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The Halo video game and media franchise takes place in a science fiction universe. In the distant past, a race known as the Forerunners fought the parasitic Flood. The Forerunners ultimately activate weapons of mass destruction, the Halo Array, in order to starve the Flood and stop the threat. By the 26th century, humanity, led by the United Nations Space Command (UNSC), is caught in a war with an alien coalition known as the Covenant. The Covenant worship the Forerunners as deities, mistakenly believing that the Halos are a tool of salvation, not destruction. The Flood, meanwhile, escape the confines of Halo and threaten to spread across the galaxy again.
A large portion of the series' success lies in the creation of a believable world, and Bungie reinforced the fictional factions the player interacts with via a lengthy design process with the release of each game. The overall design of each faction was slowly developed before the release of the first game in the series, Halo: Combat Evolved, and continually refined in later games' development. Reception of Halo's factions has generally been positive. The Covenant were praised by reviewers as exciting and challenging enemies, and later games featuring the Forerunner Prometheans as enemies were criticized as not living up to the same standard. Characters, weapons, and vehicles of all the factions have been released as toys or promotional materials.
Development
Throughout much of Bungie's development of Halo: Combat Evolved, very little concrete story details had been developed for the story campaign, and what enemies the player character would face. Writer Joseph Staten and other Bungie staff came up with the idea of a coalition of alien races, subsequently deciding that the faction would be motivated by religion.[1] Early in the game's development, environmental artist Paul Russel solidified the concept of three "schools" of Halo architecture for the main factions in the game – the humans of the United Nations Space Command (UNSC), the alien alliance of the Covenant, and the Forerunner structures on which most of the game takes place. For future humanity, the artists and developers settled on a functional, industrial look.[2]: 86 Art Director Marcus Lehto said that the artists examined current technology trends and tried to extrapolate what future technology would look like.[3] Designs were molded by the desire for building a realized and distinctive feel for the human ships and buildings, but also to make the areas fun to play in. For example, the design team wanted a cramped, claustrophobic feel for the human ship levels in Combat Evolved.[2]: 89 Ron Cobb's work on Aliens informed some of the design for a "lived in" appearance.[2]: 90 In comparison to the visions of dystopia common in many other science fiction works, the cities and buildings of Earth which were first shown in Halo 2 were clean and functional, with parks and attractive structures.[2]: 104 Character design for the UNSC was more straightforward, with uniforms based on existing military outfits, ranks, and insignia.[2]: 33 All aspects of the game were designed to feel believable and cultivate suspension of disbelief.[4]
For the Covenant, the team decided on "sleek and shiny", with reflective surfaces, organic shapes, and use of purples. According to art director Marcus Lehto, the principle designs for the faction came from environmental artist Paul Russel,[2]: 86 while concept artist Shi Kai Wang was instrumental in developing the look of the various races within the Covenant. Armor color was used to denote ranks of enemies.[1]
Like the character designs, Covenant technology, architecture, and design continually changed throughout development, occasionally for practical reasons as well as aesthetics.[2]: 98 According to Eric Arroyo, the Covenant cruiser Truth and Reconciliation, which plays a major role in Halo: Combat Evolved, was to be boarded by the player by a long ramp. However, due to technical considerations of having a fully textured ship so close to the player, the designers came up with a "gravity lift", which allowed the ship to be farther away (thus not requiring as much processing power for detail) as well as adding a "visually interesting" component of Covenant technology.[2]: 100
Weapons and vehicles
Due to Halo being a first-person shooter, significant emphasis was put into the design of the game's weaponry. The chief designer for human weapons was Robert McLees, who at the time of Combat Evolved's development was the only one at Bungie with knowledge of firearms. McLees wanted to make sure that the weapons looked "cool", but were also grounded by real-world physics and considerations.[2]: 111 The game designers also wanted items that would be recognizable to players, yet futuristic-looking enough to plausibly exist in Halo's 2552.[2]: 122 Occasionally, technical restraints forced design changes; the submachine gun introduced in Halo 2 originally featured a transparent magazine which allowed players to see the caseless ammo feed into the gun, but it proved too ambitious given the time and hardware available.[2]: 123
