János László and Orsolya Vincze (Pécs)

Coping with historical tasks

The role of historical novels in transmitting psychological patterns of national identity

 (Zusammenfassung, ca. 20 Zeilen, in Deutsch – Platzhalter ), Schriftgröße 9

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Literary socialization is part of a broader socialization process in which members of a culture become competent actors in infinite variety of interaction in the given culture. Competency means not only knowledge and skills in coping with problems raised by nature or with social tasks. It also means learning how to control internal forces of personality or building harmonic and stable identity. Literature from nursery rhymes through fairy tales and youth novels to masterpieces of drama or epics serves to enhance human capacities in both senses. Some authors emphasize the learning or cognitive aspects. For instance, Burke (1945) suggests that literature provides readers with behavioural strategies, so called stratagems. Others focus on the internal world or personality development of readers. In this vein, Bettelheim (1975) showed how tales involving aggression and terror help to regulate children’s wild and threatening fantasies. Ricoeur assigns pre-eminent role to narrative, including fictional literary narrative in both constructing human world and human identity. He writes:

“ … from where the hidden paths of jealousy, the tricks of hatred, and the different kinds of desire are created if not from persons created by artistic pieces? And it is not all too important whether these are written in first or third person singular. A significant share of the treasures of our mind is to be owed to the psychological work performed by narrators and creators of fictitious characters.”[1]

There is, however, a somewhat neglected aspect of the socialization function of literature, especially building identity, which is implicit also in literary socialization. Although group membership has been acknowledged in social psychology as major contributor to individual identity (see the reference group theory, e.g. Shibutani 1961 or the social identity theory, e.g. Tajfel 1981) until recently, there has relatively been little attention given to the significance of sharing a group’s history. Current social psychological research as well as anthropological evidences point to the role group history plays in shaping group identity, and thereby identity formation of group members. Narratives from oral genealogy or myths of origin to historical texts are primary carriers of the past of a group offering this past for identification to forthcoming subsequent generations  (Assmann 1992; Sperber 1996). In the row of narrative transmitters of the historical past, fictional and symbolic literature, particularly historical novels, probably plays a significant role.

Despite the controversies surrounding the concept of nation (what are the criteria of this entity, when has it historically evolved, does it still have relevance in the contemporary societies, etc.), language, culture, and shared past are unequivocally considered among the factors rendering national unity to a group of people. Nationalism, originating from the French revolution and the German romanticism, particularly from the idealist philosophy (Herder and Hegel), not only facilitated social progress and fuelled the establishment of several independent states in Europe, it also caused enormous suffering to mankind in the nineteenth and twentieth centuries. Nevertheless, attachment to a language, a culture, and a past seems to be a basic motivational force both in personality dynamics and social life of people not only in the Western world, but universally. People keep continue to live in national states and in national cultures, and it is an open question how globalisation, supranational organizations, and multiculturalism will change this tradition, not to speak about the psychological issues of identity development, which may go along with these changes. In a recent book, Reicher and Hopkins (2001) review the issue of nation and selfhood from the point of view of psychology. They arrive at a conclusion that although the idea of an inbred national character originating from Le Bon, which is expressed in the famous phrase

“The civilization of a people is the external clothing of its soul, the visible of those invisible forces that direct it.”[2]),

has been overcome, the psychological content of the cultural theory replacing it is fairly underdeveloped. Authors of the chapter on the national character in the first edition of the Handbook of Social Psychology (Inkeles and Levinson, 1954) extensively refer to the anthropological writings of Ruth Benedict’s “culture and personality school”(Benedict 1946), but hardly find psychological literature enlightening how sociocultural forces shape peoples personality, who live and get socialized in the context of a nation. This insufficiency has not been remedied in the subsequent editions of the Handbook, only current efforts in social identity theory (e.g. Billig 1986) and in narrative identity theories (Bruner and Feldmann 1996, Assmann 1992) try to address the intricate problems of national identity and of its construction.

According to narrative identity theories, both social identity (the sense of being identical with a group and its values) and personal identity (the sense of continuity and personal stability) are constructed in and by the narrative function of the mind (Bruner 1990, László 2003, Mc Adams 2001). Ricoeur (1992) emphasizes the self-understanding nature of narrative. Identifying ourselves, being identical with ourselves always assumes identification with others, which is manifest in narratives. The role of narrative mediation is to develop variations of our own personality through identification that is the third-person construction of the self.

