D2.His.4.9-12: Complex and Interacting Factors Behind Perspectives on Indian Removal and the Philippines
In plain English: D2.His.4.9-12 is the C3 Framework history indicator for grades 9-12 that asks students to analyze complex and interacting factors that influenced the perspectives of people during different historical eras. Students trace how law, land, belief, information, party and ideas about race reinforced or pulled against one another in debates over Indian removal in the 1830s and the Philippines around 1900.
Analyze complex and interacting factors that influenced the perspectives of people during different historical eras.
C3 Framework for Social Studies (NCSS) · Dimension 2: Applying Disciplinary Concepts and Tools · Discipline: History · Perspectives · Official standard
D2.His.4.9-12 raises the bar from "name the factors" to "show how the factors interact." People's perspectives are rarely the product of one cause. A President's view of a policy can be shaped at once by constitutional beliefs, the demands of voters, ideas about other peoples and the information he chooses to trust, and these factors can strengthen, weaken or reshape one another. This lesson gives students four ways factors interact (reinforcing, competing, split and filtering) and applies them to two eras.
In the first era, students read President Andrew Jackson's 1830 defense of Indian removal and the Cherokee Nation's 1834 memorial to Congress, with background from the State Department's Office of the Historian. In the second, they read President William McKinley's 1899 account of how the Philippines "came to the United States," Emilio Aguinaldo's 1899 account of American promises, and Senator George Frisbie Hoar's 1903 explanation of why he broke with his own party. The lesson explains perspectives; it does not ask students to rank them. The sources record the forced removal of the Cherokee and a brutal war, and the page states those facts plainly.
Learning Objectives
By the end of this lesson, students will be able to:
Identify several factors behind a historical perspective and explain how they interact, using the terms reinforcing, competing, split and filtering
Analyze how law, land, beliefs about "civilization," information and party loyalty interacted in the debate over Indian removal in the 1830s
Analyze how commerce, strategy, ideas about race and self-government, information and party interacted in the debate over the Philippines around 1900
Compare the interactions in two eras and explain one pattern that recurs and one that differs
Revise a single-cause explanation into an analysis of interacting factors
"Think of a decision you made that had more than one reason behind it (choosing a class, a team, a job). Did your reasons all point the same way, or did some pull against each other? Did one reason change how you saw the others?"
Collect two or three examples and sketch them as arrows on the board: arrows pointing the same way, arrows pulling apart, and one arrow bending another. Tell students these are the interactions they will look for in historical perspectives today.
Direct Instruction25 minutes
Part 1: Four ways factors interact. Show Diagram 1 and the table. Stress that the labels are tools for explaining, not boxes to fill: one perspective may show several interactions at once.
Four ways factors interact (an SVHS teaching tool)
Interaction
What it means
A question to ask
Reinforcing
Two or more factors push a person the same way, so the view becomes very hard to change.
Which factors point in the same direction here?
Competing
Factors pull one person in different directions, and the person has to choose.
Where does this person admit a tension or a cost?
Split
People share a factor (a belief, a law, a goal) but it leads them to opposite conclusions.
What do these opponents agree on, and why does it divide them?
Filtering
One factor, often a belief, shapes how a person reads the information in front of them.
What does this person see, or fail to see, because of what they already believe?
Part 2: The 1830s. Read Source 1 for background, then Source 2, Jackson's annual message of December 1830, sent after Congress had passed the removal law at its previous session, and Source 3, the Cherokee memorial as printed by Charles C. Royce of the Bureau of Ethnology in 1887. Note that Source 3 has two layers: Royce's 1887 introduction and the Cherokee Nation's words of 1834. Work the first two examples.
1As the 19th century began, land-hungry Americans poured into the backcountry of the coastal South and began moving toward and into what would later become the states of Alabama and Mississippi. Since Indian tribes living there appeared to be the main obstacle to westward expansion, white settlers petitioned the federal government to remove them. Although Presidents Thomas Jefferson and James Monroe argued that the Indian tribes in the Southeast should exchange their land for lands west of the Mississippi River, they did not take steps to make this happen. Indeed, the first major transfer of land occurred only as the result of war.
[...]
2The Cherokee Nation resisted, however, challenging in court the Georgia laws that restricted their freedoms on tribal lands. In his 1831 ruling on Cherokee Nation v. the State of Georgia, Chief Justice John Marshall declared that “the Indian territory is admitted to compose a part of the United States,” and affirmed that the tribes were “domestic dependent nations” and “their relation to the United States resembles that of a ward to his guardian.” However, the following year the Supreme Court reversed itself and ruled that Indian tribes were indeed sovereign and immune from Georgia laws. President Jackson nonetheless refused to heed the Court’s decision. He obtained the signature of a Cherokee chief agreeing to relocation in the Treaty of New Echota, which Congress ratified against the protests of Daniel Webster and Henry Clay in 1835. The Cherokee signing party represented only a faction of the Cherokee, and the majority followed Principal Chief John Ross in a desperate attempt to hold onto their land. This attempt faltered in 1838, when, under the guns of federal troops and Georgia state militia, the Cherokee tribe were forced to the dry plains across the Mississippi. The best evidence indicates that between three and four thousand out of the fifteen to sixteen thousand Cherokees died en route from the brutal conditions of the “Trail of Tears.”
Office of the Historian, U.S. Department of State, Indian Treaties and the Removal Act of 1830 (Source 1: the pressure for land and the Cherokee resistance; two paragraphs, the paragraphs between left out, marked [...]) (2016). US government work (17 U.S.C. 105). Source text.
