Faith in the religion of Islam is based on rational thinking. Quranic teachings always encourage people to achieve faith through reasoning and do not consider mere devotional cognition as adequate. Hence one should accept the Islamic axioms (Monotheism (Tawhid), Prophethood (Nubuwwah), and Afterlife (Ma’ad)) logically.

The above-mentioned Islamic axioms are constant, immutable, and limited, whereas new events and issues of each time are changeable and infinite. Consequently, there needs to be some Islamic scholars or experts who know the Islamic teachings in general and are aware of the contingent issues of the time and their solutions in particular, which makes them responsible for inference of new laws from basic principles of Islam (Ijtihad) in accordance with the needs of changing times and the requirements of new phenomena of human civilization [1].

On the other hand, the Integration of different people to Islam with their particular way of thinking, living with leaders of various religions, the religious discussions between them and the Muslims, and the appearance of Islamic philosophy would always arise doubts and uncertainties. So it necessitated research on the principles of Islam and justifying them especially after the time of the last Prophet (PBUH) and the Imams.

Muslim scholars have always proved that the Islamic teachings are dynamic, compatible with the passage of time, and capable of fulfilling the requirements of each age, generation, and civilization; this would, in consequence, develop the Islamic society and lead it through the path of evolution and perfection in many parts of the world, especially in the first centuries.

Ijtihad

The literal meaning of Ijtihad is to do one's utmost while striving and making effort to reach a goal which in this case is to endeavor to deduce the divine laws of Islam from the reliable sources and proofs, i.e. the Holy Quran, the historical tradition (Sunnah) [i], consensus (Ijma`) [ii], and reason (`Aql).

The term Mujtahid (the religious expert), derived from Ijtihad, refers to a person who endeavors in the way of Allah to derive laws and decrees regarding the religious fundamentals through all kinds of hardships and difficulties.

Ijtihad, which is of great importance in the religion of Islam, guarantees its persistence. Muslims have always been urged to study Islamic science and everything else which is necessary for the development and well-being of their society.

However, it is not compulsory (Wajib) for every single Muslim to become a religious expert (Mujtahid) due to its difficulty and some people’s inability to comprehend and derive Islamic laws all by themselves. It means that the obligation is on the community as a whole and so when a group of people devote themselves to the science of religion to guide the Muslims, then the obligation is lifted from the rest of the society [2].

Quran says: “why should not there go forth a group from each of their sections to become learned in religion, and to warn their people when they return to them, so that they may beware?” (9:122)

It is noteworthy that even though it is a sufficiency duty, every single person in the Islamic community can learn the science of religion and do Ijtihad individually. Therefore this science is not associated with a particular class of the society; rather, it only depends on acquiring the necessary knowledge and intellectual skills. So if a Muslim is not capable of attaining such level of knowledge that would enable him/her to deduce religious laws for himself/herself, it is compulsory for them to refer to an expert who has specialized in this field, i.e., Mujtahid.

Mujtahids

A fully qualified religious expert (Mujtahid), who is supposed to study and deduce the practical laws of Islam according to the time requirements, needs to have specific features, the most significant of which are:

Being able to fully understand the Holy Quran and the other religious sources to discover practical laws from their origins.
Being equitable and trustworthy
Being capable of refraining from sins
Being able to keep away from earthly desires

It is also important to bear in mind that the religious experts (Mujtahids) do not ever issue a decree (Fatwa) unless they have found adequate and reliable proofs and evidence in the Quran, historical tradition (Sunnah), reason, and consensus; which is when they inform the people of God’s commandments.

