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Caste Systems

The term caste comes from the Portugese casta (breed, lineage) and was coined by Portuguese travelers to India in reference to the social, economic, and religious system they witnessed. The traditional Hindu term is varna, and its earliest meanings include color, covering, tribe, and species. The caste system is easily the most controversial aspect of the Hindu tradition. It is defended as a religious expression of one's progression toward liberation or as a formalized division of labor. Alternatively, it is condemned as a form of systematized oppression and racism. Either way, it generates emotional and rhetorical assertions on both sides of the discussion.

The first mention of the fourfold division of society that serves as the basis of the system is found in the Rig Veda, one of the most ancient and sacred of the Hindu holy writings. The earliest elucidation of the system appears in the Laws of Manu, the authoritative law book (3rd century BCE–3rd century CE) that sets forth the duties and restrictions for members of each varna. For orthodox Hindus, this text remains the ultimate authority in most caste matters. In addition to varna, there are several additional sub-categories in the system, especially jati and gotra. Each category influences aspects of the lives of its members. Taken together, they have traditionally predetermined, to a large extent, almost every facet of the lives of Hindus in India.

Varna (caste)

It is uncertain as to when one's varna became determined by birth rather than occupation and role in the society. However, in early writings claiming to contain the words and teaching of the Buddha, already there are criticisms of the system and of deciding one's worth based on birth rather than actions. Nevertheless, once birth became the primary, or even sole, determinant, and caste became a closed group, it also came to determine, for the most part, one's occupation and possibilities for economic advancement, one's sphere of association and access to social involvement, one's marriage choices, and finally one's place in the developing religious hierarchy and access to religious activities and rituals.

The ancient system divided society into four varnas. The Brahmin was the priestly and learned caste. The duty of its members was to teach the others knowledge and wisdom and to oversee and lead the religious life of the community. The warrior and rule caste was called Kshatriya.The duties of its members were to protect and rule, in order to maintain a safe and stable society. The Vaisya were the agriculturalists and merchants. They grew and provided food and other necessities to the community. The lowest caste was the Shudra, which consisted of the laborers and servants. Their duty was to serve the other castes by doing all the menial and difficult physical tasks. Eventually, a fifth caste was added, the Panchama, or Antyaja, the “Untouchable.” Members of this caste were actually placed outside the system (avarna), either because of alleged transgressions made against established rules of conduct or because of the defiling nature of their occupations. Their duties involved cleaning up after all the other castes and undertaking those tasks that were too impure and polluting for the others castes to perform.

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