2023/08/12

Komjathy. Daoist Tradition: 3. Ways to Affiliation

  Komjathy, Daoist Tradition: 

An Introduction 2013
by Louis Komjathy

Table of Contents

Part 1: Historical Overview
1. Approaching Daoism
2. The Daoist Tradition

Part 2: The Daoist Worldview
3. Ways to Affiliation
4. Community and Social Organization
5. Informing Views and Foundational Concerns
6. Cosmogony, Cosmology, and Theology
7. Virtue, Ethics and Conduct Guidelines

Part 3: Daoist Practice
8. Dietetics
9. Health and Longevity Practice
10. Meditation
11. Scriptures and Scripture Study
12. Ritual

Part 4: Place, Sacred Space and Material Culture
13. Temples and Sacred Sites
14. Material Culture

Part 5: Daoism in the Modern World
15. Daoism in the Modern World

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3 Ways to affiliation
 
 
“Ways to affiliation” refers to the traditional ways in which individuals have become Daoists. Such paths also relate to the ways in which Daoism has become a tradition, especially the emergence of new movements and lineages. In addition, it draws our attention to the ways in which Daoists have established and extended parameters of inclusion and participation, a topic discussed throughout the present book.
Daoist ways to affiliation are diverse and complex. While there can be no doubt that lineage and ordination have occupied a major place in the Daoist tradition and throughout Daoist history, overemphasis on these institutional dimensions of Daoist religious identity may obscure one’s understanding. Considered comprehensively, Daoism is a tradition comprised of ascetics, hermits, ordained householder and celibate priests, monastics, as well as the larger lay membership, and there are diverse models of community within its contours (see Chapters 4 and 8). While many Daoist priests and monastics have located themselves in specific movements and lineages, and in the process privileged lineage affiliation and ordination, many “ordinary Daoists” did not. These were individuals and families who made up the vast majority of Daoists throughout Chinese history, and who supported the clerical elite, temple networks, and monasteries. While little has been written on the lives of “ordinary Daoists,” their own paths into the tradition deserve consideration. This includes the ways in which they expressed their own religiosity and sense of commitment. In many cases, this occurred under the guidance of Daoist leaders as well as established Daoist families. However, we do not know the specific motivations for their affiliation. Much of their lives probably centered on the cultivation of basic Daoist commitments, including ethical reflection and application (see Chapter 8), and on involvement with the larger Daoist community. Here we must recognize that the situation of Daoism in traditional Chinese contexts was radically different than in the contemporary world, wherein Daoism has become a global religious tradition. 
Daoist identity and adherence
Similar to the question “What is Daoism?”, too much ink has been spilt on the question of “What is Daoist?” and “Who is a Daoist?”. We must, nonetheless, attempt to gain some conceptual clarity. On the most basic level, a Daoist is an adherent of Daoism, a member of the indigenous Chinese and now global religious community. As discussed below and in Chapter 16, we may, in turn, make a distinction between “Daoist adherents,” those with formal commitment to and/or affiliation with the religious tradition, and “Daoist sympathizers,” those who find some aspect of that tradition appealing (see Komjathy 2004).
There are many “ways to affiliation” in the Daoist tradition. Traditionally speaking, these have included lineage, revelation, mystical experience, and ordination. Such dimensions of the tradition have set parameters for inclusion and participation. However, many of the most important “Daoists” in history were not originally Daoists; according to traditional accounts, they received revelations and mystical experiences that empowered them to establish new paths and transmit new teachings. Many of these individuals had no formal standing or training within the tradition before the associated revelations and mystical experiences; they were retrospectively incorporated into the Daoist tradition. So, while lineage and ordination are centrally important in Daoism, there have been Daoists, including hermits and ascetics (see Chapter 4), who lived on the margins of the established institution.
To claim Daoist identity is to claim, by definition, religious adherence and affiliation. As we have seen, Daoism is a religious tradition deeply rooted in traditional Chinese culture. So, to be a Daoist is to participate, in some way and on some level, in Daoism. This, of course, assumes understanding of and experience with that tradition. In a traditional Chinese context, such a statement would be relatively unproblematic, as such individuals might be part of Daoist families or communities, would have access to Daoist teachers and sacred sites, and would understand the various types of adherence in the tradition, including the corresponding commitments and responsibilities (see Chapters 4 and 8). They would be much more likely to understand the ways in which Daoists define their tradition, to recognize different forms of participation and social location, and to have direct experience with living Daoists and lived forms of Daoist religiosity. Spiritual direction as well as formal instruction and training would also be available. In the modern world, the situation is different. Especially in Canada, Europe, and the United States, most individuals have no access to such “resources.” They are most likely to have found “Daoist identity” through non-Daoist sources and popular constructions. They have different intellectual genealogies (see Chapter 16). As documented throughout the internet and in popular presentations, such individuals most frequently associate “being a Daoist,” or “being a Tao-ist” in keeping with their own self-representations, with believing in the Dao and following the principles of the Daode jing. They are most likely to equate “real Daoism” with so-called “philosophical Daoism,” which was “lost” by the “Daoist religion.” They thus, either explicitly or implicitly, denigrate the tradition from which they construct personal identity. Such popular and inaccurate constructions will be discussed in Chapter 16, so here we may focus on actual Daoist views.
Drawing upon the ethnographic study of religion, we may utilize the principle of self-identification for identifying Daoists (Komjathy 2004). Under this approach, anyone who identifies himself or herself as Daoist is, at least provisionally speaking, considered such (see also Chapter 16). This approach to Daoist religious identity is relatively straightforward in traditional Daoist contexts. There one would find ordained and lineage-based Daoist priests and monastics as well as “ordinary Daoists” and Daoist families who participated in the life of an identifiably Daoist community. The context, with its corresponding activities and commitments, would make “identifying Daoists” relatively straightforward. In a modern Chinese context, one could even discuss religious identity and affiliation with the individuals in question. However, this exercise becomes more challenging in pre-modern contexts. It assumes that the individual uses indigenous terms approximated by the Western category of “Daoist.” Such is frequently not the case as one’s local community may be more significant than an abstract designation like “Daoism” (referring to the tradition as a whole). That is, many of the individuals in question would speak about being a member of something like Shangqing or Quanzhen. As these are Daoist movements, our identification of them is relatively unproblematic. In addition, the relative importance of a unifying name like “Daoism” (daojia-daojiao) varies depending on context. For pre-modern Chinese Daoists, and especially in the early and early medieval periods, the claim of Daoist identity and affiliation was most often invoked as a distinction from Buddhists and Confucians, and it most often occurred in the context of Chinese court politics, specifically in attempts to secure patronage and increase power and cultural capital. In a pre-modern context, Daoist self-identification as such was less frequent. However, that context, coupled with historical understanding and institutional parameters, makes self-identification unnecessary. We may identify them as “Daoists” because they clearly were Daoist adherents and members of the religious tradition (see also Chapter 12; cf. Kirkland 2004; Silvers 2005).
As mentioned, in the case of the historical study of Chinese Daoism, the topic of religious identity and affiliation assumes indigenous Chinese terms. Some of these include daoren, daoshi, daozhang, huoju, and jushi, among others. These terms relate to types of religious identity and affiliation as well as degrees of adherence covered in other chapters. They also have corresponding commitments, obligations, requirements, and responsibilities. Daoren (lit., “person of the Dao”) may refer to anyone committed to and affiliated with the Daoist tradition. It refers to a “Daoist” in the most generic sense of the word. Daoren may refer to the whole spectrum of Daoist religious adherence, including ordained priests, “ordinary adherents,” and individuals who claim or exhibit Daoist affinities. In technical usage, daoshi (lit., “adept of the Dao”) refers to ordained Daoists, whether priests or monastics (see also Kirkland 2008a). Daoist priests may be married householders, associated with Zhengyi Daoism, or monastics, associated with Quanzhen Daoism. As discussed below and in Chapter 13, there are different types of Daoist ordination and different understandings of clerical identity. Daozhang (lit., “elder of the Dao”) is also used to designate Daoist priests and monastics (daoshi ), but it has a variety of meanings. In the most technical sense, daozhang refers to an ordained Daoist priest who has been trained and is qualified to perform Daoist ritual. This is primarily a Zhengyi definition, and in that context such priests are also call lushi (“register adepts”) based on their formal receipt of registers (see Chapter 13). In the context of modern Zhengyi Daoism, especially in Taiwan, priests also make a number of other distinctions (see, e.g. Saso 1972a, 1978; Schipper 1993). Returning to the term daozhang, it is also used by contemporary Quanzhen Daoist monastics and laypeople as an honorific form of address for ordained Daoists. It may be used as a generic form of address to Daoist priests and monastics, or it may be added to a surname, as in Chen daozhang (Daoist Elder Chen). Like chujia (lit., “leave the home”), huoju (lit., “fire-dwelling”) is a sub-type of daoshi. It indicates a married and householder Daoist priest, usually affiliated with Zhengyi. This designation may be implicitly or explicitly monastic, as it assumes monasticism as normative. Similarly, jushi (lit., “householder adept”) usually designates initiated lay Daoists; in the case of modern Quanzhen, this term is often used for householders who are lay disciples of a specific teacher or lineage. All of these terms derive from specific periods and often have contextspecific meanings; they also tend to privilege institutional expressions of Daoist religious affiliation, identity, and adherence. Other related terms include “female Daoist” (kundao; nüguan; see Chapter 4), “immortal” (xianren; see
Chapter 6), “recluse” (yinshi; see Chapter 4), “renunciant” (chujia; see Chapter 4), as well as various ritual appellations (see Chapter 13). This is not to mention “teachers” (shifu; see below and Chapter 13), whose qualities deserve careful investigation.
From these indigenous Chinese terms, we can see that the English term “Daoist” and other Western cognates obscure as much as clarify Daoist religious identity. On the one hand, most of the major indigenous Chinese Daoist technical terms do, in fact, recognize the importance of the Dao. For daoren, daoshi, and daozhang, the Dao, at least ideally, is their ultimate concern. By extension, the most basic meaning of “Daoist” is someone who reveres the Dao. At the same time, Daoists make a distinction among types of affiliation and degrees of adherence. Students of Daoism are sometimes surprised by this, given the apparently universal nature of the Dao. We may make a number of initial points. As discussed in more detail in Chapter 6, dao is a Chinese character and a Daoist cosmological and theological concept. It is both culturally and linguistically Chinese, and a specifically Daoist name for the sacred. Perhaps in contrast, theologically speaking, it exists beyond the confines of the Daoist tradition. As one Chinese Quanzhen Daoist commented to me, “Daoism may cease to exist, but the Dao will not.” From this perspective, the “Dao” indwells in each and every being, and it is possible for someone to be aligned with the Dao outside of the Daoist tradition. However, that is not a Daoist path, a path associated with the Daoist tradition. Moreover, on a theological level, one may understand Daoism as the tradition that transmits the Dao. It is a community of practice that orients one towards the Dao and provides direction concerning such realization. These points draw our attention to the contributions and limitations of tradition and of lineage. The indigenous Chinese concepts also problematize the Western category of
“Daoist.” From a Daoist perspective, there are types of Daoists, including ordained priests and monastics (daoshi ). These are the community elders, spiritual elite, and religious leaders. They are those who have fully dedicated their lives to the Daoist tradition. There are corresponding commitments and responsibilities (see Chapters 4 and 8). While Daoist adherents (Daoists), including ordained priests and monastics, have traditionally recognized various forms of affiliation and participation, it is not anything goes. To be a Daoist is to recognize and support the religious tradition which is Daoism.
Reverence for the Dao is a necessary but not a sufficient condition for Daoist religious affiliation. From a more traditional Daoist perspective, the Dao is one of the external Three Treasures (wai sanbao), which include the Dao, the scriptures, and the teachers (see Chapter 5). In contemporary China, Daoists have attempted to set basic doctrinal requirements, possibly under the influence of Christianity, such as belief in Laojun (Lord Lao) and acceptance of the Daode jing as authoritative. Rather than take a normative or sectarian stance, we may rather identify patterns from the tradition. Generally speaking, Daoism is not a tradition based on orthodoxy or orthopraxy (cf. Saso 1972a, 1978), at least not under the control of a centralized institution or authoritarian interpretive community. While there are foundational Daoist views (see Chapters 5–7) and representative practices (see Chapters 8–13), Daoist religious commitments are diverse. There are also many models of Daoist practice and attainment (see Chapter 1), many Daoist paths to the Dao. Daoists have tended to emphasize the importance of affinity, community, connection, embodiment, lineage, place, tradition, transmission, and so forth. Primary forms of Daoist religious practice include ethics, dietetics, health and longevity techniques, meditation, scripture study, and ritual. Primary forms of Daoist religious experience include mystical experience, revelation, and spiritual direction. There are also various forms of Daoist community (see Chapter 4), with a strong emphasis on the importance of place (see Chapter 14).
An additional point involves conversion to Daoism. Historically speaking, Daoism has not been a missionary religion, and in this respect resembles Eastern Orthodox Christianity and Orthodox Judaism, where religious identity and ethnic identity are nearly synonymous, and conversion is either a matter of personal affinity or actively discouraged. Chinese Daoists have tended to understand Daoist religious identity and Han ethnicity as interlinked. To be Daoist is to be Chinese; it presupposes Chinese cultural, linguistic, and perhaps ethnic identity (see Chapters 1 and 16). While some “non-Han” peoples, such as the Ba and Yao and a small minority of Koreans, converted to Daoism in earlier Chinese history (see Chapters 2 and 16), they always accepted the necessity of cultural assimilation on some level, especially in terms of ritual and scriptural uses of language. This pattern continues in the modern world, where many Chinese Daoists have a higher degree of respect for “foreign converts” who are rooted in the tradition, including facility in spoken and written Chinese.
At the same time, beginning in the Period of Disunion and from the Tang dynasty to the present, Daoists increasingly adopted the Buddhist-influenced belief in karma and reincarnation. This challenges institutional and ethnic constructions of Daoist identity, and opens up the possibility that earlier Chinese Daoists have been reborn as members of other ethnicities in other countries. Contemporary Daoists also frequently speak of “predestined affinities” (yuanfen). That is, an individual’s affinity with Daoism may be both existential and theological, may come from a place both within and beyond the momentary. Thus, to fully understand Daoist affiliation, identity, and adherence requires knowledge of the Daoist tradition in general and actual Daoist views in particular. 
Lineage
Lineage has occupied a central place in the Daoist religious tradition from its earliest beginnings in the Warring States period (480–222 BCE). Here lineage refers to a particular line of spiritual ancestry, a line passed from teachers to students. In Daoism, this line may be biological, spiritual, and/or institutional. Daoist lineage is about connection, connection to the Dao and to a specific religious community and teacher. It is genealogical in the sense that one remembers and remains committed to ancestral origins. In this way, Daoist lineage affiliation and recollection might be understood as one expression of the Daoist principle of “returning to the Source” (guigen) (see Chapter 5)—the source of the teachings, the community, and the tradition.
Like any religious tradition, Daoism may be mapped according to its conception of the sacred, the names that designate that tradition, as well as the specific movements that comprise the tradition. The diagram of Daoist locatedness on the following page is a cosmological one that privileges the Dao, the sacred or ultimate concern of Daoists (see Chapter 6). From this perspective, the Dao manifests in/as/through the cosmos, world, life, and self. This suggests that it is possible for “non-Daoists” to have an affinity with the Dao, but there are specific paths and forms of relationship that are specifically Daoist, that are connected to the Daoist tradition (see also Chapters 1 and 2). Through tradition the Dao is re-membered and expressed. Moreover, Daoist communities provide spiritual guidance for “returning to the Source.” Viewed from a Daoist perspective, the Dao is also that from which of all individual beings originate and in which they participate. The Dao is their innate nature (see Chapters 5 and 7). Finally, viewed from a socio-historical and cultural perspective, the Dao might be located in the innermost circle, as it is a Chinese character ( 道 ) and Daoist cosmological and theological conception (see Chapter 6). To invoke it is to invoke the tradition on some level.
 
