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 i

Supply Chain
Logistics
Management
 ii

The McGraw-Hill Series in Operations and Decision Sciences

SUPPLY CHAIN MANAGEMENT

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Second Edition

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 iii

Supply Chain
Logistics
Management
Fifth Edition

Donald J. Bowersox
David J. Closs
M. Bixby Cooper
John C. Bowersox
Michigan State University
 iv

SUPPLY CHAIN LOGISTICS MANAGEMENT, FIFTH EDITION

Published by McGraw-Hill Education, 2 Penn Plaza, New York, NY 10121. Copyright © 2020 by
McGraw-Hill Education. All rights reserved. Printed in the United States of America. Previous
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ISBN 978-0-07-809664-8
MHID 0-07-809664-2

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Library of Congress Cataloging-in-Publication Data

Bowersox, Donald J., author.

Supply chain logistics management/Donald J. Bowersox [and three others].
Fifth edition. | New York : McGraw-Hill, [2020] | Includes bibliographical references and index.
LCCN 2018041848 | ISBN 9780078096648 (student edition : alk. paper)
LCSH: Business logistics.
LCC HD38.5 .B697 2020 | DDC 658.7—dc23
 LC record available at https://lccn.loc.gov/2018041848

The Internet addresses listed in the text were accurate at the time of publication. The inclusion of a
website does not indicate an endorsement by the authors or McGraw-Hill Education, and McGraw-
Hill Education does not guarantee the accuracy of the information presented at these sites.

mheducation.com/highered
 v

This book is dedicated to the memory of

Dr. Donald J. Bowersox, visionary, mentor,
and friend and one of the founders of the
academic disciplines of logistics and supply
chain management. Don passed away as the
fourth edition was being completed, but his
legacy lives on in this fifth edition. Don’s
legacy will live on through the many
contributions to the theory and practice of
logistics and supply chain management that
will continue through his family, students, and
colleagues.
The authors would also like to recognize
their families for their encouragement and
patience because they ultimately pay the
dearest price.
 vi

About the Authors

Donald J. Bowersox (1932–2011) is the former University Professor and
Dean Emeritus at Michigan State University. He received his Ph.D. at
Michigan State and worked with industry throughout this career. He is the
author of numerous articles in publications such as the Harvard Business
Review, Journal of Marketing, Journal of Business Logistics, and Supply
Chain Management Review. Bowersox was the co-author of what is widely
recognized as the first Supply Chain academic text: Physical Distribution
Management—Logistics Problems of The Firm, first published in 1961. He
is the co-author of Start Pulling Your Chain: Leading Responsive Supply
Chain Transformation, published in 2008. Throughout this career,
Bowersox led a number of industry-supported research studies investigating
the best practices of Logisticians in North America and around the world.
Bowersox is recognized by many as the “Grandfather of Supply Chain” and
was recognized by the Council of Supply Chain Management (CSCMP)
receiving both the Distinguished Service Award (1966) and in 2011, after
his death, with the renaming of the annual Doctoral Symposium in his
honor as the Donald J. Bowersox Doctoral Symposium. Don’s memory and
many accomplishments are cherished and live on in his family, friends, and
industry peers.

David J. Closs is the John H. McConnell Chaired Professor of Business

Administration and former Chairperson in the Department of Supply Chain
Management at Michigan State University. He received his Ph.D. in
marketing and logistics from Michigan State. Dr. Closs is the author and
coauthor of many publications in journals, proceedings, and industry
reports. He was also a principal researcher for World Class Logistics: The
Challenge of Managing Continuous Change and 21st Century Logistics:
Making Supply Chain Integration a Reality. Dr. Closs is a frequent speaker
at industry and academic conferences and presenter at executive education
programs. Dr. Closs formerly served as the editor of the Journal of Business
Logistics.

M. Bixby Cooper is an Associate Professor emeritus in the Department

of Supply Chain Management at Michigan State University. He is coauthor
of three texts on distribution and logistics, including World Class Logistics:
The Challenge of Managing Continuous Change and Strategic Marketing
Channel Management. He is also coauthor of Managing Operations Across
the Supply Chain published by McGraw-Hill. He served for four years on
the Executive Board of the International Customer Service Association as
head of the Research and Education Committee.

John C. Bowersox is the Director—Inbound Transportation for True

Value Company. He is a graduate of Michigan State University. John is
currently responsible for the Strategic and Operational oversight of True
Value’s Global Inbound Logistics program. Prior to joining True Value,
John worked for the Kohler Co., where he held positions in Operations,
Customer Service, Logistics, and Strategic Purchasing within the
company’s Kitchen and Bath Americas as well as Ann Sacks Tile & Stone
operating divisions. Mr. Bowersox, in conjunction with his brother Ed and
late father Donald, was the recipient of the DSC Movers and Thinkers
Award for Innovation in Supply Chain Management. He is an active
member of the Council of Supply Chain Management Professionals
(CSCMP), a charter member of the Young Professionals Committee, and
prior member of the Board of Directors. A close follower of academic and
industry research, he is a frequent contributor at industry conferences.
 vii

