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HL1.4: The Ottomans (1281–1566)

Master IB History HL1.4: The Ottomans (1281–1566) with notes created by examiners and strictly aligned with the syllabus.

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IB Syllabus Requirements for The Ottomans (1281–1566)

HL1.4.1

Ottoman rise in Anatolia and the Balkans

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HL1.4.2

Effects on Europe and Muslim lands

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HL1.4.3

The Safavids and Ottoman–Safavid rivalry

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HL1.4.4

Expansion into Egypt and Syria

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HL1.4.1

OTTOMAN RISE IN ANATOLIA AND THE BALKANS

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From frontier principality to regional power

The Ottomans emerged as one of several Turkish principalities in north-western Anatolia. Osman, the dynasty’s namesake, ruled from about 1300 along the frontier between Muslim Turkish territories and the weakened Byzantine Empire. His position attracted warriors with the promise of land, booty and prestige.

Their success was not simply a religious advance against Christians. Early rulers presented themselves as champions of Islam, yet they also allied with Christian lords, absorbed Byzantine soldiers and administrators, and tolerated conquered communities when cooperation helped them expand. Historians still debate whether religious frontier warfare or flexible political opportunism best explains the rise. In practice, both mattered. Religious legitimacy drew in fighters, while pragmatism helped the Ottomans govern conquered territories.

Expansion in Anatolia

Osman captured Byzantine forts and rural districts around Bithynia. His successor, Orhan, took Bursa in 1326. The city gave the dynasty an urban capital and access to commercial and administrative resources. Nicaea fell in 1331, followed by Nicomedia in 1337. Ottoman rulers also absorbed neighbouring Turkish lands through warfare, purchase and marriage.

Several conditions favoured the Ottomans:

  • Byzantine authority in Anatolia had weakened, leaving isolated towns and poorly defended countryside.
  • Rival Turkish principalities remained divided and rarely formed lasting coalitions.
  • Ottoman rulers rewarded followers with land revenues while retaining ultimate control in dynastic hands.
  • Conquered soldiers, officials and local elites could join Ottoman service.
  • A secure position near the Dardanelles opened the route into south-eastern Europe.

Entry into the Balkans

Byzantine civil conflict gave Ottoman forces opportunities to cross into Europe as allies and mercenaries. They established a permanent base at Gallipoli in 1354, then expanded through Thrace. Edirne was taken in the 1360s and became the main Ottoman centre in Europe.

Murad I defeated Balkan opponents at the Maritsa River in 1371, extending Ottoman influence over Serbia, Bulgaria and Macedonia. At Kosovo in 1389, both Murad and the Serbian ruler Prince Lazar were killed. Even so, the outcome strengthened Ottoman dominance. Bayezid I later defeated a European crusading army at Nicopolis in 1396 and tightened control over Bulgaria and the approaches to Constantinople.

Crisis and recovery

This advance came to a halt when Timur defeated and captured Bayezid I at Ankara in 1402. Bayezid’s sons then fought an Ottoman civil war, known as the Interregnum, which lasted until Mehmet I restored unified rule in 1413. The state survived because its European territories, administrative structures and dependent rulers continued to provide resources.

Murad II resumed expansion. He defeated a crusading force at Varna in 1444, then overcame another coalition at Kosovo in 1448. By 1451, the Ottomans controlled a consolidated state on both sides of the straits and had reduced Constantinople to a vulnerable enclave. Their rise came from military strength, strategic geography, dynastic continuity and the ability to incorporate people from different religious and political backgrounds.

HL1.4.2

EFFECTS ON EUROPE AND MUSLIM LANDS

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Effects on Europe

The creation of a permanent Ottoman state in Europe shifted the political balance in the Balkans. The Byzantine Empire was left with Constantinople and a few disconnected territories. The medieval Bulgarian and Serbian states lost their independence. Some Christian rulers became Ottoman vassals before their lands were annexed, while others appealed to Hungary, Venice or the papacy for help.