1It gives me pleasure to announce to Congress that the benevolent policy of the Government, steadily pursued for nearly thirty years, in relation to the removal of the Indians beyond the white settlements is approaching to a happy consummation. Two important tribes have accepted the provision made for their removal at the last session of Congress, and it is believed that their example will induce the remaining tribes also to seek the same obvious advantages.
2The consequences of a speedy removal will be important to the United States, to individual States, and to the Indians themselves. The pecuniary advantages which it promises to the Government are the least of its recommendations. It puts an end to all possible danger of collision between the authorities of the General and State Governments on account of the Indians. It will place a dense and civilized population in large tracts of country now occupied by a few savage hunters. By opening the whole territory between Tennessee on the north and Louisiana on the south to the settlement of the whites it will incalculably strengthen the southwestern frontier and render the adjacent States strong enough to repel future invasions without remote aid. It will relieve the whole State of Mississippi and the western part of Alabama of Indian occupancy, and enable those States to advance rapidly in population, wealth, and power. It will separate the Indians from immediate contact with settlements of whites; free them from the power of the States; enable them to pursue happiness in their own way and under their own rude institutions; will retard the progress of decay, which is lessening their numbers, and perhaps cause them gradually, under the protection of the Government and through the influence of good counsels, to cast off their savage habits and become an interesting, civilized, and Christian community. These consequences, some of them so certain and the rest so probable, make the complete execution of the plan sanctioned by Congress at their last session an object of much solicitude.
3Toward the aborigines of the country no one can indulge a more friendly feeling than myself, or would go further in attempting to reclaim them from their wandering habits and make them a happy, prosperous people. I have endeavored to impress upon them my own solemn convictions of the duties and powers of the General Government in relation to the State authorities. For the justice of the laws passed by the States within the scope of their reserved powers they are not responsible to this Government. As individuals we may entertain and express our opinions of their acts, but as a Government we have as little right to control them as we have to prescribe laws for other nations.
Andrew Jackson, in James D. Richardson's compilation, Second Annual Message to Congress, December 6, 1830 (Source 2: the first three paragraphs on Indian removal) (1830; this edition 1897). Public domain (published 1897). Source text.
1While the negotiations leading up to the conclusion of this treaty were in progress John Ross and his delegation, finding no disposition on the part of the executive authority to enter into a discussion of Cherokee affairs predicated upon any other basis than an abandonment by them of their homes and country east of the Mississippi, presented a memorial to Congress complaining of the injuries done them and praying for redress. Without affecting to pass judgment on the merits of the controversy, the writer thinks this memorial well deserving of reproduction here as evidencing the devoted and pathetic attachment with which the Cherokees clung to the land of their fathers, and, remembering the wrongs and humiliations of the past, refused to be convinced that justice, prosperity, and happiness awaited them beyond the Mississippi.
2The memorial of the Cherokee Nation respectfully showeth, that they approach your honorable bodies as the representatives of the people of the United States, intrusted by them under the Constitution with the exercise of their sovereign power, to ask for protection of the rights of your memorialists and redress of their grievances.
[...]
3The public faith of the United States, solemnly pledged to them, was duly kept in form and substance. Happy under the parental guardianship of the United States, they applied themselves assiduously and successfully to learn the lessons of civilization and peace, which, in the prosecution of a humane and Christian policy, the United States caused to be taught them. [...] They could have pointed with pleasure to the houses they had built, the improvements they had made, the fields they were cultivating; [...]
4But now each of these blessings has been made to them an instrument of the keenest torture. Cupidity has fastened its eye upon their lands and their homes, and is seeking by force and by every variety of oppression and wrong to expel them from their lands and their homes and to tear them from all that has become endeared to them. [...] In this their distress they have appealed to the judiciary of the United States, where their rights have been solemnly established. They have appealed to the Executive of the United States to protect these rights according to the obligations of treaties and the injunctions of the laws. But this appeal to the Executive has been made in vain. [...]
5The State of Georgia has assumed jurisdiction over them, has invaded their territory, has claimed the right to dispose of their lands, and has actually proceeded to dispose of them, reserving only a small portion to individuals, and even these portions are threatened and will no doubt, soon be taken from them. Thus the nation is stripped of its territory and individuals of their property without the least color of right, and in open violation of the guarantee of treaties. At the same time the Cherokees, deprived of the protection of their own government and laws, are left without the protection of any other laws, outlawed as it were and exposed to indignities, imprisonment, persecution, and even to death, though they have committed no offense whatever, save and except that of seeking to enjoy what belongs to them, and refusing to yield it up to those who have no pretense of title to it. [...]
Charles C. Royce (Bureau of Ethnology), quoting the Cherokee Nation's memorial, The Cherokee Nation of Indians: Royce's introduction and the Cherokee memorial to Congress of May 17, 1834 (Source 3: the introduction and four passages of the memorial, cuts marked [...]) (1887). Public domain (published 1887). Source text.
Part 3: Around 1900. Read Source 4 for background and Source 7, Senator Hoar's account written after the war. Work the third and fourth examples.
1The decision by U.S. policymakers to annex the Philippines was not without domestic controversy. Americans who advocated annexation evinced a variety of motivations: desire for commercial opportunities in Asia, concern that the Filipinos were incapable of self-rule, and fear that if the United States did not take control of the islands, another power (such as Germany or Japan) might do so. Meanwhile, American opposition to U.S. colonial rule of the Philippines came in many forms, ranging from those who thought it morally wrong for the United States to be engaged in colonialism, to those who feared that annexation might eventually permit the non-white Filipinos to have a role in American national government. Others were wholly unconcerned about the moral or racial implications of imperialism and sought only to oppose the policies of President William McKinley’s administration.
