AP U.S. History Unit 5

Period 5: 1844–1877

~17 Class Periods | 10–17% AP Exam Weighting

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5.1 Contextualizing Period 5

Overview

Period 5 (1844–1877) represents one of the most dramatic and transformative eras in American history. It begins with aggressive territorial expansion driven by Manifest Destiny and ends with the contested conclusion of Reconstruction after the Civil War. This period witnessed the nation's greatest crisis—the Civil War—which tested whether the democratic experiment could survive and fundamentally redefined American society, politics, and constitutional order.

The era's central question was whether the United States could expand territorially while maintaining the delicate sectional balance between free and slave states. Ultimately, the answer was no—expansion accelerated the sectional crisis, leading to disunion, war, emancipation, and a painful attempt to rebuild the nation on new foundations of equality.

🎯 Key Themes

  • Territorial Expansion: Manifest Destiny ideology justified aggressive westward expansion through war and purchase
  • Sectional Crisis: Every territorial gain intensified debate over slavery's expansion, breaking compromises
  • Political Realignment: Whig Party collapsed; Republican Party emerged as anti-slavery expansion coalition
  • Civil War: Nation's bloodiest conflict (620,000+ deaths) tested survival of democracy
  • Emancipation: 4 million enslaved people freed; 13th Amendment abolished slavery
  • Reconstruction: Attempted to rebuild South and guarantee rights for freedpeople; ultimately failed
  • Constitutional Revolution: 13th, 14th, 15th Amendments redefined citizenship and federal power

⚠️ AP Exam Context

  • Period 5 carries 10–17% exam weight—crucial for essays and DBQs
  • Heavily tested on causation: Territorial expansion → sectional crisis → Civil War
  • Understand continuity and change: Emancipation vs. continued racism; Reconstruction gains vs. failures
  • Know competing perspectives: North vs. South, abolitionists vs. slaveholders, Radical vs. Presidential Reconstruction
  • Master key documents: Compromise of 1850, Kansas-Nebraska Act, Emancipation Proclamation, Reconstruction Amendments

5.2 Manifest Destiny (GEO)

The Ideology

Definition: Manifest Destiny was the belief that American expansion across the continent to the Pacific Ocean was inevitable, justified, and divinely ordained.

Coined: 1845 by journalist John L. O'Sullivan who wrote of America's "manifest destiny to overspread the continent"

Justifications:

  • Divine Blessing: God ordained American expansion
  • Racial Superiority: Anglo-Saxon race destined to dominate "inferior" peoples
  • Democratic Mission: Spread democracy and republican institutions
  • Economic Opportunity: Access to resources, trade routes, farmland
  • Security: Prevent European powers from controlling North America

Reality: Manifest Destiny masked conquest, Native American displacement, and racial oppression with lofty rhetoric

Territorial Acquisitions

Texas Annexation (1845)

Background:

  • Texas won independence from Mexico (1836) at Battle of San Jacinto
  • Requested U.S. annexation but Jackson, Van Buren delayed (feared war with Mexico, slavery controversy)

1844 Election: James K. Polk (Democrat) ran on expansionist platform; defeated Henry Clay

Annexation: Outgoing President John Tyler pushed through joint resolution (simple majority) rather than treaty (2/3 Senate); Texas admitted as slave state

Consequences: Mexico broke diplomatic relations; set stage for Mexican-American War

Oregon Territory (1846)

Background: U.S. and Britain jointly occupied Oregon Territory (Pacific Northwest)

Campaign Slogan: "Fifty-four Forty or Fight!"—demanded entire territory to 54°40' latitude

Oregon Treaty (1846): Compromise at 49th parallel (current Canadian border)

Significance: Peaceful resolution; secured Pacific Northwest; avoided war with Britain

Impact on Native Americans

Continued Displacement: Western expansion dispossessed Native tribes of ancestral lands

Broken Treaties: U.S. repeatedly violated agreements with Native nations

Violence: Military campaigns forced tribes onto reservations

Cultural Destruction: Federal policies aimed to assimilate and "civilize" Native peoples