Ottoman expansion led to repeated coalitions and crusading campaigns. These included the defeats at Nicopolis in 1396 and Varna in 1444. Hungary became the main land barrier to further Ottoman advance. Venice, meanwhile, contested ports, islands and maritime trade. After 1453, Ottoman pressure tied Balkan affairs more closely to the wider rivalry involving Venice, Hungary and, eventually, the Habsburg monarchy.

Conquest did not remove the Christian population. Orthodox communities continued to worship, own property and manage many local affairs, although they paid taxes to a Muslim dynasty and faced restrictions linked to their subordinate status. Some Balkan elites entered Ottoman service. Population movements also brought Muslims into new towns and displaced some Christians from contested districts.

The empire redirected commercial networks as well. Ottoman control of major roads and ports could make travel safer and create a large common market, but warfare and taxation could still disrupt particular routes. It would be too simple to say that Ottoman expansion immediately closed eastern trade to Europe. Italian merchants continued trading in Ottoman ports, though European states now had stronger reasons to pursue alternative commercial advantages and maritime routes.

Effects on Muslim lands

The Ottoman rise reshaped Islamic-world politics by creating a durable Sunni power between Christian Europe and the older Muslim states of the eastern Mediterranean. Victories over Byzantium strengthened the dynasty’s prestige. Control of Bursa, Edirne and later Constantinople gave the Ottomans wealthy capitals from which they could organize further expansion.

The Ottomans also confronted rival Turkish principalities in Anatolia. Some were annexed outright; others came under temporary Ottoman supremacy. This gradually reduced political fragmentation in western and central Anatolia. Still, resistance from the Karamanids and intervention by Timur showed that unification was neither quick nor inevitable.

Ottoman government combined several traditions. Its rulers inherited practices from earlier Turkish and Islamic states, used Persianate forms of court culture, and adapted Byzantine and Balkan administrative experience. The result was more than a larger Turkish principality. It became a multi-ethnic empire whose authority rested on the dynasty, Islamic legitimacy, military service and the management of different religious communities.

Historical interpretations

One interpretation focuses on Ottoman disruption. Christian states were conquered, rival Muslim dynasties were displaced and long-established political centres lost their independence. Another stresses integration: Ottoman rule brought Anatolia, the Balkans and eventually the Arab lands into a single military and commercial system. Both effects existed. Whether Ottoman expansion seemed destructive or stabilizing depended largely on the position of the community, ruler or merchant experiencing it.

HL1.4.3

THE SAFAVIDS AND OTTOMAN–SAFAVID RIVALRY

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Rise of the Safavids

The Safavids began as a Sufi religious order based at Ardabil. Under Shah Ismail I, militant tribal followers called the Qizilbash helped turn the movement into a territorial state. Ismail captured Tabriz in 1501, declared himself shah, and quickly brought much of Iran under his control.

Ismail made Twelver Shiism the official faith of his state. This gave the Safavid dynasty a distinctive basis for authority, but it also sharpened its conflict with the Sunni Ottoman Empire. The rivalry was dynastic, territorial and religious. Both powers sought control of eastern Anatolia, northern Iraq and the routes connecting Anatolia with Iran. Each ruler also challenged the legitimacy and loyalty of the other’s supporters.

The threat to the Ottomans

Safavid teaching gained support among some Turkmen groups in Ottoman Anatolia. Ottoman rulers saw these Qizilbash sympathizers as a serious danger: loyalty to Shah Ismail could turn into political rebellion against the sultan. Before attacking the Safavid state directly, Selim I launched severe repression against suspected supporters.

The two empires also had different military strengths. Safavid forces depended heavily on the mobility and commitment of Qizilbash cavalry. The Ottoman army combined cavalry with disciplined infantry, firearms and field artillery.

Chaldiran, 1514

Selim I invaded Safavid territory and defeated Shah Ismail at the Battle of Chaldiran on 23 August 1514. Ottoman cannon and firearms helped to break the Safavid attacks. Selim briefly occupied Tabriz, but supply problems and opposition within his army stopped him from holding the Safavid capital permanently.

Chaldiran had major consequences:

  • It checked Safavid expansion towards central Anatolia.
  • It demonstrated the importance of gunpowder weapons and organized infantry.
  • It weakened Shah Ismail’s reputation for invincibility.
  • It enabled the Ottomans to strengthen their hold over eastern Anatolia.
  • It did not destroy the Safavid state or settle the frontier permanently.