Preface
Over the last eight decades, the discipline of business logistics has advanced
from the warehouse floor and transportation dock to the boardroom of
leading global enterprises. We have had the opportunity to be actively
involved in this evolution through research, education, and advising. Supply
Chain Logistics Management encompasses the development and
fundamentals of the logistics discipline within a supply chain framework. It
also presents our vision of the future for business logistics and supply chain
management and their role in enterprise competitiveness.
Although individually and collectively the four authors have written
extensively on various aspects of logistics and supply chain management,
the decision to initially write and subsequently revise Supply Chain
Logistics Management represents the synthesis of many years of research,
augmenting and, in many ways, supplanting earlier works of the authors
published by McGraw-Hill. The union of ideas presented in this text
provides an integrated supply chain framework for the study of logistics,
serves to expand the treatment of supply chain management by placing it
firmly in the context of integrated business strategy, and highlights the
increasing importance of logistics in the supply chains supporting a global
economy.
Logistics includes all the activities required to move product and
information to, from, and between partners in a supply chain. The supply
chain provides the framework for businesses and their suppliers to jointly
deliver goods, services, and information efficiently, effectively, relevantly,
and in a sustainable manner to consumers. Supply Chain Logistics
Management presents the mission, business processes, and strategies
needed to achieve integrated logistical management. We hope the text
achieves three fundamental objectives: (1) presents a comprehensive
description of existing logistical practices in a global economy, (2)
describes ways and means to apply logistics principles to achieve
competitive advantage, and (3) provides a conceptual approach for
integrating logistics as a core competency within enterprise supply chain
strategy.
This edition has benefited greatly from thoughtful suggestions from
students, colleagues, and reviewers. We note several changes and additions
to this new edition:
Incorporated a section in Chapter 1 that discusses the broad application of
logistics and supply chain management to include other applications beyond
movement of goods.
Incorporated considerations for value chain management in the text.
Reviewed supply chain information technology in Chapter 2 to provide a
broad perspective and then again reviewed the relevant technologies in the
application chapters.
Discussed regarding how consumer and technology disrupters will impact
logistics and supply chain management.
Condensed discussion of procurement and manufacturing into one chapter
focusing on strategy and interfaces with logistics.
Incorporated forecasting and planning into a single chapter focuses on
integrated operations planning.
Included updated materials regarding transportation pricing; negotiation;
regulation; and modern trends, challenges, and opportunities.
Synthesized the discussion of handling and packaging with warehousing.
Expanded the global strategy and operations chapter to include discussion of
compliance.
Expanded the discussion of supply chain network design to include
principles that can be applied in nontraditional settings and the major
drivers in supply chain design.
Discussed the future trends in logistics and supply chain management in the
final chapter.

viii

Over the past 53 years, the business executives who have attended the
annual Michigan State University Logistics Management Executive
Development Seminar have been exposed to the basic concepts presented in
the text and have given freely of their time and experience. We also
acknowledge the long-standing support to Michigan State Department of
Supply Chain Management, through the funding of the endowed chairs,
provided by the late John H. McConnell, founder of Worthington Industries,
and Rob Thull, who is the primary donor for the Bowersox-Thull Chair in
Logistics and Supply Chain Management.
The number of individuals involved in teaching logistics around the
world expands daily. To this group in general, and in particular to our
colleagues at Michigan State University, whose advice and assistance made
it possible to complete and enhance this text, we express our sincere
appreciation.
Teachers receive continuous inspiration from students over the years,
and in many ways the day of judgment in an academic career comes in the
seminar or classroom. We have been fortunate to have the counsel of many
outstanding young scholars who currently are making substantial impact on
the academic and business worlds. In particular, we appreciate the input of
students who have used this text in manuscript form and made suggestions
for improvement. We also acknowledge the contributions of Drs. Judith
Whipple, Stan Griffis, Yem Bolumole, and Thomas Goldsby, who
contributed extensively in case and concept development.
We would like to thank the following instructors for their thoughtful
contributions to the previous edition review: Gurkan Akalin, Joe T. Felan,
EunSu Lee, Penina Orenstein, Thomas Passero, James L. Patterson, Frank
R. Scheer, and George Young.
We wish to acknowledge the contributions of Felicia Kramer and
Pamela Kingsbury, for manuscript preparation on several earlier versions of
this text, and Cheryl Lundeen, who prepared many drafts of the
manuscripts. Without Felicia, Pam, and Cheryl, this long-published text in
its many variations would not be a reality.
With so much able assistance, it is difficult to offer excuses for any
shortcomings that might appear. Any faults are solely our responsibility.
David J. Closs
M. Bixby Cooper
John C. Bowersox
 ix

Supplemental Features
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Assurance of Learning
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of learning, an important element of some accreditation standards. Supply
Chain Logistics Management is designed specifically to support your
assurance of learning initiatives with a simple, yet powerful, solution.
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xii

Brief Contents
About the Authors
Preface

PART ONE
Supply Chain Logistics Management
1 21st-Century Supply Chains
2 Supply Chain Information Technology
3 Logistics
4 Customer Accommodation

PART TWO
Supply Chain Operations
5 Integrated Operations Planning
6 Procurement and Manufacturing

PART THREE
Supply Chain Logistics Operations
7 Inventory
8 Transportation
9 Warehousing, Materials Handling, and Packaging

PART FOUR
Supply Chain Logistics Design
 10 Global Supply Chain
11 Network Design

PART FIVE
Supply Chain Logistics Administration
12 Relationship Management
13 Performance Management
14 Supply Chain Trends

EPILOGUE

PROBLEMS

CASES

NAME INDEX

SUBJECT INDEX
 xiii

Contents
About the Authors
Preface

PART ONE
SUPPLY CHAIN LOGISTICS MANAGEMENT

Chapter 1
21st-Century Supply Chains
The Supply Chain Revolution
Why Integration Creates Value
Generalized Supply Chain Model and Supply Chain Applications
Generalized Supply Chain Model
Supply Chain Definitions and Activities
Integrative Management and Supply Chain Processes
Enterprise Extension
Integrated Service Providers
Collaboration
Supply Chain Value Proposition
Effectiveness
Efficiency
Relevancy
Sustainability
Value Proposition Conclusion
Responsiveness
Anticipatory Business Model (Push)
Responsive Business Model (Pull)
Barriers to Implementing Responsive Systems
Globalization
Industry Disruptors
Consumer Requirements
Technology Adoption
Conclusion
Summary
Study Questions
Challenge Questions