Vehicles play an important role in the Halo games,[5][6] and so vehicles were also given a long development stage. The UNSC's vehicles were designed to be functional and utilitarian. Their use of wheels also led players to feel that they were more fun to drive.[2]: 135 The addition of the Mongoose ATV made headlines,[7][8] after being cut from Halo 2.[9] The original Warthog was considered a fan favorite.[10]
Paul Russel is considered the architect of the Forerunners' design.[11][12] In an interview, Russel stated that creating the Forerunners' "visual language" was a tough process which only came together "like five months away" from the game's completion; much of the design was finalized on a single level, "The Silent Cartographer", which features both exterior Forerunner structures as well as deep interior chasms.[2]: 94–5 Concept artist Eddie Smith is also credited with helping hone the Forerunners' direction, and said that he started work by reading the game's mission synopsis. "I knew what human and Covenant architecture looked like, so I tried to make the Forerunner concepts different", Smith said.[2]: 95 The result was a sleek angular design[13] which was distinct from the curves of the Covenant's architecture and the functional human designs. For Halo 2, designers wanted to refine and elaborate on the Forerunner design, without abandoning the style set by Russel; environment artist Frank Capezzuto found that looking at the Forerunner structures as sculptures rather than buildings helped to drive the designs for Halo 2.[2]: 96
The art team also spent a large amount of time on Covenant weaponry, in order to make them suitably alien yet still recognizable to players.[2]: 125 At the same time, the designers wanted all aspects of Covenant technology, especially the vehicles, to act plausibly.[2]: 143 In contrast to human weapons firing projectiles, many of the Covenant's weaponry are depicted as firing plasma. A few of the Covenant's weapons are not plasma-based, including the Needler, which fires razor-sharp pink needles capable of homing at organic foes. A weapons expert noted parallels between the Needler and ancient Greek Amazons painting their daggers pink as a psychological weapon.[14] Bungie designed the majority of Covenant technology to mirror the aesthetic of the Elites; the exteriors are sleek and graceful, with a more angular and complex core underneath hinting at the Forerunner origins of the technology.[15]: 60
Forerunners
Concept art by Eddie Smith for Forerunner structures in the game Halo 2, showing the Forerunners' angular architecture, an architecture style only they used and are known for.
The Forerunners were a powerful race that formed a galaxy-wide empire tens of thousands of years before the events of the main game.
According to the official backstory to the series, the Forerunners came to power after they successfully rebelled against their creators, the Precursors. To ensure that the Precursors will never again threaten their existence, the Forerunners exterminated them, except for one imprisoned which they called the Primordial.[16] At the height of their power the Forerunners formed a galaxy-wide empire for more than 100,000 years before the events of the main Halostory arc.[17] The Forerunners successfully usurped the Mantle – protection of all life in the galaxy – from the Precursors.
Much later, they were threatened by the parasitic Flood. The Forerunners took action, but the parasite was unstoppable. A group of Forerunners conceived a plan to stop the Flood once and for all, building an installation known as the Ark that created seven ring-shaped megastructures called "Halos". The Halo Array, when activated, would destroy all sentient life within range – depriving the Flood of its food.
After waiting as long as they could, and traveling the galaxy to collect species from planets, which would later be used to "re-seed" the galaxy, the Forerunners activated the Array and vanished. Although the parasite's spread across the galaxy was halted, the Forerunners paid a terrible price as they, and all sentient life capable of sustaining the Flood in the galaxy, were annihilated. The Covenant worships the Forerunners as deities and relentlessly searches for Forerunner relics. The reason for the Forerunners' disappearance is revealed in Halo: Combat Evolved when the artificial intelligence Cortana enters one of the Halo's computer networks and learns the true purpose of the Halos. In the Halo: Fractures short story "Promises to Keep", it is revealed that the surviving Forerunners exiled themselves from the galaxy after reseeding life which took about a century, purely due to a desire by the de-facto commander of the Forerunner armada at the time, Bornstellar-Makes-Eternal-Lasting, to, “stop meddling in the affairs of the galaxy, as they had already done so extensively for the past hundreds of millenia.”
Additionally, the Forerunners created battle constructs known as "Prometheans", robotic AIs armed with Forerunner weapons to defend areas such as the shield world of Requiem. These machines were defeated in 2559 when Cortana was deleted.
