Contents of the Rating Guide
For Part III A Scaffold (open-ended) questions:
A question-specific rubric
For Part III B (DBQ) essay:
A content-specific rubric
Prescored answer papers. Score levels 5 and 1 have two papers each,
and score levels 4, 3, and 2 have three papers each. They are ordered
by score level from high to low.
Commentary explaining the specific score awarded to each paper
Five prescored practice papers
General:
• Test Specifications
• Web addresses for the test-specific conversion chart and teacher
evaluation forms
Updated information regarding the rating of this examination may be posted on the
New York State Education Department’s web site during the rating period. Visit the
site at: http://www.p12.nysed.gov/assessment/
and select the link “Scoring Information”
for any recently posted information regarding this examination. This site should be
checked before the rating process for this examination begins and several times
throughout the Regents Examination period.
Copyright 2018
The University of the State of New York
THE STATE EDUCATION DEPARTMENT
Albany, New York 12234
FOR TEACHERS ONLY
The University of the State of New York
REGENTS HIGH SCHOOL EXAMINATION
UNITED STATES HISTORY AND GOVERNMENT
Tuesday, January 23, 2018 — 9:15 a.m. to 12:15 p.m., only
RATING GUIDE FOR PART III A
AND PART III B
(DOCUMENT-BASED QUESTION)
VOLUME
2
OF
2
DBQ
Mechanics of Rating
The procedures on page 2 are to be used in rating papers for this examination. More detailed directions
for the organization of the rating process and procedures for rating the examination are included in the
Information Booklet for Scoring the Regents Examinations in Global History and Geography and
United States History and Government.
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [2] Vol. 2
UNITED STATES HISTORY AND GOVERNMENT
Rating the Essay Question
(1) Follow your school’s procedures for training raters. This process should include:
Introduction to the task—
Raters read the task
Raters identify the answers to the task
Raters discuss possible answers and summarize expectations for student responses
Introduction to the rubric and anchor papers—
Trainer leads review of specific rubric with reference to the task
Trainer reviews procedures for assigning holistic scores, i.e., by matching evidence from the response
to the rubric
Trainer leads review of each anchor paper and commentary
Practice scoring individually—
Raters score a set of five papers independently without looking at the scores and commentaries
provided
Trainer records scores and leads discussion until the raters feel confident enough to move on to
actual rating
(2) When actual rating begins, each rater should record his or her individual rating for a student’s essay on
the rating sheet provided, not directly on the student’s essay or answer sheet. The rater should not
correct the student’s work by making insertions or changes of any kind.
(3) Each essay must be rated by at least two raters; a third rater will be necessary to resolve scores that
differ by more than one point.
Rating the Scaffold (open-ended) Questions
(1) Follow a similar procedure for training raters.
(2) The scaffold questions are to be scored by one rater.
(3) The scores for each scaffold question must be recorded in the student’s examination booklet and on the
student’s answer sheet. The letter identifying the rater must also be recorded on the answer sheet.
(4) Record the total Part III A score if the space is provided on the student’s Part I answer sheet.
Schools are not permitted to rescore any of the open-ended questions (scaffold questions,
thematic essay, DBQ essay) on this exam after each question has been rated the required
number of times as specified in the rating guides, regardless of the final exam score. Schools are
required to ensure that the raw scores have been added correctly and that the resulting scale
score has been determined accurately. Teachers may not score their own students’ answer
papers.
The scoring coordinator will be responsible for organizing the movement of papers, calculating a final
score for each student’s essay, recording that score on the student’s Part I answer sheet, and determining
the student’s final examination score. The conversion chart for this examination is located at
http://www.p12.nysed.gov/assessment/
and must be used for determining the final examination score.
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [3] Vol. 2
United States History and Government
Part A Specific Rubric
Document-Based Question
January 2018
Document 1
. . . Although the United States had no shortage of unoccupied lands, expansionists [in the 1840s]
argued that the republic must continue to grow in order to survive. Echoing the political philosophy
of Thomas Jefferson, they viewed an abundance of land as the mainstay of a prosperous republic,
and warned against the concentration of political and economic power. Troubled by creeping
urbanization and a rising tide of immigrants from Germany and Ireland, expansionists viewed
Manifest Destiny as a means to obtain a new, long-term lease on the Jeffersonian ideal. Far from
weakening the republic, they argued, territorial growth would actually serve to strengthen it,
providing unlimited economic opportunities for future generations.
Expansionists were also motivated by more immediate, practical considerations. Southerners
anxious to enlarge the slave empire were among the most ardent champions of the crusade for
more territory. New slave states would enhance the South’s political power in Washington and,
equally important, serve as an outlet for its growing slave population. For American commercial
interests, expansion offered greater access to lucrative foreign markets. Washington policy-
makers, anxious to compete with Great Britain for the Asia trade, had long been convinced of the
strategic and commercial advantages of San Francisco and other ports on the Pacifi c coastline of
Mexican-owned California. The disastrous Panic of 1837, which had resulted in huge surpluses
and depressed prices for American farm products, also focused attention on the need to develop
new foreign markets. . . .
Source: Sam W. Haynes, “Manifest Destiny,” U.S.–Mexican War, 1846–1848, pbs.org
1 According to Sam W. Haynes, what were two reasons for United States expansion in the 1840s?
Score of 2 or 1:
Award 1 credit (up to a maximum of 2 credits) for each different reason for United States expansion in the
1840s according to Sam W. Haynes
Examples: expansionists argued that the republic must continue to grow to survive; an abundance of
land was viewed as the mainstay of a prosperous republic; it would help avoid the
concentration of political power; to help avoid the concentration of economic power;
expansionists believed that more land would help solve the problems of creeping
urbanization and the rising tide of Irish and German immigrants; Manifest
Destiny/expansionists saw Manifest Destiny as a means to obtain a long-term lease on the
Jeffersonian ideal/the Jeffersonian ideal would be strengthened through Manifest Destiny; to
strengthen the Jeffersonian ideal of the need for abundant land to have a prosperous republic;
additional territory would provide unlimited economic opportunities for future generations;
territorial growth would strengthen the nation; new slave states could serve as an outlet for
the growing slave population/southerners were anxious to enlarge the slave empire; new
slave states would enhance the South’s political power in Washington; need for greater
access to lucrative foreign markets/Asian markets; they wanted the strategic/commercial
advantages of San Francisco/other ports on the Pacific; Pacific Coast ports were needed to
compete with Great Britain for the Asian trade; disastrous Panic of 1837 showed need for
foreign markets; new foreign markets would help American farmers avoid huge
surpluses/depressed prices for American farm products
Note: To receive maximum credit, two different reasons for United States expansion in the 1840s must be
stated. For example, Manifest Destiny and expansionists saw Manifest Destiny as a way to get a long-
term lease on the Jeffersonian ideal, and the Jeffersonian ideal would be strengthened through Manifest
Destiny are the same reason expressed in different words. In this and similar cases, award only one
credit for this question.
Score of 0:
Incorrect response
Examples: United States had no shortage of unoccupied lands; it would weaken Manifest Destiny; end
Great Britain’s trade with Asia; it would weaken the South’s political power in Washington;
immigration was decreasing
Vague response
Examples: immediate considerations; the means; equally important; expansionists troubled
No response
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [4] Vol. 2
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [5] Vol. 2
. . . Advocates of Manifest Destiny included Oregon on their list. Sentiment in the old northwestern
states, such as Michigan, Ohio, Indiana, and Illinois, was strongly disposed toward [in favor of]
the acquisition of Oregon—perhaps all of Oregon. Political leaders in Congress from those states
were quite insistent upon expanding to the Pacifi c Northwest. They and others of like mind felt a
strong affi nity [attraction] for that region, partly because they perceived of the Oregon country as
fertile soil for the nation’s agricultural development and for future markets for the farm surpluses
of the northwestern states. Many exponents [supporters] of the Oregon crusade also shared a
common hatred or hostility toward Great Britain; they looked for opportunities to cause trouble
for the British and to acquire economic advantages over them. . . .
Source: Harold Faber, From Sea to Sea: The Growth of the United States, Farrar, Straus and Giroux, 1967 (adapted)
Document 2
2 According to Harold Faber, what was one reason for interest in the Oregon Territory?
Score of 1:
States a reason for interest in the Oregon Territory according to Harold Faber
Examples: Manifest Destiny; because the old northwestern states (Michigan/Ohio/Indiana/Illinois)
strongly favored acquiring Oregon; because political leaders in Congress from old
northwestern states were quite insistent on expanding in the Pacific Northwest; it was seen as
fertile soil for agricultural development; it was seen as future markets for farm surpluses of
the northwestern states; because many supporters shared a common hatred/hostility toward
Great Britain; supporters saw it as an opportunity to cause trouble for the British; supporters
saw it as an opportunity to acquire economic advantages over Great Britain; agricultural
development; it offered economic advantages
Score of 0:
Incorrect response
Examples: leaders in old northwestern states were strongly disposed against acquisition; to acquire
economic advantages for Britain; opportunity to help the British
Vague response
Examples: advocates; sentiment; others of like mind; there were political leaders; they did not want
trouble; hatred; it was a crusade; development
No response
Document 3
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [6] Vol. 2
. . . The expansionist spree was not to pass without a sobering aftermath. For two decades before
the Mexican War the spectre [threat] of sectional confl ict increasingly haunted the United States
as North and South drifted apart over the slavery issue; now the Treaty of Guadalupe Hidalgo
brought the American people face to face with the whole terrifying question. What should happen
to the lands acquired from Mexico? Should they be thrown open to slavery, or should Congress
ban the southern institution there? Should they be divided into slave states to bolster the waning
political strength of the South, or made into free states to increase the North’s congressional
supremacy? Four years [1846–1850] of bitter debate, four years of frayed nerves and fl aring
tempers that brought the nation close to war, were needed before those pressing queries were
temporarily answered. . . .
Source: Ray Allen Billington, Westward Expansion: A History of the American Frontier, The Macmillan Company, 1960
3 According to Ray Allen Billington, what was one effect of the Mexican-American War on the United
States?
Score of 1:
Identifies an effect the Mexican-American War had on the United States according to Ray Allen Billington
Examples: it brought the American people face to face with the question of slavery; it increased
sectional conflict; the country had to determine what to do about slavery in the lands
acquired from Mexico; a decision had to be made if the land should be open to slavery or if
slavery should be banned; it brought four years of bitter debate in Congress over the
expansion of slavery into land acquired from Mexico; increased tensions between the North
and South over the slavery issue; the United States gained land in the Treaty of Guadalupe
Hidalgo; years of bitter debate; frayed nerves from bitter debate; flaring tempers brought the
nation close to war; land was obtained/acquired from Mexico
Score of 0:
Incorrect response
Examples: ended sectional conflict; brought the North and the South together; more free states would
increase the South’s congressional supremacy; bolstered the political strength of the South
Vague response
Examples: aftermath; political strength waning; there was a specter; it was not to pass; queries were
pressing; slavery; it was temporary; tempers
No response
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [7] Vol. 2
Document 4
4 Based on this map, what were two effects of westward expansion on the United States?
Score of 2 or 1:
Award 1 credit (up to a maximum of 2 credits) for each different effect of westward expansion on the
United States as shown on this map
Examples: mining centers were established; gold or silver or copper was found; Native American Indian
reservations were established; railroads were built/railroad routes linked Chicago or St. Louis
or New Orleans with the West; cattle trails were built/cattle trails were established to move
cattle to railroads/Goodnight-Loving Trail or Western Trail or Chisholm Trail or Sedalia
Trail was established to move cattle to railroads; major Native American Indian battles were
fought/major Native American Indian battles occurred at the Fetterman massacre or at Little
Big Horn or at Bear Paw Mountain or at Skeleton Canyon or at the Sand Creek massacre or
at Wounded Knee; cities and towns grew along the railroad lines
Note: To receive maximum credit, two different effects of westward expansion on the United States must be
stated. For example, cattle trails were established to move cattle to railroads and Goodnight-Loving
Trail was established to move cattle are the same effect expressed in different words. In this and similar
cases, award only one credit for this question.
Score of 0:
Incorrect response
Examples: mining centers closed; railroad routes linked the North and South; most Native American
Indian reservations were located in Texas
Vague response
Examples: Chief Joseph had a route; there were mountains/canyons
No response
The American West, 1860–1890
Source: Mary Beth Norton et al., A People and a Nation, Houghton Mifflin and
Robert A. Divine et al., America: Past and Present, HarperCollins (adapted)
Indian
reservations, 1890
Gold
Silver
Copper
Railroad routes
Cattle trails
Mining centers
G
o
o
d
n
i
g
h
t
-
L
o
v
i
n
g
T
r
a
i
l
S
e
d
a
l
i
a
T
r
a
i
l
Major Indian battles
Bear Paw
Mountain
1877
Skeleton Canyon
(Geronimo surrenders), 1886
Sand Creek
Massacre 1864
Wounded Knee
1890
Wichita
Santa Fe
El Paso
Dodge City
San
Francisco
Los Angeles
Portland
Duluth
St. Paul
Chicago
Council Bluffs
Omaha
St. Louis
Kansas City
Abilene
Cheyenne
New Orleans
Virginia City
Promontor
y
Point
Salt Lake
City
Denver
Ogallala
Sacramento
San Antonio
Western Trail
Chisholm Trail
Tucson
Leadville
Virginia City
Helena
Seattle
Deadwood
Boise
Chief Joseph’s
Route
Little Big Horn
1876
Fetterman
Massacre
1866
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [8] Vol. 2
Document 5a
“A LESSON FOR ANTI-EXPANSIONISTS.
“Showing how Uncle Sam has been an expansionist fi rst, last, and all the time.
Source: Victor Gillam, Judge, 1899 (adapted)
As the nineteenth century neared its sunset, potent new forces were astir that fi nally prodded
America onto the global stage as a major world power. Isolationism had served the nation well
during most of its formative years, for citizens remembered the warning in Washington’s Farewell
Address against “permanent alliances” and Jefferson’s counsel in 1801 against “entangling
alliances.” But the nation was fi lling up, and conditions were changing. In 1890—a red-letter
year—the Superintendent of the Census could announce that a frontier line could no longer be
traced, although there were still large undeveloped areas. Energies that had once been funneled
into reconstruction were now being diverted to the West and to the great industrial centers of
the East. By 1898 America, with its bulging warehouses, was a major producer of steel and other
manufactured goods that were crying for overseas markets. “Expand or explode” is a fundamental
law of economic physics—and Americans would not calmly choose explosion. . . .
Source: Thomas A. Bailey, Voices of America: The Nation’s Story in Slogans, Sayings, and Songs,
The Free Press, 1976
Document 5b
5 Based on these documents, state two reasons for United States expansion overseas in the 1890s.
Score of 2 or 1:
Award 1 credit (up to a maximum of 2 credits) for each different reason for United States expansion
overseas in the 1890s
Examples: Uncle Sam has been an expansionist first, last, and all the time/the United States had been
adding territories since 1803/a precedent to add territories had been established; the United
States wanted to improve its position as a leading world power; potent new forces prodded
America onto the global stage as a major world power; isolationism no longer served the
United States as well as in the early 19th century; the nation was filling up; a frontier line
could no longer be traced in 1890; America needed overseas markets/overseas markets were
needed for steel/for other manufactured goods/America had bulging warehouses crying for
overseas markets; if America did not expand, it would/might explode
Note: To receive maximum credit, two different reasons for United States expansion overseas in the 1890s
must be stated. For example, Uncle Sam has been an expansionist first, last, and all the time and the
United States had been adding territories since 1803 are the same reason expressed in different words.
In this and similar cases, award only one credit for this question.
Score of 0:
Incorrect response
Examples: Union consisted of 34 states; a policy of isolationism followed; Texas annexed in 1861; it
was established by Washington’s Farewell Address; industrial centers located in the East; to
avoid permanent alliances; the United States had already acquired valuable colonies;
England/other countries wanted us to expand
Vague response
Examples: 19th century neared its sunset; years ended; energies diverted; citizens remembered; the
United States is friendly
No response
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [9] Vol. 2
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [10] Vol. 2
Document 6
. . . The Hawaiian group consists of eight inhabited and a few uninhabited islands lying within
the tropics at a distance from San Francisco of about two thousand miles. In the aggregate [sum
total] their area is nearly equal to that of Massachusetts. Agriculturally they have not begun to be
developed. They are situated in the most fertile part of the world, with a climate simply perfect,
and are capable of producing all the sugar and coffee which this country can consume, to say
nothing of rice and all kinds of tropical fruits. They would provide us with three excellent harbors
for commerce and coaling stations, and would control the cable communication of the Western
[Pacifi c] Ocean, besides aiding our shipping by giving the carrying trade to American vessels. . . .