In practice, reading fictional narratives is a process of socialization. Paradoxically enough, although reading mostly proceeds in solitude, it is a process of experiencing the bonds that connect individuals to culture and society. So, if we raise the question, what is, if not the genes that have the capacity to maintain and transmit the “soul” or national character of a people, we will arrive at cultural narratives, which carry the psychological patterns of personality or psychological constructions characteristic to the culture.  

Historical literature represents a special filed of socialization in the above sense. Most of historical novels attract their readers not by aesthetic sophistication and excellence, but by providing a playground for experiencing the history. Historical novels offer glorious past and heroic deeds for identification, thereby enhancing group identity. The plot, the heroic fight, recalling the victorious past in all probability has an influence on the long lasting popularity of these novels. It is hardly incidental that historical novels occupy primary places on the reading lists in schools. As a step in literary socialization, they introduce pupils into the art of reading. In the same time, however, as part of the broader socialization process, they transmit the cultural patterns of national identity.

Against this background, a group of Hungarian psychologists set out to study the most popular Hungarian historical novels with the aim of uncovering what they offer for identification and the mechanisms how they do it. Popularity or success was measured by frequency of publications, by frequency of their application to different media, e.g., cinema, television, or radio, and by frequency of book loans in a yearly repeated nationwide survey in Hungarian public libraries. The aim of the first study was to uncover social psychological patterns of narrative composition in the two most successful Hungarian historical novels, which enable or facilitate readers’ identification with Hungarian national history and its representatives. In this way, the study intended to provide support for the hypothesis on the relation between literary success and capacity for identity construction. The study also intended to reconstruct some features of Hungarian national identity as it is represented in the most successful historical novels.

Results of the two most successful historical novels (The Stars of Eger by Géza Gárdonyi and Sons of the cold-hearted man by Mór Jókai, both written in the second half of the nineteenth century) suggested that the novel presents glorious past and human values, which may be substantial from the point of view of national identity.  They also showed, however that historical glory in itself is not enough for success. The popularity of the novel is related to a social psychological composition of how these attractive values are arranged in the story. The positive properties (strength, knowledge, wisdom, moral) are divided unevenly among the characters, each character representing an ideal form of a single attribute. The novel, taking advantage of its capacity for identification, offers patterns of idealized and schematized group-properties coded in actions of uni-dimensional characters, which make the process of identification easier. On the other hand, this composition makes it more emphatic that the one-sided characters form a group together. It transmits and reinforces a national identity, which is composed from all the positive attributes represented in the novel.

The social psychological composition of the Sons of the cold-hearted man is based on an ideal opposition of the in-group and out-group, although the plausibility of the plot is accentuated by the fact that actions of the Hungarian characters occasionally also end with negative outcomes. The non-Hungarian characters’ deeds are entirely negative throughout the novel. This corresponds to peoples’ general attitude towards their in- and out-groups. The popularity of the novel, however, cannot be attributed only to this ideal opposition. To construct an easily accessible positive national identity, the writer performs the task of making a moral victory out of defeat.  (See László, Vincze, Somogyváry 2003)

The third ranking novel in the success list is the Golden age of Transylvania  written also by Mór Jókai. This novel brings back the reader into the seventeenth century Transylvania. The novel thematises a prototypical situation in the Hungarian history: an epoch when national identity should have been maintained under the threats of two competing great powers. The present study aims at providing an analysis of the coping strategies not so much for giving an explanation for the popularity of the novel, rather for sorting out the patterns of coping that the novel offers for identification. So as to give a context to such an analysis, we need a brief outline of both the history of Transylvania and the plot of the novel, as well as to the theory of coping with threatened identities.

