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Monday, May 24, 2021

Spirituality

From Wikipedia, the free encyclopedia

The meaning of spirituality has developed and expanded over time, and various connotations can be found alongside each other. Traditionally, spirituality referred to a religious process of re-formation which "aims to recover the original shape of man", oriented at "the image of God" as exemplified by the founders and sacred texts of the religions of the world. The term was used within early Christianity to refer to a life oriented toward the Holy Spirit and broadened during the Late Middle Ages to include mental aspects of life. In modern times, the term both spread to other religious traditions and broadened to refer to a wider range of experience, including a range of esoteric traditions and religious traditions. Modern usages tend to refer to a subjective experience of a sacred dimension and the "deepest values and meanings by which people live", often in a context separate from organized religious institutions, such as a belief in a supernatural (beyond the known and observable) realm, personal growth, a quest for an ultimate or sacred meaning, religious experience, or an encounter with one's own "inner dimension".

Standing Buddha with a halo, 1st–2nd century AD (or earlier), Greco-Buddhist art of Gandhara.

Etymology

The term spirit means "animating or vital principle in man and animals". It is derived from the Old French espirit, which comes from the Latin word spiritus (soul, courage, vigor, breath) and is related to spirare (to breathe). In the Vulgate the Latin word spiritus is used to translate the Greek pneuma and Hebrew ruach.

The term "spiritual", matters "concerning the spirit", is derived from Old French spirituel (12c.), which is derived from Latin spiritualis, which comes from spiritus or "spirit".

The term "spirituality" is derived from Middle French spiritualité, from Late Latin "spiritualitatem" (nominative spiritualitas), which is also derived from Latin spiritualis.

Definition

There is no single, widely agreed-upon definition of spirituality. Surveys of the definition of the term, as used in scholarly research, show a broad range of definitions with limited overlap. A survey of reviews by McCarroll each dealing with the topic of spirituality gave twenty-seven explicit definitions, among which "there was little agreement." This impedes the systematic study of spirituality and the capacity to communicate findings meaningfully. Furthermore, many of spirituality's core features are not unique to spirituality; for example self-transcendence, asceticism and the recognition of one's connection to all were regarded by the atheist Arthur Schopenhauer as key to ethical life.

According to Kees Waaijman, the traditional meaning of spirituality is a process of re-formation which "aims to recover the original shape of man, the image of God. To accomplish this, the re-formation is oriented at a mold, which represents the original shape: in Judaism the Torah, in Christianity there is Christ, for Buddhism, Buddha, and in Islam, Muhammad." Houtman and Aupers suggest that modern spirituality is a blend of humanistic psychology, mystical and esoteric traditions, and Eastern religions.

In modern times the emphasis is on subjective experience and the "deepest values and meanings by which people live," incorporating personal growth or transformation, usually in a context separate from organized religious institutions.

Development of the meaning of spirituality

Classical, medieval and early modern periods

Bergomi detects "an enlightened form of non-religious spirituality" in Late Antiquity.

Words translatable as "spirituality" first began to arise in the 5th century and only entered common use toward the end of the Middle Ages. In a Biblical context the term means being animated by God. The New Testament offers the concept of being driven by the Holy Spirit, as opposed to living a life in which one rejects this influence.

In the 11th century this meaning changed. "Spirituality" began to denote the mental aspect of life, as opposed to the material and sensual aspects of life, "the ecclesiastical sphere of light against the dark world of matter". In the 13th century "spirituality" acquired a social and psychological meaning. Socially it denoted the territory of the clergy: "The ecclesiastical against the temporary possessions, the ecclesiastical against the secular authority, the clerical class against the secular class" Psychologically, it denoted the realm of the inner life: "The purity of motives, affections, intentions, inner dispositions, the psychology of the spiritual life, the analysis of the feelings".

In the 17th and 18th centuries a distinction was made between higher and lower forms of spirituality: "A spiritual man is one who is Christian 'more abundantly and deeper than others'." The word was also associated with mysticism and quietism, and acquired a negative meaning.

Modern spirituality

Modern notions of spirituality developed throughout the 19th and 20th century, mixing Christian ideas with Western esoteric traditions and elements of Asian, especially Indian, religions. Spirituality became increasingly disconnected from traditional religious organisations and institutions. It is sometimes associated today with philosophical, social, or political movements such as liberalism, feminist theology, and green politics.

Transcendentalism and Unitarian Universalism

Ralph Waldo Emerson (1803–1882) was a pioneer of the idea of spirituality as a distinct field. He was one of the major figures in Transcendentalism, an early 19th-century liberal Protestant movement, which was rooted in English and German Romanticism, the Biblical criticism of Johann Gottfried Herder and Friedrich Schleiermacher, the skepticism of Hume, and Neo-Platonism. The Transcendentalists emphasised an intuitive, experiential approach of religion. Following Schleiermacher, an individual's intuition of truth was taken as the criterion for truth. In the late 18th and early 19th century, the first translations of Hindu texts appeared, which were also read by the Transcendentalists, and influenced their thinking. They also endorsed universalist and Unitarianist ideas, leading to Unitarian Universalism, the idea that there must be truth in other religions as well, since a loving God would redeem all living beings, not just Christians.

Theosophy, anthroposophy, and the perennial philosophy

A major influence on modern spirituality was the Theosophical Society, which searched for 'secret teachings' in Asian religions. It has been influential on modernist streams in several Asian religions, notably Neo-Vedanta, the revival of Theravada Buddhism, and Buddhist modernism, which have taken over modern western notions of personal experience and universalism and integrated them in their religious concepts. A second, related influence was Anthroposophy, whose founder, Rudolf Steiner, was particularly interested in developing a genuine Western spirituality, and in the ways that such a spirituality could transform practical institutions such as education, agriculture, and medicine.

The influence of Asian traditions on western modern spirituality was also furthered by the perennial philosophy, whose main proponent Aldous Huxley was deeply influenced by Swami Vivekananda's Neo-Vedanta and universalism, and the spread of social welfare, education and mass travel after World War II.

Neo-Vedanta

An important influence on western spirituality was Neo-Vedanta, also called neo-Hinduism and Hindu Universalism, a modern interpretation of Hinduism which developed in response to western colonialism and orientalism. It aims to present Hinduism as a "homogenized ideal of Hinduism" with Advaita Vedanta as its central doctrine. Due to the colonisation of Asia by the western world, since the 19th century an exchange of ideas has been taking place between the western world and Asia, which also influenced western religiosity. Unitarianism, and the idea of Universalism, was brought to India by missionaries, and had a major influence on neo-Hinduism via Ram Mohan Roy's Brahmo Samaj and Brahmoism. Roy attempted to modernise and reform Hinduism, from the idea of Universalism. This universalism was further popularised, and brought back to the west as neo-Vedanta, by Swami Vivekananda.

"Spiritual but not religious"

After the Second World War, spirituality and theistic religion became increasingly disconnected, and spirituality became more oriented on subjective experience, instead of "attempts to place the self within a broader ontological context." A new discourse developed, in which (humanistic) psychology, mystical and esoteric traditions and eastern religions are being blended, to reach the true self by self-disclosure, free expression and, meditation.

The distinction between the spiritual and the religious became more common in the popular mind during the late 20th century with the rise of secularism and the advent of the New Age movement. Authors such as Chris Griscom and Shirley MacLaine explored it in numerous ways in their books. Paul Heelas noted the development within New Age circles of what he called "seminar spirituality": structured offerings complementing consumer choice with spiritual options.

Among other factors, declining membership of organized religions and the growth of secularism in the western world have given rise to this broader view of spirituality. The term "spiritual" is now frequently used in contexts in which the term "religious" was formerly employed. Both theists and atheists have criticized this development.

Traditional spirituality

Abrahamic faiths

Judaism

Rabbinic Judaism (or in some Christian traditions, Rabbinism) (Hebrew: "Yahadut Rabanit" – יהדות רבנית) has been the mainstream form of Judaism since the 6th century CE, after the codification of the Talmud. It is characterised by the belief that the Written Torah ("Law" or "Instruction") cannot be correctly interpreted without reference to the Oral Torah and by the voluminous literature specifying what behavior is sanctioned by the law (called halakha, "the way").

Judaism knows a variety of religious observances: ethical rules, prayers, religious clothing, holidays, shabbat, pilgrimages, Torah reading, dietary laws, etc.

Kabbalah (literally "receiving"), is an esoteric method, discipline and school of thought of Judaism. Its definition varies according to the tradition and aims of those following it, from its religious origin as an integral part of Judaism, to its later Christian, New Age, or Occultist syncretic adaptations. Kabbalah is a set of esoteric teachings meant to explain the relationship between an unchanging, eternal and mysterious Ein Sof (no end) and the mortal and finite universe (his creation). While it is heavily used by some denominations, it is not a religious denomination in itself.

