The original sources of this reform movement lay far back, in the time of the Carolingians. It has been pointed out how Charlemagne pressed the monks into the service of his civilizing aims. We admire this; but it is certain that he thereby alienated monasticism from its original ideals. These, however, had far too strong a hold upon the Roman world for a reaction against the new tendency to be long avoided. This reaction began with the reform of Benedict of Aniane (d. 821), the aim of which was to bring the Benedictine order back to the principles of its original rules. In the next century the reform movement acquired a fresh centre in the Burgundian monastery of Cluny. The energy of a succession of distinguished abbots and the disciples whom they inspired succeeded in bringing about the victory of the reforming ideas in the French monasteries; once more the rule of St Benedict controlled the life of the monks. A large number of the reformed monasteries attached themselves to the congregation of Cluny, thus assuring the influence of reformed monasticism upon the Church, and securing likewise its independence of the diocesan bishops, since the abbot of Cluny was subordinate of the pope alone. (See [Cluny]; [Benedictines] and [Monasticism].) At the same time that Cluny began to grow into importance, other centres of the monastic reform movement were established in Upper and Lower Lorraine; and before long the activity of the Cluniac monks made itself felt in Italy. In Germany Poppo of Stavelot (d. 1048) was a successful champion of their ideas; in England Dunstan (d. 988 as archbishop of Canterbury) worked independently, but on similar lines. Everywhere the object was the same: the supreme obligation of the Rule, the renewal of discipline, and also the economic improvement of the monasteries. The reform movement had originally no connexion with ecclesiastical politics; but that came later when the leaders turned their attention to the abuses prevalent among the clergy, to the conditions obtaining in the Church in defiance of the ecclesiastical law. “Return to the canon law!” was now the battle-cry. In the Cluniac circle was coined the principle: Canonica auctoritas Dei lex est, canon law being taken in the Pseudo-Isidorian sense. The programme of reform thus included not only the extirpation of simony and Nicolaitism, but also the freeing of the Church from the influence of the State, the recovery of her absolute control over all her possessions, the liberty of the Church and of the hierarchy.
As a result, the party of reform placed itself in opposition to those ecclesiastical conditions which had arisen since the conversion of the Teutonic peoples. It was, then, a fact pregnant with the most momentous consequences that Leo IX. attached himself to the party of reform. For, thanks to him and to the men he gathered round him (Hildebrand, Humbert and others), their principles were established in Rome, and the pope himself became the leader of ecclesiastical reform. But the carrying out of reforms led at once to dissensions with the civil power, the starting-point being the attack upon simony.
Originally, in accordance with Acts viii. 18 et seq., simony was held to be the purchase of ordination. In the 9th century the interpretation was extended to include all acquisition of ecclesiastical offices or benefices for money or money’s worth. Since the landed proprietors disposed of churches and convents, and the kings of bishoprics and abbeys, it became possible for them too to commit the sin of simony; hence a final expansion, in the 11th century, of the meaning of the term. The Pseudo-Isidorian idea being that all lay control over things ecclesiastical is wrong, all transferences by laymen of ecclesiastical offices or benefices, even though no money changed hands in the process, were now classed as simony (Humbert, Adversus Simoniacos, 1057-1058). Thus the lord who handed over a living was a simonist, and so too was the king who invested a bishop. On this question the battle began. The Church at first refrained from contesting the rights of the landowners over their own churches, and concentrated her attack upon investiture. In 1059 the new system of papal election introduced by Nicholas II. ensured the occupation of the Holy See by a pope favourable to the party of reform; and in 1078 Gregory VII. issued his prohibition of lay investiture. In the years of conflict that followed Gregory looked far beyond this point; he set his aim ever higher; until, in the end, his idea was to concentrate all ecclesiastical power in the hands of the pope, and to raise the papacy to the dominion of the world. Thus was to be realized the old dream of Augustine: that of a Kingdom of God on earth under the rule of the Church. But it was not given to Gregory to reach this goal, and his successors had to return again to the strife over investiture. The settlement of 1111 may be said to have embodied the only solution of the great question that was right in principle, since it pronounced in favour of a clear distinction between the spiritual and temporal spheres. However, a solution that was right in principle proved impossible in practice, and the long struggle ended in a compromise by the Concordat of Worms (1122). The essential part of this was that the Empire accepted the canonical election of bishops, and allowed the metropolitan to confer the sacred office by gift of ring and pastoral staff; while the Church acknowledged that the bishop held his temporal rights from the Empire, and was therefore to be invested with them by a touch from the royal sceptre. A similar solution was arrived at in England. Henry I. also renounced his claim to bestow ring and pastoral staff, but kept the right of induction into the temporalities (1106-1107). In France the demands of the Church were successful to the same degree as in England and Germany, but without any conflict. Thus the Germanic element in the law regarding appointment to bishoprics was eliminated. Somewhat later it disappeared also in the case of the churches of less importance, patronal rights over these being substituted for the former absolute ownership. The pontificate of Alexander III. (1159-1181) decided this.
Since the time of Charlemagne Germanic influence had preponderated in the West, as is shown in the expansion of the Church no less than in matters of ecclesiastical law. The whole progress of Christianity in Europe from the 9th to the 12th century was due—if we exclude Eastern Christendom—to the Teutonic nations; neither the papacy nor the peoples of Latin race were concerned in it. German priests and bishops carried the Christian faith to the Czechs and the Moravians, laboured among the Hungarians and the Poles, and won the wide district between the Elbe and the Oder at once for Christianity and for the German nation. Germany, too, was the starting-point for the conversion of the Scandinavian countries, which was completed by English priests with the assistance of native princes.