Continued rivalry under Suleiman

The conflict resumed under Suleiman the Magnificent. In 1534, Ottoman armies occupied Baghdad, extending Ottoman authority into Iraq and giving the sultan control of an important centre of Islamic learning and pilgrimage. The Safavids avoided decisive set-piece battles. Instead, they withdrew supplies and used distance and terrain to wear down Ottoman campaigns.

The Peace of Amasya in 1555 produced the first formal settlement between the empires. The Ottomans retained Baghdad and most of Iraq, while the Safavids kept their Iranian heartland. The agreement also regulated the routes used by Persian pilgrims travelling to holy places under Ottoman control. It reduced open warfare for the rest of Suleiman’s reign, but it did not end the deeper political and confessional rivalry.

Significance of the contest

The Ottoman–Safavid struggle helped consolidate a broad division between an Ottoman-led Sunni west and a Safavid Shiite Iran. Religion intensified the hostility, yet strategic concerns remained central. Political historians stress the frontier, trade routes and dynastic security. Historians of religion give more weight to competing claims of sacred authority and the creation of confessional identities. Neither dimension alone explains a contest that continued despite the survival of both empires.

HL1.4.4

EXPANSION INTO EGYPT AND SYRIA

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Reasons for southern expansion

The Mamluk sultans ruled Egypt and Syria from Cairo. Their state controlled fertile agricultural land, important commercial routes, and the approaches to Mecca and Medina. Tensions with the Ottomans grew as both powers competed for influence in south-eastern Anatolia and northern Syria.

Selim I’s victory over the Safavids at Chaldiran in 1514 eased the immediate threat from Iran, leaving him free to turn south. Several motives encouraged war:

  • The Mamluks had supported or sheltered opponents of Ottoman expansion.
  • Control of Syria would secure the Ottoman southern frontier.
  • Egypt’s taxation, agriculture and trade promised substantial revenue.
  • Victory would strengthen Selim’s standing as a leading Sunni ruler.
  • Mamluk military methods appeared increasingly vulnerable to Ottoman firearms and artillery.

Conquest of Syria

On 24 August 1516, Selim defeated the Mamluk sultan Qansuh al-Ghawri at Marj Dabiq, north of Aleppo. Ottoman artillery and infantry played an important part. Defections and poor coordination, however, weakened the Mamluk army. Al-Ghawri died during the battle.

Aleppo and Damascus soon came under Ottoman control. By taking Syria, the Ottomans removed a major Mamluk recruiting and revenue base and opened the route towards Egypt. Selim also gained authority over Palestine and the eastern Mediterranean approaches.

Conquest of Egypt and fall of the Mamluks

The new Mamluk sultan, Tuman Bay II, tried to organize resistance. Ottoman forces crossed into Egypt and defeated the Mamluks at Ridaniya, near Cairo, in January 1517. After further fighting, Cairo was occupied. Tuman Bay was captured and executed in April.

The Mamluk sultanate therefore ceased to exist as an independent state. Technological inferiority alone did not cause its fall. Internal divisions, defections, weak preparation, and the Ottomans’ stronger coordination of infantry, cavalry and artillery also played a part. Mamluk cavalry remained formidable, but courage and individual skill could not overcome strategic and organizational disadvantages.

Impact and significance

The conquest changed the scale and character of the Ottoman Empire. Syria, Egypt and subsequently the Hijaz came under Ottoman supremacy, bringing Mecca and Medina within the sultan’s sphere of protection. Ottoman rulers consequently gained greater prestige in the Sunni Islamic world.

Egypt provided grain and tax revenue. Cairo, Damascus and Aleppo also brought large populations, scholars, artisans, and established administrative traditions under Ottoman rule. Control of the Red Sea approaches drew the Ottomans into closer competition with Portuguese maritime expansion in the Indian Ocean.

Change came alongside continuity. The Ottomans installed governors and garrisons but kept many local officials, Mamluk households and existing fiscal practices in place. Former Mamluk elites therefore continued to wield influence under Ottoman sovereignty.