Hasidic Judaism, meaning "piety" (or "loving kindness"), is a branch of Orthodox Judaism that promotes spirituality through the popularisation and internalisation of Jewish mysticism as the fundamental aspect of the faith. It was founded in 18th-century Eastern Europe by Rabbi Israel Baal Shem Tov. Hasidism emphased the Immanent Divine presence in everything and has often focused on optimism, encouragement, and daily fervour. This populist emotional revival accompanied the elite ideal of nullification to paradoxical Divine Panentheism, through intellectual articulation of inner dimensions of mystical thought.

The Musar movement is a Jewish spiritual movement that has focused on developing character traits such as faith, humility, and love. The Musar movement, first founded in the 19th century by Israel Salanter and developed in the 21st century by Alan Morinis and Ira F. Stone, has encouraged spiritual practices of Jewish meditation, Jewish prayer, Jewish ethics, tzedakah, teshuvah, and the study of musar (ethical) literature.

Christianity

Union with Christ is the purpose of Christian mysticism.

Catholic spirituality is the spiritual practice of living out a personal act of faith (fides qua creditur) following the acceptance of faith (fides quae creditur). Although all Catholics are expected to pray together at Mass, there are many different forms of spirituality and private prayer which have developed over the centuries. Each of the major religious orders of the Catholic Church and other lay groupings have their own unique spirituality – its own way of approaching God in prayer and in living out the Gospel.

Christian mysticism refers to the development of mystical practices and theory within Christianity. It has often been connected to mystical theology, especially in the Catholic and Eastern Orthodox traditions. The attributes and means by which Christian mysticism is studied and practiced are varied and range from ecstatic visions of the soul's mystical union with God to simple prayerful contemplation of Holy Scripture (i.e., Lectio Divina).

Progressive Christianity is a contemporary movement which seeks to remove the supernatural claims of the faith and replace them with a post-critical understanding of biblical spirituality based on historical and scientific research. It focuses on the lived experience of spirituality over historical dogmatic claims, and accepts that the faith is both true and a human construction, and that spiritual experiences are psychologically and neurally real and useful.

Islam

An inner spiritual struggle and an outer physical struggle are two commonly accepted meanings of the Arabic word jihad: The "greater jihad" is the inner struggle by a believer to fulfill his religious duties. This non-violent meaning is stressed by both Muslim and non-Muslim authors.

Al-Khatib al-Baghdadi, an 11th-century Islamic scholar, referenced a statement by the companion of Muhammad, Jabir ibn Abd-Allah:

The Prophet ... returned from one of his battles, and thereupon told us, 'You have arrived with an excellent arrival, you have come from the Lesser Jihad to the Greater Jihad – the striving of a servant (of Allah) against his desires (holy war)."

Sufism

The best known form of Islamic mystic spirituality is the Sufi tradition (famous through Rumi and Hafiz) in which a Sheikh or pir transmits spiritual discipline to students.

Sufism or taṣawwuf (Arabic: تصوّف‎) is defined by its adherents as the inner, mystical dimension of Islam. A practitioner of this tradition is generally known as a ṣūfī (صُوفِيّ). Sufis believe they are practicing ihsan (perfection of worship) as revealed by Gabriel to Muhammad,

Worship and serve Allah as you are seeing Him and while you see Him not yet truly He sees you.

Sufis consider themselves as the original true proponents of this pure original form of Islam. They are strong adherents to the principal of tolerance, peace and against any form of violence. The Sufi have suffered severe persecution by more rigid and fundamentalist groups such as the Wahhabi and Salafi movement. In 1843 the Senussi Sufi were forced to flee Mecca and Medina and head to Sudan and Libya.

Classical Sufi scholars have defined Sufism as "a science whose objective is the reparation of the heart and turning it away from all else but God". Alternatively, in the words of the Darqawi Sufi teacher Ahmad ibn Ajiba, "a science through which one can know how to travel into the presence of the Divine, purify one's inner self from filth, and beautify it with a variety of praiseworthy traits".

Asian traditions

Buddhism

Buddhist practices are known as Bhavana, which literally means "development" or "cultivating" or "producing" in the sense of "calling into existence." It is an important concept in Buddhist praxis (Patipatti). The word bhavana normally appears in conjunction with another word forming a compound phrase such as citta-bhavana (the development or cultivation of the heart/mind) or metta-bhavana (the development/cultivation of loving kindness). When used on its own bhavana signifies 'spiritual cultivation' generally.

Various Buddhist Paths to liberation developed throughout the ages. Best-known is the Noble Eightfold Path, but others include the Bodhisattva Path and Lamrim.

Hinduism

Jñāna marga
Jñāna marga
 
Bhakti marga
Bhakti marga
 
Rāja marga
Rāja marga
 
Three of four paths of spirituality in Hinduism

Hinduism has no traditional ecclesiastical order, no centralized religious authorities, no governing body, no prophet(s) nor any binding holy book; Hindus can choose to be polytheistic, pantheistic, monistic, or atheistic. Within this diffuse and open structure, spirituality in Hindu philosophy is an individual experience, and referred to as ksaitrajña (Sanskrit: क्षैत्रज्ञ). It defines spiritual practice as one's journey towards moksha, awareness of self, the discovery of higher truths, true nature of reality, and a consciousness that is liberated and content.

Four paths

Traditionally, Hinduism identifies three mārga (ways) of spiritual practice, namely Jñāna(ज्ञान), the way of knowledge; Bhakti, the way of devotion; and Karma yoga, the way of selfless action. In the 19th century Vivekananda, in his neo-Vedanta synthesis of Hinduism, added Rāja yoga, the way of contemplation and meditation, as a fourth way, calling all of them "yoga". 

Jñāna marga is a path often assisted by a guru (teacher) in one's spiritual practice. Bhakti marga is a path of faith and devotion to deity or deities; the spiritual practice often includes chanting, singing and music – such as in kirtans – in front of idols, or images of one or more deity, or a devotional symbol of the holy. Karma marga is the path of one's work, where diligent practical work or vartta (Sanskrit: वार्त्ता, profession) becomes in itself a spiritual practice, and work in daily life is perfected as a form of spiritual liberation and not for its material rewards. Rāja marga is the path of cultivating necessary virtues, self-discipline, tapas (meditation), contemplation and self-reflection sometimes with isolation and renunciation of the world, to a pinnacle state called samādhi. This state of samādhi has been compared to peak experience.

There is a rigorous debate in Indian literature on relative merits of these theoretical spiritual practices. For example, Chandogyopanishad suggests that those who engage in ritualistic offerings to gods and priests will fail in their spiritual practice, while those who engage in tapas will succeed; Svetasvataropanishad suggests that a successful spiritual practice requires a longing for truth, but warns of becoming 'false ascetic' who go through the mechanics of spiritual practice without meditating on the nature of Self and universal Truths. In the practice of Hinduism, suggest modern era scholars such as Vivekananda, the choice between the paths is up to the individual and a person's proclivities. Other scholars suggest that these Hindu spiritual practices are not mutually exclusive, but overlapping. These four paths of spirituality are also known in Hinduism outside India, such as in Balinese Hinduism, where it is called Catur Marga (literally: four paths).

Schools and spirituality

Different schools of Hinduism encourage different spiritual practices. In Tantric school for example, the spiritual practice has been referred to as sādhanā. It involves initiation into the school, undergoing rituals, and achieving moksha liberation by experiencing union of cosmic polarities. The Hare Krishna school emphasizes bhakti yoga as spiritual practice. In Advaita Vedanta school, the spiritual practice emphasizes jñāna yoga in stages: samnyasa (cultivate virtues), sravana (hear, study), manana (reflect) and dhyana (nididhyasana, contemplate).

Sikhism

An 18th Century Sikh Raja

Sikhism considers spiritual life and secular life to be intertwined: "In the Sikh Weltanschauung...the temporal world is part of the Infinite Reality and partakes of its characteristics." Guru Nanak described living an "active, creative, and practical life" of "truthfulness, fidelity, self-control and purity" as being higher than a purely contemplative life.

The 6th Sikh Guru Guru Hargobind re-affirmed that the political/temporal (Miri) and spiritual (Piri) realms are mutually coexistent. According to the 9th Sikh Guru, Tegh Bahadhur, the ideal Sikh should have both Shakti (power that resides in the temporal), and Bhakti (spiritual meditative qualities). This was developed into the concept of the Saint Soldier by the 10th Sikh Guru, Gobind Singh.

According to Guru Nanak, the goal is to attain the "attendant balance of separation-fusion, self-other, action-inaction, attachment-detachment, in the course of daily life", the polar opposite to a self-centered existence. Nanak talks further about the one God or akal (timelessness) that permeates all life) and which must be seen with 'the inward eye', or the 'heart', of a human being.

In Sikhism there is no dogma, priests, monastics or yogis.

