Understanding and Promoting Empowerment

I have been involved in Emancipatory Disability Research (EDR) initiatives in different parts of the world. The goal of Emancipatory Research is to promote empowerment of marginalised people. Therefore, it is important to ask ourselves what is empowerment? Can it be promoted? If yes, how?

This post talks about some ideas of empowerment and how it can be promoted. It includes ideas from some of my discussions with young persons with disabilities in Mongolia during 2017-2020, who had taken part in an emancipatory research.

Emancipatory Research (ER)

Normally the main goal of a research is to gain new knowledge or new understandings. The main goal of a Emancipatory Research (ER) is to help marginalised persons to gain understanding about factors which cause or worsen their marginalisation.

ER can be done by individuals (IER) or by groups or communities (CER) of marginalised persons. My professional experience relates mainly to ER conducted by groups of disabled persons.

From my experiences, my understanding is that each kind of marginalisation and thus, each specific group of marginalised persons (for example, persons with mental health issues, sex workers, persons with alternate sexualities, persons with disabilities, etc.) is associated with specific kinds of barriers - such as attitudinal, social, economic, legal, cultural and physical barriers. Each kind of marginalised group also also needs to understand its own internalised barriers (barriers located in the persons themselves).

 

I would like to see more research in this area of differences and similarities in barriers faced by different marginalised groups.

The ER process can help in promoting a systematic collective examination of the different barriers in understanding how they affect their individual life-experiences. The ER process conducted jointly by a group of persons facing similar marginalisations can also help in finds ways and strategies to overcome those barriers.

Apart from its impact on the barriers, this whole ER process is also expected to promote empowerment of the participants. I asked a group of 34 young persons with disabilities in Mongolia about the meaning and significance of empowerment for them. The following ideas came out from these discussions.

Meanings of Empowerment

Empowerment can be at individual level and collective level (of groups of people or communities) and of their organisations and institutions.  Empowerment of an individual usually means taking control of his/her own life, having opportunities and abilities to make their own life-choices, and, the capacity of speaking out and making their voices heard.

However, persons from different cultures can different expectations from their empowerment because they may make very different life choices. For example, in an individualistic culture, living independently and ability to say whatever we wish may be seen as an important (or even the most important) part of empowerment. In other cultures where family values are seen as more valuable, empowered persons may still prefer to stay with their parents or listen to their elders, instead of insisting on making their own choices, and empowerment may be perceived in their family status and roles.

Zimmerman (1995) proposed that empowerment is both a process and an outcome. He identified different contributing factors of empowerment, such as - control and access to resources, participation with others, and critical understanding of socio-political environment.

I feel that empowerment is a never-ending process and it relates to different facets of life, so that while we may be more empowered in one life-domain, we can still be less empowered in other life-domains. It also means that our life-circumstances can lead to a reduction or strengthening of our empowerment. For example, finding a job or receiving pension and improving our economic independence may strengthen our empowerment.

Meanings of empowerment for Persons with Disabilities

Different groups of marginalised persons may have different ideas about empowerment. For example, for persons with disabilities, physical and material barriers such as lack of wheel-chairs, lack of ramps and lifts, lack of sign language translation, and lack of Braille materials are a very significant barrier and findings ways to overcome these barriers will play an important role in their empowerment.

 

For an Emancipatory Disability Research (EDR) project in Mongolia conducted during 2017-2020, I asked its participants (young adults with moderate to severe disabilities of different kinds) about the meaning of empowerment and what were the barriers to empowerment for them. 

For some of them, empowerment meant overcoming fear of the negative views and opinions of others, in their families, among friends, among peers and in communities. For them the biggest barriers to empowerment were the negative attitudes in the family and in the community.

Others looked at positive qualities to define empowerment, such as having self-confidence, having courage, and to be able to hold responsibility. One person said, “We have to first recognise our own skills and show our skills to others. If we change, we can change attitudes of the society, like Stephen Hawkins did, even if he can’t speak or move.”

For most of them, making independent decisions was a key to empowerment. Most felt that having a work and being financially independent helped in the process of empowerment.

Some persons shared their life stories to explain how they had fought against family attitudes to assert their need for making their own life-decisions. This raised the question about the links between personalities of the persons and their empowerment. Some persons are born fighters, they do not give up and insist on following their decisions, so they are naturally empowered. Others do not have fighting personalities and need help in developing their empowerment skills.

For some persons, parents' love and protectiveness were the barriers to their empowerment. One person said, “Barriers are also inside us, we are sensitive and feel hurt. Lack of accessibility restricts us, forcing us to depend upon others. Going to school is important for empowerment, not only to learn to read and write, but it is an opportunity of meeting others, talking, expressing ourselves, and having friends.”

How would you define empowerment?

Some Questions

One question in my mind is: does collective empowerment automatically lead to individual empowerment? If a group of persons undertakes a joint action to correct an injustice and through their efforts they manage to change the situation, I think that it will promote feelings of value and self-confidence among all members of the group. Thus, it will promote both collective empowerment and individual empowerment. However, I feel that those persons who play a more active role will gain more self-confidence and become more empowered. Therefore, group action may promote different levels of empowerment among the group members.

On the other hand, I think that when unjust situations change, this may help other persons to become empowered by showing that a change is possible, even if they did not take part in the fight to change the situation.

Another question I ask is: does individual empowerment automatically lead to collective empowerment? If a group of empowered persons agree and come together to fight, then they can be more effective in changing the unjust situation. However, if persons are individually empowered but do not agree with each other, and do not come together to change the situation, then probably there will not be any collective empowerment. I see collective empowerment as a process of inter-action and exchange between persons.

Conclusions

Empowerment can have different meanings for different groups of marginalised persons and across different countries and cultures. It is not a question to which you can answer with a yes or no - it is a process. It starts when we become aware that we can also make our own decisions. It is easier for us if we are economically independent and educated, but that does not mean that without education or financial independence we can’t be empowered.

Empowerment means not just getting respect for your decisions, but also respecting the others by listening to them and allowing them to make their decisions. It also means accepting that sometimes, some of us can also decide that we do not wish to make our own decisions.

 

 

Meeting others, learning from their life experiences, sharing our doubts and fears are all steps towards empowerment.

As Zimmerman (1995) wrote, “asking why” is a key part of promoting empowerment. Emancipatory Research (ER) approach facilitates groups of marginalised persons to come together, ask questions and understand the reasons behind their life situations, to discuss how to overcome the obstacles they face and thus promotes empowerment.

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Challenges of Emancipatory Research

Recently I spoke about Emancipatory Disability Research (EDR) in a conference in Italy. This post presents some of the key points from that presentation, with a special focus on challenges of conducting EDR in a rural or peripheral area of a developing country.

This is my 7th article about Emancipatory Research and if you wish to learn more about this research approach, you can check the whole list of the articles.

EDR in Developed and Developing Countries

In 1990 Mike Oliver (1945-2019) proposed the basic idea of Emancipatory Research - A research about disability based on the social model and carried out by persons with disabilities. He suggested that such an approach will provide information which can't be provided by non-disabled researchers.

The university courses on Disability Studies starting in late 1990s, spread the idea of emancipatory research. Thus, most examples of EDR come from developed countries which run courses on disability studies. There are a few examples of EDR conducted by persons from developing countries, studying in the universities in Global North, who did their research in developing countries. Many of these were researches conducted by university-educated individuals with disabilities and involved personal stories or in a few cases, a small number of persons with disabilities.

