several of the central secondary world tales central to the development of fantasy over the past 100 years - e.g. much of the work of Kenneth Morris, E.R. Eddison, J.R.R. Tolkien and Stephen R. Donaldson. Any fantasy tale written to a large scale which deals with the founding or definitive and lasting defence of a land may fairly be called an EF. Unfortunately, the term has been increasingly used by publishers to describe heroic fantasies that extend over several volumes and has thus lost its usefulness."
Not tremendously helpful, so in my own blog series A History of Epic Fantasy I offer the following definition:
"An epic fantasy is a substantial work of fiction set either in a fictional realm, or a fictionalised version of the real world, in which several characters (and sometimes many dozens) are faced with transformative goals and tasks. Something inherent in the setting must be impossible or fantastic, to set it aside from being merely an alternative history or work of science fiction. There is usually an antagonist to defeat, magical items to utilise and battles to be fought on a large scale. The work is usually long or extends across multiple volumes, although short epic fantasies are not unknown."
Although not definitive, I think that works as a rough idea of the elements you might expect to see in the genre.


What is Harry Potter about?

If you’re one of the three people on Earth not familiar with the series, it may be constructive to briefly summarise the series to see how well it fulfils the tenants of epic fantasy:

Harry Potter is a fantasy series written by J.K. Rowling consisting of seven novels: Harry Potter and the Philosopher’s Stone (1997), Harry Potter and the Chamber of Secrets (1998), Harry Potter and the Prisoner of Azkaban (1999), Harry Potter and the Goblet of Fire (2000), Harry Potter and the Order of the Phoenix (2003), Harry Potter and the Half-Blood Prince (2005) and Harry Potter and the Deathly Hallows (2007). An eight-film adaptation of the books (The Deathly Hallows was broken into two films) began in 2001 and concluded in 2011. A sequel stage play (Harry Potter and the Cursed Child) and two prequel movies (Fantastic Beasts and Where to Find Them and The Crimes of Grindelwald) have followed.

The books are set in a fantasied version of the real world, where magical creatures, wizards, witches and sorcery exist in parallel to our world, but sophisticated magic is employed to keep the existence of this world secret from the mundane one. The magic community regards the non-magic community disparagingly as “muggles” and takes little interest in them, despite their technology and numbers. Children with an aptitude for magic are taken to one of several magic schools, with apparently one school for each country or region: the UK’s school, located in Scotland, is called Hogwarts.

Eleven years before the books begin, the magical world is rocked by a conflict where one wizard, Tom Riddle, attempts to seize power and conquer the magical world (and possibly the muggle one as well). Taking the name “Voldemort” and styling himself “the Dark Lord”, nearly succeeds in his mission. During a final battle in the village of Godric’s Hollow, he successfully kills two wizards opposed to him – Lily and James Potter – and tries to kill their one-year-old son, Harry. However, Harry is able to resist the attack and Voldemort is apparently killed as a result. When the books open, Harry is being looked after by his mother’s sister Petunia and her husband Vernon, both muggles who despised Lily and James, and hate and mistreat Harry as a result. Despite their objections, Harry is recruited into Hogwarts School of Witchcraft and Wizardry. Harry, who was hitherto unaware of the existence of the magical world, starts off on the backfoot. He is also taken aback by his fame as a result of his role in Voldemort’s apparent destruction. Potter quickly makes two very close friends, Hermione Granger and Ron Weasley, but earns the enmity of Draco Malfoy and the potions teacher, Severus Snape.

Over the course of his time at Hogwarts, it becomes clear that Voldemort was not killed, but instead reduced to a shadow or wraith-like existence. Voldemort’s followers, the Death-Eaters, successfully restore their master to a corporeal and apparently invulnerable form and Voldemort quickly launches a renewed attempted to conquer the magical community. Harry, aided by friends and allies, organises a resistance and learn Voldemort’s weakness, that to preserve his life he has split his life force between seven vessels, known as Horcruxes. Harry sets out to destroy the Horcruxes and also draw Voldemort’s forces into a decisive battle at Hogwarts.


Does Harry Potter fulfil the criteria?

At first glance, Harry Potter fulfils most of the criteria to be counted as an epic fantasy. The story is epic in scale, unfolding over seven novels (and eight long movies), the latter four of which are quite large. Although the story is episodic, at least to start with, a clear over-arcing storyline quickly emerges and comes to dominate the saga.

The story itself is also the most familiar one in epic fantasy: a Chosen One (Harry) is prophesied to stand against a Dark Lord (Voldemort). Magic is a fact of life and non-human races (elves, goblins, centaurs and giants) and creatures (dragons, giant spiders, basilisks and many others) abound. There are several key and major battles throughout the series and there are a large number of Plot Coupons (magical mcguffins or plot devices), including magical swords, a secret crown (or diadem), the Horcruxes, the Deathly Hallows and magical wands, among many others. There are also conspiracies and political intrigue, with the return of the Dark Lord being regarded with scepticism by many factions which hinders Harry’s attempts to forge an alliance to stand against Voldemort.

Several arguments mustered against Harry Potter being an epic fantasy seem unconvincing. The series is predominantly aimed at children and teenagers, but several key epic fantasy works are likewise aimed at younger readers, including J.R.R. Tolkien’s The Hobbit (and The Lord of the Rings at least starts in a similar mode before becoming more adult), C.S. Lewis’s The Chronicles of Narnia, Ursula K. Le Guin’s Earthsea series and Christopher Paolini’s Eragon saga, whilst other series seem to be deliberately calibrated so either children or adults can enjoy them, such as David Eddings’ Belgariad (recently reissued in a YA edition) and Weis & Hickman’s Dragonlance books. Being aimed at younger readers does not disqualify a work from being an epic fantasy.

More debatable is the fact that Harry Potter ostensibly takes place in our world but with a magical hidden society. Some have argued this makes the series more akin to an urban fantasy than an epic one. This seems flawed, as urban fantasies take place in urban environments: Jim Butcher’s Dresden Files features a secret magical world existing alongside our own, but the action itself takes place in the real world (most regularly in and around Chicago). The same is true for Charlaine Harris’ Sookie Stackhouse series and other works of urban fantasy. Harry Potter, by contrast, does not take place in urban environments (a few isolated moments aside) and the majority of the story takes place in fictional locations, mostly in and around Hogwarts Castle.

Furthermore, many epic fantasies do take place in remote and fictional historical periods of our world (such as Tolkien’s Middle-earth works and Robert Jordan’s The Wheel of Time), in parallel universe versions of our history (such as Kate Elliott’s Spiritwalker Trilogy and Crown of Stars series) and feature characters crossing over from our world to a fantastical one (such as Narnia, Guy Gavriel Kay’s Fionavar Tapestry and Stephen Donaldson’s Chronicles of Thomas Covenant, the Unbeliever). It’s actually less common to encounter epic fantasy worlds with absolutely zero connections to our one.

The level of worldbuilding that Rowling has done for the series also exceeds that of many epic fantasies, with vast numbers of characters, timelines, backstories, magical rules, terms and bloodlines created and detailed.

Answer: Harry Potter fulfils most of the requirements for being an epic fantasy, and the arguments used to counter its place in the genre would also eliminate many works considered to be inarguably core to the genre. As such Harry Potter can be counted as part of the epic fantasy subgenre, as well as being a YA fantasy.



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