FIGURE 2 Daoist Locatedness
The traditions of the Dao, the specific communities, movements and lineages that comprise Daoism, also receive other designations. These are usually associated with particular “founders,” revelations, scriptures, and often places. Such movements are streams flowing into and out of the larger tradition, with the latter comparable to a river flowing towards the ocean of the Dao. Lineages are the tributaries that flow into and out of the streams of the Daoist movements. These are usually associated with major teachers or systems of practice. Members of specific movements and lineages in turn often understand their affiliation in terms of ancestry (see Yao and Zhao 2010: 33).
The earliest evidence of Daoist lineages is found in the Zhuangzi (Book of Master Zhuang) and other texts of classical Daoism. Harold Roth has labeled these early Daoist master-disciple communities as “inner cultivation lineages” (see, e.g. Roth 1996, 1999a; also LaFargue 1992), and careful study and reading shows that they were at least as diverse as the movements of organized Daoism. In addition to the textual evidence discussed below, we know about these earliest Daoist lineages through the compilation and transmission of classical Daoist texts (see also Schipper 2000, 2008). This point specifically relates to the Laozi (Lao-tzu; Book of Venerable Masters) and the Zhuangzi (Book of Master Zhuang), both of which are anonymous multi-vocal anthologies with a variety of textual and historical layers.
For example, the Laozi, more commonly known as the Daode jing (Tao-teching; Scripture on the Dao and Inner Power), is usually read in the thirdcentury CE redaction of Wang Bi (226–49). This standard, “received edition” consists of 81 verse chapters. However, there are not only many editions, but also two early archaeological manuscripts: the Mawangdui silk manuscripts (dat. ca. 168 BCE) (see Henricks 1989), and the Guodian bamboo slips (dat. ca. 300 BCE) (see Henricks 2000). These recent archaeological discoveries and philological research reveal the Laozi as an anonymous multi-vocal anthology with a variety of textual and historical layers (Lau 1963; LaFargue 1992; Kohn and LaFargue 1998). There is no single author. There is much to recommend the view that the received text is an anthology of earlier (perhaps 5th and 4th c. BCE) oral traditions that were later (by at least 168 BCE) codified into a “coherent” text. Thus, one may tentatively identify at least five phases in the historical compilation of the received Daode jing: (1) oral traditions, including mnemonic aphorisms; (2) collections of sayings; (3) early anthologies; (4) codified, classified, and edited anthologies; and (5) fully integrated and standardized editions. For this reason, we should translate the title Laozi as Book of Venerable Masters, rather than the more conventional Book of Master Lao. The received text is thus a collection of teachings from various teachers and communities living between the fifth century BCE and the second century BCE. In combination with the material history of “books” in ancient China (see Chapters 12 and 15), the very fact that the teachings, practices and experiences contained in texts such as the Laozi were compiled and transmitted points to an early Daoist religious community. Members of this early Daoist community sought to embody and transmit its values.
Scholars have also studied the Zhuangzi as an anthology derived from various Daoist “families” or “schools” (jia).1 One might also choose to refer to the latter as strata, voices, or lineages. The received text, the thirty-three chapter redaction of the Xuanxue representative Guo Xiang (d. 312), is conventionally divided into three sections: (1) Inner Chapters (1–7), (2) Outer Chapters (8–22), and (3) Miscellaneous Chapters (23–33). While the Inner Chapters are attributed to Zhuang Zhou (ca. 370-ca. 290 BCE), the namesake of the Zhuangzi, the remaining twenty-six chapters are quite disparate. This has led some scholars, such as A. C. Graham, Liu Xiaogan, Victor Mair, and Harold Roth, to attempt to categorize them. Following Victor Mair’s schema, the classical Daoist inner cultivation lineages documented in the pages of the Zhuangzi include the following: (1) Primitivists (Chapters 8–10; parts of 11,
12, and 14); (2) Individualists (Chapters 28–31); (3) Syncretists (Chapters 12– 16, 33); (4) Zhuangists (Chapters 17–22); and (5) Anthologists (Chapters 23– 27, 32) (Mair 2000, 37). Although there are debates about how best to categorize the chapters, and about which chapters or sections of chapters belong to which lineage, modern scholarship indicates that the Zhuangzi is an anthology of multiple early Daoist teachers and communities. These teachers and communities were committed to cultivating the Dao, but they often disagreed on the most efficacious methods and on the extent of its application, specifically in the realm of social engagement and political involvement. If one were more daring, one might also use these lineage distinctions to interpret the disparate layers of the received Daode jing.
Another noteworthy feature of the Zhuangzi is the presence of various teachers and students. Some key Daoist masters who appear in the text include Songrongzi (Master Dwelling-in-Beauty; Chapter 1), Liezi (Master Lie; Chapter 1), Lian Shu (Joined Brother; Chapter 1), Nanguo Ziqi (Adept Dissimilarity of South Wall; Chapters 2, 4, and 24), Changwuzi (Master Enduring Hibiscus; Chapter 2), Cook Ding (Chapter 3), Bohun Wuren (Uncle Obscure Non-identity; Chapters 5, 21 and 32), Nüyu (Woman Yu; Chapter 6), Huzi (Master Gourd; Chapter 7), Thief Zhi (Chapters 10 and 29), Guangchengzi (Master Expansive Completion; Chapter 11), Tian Zifang
(Adept Square Field; Chapter 21), Gengsang Chu (Chapter 23), Xu Wugui (Ghostless Xu; Chapter 24), Zeyang (Sudden Yang; Chapter 25), Lie Yukou
(Chapter 32), and, of course, Lao Dan (a.k.a. Laozi; Chapters 3, 5, 7, 11, 12, 14, etc.) and Zhuang Zhou himself (see also Mair 1998). Of these, Ziqi is identified as a member of the Nanguo (South Wall) community, which also included other adepts such as Ziyou (Adept Wanderer; Chapter 2), Zikui
(Adept Sunflower; Chapter 6), and Yanchengzi (Master Flourishing Completion; Chapter 24), an alternate name for Ziyou. We may, in turn, create corresponding lineage charts such as the one on the following page.
If we then wish to understand classical Daoism on a deeper level, specifically in terms of lineage-based teachings, we would read the relevant texts much more carefully. For example, when Nanbo Zikui (Adept Sunflower of Southern Elders) asks the female master Nüyu (Woman Yu), rendered as “Woman Crookback” by Burton Watson and also translatable as “Feminine Self-reliance” or the “female recluse,” about Daoist practice, she recounts her instructions to Buliangyi (Divining Beam-support).
NÜYU’S INSTRUCTIONS TO BULIANGYI
“I began explaining and kept at (shou) him for three days, and after that he was able to put the world outside himself. When he had put the world outside himself, I kept at him for seven more days, and after that he was able to put things outside himself. When he had put things outside himself, I kept at him for nine more days, and after that he was able to put life outside himself. After he had put life outside himself, he was able to achieve the brightness of dawn, and when he had achieved the brightness of dawn, he could see his own aloneness (du). After he had managed to see his own aloneness, he could do away with past and present, and after he had done away with past and present, he was able to enter where there is no life and no death.” (Zhuangzi, Chapter 6; see also Daode jing, Chapter 20)
 
CHART 2 Examples of Classical Daoist Inner Cultivation Lineages
Following these practice instructions, most likely stages of realization attained through Daoist apophatic meditation, Zikui asks Nüyu, “Where did you learn this?” Nüyu in turn traces her lineage: It begins with Yishi (Copying-the-Beginning); extends from Canliao (Merged Solitude) to Xuanming (Mysterious Obscurity), Yu’ou (According-with-Songs), Xuyi (Anticipated Application), Niexu (Whispered Oath), Zhanming (Revering Luminosity), and a grand-disciple of Luosong (Repeated-Recitation); and then becomes transmitted to a disciple of Fumo (Aided-by-Ink), who is the teacher of Nüyu (see also Schipper 2000). It is open to debate if any of these names refer to real people; one might prefer to understand them as symbolic representations of spiritual insights and religious commitments. However, even if the names are imaginary, many of the stories and teachings appear to derive from actual master-disciple communities, from early Daoist lineages. Especially noteworthy here is the fact that the text identifies the later part of the lineage as deriving from a “grand-disciple” (lit., “grandchild”; sun) of
Luosong (Repeated-Recitation) and from a “disciple” (lit., “child”; zi ) of Fumo (Aided-by-Ink). Here is a prototypical lineage construction that would become central in organized Daoism. In addition, a number of the early Daoist masters receive various honorific titles designating an “elder.”
Although the personages of the Zhuangzi are often identified as “characters” in some kind of proto-fiction (see Mair 1998; Kirkland 2004, 33– 9, 126–7; cf. Campany 2002, 98–100),2 I would thus suggest that in many cases they were either actual Daoist adepts or characters based on actual individuals, many of whom would have been community elders. It is especially noteworthy that we find the classical Chinese grammatical construction related to lineage connection: teachers are identified by their surname or religious name followed by “master” (zi ), while their disciples are identified by a nickname preceded by “adept” (zi ), the same character. That is, when one is a student, zi precedes a nickname; when one becomes a teacher, zi is attached to one’s surname or religious name. This relationship is determined by context, whether textual or social.
These various details demonstrate that classical Daoism was a religious community, a series of master-disciple lineages (see also Roth 1996, 1999a: 173–203). It consisted of individuals and communities, albeit diverse and only loosely associated ones, aimed at “cultivating the Dao.” In this sense, they were individuals oriented toward the Dao (“Daoists”) and part of an emerging tradition of the Dao (“Daoism”). That tradition had foundational views, values and commitments, practices, and models of attainment, some of which are discussed in the chapters of the present book. We might, in turn, understand the indigenous category of daojia, “Family of the Dao,” as referring to these inner cultivation lineages (see also Roth 1996, 1999a). Evidence of its own sense of community, as an alternative to other early Chinese cultural movements, may be found in Chapters 15, 23 and 33 of the Zhuangzi and in Chapter 41 of the Daode jing. The former includes a hierarchical ordering of practice models, with Chapter 15 beginning with five inferior forms of practice, including health and longevity practitioners, and culminates with the privileged and advocated Daoist approach (see Chapter 10 herein). This is the classical Daoist commitment to apophatic meditation and mystical praxis. We also find an emphasis on the importance of practice and attainment in Chapter 41 of the Daode jing.
 