Source: Arthur Curtiss James, “Advantages of Hawaiian Annexation,” The North American Review,
December 1897
6 According to Arthur Curtiss James, what was one reason to annex Hawaii in the 1890s?
Score of 1:
States a reason to annex Hawaii in the 1890s according to Arthur Curtiss James
Examples: its location in the tropics about two thousand miles from San Francisco was advantageous; it
had not been developed agriculturally; it is situated in the most fertile part of the world; the
climate is almost perfect for agriculture; capable of producing all the sugar/coffee which this
country can consume; it can produce rice/tropical fruits; could provide us with excellent
harbors for commerce/for coaling stations; it could control cable communications of the
western ocean/Pacific Ocean; it could aid our shipping by giving the carrying trade to
American vessels; location was advantageous
Score of 0:
Incorrect response
Examples: made up of eight uninhabited islands; it is two thousand miles from San Francisco; climate is
poor; it is located east of the United States; it is similar to Massachusetts
Vague response
Examples: the tropics; part of a group; it is in the aggregate; part of the world; simply perfect
No response
Document 7
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [11] Vol. 2
. . . When I [President McKinley] next realized that the Philippines had dropped into our laps I
confess I did not know what to do with them. I sought counsel from all sides—Democrats as well
as Republicans—but got little help. I thought fi rst we would take only Manila; then Luzon; then
other islands perhaps also. I walked the fl oor of the White House night after night until midnight;
and I am not ashamed to tell you, gentlemen, that I went down on my knees and prayed Almighty
God for light and guidance more than one night. And one night late it came to me this way—
I don’t know how it was, but it came: (1) That we could not give them back to Spain—that would
be cowardly and dishonorable; (2) that we could not turn them over to France and Germany—
our commercial rivals in the Orient—that would be bad business and discreditable; (3) that we
could not leave them to themselves—they were unfi t for self-government—and they would soon
have anarchy and misrule over there worse than Spain’s was; and (4) that there was nothing left for
us to do but to take them all, and to educate the Filipinos, and uplift and civilize and Christianize
them, and by God’s grace do the very best we could by them, as our fellow-men for whom Christ
also died. And then I went to bed, and went to sleep, and slept soundly, and the next morning
I sent for the chief engineer of the War Department (our map-maker), and I told him to put the
Philippines on the map of the United States (pointing to a large map on the wall of his offi ce), and
there they are, and there they will stay while I am President! . . .
Source: General James Rusling, “Interview with President William McKinley,” November 21, 1899,
published in The Christian Advocate, January 22, 1903
7 According to President William McKinley, what is one reason the United States should annex the
Philippines?
Score of 1:
States a reason the United States should annex the Philippines according to President William McKinley
Examples: to return them to Spain would be cowardly/dishonorable; to turn them over to France/
Germany would be bad business/discreditable; we could not turn them over to our
commercial rivals in the Orient; they were unfit for self-government; there would be
anarchy/misrule if we left them to themselves; to educate them; to civilize them; to
Christianize them; to prepare them for self-government
Score of 0:
Incorrect response
Examples: France and Germany support the United States; they were fit for self-government; to end war
with Spain; to take the Philippines off the map
Vague response
Examples: it would be cowardly; dishonorable; counsel was sought from all sides; nothing to do; to add
to the map
No response
Document 8
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [12] Vol. 2
The following is an excerpt from Brian Lamb’s interview of diplomat Warren Zimmermann about his book,
First Great Triumph: How Five Americans Made Their Country A World Power. Zimmermann was explaining
why the United States sent additional troops after annexing the Philippines.
. . . LAMB: Why 130,000 troops?
ZIMMERMANN: The Philippines is over 7,000 islands, so it was an enormously diffi cult
country to pacify. Once we had gotten the Spanish out, we then had to deal with the Philippine
revolutionaries, who had been revolting against Spain. They wanted to be independent, and they
thought they had guarantees from the United States that they could be independent. They were
probably wrong. I don’t think they got any guarantees, but maybe some of the American military
offi cers and diplomats around Asia were giving Emilio Aguinaldo, the Filipino leader, some
intimations and some implications that, “If you help us, we’ll help you get independence.” There
may have been some promises made.
In any case, he felt very disappointed when we cut him out of the surrender ceremony, when
the Spanish surrendered to us. They didn’t surrender to the Filipino revolutionaries. War broke
out very soon after that, in February 1899, a war between Aguinaldo and his revolutionaries
and the United States Army. The army had to be very quickly reinforced to deal with this war,
which quickly devolved into a guerrilla war, with all the atrocities that go with guerrilla wars. We
committed a lot, and the Filipinos committed a lot, as well. It was a very dirty war, and it lasted
three years before we won it.
LAMB: How many casualties did we have?
ZIMMERMANN: Nobody knows entirely. It was a lot more than we lost in Cuba, which was a
very short war. The Filipinos lost more. Probably most [of the] people who died in that war died of
disease—the estimates for that go as high as 200,000 Filipinos dead of disease during the war. . . .
Source: Interview of Warren Zimmermann by Brian Lamb, C-SPAN Booknotes,
program aired January 19, 2003 (adapted)
Score of 0:
Incorrect response
Examples: Emilio Aguinaldo was not part of the surrender ceremony; Spain did not surrender to the
Filipino revolutionaries; revolutionaries wanted to be part of the United States; a very short
war
Vague response
Examples: over 7,000 islands; American officers/diplomats; Filipinos committed a lot; betrayed;
suffered; troops
No response
8 According to Warren Zimmermann, what was one effect of the United States annexation of the
Philippines?
Score of 1:
States an effect of the United States annexation of the Philippines according to Warren Zimmermann
Examples: United States had to deal with the Philippine revolutionaries; revolutionaries wanted
independence; revolutionaries felt betrayed because they thought they had guarantees from
the United States that they would be independent; war broke out between Aguinaldo, his
revolutionaries, and the United States Army; Aguinaldo thought promises had been broken;
United States Army had to be quickly reinforced to deal with the war/additional United
States troops were sent to the Philippines; war lasted three years before the United States
won; the United States suffered more casualties than in the war against Cuba; most of the
people who died in the war died of disease; there were atrocities that go with guerilla
wars/both the United States and the Filipinos committed atrocities; an estimated 200,000
Filipinos died from disease during the war; the Philippines was a difficult country to pacify;
war broke out; casualties; people died
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [13] Vol. 2
Document 9a
. . . The [Spanish-American] war was a turning point in the history of American foreign policy. From
that time on Americans could no longer look merely inward. The United States had established
undisputed dominance of the Caribbean and had extended its infl uence to the shores of Asia.
It had become a recognized world power through its own inherent strength, and that strength
affected the international politics of all the great powers of the world. Even if it wanted to, the
United States in the new century could no longer remain aloof from the politics of the rest of the
world.
Source: Alexander DeConde, A History of American Foreign Policy, Charles Scribner’s Sons, 1963
Veracruz
(U.S. Seizure, 1914)
Guantanamo
(U.S. Naval Base)
(U.S. Troops,
1924–1925)
(Canal Option,1916)
(U.S. Troops, 1909–1910,
1912–1925, 1926–1933)
(Financial Supervision,
1911–1924)
(U.S. Acquires
Canal Zone, 1903)
(U.S. Troops,
1915–1934)
(Financial
Supervision,
1916–1941)
(U.S. Troops,
1916–1924)
(Financial
Supervision,
1905–1941)
(U.S.,1898)
MEXICO
EL SALVADOR
GUATEMALA
BRITISH
HONDURAS
HONDURAS
NICARAGUA
COSTA RICA
PANAMA
COLOMBIA
VENEZUELA
CUBA
HAITI
DOMINICAN
REPUBLIC
PUERTO
RICO
VIRGIN
ISLANDS
(U.S.,1917)
(U.S. Troops, 1898–1902,
1906–1909, 1912,
1917–1922)
Gulf of Mexico
ATLANTIC OCEAN
PACIFIC OCEAN
United States Interventions in the Caribbean
Source: Thomas G. Paterson et al., American Foreign Policy: A History, 1900 to Present,
D. C. Heath,1991 (adapted)
Document 9b
9 Based on these documents, what were two effects of the United States expansion of the 1890s?
Score of 2 or 1:
Award 1 credit (up to a maximum of 2 credits) for each different effect of the United States expansion of the
1890s
Examples: Americans could no longer look merely inward; the United States had established undisputed
dominance of the Caribbean/United States troops had intervened in most Caribbean and
Central American countries; the United States had extended its influence to the shores of
Asia; the United States became a recognized world power/United States strength affected the
international politics of all the great powers of the world/United States could no longer
remain aloof from the politics of the rest of the world; the United States established a naval
base/Guantanamo in Cuba; the United States controlled the Panama Canal; the United States
intervened in the finances of some Caribbean countries/the United States supervised the
financial affairs of Nicaragua or Haiti or the Dominican Republic; the United States seized
control of Vera Cruz in 1914; the United States annexed Puerto Rico and the Virgin Islands;
the United States had troops in many areas of the Caribbean/the United States had troops in
Cuba or in Honduras or in Nicaragua or in Haiti or in the Dominican Republic/the United
States sent troops to many areas
Note: To receive maximum credit, two different effects of the United States expansion of the 1890s must be
stated. For example, the United States had established undisputed dominance of the Caribbean and
United States troops intervened in many Caribbean countries are the same effect expressed in different
words. In this and similar cases, award only one credit for this question.
Score of 0:
Incorrect response
Examples: war was a turning point; United States could remain aloof from politics of rest of the world;
United States controlled a canal in Nicaragua; United States sent troops to Guatemala in 1924
Vague response
Examples: undisputed dominance; United States troops; inherent strength; it was a new century; it was
recognized
No response
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [14] Vol. 2
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [15] Vol. 2
United States History and Government
Content-Specific Rubric
Document-Based Question
January 2018
Historical Context: The United States expanded its territory on the North American continent in the
1840s and then expanded its territory overseas between 1890 and 1917. These
periods of expansion had positive and negative effects on the United States and
on other peoples.
Task: For territorial expansion in the 1840s and for territorial expansion between 1890 and 1917
Describe the historical circumstances surrounding each period of expansion
Discuss positive and/or negative effects of each period of United States expansion
Scoring Notes:
1. This document-based question has a minimum of six components (discussing the historical
circumstances surrounding territorial expansion in the 1840s and between 1890 and 1917 and at
least two positive and/or negative effects of each period of United States expansion).
2. The description of historical circumstances surrounding each period of expansion and the effects of
these periods of expansion on the United States may focus on long-term issues or immediate
events, e.g. discussing how the precedent of territorial expansion has led to continued involvement
with overseas commitments or describing the events leading to the Spanish-American War.
3. Information used to discuss the historical circumstances surrounding the time period may also be
used to discuss the effects of that period.
4. Any combination of positive and/or negative effects may be discussed.
5. The effects of the period of United States expansion need not be identified as positive or negative
but should be implied in the discussion.
6. The discussion of the effects of both periods of territorial expansion may include similar
information, but the details should be specific to each period of expansion, e.g. location of ports on
the West Coast in the 1840s and location of ports in the Philippines between 1890 and 1917.
7. Any document provided may be used to address either period of territorial expansion if the
information is relevant to the issue being discussed. For example, document 5a could be employed
in the discussion of both time periods.
8. The effects of expansion may be discussed from different perspectives as long as the positions
taken are supported with accurate historical facts and examples.
9. For the purposes of meeting the criteria of using at least five documents in the response, documents
5a, 5b, 9a, and 9b may be considered as separate documents if the response uses specific and
separate facts from each document.
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Score of 5:
Thoroughly develops all aspects of the task evenly and in depth by discussing the historical
circumstances surrounding territorial expansion in the 1840s and between 1890 and 1917 and
at least two positive and/or negative effects of each period of United States expansion
Is more analytical than descriptive (analyzes, evaluates, and/or creates* information), e.g., 1840s
expansion: connects the concept of Manifest Destiny and the growing support for the re-annexation
of Texas and reoccupation of Oregon in the 1844 Democratic platform to the war with Mexico that
opened up settlement to the Pacific, the compromise settlement over Oregon, and the divisive
debate over slavery in the new territories; overseas expansion between 1890 and 1917: connects
the reasons for corporate and agricultural interest in new markets, Social Darwinist attitudes,
strategic concerns in the 1890s, and the expansion of the navy to the controversy over the decision
to annex the Philippines that brought commercial opportunities but also brought responsibilities for
defense and assimilation
Incorporates relevant information from at least five documents (see Key Ideas Chart)
Incorporates substantial relevant outside information related to territorial and/or overseas
expansion during both time periods (see Outside Information Chart)
Richly supports the theme with many relevant facts, examples, and details, e.g., 1840s expansion:
1849 Gold Rush; silver mining; fur trapping; need for farmland; depletion of cotton land; American
settlement of Texas; “Fifty-four forty or fight”; division of Oregon at 49th parallel; Compromise of
1850; Native American Indian reservations; military campaigns against Plains Indians; massacres
at Sand Creek and Wounded Knee; overseas expansion between 1890 and 1917: Commodore
Dewey’s naval victory in the Philippines; Aguinaldo’s three-year war for Filipino independence;
Anti-Imperialist League; Insular Cases; “Constitution does not follow the flag”; Mahan’s The
Influence of Sea Power Upon History; “splendid little war”; Treaty of Paris of 1898; Great White
Fleet
Demonstrates a logical and clear plan of organization; includes an introduction and a conclusion
that are beyond a restatement of the theme
Score of 4:
Develops all aspects of the task but may do so somewhat unevenly by discussing one period of
expansion more thoroughly than the other period of expansion or by discussing one aspect of the
task less thoroughly than the other aspects
Is both descriptive and analytical (applies, analyzes, evaluates, and/or creates* information), e.g.,
1840s expansion: discusses reasons for Manifest Destiny and its effects on the 1844 Democratic
platform, the failed negotiations with Mexico for California, Polk’s decision to fight the Mexican-
American War, and the resulting debate over extension of slavery in the new territories; overseas
expansion between 1890 and 1917: discusses business and agricultural interests in new markets,
the expansion of the navy, and the Social Darwinist attitudes that contributed to a national debate
over the controversial annexation of the Philippines
Incorporates relevant information from at least five documents
Incorporates relevant outside information
Suppor
ts the theme with relevant facts, examples, and details
Demonstrates a logical and clear plan of organization; includes an introduction and a conclusion
that are beyond a restatement of the theme
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Score of 3:
Develops all aspects of the task with little depth or develops at least four aspects of the task with
some depth
Is more descriptive than analytical (applies, may analyze and/or evaluate information)
Incorporates some relevant information from some of the documents
Incorporates limited relevant outside information
Includes some relevant facts, examples, and details; may include some minor inaccuracies
Demonstrates a satisfactory plan of organization; includes an introduction and a conclusion that
may be a restatement of the theme
Note: If all aspects of the task have been thoroughly developed evenly and in depth for one period of
expansion and the response meets most of the other Level 5 criteria, the overall response may
be a Level 3 paper.
Score of 2:
Minimally develops all aspects of the task or develops at least three aspects of the task with some
depth
Is primarily descriptive; may include faulty, weak, or isolated application or analysis
Incorporates limited relevant information from the documents or consists primarily of relevant
information copied from the documents
Presents little or no relevant outside information
Includes few relevant facts, examples, and details; may include some inaccuracies
Demonstrates a general plan of organization; may lack focus; may contain digressions; may not
clearly identify which aspect of the task is being addressed; may lack an introduction and/or a
conclusion
Score of 1:
Minimally develops some aspects of the task
Is descriptive; may lack understanding, application, or analysis
Makes vague, unclear references to the documents or consists primarily of relevant and irrelevant
information copied from the documents
Presents no relevant outside information
Includes few relevant facts, examples, or details; may include inaccuracies
May demonstrate a weakness in organization; may lack focus; may contain digressions; may not
clearly identify which aspect of the task is being addressed; may lack an introduction and/or a
conclusion
Score of 0:
Fails to develop the task or may only refer to the theme in a general way; OR includes
no relevant
facts, examples, or details; OR includes only the historical context and/or task as copied from the test
booklet; OR includes only entire documents copied from the test booklet; OR is illegible; OR is a blank
paper
*The term create as used by Anderson/Krathwohl, et al. in their 2001 revision of Bloom’s Taxonomy of
Educational Objectives refers to the highest level of the cognitive domain. This usage of create is similar to
Bloom’s use of the term synthesis. Creating implies an insightful reorganization of information into a new
pattern or whole. While a Level 5 paper will contain analysis and/or evaluation of information, a very strong
paper may also include examples of creating information as defined by Anderson and Krathwohl.