Later Ottoman tradition connected Selim’s conquest with the transfer of the caliphate from Cairo to the Ottoman dynasty. Evidence for a formal transfer in 1517 is weak. The more immediate significance was territorial control, guardianship of the holy cities, and the sultan’s greatly expanded religious and political authority.

HL1.4.5

MILITARY POWER, ADMINISTRATION AND CULTURE

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Military organization

Ottoman expansion depended on an army that combined several types of force. Provincial cavalrymen received the revenues of a timar, a grant of taxation income given in return for military and administrative service. They equipped themselves and brought armed retainers when summoned. Because the land itself remained under the sultan’s authority, the system supported cavalry without creating an entirely independent landed nobility.

The central household forces, or kapıkulu, were directly attached to the sultan. Their best-known infantry were the Janissaries. Many recruits came through the devshirme, the periodic levy of Christian boys from parts of the Balkans for conversion, training and state service. Some entered the army; others received palace education and could rise to senior administrative office.

The army also used irregular frontier cavalry, infantry levies, engineers, firearms and increasingly powerful artillery. Sieges such as Constantinople in 1453 showed the value of cannon, while victories at Chaldiran and against the Mamluks demonstrated the effectiveness of coordinating artillery with disciplined infantry and cavalry. Ottoman naval power developed to protect communications, contest the Mediterranean and support campaigns against islands and coastal fortresses.

Central and provincial government

The sultan stood at the centre of the political system as dynastic ruler, military leader and source of appointments. The imperial council, or divan, handled government under senior officials, especially the grand vizier. Palace service helped produce administrators whose advancement depended heavily on the dynasty rather than inherited local power.

The empire was divided into provinces governed through officials responsible for taxation, order and military mobilization. Larger provinces were subdivided into districts. Judges applied Islamic law, supervised legal disputes and performed administrative duties. Alongside Islamic law, sultans issued dynastic regulations concerning taxation, landholding and public administration.

Ottoman government was centralized in principle but flexible in practice. Conquered regions did not all receive identical arrangements. Local elites, customary taxes and existing institutions could be retained where they assisted stability. This adaptability was particularly important in the Balkans and Arab lands.

Non-Muslim communities were allowed a measure of religious and communal autonomy under their own leaders, although they remained politically subordinate and carried distinct fiscal obligations. It is misleading to project the empire’s later, more standardized communal arrangements unchanged back into the 15th and early 16th centuries.

Changes to the Islamic world

By 1566, Ottoman rule connected much of south-eastern Europe, Anatolia, Syria, Egypt, Iraq and the Hijaz. Constantinople became an imperial Muslim capital, while Cairo and Damascus continued as major centres of scholarship and trade. The sultan’s control of Mecca and Medina strengthened his position as protector of Sunni Islam.

Ottoman expansion also changed relationships among Muslim powers. The Mamluk sultanate disappeared, the Safavid state became the principal eastern rival, and North African and Red Sea politics became tied more closely to Ottoman strategy. The Islamic world was not politically unified, but Ottoman resources and possession of the holy cities gave the dynasty exceptional influence.

Contribution to Islamic culture

The court sponsored mosques, schools, hospitals, kitchens, baths, bridges and water systems, often financed through charitable endowments. These complexes displayed piety while providing urban services and making imperial authority visible.

Architecture combined earlier Islamic forms with Byzantine and local influences. Under Suleiman, the architect Mimar Sinan developed monumental domed mosques and carefully ordered supporting buildings. The Süleymaniye Mosque complex in Constantinople, constructed between 1550 and 1557, linked religious devotion, education, charity and dynastic commemoration.

Ottoman patronage also encouraged calligraphy, manuscript production, ceramics, textiles, poetry and historical writing. Religious colleges trained scholars and judges for service across the empire. Suleiman was known by the title Kanuni, or Lawgiver. Cultural achievement therefore served both faith and government: it enriched Islamic artistic traditions while presenting Ottoman rule as orderly, legitimate and universal.

