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国际文凭组织 · IB Diploma · 历史 · SL

  • 1

    指定科目/P1 · 历史资料与语境评估

    1.1

    History: sources and the prescribed subject

    English

    IB Diploma Programme History SL (first assessment 2020; current guide). Paper 1 and the prescribed subjects are shared by SL and HL, and this topic equips PAPER 1 — the source paper — and the PRESCRIBED SUBJECT menu it examines. Schools choose ONE prescribed subject from five (military leaders; conquest and its impact; the move to global war; rights and protest; conflict and intervention), studied through TWO case studies 案例研究 from different regions. This handout teaches the source-craft Paper 1 marks, then kits each prescribed subject with its scope, its two classic case studies and the questions it asks — so any school's choice is covered. The worked examples use “the move to global war”, the most widely taught choice.

    Must-know for Paper 1 and the prescribed subjects:

    Family Content
    P1 questions Q1–2 comprehension/value; Q3 purpose; Q4 analysis of sources; OPVL
    source craft origin 来历, purpose 目的, value 价值, limitation 局限 — tied to the enquiry
    PS menu military leaders; conquest; move to global war; rights and protest; conflict and intervention
    worked PS move to global war: German expansion 1933–38; Japanese expansion 1931–41
    词汇 训练
    English 中文 拼音
    origin/ˈɒrɪdʒɪn/ 来历 lái lì
    purpose/ˈpɜːpəs/ 目的 mù dì
    value/ˈvæljuː/ 价值 jià zhí
    limitation/ˌlɪmɪˈteɪʃn/ 局限 jú xiàn
    1.2

    Reading sources: the Paper 1 craft

    English

    Paper 1 gives five primary sources 一手史料 plus a background sheet, and 60 minutes for FOUR questions. QUESTION 1 (a–b) is comprehension: read source A and answer by WHAT THE SOURCE SAYS, quoting its wording as evidence — no outside knowledge, no evaluation. Quote the source's wording as evidence 证据. QUESTION 2 asks the value and limitations of a source's CONTENT for a stated enquiry: value lies in what it reliably shows (a memo written at the time records the writer's real intentions), limitations in what it cannot show (one observer's view, a court painter's flattery). QUESTION 3 asks purpose: the intended effect on an audience — to persuade, warn, legitimise, reassure — inferred from the source's form and moment, and the classic error is confusing purpose (an intended effect) with content. QUESTION 4 (the longest) asks an essay in miniature using the sources AND your own knowledge, with a firm two-sided structure.

    The toolkit for all of it is OPVL — origin, purpose, value, limitation — with the rule that VALUE and LIMITATION are always RELATIVE TO A QUESTION: a propaganda poster 宣传海报 is worthless as evidence of living standards and excellent as evidence of what a regime wanted its people to believe. Origins (who, when, where) and purpose are the handles; the mistake to avoid is "this source is biased, therefore useless" — bias itself is historical evidence.

    词汇 训练
    English 中文 拼音
    primary source/ˈpraɪməri sɔːs/ 一手史料 yī shǒu shǐ liào
    evidence/ˈevɪdəns/ 证据 zhèng jù
    propaganda poster/ˌprɒpəˈɡændə ˈpəʊstə/ 宣传海报 xuān chuán hǎi bào
    1.3

    The five prescribed subjects as kits

    English

    MILITARY LEADERS: one leader's rise, campaigns and impact, read through two case studies from different regions (the classic pairing is a modern and an early-modern conqueror — e.g. Charlemagne with a twentieth-century commander). The questions: what made leadership possible, and what did victory change?

    CONQUEST AND ITS IMPACT: the conquerors, the conquered and the aftermath, with two conquests compared, with themes of administration, culture, resistance and demography (classic: the Spanish in the Americas, 1492–1600, against the Mongol expansion, 1200–1300).

    THE MOVE TO GLOBAL WAR (the worked example below): the expansionist steps by two states that broke collective security — GERMAN EXPANSION 1933–38 (rearmament, Rhineland 1936, Anschluss and Munich 1938) and JAPANESE EXPANSION 1931–41 (Manchuria 1931, China from 1937, the push south to Pearl Harbor). The enquiry: why did collective security 集体安全 fail?

    RIGHTS AND PROTEST: the struggle for civil rights in TWO twentieth-century states (classic: the US civil-rights movement and apartheid South Africa) — the legal architecture of oppression, the movement's strategies, the turning points.

    CONFLICT AND INTERVENTION: intervention in ONE conflict after 1990 (classic: Rwanda 1994) studied against a second case (e.g. Kosovo 1999) — the causes, the outside response, and the doctrine debates (humanitarian intervention versus sovereignty).