The Forerunners also created highly advanced AIs known as Contender-class AI which were numerous AI "minds" working in synchrony, thus giving it intellectual properties greater than any other AI. The Forerunners also created Sentinels which are machines designed for the defense, construction, and maintenance of Forerunner facilities. Sentinels are also used in Flood outbreaks since their "beam" is useful as it not only destroys dead combat forms, it disintegrates them to prevent reanimation.
Another invention of the Forerunners depicted in the games and novels is artificial planets known as shield worlds. First appearing in Halo: Ghosts of Onyx, shield worlds are constructs designed to act as bomb shelters from the Halo Array. Generally, they are made up of an outer terrestrial planet with the shield world contained inside in the form of a micro-Dyson sphere.
Halo Array
The Halo Array is a group of fictional megastructures and superweapons in the Halo science-fiction franchise, consisting of ringworlds known as Halos built by a structure known as Ark. They are referred to as "Installations" by their artificial intelligence caretakers and were created by an ancient race known as the Forerunners. The series' alien antagonists, the Covenant, refer to the Halos as the "Sacred Rings", believing them to form part of a greater religious prophecy known as "The Great Journey". In the games' stories, the Forerunners built the Halo Array to contain and study the Flood, an infectious alien parasite. The rings act together as a weapon of last resort; when fired, they kill all sentient life in the galaxy capable of falling prey to the Flood, thereby starving the parasite of its food. The battle to prevent their activation forms the crux of the plot progression for the first Halo trilogy of games.
While the Halos are ring-shaped megastructures similar to those in Larry Niven's novel Ringworld (1970), they are far smaller, with radii of 5,000 kilometers (3,100 mi).[18] The Halos are closer in proportion to the Orbitals of Iain M. Banks in shape and design,[19][20] or to a Bishop Ring, an actually proposed space habitat first explained by Forrest Bishop. As seen in the games, Halo installations feature a metallic exterior but an inner surface filled with an atmosphere, water, plant life, and animal life.[21] What appears to be docking ports and windows dot the exterior surface, suggesting that a fraction of the ring structure itself is hollow and used for maintenance, living, and power generation.[22]
Before the title of the game that would become Halo: Combat Evolved was announced, while development was in its early stages, the megastructure on which the game took place was a massive, hollowed-out planet called "Solipsis". As ideas evolved, the planet became a Dyson Sphere, and then a Dyson Ring.[23] Some Bungie staffers felt the change to a ringworld was "ripping off Larry Niven", according to Bungie artist Paul Russel.[24] Bungie employee Frank O'Connor wrote in a post on Bungie that "the specific accusation that we swiped the idea of a ring-shaped planet wholesale is not accurate", explaining that Bungie used a ringworld because "it's cool and therefore the type of thing a Forerunner civilization would build."[25] The immense scale of the Dyson megastructures was shrunk for the Halos, as artist Mark Goldsworthy noted that they wanted players to be able to see the ring stretching into the sky and behold the scale of the ringworlds.[26]
Physicist Kevin Grazier calculated that a Halo constructed using conventional steel alloys and composed of 50% empty space would result in a total mass of 1.7x1017 kg.[22] The amount of material required to build such a ring would be akin to the total material available in the asteroid belt.[27]
The Flood (originally called the shaping sickness) is a parasite which is driven by a desire to infect, kill, or consume all sentient life it encounters. The Flood first appears in Halo: Combat Evolved, when the Covenant release some captured specimens from stasis on Installation 04; the parasite spreads and threatens to escape the ring, until the Master Chief destabilizes the installation with a massive explosion coming from the Pillar of Autumn. It is also later found in Halo 2 on Installation 05 along with the Gravemind, an enormous tentacled creature that acts as the parasite's central intelligence. In Halo 3, the Flood reaches the Halo Ark using the giant Covenant holy city High Charity. Master Chief then defeats the Flood once again by firing the incomplete replacement for Installation 04, which damages but does not destroy the Ark. The Gravemind, present on the replacement ring when it explodes from the strain, accepts defeat, but insists that it will only slow, not stop, the Flood.
