ISLAM as an all inclusive systematic religion is an interrelated set of ideals and realities covering the entire area of human notion and action, beliefs and practices, thought, word, and deed.
The concept of martyrdom (shahada) in Islam can only be understood in the light of the Islamic concept of Holy Struggle (jihad) and the concept of jihad may only be appreciated if the concept of the doctrine of enjoining right and discovering wrong (al-amr bi'l-maruf) is properly appreciated, and good and bad, [2] right and wrong, can only be understood if the independent divine source of righteousness, truth, and goodness (tawhid), and how the Message of the divine source of righteousness and truth has been honestly and properly conveyed to humanity through prophethood, are understood. Finally the divine message may not be fully appreciated unless the embodiment of this divine message, or the Model of Guidance, and the Supreme Paradigm (imama or uswa) is properly recognized.
We can thus see how the concept of martyrdom in Islam is linked with the entire religion of Islam. This whole process can be somehow understood if the term 'Islam' is appreciated. This is because being a derivate of the Arabic root salama, which means 'surrender' and 'peace', Islam is a wholesome and peaceful submission to the will of Allah. [3] This means being prepared to die (martyrdom) in the course of this submission. Thus the concept of martyrdom, like all other Islamic concepts, can be fully and wholly appreciated only in the light of the Islamic doctrine of tawhid, or the absolute unity of Allah and full submission to His will and command.
In this sense, the concept of shahada is no exception. All Islamic concepts are interrelated, and should be appreciated within the framework of the doctrine of tawhid.[4]
The concept of shahada in Islam has been misunderstood by both Muslims and non-Muslims. As stated above, shahada is closely associated with the concept of jihad. Most non-Muslim scholars, intentionally or unintentionally, have defined jihad as only the Holy War, and thus have understood neither jihad nor shahada.[5]
Martyrdom is not the monopoly of Islam (though it is the monopoly of spiritual, religious, and divine systems, and cannot be claimed by followers of materialistic schools). Islam introduces its own concept of martyrdom.
The Islamic concept of intercession and mediation (shafa'a) should be appreciated within the framework of the principle of causality, and not solely as spiritual mediation.[7] Islam rejects the Christian concept of mediation without the personal responsibility for the salvation of oneself.
The concepts of martyrdom and Holy Struggle in the cause of Allah are interrelated. Both words have been frequently used in the Holy Qur'an.[8]
The word shahada is derived from the Arabic verbal root shahada, which means to 'see', to 'witness', to 'testify', to 'become a model and paradigm'.
In this process, the keyword is 'truth' (haqq), its recognition and declaration, the struggle and fight for it, and the preparedness to die for its sake and thus set the model for the seekers of truth. The goal, motive, and the whole aim is the establishment of the truth. Jihad is the means for establishing the truth, and may lead to martyrdom, but does not necessarily lead to being killed for it in the battlefield, although it necessarily involves the continuous Holy Struggle, and death in the cause of the struggle.
We may therefore conclude that there is neither jihad nor martyrdom outside the realm of truth, that martyrdom applies only when it is preceded by jihad, that jihad is an inclusive struggle for the cause of the truth, that a mujahid dies the death of a martyr even though he does not fall on the battlefield. He dies as a martyr even though he is not killed, on the condition that he stays loyal to the divine truth and stands ready to fight for the truth and to defend it at all costs, even at the cost of his own life.
We have explained that a martyr establishes himself as a paradigm and a model. Both shahid (martyr) and shahid (model) are derived from the same Arabic root. In this sense, the concept of shahada is closely related to the concept of prophethood in Islam. Both the martyrs and the prophets are regarded as paradigms (2:143).
In Islam man needs guidance to the truth. The true guidance is from the whole truth, God, the Source of Truth and Guidance (50:6, 71, 88, 92:12). But since it is man who is to be guided, the guide should naturally be a man. Islam is the message from the source of truth, given to the Messenger as the guideline for leading mankind to the truth. Guiding humanity requires leading humanity.
The position of the prophets as the paradigms and model-makers in Islam gives the Islamic concept of prophethood a unique characteristic. Their main responsibility is thus leading and guiding humanity to the truth by being the true incarnation of God.[17] They do not intercede and mediate between the source of the truth and humanity spiritually, in the sense that they come to be crucified to pay for the sins committed by humanity through Adam. In Islam, everybody is responsible for his or her own actions.[18] Nothing and nobody can intercede between the sinner and God. The concept of intercession is Islam should be appreciated within the framework of the principle of causality.
Because the responsibility of the prophets is partly to provide the living example of the divine message, their message should be practical so that the rest of humanity, like them, is able to copy and follow them and practise the Message too.
Shi'ism being one of the fundamental and original sects of Islam, and staying loyal to all authentic Islamic doctrines, lays great emphasis on the doctrine of the leadership (Imamate) of the Muslim leadership. I believe it is not inappropriate to suggest that all of Shi'ism revolves around one major principle, that of the leadership of the Islamic community (umma).
The keyword in Shi'ism is thus Imamate, which means leading and guiding those in need of guidance. If the community is to be led and guided, the leaders themselves should be the leading examples of the faith in what they try to lead the community to believe in, and models of the code of thought and practice they try to lead others to practice. The concept of leadership involves three elements: (i) those who lead (imam), (ii) those who are to be led (shia, mamum), and (iii) the actual leadership, guidance, and code of leadership. The community cannot be lead unless those who lead believe in what they practice and in what they preach others to practice. In short, imams should themselves be the living examples and models for those they try to lead.
If prophethood and messengership involve two major responsibilities, namely, introducing and spreading the divine message, and setting the model and being the living example of the divine message, the Imamate involves only the latter responsibility.
The event of Karbala', the martyrdom of the Imam Husayn on 'Ashura', and the whole struggle he undertook, plays a very crucial role in the history of Shi'ism. Yet this unique historical event is seen by the Shi'a as a model event to inspire the Muslims. This is explained in the well known narration frequently quoted 'Every day is 'Ashura', and every place is Karbala'. This is partly why it has kept its dynamic, resilient, and revolutionary spirit, and features throughout history, and this is how Shi'ism truly reflects this spirit.
[1] A. Ezzati, The Spread of Islam, (1976), p. 55
[5] For this see N. Salihi, Shahid-i-Javid
[7] 2:218, 8:76, 9:115, 143, 13:43
[10] Farhang Jami'i, Mufradat Raghib. See 2:105, 143, 185, 282, 5:106