CLASSICAL DAOIST DEGREES OF
ADHERENCE AND COMMITMENT
When the highest adepts hear about the Dao, They are diligent in their practice of it. When the middle adepts hear about the Dao, They wonder whether or not it exists. When the lowest adepts hear about the Dao, They laugh loudly and mock it.
If they did not laugh, it would not be the Dao.
(Daode jing, Chapter 41; also Chapters 15, 21 and 23)
As this passage indicates, the early Daoist community, like any religious community, consisted of people with varying degrees of affinity and commitment. So, we find some unnamed “venerable master” complaining, like so many Daoists after him, about his fellow adherents not understanding and practicing the teachings (Daode jing, Chapter 70). These adherents are referred to as “adepts” (shi ), which eventually became the technical term for an ordained Daoist priest in organized Daoism. With various degrees of formality, lineage remained central to both early and later organized Daoism. Unfortunately, at present, we do not have much information on the fate of the classical inner cultivation lineages, including the degree to which such lineages survived into the Han dynasty. We do know that lineages and communities of Fangshi (“formula masters”), or magico-religious practitioners, occupied a central place in the Han, but little work has been done on the origins and influences of these networks (see DeWoskin 1983; Csikszentmihalyi 2000, 2002).
Some hints at connections with classical Daoist lineages come from a number of sources and cultural developments. First, Lie Yukou (“Master Lie”), the figure mentioned in five chapters of the Zhuangzi, became the basis of the pseudonymous Liezi (Book of Master Lie; DZ 733), which was most likely compiled around the third century CE. Second, the Shenxian zhuan (Biographies of Spirit Immortals), one of the most important early Daoist hagiographies (biographies of saints) partially compiled by Ge Hong (283–343 CE), includes an entry on Guangchengzi (see Campany 2002), a figure mentioned in the Zhuangzi, the Huainanzi, and later Ge’s Baopuzi neipian (Inner Chapters of Master Embracing Simplicity; DZ 1185) (see also Little 2000: 177). Moreover, in texts such as the second-century Laozi bianhua jing (Scripture on the Transformations of Laozi; DH 79; S. 2295), Guangchengzi became identified as an incarnation of Laojun (Lord Lao), the deified Laozi.
Thirdly, Ge Hong also represents an important Daoist lineage. He was the grandnephew of Ge Xuan (164–244), a central figure in the formation of the Taiqing movement of external alchemy and later associated with the Lingbao movement. Ge Xuan traced his lineage through an obscure Fangshi named Zuo Ci (ca. 220-ca. 260 CE). According to Ge Hong, the Taiqing lineage was transmitted from Zuo Ci through Ge Xuan to Zheng Yin (ca. 215-ca. 300), Ge Hong’s own master. These details draw our attention to two unanswered questions: (1) Who were Zuo Ci’s teachers and how far back can this Fangshi lineage be traced?; (2) Was the inclusion of Guangchengzi and similar figures in the Shenxian zhuan an attempt to claim ancestral connections with the classical Daoist inner cultivation lineages? If so, were these actual or retrospectively constructed?
While Liezi, Guangchengzi, and Baopuzi are familiar names in Daoist history, there are also obscure and previously unidentified lineages. These lineages partially remain concealed in the annals of history because of various assumptions at work in Daoist Studies, most notably a neglect of continuities and connections among apparently distinct teachers, practitioners, and communities. For example, one possible bridge-figure between the classical inner cultivation lineages, Han-dynasty Fangshi lineages, and the beginnings of organized Daoism is Heshang gong (Master Dwelling-by-the-River). A semi-legendary figure, the real identity of Heshang gong is unknown, but he is identified as a recluse, most likely during the Later Han dynasty (25–220). He is most well known as the attributed author of the Laozi zhangju (Chapter-andVerse Commentary on the Laozi; DZ 682), one of the most influential Daoist commentaries (see Chapter 12). Drawing upon the work of Alan Chan (1991b), the “legend of Heshang gong” points towards two distinct Daoist lineages that became conflated during the early medieval period. The first line is the most complex. It begins with Yue Yang (fl. 408 BCE), passes through Yue Yi (fl. 284 BCE), his ancestral descendent, Anqi Sheng (fl. 260 BCE), Ma Xigong (d.u.), Yue Xiagong (d.u.), Yue Jugong (Yue Chengong; fl. 230), and finally arrives at Tian Shu (fl. 210 BCE), who in turn becomes the teacher of
Cao Can (d. 190 BCE).
There are a number of noteworthy dimensions of this lineage. First, Yue Yi was an adherent of Huang-Lao, a syncretic political philosophy that combined elements of Daoism and Legalism and that became highly influential during the Early Han dynasty. Second, Anqi Sheng was a famous Fangshi and legendary immortal, who eventually became associated with both Taiqing and Shangqing. That is, this lineage indicates multiple source-points and crosspollination. As interesting in terms of geography and migration, the members of the Yue and Tian families eventually relocated to the state of Qi and Hanzhong. The former was the location of the Jixia Academy, which played a major role in the development of classical Daoism (see Chapter 2). The latter was a key center of the early Tianshi (Celestial Masters) movement (see Kleeman 1998). All of these details point towards the importance of particular, previously unidentified Daoist families (see also below). As Alan Chan suggests, “the Way of the ‘Old Lord’ (Lao-chün Tao [Laojun dao]) as it is reflected in the Ho-shang Kung legend may be regarded as a transition from the Huang-Lao school of the early Han to the later Taoist religion” (1991b: 125).
The second line associated with Heshang gong traces the lineage from Xu Laile (d.u.) to Ge Xuan. As discussed above, Ge Xuan was a key figure in the emergence of Taiqing. As is the case for Guangchengzi, Ge Hong’s Shenxian zhuan contains a biographical entry on Heshang gong. Regardless of the accuracy of the actual lineage, these details demonstrate a “sense of tradition” and further connections with Fangshi lines. All in all, the combined dimensions of the “legend of Heshang gong” reveal key lines of transmission and major Daoist families. One of these families, the Yue, goes back to a time contemporaneous with the classical Daoist inner cultivation lineages. Moreover, we find the intersection of ancestral lines, spiritual lineages, and geographical proximity among the Yue, Tian, Ge, and Li families. This occurred in Qi and Hanzhong, key locations for the emergence of organized Daoism. Moreover, the “legend of Heshang gong” includes the claim that the associated commentary on the Daode jing was transmitted to four individuals: Wu Guang (d.u.), Xianmen Zigao (d.u.), Qiuzi (d.u.), and Emperor Wen (r. 179–157 BCE), with Xianmen Zigao and Qiuzi being major Fangshi (Chan 1991b: 123). Moreover, the Gaoshi zhuan identifies Heshang gong as “an ancestor of the Family of the Dao (daojia zhi zong)” (cited in Campany 2002: 307).
These are just some details that reveal the importance of lineage in the formative moments of organized Daoism and that hint at a greater degree of connection between the emergence of an institutionalized tradition and the earlier inner cultivation lineages. As discussed in Chapters 1 and 2, most of the major Daoist movements trace their origins to specific teachers, including divine beings (see also Chapter 6). With respect to early organized Daoism, there was also a sense of connection and succession among many of the most important movements.
 
