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(07b) The Principle of Distinction
(07b) The Principle of Distinction
(07b) The Principle of Distinction
ABSTRACT The principle of distinction (or discrimination) has been a pillar of any major
version of the doctrine of just war, being one of the two principles of jus in bello. That principle
was presented, illustrated, interpreted, explained, defended, and developed in Michael Walzer’s
seminal book Just and Unjust Wars, in its several editions as well as in his recent Arguing about
War. The purpose of the present paper is to reconsider current understanding of the principle,
which owes much to Walzer’s important contribution to the philosophical tradition of the doctrine
of just war.
KEY WORDS: Just War Doctrine, Jus in Bello, Distinction, Discrimination, Combatants,
Walzer
Correspondence Address: Dept. of Philosophy, Tel Aviv University, Tel Aviv 69978, Israel.
Context Justification
Combatants Always
Civilians Never
g. The core of the norm that applies to civilians is that usually they are
entitled to an immunity from hostile military activity, with some
exceptions;
h. Such a framework of delineations and norms is morally justified, either
in its essence or in being a step in the morally right direction.
grounds of a belief about circumstances, the stronger has the evidence one has
at one’s disposal to be.
Public reason (as portrayed by Rawls) is not the normative system used by
every government and every state under the circumstances of an armed
conflict. However, much of what we encounter in constitutions of democratic
states and in law is a valuable approximation to public reason.
Accordingly, I will assume that every justification question about a military
activity has to be answered on the grounds of public reason.1
Distinction
Often, a moral distinction between two individuals will rest on morally
relevant differences between certain actions they deliberately performed or
failed to perform. Moral evaluations according to a certain moral theory will
involve differences in the intentions reflected in those actions, while moral
evaluations according to another moral theory will involve differences in the
general effects of those actions. Interestingly, the distinction found at the core
of the principle of distinction rests neither on differences between certain
actions that have already been performed, nor on differences in certain
intentions that have already been entertained, resulting in certain actions, nor
on certain effects of certain actions that have already been performed. Two
problems, then, arise: firstly, what is the nature of that distinction, and
secondly, why is it morally relevant?
Those problems are deeper than they seem. When we consider two
individuals in a violent conflict, it is usually the case that one of them will
turn out to be justified in having resorted to violent activity, while the other
one will not be thus justified. If we consider two groups of individuals in such
a violent conflict, it is often the case that members of one group are justified
in having resorted to some violent means, while members of the other group
are not. Whether the conflict is between two individuals or two groups of
individuals, the morally relevant distinction will usually be a distinction
between the individuals or the groups of individuals, and will rest on some
deliberate actions performed by one individual or group assaulting the other
individual or group, respectively.
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Combatants
The major conceptual element of the distinction protected by the principle of
distinction is that of being a combatant. Usually, the distinction is presented
as one between combatants and noncombatants, rather than in terms of
‘civilians’ and ‘noncivilians.’ Even if the latter presentation rather than the
former had been used, any elucidation of its meaning would include the
observation that by ‘civilian’ we mean a person who is not a member of an
armed force, particularly a military force.
Under the international laws of international armed conflict, combatants
are either ‘members of the armed forces of a belligerent party (except medical
and religious personnel)’ or ‘any other persons who take an active part in the
hostilities’ (Dinstein 2004: 27). The clear merit of such a delineation of the
group of persons regarded as ‘combatants’ is that it is relatively clear and
practical. Members of armed forces presumably wear uniforms that identify
them as such. Persons who take an active part in hostilities are usually easily
identifiable as such when they are engaged in such activities.2
Those two categories of combatants form an odd combination. The second
category, which involves taking active part in the hostilities of an armed
conflict, indicates that the essence of being a combatant is active participation
in hostilities in the context of an armed conflict, when and where a person
acts in a way that directly jeopardizes the life, health, wellbeing, or
independence of other persons. The core of a military force of a belligerent
state indeed consists of persons who are combatants, not only in the sense of
the first category, of being a member of the armed forces, but also in the sense
that characterizes the second category, of acting in a way that jeopardizes
other persons in the above-mentioned ways.