On the other hand, the model of EDR developed in the AIFO projects in developing countries over the last 10 years, is different. Here the research is carried out in collaboration with the local Disabled People’s Organisations (DPOs), while persons with disabilities from communities are given a short training and become the researchers. Their research has a collective approach and it focuses on the main barriers they face in their lives. A process of information collection followed by reflections and collective discussions are essential parts of these EDR initiatives. I like to think of these as the Freirian model of EDR, since it seems to reflect the ideas of Brazilian Pedagogist Paulo Freire.

All my discussions in this paper are based on my experience in EDR in developing countries in the AIFO Projects.

Freirian Model of EDR

I think that before proceeding further, it will be important to understand the general process of EDR implementation in AIFO projects:

(1) It is a part of an on-going community programme. The programme staff plays a key role in initiating discussions with DPOs and other stake-holders about conducting EDR.

(2) DPOs and community organisations such as Self-Help Groups (SHGs) are used to identify persons with disabilities who will be trained, who will become the researchers and carry out the research.

Depending on the country, local context and the activities of the community programmes, the researchers can be persons with different education levels (including illiterate persons), men and women, of different age groups, with all the different kinds of disabilities and different severity of disabilities.

(3) A group of persons with different kinds of expertise are also identified to create a Technical Advisory Group (TAG), which supports the researchers by helping to plan the research and providing feedback about the research process. This group includes academic researchers and disability experts.

(4) The researchers are provided a brief training (mostly 4-5 days), focusing on examining the different possible causes of a problem, the concept of barriers and the social model of disability, how to conduct interviews, how to carry out accessibility audit, basics of ethics, privacy and bias, and how to prepare a report. The final session of the training helps them to discuss and identify the problems about which they would like to conduct their research.

(5) A research plan is made and a calendar of activities is prepared with the support of the Programme staff. Researchers visit their communities, interview authorities, service providers and other disabled persons to collect information about their selected problem.

They meet periodically to share all the information collected about a problem and reflect on their findings. Sometimes they invite other persons as guests to these meetings. They also think about and discuss the possible solutions and strategies to address those problems, including what they can do themselves, what can be done at community level and what can be done by the DPOs.

(6) The research may last at least a few months, more usually a year or even more. All their meeting reports including their findings, reflections and suggestions are reviewed by the programme staff, DPOs and TAG members, who can provide feedback, additional information and comments.

(7) As mentioned above, the process of enquiries, discussions and collective reflection on specific issues is similar to the principles of Freirian Praxis as used in Participatory Action Research (PAR). Often, during this process, the researchers along with other persons with disabilities in the communities and with DPOs, can initiate specific activities to respond to the needs they have identified.

(8) The whole process is accompanied by a reporter, a person who documents all the findings, discussions and follow-up activities.
Challenges of Freirian model of EDR

Over the past 10 years, I have been involved in 6 EDR projects in AIFO projects (2 in India, one each in Palestine, Italy, Liberia and Mongolia).

Challenges of EDR

Some of the key challenges of these researches in my experience have been the following:

Involving persons with specific disabilities as researchers: The EDR process promotes empowerment of disabled persons who are involved as researchers. However, not all persons benefit equally. Some persons, who are very shy and lack self-confidence, they require a lot of effort and support in the beginning and often other researchers get impatient with them and ask to replace them.

Persons with specific disabilities such as deaf persons, persons with cerebral palsy, persons with intellectual disabilities, persons with mental illness, and persons with leprosy, are usually excluded from EDR. Usually they are not so active in DPOs. Both DPO staff and Programme staff, may think that it will not be easy to work with them. Thus, they are often excluded and it requires persistent dialogue with DPOs, staff and other disabled persons to convince them about their inclusion.

Participation of women is another key issue. Even DPOs which have strong women leaders in top positions, are not able to convince communities to select disabled women as researchers. Even when selected, often men dominate the discussions and when women speak, the men may laugh or make comments. It requires continuous dialogue with researchers to make them aware about these biases.

Unrealistic expectations from the research: Some times DPOs and Programme staff have completely unrealistic expectations from the research. After 4-5 days of training, they think that researchers can do all kinds of qualitative and quantitative research. They may have little patience in supporting researchers who have difficulties in articulation or who are slow in understanding. Sometimes they expect specific kinds of written reports from researchers and can be too severe in their criticisms.

NGO programme staff can also be dominating and interfering in the research process, imposing their ideas on the researchers.

Limited Support of TAG experts: Most of the time, persons invited to become part of the Technical Advisory Group (TAG) of experts of an EDR are busy persons with a lot of responsibilities. Unless invited to a specific EDR activity to conduct training or provide advice, they may not have the time to read EDR reports and provide feedback and advice to the researchers. At the end, it is important to ensure that at least 1-2 persons with good research experience follow and support the whole EDR process, while the specific support from the remaining expert members of TAG needs to be negotiated.

Reporter: The person selected to write all the EDR reports is the interface between researchers and the rest of the Programme team and TAG members. Having a capable person in this role, can be the most important factor in ensuring success of EDR. The person should be articulate and computer literate.

We have tried with both kinds of persons in this role - person with disability as well as, a non-disabled person. Both can be a support or a hindrance to the process.

A disabled person as a reporter can be too anchored to his/her own disability experience and thus become an obstacle to free discussions in the group. Specific disabilities may limit his/her interaction with other researchers. Having fixed ideas about what should or should not be done about specific disability issues, can also block open discussions in the group.

A mature person who is self-secure and does not need to dominate others, who can raise question gently, and facilitate constructive and open discussions which are inclusive of all the researchers, is needed for this role.

Language issues: In rural areas where EDR is carried out, often persons with limited education can only speak and understand local dialects. Reporter and programme staff may not understand these languages. Even researchers who can understand these languages, may not be able to translate all the ideas and concepts in to the official language. Thus, often important information can be lost in the translation and may not be a part of the official research reports.

Community activities: Many discussions and at least part of the activities stimulated by the EDR process take place in communities and small groups, outside the formal meetings. Researchers may not understand the importance of bringing all this news and information to the reporter.

Difficulties Related to Formal meetings - these have pre-decided agendas and limited time. In these meetings, there may not be enough time to share general information about what is happening alongside the research process. Even when researchers bring this information, the reporter may not see its relevance.

Thus, many collateral developments related to EDR are ignored in the official reports.

Measuring Empowerment: A key goal of EDR is to promote empowerment of the disabled persons participating in the research. While there is a lot of anecdotal information about how the researchers and other disabled persons feel empowered in this process, there is no standardised way to measure the change in empowerment of individuals. While there are some attempts to measurement of empowerment (such as by the World Bank), these are not practical for use in the context of EDR.

Conclusions

The Freirian Model of EDR needs more reflection and understanding. If similar models are being tried anywhere in the world, it will be good to exchange information with them.

EDR can not answer all kinds of research questions. It can play an important role in understanding how local contexts and cultures, including lack of proper infrastructure and lack of services, influence the barriers faced by persons with disabilities in developing countries. These experiences of EDR can provide a richness of details about people’s lives and about the solutions they find to overcome their barriers, that may be difficult to get with any other research approach.

There is still a lot about the Freirian model of EDR, which needs to be understood and defined.