🎯 Key Terms

  • Manifest Destiny: Belief in inevitable American expansion across continent
  • John L. O'Sullivan: Journalist who coined "Manifest Destiny" (1845)
  • James K. Polk: Expansionist president (1845–1849); "54-40 or Fight"
  • Texas Annexation: 1845—admitted as slave state
  • Oregon Treaty: 1846—49th parallel border with Britain
  • "Fifty-four Forty or Fight": Campaign slogan demanding entire Oregon

⚠️ AP Exam Tips

  • Critique Manifest Destiny: Recognize it as racist, imperialist ideology masking conquest
  • Causation: Manifest Destiny → territorial expansion → sectional crisis over slavery
  • Native impact: Always discuss consequences for indigenous peoples
  • Sectional implications: Every new territory sparked slavery debate

5.3 The Mexican–American War (WOR)

Causes of the War

  • Texas Annexation: Mexico never recognized Texas independence; viewed annexation as act of war
  • Border Dispute: Texas claimed Rio Grande as border; Mexico insisted on Nueces River (further north)
  • Unpaid Debts: Mexico owed money to American citizens; refused to pay
  • Polk's Expansionism: President Polk wanted California and Southwest; sent John Slidell to buy territories; Mexico refused
  • Provocation: Polk ordered General Zachary Taylor to disputed territory between rivers; Mexican forces attacked

The War (1846–1848)

Declaration: Polk claimed "American blood has been shed on American soil"; Congress declared war

Opposition:

  • Whigs: Saw war as Democratic land grab for slavery expansion
  • Abraham Lincoln: Challenged Polk's justification with "Spot Resolutions"—demanded to know exact spot where blood was shed
  • Henry David Thoreau: Refused to pay taxes; wrote "Civil Disobedience" opposing war
  • Abolitionists: Denounced war as pro-slavery conspiracy

Major Campaigns:

  • Northern Mexico: Zachary Taylor won battles at Monterrey, Buena Vista
  • California: U.S. forces captured California with little resistance; Bear Flag Revolt
  • Mexico City: General Winfield Scott landed at Veracruz, marched inland, captured capital (1847)

Treaty of Guadalupe Hidalgo (1848)

Terms:

  • Mexican Cession: Mexico ceded ~525,000 square miles (California, Nevada, Utah, most of Arizona, New Mexico, parts of Colorado, Wyoming)
  • Rio Grande Border: Established as Texas-Mexico boundary
  • Payment: U.S. paid Mexico $15 million
  • Debt Assumption: U.S. assumed $3.25 million in Mexican debts to Americans
  • Citizenship: Mexican residents in ceded territory could become U.S. citizens

Significance: Added ~1/3 of Mexico's territory to U.S.; fulfilled Manifest Destiny; reignited sectional crisis over slavery in new territories

Wilmot Proviso (1846)

Proposal: Representative David Wilmot (Pennsylvania Democrat) proposed banning slavery in any territory acquired from Mexico

Argument: New lands should be reserved for free white labor, not slavery

Debate:

  • North: Supported Wilmot Proviso; opposed slavery expansion
  • South: Furious; claimed right to bring property (enslaved people) into territories

Outcome: Passed House multiple times; defeated in Senate

Significance: Revealed sectional divisions were geographic, not party-based; North vs. South rather than Democrat vs. Whig; foreshadowed collapse of national parties

🎯 Key Terms

  • Mexican-American War: 1846–1848; U.S. victory expanded territory dramatically
  • Zachary Taylor: General; won battles in northern Mexico; later president
  • Winfield Scott: General who captured Mexico City
  • Treaty of Guadalupe Hidalgo: 1848—Mexican Cession to U.S.
  • Mexican Cession: ~525,000 sq. miles including California, Southwest
  • Wilmot Proviso: Failed proposal to ban slavery in Mexican Cession
  • David Wilmot: Pennsylvania congressman who proposed proviso

⚠️ AP Exam Tips

  • Controversial war: Many saw it as aggressive imperialism for slavery expansion
  • Wilmot Proviso: Though it failed, it revealed permanent sectional divide
  • Causation: Mexican-American War → massive territorial gain → slavery debate → sectional crisis
  • Opposition voices: Know Lincoln, Thoreau criticized war

