Forced labour was central to the provision of public infrastructure in African colonies. Whereas current historiography focuses on the role of external drivers, such as humanitarian organizations or the Forced Labour Convention of 1930, in triggering change, no attention has been paid to the local initiatives that contributed to the end of forced labour. This article explores the transition to paid voluntary labour in the context of road building and maintenance in the Northern Territories of the Gold Coast, a region where incentives to resort to compulsion were very high due to the lack of alternative sources of revenue to finance public works. The article shows that movements away from forced labour were shaped by local conditions, and rural populations played a crucial part in the shifts in labour relations.

What is the historical role of punishment in the management of labour? This is the central question of this Special Issue of the International Review of Social History (IRSH), “Punishing Workers, Managing Labour”. Through a close reading of the diverse range of articles included in this Special Issue and by addressing the relatively extensive but highly fragmented scholarship on the subject, this introduction argues that the key to labour management lay in the interplay of differentiated forms of punishment with distinct labour relations, rather than in the imposition of one punitive regime onto an undifferentiated workforce. In other words, the effective management of labour required the systematic differentiation of the workforce; to that end, the imposition of diversified forms of punishment did not merely reflect existing labour distinctions, but also contributed to creating them. This point leads us to address broader methodological and theoretical issues about how we can analyse such complex interactions: how we can compare the role of punishment in the management of labour across space and time, and how our findings can be used to explain short- and long-term historical changes.

In the 1910s, guild socialism emerged as a response to the particular social and political problems of Britain and as a radical rebel against the established English socialist movement. From the beginning, guild socialism was characterized by its “Englishness”, and its global influences have largely been neglected. Through the case of Zhang Dongsun, a leading Chinese guild socialist, this article provides a transnational and comparative dimension of guild socialism and examines how its ideas were accepted, reinterpreted, and localized in a non-Western context. While English guildsmen propagated a strong anti-capitalist ideology and highlighted industrial democracy, mass self-government, and direct action, their Chinese comrades were advocating, at least temporarily, domination of the bourgeoisie and seeking to temper the radical social ethos motivated by the October Revolution. Guild socialism in China was deprived of its rebellious and militant elements and transformed into a moderate, wait-and-see theory that could, in Zhang's opinion, strike a perfect balance between elitism and mass democracy. Zhang's elitist interpretation of guild socialism showed his agency and ambition in pursuit of political modernity for China, but ironically it was his active reinterpretation that sealed the fate of Chinese guild socialism.

This article traces corporal and collective punishment in relation to the labour control of slaves and other dependent persons during the Ur III period (c.2100–2000 BCE). Slaves and other dependent persons often worked in related contexts with some overlap in treatment. Persons of different statuses could be detained and forced to work. Persons of various statuses also received rations and other benefits, but the evidence suggests that the most extreme forms of corporal punishment were reserved for slaves. This article, however, contextualizes these threats of mutilation and the death penalty, demonstrating that such punishments should be considered the exception and not the norm.

“Direct action” emerged as a central concept in labour-movement politics in the late nineteenth and early twentieth centuries. This article traces and explains that process of invention. In doing so, it seeks to settle three currently unresolved historical problems: the problem of the meaning of direct action; the problem of its relative novelty; and the problem of its relationship to nation. The article draws upon pamphlets and newspapers published on four continents in English, French, Spanish, and German. It argues that the concept of direct action was used in several analytically distinguishable ways: categorical; performative; and strategic. While aspects of direct action were evident in many nations over several decades, French activists played a decisive and catalytic role in the development of the concept. They welded the categorical, performative, and strategic together. They assembled key performances into an agreed repertoire. And they underlined the revolutionary significance of this combination. This new assemblage was then widely taken up across the global labour movement.