    Worked example (the move to global war). A Paper-4 style question — "Evaluate the claim that collective security failed because of the aggressors' audacity rather than the democracies' weakness" — is answered with the sources' treaties and memoranda against your knowledge: the League's Manchuria verdict (1933) that Japan simply walked past; the Hoare–Laval humiliation; the Rhineland's bloodless walk-in; and Munich's surrender of the Sudetenland. Two-sided means weighing whether the pattern shows aggressors escalating faster than institutions could respond, or institutions unwilling to respond at all.

    词汇 训练
    English 中文 拼音
    collective security/kəˈlektɪv sɪˈkjʊərɪti/ 集体安全 jí tǐ ān quán
    1.4

    Checklist

    English
    • Q1 technique: quote the source, no outside knowledge (craft).
    • Q2: value and limitation of content relative to the enquiry, with a named feature as the handle (craft).
    • Q3: purpose as intended effect, inferred from form and moment (craft).
    • Q4: a mini-essay — thesis, three sources, outside knowledge, a counter-case, a judgement (craft).
    • OPVL with the bias-is-evidence rule; "useless because biased" is the banned move (craft).
    • The five prescribed subjects with one classic case-study pairing each; the move-to-global-war timeline 1931–41 worked through (menu).

    Boundary notes: Paper 1 is 60 minutes and marks Q1 [8], Q2 [8], Q3 [8] and Q4 [16]: timing discipline is one mark a minute. All case-study facts cited are the standard historical record.

    词汇 训练
    English 中文 拼音
    case study/keɪs ˈstʌdi/ 案例研究 àn lì yán jiū
    Additional notes PDF
    English

    Supported preparation: Source comparison and contextual value

    Scope and prerequisites

    IB history first assessment 2017; 2028 course recorded separately. School selects one of five prescribed subjects (both cases), two of twelve world-history topics; HL selects one region with three sections. No selection is silently implied. Future 2028 focused/thematic studies are a different course.

    Mapped preparation outcomes: ib_history_sl.1.1, ib_history_sl.1.2. Read the matching native lesson first. Actual approved choices, evidence and final learner work remain separate.

    Source vocabulary

    provenance 来源背景; corroboration 相互印证.

    Explanation and worked method

    Infer what a source says before evaluating it. Origin, purpose and content affect usefulness for a specified question. Primary status does not ensure accuracy; a later synthesis can be valuable but needs evidence and scope review.

    Original classroom evidence panel for Source comparison and contextual value

    Original fictional archive: a dated notice says the reading room opens to everyone; a same-week letter says its writer cannot attend during work hours. Compare and evaluate for access.

    Both allow formal opening while the letter reveals a practical time barrier for its writer. The notice is useful for the announced rule, but cannot establish actual attendance. The letter records one perspective, with unknown representativeness. Corroborate opening logs and other users.

    Independent transfer

    Three newsletters copy one announcement. How much independent corroboration do they supply?

    Attempt independently before reading the model.

    Checked original model

    Repetition traces to one origin and supplies little independent confirmation of the announced event. It may show dissemination. Seek an independently produced completion or attendance record, checking its date, purpose and whether it too reports a plan.

    These are authored formative expectations, not official IB descriptors. Accept other justified arguments with evidence and material limits.

    Source and task holds

    This supplement teaches the method for this part of the course. The full assessment criteria and any texts your school chooses come from your teacher.

  • 2

    世界史话题/指定P2 · 因果、变迁与比较论述

    2.1

    World history topics

    English

    IB Diploma Programme History SL (first assessment 2020; current guide). Paper 2 and the world-history topics are shared by SL and HL: schools teach TWO of the TWELVE topics, each through TWO case studies from different regions, and the paper asks two essays [22] with every question centred on CAUSE, EFFECT and CHANGE. This handout teaches the essay craft and kits the most widely taught topics with classic case-study pairings and core contentions.

    Must-know for Paper 2:

    Family Content
    essay craft thesis-led [22]: structure, evidence, counter-case, judgement
    commands “discuss”, “evaluate”, “compare”, “examine” decoded
    taught pairings authoritarian states (20c); causes and effects of 20c wars; the Cold War
    also common society and economy; democratic states; independence movements
    2.2

    The Paper 2 essay craft

    English

    The [22] essay 论文 is thesis-led, not narrative-led: a direct answer 回答 to the question in the first two sentences, then three body paragraphs each arguing one leg of the thesis with named evidence 证据 (dates, actors, provisions — “the Enabling Act, March 1933” beats “he consolidated power”), a counter-case 反方论证 paragraph that concedes and answers the other side, and a judgement 判断 that weighs rather than repeats. The COMMAND TERMS decode as: “discuss/evaluate” — a case with strengths and limits weighed to a verdict; “compare” — a connective discipline (whereas, in both cases) with direct comparison in every paragraph, never two parallel stories; “examine” — the assumptions of the claim itself on the table. TIMING: 45 minutes an essay, five of them for planning; and the classic failures to avoid: narrative (telling what happened instead of arguing the question), single-case answers to “compare”, and evidence-free assertion.