5.4 The Compromise of 1850 (NAT)

Crisis Over California

Gold Rush (1849): California's population exploded; applied for statehood

Problem: California sought admission as free state; would upset balance (15 free, 15 slave states)

Southern Threat: Some Southern leaders threatened secession if California admitted as free state

Need: Compromise to preserve Union

The Compromise

Architect: Henry Clay ("Great Compromiser") crafted package deal

Support: Senator Daniel Webster supported compromise despite Northern opposition; Senator Stephen Douglas steered passage

Opposition: Senator John C. Calhoun (South Carolina) opposed; demanded stronger protection for slavery

Five-Part Package:

1. California Admitted as Free State

  • North Won: Broke sectional balance; 16 free vs. 15 slave states

2. Popular Sovereignty in Utah and New Mexico Territories

  • Concept: Settlers would vote on slavery (bypassed federal decision)
  • Problem: Vague; unclear when vote would occur

3. Texas-New Mexico Border Settled

  • Texas gave up land claims to New Mexico; U.S. assumed $10 million Texas debt

4. Slave Trade Abolished in Washington, D.C.

  • Symbolic Victory: Ended slave auctions in nation's capital
  • Limitation: Didn't end slavery itself in D.C.; only the trade

5. Fugitive Slave Act of 1850 — MOST CONTROVERSIAL

  • Provisions:
  • Federal commissioners appointed to pursue fugitive enslaved people
  • Accused had no jury trial; couldn't testify on own behalf
  • Citizens required to assist in capturing runaways; $1,000 fine for helping fugitives
  • Commissioners paid $10 if fugitive returned to slavery, $5 if freed (incentive to enslave)
  • Northern Response: Outrage; "slave catchers" hunted people in free states; some free Blacks kidnapped
  • Resistance: Underground Railroad intensified; personal liberty laws passed; violent rescues of captured people
  • Impact: Radicalized many Northerners; made slavery a Northern problem, not just Southern

Aftermath

Temporary Relief: Compromise delayed crisis; gave Union 10 more years

Deeper Divisions: Fugitive Slave Act inflamed North; South still felt threatened

Last National Compromise: Future attempts at compromise would fail

🎯 Key Terms

  • Compromise of 1850: Five-part package addressing California, slavery, territories
  • Henry Clay: "Great Compromiser"; architected deal
  • Stephen Douglas: Illinois senator who pushed compromise through
  • Popular Sovereignty: Letting settlers vote on slavery in territories
  • Fugitive Slave Act: Required Northerners to return escaped enslaved people
  • Personal Liberty Laws: State laws protecting accused fugitives

⚠️ AP Exam Tips

  • Know all five parts: California, popular sovereignty, border, D.C. slave trade, Fugitive Slave Act
  • Fugitive Slave Act: Most significant; radicalized North; understand provisions and impact
  • Temporary solution: Delayed crisis but didn't resolve underlying tension
  • Popular sovereignty: Seemed democratic but led to violence (see Kansas-Nebraska)

5.5 Sectional Conflict: Regional Differences (ARC/SOC)

Deepening Divide

Economic Differences

North: Industrial, urban, diverse economy; wage labor; immigrants

South: Agricultural, rural, cotton-dominated; enslaved labor; plantation system

Conflict: Tariffs (North wanted protection; South wanted free trade), internal improvements, national bank

Uncle Tom's Cabin (1852)

Author: Harriet Beecher Stowe

Content: Novel depicting horrors of slavery; emotional, sympathetic portrayal of enslaved people

Impact: Bestseller; converted thousands to abolitionism; South denounced it as lies

Lincoln's Quote: Allegedly called Stowe "the little woman who wrote the book that started this great war"

🎯 Key Terms

  • Uncle Tom's Cabin: 1852 novel exposing slavery's brutality; huge impact
  • Harriet Beecher Stowe: Author who galvanized Northern anti-slavery sentiment

5.6 Failure of Compromise (PCE)

Breakdown of Sectional Compromises

Kansas-Nebraska Act (1854)