CHART 3 Lineage Connections in Early Organized Daoism
During this period Daoists used the term daojia as a designation for the Daoist religious tradition in general and for the Daoist clergy in particular. On the one hand, Daoists were members of a spiritual lineage that emphasized the transmission of a tradition, but on the other hand, early organized Daoism was comprised of actual families. In keeping with the Chinese term, we might speak of these groups of ancestrally related individuals as “families of the Dao.” In early organized Daoism, the Zhang family, associated with the hereditary, patrilineal position of the Celestial Master, became especially prominent. This is so much the case that some scholars, partially under Christian-influenced constructions of religion and later Taiwanese Zhengyi influence, would (problematically) identify Zhang Daoling (fl. 140s CE), the first Celestial Master, and/or Zhang Lu (d. 215), his grandson and the third Celestial Master, as the “founder of Daoism.” In fact, such individuals are more appropriately understood as “founders of the Tianshi movement;” our account of the origins of Daoism must be plural, rather than singular. With respect to the actual position of the Celestial Master, the Tianshi movement claims a line of succession from Zhang Daoling to the present Celestial Master. Although the development and characteristics of this line are complex, and although the line was most likely broken and then reconstructed during the Tang dynasty (Kirkland 2008b), members of the contemporary movement identify a continuity between Zhang Daoling, the first Celestial Master, and the most recent Celestial Masters: Zhang Yuanxu (1862–1924; 62nd), Zhang Enpu (1904–69; 63rd), Zhang Yuanxian (1930–2008; 64th) (Kleeman 2008), and possibly Zhang Jiyu (b. 1962; 65th).3
While early organized Daoism evidenced the central importance of both actual biological families and spiritual lineages, later organized Daoism shifted from a householder model of community to a monastic one (see Chapter 4). In that context, Daoists developed lineage-based name systems. In contrast to their Chinese Buddhist counterparts, who change their surname to Shi (Śakya) upon ordination, Daoist monastics retain their ancestral surname, but change their given name. In some cases, religious names are self-chosen; in other cases, they are bestowed by one’s teacher. An example of the former is the Quanzhen founder Wang Zhe’s (1113–1170) adoption of the religious name of Chongyang (Redoubled Yang). This name indicates Wang’s connection to the earlier immortals Zhongli Quan (fl. 2nd c. CE?) and his student Lü Dongbin (b. 798?), whose religious names are Zhengyang (Aligned Yang) and Chunyang (Pure Yang), respectively.
Regarding religious names bestowed by one’s teacher, a good example appears in contemporary Quanzhen. In contemporary mainland China, this monastic order consists of seven primary lineages, each of which is associated with one of the Seven Perfected, Wang Zhe’s senior disciples (see Chapter 2). Each lineage has its own associated 100-character lineage poem (paishi ), which are often hand-written by one’s teacher and transmitted during ordination. They are also memorized by Quanzhen monastics, as they are used to identify other Daoists’ lineage. Let us take the example of the Longmen lineage poem, specifically characters thirty through forty.
Shi Jing Rong Wei Mao Xi Wei Yan Zi Ning
World Bright Flourish Only Mindful Rare Subtle Overflow Natural Serene
Suppose that a particular adherent’s teacher is a member of the 30th generation (dai ), his or her religious name would begin with Shi. This teacher’s students would receive religious names beginning with Jing. The latter’s students would, in turn, receive religious names beginning with Rong, and become part of the 33rd generation. In this imagined expression of Longmen lineage affiliation, the individuals might be named Shiqing (Global Clarity), Jingshi (Bright Recognition), and Rongzhao (Flourishing Illumination). From the latter’s perspective, he or she would be a “disciple” (dizi; tudi ) of the former: Shiqing would be his “master-grandfather” (shiye), and Jingshi would be his “master-father” (shifu). Here we see the continued use of terms from family ancestry, but in a monastic setting in which ordinary family life and biological reproduction have been renounced. After Quanzhen Daoists learn another monastic’s name, they will frequently inquire concerning the names of that person’s master-grandfather and master-father. If the characters correctly line up according to the lineage poem, then the claim of lineage affiliation is accepted.
Revelation and mystical experience
Revelation and mystical experience also have been ways to Daoist religious affiliation. These categories are most often associated with “religious experience,” but they are also important for understanding how Daoist identity and tradition have been established. Revelation refers sacred communications between hidden dimensions of the cosmos, usually gods or divine entities, and human beings. Revelation usually results in the recipient claiming some special status and privileged position with respect to the sacred, and this position involves a spiritual message or teachings deemed essential for humanity. Mystical experience refers to an experience of that which a given individual or community identifies as sacred. There is no single, essential, and “ultimate” form of mystical experience; there are, rather, many types of mystical experiences, which differ according to the community and tradition involved and which assume different soteriologies and theologies.
Many influential Daoist religious movements originated in revelations or mystical experiences. Zhang Daoling (fl. 140s CE?), the founder of the Tianshi movement, received a revelation from Laojun (Lord Lao). Yang Xi (330–86), a spirit medium hired by the southern aristocratic Xu family, received a series of revelations and spiritual transmissions from a variety of Daoist gods and Perfected; in concert with his own spirit journeys to Daoist sacred realms and hidden regions of the cosmos, these revelations became the foundation for the emergence of the Shangqing movement. Wang Zhe (1113–70) had a number of mystical experiences with immortals, which may be considered a primary influence on the formation of Quanzhen, a Daoist renunciant community and subsequent monastic order. For the moment, one key point must be emphasized: none of these individuals were ordained Daoists, and none of them probably had physically embodied Daoist teachers. That is, the “founders” of many of the most important Daoist religious communities were not “Daoists” strictly defined. These details suggest that there are multiple source-points for entry into the Daoist religious tradition, including not only lineage and direct association with Daoist teachers and communities, but also divine communications and mystical experiences.
According to traditional accounts, in 142 CE Zhang Daoling received a revelation from Laojun, the “deified” (divine form of) Laozi and anthropomorphic manifestation of the Dao, on Mount Heming (Crane Cry; Dayi, Sichuan). During Lord Lao’s revelation, Zhang was appointed as terrestrial representative, the “Celestial Master,” and given healing powers as a sign of his empowerment. The movement became patrilineal, passing from Zhang Daoling to his son Zhang Heng (d. 179) and then to the latter’s son Zhang Lu (d. 215). Following this precedent, the position of Celestial Master ideally passed from father to son within the Zhang family.
THE FOUNDING REVELATION OF TIANSHI DAOISM
Suddenly a celestial being descended, accompanied by a thousand chariots and ten thousand horsemen, in a golden carriage with a feathered canopy. Riding dragons and astride tigers, they were too numerous to count. At times the being referred to himself as the
Scribe below the Pillar [Laozi], sometimes others called him the Lad from the Eastern Sea. He transmitted the Covenant of Orthodox Unity Newly Revealed to [Zhang Dao]ling. Having received this, Ling was able to heal illness. (Taiping guangji 8; adapted from Kleeman 1998: 67; see also Bokenkamp 1997: 171, 215)
Similarly, Shangqing Daoism traces itself to a series of revelations from divine beings. There is an account of the Shangqing revelations in the Zhen’gao (Declarations of the Perfected), an anthology of the original Shangqing revelations compiled by Tao Hongjing (456–536).
THE INITIAL REVELATIONS OF SHANGQING DAOISM
The first appearance of the scriptures of the Perfected of Shangqing occurred in the second year of the Xingning reign period of the Jin Emperor Ai, the first year of the sexagesimal cycle [364]. It was then that Lady Wei of the Southern Marchmount [Wei Huacun], the Primordial Goddess of Purple Vacuity and Highest Perfected Directress of Destiny, descended from the heavens and bestowed these texts to her disciple Yang, Household Secretary to the King of Langye, [who was concurrently] Minister of Instruction. She had him transcribe them in standard script (lishu) for transmission to Xu [Mi] of Jurong, Senior Officer to the Defensive Army, and his son [Xu Hui], Assistant for Submission of Accounts. The two Xus in turn set to work at transcribing them again, put them into practice, and attained the Dao. (Zhen’gao, DZ 1016, 19.9b; adapted from Strickmann 1977: 41)
In the 360s, members of the aristocratic Xu family, Xu Mi (303–76), the younger brother of Xu Mai (300–48), and the former’s son Xu Hui (341-ca. 370), hired the spirit medium Yang Xi (330–86?) to establish contact with Xu Mi’s wife, Tao Kedou (d. 362).
 
FIGURE 3 Yang Xi Receiving Revelations from Wangzi Jin
Source: Tongbo zhenren zhentu zan, DZ 612
Through a series of revelations, Yang Xi described the organization and population of the subtle realms of the cosmos, particularly the heaven of Highest Clarity. In the process, Yang came in contact with the deceased female Celestial Master libationer Wei Huacun (251–334), the “Lady Wei of Southern Marchmount” mentioned above. Here Nanyue (Southern Marchmount) refers to the southern sacred peak of Hengshan (Mount Heng; near Hengyang, Hunan). The revelations were, in turn, written down by Yang Xi and the Xu family in a calligraphic style that seemed divine. Early Shangqing Daoism reveals another path to Daoist identity and religious affiliation: through a series of revelations, members of Shangqing established a new Daoist community and movement. In its formative moments, Shangqing’s claim to religious authority and Daoist pedigree derived from three sources: (1) Secret teachings bestowed by various divine beings, including a former Tianshi libationer; that is, the connection with Daoism, via Tianshi, came not from the terrestrial Tianshi community, but from connection with its early ancestors, now divine beings; (2) Access to higher sacred realms, and thus more advanced spiritual insights; specifically, Shangqing refers to the middle of the Three Heavens (santian), which is located between Yuqing (Jade Clarity; highest) and Taiqing (Great Clarity; lowest); and (3) Possession and understanding of revealed scriptures. Such patterns continued in later movements in Daoist religious history.
Daoist movements have also been established through the transformative effect of mystical experiences. One of the most famous examples is that of Wang Zhe, the nominal founder of Quanzhen (see Eskildsen 2004; Komjathy 2007a, forthcoming). In 1161, at the age of forty-eight, Wang had a mystical encounter with one or more Daoist immortals, sometimes identified as the immortals Zhongli Quan and his spiritual disciple Lü Dongbin (see Chapter 6). This occurred on a bridge in Ganhe (near present-day Huxian, Shaanxi). The Quanzhen tradition claims that one of these immortals transmitted a “secret formula in five sections” (miyu wupian) (see Komjathy 2007a).
These details regarding Daoist revelations and mystical experiences demonstrate that there are diverse ways to religious identity in the Daoist tradition. From a certain perspective, revelation and mystical experience may be seen as alternatives to organized and institutionally sanctified forms of religious inclusion. While such phenomena may support tradition, they also force members of that tradition to make space for new expressions. The importance of revelation and mystical experience problematize easy explanations about Daoist religious identity and affiliation based solely on institutional frameworks. Some Daoists have found their connection through things such as lineage and ordination, but other Daoists have discovered this through revelation and mystical experience.
The key point here is that many founders of major Daoist movements were not ordained Daoists, and had no formal standing within the tradition. In some sense, many of them were not even “Daoists” (members of the Daoist religious tradition); rather, they were incorporated into its historical annals retrospectively. The major “ways” (dao) of Daoism most often derived from the religious experience of unique individuals, while the lineages (pai ) were created by descendants or disciples of these. While theologically speaking there may be almost an infinite number of paths to the Dao, not all paths may be recognized as Daoist, that is, as authentic expressions of Daoist religious orientations. Daoist ways to affiliation have recognizable patterns and characteristics especially in terms of the virtue (de) and numinous presence (ling) that is manifested in the individual. 
Ordination
As Daoism became more complex in its membership and organization, Daoists began creating integrated models of religious participation and ordination systems. This partially occurred under the influence of Buddhism, specifically through the Daoist adaptation of Buddhist monasticism.
Tang dynasty Daoists created one of the earliest fully integrated ordination systems, and there was also an increasing systematization of monasticism. As documented in the seventh century Fengdao kejie (Rules and Precepts for Worshipping the Dao; DZ 1125; Kohn 2004b), one of the earliest Daoist monastic manuals, the ordination system included seven ranks. The first three ranks were those of lay masters, while the last three were monastic, and the middle rank (Disciple of Eminent Mystery) signified a transitional stage that could be held either by a householder or a renunciant (Kohn 2003a, 2004b). Ordinations into these ranks began early, with Daoist children initiated first into the Celestial Master level and receiving registers of protective generals. After that, each level required extended training, the guidance of an ordination master, and community sponsors. Once established, Daoists could serve as priests in larger communities, take up residence in a hermitage to pursue selfcultivation, or remain in a monastic institution to perform rituals both in-house or for lay donors, pray for the empire, and continue to strive for greater purity and immortality (ibid.). That is, to be a Daoist in the late medieval period meant to participate in a tradition, to have commitments to the religious community, and to locate oneself in a hierarchically ordered training regimen. One’s authority and affiliation were partially determined by this. The same is true with respect to lineage connections, or relationships to spiritual ancestors, in the larger tradition.
 
CHART 4 Seven Ordination Ranks of the Tang Monastic System
Daoists continued to reformulate norms of affiliation throughout Daoist history. One enduring model was that of the Longmen lineage of Quanzhen Daoism advocated by Wang Changyue (1622?–80). Although the Longmen lineage is most often traced to Qiu Chuji (1148–1227) and his supposed lineage-successor Zhao Xujing (Daojian [Resolute-in-the-Way]; 1163–1221), the official, “orthodox” Longmen lineage was codified by Wang Changyue and his successors (see Chapter 2). While abbot of Baiyun guan in the late 1600s, Wang systematized the Longmen ordination system and monastic regulations into three levels.4
 
CHART 5 Three Ordination Ranks of the Longmen Lineage
The first level, open to both monastics and laypeople, centered on the Five Precepts and Ten Precepts of Initial Perfection; the second level, specifically for monastics, consisted of the Three Hundred Precepts of Medium Ultimate; and the third level was less clearly defined, but included the Ten Virtues of Celestial Immortality and the Twenty-Seven Virtuous Activities of Celestial Immortality (see also Chapter 8). According to Longmen accounts, Wang Changyue compiled, or at least disseminated, the three corresponding monastic manuals, namely, the Chuzhen jie (Precepts of Initial Perfection; JY 292; ZW 404), Zhongji jie (Precepts of Medium Ultimate; JY 293; ZW 405), and Tianxian jie (Precepts of Celestial Immortality; JY 291; ZW 403), as guidebooks for Quanzhen monastic life. They evidence a late-imperial Longmen monastic hierarchy, with the ethical requirements, expectations and types of adherence becoming increasingly strict as individuals progressed through the levels of commitment.
Although there are many self-identified Longmen communities throughout the modern world, many with only tenuous connections with the mainland Chinese lineage, that lineage remains one of the most visible organized communities in contemporary Daoism as Longmen monastics function as administrators for most major Daoist sites in mainland China (see Chapters 14 and 16). For present purposes, Longmen is fascinating for the way in which it preserves a monastic system based on ordination and lineage. In addition to its employment of large-scale public ordination ceremonies, which recommenced at Baiyun guan (White Cloud Temple; Beijing) in 1989 (Wang 2006: 149), Longmen is noteworthy for a number of features. First, its ordinands receive the three precept texts and monastic manuals mentioned above. They ideally study and apply the ethical commitments and values advocated in the texts
(see Chapter 8). Second, like most of the major Quanzhen lineages in contemporary China, Longmen ordinands receive religious names (faming; paiming) based on the corresponding lineage-poem (paishi ) contained in the Xuanmen gongke (Liturgy of the Mysterious Gate), the contemporary
Quanzhen liturgy that is usually chanted in the morning and evening at Quanzhen temples (see Chapter 13). The Longmen lineage poem consists of one hundred Chinese characters, and ordinands receive a “generation-name” (dai ) based upon their master-father’s (shifu) name.
As we saw in the example of the hypothetical Daoist master Shiqing (Global Clarity) and his disciple Jingshi (Bright Recognition) and granddisciple Rongzhao (Flourishing Illumination), this naming convention indicates not only Longmen lineage-affiliation but also relationship to a particular teacher. This coupled with possession of the lineage poem and the three monastic manuals, and sometimes of ordination certificates (see Schipper 1993: 68–9; Kohn 2004c: 87), in combination with adherence to the core Quanzhen commitments to celibacy (no sex), sobriety (no intoxicants), and vegetarianism (no meat), indicates that the person’s claim to lineage affiliation is verifiably authentic. This process is sometimes complicated by corruption in the monastic order (one can buy ordination certificates for the right price), fabrication of lineage, and lack of corresponding study, training, and attainment. Nonetheless, if we understand lineage and ordination as paths to a religious vocation, then we are forced to ask much more difficult questions. These questions take one into the Daoist tradition as a path to spiritual transformation and as an all-encompassing religious way of life.
 