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [18] Vol. 2
Key Ideas from Documents 1–5
Historical Circumstances Effects
Doc 1—Expansionists’ argument that continued
growth of republic was necessary for survival
Support by expansionists for Thomas Jefferson’s
political philosophy (abundance of land;
warnings against concentration of political and
economic power)
Problems of creeping urbanization
Rising tide of immigrants from Germany and
Ireland
Manifest Destiny, a way to continue Jeffersonian
ideal (territorial growth to strengthen republic;
provision of unlimited economic opportunities
for future generations)
Support of Southerners (new slave states to
enhance South’s political power in Washington;
outlet for growing slave population)
Benefits for United States commercial interests
(greater access to lucrative foreign markets;
competition with Great Britain for Asian trade;
strategic and commercial advantages of San
Francisco and other ports on Pacific coastline)
Need to develop new foreign markets (Panic of
1837; huge surpluses of farm products;
depressed prices of farm products)
Doc 2—Oregon as part of Manifest Destiny
Michigan, Ohio, Indiana, Illinois in favor of
acquisition of Oregon
Insistence of old northwest leaders to expand to
the Pacific Northwest (fertile soil; future
markets for farm surpluses of their states)
Opportunity to cause trouble for British and to
acquire economic advantage over them
Doc 3—Sectional differences between North and
South (waning political strength of the South;
congressional supremacy of the North)
Doc 5—Precedent of Louisiana Purchase,
acquisition of Florida, and annexation of Texas
Doc 1—Benefit to United States commercial
interests (competition with Great Britain for
Asian trade; strategic and commercial
advantages of San Francisco and ports on
Pacific coastline)
Greater access to new foreign markets
Doc 2—Fertile soil for nation’s agricultural
development in Oregon
Doc 3—War with Mexico
Increased sectional conflict and four years of
bitter debate over slavery in lands acquired
under Treaty of Guadalupe Hidalgo
Doc 4—Establishment of mining centers (gold;
silver; copper)
Establishment of Native American Indian
reservations in western states
Development of railroad routes linking major
cities to west (Chicago; St. Louis; New
Orleans)
Establishment of cattle trails to transport cattle to
railroads (Sedalia Trail; Chisholm Trail;
Western Trail; Goodnight-Loving Trail)
Major battles with Native American Indians
(Sand Creek massacre in 1864; Fetterman
massacre in 1866; Little Big Horn in 1876;
Bear Paw Mountain in 1877; Skeleton Canyon
in 1886; Wounded Knee in 1890)
Expansion in the 1840s
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Expansion in the 1840s
Relevant Outside Information
(This list is not all-inclusive.)
Historical Circumstances Effects
Westward movement of population since
colonial period (invitation of Mexico
to Americans to settle in Texas;
settlement of Louisiana Territory)
Opening of overland routes with
exploration to Pacific Coast (Lewis
and Clark; Pike)
Growth of nationalism and confidence
(War of 1812; Monroe Doctrine)
Increase in population of Texas and
Oregon with American settlers
Concern over foreign influence in
Western Hemisphere (British in
Northwest; Spanish, then Mexican
claims to Texas and California)
Ethnocentric attitudes (spread of
democracy; republican government;
Christianity)
Land exhaustion in older Southern
tobacco and cotton states
Emphasis on territorial expansion in 1844
Democratic platform (re-annexation of
Texas; reoccupation of Oregon)
Geographic expansion to Pacific
Treaty of 1846 (settlement of Oregon at 49th parallel)
Details about Treaty of Guadalupe-Hidalgo (Mexican
Cession)
Gadsden Purchase
Further deterioration of Mexican-American relations
Enhanced national security with removal of influence of
Great Britain and Mexico
Impact of 1849 Gold Rush
Development of natural resources as base for economic
expansion
Government commitment to build railroads and encourage
settlement of West (Homestead Act; transcontinental
railroads)
Beef becoming important national commodity
Growth of world exports (agricultural diversity;
productivity)
Opportunities for mobility of population (immigrants)
Growth of equality for women in West
Impact of geography on development of new means of
communication and transportation
Intensification of debate over slavery in new territories
(delay in Texas’ annexation; Wilmot Proviso;
emergence of Free Soil Party; election of 1848;
Compromise of 1850; California statehood; Fugitive
Slave Law; Republican Party; Kansas-Nebraska Act;
Dred Scott)
Strengthening of South’s political power with annexation
of Texas (destination for growing slave population)
Growing support for abolitionist movement (Uncle Tom’s
Cabin; John Brown; Bleeding Kansas)
Destruction of Native American Indian cultural and
economic life
Environmental degradation (overproduction of crops;
overgrazing; pollution from mining)
Expansion between 1890 and 1917
Key Ideas from Documents 5–9
Historical Circumstances Effects
Doc 5—Precedent of territorial expansion
(Louisiana; Florida; Texas; Hawaii; Cuba;
Philippines; Puerto Rico)
Foreign nations anxious to be on friendly
terms with United States (Russia; Germany;
Italy; Austria; Japan; England; France;
China)
Growth of nation from 13 states to major
world power
Isolationism no longer applicable with
changing conditions (nation filling up;
frontier line no longer traceable; large
undeveloped areas; energies diverted to
West and to great industrial centers of East)
Need for overseas markets (major producer of
steel and other manufactured goods; bulging
warehouses)
Doc 6—Location of Hawaii about two
thousand miles from San Francisco
Lack of agricultural development in Hawaiian
Islands (most fertile part of world; perfect
climate; capable of producing sugar, coffee,
rice, tropical fruits)
Location of excellent harbors in Hawaii
(providing commerce and coaling stations;
providing control of cable communication in
Pacific; giving carrying trade to American
vessels)
Doc 7—President McKinley’s reasons to
control Philippines: cowardly and
dishonorable to return Philippines to Spain;
bad business and discreditable to turn
Philippines over to France and Germany;
Filipinos unfit for self-government; need to
educate Filipinos, uplift them, civilize them,
Christianize them
Doc 5—America becoming a major world power on
global stage
Need for overseas markets for America’s steel and
other manufactured goods
Doc 6—Goods from Hawaii becoming available for
Americans (sugar; coffee; rice; tropical fruits)
Use of harbors in Hawaii for commerce and coaling
stations; control of cable communication in Pacific;
carrying trade for American vessels
Doc 7—Adding Philippines to the map of the United
States
Doc 8—Need to deal with Philippine revolutionaries
who wanted independence, had fought Spanish for
independence, and thought they would be included
in surrender ceremony
War between Aguinaldo and his Philippine
revolutionaries and the United States Army
Reinforcement of United States Army to deal with
war
Three-year guerrilla war with Filipinos (atrocities
committed by both sides)
More United States casualties than were lost in Cuba
Many deaths in war from disease (estimated 200,000
Filipinos)
Doc 9—Spanish-American War—turning point in
history of United States foreign policy
Establishment of undisputed United States dominance
of Caribbean
Extension of United States influence to shores of Asia
Recognition of United States as world power (no
longer able to remain aloof from politics of rest of
world)
Continuing intervention with troops in Caribbean
(Vera Cruz; Cuba; Honduras; Nicaragua; Panama;
Haiti; Dominican Republic)
United States financial supervision in Caribbean
(Haiti; Dominican Republic; Nicaragua)
Establishment of United States naval base at
Guantanamo, Cuba
Acquisitions by United States (Puerto Rico in 1898;
Panama Canal Zone in 1903; Virgin Islands in
1917)
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Expansion between 1890 and 1917
Relevant Outside Information
(This list is not all-inclusive.)
Historical Circumstances Effects
Continued interest in expansion (purchase of
Alaska)
Influence of missionaries and investors in
overseas territories (Hawaii; Cuba)
Duty to advance American ideals of democracy
and republican government (Josiah Strong’s
Our Country; Social Darwinism; “White Man’s
Burden”)
Competition with Europe for world power status
(Mahan’s The Influence of Sea Power Upon
History)
New challenges with resolution of domestic issues
(Reconstruction; Native American Indians)
Diversion from domestic problems (depressions;
labor violence; agrarian unrest)
Corporate profit and investment motives as result
of Industrial Revolution
Long-term strategic and economic interest in
Cuba and Guam
Details about Spanish-American War
Ratification of 1898 Treaty of Paris in 1899
Acquisition of bases to accommodate expanding
navy (Manila; Pearl Harbor)
Controversy over annexation of Hawaii
Details about divisive national debate over 1898
Treaty of Paris (Philippine annexation issue;
Anti-Imperialist League)
Improvement in roads, sanitation, public health in
newly acquired territories
Complicated legal issues involving Constitution
(Insular Cases)
Challenges of stabilizing postwar governments
Increased national responsibility (monetary and
defense commitments)
Violation of consent of the governed (Cuba;
Hawaii; Philippines)
Results of expansion of influence in Asia (Boxer
Rebellion; conflict with Japan)
Increasing responsibility for policing Western
Hemisphere (Roosevelt Corollary; Big Stick
policy; Platt Amendment)
All sample student essays in this rating guide are presented in the same cursive font while
preserving actual student work, including errors. This will ensure that the sample essays are
easier for raters to read and use as scoring aids.
Raters should continue to disregard the quality of a student’s handwriting in scoring
examination papers and focus on how well the student has accomplished the task. The content-
specific rubric should be applied holistically in determining the level of a student’s response.
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [21] Vol. 2
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [22] Vol. 2
Anchor Paper – Document-Based Essay—Level 5 – A
The US has used expansion in its history to expand its economic
and strategic interests. It has made the US friends and enemies in the
process and set us up as a world superpower. During the 1840s and
between 1890 and 1917, a key objective of the United States
government was expansion.
In the 1840s Manifest Destiny struck the United States by storm.
Thomas Jefferson long before becoming president had been interested
in the west and the United States extending across the continent. The
Louisiana Purchase in 1803 was the first step to this era of Manifest
Destiny and lead to many people believing it was their god-given
right to move and settle the west all the way to the Pacific Ocean. The
Lewis and Clark expedition and the missionaries working with Native
Americans in Oregon created interest in the Northwest which
contributed to “Oregon Fever.” Our settlement of the Oregon Territory
for its fertile land resulted in competition with our old nemisis Great
Britain which also had claims to that territory. A compromise at the
49th parallel avoided a fight with Great Britain and furthered the
Manifest Destiny sentiment (Doc 2). A continuing boom of people
moving westward happened at the end of the Mexican American War
which some say was provoked by President Polk to get land claimed by
Mexico in the west. After the US aquired the land from the Treaty of
Guadalope-Hidalgo, many Americans saw it as their opportunity to
move to territories like California and Texas. Many moved to western
territories in search of gold and silver in hopes of striking it rich or
moved to farm. In doing so, they pushed the Native Americans off
their land (Doc 4). As the frontier moved further west, many unfair
treaties forced Native Americans onto to smaller and smaller
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [23] Vol. 2
Anchor Paper – Document-Based Essay—Level 5 – A
reservations. Native Americans fought back and sometimes were
successful (Little Big Horn), but the US army was too well armed
and organized. Culturally and economically Native Americans
suffered during westward expansion. More controversy arose when
deciding if new states from territories would be admitted to the Union
as free or slave states. This became an issue almost as soon as the
Mexican American War started and the Wilmot Proviso was proposed
but rejected by southern states. The South wanted to expand their
economic interests westward and grow their political power in states
like California, while the North wanted to contain slave power wherever
it could (Doc 3). A balance of slave and free states had been important
since the addition of the Louisiana Territory required the Missouri
Compromise. After the Treaty of Guadalope Hidalgo, another
compromise would be needed to address these issues which created deep
sectionalism and conflict between the North and South and led to a
compromise settlement in 1850. However, this 1850 compromise was
controversial and eventually helped contribute to the Civil War (Doc 3).
There were also positive effects of westward expansion such as the
introduction of new technologies which made the Transcontinental
Railroad possible. It connected the West to the East and promoted
economic development and national unity. The US went through a
period of great change in the 1840s because of expansionism and
Manifest Destiny.
Much like the old Manifest Destiny of the 1840s, the new Manifest
Destiny, of 1890–1917 saw many Americans continue to view
expansion as their god-given right and responsibility. However, many
others rationalized the expansion as a matter of the US becoming
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [24] Vol. 2
Anchor Paper – Document-Based Essay—Level 5 – A
imperialistic to keep up with European powers. Since we were
expanding our navy some people in the US military, such as Mahan,
wanted the US to expand into the Pacific for ports and bases and
become an even greater world power. This push outward started with
Alaska and Hawaii and after the Spanish American War, the US
gained Guam, Puerto Rico, Cuba (though they were a protectorate),
and annexed the Philippines. For the first time, the former colony that
had fought a revolutionary war to free itself from British rule had
become a colonizer. This propelled us onto the world stage as a
dominant power and started our new age of colonization (Docs 5a + 5b).
We then acquired Hawaii as US businessmen, such as Dole, took
over the island from the natives and pushed for US annexation.
President McKinley agreed and reasoned that since the Philippines
were now ours and Hawaii was important militarily and since it has
always been important economically, we should annex it (Doc. 6).
Speaking of not respecting native peoples, it must be mentioned that
like other imperialists of the time, we dismissed the natives as
barbaric. A good example of this was in the Phillippines when
missionaries converted many natives to Christianity and the US took
control of the government to guide it because we believed they were
unfit for self-government (Doc 7). Not giving the Filipinos their
independence lead to a great resentment from the natives and even
escalated into armed conflict between the US army and the native
Filipinos (Doc. 8). This paternalistic view did not only apply to the
countries we colonized, but also to countries that we believed were
being unfittingly ruled. The US used its “Big Stick” in Latin
America many times. Through the introduction of the Roosevelt
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Anchor Paper – Document-Based Essay—Level 5 – A
Corollary, the US became involved with Caribbean countries by
providing financial and/or military aid to stabilize them (Doc 9a + 9b).
We supported a revolt in Panama and then built the Panama Canal.
Through our expansionist pursuits we gained economic and military
advantages that set us on the path to being one of the world
superpowers during the 20th century. Moving away from our
traditional non-involvement foreign policy could be complicated,
dangerous, and expensive as we found out fighting two world wars
and two wars to contain communism.
Based on the fact that expansionist movements of the 19th and
20th centuries started in part from the US competing for more power
and to ensure more economic growth, it made sense that the US would
continue to expand its influence into the 21st century. Expansion has
played an important role in US history, has taken many different
forms, and has had both positive and negative effects.
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [26] Vol. 2
Anchor Level 5-A
The response:
Thoroughly develops all aspects of the task evenly and in depth for territorial expansion in the
1840s and for territorial expansion between 1890 and 1917
Is more analytical than descriptive (1840s expansion: settlement of Oregon resulted in competition
with Great Britain; many moved westward to farm; Native Americans fought back and sometimes
were successful, but United States Army was too well armed and organized; South wanted to
expand economic interests and grow political power while North wanted to contain slave power;
railroad promoted economic development and national unity; overseas expansion between 1890
and 1917: much like old Manifest Destiny of 1840s, the new Manifest Destiny saw many
Americans continue to view expansion as God-given right and responsibility; propelled United
States onto world stage as a dominant power and started new age of colonization; missionaries
converted many natives in the Philippines to Christianity; not giving Filipinos independence
escalated into armed conflict; paternalistic view not only applied to countries we colonized but also
to countries we believed unfittingly ruled; gained economic and military advantages that set us on
path of being one of world superpowers during the 20th century)
Incorporates relevant information from all documents
Incorporates substantial relevant outside information (1840s expansion: Lewis and Clark
expedition and missionaries contributed to “Oregon Fever”; Great Britain had claims to Oregon;
compromise at 49th parallel avoided a fight; many unfair treaties forced Native Americans onto
reservations; Wilmot Proviso proposed but rejected by Southern states; Compromise of 1850
controversial and helped contribute to Civil War; expansion between 1890 and 1917: Mahan
wanted to expand into Pacific for ports and bases; push outward started with Alaska and Hawaii;
former colony that had fought to free itself from British rule became a colonizer; businessmen took
over Hawaii from natives and pushed for annexation; United States provided financial and military
aid to stabilize Caribbean countries)
Richly supports the theme with many relevant facts, examples, and details (1840s expansion:
settlement of Oregon for fertile land; pushed Native Americans off their land; Treaty of Guadalupe
Hidalgo; many in search of gold and silver; Missouri Compromise; expansion between 1890 and
1917: Spanish-American War; gained Guam, Puerto Rico, Cuba, and Philippines; Roosevelt
Corollary; Panama Canal)
Demonstrates a logical and clear plan of organization; includes an introduction that restates the
theme and a conclusion that discusses how expansionist movements of the 19th and 20th centuries
continue to the present day
Conclusion: Overall, the response fits the criteria for Level 5. Substantive relevant historical details
support an analytic discussion of each period of expansion. A critical appraisal of document
information establishes a strong basis for assessing the political aspects of Manifest Destiny and the
nature of the effects of expansion.
Anchor Paper – Document-Based Essay—Level 5 – B
In the 1840s, the United States began to expand its territory on the
North American continent. The U.S then began to expand its territory
overseas between the years 1890 and 1917. These periods affected the
United States as well as other countries both positively and
negatively. During these periods of expansions, the U.S obtained
territory in Latin America and earlier had expanded westward to the
Pacific Ocean.
