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Educerie · IB Diploma · History

Paper 1 Focused study 3: Political and economic transitions (from May 2028)

M3 The Meiji Restoration: what challenges did society face after the transition? (1868–1894)

Who resisted the new Meiji state, why, and how did Japan's search for security and equality with the West turn it towards empire by 1894?

SL and HL. Paper 1 is the same paper at both levels, so every section here is examinable for both.

What you must be able to do

  • Explain why peasants protested against the new state in the 1870s: conscription, the land tax, schools and new customsInquiry question: "Why did peasants resist the Meiji reforms?"
  • Explain how the Matsukata deflation hit the countryside and why the Chichibu Incident (1884) happenedContent of a petition or a police report (6 marks)
  • Explain samurai discontent, the Korea debate of 1873 and the risings of 1874–1876Context of a statement by a samurai rebel (6 marks)
  • Explain the causes, course and consequences of the Satsuma Rebellion (1877) and the role of Saigō TakamoriContext of a news print of the rebellion (6 marks)
  • Explain Japan's foreign relations from 1868 to 1894: treaty revision, Taiwan, Ryukyu, Sakhalin, Hokkaido and KoreaContent of the Treaty of Ganghwa (6 marks)
  • Explain why Japan turned to imperialism by 1894, and weigh historians' views of its motivesPerspectives on a cartoon, a speech and a historian (12 marks)

At the end of the note you tick off each one you can do: Check your understanding.

In the exam. Paper 1, 1 hour 15 minutes, 24 marks (30% of the SL grade, 20% of HL). Three sources framed by one inquiry question, and the same three questions every time: the content of Sources A and B (6 marks), the context of Source C (6), the perspectives in all three (12). Focused study 3 has two examples, Meiji Japan and the Russian Federation (1985–1999); learn both.

1Peasant unrest in the 1870s

Figure 1 · Challenges after the transition, 1873–1894 Figure 1 · Challenges after the transition, 1873–1894 Peasants 1873 'Blood tax' riots against conscription in western Japan 1876 Land tax risings in Ibaraki and Mie 1877 Land tax cut from 3% to 2.5% 1881–84 Matsukata deflation: rice prices roughly halve; farmers lose land 1884 Chichibu: Poor People's Party rises, crushed by the army Samurai 1873 Korea debate: Saigō, Itagaki and Etō leave the government 1874 Saga revolt; Itagaki petitions for an elected assembly 1876 Stipends end, swords banned; risings at Kumamoto, Akizuki, Hagi 1877 Satsuma Rebellion: Saigō dies at Shiroyama (24 Sept) 1878 Ōkubo assassinated; opposition turns to party politics Foreign relations 1874 Troops sent to Taiwan; China pays compensation 1875–79 Sakhalin for the Kurils (1875); Ryukyu annexed as Okinawa (1879) 1876 Treaty of Ganghwa forced on Korea 1882–85 Imo mutiny, Gapsin coup; Convention of Tianjin with China 1894 Treaty revision with Britain (July); war with China (1 August) revolt, riot or force turning point or treaty concession Peasants resisted the state's demands, samurai the loss of their place; abroad Japan escaped one set of unequal treaties while imposing another.
Figure 1 · Challenges after the transition, 1868–1894

What the new state asked of villages. In a few years the government asked farmers for a cash tax instead of rice, their sons for three years in the army, school fees for a school their children had to attend, and acceptance of new rules on hairstyles, calendars and the treatment of outcastes. It also removed the domain lords with whom villages had long bargained.

The risings. Hundreds of protests followed in the 1870s, many of them larger than in late Tokugawa times. The conscription decree of 1872 called service a "blood tax", a phrase meant figuratively that rumours took literally, and in 1873 "blood tax" riots in western Japan attacked government offices, schools and the houses of village officials. Rioters also attacked outcaste communities, angry at their legal emancipation in 1871: resistance to the new state was not always on the side of equality. In late 1876, as the new land tax took effect, risings in Ibaraki and in Mie (Ise) involved tens of thousands. In January 1877, with samurai unrest growing, the government cut the land tax from 3% to 2.5%. A popular verse said that bamboo spears, the peasants' weapon, had poked the tax down to two and a half per cent.