African spirituality

In some African contexts, spirituality is considered a belief system that guides the welfare of society and the people therein, and eradicates sources of unhappiness occasioned by evil. In traditional society prior to colonization and extensive introduction to Christianity or Islam, religion was the strongest element in society influencing the thinking and actions of the people. Hence spirituality was a sub-domain of religion. Despite the rapid social, economic and political changes of the last century, traditional religion remains the essential background for many African people. And that religion is a communal given, not an individual choice. Religion gives all of life its meaning and provides ground for action. Each person is "a living creed of his religion." There is no concern for spiritual matters apart from ones physical and communal life. Life continues after death but remains focused on pragmatic family and community matters.

Contemporary spirituality

The term spiritual has frequently become used in contexts in which the term religious was formerly employed. Contemporary spirituality is also called "post-traditional spirituality" and "New Age spirituality". Hanegraaf makes a distinction between two "New Age" movements: New Age in a restricted sense, which originated primarily in mid-twentieth century England and had its roots in Theosophy and anthroposophy, and "New Age" in a general sense, which emerged in the later 1970s

when increasing numbers of people ... began to perceive a broad similarity between a wide variety of "alternative ideas" and pursuits, and started to think of them as part of one "movement"".

Those who speak of spirituality outside of religion often define themselves as spiritual but not religious and generally believe in the existence of different "spiritual paths", emphasizing the importance of finding one's own individual path to spirituality. According to one 2005 poll, about 24% of the United States population identifies itself as "spiritual but not religious".

Lockwood draws attention to the variety of spiritual experience in the contemporary West:

The new Western spiritual landscape, characterised by consumerism and choice abundance, is scattered with novel religious manifestations based in psychology and the Human Potential Movement, each offering participants a pathway to the Self.

Characteristics

Modern spirituality centers on the "deepest values and meanings by which people live". It often embraces the idea of an ultimate or an alleged immaterial reality. It envisions an inner path enabling a person to discover the essence of his or her being.

Not all modern notions of spirituality embrace transcendental ideas. Secular spirituality emphasizes humanistic ideas on moral character (qualities such as love, compassion, patience, tolerance, forgiveness, contentment, responsibility, harmony, and a concern for others). These are aspects of life and human experience which go beyond a purely materialist view of the world without necessarily accepting belief in a supernatural reality or any divine being. Nevertheless, many humanists (e.g. Bertrand Russell, Jean-Paul Sartre) who clearly value the non-material, communal and virtuous aspects of life reject this usage of the term "spirituality" as being overly-broad (i.e. it effectively amounts to saying "everything and anything that is good and virtuous is necessarily spiritual"). In 1930 Russell, a self-described agnostic renowned as an atheist, wrote "... one's ego is no very large part of the world. The man [sic] who can centre his thoughts and hopes upon something transcending self can find a certain peace in the ordinary troubles of life which is impossible to the pure egoist." Similarly, Aristotle – one of the first known Western thinkers to demonstrate that morality, virtue and goodness can be derived without appealing to supernatural forces – argued that "men create Gods in their own image" (not the other way around). Moreover, theistic and atheistic critics alike dismiss the need for the "secular spirituality" label on the basis that it appears to be nothing more than obscurantism in that:

  • the term "spirit" is commonly taken as denoting the existence of unseen / otherworldly / life-giving forces; and
  • words such as "morality", "philanthropy" and "humanism" already efficiently and succinctly describe the prosocial-orientation and civility that the phrase "secular spirituality" is meant to convey but without risking confusion that one is referring to something supernatural.

Although personal well-being, both physical and psychological, is said to be an important aspect of modern spirituality, this does not imply spirituality is essential to achieving happiness (e.g. see). Free-thinkers who reject notions that the numinous/non-material is important to living well can be just as happy as more spiritually-oriented individuals.

Contemporary proponents of spirituality may suggest that spirituality develops inner peace and forms a foundation for happiness. For example, meditation and similar practices are suggested to help the practitioner cultivate her/his inner life and character. Ellison and Fan (2008) assert that spirituality causes a wide array of positive health outcomes, including "morale, happiness, and life satisfaction.". However, Schuurmans-Stekhoven (2013) actively attempted to replicate this research and found more "mixed" results. Nevertheless, spirituality has played a central role in some self-help movements such as Alcoholics Anonymous:

if an alcoholic failed to perfect and enlarge his spiritual life through work and self-sacrifice for others, he could not survive the certain trials and low spots ahead

Such spiritually-informed treatment approaches have been challenged as pseudoscience.

Spiritual experience

Spiritual experiences plays a central role in modern spirituality. Both western and Asian authors have popularised this notion. Important early-20th century Western writers who studied the phenomenon of spirituality, and their works, include William James, The Varieties of Religious Experience (1902) and Rudolph Otto, especially The Idea of the Holy (1917)

James' notions of "spiritual experience" had a further influence on the modernist streams in Asian traditions, making them even further recognisable for a western audience.

William James popularized the use of the term "religious experience" in his The Varieties of Religious Experience. He has also influenced the understanding of mysticism as a distinctive experience which allegedly grants knowledge.

Wayne Proudfoot traces the roots of the notion of "religious experience" further back to the German theologian Friedrich Schleiermacher (1768–1834), who argued that religion is based on a feeling of the infinite. Schleiermacher used the idea of "religious experience" to defend religion against the growing scientific and secular critique. Many scholars of religion, of whom William James was the most influential, adopted the concept.

Major Asian influences on contemporary spirituality have included Swami Vivekananda (1863–1902) and D.T. Suzuki. (1870–1966) Vivekananda popularised a modern syncretic Hinduism, in which an emphasis on personal experience replaced the authority of scriptures. Suzuki had a major influence on the popularisation of Zen in the west and popularized the idea of enlightenment as insight into a timeless, transcendent reality. Other influences came through Paul Brunton's A Search in Secret India (1934), which introduced Ramana Maharshi (1879–1950) and Meher Baba (1894–1969) to a western audience.

Spiritual experiences can include being connected to a larger reality, yielding a more comprehensive self; joining with other individuals or the human community; with nature or the cosmos; or with the divine realm.

Spiritual practices

Kees Waaijman discerns four forms of spiritual practices:

  1. Somatic practices, especially deprivation and diminishment. Deprivation aims to purify the body. Diminishment concerns the repulsement of ego-oriented impulses. Examples include fasting and poverty.
  2. Psychological practices, for example meditation.
  3. Social practices. Examples include the practice of obedience and communal ownership, reforming ego-orientedness into other-orientedness.
  4. Spiritual. All practices aim at purifying ego-centeredness, and direct the abilities at the divine reality.

Spiritual practices may include meditation, mindfulness, prayer, the contemplation of sacred texts, ethical development, and spiritual retreats in a convent. Love and/or compassion are often described as the mainstay of spiritual development.

Within spirituality is also found "a common emphasis on the value of thoughtfulness, tolerance for breadth and practices and beliefs, and appreciation for the insights of other religious communities, as well as other sources of authority within the social sciences."

Science

Relation to science

Since the scientific revolution of the 18th-century Enlightenment, the relationship of science to religion and to spirituality has developed in complex ways. Historian John Hedley Brooke describes wide variations:

The natural sciences have been invested with religious meaning, with antireligious implications and, in many contexts, with no religious significance at all."

Brooke has proposed that the currently held popular notion of antagonisms between science and religion has historically originated with "thinkers with a social or political axe to grind" rather than with the natural philosophers themselves. Though physical and biological scientists today see no need for supernatural explanations to describe reality, some scientists continue to regard science and spirituality as complementary, not contradictory, and are willing to debate, rather than simply classifying spirituality and science as non-overlapping magisteria.

A few religious leaders have shown openness to modern science and its methods. The 14th Dalai Lama, for example, has proposed that if a scientific analysis conclusively showed certain claims in Buddhism to be false, then the claims must be abandoned and the findings of science accepted.

Quantum mysticism

During the twentieth century the relationship between science and spirituality has been influenced both by Freudian psychology, which has accentuated the boundaries between the two areas by accentuating individualism and secularism, and by developments in particle physics, which reopened the debate about complementarity between scientific and religious discourse and rekindled for many an interest in holistic conceptions of reality. These conceptions were championed by New Age spiritualists in a type of quantum mysticism that they claim justifies their spiritual beliefs, though quantum physicists themselves on the whole reject such attempts as being pseudoscientific.

Scientific research

Health and well-being

Various studies (most originating from North America) have reported a positive correlation between spirituality and mental well-being in both healthy people and those encountering a range of physical illnesses or psychological disorders. Although spiritual individuals tend to be optimistic, report greater social support, and experience higher intrinsic meaning in life, strength, and inner peace, whether the correlation represents a causal link remains contentious. Both supporters and opponents of this claim agree that past statistical findings are difficult to interpret, in large part because of the ongoing disagreement over how spirituality should be defined and measured. There is also evidence that an agreeable/positive temperament and/or a tendency toward sociability (which all correlate with spirituality) might actually be the key psychological features that predispose people to subsequently adopt a spiritual orientation and that these characteristics, not spiritually per se, add to well-being. There is also some suggestion that the benefits associated with spirituality and religiosity might arise from being a member of a close-knit community. Social bonds available via secular sources (i.e., not unique to spirituality or faith-based groups) might just as effectively raise well-being. In sum, spirituality may not be the "active ingredient" (i.e., past association with psychological well-being measures might reflect a reverse causation or effects from other variables that correlate with spirituality), and that the effects of agreeableness, conscientiousness, or virtue – personality traits common in many non-spiritual people yet known to be slightly more common among the spiritual – may better account for spirituality's apparent correlation with mental health and social support.