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Emancipatory Disability Research: Disability & Sexuality

To explain the basic concepts of Emancipatory Research (ER) and especially, to explain, how it is organised, I am going to present some examples of Emancipatory Disability Research (EDR). All these examples are about disability, but I think that the basic principles would be same for conducting ER with other groups of marginalised persons.

My first example of EDR is from 2001-02 on “Disability and Sexuality” in Italy. It was carried out as part of my thesis for a master degree in disability studies from the Leeds University in UK. It was also the only time in which I directly participated in the research-exchanges and that experience made me understand how sharing experiences, ideas and views can be so empowering.

Background

The idea of conducting a research on disability and sexuality came during a conversation with a friend who had lost an arm during an accident some years ago. She told me that after losing her arm, she had become sexually invisible to the men. Though at that time, I was married for more than 2 decades and was a father of a child, I found it difficult to talk about sexuality with others. I thought that doing a research on disability and sexuality would be a good way for me to overcome my inhibitions.

Most of the research carried out about sexuality of disabled persons looks at it as a problem, as a part of their impairment. It is often seen as something pathological, to be treated, cured and controlled.

I wanted to look at sexuality from the point of view of persons with disabilities. Expressing our sexuality is our human right. I wanted to see how families and communities look at and influence the desire of expressing sexuality of persons with disabilities.

The research involved a small number of persons (21), both men and women, above 18 years of age and with different disabilities. Except for one gay person, all the remaining participants were heterosexual. The research was carried out through emails and had only one physical meeting when the participants met each other.

Research Process

The whole research was in Italian and was later translated into English. It was organised in the following steps:An announcement was placed in some disability related newsgroups to ask for volunteers for a study on disability and sexuality.

Persons responding to this announcement were sent more information about the study and were asked to provide some general information.

The main research issues were defined in collaboration with the participants (25 persons).

Then over a period of four months, these issues were discussed with the participants through individual emails. 21 persons out of the 25 who had originally agreed, actually completed this phase of the research.

A huge amount of text material of our discussions about sexuality were collected. I analysed this material and produced 16 theme reports in Italian, which were shared and discussed collectively with most of the participants (a few persons preferred to have these discussions individually instead of collectively).

On the basis of the theme reports and discussions, I prepared a summary report in Italian (later translated into English, which was used for my thesis).

Though I coordinated the whole process and asked most of the questions, the participants were free to raise questions to me, including questions related to my sexuality. Throughout the process, I tried to be honest and sincere in my answers to all the questions asked to me.

Impact of the research

At the end of the research, most of the participants expressed appreciation of how it had been learning and empowering process for them. Here are the comments of two participants:

Anna: I am reading the reports on our answers and it is getting to be very interesting. It is an “experience” in the sense of reading what others think and feel, makes me feel very close to them … first I was speaking alone and now I hear voices of others and that is very beautiful. … I have to say that reading what you have written, what we have written, it is such a strange and moving experience that I can’t describe it. Every evening when I download my mail, I am hoping to see another of these reports and then after reading them, I think about them for a long time. When I started participating in this research, I didn’t think that it would be such an involving experience. Reading your words is like looking at myself through a mirror. Alice: I have read the report in the morning and for the whole day, I kept on thinking about it. I am reflecting on things that I had never thought about before. I went some times to the disabled people’s organisation office – but it is full of persons complaining all the time. I didn’t want to go back there again. I never felt part of a group of “disabled persons”. When people earlier used to say the “world of disabled persons”, I couldn’t understand what they meant. I never thought that by having similar needs we become similar persons … reading this report, it was like a flash of light in my head. Perhaps when the non-disabled persons say “you all”, it is not so strange after all.Note: The names of the persons have been changed.

For me personally, participating in this research was a life-changing experience. Some of the things which the participants wrote to me, they had a deep effect on me. Often, I spent whole days thinking about what people had shared. It prompted me to share more honestly my own thoughts with the others.

18 years after this experience, I still remember the strong emotions provoked by this research. With one participant, I continue to be friends even today. I feel that this research helped me to become more open about my own sexuality and also to be more accepting of other persons’ diverse ideas about sexuality.

Issues Discussed During the Research

This research touched on different aspects of sexuality - from our need of intimacy and the meaning of sex in our lives, to the role of masturbation, pornography or the experiences of sexual violence. It gave me a better understanding of how we are influenced and changed by the attitudes and expectations of the people surrounding us. It provided real life examples of how different barriers intersect and reinforce each other in the lives of disabled persons.

Some of the issues raised up during our discussions were completely new to me. For example, I had no idea about specific sexual aids for persons with disabilities, cybersex, telephone sex and devotees (persons who like to have sex with a disabled person). Our discussions were sometimes about pain and frustration, at others they were laced with humour and irony.

For example, during the discussion about devotees, one of the participants wrote, "If you know someone, let me know! I am only joking, I don’t think I want a person who wants me only because I am disabled and not because I am Alice, though it would be the first time in my life that my disability is actually useful for something!"

I think that it made me aware about aspects of sexuality that otherwise I would have never understood. For example, a few years later, while talking of sexuality with a transgender woman, she said, "I don't have a real vagina, so I can't really enjoy sex."

It made me think of my discussions with the participant of this research, who was a tetraplegic, had no sensations in his body below his neck and for him sex meant licking and giving orgasm to his girlfriend. He had never said that he could not enjoy sex, rather the opposite, he craved it! For him sex was much more than genitals - it was about affection, intimacy, complicity and the joy of having a deeper human connection.

For me, it was important to understand that both the point of views expressed above, that of the transgender woman and that of the guy with tetraplegia were equally valid.

Conclusions

If you wish to learn more about this research, you can download my research thesis (PDF).

I think that my thesis captured the spirit of this research. But it had a word-limit, thus I was forced to leave out a lot of things that were insightful and significant for me. Therefore, compared to the thesis, I feel that my 16 theme reports written in Italian were more powerful. For many years, I had thought of translating into English all those theme reports and sharing them online, but I never came around to actually doing it.

Doing this research convinced me about the importance of emancipatory research in which a group of marginalised persons can gain empowerment by talking to each other and by sharing experiences and ideas with each other in a systematic way that focuses on personal as well as, collective issues such as barriers.

Ever since that first EDR conducted 18 years ago, I have been involved in facilitating a number of such researches in different parts of the world. However, after that first experience, I have never been a part of the participants, who interact with each other. I remain outside the group, helping them to reason it through, train them in how to think about issues, help them understand and analyse their reports.

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#emancipatoryresearch #disability #sexuality #report #thesis

Planning Emancipatory Research

My first 4 posts introduced some basic concepts related to emancipatory research (ER). With this 5th post, we are now going to look at more practical aspects of ER – how to plan an ER.

I believe that the ER can be a useful approach for promoting empowerment of different marginalised groups. However, all my experiences are in Emancipatory Disability Research (EDR). If you have used a similar approach for conducting research with other marginalised groups, I would love to exchange views with you. You can check the full list of my posts on emancipatory research.

Selecting the Research Themes

Identifying the research questions or the themes is fundamental for ER. The research questions should be such that they promote empowerment. ER needs to identify problems that are felt as important by the marginalised groups themselves.

For promoting empowerment, the research needs to focus on those problems in such ways so that the marginalised groups can understand the different dimensions and contributing factors of the issues. They need to ask why and understand why things happen in the way they do, and how do environment, state, society, community, families and they themselves contribute to it.

