Zero: A history of the idea and the number, its development and evolution

For a proper understanding of the evolution and the need for the concept of zero we need to understand how our current number system has evolved from its ancestors. The very need for the concept of zero did not arise till the number systems themselves were well developed. The advancement in the number system necessitated the need for the concept of zero as we now know it. We can identify two distinct manifestations of zero; one is zero as a placeholder and the other is zero as a number, the former has  much earlier origin than the later.
Humans probably before having the concept of numbers or counting then, would have begun with enumeration. By enumeration it is meant that we simply keep a track of objects in a collection or a set by matching the objects with other objects used as counters. A shepherd can keep the track of sheeps in the flock, by keeping pebbles which are equal in number to the number of sheep s in the flock or equivalently [if possible] by counting body parts. Then just by matching each sheep with each pebble the record of number of sheep s can be maintained. When the number of sheep s is increased or decreased the same number of pebbles or other counters can be increased or decreased correspondingly. The other counters that one can have for this type of counting can include the human body itself. In fact many primitive societies do indeed have a counting system based on the body parts. This is the most basic system of counting that we can have. No language is needed for such one-to-one counting.
When the languages developed, particular words were created for various body parts, so these words were used instead of the body parts themselves. This is a transition from enumeration to numeration. Thus one has to remember only the word names in order for counting. But this does not imply the idea of cardinality of number being present in this numeration. For the notion of cardinality of a number to be used in the idea of numeration it required some time. When the questions were asked in the form How many…? in the ancient texts, the answers to these type of questions are given best in terms of the cardinal number. From this further growth would be, the concept of ordinality i.e. the order of things is not important when counting objects. It relates to the fact that the last number enounced in a set not only assigns a certain name to the last object in the set to be matched but also tells us how many objects are there in that set altogether.

The further development of this numeration is the formation of numeration systems. The need for the number systems typically arose from the following question:

What is to be done when the finite ordered sequence of counters is exhausted, yet more objects remain to be matched?

This particular question was answered in different ways only one of which led us to the current number system we have. One of the most simple solutions to this is to extend the ordered sequence of counters. So that we invent new symbols or names to accommodate the excess objects that are to be matched. But this approach makes no sense when we have large number of objects that are to be matched.
A simpler way which lends itself well to the written representation, was extension by repetition. The extension by repetition implies a number system which is based on the additive principle. Most of the primitive number systems are based on the additive principle. Here the figures are entirely free. Their juxtaposition entails adding together their values. In a number system based on the additive principle it makes no difference where you place the symbols corresponding to the numbers. Some of the numbers systems based on the additive principle are; Egyptian, Cretan, Hittite, Greek, Aztec, Roman, Sumerian etc. As an example of the additive principle we consider the Egyptian system. In this system if we want to represent the number 5247 it can be represented in following ways:
When we break down the representation based on the additive principle we get the following:
Thus we see that in the representation of a number in the number systems based on the additive principle. Since addition is both commutative and associative, irrespective of where we place the base numbers the final number that is represented by the various combinations of these numbers remains the same.
This system though seems simple puts a lot of cognitive load on the user. First of all there are different symbols for different numbers and in many of these number systems the symbols have some intuitive association [at least in the lower range] to the number that they represent. So to represent large numbers a large number of different symbols were to be used. In our example of representing the number 5247 in the Egyptian hieroglyphic notation  we have used a total of 18 symbols. Many times for representing large numbers new symbols had to be introduced. The arithmetic operations with these systems presented another difficulty. The number systems based on the additive principle are not well suited for arithmetic operations. For example consider the following sum in the Roman notation:
The above sum gives us no clue to what is supposed to be done. Though there are methods to perform this operations, but the procedures involved are very complicated. The above sum in the current notation would be:
In the number systems based on the additive principle the number signs are static in nature, which have no operational significance. The number signs in this case are more like abbreviations which can be used to write down the results of the calculations performed by some other means. To do arithmetical calculations, the ancients generally used auxiliary aids such as abacus or a table with counters.
The enumeration, numeration as we have seen do not have any requirement for the concept of zero as a numbe
r or a placeholder. The same is true with the number systems based on the principle of addition, in these systems there is no requirement of the concept of zero.
The next step in the evolution of the number systems was the hybrid system, called so because it involves use of both addition and multiplication. In the hybrid system when the symbols for lets say symbols for 1000 and 5 are presented together, they meant 5 x 1000 = 5000, whereas in the additive system they will mean 1000+5=1005. In the hybrid system there were basic symbols for the numbers, and symbols for various powers of the base, for example in a base 10, system the symbols for 100, 1000 etc. These number systems used the additive principle for representing numbers below 100.
In case of complete hybrid systems there were special symbols for the numbers 1 – 9, and all numbers including the tens were represented as a product of these base numbers and the powers of 10. This increased the range of numbers that can be represented. The notable hybrid systems are Assyro-Babylonian, Phoenician, Singhalese, Mari, Chinese, Ethiopian, Tamil, Malayalam, and the Mayan. We consider an example from the complete hybrid systems to represent the number 5247 from \cite{uni1}.
When we break down the representation based on the multiplicative principle we get the following:

The hybrid systems thus need a specification of the powers of the base which, determine the value of the number in a given position. This brings us a step closer to the positional number systems based on the multiplicative principle. The hybrid system are not all forgotten and are still in use today. When we verbally read a number it is more of a hybrid number system that we use that a positional number system. That is to say when we read the number 5247, we spell it out as five-thousand two-hundred and forty-seven. Here when we verbally read a number we also explicitly give its corresponding powers just like in case of the hybrid number system. Even in this case the need for zero is not there, the hybrid systems can work without the use of the concept of zero.
So to conclude the hybrid systems are  “Systems based [at least after a certain order] on a mixed principle [both additive and multiplicative] that invokes multiplication rule to represent consecutive order of units.”
We now move to the positional systems or multiplication based systems. These systems have a more abstract representation. The value of a figure in these positional systems varies according to the position in which it occurs in the representation of the number. Due to this the coefficients of the power of the base, into which the number has been decomposed appear. For example in a particular representation the actual value of a number, lets say 5 will depend on which position 5 is present in. If 5 is present in the units place then it represents 5, when it is present in the tens place it represents 50, and so on. If in the hybrid system if we remove the symbols used and just have the numbers only we have a positional number system. In this case the powers of the base for our case take base as 10, are implicitly figured out from the position of the numerals in the representation of the number. We know that in the positional representation of the number 5247, 5 is in the thousands place, 2 is in the hundreds place etc. Once this order is fixed then can we represent a number without any ambiguity? If we just consider the coefficients of the number 5247, the the answer to this probably seems to be true. But is it always so? For answer to this consider another example. Suppose we want to represent a number 1043 in the positional number system. In case of hybrid number system the representation would be like this:

so if we now drop the powers of the base, and just take the coefficients we are left with:

But this is not correct, since 143 is another number and not 1043.Similarly if we take just the coefficients of the number 10403, they are again 143. In case of the non-positional system this was not a problem, since every power and the corresponding coefficient was made explicit. But here if we just consider the coefficients of the number in a particular base, we cannot be sure that the number that we are representing is correct, unless we know for sure that a particular coefficient corresponding to a particular power is not present. In case of 1043 we have the coefficient of 100 absent. Some of the earliest positional systems that were developed suffered from the same problem. In case of the Babylonian system, we are not sure of how to read a particular number in many clay tablets, and the number has to be guessed from the context of the problem. Since the Babylonians used a base of 60, so a number [lets take 5247] was represented as:

In this case there was no ambiguity in base 60 number would be written as [1;27;27]. But even in this case there was no guarantee that the number represented is the number that we want. Suppose if we want to represent 3627 in this notation, then it would be represented as:

which is very easy to confuse with

Thus we see that in case of the positional number system we required a notion that tell us whether a particular coefficient is absent. This requirement initiated the need for the concept of zero. So the discovery of zero was therefore a necessity for the strict and regular use of the rule of the position, and it was therefore a decisive stage in the development of mathematics. So how do we make sure that something is not present in a particular position in a given positional representation of a number. It becomes essential then to have a special sign whose purpose is to indicate the absence of anything in particular position. This thing which signifies nothing, or the empty space, is in fact the \textsl{zero}. As \cite{uni1} pg. 668 puts it: “To arrive at the realisation that empty space may and must be replaced by a sign whose purpose is precisely to indicate that it is empty space: this is the ultimate abstraction, which required much time, much imagination, and beyond doubt great maturity of mind.”
The concept of zero has been discovered three times in the history independently. It was discovered first by the Babylonians, the Mayans and the Indians. All these three civilizations used the positional number system for which the concept of zero is needed. The Babylonians tried to get away with this difficulty by l
eaving empty space where the missing  coefficients of particular order were to be found. Hence they would write a number such as [1; 6] for lets say 3606. But this did not solve the problem completely. In copy or reading these spaces could be overlooked, and particularly when two or more space were to be given it could be confused with one space. But since the Babylonians has the base as 6o the need for writing numbers with zero in between arises on a very few occasions than it does in the number system with base 10. In case of the sexagesimal numeration only in 59 integers below 3600 this arises; as compared to 917 cease in the base 10 system \cite{boyer}. The Babylonian zero is the first zero to arrive on the scene. To denote absence of a coefficient of a particular order in their representation of the number, the Babylonians used a special sign [after fourth century BCE], which is the a cuneiform sign looking like a double oblique chevron. The Mayans developed their positional system with base 20, but they were not consistent with the use of the powers of the base after the third position \cite{uni2} pg 670. The Mayans understood the concept of zero sign, but they did not have its operational usability due to their inconsistent positional system. In case of the Babylonians it was never understood as a number synonymous with empty and never corresponded to the meaning of null quantity. So we see that in spite of having the notion of zero the Mayans and teh Babylonians did not get much further in this. The Mayan and the Babylonian zeros are as given in the figure.
If we work out the number represented in these notation the numbers are:
In the Babylonian notation.

In the Mayan notation.

The credit of having a well conceived positional system, which is operationally useful goes to the Indians. This step was taken by simplifying the hybrid notation, by suppressing the signs indicating the powers of the base. This required a much higher level of abstraction: the zero. This can be regarded as “… the supreme discovery of mathematicians who soon would come to extent it, form its first role of representing empty space, to embrace truly numeric meaning of a null quantity.” The Indian civilization was the only one to achieve this great feat. This system came up as a result of conjunction of three great ideas :
1.The idea of attaching each basic figure with signs removed from intuitive associations.
2. The idea of a positional number system, in which the value of a number depends on its position in the representation.
3. The idea of a full operational zero, filling the empty spaces of missing units and at the same time having the meaning of a null number.
In the system thus developed it does not matter what signs or base we use for the system, if it rests strictly and rigorously of the principle of position and incorporates the full concept of the symbol for zero. The discovery of zero in India and the place value were inventions unique to the Indian civilization. The roots of the development of the positional number system in India can be traced to the use of spoken sanskrit [संस्कुत] numeral system [Treatment of the development of Indian positional system follows from \cite{uni1}, \cite{uni2}]. The sanskrit spoken language has for each power of ten an individual name, “… so that to express a given number, one only had to place the name indicating the order of units between the name of the order of units that was immediately below it and immediately above it.” In fact there are names to the powers of 10 till 10^140 \cite{uni2} pg. 134. This is what is required in a positional number system. From the sanskrit spoken numeral system the Indian system of numerical symbols was formed. As soon as place value system was rigorously applied to the nine simple units, the use of a special terminology was indispensable to indicate the absence of units of a particular order. The sanskrit language already possessed the word shunya [शुन्य] to express void or absence, which also an element of mystical and religious philosophy. So to express the new mathematical notion of zero the term shunya could be used. This is how the word came to perform the function of zero as a part of the counting system.
Indian mathematicians before discovering the place value system, used their fingers or concrete mathematical devices. The most common was the abacus; from left to right, the columns representing the various powers of ten. The first nine numerals were traced in sand or dust, inside the column of a particular decimal order. Thus the number 5247 would have been represented in the following manner :
If a particular order of units was missing, one only needed to leave that particular column empty. Thus for representing 5047 we would write:
So with all this the necessary ‘ingredients’ for the creation of the written place value system had been amassed by the Indians:
  • Distinct representation of one to nine numbers, which had forms unrelated to the number they represented.
  • Discovery of the place value system.
  • Invention of the concept of zero.
Still some things were still absent for the perfection of the number system:
  • The nine numerals were only used in accordance to addition principle for analytical combinations using numerals higher than or equal to ten, the notation was very basic and limited to numbers below 100,000.
  •  Place value system was only used with sanskrit names for numbers.
  • Zero was only used orally.
The only thing that remained was to combine these ideas. By using the nine bramhi [ब्राम्ही] numerals on the dust abacus this stage already had been reached.
The two methods of expressing the numbers bramhi numerals and sanskrit names of numbers were known to the Indian mathematicians. In the dust abacus the numbers were drawn in contemporary style. The numbers in sanskrit were expressed in orders of ascending powers of ten; from the smallest to the highest. So that 4769 is written as:
And it is read in sanskrit as:
नव शष्टि सप्तशत् च चतुरसहस्त्र
Meaning: nine sixty seven hundred and four thousand.
In the written numerals however the opposite order was used. The evidence for these methods goes back to third century BCE. IF we look at these two opposite ways of representing the number, indicates an inconsistency. This is what the Indian mathematicians expressed as :
अंकानाम वामतो गति:
Meaning: principle of the movement of numerals from the right to the left.
Since the brahmi had a limited numeral base [highest number expressed was 90,000], so any calculation larger than this was to be expressed in the sanskrit names for the numbers. In the dust abacus extremely large computations could be performed, and the successive columns in the abacus always rigorously corresponded to the consecutive powers of ten. The same mathematical structure was present in the sanskrit counting system. Thus each system was a mirror image of the other. Though the numbers are read from the right to the left from the smallest to the largest. The structure of the abacus is such that the mathematician has no other choice but to follow the principle
अंकानाम वामतो गति: principle of the movement of numerals from the right to the left.
The solution to write a number in this way was to start with the column for the simple units. This led to the abandonment of the old system. By beginning with highest power of ten, one immediately knows the size of number we are dealing with, but this did not facilitate drawing. Hence the opposite system was adopted; no matter how high a number, there could be no mistake as to which column to write it in. This was conserved when the positional notation was invented using numerical symbols.
All this lead to the following notation, “the numbers reading from left to right in descending powers of ten, constituting a faithful reproduction, minus the columns, of its representations on the abacus, as well as reflection of the abridged form of the corresponding sanskrit expression. Thus came the decimal position values which were given to the first nine numerals of the old notation. This was the birth of the modern numerals.
Now to convey the absence of units in a particular decimal order a new symbol was necessary. This was not required in the case of the abacus, but in the new positional system it became a necessity. The  language already had the word symbol that expressed the concept zero, the shunya, it also conveyed the concepts such as sky, space etc. The circle has been considered as the representation of the sky, hence through a simple transposition of ideas it came to represent the concept of zero. Another sanskrit term representing zero was bindu [बिंदु], which literally means “point”. The point is the most insignificant geometrical figure, but for Indians the point represents the universe in non-manifest form. The point is the elementary of all geometrical figures, with potential for creating all the shapes, and hence was associated with zero. Zero is the most negligible quantities, but most fundamental of all abstract mathematics. The point also thus came to represent the zero. The two forms of the Indian zero are as shown in the figure below.The most likely time that the positional value system and zero were discovered is in the middle reign of the Gupta dynasty which ruled the Gangetic plains from about 240 to about 535 CE.