Intercessionary prayer

Masters and Spielmans conducted a meta-analysis of all the available and reputable research examining the effects of distant intercessory prayer. They found no discernible health effects from being prayed for by others. In fact, one large and scientifically rigorous study by Herbert Benson and colleagues revealed that intercessory prayer had no effect on recovery from cardiac arrest, but patients told people were praying for them actually had an increased risk of medical complications. Knowing others are praying for you could actually be medically detrimental.

Spiritual care in health care professions

In the health-care professions there is growing interest in "spiritual care", to complement the medical-technical approaches and to improve the outcomes of medical treatments. Puchalski et al. argue for "compassionate systems of care" in a spiritual context.

Spiritual experiences

Neuroscientists have examined brain functioning during reported spiritual experiences finding that certain neurotransmitters and specific areas of the brain are involved. Moreover, experimenters have also successfully induced spiritual experiences in individuals by administering psychoactive agents known to elicit euphoria and perceptual distortions. Conversely, religiosity and spirituality can also be dampened by electromagnetic stimulation of the brain. These results have motivated some leading theorists to speculate that spirituality may be a benign subtype of psychosis (see) – benign in the sense that the same aberrant sensory perceptions that those suffering clinical psychoses evaluate as distressingly incongruent and inexplicable are instead interpreted by spiritual individuals as positive (personal and meaningful transcendent experiences).

Measurement

Considerable debate persists about — among other factors — spirituality's relation to religion, the number and content of its dimensions, its relation to concepts of well-being, and its universality. (ref) A number of research groups have developed instruments which attempt to measure spirituality quantitatively, including the Spiritual Transcendence Scale (STS), the Brief Multidimensional Measure of Religiousness/Spirituality (BMMRS) and the Daily Spiritual Experiences Scale. MacDonald et al gave an "Expressions of Spirituality Inventory" (ESI-R) measuring five dimensions of spirituality to over 4000 persons across eight countries. The study results and interpretation highlighted the complexity and challenges of measurement of spirituality cross-culturally.

Sunday, May 23, 2021

Subitism

From Wikipedia, the free encyclopedia

The term subitism points to sudden awakening, the idea that insight into Buddha-nature, or the nature of mind, is "sudden," c.q. "in one glance," "uncovered all together," or "together, completely, simultaneously," in contrast to "successively or being uncovered one after the other." It may be posited as opposite to gradualism, the original Buddhist approach which says that following the dharma can be achieved only step by step, through an arduous practice.

Etymology

The application of the term "subitism" to Buddhism is derived from the French illumination subite (sudden awakening), contrasting with 'illumination graduelle' (gradual awakening). It gained currency in this use in English from the work of sinologist Paul Demiéville. His 1947 work 'Mirror of the Mind' was widely read in the U.S. It inaugurated a series by him on subitism and gradualism.

The Chinese term tun, as used in tun-wu, translated as "subite," sudden, has a broader meaning than "sudden." It is more apt translated as "in one glance," "uncovered all together," or "together, completely, simultaneously," in contrast to "successively or being uncovered one after the other." It means that all aspects of Buddhist practice are realized, or actualized, simultaneously, and not one after another as in a gradual or linear school curriculum. Specifically, the defilements are not erased gradually, by good works, but simultaneously.

Subitizing, also derived from the Latin adjective subitus, is the rapid, accurate, and confident judgments of numbers performed for small numbers of items. It is important to be aware subitism can also be used in this context.

Tun wu in Chinese Buddhism

Chan

The distinction between sudden and gradual awakening has its roots in Indian Buddhism. It was first introduced in China in the beginning of the 5th century CE by Tao Sheng. The term became of central importance in Chan Buddhism, where it is used to denote the doctrinal position that awakening, the comprehension or realization of the Buddhist teachings, happens simultaneously, and is not the fruit of a gradual accretion or realisation.

Shenhui

In the 8th century the distinction became part of a struggle for influence at the Chinese court by Shenhui, a student of Huineng. Hereafter "sudden enlightenment" became one of the hallmarks of Chan Buddhism, though the sharp distinction was softened by subsequent generations of practitioners.

This softening is reflected in the Platform Sutra of Huineng.

While the Patriarch was living in Bao Lin Monastery, the Grand Master Shen Xiu was preaching in Yu Quan Monastery of Jing Nan. At that time the two Schools, that of Hui Neng of the South and Shen Xiu of the North, flourished side by side. As the two Schools were distinguished from each other by the names "Sudden" (the South) and "Gradual" (the North), the question which sect they should follow baffled certain Buddhist scholars (of that time). (Seeing this), the Patriarch addressed the assembly as follows:

So far as the Dharma is concerned, there can be only one School. (If a distinction exists) it exists in the fact that the founder of one school is a northern man, while the other is a southerner. While there is only one dharma, some disciples realize it more quickly than others. The reason why the names 'Sudden' and 'Gradual' are given is that some disciples are superior to others in mental dispositions. So far as the Dharma is concerned, the distinction of 'Sudden' and 'Gradual' does not exist.

Rivalry between schools

While the socalled "Southern School" was said to place emphasis on sudden enlightenment, it also marked a shift in doctrinal basis from the Laṅkāvatāra Sūtra to the prajnaparamita tradition, especially the Diamond Sutra. The Laṅkāvatāra Sūtra, which endorses the Buddha-nature, emphasized purity of mind, which can be attained in gradations. The Diamond Sutra emphasizes śūnyatā, which "must be realized totally or not at all".

Once this dichotomy was in place, it defined its own logic and rhetorics, which are also recognizable in the distinction between Caodong (Sōtō) and Linji (Rinzai) schools. But it also leads to a "sometimes bitter and always prolix sectarian controversy between later Ch'an and Hua-yen exegetes". In the Huayan classification of teachings, the sudden approach was regarded inferior to the Perfect Teaching of Huayan. Guifeng Zongmi, fifth patriarch of Huayan and Chan master, devised his own classification to counter this subordination. To establish the superiority of Chan, Jinul, the most important figure in the formation of Korean Seon, explained the sudden approach as not pointing to mere emptiness, but to suchness or the dharmadhatu.

Later re-interpretations

Guifeng Zongmi, fifth-generation successor to Shenhui, also softened the edge between sudden and gradual. In his analysis, sudden awakening points to seeing into one's true nature, but is to be followed by a gradual cultivation to attain buddhahood.

This gradual cultivation is also recognized by Dongshan Liangjie, who described the Five Ranks of enlightenment. Other example of depiction of stages on the path are the Ten Bulls, which detail the steps on the Path, The Three Mysterious Gates of Linji, and the Four Ways of Knowing of Hakuin Ekaku. This gradual cultivation is described by Chan Master Sheng Yen as follows:

Ch'an expressions refer to enlightenment as "seeing your self-nature". But even this is not enough. After seeing your self-nature, you need to deepen your experience even further and bring it into maturation. You should have enlightenment experience again and again and support them with continuous practice. Even though Ch'an says that at the time of enlightenment, your outlook is the same as of the Buddha, you are not yet a full Buddha.

Hua-yen

In the Fivefold Classification of the Huayan school and the Five Periods and Eight Teachings of the Tiantai-school the sudden teaching was given a high place, but still inferior to the Complete or Perfect teachings of these schools.

Korean Seon

Chinul, a 12th-century Korean Seon master, followed Zongmi, and also emphasized that insight into our true nature is sudden, but is to be followed by practice to ripen the insight and attain full Buddhahood.

In contemporary Korean Seon, Seongcheol has defended the stance of "sudden insight, sudden cultivation". Citing Taego Bou (太古普愚: 1301-1382) as the true successor of the Linji Yixuan (臨済義玄) line of patriarchs rather than Jinul (知訥: 1158-1210), he advocated Hui Neng's original stance of 'sudden enlightenment, sudden cultivation' (Hangul: 돈오돈수, Hanja: 頓悟頓修) as opposed to Jinul's stance of 'sudden enlightenment, gradual cultivation' (Hangul: 돈오점수, Hanja: 頓悟漸修). Whereas Jinul had initially asserted that with enlightenment comes the need to further one's practice by gradually destroying the karmic vestiges attained through millions of rebirths, Huineng and Seongcheol maintained that with perfect enlightenment, all karmic remnants disappear and one becomes a Buddha immediately.