Histories of Third Worldism have received renewed attention from historians in the past decade. Much of the resulting scholarship has focused on the international to the exclusion of the national. This article addresses this relative neglect by focusing on a particular iteration of Third World nation-state-building: co-operative socialism in Forbes Burnham's Guyana. Refuting the argument that co-operative socialism was imitative and implemented for reasons of political expediency only, the article contends that Burnham's doctrine should be regarded as a meaningful attempt at remaking Guyana's society and economy through its core principles of self-sufficiency, self-reliance, and self-discipline. These principles gave rise to a specific conception of citizenship in 1970s Guyana, where the People's National Congress (PNC) sought to link political belonging and participation with a moral ethic premised on the notion of hard work in service of the nation. The article examines how this collectivist understanding of citizenship gave rise to a particular set of struggles at the turn of the 1980s, as the co-operative republic began to collapse. What emerged from these struggles was an alternate but parallel imagining of citizenship espoused by the Working People's Alliance (WPA), which rejected the PNC's vanguardism in favour of empowering the Guyanese people through the creation of non-hierarchical systems of collective authority. The article concludes by arguing that the failure of the WPA's attempt to overthrow the PNC through popular revolt signified the ends of decolonization and Third Worldism in the Caribbean, and the beginnings of new struggles against new forms of coloniality in the guise of the emerging neoliberal and good governance agendas.

This paper investigates two New Kingdom Egyptian texts pertaining to labour regulation: the Karnak Decree of Horemheb and the Nauri Decree of Seti I. They focus on combating the unauthorized diverting of manpower and represent the oldest Egyptian texts (fourteenth–thirteenth century BCE) explicitly concerned with the legal dimension of managing the workforce. After a brief historical overview, the paper outlines each text's key content and stylistic features. It shows that while some of these are likely native to Egypt, others may have been imported from Mesopotamia. More specifically, it appears that the sentence structure is native Egyptian, but the sanctions deployed are likely of foreign origin, aligning more closely to the contemporary punitive tradition of Mesopotamia. This is probably no coincidence, given the close contact between Egypt and the broader Near East at that time. This uptake of foreign ideas may have achieved more efficient labour regulation by enforcing stricter rules for non-compliance while simultaneously maintaining a veneer of Egyptian authenticity in line with official state ideology.

Ventilation emerged as an efficient technique to reduce the health impact of dust and gas in workspaces around 1900. However, this technical solution to a major sanitary problem collided with the human factor. When, in 1894, French law imposed shop-floor clearance during lunch to facilitate aeration, workers resisted the injunction as a disturbance of their daily eating routine. Authorities relied on labour inspectors to find solutions to contentious situations. The 1901 union-led strike in the high-fashion district in Paris propelled the issue to national attention. Striking women demanded the strict enforcement of the aeration rule. The executive obliged, but the newfound zeal subsequently rekindled antagonism towards the regulation. Reversing their claim, women workers launched a community-based petitioning campaign to return to pre-strike tolerance. Rumours of another walk-out by seamstresses, triggered by the enforcement of the regulation in 1902, precipitated a governmental volte-face. Authorities apprehended the power of the street and the threat of public disorder. Government yielded to the women's influence. A more relaxed version of the decree – it did not automatically require the evacuation of workspaces – appeared on 29 November 1904. It had taken ten years, and a zigzagging trajectory, to overcome the unanticipated consequences of purposive legislative action. The new rules proved to be very solid: they remained in place until Covid-19 pushed the government to temporarily authorize eating at one's workplace to prevent the spread of the virus in canteens and restaurants.

Histories of feminism in the past three decades have focused on the debate between equal rights and separate spheres, but have been less attentive to the many strands of socialist feminisms, which sought to build bridges between the women's movement and other social movements for freedom, equality and justice. Dorothy Sue Cobble addresses this gap, exploring the lives and works of social democratic women activists in relation to the equal rights versus separate rights debate. Reflecting the “global turn”, Cobble explores many transnational connections. Picking up on these two themes – socialist feminism and global networks – I focus on the South Asian case.