FURTHER READING
Daoist Foundation. n.d. “Lineage.” www.daoistfoundation.org/lineage.html [Accessed June 1, 2012].
Kohn, Livia. 2003. Monastic Life in Medieval Daoism. Honolulu: University of Hawaii Press.
Kohn, Livia, and Harold Roth, (eds) 2002. Daoist Identity: History, Lineage, and Ritual. Honolulu: University of Hawaii Press.
Ōzaki Masaharu. 1986. “The Taoist Priesthood: From Tsai-chia to Ch’u-chia.”
In Religion and Family in East Asia, edited George DeVos and T. Sofue, 97–109. Berkeley: University of California Press.
Saso, Michael. 1972. “Classification of Taoist Orders According to the Documents of the 61st Generation Heavenly Master.” Bulletin of the Institute of Ethnography 30: 69–79.
—1974. “Orthodoxy and Heterodoxy in Taoist Ritual.” In Religion and Ritual in Chinese Society, edited by Arthur Wolf, 325–48. Stanford: Stanford University Press.
Schipper, Kristofer. 1985. “Taoist Ordination Ranks in the Dunhuang Manuscripts.” In Religion und Philosophie in Ostasien, edited by Gert Naundorf et al., 127–48. Würzburg: Königshausen und Neumann.
Silvers, Brock. 2005. The Taoist Manual: Applying Taoism to Daily Life.
Nederland, CO: Sacred Mountain Press.
 

Komjathy. Daoist Tradition: 2. The Daoist Tradition

 Komjathy, Daoist Tradition: 

An Introduction 2013
by Louis Komjathy

Table of Contents

Part 1: Historical Overview
1. Approaching Daoism
2. The Daoist Tradition

Part 2: The Daoist Worldview
3. Ways to Affiliation
4. Community and Social Organization
5. Informing Views and Foundational Concerns
6. Cosmogony, Cosmology, and Theology
7. Virtue, Ethics and Conduct Guidelines

Part 3: Daoist Practice
8. Dietetics
9. Health and Longevity Practice
10. Meditation
11. Scriptures and Scripture Study
12. Ritual

Part 4: Place, Sacred Space and Material Culture
13. Temples and Sacred Sites
14. Material Culture

Part 5: Daoism in the Modern World
15. Daoism in the Modern World

===
  2 The Daoist tradition
 
 
  • Classical Daoism 
  • e Early organized Daoism 
  • e Later organized Daoism 
  • e Modern Daoism 

The Chinese term for tradition is chuantong, which literally means “to transmit and gather together”. The character chuan \'7b& consists of the ren A (“person”) radical and the phonetic zhuan 21 (“special”). 

Tradition is a transmission, something that passes between human beings. It is what is preserved and handed down over time. The character tong # consists of the mi # (“silk”) radical and the phonetic chong Æ (“to fill”). Like the character for scripture (see Chapter 12), tong suggests strands and threads of connection. By extension, the Daoist tradition is a community of practitioners connected to each other as a historical and energetic continuum. As mentioned in Chapter 1, Chinese Daoists have tended to speak of their tradition in terms of a “family” (jia) and “teachings” (jiao), with the assumption of teachers and scriptures as major sources of those teachings. The traditions of the Dao, the specific communities, movements, and lineages that comprise Daoism, also receive other designations. “Movements” tend to be referred to as dao (“ways”) or as liu (“streams”). “Lineages,” usually sub-divisions of larger movements, tend to be referred to as pai (“tributaries”). That is, movements are paths or ways to the Dao, to the Way. These are the major expressions of the Daoist tradition; some important movements include Tianshi dao (Way of the Celestial Masters), Shangqing dao (Way of Highest Clarity), Quanzhen dao (Way of Complete Perfection), and so forth. These are usually associated with particular “founders,” revelations, scriptures, and often places. Such movements are streams flowing into and out of the larger tradition, with the latter comparable to a river flowing towards the ocean of the Dao. Lineages are the tributaries that flow into and out of the streams of the Daoist movements. These are usually associated with major teachers or systems of practice. 

As Daoism 1s a religious tradition with about 2,400 years of history, its substance and parameters have obviously varied. For members of the inner cultivation lineages of the Warring States period and Early Han, the Daoist tradition consisted of their own master-disciple communities, often in contrast to other religio-cultural and intellectual tendencies (“schools”) at the time (e.g. Confucianism, Legalism, etc.). For the Tianshi (Celestial Masters) of the Early Han dynasty, the Daoist tradition primarily designated Laozi and the Daode jing as well as their regional movement. Influential medieval Daoists like Ge Hong and Lu Xiujing viewed the Daoist tradition differently. Ge Hong saw it as a tradition of immortality with roots in the Warring States period and earlier, including major figures from the Zhuangzi. Lu Xiujing, one of the principal architects of Daoism as such, included most of the major Daoist movements of his time, namely, Tianshi, Sanhuang (Three Sovereigns), Shangqing (Highest Clarity), and Lingbao (Numinous Treasure). In the process, he distinguished Daoism from Buddhism. These details reveal the degree to which the Daoist tradition was an ever-changing and relatively inclusive tradition. With each subsequent historical period, new movements, revelations, and scriptures were included. This is especially apparent when one studies the history of Daoist textual collections (see Chapter 12). One connective strand among Daoists and throughout the diverse Daoist movements is an orientation towards the Dao (see Chapter 6). This includes communities and systems of practice with recognizable qualities and discernable results, manifesting in numinous presence and attunement with the Dao. It includes reverence for the external Three Treasures (wai sanbao) of the Dao, the scriptures, and the teachers, as well as for the Daoist tradition as such. 

This chapter attempts to provide some initial orientation points to the religious tradition which is Daoism. Utilizing the two primary interpretive frameworks advocated in the previous chapter, namely, historical periodization and models of Daoist practice and attainment, the chapter provides an overview of Daoist history. Emphasizing key movements, figures, events, and scriptures, it covers classical Daoism, early organized Daoism, later organized Daoism, and modern Daoism. This chapter thus
 
 
  provides the necessary historical foundation for the subsequent thematic chapters that will deepen our understanding of Daoist movements.
 
 
  Classical Daoism 

“Classical Daoism” refers to Daoism during the classical period, specifically during the Warring States (480—222 BCE), Qin (221—206 BCE), and Early Han (202 BcE-9 cE) dynasty. Following Harold Roth (e.g. 1996, 1999a), I will refer to the earliest Daoist religious community as the “inner cultivation lineages.” “Classical Daoism” thus replaces or should replace the outdated and inaccurate category of so-called “philosophical Daoism” and daojia, although the latter may be helpful as a designation for the entire Daoist tradition as the “Family of the Dao” (see Chapter 1). Classical Daoism is distinguished by loosely related master-disciple communities and the composition, compilation, and transmission of some of the most important Daoist texts. It is the beginning of the Daoist tradition and one of the primary source-points for the later movements of organized Daoism. The most commonly discussed (and translated) texts associated with classical Daoism are the Laozi (Lao-tzu; Book of Venerable Masters; abbr. LZ), more commonly known as the Daode jing (Tao-te ching; Scripture on the Dao and Inner Power; abbr. DDJ), and Zhuangzi (Chuang-tzu; Book of Master Zhuang; abbr. ZZ). The former is associated with the pseudohistorical Laozi (Lao-tzu; Master Lao), whose name may be understood as the “old master” or “old child.” The latter text is attributed to Zhuang Zhou (Chuang Chou).' In terms of traditional attribution and biographical material, the standard source is Chapter 63 of the Shiji (Records of the Historian), which was at least partially compiled by Sima Tan (ca. 165—110 BCE), Grand Astrologer of the Han court during the early years of Emperor Wu’s reign (r. 141-87 BCE), and completed by his son Sima Qian (ca. 145- 86 BCE).
 
 
 

Komjathy. Daoist Tradition: 1. Approaching Daoism

 Komjathy, Daoist Tradition: 

An Introduction 2013
by Louis Komjathy

Table of Contents

Part 1: Historical Overview
1. Approaching Daoism
2. The Daoist Tradition

Part 2: The Daoist Worldview
3. Ways to Affiliation
4. Community and Social Organization
5. Informing Views and Foundational Concerns
6. Cosmogony, Cosmology, and Theology
7. Virtue, Ethics and Conduct Guidelines

Part 3: Daoist Practice
8. Dietetics
9. Health and Longevity Practice
10. Meditation
11. Scriptures and Scripture Study
12. Ritual

Part 4: Place, Sacred Space and Material Culture
13. Temples and Sacred Sites
14. Material Culture

Part 5: Daoism in the Modern World
15. Daoism in the Modern World

===
  1 Approaching Daoism
 
 
   Indigenous names, historical origins, and definitional parameters e Historical periodization e Models of practice and attainment Towards a postmodern and postcolonial approach T: study of Daoism can be perplexing. The sheer diversity and complexity of the Daoist tradition often subverts attempts at definition and characterization. One’s perplexity may increase dramatically when one encounters the types of questions and issues that emerge through careful study. However, a theoretically sophisticated approach is part of gaining an accurate and informed understanding of the religious tradition which is Daoism. While we may assume that understanding Daoism is simply a matter of learning the “facts,” this is not the case. Those “facts” are themselves conditioned by one’s theoretical approach, interpretive framework, and guiding concerns. Every presentation is an interpretation, and every interpretation has specific commitments, whether recognized or not. Specifically, the study of Daoism is conditioned by various interpretive legacies, and by claims regarding the accuracy of designating something “Daoist.” In seeking to understand Daoism, we must thus be aware of our own unquestioned assumptions, ingrained opinions, and interpretive legacies. 

Daoism (Taoism), the “tradition of the Dao” (Tao), is an indigenous Chinese religion rooted in traditional Chinese culture.' Daoism is a religious tradition in which the Dao, translatable as “the Way” and “a way,” is the sacred or ultimate concern (see Chapter 6). “Daoism” is shorthand for Daoist adherents, communities, and their religious expressions (see Chapter 2; passim). The emphasis on Daoism as a Chinese religion draws our attention to the importance of Chinese history, culture, and society in the historical development of Daoism. The most influential Daoist communities have been in mainland China and primarily of Han ethnicity. Many of the informing views of Daoism derive from or parallel those of traditional Chinese culture (see Chapters 5 and 6; passim). In addition, all of the key scriptures have been written in classical Chinese (see Chapter 12), and the ability to read and write Chinese is required for the performance of Daoist ritual (see Chapter 13). The most important Daoist sacred sites also are located in China (see Chapter 14). Moreover, the Daoist emphasis on ancestors, harmony, lineage, naturalistic cosmology, tradition, and so forth parallel and often derive from pan-Chinese concerns and traditions. At the same time, Daoism is now a global, transnational religion characterized by cultural, ethnic, and linguistic diversity. The Daoist community now consists of adherents from a wide variety of cultural and ethnic backgrounds (see Chapter 16). Such a development begs the question of the relationship among ethnicity, culture, and religion. Briefly stated and traditionally speaking, Daoism cannot be separated from Chinese culture and Chinese language. While Daoism has tended to be characterized by diversity and inclusivity, it is not universalistic in the ways that many people imagine. This does not exclude the possibility of the conversion and participation of “non-Chinese” people. Rather, it challenges the construction of Daoism so prevalent in Europe and North America, interpretations that are rooted in colonialist, missionary, and Orientalist legacies (see Chapter 16).
 