Popularisation in the west

When Zen was introduced in the west, the Rinzai stories of unconventional masters and sudden enlightenment caught the popular imagination. D. T. Suzuki was a seminal influence in this regard. It was Suzuki's contention that a Zen satori (awakening) was the goal of the tradition's training. As Suzuki portrayed it, Zen Buddhism was a highly practical religion whose emphasis on direct experience made it particularly comparable to forms of mystical experience that scholars such as William James had emphasized as the fountainhead of all religious sentiment.

Indian spirituality

The emphasis on direct experience is also recognized in forms of Indian spirituality, which gained popularity in the west in 1960s and 1970s, and further influenced the discourse on awakening in the west.

Ramana Maharshi - Akrama mukti

Ramana Maharshi made a distinction between akrama mukti, "sudden liberation", as opposed to the krama mukti, "gradual liberation" as in the Vedanta path of jnana yoga:

‘Some people,’ he said, ‘start off by studying literature in their youth. Then they indulge in the pleasures of the world until they are fed up with them. Next, when they are at an advanced age, they turn to books on Vedanta. They go to a guru and get initiated by him and then start the process of sravana, manana and nididhyasana, which finally culminates in samadhi. This is the normal and standard way of approaching liberation. It is called krama mukti [gradual liberation]. But I was overtaken by akrama mukti [sudden liberation] before I passed through any of the above-mentioned stages.’

Inchegeri Sampradaya - "the Ant's way"

The teachings of Bhausaheb Maharaj, the founder of the Inchegeri Sampradaya, have been called "the Ant's way", the way of meditation, while the teachings of Siddharameshwar Maharaj and his disciples Nisargadatta Maharaj and Ranjit Maharaj have been called "the Bird's Way", the direct path to Self-discovery:

The way of meditation is a long arduous path while the Bird's Way is a clear direct path of Self investigation, Self exploration, and using thought or concepts as an aid to understanding and Self-Realization. Sometimes this approach is also called the Reverse Path. What Reverse Path indicates is the turning around of one's attention away from objectivity to the more subjective sense of one's Beingness. With the Bird's Way, first one's mind must be made subtle. This is generally done with some initial meditation on a mantra or phrase which helps the aspirant to step beyond the mental/conceptual body, using a concept to go beyond conceptualization.

The terms appear in the Varaha Upanishad, Chapter IV:

34. (The Rishi) Suka is a Mukta (emancipated person). (The Rishi) Vamadeva is a Mukta. There are no others (who have attained emancipation) than through these (viz., the two paths of these two Rishis). Those brave men who follow the path of Suka in this world become Sadyo-Muktas (viz., emancipated) immediately after (the body wear away);

35. While those who always follow the path of Vamadeva (i.e., Vedanta) in this world are subject again and again to rebirths and attain Krama (gradual) emancipation, through Yoga, Sankhya and Karmas associated with Sattva (Guna).

36. Thus there are two paths laid down by the Lord of Devas (viz.,) the Suka and Vamadeva paths. The Suka path is called the bird’s path; while the Vamadeva path is called the ant’s path.

Gerrymandering in the United States

"The Gerry-mander" first appeared in this cartoon-map in the Boston Gazette, March 26, 1812. 
Gerrymandering in the United States has been used to increase the power of a political party. Gerrymandering is the practice of setting boundaries of electoral districts to favor specific political interests within legislative bodies, often resulting in districts with convoluted, winding boundaries rather than compact areas. The term "gerrymandering" was coined by a review of Massachusetts's redistricting maps of 1812 set by Governor Elbridge Gerry that was named because one of the districts looked like a salamander.

In the United States, redistricting takes place in each state about every ten years, after the decennial census. It defines geographical boundaries, with each district within a state being geographically contiguous and having about the same number of state voters. The resulting map affects the elections of the state's members of the US House of Representatives and the state legislative bodies. Redistricting has always been regarded as a political exercise and in most states, it is controlled by state legislators and governor. When one party controls the state's legislative bodies and governor's office, it is in a strong position to gerrymander district boundaries to advantage its side and to disadvantage its political opponents. Since 2010, detailed maps and high-speed computing have facilitated gerrymandering by political parties in the redistricting process, in order to gain control of state legislation and congressional representation, and to potentially maintain that control over several decades even against shifting political changes in a state's population. Gerrymandering has been sought as unconstitutional in many instances, but it has made many elections more representative. Even as redistricting can advantage the party in control of the process, political science research suggests that its effects are not as large as critics may say. It does not necessarily "advantage incumbents, reduce competitiveness, or exacerbate political polarization."

Typical gerrymandering cases in the United States take the form of partisan gerrymandering, which is aimed at favor in one political party or weaken another; bipartisan gerrymandering, which is aimed at protecting incumbents by multiple political parties; and racial gerrymandering, which is aimed at weakening the power of minority voters.

Gerrymandering can also recreate districts with the aim of maximizing the number of racial minorities to assist particular nominees, who are minorities themselves. In some other cases that have the same goal of diluting the minority vote, the districts are reconstructed in a way that packs minority voters into a smaller or limited number of districts.

In the 20th century and afterwards, federal courts have deemed extreme cases of gerrymandering to be unconstitutional but have struggled with how to define the types of gerrymandering and the standards that should be used to determine which redistricting maps are unconstitutional. The US Supreme Court has affirmed in Miller v. Johnson (1995) that racial gerrymandering is a violation of constitutional rights and upheld decisions against redistricting that is purposely devised based on race. However, the Supreme Court has struggled as to when partisan gerrymandering occurs (Vieth v. Jubelirer (2004) and Gill v. Whitford (2018)) and a landmark decision, Rucho v. Common Cause (2019), ultimately decided that questions of partisan gerrymandering represent a nonjusticiable political question, which cannot be dealt with by the federal court system. That decision leaves it to states and to Congress to develop remedies to challenge and to prevent partisan gerrymandering. Some states have created independent redistricting commissions to reduce political drivers for redistricting.

Different ways to draw district boundaries in a hypothetical state.

Partisan gerrymandering

Origins (1789–2000)

Printed in March 1812, this political cartoon was drawn in reaction to the newly drawn Congressional electoral district of South Essex County drawn by the Massachusetts legislature to favor the Democratic-Republican Party candidates of Governor Elbridge Gerry over the Federalists. The caricature satirizes the bizarre shape of a district in Essex County, Massachusetts as a dragon-like "monster." Federalist newspapers editors and others at the time likened the district shape to a salamander, and the word gerrymander was a blend of that word and Governor Gerry's last name.

Partisan gerrymandering, which refers to redistricting that favors one political party, has a long tradition in the United States.

Starting from the William Cabell Rives in mid-19th century it is often stated that it precedes the 1789 election of the First U.S. Congress: namely, that while Patrick Henry and his Anti-Federalist allies were in control of the Virginia House of Delegates in 1788, they drew the boundaries of Virginia's 5th congressional district in an unsuccessful attempt to keep James Madison out of the U.S. House of Representatives. However, in early 20th century it was revealed that this theory was based on incorrect claims by Madison and his allies, and recent historical research disproved it altogether.

The word gerrymander (originally written "Gerry-mander") was used for the first time in the Boston Gazette (not to be confused with the Boston Gazette) on March 26, 1812 in reaction to a redrawing of Massachusetts state senate election districts under the then-governor Elbridge Gerry (1744–1814), who signed a bill that redistricted Massachusetts to benefit his Democratic-Republican Party. When mapped, one of the contorted districts to the north of Boston was said to resemble the shape of a salamander.

The coiner of the term "gerrymander" may never be firmly established. Historians widely believe that the Federalist newspaper editors Nathan Hale, and Benjamin and John Russell were the instigators, but the historical record does not have definitive evidence as to who created or uttered the word for the first time. Appearing with the term, and helping to spread and sustain its popularity, was a political cartoon depicting a strange animal with claws, wings and a dragon-like head satirizing the map of the odd-shaped district. This cartoon was most likely drawn by Elkanah Tisdale, an early 19th-century painter, designer, and engraver who was living in Boston at the time. The word gerrymander was reprinted numerous times in Federalist newspapers in Massachusetts, New England, and nationwide during the remainder of 1812.

Gerrymandering soon began to be used to describe not only the original Massachusetts example, but also other cases of district-shape manipulation for partisan gain in other states. The first known use outside the immediate Boston area came in the Newburyport Herald of Massachusetts on March 31, and the first known use outside Massachusetts came in the Concord Gazette of New Hampshire on April 14, 1812. The first known use outside New England came in the New York Gazette & General Advertiser on May 19. What may be the first use of the term to describe the redistricting in another state (Maryland) occurred in the Federal Republican (Georgetown, Washington, DC) on October 12, 1812. There are at least 80 known citations of the word from March through December 1812 in American newspapers.

The practice of gerrymandering the borders of new states continued past the Civil War and into the late 19th century. The Republican Party used its control of Congress to secure the admission of more states in territories friendly to their party. A notable example is the admission of Dakota Territory as two states instead of one. By the rules for representation in the Electoral College, each new state carried at least three electoral votes, regardless of its population.