In the Halo Wars 2 expansion pack Awakening the Nightmare, some of the Flood is revealed to have survived the firing of Installation 08 in the ruins of the Covenant holy city High Charity. Recognizing the danger, the Ark's defenses erected a containment shield around the ruins to successfully quarantine the surviving Flood inside the city. However, Banished forces, believing the Flood to just be another of the Covenant's lies, deactivate the Ark's defense systems and breach the containment shield, releasing the Flood upon the Ark once again. The Flood forms a Proto-Gravemind which grows quickly and becomes dangerously close to becoming a new Gravemind. However, the Banished reactivate the Ark's defenses and kill the Proto-Gravemind. With the Proto-Gravemind dead, the Banished and the Ark's Sentinels are able to contain the new Flood outbreak and seal off High Charity once again.
The Flood were added early in the game development stage of Halo: Combat Evolved, and life of Halo was specifically tailored to increasing the surprise of the Flood's sudden appearance, halfway through the first game. At one point, Halo featured large numbers of terrestrial dinosaur-like creatures, but Bungie felt the presence of other native species would dilute the impact of the Flood and removed them.[28]
United Nations Space Command (UNSC)
The United Nations Space Command (UNSC) is the main faction of future humanity and is the main protagonist of the original Halo trilogy. The UNSC was formed in the mid-2160s under the United Nations and would later become the military arm of the Unified Earth Government (UEG). According to Halo story architects Frank O'Conner and Robert McLees, during the 26th-century events of Halo, the UNSC exercises considerably more power than its civilian counterpart.[29]
Before the beginning of the war with the Covenant, humanity was in turmoil, with the remote colonies fighting for independence from the UEG. These rebels were multiple factions known as the Insurrectionists, that engaged the UNSC in a galactic civil war known as the "Insurrection", that began in 2492. To help quell the revolts, the UNSC commissioned the highly classified SPARTAN Project, responsible for the development of four generations of unique, highly trained infantry, collectively called Spartans, who operate in powered armor known as MJOLNIR. The Spartans undertook classified missions against rebels and insurrectionists. When the Covenant began destroying the outer colonies, these Spartans became humanity's best hope against the technological superiority of the Covenant.
The Warthog produced by Weta Workshop for use in live-action shorts
One of the UNSC's unclassified special forces units are the Orbital Drop Shock Troopers or ODSTs. They are also called 'Helljumpers' after their motto "Feet first into hell." They specialize in orbital combat insertions via Single-Occupant Exoatmospheric Insertion Vehicles (SOEIVs) jettisoned from ships in low orbit.[30] As characterized by author William C. Dietz in Halo: The Flood, the future corps shares thematic similarities to the present-day United States Army.[31]
The most important Special Force unit in the game is the SPARTAN project, more importantly, the second generation of Spartans within the project – a group of specially trained supersoldiers. John-117, the main playable character in the main trilogy, is one of the few known surviving Spartan-IIs. The UNSC has an army, which serves as a ground defensive force within the UNSC military.[17]
The UNSC also fields various ground vehicles for combat; among these is a general-purpose scout 'jeep' dubbed the "Warthog" or simply the "'Hog", a working replica of which was created by special effects company Weta Workshop for a series of shorts by director Neill Blomkamp.[32] This vehicle had fully functioning four-wheel steering, machine-gun, digital displays, and air-bags.[33]
Following humanity's first contact with the Covenant in 2525, at the Battle of Harvest, the UNSC had declared another galactic conflict known as the "Human-Covenant War". From 2525 to 2552, the Covenant was extremely successful in committing genocide of the human species across the cosmos. All the while the Insurrectionists resumed their feud with the UNSC. By 2537 the rebels had all but been defeated but when the Covenant and the Flood were defeated with the help of the Covenant separatist in 2552, the Insurrection reignited and the Covenant remnants also resumed their hostilities against the humans while others had allied with them until at least 2560.