But, even while the Teutonic peoples were thus taking the lead, we can see the Latin races beginning to assert themselves. The monastic reform movement was essentially Latin in origin; and even more significant was the fact that scholasticism, the new theology, had its home in the Latin countries. Aristotelian dialectics had always been taught in the schools; and reason as well as authority had been appealed to as the foundation of theology; but for the theologians of the 9th and 10th centuries, whose method had been merely that of restatement, ratio and auctoritas were in perfect accord. Then Berengar of Tours (d. 1088) ventured to set up reason against authority: by reason the truth must be decided. This involved the question of the relation in theology of authority and reason, and of whether the theological method is authoritative or rational. To these questions Berengar gave no answer; he was ruined by his opposition to Radbert’s doctrine of transubstantiation. The Lombard Anselm (d. 1109), archbishop of Canterbury, was the first to deal with the subject. He took as his starting-point the traditional faith; but he was convinced that whoever has experience of the truths of the faith would be able to understand them. In accordance with this principle he pointed out the goal of theology and the way to its attainment: the function of theology is to demonstrate dogmas sola ratione.
It was a bold conception—too bold for the medieval world, for which faith was primarily the obligation to believe. It was easy, therefore, to understand why Anselm’s method did not become the dominant one in theology. Not he, but the Frenchman Abelard (d. 1142), was the creator of the scholastic method. Abelard, too, started from tradition; but he discovered that the statements of the various authorities are very often in the relation of sic et non, yes and no. Upon this fact he based his pronouncement as to the function of theology: it must employ the dialectic method to reconcile the contradictions of tradition, and thus to shape the doctrines of the faith in accordance with reason. By teaching this method Abelard created the implements for the erection of the great theological systems of the schoolmen of the 12th and 13th centuries: Peter Lombard (d. 1160), Alexander of Hales (d. 1245), Albertus Magnus (d. 1280), and Thomas Aquinas (d. 1275). They adventured a complete exposition of Christian doctrine that should be altogether ecclesiastical and at the same time altogether rational. In so doing they set to work at the same time to complete the development of ecclesiastical dogma; the formulation of the Catholic doctrine of the Sacraments was the work of scholasticism.
Canon law is the twin-sister of scholasticism. At the very time when Peter Lombard was shaping his Sentences, the monk Gratian of Bologna was making a new collection of laws. It was not only significant that in the Concordia discordantium canonum ecclesiastical laws, whether from authentic or forged sources, were gathered together without regard to the existing civil law; of even greater eventual importance was the fact that Gratian taught that the contradictions of the canon law were to be reconciled by the same method as that used by theology to reconcile the discrepancies of doctrinal tradition. Thus Gratian became the founder of the science of canon law, a science which, like the scholastic theology, was entirely ecclesiastical and entirely rational (See [Canon Law]).
Like the new theology and the new science of law, the new monasticism was also rooted in Latin soil. In the first of the new orders, that of the Cistercians (1098), the old monastic ideal set forth in the Rule of Benedict of Nursia still prevailed; but in the constitution and government of the order new ideas were at work. In the Premonstratensian order, however, founded in 1120 by Norbert of Xanten, a new conception of the whole function of monachism was introduced: the duty of the priest-monk is not only to work out his own salvation, but, by preaching and cure of souls, to labour for others. This was the dominant idea of the order of friars preachers founded in 1216, on the basis of the Premonstratensian rule, by Dominic of Osma (see [Dominic, Saint], and [Dominicans]). It was also the basis of the order of friars minor (Franciscans, q.v.), founded in 1210. For the foundation of Francis of Assisi came into existence as a society of itinerant preachers: no one was more deeply convinced than Francis of the duty of working for others, and his own mission was, as he said, to win souls. But with this idea he fused another, namely, that it is the task of the monk to imitate the humility and poverty of Jesus; and his order thus became a mendicant order. From the earliest times the monks had renounced all private property, and no individual monk, but only the order to which he belonged, could acquire possessions. For Francis this was not enough: he put “holy poverty” in place of renunciation of private property, and allowed neither monk nor monastery to have any possessions whatever; for only thus is the following of Jesus complete. So mighty was the impression made by the poverty of the Minorites, that the Dominicans promptly followed their example and likewise became mendicant.
This alone would serve to indicate the remarkable deepening of the religious life that had taken place in the Latin countries. Its beginning may be traced as early as the 11th century (Pietro Damiani, q.v.), and in the 12th century the most influential exponent of this new piety was Bernard (q.v.) of Clairvaux, who taught men to find God by leading them to Christ. Contemporary with him were Hugh (q.v.) of St Victor and his pupil Richard (q.v.) of St Victor, both monks of the abbey of St Victor at Paris, the aim of whose teaching, based on that of the Pseudo-Dionysius, was a mystical absorption of thought in the Godhead and the surrender of self to the Eternal Love. Under the influence of these ideas, in part purely Christian and in part neo-platonic, piety gained in warmth and depth and became more personal; and though at first it flourished in the monasteries, and in those of the mendicant orders especially, it penetrated far beyond them and influenced the laity everywhere.
The new piety did not set itself in opposition either to the hierarchy or to the institutions of the Church, such as the sacraments and the discipline of penance, nor did it reject those foreign elements (asceticism, worship of saints and the like) which had passed of old time into Christianity from the ancient world. Its temper was not critical, but aggressively practical. It led the Romance nations to battle for Christendom. In the 11th and 12th centuries the chivalry of Spain and southern France took up the struggle with the Moors as a holy war. In the autumn of 1096 the nobles of France and Italy, joined by the Norman barons of England and Sicily, set out to wrest the Holy Land from the unbelievers; and for more than a century the cry, “Christ’s land must be won for Christ,” exercised an unparalleled power in Western Christendom.