From time to time, other names are given the "-mander" suffix to tie a particular effort to a particular politician or group. These include "Jerrymander" (a reference to California Governor Jerry Brown), and "Perrymander" (a reference to Texas Governor Rick Perry).

In the 1960s, a series of "one person, one vote" cases were decided by the Supreme Court, which resulted in a mandate of redistricting in response to the results of each census. Prior to these decisions, many states had stopped redrawing their districts. As a result of the periodic need to redistrict, political conflicts over redistricting have sharply increased.

2000-2010

The potential to gerrymander a district map has been aided by advances in computing power and capabilities. Using geographic information system and census data as input, mapmakers can use computers to process through numerous potential map configurations to achieve desired results, including partisan gerrymandering. Computers can assess voter preferences and use that to "pack" or "crack" votes into districts. Packing votes refers to concentrating voters in one voting district by redrawing congressional boundaries so that those in opposition of the party in charge of redistricting are placed into one larger district, therefore reducing the party's congressional representation. Cracking refers to diluting the voting power of opposition voters across many districts by redrawing congressional boundaries so that voting minority populations in each district are reduced, therefore lowering the chance of a district-oriented congressional takeover. Both techniques lead to what the Times describes as "wasted votes," which are votes that do not supply a party with any victory. These can either be a surplus of votes in one district for one party that are above the threshold needed to win, or any vote that has resulted in a loss. A study done by the University of Delaware mentions situations in which an incumbent that is required to live in the district they represent can be "hijacked" or "kidnapped" into a neighboring district due to the redrawing of congressional boundaries, subsequently placing them in districts that are more difficult for them to win in. Partisan gerrymandering oftentimes leads to benefits for a particular political party, or, in some cases, a race.

In Pennsylvania, the Republican-dominated state legislature used gerrymandering to help defeat Democratic representative Frank Mascara. Mascara was elected to Congress in 1994. In 2002, the Republican Party altered the boundaries of his original district so much that he was pitted against fellow Democratic candidate John Murtha in the election. The shape of Mascara's newly drawn district formed a finger that stopped at his street, encompassing his house, but not the spot where he parked his car. Murtha won the election in the newly formed district.

State legislatures have used gerrymandering along racial or ethnic lines both to decrease and increase minority representation in state governments and congressional delegations. In the state of Ohio, a conversation between Republican officials was recorded that demonstrated that redistricting was being done to aid their political candidates. Furthermore, the discussions assessed race of voters as a factor in redistricting, because African-Americans had backed Democratic candidates. Republicans apparently removed approximately 13,000 African-American voters from the district of Jim Raussen, a Republican candidate for the House of Representatives, in an attempt to tip the scales in what was once a competitive district for Democratic candidates.

International election observers from the Organization for Security and Co-operation in Europe Office for Democratic Institutions and Human Rights, who were invited to observe and report on the 2004 national elections, expressed criticism of the U.S. congressional redistricting process and made a recommendation that the procedures be reviewed to ensure genuine competitiveness of congressional election contests.

2010-2020

In the lead-up to the 2010 United States elections, the Republican party initiated a program called REDMAP, the Redistricting Majority Project, which recognized that the party in control of state legislatures would have the ability to set their congressional and legislative district maps based on the pending 2010 United States Census in manner to assure that party's control over the next ten years. The Republicans took significant gains from the 2010 elections across several states, and by 2011 and 2012, some of the new district maps showed Republican advantage through perceived partisan gerrymandering. This set the stage for several legal challenges from voters and groups in the court system, including several heard at the Supreme Court level.

In 2015, Thomas Hofeller was hired by the Washington Free Beacon to analyze what would happen if political maps were drawn based on the population of U.S. citizens of voting age rather than on the total population. He concluded that doing so “would be advantageous to Republicans and non-Hispanic whites." Although the study was not published, it was discovered after his death in 2018. Attorney General William P. Barr and Commerce Secretary Wilbur L. Ross Jr. have refused to cooperate with an investigation into why the Trump administration added a U.S. citizenship question to the 2020 census and specifically whether it seeks to benefit Republicans as suggested by Hofeller's study.

Several state court rulings found partisan gerrymandering to be impermissible under state constitutions, and several state ballot measures passed in 2018 that require non-partisan commissions for the 2020 redistricting cycle.

Legality

U.S. congressional districts covering Travis County, Texas (outlined in red) in 2002, left, and 2004, right. In 2003, the majority of Republicans in the Texas legislature redistricted the state, diluting the voting power of the heavily Democratic county by parceling its residents out to more Republican districts. In 2004 the orange district 25 was intended to elect a Democrat while the yellow and pink district 21 and district 10 were intended to elect Republicans. District 25 was redrawn as the result of a 2006 Supreme Court decision. In the 2011 redistricting, Republicans divided Travis County between five districts, only one of which, extending to San Antonio, elects a Democrat.
 
2018 election results for the US House of Representatives, showing Democratic Party vote share and seat share. While the overall vote share and seat share were the same at 54%, there were several states with significant differences in share. Note that several states with few or one representative appear at the 0 or 100% seat share. States with more representatives and sizable share differences are more analytically relevant for evaluating the risk of gerrymandering.

Federal courts

Whether a redistricting results in a partisan gerrymandering has been a frequent question put to the United States court system, but which the courts have generally avoided a strong ruling for fear of showing political bias towards either of the major parties. The Supreme Court had ruled in Davis v. Bandemer (1986) that partisan gerrymandering violates the Equal Protection Clause and is a justiciable matter. However, in its decision, the Court could not agree on the appropriate constitutional standard against which legal claims of partisan gerrymandering should be evaluated. Writing for a plurality of the Court, Justice White said that partisan gerrymandering occurred when a redistricting plan was enacted with both the intent and the effect of discriminating against an identifiable political group. Justices Powell and Stevens said that partisan gerrymandering should be identified based on multiple factors, such as electoral district shape and adherence to local government boundaries. Justices O'Connor, Burger, and Rehnquist disagreed with the view that partisan gerrymandering claims were justiciable and would have held that such claims should not be recognized by courts. Lower courts found it difficult to apply Bandemer, and only in one subsequent case, Party of North Carolina v. Martin (1992), did a lower court strike down a redistricting plan on partisan gerrymandering grounds.

The Supreme Court revisited the concept of partisan gerrymandering claims in Vieth v. Jubelirer (2004). While the Court upheld that partisan gerrymandering could be justiciable, the justices were divided in this specific case as no clear standard against which to evaluate partisan gerrymandering claims emerged. Writing for a plurality, Justice Scalia said that partisan gerrymandering claims were nonjusticiable. A majority of the court would continue to allow partisan gerrymandering claims to be considered justiciable, but those justices had divergent views on how such claims should be evaluated. Justice Anthony Kennedy, in a concurrence with the plurality, offered that a manageable means to determine when partisan gerrymandering occurred could be developed, and challenged lower courts to find such means. The Court again upheld that partisan gerrymandering could be justiciable in League of United Latin American Citizens v. Perry (2006). While the specific case reached no conclusion of whether there was partisan gerrymandering, Justice John Paul Stevens's concurrence with the plurality added the notion of partisan symmetry, in that the electoral system should translate votes to representative seats with the same efficiency regardless of party.

Opinions from Vieth and League, as well as the strong Republican advantage created by its REDMAP program, had led to a number of political scholars working alongside courts to develop such a method to determine if a district map was a justiciable partisan gerrymandering, as to prepare for the 2020 elections. Many early attempts failed to gain traction the court system, focusing more on trying to show how restricting maps were intended to favor one party or disfavor the other, or that the redistricting eschewed traditional redistricting approaches. Around 2014, Nicholas Stephanopoulos and Eric McGhee developed the "efficiency gap", a means to measure the number of wasted votes (votes either far in excess of what we necessary to secure a win for a party, or votes for a party that had little chase to win) within each district. The larger the gap of wasted votes between the two parties implied the more likely that the district maps supported a partisan gerrymandering, and with a sufficiently large gap it would be possible to sustain that gap indefinitely. While not perfect, having several potential flaws when geography of urban centers were considered, the efficiency gap was considered to be the first tool that met both Kennedy's and Stevens' suggestions.

The first major legal test of the efficiency gap came into play for Gill v. Whitford (2016). The District Court in the case used the efficiency gap statistic to evaluate the claim of partisan gerrymander in Wisconsin's legislative districts. In the 2012 election for the state legislature, the efficiency gap was 11.69% to 13% in favor of the Republicans. "Republicans in Wisconsin won 60 of the 99 Assembly seats, despite Democrats having a majority of the statewide vote."

Moving the Harris's from a Democratic, Milwaukee district into a larger Republican area was part of a strategy known as 'packing and cracking.' Heavily Democratic Milwaukee voters were 'packed' together in fewer districts, while other sections of Milwaukee were 'cracked' and added to several Republican districts ... diluting that Democratic vote. The result? Three fewer Democrats in the state assembly representing the Milwaukee area.