A brief history of Transylvania

Transylvania is a typical Central-European region where population, state frames and rules have changed several times from the Roman ages. From the ninth century Hungarian occupation of the Carpatian basin, she was populated by Hungarian tribes, and after forming the Hungarian state in 1000, she belonged to the Hungarian crown. Thanks to the German (Saxons) and Romanian immigration, a fairly mixed population lived together already in the, twelfth century. An alternative explanation, which is named “Daco-Romanian continuity theory” and is advanced by Romanian historians says that Romanian population in Transylvania is descendant of the Dacians, who had lived in the Roman Empire. Due to her richness in natural resources and her relative seclusion (she is surrounded by high mountains), Transylvania enjoyed a relative independence within the Hungarian state from the beginning and reached a high level of economic and cultural development.

As for many countries in Central Europe, Transylvania’s history was determined by the expansion of the Ottoman Empire for many centuries in the middle ages. Western part of Hungary became part of the Habsburg Empire (Habsburg dynasty occupied the Hungarian throne), central part went under Turkish yoke, whereas Transylvania kept a relative independence under Turkish control. This is the period, when Transylvania was central in preserving Hungarian culture and identity, and this is what is reflected in the title of the novel: Golden age of Transylvania. After the victory over the Turks, the Habsburgs separated Transylvania from Hungary and governed her as a separate province. This separation lasted until the Austro-Hungarian reconciliation and estab­lishment of the dual monarchy in 1867, when Transylvania returned to the Hungarian crown, however, with a majority of Romanian population. The peace treaties after the World War I joined Transylvania to Romania. Apart from a short interlude during the World War II, she is part of Romania ever since.

This brief historical overview may explain why is it that Transylvania is strongly embedded into the Hungarian social memory. Much of the Hungarian culture and history evolved in this region and “places of remembering” of the Hungarian social memory scatter the Transylvanian cities and villages.

Summary of the novel

The novel was written at the end of the nineteenth century, and its popularity much preceded the secession of Transylvania from Hungary. Thus it has nothing to do with the traumatic experience of losing a historical land and the nostalgic sentiment toward this land.

During most of the seventeenth century Hungary was torn into three pieces. The central part of the country was occupied by the Turks, the Western part was governed by the Habsburg empire, whereas Transylvania enjoyed a relative independence. The Hungarian nobility was also divided. Some of the noblemen living in the Western part fought not only against the Turks, but also for the Hungarian independence (including their rights and privileges) against the Habsburgs, whereas some others depended more on the Habsburg rule. Similarly, part of the Transylvanian nobility compromised with the Turkish Sultan, the other part fought for entire sovereignty of Transylvania, whereas a third part leaned to a risky alliance with the revolting nobility of Western Hungary against both the Turks and the Habsburgs. At the time of the novel, Transylvania was governed by the reigning prince. The prince was selected by the Turks, who expected loyalty, taxation, support to their military operations, etc., but he formally was elected by the convention of the Transylvanian nobility. Having been dissatisfied with the former reigning prince (whom they killed in a battle), Turks set Apafi, an apparently mediocre nobleman to the throne of Transylvania. Apafi gradually learns how to strengthen his position by balancing between the different pressure groups (pro-Transylvanians, i.e., those who want to fight against the Turks, pro-Hungarians, who want an alliance with the rest of Hungary, and pragmatics, who want to live in peace with the Turks) and by making compromises with the Sultan, who kept strong armies in Transylvania. His wife, Lady Apafi, a highly talented and attractive woman plays an important role in establishing Apafi’s power. The political game and political loyalties are interwoven with kinship and romantic relationships, selfish economic interests, treacheries, intrigues, adultery and romantic rivalry. A protégée of Lady Apafi, count Teleki, who is a devoted supporter of the Hungarian case, becomes chancellor of Apafi. The conflict between him and count Bánfi, a successful general in the fights against the Turks, and is the primary representative of the Transylvanian sovereignty, gets sharper and sharper. Count Bánfi is in kin relation with Lady Apafi: he is her brother in low. Eventually, count Teleki and his allies make a plot against count Bánfi and reach that the prince approves Bánfi’s execution. Lady Apafi’s efforts to rescue him prove to be late.

Coping

People are faced with numberless problems in their physical and social environment during their life course. Several of these issues may be threatening, and individuals need to develop coping strategies so as to survive. In the psychoanalytic theory, coping with the environmental, as well as internal threats is the task of the ego. Haan (1977) distinguishes between coping and defense. Coping is normal ego-function, it is bond to reality, and enables expressing adequate emotions. As opposed to coping, defence (e.g., repression, splitting, projection, etc.), by its compulsion and rigidity, distorts reality, and gives an impression that one can discharge anxiety without dealing with the problems.