2After the Spanish-American War, while the American public and politicians debated the annexation question, Filipino revolutionaries under Aguinaldo seized control of most of the Philippines’ main island of Luzon and proclaimed the establishment of the independent Philippine Republic. When it became clear that U.S. forces were intent on imposing American colonial control over the islands, the early clashes between the two sides in 1899 swelled into an all-out war. Americans tended to refer to the ensuing conflict as an “insurrection” rather than acknowledge the Filipinos’ contention that they were fighting to ward off a foreign invader.
Office of the Historian, U.S. Department of State, The Philippine-American War, 1899-1902 (Source 4: the debate in the United States and the war's beginning; the second and third paragraphs) (2016). US government work (17 U.S.C. 105). Source text.
1It has been my singular ill fortune that I have been compelled to differ from the Republican Party, and from a good many of my political associates, upon many important matters.
2It has been my singular good fortune that, so far, they have all come to my way of thinking, as have the majority of the American people, in regard to every one, with perhaps one exception. That is the dealing of the American people with the people of the Philippine Islands, by the Treaty with Spain. The war that followed it crushed the Republic that the Philippine people had set up for themselves, deprived them of their independence, and established there, by American power, a Government in which the people have no part, against their will. No man, I think, will seriously question that that action was contrary to the Declaration of Independence, the fundamental principles declared in many State constitutions, the principles avowed by the founders of the Republic and by our statesmen of all parties down to a time long after the death of Lincoln.
3If the question were, whether I am myself right, or whether my friends and companions in the Republican Party be right, I should submit to their better judgment. But I feel quite confident, though of that no man can be certain, that if the judgment of the American people, even in this generation, could be taken on that question alone, I should find myself in the majority. If it be not so, the issue is between the opinion of the American people for more than a century, and the opinion that the American people has expressed for one or two Presidential terms.
4Surely I do not need to argue the question; at any rate, I will not here undertake to argue the question, that our dealing with the Philippine people is a violation of the principles to which our people adhered from 1776 to 1893. If the maintenance of slavery were inconsistent with them, it was admitted that in that particular we were violating them, or were unable from circumstances to carry them into effect. Mr. Jefferson thought so himself.
5But the accomplishment by this Republic of its purpose to subjugate the Philippine people to its will, under the claim that it, and not they, had the right to judge of their fitness for self-government, is a rejection of the old American doctrine as applicable to any race we may judge to be our inferior.
George Frisbie Hoar, Autobiography of Seventy Years, chapter "The Philippine Islands" (Source 7: the chapter's first five paragraphs) (1903). Public domain (published 1903). Source text.
Which factors point the same way in Jackson's case for removal?
Result: Jackson lists federal-state relations ("It puts an end to all possible danger of collision between the authorities of the General and State Governments"), land and growth (the Southern states will "advance rapidly in population, wealth, and power"), and security (removal "will incalculably strengthen the southwestern frontier"). Constitutional politics, settlers' demand for land and military security all point toward removal, which helps explain why Jackson presents it as obvious. The paragraph also shows a fourth factor, his view of Native peoples, discussed in the next example.
Split: "civilization" in 1830 and 1834 (Source 2, paragraph 2, and Source 3, paragraph 3)
Jackson and the Cherokee memorial both value "civilization." Why does that shared value divide them?
Result: Jackson hopes removal will lead Native peoples "to cast off their savage habits and become an interesting, civilized, and Christian community" (Source 2, paragraph 2). The memorial answers that the Cherokee already "applied themselves assiduously and successfully to learn the lessons of civilization and peace" and points to "the houses they had built, the improvements they had made, the fields they were cultivating" (Source 3, paragraph 3). For Jackson the ideal justifies removal; for the Cherokee, meeting it is the reason they should stay. The same belief, held from opposite positions, deepens the conflict.
Competing: Hoar, 1903 (Source 7, paragraphs 1 and 3)
Which factors pulled Senator Hoar in different directions?
Result: Hoar writes that he was "compelled to differ from the Republican Party, and from a good many of my political associates" (paragraph 1), and admits that if the question were only whether he or "my friends and companions in the Republican Party be right, I should submit to their better judgment" (paragraph 3). Party loyalty pulled one way and his reading of the nation's founding principles pulled the other; in his account, principle won. Party is a real factor, but not a fixed one.
Reinforcing and filtering: the case for annexation (Source 4, paragraph 1)
How did different motives combine among Americans who favored annexation?
Result: The Office of the Historian lists "desire for commercial opportunities in Asia, concern that the Filipinos were incapable of self-rule, and fear that if the United States did not take control of the islands, another power (such as Germany or Japan) might do so" (paragraph 1). Commerce and strategy reinforced each other, and the belief that Filipinos were "incapable of self-rule" acted as a filter: it made the Philippine Republic easy to dismiss as a real government.
Guided Practice15 minutes
Pairs read Sources 5 and 6, McKinley's and Aguinaldo's accounts from the same year, 1899. On an interaction map, they list at least three factors for each man and draw arrows between factors that interact, labeling each arrow with one of the four interaction types and a quotation.
1In this manner the Philippines came to the United States. The islands were ceded by the Government of Spain, which had been in undisputed possession of them for centuries. They were accepted not merely by our authorized commissioners in Paris, under the direction of the Executive, but by the constitutional and well-considered action of the representatives of the people of the United States in both Houses of Congress. I had every reason to believe, and I still believe that this transfer of sovereignty was in accordance with the wishes and the aspirations of the great mass of the Filipino people.
