Abby Epplett, Historian

I had originally intended this post to cover the Tolkien Society Seminar 2025 held online on Saturday, October 18. However, since the event took place from 4:45 a.m. to 1:30 p.m. Eastern Time, and I had already scheduled in-person history events for that day, I decided to watch the replays when these are posted to the Tolkien Society YouTube channel . Instead, I will talk about a mini documentary by the BBC-run YouTube channel HistoryExtra that I have been meaning to watch for seven months. The animatic is still scheduled to appear next week, and my discussion of the conference will appear after the recordings are posted to YouTube. Because of the YouTube algorithm demanding clickbait titles, the mini-documentary is called The REAL history behind Tolkien’s Lord of the Rings, The Hobbit and more . The host was James Osborne , a HistoryExtra employee who studied archaeology and has experience as an entertainment journalist. Like other mini documentaries produced by History...

The morning after Bilbo disappeared during his Long-Expected Party, his heir Frodo took the brunt of the backlash while handing out gifts labeled with insults written by Bilbo. These gifts were remarkable not only for their snide nature but also for being more modern than other gifts given throughout The Lord of the Rings . While variations of these objects had existed for centuries, if not millennia, their status as items once owned by a single person suggested once again that the Shire had entered an early industrial revolution, allowing goods to be mass manufactured at prices that were a fraction of previous costs. Even with these reductions, such gift-giving was an extravagant display of wealth, especially when considering how Bilbo left the remainder of possessions to Frodo. In this essay, I will review the items given to the ungrateful relatives, describe the history of similar objects in the Real World, and reveal how some of these insults were even worse than what appea...

When Bilbo left Bag End after his Long-Expected Party, he wore a traveling outfit that he had assembled during his adventure with Thorin and company many years earlier. The base of this outfit was heavily worn hobbit-clothes, which I have designed to look similar to a late 18 th century costume previously described in “Characters: Bilbo & Frodo Baggins” . The outer layer was a cloak and hood, common clothing for dwarf-men who liked to travel. The cloak and hood were “rather too large” for Bilbo, presumably because although he was nearly the same height as dwarves, he had less muscle mass and a narrower build.

After the Long-Expected Party — and in the case of the hypothetical animated musical, not long after “The Want Song” — Gandalf joined Bilbo in his house and demanded that his hobbit friend give up the One Ring. Bilbo initially reacted badly, as the ring had gained some control over him, but he eventually left the ring to his ‘nephew’, Frodo, along with most of his worldly possessions. Rings have appeared in fiction throughout world literature, spawning dozens of folkloric motifs and inspiring adaptations of ancient stories for stage and film.

If you were a child in the late 19 th through early 20 th century in England, the Long-Expected Party would be an ideal celebration. For character references, consider the interests of the orphans in The Secret Garden by Frances Hodgson Burnett for the early part of the period, and the Pevensie children in The Chronicles of Narnia by C.S. Lewis for the later part of the period. The main difference between The Lord of the Rings and these other books is that Tolkien intended his work to be for adults but appropriate for children, perhaps allowing his older readers to reminisce about a happy childhood. Ever-youthful Bilbo may stand in for an energetic grandfather or uncle who was quick to tell jokes and generous with his gift giving. The party scene references fun and noisy things that hobbits and children like, including party toys, fireworks, and even an early railroad. This eclectic collection reminds historically minded readers that the Shire was inspired by late Victori...

The Lord of the Rings was originally written as an exercise in speculative linguistics, and Tolkien scholars enjoy discussing the invented languages, unique words, and antiquated concepts found in the text. Of the many words and phrases that may bring discomfort to the modern reader because of the evolution of language and changing social attitudes is one of Sam’s favorite words: master. While a thesaurus might list “boss” or “manager” as synonyms, “master” connotates feudalism in Europe and slavery in the Americas. Interestingly, the negative connotation seems to have arisen after these periods due to the Nazi Party declaring whites a “master race” during the Holocaust, changes in Western social structure after World War II, and the rise of social movements during the 1960s and 1970s. The word was part of daily language from the 16 th to early 20 th century, as a boy of an upper class family or a man of low social status were given the title “master” opposed to the higher ...