Along with the loaded philosophical connotations that were associated with the word shunya it served to mark the absence of units within a given decimal order in any position; the point or the little circle were used in the same way. This zero was also a mathematical operator; if placed after a number, it meant the number was multiplied by ten. Thus the three significant ideas that we have mentioned earlier were combined to give us the modern positional number system. Soon after this the concept of zero was perfected. Zero was given the status of a number, i.e. to say its cardinality was recognised. After this various arithmetic operations on and with zero were defined, which led to foundation of modern algebra .
The Arabs got this positional number systems from the Indians. The Europeans in turn got this system from the Arabs. The origin of the word zero or cipher can be traced back to this transfer of the positional number system to the Europeans from the Arabs. The Indian word for zero is shunya, from this the Arabic name sifr meaning vacant was given. When this was transferred to the Europeans the sound was kept but not the sense; Fibonacci called it zephirum. This was then passed over as zeuro, ceuero, and zepiro, which finally led to the current day synonyms which are the zero and the cipher.
References
 
Boyer C. B. :
Zero: The Symbol, the Concept, the Number
National Mathematics Magazine, Vol. 18, No. 8 , May 1944
Irfah G. :
The Universal History of Numbers I
Penguin, 2005
Irfah G. :
The Universal History of Numbers II
Penguin, 2005
Ore O. :
Number Theory and Its History
Dover, 1948

Kohlberg’s Theory of Moral Development


Moral Development

In this article the Kohlberg’s Theory of Moral Development is discussed. Kohlberg’s theory is a direct continuation of the Piaget’s work on the same issues. Kohlberg’s methodology, and why he considers structure more important than content are discussed. The key aspects of the typical reasoning in the moral judgments of each level are discussed. The developmental issues and the criticisms of the theory are presented in the later sections. Also the various aspects of morality being context, culture and time dependent are discussed.

 Introduction
The very word ‘moral’ colloquially means of or relating to principles of right and wrong in behavior. Moral behavior as understood in a everyday notion, relates to the behavior of an individual which is acceptable in the contemporary society. One thing is for sure that the moral development is not innate, it comes through our own thinking about the moral problems, with inputs from the interactions that we have with the society. There are three major components of morality, viz. the emotional component, cognitive component, behavioral component. The emotional component reflects the fact that we can relate to the harm that we cause to other person. The cognitive component emphasizes the fact that
thinking about the social understanding helps us to make more elaborate judgment’s about actions. Finally the behavioral component relates to the fact that exposure to morally relevant thoughts and feelings can only increase the chances that we will act accordingly but does not guarantee the same.

The biological and the psychoanalytic theories focus on emotional aspect of the morality, cognitive developmental theories on the moral thought, whereas the social learning theory has focused on the behavioral aspects. These theories disagree with what is the primary cause, but the trend that is seen
in the moral development is that a person starts from “externally controlled responses” and goes on to “behavior that is based on inner standards.” In the following sections we mainly consider the theories of moral development of Piaget and Kohlberg which elaborate the cognitive developmental aspect of
morality.
 Piaget’s Theory of Moral Development 

From this perspective the maturity in cognition and social experience lead to the development in the moral understanding of the child as a whole. Piaget’s work on the aspect of the moral development in children is the pioneering work in the cognitive development aspect of morality. For studying the
children’s ideas about morality Piaget depended upon open ended clinical interviews. By clinical interviews it is meant that a child is asked some questions and probed futher in the reasoning behind a particular response given. Piaget in particular asked about the rules in game of marbles. The children were also given stories in which the character’s intentions [ either wrong or right ] and the consequences of such a action were varied. The best kno twn such example is that of John and Henry. In these stories each of the boy breaks different number of cups, one with ‘wrong’ intention and other with no intention. The children are asked the question that which one of them is naughtier and why. The two
stories are like this [1]:

Story A: A little boy who is called John is in his room. He is called to dinner. He goes into the dining room. But behind the door there was a chair, and on the chair there was a tray with fifteen cups on it. John couldn’t have known that there was all this behind the door. He goes in, the door knocks against the tray, bang go the fifteen cups and they all get broken!

Story B: Once there was a little boy whose name was Henry. One day when his mother was out he tried to get some jam out of the cupboard. He climbed up on to a chair and stretched out his arm. But the jam was too high up and he couldn’t reach it and have any. But while he was trying to get it he knocked over a cup. The cup fell down and broke.
The responses that Piaget got from children between ages 5 and 13 he could identify two general stages of the moral understanding viz. heteronomous and autonomous morality.
 Heteronomous Morality [ ∼ 5 – 10 years]
Before the beginning of this stage the children show little understanding that rules govern the social behavior. At about 5 years of age the children enter the period of heteronomous morality and begin to show concern for the rules. The word heteronomous means under the authority of other, the children view the rules as handed down by the authorities. The rules are unvarying and require strict obedience. The factors that limit the child’s understanding according to Piaget are:
1. The unquestioned respect for rules and those enforce them.
2. Egocentrism.

As young children think that view of all the people about the rules are same, their moral understanding is characterized by realism, which means that they regard the rules as “external features of reality, rather than as subjective, internal principles that can be modified at will.” The presence of realism and egocentrism leads to young children focussing on the objective consequences rather than the intent. In the stories about John and Henry, John is considered more naughty because he broke more cups, even if he did not wrong intent in doing so. Another thing that the children having heteronomous morality believe in is the concept of immanent justice i.e. they believe that wrong doing always leads to punishment. The punishment thus received is inescapable and can be through a variety of events.

Autonomous Morality [ ∼ 10 years and above]
The autonomous morality is the next stage in Piaget’s theory of moral development. Through the interactions with peers children become aware that people have different views
than their own. They realize that intentions are more important than the objective consequences in moral judgments. Thus
in the two stories mentioned, they do not consider John as naughty, even if he broke more cups because he simply did not intend to do so. On the other hand Henry is considered naughty as he has intent to steal the jam, even in the process he broke less cups. The conflicts with peers are settled in mutually beneficial ways. The concept of reciprocity is developed in children. By reciprocity it is meant that, “they express the same concern for the welfare of  others as they do for themselves.” The most familiar expression of reciprocity is the Golden Rule:

Do unto others as you would have them do unto you.

Reciprocity is the main driving force in the understanding of children in autonomous morality. Children realize that, “rules are flexible, socially agreed on principles that can be revised to suit the will of the majority.” The children can question the logic of the rules and just do not blindly follow them, they can realize that at times there may be good reasons to break a rule. Punishment are also seen in the light of principle of reciprocity. The punishment should be meted in an even-handed way to everyone responsible for the offense, thus guaranteeing justice for all.

Evaluation of Piaget’s Theory
Piaget’s two stage theory gives a general account of the development of the moral understanding in children. The essential aspects of the theory relate with Piaget’s view that child’s development in general goes through a stagewise manner dependent on the age. The followup studies indicate the conclusions of Piaget that “moral understanding is supported by cognitive maturity, release from adult authority, and peer interaction. We now consider some aspects of this theory that have been questioned.

Intentions and Moral Judgments


Considering the stories of John and Henry, they present a biased view of child’s reasoning as more damage is coupled with good intentions and vice versa. If the same scenario is presented on the same grounds of damage, even the younger children can judge the ill intentioned person as naughtier. Also by the age of 4 years children are able to recognize the difference between lying and truthfulness, two morally relevant intentional behaviors. Thus the capacity to consider intentions appears in children much earlier than Piaget believed a deeper understanding does not arise till they reach autonomous morality.
Reasoning About Authority

Piaget assumed that heteronomous children assume the authority of adults with unquestioned respect, but studies have revealed the contrary. The preschoolers judge stealing, hitting as wrong regardless of the opinions of authority. Also peers can be regarded as authorities, e.g. a class captain. Thus “young children’s concepts of authority do not focus solely on status and power.” Contrary to
this many factors are responsible at an earlier age than assumed by Piaget, these factors include, “the attributes of the individual, the type of behavior to be controlled, and the context in which it occurs.

Stagewise Progression

Another aspect of Piaget’s theory is that characterstics associated with each stage do not correlate very highly, as would be expected if each stage represented a “general unifying organization of moral
judgments.” Thus child’s moral thought appears as “patchwork of diverse parts.” But to this Piaget recommended that, “the two moralities be viewed as fluid, overlapping ‘phases’ rather than as tightly knit stages.” Also studies indicate that the moral development goes beyond the two stages of Piaget. Kohlberg’s work presented in the later sections is a direct continuation of the Piaget’s work on moral development.

 Kohlberg’s Extension of Piaget’s Theory

Lawrence Kohlberg [1927 – 1987] following Piaget’s work on the aspect of moral development in children began on similar lines the search for stages of moral development and study of how moral understanding is intimately tied to the cognitive growth. The methodology that Kohlberg adopted for the study of moral was same of Piaget viz. the clinical interviews, but instead of asking children to
judge the naughtiness of a character of a story Kohlberg presented children with moral dilemmas. A moral dilemma is “a conflict situation presented to subjects, who are asked to decide both what the main actor should do and why.” In a moral dilemma two moral values are pitched against each other. The conflict in the mind of sub ject with regard to these two moral values, and its subsequent
resolution serves as an index of the moral development. This enables the experimenter to get a better picture of the reasoning behind the moral decisions. The best known moral dilemma is the the ‘Heinz dilemma,’ in which the subject is presented with conflict between two moral values viz. obeying the law [not stealing] and value of human life [saving a dying person] [2]:

Heinz Steals The Drug
In Europe, a woman was near death from a special kind of cancer. There was one drug that the doctors thought might save her. It was a form of radium that a druggist in the same town had recently discovered. The drug was expensive to make, but the druggist was charging ten times what the drug cost him to make.
He paid $200 for the radium and charged $2,000 for a small dose of the drug. The sick woman’s husband, Heinz, went to everyone he knew to borrow the money, but he could only get together about $ 1,000 which is half of what it cost. He told the druggist that his wife was dying and asked him to sell it cheaper or let him pay later. But the druggist said: “No, I discovered the drug and I’m going to make money from it.” So Heinz got desperate and broke into the man’s store to steal the drug-for his wife. Should the husband
have done that?

In the response received from the sub jects [72 boys of ages 10, 13 and 16 in the core sample] to the moral dilemma presented above Kohlberg was more interested in the structure than the content of the response. So just a ‘yes’ or ‘no’ response to the question presented above will not provide us with the reasoning behind this moral judgment. In fact for the first four stages that Kohlberg identified, both the responses are found with different reasoning at each stage. To find out this reasoning the ‘why’ questions are asked and the sub ject is further probed with other related dilemmas. Based on the different response he got from the children Kohlberg was able to classify them into various stages.
Kolhberg was able to identify three general levels and six stages in all for the moral development in childr
en.

Kohlberg’s Stages of Moral Development

Level I Preconventional Morality
At this level the morality of the person is externally controlled and can be identified with the main features of the Piaget’s heteronomous stage. The children accept the rules of the authority and the actions are judged by the consequences and not the intent. The moral understanding is based on
rewards and punishments.

Stage 1 Obedience and Punishment Orientation
This stage is similar to Piaget’s heteronomous stage of moral thought. The child regards the rules as fixed, handed down by adults which must be obeyed at all costs. The child is unable to take two points of view for the moral dilemma.
The typical pro-stealing and anti-stealing responses are as follows [Taken verbatim from [1]]:
Pro-Stealing: “If you let your wife die, you will get in trouble. You’ll be blamed for not spending money to help her, and there’ll be an investigation of you and the druggist for your wife’s death.”

Anti-Stealing: “You shouldn’t steal the drug because you’ll be caught and send to jail if you do. If you do get away, your conscience would bother you thinking how the police will catch up with you any minute.”

Stage 2 Individualism and Exchange
At this stage the children become aware that different people have different perspectives in a moral dilemma, but this awareness is very concrete. The right action is considered that satisfies ones personal needs. Reciprocity is considered as equal exchange of favors. The typical pro-stealing and anti-stealing responses are as follows:
Pro-Stealing: “The druggist can do what he wants and Heinz can do what he wants to do . . . But if Heinz decides to risk jail to save his wife, it’s his life he’s risking; he can do what he wants with it. And the same goes for the druggist; it’s up to him to decide what he want to do.”

Anti-Stealing: “[Heinz] is running more risk than it’s worth unless he’s so crazy about her he can’t live without her. Neither of them will enjoy life if she’s an invalid.”

Both the stages in the first level talk about punishment, but the perception in each stage is different. Whereas in the first stage punishment is linked with [proves] wrongness of disobedience, in the second stage on the other hand punishment is regarded as “simply a risk that one naturally wants to avoids.”
The stage 2 children are considered to reason at the preconventional level as they think “as isolated individuals rather than as members of society.” Also “they see individuals exchanging favors, but there is still no identification with the values of the family or community.”
 
Level II Conventional Morality

In this level as the name suggests the individuals continue to regard the conformity to social rules as important, but the reason not being self-interest but rather maintaining the “positive human relationships and the societal order.”

Stage 3 Good Interpersonal Relationships
The desire to obey rules in stage 3 is in the context of close inter-personal feelings such as love, trust and concern for others. The main belief is that “people should live up to the expectations of the family and community and behave in ‘good’ ways.” The stage 3 person has a capacity“ to view
a two-person relationship from the vantage point of an impartial, outside observer,” which supports this new approach to morality. The motives are considered to be important than the consequences. As in Piaget’s two stages similarly in Kohlberg’s stages, “there is a shift from unquestioning obedience
to a relativistic outlook and to a concern for good motives. For Kohlberg, however, these shifts occur in three stages rather than two.”
The typical pro-stealing and anti-stealing responses are as follows:
Pro-Stealing: “No one will think you’re bad if you steal the drug, but your family will think you’re an inhuman husband if you don’t. If you let you wife die, you’ll be never be able to look anyone in the face again.”
Anti-Stealing: “It isn’t just the druggist who will think you’re a criminal, everyone else will too. After you steal it, you’ll feel bad thinking how you brought dishonor on your family and yourself; you won’t be able to face anyone again.”
Stage 4 Maintaining the Social Order

In stage 4 person has a intent for the benefit of the society as a whole. The moral judgment and behavior is in the context of maintaining social order and no longer depend on the close ties to others. As the stage 4, “subjects take the moral decisions from the perspective of society as a whole, they think from a full-fledged member-of-society perspective.” The typical pro-stealing and anti-stealing responses are as follows:
Pro-Stealing: “He should steal it. Heinz has a duty to protect his wife’s life; it’s a vow he took in marriage. But it’s wrong to steal, so he would have to take the drug with the idea of paying the druggist for it and accept the penalty for breaking the law later.”

Anti-Stealing: “It’s a natural thing for Heinz to want to save his wife, but it’s still always wrong to steal. You have to follow the rules regardless of how you feel or regardless of the special circumstances. Even if his wife is dying, it’s still his duty as a citizen to obey the law. No one else is allowed to steal, why should he be? If everyone starts breaking the law in a jam, there’d be no civilization, just crime and violence.”

It might at the first glance seem that stage 1 and stage 4 sub jects are giving the similar responses, but the reasoning that the stage 4 is quite elaborative. Stage 1 children cannot elaborate the reasons, except that stealing will lead to jail, stage 4 respondents, on the other hand have a broade
r conception of the function of societal laws as a whole, which exceeds the capacity of the stage 1 child.
Level III Postconventional Morality

Individuals in this level move beyond the unquestioning support for the rules and the laws of their own society, hence the name. The morality for such individuals is “in terms of abstract principles and values that apply to all situations and societies.” The individuals in this level of moral reasoning with
a pro-stealing answer to the Heinz dilemma, the reasoning being of course different from the previous levels.