2From the earliest moment no opportunity was lost of assuring the people of the islands of our ardent desire for their welfare and of the intention of this Government to do everything possible to advance their interests. In my order of the 19th of May, 1898, the commander of the military expedition dispatched to the Philippines was instructed to declare that we came not to make war upon the people of that country, "nor upon any party or faction among them, but to protect them in their homes, in their employments, and in their personal and religious rights." That there should be no doubt as to the paramount authority there, on the 17th of August it was directed that "there must be no joint occupation with the insurgents"; that the United States must preserve the peace and protect persons and property within the territory occupied by their military and naval forces; that the insurgents and all others must recognize the military occupation and authority of the United States. As early as December 4, before the cession, and in anticipation of that event, the commander in Manila was urged to restore peace and tranquillity and to undertake the establishment of a beneficent government, which should afford the fullest security for life and property.
3On the 21st of December, after the treaty was signed, the commander of the forces of occupation was instructed "to announce and proclaim in the most public manner that we come, not as invaders and conquerors, but as friends to protect the natives in their homes, in their employments, and in their personal and religious rights." On the same day, while ordering General Otis to see that the peace should be preserved in Iloilo, he was admonished that: "It is most important that there should be no conflict with the insurgents." On the 1st day of January, 1899, urgent orders were reiterated that the kindly intentions of this Government should be in every possible way communicated to the insurgents.
William McKinley, in James D. Richardson's Supplement, Third Annual Message to Congress, December 5, 1899 (Source 5: three paragraphs on how the Philippines "came to the United States") (1899; this edition 1904). Public domain (published 1904). Source text.
1TO ALL CIVILIZED NATIONS AND ESPECIALLY TO THE GREAT NORTH AMERICAN REPUBLIC.
2I dedicate to you this modest work with a view to informing you respecting the international events which have occurred during the past three years and are still going on in the Philippines, in order that you may be fully acquainted with the facts and be thereby placed in a position to pronounce judgment upon the issue and be satisfied and assured of the Justice which forms the basis and is in fact the foundation of our Cause. I place the simple truth respectfully before and dedicate it to you as an act of homage and as testimony of my admiration for and recognition of the wide knowledge, the brilliant achievements and the great power of other nations, whom I salute, in the name the Philippine nation, with every effusion of my soul.
[...]
3Between 10 or 12 in the forenoon of the next day the conference was renewed and Mr. Pratt then informed me that the Admiral had sent him a telegram in reply to the wish I had expressed for an agreement in writing. He said the Admiral's reply was--That the United States would at least recognize the Independence of the Philippines under the protection of the United States Navy. The Consul added that there was no necessity for entering into a formal written agreement because the word of the Admiral and of the United States Consul were in fact equivalent to the most solemn pledge that their verbal promises and assurance would be fulfilled to the letter and were not to be classed with Spanish promises or Spanish ideas of a man's word of honour. In conclusion the Consul said, "The Government of North America, is a very honest, just, and powerful government."
Emilio Aguinaldo, True Version of the Philippine Revolution (Source 6: the dedication and the account of Aguinaldo's meeting with Consul Pratt in Singapore, April 1898) (1899). Public domain (published 1899). Source text.
Teacher check-in: ask each pair what information each man relied on and what each man's beliefs led him to expect. Push pairs past "they disagreed" to "here is the factor that made the same events look different to each of them." Remind students that Source 6 is Aguinaldo's own account of verbal promises; the page has no source from Consul Pratt or Admiral Dewey, so students should treat the reported promise as Aguinaldo's claim.
Independent Practice20 minutes
Each student writes an analytical paragraph (8-10 sentences) on this question: "Which interaction of factors best explains the gap between the U.S. government's perspective and that of the people it governed or removed, in one of the two eras?" The paragraph must name at least three factors, label at least two interactions, and quote at least three sources. The quiz uses Sources 1-7.
Closure10 minutes
Exit ticket: "Name one interaction that appears in both eras. Give one example from the 1830s and one from around 1900."
Teacher notes. (1) The removal of the Cherokee is a documented injustice: Source 1 reports that the Cherokee were "forced to the dry plains across the Mississippi" and that "between three and four thousand" died on the "Trail of Tears." State it plainly. The Office of the Historian page from which Source 4 comes adds that "The war was brutal on both sides." (2) Jackson's and others' words about Native peoples and Filipinos ("savage," "rude institutions," "incapable of self-rule") are kept exactly as evidence of the beliefs being analyzed; discuss them as such. (3) Source 7 names the Republican Party and quotes no current politics; the party labels of 1900 should not be read as statements about today's parties. (4) Source 1 simplifies some events, so correct them in discussion. In Cherokee Nation v. Georgia (1831) the Court said it could not hear the case because the Cherokee Nation was not a foreign state; in Worcester v. Georgia (1832) it held that Georgia's laws had no force in Cherokee territory, and Jackson did not act to enforce that ruling. The Treaty of New Echota was signed in December 1835 by a small group of Cherokee leaders, including Major Ridge and Elias Boudinot, without the approval of the Cherokee government. It was ratified by the U.S. Senate, not by Congress as a whole, in May 1836, with one vote more than the two-thirds needed. (5) The Office of the Historian page for Source 4 also reports "the death of over 4,200 American and over 20,000 Filipino combatants" and that "As many as 200,000 Filipino civilians died from violence, famine, and disease." Fighting began on February 4, 1899, and the Senate approved the treaty with Spain two days later. McKinley's "both Houses of Congress" refers to that Senate vote and to the House's vote for the payment to Spain. (6) Source 6 is Aguinaldo's own account, published while he was fighting the United States. Pratt and Dewey later denied that they had promised independence, and Dewey said so to a Senate committee in 1902. Present the promise as Aguinaldo's claim, not as an established fact. (7) Royce's word "pathetic" meant "moving, deserving pity" in 1887, not "weak." The memorial's own words ("parental guardianship," "lessons of civilization") are the Cherokee Nation's way of addressing Congress in the terms of its time. "Insurgents" is McKinley's word for the forces of the Philippine Republic. (8) Grading rewards analysis of interacting factors, not agreement with any side.