Imitation (Taqlid) in Islam

Taqlid in Islam literally means "to follow or imitate someone" in the realm of religious do’s and don’ts or the religious laws one must obey. In Islamic terminology, it means to comply with the edicts of a religious expert (Mujtahid) regarding practical affairs of religion.  Broadly speaking, imitation is classified into four different categories among people:

An unlearned following another unlearned
A learned following an unlearned
A learned following another learned
An unlearned following a learned

Quran, however, mentions two of the above; “an unlearned following another unlearned,” which is strictly prohibited:

“For when they are told, "Come unto that which God has bestowed from on high, and unto the Apostle" - they answer, "Enough for us is that which we found our forefathers believing in and doing." Why, even though their forefathers knew nothing, and were devoid of all guidance?” (5:104)

And that of “an unlearned following a learned” (the focus of this article):

“Ask the People of the Book if you do not know” (21:7)

In Islamic thinking, the latter is the only acceptable kind of Taqlid in Islam that appeals to man's rationale. According to common sense, we follow the guidance of a religious expert (Mujtahid) who knows the laws of religion, just as we voluntarily conform to the advice of a doctor when we need medical attention, or in the same way, we consult lawyers and comply with their recommendations. It is inherent in man's nature to resort to experts in fields wherein he lacks expertise.

Practical matters of faith are no different. We, therefore, comply with an expert in the field of practical religious affairs too [3]. In this kind of Taqlid in Islam, which is permitted in Islam, two important elements are involved; firstly, the imitator (Muqallid) must completely trust and have confidence in the religious expert (Mujtahid). Secondly, imitation (Taqlid) must fulfill the imitator’s (Muqallid) demands and lead him/her to perfection. Clearly, this does not make sense in the other forms of imitation (Taqlid) but the last one.

In short, the religious concepts and teachings of Islam fit into two main parts; the axioms and the practical commandments (practical principles). As for the Islamic axioms, i.e., Monotheism (Tawhid), Prophethood (Nubuwwah), and Afterlife (Ma’ad), no one is allowed to imitate; instead, each person is supposed to investigate and accept them individually since they are regarded as the main entrance to the religion of Islam.

But about Practical principles, which are obligatory practical commandments, Muslims are encouraged to investigate and find them out as individuals if they are able to do so; obviously, they are not allowed to imitate anyone. If they are not capable, though, they have to follow religious experts (Mujtahid) who have become specialized in Islamic science fully and deeply.

It is learned in this article that the cases in which Taqlid in Islam or imitation is allowed, are very limited in Islam. In fact, it is possible for every single Muslim to step on the path of investigation to attain knowledge and awareness about the truth and commandments of Islam themselves.

Notes:

[i]. the primary source of law taken from the sayings, actions, and approvals of the Prophet Muhammad (PBUH)

[ii]. acceptance of a matter by a specified group of Muslim scholars

References:

1. Ijtihad: Its Meaning, Sources, Beginnings and the Practice of Ra'

2. Taqleed

The best way to begin this article is by this beautiful saying of Imam Sadiq (AS) regarding Hajj: “The pilgrims, i.e., performers of Hajj or ‘Umrah’ are the guests of Allah, if they ask for something, He will answer them; if they supplicate to Him, He will answer them; if they intercede, He will accept it; and if they keep quiet, He will be the beginner, and they will be compensated instead of one Dirham, a million Dirhams” [i].

Hajj The Holy Pilgrimage

Literally speaking, Hajj means heading to a place for the sake of visiting. In Islamic terminology, Hajj is a pilgrimage made to Kaaba, the ‘House of God’, in the sacred city of Mecca in Saudi Arabia. It is obligatory for every Muslim to perform Hajj at least once in their lifetime provided that he/she is physically and financially able to do so. The rites of Hajj, which go back to the time of Prophet Abraham who built Kaaba after it had been first built by Prophet Adam, are performed over five or six days, beginning on the eighth and ending on the thirteenth day of Dhu al-Hijjah, the last month of the Islamic calendar.

Hajj is the ultimate form of worship, as it involves the spirit of all the other rituals. Nearly two million Muslims from all over the world meet each other and refresh in themselves the faith that all Muslims are equal and deserve the love and sympathy of others, regardless of their race, wealth, status, class, culture and ethnic origin [1].

Generally, there are three kinds of Hajj: Hajj al-tamattu, Ifrad, and Qiran. The first is the duty of a person whose home is located 16 farsakhs (about 90 km) away from Mecca. The second and the third (Ifrad and Qiran) are the duties of those who live in Mecca or outside it within this distance. Hajj al-tamattu differs from the two other kinds in its rituals and practices which is the focus of this article. It is also noteworthy that even Hajj al-tamattu becomes obligatory under certain circumstances, including sanity, adulthood [ii] and Istita’ah [iii] [2].