Using a human rights approach, which means focusing on peoples’ rights and how these rights are violated or not respected, is one way to stimulate people to fight for those rights and promote empowerment.

In Emancipatory Disability Research, this also means looking at issues through the social model approach focusing on the way different kinds of barriers (attitudes, resources, physical, legal, social, cultural) surrounding the persons with disabilities create and increase disablement, and limit their participation and inclusion.

Prerequisites for starting Emancipatory Research

Normally the desire for conducting ER will not come from the community of the marginalised persons – they do not understand it and how it can help them. Thus, ER has to be stimulated and supported by outsiders.

ER can only be a part of an on-going community-based programme or activities. You cannot just go as an outsider to a community and think of doing emancipatory research.

ER is conducted by the marginalised persons themselves, so if you are facilitating the ER process, be ready to give up control. Be willing to accept that people may decide to go into directions which you did not foresee or plan.

Academic researchers and other experts need to play a supporting role in ER. They must accept that they may have to sit quietly and listen (one of the most difficult things to do!). They have to give advice only when asked and they must not resent if the researchers (marginalised persons) do not accept their advice.

ER’s goal is to generate new knowledge from the point of view of marginalised persons and promote their own empowerment. The knowledge they want to generate may not seem so important to academic researchers and experts.

ER can only happen in a process lasting different months or years. Thus, ER cannot be completed in a short time by outsiders who go in for a few weeks, collect information and leave. ER is a "slow research" that requires its own time of maturation.

Identifying Researchers

Among the marginalised group of persons, you need to think of the persons who will conduct the research. Let me give you 3 examples from the ER projects in which I was involved to see how different groups of persons may be chosen:

(1) In an ER project in rural Karnataka in India, we wanted to look at the different barriers faced by all the different groups of persons with disabilities. We identified 8 groups of disabilities for the research (vision disabilities, hearing and speech disabilities, physical disabilities, etc.). We decided to identify 1 man and 1 woman with each of those 8 kinds of disabilities. We wanted both young and old persons, educated and uneducated persons, and persons living in district towns as well as those living in villages. So, in the end, in our team of 16 selected persons we had representatives from all these groups.

(2) In an ER project in Gaza in Palestine, we wanted to look at the barriers faced by young adult women with different disabilities. They identified about 25 adult women with different disabilities who were trained as researchers. It was impossible to identify women with intellectual disabilities and with mental health conditions for the role of researchers because the community workers could not understand how these 2 groups of women could contribute anything useful. This highlighted some of common negative attitudes against certain groups among the persons who may have long experience of working in the disability sector.

(3) In an on-going ER project in Mongolia, we are looking at the barriers faced by young persons (less than 30 years) with moderate to severe disabilities who live in the capital Ulan Baatar. We selected persons from different parts of the city including from the urban peripheries where families are poorer. We worked with Independent Living Movement Mongolia and other DPO federations to identify 35 researchers. However, finding persons of less than 30 years was a challenge and, in the end, we accepted persons up to 36 years old.

Thus, based on the objectives of your research, you need to define the criteria and a strategy for selecting your researchers. Usually persons with disabilities have their leaders who can speak out confidently. The challenge for ER is to find persons who are potential leaders, who may not be very confident and who may not be able to express themselves, but ER can help them to become more empowered and future leaders.

Training the Researchers

Persons from the marginalised group who have been selected as researchers need to be trained in how to conduct the research. The training will depend upon the research themes and methodology but in my experience, it is always important for them to understand how different factors influence a situation.

For example, if in our research we are looking at why children with disabilities are not going to the school, we have to think about existing education policies, attitudes (of teachers, of other children, of families), physical accessibilities, transport, school fees, skills of the teachers, number of children in the class, and so on. Most persons have some ideas about the causes of problems and it is important for them to learn to not focus only on their own ideas, but learn to see issues from different point of views. I prefer to dedicate one day of training to making the future researchers doing different exercises about the possible causes of different problems.

The researchers also need training about general skills such as how to ask questions, listening with empathy, being respectful to people, and being aware about their own prejudices. They also need to reflect on issues of confidentiality, privacy and ethics.

They may also need some specific skills such as how to run a focus group or how to interview persons, which will depend upon the research methodology.

Finally, the researchers need to understand the diversities of their own marginalisation. For example, in Emancipatory Disability Research, persons with disabilities need to understand the diversity of ways in which barriers affect them because of their different disabilities. Some of the barriers faced by a blind person will be very different from the barriers faced a wheel-chair user, while other barriers may be similar. Thus, I feel that it is important for the researchers to be aware of their own differences, acknowledge their own negative attitudes and learn to be inclusive.

Support Staff for the Emancipatory Research

The researchers selected from the marginalised groups will need a support system to carry out the research.

The most important figure among the support staff is that of a reporter – the person who will accompany each step and document all the research process. ER is almost always a qualitative research during which people talk, share stories and experiences. The reporter has to document all these discussions. Persons with research experience and background in areas like sociology, anthropology, nursing or humanities can be good at it.

Depending upon the research methodology, the ER process may need contributions from a statistician for the analysis of any data collected during the research.

Other support staff will be needed to organise the different research activities such as the organisation of meetings, group discussions, interviews and visits to the field. For example, researchers may need accessible transport services and accessible meeting venues. They may need materials in Braille or a sign language interpreter.

EDR also requires a group of committed experts including academic researchers who agree to follow the research and support the researchers during the different phases of the process.

To Conclude

Planning an ER requires committed research professionals who are willing to put themselves in supporting roles and give space to marginalised persons to think about and understand their own issues.

A perfect ER in which a group of marginalised persons completely controls all aspects of the research is an ideal – it is very difficult to achieve but we need to strive for it by constantly questioning ourselves and forcing ourselves to keeping quiet and listening, instead of intervening.

In my next posts, I will share information about my experiences in different ER initiatives.

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#planningemancipatoryresearch #disabilityresearch #emancipatoryresearch #edr 

Ancient Indians, Neanderthals and Denisovans

Recently I was reading the wonderful book Sapiens: A Brief History of Humankind by the Israeli writer Yuval Noah Harari (originally written in Hebrew in 2011, English translation is published by Signal books, UK, 2014). Reading this book reminded me about some of my old thoughts on ancient Indian myths and the prehistoric humans such as the Neanderthals.

Many decades ago, while reading the old Indian sacred stories, I used to wonder if some of the people described in them such as asur, danav, rakshas, and vanar, could have been references to other human species.

This post explores some of those ideas about the non-human persons in the sacred books of Hinduism including Veda, Puranic stories and epics like Ramayan and Mahabharat. I am not claiming any scientific rationale behind these ideas, they are just speculations. The images used in this post are from the north-east of India and show depictions of those persons in the temples, folk-art and folk-plays.

Different human species: Regarding the encounters between the different human species, in his book Yuval Noah Harari has written that:

There were humans long before there was history. Animals much like modern humans first appeared about 2.5 million years ago. But for countless generations they did not stand out from myriad other organisms with which they shared their habitats. …

Homo sapiens, too, belongs to a family. This banal fact used to be one of history’s most closely guarded secrets. Homo sapiens long preferred to view itself as set apart from animals, an orphan bereft of family, lacking siblings or cousins, and most importantly without parents. But that’s just not the case. Like it or not, we are members of a large and particularly noisy family called the great apes. Our closest living relatives include chimpanzees, gorillas and orang utans. The chimpanzees are the closest. Just 6 million years ago, a single female ape had two daughters. One became the ancestor of all chimpanzees, the other is our own grandmother.