    词汇 训练
    English 中文 拼音
    essay/ˈeseɪ/ 论文 lùn wén
    answer/ˈænsə/ 回答 huí dá
    evidence/ˈevɪdəns/ 证据 zhèng jù
    counter-case/ˈkaʊntə keɪs/ 反方论证 fǎn fāng lùn zhèng
    judgement/ˈdʒʌdʒmənt/ 判断 pàn duàn
    2.3

    The world-history menu as kits

    English

    AUTHORITARIAN STATES (20th century) — the most taught topic: rise (economic crisis, weak institutions, propaganda, violence), rule (political control, social policy, opposition) and impact, read through TWO states from different regions — the classic pairings: Hitler's Germany with Castro's Cuba; Mao's China with Mussolini's Italy. Core contentions: does the rise need crisis more than ideology, and does control rest on coercion 强制 more than consent?

    CAUSES AND EFFECTS OF 20TH-CENTURY WARS — two world wars or a world war with a civil war; LONG-term (alliance systems, imperial rivalry, ideology), SHORT-term (crises, mobilisation) and TRIGGER causes distinguished, and effects measured politically (borders, regimes), economically (costs, reconstruction) and socially (demography, women's roles, memory). Classic pairing: the First World War with the Second.

    THE COLD WAR: SUPERPOWER TENSIONS AND RIVALRIES — origins (ideology, security, power), development (crises from Berlin to Cuba; deterrence and the arms race; spheres and proxy wars), and end (economic failure, leadership, the revolutions of 1989–91), read through US–Soviet relations plus ONE regional case (classic: Korea, Vietnam, or Afghanistan).

    The remaining topics kit briefly: SOCIETY AND ECONOMY (750–1400) and DYNASTIES AND RULERS (750–1500) — pre-modern states, trade and belief; SOCIETIES IN TRANSITION (1400–1700) and EARLY MODERN STATES (1450–1789), with expansion, absolutism, knowledge; CAUSES AND EFFECTS OF EARLY MODERN WARS (1500–1750); ORIGINS, DEVELOPMENT AND IMPACT OF INDUSTRIALIZATION (1750–2005); INDEPENDENCE MOVEMENTS (1800–2000), studied through classic India with a Latin American case; EMERGENCE AND DEVELOPMENT OF DEMOCRATIC STATES (1848–2000) — liberal reform, suffrage, one democratic state's depth. Each supplies the same skeleton: two regions, one big question.

    Worked example. A favourite Paper-2 question — “Discuss the view that authoritarian rule rested more on propaganda than terror” — is answered with the paired states: Germany's radio and rallies made a political religion, yet the Night of the Long Knives and the Gestapo's informant web answered dissent; Cuba's literacy campaign and symbolism coexisted with Committees for the Defence of the Revolution. The judgement: propaganda 宣传 manufactured consent; terror policed its boundary — the two were one system, but terror 恐怖 was the backstop that propaganda alone never was.

    词汇 训练
    English 中文 拼音
    coercion/ˌkəʊˈɜːʃn/ 强制 qiáng zhì
    propaganda/ˌprɒpəˈɡændə/ 宣传 xuān chuán
    terror/ˈterə/ 恐怖 kǒng bù
    2.4

    Checklist

    English
    • Thesis-led structure with named evidence in every paragraph; counter-case conceded and answered; judgement that weighs (craft).
    • The command terms decoded; timing 45 + 5 (craft).
    • Authoritarian states: rise (crisis, ideology, violence), rule (consent and coercion), with two-region pairings; 20th-century wars: long/short/trigger causes and three effect families (menu).
    Additional notes PDF
    English

    Supported preparation: Causes, triggers and comparison

    Scope and prerequisites

    IB history first assessment 2017; 2028 course recorded separately. School selects one of five prescribed subjects (both cases), two of twelve world-history topics; HL selects one region with three sections. No selection is silently implied. Future 2028 focused/thematic studies are a different course.