The first major period of American expansion occured after we
acquired Louisiana and Florida and continued during the 1840s
after we won the Mexican American War. The United States had freed
itself from the colonial rule of Britain. Having established itself as an
independent nation with a strong constitution and much potential,
Americans started looking west. The United States had an abundance
of land but expansionists still argue that the republic must continue
to grow in order to survive (D1). Inspired by Jeffersons ideal of a
country made up of small independent farmers, many people liked
the idea of having land in the west for settlement. Jeffersons purchase
of Louisiana had doubled the size of the country. In this period,
westward expansion can be attributed to Manifest Destiny. This refers
to the belief held by many American citizens that westward expansion
was their God-given right. Expansionists viewed Americans in Texas
and Texan independence as our Manifest Destiny. They believed all of
Oregon to the 54th parallel and California were also our Manifest
Destiny. An abundance of land was viewed as a mainstay for a
prosperous republic. (D1). Along with Manifest Destiny, Southerners
also wanted to expand slavery referred to by some as their “peculiar
institution”. The cotton gin helped make slavery and cotton more
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Anchor Paper – Document-Based Essay—Level 5 – B
profitable fueling a desire for more land. Expansion also offered
greater access to foreign markets which would help the U.S. compete
more successfully with Europe and help sell farm surpluses. (D1).
Supporters of Manifest Destiny included Oregon on their list because
Americans were already living there, it had fertile soil, and they did
not want the British there. (D2). Oregon originally attracted mostly
trappers, traders, and missionaries but many settlers eventually
followed the Oregon Trail which was beneficial in supporting United
States claims to the territory. Supporters of the Manifest Destiny
crusade achieved many of their objectives through the aggressive
policies of President Polk. Much of the Southwest became ours and had
many far reaching and sometimes controversial effects on the United
States.
There were both positive and negative effects of westward expansion
in the 1840s. With westward expansion came increased sectionalism
which ultimately contributed to the Civil War happening. Expansion
resulted in disputes between the North and the South on whether
slavery would be permitted in these new territories. This conflict
required numerous compromises to keep the country together such as
the Missouri Compromise which established that slavery could not exist
above the 36°30 line except for Missouri. Another compromise included
the Compromise of 1850 which was necessary after the Mexican
American War which ended with the Treaty of Guadalupe Hidalgo.
This time the issue of slavery in new territories was even more divisive.
The Compromise itself raised tensions in the 1850s as many in the
North ignored the Fugitive Slave Law. Also the Dred Scot Supreme
Court decision implied slaves could be taken almost anywhere in the
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Anchor Paper – Document-Based Essay—Level 5 – B
territories just like personal property. There were also positive effects of
westward expansion (D3). Railroads connected California and other
far western states to the rest of the country. The first transcontinental
railroad, built by the Central Pacific and the Union Pacific, took
settlers to the West and transported western resources to the East.
The next period of expansion occured between 1890 and 1917 in
overseas countries such as Cuba, the Phillipines, and Hawaii. A
motivating factor of U.S overseas expansion would be social
darwinism. Followers of this philosophy believe that the U.S expanded
out of a sense of duty believing that the United States represents a
superior Anglo-Saxon race. They believed it was their duty to civilize
the inhabitants of these islands. The United States also needed more
markets for their manufactured goods (D5). New technology during
the 19th century often resulted in the overproduction of manufactured
and farm goods. Overseas expansion was also considered by many to
be imperative for the growth and development of the nation just as
westward expansion was in the 1840s. New national challenges were
needed now that the frontier was closed. With the acquiring of new
territories came powerful countries wanting to be on friendly terms (D5).
The U.S. had been interested in Cuba for many years. Americans had
millions of dollars of investments there, it was close, and Spain had
set up inhumane reconcentration camps because of an ongoing revolt
against its rule. After the war Cuba became a protectorate. A naval
base was established there which was important for our growing navy.
The U.S annexed Hawaii and the Phillipines for many reasons. For
example, Hawaii was situated in one of the most fertile part of the
world and are capable of producing sugar and coffee (D6). Hawaii also
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provided excellent harbors for commerce and coaling stations which
would add to our influence as an important sea power (D5). The
Phillipines had Manila, another excellent harbor for commerce and our
navy. The goal of civilizing the Phillipines can be seen in the
justification for its annexation and its “benevolent assimilation”.
McKinly stated that the U.S would uplift and civilize and
Christianize them (D7).
Not everyone agreed with McKinlys reasons for supporting
annexation of the Philippines. The Filipinos wanted to be independent.
A significant effect of this period of expansionism was a war between
the U.S. and Filipine revolutionaries that went on for 3 years before
the U.S won. Even though many Filipinos might not have been happy
with the decision of the U.S. to annex them, the U.S. eventually gave
them their independence after World War II. The Spanish American
War was considered a turning point in American foreign policy as
the U.S was beginning to be recognized as a colonizer and world
power (D9). During the 1890s the U.S. gained natural resources,
expanded business opportunities, gained additional ports in the
Pacific, and increased its influence in the Caribbean. This would lead
to economic and political competition between the U.S and other major
powers in the 20th century.
United States expansion in the 1840s and between 1890 and 1917
had both positive and negative effects that significantly impacted the
nation for years to come.
Anchor Level 5-B
The response:
Thoroughly develops all aspects of the task evenly and in depth for territorial expansion in the
1840s and for territorial expansion between 1890 and 1917
Is more analytical than descriptive (1840s expansion: expansionists argued republic must continue
to grow to survive; greater access to foreign markets would help us compete more successfully
with Europe; Oregon included on list because Americans already living there; Oregon had fertile
soil, and Americans did not want British there; conflict between North and South required
numerous compromises to keep country together; railroads connected California and other far-
western states to rest of country; expansion between 1890 and 1917: Filipinos wanted to be
independent; Spanish-American War considered a turning point in American foreign policy as
United States was beginning to be recognized as colonizer and world power; led to economic and
political competition between United States and other major powers in 20th century)
Incorporates relevant information from all documents
Incorporates substantial relevant outside information (1840s expansion: inspired by Jefferson’s
ideal of a country made up of small independent farmers, many people liked idea of land in west
for settlement; many settlers followed the Oregon Trail, which was beneficial in supporting United
States claims to territory; after Mexican-American War, issue of slavery in new territories even
more divisive; expansion between 1890 and 1917: followers of Social Darwinism believed United
States expanded out of sense of duty, believing United States represents a superior Anglo-Saxon
race; millions of American dollars invested in Cuba; Cuba became a protectorate; United States
established naval base which was important for growing navy; Philippines had Manila, another
excellent harbor for commerce and navy; Philippines given independence after World War II)
Richly supports the theme with many relevant facts, examples, and details (1840s expansion:
Manifest Destiny; Treaty of Guadalupe Hidalgo; Missouri Compromise; Fugitive Slave Law;
expansion between 1890 and 1917: three-year war between United States and Filipino
revolutionaries; increased United States influence in Caribbean)
Demonstrates a logical and clear plan of organization; includes an introduction and a conclusion
that are a restatement of the theme
Conclusion: Overall, the response fits the criteria for Level 5. Numerous details are effectively
integrated in the interpretation of document information. Thoughtful connections between the
circumstances surrounding expansion and their effects provide a good context for a segue to 21st-
century references.
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The policy of expansionism has changed the course of American
history. The U.S expanded its territory within North America, and
then overseas. This contributed to the country being seen as a major
world power. George Washingtons farewell address kept the United
States noninvolved for a time, but the country would gradually rise
to the world stage through the 19th century.
On the North American continent, the country saw the need to
push its boarders as far a possible. Although Louisiana and Florida
had been added to the United States and there was still a lot of
unsettled land, expansionists wanted more territory. The current size
of the U.S might not support the ever growing population for many
more years. The birth rate was high and immigrants were coming
from northern and western Europe contributing to the growing
population. For long- term prosperity more land would be needed. (Doc 1)
Southern plantation owners saw expansion into areas such as Texas as
an important source for new fertile land to plant their crops and take
their slaves. (Doc 1)
In the North western region of the United States, northern farmers
looked to Oregon. The fertile land and landscape was similar to what
they had learned to cultivate. The territory was also claimed by Great
Britain in the early 1800s, but in the 1840s more Americans were
living there and growing unhappy with joint occupation. They saw
this as a time to possibly gain an economic advantage over Britain. A
feeling of resentment still raw from Americas early years and
struggles lessened when the 49th parallel was agreed to as a boarder
between the two countries. (Doc 2)
The expansion through North America had many lasting effects on
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a wide variety of peoples. Native Americans such as the Nez Perce in
the North west got the worst end of the deal. As more settlers went
west, Native Americans were pressured to sign treaties putting them
on smaller and smaller reservations. Thousands of Native Americans
like Chief Joseph were forced out of their homes and tribal regions by
years of westward expansion. Many died while being removed in the
1830s when thousands of Cherokee Indians died on the Trail of Tears.
This demonstrated that Native Americans and their culture would be
sacrificed for settlers and others who wanted their land. Others died in
battles with U.S militia forces when they tried to fight back. The
Native American-Indian wars were characterized by brutal actions
towards often defensless people. (Doc 4)
The Mexican American War and its aftermath brought conflict to
Americans between themselves. Southern politicians saw the new
territories as potential new slave states to increase the souths power
within Congress. Many in the North did not want to bring territories
in as slave states because they wanted to continue to further the
Norths control over Congress to protect their economic interests. The
treaty of Guadalupe Hidalgo brought America another step closer to
Civil War. (Doc 3) It led to a compromise in 1850 which allowed
California to be a free state. This meant the South would always be
worried about Congress ending slavery.
Continental expansion helped to bring forth the Age of Imperialism.
The United States was growing militarily with a bigger navy and
economically because of the growth of big business. America had a
surplus of goods, but needed more places to trade them. Our industries
kept growing immensely, and so did our work force with increases in
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immigration. Not taking advantage of oversea markets would hold
the American economy back. (Doc 5b)
Hawaii was a valuable territory for many reasons. One of the most
important reasons it was so valuable was its capacity to provide many
ports. This allowed us to have a jump off and refueling station in the
Pacific while we traded with Asia. The islands also allowed us to set up
strategic military bases such as Pearl Harbor. However its location
made it a target for the Japanese in 1941. When we declared war
against Japan, Hawaii became important as we had a place in the
Pacific to provide aid in naval battles and island battles such as in
Midway and Guam. (Doc 9)
After winning the Spanish American War, the Philippines became
available. Since we would benefit from its ports and trade, it was
decided to annex them and war was the result. The guerilla war in the
Philippines was not easy, and not immediately very successful for us.
We had removed Spain from having control of the Philippines but then
had to fight our own three year long war with Filipino rebels who
wanted independence. This war cost the lives of many people on both
sides, many dying from diseases. (Doc 8)
President McKinely felt the need to keep control of the Philippines.
They were under Spanish rule for so long, they did not know how to
govern themselves. This goes back to the basic justification for
European Imperialism. The White Mans burden is to take the
uneducated and unexperienced races, and uplift them. The Europeans
saw these people as inferior, who needed to be taught white, Christian
values. As the United States expanded overseas, it adopted some parts
of this idea. In areas where this happened, there was often racism and
Anchor Paper – Document-Based Essay—Level 4 – A
segregation. Because intolerance, racism, and segregation were
continuing in the United States at the same time, some anti-
imperialists argued against taking the Philippines. Attempting to
impose our cultural values on others often does not end well as events
of the 20th and 21st centuries show.
The American dream was always to get bigger. This is true for U.S
expansionism and imperialism which eventually brought the U.S to
be a global super power. We got there, but not without effecting the lives
of many, both positively, and negatively. We killed, moved, and
belittled people. We freed, brought change, and saved others. All of this
to grow our power to where it is today.
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Anchor Level 4-A
The response:
Develops all aspects of the task for territorial expansion in the 1840s and for territorial expansion
between 1890 and 1917
Is both descriptive and analytical (1840s expansion: Southern plantation owners saw expansion to
Texas as important source for new fertile land to plant crops and take slaves; Americans in Oregon
wanted to gain economic advantage over Britain; Native American Indian wars were characterized
by brutal actions toward defenseless people; new territories seen as potential new slave states to
increase South’s power in Congress; North wanted to continue their control over Congress to
protect economic interests; expansion between 1890 and 1917: not taking advantage of overseas
markets would hold American economy back; Hawaii would allow for refueling station in Pacific
when trading with Asia; United States would benefit from Philippine ports and trade; war cost lives
of many on both sides; McKinley felt need to keep control of Philippines; attempting to impose our
cultural values on others often does not end well)
Incorporates relevant information from all documents
Incorporates relevant outside information (1840s expansion: struggles in Oregon lessened when
49th parallel agreed to as border between Britain and United States; Native Americans pressured to
sign treaties putting them on smaller reservations; Trail of Tears demonstrated Native Americans
and culture would be sacrificed; Treaty of Guadalupe Hidalgo brought America closer to civil war;
compromise in 1850 meant South probably would always be worried about Congress ending
slavery; expansion between 1890 and 1917: United States growing militarily with bigger navy and
economically because of growth of big business; Hawaii allowed United States to set up strategic
military bases; intolerance, racism, and segregation continuing in United States so anti-imperialists
argued against taking Philippines)
Supports the theme with relevant facts, examples, and details (1840s expansion: birth rate and
immigrants contributing to growing population; Nez Perce; Mexican-American War; expansion
between 1890 and 1917: Pearl Harbor; Midway and Guam; Spanish-American War; guerilla war in
Philippines; three-year long war with Filipino rebels; “White Man’s Burden”)
Demonstrates a logical and clear plan of organization; includes an introduction that states
Washington’s Farewell Address kept the United States noninvolved for a time and a conclusion
that states expansionism and imperialism brought the United States to be a global superpower
Conclusion: Overall, the response fits the criteria for Level 4. Relevant outside information effectively
supports document interpretation and good conclusions. Analytic statements could be strengthened
with additional supporting facts and details.
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Anchor Paper – Document-Based Essay—Level 4 – B
In the early 19th century, many Americans believed that the
United States was destined to rule from coast to coast (Manifest
Destiny). The United States started purchasing land, such as with the
Louisiana Purchase. With other territories acquired, such as the
Mexican Cession, military action was required to claim it as part of
the United States. After gaining most of the territory to the Pacific,
and the economy grew, the United States looked at obtaining overseas
territories, in the late 19th century and early 20th century. The
expansion of the United States offered many economic opportunities
and increased its status into that of a world power, at the expense of
increasing tensions both domestically and internationally.
The acquirement of western territories would give American
citizens’ many more economic opportunities. News that lands such as
Oregon would be optimal for growing crops and building farms was
spread to the East in letters sent by missionaries and the writings of
Lewis and Clark. (Document 2). As more Americans moved there,
competition with the British for that territory could have led to another
war but didnt because the two countries settled the boundary at the
49th parallel. Territories in the Louisiana Purchase would also be good
for growing wheat and corn if farmers could adapt to farming on the
Great Plains. The Mexican Cession lands of the Southwest would give
better opportunities for people to grow crops, especially as the land in
the lower south states was becoming less fertile due to continuous
growing of cash crops, such as tobacco and cotton. In the far western
territory of California, coastal ports could result in more trade with
China and Japan (Document 1). Winning the Mexican American War
resulted in adding thousands of square miles of territory “providing
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unlimited economic opportunities for future generations” (Document 1).
The purchase of Alaska after the Civil War began territorial
expansion different from the 1840s. Once Manifest Destiny was
accomplished, some politicians and businessmen began to think more
seriously about expansion into areas outside the North American
continent, such as Hawaii. Hawaii would provide the soil and climate
for crops such as sugar and coffee (Document 6). Good harbors made
it valuable for military and commercial reasons. This later expansion
of US rule into overseas territory would increase the status of the
United States as a world power which some imperialists such as
Theodore Roosevelt wanted. The annexation of Hawaii and the
Philippines, was done in part to benefit this country economically and
strategically which would help achieve that status (Document 7). The
United States by gaining more lands gained more places to sell our
goods. This was important at a time when industries and our economy
were expanding as a result of both the market revolution and
industrial revolution. Many expanionists during both periods believed
that territorial growth was necessary for continued national growth.
The Treaty of Paris ending the Spanish American War, not giving the
Philippines its independence, and annexing Hawaii sent a message to
rivaling nations (primarily European, such as Germany and France)
that the United States was a world power (Document 5a). It would also
lead to the United States opposing powerful nations, which further led
to the “policeman of the Western Hemisphere” role the United States
would take on as a result of territorial expansion in Cuba, Puerto Rico,
and the Panama Canal (Document 9b). The United States had stopped
being an isolationist country (although during the periods before
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WWI and WWII, many people in America wanted to be neutral and
stay out of European matters).