Stage 5 Social Contract and Individual Rights

The stage 5 individuals consider the rules as “flexible instruments for furthering human purposes.” They can argue for a change in the societal laws [considered to be unchangeable by the previous stages] when a good enough reason is pressent. At stage 5, people begin to ask, “What makes for a good society?” They begin to think about “rights and values that a society ought to uphold,” and
then see the society from these perspectives.
The typical pro-stealing response is as follows:

Pro-Stealing: “Although there is a law against stealing, the law wasn’t meant to violate a person’s right to life. Taking the drug does violate the law, but Heinz is justified in stealing in this instance. If Heinz is prosecuted in stealing, the law needs to be reinterpreted to take into account situations in which it goes against people’s natural right to keep on living.”

The stage 5 people regard society is “best conceived as a social contract into which people freely enter to work toward the benefit of all.” Even with some differences in the society the stage 5 people believe that rational people in the society would agree on some basic points. “First they would all want certain basic rights, such as liberty and life, to be protected, and second they would want some democratic procedures for changing unfair law and for improving society.

Stage 6 Universal Principles
The stage 5 respondents are strong believers in the democratic process. But during a democratic process he outcomes are not always just for the minority group. Hence Kohlberg believed “that there must be a higher stage–stage 6–which defines the principles by which we achieve justice.” At this highest stage the right action is defined by the self-chosen ethical principles which are valid for the humanity as a whole regardless of societal laws. Most of the social reformers and the moral leaders will fall in the stage 6. The claims of all individuals need to be looked at in an impartial manner respecting basic dignity of all people.
The typical pro-stealing response is as follows:

Pro-Stealing: “If Heinz does not do everything he can to save his wife, then he is putting some value higher that the value of life. It doesn’t make sense to put respect for property above the respect for life itself. [People] could live together without private property at all. Respect for human life and personality is absolute and accordingly [people] have a mutual duty to save one another from dying.”
The stage 6 is called as a theoretical stage as not many individuals are consistently able to respond at this stage. The fact that the moral dilemma presented is not very convincingly able to distinguish between stage 5 and 6 makes this more clear. One issue that can tell the difference between stage 5
from stage 6 is of civil disobedience. Stage 5 believe more in the democratic process so will be less willing to go in for a civil disobedience. The violation of the law is justified only when a right is at stake. In stage 6, in contrast, “a commitment to justice makes the rationale for civil disobedience
stronger and broader.”
 Theoretical Issues

In this section we briefly consider the main theoretical issues regarding the theory. They include the developmental aspects of the theory, the Piagetian stage concept in the context of Kohlberg’s theory.

How Development Occurs

Kohlberg’s views are strongly influenced by the Piagetian framework of child development. The stages of moral development are not seen as a product of maturation i.e. there is no “genetic blueprint” for the stages to occur. The socializing agents do not directly teach new forms of thinking. The stages
that are externally seen are a manifestation of one’s own thinking about moral problems.

Social experiences promote the development of moral thinking, by stimulating our mental processes. When we discuss with others, our view are challenged due to which we are force to think about ‘better’ positions that we can take. The stages of moral development reflect these broader viewpoints. Thus our interactions with the society and our own thought process combined gives us the ability to advance from one stage to the next.

The Stage Concept

As already mentioned Kohlberg being a close follower of Piaget, has taken the stage concept of Piagetian framework criteria very seriously. The following aspects of his theory are shown to be related to the Piagetian framework.

Qualitative Differences

The qualitative differences in the different stages is evident from the different response that is given by the individuals in different stages. Quantitatively the stages do not seem to have much differences.

Structured Wholes

The stages are not just isolated responses present given by the individual, but are a more general patterns of response that are found across many domains. Thus the stages are structured wholes in the sense that they truly depict the whole moral development of the individual which is valid across domains.
Invariant Sequence
The stages according to Kohlberg form an invariant sequence. The stages are skipped or moved in a random order. Mostly the cross-sectional data in which children of various age group were interviewed suppor
ts this claim of the invariant stage sequence. But the data from the cross-sectional studies are
not conclusive, as a child at higher age could have possibly skipped some previous stage. To resolve this issue longitudinal studies were undertaken. In longitudinal studies the same children are tested regularly after a period of 3 – 4 years. Almost all children in one of the longitudinal study moved through stages without skipping. Another aspect of moral development is that it is very slow and gradual process.

Hierarchic Integration

The knowledge that is learned at the earlier stages is not lost when the individual advances to the next stage, but is very well present in the individual. The higher stage persons are able to understand the arguments of the lower stage but consider it to be naive. When Kohlberg says that his stages are
hierarchically integrated, he means that people do not lose the insights gained at earlier stages, but integrate them into new, broader frameworks. Thia is a very important concept for Kohlberg because it explains the directional nature of the stage sequence. Since the stage sequence does not have a genetic blueprint, the previous stages must form a ‘platform’ for the next stages to emerge. Thus each new stage provides a broader framework for dealing with moral issues and is thus more cognitively adequate than the prior stage.
The stages of moral development also represent increasingly differentiated structures. The stage 5 people have abstracted the value of life, for example, has become differentiated from other considerations and say that “we ought to value life for its own sake, regardless of its value to authorities (stage
1), its usefulness to oneself (stage 2), the affection it arouses in us (stage 3), or its value within a particular social order (stage 4). Stage 5 sub jects have abstracted this value from other considerations and now treat it as a purely moral ideal.”
Universal Sequence
The sequence for the stages of moral development should be universal according to Kohlberg. By the term universal it is meant that it should be same across all cultures. Since different cultures bring up their children differently this [the universality of the stage sequence] is not naturally expected. Kohlberg’s response is that “different cultures do teach different beliefs, but that his stages refer not
to specific beliefs but to underlying modes of reasoning.”
Cross-cultural research shows that individuals in ‘technologically advanced’ societies move rapidly through the stages of moral development that from the societies which are not. Also in isolated communities nobody goes beyond stage 3. These studies indicate two possibilities, first that societal factors
that help the advancement of the stages are prevalent in the ‘technologically advanced’ societies, second that the method of evaluation is not suited for all cultures. This point is more elaborated upon later.
The number of years an individual completes in a school is an important and deterministic parameter in the moral development of individuals. Studies clearly indicate that the children who are educated higher levels show a better trend of moral development. The reasons for this particular finding could
be the social diversity that is encountered in the college campuses, introduces the people to the issues involving political and cultural groups.

 Moral Thought and Moral Behavior

The moral stages of Kohlberg’s theory do indicate the moral thinking of the persons, but whether this thinking actually translates into a moral behavior remains a question. We can actually be quite advanced in our moral thinking, but when it comes to moral behavior we do not actually are on the same level, this maybe due to practical reasons involved. Infact this is one of the criticisms of the theory. Hence a perfect correlation between moral judgment and moral action is not possible. But Kohlberg has given a particular relation regarding the moral thinking and behavior: “The two should come closer together as individuals move towards higher stages of moral understanding.” The
advancement in moral reasoning is related with many aspects of social behavior, particularly being more prosocial, this is consistent with Kohlberg’s prediction.

Moral Thought and Other Forms Of Cognition

Kohlberg states that moral development depends on cognition and perspective taking in a very specific way. Each moral stage requires certain cognitive and perspective taking abilities but these abilities alone do not guarantee that moral development will occur. Thus these cognitive and perspective taking abilities are deemed to be necessary but not sufficient for the moral development of the individual.
Criticisms

In this section we consider some criticisms about the Kohlberg’s theory. The two main criticisms that the theory faces are of gender bias and of cross-cultural differences. The other include the facts that are already mentioned viz. that moral thought and behavior are different. Also people tend to respond differently in real life and hypothetical situations [this particular aspect was seen during the presentation when asked about the moral dilemma regarding the help in exam]. The theory does not talk about moral development of very young children, where the methodology of moral dilemmas might not work very well. Also many researchers have questioned the very concept of a post conventional morality in Kohlberg’s formulation.

Gender Bias

Females tend to score not very well on the Kohlberg’s scale of moral development, very few females actually went above stage 3 in terms of their scores. The fact that Kohlberg’s stages were obtained from interviews with males, and hence reflect a decidedly male orientation was pointed out by Carol
Gilligan a co-author and associate of Kohlberg. According to Gilligan the advance moral thought for males and females has different ideals. For males the moral thought revolves around rules, rights and abstract principles, whereas for the females the moral thought revolves around interpersonal relations and the ethics of compassion and care. Thus the ‘scale’ of moral development has been ‘calibrated’ from a male perspective and it is improper to judge the moral development of females by this scale. In fact it has been found that the advanced moral thought revolves around rules, rights, and abstract principles.

The ideal for males the ideal of moral reasoning is impersonal justice, in contrast to female ideal of more affiliative ways of living. Women’s morality is more contextualized, it is tied to real, ongoing relationships rather than abstract solutions to hypothetical dilemmas. If these things are taken into account maybe females will score differently on the moral development. This difference is most
apparent when real life situations are given instead of hypothetical dilemmas. Although the current evidence “indicates that justice and caring are not gender specific moralities, Gilligan’s work has had the effect of broadening conceptions of the highly moral person.”
Cross-Cultural Differences

What Kohlberg has essentially done is that he has created a ‘moral yardstick’ with which he intends to measure the morality all the individuals in all cultures. Perhaps it might be the case that the aspects of morality that are rated very highly on Kohlberg’s scale are not considered to be significant in some other cultures. And it might be the case that the moral dilemmas presented for evaluation altogether fail to capture the post-conventional morality present in different cultures. The Kohlberg’s scale is highly Eurocentric [Western] and might fail to consider the aspects of morality that are alien to the European thought. For studying different cultures this ‘moral yardstick’ needs to be ‘re-calibrated’ keeping in mind the particular culture to be studied. Also presenting the same moral dilemma setup in a totally European background might not be a useful idea, the dilemma also needs to be contextualized taking into account the particular culture under study.

Reflections

The moral behavior and thinking in a society represent give us an insight into the philosophy and the culture of a society. The major influences that are responsible for the moral development of the individual according to Kohlberg are the parents, peers, education and the own thought process of the individual. The influence of religion is not at all considered in the Kohlberg’s developmental theory, whereas religion plays a significant role in the development of children at least in the young age. In fact most of the moral judgments that the individuals make are deeply influenced by the religion they follow. In this regard the position of some religion will be different than the other, so a follower of a particular religion will respond to the situation differently.

Let us take an example of clinical death. If asked with a moral dilemma that involves a person opting for clinical death [hence in a sense committing suicide], the responses that we receive are more likely to vary with respect to the religion of the respondents. Another controversial issue that would raise similar concerns is that of abortion [in a sense considered murder]. Another example on similar lines that could be taken is that of a hunter following a wounded prey, and a response can save or end the prey’s life. The responses in this case will depend on the sort of society the individual has been bought up in [vegetarian vs. meat eating].
The responses that we will get for these real life situations, which also touch upon the religious aspect of the moral judgments will be worth noting. For most of the people religion has the topmost priority in the decisions that are taken in their everyday life. Mostly the religious scriptures and hence religious values guide the moral values and hence moral judgments. A striking example in this regard in the Indian context is that of charity. The religion demands that people do daan [alms], and most people do it not because they feel for the poor, but because the religion demands so. Thus the religious values are conclusive many times in making moral judgments. The religious moral values are passed to the
young children through stories and epics [mostly of Level I Morality according to Kohlberg’s scale ] and also through their social interactions. These interactions form the basis of the moral judgment that a child makes in the future, and removing these influences can be very hard, as they can be even found in adults. But these age old morality which religion practices might be in many cases totally out of context and in the comtemporary society not of much value. Even then these cannot be overcome even by adults. A very good example of this the ‘moral police’ that are abound in India and elsewhere. ‘What is moral,’ is interpreted from some twisted interpretation of the so called
‘cultural values.’ Most of these ‘moral police’ don’t seem to put any thought of their own to the issues they consider as ‘immoral,’ instead what somebody says is blindly followed without any remorse. On Kohlberg’s scale the so called ‘moral police’ will be at stage 1.

So by asking morally relevant questions that are in direct conflicting with one’s outdated religious beliefs can really lead to one’s moral development in this regard.
We cannot really compare the moral values of the contemporary society with that of a society in the past. The rights and the principles that were the ‘guiding lights’ for people in the past might not be even considered in the todays society as relevant. Hence to compare the moral judgments of the people in the past with our own contemporary society does not help. Similarly to compare the moral judgments of two different cultures does not provide the index of moral development of a particular culture.

Even in the same culture when the socio-economic differences are vast the things that are ‘morally right’ for some of the individuals will not be considered as same by everybody. In the Indian context a particular example in this regard can be considered is that of the zamindaari system, the feudal system in India. Whereas the zamindaars considered their ‘moral right’ to own and cultivate large lands, this was not considered as right by the laborers. Or in the larger economic context the ‘moral right’ of the capitalists and the ‘moral right’ of workers do not coincide. In the recent past America’s ‘moral right’ for war was
executed by George Bush to wage a war with Iraq, and ma jority of the American public ‘morally’ supported the war without putting their own thought to it. They would also score for stage 1 in Kohlberg’s stages. So the issues which really matter in one’s perception of the different aspect needs to be taken into account when considering the moral stage of the individual. A person in the lower strata of the society might consider stealing from the society as morally justified [because it is due to society that he poor].
Another aspect that needs to be touched in this regard is that of level 6 of the Kohlberg’s stages of development. The trend that Kolhberg presents for a level 6 behavior is seen in many great spiritual leaders of the past. Infact most of the great leaders did regard their own abstract principles above the
societal laws.
When the world colonization began and the European Empires extended beyond the boundaries of Europe, another example of twisted morality can be seen. Many British authors incl
uding Rudyard Kipling regarded the Anglo-Saxon race as a race which was destined to rule, thus ‘morally justifying’ their atrocities against others. Thus it was a ‘moral responsibility’ of the British to rule India. We can hence see that the concept of being ‘morally right’ can be entirely context and time dependent.

The moral dilemmas do come in an individuals life very frequently. According to Kohlberg in the resolution of these dilemmas in the most broader sense result in the moral development in this regard. A very nice example of presenting a moral dilemma and bringing up moral development can be seen in the context of Indian independence. Gandhi’s non-violence principle is an example of moral dilemma that brought about the moral development of an entire Empire. On one hand with the non-violent crowds just marching through the country, the British were not ‘morally justified’ in attacking them, on the other hand that people can defy their ‘moral right’ to rule was unbearable for them. The British
became so frustrated by this ‘moral dilemma’ that even with all such military might they could not but defeat a non-violent revolt. The resolution of this ‘moral dilemma’ resulted in the ‘moral development’ of the British Empire, which thereafter lost its ‘moral right’ to rule the world.

 Summary 
As per Kohlberg’s three level, six stage theory, morality changes from concrete towards abstract, principled justifications for moral choices. Each moral stage en-corporates the previous ones and has certain cognitive prerequisites that are necessary for the development to occur. The moral development does not occur until there is a support present at various levels like family, peers, schooling and society at large. Although justice is given a emphasis more than that of care it does not underestimate the moral maturity of females. As the individuals advance through the stages the moral thinking becomes better related to moral behavior.