    Mapped preparation outcomes: ib_history_sl.2.1, ib_history_sl.2.2. Read the matching native lesson first. Actual approved choices, evidence and final learner work remain separate.

    Source vocabulary

    causation 因果关系; continuity 延续性.

    Explanation and worked method

    A cause explains how conditions contribute to an outcome; a trigger helps explain timing. Evaluate relative significance by mechanism and evidence, not simply chronology. Authentic comparisons need the school's selected topics and cases.

    Original classroom evidence panel for Causes, triggers and comparison

    Fictional sequence: membership fees rose, attendance declined, and a later meeting approved closure. Did the meeting cause the entire decline?

    The meeting is a decision associated with closure, while earlier fees may have affected access and attendance. Examine dates, alternatives and evidence for other causes before deciding significance. Compare another case by the same causal question, including differences that limit transfer.

    Independent transfer

    Attendance began falling before fees rose. How should the causal argument change?

    Attempt independently before reading the model.

    Checked original model

    The fee rise cannot explain the earlier onset by itself. It may still worsen a later decline. Reconstruct chronology and compare work schedules, alternatives and group patterns, then qualify the relative significance rather than erase the inconvenient evidence.

    These are authored formative expectations, not official IB descriptors. Accept other justified arguments with evidence and material limits.

    Source and task holds

    This supplement teaches the method for this part of the course. The full assessment criteria and any texts your school chooses come from your teacher.

  • 3

    历史探究 · 探究、证据与方法论反思

    3.1

    The historical investigation

    English

    IB Diploma Programme History SL (first assessment 2020; current guide). The internal assessment is shared by SL and HL: the historical investigation 历史探究, a 2 000-word piece of original research worth 20% of the final grade, marked against the same six criteria. This handout walks each: choosing and focusing a question, planning the research, selecting and evaluating sources, organising the evidence, analysing and concluding, and reflecting on the method — with the worked Hoare–Laval example throughout.

    Must-know for the investigation:

    Criterion Marks What it rewards
    question & research plan 6 a precise, answerable, non-trivial question
    research 6 breadth, relevance, precision of the sources
    sources & evidence 6 OPVL applied to TWO sources in depth
    analysis & structure 6 argument weighed, counter-cases answered
    conclusion & reflection 6 a judgement that owns its limits
    sources & referencing 4 a complete, consistent apparatus
    词汇 训练
    English 中文 拼音
    historical investigation/hɪˈstɒrɪkl ɪnˌvestɪˈɡeɪʃn/ 历史探究 lì shǐ tàn jiū
    3.2

    Choosing and planning

    English

    The question 问题 makes or breaks the investigation. A good one is NARROW (a person, a decision, an event, a policy — not “a war”), ANSWERABLE (the evidence exists and is accessible to a student) and NON-TRIVIAL (historians actually disagree, or the answer is not in the textbook). Compare: “Why did the League of Nations fail?” (too broad, narrative) against “How far was the Hoare–Laval Pact (1935) the decisive blow to League credibility?” (a decision, a date, a debatable “how far”). The research plan 研究计划 states the question, the proposed method (which kinds of sources, which archives or editions) and a mini-bibliography — a plan, not a straightjacket: it is expected to evolve.

    The research plan criterion also rewards a reasoned CHOICE of topic: personal interest, resource access and a genuine historiography 史学辩论. The classic failure is the biography-report: a life story retold with no question. Every step of the investigation answers back to the question — if a source or paragraph does not serve it, it goes.

    词汇 训练
    English 中文 拼音
    question/ˈkwestʃn/ 问题 wèn tí
    research plan/rɪˈsɜːtʃ plæn/ 研究计划 yán jiū jì huà
    historiography/ˌhɪstɔːrɪˈɒɡrəfi/ 史学辩论 shǐ xué biàn lùn
    3.3

    Sources, evidence and evaluation

    English

    The SOURCE-WORK is the investigation's heart: a broad, relevant and precise set of sources: primary sources 一手史料 where possible (documents, speeches, statistics, memoirs), secondary sources 二手史料 for context and debate (monographs, journal articles, reputable reference) — and then, crucially, TWO sources evaluated IN DEPTH with OPVL from topic 01: origin and purpose as handles, value and limitation RELATIVE TO THE INVESTIGATION'S QUESTION. A cabinet minute is valuable for ministers' real positions and limited for what happened in the room next door; a retrospective memoir is valuable for self-justification unmasked and limited for the sequence of events.

    EVIDENCE is then organised to the argument, not to the narrative: grouped by THEME (each cluster serving one leg of the answer), with the sources cross-checked for corroboration 相互印证 and contradiction are both findings. Citation runs in-text (author, page) with a full bibliography; the apparatus criterion is consistency, not any single convention.