Expansion into the west, and later overseas led to increased tensions
between multiple groups and countries. As the United States started
expanding westward, there were violent confrontations between Native
Americans and the military (Document 4). Native Americans hated the
westward expansion of whites because there was little or no respect for
their way of life. Battles took place after the Civil War that took the lives
of many soldiers and Native Americans resulting in the dislocation of
many Native Americans. Passage of the Dawes Act was a result of the
US trying to assimilate the Indians to an American way of life by
encouraging them to become farmers. Assimilation did not work out
well for Native Americans as many lived out their lives unhappily on
reservations. During the later period of expansion the Filipinos also
resented American efforts to “benevolently assimilate” them. Not giving
them their independence led to a long violent war with many casualties.
Sometimes territorial expansion has had long-range circumstances
such as gaining the Mexican cession in the 1840s. Following the Treaty
of Guadalupe Hidalgo, Mexico was angered and claimed that the United
States was not to be trusted. This had international complications in the
20th century. This situation was taken advantage of by Germany in
1917 when Mexico was sent the Zimmerman note. Germany, in
exchange for an alliance with Mexico would attempt to help Mexico gain
back lost lands. It was intercepted before it reached Mexico but it was one
of the reasons the United States declared war against Germany and
entered World War One.
The expansion of the United States offered many new economic
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opportunities and increased its status as a world power, but increased
conflicts between several countries and groups. Westward expansion
would grant new economic opportunities. Overseas expansion
increased the US’s status as a world power.
Anchor Level 4-B
The response:
Develops all aspects of the task for territorial expansion in the 1840s and for territorial
expansion between 1890 and 1917
Is both descriptive and analytical (1840s expansion: gave American citizens more economic
opportunities; in California, coastal ports could result in more trade with China and Japan;
Native Americans hated expansion by whites because of little respect for their way of life;
battles resulted in dislocation of many Native Americans; expansion between 1890 and 1917:
some political and religious leaders began to think about expansion into areas outside
continent; Hawaii provided soil and climate for sugar and coffee; Hawaii’s good harbors
valuable for military and commercial reasons; United States stopped being isolationist
country)
Incorporates relevant information from all documents
Incorporates relevant outside information (1840s expansion: news that Oregon was optimal
for growing crops and building farms spread to East in letters from missionaries and writings
of Lewis and Clark; competition with British in Oregon could have led to another war, but
boundary was settled at 49th parallel; Mexican Cession gave better opportunities to grow
crops especially as land in southern states was less fertile due to continuous growing of cash
crops; Dawes Act tried to assimilate Native Americans by encouraging them to become
farmers; expansion between 1890 and 1917: industries and economy expanding as result of
market and industrial revolutions; Treaty of Paris; not giving Philippines independence and
annexing Hawaii sent message to rival nations that United States was a world power; led
United States to be “policeman of Western Hemisphere”; Zimmerman note intercepted
before it reached Mexico but was one reason United States declared war against Germany)
Supports the theme with relevant facts, examples, and details (1840s expansion: Louisiana
Purchase; expansion between 1890 and 1917: Spanish-American War; Cuba, Puerto Rico,
Panama Canal; Treaty of Guadalupe Hidalgo)
Demonstrates a logical and clear plan of organization; includes an introduction and a
conclusion that discuss the effects of expansion on the United States
Conclusion: Overall, the response fits the criteria for Level 4. Good relevant outside information
is used effectively to support document interpretation in a discussion that integrates historical
circumstances and positive effects for both periods of expansion. The assessment of negative
effects of expansion is somewhat analytical, but needs more supporting facts and details.
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Anchor Paper – Document-Based Essay—Level 4 – C
The United States expanded its territory on the North American
continent in the 1840s and then expanded its territory overseas
between 1890 and 1917. These periods of expansion had positive and
negative effects on the United States and on other peoples.
First, the territorial expansion of United States led to many
positives such as discovery of gold but also led to negatives. To start,
the expansion of territory was due to several reasons but particularly,
stemmed from the social values set forth by Manifest Destiny. To
elaborate, Manifest Destiny essentially convinced the American people
that westward expansion was a positive thing but also inevitable. The
United States was an exceptional country and should share its
greatness with others. Not only that but other political aspects such as
the expansion of slavery also contributed to westward expansion due to
the desire for more power in congress. (Doc1). Southern slaveholding
states wanted to protect slavery and their economy. Even though social
and political aspects played a large role, economic advantages of the
west served as a much greater catalyst. To elaborate, the West offered
access to the Pacific Ocean, which connected America to Asian trade.
(Doc1). This serves to show that after the Market Revolution, American
manufactured goods received access to foreign markets. New
technology helped farmers and factories produce more than ever.
Americans could not buy all that was being produced. Combined with
the expansion of railroads, the West became increasingly desired as a
way to connect to more markets both inside the United States and
overseas.
Next, there were many positives as well as negatives during the
westward expansion of 1840s. Although the west was only sparsely
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populated, Native Americans had lived there for generations or they
had been moved there by the United States government and promised
that they would be left alone. A major conflict that kept returning in
our early history, Indian wars, once again erupted as people began to
seize Indian lands disregarding treaties and the Indians. (Doc4).
Expansionism also lead to rise in sectional conflicts between the North
and the South (Doc1). An example of this situation is the Kansas-
Nebraska Act which sought to instill popular sovereignty in the two
states. The failure of which led to corrupt elections, John Brown, and
guerilla warfare between the free state supporters and slave state
supporters. The event known as Bleeding Kansas is one of the many
examples of rising sectionalism in the mid-1850s, which would
explode into the Civil War after the election of 1860. However, not all
aspects of expansionism were negative as the ports on the Pacific
coastline eventually helped open up foreign markets such as China
and Japan while gaining access to the goldmines in California. To
end, the territorial expansion in 1840s was caused by many factors
while having both a positive and negative impact.
Second, the overseas expansion in the late 1800s to early 1900s was
caused by social, economic and political aspects. To elaborate, a social
reason to expand US influence overseas was due to religious zeal of
spreading Christianity and civilizing the natives in the Phillipines.
(Doc7). Popular during the European imperialization era, America
tends to feel that the White Mans Burden was to help others who need
saving. Driven by the White Mans Burden, American missionaries
working with natives in Hawaii and the Philippines thought
Christianity would “uplift them.” Another reason for overseas
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expansionism was because some thought there was not enough land
left to settle in the United States. Combined with old Manifest
Destiny feelings and American nature to expand, overseas expansion
was inevitable.
Next, overseas expansion in late 1800s and early 1900s had positive
as well as negative effects. First, overseas expansion was a positive
event because it expanded the reach of American manufacturing
exports to countries in Asia such as China and Japan. The Phillipines
which were annexed after the Spanish American War offered a good
place for our ships to stop for fuel. However, while overseas expansion
had positives it also led to many negatives. One major detriment of
the expansion was guerilla warfare in the jungles of the Phillipines. In
the Phillipines, Filipino rebels continued a war for independence they
had started with Spain. This war with American troops after US
annexation resulted in major casualties on both sides. Although they
did not get independence immediately, the Philippines became an
important American ally. (Doc8). American overseas expansion
neglected the isolationist policies of the past. To elaborate, America
began to intervene in global politics, especially in Latin America,
where military actions were taken. (Doc9). These actions in Latin
America made the United States seem like a bad neighbor until FDRs
policies made us a better neighbor. To finish, American overseas
expansion led to both detrimental effects and beneficial impacts.
Ultimately, American expansionism during the 1840s and
between 1890 and 1917, were caused by economic and societal reasons
and each enabled its positives and negatives.
Anchor Level 4-C
The response:
Develops all aspects of the task for territorial expansion in the 1840s and for territorial expansion
between 1890 and 1917
Is more analytical than descriptive (1840s expansion: Manifest Destiny convinced American
people westward expansion was positive and inevitable; political aspects contributed to westward
expansion as result of desire for more power in Congress; Americans could not buy everything
produced; expansion of railroads was a way to connect to more markets in United States and
overseas; Indian wars erupted as Indian lands seized disregarding treaties; expansion between 1890
and 1917: combined with Manifest Destiny feelings and American nature to expand, expansion
was inevitable; Philippines, a good place for American ships to stop for fuel; Filipinos continued
war for independence; overseas expansion neglected isolationist policies of the past; America
began to intervene in global politics, especially in Latin America)
Incorporates relevant information from documents 1, 3, 4, 5, 7, 8, and 9
Incorporates relevant outside information (1840s expansion: Southern slaveholding states wanted
to protect slavery and their economy; new technology helped farmers and factories produce more;
Native Americans promised they would be left alone; failure of Kansas-Nebraska Act to instill
popular sovereignty led to corrupt elections, John Brown, and warfare between free-state and
slave-state supporters; rising sectionalism would explode into Civil War after election of 1860;
ports on Pacific helped open up foreign markets; expansion between 1890 and 1917: missionaries
working with natives in Hawaii and Philippines thought Christianity would “uplift” them;
Philippines became important American ally; actions in Latin America made the United States
seem like a bad neighbor until Franklin D. Roosevelt’s policies made us a better neighbor)
Supports the theme with relevant facts, examples, and details (1840s expansion: discovery of gold;
access to Pacific Ocean; connected America to Asian trade; rise in sectional conflicts between
North and South; expansion between 1890 and 1917: “White Man’s Burden”; Spanish-American
War; guerilla warfare in Philippines)
Demonstrates a logical and clear plan of organization; includes an introduction and a conclusion
that are a restatement of the theme
Conclusion: Overall, the response fits the criteria for Level 4. A good understanding of Manifest
Destiny is applied to both periods of expansion. Relevant outside information supports the analytic
discussion of both periods; however, additional facts and details would have benefited the discussion,
especially in the treatment of the effects of expansion between 1890 and 1917.
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Anchor Paper – Document-Based Essay—Level 3 – A
In our nations history we had to expand for economic & political
reasons. The westward expansion of the 1840’s, as well as the overseas
expansion between 1890 & 1917 reaped many benefits as well as
consequences.
The westward migration of the 1840’s was a critical time in our
history. We had the opportunity to strengthen our nation in many
ways & we seized that opportunity. Some of the reasons that inspired
us to expand can be seen in Document 1 when it states that “expansion
offered greater access to lucrative markets” & “the strategic &
commercial advantages of San Francisco & other ports on the Pacific
coastline of Mexican-owned California”. We would have to fight a war
with Mexico to make California part of our nation. Those lucrative
markets were hard to ignore as they would strengthen our nation.
Another reason that convinced us to expand westward was to acquire
more land. According to Doc 2, the Oregon territory had fertile soil for
the nations development & for future foreign markets for the farm
surpluses of the old northwestern states. Having Oregon would be an
important step in completing manifest destiny. This incredible
possibility was not something we could easily afford to pass up. We
argued with the British over Oregon but were able to settle the
boundary at the 49th parallel. Economic opportunities were the key
reasons that many Americans were convinced that westward
expansion was necessary.
The growth of our nation towards the western frontier reaped many
benefits as well as consequences. Through this expansion the amount
of resources we gathered was incredible. Document 4 shows the many
different mining centers in the trans-Mississippi West which would
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give us an immense amount of gold, silver, and copper that we
obtained while moving west. Since natural resources have to get to
factories and people need a way to get around transportation was
needed in the west. The government and businessmen were able to
build a vast amount of railroads that connected us together making
us feel like one country even though the East &West were thousands of
miles apart. These railroads not only connected the nation for travel
and shipping but also allowed for easier communication which also
strengthened our national economy. On the other hand, there were
negative consequences that occurred, one being conflict with Native
Americans. In Document 4, there were several major battles noted on
the map. Native Americans were not always hostile to white settlers
but conflicts increased as the number of white people moving west
increased. The map also shows railroad routes and cattle trails that
crossed Native American lands. Another consequence we reaped was
the increased threat of sectional conflict between North & South over
Slavery. According to Document 3, these conflicts began to increase
after we obtained territory from the Mexican War and questions arised
whether these territories would be non-slave and go towards the North
or have slaves and go towards the South. Eventually, the conflicts
became tense when the South realized there would not be enough slave
states to catch up to the North led them to leave the Union. This led to
the Civil War. As you can see, we faced many benefits as well as
consequences from westward migration.
The overseas expansion between 1890 & 1917 had important
historical circumstances that incentivized us to do what we did, one of
them being the idea that we had to expand or explode, as seen in
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Document 5b. At this time the nation was a major producer of steel &
other manufactured goods which were crying for overseas expansion.
We could not continue producing more goods without exploding our
economy, so we chose what was necessary & that was to expand and
find more places to sell our goods. Another reason we were persuaded to
expand was the opportunity to annex Hawaii as a number of
Americans were already living there. According to Document 6,
annexing Hawaii would “provide us with 3 excellent harbors for
commerce & coaling stations, & would control the cable
communication of the Western Ocean, besides aiding our shipping by
giving the carrying trade to American vessels.” The chance to gain
such power & economic strength couldnt have been ignored because
other countries were in competition with us, so we did what was
necessary & annexed Hawaii. Another reason for expanding was the
moral duty to annex the Philippines. We felt it was our obligation to
protect them after the conflict with Spain. It was our only option
according to Document 7, because we couldnt give them back to Spain
(it’d be cowardly), or let them govern themselves even though they
wanted their independence. All of these reasons proved that overseas
expansion was seen as essential by the nation in the 1890s.
The expansion left us with many benefits & issues. Some of the
ways we benefitted can be seen in Document 9b where it shows Cuba
where we acquired a naval base. A base in Cuba and more naval bases
in Hawaii, Puerto Rico & the Philippines exemplified our strength &
growing power to other nations & demonstrated that we were becoming
a recognized world power. Overseas expansion did leave us with several
difficult key issues. One was the conflict between Filipine
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Anchor Paper – Document-Based Essay—Level 3 – A
revolutionaries, and the United States Army according to Document 8.
This conflict resulted in many casualties on both sides, including
200,000 Filipino deaths due to disease. We had lost more lives than in
Cuba as the conflict turned into a guerrilla war. According to the
document, we committed a lot of atrocities & they committed a lot. It
was very ugly & many lives were lost. As you can see, the overseas
expansion reaped many benefits as well as problems.
The westward expansion of the 1840’s & the overseas expansion
between 1890 & 1917 were very important times in our nations
history. During these periods, we expanded in size as well as power. The
reasons behind the expansion were crucial in convincing us of the
necessity of it. We faced many consequences but also many rewards
for our endeavours. In the end, these choices shaped us into the great &
powerful nation we are today.
Anchor Level 3-A
The response:
Develops all aspects of the task in some depth
Is more descriptive than analytical (1840s expansion: have to fight a war with Mexico to
make California part of nation; Oregon important step in completing Manifest Destiny;
railroads allowed for easier communication which strengthened national economy; Native
Americans not always hostile to white settlers, but conflicts increased as number of people
moving west increased; after Mexican War, questions arose whether territories would be
non-slave or slave; expansion between 1890 and 1917: chose to expand and find more places
to sell our goods; obligation to protect Filipinos after conflict with Spain; could not give
Philippines back to Spain or let them govern themselves even though they wanted
independence; more American lives lost in Filipino conflict than in Cuba)
Incorporates some relevant information from all the documents
Incorporates some relevant outside information (1840s expansion: argued with Britain but
settled the boundary at 49th parallel; government and businessmen able to build vast number
of railroads; expansion between 1890 and 1917: opportunity to annex Hawaii as many
Americans already living there; naval base in Cuba and other naval bases exemplified our
strength and growing power)
Includes relevant facts, examples, and details (1840s expansion: lucrative markets; fertile soil
in Oregon; transportation needed in west; Civil War; expansion between 1890 and 1917:
Hawaii had excellent harbors for commerce and coaling stations; 200,000 Filipinos deaths
due to disease)
Demonstrates a satisfactory plan of organization; includes an introduction and a conclusion
that are a restatement of the theme
Conclusion: Overall, the response fits the criteria for Level 3. The methodical presentation is
supported by thoughtful interpretation, relevant outside information, and a few quoted
statements. Good descriptive statements support the conclusion that expansion contributed to our
becoming the nation we are today.
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Anchor Paper – Document-Based Essay—Level 3 – B
In the course of it’s history the United States had been expanding
and was destined to become a much bigger and stronger nation.
Using the idea of manifest destiny as well as the annexing of several
countries the United States expanded and grew much more powerfull.
Although it seemed successful when looking at the nations growth
many problems actually arose because of it. Although the country
became a world power expansion resulted in issues regarding slavery
as well as foreign politics in the country.