Homo sapiens has kept hidden an even more disturbing secret. Not only do we possess an abundance of uncivilised cousins, once upon a time we had quite a few brothers and sisters as well. We are used to thinking about ourselves as the only humans, because for the last 10,000 years, our species has indeed been the only human species around. …

Humans in Europe and western Asia evolved into Homo neanderthalensis, popularly referred to simply as ‘Neanderthals’. .. The more eastern regions of Asia were populated by Homo erectus, ‘Upright man’, who survived there for close to 2 million years, making it the most durable human species ever. .. On the island of Java in Indonesia, lived Homo soloensis. On another Indonesian island – the small island of Flores – archaic humans underwent a process of dwarfing … This unique species, known by scientists as Homo floresiensis, reached a maximum height of only metre and weighed no more than twenty-five kilograms. .. In 2010 another lost sibling was rescued from oblivion, when scientist excavating the Denisova cave in Siberia discovered a fossilised finger bone. Genetic analysis proved that the finger belonged to a previously unknown human species, which was named Homo denisova. … from about 2 million years ago until around 10,000 years ago, the world was home, at one and the same time, to several human species. …(pp 11-20)

European theories of encounters between different people in India: European academics and indologists from 19th century had popularized the theories of Aryan invasion and proposed that people of south India (Dravidians) were pushed southwards by those Aryans coming into India from the west. They had also proposed that fair-skinned Aryans had exploited and subjugated dark skinned indigenous populations of ancient India and forced them into specific caste groups (shudra) or outside the caste system (untouchables). They had argued that groups like Asur and Rakshas described in the ancient Indian tales were actually Dravidians and other indigenous people of India.

These ideas have been widely accepted both in India and internationally. For example, many people believe that the more than three thousand years old Harappa and Mohanjodaro civilizations in the Indus valley had disappeared due to Aryan invasion.

Only during the last couple of decades there have been doubts about the invasion theories since they have not found matching archaeological or documentary evidence or the evidence is non conclusive, to support this theory. However, objective discussions on this theme are sometimes difficult because certain Hindu groups see the Aryan invasion theory as diminishing of their claim to be original inhabitants of India. At the same time, objective discussions are difficult because many leftist scholars see them as efforts to pander to conservative Hindu groups.

Alternative hypothesis of encounters between different human species in Indian myths: However, I used to think that the Puranic stories and myths of ancient Indians could have been orally transmitted stories of the prehistoric humans, who could have travelled from one continent to another over thousands of years, enriching those stories with events from their own lives and passing them on to their younger generations.

So my thought was: what if the asur, danav, pichash, rakshas and vanar of those stories were other species of humans who might have lived on earth at the same time as the Homo sapiens? What if stories like those of the vanar kingdom from which Hanuman comes, which is described in Ramayan, are based upon much older stories from the millennium-long oral traditions and refer to our humanoid ape ancestors from which the different human species took birth and who were our species-cousins?

The Puranic stories talk about the birth of deva (humans) and asur from the same father Brahma and their subsequent fights. Similarly the stories linked to rakshas like that of Ravan, mention the highly developed cultures of these people and their rich cities full of gold (Lanka). I do not think that we can take these stories as literal truths or histories. Indian traditions have looked at, analysed and understood these myths in diverse spiritual and metaphorical ways.

For example, Indian mythologist Devdutt Pattnaik in his book “My Gita” writes of deva and asura as the two children of Brahma, “Though half-brothers, these sons of Brahma do not like each other: the deva fear the asura and the asura hate the deva. … In the Veda, the deva and asura are celestian beings. But in Purana, they are clearly rivals. The Europeans identified asura first as Titans, in line with Greek mythology, and later as demons, in line with Abrahamic mythology. This causes great confusion, as the asura are neither “old gods” nor “forces of evil”. Both old gods and forces of evil are unwanted and need to be excluded, while in the Purana, both are needed …” (p. 79)

To explain the disappearance from earth of all other human species except for the Homo sapiens, wars and genocides have been proposed. However, we can also interpret the old Indian myths as stories of interactions between different human species. Yuval Noah has written about these interactions, "About 70,000 years ago, Sapiens from East Africa spread into Arabian peninsula and from there they quickly overran the entire Eurasian landmass. When Homo sapiens landed in Arabia, most of Eurasia was already settled by other humans. What happened to them? … According to the Interbreeding theory, when Sapiens spread into Neanderthal lands, Sapiens bred with Neanderthals until the two populations merged. If this is the case, then today’s Eurasians are not pure Sapiens." (p. 20)

Can we confirm these ideas?: When the human genome mapping project had come up, I had thought that genome mapping could give the answers about inter-mixing between the different human species. For example, genome studies have shown that 1 to 4 percent of Europeans and Asians have some Neanderthal genes.

Another recent report about a genome study by Sriram Sankararaman of California university and David Reich of Harvard University has shown that a higher than expected percentage of south Asians have genes of the Denisovan species of humans. People of Oceania and Pacific have even higher number of persons with these genes.

Thus, these studies suggest that at least some degree of inter-mixing between human species did take place. However this does not prove that the other people mentioned in Indian myths and ancient books were other human species like Neanderthals and Denisovans.

The continuity of the living oral traditions in India: Another questions I have asked myself is - if it is true that the Indian myths carry memories of the prehistoric encounters between the different human species, are there similar myths and old stories among other cultures and people?

We share many myths with other cultures. For example, the floods of the Genesis Narrative are a common myth in different parts of the world, from Noah in the Bible to Sumerian and Babylonian myths, and the primordial floods described in the Indian myths of Manu.

So why we have not found other myths and stories of encounters between Sapiens and other species of humans? One answer can be that the myths and ancient stories of people could have included stories of encounters between different human species, but those stories are not accessible today. Or that these stories are there but they have not been thought/understood in this way. Another answer can be that the relatively new religions like Christianity and Islam have suppressed many of  the old myths of the oral traditions of the ancient people.

On the other hand, India has had a very strong tradition of keeping alive the oral narratives and customs. For example, a group of persons in Kerala still continues and conserves the tradition of chanting of ancient vedic sounds, whose meanings have been lost with time. Thus, these are living traditions in India and not just things that are found in museums and old manuscripts. Another factor influencing the continuing presence of old stories in India is because Hinduism is composed of hundreds of different belief streams, none of which can claim to be dominant or more legitimate than others, which makes it possible for the acceptance and continuing adaptations and relevance of old myths and sacred stories.

In India the myth-recreation and re-elaboration process is active and ongoing even today. For example, in popular Indian culture public figures like Mahatma Gandhi and Ambedkar, as well as some film actors and politicians, are regularly turned into gods with building of their temples and making of new myths and stories about their exploits.

Perhaps that is how, ancient myths of encounters between different human species could have found resonance in relatively more recent stories of exploitation between different castes, and thus these continue to be woven and used in different ways in contemporary India!

Conclusions: Do ancient Indian myths tell stories about encounters between different human species from prehistorical times? May be one day the technology will be able to provide better answers to such speculative questions. More likely, these will remain speculations.

However, I like the idea that our old Indian myths and stories can remember events from the dawn of the humanity before we had our languages and identities. I like the idea that the archetype chimpanzee grandmother of Yuval Noah Harari is still remembered as the mother of Hanuman in our stories. That our Neanderthal cousins are still there with us as Ravan, Kumbhkaran and Meghnath in the Ramlila plays. That our Denisovan cousins are not lost for ever, they live in the Puranic stories of India.