— PBS NewsHour October 1, 2017

The disparity led to the federal lawsuit Gill v. Whitford, in which plaintiffs alleged that voting districts were gerrymandered unconstitutionally. The court found that the disparate treatment of Democratic and Republican voters violated the 1st and 14th amendments to the US Constitution. The District Court's ruling was challenged and appealed to the Supreme Court of the United States, which in June 2017 agreed to hear oral arguments in the case in the 2017–2018 term of court.The case was then dismissed due to lack of standing for the plaintiffs with no decision on the merits being made.The case was then remanded for further proceedings to demonstrate standing. While previous redistricting cases before the Supreme Court have involved the Equal Protection test, this case also centers on the applicability of the First Amendment freedom of association clause.

Benisek v. Lamone was a separate partisan gerrymandering case heard by the Supreme Court in the 2017 term, this over perceived Democratic-favored redistricting of Maryland's 6th congressional district, with plaintiffs trying to get a stay on the use of the new district maps prior to the October 2018 general election. The Court did not give opinions on whether the redistricting was unconstitutional, but did establish that on the basis of Gill that the case should be reconsidered at the District Court. The District Court did subsequently rule the redistricting was unconstitutional, and that decision was appealed again to the Supreme Court, who have agreed to hear the case in the 2018 term as Lamone v. Benisek.

Yet another partisan redistricting case was heard by the Supreme Court during the 2018 term. Rucho v. Common Cause deals with Republican-favored gerrymandering in North Carolina. The District Court had ruled the redistricting was unconstitutional prior to Gill; an initial challenge brought to the Supreme Court resulted in an order for the District Court to re-evaluate their decision in light of Gill. The District Court, on rehearing, affirmed their previous decision. The state Republicans again sought for review by the Supreme Court, which is scheduled to issue its opinion by June 2018.

Similarly, Michigan's post-2010 redistricting has been challenged, and in April 2019, a federal court determined the Republican-led redistricting to be an unconstitutional partisan gerrymander, and orders the state to redraw districts in time for the 2020 election. Within a week, a similar decision was arrived by a federal district court reviewing Ohio's district maps since 2012 and were declared unconstitutional as they were drawn by the Republican-majority lawmakers with "invidious partisan intent", and ordered the maps redrawn. The Republican-favored maps led Ohio's residents to vote for a statewide initiative that requires the new redistricting maps after the 2020 Census to have at least 50% approval from the minority party. The Republican party sought an immediate challenge to the redistricting order, and by late May 2019, the Supreme Court ordered both the court-ordered redrawing to be put on hold until Republicans can prepare a complete petition, without commenting on the merits of the case otherwise. Additionally, observers to the Supreme Court recognized that the Court would be issuing its orders to the North Carolina and Maryland cases, which would likely affect how the Michigan and Ohio court orders would be interpreted.

Rucho v. Common Cause and Lamone v. Benisek were decided on June 27, 2019, which, in the 5–4 decision, determined that judging partisan gerrymandering cases is outside of the remit of the federal court system due to the political questions involved. The majority opinion stated that extreme partisan gerrymandering is still unconstitutional, but it is up to Congress and state legislative bodies to find ways to restrict that, such as through the use of independent redistricting commissions.

State courts

The Pennsylvania Supreme Court ruled in League of Women Voters of Pennsylvania v. Commonwealth of Pennsylvania that gerrymandering was unconstitutional, ruling that the districts drawn to favor Republicans violated "free and equal" Elections Clause of the Pennsylvanian constitution and redrew the districts after the state government failed to comply with the deadline in its order to redraw. The U.S. Supreme Court denied to hear the challenge and allowed the Pennsylvania Supreme Court maps to remain in place.

In October 2019, a three-judge panel in North Carolina threw out a gerrymandered electoral map, citing violation of the constitution to disadvantage the Democratic Party.

Bipartisan gerrymandering (favoring incumbents)

Bipartisan gerrymandering, where redistricting favors the incumbents in both the Democratic and Republican parties, became especially relevant in the 2000 redistricting process, which created some of the most non-competitive redistricting plans in American history. The Supreme Court held in Gaffney v. Cummings (1973) that bipartisan gerrymanders are constitutionally permissible under the Equal Protection Clause.

Racial gerrymandering

Racial makeup can be used as a means to create gerrymanders. There is overlap between racial and partisan gerrymandering, as minorities tend to favor Democratic candidates; the North Carolina redistricting in Rucho v. Common Cause was such a case dealing with both partisan and racial gerrymanders. However, racial gerrymanders can also be created without considerations of party lines.

Negative

"Negative racial gerrymandering" refers to a process in which district lines are drawn to prevent racial minorities from electing their preferred candidates. Between the Reconstruction Era and mid-20th century, white Southern Democrats effectively controlled redistricting throughout the Southern United States. In areas where some African-American and other minorities succeeded in registering, some states created districts that were gerrymandered to reduce the voting impact of minorities. Minorities were effectively deprived of their franchise into the 1960s. With the passage of the Voting Rights Act of 1965 and its subsequent amendments, redistricting to carve maps to intentionally diminish the power of voters who were in a racial or linguistic minority, was prohibited. The Voting Rights Act was amended by Congress in the 1980s, Congress to "make states redraw maps if they have a discriminatory effect." In July, 2017, San Juan County, Utah was ordered to redraw its county commission and school board election districts again after "U.S. District Judge Robert Shelby ruled that they were unconstitutional." It was argued that the voice of Native Americans, who were in the majority, had been suppressed "when they are packed into gerrymandered districts."

Affirmative

Shaw v. Reno was a United States Supreme Court case involving a claim that North Carolina's 12th congressional district (pictured) was affirmatively racially gerrymandered.

While the Equal Protection Clause, along with Section 2 and Section 5 of the Voting Rights Act, prohibit jurisdictions from gerrymandering electoral districts to dilute the votes of racial groups, the Supreme Court has held that in some instances, the Equal Protection Clause prevents jurisdictions from drawing district lines to favor racial groups. The Supreme Court first recognized these "affirmative racial gerrymandering" claims in Shaw v. Reno (Shaw I) (1993), holding that plaintiffs "may state a claim by alleging that [redistricting] legislation, though race neutral on its face, rationally cannot be understood as anything other than an effort to separate voters into different districts on the basis of race, and that the separation lacks sufficient justification". The Supreme Court reasoned that these claims were cognizable because relying on race in redistricting "reinforces racial stereotypes and threatens to undermine our system of representative democracy by signaling to elected officials that they represent a particular racial group rather than their constituency as a whole". Later opinions characterized the type of unconstitutional harm created by racial gerrymandering as an "expressive harm", which law professors Richard Pildes and Richard Neimi have described as a harm "that results from the idea or attitudes expressed through a governmental action."

Subsequent cases further defined the counters of racial gerrymandering claims and how those claims relate to the Voting Rights Act. In United States v. Hays (1996), the Supreme Court held that only those persons who reside in a challenged district may bring a racial gerrymandering claim. In Miller v. Johnson (1995), the Supreme Court held that a redistricting plan must be subjected to strict scrutiny if the jurisdiction used race as the "predominant factor" in determining how to draw district lines. The court defined "predominance" as meaning that the jurisdiction gave more priority to racial considerations than to traditional redistricting principles such as "compactness, contiguity, [and] respect for political subdivisions or communities defined by actual shared interests." In determining whether racial considerations predominated over traditional redistricting principles, courts may consider both direct and circumstantial evidence of the jurisdiction's intent in drawing the district lines, and irregularly-shaped districts constitute strong circumstantial evidence that the jurisdiction relied predominately on race. If a court concludes that racial considerations predominated, then a redistricting plan is considered a "racially gerrymandered" plan and must be subjected to strict scrutiny, meaning that the redistricting plan will be upheld as constitutional only if it is narrowly tailored to advance a compelling state interest. In Bush v. Vera (1996), the Supreme Court in a plurality opinion assumed that compliance with Section 2 or Section 5 of the Act constituted compelling interests, and lower courts have treated these two interests as the only compelling interests that may justify the creation of racially gerrymandered districts.

In Hunt v. Cromartie (1999) and its follow-up case Easley v. Cromartie (2001), the Supreme Court approved a racially focused gerrymandering of a congressional district on the grounds that the definition was not pure racial gerrymandering but instead partisan gerrymandering, which is constitutionally permissible. With the increasing racial polarization of parties in the South in the U.S. as conservative whites move from the Democratic to the Republican Party, gerrymandering may become partisan and also achieve goals for ethnic representation.

Various examples of affirmative racial gerrymandering have emerged. When the state legislature considered representation for Arizona's Native American reservations, they thought each needed their own House member, because of historic conflicts between the Hopi and Navajo nations. Since the Hopi reservation is completely surrounded by the Navajo reservation, the legislature created an unusual district configuration for the 2nd congressional district that featured a fine filament along a river course several hundred miles in length to attach the Hopi reservation to the rest of the district; the arrangement lasted until 2013. The California state legislature created a congressional district (2003–2013) that extended over a narrow coastal strip for several miles. It ensured that a common community of interest will be represented, rather than having portions of the coastal areas be split up into districts extending into the interior, with domination by inland concerns.