For the homework: Source 8 (below) gives two sample analyses to evaluate and revise.
Analysis A (an SVHS-written sample analysis)
President Jackson supported removal for one reason: white Americans wanted Cherokee land. Everything else in his message is an excuse. The Cherokee opposed removal because they did not want to move. The two sides simply wanted different things.
Analysis B (an SVHS-written sample analysis)
Jackson's support for removal rested on several factors that strengthened one another: his view that the federal government could not overrule a state's laws, the demand of settlers for land, and a belief that Native peoples should adopt white American ways. The Cherokee memorial shared that last belief in part, since it points to the farms and homes the nation had built, but drew the opposite conclusion from it. The same idea, held in different positions, pushed the two sides apart rather than together.
SVHS (sample analyses written for this page), Two Sample Analyses of Jackson and the Cherokee (Source 8: SVHS-written sample analyses) (2026). Original passage written for this page.
Differentiation Strategies
For Struggling Students
Provide an interaction map with the four arrow types pre-drawn and a word bank of factors (law, land, security, beliefs, information, party, ideas about race)
Assign Sources 2 and 5 first and model one arrow for each before pairs work alone
Pre-teach: memorial (a formal written petition), jurisdiction, cession, sovereignty, annexation, insurgent
For Advanced Students
Read the rest of Hoar's chapter and analyze how he links the Philippines to voting rights at home; label the interaction
Compare Royce's 1887 introduction with the 1834 memorial: how does a third era's perspective frame the earlier one?
Find a factor that appears in all five main sources (for example, appeals to law or treaties) and explain why it led to different conclusions each time
Assessment Guidance
What to Look For
Strong work names several factors, shows how they interact with labeled examples, quotes the sources accurately, and compares the eras. Watch for single-cause explanations ("it was all about land"), for lists of factors with no interaction, and for judgments about who was right in place of analysis.
02
Classroom Activities
3 Activities
1
Interaction Map from Quotation Cards
20 minGroups of 3
Each group gets 12 quotation cards from Sources 1-7. Groups first label each card with the factor it shows, then lay the cards on chart paper and draw arrows between cards whose factors interact. Every arrow gets one of the four labels (reinforcing, competing, split, filtering) and a one-sentence explanation.
The 12 Cards
"Two important tribes have accepted the provision made for their removal at the last session of Congress" (Source 2)
"The pecuniary advantages which it promises to the Government are the least of its recommendations." (Source 2)
"free them from the power of the States; enable them to pursue happiness in their own way" (Source 2)
"I have endeavored to impress upon them my own solemn convictions of the duties and powers of the General Government in relation to the State authorities." (Source 2)
"they approach your honorable bodies as the representatives of the people of the United States" (Source 3)
"Cupidity has fastened its eye upon their lands and their homes" (Source 3)
"white settlers petitioned the federal government to remove them" (Source 1)
"They were accepted not merely by our authorized commissioners in Paris, under the direction of the Executive, but by the constitutional and well-considered action of the representatives of the people of the United States in both Houses of Congress." (Source 5)
"we come, not as invaders and conquerors, but as friends" (Source 5)
"proclaimed the establishment of the independent Philippine Republic" (Source 4)
"I place the simple truth respectfully before and dedicate it to you" (Source 6)
"a violation of the principles to which our people adhered from 1776 to 1893" (Source 7)
Sample Arrows for the Teacher
Reinforcing: cards 3 and 4 (Jackson's view of state power and his claim that removal frees Native peoples from it support each other), and card 7 with Source 2's case for land.
Split: cards 4 and 5 (Jackson and the Cherokee both appeal to the constitutional order, and reach opposite conclusions); cards 8 and 10 (McKinley stresses lawful cession, while the Philippine Republic claimed its own authority).
Filtering: cards 9 and 10 (a self-image as "friends" makes it easier to treat a proclaimed republic as "insurgents"); card 2 (Jackson plays down the money motive, which invites the question of how he weighed it).
Competing: card 12 against party loyalty in Source 7 (Hoar's principles against his party); card 11 (Aguinaldo writes to the same nation he is fighting, appealing to its own sense of justice).
Accept other arrows with a clear explanation and an accurate reading of the card.
Gallery Check
Groups visit one other map and add one arrow they think is missing, on a sticky note, with its label.
2
Seminar: Two Eras Compared
20 minInner and outer circle
Seminar question: "Are the interactions of factors behind the U.S. government's perspective more alike or more different in the 1830s and around 1900?" The inner circle discusses for 8 minutes; the outer circle tracks evidence and interaction labels; then the circles switch.
Discussion Stems
"In both eras, the factor of ___ worked with ___ to ..."
"The eras differ because in ___ the factor of ___ ..."
"The people affected answered by appealing to ___ in both cases ..."
What to Look For (Teacher)
Speakers cite sources by number and date and label interactions.
Speakers notice that in both eras the people affected appealed to American law or principles.
Speakers distinguish the eras (for example, a domestic conflict between a state and a Native nation in the 1830s; an overseas war and a debate over colonies around 1900).
Variation: Written Seminar
Students post their first contribution on paper around the room and reply in writing to two classmates before speaking.
3
Missing Voices
15 minPairs
The sources leave out many people. Pairs choose one missing perspective (a settler in Georgia in the 1830s, a Cherokee who signed the Treaty of New Echota, a Filipino who welcomed American rule, or an American soldier in the Philippines) and build a hypothesis map: the factors that might have shaped that person's view, each tied to a fact in Sources 1-7, and the questions that a real source would have to answer.