I think that "Sapiens: A Brief History of Humankind", is a wonderful book. If Human history interests you, it will give you a lot to think about!

***

Exploring Indian love lives

Ira Trivedi's book "India in Love" is about marriage and sexuality in contemporary India. Based on a sociological research, it focuses mainly on the enormous changes occurring in urban middle class India. And, it makes for an interesting read. This post is about Trivedi's book and also presents a selection of my pictures from different parts of the world on the theme of love and sexuality.

Introduction

Sexuality is a taboo area in India, though in recent times, some of the walls surrounding it have been breached, giving a glimpse of the different facets.

The discussions around sexuality are often linked to debates about traditions versus modernity, as well as to ideas of obscenity and pornography. Often they remain limited to innuendos and anecdotes that make for prurient reading without really helping in an understanding of the issues. Ira Trivedi's book "India in Love - Marriage and sexuality in the 21st century" (Aleph books, New Delhi, 2014) goes deeper for a more nuanced understanding of the issues.

India in Love

The book is divided into two parts - part 1 dealing with "sex and sexuality" and part 2 dealing with "love and marriage".

The first, "Sex and sexuality", part touches on different areas - the impact of last 2 decades on people's ideas about sex and sexuality; impact of access to pornography and the space occupied by porn stars in popular imagination; the coming out of the LGBTI (Lesbian, Gay, Bisexual, Transsexual and intersexual) groups; evolution of the prostitution; and the dark side of sexuality, including rape, violence and the impact of decreasing female ratios.

The second part, "Love and marriage"  deals with - increasing role of love in people's decision making about marriages; the old and the new matchmakers and their changing roles in arranged marriages; the commercialization of weddings; increasing divorces and separations; and, couples experimenting with live-in relationships and open marriages.

Comments

At places, Ira makes sweeping and superficial generalizations, but on the whole, the book presents stories and research findings in ways that illustrate the complexity of the issues. India is a continent with a huge population and thus most discourses about India usually lead to the following two conclusions:

(1) If something is true, its exact opposite will also be true - thus if you find examples of big changes, you also find examples of societies and persons steeped in traditions that refuse any change. The situation is also dynamic, thus the same persons may have different opinions at different points in their lives and what seems to be the truth of a specific group today, may be very different tomorrow.

(2) The diverse groups in India - rich, middle class and poor; big cities, small cities and villages; men, women and the other genders; persons of different religions, etc. - all have different aspirations and velocities of change. None of the groups are monoliths with common shared positions, rather each group shows a variety of positions along a spectrum ranging from the most radical to the most conservative.

Ira's book also respects these two conclusions. Book's language varies from academic and clinical ("she did fellatio", "he did not like doing cunnilingus") to more immediate and direct ("squeezing their breasts and groping their crotches").

While the book talks about the changing ideas and practices about sex, love and marriage in India, it also touches on the frustrations and dilemmas about the traditions among the immigrants from rural areas and small cities who can witness the changing norms but are mostly excluded from them.

It does not shy away from going deeper into complicated areas (".. there have been many positive influences such as education and health care but the missionaries tried to impose a certain way of life that wasn't original Khasi way of life. Our tribal culture is intrinsically open and non judgemental. Christianity is all about judgement and sin...").

Book's conclusions and their implications

In her conclusions, Ira writes:

"The love revolution will lead to the breakdown of the traditional arranged marriage. This is significant, because it also means the breakdown of joint family, of caste and community identity, and as divorce rates skyrocket, perhaps also of marriage itself. The switch from arranged to love marriage will be a slow, gradual one, but it is happening nonetheless, particularly in urban India. The India of ten years ago was substantially different from the India of today, and the India a decade from now will continue on the path we have paved.

The sex revolution does not just concern the physical act of sex. It is about changing laws, about loosening censors, and about more sexual liberty. It is about seeing women choosing to wear what they want and about accepting gays in our communities. It is about the burgeoning prostitution industry and pornography. It is about escaping hypocrisy and realizing we are making change happen. Above all, it is about exposing an entire generation to a heavily sexualized culture which is seeping into their lives."

I believe that in India we need many more such discussions and researches to understand the social changes and their impacts related to notions of love, marriage and sex. Trivedi's book is a useful addition to those discussions.

The book remains superficial about the increasing anxiety of patriarchal society and especially of men, linked to these changes. However, results of these anxieties are increasingly dominating the news in India. Different "news-making" events over the past decade - the attempt of Maharashtrian government to ban dance bars, the recent worries expressed by the health minister Dr Harsh Wardhan about sex education in schools, the comments by different bodies including khap panchayats and political leaders about appropriateness of women's clothes - are some of the reactions caused by these anxieties. This area needs much more understanding and research.

Another problem is that most discussions on sex and sexuality remain elitist, confined to English language and exclude a large number of persons who do not speak English in India, who have a significant interest in this area but do not have access to systematic and accessible information on the theme.

Images on love & intimacy from around the world

To accompany this post, I decided to search my picture archives for images related to the theme of love, togetherness and intimacy. Here are some of them from around the world - from Belgium, Brazil, Czech republic, Ecuador, India, Italy, Switzerland and Thailand.

I think that feelings of love, close friendships, and intimacy are perhaps the most important factors determining the quality of our lives. Living our sexualities in an open and fulfilling manner is equally important for all of us. However, societies' norms and expectations influence us and make us feel inadequate or wrong in expressing our desires about love, intimacy and sex. Sometimes, we ourselves do not understand our own desires.

Ira's book can helps you in understanding some of those issues. So read the book and think about yourself and what you wish from your lives, your companions, friends and families. Best of luck!

***

The abusers and the lynching mobs

When Tahehlka's Think Fest had started, we were getting ready to start our research on "Violence and Abuse" in north Karnataka. Reading the list of the speakers at the Think Fest, I had briefly fantasized about somehow flying to Goa to listen to some of them. About two weeks later, as the first news about Tarun Tejpal's sexual abuse of a journalist had come out, we had just started to discuss the preliminary research results. We were trying to make some sense out of the terrible situation that had come out of our research.

Our research was on "violence and abuse, including sexual abuse, towards persons with disabilities in the Bidar district of Karnataka". The research was conducted jointly with local associations of disabled persons and persons working in a community programme.

A group of disabled persons and community workers from Bidar district, both women and men, were trained to conduct the research. The aims of our research were two - (i) to gain an understanding about factors influencing violence and abuse towards disabled persons and (ii) to initiate a dialogue on how can violence and abuse be prevented.

During the initial training of the researchers, it had come out that this issue directly concerned both disabled persons and community workers. In the past 12 months, many of them had also been through personal experiences of emotional, physical and sexual violence.

Our daily feedback sessions during the research, when we discussed the information collected during the day, brought out sharing of peoples' stories and invariably had some of us crying.

In the next few weeks, I will be working at the analysis of the information collected during this research. However, the preliminary analysis of our data shows a terrible situation -

• More than 80% of the disabled persons interviewed had at least one experience of significant violence and abuse in the past 12 months. For most of them the experiences were more frequent, some times even daily.
• More than one third of the women interviewed had had at least one episode of sexual violence in the last 12 months.  Married women suffered more violence and abuse compared to unmarried women.
• Disabled men were also victims - more frequently of emotional and physical violence, but about 9% of them had had at least one episode of sexual violence in the last 12 months.