Hobbits loved straightforward rules as long as these supported their interests of food, music, walks, and other simple but fun activities. Their society appeared to be governed by three sets of regulations: written laws similar to those in a medieval feudalist government; unwritten social norms similar to those found in the European Middle Ages, Regency period, and Victorian period; and animal-like behaviors not exhibited by the other “races” in Tolkien’s legendarium. While the rules maintained social order and allowed the hobbits to enjoy their favorite things, including walks, conversation, and smoking, these also excluded some individuals from social participation and upward mobility, not unlike the exclusion of individuals in the Real World. This also created the opportunity for individuals with social power and understanding to subvert the rules to their own advantage, perhaps leading to positive changes.

During the early 19 th century, also known as the Regency era in Great Britain, clothing mimicked contemporary events in Europe, including revolutions and building empires. People were inspired by similar events in classical history such as Athenian democracy and the Roman Empire. Northwestern European scholars had long appropriated the history of the Mediterranean as their own past, but this was the first time the mythology had gone mainstream. The beginning of print culture , or the mass production of written documents including books, allowed the noble and merchant classes to own their own copies of The Odyssey and The Iliad , albeit with varying accuracy in translation, while the display of marble statues at public institutions like our old friend the British Museum allowed the general public to see how their favorite heroes may have looked. This interest in the ancient world continues today, as the so-called Elgin Marbles from the Parthenon have been on display in the m...

I last compared Bilbo’s eleventy-first birthday to famous parties in the summary of Book I, Chapter 1 “A Long-Expected Party” , where I referenced biblical celebrations, parties gone wrong in France, PR stunts in Ancient China, and exclusive musical scores in Great Britain. This installment focuses on what the hobbits might have eaten at that party. While discussing “Prologue, 3 On the Ordering of the Shire” , I determined that hobbits appeared to live in two timelines with their political system and architecture reflecting the early 17 th century or post-medieval period while their technology, interior design, and fashion reflected the early 19 th century or Industrial Revolution. Their foods likewise are split into different time periods, with some staples being invented during ancient times in the Real World, others appearing in Europe due to the trade of the late medieval period, and still others dating from the Victorian era or mid- to late 19 th century. As the self-pr...

The third installment to my miniseries on the psychology of major characters in The Lord of the Rings will focus on Samwise Gamgee, later called Sam Gardner, who is considered the deuteragonist or secondary main character in the text. Unlike Bilbo and Frodo Baggins who enjoyed an enormous amount of privilege as part of the wealthy, educated elite, Sam and his family were among the lowest in the social hierarchy. Because of this disparity in status, Sam’s apparent psychological conditions were treated differently by the community than those of Bilbo and Frodo. While the Bagginses were explicitly called “mad” and “queer” for their behavior, attitudes towards Sam were less harsh. Mocking the Bagginses may have been the one way the ‘rustic’ hobbits could have an advantage over their ‘betters’, while Sam seemed to be considered another one of the villagers despite his differences.

Tolkien wrote his legendarium from the 1930s to the 1970s, and while he was ahead of his time in many aspects, he could not have anticipated modern understanding of mental health. He experienced significant childhood trauma and two world wars, which are known to cause mental health disabilities. This installment will not speculate on the state of Tolkien’s mental health and its potential effect on his work. Instead, I will study the text as if it was written by in-universe characters describing themselves and those they know. This will serve as the basis for case studies reviewing explicitly stated symptoms along with the history behind the diagnosis.

When creating prototypes and characters who might be classed as ‘rustic’ hobbits living during the late Third Age, or the time when The Hobbit and most of The Lord of the Rings took place, I considered how their physical appearance and occupation might affect their status within a complex, stratified society and accordingly influence their choice of clothing. Such stratification continues to occur in the Real World. In countries where people regard themselves as being democratic, like the United States, people attempt to appear egalitarian and middle class, even if this society currently faces the most extreme income gaps in its history. Meanwhile, in countries where people maintain remnants of feudalism or religious beliefs supporting hierarchy, like England and India, people take pride in their status and emphasize their identity through their clothing, especially if they are higher in the system, and even if their government has become democratic.

As the name suggests, Bywater was a hobbit town in the Shire located by water, more specifically by the Water, the hobbit-name for a river that emptied into the Brandywine. Unlike Hobbiton, which appeared to be a late medieval village overseen by a landlord, Bywater was a commercial center occupied by working and middle-class hobbits who owned a shop or knew a trade. My design of Bywater considers many factors, including a map created by Tolkien, pre-historic town design, medieval markets towns, revivals of medieval architecture occurring around the time of the book’s publication, and design features specific to pubs and shops still used in modern England.