Rules
Pairs may not invent quotations or facts. Every factor on the map must point to a sentence in a source, and every guess must be written as a question.
What to Look For (Teacher)
At least three factors, each tied to a source
At least one predicted interaction, labeled
Two questions and the kind of source that could answer them (letters, court records, newspapers, diaries)
Share-Out
Two pairs read their maps aloud. The class asks: Which of these factors also appear in the perspectives we did read?
03
Diagrams & Visual Aids
2 diagrams
Diagram 1: Four Ways Factors Interact
The four interaction types are an SVHS teaching tool for explaining how factors combine. One perspective can show several of them at once.
Diagram 2: The Two Eras in This Lesson
Drawn to scale from 1825 to 1905. The 1832 ruling and the 1838 forced removal come from Source 1; the other dates are those of Sources 2, 3, 5, 6 and 7. About seventy years separate the two eras (1899 - 1830 = 69).
04
Homework Assignment
~30 min
D2.His.4.9-12 Homework: From Single Causes to Interacting Factors
Directions: Use Source 8 (printed in the Closure phase) for Problems 1-3 and Sources 1-7 for Problems 4-6. Name each interaction you describe (reinforcing, competing, split or filtering) and give the source and paragraph number for every quotation.
Part 1: Evaluating Two Analyses (Problems 1-3)
Analysis A says Jackson supported removal "for one reason." Use two quotations from Source 2 to show that the message gives more than one reason, and explain what Analysis A misses.
Analysis A says the Cherokee opposed removal "because they did not want to move." Rewrite that sentence so it names at least two factors from Source 3 and shows how they interact.
Analysis B claims that a shared belief "pushed the two sides apart rather than together." Test the claim against Sources 2 and 3: is it supported? Quote one line from each source.
Part 2: Your Own Analysis (Problems 4-6)
Build an interaction map for Aguinaldo (Source 6) with at least three factors and two labeled arrows. Explain one arrow in two or three sentences.
Source 1 reports that "between three and four thousand out of the fifteen to sixteen thousand Cherokees died en route." Compute the lowest and highest share of the Cherokee population this range allows, to the nearest percent, and explain why historians give a range rather than one number.
Write an analytical paragraph of 8-10 sentences answering: "How did the interaction of factors behind the U.S. government's perspective differ between the 1830s and around 1900?" Use at least four sources, two from each era.
Rubric
Criterion
Full Credit (3 pts)
Partial Credit (2 pts)
Minimal Credit (1 pt)
Factors
Names several relevant factors for each perspective, accurately
Names factors for some perspectives only
Names one factor, or facts in place of factors
Interaction
Explains how factors interact, with correct labels and clear reasoning
Labels interactions without explaining them
Lists factors with no interaction
Evidence
Accurate quotations with source and paragraph numbers
Accurate evidence with some citations missing
Loose or inaccurate evidence
Eras
Compares the eras with a pattern that recurs and one that differs
Discusses both eras without comparing them
Discusses one era
05
Quiz: 20 Questions
Interactive, with answers
Instructions
Questions 3-4 use Source 1, Questions 5-6 and 15 use Source 2, Questions 7-9 and 16 use Source 3, Question 10 uses Source 4, and Question 14 uses Source 7 (all in Direct Instruction). Questions 11-13 and 17 use Sources 5 and 6 (Guided Practice). Question 18 uses Sources 4 and 7; Questions 1-2, 19 and 20 test the interaction tool across the eras.
Multiple choice: pick an option to check it. Short answer: write your answer, then reveal the model answer.
0 of 20 answered · 0 correct
Question 1 of 20 · Multiple Choice
Which statement analyzes interacting factors rather than simply listing them?
Answer: B
B shows one factor (a belief about state power) shaping how another (the demand for land) was seen, which is an interaction. A lists factors without connecting them. C is the single-cause error that Analysis A in Source 8 makes. D is a fact, not an analysis of factors.
Question 2 of 20 · Multiple Choice
Which example best shows a "competing" interaction?
Answer: C
Competing means factors pull one person in different directions: here the governor's interest in jobs pulls against her promise to protect the river, and she has to choose. A describes reinforcing factors, B a split, and D filtering.
Question 3 of 20 · Multiple Choice
According to Source 1, paragraph 1, what did Presidents Jefferson and Monroe do about the Southeastern tribes?
Answer: A
The paragraph says that "Although Presidents Thomas Jefferson and James Monroe argued that the Indian tribes in the Southeast should exchange their land for lands west of the Mississippi River, they did not take steps to make this happen." B reverses this. C and D are not in the source.
Question 4 of 20 · Multiple Choice
According to Source 1, paragraph 2, who signed the Treaty of New Echota for the Cherokee?
Answer: B
Jackson "obtained the signature of a Cherokee chief," and "The Cherokee signing party represented only a faction of the Cherokee, and the majority followed Principal Chief John Ross" (paragraph 2). A reverses Ross's role. C confuses the treaty with the memorial in Source 3. D contradicts the source.
Question 5 of 20 · Multiple Choice
In Source 2, paragraph 1, how does Jackson present the removal policy to Congress?
Answer: D
He calls it "the benevolent policy of the Government, steadily pursued for nearly thirty years" (paragraph 1). Presenting it as long-standing and kind frames removal as continuity, not a break. A and C are not in the source. B gets the Court wrong: Source 1 says the Court later ruled in the Cherokees' favor and Jackson refused to heed it.
Question 6 of 20 · Multiple Choice
In Source 2, paragraph 3, what does Jackson say about the federal government's power over state laws affecting the tribes?