Chapter 2
Supply Chain Information Technology
Information System Functionality
Supply Chain Information System Modules
Enterprise Integration and Administration
Enterprise Supply Chain Operations
Enterprise Planning and Monitoring
Communication Technology
Consumer Connectivity
Blockchain
Logistics Operations Modules
Summary
Study Questions
Challenge Questions

Chapter 3
Logistics
The Logistics of Business Is Big and Important
The Logistical Value Proposition
Service Benefits
Cost Minimization
Logistics Value Generation
The Work of Logistics
Order Processing
Inventory
Transportation
Warehousing, Materials Handling, and Packaging
Facility Network Design
Logistical Operations
Inventory Flow
Information Flow
Logistical Integration Objectives
Responsiveness
Variance Reduction
Inventory Reduction
Shipment Consolidation
Quality
Life Cycle Support

xiv

Logistical Operating Arrangements

Echelon
Direct
Combined
Flexible Structure
Supply Chain Synchronization
Performance Cycle Structure
Performance Cycle Uncertainty
Summary
Study Questions
Challenge Questions

Chapter 4
Customer Accommodation
Customer-Focused Marketing
Transactional versus Relationship Marketing
Supply Chain Service Outputs
Omnichannel Marketing
Customer Service
Availability
Operational Performance
Service Reliability
The Perfect Order
Logistics Service Platforms
Customer Satisfaction
Customer Expectations
A Model of Customer Satisfaction
Increasing Customer Expectations
Limitations of Customer Satisfaction
Customer Success
Achieving Customer Success
Value-Added Services
Developing Customer Accommodation Strategy
Framework for Strategic Choice
Customer Relationship Management Technology
Summary
Study Questions
Challenge Questions
PART TWO
SUPPLY CHAIN OPERATIONS

Chapter 5
Integrated Operations Planning
Supply Chain Planning
Supply Chain Visibility
Simultaneous Resource Consideration
Resource Utilization
Supply Chain Planning Applications
Demand Planning
Production Planning
Logistics Planning
Inventory Deployment
Sales and Operations Planning (S&OP)
S&OP Process
Making S&OP Work
APS System Overview
APS System Components
Supply Chain Planning Benefits
Supply Chain Planning Considerations
Integrated Business Planning
Supply Chain Planning Summary
Collaborative Planning, Forecasting, and Replenishment
Forecasting
Forecasting Requirements
Forecasting Components
Forecasting Process
Forecasting Techniques
Forecasting Accuracy
Summary
Study Questions
Challenge Questions

Chapter 6
Procurement and Manufacturing
The Quality Imperative
Dimensions of Product Quality
Total Quality Management
Procurement Importance
Procurement Objectives
Continuous Supply
Minimum Inventory Investment
Quality Improvement
Technology and Innovation
Lowest Total Cost of Ownership
Procurement Strategy
Insourcing versus Outsourcing
Alternative Procurement Strategies
Procurement Strategy Portfolio
Logistical Interfaces with Procurement
Just-in-Time
Procurement of Logistics Services
Performance-Based Logistics
Manufacturing
Manufacturing Processes
Job Shop Process
Batch Process

xv

Line Flow Process

Another random document with
no related content on Scribd:
of Perachjah, teaches us: “Judge every man favourably” (Aboth i. 6);
that is, if you are uncertain as to a man’s faults, let him have the
benefit of the doubt. When we criticise our neighbour’s character—
and idle gossip frequently leads to this practice—we are too often
inclined to dwell upon his weak points—his vices—and to pass over
his merits in silence; but we ought to consider how little we should
like to see the same treatment applied to ourselves. Another fault of
ours is to judge the doings of other people without fully
understanding all the circumstances and the causes that led to such
actions. Hillel said, “Do not judge thy neighbour until thou hast come
into his place;” that is, do not pass judgment upon your neighbour
before you are able to place yourself in his position, and to say with
certainty what, you would have done under the same circumstances.
The Law forbids us to use divers weights and divers measures in our
business transactions, lest we damage the property of our
neighbour; equally unlawful is the use of one kind of weights and
measures for weighing our own words and deeds, and another kind
for weighing the words and the deeds of others, to the injury of our
fellow-man’s name and repute. Contrary to the usage of courts of
justice, our neighbour’s words and deeds are generally reported by
us, interpreted, tried and condemned in his absence, when he is
unable to defend himself, to show his innocence, or to prove the
falsehood of the report, the error of the interpretation, and the
injustice of the trial and the condemnation.

The perversity of such conduct is evident, especially [301]in the case

of the departed. The prohibition, “Thou shalt not curse the deaf” (Lev.
xix. 14) has been interpreted to apply to all kinds of slander about
those absent or dead. Our respect for the memory of the dead is
expressed in the Latin maxim, “De mortuis nil nisi bonum;” or in the
Hebrew, ‫‏אחרי מות קדשים אמור‬‎12 “After their death say of them
‘saints.’ ” Similar maxims are the following: “We must not refute the
lion after his death;” ‫‏מיתה מכפרת‬‎“Death atones for all offences.”
4. The Well-being of our Fellow-man.—The duties expounded in the
above are of a negative character. The commandment, “Love thy
neighbour as thyself” implies also certain positive duties, which are
comprehended in the terms, ‫‏צדקה‬and ‫‏גמלות חסד‬‎“charity.”