 
  Indigenous names, historical origins, and definitional parameters Much ink—probably too much ink—has been spilt on the question of “What is Daoism?,” and particularly on the origin and parameters of the term. My characterization of Daoism as an indigenous Chinese religion is supported by Daoist Studies, that is, the specialized academic field dedicated to studying and understanding Daoism, but we should familiarize ourselves with some critical issues related to gaining a nuanced and accurate understanding of Daoism. To begin, there is one representation of Daoism that is wholly inaccurate and untenable. This is the claim that there are “two Daoisms,” namely, socalled “philosophical Daoism” and so-called “religious Daoism.” We may label this interpretation as the “Victorian” or “Leggean view” of Daoism, as the Protestant missionary and Victorian James Legge (1815-97) was one of its most influential advocates (see Girardot 2002). This view of Daoism as a “bifurcated tradition” is the dominant received view of Daoism. Rooted in colonialist legacies, such an interpretive framework is epidemic among nonspecialist accounts of Daoism, including among non-specialist educators and world religion textbooks (see Dippmann 2001), not to mention various popular constructions (see Chapter 16). The conventional presentation suggests that so-called “philosophical Daoism,” associated with the Daode jing and Zhuangzi, is “original” or “pure Daoism,” while so-called “religious Daoism” is a “degenerate” and “superstitious” adjunct to the former, undeserving of serious attention. In popular accounts, it is the latter so-called “religious Daoism” that has also supposedly lost the original teachings of Daoism. Such a bifurcated interpretation of Daoism is flawed and inaccurate. It involves a systematic misunderstanding and misinterpretation of classical Daoism (see Chapters 2 and 3), usually through selective readings of inaccurate translations of classical Daoist texts (see Chapters 12 and 16). Reference to so-called “philosophical Daoism” and/or “religious Daoism” should be taken ipso facto as inaccuracy and misunderstanding with respect to the Daoist tradition. In contrast to this construction, classical Daoism, referred to as so-called “philosophical Daoism” in outdated accounts of Daoism, consisted of inner cultivation lineages that expressed religious commitments (see Roth 1999a; also LaFargue 1992). The lineages had distinctive cosmological and theological views (Dao), emphasized specific practices (apophatic meditation), and aimed at specific experiences (mystical union with the Dao). Here we find at least four of Ninian Smart’s (1999) seven dimensions of religion, namely, doctrinal, practical, experiential, and social. All of these are encompassed by the Daoist theological concern with the Dao (see Chapters 5 and 6). The so-called “philosophical/religious Daoism”, or so-called “elite/folk Daoism” bifurcation, also essentializes Daoism as corresponding to only two texts. This is problematic not only in terms of the relative importance of those texts in the Daoist tradition (see Chapter 12), but also with respect to the larger contours of Daoist history (see Chapter 2; passim). It denigrates almost 2,200 years of Daoist history that consists of numerous adherents, communities and movements, scriptures, sacred sites, and so forth. While the sheer complexity of the Daoist tradition may be a source of perplexity, the so-called “philosophical/religious Daoism” bifurcation is not a viable way to resolve that perplexity. Although it is clear that there are “philosophical dimensions” of Daoism, these are almost always rooted in a religious worldview as well as in religious experience. In addition to philosophy, a nuanced understanding of Daoism must address cosmology, soteriology, theology, and so forth (see Glossary). More “sophisticated” attempts to justify the bifurcation of Daoism draw upon two, and only two, indigenous terms used to designate Daoism, namely, daojia (tao-chia) and daojiao (tao-chiao). This primarily involves a terminological approach to understanding Daoism. In conventional accounts, these terms are said to refer to so-called “philosophical Daoism” and socalled “religious Daoism,” respectively. Outside of contemporary contexts, this is simply false. First, on the level of meaning, daojia means “Family of the Dao,” and could also be rendered as “Lineage of the Way,” or “Daoist school”; similarly, daojiao means “Teachings of the Dao.” Both emphasize the Dao, a Daoist cosmological and theological concept (see Chapter 6), as primary. The former suggests that lineage, whether biological or spiritual, is primary (see Chapter 3), while the latter suggests that teachings (and teachers by implication) are primary (see also Yao and Zhao 2010: 2444). That is, the terms themselves do not lend credence to the distinction. Second, each term has a complex history. Briefly stated, it seems that the earliest uses of daojia appear in Early Han dynasty historical sources as a way to categorize texts. However, into the early medieval period and later, daojia was used to designate ordained Daoist priests and the Daoist religious community as a whole. It meant something like “the Daoist community” or “Daoist tradition,’ which consisted of various key figures, texts, and movements, including the inner cultivation lineages of classical Daoism. With respect to daojiao, the term was early on coined by Lu Xiujing (406— 477), a key figure in the early Lingbao movement and architect of the early Daoist tradition (see Chapter 2), in order to distinguish Daoism from Buddhism (fojiao) (Kobayashi 1995; Kirkland 1997a: 2004). Throughout much of Chinese history, both terms were used interchangeably by Daoists to refer to their religious tradition. As one can see, the question of the historical origins of Daoism is complex and multifaceted. Although most scholars of Daoism, and traditionbased Daoists, reject an interpretive framework that utilizes the distinction between so-called “philosophical Daoism” and so-called “religious Daoism,” or so-called daojia and so-called daojiao, there are different perspectives on when and how to locate the beginnings of Daoism. The corresponding responses tend to be based in assumptions about the defining characteristics of religion as well as the nature of tradition, including singularity/plurality and degree of self-consciousness. Within Daoist Studies, one of the primary debates centers on the historical origins of Daoism. In this respect, it is important to recognize that there are a variety of viable revisionist views of Daoism. The dominant revisionist view among Sinological scholars holds that Daoism as a religion begins in the Later Han dynasty, principally with Zhang Daoling (fl. 140s cE) and the Tianshi movement (see Chapter 2). This view was the first revisionist account of Daoism, and largely began as a corrective to the earlier emphasis on so-called “philosophical Daoism” and neglect of so-called “religious Daoism.” We may label this the “Strickmannian view” of Daoism, as the late Michel Strickmann (1942—94), who primarily taught at the University of California, Berkeley, was one of the principal early advocates (see Strickmann 1979) and as his students and intellectual heirs have become highly influential in the dominant specialist
 
 
  account of Daoism in North America. If one prefers a more impersonal characterization, we may refer to this interpretation as the “truncated tradition” view, as it privileges the Tianshi (Celestial Masters) movement in terms of both the origins and defining characteristics of Daoism. This approach was helpful for correcting certain early problematic constructions of Daoism, but it has outlived its usefulness. It is deficient on multiple grounds (see, e.g. Kirkland 1997a). It implicitly assumes the bifurcation of Daoism, accepting the notion that “Daoism” before the Tianshi movement is best understood as “philosophy” or “thought” with little to no social reality or connection to Daoism as such. In this account, actual Daoism only refers to “religious Daoism” (“daojiao”’), specifically to one or more organized movements during the Later Han dynasty. It also essentializes and reifies “Daoism” as largely synonymous with the Tianshi movement and its religious affiliates; it is a Tianshi-centered (Tatwanese Zhengyi-centered?) view of Daoist history. It often neglects connections and continuities between classical Daoism and early Daoism. Finally, it ignores the actual complexity and diversity of early Daoism itself (see Hendrischke 2000, 2007) as well as the relative importance of the earliest Daoist movements in Daoist history considered as a whole (see Chapter 2). While there are a variety of other revisionist views (see, e.g. Schipper 2000; Kirkland 2002, 2004; Campany 2003), here I will concentrate on the one embraced and advocated in the present book. This perspective, which we might label the “lineal” (in the sense of lineage) or “continuous tradition” view, suggests that there was an actual Daoist religious community during the Warring States period and Early Han dynasty (see LaFargue 1992; Roth 1996, 1999a; Schipper 2000, 2008). Under this interpretative framework, Daoism as a Chinese religious tradition began, at least in seminal form and as a Series of master-disciple communities, during the Warring States period and Early Han dynasty. Following Harold Roth of Brown University, we may reasonably label this “movement” as the “inner cultivation lineages” of classical Daoism. With respect to the existence of an actual Daoist religious community during the fourth to second centuries BCE, there is a great deal of evidence for the social reality of the proposed inner cultivation lineages. The Zhuangzi (Book of Master Zhuang), in particular, documents a variety of teachers and disciples (see Chapter 3). In addition, texts do not exist independently of socio-historical contexts and anthropological realities. The compilation, preservation, and transmission of the texts of classical Daoism hint at a selfconscious religious community (see Chapters 2 and 12; also Schipper 2000; Komyathy 2008a). The Warring States and Early Han periods were a time of bamboo and silk manuscripts, of rare and precious hand-written texts (see Chapter 12); on some level, it is amazing that any texts from this period have been transmitted to the present time. From my perspective, that process suggests an early Daoist community and emerging tradition. Furthermore, the most significant evidence comes from the Zhuangzi itself. Revisionist scholarship on the text, like that on other texts of classical Daoism, suggests multiple source-points, and distinct Daoist lineages. Each and every text associated with classical Daoism is a multi-vocal anthology with diverse textual layers. Some passages indicate that members of that community distinguished their religious practice from their contemporaries; they thought of themselves as “practitioners of the Way.” Some evidence for these claims is found in Chapter 23 of the Zhuangzi, which is named after Gengsang Chu, the chapter’s central figure who is identified as a disciple of Lao Dan (Laozi). THE FAMILY OF THE WAY “The understanding of people of antiquity went a long way. How far did it go? To the point where some of them believed that things have never existed—so far, to the end, where nothing can be added. Those at the next stage thought that things exist. They looked upon life as a loss, upon death as a return—thus they had already entered the state of dividedness. Those at the next stage said, ‘In the beginning there was nonbeing. Later there was life, and when there was life suddenly there was death. We look upon nonbeing as the head, on life as the body, on death as the rump. Who knows that being and nonbeing, life and death are a single way? I will be his friend!’ “These three groups, while differing in their viewpoint, belong to the same royal clan; though, as in the case of the Zhao and Jing families, whose names indicate their line of succession, and that of the Qu family, whose name derives from its fief, they are not identical.” (Zhuangzi, Chapter 23; adapted from Watson 1968: 257) This chapter alludes to various other chapters in the Zhuangzi. Without providing a specific name for the “movement,” it speaks of three groups of adherents being part of the same “royal clan” (gongzu), a “line of succession” (dai), a “fief” (feng), and something like a “family” (shi). That is, “Daoists” are located in specific families and lineages, some of which are identified by actual biological ancestry and others of which are identified by geographical and social location. Similarly, along with Chapter 33, Chapter 15 distinguishes “Daoist” practice from five lower-level forms of selfcultivation (see Chapter 10 herein). In contrast to these, “Daoist” practitioners (shi) are committed to apophatic meditation with the goal of mystical union with the Dao (see Chapter 11 herein). These various details point towards a self-conscious early Daoist religious community that can reasonably be labeled the “inner cultivation lineages.” Such is the beginning of the Daoist tradition, and such is one of the key source-points for the later movements of organized Daoism. Although members of the inner cultivation lineages did not explicitly use daojia as a self-reference, there is evidence to take that name, like “Daoism,” as adequately exact. The texts themselves suggest a movement that might be called the “Family of the Dao.” Moreover, although daojia does not appear in the relevant texts, daoshu (techniques of the Way) does (Roth 1999a: 181-5). That is, members of the inner cultivation lineages saw themselves as practitioners of the “techniques of the Way.” For example, in Chapter 33 of the Zhuangzi, the authors contrast the techniques of the Way with limited “techniques of one-corner” (fangshu). The presentation proceeds to demonstrate the strengths and weaknesses of each of the six groups of teachers, concluding that only the models of Lao Dan (Laozi), Zhuang Zhou (Zhuangzi), and their disciples are completely worthy. Such techniques of the Way are aimed at developing “inner sageliness and outer kingliness” and so contain an important element of inner cultivation (Roth 1999a: 182-3; see also idem. 1996). I would thus suggest that we might reasonably use daojia, only in the sense of the “family of the Dao,” as a viable indigenous designation for the earliest Daoist religious community and for the Daoist tradition as a whole. This designation is helpful for drawing our attention to the way in which religious communities are viewed along ancestral lines and lines of transmission from a traditional Chinese perspective (see, e.g. Yao and Zhao 2010: 24-44). Moreover, as discussed in Chapter 3, the term directs us to study both actual Daoist families and spiritual lineages. Here we must also recall that later Daoists used the term to refer to a greatly expanded Daoist community and tradition. The final interpretive issue related to the view that there was a Daoist religious community from the fourth to second century BCE must address the connection between so-called classical Daoism and the emergence of organized Daoism during the Later Han dynasty. If there were actual inner cultivation lineages, what became of such lineages in subsequent periods? Did they exert any influence on the later Daoist tradition? What are the connections between classical Daoism and early organized Daoism? At present, we do not know of any specific lineage connections, although I provide some conjecture in Chapter 3. More research is required on what I would label “Daoism-between-Daoism,” namely, historical developments between the compilation of the Huainanzi (139 BCE) and the emergence of the Taiping and Tianshi movements in the mid-second century CE. We await research on potential continuities and departures, divergences and convergences within the Daoist tradition and among distinct Daoist movements. At present, we do know that the history of Daoism is a history of continual reconfiguration. It is a history of the emergence, mingling, dissolution, and revitalization of distinct movements. Some movements emerged, and seemingly disappeared, only to reemerge in a new form decades or centuries later. The Daoist tradition is also characterized by diversity, inclusivity, and adaptation, including the incorporation of new cultural influences such as Buddhism from at least the fourth century CE forward. Research on continuities and departures is only just beginning. In summary, Daoism is a diverse and complex religious tradition composed of Daoist adherents, communities, and their religious expressions. Our understanding of Daoism is complicated by a number of factors, including a scarcity of historically informed and nuanced studies, including accurate translations, as well as a “conspiracy of ignorance.” The latter consists of inaccurate representations, such as the distinction between socalled “philosophical Daoism” (equated with daojia) and so-called “religious Daoism” (equated with daojiao), popular translations, primarily of the Daode jing and Zhuangzi, as well as various New Age appropriations (see Chapter 16; Komyjathy 2011b). Thus, what most have come to know as “Daoism” in the modern West is either a popular construction rooted in various Orientalist legacies, or a reified entity reconstructed through texts associated with early and early medieval Daoism. The former view is found among various “Daoist sympathizers,” hybrid spiritualities, and forms of spiritual capitalism. It is found in most non-specialist studies and world religion textbooks. The latter view is the dominant position in specialist discourse, especially among those who overemphasize the importance of the Tianshi movement and problematically interpret Daoism through the indigenous Chinese category of daojiao. A more comprehensive understanding would recognize that Daoism is an indigenous Chinese religious tradition rooted in traditional Chinese culture. This religious tradition has multiple source-points, but begins with the inner cultivation lineages of the Warring States period and the Early Han dynasty. From this perspective, Daoism is the “tradition of the Dao,” which is made up of various “families” and “communities of practice.” Generally speaking, the Daoist tradition is characterized by diversity and plurality, especially with respect to setting parameters of inclusion and participation. The study of Daoism will always thwart neat categorization because the tradition itself embodies a resistance to hegemony, homogeneity, and monolithic structure. Daoism has multiple source-points, including various “founders,” foundational movements and lineages, key scriptures, and so forth. We must understand Daoism as both a tradition and a set of traditions, as both Daoism and Daoisms. It is simultaneously singular and plural, varied and unified. The complexity of Daoism, and the consistent willingness of Daoists to include new revelations and religious paths into their tradition, subverts attempts to establish unambiguous demarcation. For the study of Daoism, intellectual humility, interpretive openness, and sustained inquiry, with the commitment to discovery and surprise, are helpful attributes.
 