Answer: B
Jackson says that "as a Government we have as little right to control them as we have to prescribe laws for other nations" (paragraph 3). His belief about state power reinforces the other reasons in paragraph 2. A, C and D contradict or go beyond his words.
Question 7 of 20 · Multiple Choice
In Source 3, paragraph 1, Royce says he reprints the memorial "Without affecting to pass judgment on the merits," yet he describes the Cherokees' "devoted and pathetic attachment" to their land. What does this suggest about Royce's 1887 perspective?
Answer: C
Royce, writing for the Bureau of Ethnology, disclaims judgment but chooses the memorial as "well deserving of reproduction" and uses sympathetic words. His role as a government scholar (neutrality) and his view of the record (sympathy) interact. A, B and D are not supported by the paragraph.
Question 8 of 20 · Multiple Choice
According to Source 3, paragraph 4, to which two branches of the U.S. government had the Cherokee appealed, and with what result?
Answer: B
They "appealed to the judiciary of the United States, where their rights have been solemnly established," and to "the Executive," but "this appeal to the Executive has been made in vain" (paragraph 4). The memorial itself is the appeal to Congress. A, C and D contradict the paragraph.
Question 9 of 20 · Multiple Choice
According to Source 3, paragraph 5, what had the State of Georgia done?
Answer: A
The memorial says Georgia "has assumed jurisdiction over them, has invaded their territory, has claimed the right to dispose of their lands, and has actually proceeded to dispose of them" (paragraph 5). B, C and D contradict the source.
Question 10 of 20 · Multiple Choice
Source 4, paragraph 2, says Americans tended to call the conflict an "insurrection." What does this word choice reveal?
Answer: B
An insurrection is a rising against lawful authority. The source contrasts it with "the Filipinos' contention that they were fighting to ward off a foreign invader" (paragraph 2). The name each side used reflects its belief about who held legitimate power. A contradicts the paragraph; C and D are not its point.
Question 11 of 20 · Multiple Choice
In Source 5, paragraph 1, what does McKinley say he believed about the wishes of the Filipino people?
Answer: C
"I had every reason to believe, and I still believe that this transfer of sovereignty was in accordance with the wishes and the aspirations of the great mass of the Filipino people" (paragraph 1). Compared with Source 4, which reports a proclaimed Philippine Republic, this shows a belief filtering information. B invents a vote. A and D are not in the source.
Question 12 of 20 · Multiple Choice
In Source 5, paragraph 2, what instruction of August 17, 1898, does McKinley quote?
Answer: A
McKinley quotes the order "that 'there must be no joint occupation with the insurgents'" (paragraph 2). B, C and D contradict it. The instruction shows U.S. authority taking priority over the stated "desire for their welfare" in the same paragraph.
Question 13 of 20 · Multiple Choice
In Source 6, paragraph 3, what does Aguinaldo say Consul Pratt reported as Admiral Dewey's reply?
Answer: B
Aguinaldo reports the reply "That the United States would at least recognize the Independence of the Philippines under the protection of the United States Navy," and that Pratt said no written agreement was needed (paragraph 3). This is Aguinaldo's account; the page has no source from Pratt or Dewey. A, C and D are not in the passage.
Question 14 of 20 · Multiple Choice
In Source 7, paragraph 2, what does Hoar say the war in the Philippines did?
Answer: A
Hoar writes that the war "crushed the Republic that the Philippine people had set up for themselves" and that this was "contrary to the Declaration of Independence" (paragraph 2). B and D contradict him. C contradicts paragraph 1, where he says he had "to differ from the Republican Party."
Question 15 of 20 · Short Answer
Using paragraphs 1 and 3 of Source 2 (not paragraph 2), name two factors behind Jackson's perspective and explain how they reinforce each other.
Model answer: Role and continuity: Jackson presents removal as "the benevolent policy of the Government, steadily pursued for nearly thirty years" (paragraph 1), so as President he is carrying out an inherited policy. Belief about state power: "as a Government we have as little right to control them as we have to prescribe laws for other nations" (paragraph 3). Together they make removal look both traditional and the only lawful choice, since if the federal government cannot stop the states, moving the tribes beyond the states appears to be the only remedy left. Rubric: full credit for two factors from the right paragraphs, each with a quotation, and an explanation of how they reinforce; partial credit for factors without the interaction.
Question 16 of 20 · Short Answer
Jackson (Source 2) and the Cherokee memorial (Source 3) both appeal to law and government. Explain this "split": how does the same appeal lead to opposite conclusions?
Model answer: Jackson says the federal government cannot control state laws (Source 2, paragraph 3), so Georgia's laws stand and removal is the remedy. The memorial says the Cherokee hold rights "solemnly established" by the judiciary and protected by "the obligations of treaties" (Source 3, paragraph 4), and that Georgia acted "in open violation of the guarantee of treaties" (paragraph 5). Both appeal to the constitutional order, but Jackson stresses state sovereignty and the Cherokee stress federal treaties and courts, so the shared appeal deepens the conflict. Rubric: full credit for both sides' legal appeals with evidence and a clear explanation of the split; partial credit for one side.
Question 17 of 20 · Short Answer
McKinley (Source 5) and Aguinaldo (Source 6) wrote about the same events in the same year. Explain how information and belief interact differently for each man.
Model answer: McKinley believed the transfer matched "the wishes and the aspirations of the great mass of the Filipino people" (Source 5, paragraph 1); that belief filters the information that a Philippine Republic had been proclaimed (Source 4, paragraph 2), so he treats its forces as "insurgents." Aguinaldo trusted reported verbal promises that the United States "would at least recognize the Independence of the Philippines" (Source 6, paragraph 3); his belief in that pledge shaped how he read American actions afterward. Each man's beliefs decided which information counted. Rubric: full credit for both men, with evidence and a labeled interaction; partial credit for one man or no interaction.