The literal meaning of the term tsedakah is “righteousness,” but it

occurs also frequently in the sense of “charity;” and we may infer
from this that charity was to the Hebrew a mere act of righteousness.
In the Book of Daniel and in post-Biblical Hebrew tsedakah is “alms,”
and distinguished from gemilluth-chesed, “charity.” The former is
given to the poor; the latter to poor and rich alike: tsedakah,
consisting of money or things that can be purchased for money, is a
duty chiefly incumbent on the wealthier class; gemilluth-chesed,
consisting of personal acts of kindness, is a virtue that can be
acquired and practised by every one, whether he be poor or rich;
and whilst tsedakah can only be given to those that live, gemilluth-
chesed can be shown even to the departed. [302]When Jacob asked
his son for a burial in the cave of Machpelah, he relied on his son’s
‫‏חסד ואמת‬‎, “Kindness and truth;” and the Midrash adds the remark,
“Kindness shown to the dead is an act of true love, as there can be
no prospect of gratitude or repayment.”

The principal kinds of ‫‏גמלות חסד‬‎are the following:—

‫חולים‬ ‫‏בקור‬‎Visiting the sick. 13 The object of the visit ought

(1.)
to be to cheer up the sufferer by pleasant conversation,
to assist him by good advice, to render him any service
that is wanted, to inspire him with hope, and to
strengthen his faith in God by the comforting words of
Scripture and by prayer.
‫(המת‬2.)
‫‏הלוית‬‎“Accompanying the dead” to his last resting-
place, and doing everything that our love and regard for
the departed requires. Almost every Jewish community
includes an association whose members undertake to
perform personally, as far as possible, these acts of love.
Such a society is generally called ‫‏חברת גמלות חסדים‬‎
“Association for practising loving-kindness towards our
fellow-men,” or ‫‏חברא קדישא‬‎“Holy Association;” that is, an
association for a holy object.
‫אבלים‬
(3.)‫‏נחום‬‎Comforting the mourners, who find relief in the
conviction that their fellow-men have sympathy with
them.
‫לחברו‬
(4.)‫‏הבאת שלום בין אדם‬‎“Peace-making.”—War, whether
carried on between nations, or between parties, or
between one individual and another, is equally
detestable; and all those who by their exertion and
intercession contribute to a diminution of warfare are
[303]engaged in praiseworthy work. The principal prayers
in our Liturgy conclude with a petition for peace, and we
look forward for the state of uninterrupted peace, the
Messianic time, as the most perfect condition of mankind.
Forbearance, a kind word, a judicious counsel, frequently
averts the great evil of strife and enmity.—Peace,
harmony, and friendship are best promoted by—
Judging
(5.) favourably the deeds and words of our fellow-
men. It is not an easy task to correctly estimate the
motives which guide our neighbour in his actions, and in
doing so we err frequently; but it is better to err by over-
estimating them; since this produces far less harm than
going astray in the other direction and speaking ill of
others without any justifiable cause. Conduct like this
leads to peace and happiness within and without.
“Speaking peace to all his seed” is the climax of the
virtues praised in Mordecai, the Jew (Esther x. 3).
Charity (tsedakah) in its narrower sense, as a duty towards the poor,
includes—

Alms-giving
(1.) to the poor for the purpose of alleviating
temporary suffering.
Providing
(2.) for the comfort of the aged and sick, widows
and orphans.
Assisting
(3.) the stranger. The Law lays special stress on
this branch of charity, and reminds us that we all have
once been strangers in the land of Egypt. Even in the
various countries of which we have become citizens, our
forefathers, three or four generations back, were
strangers; and, besides, we are told by the Almighty, “Ye
are strangers and sojourners [304]with me:” (Lev. xxv. 23).
This kind of charity is known by the name ‫‏הכנסת אורחים‬‎
Support
(4.) given to the poor towards obtaining a livelihood,
by procuring occupation for them, teaching them a trade
and giving them a start in it.
Providing
(5.) for the religious and secular education of the
children of the poor.
Raising
(6.) their intellectual, social, and moral condition by
personal intercourse with them, and by kind words of
advice, comfort, and encouragement.
Helping
(7.) those who have gone astray and have fallen into
vice or crime to return to the path of virtue, industry, and
righteousness.

There are generally associations formed for the various branches of

gemilluth-chesed, the number of which grows, especially in large
towns, with the increase of misery. It is our duty to support such
institutions, as combined action is in most cases more practical and
productive of good result. But the existence of public institutions, and
our support given to them, by no means exempt us from assisting
individually those who apply to us for help. We must be judicious in
our charitable acts, lest we nurse poverty and promote imposture.
But, on the other hand, we must not be over cautious, and must not
unduly suspect every applicant for assistance as guilty of idleness or
other vices, lest by refusal or hesitation to help we become guilty of
neglect, when by prompt action we might save from utter ruin a
person or a whole family well worthy of our sympathy. In this regard
we are warned by King Solomon: “Withhold not good from them to
whom it is due, when it is in the power of [305]thine hand to do it. Say
not unto thy neighbour, Go, and come again, and to-morrow I will
give; when thou hast it by thee” (Prov. iii. 27, 28).

(b.) Special Duties towards our Fellow-men.

1. Children towards their Parents.—“Honour thy father and thy

mother” is one of the Ten Words which God spoke to the Israelites
on Mount Sinai. The child honours his parents by considering them
as his superiors, as endowed with authority over him, and entitled by
experience to be his guides and instructors; by listening respectfully
when they speak to him, and by speaking with reverence when he
speaks of or to them.

The love of parents towards their child should find an echo in the
heart of the latter.

The child’s love of his parents finds expression in willing, cheerful

obedience; in the endeavour to do everything that pleases them, in
the sacrifice made for the purpose of giving them pleasure, in the
assistance given them when, through age, sickness, or misfortune,
they are in need of aid.
The parents’ duty towards the child is to do everything that true love
demands, for his physical, moral, and intellectual well-being.