Our research shows that violence and abuse are common in our homes, in our families and in our communities. Few persons had the courage to talk about the abuse they had suffered. Often, those who were supposed to protect them, including police and authorities, were themselves complices and even perpetrators.

While reading about Tarun Tejpal and the journalist, everyday I am listening to the shrill debates, to the cries for jail and stringent punishment, to those who ask for castration and death. And I think of our research.

They shout - kill the rapist, hound anyone connected with them, make examples out of them, better if they are well known persons. The shrill noise means we are exempted from looking inside ourselves, to recognize and understand our societies. We do not need to look at what we do every day in our homes and our communities.

One Nirbhaya every now and then, is fine for breaking news, prime time debates and candle light vigils, so that abuse of hundreds of silent unknown Nirbhayas in our homes, families and communities can go on.

***

Delhi or Mumbai, the rape capital?

Since December 2012, after the infamous and cruel rape of Nirbhaya in the moving bus in Delhi, reports of other rapes in the Indian capital and other metros continue to appear in the news, including the recent news about the rape of a photo-journalist in Mumbai. Recently, I was reading a paper from a social psychology research about the messages used for changing public behaviour, that raised some questions and doubts in my mind about the common communications in the Indian media about rape. This article explains the research and those doubts.

Social psychology

Social psychology is an area of study that looks at how persons relate to and influence each other. At present, I am involved in an online course on social psychology from Coursera. These online courses are run by prestigious American and a few British universities. They are free and open to everyone. If you have never looked at the Coursera website, and you are interested in continuing your learning through online courses, my recommendation is that you should take a look at it!

Cialdini's research

The research that struck me and prompted this article was done by Prof. R. B. Cialdini from Arizona university and was published in 2003 ("Crafting normative messages to protect the environment" in journal of American Psychological society). This article is one of the learning materials in the course on social psychology.

In this research Cialdini looked at undesirable behaviours and the effectiveness of different public messages that were used in USA to limit those behaviours. Cialdini's paper is not about rapes - it is about damage to the environment. He suggests that people's behaviour can be influenced by 2 kinds of norms in our communications -

(1) Descriptive norms: these norms are about behaviours that are popular and are carried out by a large number of persons. If a behaviour is seen as common, other people feel like copying it. Thus, we should use these norms in our messages when we wish people to do something.

(2) Injunctive norms: these norms tell us which behaviour is forbidden or wrong in our society and should not be done. These norms should be used in messages when we wish people to stop doing something.

Cialdini's research showed that often messages given to public for stopping some bad behaviour used both kinds of norms in an inappropriate way so that they become contradictory, and thus may not be effective. Cialdini's research showed that such contradictory messages can be counter-productive - that is, they promote the behaviour, they wish to stop.

Let me explain myself a little better.

When we talk about an issue, usually we feel that it is important to underline the gravity and the severity of the problem, because we think that if people understand how bad it is they will try to stop it. However, it may not work in that way.

Thus, when we prepare messages, we give information that this problem is very widespread. This may give the unconscious message to public that the undesirable behaviour is very common, and that it is carried out by a large number of persons in the society. Some people listening to or watching that message start thinking that "it is something common and popular, so we can also do it". Due to this reason, such messages may have the opposite effect.

Cialdini gives different examples of his studies to support these ideas. For example, in a protected natural park containing important fossils, visiters were taking away small pieces of fossils and it was a big problem. The authorities used a message informing the visiters that every year 40 tonnes of fossils are stolen from the park and asking the visiters not to steal the fossils. However, this message-campaign did not have any effect, rather the stealing increased after this campaign. Thus, Cialdini explained that this message told people that taking away fossils was common and popular, and people felt that if they also take away a small piece it will not make much difference.

Delhi as the rape capital of India

Let me start with some of my own ideas about the issue of rapes in India. Delhi was not a safe city even 40 years ago. From those years, I remember, my sister's worries about the behaviour of guys in Delhi buses going to the university.

I am sorry to confess that at that time even I used to believe that it was because of "provocative clothes" that girls wear, and if they can look like "behen ji" they will be spared. Only much later did I realize that saying that the fault is because of girls' dress or behaviour shifts the responsibility from the guys who behave wrongly onto the girls, and in a way, approves that guys can behave the way they wish and then put the blame on the girl.

I believe that Indian society's emphasis on girls' izzat and how it is equated with "family honour" worsens this situation.

Today the things seem to have worsened. Social phenomenon are almost always complex and have different causes. I think that partly, the number of rapes may have "increased" because now more girls and more families have the courage to report it. In this sense, increase in reporting of rape should be seen as a positive sign.

Asking that police and laws should stop or reduce the rapes can be a superficial solution, because it allows us to ignore the harsh social realities of India where class and caste inequalities are closely interlinked with the way women are treated. It makes us feel that we can continue to be a chauvenistic and unequal society, and that only police or stronger punishments can resolve this problem.

Just listening to the declarations of police officers, politicians, religious leaders and sometimes, even magistrates and judges (including many women), shows how entrenched such ways of thinking are in our society's psyche.

I think that it is the same societal attitudes that are also responsible for dowry killings, female infanticide and violence against women, that are responsible for rapes and the inceased feelings of insecurity perceived by girls and women in India. Unfortunately these are so common among outside the big cities and among more marginalized groups that these are taken as the norm and do not even make it to any kind of news.

However, after reading Cialdini's paper, I was wondering, if in our desire to bring a change in our society, we are not emphasising too much on how frequent and common rapes have become and if this is fueling the perception at least in some men that it is common and even they can do it?

Can talking about "Delhi as the rape capital of India" or "Mumbai as the new rape capital of India" is the wrong message to give to country's men, because it tells them that rape is common or even "normal"?

What do you think?

***

Hindu, Muslim, Sikh, Issai - Inter-religious Bollywood

Artists don't believe in conventions, everyone knows it. Ordinary mortals are expected to follow the social rules, but for artists we are usually ready to make exceptions. Look at Bollywood. It is common enough to find marriages and relationships that go accross religious lines in Bollywood.

But if film artists can go beyond social conventions in their private lives, they also need to sell the tickets of their films. Do people go to watch films that defy social conventions?

In this three parts article, I will look at - (1) inter-religious families in reel-life Bollywood; (2) inter-religious love in reel-life Bollywood; and, (3) inter-religious stories from real life Bollywood. This first part of the article is about inter-religious families in Bollywood films.

Multi-religious societies & Cinema

I think that among all the different films made in different parts of the world, Bollywood and Indian cinema have touched on the issue of inter-religious issues many more times, compared to all other countries. May be it has something to do with the way Indians perceive themselves?

Almost all the countries of the world today are multi-religious. However, most of them do not think of themselves as multi-religious. Or rather did not think of themselves as multi-religous till recently. On the other hand in India, we think of ourselves as being part of a multi-religious country for a long time. May be it is because of our history. It may be also because many religions started in India.

In India 80% of the population is Hindu, though Hinduism can be interpreted very differently among different groups of people in different parts of India, and remaining 20% is composed of different religions. In US, about 75% of population is Christian (protestants and Catholics), while the remaining 25% belong to different religions, including those who do not believe in any religion. In UK about 70% of the population considers themselves as Christians. In Italy, 80% of the population identifies itself as Catholic. So more or less, all these countries have similar percentages of majority groups and minority groups.