Why it mattered. The protests showed that the oligarchs could be forced into concessions, and also that they would use troops. They were local and leaderless, and the new conscript army, made of peasants' sons, did not mutiny.

2The Matsukata deflation and Chichibu (1881–1884)

The squeeze. To end inflation, Matsukata cut spending and withdrew paper money from 1881 (M2). Rice prices roughly halved between 1881 and 1884, and silk prices fell too, but the land tax was fixed in money. Farmers borrowed to pay it, and moneylenders and banks foreclosed on their land. Tenancy and rural poverty grew.

From economics to politics. At the same time the Freedom and People's Rights Movement (M2) had spread into the countryside, and its local branches of the Liberal Party organised farmers and debtors. A series of violent incidents followed: in Fukushima (1882), where a governor's forced road-building met resistance from local Liberal Party members, at Gunma and Kabasan (1884), and above all at Chichibu.

The Chichibu Incident (November 1884). In the silk-raising district of Chichibu, north-west of Tokyo, indebted farmers formed a Poor People's Party (Konmintō). Its demands were a delay on debt repayments, lower taxes and the suspension of school fees. In early November 1884 several thousand rose, burned moneylenders' records and attacked government offices, declaring their own short-lived authority. Police, military police and army units crushed them within about ten days; leaders were executed. It was the largest rising of the decade.

The historians. Was Chichibu a debtors' riot or a democratic revolt? Roger Bowen (Rebellion and Democracy in Meiji Japan, 1980) argued that the rebels' language of rights and their links to the Liberal Party show genuine popular democratic ideas. Others see local economic despair borrowing a political vocabulary, and note that the Liberal Party's national leaders dissolved the party in October 1884, partly to distance themselves from rural violence. Irokawa Daikichi and the Japanese "people's history" school used village records to recover the farmers' own voices. For the 12-mark question this is a model perspectives debate: what the sources say depends heavily on who wrote them, rebels or police.

3Samurai discontent and the Satsuma Rebellion (1877)

Grievances. About 6% of Japanese belonged to samurai families. In ten years they lost their domains, their status, their monopoly of arms (conscription, 1873), their stipends (converted to bonds, 1876) and the right to wear swords (1876). Some found new careers; many could not live on their bonds.

The Korea debate (1873). While the Iwakura Mission was abroad, the caretaker government led by Saigō Takamori decided to send Saigō himself as envoy to Korea, which had refused to recognise the new Japanese government. Saigō expected to be killed, giving Japan a reason for war, which would give the samurai a purpose. When the mission returned, Ōkubo, Iwakura and Kido blocked the plan in October 1873, arguing that Japan must reform at home first. Saigō, Itagaki, Etō Shinpei and others resigned. The split produced both the People's Rights Movement (Itagaki) and the samurai rebellions.

The risings. In 1874 Etō Shinpei led a revolt at Saga; it was crushed and he was executed. In October 1876, after the sword ban, risings broke out at Kumamoto (the Shinpūren, who attacked with swords and spears), Akizuki and Hagi. All were put down quickly.

The Satsuma Rebellion (1877). In Kagoshima, Saigō had set up private schools for thousands of former samurai, and the prefecture ran almost independently of Tokyo. In early 1877 the government tried to move weapons out of the Kagoshima arsenal, students seized them, and reports of a plot to assassinate Saigō inflamed the province. In February Saigō marched north with an army of former samurai. It besieged Kumamoto Castle but could not take it, and lost the hard-fought battle of Tabaruzaka in March. Government forces, conscripts with police units of ex-samurai, pushed the rebels back to Kagoshima, and on 24 September 1877 Saigō died at Shiroyama with his last followers.

Consequences.