Psychological studies of coping focus on two aspects of the phenomena. The trait models (e.g. Krohne and Rogner 1982) suggest that people develop characteristic strategies for dealing with a wide range of conflicts and they apply these coping strategies consistently. The efficacy of coping depends on the quality and types of the available coping strategies. The transactional models (e.g. Lazarus 1966; 1991) suggest that coping behavior is a result of person-environment dynamic interaction. The pivotal point of the process is the cognitive appraisal. According to Lazarus (1991), the primary appraisal orients about personal involvement and the magnitude and nature of the problem: whether it is a challenge, a threat, a possible gain or loss. The secondary appraisal process is selecting the accessible coping strategies.

Intra-psychic coping

Special attention is given to coping that people employ to protect their threatened identity (see Breakwell 1986). The intra-psychic strategies range from deflection, which entails the refusal of modification of the identity content or identity values to acceptance, which results in modification of the identity according to the threat. There are various opportunities to cope with the threat by re-evaluation of the content of the identity. These strategies serve to make the identity changes required by the threatening situation more palatable and less disruptive. The coping potential of the individuals at the intra-psychic level is highly dependent upon their social networks and group memberships. The social support that individuals may get from their partners and groups may encourage them to re-evaluate and re-define their identities and they may alleviate the negative consequences of such changes.

Interpersonal coping

Social support is also important when individuals employ interpersonal coping strategies. When social environment intends to deprive a capacity from the individual, and this deprivation threatens her identity’s value, continuity or distinctiveness, or, conversely, intends to assign her unfavourable attributes, equally threatening to her identity, the individual may turn to interpersonal coping strategies. Whereas intra-psychic coping strategies are based upon cognition, emotion and values, interpersonal coping strategies focus upon action which involves negotiation with others and their manipulation. People may isolate themselves from partners who represent the identity threat by avoiding social contacts with them. They may become negativistic by going outright conflict with the partners who challenge their identity structure.  Another option is to compromise, i.e., to fulfil the stereotypical requirements of the expected identity and thereby gaining social approval. If other strategies fail or previous experience suggests its advantages, people may comply.

Of course, each interpersonal coping strategy has its advantages and disadvantages, and there are no universal criteria for judging on the appropriateness or fit of a particular coping strategy, however some aspects of the results can unequivocally evaluated as positive. Among these aspects are stress-reduction, maintenance of positive self-evaluation or preserving own and other people’s well-being.

To use adequate coping strategies depends on several factors, such as the nature of the coping task, the assessment of the realistic opportunities, the coping capacities of the individual, etc. However, individuals tend to develop coping styles that are characteristic to them. These coping styles extend to what they conceive as problematic or threatening and to what coping strategy they tend to employ to cope with each threat. Similarly, we may assume that groups living in a particular culture offer a set of coping strategies for dealing with a set of various identity threats and socialize their members to use these strategies whenever the threat occurs.

The study

Based on the above assumption, we looked at the Golden age of Transylvania from the angle of coping with historical tasks. What we did was identifying the threats to the identities of the main characters throughout the novel, and assessing the coping strategies that they employed. We also assessed the outcome or efficacy of each coping effort. Thus, from the conflict-matrix of the group relations and interpersonal relations and the coping-matrix of the characters we get a picture on the model of coping projected by the novel.

The obvious and immediate threat to each Transylvanian-Hungarian character’s identity in the novel is the Turkish expansion. Turks had all the military power to retaliate any attempt to transgressing the status quo of the limited independence and strengthen their control over Transylvania. Historical traditions and the threats represented by the Habsburg Empire would have prescribed an alliance with the rest of Hungary, on the other hand, such an alliance would have provoked the Turks. Accordingly, there are three political groups in the novel, each represented by main protagonists. The main representative of the Pro-Transylvanians (i.e., fighting for Transylvanian sovereignty) is count Bánfi. The main figure of the Pro-Hungarians is chancellor Teleki and Lady Apafi, whereas Pragmatist are represented by the reigning prince of Transylvania Mihaly Apafi, his brother, István Apafi, and  Apafi’s marshal, count Béldi. Figure 1 shows the three sets of characters, as well as the kinship-and interpersonal relations between them.  