HL1.4.6

THE CONQUEST OF CONSTANTINOPLE

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Why Constantinople mattered

By 1451, Constantinople was the capital of a much-reduced Byzantine Empire surrounded by Ottoman territory. Its position on the Bosporus gave it influence over movement between the Ottoman lands in Europe and Anatolia. As long as it remained independent, foreign enemies and rival Ottoman claimants could potentially use the city as a base.

Mehmet II wanted the city for strategic, political and symbolic reasons. Capturing it would secure communications across the straits, remove the last Byzantine enclave and give him a commanding imperial capital. Possession of Constantinople would link Mehmet to Islamic conquest and to the legacy of the Roman emperors.

Preparation and siege

Mehmet prepared carefully. In 1452, he built the fortress of Rumeli Hisarı on the European side of the Bosporus, opposite an existing Ottoman fortress. This allowed him to restrict shipping. He also assembled a large army, a fleet and heavy bombards capable of attacking Constantinople’s land walls.

The siege began in April 1453. Emperor Constantine XI led the defenders, who were heavily outnumbered but sheltered behind formidable walls. A chain across the Golden Horn initially blocked the Ottoman fleet. Mehmet responded by moving ships overland into the inlet. This increased pressure on the sea walls and forced the defenders to spread their limited manpower more thinly.

Repeated bombardment and assaults weakened the defences. On 29 May 1453, Ottoman forces entered the city during a general attack. Constantine XI died in the fighting, bringing Byzantine imperial rule to an end.

Reasons for Ottoman victory

Ottoman victory resulted from several connected advantages:

  • Mehmet isolated the city and controlled the surrounding countryside and straits.
  • Heavy artillery damaged fortifications designed before gunpowder siege warfare.
  • Ottoman numbers allowed repeated attacks and replacement of losses.
  • The fleet forced the defenders to protect both land and sea walls.
  • Byzantine resources were limited, and substantial western military assistance did not arrive.
  • Mehmet adapted his tactics when direct naval entry into the Golden Horn was blocked.

Artillery mattered, but it could not win the siege alone. Organization, blockade, manpower and Mehmet’s determination allowed the Ottomans to turn their technological advantage into victory.

Consequences

The conquest ended the Byzantine Empire and removed an important Christian political centre. It alarmed European rulers and strengthened calls for resistance. European divisions, however, prevented an immediate united response. Refugees and manuscripts moving west contributed to cultural exchange, although classical Greek learning had already been reaching western Europe before 1453.

Mehmet permitted the customary period of looting after the assault, then turned to rebuilding and repopulating the city. Hagia Sophia became a mosque. Christians and Jews were encouraged or compelled to settle alongside Muslims, while the Orthodox patriarchate was restored under Ottoman authority.

Transformation of the Ottoman state

Constantinople became the empire’s capital and the centre of Mehmet’s court. Its conquest gave the empire a secure location between its European and Asian territories. It also provided the dynasty with a capital suited to an expanding imperial administration.

The victory changed Mehmet’s political image as well. It strengthened his claim to be the conqueror of a world city and the heir to Roman imperial authority. New palaces, mosques, markets and charitable foundations transformed Constantinople into a visible statement of Ottoman power.

Some interpretations view 1453 as a sudden transition from frontier principality to centralized empire. Others stress continuity: the Ottomans already had institutions, Balkan provinces and an established army. The conquest did not create those foundations. It accelerated centralization and gave the dynasty an imperial capital, along with a much stronger universal claim.

HL1.4.7

MEHMET II, SELIM I AND SULEIMAN THE MAGNIFICENT

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The guide requires case studies of two rulers from the following three. All three are included here, allowing the selected pair to be compared in terms of expansion, government, religion and cultural patronage.

Mehmet II, 1451–1481

Mehmet II is best known for capturing Constantinople in 1453. He rebuilt the city as an imperial capital, established his court there and used construction, resettlement and commercial policy to revive its population and economy. Topkapı Palace became the dynasty’s political centre.

His conquests expanded Ottoman authority across Europe and Anatolia. Serbia was annexed in 1459, the Byzantine successor state of Trebizond fell in 1461, and Bosnia was conquered in 1463. Mehmet defeated or brought rival Turkish powers under his control, while also campaigning against Venice and other European opponents. The capture of Otranto in southern Italy in 1480 showed how far Ottoman power had reached, although Mehmet’s death stopped any sustained expansion there.