The index of moral development that is presented by Kohlberg by presenting the subjects with a moral dilemma needs to be taken with respect to the broader social and cultural context that the particular individual represents so that any bias that is present can be effectively eliminated.

References
[1] Laura Berk: Child Development 3rd Ed. Prentice Hall of India 1999
[2] W. C. Crain: Theories of Development Prentice Hall 1985
[3] Wikipedia

What is education?

What do we mean by education?

The word ‘education’ can be derived from one of two latin words or from both. These words are educere, which means ‘to lead out’ or ‘to train’ and educare which means to ‘to train’ or ‘to nourish’. But this etymology does not give us a understanding behind the term itself.
Colloquially it can mean the sort of training that goes in schools, colleges and universities.
We see some meanings by different people who were related to education and philosophy of it.
Mahatma Gandhi
Education is “an all round drawing out of the best in child and man – body, mind, and spirit.”
John Dewey
Education is regarded as the development of “all those capacities in the individual, which will enable him to control his environment and fullfill his possibilities.”
We see that the term education refers to two things: they point to education as the process of development of the individual form infancy to maturity a lifelong process.
J. S. Mill explains it thus:
“Not only does it include whatever we do for ourselves, and whatever is done for us by others for the express purpose of bringing us somewhat nearer to the perfection of our nature; it does more; in its last connotation it comprehends even the indirect effects of things of which the direct purposes are quite different, by laws, by forms of government, by the industrial arts, by modes of social life; nay, even by physical fact, not dependent on human will, by climate, soil and local position. Whatever helps to shape human being, to make the individual what he is, or hinder him form what he is not… is a part of his education.”
This is the wider meaning of the term ‘education’, for the narrower meaning Mill says
“the culture which each generation purposely gives to those who are to be its successors, in order to qualify them for at least keeping up, and if possible for raising the level of improvement which has been attained.”
Now we look at what are the Indian views on education. The Rig Veda [ऋग वेद] regards education as a force which makes the individual self-reliant as well as selfless. The Upanishads [ऊपनिषद] regard the result of education as being more important than its nature, the end-product of education is salvation [निर्वाण].
Panini [पाणिनी] identified as the training one obtains from nature.
Kanada [कानद] considers to be a mean of self-contentment.
Yajanvalaka [याजनवालक] regarded education as a means to the development of character and usefulness in the individual.
While Vivekanand perceived education as the manifestation of divine perfection already existing in man.

“Education should aim at man-making”

By man making it is meant formation of character, increase in power of mind, and expansion of the intellectual capacities.

While Tagore says that education should help the individual child realize in and through education, the essential unit of man and his relationship with the universe – an education for fullness.
The Indian Education Commission of 1966 says:

“Education, according to Indian tradition is not merely a means to earn a living; nor is it only a nursery of thought or a school for citizenship. It is initiation into the life of spirit, a training of human souls in pursuit of truth and practice of virtue. It is a second birth द्वियाम ज्ञानम – education for liberation.”

Past this we now have a look at some Western views on the same.

Plato thought that education should enable one to attain the highest good or God, through pursuit of inherent spiritual values of truth, beauty and goodness.
Aristotle held that education exists exclusively to develop man’s intellect in a world of reality which men can know and understand.
St. Thomas Aquinas considered education to be process of discerning the truth about things as they really are, and to extend and integrate such truth as it is known.
More recently behaviorists consider education as a process of conditioning, of providing stimuli, repetition, rewards and reinforcements. ‘
The social scientists define education as the transmission of cultural heritage – which consists of learned behavior, and includes tangible objects such as tools, clothing, etc. as well as intangible objects such as language, beliefs etc.

“Education is the transmission of knowledge, value and skills of a culture.”

The meaning of the term ‘education’ can be summarily expressed as:
  • A set of techniques for imparting knowledge, skills and attitudes.
  • A set of theories which purport to explain or justify the use of these techniques.
  • A set of values or ideals embodied and expressed in the purposes for which knowledge, skills and attitudes are imparted and so directing the amounts and types of training that is given.
The educational system of any society is a more or less elaborate social mechanism designed to bring about in the persons submitted to it certain skills and attitudes that are judged to be useful and desirable in the society. The gist of all the educational system can be reduced in two questions:
  1. What is held valuable as an end?
  2. What means will effectively realize these ends?
For ordinary day to day working of the society itself makes it necessary for its members to have certain minimum skills and attitudes in common, and imparting these skills is one of the ends of education. This minimum will be different for different societies.
So we see that in the meaning of what education is, is determined by what are the aims of education. Every educational system must have an aim, for having an aim will provide it with a direction, and make the process more meaningful. One of the objectives of education from what we have seen in the definitions above has a connection to the meaning of life, which in turn is connected to philosophy of the person at that time. Thus the aims of education are dependent on the philosophy which is prevalent in society at that time. The aims of any educational system tell us what it is for. The aims de
termine the entire character of the educational process: curriculum, pedagogy and assessment. Just because the aims are not explicitly stated it does not mean that they are absent. They can be both implicit and explicit, and can be embodied in the everyday practices of teachers and students, as well as in the government documents. The printing of aims of education in a document is neither necessary nor sufficient for education to have aims, since documents can be ignored.
Education can have more than one aim, so long as the aims are not mutually incompatible. It is not possible for example to aim to produce citizens who will obey the state unquestioningly and at the same time produce people who will question any proposal that they encounter. Many aims are broadly compatible but there exists certain tension. Partly, it is because some aims can be fully achieved at the expense of others. A society has to agree on the priority of the aims, which it wants its future citizens to have.
A listing of general educational aims is as follows:
  1. To provide people with a minimum of the skills necessary for them [a] to take their place in the society and [b] to seek further knowledge.
  2. To provide them with a vocational training that will enable them to be self-supporting.
  3. To awaken an interest in and a taste for knowledge.
  4. To make them critical.
  5. To put them in touch with and train them to appreciate cultural and moral achievements of mankind.
But are these the normative aims of education or the descriptive ones?
Following Peters [Ethics and Education 1966], the differences between education and other human pursuits are given in three different criterion.
  1. ‘Education’ in its fullest sense, has necessary implication that something valuable or worthwhile is going on. Education is not valuable as a means to a valuable end such as a good job, but rather because it involves those being educated being initiated into activities which are worthwhile themselves, that is, are intrinsically valuable. This is contrasted with training, which carries with it the ideas of limited application and an external goal, that is, one is trained for something for some external purpose, with ‘education’ which implies neither of these things
  2. ‘Education’ involves the acquisition of a body of knowledge and understanding which surpasses mere skill, know-how or the collection of information. Such knowledge and understanding must involve the principles which underlie skills, procedural knowledge and information, and must transform life of the person being educated both in terms of the general outlook and in becoming committed to the standards inherent in the areas of education. To this body of knowledge and understanding must be added ‘cognitive perspective’ whereby the development of any specialism, for example in science, is seen in the context of the place of this specialism in a coherent life pattern.
  3. The process of education must involve at least some understanding of what is being learnt and what is required in learning, so we could not be ‘brain washed’ or ‘conditioned’ in to education.
Well this is really an incoherent attempt to list out things that I have read about education? So far all the philosophers that I have read appear to give a normative meaning of education i.e. to say they tell us “What education ought to be…” Thus they give us what according to their philosophical outlook is the ‘normal’ version of education. But what I am interested in is the descriptive version; “How actually things are…” The more I look and think about the current educational system the more I think it has deviated from the aims of these great thinkers. Thus the descriptive version will tell us how much this deviation is, and also whether it is for good?

Prejudice and Pride

Pride and Prejudice
As a part of the graduate courses we had to do a few presentations. During the course on sociology of education I reviewed a book Prejudice and Pride by Krishna Kumar. When I was first told about the book I was not too keen to do the review, as the title suggested nothing about the content of the book. But when I was told about the synopsis of the book I became immediately interested. So what is this book with a title made by rearranging the title of another famous book by Jane Austin about. So we will first talk about the subject matter of the book.
What this work is about?
As the back cover of the book says it is a comparative study of the modern representations of modern history in Indian and Pakistani textbooks. The book consists of an inquiry into the perceptions of the past that the Indian and Pakistani children encounter at the school. So the book is about the kind of history being taught in the schools to children in India and Pakistan. So we being the children and product of such an education do differ from our Pakistani counterparts in our  view of history.
History as it is known is seen by different people differently. For some heroes are villains and vice-versa if change the sides of a given conflict. Thus for us Indians the British officers who established and firmed the British rule in India would be villains whereas for the British they were heroes. So to form an objective view about the history of a particular event is very difficult if not impossible. One of the reason for this is the fact that we depend upon historical evidences for building the image of the past. These evidences may be in form of reports, books or other works and folk tales about that particular event. Thus we will be most of the time biased and subjective about the information that we have to build upon the image of the past we have. It will be no wonder that the images of the past that are familiar to us, are at times starkly different from those brought in a different culture.
In general there is gloom in the education systems of both the countries. India is no more better off than Pakistan in general in the education field. The subject matter of this work in particular is the history as taught in the two countries. In a sense there is an absence of academic curiosity in both the countries towards each other. We have no ‘experts’ in India on Pakistan and likewise for Pakistan. Compare this with the experts that the USA and the former USSR had for each other during the cold war era. There were entire think-tanks dedicated to know about the ‘other’.
In case of India and Pakistan, both the countries live under the impression that they know each other. This emanates from the fact that the ‘other’ is, after all, a former aspect of the ‘self.’ India and  Pakistan are politically so far apart, but, geographically and culturally so close that there is no room for an epistemic space between them. This makes us believe that we know the ‘other’ too well.
One of the roles of education in the modern states in the world is imparting a sense of national identity. The children are indoctrinated via history to have a ‘nationalist’ character. So history as taught in the schools takes the burden of nation building than any other subject that is taught. One of the roles of history to arouse the interest of the young in the past and to inculcate a respect for it is sidelined in modern day India and Pakistan. Whatever debates that are present in India and Pakistan on the teaching of history are political and not pedagogic. The pedagogic uses and role of the subject of history has been given up for the more important role of history as tool for nation building.
Why the modern history?
The author choose to concentrate on the modern history of the sub-continent. The ‘modern’ is meant to connote here the era from 1857 to the freedom and formation of the two nation identities in 1947. The older history of the sub-continent is more controversial in the sense that the views that are portrayed by the history as taught in the two nations are radically different. ‘Invaders’ in India are seen as ‘heroes’ in Pakistan. No wonder that even the modern history of the two nations is subject to the bias of the respective countries.
What most people and more importantly the young children don’t realise that there is always another view of the history, through which the now familiar events look totally alien to us. When we come across such histories there is a sense of  jamais vu involved. Suddenly the things so well known to us are entirely changed in terms of the perspectives. Also the events that we think are important with respect to the history that we are taught, would be trivial in some other histories.
 Modern history has greater potential to for engaging children in activities connected with the study of the social sciences than the history of other periods has. So this has the potential to establish the modern period as a subject matter for advanced studies. It will help promote a better understanding between India and Pakistan by helping readers in both countries to grasp how a common recent past is looked by the other.
In this case the researcher being an Indian the impartiality of the researcher demanded great self restraint and imagination on the part of the researcher. Unknowingly the researcher would be biased in forming the opinions which are so ‘clear and simple’ for us. So one of the major objectives of this study is to examine the rival ideologies of nationalism into which schools attempt to socialize the young. Another objective being a probe into the politics of history writing as a means to understand the contribution that schooling makes to the Indo-Pak conflict.
Many things that come out of this study are interesting and I was surely taken aback by some of them. The familiarity that we have with the events of the past is lost when we take the `other’ perspective into account. The study was based on the sample of textbooks taken from both the countries.  The Pakistani text books that formed the part of the study were both privately published and published by the various state boards. The regional variation in the text books of Pakistan was found to be much less than than in India. The Indian sample consisted of the books by various state boards, ICSE and NCERT and CBSE.
The Challenge of The Past
In this section we discuss the cognitive challenge that teaching history at school might present to children. Before coming to the school the children have some tacit knowledge about the past. By primary socialization it is meant the induction of the child in the society. When the children are introduced in the society they are taught the customs, practices and norms of the society that they are going to be a part of. During this a certain amount of knowledge is essentially passed on to the children, which helps them form an identity for themselves in the contemporary society that they are a part of. So by the time children go to school they have acquired the basic deeper imprint of membership of a society as an outcome of primary socialization.
The school thus gets a child with the basic notions already formed, and these are very difficult to change in the school. The school has no option but to work with the personality of the child thus formed. The schools are seen as instruments of cultivating loyal citizens. And in the secondary socialization the children are socialized into an ‘approved’ past. This ‘approval’ is from the state. Also the difference between the awareness and knowledge is quite often blurred for the children. For example consider the statement
India gained independence from the British rule on 15th August 1947.
Now just to ‘know’ this information as a matter of fact is quite different from having a deeper knowledge about the notions of independence, rule etc. Almost all people know this, but how many of them can actually understand the meaning of a sentence like this, when it is translated in terms of the events, people and the circumstances that were present at that point of time. Events which occured in the past require us to appreciate the circumstances, values and choices that shaped the people who were involved
 To analyze historical events we need to go into a time frame without being completely submerged in it. By this it is meant that we have to see the ‘past’ in terms of the ‘past’. We should not cannot impose the contemporary beliefs, thoughts and values on the people and the events of the past, because if we do that we might loose the view that the people of the past had. Thus the cognitive challenge that history presents is certainly great and it requires much more processing on the part of the learner who is presented with the facts of the history. For in history each event has to be seen in dual mode:
  1. The given event as the outcome of the events preceding it.
  2. The given event as the cause of events following it.
Thus for example when we see the rebellion of 1857, we have to see it in the light of the events that caused it, and at the same time we also have to see it in the light of the events that it caused. How we see a particular event would strongly depend on what framework of history we already we have. The most natural way for us to see any event is to fit it in the framework that we already possess. Also anomalies, if any, are usually ‘interpreted’ in a way to fit the framework. Changing the framework itself is very difficult even for the adults and I guess almost impossible for the children. For example if we are told that ‘Gandhi was not at all important for the freedom from the British,’ then how are we going to react? We have been always ‘told’ that this is so, so we believe it. The point that I want to make here is not just about the role of Gandhi’s involvement in the freedom struggle, but rather just to give the reader a taste of what change in the framework could result in.
Coming back to the two positions that a reader in history has to take into account, cognitively what is requirement for making such conjectures? This requires on the part of the children the capacity of  reversibility. The reversibility as defined here is the reversibility of the Piagetian tasks. Piaget places the ability of the reversibility in the concrete operational period of his framework of cognitive development.
One of the ways in which the reversibility can manifest in the children is reversibility of thought.
The children thus have two main difficulties that they face when they are learning history in the school. One of them is cognitive and the other is sociological plus cognitive. The impact of culture upon the image of the past that we have is tremendous, and this is particularly true for children. A child can be often presented with a version of history as a part of primary socialization, which is not the one which is ‘approved’ by the state. The popular social memory both in India and Pakistan about the events in the past shapes the framework of the children, according to which they try to make sense of the facts presented to them later. In this case it will directly conflict with the knowledge that is presented in the school. For example if a child is told at the home that ‘Great unjustice was done only to Hindus during the partition’, then this is certainly going to conflict with the ‘approved’ version of the history being taught at the school. This is what I call the sociological plus cognitive problem that the children face. How can something be true and also be non-true at the same time? This I guess is not only a problem with children but also [more] with adults. The notion that there is only one truth, and that is what I believe in, the rest are propaganda’s seem to fit the right wing frameworks present in both the countries. The very idea of reality can be seen in a different light is not acceptable to most of us. Why? Because we don’t want to be in a world where we cannot understand something that is not the part of our standard framework.
The other major problem that the children face is cognitive. This relates to the fact that how much the teaching of history at school attunes itself to the cognitive levels of the children. As we have seen the interpretation of historical events requires a notion of reversibility on the part of the learner, how many text books address this fact, or even take into account this. As in India so in Pakistan the role of history as a subject is seen more as a subject to be passed than anything else. The pattern of rote learning the subject without understanding the complexities of the issues involved, seems to be the idea of  doing history in both the countries. More emphasis is on the ‘knowledge’ part than on ‘awareness’ of the subject at hand.
Also as far as the ‘good’ careers are concerned the subject of history is taken over by more fruitful subjects of mathematics and sciences. So history is just seen as an auxiliary subject which has to be passed, and which can be passed without understanding, because it is not going to help you in the future to secure a ‘good’ career.
Frames of Popular Perception
In this section as title suggests we will focus on the frames of perception by which the general population forms a framework so as to understand the past. For this we have to understand the notion of  the ‘other’. What is meant by the ‘other’? In both India and Pakistan the past is intertwined with the current and evolving perceptions of the ‘other.’ Our own national identities are seen in the frames of perception by hinting at the ‘other’. Each side has something of the other in it. Each country presents a strong case of dependence on the ‘other’ for defining itself. Thus question can be raised that ‘If Pakistan is an Islamic state how can India be a secular one?’ For if India were a truly pluralist society there would not be any need for Pakistan. We see that India’s portrayal as a ‘secular’ society as opposed to an ‘Islamic’ one in Pakistan is exactly this. We need to contrast ‘our’ nation with ‘their’ so as to prove our identity.
I liked this part of the book very much. It really shakes you and your perception about the past. So what this essentially means is that there is a Pakistan which we Indians may not have the epistemic means to fathom and same is true for a resident of Pakistan for India. It really provides you with a clue of how hard it is to let go the perceptions we already have. As for the case in Pakistan education there has succeeded in dissociating partition from its painful violent reality and has in turn converted it into an achievement for all Pakistanis. The very idea that India does not accept Pakistan’s existence and Pakistan poses no real challenge for India are the two sides of the same emotion. The point that is being made here is that do define the very concept of Pakistan as a nation in the past and in the current times, the perception of the ‘other’ is being taken into account.  Thus the national self awareness is also determined by reference to the  ‘other.’
For case of India the event of Partition is seen as an inevitable turn of events. While the current view of Pakistan is in terms of an active supporter of terrorism. Also due to the unstable democracy in Pakistan a view is that [I somehow liked it very much] ‘An army looking for a country’. Most of the Indian perception about Pakistan is derived from pre-partition memory and the wars that followed with Pakistan. Thus we see that the notion of the ‘other’ is interwined with our past as well as our present.
Ideology and Textbooks
The state in both the countries wants to present its ‘approved’ version of the history to children to inculcate in them the qualities of an ideal citizen of the given state. No wonder that the history as seen in the different frameworks will be different. In this approach the textbooks are instrumental, and this is a direct descendant of the colonial past. Under the British rule in the sub-continent the history was presented in a version that was ‘suitable’ for the administrators. In case of India the Kothari Commission showed willingness to turn nation building into an ideology and to see the education as a prime instrument to propagate it. In India there is a leftward tilt, with the political ideology being essentially modernist and progressive, while pedagogically it is conventional in character. Why this stark contrast in the philosophy and the pedagogy of the history being taught is the question that we want to ask. This is partly because it suits the state ideology so.
 In the case of Pakistan the urge to define and construct Pakistan as an Islamic nation occupies the central place in the system. The concern for national identity of Pakistan occupies form of an obsessive mission, for which ‘evidences’ are seen throughout the history of the modern era. Thus ideology is used in Pakistan to indicate a rationale for self identity.
  In India recent trends to ‘color’ the content have been started, against the official policy to propagate a secular version of the nation. The colonial past gives a common heritage to both the countries in terms of the central control over what is taught and how it is evaluated. In both the countries the prescribed textbooks form the de facto curriculum. Questions like
In what way did the revolt of 1857 influence the nationalists during the struggle for freedom?
  which do appear in exams relate to the fact that there is a way in which the revolt influenced the nationalists and this is the way which you are supposed to know and write about. Does this not destroy the notion of history itself, for the facts themselves can  be evaluated in terms of framework you see them in.
  I cannot help here but to bring from the philosophy of science the notion of ‘theory ladenness of data.’  This is one of the factors which led to the downfall of the Logical Positivists, in the late half of 20th century. What this essentially means is that whatever observations that we have, can be interpreted by us only in the terms of the theory that we are working with. This is something which you cannot do away with. The Logical Positivists on the other hand believed in the exactly opposite thing. They thought that the observations presented an objective truth which can be evaluated without any reference to theories. But this I guess is a normative position than a descriptive one as regards to the science. This view is obsolete in the philosophy of science and now philosophers do believe in the theory ladenness of data. More cannot be said to be true about the subject of history itself. Though it took some time for the philosophers of science to realize, this has been always the case with history. The notion that science is objective in terms of the outlook,  unlike history was abandoned.
  Here I cannot but restrain myself from giving example from George Orwell’s 1984, where in Ministry of Truth’s dictum says:
 