With regard to the child’s duty towards his parents the following
verses from Proverbs may be noticed:—

“The eye that mocketh at his father, and despiseth to obey his mother, the
ravens of the valley shall pick it out, and the young eagles shall eat it”
(xxx. 17). [306]

“Whoso robbeth his father or his mother, and saith, It is no transgression,

the same is the companion of a destroyer” (xxviii. 24).

“Whoso curseth his father or his mother, his lamp shall be put out in
obscure darkness” (xx. 20).

“He that wasteth his father and chaseth away his mother is a son that
causeth shame, and bringeth reproach” (xix. 26).

“The glory of children are their fathers” (xvii. 6).

2. All other special duties towards our fellow-men may be divided

into (i.) Duties towards our equals; (ii.) Duties towards our superiors
and towards our inferiors.

(i.) Duties towards our Equals.

(1.) A bond of friendship frequently exists between equals.

Friends have certain duties to fulfil towards each other. It is expected

that friends should have faith in their mutual friendship. “As in water
face answereth to face, so in the heart man answereth to man”
(Prov. xxvii. 19). As the water reflects the face of him who looks into
it, so the heart of man reflects the friendship and faithfulness of him
who has penetrated into it. Our estimation of our friend’s feeling
toward us is the measure of the genuineness and value of our own
friendship towards him.

Disinterestedness is an essential condition of genuine friendship.

Every service we render to our friend must be prompted by the
desire to be of use to him. [307]and not to advance our own interest. If
any other motive enters our mind, if we speculate on his gratitude,
and think that our kindness must eventually be returned with interest,
we have no knowledge or feeling of friendship. Thus our Sages
declare, “Friendship dictated by a selfish motive comes to an end
together with the speculation; but friendship which is not based on
any selfish motive comes never to an end. An instance of the first
kind is the friendship between Amnon and Tamar (2 Sam. xiii.); of the
second kind, the friendship between David and Jonathan (1 Sam.
xviii.)” (Aboth v. 16).

Friends bound to each other by genuine and sincere love find great
pleasure in the fulfilment of the duties involved in friendship. They do
not hesitate to bring sacrifices for each other’s well-being; they
evince heartfelt sympathy for each other in good and evil fortune.

All the duties of charity—gemilluth chesed—which we owe to our

fellow-men in general, apply with increased force when our fellow-
man is also our friend. One of these duties demands our special
attention, because it is frequently neglected through human
weakness: truthfulness and openness. Flattery, objectionable as it is
in every case, is most detestable between friends. We must
encourage our friends by kind words, and acknowledge their merits,
but we must not spoil them by undue flattery. If, on the other hand,
we discover errors or vices in our friend, it is our duty to
communicate to him openly our opinion, and to do all that is in our
power to bring him back to the path of righteousness and truth.
[308]“Thou shalt surely rebuke thy friend, and not suffer sin upon him”
(Lev. xix. 17).

Friendship is mostly formed without premeditation, and without any

aim; we are friends, we do not know how and why; some similarity in
our character, in our talents, in our views, in our successes and
failures, or in our fortunes and misfortunes, draws us together, and
we become friends before we are aware of the fact. But as far as we
have control over our feelings we ought to be careful not to plunge
into friendship without knowing something of the character and the
tendencies of those with whom we are to associate ourselves in
such close relationship. In Proverbs we are told, “Make no
friendships with an angry man, and with a furious man thou shalt not
go” (xxii. 24). Ben-sira (vi. 6) exhorts us, “If thou wouldst get a friend,
prove him first, and be not hasty to credit him.” Our Sages say, “It is
easy to make an enemy; it is difficult to make a friend” (Yalkut on
Deut. vi. 16).

The acquisition of a true friend is by no means an easy task. But it is

a task that cannot be dispensed with. Persons who enjoy a life spent
in loneliness uncheered by friendship are exceptions to the rule;
such a life is miserable, and the climax of all the evils complained of
by Heman the Ezrahite (Ps. lxxxviii. 19) is: “Lover and friend hast
thou put far from me, and darkness is mine acquaintance.” Job in his
great sufferings longs for “the love which is shown to the unhappy by
his friend” (Job vi. 14).

Friendship being one of our most valuable possessions, it must be

well guarded and cultivated, lest it be lost or weakened. “Thine own
friend and thy [309]father’s friend, forsake not” (Prov. xxvii. 10). “Let
thy foot be seldom in thy friend’s house, lest he be weary of thee,
and so hate thee” (ibid. xxv. 17).
True friendship can be extended only to a few; but those who are not
our friends need not be our enemies. They are all our fellow-men,
and our conduct towards them is to be guided by the principle, “Love
thy fellow-man as thyself.” We are distinctly commanded, “Thou shalt
not hate thy brother in thine heart” (Lev. xix. 18), “brother” having
here the same meaning as fellow-man. Enmity, like friendship,
comes frequently unawares; we dislike or even hate a person
without knowing why. But it is our duty, as soon as such an ill-feeling
has stolen into our heart, to search for its origin; and this being done,
we shall generally feel ashamed of having allowed our heart to be
invaded by such an unworthy intruder. We must keep away from evil-
doers, and not associate with wicked people; but this is a very
different thing from hating our neighbour. The pious wish, “May
sinners cease to exist, and the wicked be no more” (Ps. civ. 35), is
explained in the Talmud in the words of Beruria, daughter of Rabbi
Meir, as follows: “May sins cease to exist, and the wicked will be no
more.” We often conceive just indignation at the misdeeds of our
neighbours, and cannot well separate the doer from the deed. But
we ought in such cases of indignation to examine ourselves, whether
the source of our indignation is pure, or has its root in selfishness.
Such an analysis of our motives would soon purify our heart of all ill-
feeling.