Throughout the 1800’s many in the country were in favor of
expansion. Expansionists believed that territoral gain in the country
would strengthen the republic and provide the country with economic
oportunities. The idea of manifest destiny would also result in the
spread of democracy. Southerners however were not looking to spread
freedom. They advocated for new territories where they could take the
slaves they owned and who had no rights. They wanted to increase the
number of slave states to increase their political power so they could
prevent slavery from being abolished. Once the country did expand the
economic oportunities for farming would increase and trade with
Asian countries would increase which would be good for American
businesses. However as a result of settlers moving to Oregon and all
the territorial gains after the Mexican American War, two major
conflicts arised. The first being the almost constant battles with native
Indians over whites inhabiting their tribal homelands but the native
Indians could not stop western settlers from taking more of their
land. The result was that many Indians were pushed out to
reservations. Extending freedom did not apply to the native Indians
either. The second major problem that arose from westward expansion
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Anchor Paper – Document-Based Essay—Level 3 – B
was whether or not to incorporate slavery into new territories. Although
some people had thought slavery would end on its own the cotton gin
had made owning slaves more profitable. With so much Southern
money invested in slaves the South believed it was their right to take
their slaves into new western territories if they wanted to. Many people
living in new territories did not want slavery and many in the North
were opposed to allowing slavery to spread. Eventually as more of the
new territories became free states tensions grew so high that the south
talked about seceding from the union and ultimately that’s how the
civil war began. So even with the economic oportunities such as
finding gold and farming the fertile soil, expansion did have its
drawbacks. The battles between white Americans and the native
indians almost destroyed native Indian culture. The battle between the
North and South over extending slavery led to the Civil War and the
abolition of slavery.
There were many reasons for expansion in the 1890s and many
benefits also came with the expansion of the U.S to countries in many
parts of the world. Just like gaining territory in the West expanding
the country to territorie outside the U.S. would help improve the
countrys economic oportunities. New markets to sell manufactured
goods were needed and found in Asia and Latin America. (Document 5a)
Places like Hawai would be crucial to the United States as many
harbor stations were located there that would help the U.S connect to
Asian countries (Doc6). Hawaii would be important to connect with
the Philippines which the U.S. took over from Spain after the Spanish
American War. With the annexation of both Hawaii and the
Philippines the U.S. was on its way to becoming a global power. The
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Anchor Paper – Document-Based Essay—Level 3 – B
downsides of expanding the country to these new territories was
having to regulate and control the newley attained areas. The United
States had promised Cuba independence but kept sending troops there
to keep order (Document 9b). Another example was the U.S helped the
Philipines by defeating Spain but since McKinley felt that the
Philipino people werent ready to govern themselves we had to intervene
in their politics which led to a rebellion of angry revolutionaries. This
ultimatley put many American soldiers at risk since the revolt
became a long guerilla war with lots of atrocities because the
Philipinos wanted to be independent. (Doc.8) So although this
expansion helped solidify the United States position as a world power it
came at the price of being involved in other countries politics which
can be a risky move. (Doc 9). That is one of the reasons Jefferson
warned us about “entangling alliances” (document 5b).
In the history of the country allthough many people were in favor
of the expansion of the country there were others who worried about it.
It brought many oportunities economically and agriculturally with
all the fertile land. However many people did not seem to realize all the
difficult issues that would come with this expansion. Tension would
rise in the country over what to do with the newly attained land.
Conflicts with groups who were already living on the land would arise.
Although the country gained a lot from moving outside its borders it
also brought about issues that would affect our history.
Anchor Level 3-B
The response:
Develops all aspects of the task in little depth
Is more descriptive than analytical (1840s expansion: expansionists believed territorial gains
in country would strengthen republic; South wanted to increase number of slave states to
increase their political power to prevent slavery from being abolished; increased
opportunities for farming and trade with Asian countries; battles with Native American
Indians over whites inhabiting tribal homelands; extending freedom did not apply to Native
American Indians; many people living in new territories did not want slavery and many in
North were opposed; expansion between 1890 and 1917: new markets to sell manufactured
goods in Asia and Latin America; harbors in Hawaii would help United States connect to
Asian countries; President McKinley felt Filipino people not ready to govern themselves
which led to rebellion of revolutionaries; many Americans soldiers put at risk since revolt
became long guerilla war; helped solidify United States position as world power but came at
price of being involved in other countries’ politics)
Incorporates some relevant information from all the documents
Incorporates limited relevant outside information (1840s expansion: cotton gin had made
owning slaves more profitable; tensions grew so high that South talked about seceding from
Union and Civil War began; expansion between 1890 and 1917: promised Cuba
independence)
Includes some relevant facts, examples, and details (1840s expansion: Manifest Destiny;
settlers moved to Oregon; Mexican-American War; reservations; gold and fertile soil;
expansion between 1890 and 1917: Spanish-American War; Filipinos wanted independence;
Jefferson; entangling alliances)
Demonstrates a satisfactory plan of organization; includes an introduction that states
expansion seemed to be successful but many problems arose and a conclusion that
summarizes positive and negative effects of expansion
Conclusion: Overall, the response fits the criteria for Level 3. Although limited relevant outside
information is included in the discussion of overseas expansion, analytic statements throughout
the response lead to some good conclusions. These statements would have benefited from
additional explanation.
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U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [54] Vol. 2
Anchor Paper – Document-Based Essay—Level 3 – C
In both the 1840’s and 1890’s, the United States went through a
period of expansionism. In the 1840’s, the expansion happened inside
the continent, whereas in the 1890’s the expansion took place overseas.
When expanding in the 1840’s, the United States was in a frenzy
over the idea of Manifest Destiny. Even though by expanding west the
United States gained more access to foreign markets and agriculture,
this led to more arguments over the expansion of slavery. In the 1890’s,
the United States was looking to become a world power and to gain
more colonies for economic reasons. However, despite the economic
gains, the United States could no longer follow a policy of
isolationism and was at times forced to deal with rebellions by the
natives of their new lands.
Starting with the Polk presidency, the idea of Manifest Destiny
was something many Americans had heard about and were in favor
of it. Manifest Destiny was an excuse and a reason for America to
grow even larger as a country and to expand further West. This would
mean more power and security for the United States. In Document 1,
one reason cited for expansion was for America to gain access to more
foreign markets by going through ports on the California coast which
would give the United States a new way to gain access to the markets
of China and other East Asian countries. In Document 2, supporters of
Manifest Destiny are cited as wanting the Oregon Territory in order to
claim the fertile soil within the territory. With this fertile soil, the
agricultural development in the United States could expand. More
Americans living in Oregon would also lead to more farm goods from
Michigan, Ohio, Indiana, and Illinois being sold. Farming was being
transformed by new machines and farmers in the old Northwestern
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Anchor Paper – Document-Based Essay—Level 3 – C
states were growing large cash crops for sale. However, even with these
economic gains, more tension arose within the United States. In
Document 3, the Mexican-American War is blamed for bringing the
question of slavery to national attention again. Although this war
helped us achieve Manifest Destiny the question that had to be
answered was: Would these new territories become slave states when
brought into the United States? This only led to more arguments over
the morality of slavery This whole issue of slavery and whether it
should even exist in the United States became a concern to
abolitionists and later lead to the Civil War. During and after the Civil
War there was another war going on involving the Indians in
different areas of the West. In Document 4, a map shows a few Indian
battles. By expanding West, the United States was moving into
Indian territory. The Indians, wanting to remain on their homeland,
fought the settlers and government troops for the right to remain on
their land. From the beginning of the westward expansion, there was a
clash of cultures. Different tribes in the West had different cultures
and almost all of them used the environment differently than the
whites. Whites believed they were superior and thought that the
Indians should become more like them. Unfortunately cultural
clashes between the groups continued beyond 1890.
In the 1890’s, the expansion of the United States turned into one
that stretched overseas. In Document 5, it shows that the United States
annexed Hawaii for their fertile soil which could produce many
profitable crops and also for their harbors. In Document 5 by gaining
more colonies, the United States is shown to have gained more respect
from other nations like Russia, Italy and England. By gaining these
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Anchor Paper – Document-Based Essay—Level 3 – C
colonies, the United States gained more power. In these colonies, there
were more natural resources to be gained and sold. Gradually the
United States abandoned Washington and Jeffersons policies of
isolationism and became a recognized world power. Despite that
prestige the U.S also had to deal with rebellions and uncooperative
native peoples. The Philippines was a difficult country to deal with
after we annexed them. After the Spanish were defeated, the Filipinos
were angered by annexation and the US Army had to be reinforced to
end their rebellion. Loss of life was significant. The US successfully
ended the rebellion but at a cost few had expected.
In both periods of expansion, the US was looking for economic
profit. However, this expansion sometimes led to tension, arguments
and battles.
Anchor Level 3-C
The response:
Develops all aspects of the task in some depth for the 1840s and in little depth for 1890 to
1917
Is more descriptive than analytical (1840s expansion: fertile soil in Oregon helped
agricultural development in United States expand; question to be answered was would new
territories became slave states; more arguments over morality of slavery; Native Americans
fought settlers and government troops for right to remain on their land; expansion between
1890 and 1917: annexed Hawaii for fertile soil and harbors; United States gained more
respect from other nations; United States abandoned Washington and Jefferson’s policies of
isolationism; after Spanish were defeated, Filipinos angered by annexation; United States
ended rebellion but at cost few had expected)
Incorporates some relevant information from documents 1, 2, 3, 4, and 5
Incorporates limited relevant outside information (1840s expansion: ports on California coast
would give United States new way to gain access to markets of China and other East Asian
countries; farming being transformed by new machines and farmers in old Northwestern
states growing large cash crops for sale; issue of slavery became a concern to abolitionists
and led to Civil War; cultural clashes between Native Americans and whites continued
beyond 1890)
Includes some relevant facts, examples, and details (1840s expansion: Manifest Destiny;
Mexican-American War; expansion between 1890 and 1917: recognized world power;
uncooperative native peoples)
Demonstrates a satisfactory plan of organization; includes an introduction that discusses
negative effects of expansion and a brief conclusion
Conclusion: Overall, the response fits the criteria for Level 3. Relevant outside history supports
document interpretation in the discussion of expansion in the 1840s while the treatment of
overseas expansion in the 1890s depends on document information. Although some good
analytical conclusions are included, further explanation would have strengthened them.
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Anchor Paper – Document-Based Essay—Level 2 – A
In the 1840s America sought to expand its territories on the North
American continent in order to provide the nations growing
population with stability. Again, in the time period between 1890 and
1917, America sought to expand. However, they sought to expand
overseas in order for other nations to recognize America as a growing
global influence. These periods of expansions generated some positive
effects, such as allowing the economy to grow, and some negative
effects, such as conflict with other people.
One of the main historical circumstances surrounding expansion
in the 1840s was the want of Americans to obtain territory for
economic growth. According to document 1, obtaining land would
provide unlimited economic opportunities for future generations.
According to document 2, obtaining lands such as Oregon country
would provide for the nations economic development by contributing
to its agricultural growth due to fertile soil. These are some advantages
or positive effects of expansion on the North American continent. One
major conflict arose from territorial gains, however, and that was the
issue of slavery. Every time a new territory joined the Union the
question on whether the territory should be admitted as a free or slave
state would arise. Many politicians favored a policy of popular
soverighty, which would allow new territories to choose if they are a
slave or free state. Another major negative effect that arose upon
expansion was conflict with American Indians. Document 4 shows
several major battles between American Indians and the United States
Army because expansion hurt the natives and forced them to relocate
onto reservations.
Between 1840 and 1917 America sought to expand again but they
expanded overseas during this time period. According to document 5b,
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Anchor Paper – Document-Based Essay—Level 2 – A
the main historical circumstance surrounding American expansion
internationally was the desire of the United States to play a role in
overseas markets. America had a want to play a role in global
economics and global influences, and sought this by expanding.
Another circumstance surrounding international expansion was the
Euro-centric idea that superior nations have the right to govern
nations who they believe are unfit to govern themselves. This is best
illustrated in document 7, where President McKinley annexes the
Philippines because they are unfit to govern on their own. These gains
overseas strengthened American. However, some of these gains did not
come easy. Document 8 illustrates how the United States fought in
order to gain the Philippines which resulted in many American
casualties.
There were several historical circumstances surrounding the
expansion of the United States in the 1840s and in the time period
between 1890 to 1917. Americas primary interests including
generating a better economy that would expand American markets
and allow America to flourish. Oftentimes, this goal was fulfilled
however conflict sometimes arose. In the 1840s the issue of states’
rights and popular soverighty arose when debating the slavery
question and in the 1890 – 1920s issues concerning American power
and liberties of other nations arose.
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Anchor Level 2-A
The response:
Minimally develops all aspects of the task
Is primarily descriptive (1840s expansion: obtaining land would provide unlimited economic
opportunities for future generations; obtaining land such as Oregon would provide for
nation’s economic development by contributing to agricultural growth; every time a new
territory joined the Union question arose as to whether it should be admitted slave or free;
battles between American Indians and United States Army hurt natives and forced them to
relocate; expansion between 1890 and 1917: America wanted to play a role in global
economics and have global influence; United States fought to gain Philippines, resulting in
many American casualties)
Incorporates limited relevant information from documents 1, 2, 3, 4, 5, 7, and 8
Includes limited relevant outside information (1840s expansion: many politicians favored
policy of popular sovereignty which would allow territories to choose to become a slave or
free state; expansion between 1890 and 1917: Eurocentric idea that superior nations have
right to govern nations they believe unfit to govern themselves)
Includes few relevant facts, examples, and details (1840s expansion: fertile soil in Oregon
country; reservations; expansion between 1890 and 1917: President McKinley; Philippines
annexed)
Demonstrates a general plan of organization; includes an introduction and a conclusion that
state reasons and effects for both periods of expansion
Conclusion: Overall, the response fits the criteria for Level 2. Document interpretation leads to
some analytic statements and limited relevant outside information. However, the response is
narrowly focused and lacks the details to support these analytical statements.
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [61] Vol. 2
Anchor Paper – Document-Based Essay—Level 2 – B
During the mid-1800s the United States began to accept the idea of
Manifest Destiny. As time progressed the United States achieved their
goal of becoming a major world power. The United States expanded its
territory on the North American continent in the 1840s and then
expanded its territory overseas between 1890 and 1917. These periods of
expansion had positive and negative effects on the United States and
on other peoples.
During the 1940s, the United States had a large amount of
unoccupied lands within the nation. As a result expansionists began
to argue that the republic must continue to grow in order to survive.
Political leaders such as Thomas Jefferson also believed that an
abundance of land would create a prosperous republic. This led many
Americans to believe that expanding their nation to the Pacific Ocean
was a necessity. Over time the term Manifest Destiny developed. This
term involved the idea of Americans who believed it was their duty or
divine right to spread their ideas to undeveloped areas.
Many expantionists supported the idea because it would enlarge the
slave empire. Other advocates of the Manifest Destiny sought after
areas like Oregon because its fertile soil would help develop the nations
agricultural development. Overall expantionists believed that Manifest
Destiny would provide America with many great opportunities.
During the late 1800s to early 1900s the United States sought after
becoming a major world power. Although Isolationism prevented the
country from entering unnecessary wars, many believed it was time
for the United States to expand its power. In fact Americas current
situation promoted the idea of global expansion. By 1898 America had
become a major producer of steel and other manufactured goods which
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Anchor Paper – Document-Based Essay—Level 2 – B
were in need of overseas markets. As a result the United States sought
after Hawaii. Many Americans believed Hawaiis fertile soil and
climate would allow it to produce sugar, coffee, rice and tropical fruits
for the United States. It would also provide the United States with
excellent harbors for commerce and coaling stations. America also
sought after nations such as the Phillipines. Americans believed that
Filipinos were unable to govern themselves.
United States expansion also created many conflicts between
America and other nations. For example once America annexed the
Phillipines, it created a conflict between them and the Filipino leader.
Emilio Aquinaldo wanted the nation to be independent but America
thought it was incapable of governing itself. As a result a war broke
out.
In conclusion the expansion of the United States had positive and
negative impacts on the United States and other nations.
Anchor Level 2-B
The response:
Minimally develops all aspects of the task
Is primarily descriptive (1840s expansion: large amount of unoccupied lands within nation;
expansionists argued republic must continue to grow to survive; political leaders believed
abundance of land would create a prosperous republic; many Americans led to believe expanding
to Pacific Ocean a necessity; sought Oregon because its fertile soil would help nation’s agricultural
development; expansion between 1890 and 1917: many believed time for United States to expand
power; America major producer of steel and other manufactured goods; Americans believed
Hawaii’s fertile soil and climate would produce sugar, coffee, rice, and tropical fruits; Hawaii
would provide harbors and coaling stations; America believed Filipinos were incapable of
governing themselves); includes weak application (1840s expansion: Manifest Destiny involved
idea that America’s duty or divine right to spread their ideas to undeveloped areas; expansion
between 1890 and 1917: isolationism prevented country from entering unnecessary wars)
Incorporates limited relevant information from documents 1, 2, 5, 6, 7, and 8
Presents no relevant outside information
Includes few relevant facts, examples, and details (1840s expansion: Thomas Jefferson; expansion
between 1890 and 1917: Philippines annexed; Emilio Aguinaldo); includes an inaccuracy (1840s
expansion: 1940s)
Demonstrates a general plan of organization; includes an introduction that is slightly beyond a
restatement of the theme and a brief conclusion
Conclusion: Overall, the response fits the criteria for Level 2. Brief explanations of document
information are the basis for the discussion of both periods of expansion. An understanding of
Manifest Destiny as historical circumstances in the 1840s is demonstrated but with limited support.