Who control the past, controls the future.
  Who control the present, controls the past.
Is this not what our governments are doing? The more I think about this more I am convinced that our present state has the form of the Orwellian state. Where in the past is rewritten so as the state is always right. The difference being that our textbooks were written once and have been propagating the same stories since then. Is not the state trying to control the future, in terms of the citizens that are being made by the education that is imparted to them. This I guess is the Nehruvian vision, where the educated elite are supposed to keep out of politics. Politics in most of the ‘good’ families is seen as a ‘dirty’ game, where people from ‘good’ families should not get involved. But does not the history stand against evidence to the fact that almost all of the people who were involved in the freedom struggle were from ‘good’ families. During the freedom struggle it was a prestige to be involved politics, but what has changed in the years in between so that the roles are reversed. What the education has succeeded in doing in India, is to dissociate the learned elite from the actual political situation in the country. Is this not the state at work?
Rival Histories
Now we come to the main part of this work, the rival histories that the school children of the two countries are being presented with in the schools. The words and events which have a common meaning in one country have totally different in the other. The very word freedom has different meaning for both the countries, India ‘woken up,’ whereas Pakistan was ‘born.’ Here again I would like to borrow an idea from the philosophy of science; Kuhn’s idea of incommensurability. The basic idea is that different theories or paradigms can be hard or impossible to compare, in a properly unbiased way. Thus when we see the different events in modern history, in the two different paradigms of the two states, they no wonder appear to be entirely different. To say that one version is correct and another a distorted version of it, is to loose the whole point so what is being said here.
The memory of the struggle with the British has great memory for both of the newly born nation states of India and Pakistan. The emergence of the national identity forms a central theme in the histories of both the nations. For the consolidation of the nation state, this memory needs to be preserved and passed on to the next generation. Only then the nation state will be successful, otherwise be in demise. Thus the state itself works towards its own growth and welfare, just as The Party in 1984. This is done for the respective nations by recasting the record of their freedom struggle into a narrative for the young.
Hence we
have two prototypes of the same event, one which serves the interest of each nation state. Thus were born the two ‘master narratives’ for the two nation states. But the question is, should they be the same? In both the states the school historians take the ‘national’ and ‘approved’ stance on the past.
So what is the framework in which this evaluation is done in? In this work, three themes have been explored in the context of the material presented in the textbooks of the two nations.
  1. Politics of mention: By politics of mention it is meant the decision to include or exclude a particular name or event in the discourse of history. This in turn is directly influenced by larger process of identity building.
  2. Pacing of the end:Both the systems have a different pacing towards the end of the struggle. The aspect of story telling having many linkages to the politics involved, but it also has to do with nature of educational system, how it treats knowledge as a body of fact. More attention is given to the individual facts, rather than to the connections between them. Also there is a rapid movement between events, without ascertaining the causal relationships if any between the end.
  3. Conception of the end: Both the narratives come to a stop in 1947. The end point is conceptualized very differently in the two master narratives. For the Indian master narrative the freedom and partition is seen as a great achievement, along with terrible sense loss and sadness, and a sense of failure to subvert a conspiracy is embedded. Whereas in case of  Pakistan it is seen as a remarkable achievement, which is somewhat mitigated by a sense of injustice. For the Indian master narrative the history starts in ancient times and comes to an end in 1947. And in case of Pakistan, the ‘end’ marks formal beginning of the nation state called Pakistan. In fact the history of Pakistan starts from 1947.
Blurred Divergences
With the given animosity present between the two countries we would expect that the histories present in the textbooks would be mirror images of each other. But this is not the case, the two narratives are related but in a highly complex manner. Both the narratives follow a path which see to it that the events and persons mentioned the master plan of each. It is not that eminent personalities are portrayed as villians in the other history. Both focus on ‘high’ politics rather than social dynamics; decisions taken by eminent leaders and British administrators. The freedom struggle is treated as an allegory, composed for the purpose of reminding the young that they are inheritors of great storehouse values. One of the epistemological difference between the two versions is that the Pakistani version focuses more on ‘how’ was freedom achieved and the Indian narrative focuses on ‘why’ it had to take the form it did.
A Beginning Located
So what is the starting point in both the master narratives? Both the master narratives take the Rebellion of 1857 as a starting point of the route to freedom, which ends in 1947. The textbooks of both sides convey the impression that rebels were inspired by a dream of national independence. But the words such as ‘national’ or ‘nationalist’ are not qualified and are not cautioned against. The very fact that these notions do not apply in that era as they apply now is seem to have been forgotten by the writers on both the sides.  So we come to a question of whether there was there any ‘nationalism’ in the revolt of 1857? Most of the Indian writers answer this question positively, and see the revolt as the ‘first war of Indian independence.’ As of now there is not any clear consensus on the issue. One of the ironies that the revolt presents is that of the so called ‘rebels’ and the ‘educated Indians.’ Whereas the rebels are presented to be against the British, the reasons cited are political and religious, whereas the various religious and social reformers who were contemporaries of the same rebels are presented in an entirely different light. What is forgotten that the very reformers which have supposed to lay the seeds of the social enlightenment in India were very supporters of the British rule.