Mehmet made central government stronger through written regulations, a more elaborate palace establishment and officials who depended on the sultan. These policies limited the autonomy of older Turkish noble families and increased the influence of administrators trained through the palace system. He also formalized harsh dynastic practices designed to prevent civil war. These included allowing the killing of rival princes after a succession.

His importance came from transformation as well as conquest. He brought together the identities of Muslim conqueror, Ottoman sultan and heir to Roman imperial rule. Critics point to the coercion, taxation and dynastic violence behind his centralization. Other interpretations emphasize his success in creating institutions that could govern an enlarged and diverse empire.

Selim I, 1512–1520

Selim took the throne after a succession struggle involving his father, Bayezid II, and his brothers. His short reign shifted Ottoman expansion towards the east and south.

At Chaldiran in 1514, Selim defeated Shah Ismail’s Safavid army and secured Ottoman influence in eastern Anatolia. He saw Safavid sympathizers inside Ottoman territory as a major political threat and severely repressed suspected Qizilbash supporters. These policies reflected his Sunni commitment as well as his concern for dynastic security.

Selim then destroyed the Mamluk sultanate. Victory at Marj Dabiq in 1516 brought Syria under Ottoman rule. The victory at Ridaniya in 1517 opened Cairo and ended independent Mamluk government. Egypt, Syria and the Hijaz greatly increased Ottoman territory, income and religious prestige.

Selim’s importance lies in the speed and direction of his expansion. He transformed the empire from a state focused mainly on Anatolia and the Balkans into the dominant power of the eastern Mediterranean and Arab Middle East. His achievements also brought new problems. Distant provinces, different legal traditions and powerful local elites now had to be incorporated into Ottoman administration.

Suleiman the Magnificent, 1520–1566

Suleiman inherited the resources assembled by Mehmet and Selim and ruled for 46 years. His reign brought together military expansion, legal development and cultural patronage on the broadest scale of this period.

In Europe, he captured Belgrade in 1521 and Rhodes in 1522. His victory over Hungary at Mohács in 1526 destroyed the Hungarian army and led to the partition of Hungary. This began a prolonged conflict with the Habsburgs over control of Hungary. The siege of Vienna in 1529 failed because of distance, weather, supply problems and determined defence. It exposed the logistical limits of Ottoman land power.

In the east, Suleiman campaigned against the Safavids and captured Baghdad in 1534. The Peace of Amasya in 1555 confirmed Ottoman possession of Iraq. At sea, Ottoman fleets and commanders extended Ottoman influence across much of the eastern and central Mediterranean, though competition with Christian naval powers continued.

Suleiman was also known as Kanuni, the Lawgiver. Regulations covering taxation, land and administration were organized more systematically and linked to the empire’s Islamic legal framework. This did not replace religious law. Instead, it aimed to make dynastic government more regular and effective.

His court supported poetry, calligraphy, ceramics and monumental architecture. Mimar Sinan’s works, especially the Süleymaniye complex, expressed Islamic devotion alongside imperial authority. Cultural patronage helped make Constantinople one of the leading political and artistic centres of the 16th-century Islamic world.

Comparison of the three reigns

RulerPrincipal direction of expansionMain institutional significanceWider importance
Mehmet IIBalkans, Anatolia and ConstantinopleStrengthened central and palace governmentConverted a regional state into an empire centred on Constantinople
Selim ISafavid frontier, Syria and EgyptIncorporated major Arab provinces and existing local structuresGave the dynasty control of the holy cities and leadership within much of the Sunni world
SuleimanHungary, Mediterranean and IraqConsolidated law and administration across the enlarged empireCombined territorial power with sustained legal and cultural patronage

Each ruler built on what came before. Mehmet provided an imperial capital and stronger central institutions. Selim added the Arab heartlands and their resources. Suleiman consolidated and extended the resulting empire. Their success still depended on inherited armies, officials, taxpayers and local collaborators, not on the sultan’s personality alone.

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