In the context of Hajj al-tamattu, the question of ability to perform this task (Istita’ah) and who is capable of it (Mustati) is of utmost importance and a very sensitive issue. To be Mustati, you should have the following abilities:

financial ability – i.e., you have enough money to support yourself and your family on your journey,
physical ability- i.e., Hajj is not obligatory for the sick, the old or those who are either unable or would face severe hardship,
Sirbi ability - i.e., the route is open and safe,
Time ability- i.e., that there should be enough time to go on Hajj after becoming Mustati [3].

Bearing these conditions in mind, let’s take a brief look at the rituals a person should perform when they go on Hajj.

Basically, Hajj al-tamattu consists of two parts: Umrah of Tamattu [iv] and the Hajjah, both have to be performed in the same year in Dhu al-Hijjah.

The rituals that have to be performed in the first part (Umrah) include five stages:

Ihram
Circumambulation (Tawaf)
Prayer of Tawaf
Sa’y
Taqsir

The pilgrims who visit Prophet Muhammad's (PBUH&HP) shrine and Imams' sepulcher in Medina before performing Hajj rituals, become Muhrim in Masjid al-Shajarah, and those who travel to Mecca from Jeddah become Muhrim in Juhfah.

To be Muhrim, men should take out all the clothes that are stitched and instead wear a two-part unsewn and clean white garment, one covering the lower parts of their body and the other their shoulders. Women, however, can wear stitched clothes provided that they are clean and white, and their face is not covered by anything. Then intending to perform the Umrah of Tamattu, they should say: LabbaikAllahommalabbaik,labbaika la sharikalakalabbaikm [vi].

Now you are Muhrim and ready for entering the sacred house of God.

There are twenty-five things which are forbidden in the state of Ihram. These are:

Hunting the land animal
Sexual intercourse
Kissing the woman.
Touching the woman
Looking at the woman and indulging in foreplay
Masturbation
Marriage
Using perfume
For men only: wearing the sewn clothes
Applying kohl on the eyes
Looking in a mirror
Wearing shoes or socks (For men only)
Cursing other people
Quarreling with others
Killing the insects on one’s body
Using cosmetics
Applying oil on the body
Getting rid of the bodily hair
For men only: covering the head. (Even submerging the head in a body of water is not allowed, for both men as well as women.)
Covering the face (For women)
For men: shading themselves from sun or rain.
Causing blood to come out of one’s body
Clipping the nail
Pulling out the teeth [4]

After saying your intention (Niyyah), you have to circumambulate (turn around) Kaaba located in Masjid al-haram seven times; “a fixed point in the center and everything else moving round it; a circular movement… sun in the center and turning round it are people, each a star in their own sky” [5]; you are performing Tawaf.

The reason for this rite is that the heart and soul of the pilgrim should move around the House of Allah and his love for Allah should become so great that no worldly attraction, neither the East nor the West, would distract him from this path. Only the Oneness of Allah (Tawhid) should attract him. Tawaf also conveys the message of unity. The pilgrims have come from different countries in the world; they have all gathered in Masjid al-haram circumambulating around Kaaba. It seems as though they were drops of water that now have made a huge ocean altogether [6].

When circumambulating, note that Kaaba should be on your left side, your clothes should be completely clean, and you should perform Wudu (ablution) before starting. Also, be careful not to bump into other pilgrims and keep your shoulders straight. After completing this holy task, you should perform a Salat which is called prayer of Tawaf (Tawaf’s Salat) and is performed like Morning Prayer behind Maqam Ibrahim.

Now, you have done your Tawaf and performed the Salat after it; what you will go through next is called Sa’y. You should walk the distance between Safa and Marwah seven times, starting from Safa and terminate the first lap at Marwah, then walk the second lap from it to Safa and so on till you terminate the seventh lap at Marwah. Don’t worry, if you get tired you are allowed to take a brief rest and start over from where you stopped.