In our conduct towards those whom we consider our [310]enemies, or

who consider us their enemies, we must show forbearance and a
desire to offer or to seek forgiveness, according as we are the doers
or the sufferers of wrong. Self-love and self-esteem, if not kept within
due limits, easily produce feelings of revenge. Without entirely
suppressing human nature, we are bound to control our feelings, and
to let love of our fellow-men in all conditions occupy the first place in
our heart. We are taught by our Sages, “He who is forbearing,
receives also pardon for his sins” (Babyl. Talm. Yoma 23a); “Be of
the persecuted, and not of the persecutors” (ibid. Baba Kama 93a);
“To those who being offended do not offend, being insulted do not
insult, the verse applies: ‘And they who love him shall be as the sun
when he goeth forth in his might’ ” (Judges v. 31; Babyl. Talm.
Shabbath 88b).

(2.) Man and wife are united by the holy bond of marriage. They owe
to each other love, faithfulness, confidence, and untiring endeavour
to make each other happy. The neglect of these duties turns a happy
home into an abode of misery and wretchedness. 14 The last of the
prophets, Malachi, rebuking such neglect, says: “The Lord hath been
witness between thee and the wife of thy youth, against whom thou
hast dealt treacherously, yet is she thy companion and the wife of thy
covenant.”

(3.) As citizens of a State we must take our proper share in all work
for the welfare of the State. When the State is in danger we must
evince patriotism, and must not withdraw ourselves from those
duties which, under [311]such circumstances, devolve upon every
citizen. All our means, our physical and intellectual faculties, must be
at the disposal of the country in which we live as citizens. Thus
Jeremiah exhorts his brethren in Babylonia: “Build ye houses and
dwell in them; and plant gardens, and eat the fruit of them; … and
seek the peace of the city whither I have caused you to be carried
away captives, and pray unto the Lord for it: for in the peace thereof
shall you have peace” (Jer. xxix. 5, 7). Similarly we are taught, “Pray
for the welfare of the government” (Aboth iii. 2). 15

An important dictum of Samuel, a Rabbi famous for his decisions in

questions of civil law, is accepted in the Talmud as law: “The law of
the State is binding upon us,” ‫‏דינא דמלכותא דינא‬‎(Babyl. Talm. Baba
Kamma 113a). It is, according to the teaching of the Talmud,
incumbent upon us, as citizens of the State, to obey the laws of the
country. There is no difference between Jews and their fellow-
citizens with regard to the duty of loyalty. It is only in case of an
attempt to force us aside from our religion that we are not only
justified in resisting and disobeying laws framed with this intention,
but we are commanded to do so. But in the absence of such
intention, we must fulfil all those duties which devolve upon all
citizens alike—such as military service in countries that have general
conscription—although such obedience may carry with it a breach of
some of the laws of our religion. On the contrary, evasion and
desertion [312]of all national obligations is a serious offence against
our holy Law.

(4.) As members of the same religious community, we must unite in

working for the well-being of the whole body. “Do not separate
thyself from the congregation” (Aboth ii. 4) is a principle taught by the
great Hillel. A Jew who violates this principle, and keeps aloof from
his brethren, unwilling to take his share of the communal burdens, is
guilty of a serious dereliction of duty, and is set forth in the Talmud as
an example of most disgraceful conduct. “When your brethren are in
trouble, do not say, ‘I have my home, my food and drink; I am safe.’
If you ever were to think so, the words of the prophet would apply to
you: ‘Surely this iniquity shall not be purged from you till you die’.”
“He who does not join the community in times of danger and trouble
will never enjoy the Divine blessing” (Babyl. Talm. Taanith, p. 11a);
“He who separates from the ways of the community has no portion of
the world to come,” ‫‏הפורש מדרכי צבור אין לו חלק לעולם הבא‬‎(Maim.,
Mishneh-torah, Hilchoth Teshubah iii. 6).

(5.) As to members of another community, we have to show due

regard for their religious convictions, and not to wound their feelings
in respect of anything they hold sacred. Respect for the religious
feelings of our fellow-men will increase their regard for our own
religion, and evoke in them the same consideration for our religious
feelings. All our duties towards our fellow-men are equally binding
upon us whether in relation to members of ether faiths or of our own.
[313]

(6.) Employers and employed, sellers and buyers, must act towards
each other with the strictest honesty. In cases of dispute a friendly
explanation or discussion is more likely to promote the interest of
both parties than mutual animosity. Each party must bear in mind
that prosperity depends on the co-operation of the other party, and
not on its ruin.

Note.—We meet in the Talmud and works based on the Talmud with dicta which
seem at first sight to exclude Gentiles (‫‏עכו״ם‬‎, ‫‏נכרי‬‎or ‫‏גוי‬‎) from our duty of love
towards our fellow-men. This, however, was never intended. Sayings of this kind
originated in days of warfare between the oppressor and the oppressed, and were
an outburst of feelings of pain and anger, caused by an enemy who was not
restrained from tyranny and cruelty by any sense of justice and humanity. But this
state of affairs has ceased, and such sayings have since entirely lost their force
and meaning, and are practically forgotten. Some of these passages have been
removed from the Talmudical works by hostile censors; but having led, and being
still likely to lead, to errors or misunderstanding, less on the part of Jews than of
non-Jewish readers, they ought to be eliminated in future editions of any of these
works by Jewish censors, especially as the notices on the first page of the books,
that the terms ‫‏גוי‬‎, ‫‏עכו״ם‬‎or ‫‏נכרי‬‎do not apply to our non-Jewish neighbours at the
present day, appear to have proved ineffectual against calumny and persecution.

(ii.) Duties to our Superiors and Inferiors.