  • The conscript army of commoners had beaten the warrior class: armed samurai resistance was over.
  • The war cost so much that the government printed money, causing the inflation that Matsukata's deflation later cured.
  • In May 1878 Ōkubo was assassinated by former samurai.
  • Opposition moved into politics: the People's Rights Movement grew fastest after 1877.
  • Saigō became a legend. Prints showed him as a hero, people claimed to see him in the planet Mars that autumn, and in 1889 he was pardoned. Mark Ravina (The Last Samurai, 2004) shows how a man of complex loyalties became a symbol of samurai virtue, and how the state later used the symbol for its own ends.

4Foreign relations and imperialism, 1868–1894

Treaty revision. Ending the unequal treaties was the government's first foreign aim. The Iwakura Mission (1871–1873) could not even open talks. In the 1880s foreign minister Inoue Kaoru offered the powers foreign judges in Japanese courts in exchange for an end to extraterritoriality, and promoted western dress and dances at the Rokumeikan, a hall for entertaining foreigners. Opinion at home rejected both as humiliating. In 1886 the British captain of the Normanton, which sank with all its Japanese passengers lost while the European crew escaped, was first acquitted by a British consular court and then given only a short sentence, which inflamed opinion against extraterritoriality. Ōkuma's attempt failed in 1889 after a nationalist threw a bomb at him. Success came only when Britain signed in July 1894.

Borders and colonisation.

  • Hokkaido. A colonisation office (1869–1882) settled the island with Japanese farmers and soldier-settlers, and the indigenous Ainu lost their land and were pressed to assimilate.
  • Sakhalin and the Kurils. The Treaty of St Petersburg (1875) gave Sakhalin to Russia and all the Kuril Islands to Japan.
  • The Ryukyu Islands. The kingdom paid tribute to both China and Satsuma. In 1872 Japan made it a domain, and in 1879 abolished it and annexed it as Okinawa Prefecture, removing its king to Tokyo.
  • Taiwan (1874). After Taiwanese islanders killed shipwrecked Ryukyuan sailors in 1871, Japan sent about 3,600 troops to Taiwan in 1874. China paid compensation, which Japan took as recognition that the Ryukyuans were its subjects.

Korea. Korea was a tributary of the Qing and kept out western and Japanese contact. In 1875 a Japanese warship provoked a clash near Ganghwa Island; in February 1876 Japan imposed the Treaty of Ganghwa. It opened three ports, gave Japanese extraterritoriality, and declared Korea an independent state, which denied China's claim to overlordship. Japan had imposed on Korea the kind of treaty it was trying to escape itself. Then:

  • 1882. Korean soldiers mutinied (the Imo incident) and attacked the Japanese legation; China sent troops and tightened its control.
  • 1884. Pro-Japanese Korean reformers attempted a coup (the Gapsin coup); Chinese troops under Yuan Shikai crushed it.
  • 1885. In the Convention of Tianjin, Itō and Li Hongzhang agreed that both would withdraw troops and notify each other before sending any back.
  • 1890. In the first Diet, Prime Minister Yamagata argued that Japan must defend not only its "line of sovereignty" (its borders) but a "line of interest" around it, meaning Korea.
  • 1894. When the Tonghak rising broke out in Korea, China sent troops at the Korean king's request. Japan sent a larger force, seized the Korean palace, and declared war on China on 1 August 1894.

Why imperialism? The historians.

ViewArgument
Security (e.g. Hilary Conroy, 1960)Strategic fear, especially of Russia, drove policy on Korea more than economics: Korea in hostile hands would threaten Japan itself
Economic and strategic together (Peter Duus, The Abacus and the Sword, 1995)Traders, settlers and strategists all pushed into Korea; profit and security reinforced each other
Domestic (E. H. Norman and Marxist historians)Expansion grew out of the oligarchy's need to unite the nation, give ex-samurai a role and divert discontent
Imitation and statusJoining the imperial powers was how Japan proved it was their equal; the same years that won treaty revision began the empire

Contemporaries argued it too. An editorial of 1885 in Fukuzawa Yukichi's newspaper, known as "Leaving Asia", urged Japan to treat its neighbours as the West did rather than wait for them to modernise. The French artist Georges Bigot, working in Yokohama, drew a cartoon in 1887 of Japan and China fishing for a fish labelled Korea while Russia watched from a bridge: a foreign observer's view that the rivalry was a scramble between powers.