Last but not least, in the rituals that should be performed throughout Umrah al-tamattu is called Taqsir, meaning that you have to cut a short piece of your hair or nails. With this task done, your Ihram will be finished, and everything that was Haram in this process will become Halal again, and you can take off your Ihram clothes.

Congratulations! You made it; you have completed the first part of your pilgrimage. Now, you will enter the next phase, called Hajjah.

Hajjah consists of 14 stages:

Wearing Ihram
Staying at Arafat
Staying at Muzdalifah (Mash'arul Haram)
Going to Mina
Stoning the Jamratul Uqba
Sacrificing an animal
Taqsir
Tawaf of Hajj
Prayer of Tawaf of Hajj
Sa’y
Tawaf-un Nisa
Prayer of Tawaf-un Nisa
Staying at Mina
Stoning the three pillars (Jamaraat) on the 11th and 12th of the month

On the 8th day of Dhul-Hijja, pilgrims become Muhrim again and go to Arafah -a plain about 20 km Southeast of Mecca- and stay there on the 9th of Dhul-Hijja from noon to sunset. You can walk, sit or sleep, talk or keep quiet and think in there, but it is strongly recommended to spend the entire day, especially the afternoon, in supplication and Dua.

At sunset, you have to set out to Muzdalifah (Mash’arul Haram) where you are supposed to stay until sunrise and at which you gather pebbles for hitting the Jamaraat. Then on the 10th day, you leave for the land of Mina. You need to stone the Jamratul Uqba (biggest pillar) with seven pebbles, sacrifice a sheep, a camel or a cow, and shave your head or perform Taqsir [vii].

After performing three of these you can come out of Ihram, but there are still acts you have to do and ones that are forbidden like wearing perfume, hunting, and marital relations.

Acts that remain to be performed:

Tawaf of Kaaba; you turn around Kaaba, seven times as you did for Umrah.
Salat of Tawaf; after performing Tawaf, recite two-Rak’at Salat behind Maqam-e- Ibrahim.
Sa’y; perform Sa’y the same as the one did for Umrah except for the intention which has to be of Hajj-al-Tamattu.
Tawaf-un-Nisa; return to Kaaba and perform another Tawaf with the intention of Tawaf-un-Nisa of Hajj-e-Tamattu.
Salat of Tawaf-un-Nisa; recite another two Rak’at Salat behind Maqam-e-Ibrahim with the intention of Salat of Tawaf-un-Nisa of Hajj-al-Tamattu.
Spending the night in the land of Mina; it is obligatory (Wajib) to spend the night of 11th and 12th of Dhu al-Hijjah in Mina.
Rami al Jamaraat; while in Mina, you have to stone all the three pillars (Jamaraat) with seven pebbles between sunrise and sunset on both the 11th and 12th day.

After stoning the three Jamaraat on the 12th day, you will leave Mina for Mecca before sunset. Your Hajj is complete, and you are free to do everything you were allowed to do before Ihram. There is also a great emphasis on visiting the Prophet's mosque in Madinah before or after Hajj. Pilgrims return to their countries after Hajj rituals, and they are as pure as a newborn baby.

May God accept your Hajj.

Notes:

[i] A unit of currency in several Arab states

[ii] People who have reached the age of shar‘ī puberty

[iii] Having the capacity to perform Hajj

[iv] Not to be confused with the Umrah al-mufradah which refers to Umrah that is performed independently of Hajj. However, they have some rituals in common.

[vi] «لَبَّيْكَ اللّهُمَّ لَبَّيْكَ، لَبَّيْكَ لا شَرِيكَ لَكَ لَبَّيْكَ»: "Here I am (for Hajj). Oh Allah, here I am. Here I am. You have no partner. Here I am."

[vii] Women clip their hair or the tip of their fingernail.

References:

1. what is Hajj
2. Hajj
3. Hajj
4. Hajj & Umrah
5. Shariati, Ali. Hajj (The Pilgrimage)
6. Hajj