 Children [and I guess even most adults] are not allowed to realize that events of 1857 look remarkably different from different perspectives. In the Pakistani textbooks the events of 1857 have to be placed as the formal beginning of the master narrative. 1857 is seen as an attempt by the Muslim rulers to throw away the British rule and re-establish Mughal rule; attention is brought to the fact that Muslims as a community were willing to fight for rights and status. So who according to the narratives are the heroes of 1857? The Indian narrative answers in plural as
Mangal Pandey, Rani of Jhansi, Tatya Tope, Bahadur Shah Zafar, Nana Saheb. But in case of the Pakistani texts the discussion of 1857 is not elaborated much. For any elaborate discussion on 1857 would show that Muslims and Hindus were capable of fighting as an unified force, and this would certainly not fit in the master narrative of Pakistan. For Pakistani writers any pedagogic narrative should serve a dual role; it should describe how the colonial rule ended and should also explain how Pakistan came into being. So this represents a problem for the writers of ‘Pakistan Studies.’ The other dilemma is in the structure of the narrative itself. One of the key figures in the start of the Pakistani master narrative is Sir Sayyid Ahmad Khan, who is presented as a ”great hero” and sided with the British during 1857. So how will Pakistani writer solve a dilemma like this:
 If it is a war of independence waged by the Muslims against the hated British foreigner, how can Sir Sayyid Ahmad Khan, who sided with the British and condemned the native rising be presented to the students as “great hero” and “the greatest thinker of Pakistan?”
So what do we make of this?  The events in 1857 can be seen as a last convulsive movement of protest against the coming of west on the part of traditional India. Though the revolt did have great influence on the subsequent struggle, it is hard to say that it was in any logical way connected to this struggle. In both the narratives the scale of the violence that took place in the revolt remains vague. Why should be this so? This is an unanswered question.
 Both in character and content the topic of national character contrasts sharply with the revolt of 1857. The textbooks even at the lower classes attempt to convey to children a notion of the reform movements; terms like ‘tradition’, ‘progress’, and ‘reform’. But how much of this the children are cognitively capable of learning is a question. I guess even how many adults can understand these notions. For the Pakistani writers the aim is to impart the ability to ‘understand the Hindu and Muslim differences and the resultant need for Pakistan’. Whereas for the Indian writers the idea of secularism has to take root in the nineteenth century reformers. Hence they are said to be ‘deeply influenced by the ideas of rationalism and humanism and of human equality’.
We now take a look at the presentation of Sir Sayyid Ahmad Khan in the two narratives. In the Pakistani master narrative he is the key figure post 1857 and most of the attention is on the Aligarh movement. The foundations of the Pakistani Master Narrative are established in this era. The categories ‘Hindus’ and ‘Muslims’ are constructed, with some stereotypes accommodating the master narrative. The ‘Hindus’ are given certain essential unalienable properties which are supposed to the part of their nature. They are supposed to be cruel, manipulative, unreliable.
The idea that there was a tacit understanding between the Hindus and British to undermine and rule the Muslims runs through the master narrative. Thus Muslims are seen as the oppressed lot who rose for themselves to create a separate state. Sayyid Ahmad Khan is presented in Pakistani textbooks as solitary person ahead of times; a great leader and a visionary and most importantly who introduced the idea of two nation theory. Though he is verbalized as a great man; he is a as a tool to stigmatize Congress. The connotations that Congress has are that it was a pure Hindu body, and it is used to stereotype Hindus as selfish and sectarian people.
In the Indian narrative on the other hand Sir Sayyid Ahmad Khan he is just one of the many reformers that are present during that era. Three major themes of his work are covered in the the textbooks of both sides. They are:
  1. Conciliatory view of the British.
  2. Caution against representative democracy and Congress.
  3.  Institutional work to promote Western Education among the Muslims.
But only the last one is emphasized in the Indian textbooks, so that he becomes just one of many. The special status that is awarded to him in the Pakistani context is absent in the Indian context.
Tools that are required to read into the cultural awakening are not presented to the students. Even if somebody wants to understand the meaning of the terms involved there is no potion but to memorize.
When one reads the texts the unfortunate impression is given that Congress was set up in one day, with clear cut aim for the liberation of India from the British rule. Just as the anti-Hindu sentiments run throughout the Pakistani master narrative, the idea of ‘Divide and Rule’ by the British runs throughout the Indian master narrative. The partition of Bengal on the religious lines is an example of this. But in the Pakistani master narrative Jinnah’s participation in the Congress during the Bengal movement period is suppressed in the Pakistani texts as it does not fit their master narrative, in which Congress is a purely Hindu body and primarily anti-Muslim.
The formation of Muslim league is presented as if it was a natural outcome of the conditions present then. Since the Congress was a purely Hindu body, the Muslims were left with no political organization of their own. So to make the voice of the Muslims to be heard the formation of a Muslim political organization was the only alternative left. The Muslim League was formed as a result. The Muslim League thus steps out of history assuming the status of quasi-divine mechanism that Muslims of India always needed. The formation of the Muslim League is presented as culmination of social and political awakening of the Muslims. On the other hand in the Indian textbooks the creation of the Muslim League is seen as another version of the ‘Divide and Rule’ policy of the British. Thus we see that how one event viz. the formation of the Muslim League ‘fits’ properly in both the master narratives, which have their own agenda of reaching the summit in 1947.
Unity and Breakup [1916-1922]
Even though there were basic ideological differences present in the view points of Congress and the League some sort of communal harmony was present during the events leading to the Khilafat and the Non-Cooperation Movements. So we see now this era of harmony between the two political parties is portrayed in the two textbooks. It is at this juncture that Gandhi enters the political scene in the Indian narrative. As he became the leader of the national movement, the movement is transformed. The transformation of the movement was in terms of the class and the region of the people participating in the movement. Thus the movement became a mass movement due to arrival of Gandhi, and he is seen as a hero in the Indian context. Contrastingly in the Pakistani texts Gandhi is characterized as a ‘Hindu leader.’ The significance of Gandhi’s entry into politics is reduced significantly. The very fact that during this period the freedom of Pakistan depended so much on the freedom of India is oblivious to the writers [and hence to the readers] in Pakistan.
The Khilafat Movement
In the Indian context the Khilafat movement marks the high point of Hindu-Muslim unity. This incidence is always seen in a secular light, hence the triumph of secularism is seen as a guiding value of national movement. The Khilafat movement is to be seen as ‘golden opportunity for cementing Hindu-Muslim unity and bringing the Muslim masses into national movement‘.  On the other hand for Pakistani writers Khilafat along with Hijrat, is remarkable for the fact that Hindus and Muslims worked jointly for their success, but this could not continue because of `the hostile attitude of the Hindus toward Muslims became evident.‘ Also the idea of anti-Muslim sentiment runs throughout the narrative. This statement reveals this idea; `It is obvious that no Hindu could be seriously concerned with whether Khilafat was to survive or not.’ In the Pakistani texts the  Jinnah’s opposition to Khilafat movement is suppressed, as this would not fit the master narrative in the light of the later events. Maybe somebody should raise a question:  How can Quaid-e-Azam oppose the Khilafat movement which was so dear to the Muslims?
As far as the Pakistani narrative is concerned Gandhi is presented as a shrewd character who used the Khilafat movement for attaining his goals. The fact that Gandhi called off the Movement after the Chauri-Chaura incident is portrayed as a decisive moment in Muslims organizing themselves instead of looking for allies. Whereas in the Indian context Gandhi’s role is unique and has three broad dimensions:
  1. A mass leader.
  2. An imaginative strategist.
  3. A social reformer.
Gandhi is the superman of Indian politics, he can do no wrong. The status that Gandhi achieved remains a mystery, so do the reasons for choices he made. There is no way the readers can understand the political games that were played, in the era, as only facts without much interpretation is presented. As far as Gandhi is concerned in the Indian narrative, politician in him is left out; only Mahatma remains. One of the basic premise of Gandhian thought that substituted the value of loyalty to state by self imposed structure of moral behavior is not discussed. The withdrawal of the Non-cooperation gives us the side of Gandhi as a whimsical leader; the explanation. The instinct in the Indian master narrative is to present secularism as an innate value of Indian nationalist movement. This allows the Indian writers to present demand for Pakistan later as sudden and ahistorical an act of manoeuvre on the part of Jinnah and the British, which is seen as a part of the ‘Divide and Rule’ policy of the British empire.
After the mid 1920s after the withdrawal of the Khilafat movement the writers with difficult years to dwell on.   For the Indian narrative there are no dramatic events in this period. There was a lot of communal violence that took place during this period, which is ignored by both the sides. As the Pakistani narrative dwells on the characterization of the people on religious lines viz. Hindus and Muslims, the Indian narrative calls for characterization in terms of  ‘nationalist’ and ‘communalist’. The young are trained to regard ‘nationalism’ and ‘communalism’ as antonyms.Nationalist as ones who fought on behalf of all Indians; communalist as one who fought for their own communities.
Why is this done? Why is the violence sidelined in both the narratives? One of the basic argument given in this favor of is that children should not be exposed to violence. But is this a valid argument? The reason for not exposing the children perhaps lies in the nature of nation building role which schools and history textbooks are supposed to perform. This role demands filtering out of the record of communal violence from the narrative of the national movement to whatever extent possible. Why should be this so?
 In the Pakistani texts a key difference that is evident is in the portrayal of Congress. Congress is portrayed  as a single, cohesive, Hindu body, without any internal differences. The Hindu Mahasabha, which was the right wing political party of the Hindus is politically and ideologically merged with the Congress. This is done so that a Hindu Congress can be well targeted in the Pakistani master narrative.
The Nehru Report
The report prepared by Motilal Nehru, known as the Nehru report is passingly mentioned in the Indian textbooks. But this report is one of the milestones in the history of Pakistan. From what is found that in the earlier episodes of history there is a difference of perspectives and approach in the two master narratives, but in this case there is a total disagreement. This is seen as the last straw of Congress-Muslim relationship. Jinnah presented his fourteen point program in response to this report. Whereas this response by Jinnah is hailed by Pakistani texts, as a step towards the reality of a Muslim nation, in the Indian texts this response is seen as ‘communal’ in character. In fact in the Indian texts there is a tacit policy to give no significance to organized Muslim response at the  secondary level. To regard such demands as purely communal in nature, and to hold such ‘communal’ demands in sharp contrast to ‘national’ demands is to equal to thinking ahistorically. Then in such a framework of  ‘communal’ and ‘national’ where does the support that Khilafat movement got [which was purely religious] fit in? Clearly the Indian textbook writers are missing the point here. How can one movement be ‘communal’ and the other be ‘national’? This clearly shows it as attempt to evaluate a given event with variable standards so as to ‘fit’ the master narrative.
After the 1930s the common points of reference between the two narratives become scarce, and they diverge rapidly. The two narratives employ different persons and events which lead to the desired end. The Indian narrative becomes vary fast in this case, whereas the Pakistani one becomes very slow detailing events that lead to the formation of Pakistani nation state. At this point  how and why make the crucial difference between the orientations of the narratives.  After the naming of Pakistan occurred, Pakistani account finds adequate reasons to under emphasize or altogether ignore even major events afterwards. On the other hand in the Indian narrative the task is to celebrate the struggle and the triumph of the ‘secular’ inspiration; due to this political struggle of religious and other separatists is forgotten. Even the mention of the names of important separatists like Subhas Bose are passingly mentioned.
Since the ‘communal’ activities increased in the last decade, Indian historians have to race through this decade. But in the Pakistani narrative this is the decade worth discussing. In this decade the Indian textbooks mainly concentrate on the civil disobedience movement. And the discussion usually starts with Gandhi’s Dandi march. But the issues and conditions under which this act was done remain mysterious. What exactly Gandhi hoped to achieve by this and why did he do it are unanswered questions. What is presented in the texts is just the factual information about the march without explaining the deeper meaning associated with it. Most of the Indian texts suppress the fact that civil disobedience did not attract the Muslim participation. Also worth noticing is the fact that reference to the Round Table Conferences and  Poona Pact are meagre. The Indian historians looking at the events in the decade with a secular lens, fail to even mention the communal divide amongst the various sections in India. The reader is thus left unaware of the gravity of the communal problem present during this time. Still the image of all Indians, regardless of their religions, fighting against the British rule runs through the narrative. This creates an epistemic shock when demand for a separate Muslim state is made in the 1940s and the demand seems unjustified and ad hoc.
In Pakistani texts the three main things that, have a different focus than the Indian texts are.
  1. Focus on Iqbal’s Allahabad speech.
  2. Lack of emphasis on Civil Disobedience.
  3. Importance given to all three round table conferences.
And the key issue for the Pakistani texts remains the Congress’s refusal to acknowledge the minority problem. This struggle is presented in many texts as the struggle between the Father of Nation on the Indian side and Quaid-e-Azam on the other:
Gandhi insisted that there was only one nation India which were Hindus. But Quaid-e-Azam replied that Indian Muslims were also a separate nation of India which had its own interests.
Thus we see that the facts are once again presented in a way so as to fit the master narratives, leaving out the things that do not fit in, emphasizing only the aspects that do fit in the narrative.
The Government of India Act [1935]
Texts of both the countries mention the main provisions of this Act, in which regional governments were setup, in the different provinces, with the majority being in the hands of Congress. In the Indian texts little is said about the Congress being in power; the era presents no inspiring events for the reader. In the Pakistani texts the results of the election are portrayed as a shock to the League, and which saw a gloomy future for the Muslims if a democracy is setup in India. The Muslims due to smaller numbers will have no say in the government so formed democratically. This brought the Muslim league to the ground reality,  also led the transformation of Jinnah from idealist to political realist.
During this era the Congress governments did some works, which is very sketchily or not mentioned at all. One of the works that Congress governments introduced was the Gandhi’s Wardha scheme for educational reforms. This is not mentioned or elaborated in the Indian texts. But contrastingly in the Pakistani texts this is one of key issues to be discussed. But why should just some educational reforms, that too at the school level should be worth discussing, when other major events are not discussed?
One of the key features of the Gandhi’s Wardha Scheme was the use of child’s mother tongue as a medim of instruction. Particularly in the United Provinces this meant that  the traditional education in urdu to be replaced by that one in hindi. This scheme was seen as an alternative to bookish education. But in the implementation of the scheme many things happened which no body anticipated. The song of vande mataram was supposed to be sung by all school children, which is considered as anti-muslim in nature. Also in every school portraits of Gandhi were placed, which further made muslims irate. And finally the school were to be called vidya mandirs which means a temple of education, but this was very provocative for the muslims. The Muslims saw this scheme as a means to destroy their religion, by aiming at their children. Thus if the children are targeted and taken away from Islam, there would be no next generation of Muslims left in the country. This was a grand plot eliminate muslims forever. The interesting point to be noted is that, Gandhi had deliberately left out religious instructions in this scheme. But the things went the other way.
The contrast between the two texts sharpens as we enter the last phase of the struggle. Quit India movement is the major event in the early 1940s in the Indian narrative, whereas Lahore resolution is the major event in the Pakistani master narrative. The Quit India movement gives the Indian school historian a perfect material to dwell upon and write about in the master narrative. All the key elements of the narrative are present: adventure, heroism, moral struggle and determination. The movement is portrayed as the ultimate patriotic adventure with no trace of politics. The INA follows the Quit India and maybe seen as a continuation of the same. The differences between Subhas Bose and Gandhi are not highlighted. In case of the Pakistani master narrative Lahore resolution is the master narrative, whereas Quit India presented as detached, uninspiring story. The Muslim League is shown to have attained clarity and cohesiveness due to its bitter experience with Congress. The fact that League would push for independence not only from the British but also from Hindus, is seen as unavoidable.  The Pakistani authors appear to be gripped at this juncture by the urge to trace and retrace the familiar record of past references to Hindu-Muslim differences and the idea of partition. The names like Lajpat Rai and Savarkar appear along with Syed Ahmad Khan and Iqbal in context of the idea of partition. Here the Congress is represented as a cohesive Hindu body aimed at destroying the Muslims.
The Cabinet Mission is mentioned, which was supposed to but what it meant or why it failed is hardly explained. The Congress-League relations in this era are not emphasized, while the Cabinet Mission plan is trivialized. In the Indian texts the structuring is around the anxiety to explain why the congress accepted partition. A feeling is created that partition was not completely inevitable but was allowed to take place. Now since the secular nationalism is a superior force, its proponents accepting proposal of division based on religious lines calls for an explanation. A distinction is made between the ‘acceptance’ of an impending course of events and the ‘acceptance’ of the inspiration that this impending course of events was based on. The second part consists of mitigating the scale of success which morally inferior idea of communalism achieved by forcing Partition. ‘The Nationalist leaders agreed to Partition of India in order to avoid the large scale blood bath that the communal riots threatened. But they did not accept the two nation theory.’ Thus Partition is seen as an outcome of circumstances, not as the failure of Congress’s ideology.
In the Pakistani narrative this is the peak of the narrative, the accomplishment of Partition is ascribed to Jinnah. Jinnah is portrayed as semi-divine visionary who succeeded against all odds in getting what he wanted. But the irony about the portrayal of the freedom struggle is that instead of its portrayal as inevitable destiny, it is a product of political happenings. The Muslim League is ascribed the intention of not letting the Congress gets it way, despite the backing of British. Thus we find in both the narratives the British being targeted as being the conspirators with the ‘other.’ A deep mistrust of the ‘other’ along with the British is present in both the narratives.
Here again one finds that the violence and the human tragedies that followed after the partition is not elaborated at all. It does not find more than a few lines in both the master narratives. As with the violence of 1857 the violence and bloodshed is underplayed. There can be three reasons which can be said about why violence is so under represented in both the texts.
  1. Partition is merely one of the topics that has to be covered.
  2. Sanitization of the freedom struggle.
  3. History as presently conceptualized, is incapable of dealing with the violence and suffering.
Some Reflections
We see that the histories of India and Pakistan as represented in their school textbooks have a relation that is far away from simple. The two narratives are related in a complicated way, to understand which it is hard for us as members of the Indian sub-continent to come above and see. It would be very hard for people like us to realize that the history that has been presented to us is ‘biased’ in a way so as to fit the ‘accepted’ or the state approved version of the history. But to have this realization is hard and once you have it it is still harder to let it go. You then tend to ‘see’ every thing with suspicion, with a feeling that you are being indoctrinated into something by someone who is invisible. Then the conspiracy theories are abound. But this realization must come from within, it is hard to come from without.
As for the Indian and Pakistani narratives, I have found a nice analogy which fits both the narratives. If we visualize the path from 1857 to 1945 as a path leading to a mountain summit, we can easily accommodate both of the master narratives nicely. Thus we have the events of 1857 as the starting point from where both the narratives diverge, the paths of the summit are different. Towards the summit the paths take different turns and different events happen in each of the expedition. Some of these events are seen by the people who have taken the ‘other’ path some of them are not. So in a log of the two expeditions which are our master narratives the politics of mention is thus taken into account. Each expedition encounters in their route something that the ‘other’ does not. As for the final summit, when they reach there in 1947, the members of the expedition look past each other and they are looking in different directions as, we see the idea of freedom is different in both the countries.  Partition signifies end of history in India; in Pakistan it signifies birth.
Reference:
 Krishna Kumar
Prejudice and Pride
2003, Penguin
PS: For a very dramatic account of the events leading to the freedom of India and Pakistan, and the violence that followed afterwards I would recommend
Freedom at Midnight by Larry Collins and Dominique Lapierre. Also for the events of 1857, fictional but highly readable account is Manohar Malgaonkar’s The Devil’s Wind. 

Passport Blues…

The Passport Adventure
Finally the day arrived that I applied for the passport.
This was pending from a long time literally, [6 years to be precise!]. The preparation for this grand event began about two weeks before.
The first thing that we did was to look at the list of the required documents. Sorry boss, no ration cards, electricity or telephone bills or election IDs at the present address. What do I do?
Oh yes, there was one ray of hope for people like us, who are abandoned by the government in terms of our identity. The list read thus:

Proof of address (attach one of the following): 

Applicant’s ration card, certificate from Employer of reputed companies on letter head, water /telephone /electricity bill/statement of running bank account/Income Tax Assessment Order /Election Commission ID card, Gas connection Bill, Spouse’s passport copy, parent’s passport copy in case of minors.

This is from the Passport Department’s website here [italics mine]. Well I has these two, so I was happy. 
The other major thing was proof of date of birth. The website reads thus:

Proof of Date of Birth (attach one of the following): 

Birth certificate issued by a Municipal Authority or district office of the Registrar of Births & Deaths;

Date of birth certificate from the school last attended by the applicant or any other recognized educational institution; or an Affidavit sworn before a Magistrate/Notary stating date/place of birth as per the specimen in ANNEXURE ‘A’ by illiterate or semi-illiterate applicants. 