 
  Historical periodization Until the establishment of the Republic of China (1912), Chinese history was organized according to dynasties and the reign periods of specific emperors. What we refer to today as “China,” a unified geo-political “country” and nation-state, first came into being following the Warring States period, with the final victory of the state of Qin and the establishment of their Qin dynasty (221 BcE). Until the end of dynastic rule following the Manchu Qing, the subsequent dynasties were ruled by emperors or imperial families, and their bureaucratic hierarchies. On the culturally elite level, there was both an aristocratic land-holding class and a merit-based bureaucracy, with the latter characterized by relative social mobility based on education and success in examination systems. Developing the work of Russell Kirkland (1997a, 2002; see also Kohn 1998: 164-7; 2000; Miller 2003), I would propose the historical periodization of Daoism based on seven major periods and four basic divisions. The seven periods would roughly correspond to major watersheds for Daoism in Chinese dynastic and post-dynastic history: (1) Warring States (480-222 BCE), Qin (221-206 BcE), and Early Han (202 BcE—9 cE); (2) Later Han (25-220 cE); (3) Period of Disunion (220-589) and Sui (581—618); (4) Tang (618—907), Song (Northern: 960—1127; Southern: 1127-1279), and Yuan (1260-1368); (5) Ming (1368—1644) and Qing (1644- 1911); and (6) Republican (1912—49; 1949-) and early Communist (1949-78). I would, in turn, divide the modern period into “early modern Daoism” (1912-78) and “late modern Daoism” (1978-present), with the latter including contemporary expressions and developments. In terms of Chinese history, 1978 is used as the key date because that was when Deng Xiaoping (1904— 97) initiated the so-called Four Modernizations, socio-economic reforms that also led to an increase in religious freedom and eventually to the “revitalization” of Daoism. In concert with the Chinese Communist revolution (1949) and the subsequent flight of the Nationalists/Republicans to Taiwan, this was also a decisive factor in the globalization of Daoism (see Chapter 16). Period seven, in turn, encompasses more contemporary developments in mainland China, Hong Kong, and Taiwan. It also includes the transmission and transformation of Daoism in other Asian, European, and North American contexts, as well as the establishment of the field of Daoist Studies throughout the world. While helpful, such periods should not lull one into believing that they encompass the dramatic changes that occurred between, for instance, the Tang and Song dynasties. 1. Classical Daoism —___ Classical Daoism 2. Early Daoism Early Organized Daoism 3. Early Medieval Daoism 4. Late Medieval Daoism Later Organized Daoism 5. Late Imperial Daoism 6. Early Modern Daoism Modern Daoism Lt 7. Late Modern Daoism CHART 1 Seven Periods and Four Divisions of Daoist History As discussed in Chapter 2, each of these periods saw the emergence of specific communities and movements. Briefly stated, classical Daoism encompasses the diverse communities and “school” of the inner cultivation lineages as well as Huang-Lao dao (Way of the Yellow Emperor and Laozi). Major movements associated with early Daoism include Taiping (Great Peace) and Tianshi (Celestial Masters). Early medieval Daoism consisted of such important movements as Taigqing (Great Clarity), Shangqing (Highest Clarity), and Lingbao (Numinous Treasure). Late medieval Daoism included a variety of internal alchemy lineages, including Quanzhen (Complete Perfection) and so-called Nanzong (Southern School), as well as new deity cults and ritual movements. Late imperial and modern Daoism was dominated by Zhengyi (Orthodox Unity; a.k.a. Tianshi) and Quanzhen, though it also saw the emergence of major lineages of the latter as well as new lineages of internal alchemy. The constituents of global Daoism are a highly complex topic, which will be partially addressed in Chapter 16. Briefly stated, from a tradition-based and institutional perspective, global Daoism remains primarily a Zhengyi-Quanzhen tradition. However, there are also dynamic (and problematic) recent developments, including mediumistic cult influences, obscure family lineages, and diverse organizations. The student of Daoism is, in turn, faced with many perplexities and challenges when studying the contemporary landscape of things identified as “Daoist.” For simplicity’s sake, we might further speak of four basic divisions of Daoism: (1) classical Daoism; (2) early organized Daoism; (3) later organized Daoism; (4) modern Daoism. The rationale for this grouping is to distinguish historical developments (see Chapter 2), types of community (see Chapter 4), and distinctive models of practice (see below). It draws our attention to the ways in which the inner cultivation lineages of classical Daoism differ from the householder, ascetic, and eremitic communities of early organized Daoism, as the Later Han dynasty witnessed the emergence of Daoism as an organized religious tradition with enduring institutions. Early organized Daoism may be distinguished from later organized Daoism based on the ascendance of a monastic model in the latter (see Chapter 4) and the emergence of new models of practice, especially internal alchemy. Modern Daoism corresponds to the end of dynastic rule in China and the increasing influence of Western values and political ideologies. In its more contemporary form, it directs our attention towards Daoism as a global religious tradition. The seven periods and four divisions in turn provide a relatively simple and nuanced interpretive framework for discussing Daoism from a historical perspective, including attentiveness to larger cultural and social developments. In the following chapter I provide a concise overview of Daoist history based on this periodization model. It will also be utilized as one of the primary interpretive frameworks throughout the subsequent thematic and topical chapters.
 
 
  Models of practice and attainment 

While it may seem self-evident that “realization of the Dao” or “attunement with the Way” is both the origin and culmination of a Daoist training regimen, one cannot deny that Daoists have developed and advocated different and perhaps competing models for such realization or attunement. Some traditional models of Daoist praxis include the following: 
1 Alchemical: Transformation of self through ingestion of various substances (external) and/or through complex physiological practices (internal). 
2 Ascetic: Renunciation, perhaps even body-negation. May involve psychological purification (internal) or practices such as fasting, sleep deprivation, voluntary poverty, etc. (external). 
3 Cosmological: Emphasis on cosmological integration and seasonal attunement. 
4 Dietetic: Attentiveness to consumption patterns and influences. 
5 Ethical: Emphasis on morality and ethics, including precept study and application. 
6 Hermeneutical: Emphasis on scripture study and interpretation, often resulting in the production of commentaries. 
7 Meditative: Meditation as central, with the recognition of diverse types of meditation. 
8 Quietistic: “Non-action” (wuwei), involving non-interference, nonintervention, and effortless activity, as central. 9 Ritualistic: Ritual as central, with the recognition of diverse types of ritual expression and activity.
 
 
  As discussed in more detail in the following chapter, these models emerge in specific contexts and may be associated with particular Daoist movements (see Komjathy 2008b), but most Daoists employed and recommended a combination. An interpretative framework based on models of Daoist practice helps one understand the diverse expressions of Daoist religiosity and “paths to the Dao.” This interpretative framework will, in turn, be used throughout the present book. In concert with insights derived from Religious Studies (see, e.g. Smart 1999), it supplies at least one of the organizational structures of our inquiry: cosmology and theology (Chapter 6), ethics (Chapter 8), dietetics (Chapter 9), health and longevity practice (Chapter 10), meditation (Chapter 11), hermeneutics (Chapter 12), ritual (Chapter 13), and material culture (Chapter 15).
 
 
  Towards a postmodern and postcolonial approach The aim of a postmodern and postcolonial approach to the study of Daoism would be to move beyond solely Western frameworks and concerns, especially Western academic accounts of Daoism. It would consider indigenous Chinese and Daoist views, especially through conversations and direct experience with Chinese Daoist adherents and communities, but it would not privilege those. It would attempt to avoid any ethnocentric bias. It would be neither Sinocentric nor Eurocentric, neither Orientalist nor Occidentalist. At the same time, the academic study of Daoism must be Sinocentric on some level. Pre-modern China is the source-culture of Daoism, and Daoism has deep connections with traditional Chinese culture. This includes language and informing worldviews. Any informed perspective must acknowledge “Chinese Daoism” as the source-tradition of contemporary “global Daoism.” 