Although we are all equally children of one God, and before the Most
High all our petty differences disappear, His infinite wisdom willed it
that there should be a certain degree of inequality among His
creatures; that some men should be wise, others simple; some
talented, others less skilful; some strong, others weak; some high,
others low; some imperious, others [314]submissive; some rulers,
others subjects; some fit to guide, and others only fit to be guided.
This inequality is the source of certain special duties between man
and man. “Be submissive to your superior, agreeable to your inferior,
and cheerful to every one” (Aboth iii. 12).

(1.) The teacher who patiently strives to benefit his pupils by his
instruction and counsel has a just claim on their respect. It is in the
interest of the pupils themselves to regard their teacher as a friend,
to have confidence in him, and faith in his superiority. It is
themselves they benefit most if they lighten the labours of their
teacher by due attention and obedience, and themselves they injure
most, if by want of proper respect they render his task difficult and
disagreeable.

On the other hand, it is the duty of the teacher to try to win the
respect and the affection of the pupils by conscientiousness in his
work, by patience and forbearance, by kindness and justice, by
genuine interest in the progress and welfare of those entrusted to his
care, and, above all, by a pure, good, and noble life.—The pupils
owe much to their teachers, but the latter also owe something to
their disciples. “Much have I learnt from my teachers, more from my
fellow-students, most from my pupils,” is a well-known Talmudical
saying (Babyl. Talm. Taanith 7a). Of the priest, who in ancient time
used to be the principal teacher, the prophet Malachi says: “The
priest’s lips shall keep knowledge, and they shall seek the law at his
mouth; for he is the messenger of the Lord of hosts” (Mal. ii. 7).
Rabbi Jochanan, in commenting [315]on these words, said, “If the
teacher is like the messenger of the Lord, i.e., leads a pure life in the
service of the Lord, then people shall seek instruction at his mouth; if
not, they cannot be instructed by him in the Law” (Yalkut ad locum).
—“Let the honour of thy disciple be as dear to thee as thy own, and
the honour of thy colleague as dear as the fear of thy teacher, and
the fear of thy teacher as dear as the fear of Heaven” (Aboth iv. 15).
—“He who has been taught something by his neighbour, whether it
be a chapter, a law, a verse, a phrase, or a letter, owes him respect.
Thus David, who only learnt two things from Ahitophel, called him
‘teacher, chief, and friend’ ” (ibid. vi. 3).

Reverence is shown by a pupil to his teacher, not only by outward

signs of respect, but also by refraining from opposing him, his
teaching, or his decisions (Maimonides I. Hilchoth Talmud torah v. 1).
A pupil who altogether relinquishes the teaching of his master is to
the latter a source of intense grief.—Among the outward signs of
regard for the teacher we find the ancient custom or rule to pay a
visit to the teacher on the three festivals: Passover, Feast of Weeks,
and Tabernacles (ibid. v. 7).

(2.) Master and Servant.—The relation between master and servant

is legally regulated by the same rules as that between employer and
employed. Strict honesty in the fulfilment of the duties undertaken by
either party is the basis of a good understanding between master
and servant. The former must not exact from the latter more than
was agreed upon, and the latter must not fail to perform all that he
has undertaken [316]to do. The relation between master and servant
can be made more pleasant on both sides, if they are sensible
enough to recognise their mutual obligations. On the part of the
master, it is necessary that he should consider his servant as a
human being like himself, who has a right to expect due reward for
faithful service. A treatment of the servant from this point of view
inspires him with a feeling of regard and attachment for his master,
which finds expression in good and honest service. The servant will
feel comfortable in his work, and be convinced that to be a servant is
no degradation.—“Thou shalt not defraud an hired servant that is
poor and needy, whether he be of thy brethren or of thy strangers
that are in the land within thy gates” (Deut. xxiv. 14).
(3.) Rich and Poor.—“The rich and poor meet together: the Lord is
the maker of them all” (Prov. xxii. 2). Those who are fortunate
enough to possess more than is wanted for the necessities of life,
are expected to spend part of the surplus in relieving those who
possess less than they require for their maintenance. Sympathy
towards the poor and needy is the duty of the rich; gratitude towards
the generous and benevolent is the duty of the poor. But the rich
must by no means make their gifts dependent on the signs of
gratitude on the part of the poor; they must even avoid eliciting
expressions of thanks, as these lead too often to flattery, hypocrisy,
and servility. The rich find ample reward for their benevolence in the
joyous feeling that Providence has chosen them as the means of
diminishing the sufferings, the troubles, and the cares of some of
their fellow-men. [317]

(4.) The following have a just claim on our respect:—

Learned Men (‫‏תלמידי חכמים‬‎), who, even if not directly our teachers, in
many ways benefit us by their learning. “It is a great sin to despise or
to hate the wise: Jerusalem has chiefly been destroyed as a
punishment for the contempt shown for the learned; as it is said (2
Chron. xxxvi. 16), ‘They mocked the messengers of God, and
despised his words, and misused his prophets, until the wrath of the
Lord arose against his people till there was no remedy’ ”
(Maimonides, l. c. vi. 11). “He who despises talmide-chachamim,”
says Rab, “has no remedy for his disease” (Babyl. Talm. Shabbath,
119b), and belongs to those who forfeit their portion in the world to
come (‫‏אין להם חלק לעולם הבא‬‎, ibid., Sanhedrin 90).

The Aged.—“Thou shalt rise up before the hoary head, and honour
the face of the old man, and fear thy God” (Lev. xix. 32). The Bible
illustrates, in the history of Rehoboam (1 Kings xii.), the evil
consequences of the contempt shown by this king to the words of
the old men.—“With the ancient is wisdom, and in length of days
understanding” (Job xii. 12). “The building of the young is
destruction; the destruction of the old is building” (B. T. Megillah
31b). 16

Great men who have accomplished great works in the interest of

mankind, and have thus merited the gratitude of all.