5Where marks are lost

Lumping all resistance together. Peasants protested mostly against taxes, conscription and debt; samurai against the loss of status. Some samurai joined the People's Rights Movement, others rebelled. Separate the groups and their aims.

Calling the Satsuma Rebellion a fight to restore the shogun. Saigō had helped overthrow the shogun. The rebels fought the Tokyo government in the name of the emperor and of samurai values.

Starting Japanese imperialism in 1894 or 1910. The guide's dates end in 1894 for a reason: Hokkaido, Ryukyu (1879), Taiwan (1874) and Korea (1876–1885) come first.

Treating Japan only as a victim of the unequal treaties. In 1876 it imposed one on Korea. Paper 1 rewards students who see both roles.

Taking a cartoon at face value. Bigot was a foreign satirist writing for foreign residents; his cartoon is evidence of a perception, not a record of policy.

6Write it right

  1. Name the group in every point: peasants, debtors, ex-samurai, Ainu, Ryukyuans, Koreans, Chinese officials. "Society faced challenges" is too vague to earn marks.
  2. First question (content of A and B): pick details from each source that show a challenge and how it was met; explain each against the inquiry question. Use both sources.
  3. Second question (context of C): police reports and court records come from the state that crushed the protesters; rebels' manifestos were often written to win support; news prints were made to sell. Analyse what each makes the source good and weak evidence for.
  4. Third question (perspectives): set state against protester, Japanese against foreign observer, participant against later historian. Show where they agree, where they conflict, and which view is more valid for the inquiry question.
  5. Precise own knowledge: the 1873 "blood tax" riots, the 2.5% tax cut (1877), Chichibu (November 1884), Shiroyama (24 September 1877), Ganghwa (1876), Tianjin (1885), 1 August 1894.

7In one breath

Peasants resisted the new state's demands, rioting in 1873 against the "blood tax" of conscription and in 1876 against the cash land tax, which was cut to 2.5% in 1877; when Matsukata's deflation halved rice prices after 1881, indebted farmers lost their land, and the Chichibu Poor People's Party rose in November 1884 and was crushed by the army. Samurai who had lost status, stipends and swords split from the government over Korea in 1873, rose at Saga (1874) and in 1876, and followed Saigō into the Satsuma Rebellion, beaten by the conscript army at Kumamoto, Tabaruzaka and Shiroyama (24 September 1877). Abroad, Japan sought treaty revision (won with Britain in July 1894) while colonising Hokkaido, annexing Ryukyu (1879), sending troops to Taiwan (1874), imposing the Treaty of Ganghwa on Korea (1876) and competing with China there until war on 1 August 1894. Historians debate whether Chichibu was democratic revolt or economic despair, and whether security, profit, domestic politics or status drove expansion.


Check your understanding

Tick each one you could do in an exam without looking back. Read again whatever you cannot tick.

8Try it

Q1 and Q2 test recall; Q3 and Q4 practise the second and third Paper 1 questions on described sources. For whole papers on this note, with real sources and all three questions marked by band, use the 2 Meiji source sets in Practicerie. To drill the same sources fast, without writing, try 18 multiple-choice questions on them: content, context and perspectives, in the order of the paper.