Well this I had the SSC mark sheet has date of birth.
Also I had to get these two Annexure B and I. Well I got the Annerxure B thanks to our office administration. And Annexure I thanks to a security guy in the office whose brother did the job. Took the photosof passport size [3.5 cm x 3.5 cm] also they have come okay [I guess]. As compared to other photos of mine. 🙂
Also for the ECNR stamp, I was required to show that I was at least 10th pass. So I decided to give the highest one that I have got viz. M.Sc. mark sheet; one of the two achievements of my entire life, the other one being my selection at HBC.

Well then compiled the other documents. The list of documents to be submitted read thus:

1 Proof of Address
Residence proof from the office
Statement of Bank Account
2 Date of Birth Proof
SSC Mark Sheet
3 Annexure B [Office ID Proof]
4 Anexure I [Standard Affidavit]
5 M.Sc. Marksheet for ECNR
Thus we were ready!
Then we filled out the form on the website, which gave us an ‘appointment’ for the application. The date was fixed on 9th April 2008 [Tai’s Birthday] and the time was 11:30 am. This is what the website reads:

Please visit Passport office on the appointed date and time. You should arrive at RPO about 15 minutes before the appointed time and proceed to the respective counter. On line applicants do not need to obtain a  token number for submitting their applications. You will not have to wait long in the queue. 
Well the last line brought a B
IG smile to me. Such a care taken at a government office; I was impressed.
Another good news was waiting for me, we could also submit the form at Chembur so that we don’t have to go all the way to Prabha Devi to just submit the forms. The address of the above office was taken from the Mumbai Police Helpline number 1090, where the attendant was surprisingly very helpful. No irony intended here. I mean it. The guy on the other side of the phone was really helpful. I wish everybody in the Government office [at least the PROs] were like him.
I was the happiest being in the universe. 
So the fateful day arrived, we had done everything else except one minor detail of actually filling up the form, of whatever columns was left. We thought of doing this the night before, but Mishraji went to sleep when I was going to the office. So it was decided that we fill up the forms in the morning at 8:30 am, and go to the office in Chembur at about 10, as opposed to 11 suggested by Mishraji.
Had our breakfast and went on the Wind Wolf. Well the address that Mishraji and I had was in exactly opposite directions; so total confusion about where to go. 
First we went to the office behind the fine arts society building. But this was a mistake the Passport accepting office was at the other end in Chembur colony. So went there. There were very few people in line there, but why should we worry we had an appointment at 11:30 and we were early for it, for it was just 10:25 !
When we went inquiring we were directed to a lady who was checking the forms. Yess! We were finally there, my six year old dream of getting a passport or at least the first step towards it seemed to be coming true. 
I told the lady that we had an appointment even though she ws checking some forms. 
But, then, किंतू, परंतू, लेकिन …..
Well this was the end of the dream run that we have had so far…
The lady on the desk in told me in a way characteristic of a a government office person:
अाम्ही ईथे रोज फक्त ३० फॉर्म घेतो. ३० टोकन दिलेले अाहे, तर तुम्ही ऊद्या या, अाज तुमचा फॉर्म घेता येणार नाही. 
Meaning that: ”Everyday we take here only 30 forms only. For today 30 tokens have already been given, so we cannot accept your form.”

But how can this be? I tried to argue that we had an appointment, and were not supposed to stand in any line or take any tokens! But she would not budge and told us that the website appointment did not have any relevance. WTF! 
I mean, I could not believe it. How can a government website be so misleading. Even then I did not loose my cool, I kept on insisting on the word ‘appointment’, so be it she must have thought. Then she told us that if you  want to avail the appointment you will have to go to Prabha Devi head office. When I asked her about how to go there, she was staring towards me in disbelief. Huh, this guy wants to go there?
Anyway without receiving much help from her I went out and met some constables who directed me towards the Prabha Devi Passport head office, which was after Siddhi Vinayak. Well if this is how it is supposed to be, then let it be. Today I had to submit this form.
We still had about 50 minutes to reach there, I estimated that we could reach there in about 35-40 minutes, which was correct. When in the old office at 11:15 so we had a sigh of relief. But this was also short lived. We were told that passport submission happened in Bengal Chemical Bhavan, which was nearby. How much nearby he did not specify. Anyway we found it was really nearby. 
Hmm, spirits were high again, we can finally make up for the appointment at 11:30. Well here I felt more than happy when I saw a long line of people with passport forms in their hand. We laughed at them. Idiots. In this age of internet how could be there fools who were applying directly, waiting for tokens, uggghhh, I was seeing dumb people. With smart asses like us, who were net and tech savvy, we can really be ahead of the rest of the tech haves-not! Ha ha ha ha….
At the end of the line we were greeted by a security guard. Who asked us
क्या काम है?
We with our chest held high told that we have an appointment and we had to submit our forms. So far so good. Then he spoke some pearls of wisdom for us:
अॉनलईन अपॉईंटमेंट का कोई मतलब नहीं. ये लाईन में लगे हुऐ सभी लोगों का अपॉईंटमेंट है. लाईन में लग जाईए, अापका अपॉईंटमेंट भी हो जाएगा.
Ha ha ha, I did not know what to do, neither Mishraji had any idea. This was one of those moments if I had a bulldozer, I would have razed the entire building. Talking to the guard was like talking to a wall. It was not his fault, he was just doing what he was told to. Then whose fault is it? Did the people at NIC made a typo [or several] while making the website? Anyways these questions for me would be like enduring questions for time to come…
Now we ran towards the end of the line, here again a few people were added since we went past it. So we were left at end of a very long line. There we came to know that we were not alone in being fooled by the online submission’s claim of 

You will not have to wait long in the queue.
The sun was laughing down on us. All of us fools who were standing in the queue for the appointment. People around me were relating how they fell for this just like us. Also taking the government machinery for its lethargy and stubbornness. Anyway we were pacing forward at one tenth of snail’s pace. The only aim was to get inside the hall and we thought that all our troubles would get solved in a jiffy. Anyway till 12:45 we got in the hall and…

There was a total chaos in there. We were supposed to go to the 8 number counter. The queues for different counters did start differently but as they grew long, in the end all merged into a mass of people, who barely knew which line was where. One by one the people were leaving and we were progressing in the queue. 
Some of us did panic, as there were boards around saying that acceptance of forms and fees will be only till 12:30. But then someone told us that it is till 5:00 pm. Now all this standing in queue in the sun was showing up. I had not had water in the morning and was feeling really thirsty. The only cooler in the room was not working. But there was another escape root. There was a CCD counter. We ate some sandwiches and shakes which made us feel better. Meanwhile Mishraji had ventured outside and got us a water bottle which was not available at the CCD counter. [Note: Always carry a water bottle whenever you are outside in Mumbai, the thirst might just kill you!].
Till the lunch time we got really close to the chairs. Chairs the all important chairs. Never in my entire life I have craved for one, the way I was craving for it then. We were just one number away from the chairs when the Lunch Time was commenced. Not good will have to stand at least half hour more, without seating. Taking a clue from another person who was sitting merrily on the floor I decided to do the same. What a relief it was!
At last the lunch time got over and our man was back at the place where we all wanted him to be. Well he had become really charged when he had returned. He quickly send out a lot many of them and we finally did have a space to sit!
Some people from the pre-lunch session returned, whom our guy had send running for various things. One of the guys in blue shirt was really made to run and sweat. He was with his wife and mother I guess. But in the end much later he had his work done. 
Well but all this ate upon our waiting time in the queue. So when we were just a few people away the entire thing came to a standstill at least for us.
 
I was loosing all the energy to fight or otherwise. The bottle of water was a precious resort, which we both were banking upon. Just then Mishraji realized that he had not attached ‘two self attested copies of all the documents’ he had only one! In a hurry he went outside, and got the copies. Phew! That was a close one.
Well I noticed another thing, I had not brought the original bank passbook only the copies. Bad. So my short list of documentary evidences was further shortened. I hope that this does not create a problem, so I decide not to attach it.
Finally we were there, at the counter; where they take the forms to give the passport
When I presented him with the documents, he asks me
काय अॅडरेस प्रुफ लावले अाहे?
[What address proof have you attached?]
I explained to him that the office had given me a letter as a proof of residence which fitted in the categories given on the website. He said in plain words:
हे चालणार नाही.
[This is not good enough, it is not acceptable.]
When we insisted we were sent to see a साहेब at the 19 number counter. Mishraji followed the same as we both had evidences. We went to the officer concerned, who was in argument with someone over a passport which was lost.
Finally he had some time for us. He had a look at us and our evidences and asked 
तुम्ही स्टुडंट अाहे, अाणि गव्हरमेंट सरव्हंट पण?
[You are both students and government servants?]
Then I explained to him that I was doing my Ph.D., he assumed the same for Mishraji. Then he finally gave a nod for us and said our evidences are okay. So after thanking him we ran back to8 number counter, where our man was sitting doing others jobs. We told him that the officer has given the nod. Then he asks 
मग त्यांना, please accept, असे लिहायला सांगा.
[Ask him to give in written that this is acceptable.]
We went back to the officer and he duly wrote 
GS + Student and Annx B on our forms with a green ink.
So finally we were back at the 8 number counter. The queue which was  behind us was getting shorter and shorter with more and more people being disposed off. When we went back, he was not happy even after that with the documentary evidences. So he went all the way down to some other guy at counter 10, ad asked him advice about our ‘complicated case’. Well he asked what other documentary evidence did we have. I told him that I have Institute ID, PAN card and Bank pass book copy but I forgot to bring the original passbook. He looked not very happy. He asked me other non-relevant questions like 
तुम्ही काय काम करता? PhD चा विषय काय? Stipend भेटतो का? किती भेटतो? ितथे काय entrance असते का? पारपत्र कशाला हवं?
[What work do you do? What is the subject of your PhD? Do you get a stipend? How much? Is there an entrance to get into the institute? What do you need passport for?]
Then after much deliberation he finally nodded. And asked us to get the copies of the ID, PAN card and we were done. I hurried to Hall number 2, where there was a Xerox facility on a Canon copier. 
Anyway after the copying, I came back and Mishraji was no where to be found. He apparently went all the way out to get copies not knowing that there was a copier in hall number 2. Poor guy.
When I went back to the counter, the guy at the counter told me to come after everybody else’s thing got over. As ours was a ‘complicated case’. It was about 4:30 So we had to wait for 10 more minutes, when finally Mishraji appeared all sweating. And we finally got to submit the documents. We had to make two sets of all the documents ready, which we did. 
Then he asks for a proof of place of birth. Well this was not mentioned anywhere. Any way he also gave a solution for that, that we write a note which claimed that we were indeed born in the places we said we were born. And that was it. Good!
Finally after last scrutiny he affixed stamp on it and I had to sign it. And I proceeded to give the fees 1000 INR. But Mishraji had a problem, he had not attached two copies of the Annexure I or the affidavit. Well I also had not….
Then came back to the person and told him, that I also do not have two copies of the affidavit. He was surely pi
ssed off on me and angry too, but it was all my fault. Okay he had to remove staples and give me the affidavit back. We almost ran back to hall number 2 and got the affidavits copied and ran back to hall number 1. 
Well finally we submitted the form and stood in the line to give the fees. Well at the fee counter if you were paying by 500 or 1000 denomination notes you had to write their numbers. Well we did that and the lady at the counter asked me what was my subject of MSc, when I replied physics she commented physics is hard. Well I never knew doing MSc in physics would come useful in this way. So when I paid the cash I finally thought it was over, but destiny had other plans….
And O remembered this line from Bombay [sorry Mumbai] Boys…
अभी खत्म नहीं हुअा च्युत्ये…
The lady at the cash counter told me that I had not filled the form completely!! Both me and the gentleman at the counter were taken aback. What I had not filled was that the witnesses for my testimony at the home address, in one of the copies of the form.
The guy almost invited me to fill the form in a satirical way. When I did fill it, it was finally over this time.
The guy at the counter told me only due to stamp of TIFR that he had entertained me… 
Well so far so good. 
I hope that there won’t be any further adventures left for me.
And now I am waiting for my passport to come…
P.S. My passport has finally arrived on Friday 15th May 2008 in HBCSE. Unfortunately me being in Pune will have to collect the passport on Monday. Now for the facts the passport did arrive in a record 36 days, 9 days before the scheduled date of 45 days. Thanks to all the officials who were involved. The Indian bureaucracy has large inertia, so that it takes a large time to get it going, but when it does it does get going.
Ciao
🙂 


The Demarcation Problem

What is the demarcation problem?
I want to discuss an acute problem which philosophers of science have to face. The question it self is quite simple. You don’t have to be genius to understand the question, but the answer to this question is far from simple.
The question put simply would read something like this:
What is the difference between science and non-science?
Or
What is science?
If you ask this question perhaps to a school going kid, you will probably get a good and clear cut answer, Physics, Chemistry and Biology are sciences, [also perhaps mathematics also?]. Also the
perhaps this is the view not only school going kids but their teachers also feel and so do practicing scientists.
Most of the lay people are afraid of science and scientists. The very idea of science is mystical and scientists are seen as the worshippers of the nature itself. This is the common image which is also portrayed in the media, [so it is popular or it is the other way round?]. In the movies scientists are [if they are not the protagonists] shown as causing almost the end of the world, or having no hearts but for the subject of their study. This is the label of evil genius which has been put on them. The list of examples would be endless. But to give a few of my own favorite ones are as under:
Uma Thurman as Poison Ivy in Batman and Robin

And Mike Myers as Dr. Evil in the Austin Powers series

This can be easily seen that the public opinion about science is not what can be called good. Another thing to add here, if we in general see that there is an attribute scientific to any thing then the thing is has to be rational, logical and something that can be relied upon. Take for example the warning which every cigarette smoker reads but ignores, this warning is supposed to be `scientific’ so that you have to take it seriously, no bullshit here, this is what scientists say. This is The Truth, with a capital T. All these concepts are what I call the traditional concepts in Philosophy of Science [PoS hereafter], have a root in the beginning of the 20th century.
What is the point of bringing all this up in an philosophical discussion? Wait, what we will see is the fact that the things just mentioned have a very deep root in philosophy. What we want to do is to explicate this root.
We start our discussion with the so called modern era of the philosophy, which was mostly in the last century. In this era a group of philosophers known as the Vienna Circle presented the first dominant view point, which persisted till the first half of the century.
But this will be in another post….


Of Bibliophilia…



Well the other day while surfing the net I found some thing about me. Something about the things that I do has been so clearly defined,I never even wondered that there could be people who have defined and categorised terms like this one.