This article seeks to enhance our understanding of the nature of socialist internationalism, in particular by considering the place of the nation in its functioning and essence. For this purpose, the concept of inter-nationalism is used to study the particular case of the Partido Socialista Obrero Español (PSOE) during Spain's Second Republic. In the first section, we focus on the meeting of the executive of the International Federation of Trade Unions (IFTU) in Madrid in 1931, and the subsequent May Day celebrations in the city. In the second, we analyse the use of internationalism by the PSOE in the debates on the decentralization of the Republican state. This article will argue that the PSOE made use of internationalist events to further the internal and external consolidation of the Republic, and its own position in government. Furthermore, internationalism served to uphold the unity and unique qualities of Spanish politics and culture. These considerations enable us to point to both the political and cultural dimensions of the PSOE's identification with Spanish nationalism, and to assert both the nation's importance in socialist internationalism and its role in socialist political culture during the interwar period.

In the early twentieth century, the Bata company became one of the largest shoe manufacturers in the world, and an emblematic icon of family capitalism. This paper presents an overview of the social welfare system developed by the firm, first in its hometown of Zlín (Moravia) and then in more than thirty company towns founded in Czechoslovakia, Europe, and other continents from the 1920s to the 1950s. It shows how the initial model provided by the city of Zlín took different forms after being exported to other settlements, and aims to identify the causes of this divergence. Following a transnational perspective, this research contributes to a better understanding of how policies, models, and practices transferred around the world by multinational companies can be reshaped according to national and local contexts.

The processes of control and collection are prominent themes throughout pharaonic history. However, the extent that the central regime attempted to administer agricultural fields to collect revenues directly from the farmer who actually worked the land is unclear during the pharaonic period (c.2686–1069). Relations between those involved in agricultural cultivation and local headships of extended families and wider kinship groups were deeply embedded within a broad range of interpersonal discourses, behaviours, and practices. Village headmen and officials at all levels of an impersonalized “state” hierarchy were themselves landholders who drew income from the land and were held responsible for collecting revenues from their fields. It is therefore necessary to define, with a focus on the imperatives of a subsistence economy, who was working the land and what the relationship was between them, the headmen, and those from within outside power structures (in the context of direct intervention against specific groups of the population). To address these points, I will focus on revenue extraction as a “state” process, how it was connected to the role of punishment, and its impact on local hierarchies (the targets of revenue extraction).

This article explores the influence of worker resistance to Taylorism on industrial relations in Sweden. By analysing archival material from workers at the Separator Corporate Group, the Metal Workers’ Union, and the Swedish Trade Union Confederation, this article highlights the interplay between shop floor activism, discussions within trade unions, and central labour market relations. It demonstrates how rank-and-file activism compelled union leadership and the central labour market organizations to adopt a series of agreements in the 1940s aimed at addressing worker resistance to Taylorism.

Despite worker discontent, scientific management spread during the 1930s and 1940s. This eventually contributed to the Metal Strike of 1945, which had significant impact on labour–capital relations. According to the metal workers, scientific management, particularly time-motion studies, reduced their bargaining power by concealing labour processes and methods for wage determination, thereby allowing management a monopoly on knowledge.

Following the strike, negotiations between the Trade Union Confederation and the Swedish Employers’ Association resulted in the 1948 Work Studies Agreement. This agreement provided a platform for resolving conflicts and encouraging workers’ support of rationalization via the Work Studies Council. Worker resistance consequently drove Swedish labour market centralization, inadvertently promoting closer labour–capital cooperation.

This article argues, among other things, that although worker resistance failed to upend scientific management, it resulted in it being regulated within a corporatist framework. This highlights the important historical role local trade union activism has played in shaping labour market institutions and the broader political economy.