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Anchor Paper – Document-Based Essay—Level 2 – C
The United States expanded its territory on the North American
continent in the 1840’s and then expanded its territories overseas
between 1890-1917. These periods of expansion had both positive and
negative effects on the United States as well as the rest of the world.
The territorial expansion in the 1840’s was supported by many
ideas. According to Hayne’s, one reason for United States expansion
was that it would provide unlimited economic opportunities for future
generations. (Doc 1). This meant that new territory would lead to
economic growth. According to Faber, one reason for interest in the
Oregon Territory was for fertile soil (Doc 2). Fertile soil would benefit
the U.S. because it would lead to more agriculture. There are severals
reasons for the expansion in the 1840’s.
Westward expansion led to both positive and negative effects.
According to Billington, westward expansion led to a fued between
those that wanted free states and those that wanted slave states (Doc 3).
As a result, North America was split between free and slave states.
Congress established a line to determine which states would be free
and which would be slave. However, some states were on the line.
According to Mary Beth Norton, one positive effect of expansion was
gold mining in california (Doc 4). Expansion led to an increase in
natural resources. In conclusion, there are many positive and negative
effects of westward expansion.
There were many reasons for overseas expansion in the 1890’s–1917.
According to Bailey, one reason for overseas expansion is that the U.S.
was a major producer of steel and other goods that were crying for
oversea markets (Doc 5b). Expanding trade with other nations would
benefit the U.S. economy. According to James, we should annex
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Anchor Paper – Document-Based Essay—Level 2 – C
Hawaii because it was the most fertile place in the world (Doc 6). There
are many reasons for overseas expansion.
There are both positive and negative effects of overseas expansion.
One negative effect of the annexation of the Philippines was that over
200,000 Filipino’s died (Doc 8). There were also several positive effects of
overseas expansion. For example, the United States established
undisputed dominance of the Caribbean and had extended U.S
influence to Asia (Doc 9a). Lastly, the United States financially
supervised the Dominican Republic, Haiti, and Nicaragua (Doc 9a). The
United States were benefitial to countries that couldnt support
themselves. In conclusion, overseas expansion had both positive and
negative effects.
Both westward and overseas expansion had positive and negative
effects on the world. Westward expansion led to the dispute over slave vs
free states and overseas expansion led the U.S. to becoming the
international police force for the world.
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [65] Vol. 2
Anchor Level 2-C
The response:
Minimally develops all aspects of the task
Is primarily descriptive (1840s expansion: would provide unlimited economic opportunities for
future generations; fertile soil would benefit the United States because it would lead to more
agriculture; led to a feud between those who wanted free states and those who wanted slave states;
expansion between 1890 and 1917: United States major producer of steel and other goods that
were crying for overseas markets; Hawaii was the most fertile place in the world; United States
beneficial to countries who could not support themselves); includes faulty and weak application
(1840s expansion: North America split between slave and free states)
Incorporates limited relevant information from documents 1, 2, 3, 4, 5, 6, 8, and 9
Presents little relevant outside information (1840s expansion: Congress established a line to
determine which states would be free and which would be slave; expansion between 1890 and
1917: led to the United States becoming international police force for the world)
Includes few relevant facts, examples, and details (1840s expansion: Oregon Territory; gold
mining in California; increase in natural resources; expansion between 1890 and 1917: Philippines
annexed; undisputed dominance of the Caribbean; financially supervised Dominican Republic,
Haiti, and Nicaragua)
Demonstrates a general plan of organization; includes an introduction that restates the theme and a
conclusion that states an effect of both periods of expansion
Conclusion: Overall, the response fits the criteria for Level 2. The treatment of both periods of
expansion is dominated by a methodical presentation of document information. A few good
conclusions and limited relevant outside information are provided with little or no explanation.
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U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [67] Vol. 2
Anchor Paper – Document-Based Essay—Level 1 – A
Expansion has been a major key to the power of the United States
since the very beginning. It has affected not only our own country,
but every other country as well in both a positive and negative way.
Two major expansions of the US include westward expansion and
overseas expansion.
Westward expansion provided a backbone for the American
economy. The development of railroads (Doc. 4) provided transportation
for both people and goods. Materials and workers could now easily
travel and inhabit new land with factories, homes, mines, etc. It also
provided new natural resources that we were unable to acquire
anywhere outside of the (Doc. 1) west. Westward expansion provided
the economic boom our country needed to launch us into the direction
of success. After years of successful expansion throughout our own
nation, we decided it was time to step things up and become a world
power. (Doc. 5b) We annexed the Phillipines, (Doc. 8), Hawaii (Doc. 6),
and took control of most of the Carribean (Doc. 9). All for similar
reasons, for power and for economic benefits. By acquiring these
lands we became a world power.
The US expanding both nationally and internationally affected the
entire world.
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [68] Vol. 2
Anchor Level 1-A
The response:
Minimally addresses some aspects of the task
Is descriptive (1840s expansion: provided a backbone for the American economy; development of
railroads provided transportation for both people and goods; provided economic boom our country
needed to launch us into the direction of success; expansion between 1890 and 1917: after years of
successful expansion throughout our own nation, we decided to become a world power; gained
power and economic benefits); includes faulty application (expansion between 1890 and 1917:
took control of most of Caribbean)
Includes minimal information from documents 1, 4, 5, 6, 8, and 9
Presents no relevant outside information
Includes few relevant facts, examples, and details (1840s expansion: new land with factories,
homes, mines; new natural resources; expansion between 1890 and 1917: annexed Philippines and
Hawaii)
Demonstrates a general plan of organization; includes an introduction and a brief conclusion that
overstate the effects of United States expansion
Conclusion: Overall, the response fits the criteria for Level 1. The response fails to address the
historical circumstances for either period of expansion. Although positive effects of expansion are
mentioned, the lack of explanation detracts from the effort.
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [69] Vol. 2
Anchor Paper – Document-Based Essay—Level 1 – B
The United States increased it’s territorys on the North American
Continent in the 1840’s and then expanded it’s territory overseas
between 1890 and 1917. With the gain of national soil in the Mexican
war and with expanding our international borders with the gain of
forign colionies like Philippines and Hawaii. These periods of
expansion had ups and downs to how the United States and others
were effected by this.
After a period of Isolation to urbinize and strengthen the US we
had become contaned to the east coast. As a push for expanshion came
abut the Manifest Destiany was made to incurige people to move west.
In Doc 1 Sam W. Haynes States that the US has to grow in order to
survive and that it would make us stronger as a nation. Doc 3 talks
of the gain of the western territorys after the mexiocan war and if they
should alow slaves in these newly acuired States or if they should be
free. Doc 4 talks of all the expanshion of the railroads and the natives
the revolted against us taking there land. Doc. 6 talks of the gain of
hawaiia and all its tropical fruit + coffee and cocco that can be
exported to increase the economie. Doc 7 talks of the fight with Spain
and the gain of the Philipens and what we should do with them.
The United States is a Super power in todays society because of it’s
increasing and unremiting need for more land, more resorcies, and
more power. It starts nationaly with western movement till there was
no more west to go. Then the international gains of coliones all over to
increase international power. I believe the US is the strongest country
now because it’s never satisfing need for more.
Anchor Level 1-B
The response:
Minimally addresses the task
Is descriptive (1840s expansion: Manifest Destiny made to encourage people to move west; United
States had to grow to survive and make us stronger as a nation; if they should allow slaves in new
states; natives revolted against United States taking their land; expansion between 1890 and 1917:
gain of Hawaii and its tropical fruit, coffee, and cocoa that could be exported to increase economy);
includes faulty application (1840s expansion: United States had become contained to the East
Coast; expansion between 1890 and 1917: international gains of colonies all over to increase
international power; Philippines and Hawaii were foreign colonies)
Includes minimal information from documents 1, 3, 4, 6, and 7
Presents no relevant outside information
Includes few relevant facts, examples, and details (1840s expansion: Mexican War; expansion
between 1890 and 1917: international borders expanded; fight with Spain and gain of Philippines)
Demonstrates a general plan of organization; does not clearly identify which aspect of the task is
being addressed; includes an introduction that mentions an example for both periods of expansion
and a conclusion mentions the effects of expansion
Conclusion: Overall, the response fits the criteria for Level 1. Brief summaries of relevant document
information demonstrate a limited understanding of the task. Unclear connections to the task and
insufficient development weaken the response.
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [70] Vol. 2
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [71] Vol. 2
Document-Based Essay—Practice Paper – A
American expansion, both in the 1840s and between 1890 and
1917, had both positive and negative effects on the US and the world.
Manifest Destiny and the territories acquired during the 1840s
resulted in increased tension between the North and South, while also
allowing for development in both the economy and infrastructure.
Later, between 1890 and 1917, the acquisition of overseas territories
established the US as a world power, but also led to a foreign policy
that contradicted with the nations foundation.
In 1783 the Union started with 13 states and by 1861 there were
over 30 states. In the 1840s Americas belief in Manifest Destiny led
to acquiring a large amount of territory after winning the Mexican-
American War. That territory as well as the Louisiana Purchase
largely accounted for the increase in the number of states between
1783 and 1861. Ports, farmland, and access to foreign markets
gained from this territory added to Americas prosperity strengthening
the republic. One of the hottest debates in the US after the Mexican-
American War was whether or not the new land should be made into
slave or non-slave states. More slave states than non-slave states
would increase the power of the South (Doc 1). Since many in the
North didnt want the South to have more power, they wanted the new
land to be slave free. The economic interests of the North and South
were very different. The disagreement furthered tensions between the
North and South as did the congressional compromise that
temporarily ended those tensions. Expansion and the issue of slavery
would lead to the Civil War (Doc 3).
However, the expansion of the US from coast to coast brought good
things, as well. Railroads flourished to support an economy that was
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [72] Vol. 2
Document-Based Essay—Practice Paper – A
interdependent across thousands of miles of land. Railroads led to new
towns and businesses throughout the west. Farmers and others became
dependent on railroads to ship crops and receive goods from the east.
The west became a thriving center for agriculture, and mining
operations which were very profitable. Ports on the Pacific such as San
Francisco were good for shippers. Railroad connections to ports on the
Pacific created new foreign and domestic markets. Cattle trails out of
Texas connected to railroads and meatpacking plants in cities such as
Chicago (Doc 4).
Overseas territories acquired from 1890 to 1917 allowed again for
the expansion of a booming economy (Doc 5b). At the end of the Civil
War there was a new emphasis on investing money in new
businesses. Increased factory output at times became a problem of
overproduction. New efficient machinery sometimes led to low prices
and profits for farmers because they produced too much. An increase
in domestic markets was not enough to keep the economy strong.
Overseas markets became necessary to avoid an “explosion”. Overseas
ports and new investments in places such as Hawaii were other
reasons for expansion. Overseas territories also established the US as a
world power that other countries would want to do business with. This
period would bring (Doc 9a) the US into a position of global power,
and began its transformation from an isalated ex-colony to a country
respected by its economic competitors in Europe.
On the other hand, the possession of colonies seemed to contradict
the foundation of the US, which itself was born from an overseas
colony of Great Britain. Countries owning colonies believed that
controlling them was in the best interests of the colonized people: an
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [73] Vol. 2
Document-Based Essay—Practice Paper – A
example would be the Philippines. After the Spanish-American War, the
Filipinos expected independence from the US since they had been
helped by the Filipinos in that war. However, the US failed to grant
them their independence believing they were unfit to govern
themselves (Doc 7). Obviously, the Filipinos felt differently. The US’s
acquisition of the Philippines had a negative impact on both the US
and the Filipino people. The Filipinos fought the US for their
independence with many lives lost on both sides. Winning the war
meant that the US had to worry about building up a country
thousands of miles away and protecting it.
Territorial expansion has its ups and downs. In the 1840s the US
faced growth and internal tensions as a result of new lands. Between
1890 and 1917, the country became an international power with the
acquisition of overseas territories; however, other peoples suffered as a
result of this expansion.
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [74] Vol. 2
Document-Based Essay—Practice Paper – B
During the 1840’s the United States started to expand its territory
westward. Similarly, during the period of 1890–1917, the United
States expanded overseas to new territory. Both of these time periods
show Americas steps toward becoming a world power. The expansion of
United States territory proved to be both positive and negative to the
United States and other people.
The 1840’s was a time for the United States to expand to the
American West”. During this time many Americans believed in the
idea of Manifest Destiny. Manifest Destiny was the belief that people
should expand westward and develop there. The popular saying
attached to Manifest Destiny was “to expand from sea to shining sea.”
Also, during the 1840’s slavery was becoming an emerging issue and
the North and South faced conflict. There were many positive effects to
westward expansion. When the U.S. expanded West many American
businesses gained access to foreign markets. (Doc 1). This access to
foreign markets allowed for more new products to be introduced into
America and trade aided the American economy. Also, the Oregon
Territory proved to be a beneficial addition to Americas expansion.
America was interested in the Oregon Territory because it had a lot of
fertile soil to aid agricultural growth (Doc 2). As more Americans
moved west, railroads connected the East and West coasts and gold
became a big factor to moving west (Doc 4). Railroads played a huge
role in connecting the coasts allowing for new trading goods. Also, the
California Gold Rush proved to attract many people to go west.
However, westward expansion did have some negative effects. While
gaining new territory was beneficial it strained the slavery issue.
During the Mexican War, as land was aquired, people wanted to
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [75] Vol. 2
Document-Based Essay—Practice Paper – B
expand slavery while others did not (Doc 3). The Missouri Compromise
had split slavery equally, but with new territory it messed up the
system. Southerners wanted to expand slavery west, but Northerners
did not (Doc 1). Also, there was many issues with Indians moving
west (Doc 4). Indian Reservations were attacked causing tension.
During this period expansion aided and detrimented Americans.
During the time period 1890–1917, America decided to expand
overseas. This expansion had negative and positive effects on the U.S.
and other people. During this time America was expanding overseas to
become a world power. Overseas trading and land became important to
big nations like America, Britain, Spain and France. The positive
effects of overseas expansion included Hawaiis economic benefit and
the Philippines land. Hawaii was annexed because the islands proved to
help Americas economy through the cultivation of sugar and coffee
(Doc 6). These items became important in America and Hawaii, being
an island, had many harbors to foreign ports (Doc. 6). The Philippines
were annexed for many reasons to benefit America. It kept the islands
out of Spains reach, hurt France and Germany and were made into
Americans (Doc 7). The spread of American ideals helped America
gain more people and land. However, there was negative effects, too.
When the U.S. annexed the Philippines there was a conflict and many
casualties occurred (Doc 8). Both sides, Americans and Philippines,
died due to fighting or disease. This hurt Americas population.
Overseas expansion proved to be positive and negative.
During both the 1840’s and the time from 1890–1917 American
expansion westward and overseas proved to be positive and negative.
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [76] Vol. 2
Document-Based Essay—Practice Paper – C
The US needed to expand in the 1840s and 1890s. They took over
many Latin American and Pacific countries in order to achieve the
goals they strived for. In the 1840s, the US was becoming overcrowded,
so they moved west, In the 1890s, they wanted to show Europe that
they were a superpower so they started taking over Latin American
and Pacific Ocean Countries. Both ended up positive because they
gained a lot of land and resources and they saw the US as a
superpower in Europe at the time. The US had a positive effect from
expansion in the 1840s by gaining land west and gaining natural
resources in that land while during the 1890s (positively), they
gained land in the Pacific and in Latin America and gained
military power and economic resources from this land.
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [77] Vol. 2
Document-Based Essay—Practice Paper – D
The United States expanded its territory within North America in
the 1840’s to make the US a powerful more economically sound
nation. Then in the late 1800’s to 1917 the US began expanding its
territory overseas again to get new markets and to help make the US a
world power. During both periods spreading democratic ideas was also
important. The United States in expanding its territory effected the
US and the people of the territories but not always in a positive way.
The United States became interested in Manifest Destiny and
expansion in the 1840s and many thought of it as almost all positive.
Expansion would provide economic opportunities and room for the
population to grow. However the expansion effected many people in a
negative way. Document 3 shows how early expansion, with the
territories gained in the Mexican war, hurt the country almost
immediately. The territories gained such as California left the US
government debating about if the territories should be free or slave
states, this included the states of the North arguing with the South
over how power and say in government would be swung depending on
whether new states were free or slave. This was one of the main
arguments that led up to the Civil war in 1861 after Lincolns
election. However, the country was being torn apart and the South was
talking about not staying in the Union as early as 1848 when the
Mexican War ended. Another negative of US expansion of its territory
was that many Native Americans died or were forced to leave their
land because they were often living on or near land wanted by whites.