Since the late medieval period, pubs have been a culturally and historically significant aspect of English life. Accordingly, the largest historical organizations in the region put forth great effort to catalogue and preserve such establishments. Historic England lists England’s Historic Pubs to commemorate businesses and their buildings that have shaped local identity, Historic UK has identified the oldest pubs and inns in England , while Heritage Pubs and Historic Pub Interiors recorded by The Campaign for Real Ale (CAMRA) gives a glimpse of how pub-going has changed over hundreds of years, and how some aspects have remained the same.

While I previously discussed the appearances of upper class hobbit-lasses from the Shire at the beginning of the Fourth Age during my article about Elanor Gardner Fairbairn , I wanted to expand upon this explanation to include more Shire Hobbits from this time who would appear in the framing device . The opening scene of the hypothetical animated musical would occur during Shire Reckoning (S.R.) 1482 on the day after Mid-Summer and feature a diverse gathering of hobbits. Their clothing style would reflect real-world fashion from the 1890s in Western Europe and North America, while their physical appearances or phenotypes would follow the descriptions first presented in the “Prologue: 1 Concerning Hobbits” , and further explained below. As a leading scholar of medieval studies, Tolkien must have been well-acquainted with the variety of cultures living in Europe throughout its history, and I believe The Lord of the Rings paralleled his interpretation of real-world people and eve...

I have almost arrived at the dialogue portion of the books, but before I launch into the story, I will review the epigraph. The infamous poem, which begins with the line “Three Rings for the Elven-kings under the sky”, technically appears opposite the copyright page for each physical book in a three book set of The Lord of the Rings , after the Introduction by Peter S. Beagle but before the Forward by J.R.R. Tolkien . I don’t know why the book was set this way, as I would have placed the epigraph after the Prologue, but since the edition of the book I use was released the same year my parents were born, I was not around to set the publisher straight.

In past essays, I have given a lot of thought to Elanor Gardner Fairbairn, a minor character of great importance who would become a major character in the hypothetical musical. She first appeared during “Overview of Appendix A” with the mention of her birthdate, 25 March Third Age (T.A.) 3021 / Fourth Age (F.A.) 1 / Shire Reckoning (S.R.) 1421, which served not only as a symbol of rebirth after the worldwide War of the Ring but also as a demonstration on how tricky the calendars of Middle-earth can be . Her husband, Fastred of Greenholm, received a mention in “Appendix A, II The Kings of the Mark” , and a full explanation of her work as an editor of The Red Book of Westmarch was given in “Framing Device” just two weeks ago. Rather than reviewing her life and occupation as I have done previously, I now turn to physical appearance, especially personal clothing style.

In this week’s essay, my loves of historic house tours and The Lord of the Rings combine for the first time as I present my map of Bag End, also spelled Bag-End by the older generations of Hobbits. Since Tolkien was a philologist, it is fitting to take a brief break to explain the naming scheme around the property, along with the clan name of the family who built it. Tolkien studies expert Tom Shippey noted in The Road to Middle-earth that “bag-end” is a literal translation of “cul-de-sac”, which was further elaborated upon by Wayne G. Hammond and Christina Scull in Reader’s Companion . The current meaning of a road terminating at a house or collection of houses dates from 1819.

On Saturday, November 23 and Sunday, November 24, I attended the two-day webinar, the Christopher Tolkien Centenary Conference hosted by the Tolkien Society via Zoom. Past readers of the blog know that I am a big fan of conferences, both in-person and virtual, so this was a great opportunity to combine my love of intense learning events with my research for the hypothetical animated musical. Even as someone on the younger end of attendees, I felt right at home through the friendly chat, the generous speakers, and my extensive knowledge of the Legendarium. Here are my favorite highlights from each talk, minus anything that seemed to be proprietary information. Any mistakes are likely because I have been up since 4:45 a.m. watching this conference. For naming conventions, as said succinctly by James Tauber, “It’s become a common convention in Tolkien studies to use Tolkien to refer to the father and Christopher to refer to the son”, so I will do the same in this summary. Sa...

At last, I arrive at the final section of the appendixes. After a hundred and fifty pages of comparing Middle-earth history to real-world history, I have an even stronger grasp of how Tolkien used his expertise as a philologist and historian to build a fantasy world rooted in fact. This will serve as a solid foundation for future research as I move into the dialog portion of the text and reveal vignettes for the hypothetical animated musical.