    词汇 训练
    English 中文 拼音
    primary source/ˈpraɪməri sɔːs/ 一手史料 yī shǒu shǐ liào
    secondary source/ˈsekəndəri sɔːs/ 二手史料 èr shǒu shǐ liào
    corroboration/kəˌrɒbəˈreɪʃn/ 相互印证 xiāng hù yìn zhèng
    3.4

    Analysis, conclusion and reflection

    English

    Analysis 分析 is argument: each thematic section argues its leg with evidence, weighs the counter-case, and hands on to the next — the structure criterion rewards an investigation that is ORGANISED AROUND A THESIS, with signposted sections and no narrative dead-ends. The CONCLUSION answers the question directly, states the judgement's grounds, and — the reflection 反思 criterion — OWNS ITS LIMITS: which sources were unavailable, whose voice is missing, what the investigation could not settle and why. Reflection is methodological, not confessional: what the evidence allowed and forbade.

    Worked example. Question: “How far was the Hoare–Laval Pact (December 1935) the decisive blow to League credibility?” Plan: British and French cabinet records in published collections, the Contemporary press, and the historiography from 1936 to the present. Two deep sources: the pact's published text (origin: a Franco-British proposal leaked to the press; value: shows exactly what was conceded to Italy; limitation: a proposal, never a policy) and a leading article in “The Times” (origin: the newspaper of the British establishment; purpose: to rescue the government's policy; value: evidence of elite opinion in real time; limitation: political interest). Analysis: the pact followed Manchuria and preceded the Rhine remilitarisation — the thematic sections weigh concession as pattern against structure. Conclusion: the pact was decisive less for its terms than for its LEAK and withdrawal — credibility destroyed by its own authors — with the reflection noting the closed French archives and the pro-League bias of much historiography.

    词汇 训练
    English 中文 拼音
    analysis/əˈnæləsɪs/ 分析 fēn xī
    reflection/rɪˈflekʃn/ 反思 fǎn sī
    3.5

    Checklist

    English
    • Question narrow, answerable, non-trivial; the plan states question, method and a mini-bibliography (criteria 1–2).
    • Source set broad, relevant, precise; primary where possible; TWO sources evaluated in depth with OPVL relative to the question (criteria 2–3).
    • Evidence organised by theme to serve the thesis; corroboration and contradiction both reported (criterion 4).
    • Analysis argues, weighs and signposts; the conclusion answers directly and owns its limits methodologically (criteria 4–5).
    • In-text citation with a complete, consistent bibliography (criterion 6).
    • The worked Hoare–Laval example's question, two deep sources and conclusion understood (all).

    Boundary notes: 2 000 words for the body (plan, sources and bibliography excluded), marked against six criteria totalling 34; the word discipline is real — the reflection and analysis criteria reward precision, not padding. The worked example is original.

    Additional notes PDF
    English

    Supported preparation: Investigation and historical reflection

    Scope and prerequisites

    IB history first assessment 2017; 2028 course recorded separately. School selects one of five prescribed subjects (both cases), two of twelve world-history topics; HL selects one region with three sections. No selection is silently implied. Future 2028 focused/thematic studies are a different course.

    Mapped preparation outcomes: ib_history_sl.3.1, ib_history_sl.3.2. Read the matching native lesson first. Actual approved choices, evidence and final learner work remain separate.

    Source vocabulary

    historical inquiry 历史探究; significance 重要性.

    Explanation and worked method

    Focus a question on an issue, period and setting that surviving sources can address. Build a source inventory, cite exact sources and distinguish evaluation, argument and reflection on historical method.

    Original classroom evidence panel for Investigation and historical reflection

    Task: only committee records survive. A pupil proposes to reconstruct everyone's feelings. Revise the question and reflect on the limitation.

    Ask how the committee justified a bounded decision during a specified period, while noting that official records may omit dissent and users' experiences. Seek other surviving evidence without inventing testimony. Reflection explains selection and survival of records, not how hard the pupil worked.

    Independent transfer

    A private letter survives after an official-record-only investigation. Is it automatically more truthful?

    Attempt independently before reading the model.

    Checked original model

    No. It can reveal a different perspective or omitted experience, but purpose, author, context and corroboration still matter. Revise the source range and question if justified; private status alone establishes neither accuracy nor representativeness.

    These are authored formative expectations, not official IB descriptors. Accept other justified arguments with evidence and material limits.

    Source and task holds

    This supplement teaches the method for this part of the course. The full assessment criteria and any texts your school chooses come from your teacher.

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