Yet, in my opinion, the awareness about different religions and their beliefs, is much higher in India than any where else. Could that be the reason why Bollywood has been extra-sensitive to the issue of inter-religious relationships?

If I think of films from any other country - USA, France, Italy, Japan, Korea, China ... I can't remember even one film on the subject of inter-religious relationships. Even when their films have characters from other countries/religions, usually they are shown in a way where religious differences are not an issue. However, I have seen some American documentary films on this subject, specially on the issue of inter-religious marriages between Christians and Jews.

If you know of some examples of mainstream films from any country touching on inter-religious relationships, please do let me know.

Persons of different religions in Bollyworld

Bollyworld is the make believe world of Bollywood that exists only inside the cinema halls and DVDs. In Bollyworld, the idea of including persons of different religions is so pervasive that it hardly makes news. For reaching out to people of different religions, often Indian films include persons of different religions, most common being Muslims but also Christians and Sikhs, shown usually as "almost family" like friends.

Films where Muslims, Christians or Sikhs or Parsi are the main protagonists are less common, but there are some examples of these. Muslim socials was distinct category of Bollywood films till 1980s with films like Nikaah, Mere Huzoor and Mere Mehboob. However, this genre of films is less common today. Sikh culture has found greater expression in Punjabi cinema, though there are some examples from mainstream Bollywood such as Singh is King and Jo Bole So Nihaal.

More commonly, Bollywood places its main stories in Hindu famlies, while persons of other religions are shown as friends, or less commonly as villains. There was a time when this practice allowed film makers to introduce specific things like ghazals and shairo-shayari in the narrative. It is hard to think of films which did not have such characters from 1960s and 1970s. From Hrikesh Mukherjee, to Ramanand Sagar, Prakash Mehra, Manmohan Desai and Tarachand Barjatya, all their films had such characters.

Even more recently, some of the big box-office successes of Karan Johar, such as "Kuch kuch hota hai" and "Kabhi Khushi kabhi gham", have continued with this idea of close family-friends kind of relationships with persons of different religions.

I think that the basic idea behind it is to make sure that persons of all religions can relate to the film (and make it a commercial success). At the same time, it does reflect the real-life reality of India, where it would be impossible to find any person who has not interacted with persons of other religions in the neighbourhoods, friends and workplaces.

Mixed Religion families in Bollywood

While the more popular Bollywood films used characters of different religions in close family and friendship relationships, they also maintain clear boundaries between them. Thus, in most of these films, Muslims are always married to Muslims, Christians to Christians and Hindus to Hindus.

However, the idea of mixing up of religions in the Bollyworld families has been touched upon many times. When I think of significant Bollywood films that have touched on theme of inter-religious families I think of four films - Dharamputra, Amar Akbar Anthony, Zakhm and Bombay.

There are other significant films like the recent Kurbaan, but I see them more about inter-religious love stories rather than about inter-religious families. However, I do concede that this division into inter-religious love and inter-religious families is arbitrary and subjective.

Dharamputra (1961): This Yash Chopra film was my introduction to a world united and yet divided because of religions. It was about a Muslim girl (Mala Sinha) who has to give away her son, born before her marriage, to a Hindu couple who are her family friends (Manmohan Krishen and Nirupa Roy). Years later, that son (Shashi Kapoor) grows up into a Hindu fanatic and during the partition riots goes to burn the house of his Muslim mother.

Amar, Akbar, Anthony (1977): This Manmohan Desai film is another old favourite about three brothers who get separated when they are young, and grow up in three different families beloning to three different religions - Amar (Vinod Khanna) grows up as Hindu, Akbar (Rishi Kapoor) grows up as a Muslim and Anthony (Amitabh Bacchan) grows up as Christian. One of its most celebrated scene had blood transfusion tubes running from the arms of the three brothers and going into the arm of a blind woman (Nirupa Roy) who is actually their mother, but they don't know it.

The film looked at religious differences as being important for the individuals and yet almost unimportant for the relationships among people. The three brothers growing up with different religions, are shown to be in love with girls from their own religions. They are shown living in the worlds made of persons of their own religions. The film never discusses the impact of religious differences but rather seems to take it for granted that the persons from different religions would love each other "because they are brothers".

There are no religious fanatics or any speeches about religions in this film. Thus, I see this film as an allegory for the ideal multi-religious India, where each religion can maintain its distinctiveness, its own costumes, and yet be like a family.

Zakhm (1998): This is one of the my favourite films of all times. Directed by Mahesh Bhatt, this was an autobiographical film. Against the backdrop of religious riots in Bombay, the film tells the story of an old woman (Pooja Bhatt), who has been burned alive by a Muslim guy. As she struggles for her life in the intensive care unit of a hospital, her younger son, with the help of Hindu hardliners would like to take a revenge on the Muslims. Her elder son (Ajay Devgan) tells the story of their family to his younger borther.

It is the story of a Muslim woman in love with a Hindu film director, who dies in an accident leaving her with two sons. She hides her own faith and brings up her two sons as Hindus, even though she is rejected by her husband's family.

The film had a powerful performance by child actor Kunal Khemu as the elder son, during the parts in flash back, where Ajay tells about his childhood.

In South Asia, the boundaries between religions can often be hazy. Many families carry hidden histories of inter-mixing of different religions. I felt that this film brought out the issue of those hidden histories in a powerful way. It was also a strong voice against the fanatics and the hate-mongers of different hues.

Bombay: This 1995 film by Mani Ratnam is one of those rare films that touched on a vital question in all inter-religious marriages - the question of the religion of their children. The Hindu-Muslim couple in the film opt for a civil marriage and ignore the religions.

However, their two fathers would like that their grandchildren follow the family religion. The couple has twins and thus, the two grandfathers decide that one grandchild can receive Muslim religious knowledge and the other can be Hindu. Only when there are Hindu-Muslim riots that threaten the lives of the two children, it makes them understand the futility of religious fights.

Many mixed-religions couples today are like the couple of this story, who do not feel very religious and who feel that they can continue to follow different faiths. However, the issue of their children's religions is a thorny one, especially when there are family expectations and pressures from the two sides.

The different ways in which families deal with this issue, I think that it needs to be tackled in more films.

Conclusions

Bollyworld often shows persons of different religions, living together as close family friends or relating to each other in positive ways.

In a way it is a reflection of the Indian society and at the same time, I believe that it strengthens knowledge and relationships between people of different religions in India.

The past few decades have been marked by shifting of religions towards more exclusionist and radical positions, not just in India but all over the world. In such a situation, I think that Bollywood's role in promoting a multi-religious society is important.

There are many examples of mixed-religions families in Bollywood cinema. Personally, I believe that in this direction, Bollywood (and Indian cinema in other languages) has been much ahead of all other cinematic traditions in the world.

So if you think of Bollywood films dealing with inter-religious families, are there any films that have impressed you? Are there any such films from other countries, that you know of?

In the next part of this article, I will touch on inter-religious love stories in Bollywood films.

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This article is part of my reflections for an email based research on mixed religious couples and families. This research is called "Mixed Doubles: You, I and our Gods".

If you are or were a part of a mixed religious relationship or if you grew up in a mixed religious family, please consider joining this research by sending me an email at: sunil.deepak(at)gmail.com

You can find more information about this research at the Mixed Doubles Blog.

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