Proposed By: Senator Stephen Douglas

Provision: Created Kansas and Nebraska territories; allowed popular sovereignty (let settlers vote on slavery)

Impact: Repealed Missouri Compromise’s 36°30' line; led to violent conflict (“Bleeding Kansas”)

Northern Reaction: Outrage; seen as pro-slavery plot

Significance: Destroyed Whig Party; gave rise to Republican Party (anti-slavery expansion)

Bleeding Kansas

What: Violent clashes between pro-slavery and anti-slavery settlers in Kansas

Key Event: Sack of Lawrence (pro-slavery attack on town); Pottawatomie Massacre (John Brown's anti-slavery attack)

Significance: Showed popular sovereignty would not resolve slavery peacefully

Foreshadowed: The violence of the coming Civil War

Dred Scott v. Sandford (1857)

Chief Justice: Roger B. Taney

Decision: Enslaved people cannot be citizens and cannot sue; Congress cannot ban slavery in territories

Effect: Declared Missouri Compromise unconstitutional; made slavery expansion possible anywhere

Northern Reaction: Outrage; strengthened Republican opposition to "slave power"

Other Sectional Flashpoints

  • Caning of Charles Sumner (1856): Congressman Preston Brooks beat anti-slavery Senator Charles Sumner in the Senate—symbol of breakdown in civil discourse.
  • John Brown’s Raid (1859): Tried to spark slave uprising at Harpers Ferry, VA; failed but inflamed South.

🎯 Key Terms

  • Kansas-Nebraska Act: Repealed MO Comp.; popular sovereignty in new territories
  • Bleeding Kansas: Violent conflict over slavery in Kansas
  • Dred Scott v. Sandford: Ruled Black people not citizens; Congress can't ban slavery in territories
  • John Brown's Raid: Attempted slave revolt—heightened Southern fears

⚠️ AP Exam Tips

  • Compromises fail: Every attempt deepened sectional divisions
  • Kansas-Nebraska: Know why it angered North and how it led to "Bleeding Kansas" and Republican Party
  • Dred Scott: Know ruling and its sweeping pro-slavery implications

5.7 Election of 1860 and Secession (WOR)

Election of 1860

  • Split Parties: Democrats split (Northern—Stephen Douglas; Southern—John C. Breckinridge); Republicans—Abraham Lincoln; Constitutional Union Party—John Bell
  • Lincoln's Platform: Stop slavery expansion (NOT abolition); Homestead Act, protective tariffs, transcontinental railroad
  • Result: Lincoln won all free states, no slave states; won with only ~40% popular vote
  • Southern Reaction: Saw Lincoln as existential threat to slavery; within months, SC and then 10 other states seceded

Secession

  • South Carolina: First to secede (Dec. 1860); followed by 10 others
  • Confederate States of America: Formed under President Jefferson Davis; constitution protected slavery
  • Crittenden Compromise: Failed last-ditch effort to preserve Union by protecting slavery; rejected

🎯 Key Terms

  • Election of 1860: Lincoln victory; catalyst for secession
  • Secession: Southern states left Union to protect slavery
  • Crittenden Compromise: Failed attempt to preserve Union by making slavery permanent
  • Confederate States of America: Seceded states; based in Montgomery, AL

5.8 Military Conflict in the Civil War (WOR)

Key Phases & Turning Points

  • Fort Sumter: April 1861; first shots of war in Charleston Harbor; Confederacy attacked Union fort
  • First Bull Run (Manassas): July 1861; Confederate victory shocked North
  • Antietam: Sept. 1862; Union victory; bloodiest single day; led to Emancipation Proclamation
  • Gettysburg: July 1863; Union victory in Pennsylvania; South never invaded North again—TURNING POINT
  • Vicksburg: July 1863; Union gained control of Mississippi River; split Confederacy
  • Sherman's March: 1864; "total war" devastation of South; broke Southern will to fight
  • Appomattox: April 1865; Lee surrendered to Grant; war ended

Comparing Sides

Union Advantages

  • Greater population, industry, railroads
  • Naval superiority
  • Political leadership (Lincoln)