The great men of our nation, their works and the institutions founded
by them at various periods of our [318]history. “Do not despise thy
mother, though she hath become old” (Prov. xxiii. 22). The feeling of
piety and reverence towards our Sages and Teachers of former
generations, and towards institutions of ancient times that have
come down to us, is an essential element in our inner religion (‫‏חובות‬
‫הלבבות‬‎).

The magistrates, judges, and statesmen, who devote their time, their
talents, and their energy to promoting the well-being of the State.

The Head of the State.—“Fear the Lord, O my son, and the king, and
do not mix with rioters” (Prov. xxiv. 21).
[Contents]

(c.) Kindness to Animals.

“Be fruitful, and multiply, and replenish the earth, and subdue it: and
have dominion over the fish of the sea, and over the fowl of the air,
and over every living thing that moveth upon the earth” (Gen. i. 28
and ix. 2, &c.; comp. Ps. viii. 7, &c.). Thus spake the Creator to the
first man. He gave him a right to make use of the animals for his
benefit; and man makes the animals work for him; they serve him as
food, provide him with clothing and other necessary or useful things.
In return for all these services the animals ought to be treated with
kindness and consideration. It is a necessity to force certain beasts
to work for us, and to kill certain animals for various purposes. But in
doing so we must not cause more pain than is absolutely necessary.
It is a disgraceful act to give pain to animals merely for sport, and to
enjoy their agony. Bullfights and similar spectacles are barbarous,
and tend to corrupt and brutalise [319]the heart of man. The more we
abstain from cruelty to animals, the more noble and loving is our
conduct likely to be to one another. “A righteous man regardeth the
feelings of his beast, but the heart of the wicked is cruel” (Prov. xii.
10).

The following are instances of kindness to animals enjoined in the

Pentateuch:—

“Ye shall not kill an animal and its young on one day” (Lev. xxii. 28).
“If a bird’s nest happen to be before thee on the way upon the earth
or upon a tree, with young ones or eggs, thou shalt not take the
mother with the young. Let the mother go away; then thou mayest
take the young ones, in order that it may be well with thee, and thy
days be long” (Deut. xxii. 6, 7).

“Thou shalt not muzzle the ox when he treadeth out the corn” (ibid.
xxv. 4).

In the Talmud we have the following saying in the name of Rab:

—“We must not begin our meal before having given food to our
cattle; for it is said, ‘And I will give you grass in thy field for thy cattle,’
and after that ‘thou shalt eat and be full’ ” (Deut. xi. 15; Babyl. Talm.
40a).
[Contents]

C.—Duties to Ourselves.

Our duties to ourselves are to a great extent included in our duties

towards God and towards our fellow-men, because these likewise
tend to promote our own well-being.

The fundamental principle of our duties towards [320]ourselves is to

make the best use of the gifts which the kindness of God has
bestowed upon us.

1. Life and health are precious gifts received by us at the hands of

Divine Providence. We must therefore guard them as valuable
treasures, and must not endanger them without absolute necessity.
On the contrary, as much as lies in our power, we must improve our
health and preserve our life. Food and bodily enjoyment, however
pleasant for the moment, must be let alone if they are injurious to
health. If we find ourselves inclined to exceed the right measure in
the enjoyment of a thing, it is advisable to turn, for a while at least, to
the other extreme and avoid that enjoyment altogether. Thus
persons that are easily misled to excess in drink should become total
abstainers from drink. But in ordinary cases the golden mean is
preferable, especially for us Jews who are trained by the Dietary
Laws, and by other precepts, to have control over our appetites. We
are not commanded to be ascetics and to lead a gloomy, miserable
life. On the contrary, we are frequently told in the Pentateuch, “And
ye shall rejoice before the Lord your God.” The Psalmist exhorts us
to “serve the Lord with gladness; to come before his presence with
singing” (Ps. c. 2). “He who doeth good to his own soul is a man of
love; and he who troubleth his own flesh is a cruel man” (Prov. xi.
17); i.e., he who does good to himself is of a cheerful disposition,
and is likely to do good to others; but he who deprives himself of
enjoyments is often also cruel to his fellow-creatures. The Nazirite
had to bring a sin-offering after the expiration of the period of his
[321]vow. “What sin has he committed?” was asked. The answer is
given in the Talmud by Samuel: “Because he deprived himself of
wine;” and the Rabbi further infers from this, that it is prohibited to
impose a voluntary fast upon oneself. Rabbi Eleazar, however, thinks
that the vow of a Nazirite is a praiseworthy act, and his view found
many followers, especially in the Middle Ages. Abraham Ibn Ezra,
e.g., explains that the sin of the Nazirite consists in not prolonging
the state of Naziritism. But, however different their opinions may be
theoretically, all agree that no voluntary fast should be undertaken, if
it endangers the health of the faster, changes cheerfulness into
sadness, and disables him from doing necessary or useful work.

2. Wealth, if acquired in an honest manner, by hard work, is

conducive to our well-being. But in our search for wealth we must
bear in mind that it is not an end in itself, but serves only as a means
of securing our well-being. Koheleth tells us, what experience
endorses, that there are “riches kept for the owners thereof to their
hurt” (Eccles. v. 12). It is true we must struggle for the means of our
existence. But in the struggle for wealth we must not entirely
suppress the claims of our moral and intellectual wants, and if we
were to suppress them, we should only work for our own ruin. “Two
things have I required of thee; deny me them not before I die:
Remove far from me vanity and lies; give me neither poverty nor
riches; feed me with food convenient for me: lest I be full, and deny
thee, and say, Who is the Lord? or lest I be poor, and steal, [322]and
take the name of my God in vain” (Prov. xxx. 7–9). To this golden
mean we should adhere. It is our duty to seek an honest livelihood,