Question 18 of 20 · Short Answer
Source 4, paragraph 1, says American opponents of annexation acted from very different factors. Explain how such different factors could produce the same position, and use Hoar (Source 7, paragraph 5) as one example.
Model answer: Source 4 lists opponents "who thought it morally wrong for the United States to be engaged in colonialism," others who "feared that annexation might eventually permit the non-white Filipinos to have a role in American national government," and others who "sought only to oppose the policies of President William McKinley's administration" (paragraph 1). Moral principle, racial fear and party opposition all led to the same vote. Hoar is an example of the first: he objects to the claim that the United States "and not they, had the right to judge of their fitness for self-government" (Source 7, paragraph 5). Shared positions can hide very different, even conflicting, factors. Rubric: full credit for at least two kinds of opponents from Source 4 and Hoar, with an explanation; partial credit for listing without explanation.
Question 19 of 20 · Short Answer
Name one interaction type that appears in both eras, and give an example from the 1830s and one from around 1900.
Model answer: Split. In the 1830s Jackson and the Cherokee both appealed to law and government but drew opposite conclusions (Source 2, paragraph 3; Source 3, paragraph 4). Around 1900 McKinley stressed that the islands were accepted through "the constitutional and well-considered action" of Congress (Source 5, paragraph 1), while Hoar argued that the same policy violated "the Declaration of Independence" (Source 7, paragraph 2): both appealed to American law and founding principles and divided over them. Rubric: full credit for one correctly named interaction with an accurate example from each era; partial credit for one era.
Question 20 of 20 · Short Answer
Choose a perspective the sources leave out (for example, a Georgia settler in the 1830s or an American soldier in the Philippines). Write two questions that would help you analyze the interacting factors behind it, and name a kind of source that could answer each.
Model answer: Georgia settler: (1) "How did the chance to gain Cherokee land interact with the settler's view of state and federal power?" Source: letters to state officials or Georgia newspapers. (2) "Did religious or moral ideas about the Cherokee push for or against removal in the settler's community?" Source: church records or sermons. Rubric: full credit for two open questions that each name at least two factors and how they might interact, with a plausible source; partial credit for questions about one factor.
0 of 20 answered · 0 correct
06
Frequently Asked Questions
10 Questions
What does D2.His.4.9-12 mean?
D2.His.4.9-12 asks high school students to analyze complex and interacting factors that influenced people's perspectives in different historical eras. It is a C3 Framework history indicator in the cluster "Perspectives." The key word is "interacting": students explain how factors strengthen, weaken or reshape one another, not just list them.
How is D2.His.4.9-12 different from D2.His.4.6-8?
In grades 6-8 students identify multiple factors behind a perspective. In grades 9-12 they analyze how those factors interact, for example how a belief can make a person read evidence differently, or how party loyalty and principle can pull one person in two directions.
What are the four interaction types used in this lesson?
Reinforcing (factors push the same way), competing (factors pull one person apart), split (a shared factor leads people to opposite conclusions) and filtering (a belief shapes what information a person sees). The labels are an SVHS teaching tool, not official C3 wording.
Why pair Indian removal with the Philippines?
The two debates are about seventy years apart, and both turned on how the U.S. government treated peoples it claimed authority over. In both, the people affected appealed to American law and principles. Comparing them lets students see which interactions recur and which change with the era.
Does this lesson take a side on Indian removal or the Philippine-American War?
The lesson states documented facts plainly, including the forced removal of the Cherokee and the deaths on the Trail of Tears reported by the Office of the Historian. It asks students to explain the perspectives of the time, not to rank them, and the rubrics score analysis and evidence.
How should teachers handle the language about Native peoples and Filipinos in the sources?
Keep the words exactly, because they are evidence of the beliefs being analyzed, and name them as such. Jackson's "savage hunters" and the idea that Filipinos were "incapable of self-rule" are factors students should analyze, not repeat as fact.
Why does the lesson include a source written decades later, like Royce in 1887?
Royce's introduction adds a third era's perspective: a government scholar who disclaims judgment but writes with visible sympathy. It shows students that sources about perspectives also have perspectives, a link to D2.His.6.9-12.
What is a common mistake on D2.His.4.9-12 tasks?
A common mistake is the single-cause explanation ("it was all about land"). Another is listing several factors with no account of how they interact. The homework asks students to revise a single-cause analysis into one with interacting factors.
Can this lesson be used in a world history or government course?
Yes. The interaction tool works with any set of sources that record clashing perspectives, and the Philippine case connects to the history of empire in world history courses. A government class can focus on the constitutional arguments in Sources 2, 3, 5 and 7.
How can parents support this lesson at home?
Ask your teenager to explain one interaction, such as how Senator Hoar weighed party loyalty against his principles, and to point to the words that show it. You can also discuss a family decision that had several reasons and how those reasons affected one another.
07
Related Standards
5 standards
These standards connect to D2.His.4.9-12: prerequisites to review first, parallel standards at the same level, and next steps that build on it.
Before this lesson
D2.His.4.6-8Prerequisite
Analyze multiple factors that influenced perspectives in different eras
Analyze how the perspectives of those writing history shaped the history they produced
Lesson coming soon
Standard text: National Council for the Social Studies (NCSS), The College, Career, and Civic Life (C3) Framework for Social Studies State Standards: Guidance for Enhancing the Rigor of K-12 Civics, Economics, Geography, and History (Silver Spring, MD: NCSS, 2013). NCSS was not involved in the production of this lesson and does not endorse it.