Document 4 shows a map of the American West from 1860–1890, and
it shows some of the major Indian battles that took place over land
disputes and treaties that were not honored. Obviously the US
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [78] Vol. 2
Document-Based Essay—Practice Paper – D
government won most battles because the US had better supplies and
technology than the Native Americans did, and were often better
organized. The map also shows some of the reservations the Native
Americans were put on. Some of these reservations were very small
and squeezed many Native Americans onto undesirable land, and
did not give the Indians a good way of life, or one that they were used
to. When the US wanted to expand overseas in the 1890s many
Americans once again saw economic benefits but there were others who
questioned our methods. The Philippine American War was a result of
the Filipinos not getting independence after the Spanish American
War. Similar to the Native Americans, expansion had led to conflicts.
Warren Zimmerman, diplomat for the US, was interviewed and said
that, “the estimates for that go as high as 200,000 Filipinos dead of
disease during the war…”, which is only the death from disease part of
the fight for the Philippines. That does not account for the people
actually killed in the gurella style warfare for the independence of
Philippines.
Not all was bad in the expansion of US territories, considering the
US completed the idea of manifest destiny and became a potential
world power. Document 1 talks about how the US expanding from coast
to coast, or Manifest Destiny, was a good idea because territorial
growth would strengthen the Republic and give the US greater access
to lucrative foreign markets. This was true, because pretty much as
soon as the US got all the way from coast to coast the US gained
valuable resources within the country, such as gold in California
which led to the goldrush of 1849 and 1850’s. Another huge part of
achieving Manifest Destiny was acquiring Oregon. Document 2
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [79] Vol. 2
Document-Based Essay—Practice Paper – D
shows how making Oregon apart of the US would help the nation
prosper. Americans saw Oregon as fertile soil for the nations
agricultural development and for future markets for farm surpluses
of the Northwestern states. Document 5b shows how the US expanding
and gaining territories outside of the US would be good for US
economy. The US expanding overseas would give it many more
opportunities to trade and sell resources to other nations. It was good
for the US to acquire new markets. Hawaii was a huge important
territory for the US, Document 6 shows how the annexation of Hawaii
would benefit the US economically and agriculturally. Hawaii is
located in one of the most fertile part of the world and could grow
valuable crops such as sugar and coffee, along with fruits. Hawaii
would also be valuable because of the many ports it had.
There were many positive and negative effects on people and other
countries with the United States expansion. Many of the positive
effects helped shape the US into the world power that it is today,
however many people suffered consequences of US expansion. Both
periods, 1840’s and late 1800’s to early 1900’s, were essential to the
growth and development of the United States.
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [80] Vol. 2
Document-Based Essay—Practice Paper – E
Throughout the 1800s and into the 1900s, the United States was
undergoing territorial expansion. As part of the idea of manifest
destiny, Americans pushed west ward across North America before
expanding to Caribbean and Pacific islands. This massive expansion
effort, as does any political decision, had major implications that both
helped and harmed the United States.
An important time of expansion was the 1840s. In this decade, new
frontiers and economic opportunities opened. Proponents of this
expansion believed that it was essential to a strong economy. They
believed that Jeffersons ideal of an agrarian republic of small
independent farmers would be upheld as new farmlands were
incorporated as American territory. (Document 1). His purchase of the
Louisiana Territory from France and getting control of the
Mississippi River started the United States on its way to manifest
destiny. If no expansion occurred, America would become more
urbanized and lose its agrarian character. He did not see Americas
future in cities. Expansion brought new inexpensive opportunities to
farm, such as the lush farmlands of the Oregon territory and
California (Document 2). The British gave up some of its claims to the
Oregon territory in a treaty. The Mexican-American War led the
Mexicans to sign a treaty giving up its claims to California. The
United States had seen both of those countries standing in the way of
manifest destiny. The West also promised gold, silver, and other
material riches that would attract people from all over the world.
(Document 4). However, in California, Asians were discriminated
against. Settlers would also encounter Native Americans, who had
occupied the West for centuries. Years of conflict and resettlement of
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Document-Based Essay—Practice Paper – E
this group on reservations is regarded as a tragedy in American
history. Despite these downfalls by expanding west, Americans found
not only the lush soil and the precious metals they desired but also
ports along the California coast. Controlling these ports led to
increased trade with Asia, also bolstering Americas economy. A boost
to the Southern economy would come from adding more territory
where cash crops could be grown by slaves. The annexation of Texas
and the territory added after the Mexican-American War caused the
North and South to argue over whether slavery could be established in
those areas. As hopes for a larger slave empire, more political power, and
compromise failed, the South started talking about leaving the Union
(Document 1). West ward expansion in the 1840s, despite resistance
and growing sectionalism led to an economic boost for the United
States.
At the end of the nineteenth century and into the early twentieth
century, the United States expanded overseas. As was the case earlier
in American colonial history and in other mercantilist societies, a
primary reason for expansion was to strengthen the economy
(Document 5b). Through expansion, companies could sell their
products to new markets around the world when production increased
faster than Americans could consume it. However economic expansion
had already taken place overseas as American businessmen invested
money in Cubas sugar plantations and Hawaiis tropical products.
This gave the United States influence in both countries. These islands
would also be good for our expanding navy. After the Spanish-
American War, the United States gave Cuba its independence but
established a naval base at Guantanamo (Document 9b). Also during
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Document-Based Essay—Practice Paper – E
that war the United States annexed Hawaii where investors could
further develop agriculture for export and actually control its ports for
our own shipping and commercial needs (Document 6). The
Philippines would be a good stopover for American ships going to
Japan and China. At the time, Americans also felt the holy duty of the
United States was to Christianize the peoples it considered inferior
(Document 7). Like the earlier expansion into Native American
territory, the expansion into new lands at the turn of the century
sometimes created conflict. In the Philippines, right after the Spanish-
American War in which the United States aquired the Philippines.
Filipino nationalists went to war with the United States in the same
way they fought against their Spanish oppressors (Document 8). The
United States fought the Filipinos who wanted their liberty and
freedom from colonial rule. A brutal war left the Filipinos angry and
disappointed. In Latin America, numerous military interventions
were necessary to make certain those nations were financially stable
and that European imperialists would stay out of the Western
Hemisphere. (Document 9b). One of the largest interventions was the
one when the United States supported Panama in a revolution against
Colombia which led to the Panama Canal, which had an indisputably
positive impact on trade by shortening the sea route around the
Americas. However Latin American nations often saw the United
States as a threatening nation which misused its power. Imperialistic
practices also put the United States on the world stage, and although
some attempted to preserve isolationism, the United States eventually
became a global power. (Document 9) Regardless, this bout of
expansion did open up new markets for American industries. Through
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Document-Based Essay—Practice Paper – E
the Spanish-American War and the annexation of Hawaii, the United
States became a world power.
One of the major trends of American history is manifest destiny:
the goal to expand the United States. Expansion, both in the West and
overseas, brought economic opportunities along with war to the United
States and helped it fulfill that destiny.
Practice Paper A—Score Level 3
The response:
Develops all aspects of the task in some depth
Is more descriptive than analytical (1840s expansion: in 1783, Union started with 13 states,
and by 1861, there were over 30 states; ports, farmland, and access to foreign markets gained
from new territory added to America’s prosperity, strengthening the republic; debate in
United States whether new land should be slave or non-slave states; more slave states would
increase power of South; railroads flourished to support interdependent economy; West, a
thriving center for agriculture and mining operations; railroad connections to ports on Pacific
created new foreign and domestic markets; expansion between 1890 and 1917: countries
owning colonies believed controlling them was in the best interests of people; United States
failed to grant Filipinos independence on basis they were unfit to govern themselves; United
States had to worry about building up a country thousands of miles away and protecting it)
Incorporates some relevant information from documents 1, 3, 4, 5, 7, 8, and 9
Incorporates relevant outside information (1840s expansion: congressional compromise
temporarily ended tensions between North and South; expansion and issue of slavery would
lead to Civil War; farmers dependent on railroads to ship crops and receive goods from East;
expansion between 1890 and 1917: new emphasis on investing money in new businesses;
began United States transformation from isolated ex-colony to a country respected by its
economic competitors in Europe; possession of colonies seemed to contradict foundation of
United States which was born from an overseas colony of Great Britain)
Includes some relevant facts, examples, and details (1840s expansion: Manifest Destiny;
Mexican-American War; expansion between 1890 and 1917: global power; Spanish-
American War; Filipinos fought United States)
Demonstrates a satisfactory plan of organization; includes an introduction and a conclusion
that state positive and negative effects of expansion for both periods
Conclusion: Overall, the response fits the criteria for Level 3. Although the discussion of
expansion in the 1840s includes some good analytic statements and recognition of the
contradictory nature of overseas expansion in the 1890s is good, additional supporting facts and
details would have enhanced the response.
Practice Paper C—Score Level 1
The response:
Minimally addresses some aspects of the task
Is descriptive (1840s expansion: United States becoming overcrowded so they moved west;
expansion between 1890 and 1917: gained military power and economic resources); lacks
understanding and application (expansion between 1890 and 1917: wanted to show Europe they
were a superpower so started taking over Latin American and Pacific Ocean countries; they saw
the United States as a superpower in Europe)
Includes minimal information from documents 1, 6, and 9
Presents no relevant outside information
Includes very few relevant facts, examples, and details (1840s expansion: gained land in West and
natural resources; expansion between 1890 and 1917: gained land in Pacific and Latin America)
Demonstrates a weakness in organization; lacks focus
Conclusion: Overall, the response fits the criteria for Level 1. Document information is used to make
general statements. Although the response lacks supporting facts and details, it does provide a limited
understanding of United States expansion.
Practice Paper G—Score Level 2
The response:
Minimally develops all aspects of the task
Is primarily descriptive (1840s expansion: Americans believed in idea of Manifest Destiny; slavery
emerging issue and North and South faced conflict; American businesses gained access to foreign
markets; new products introduced into America and trade aided American economy; railroads
connected East and West coasts; gold big factor to moving west; new territory strained slavery
issue; expansion between 1890 and 1917: overseas trading and land important to nations such as
America, Britain, Spain, and France; Hawaii helped economy through cultivation of sugar and
coffee; Hawaii had many harbors; annexation kept Philippines out of Spain’s reach); includes
faulty application (1840s expansion: Missouri Compromise had split slavery equally; Indian
reservations attacked causing tension)
Incorporates limited relevant information from documents 1, 2, 3, 4, 6, 7, and 8
Presents little relevant outside information (1840s expansion: popular saying attached to Manifest
Destiny was “to expand from sea to shining sea”; California Gold Rush attracted many people)
Includes few relevant facts, examples, and details (1840s expansion: Oregon Territory; fertile soil
aid to agricultural growth; Mexican War; expansion between 1890 and 1917: world power; Hawaii
annexed; conflict in Philippines; Americans and Filipinos died due to fighting and disease)
Demonstrates a general plan of organization; includes an introduction that restates the theme and a
brief conclusion
Conclusion: Overall, the response fits the criteria for Level 2. Document information frames the
response and is strung together to address all aspects of the task. Although some good statements are
included, the lack of supporting facts and details detract from their effectiveness.
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [84] Vol. 2
Practice Paper B—Score Level 2
Practice Paper C—Score Level 1
Practice Paper D—Score Level 3
The response:
Develops all aspects of the task in little depth
Is more descriptive than analytical (1840s expansion: expansion would provide economic
opportunities and room for population to grow; Northern states argued with the South over
power and say in government; territorial growth would strengthen republic and give United
States greater access to lucrative foreign markets; Oregon had fertile soil for agricultural
development and for future markets; expansion between 1890 and 1917: Philippine-
American War result of Filipinos not getting independence after Spanish-American War;
gave United States more opportunities to make and sell resources to other nations;
annexation of Hawaii would benefit United States economically and agriculturally)
Incorporates some relevant information from documents 1, 2, 3, 4, 5, 6, and 8
Incorporates some relevant outside information (1840s expansion: whether new states were
free or slave was one of main arguments leading to Civil War; many Native American
Indians died or forced to leave land because land wanted by whites; United States won most
battles because of better supplies and technology than Native American Indians)
Includes some relevant facts, examples, and details (1840s expansion: Mexican-American
War; Manifest Destiny; gold rush of 1849 and 1850s; expansion between 1890 and 1917:
200,000 Filipinos died of disease; Hawaii for sugar, coffee, and fruits; many ports in Hawaii)
Demonstrates a satisfactory plan of organization; includes an introduction and a conclusion
that are slightly beyond a restatement of the theme
Conclusion: Overall, the response fits the criteria for Level 3. Although not effectively
integrated, relevant document and outside information support some analytic statements about
the effects of expansion. An element of comparison and some well-explained conclusions
strengthen the discussion.
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [85] Vol. 2
The response:
Develops all aspects of the task for territorial expansion in the 1840s and for territorial expansion
between 1890 and 1917
Is both descriptive and analytical (1840s expansion: if no expansion, America would become more
urbanized and lose its agrarian character; Britain and Mexico seen as standing in way of Manifest
Destiny; settlers encountered Native Americans who had occupied west for centuries; boost to
southern economy would come from adding more territory where cash crops could be grown;
annexation of Texas and territory added after Mexican-American War caused North and South to
argue over whether slavery could be established in those areas; expansion between 1890 and 1917:
after Spanish-American War, United States gave Cuba independence but established naval base at
Guantanamo; Filipino nationalists went to war with United States; Filipinos wanted liberty and
freedom from colonial rule; brutal war left Filipinos angry and disappointed; Latin American
nations often saw United States as misusing its power; although some attempted to preserve
isolationism, United States became a global power)
Incorporates relevant information from all the documents
Incorporates relevant outside information (1840s expansion: Jefferson’s ideal of an agrarian
republic of small independent farmers upheld as new farmlands were incorporated; as hopes for
larger slave empire, more political power, and compromise failed, South started talking about
leaving Union; expansion between 1890 and 1917: companies could sell products to new markets;
American businessmen invested money in Cuba’s sugar plantations and Hawaii’s tropical products;
Philippines, a good stopover for American ships going to Japan and China; in Latin America,
interventions necessary to make certain nations were financially stable and to keep European
imperialists out of Western Hemisphere; United States supported Panama in revolution against
Colombia)
Supports the theme with relevant facts, examples, and details (1840s expansion: gold and silver;
ports along California coast; increased trade with Asia; expansion between 1890 and 1917: Panama
Canal; opened markets for United States industries)
Demonstrates a logical and clear plan of organization; includes an introduction and a conclusion
that state the United States pushed westward and beyond as part of Manifest Destiny
Conclusion: Overall, the response fits the criteria for Level 4. Good historical insights support a
discussion that integrates the circumstances surrounding each period of expansion and the positive and
negative effects for both. Additional supporting facts and details would have strengthened the
discussion.
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [86] Vol. 2
Practice Paper E—Score Level 4
United States History and Government Specifications
January 2018
Part I
Multiple-Choice Questions by Standard
Standard Question Numbers
1—United States and New York History
3, 9, 12, 13, 14, 15, 16, 19, 20, 22, 24, 25, 26,
28, 32, 33, 34, 36, 37, 38, 43, 47
2—World History 35, 41, 44, 45, 48
3—Geography 1, 2, 31
4—Economics 11, 17, 18, 21, 29, 30, 40, 49
5—Civics, Citizenship, and Government 4, 5, 6, 7, 8, 10, 23, 27, 39, 42, 46, 50
Parts II and III by Theme and Standard
Theme Standards
Thematic Essay
Constitutional Principles;
Places and Regions;
Government; Presidential
Decisions and Actions;
Reform Movements;
Foreign Policy; Migration
Standards 1, 2, 3, 4, and 5:
United States and New York
History; World History;
Geography; Economics;
Civics, Citizenship, and
Government
Document-based Essay
Places and Regions;
Presidential Decisions and
Actions; Foreign Policy;
Environment; Migration;
Constitutional Principles
Standards 1, 2, 3, 4, and 5:
United States and New York
History; World History;
Geography; Economics;
Civics, Citizenship, and
Government
Notes:
Part I and Part II scoring information is found in Volume 1 of the Rating Guide.
Part III scoring information is found in Volume 2 of the Rating Guide.
U.S. Hist. & Gov’t. Rating Guide – Jan. ’18 [87] Vol. 2
Submitting Teacher Evaluations of the Test to the Department
Suggestions and feedback from teachers provide an important contribution to the test
development process. The Department provides an online evaluation form for State assess-
ments. It contains spaces for teachers to respond to several specific questions and to make
suggestions. Instructions for completing the evaluation form are as follows:
1. Go to http://www.forms2.nysed.gov/emsc/osa/exameval/reexameval.cfm
.
2. Select the test title.
3. Complete the required demographic fields.
4. Complete each evaluation question and provide comments in the space provided.
5. Click the SUBMIT button at the bottom of the page to submit the completed form.
The Chart for Determining the Final Examination Score for the January 2018
Regents Examination in United States History and Government will be posted on
the Department’s web site at: http://www.p12.nysed.gov/assessment/
on the day
of the examination. Conversion charts provided for the previous administrations
of the United States History and Government examination must NOT be used
to determine students’ final scores for this administration.