The initialization "UNSC" has occasionally been confused with the United Nations Security Council. For example, on May 24, 2012, a BBC news report on the UN used the Halo UNSC logo, as opposed to the United Nations Security Council logo, as a background image.[34]
The Covenant is a theocratic collection of alien races, existing as a massive empire for thousands of years. In many Halovideo games, they fill an antagonistic role. The alliance worships an ancient alien race known as the Forerunners and searches for their deities' relics. The novel Halo: Contact Harvest reveals that the Covenant's luminaries, devices that search for Forerunner relics, discovered a massive cache of the relics on a human colony, Harvest. The Forerunner artificial intelligence Mendicant Bias awakens and reveals to three Covenant politicians that the "relics" are in fact the humans themselves – Bias identifies them as descendants of his makers. Worried that the discovery of such a secret would destroy the Covenant, the High Prophet leadership instead directs the Covenant to destroy humanity and its United Nations Space Command (UNSC) as an affront to the deities. This leads to the search for Halo, an ancient weapon designed by the Forerunners to attempt to contain the Flood which was destroyed by the UNSC in Halo: Combat Evolved. In Halo 2, the Covenant splits apart in a civil war, known as the "Great Schism", primarily between the Elite separatist and the Brute loyalist. This is when the Elites learn of their leaders' treachery; the Elites eventually ally with humanity to stop the rest of the Covenant from activating the Halos in an attempt to follow the Forerunners into liberation. In Halo 3, the Covenant along with the Flood are completely destroyed during the battle on the Ark by the joint forces of the Elites and the UNSC.[35][36]
Prior to the events of Halo 4, some of the Elites who had left the Covenant and fought against it, in a conflict known as the "Blooding Years"[37] form a new faction led by Jul 'Mdama. This smaller faction self-proclaims war to be a new "Covenant", existing as an entirely different organization.[38][39] In 2557, Jul 'Mdama's faction serve as an antagonist against the UNSC in Halo 4, who ally with the Prometheans in their wake and subsequently they serve as an antagonist in Halo 5: Guardians but they are defeated in 2558. The latter summon the "Created", who were titan machines of the Forerunners, who were being led by Cortana. This Covenant remnant had ceased their allegiance with them and the "Created" faction in 2558 had been defeated in 2559 when Cortana was deleted. While the "Blooding Years", continued until at least 2560, due to the Elite separatists waging war with at least one other Elite faction, the "Great Schism" with the Brutes continued until at least that same year, and the Brutes like their Elite counterparts were also engaged in multiple civil wars of their own, again at least until the dawn of that decade.
Insurrectionists
The Insurrectionists, nicknamed Innies by the UNSC Marines and also known as Insurgents or simply Rebels, were groups of individuals rebelling against the Unified Earth Government. They were at odds with a variety of their agencies during the Insurrection, an undeclared civil war between the UNSC and numerous Insurrectionist factions. Before the beginning of the war with the Covenant, humanity was in turmoil, with the remote colonies fighting for independence from the UEG.
These rebels were multiple factions known as the Insurrectionists, that engaged the UNSC in a galactic civil war known as the "Insurrection", that began in 2492. From 2525 to 2552, the Covenant was extremely successful in committing genocide of the human species across the cosmos. All the while the Insurrectionists resumed their feud with the UNSC. By 2537 the rebels had all but been defeated but when the Covenant and the Flood were defeated with the help of the Covenant separatists in 2552, the Insurrection reignited and the Covenant remnants also resumed their hostilities against the humans while others had allied with them, at least until 2560.
Banished
A mercenary organization that first splintered off from the Covenant, the Banished, is led by the Brute known as Atriox.[40] They rose to power after Atriox led other disgruntled members of the Jiralhanae species to rebel against their Sangheili masters. The newly formed “Banished” started off as pirates, conducting surgical strikes against the Covenant and scavenging for resources and supplies. Composed of various alien mercenaries, Atriox welcomes competent members from all species into the Banished, including humans who have joined.[41][42] They first appear in Halo Wars 2, after they invade the Forerunner installation known as the Ark, later coming in conflict with the crew of the presumed-lost UNSC ship Spirit of Fire. The Banished subsequently appear in the novels Halo Shadows of Reach and Halo Divine Wind. The Banished return in Halo Infinite as an antagonist hostile to humanity's UNSC, under the command of the Brute War Chief Escharum.[43] Throughout the course of the game, the Master Chief battles the Banished across the surface of Halo Installation 07, which was damaged by Cortana. The Banished seek to control Zeta Halo and ally themselves with the Harbinger who wishes to release her race, the Endless. The Master Chief succeeds in stopping the repair of the ring, killing Escharum and a number of other high-ranking Banished members as well as the Harbinger. However, it is revealed that Atriox, presumed dead early in the conflict, has survived and he locates the Endless.