The postcolonial approach would specifically include voices from the Chinese Daoist tradition itself. It would attempt to understand Daoism from Daoist perspectives. Historically speaking, one would understand the ways in which Daoists have defined and understood their tradition. This would include contemporary Daoist perspectives as well. Here we must recognize that Daoists are adherents of Daoism, with ordained and lineage-based priests and monastics being the primary representatives (see Chapter 3). To allow one’s understanding of Daoism to be informed by Daoist perspectives presupposes religious literacy concerning Daoism and Daoist religious affiliation, identity, and adherence. It requires that one actually has access to Daoists. Such an approach faces a number of challenges in the modern world, not the least of which is widespread misunderstanding and misrepresentation (see Chapter 16; Komjathy 2011b). Most self-identified “Daoists” in the West, most visible through various “virtual communities,” unreliable electronic sources, and popular publications, have fabricated their identities from the various colonialist, missionary, and Orientalist legacies already mentioned. Metaphorically speaking, they are primarily tourists or miners in the sacred site of Daoism. In a postcolonial approach, ordained Daoists and adherents with formal standing in the religious community, actual committed Daoists and representatives of Daoism, would be empowered to speak for their tradition. This would especially include indigenous Chinese Daoist perspectives. It would recognize and respect individuals with formal commitments to and participation in the Daoist religious community. One interpretive benefit from the postcolonial approach is that it guides us to study the tradition through the tradition. It allows us to understand the ways in which Daoists have established and developed their tradition. We may then avoid some of the abovementioned interpretive issues, although the question of historical viability remains. For example, most modern Daoists view the contours of Daoist history in a way parallel to the present book. They see so-called daojia as part of so-called daojiao. In such a context, daojia functions something like “classical Daoism,” while daojiao functions something like “organized Daoism.” That is, Daoism is a diverse, but unified religious tradition. This tradition begins with classical Daoism, and includes the Daode jing and Nanhua zhenjing (Zhuangzi) as Daoist scriptures, as sacred texts and manifestations of the Dao (see Chapter 12). Moreover, many modern Daoists read those texts as practice manuals, as guidebooks for Daoist cultivation. 

Allowing Daoist views and perspectives to inform one’s understanding of Daoism is thus both challenging and enlightening. With respect to the former, it requires that one find actual Daoist adherents as conversation partners and actual Daoist communities and places as educational locales. This is especially challenging outside of China. Few “connoisseurs of Daoism” have actually met tradition-based Daoists, specifically ordained priests and monastics. To understand Daoism thus requires vigilance in terms of establishing parameters of inclusion and identifying legitimate sources of interpretive authority. It requires one to avoid, or at least to critically investigate, popular appropriations and distortions. It might involve avoiding the internet altogether as a viable source of information (see Chapter 16). 

In contrast, actual conversations with Daoists, whether through historical sources or modern clergy, reveal unexpected insights. These might include the importance of community, connection, cultivation, embodiment, energetic awareness, place, ritual, sacred presence, tradition, virtue, and so forth. For educators, a postcolonial approach that includes actual Daoist views might lead to alternative questions and new interpretations. One might in turn wonder whether or not a Daoist-inspired or actual Daoist type of scholarship is possible. As this book attempts to demonstrate, there is an academic model of scholarship that may be simultaneously historical, theoretical, ethnographic, and postcolonial. Metaphorically speaking, such an approach would attempt to overcome approaching Daoism as historical artifact, museum piece, and/or mining site. Such an approach might understand Daoism as an old growth forest, intact culture, and/or sacred site. The present book in turn aims to be a field-guide and a map to the landscape of Daoism as a Chinese and now global religious tradition.
 
 
  FIGURE 1 Map of Chongyang gong (Palace of Chongyang; Huxian, Shaanxi) during the Yuan Dynasty Source: Photo by author (Louis Komjathy)
 
 
  FURTHER READING 

Bokenkamp, Stephen. 2005. “Daoism: An Overview.” In Encyclopedia of Religion, edited by Lindsay Jones, volume 14, 2176—92. New York and London: Macmillan. Campany, Robert. 2003. “On the Very Idea of Religions (In the Modern West and in Early Medieval China).” History of Religions 42: 287-319. Kirkland, Russell. 1997. “The Historical Contours of Taoism in China: Thoughts on Issues of Classification and Terminology.” Journal of Chinese Religions 25: 57-82. —2002. “The History of Taoism: A New Outline.” Journal of Chinese Religions 30: 177-93. —2004. Taoism: The Enduring Tradition. London and New York: Routledge. Komnyathy, Louis. 2011a. “Basic Information Sheet on Daoism.” Center for Daoist Studies. www.daoistcenter.org/basic [Accessed on June 1, 2012]. —2011b. “Common Misconceptions concerning Daoism.” Center for Daoist Studies. www.daoistcenter.org/basic [Accessed on June 1, 2012]. Roth, Harold. 1999. Original Tao: Inward Training (Nei-yeh) and the Foundations of Taoist Mysticism. New York: Columbia University Press. Sivin, Nathan. 1978. “On the Word ‘Taoist’ as a Source of Perplexity.” History of Religions 17: 303-30.
 

Daoism: A Guide for the Perplexed : Komjathy, Professor Louis: Amazon.com.au: Books

Daoism: A Guide for the Perplexed : Komjathy, Professor Louis: Amazon.com.au: Books




Daoism: A Guide for the Perplexed Paperback – 13 March 2014
by Professor Louis Komjathy (Author)
3.8 3.8 out of 5 stars 8 ratings
Part of: Guides for the Perplexed (65 books)

Edition: 0th


Holistic overview for understanding different aspects of Daoism as a lived and living religious tradition.

Daoism is a global religious and cultural phenomenon characterized by multiculturalism and ethnic diversity. Daoism- A Guide for the Perplexed offers a clear and thorough survey of this ancient and modern religious tradition. The book includes an overview of Daoist history, including key individuals and movements, translations of primary Daoist texts, and discussions of key dimensions of Daoist religiosity, covering primary concerns and defining characteristics of the religion. Specifically designed to meet the needs of students and general readers seeking a thorough understanding of the religion, this book is the ideal guide to studying and understanding Daoism as a lived and living religious community.
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Review
The strength of this book is that Komjathy has immersed himself within the living tradition of Daoism and is able to provide us with detailed accounts of the many factions within the community, the various systems of religious leadership and transmission, the different collections of scripture and the traditional sacred places. It would be difficult to find a more comprehensive account of any of the better known religious traditions. ― Religions of South Asia

Louis Komjathy's Daoism: A Guide for the Perplexed dispels the many misconceptions that people have about China's indigenous religion, and sorts through the wealth of recent scholarship about Daoism. In so doing it builds up a clear and authoritative picture of China's indigenous religion that is both reliable and accessible. ― James Miller, Professor of Religious Studies and Chinese Studies, Queen's University, Canada

Whether perplexed, bemused, or simply curious, wayfarers along the path of life will find Louis Komjathy's little book a very knowledgeable and helpful guide to the Daoist tradition (formerly Romanized as Taoism). In a concise but accessible way, Komjathy gives the reader a complete map to the interesting and often wonderfully strange historical, cultural, and religious landscape of Daoism. Honest wayfarers may not be completely un-perplexed when finishing this guide, but they will learn that Daoism is a tradition that honors honest perplexity as a crucial step toward self-awareness and spiritual transformation. ― Norman Girardot, University Distinguished Professor of Comparative Religions, Lehigh University, USA

A very good book, it succeeds in creating an understandable and very well-founded review of the essential elements of this religion. In particular, the author explains the background and context so vividly that once you've finished reading, you will have a great overview of what the life and the faith of a Daoist represents. -- Martina Darga ― Chinese Medicine (Bloomsbury Translation)

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Holistic overview for understanding different aspects of Daoism as a lived and living religious tradition.
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Publisher ‏ : ‎ BLM ACADEMIC UK; 0 edition (13 March 2014)
Language ‏ : ‎ English
Paperback ‏ : ‎ 240 pages
ISBN-10 ‏ : ‎ 1441148159

Daoist Tradition: An Introduction: Komjathy, Professor Louis

Daoist Tradition: An Introduction: An Introduction : Komjathy, Professor Louis: Amazon.com.au: Books

https://archive.org/details/the-daoist-tradition-louis-komjathy

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Louis Komjathy


Daoist Tradition: An Introduction: An Introduction Paperback – 20 June 2013
by Professor Louis Komjathy (Author)
4.8 4.8 out of 5 stars 14 ratings

Edition: 1st

An introduction to Daoism as a living and lived religion, covering key themes and topics as well as its history.

Using a historical, textual and ethnographical approach, this is the most comprehensive presentation of Daoism to date. In addition to revealing the historical contours and primary concerns of Chinese Daoists and Daoist communities, this provides an account of key themes and defining characteristics of Daoist religiosity - showing it to be a living and lived religion.

A focus on exploring Daoism as a religion and from a comparative religious studies perspective gives the reader a deeper understanding of religious traditions more broadly. 

Beginning with an overview of Daoist history, The Daoist Tradition then covers key elements of Daoist worldviews such as cosmology, virtue, and morality. 

This is followed by coverage of major Daoist practices, moving ontothe importance of place and sacred sites as well as representative examples of material culture in Daoism. It concludes with an overview of Daoism in the modern world.The Daoist Tradition- An Introduction includes a historical timeline, a map of China, 20 images, a glossary, text boxes, suggested reading and chapter summaries. A companion website provides both student and lecturer resources.
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The Daoist Tradition

An Introduction

The Daoist Tradition cover
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$62.99 RRP $69.99 Website price saving $7.00 (10%)
$56.25 Booktopia paperback 400 pages

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Komjathy. Daoist Tradition: 
An Introduction 2013
by Louis Komjathy

Table of Contents

Part 1: Historical Overview
1. Approaching Daoism
2. The Daoist Tradition

Part 2: The Daoist Worldview
3. Ways to Affiliation
4. Community and Social Organization
5. Informing Views and Foundational Concerns
6. Cosmogony, Cosmology, and Theology
7. Virtue, Ethics and Conduct Guidelines

Part 3: Daoist Practice
8. Dietetics
9. Health and Longevity Practice
10. Meditation
11. Scriptures and Scripture Study
12. Ritual

Part 4: Place, Sacred Space and Material Culture
13. Temples and Sacred Sites
14. Material Culture

Part 5: Daoism in the Modern World
15. Daoism in the Modern World
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Product details
Published 20 Jun 2013
Format Paperback
Edition 1st
Extent 400 [?]
ISBN 9781441168733
Imprint Bloomsbury Academic
Illustrations 25
Dimensions 244 x 169 mm
Publisher Bloomsbury Publishing
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Product description

Review

Louis Komjathy has composed a comprehensive description of Daoism which combines an abundance of factual information with fresh insights and innovative concepts ... [His] book, based on solid scholarship and personal engagement with the Daoist tradition, is the most comprehensive introduction to Daoism currently available. -- Volker Olles, Humboldt University, Berlin ― Journal of Chinese Religions

Komjathy's book depicts a number of linked but distinct Daoisms, rather than only a single, uniform tradition, by structuring his presentation in terms of both multiple historical periodizations and various overlapping "models of practice and attainment" in which various Daoist practitioners participate across historical periods . . . As a first look at a complex and diverse set of traditions, [Komjathy's] book may be the best of its kind and certainly replaces treatments published prior to the twenty-first century. -- Jeffrey L. Richey, Berea College ― Religious Studies Review

The strength of this book is that Komjathy has immersed himself within the living tradition of Daoism and is able to provide us with detailed accounts of the many factions within the community, the various systems of religious leadership and transmission, the different collections of scripture and the traditional sacred places. It would be difficult to find a more comprehensive account of any of the better known religious traditions. ― Religions of South Asia

Louis Komjathy has written a masterpiece. It is detailed, insightful and authoritative, and is simply the best guide to Daoism that is available today. -- James Miller, Associate Professor of Chinese Religions at Queen’s University, Canada Published On: 2012-11-22

The Daoist Tradition: an Introduction, by Louis Komjathy, offers a clear, unbiased, and comprehensive description of Daoism (Taoism) from its roots in ancient China up to a plethora of modern interpretations, from within as well as outside of the Chinese cultural context. By using a "thematic" approach, scholarly as well as popular sources are treated with objective balance, without favoritism or bias. The "philosophy" vs. "superstition" dichotomy favored by 19h century missionaries and 20h century agnostics clearly does not to represent the Daoist Family inside China. The contemporary world is deeply influenced by Daoism, both within China, as well as throughout the "West" and modern Asia. Highly recommended for the general reader, as well as dedicated scholars. -- Michael Saso, Professor Emeritus, University of Hawaii, USA Published On: 2012-12-21

Louis Komjathy has presented us with a comprehensive history of Daoism that demonstrates once and for all that it is a tradition that--while multifarious--contains important themes, ideas, and practices that demonstrate a continuous development from the classical period to the modern world. Finally, a completely integrated history of Daoism that breaks the half century hegemony of the outmoded scholarly view that this tradition is deeply bifurcated, a religion that completely departs from the texts it claims as its foundations. -- Harold Roth, Professor of Religious Studies at Brown University, USA Published On: 2013-01-28