 

Insert Fig. 1 about here:

Method

The novel, which consists of 70708 words and 19 chapters, was reduced by eliminating all those parts where a) none of the main characters was present and b) the main characters had interactions with other characters who did not belong to either of the above groups of the characters or to the Turks. In other words, only those segments of the novel were further analysed that dealt with the relations of the main protagonists of the Transylvanian groups to each other and to the Turks. Interactions that were immediately relevant to the relation to the Turks on one hand, and to the Hungarian alliance on the other were analysed separately. The text was broken to episodes where representatives of each group met and interacted. Interpersonal coping of the Transylvanian characters in relation to each other and to the Turks was coded in each episode. Episode boundaries were drawn whenever a new character of either of the respective groups entered the scene. Categories of coping were applied according to Breakwell (1986). The following categories were used:

 

Resistance: the character opposes the goal of other people

Compliance: the character conforms to other people’s goal

Negotiated compliance (compliance after resistance): after opposition, the character accepts other people’s goal

Confrontation with acting out: the character takes immediate action to prevent other people’s goal-attainment or exhibits hostility toward her opponents.

Confrontation with rational acting: the character refers to social norms in acting against other people’s goals.

Cooperation: the character cooperates with other people so as to pursue her goals

Instrumentalisation: the character uses (manipulates) other people as means of her own goal-attainment.

Evasion: the character evades dealing with the threats

 

In each case when a particular coping was identified, its efficiency or outcome was also assessed. Long term success of the coping strategies of the protagonists was evaluated on the background of the historical knowledge from two respects: from maintaining and strengthening group identity (and thereby one’s own personal identity) and from maintaining and strengthening the existence of the group. Accordingly, for Pragmatists and Pro-Transylvanians the following outcome matrix was applied:

 

Positive identity outcome: strengthening Transylvanian group identity

Negative identity outcome: weakening Transylvanian group identity

Positive existential outcome: maintaining the existence of the group

Negative existential outcome: thwarting the existence of the group

Since Pro-Hungarians clearly adopted a broader Hungarian group identity concept, the identity outcome of their copings was evaluated from this broader perspective, whereas the existential outcome was also evaluated from the perspective of the Transylvanian group.  

Coding was performed for both the coping categories and for the efficiency of coping by two independent coders with a .76 agreement.  

Results

The tables below show the characters’ interpersonal copings employed in relation to the Hungarian alliance and to the Turks. Figures in parenthesis indicate the frequency of each type of coping.

 

Table 1

Pragmatists’ relation to the Hungarian alliance

 

III.                                            Character

IV.                                            Coping

V.                                             Identity outcome

VI.                                            Existential outcome

Apafi, Mihály

Negotiated compliance(2)

negative, negative

positive

Apafi, Mihály

Resistance (2)

positive

positive

Apafi, Mihály

Evasion

positive/negative

positive

Béldi, Pál

Negotiated compliance

negative

positive

Apafi, Mihály

Confrontation with acting out

positive

positive

Béldi, Pál

Resistance(2)

positive, positive

positive

 

Pragmatists show a flexible set of coping strategies in the case of the Hungarian alliance. By complying for some pressures of the Pro-Hungarians they tend to weaken Transylvanian identity, nevertheless the existential outcome of their coping is positive, because they manage to preserve not only their life and power but also the relative independence of Transylvania. 

 

Table 2

Pro-Transylvanians relation to the Hungarian alliance

 

Character

Coping

Identity outcome

Existential outcome

Bánfi, Dénes

Confrontation with acting out (5)

positive(5)

negative

Count Bánfi in every situation openly confronts any attempt of the Pro-Hungarians. At the end of the novel he preserves his Transylvanian identity, but he looses his life.