In the case of League of United Latin American Citizens v. Perry, the United States Supreme Court upheld on June 28, 2006, most of a Texas congressional map suggested in 2003 by former United States House Majority Leader Tom DeLay, and enacted by the state of Texas. The 7–2 decision allows state legislatures to redraw and gerrymander districts as often as they like (not just after the decennial census). In his dissenting opinion in LULAC v. Perry, Justice John Paul Stevens, joined by Justice Stephen Breyer, quoted Bill Ratliffe, former Texas lieutenant governor and member of the Texas state senate saying, "political gain for the Republicans was 110% the motivation for the plan," and argued that a plan whose "sole intent" was partisan could violate the Equal Protection Clause. This was notable as previously Justice Stevens had joined Justice Breyer's opinion in Easley v. Cromartie, which held that explicitly partisan motivation for gerrymanders was permissible and a defense against claims of racial gerrymandering. Thus they may work to protect their political parties' standing and number of seats, so long as they do not harm racial and ethnic minority groups. A 5–4 majority declared one congressional district unconstitutional in the case because of harm to an ethnic minority.

Inclusion of prisons

Since the 1790 United States Census, the United States Census Bureau has counted prisoner populations as residents of the districts in which they are incarcerated, rather than in the same district as their previous pre-incarceration residence. In jurisdictions where incarcerated people cannot vote, moving boundaries around a prison can create a district out of what would otherwise be a population of voters which is too small. One extreme example is Waupun, Wisconsin, where two city council districts are made up of 61% and 76% incarcerated people, but as of 2019, neither elected representative has visited the local prisons.

In 2018, the Census Bureau announced that it would retain the policy, asserting that the policy "is consistent with the concept of usual residence, as established by the Census Act of 1790," but also conceding assistance to states who wish "'to 'move' their prisoner population back to the prisoners' pre-incarceration addresses for redistricting and other purposes". A number of states have since ordered their state governments to recognize incarcerated persons as residents of their pre-incarceration homes for the sake of legislative and congressional redistricting at all levels, including Maryland (2010), New York (2010) in time for the 2010 Census, and California (2011), Delaware (2010), Nevada (2019) and Washington State (2019), New Jersey (2020), and Colorado (2020) in time for the 2020 Census. Colorado (2002), Michigan (1966), Tennessee (2016) and Virginia (2013) have passed laws restricting counties and municipalities from (or allowing counties and municipalities to avoid) prison-based redistricting, and Massachusetts passed a 2014 resolution requesting the Census Bureau to end the practice of counting prisoners in their incarceration districts.

Remedies

Various political and legal remedies have been used or proposed to diminish or prevent gerrymandering in the country.

Neutral redistricting criteria

Various constitutional and statutory provisions may compel a court to strike down a gerrymandered redistricting plan. At the federal level, the Supreme Court has held that if a jurisdiction's redistricting plan violates the Equal Protection Clause or Voting Rights Act of 1965, a federal court must order the jurisdiction to propose a new redistricting plan that remedies the gerrymandering. If the jurisdiction fails to propose a new redistricting plan, or its proposed redistricting plan continues to violate the law, then the court itself must draw a redistricting plan that cures the violation and use its equitable powers to impose the plan on the jurisdiction.

In the Supreme Court case of Karcher v. Daggett (1983), a New Jersey redistricting plan was overturned when it was found to be unconstitutional by violating the constitutional principle of one person, one vote. Despite the state claiming its unequal redistricting was done to preserve minority voting power, the court found no evidence to support this and deemed the redistricting unconstitutional.

At the state level, state courts may order or impose redistricting plans on jurisdictions where redistricting legislation prohibits gerrymandering. For example, in 2010 Florida adopted two state constitutional amendments that prohibit the Florida Legislature from drawing redistricting plans that favor or disfavor any political party or incumbent. Ohio residents passed an initiative in 2018 that requires the redistricting maps to have at least 50% approval by the minority party in the legislature.

Moon Duchin, a Tufts University professor, has proposed the use of metric geometry to measure gerrymandering for forensic purposes.

Redistricting commissions

Congressional redistricting methods by state after the 2010 census:
  State legislatures control redistricting
  Commissions control redistricting
  Nonpartisan staff develop the maps, which are then voted on by the state legislature
  No redistricting due to having only one congressional district

Some states have established non-partisan redistricting commissions with redistricting authority. Washington, Arizona, and California have created standing committees for redistricting following the 2010 census. However, it has been argued that the Californian standing committee has failed to end gerrymandering. Rhode Island and the New Jersey Redistricting Commission have developed ad hoc committees, but developed the past two decennial reapportionments tied to new census data.

The Arizona State Legislature challenged the constitutionality of a non-partisan commission, rather than the legislature, for redistricting. In Arizona State Legislature v. Arizona Independent Redistricting Commission (2015), the US Supreme Court upheld the constitutionality of non-partisan commissions.

Alternative voting systems

The predominant voting system in the United States is a first-past-the-post system that uses single-member districts. Various alternative district-based voting systems that do not rely on redistricting, or rely on redistricting minimally, have been proposed that may mitigate against the ability to gerrymander. These systems typically involve a form of at-large elections or multimember districts. Examples of such systems include the single-transferable vote, cumulative voting, and limited voting.

Proportional voting systems, such as those used in all but three European states, would bypass the problem altogether. In these systems, the party that gets, for example, 30 percent of the votes gets roughly 30 percent of the seats in the legislature. Although it is common for European states to have more than two parties, a sufficiently high election threshold can limit the number of parties elected. Some proportional voting systems have no districts or larger multimember districts and may break the strong constituency link, a cornerstone of current American politics, by eliminating the dependency of individual representatives on a concrete electorate. However, systems like mixed-member proportional representation keep local single-member constituencies but balance their results with nationally elected or regionally-elected representatives to reach party proportionality.

Effects

Democracy

A 2020 study found that gerrymandering "impedes numerous party functions at both the congressional and state house levels. Candidates are less likely to contest districts when their party is disadvantaged by a districting plan. Candidates that do choose to run are more likely to have weak resumes. Donors are less willing to contribute money. And ordinary voters are less apt to support the targeted party. These results suggest that gerrymandering has long‐term effects on the health of the democratic process beyond simply costing or gaining parties seats in the legislature."

Gerrymandering and the environment

Gerrymandering has the ability to create numerous problems for the constituents impacted by the redistricting. A study done by the peer-reviewed Environmental Justice Journal analyzed how gerrymandering contributes to environmental racism. It suggested that partisan gerrymandering can often lead to adverse health complications for minority populations that live closer to United States superfund sites and additionally found that during redistricting periods, minority populations are "effectively gerrymandered out" of districts that tend to have fewer people of color in them and are farther away from toxic waste sites. This redistricting can be seen as a deliberate move to further marginalize minority populations and restrict them from gaining access to congressional representation and potentially fixing environmental hazards in their communities.

Gerrymandering and the 2018 midterm elections

Gerrymandering was considered by many Democrats to be one of the biggest obstacles they came across during the 2018 U.S. midterm election. In early 2018, both the United States Supreme Court and the Pennsylvania Supreme Court determined that the Republican parties in North Carolina and Pennsylvania had committed unconstitutional partisan gerrymandering in the respective cases Cooper v. Harris and League of Women Voters of Pennsylvania v. Commonwealth of Pennsylvania. In the case of Pennsylvania, the map was reconfigured into an evenly split congressional delegation, which gave Democrats in Pennsylvania more congressional representation and subsequently aided the Democrats in flipping the U.S. House of Representatives. In contrast, North Carolina did not reconfigure the districts prior to the midterm elections, which ultimately gave Republicans there an edge during the election. Republicans in North Carolina acquired 50% of the vote, which subsequently garnered them about 77% of the available seats in congress.

State % Vote D % Vote R % Seats D % Seats R Total Seats Difference Between D Difference Between R
North Carolina 48.35% 50.39% 23.08% 76.92% 13 −25.27% 26.53%
Ohio 47.27% 52% 25% 75% 16 −22.27% 23%

Other factors affecting redistricting

At a federal level, gerrymandering has been blamed for a decrease in competitive elections, movement toward extreme party positions, and gridlock in Congress. Harry Enten of FiveThirtyEight argues that decreasing competition is partly due to gerrymandering, but even more so due to the population of the United States self-segregating by political ideology, which is seen in by-county voter registrations. Enten points to studies which find that factors other than gerrymandering account for over 75% of the increase in polarization in the past forty years, presumably due largely to changes among voters themselves. Because the Senate (which cannot be gerrymandered due to the fixed state borders) has been passing fewer bills but the House (which is subject to gerrymandering) has been passing more (comparing 1993–2002 to 2013–2016), Enten concludes gridlock is due to factors other than gerrymandering.

Algorithmic information theory

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