Cultural impact
Merchandise
Halo has a variety of affiliated merchandise. A version of the strategy board game Risk was released based on Halo Wars with game pieces being modeled after the UNSC, Covenant, and Flood. A mix of human and Covenant vehicles and weapons were also featured in the Halo ActionClix tabletop game[44] and a series by McFarlane Toys.[45] Game journalists have even noted the similarities between the Warthog and the Hummer HX, which GM denies.[46] The merchandise includes several series of action figures. The first series of figures were created by Joyride Studios, and featured characters, weapons, and vehicles representing all of Halo's factions. The task of creating Halo 3's action figures fell to McFarlane Toys;[47] in an interview with Bungie, Todd McFarlane stated that the challenge of creating figures for a franchise was that designers had to accommodate and integrate both articulation and attention to detail, "without compromising one or the other too heavily".[48] A total of three series of figurines have since been produced, featuring UNSC, Flood, and Covenant forces.[49] Manufacturer Kotobukiya also produced "high-end statues" for Halo 3's debut.[50] Other merchandise based on the weapons of the Halo universe include die cast weapons replicas[51] and a set of Covenant weapons used for Laser tag.[52]
Critical reception
Halo's universe and the factions in it have been well-received, both from a storytelling point of view and from game play. Gamasutra lauded Halo's artificial intelligence. For example, Covenant or Flood forces never spawn in the same places when the player restarts from checkpoints, which gives the player "the sense that the [alien] creatures have things to do besides killing humans".[53] Bungie's goal of making characters behave realistically in the games[54] has led to the behavior of the Covenant, Flood, and Forerunner units being praised in each game of the series. A point of criticism has been the AI of allied UNSC characters; reviewers noted that in Halo 3, they were often more of a hindrance than help.[55][56]
The various factions that make up the Halo universe were each received differently. The Flood have been alternatively praised as terrifying foes, and lambasted as annoying zombie-like enemies; the literary adaptations of the Flood, particularly their representation in The Halo Graphic Novel, have been best received.[citation needed]
^Samoon, Evan (July 2008). "Gun Show: A real military expert takes aim at videogame weaponry to reveal the good, the bad, and the just plain silly". Electronic Gaming Monthly. Vol. 1, no. 230. p. 49.
^Boroumand, Shaida, ed. (2008). The Art of Halo 3. Random House. ISBN978-07615-6072-2.
^Cuddy, Luke (June 7, 2011). Halo and Philosophy: Intellect Evolved. Open Court. ISBN978-0812697186. [...] Banks put out the Culture series of books, which envisions a slightly smaller structure called an "orbital" -- probably closer to the Halo structures [...]
^Sones, Benjamin E. (July 14, 2000). "Bungie dreams of rings and things, part 2". Computer Games Online. Archived from the original on April 8, 2005. Retrieved April 13, 2013. we don't want people to think this is the game of Niven's Ringworld, simply because it takes place on a ring-shaped artificial world... you'd be surprised how often people assume this. ... structurally it's more similar to the 'orbitals' in Iain M. Banks' Culture novels.
^"Halo Waypoint". Xbox.com. Microsoft. Like the rest of the Sangheili, the surviving Councilors were not completely unified in their opinions on how to proceed following the Great Schism. While some did take up the Arbiter's cause, many others had become enamored with the idea of bringing the Covenant empire under complete Sangheili rule, quickly scrambling to grab power wherever they could. Some of these eventually served under Jul 'Mdama...[permanent dead link]
^ Halo: Escalation, vol. 1, p. 155/"Zef 'Trahl: What does it mean to be Covenant? A hundred warlords claim they rule the Covenant, but each of them leads only a small faction." (April 23, 2014). United States: Dark Horse Comics, 9781616559076.
^ Halo: Escalation, vol. 3, p. Summary/"...between Commander Sarah Palmer’s Spartans and Jul 'Mdama's New Covenant is just beginning..." (December 24, 2014). United States: Dark Horse Comics, 9781616557591.
^"HALO WARS 2". Halo - Official Site. June 13, 2016. Retrieved March 5, 2017. Halo Wars 2 introduces a new menacing villain to the Halo universe – Atriox, the leader of a violent, mercenary force known as The Banished.[permanent dead link]
^Peters, Kenneth; Phegley, Kiel (September 25, 2018). HALO: Official Spartan Field Manual. United States of America: Scholastic. p. 161. ISBN9781338253634. In theory, all who can aid Atriox's ambition and will bend the knee are welcome, from human to hunter, but their violence and conditions of service limit recruitment opportunities.