In the past few decades, caregivers, such as nursing assistants and home health aides, have come to compose the fastest-growing segment of the paid workforce in the United States. At the same time, corporate caretakers of workers’ savings, such as pension funds and mutual funds, have become the nation's largest investors, bound by fiduciary duties of trust. And unprecedented numbers of elder employees and retirees have become the biggest supposed beneficiaries of both care labor and trust capital, depending on health workers and asset managers in their daily lives. At the center of this emerging structure of work, wealth, and welfare lies the pension system, a telling crucible of class relations in our time. Several recent books across different disciplines examine the shifting politics of pensions in the United States and around the world. The spate of new studies presents an opportunity to explore the remarkable role of retirement funds in reorganizing labor and finance over the past fifty years. Rather than offering a historiographical critique of current work, this expository essay surveys the main findings of a larger and longer body of scholarship on organized labor and investment related to pensions. Though focused on the United States, it places the American story in a comparative context. The survey points to a fertile field for further study: as retirees have increasingly relied on professional asset managers and caregivers, the finance and health sectors have undergone converging crises over fiduciary duty and elder care, posing parallel challenges for organized labor.

Campaigns on behalf of Russian political prisoners stretch from the revolutionary “nihilists” of the 1880s to the dissidents of the 1970s. While the efforts of political émigrés and their Western sympathizers – to promote awareness, raise funds, and pressure governments – met with decidedly mixed success, there were several watershed moments. This article examines how one such breakthrough, the compilation and publication of Letters from Russian Prisons in 1925, resulted in the formation of the International Committee for Political Prisoners (ICPP) as the first ever transnational amnesty NGO. Along with 300 pages of harrowing accounts of Soviet prisons, camps, and exile, the book featured endorsements by “Twenty-Two Well-Known European and American Authors”. The disputatious process of this volume's compilation and the controversy greeting its issuance show the challenges of extending civil liberties advocacy to include criticism of the Soviet Union among left and liberal figures in the interwar period. In establishing a new field of endeavor – universalist transnational activism to aid political detainees – the ICPP navigated a complex network of relationships among a diverse array of political and intellectual figures.

This article deals with a paradox. Evidence for the punishment of workers during the early Middle Ages is richer in the earlier period (sixth and seventh centuries), when rural workers are generally thought to have been the least oppressed; by contrast, direct discussion of the subject largely drops out of the record in the Carolingian era (eighth to tenth centuries), despite clear evidence for renewed intensification of economic exploitation by both lay and religious lordships over the same period. Whereas the punishment of slaves had once provided a richly productive metaphor for thinking through issues of moral authority and legitimate leadership, Carolingian moralists and commentators no longer took the punishment of workers as a meaningful model for other, more morally or religiously motivated practices of punishment. Despite interest in punishment in other, non-exploitative contexts, lords’ practices of punishment of their workers were no longer taken as productive of meaning, whether positive or negative. The relationship of lords with their lowest-ranking dependents no longer defined or illustrated their power in the way that it had for the earlier Roman and late antique paterfamilias. One reason for this was the increasing tension perceived between profit-seeking and the correct, justified exercise of punishment: the two were kept at arms’ length by Carolingian writers to a surprising extent.

On 15 September 1970, over 400,000 workers struck General Motors (GM), the biggest corporation in the world. It was a massive walkout, lasting sixty-seven days and affecting 145 GM plants in the US and Canada. GM lost more than $1 billion in profits, and the impact on the US economy was considerable. Despite the strike's size, it has been understudied. Fifty years later, this article provides a re-assessment of this landmark dispute, the first to use detailed archival records of the strike. Refuting claims that the strike lacked drama, I argue that this was a multifaceted – and compelling – story. Primary sources show that workers and union leaders were heavily invested in the battle, which reflected deep-seated local, national, and global issues. The United Automobile Workers (UAW) mobilized significant levels of national and international support, and won a range of concessions, including substantial wage and benefit increases and the ability for workers to retire after thirty years’ service. The strike was deeply infused by local issues and should not just be viewed through the lens of the national GM–UAW relationship. In a broader context, the strike is also important because it occurred at a time of rising global labour militancy, which scholars are increasingly recognizing. Its story contributes to a growing body of literature on the 1970s, a decade that witnessed important activism in many areas.