 

Table 3

Pro-Hungarians relation to the Hungarian alliance

 

Character

Coping *

Identity outcome

Existential outcome

Teleki, Mihály

Instrumentalisation (Apafi) (4)

positive (4)

negative(4)

Teleki, Mihály

Confrontation with rational acting (Bánfi) (2)

positive (2)

negative (2)

Teleki, Mihály

Instrumentalisation (Bánfi) (3)

positive (3)

negative (3)

Lady Apafi

Confrontation with rational acting (Apafi)

positive

negative

Lady Apafi

Confrontation with acting out (Apafi)

negative

positive

Lady Apafi

Confrontation with acting out (Teleki)

negative

positive

 

Chancellor Teleki pursues his goals primarily by manipulating his fellow noblemen including the reigning prince. He generates a division even in his own group, since Lady Apafi who originally was an enthusiastic supporter of his plans (she even confronted with his husband for the Hungarian case) turns against him. Most of the copings of this group tend to strengthen the broader Hungarian identity, however, apart from short term successes, they fail to achieve their political goals.

 

Table 4

Pragmatist relation to Turks

 

Character

Coping

Identity outcome

Existential outcome

Apafi, Mihály

Negotiated compliance

negative

positive

Apafi, Mihály

Compliance

negative

positive

Apafi, Mihály

Negotiated compliance

negative

positive

Apafi, Mihály

Cooperation

negative

positive

Apafi, Mihály

Resistance

positive

negative

Apafi, Mihály

Compliance

negative

positive

Apafi, Mihály

Instrumentalisation

positive

negative

Béldi, Pál

Cooperation

negative

positive

 

Apafi and the other pragmatists use a wide selection of copings also in relation to the Turks. These copings have diverse consequences for their group identity, but almost unanimously serve positive existential outcomes.

 

Table 5
Pro-Transylvanians relation to Turks

 

Character

Coping

Identity outcome

Existential outcome

Bánfi, Dénes

Confrontation with acting out (6)

positive (6)

negative (6)

Bánfi, Dénes

resistance

Positive

negative

 

The leader of the Pro-Transylvanian group, Count Bánfi adopts a confrontative coping strategy not only toward the Pro-Hungarians, but also toward the Turks. Whereas his coping serves preserving group identity (distinctiveness and independence), the existential outcome for his personal life is fatal.

 

Table 6

Pro-Hungarians relation to Turks

 

Character

Coping

Identity outcome

Existential outcome

Lady Apafi

Instrumentalisation

Positive

negative

Teleki, Mihály

Resistance

Positive

negative

 

Pro-Hungarians defend their identity from the Turkish threat with active resistance, however they do not confront directly. Nevertheless, the existential outcome of their coping because they fail to generate unity against both the Turks and the Habsburgs and to re-establish a united Hungary.

Discussion

In a recent chapter, Fleisher Feldman (2001: 143) argues that narratives of national identity can be approached by seeing them as a special case of the group-defining story. She goes on arguing that the patterns of group-defining narratives become part of the cognitive equipment of the members. The way they function in cognition is as interpretive frameworks that tell what meaning can be attached to events. She claims that these narratives facilitate interpretation, or allow particular events to be given meaning, by supplying a particular shared context within or with which they take on a determinate meaning. Popular historical novels belong to the genres of national identity narratives. In the present study we suggested that these narratives offer psychological patterns for identification that are for some reason important for national identity. Popularity is, in this sense, is an empirical evidence for centrality or importance of a given psychological constellation. Of course, the social environment, the historical task of the characters is also important. Psychological patterns reveal themselves in relation to the historical task. The popularity of the Golden age of Transylvania is at least partly due to the almost archetypical historical task of Hungarians that contrary to the Herderian forecast on extinction of Hungary they should maintain their identity and existence under the threats of neighbouring imperia. Several coping strategies unfold in the novel. It is noteworthy that as opposed to “heroic historism”, the novel presents neither confrontation nor instrumentalism as efficient coping strategies. It makes the negotiated compliance and other coping strategies of pragmatism the most efficient and attractive.

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Authors’ addresses:

Prof. Dr. János László and Orsolya Vincze

University of Pecs, H-7624 Pecs, Ifjusag u. 6

Email: laszlo@mtapi.hu



[1]   Ricoeur 1991: 42.

[2]   Le Bon 1917: 59.

* Partners towards whom the given coping is employed are in parenthesis.