See this and you will understand. [Or is it this?]
This is one attribute that I certainly have. Collecting and reading books is a passion that I nurtured from my childhood. The ones that I had and read in my childhood were the comics. I read a whole lot of them, covering entire series. So when I went to collect `old’ comics at the Sita Bardi old book sellers, I did got interested in the other books they were selling. So I started buying them also. Initially the budgets were very low, so….
The major ones that I brought in this time were the Russian published Mir titles. I collected a lot over the years and they form one of the most prized collections that I have.
When I shifted to Pune visiting the Deccan `bridge’ became almost a ritual. Almost all the books I acquired during my stay in Pune were brought from Mr. Prabhakar and co. I don’t even have a photo of these guys, maybe next time I go, I will get one…

Update: This is the photo of Mr. Prabhakar that I took in the last trip..
I became one of the regulars there. And so were others….
Also another incident happened in Pune, which really made me in this regard. Me and Samir went to a certain prestigious library, where we were told by the librarian “We don’t need people like you in our library.” Well this really changed my attitude towards possession of books. Books are the key to the code of that knowledge, why it should not be open to all in a free society…
Ebooks are going to change this. You don’t loose an e-book when you give it to someone.
There is another thing that is a bit strange which has happened with me many times. It is cannot be certainly be put in rational sense. The idea that I have is that books call me! Yes you read it right. I many times feel incredibly attracted towards a book when I see it. I mean,  I feel that I have to have this book, there is no compromise….  I don’t know how to explain this, but the books that I have got by this `intuition’ have proved to be immensely useful to me one way or the other. They have at times opened an entirely different world altogether for me.
Some of the titles that I got by this `intuition’ are Larry Collins, Dominique La Pierre – Freedom at Midnight, Douglas Hofstadter, Daniel Dennett – Mind’s I, Martin Gardner – Why’s of a  Philosophical Scrivener among others.
I did not know before that such books even exist. Let alone their content. But when I saw these books I felt this very strong `urge’ that the book is saying, “Take Me with You.” Maybe you are wondering that this guy is nuts, maybe I am but this is what I have experienced.
My life is taking me westwards, literally. Nagpur to Pune, now Pune to Mumbai. Further west is the sea, where do I go from there?
Leaving Pune among other things I had one pain of leaving `the bridge’. Because I had become addicted to go there. Even if I had less money, had no other work, I had to go there. I dunno, maybe it had become an OCD.
Also another thing that I want to tell is about what I feel when I am going through a stack of books at the book seller. I have got used to the shops that I visit frequently so that I know where to look what I want. In exhibition it is  many times much more messier, as the organizers themselves don’t know what the stock of books is. Also when I scan a set of books I look for certain features that I cannot describe, maybe it is like the irrational Logic of Scientific Discovery which Karl Popper proposes. But here again I can find books which others cannot spot.
When I came to Bombay, I became a regular at the Fort and Matunga areas. It has been quite some months since I have visited Matunga, but fort I do frequent a lot.
Each time I go I have another subject or theme  which is added in the books that I look for. The broader subjects include
Physics, Mathematics, Astronomy, Electronics, Chemistry, History, Philosophy, Art, Education, Science fiction, psychology and so on…
Also with the ebooks, this collection has been taken to altogether another dimension, now I have about 7000 e-books [and counting]. In this case maybe the bibliomaniac definition is true for me.
Try these and I hope that you won’t be disappointed
ALL CREDITS TO THE ORIGINAL UPLOADERS!!
Space [both mental and physical] really becomes a problem when you have such more books to handle than you can. Anyways it has been and I guess will be a problem for me throughout my life. But I am happy that I have this problem.
Till then wish me another book…

Old Ex Libris for me!

Vasai and Arnala

The Aim: To Do Vasai [Bassien] and Arnala Forts in one single trip.

The day finally came when the planned trip to Vasai fort had been finalised. This fort was long overdue. Maybe from last 4-5 years. Finally the party was decided. Finally the party was Mr. Jagdale and me. Sumit descended from Pune the night before and the rendezvous point was first decided at Dadar, but then changed to Bandra.

I woke up at 5:15 and woke up Sumit at 5:30 am. The scheduled meet was at 6:30 at Bandra Station. At about 5:50 I left HBC, since I had to get a ticket first, I had to miss two trains, and when I had the ticket, there was no train for next 15 minutes. Anyways reached Bandra at 6:45 via Vadala Road. Sumit wasn’t still there yet. So had to let go three more trains. When the last one was missed I guess we were the only two guys left on the platform. Anyways the next one was at 7:05 Virar fast. So we hopped up on that.

When the salt plains of Bhayendar could be seen we went to the gate. Early in the morning the coolness that you feel is really good. I wish the weather in Mumbai was the same throughout the day.

When we crossed the Bassien or Vasai creek a sense of freedom from the city of came. Anyways got down at Vasai Road at about 8:15. Then we checked into an Udipi hotel, had breakfast of the South Indian type.

We took an auto to Vasai Fort for Rs. 50 which we realised later was a larger payment than required. The drive through Vasai village gives you a feel of the country side. Along the road there was a market in which the locally produced [I guess] veggies were being sold. I had a desire to go and buy some, but considering the long day in front of us, decided against it. At the bus depot we took a left turn towards the fort. The fort became visible as we passed the Vasai police station. A part of the outer wall has been torn down to make the road, from where we currently enter the fort.

The fort has 10 bastions and is totally European in its architecture. The bastions are shaped like arrowheads, as opposed to rounded ones in India. The fort is strategically located to the North of Bassien creek. To the west there is marsh land. To east at present is the Vasai koliwada, to the south is the sea. To the north is the current city of Vasai . Out of the 10 bastions 9 were supposedly named as Cavallerio, Nossa Senhora dos Remedios, Reis Magos Santiago, Sam Gonçalo, Madre de Deos, and Sam Sebastião, Sam Sebastião.

Below is a sketch map of the Vasai fort, drawn from the Wikimapia images.

Compare this with the old Portuguese maps, which I found here.



A brief history of fort is available at Wikipedia entry on the same. Also I found this site very informative with some original images of the fort. The Fort was won by Marathas under Chimaji Appa in 1739, with much casualties, before that it was the Portuguese capital of North Konkan. When in its full glory the Vasai fort must have been wonderful. Even the ruins of the fort are magnificent. You get a feeling of being transformed into their era when you are in them.

The auto took us to the fort jetty by a straight road which goes through the fort. The jetty is at the southern end of the fort. From the jetty there is a gate to enter the fort. This is one of the original entrances to the fort, and was known as Porta do Mor. The other gate is on the land side of the fort and appropriately called Porta da Terra [This one we could not see, as we did not know that it existed, when we went to the fort]. There are two baobab trees at the entrance. The baobab trees are native of Africa, were supposedly introduced by the Portuguese in the area. Actually Sunjoy Monga’s book Mumbai Nature Guide lists Vasai fort as one of the sites which harbors the baobab trees in the vicinity of Mumbai, about 6 specimens are listed, out of which we could see 5. We missed a really large one which is at the right to the sea side entrance of the fort. The species that we have here is Adansonia digitata [known as गोरख चिंच [gorakh chinch] locally]. For interesting information see www.baobab.com

One interesting thing to note is that there still is a full wooden door, with all its ornamentation. I doubt it is the original one but it was a pleasant surprise nonetheless. As you enter the fort from this side there is a small temple on the left hand side, which was established by Chimaji Appa, when the fort was won.

The inner gate also has its wooden door intact.

We went up the stairs that are behind the small temple, which is one of the ten bastions of the fort [Though at that time we did not know that is was a bastion]. There were trees growing on the bastion floor!

The windows of the bastion overlook the Bassien creek and give a nice view of the mangroves below and the fishing ships beyond.


Sumit in one of th
e windows.

On the bastion a vine with yellow flowers was in full bloom. Ritesh the best taxonomer I know was not able to identify it [Id anybody?]. The plant was identified by Samir as Yellow Trumpet Creeper Macfadyena unguis-cati, also called Cat’s Claw. See the comment.
Then we went on to a cathedral. Deja-vu!! Simply because this location has been used in a lot of movies and also videos. Anyways the ceiling of one part of the cathedral is still intact. Though it has lost its lustre it must have been really magnificent.


This was our first major halt in the fort. The cathedral also has spiral staircase, which is very unique in construction. The steps and the axis are carved out in a single stone. See the picture and you will probably understand. Here again the bane of Indian archaeological sites viz. graffiti is abound. Some people are trying to make themselves known to the world at the cost of damaging and ruining our cultural heritage. Yuck!! I don’t know with what mentality people do this, are they trying to claim the place for themselves? Shame on them.

The tower below I guess is the highest point in what remains in the fort. There were parakeets on the overgrown trees on the top. Mr. Jagdale was full of adrenaline and he went along the walls to the otherside of the tower structure where this wonderful ceiling is present. He told that the ceiling part has been reinforced with concrete.

Here a lot of birds were seen, but could not ID[anyway I am not good at it] or take a shot at them. One bird of prey was in the sky above but did not get a good shot at it. [It is at moments like this I miss the telephoto lens 🙁 which I do not have].
We walked through dense cover of trees through a path, which took us to the citadel of the fort. The most prominent trees are mango [which was in full bloom], tamarind and dates.
The citadel of the fort has an entrance which is small but very beautiful. There must have been a statue on the door; an empty space is a reminder of that. This is the initial fort of St. Sebastian which was extended into the larger fort.
The Portuguese coat-of-arms on the gate.

Here you can see two non-pillars; see the photo and you will understand.
There were fisher folks in the fort trying to process their webs with some sort of dye. Inside the citadel there is a small pond, which had some herons in it. We went along the wall to the end of it near a bastion. This bastion is circular though. When we went out of the citadel, we came up to the senate house of the fort. Next to the senate house is the lake which is almost at the center of the fort. Along side the lake are two temples, one of Vajreshwari and Nageshwar.
From here we took a right turn, where there were more ruins.


A stone plate with something in roman script [Can anyone translate this?].

From here we went inside towards the unknown, there were people sitting we asked them about more places to visit. They said that one of the old churches has been restored recently and that we should see it. They were the guardians of the mangoes of the fort. We went by the way told by the guardians and landed up at another place, which Wikimapia says is the Old Convent of St. Anthony.

Now this was an awesome place.


Arches are numerous as can be seen from the photos below.


One of the features of this place is the fact that the floor here has many graves. Some of them have coat of arms inscribed on them and some have names and the year of the burial all in roman script.

From the inside of the convent.



Then after this we went to the restored Augustinian Convent. Most of the restoration is of concrete :(.
Some initials which I would like to decipher. The date inscribed is 1626.

But the ceiling is all wood, and I guess has been done as it actually was.


From here on we hit back to the citadel where we came from. After pas
sing the Nageshwar temple we came to the ruins of the Dominican convent. This is another place undergoing restoration. Lots of re-construction going on. This was also a hospital.


Is not the statue missing?
The coat of arms here too…

There was I guess a bell tower also here. From there we get to the main straight road which goes to the fort jetty. And across the road is the statue of the Chimaji Appa who captured the fort in 1739 from the Portuguese.

When the fort did not yield quickly Chimaji Appa said:

किल््ला हाती येत नाही, तर निदान माझे मस््तक तरी तोफेने उडवुन ते किल््लयात जाऊन पडेल असे करा.
Meaning: fort is not yet conquered, then put my head on the canon and at least make sure it lands inside the fort.
The geography of the Vasai fort is such that it allows attack option from the North only. On two sides the sea shore is there. And there are marsh lands on the other sides so blasting the walls with mines was not easy. But ultimately mines were laid and the Marathas got the entry through the Sebastian Bastion. Heavy casualties were inflicted on the Maratha side, about 12,000 as compared to about 800 on the Portuguese side. The Portuguese lost most of their generals and officers and the surrender was done by a Captain. The victory was described by Chimaji Appa thus:
या मागे युद््धे बहुत प््रापत झाली, परंतु मराठी फौजेस यासारखे युद््ध पडले नाही. सीमासीमाच केली. त््याचा िवस््तार िलहता विस््तार आहे. या जागा फत््ते होणे देवाची दया आहे.
Meaning [As I have understood, If you have understood it differently please let me know]: Before this Marathas have won many battles, but none like this one. This cannot be captured in words and this victory is beyond description. Conquest of this place is a grace of God.
The survivors were given a safe passage out of the fort and 8 days to take away movable properties. The fort and the buildings were ransacked and the bells in the churches were taken as mementos of victory. Two of the bells were installed at temples in Nashik and Sudhagad. You can see the pictures of the two here.
We went to the Sebastian bastion which lies to the backside of the Chimaji Appa statue. There again a magnificent baobab specimen is present.
The Sebastian bastion, from where Marathas gained entry.

The view of the bastions from the ground level, as they would have appeared to the attackers.

There is a small entrance here, which leads you out in the marshlands ahead. I took some shots of the bastions as they are seen from the ground level.
This was the end of our journey, we took an auto back to Vasai road station.
But this is one place I would surely like to visit in the Monsoons.
Now the journey continues to the next destination the Island fort of Arnala, but that will be another blog…

Why is this world so?

Why is the world the way it is? This question has been raised by most of the philosophers from time immemorial.
But I am not concerned with the worldly affairs on the largest scale. When I talk about this subject I am more concerned about the problems at hand, about the world which I experience, not the complete world which is `out there.’

What I want to know is that whether I had any influence on the kind of world that I am in right now. Was it the destiny that brought me here? Or is it that some decisions that I made [consciously or not] which have landed me in the world that I am in now.

As Neo says to Morpheus that he is not comfortable with the idea that he is not in control of his own life scares him. But that is the precise thing that I want to ask. Are we ever in control of our life or it is predetermined, whatever decisions that you take.

I know that this position cannot be falsified that is it cannot be tested, because whatever you do, it will claim that it was predetermined. It takes care of everything. Even our arguing about this way of thinking will be predetermined according to this world view.

So how do we come out of this. One way is to reject this position completely stating that nothing is pre-determined, we are what we do, or “we are what we eat.”

The Problem of Raj

Now that the dust is settling over the issue of `north indians’ in Mumbai, the central character in this issue Raj Thackrey has become known to more people that he was before.
The point I want to emphasize is that all of the media channels whether in print, electronic or otherwise have at most presented the half side of the story.

Most of them begin from the `provocative statements’ made by Raj, without mentioning the background with which they were made in. I am in no way supporting anybody, but then presenting a dialog as a monologue is is cheating on the people. What happened was unfortunate, but the way media portrays it is so bad, that as if the entire law and order situation in Mumbai has go bad. But this was not the case I was out on all the days in which the incidents took place, apart from the areas mentioned life was as usual in the other areas.

But the replaying of a 1 minute film of 1 incident 100 times does not mean that 100 incidents happened. This is what most of the people don’t understand, when a video clip is shown repeatedly they this is happening continuously, just enhancing the worries and tensions. Is this what media wants? To take the public in a rage; if the incidents were reported in a proper manner the mania around them, and characterization of Raj as a monster would not have happened. Media is behaving as irresponsibly as it can in this case. And the kind of `intellectualism’ that is being done is doing no good to the problem itself.

Let us take a look at the problem itself, which has caused this trouble. People from the `undeveloped’ parts of India come to Mumbai and other metros in search for the livelihood. This is most clearly seen in case of Mumbai, which also happens to be the financial hub of the country. So it is `natural’ for people to come here in large numbers. But why is this so? Since people in home states do not have enough employment opportunities they come here. So who is at fault here? Are the people in Mumbai at fault for the non-development of regions elsewhere? So my question is who is at fault?

Comments made by Raj has made a lot of people in lot of sections uncomfortable. Why is this so? His comments have exposed a lot things, about the `other’ states. If people call these events as failure of constitution in Mumbai, then what about other states. Going along these lines it seems that the constitutional machinery has failed people of these regions time and again, by not being able to provide them with ample and decent oppurtunities for employment. Thus the very politicians who are slamming Raj left and right are the real problem makers. If they being in power for so long like Lalu Yadav and Mulayam Singh could not do anything about their own state [like they wanted to ] what moral right do they have to call the situation in Mumbai a constitutional failure?

People who know this are the ones who are most uncomfortable…