Q1. Explain two reasons why peasants protested against the Meiji government in the 1870s and 1880s. 4 marks

Q2. Explain two consequences of the Satsuma Rebellion of 1877. 4 marks

Q3. Source C is a colour news print published in Tokyo in 1877 during the Satsuma Rebellion, showing Saigō Takamori in uniform leading his men into battle. Such prints were made by commercial publishers and sold cheaply in large numbers. Analyse how the context of this source affects how a historian could use it to answer the inquiry question: "What challenges did Japanese society face after the transition?" 6 marks

Q4. Source A is the text of the Treaty of Ganghwa (1876) declaring Korea "an independent state"; Source B is Georges Bigot's cartoon of 1887 showing Japan and China fishing for Korea while Russia watches. Examine how the perspectives in these two sources could be used to answer the inquiry question: "Why did Japan's foreign policy become imperialist by 1894?" 6 marks

Answers

Q1. First, the new state's demands: the 1873 conscription law took sons for three years ("blood tax" riots in western Japan), and the cash land tax set at 3% of land value took no account of harvests, leading to the large Ibaraki and Mie risings of 1876. Second, debt in the 1880s: the Matsukata deflation roughly halved rice prices, so the fixed money tax and debts became unpayable; farmers lost land, and the Chichibu Poor People's Party rose in 1884 demanding debt delays and lower taxes. 1 for each reason and 1 for each developed with specific evidence. Also valid: school fees and compulsory schooling; anger at the emancipation of outcastes; the loss of the domain lords as protectors. What scores zero: samurai grievances, which are not peasant protest.

Q2. First, the end of armed samurai resistance: a conscript army of commoners defeated Saigō's former samurai, proving the new army and ending the samurai as a military force. Second, financial: the war's cost was met by printing money, causing inflation that led to Matsukata's deflation from 1881 and the rural distress that followed. 1 per consequence and 1 per development. Also valid: Ōkubo's assassination (1878); opposition moved into the People's Rights Movement; Saigō's legend and pardon (1889). What scores zero: causes of the rebellion.

Q3. A strong answer analyses: Origin and date. Published in Tokyo during the war, the print shows that the rebellion was major news and that Saigō was a figure of public fascination even in the capital of the government he was fighting. Purpose and audience. Commercial publishers made such prints to sell, often from rumours rather than eyewitness reports, so the heroic image of Saigō shows public sympathy for him and for samurai values, which is evidence of the challenge the government faced in winning opinion. Limitations from context. The artist was probably far from Kyushu; details of uniforms, battles and numbers are unreliable, and the print tells us little about the peasants' or the government's experience of the war. So: valuable for popular attitudes to the rebellion and to the loss of samurai status; weak as evidence of the fighting itself, which needs official or eyewitness accounts. band marking. 5–6 needs several aspects of context (maker, date, purpose, audience) each linked to how the source can be used for the inquiry question. Describing the image alone is 1–2.

Q4. A strong answer examines: Source A is the official perspective of the Japanese government in 1876, written as a legal agreement; by calling Korea "an independent state" it shows a deliberate aim to remove China's claim of overlordship, and its terms (open ports, extraterritoriality) show Japan imposing the kind of unequal treaty it had suffered itself. Its limitation: a treaty states rights, not motives. Source B is the perspective of a foreign satirist in Yokohama, drawing for an audience of foreign residents in 1887; it presents the rivalry as a contest between powers, with Russia waiting, which supports the security interpretation. The sources corroborate each other that Korea was the centre of Japan's foreign policy, but differ in perspective: an insider's legal claim against an outsider's satirical judgement. Own knowledge (the Imo incident 1882, Gapsin 1884, the Tianjin Convention 1885, Yamagata's "line of interest" 1890) shows how the rivalry with China escalated into war in 1894. band marking. Top band identifies each perspective and its basis, explains agreement and conflict, and links both to the inquiry question with own knowledge. Describing the treaty and the cartoon separately stays in the lowest band.


Educerie · written from the published IB Diploma Programme History guide, first assessment 2028, focused study 3 Political and economic transitions, the Meiji Restoration (1853–1894): what challenges did society face after the transition? Original text, examples and questions. Diagrams drawn by Educerie. Last reviewed 3 October 2026.