Confederacy Advantages

  • Home-field advantage
  • Military leadership (Lee, Jackson)
  • Defensive war

🎯 Key Terms

  • Fort Sumter: First shots of Civil War
  • Antietam, Gettysburg, Vicksburg: Major Union victories/turning points
  • Sherman’s March: "Total war" strategy
  • Appomattox: Lee's surrender, end of war

5.9 Government Policies During the Civil War (NAT)

Lincoln's Actions

  • Suspended habeas corpus to jail dissenters without trial
  • Issued Emancipation Proclamation (1863) freeing slaves in rebelling states
  • Increased federal power, income taxes, national bank, greenbacks (paper money)

Republican Domestic Policies

  • Morrill Land Grant: promoted agricultural/engineering colleges
  • Homestead Act (1862): free western land to settlers
  • Pacific Railway Act: promoted building transcontinental railroad

🎯 Key Terms

  • Emancipation Proclamation
  • Habeas Corpus Suspension
  • Homestead Act
  • Morrill Land Grant

5.10 Reconstruction (PCE)

Presidential vs. Congressional (Radical) Reconstruction

  • Lincoln/Johnson Plan: Lenient; quick restoration, 10% loyalty oaths, limited Black suffrage
  • Radical Republicans: Thaddeus Stevens, Charles Sumner—military occupation, full Black citizenship, harsh policies for Southern states

Constitutional Changes

  • 13th Amendment: abolished slavery
  • 14th Amendment: citizenship, equal protection
  • 15th Amendment: Black male suffrage

Freedpeople's Gains

  • Black Codes restricted rights—responded by Congress with Civil Rights Act
  • Freedmen's Bureau: assistance for former slaves (schools, aid, legal help)
  • Freedmen elected to office; African Americans in government for first time

🎯 Key Terms

  • 13th, 14th, 15th Amendments
  • Radical Republicans
  • Freedmen’s Bureau

5.11 Failure of Reconstruction (NAT)

Causes of Failure

  • Violence & Intimidation: KKK, White League, lynchings, attacks on Black voters & officeholders
  • Political Compromise of 1877: Ended federal occupation; Rutherford Hayes became president; South left to "home rule"
  • Supreme Court decisions: Weakened 14th/15th Amendments; allowed segregation
  • Sharecropping/Jim Crow: Black Americans lost rights, segregated, forced into economic dependence

Lasting Impact

  • Black political participation virtually ended until 1960s civil rights movement

🎯 Key Terms

  • Compromise of 1877
  • Sharecropping
  • Jim Crow Laws
  • KKK

5.12 Comparison in Period 5

Change, Continuity, and Comparison

  • Change: End of slavery/13th Amendment, African Americans temporarily gain rights, U.S. restructured
  • Continuity: Persistent racism, white supremacy, South resists change
  • Comparison: Sectional debates (slave/free, agricultural/industrial), politics/reform, violence vs. negotiation
  • Constitution: Before/during/after war—flexibility, amendments, federal power rises

⚠️ AP Exam Tips

  • Use evidence from all eras: Manifest Destiny, sectionalism, war, Reconstruction
  • Emphasis on causation, comparison, continuity/change

🎯 Master Unit 5 with These Strategies

📝 Practice Active Recall

Use our Period 5 flashcards to test your APUSH knowledge on key terms, events, and turning points, focusing on evidence for essays.

✅ Test Your Knowledge

Take our interactive Unit 5 quiz and identify which topics you need more review on before the AP exam.

📊 Track Your Progress

Use the AP score calculator to estimate where you stand and how to maximize your points on test day.

💡 Key Study Tips

  • Make comparison charts for North vs. South, periods before/during/after war
  • Master all turning points—Compromise of 1850, Kansas-Nebraska, Dred Scott, election of 1860, Gettysburg, Emancipation, Reconstruction Acts
  • Use DBQ/SAQ practice—cite real events, laws, movements from all of Period 5
  • Review WHY each compromise failed; link to overall narrative

🌟 Remember: Period 5—questions connect Manifest Destiny, the breakdown of compromise, Civil War causes & consequences, and Reconstruction’s successes and failures. Be ready to use evidence and causation for full points!