However, beyond the core of a military force of a state, there are numerous
men and women in military uniform who do not take an active part in the
hostilities of an armed conflict, whose regular activities as members of the
military force do not directly jeopardize other persons in any of those ways.
If one is interested in a practical delineation that does not exclude any person
who is directly involved in jeopardizing other persons, then using the category
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of ‘members of the armed forces’ makes sense. If, however, one is interested in
a morally justified delineation that includes those who directly jeopardize
others, then the broad category of ‘members of the armed forces’ should not
be used. The only possible justification of using that broad category would be
that the distinction between being directly and regularly involved in
jeopardizing others and not being thus involved in jeopardizing others is
vacuous, because every member of an armed force of a state is considered
directly involved in hostilities which jeopardize others.
In an attempt to justify that vacuity claim, several arguments are used.
Firstly, even if members of an armed force are not presently engaged in the
hostilities of the armed conflict, they can be deployed in some front line and
soon become engaged in those hostilities. Even if presently they are less
dangerous than members of the armed force who are active in the hostilities,
they are still dangerous to an extent that justifies a delineation of combatants
that includes them. To see why this argument is morally problematic, consider
an analogy that involves individuals in an urban context. Assume a person’s
neighbors are two brothers who are expected to come to the help of each
other when in trouble. When one of those brothers attacks a person, while
the other brother is not in the vicinity at all, is there a moral difference that
the person should take into account between the assaulting brother and the
absent one? To be sure, both are dangerous, but under the circumstances, each
of them is dangerous in a different way, and the difference is of moral
significance. The possibility of an agent becoming directly active in a conflict,
whether one is a violent brother in the latter case or one is a member of an
armed force whose unit is presently deployed in a remote area in the former
case, should not blur the moral difference between an actual participant in a
violent conflict and a possible participant in such a conflict.
Secondly, it has been pointed out, in an attempted defense of the vacuity
claim, that even if not every member of an armed force is directly involved in
the hostilities of an armed conflict, every person in a military uniform is
presumably indirectly involved in those hostilities. An officer in a military
academy, for example, is as such not directly involved in the hostilities;
however, the cadets he or she instructs are going to be directly involved in
them in ways they master as cadets instructed by that officer. A military
judge, to use another example, is as such also not directly involved in those
hostilities; however, in order for the armed force to be able to effectively
participate in an armed conflict, it is necessary that some extreme cases of
breaches of military discipline be adjudicated by the military judge. Hence,
the judge, too, is indirectly involved in the hostilities of an armed conflict.
Assuming the armed force of a state is an efficient organization, it seems
reasonable to presume that every member of it is either directly involved in
hostilities during an armed conflict to which the state is a party, or is
indirectly involved in them. The vacuity claim is supported by that
observation, when involvement of any type in hostilities is held to be direct
involvement in the jeopardy of others.
However, the second argument is as problematic as the first has been shown
to be. The fact that every member of an armed force is at least indirectly
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involved in hostilities during an armed conflict does not mean that there is no
morally relevant distinction between a person who jeopardizes his neighbor
by being directly involved in an assault on the neighbor and between a person
who jeopardizes his neighbor by knowingly being the coacher of an assailant.
There is a moral distinction between ways and extents of involvement in
jeopardizing people by military activity that is being disregarded when the
vacuity claim is made in support of the common use of an odd concept of
combatants.
To my mind, there are morally important distinctions within the ordinarily
delineated realm of combatants.
Degrees of Involvement
Rather than using a concept of combatants that blurs a variety of morally
important distinctions, one can introduce a scale of involvement in hostilities
that does not blur such distinctions. This can be demonstrated by the scale of
involvement in terrorist activity, which we introduced in our work on the
military ethics of fighting terrorism (Kasher and Yadlin 2005a,b). For the
sake of that work, we defined a ‘terrorist act’ as one that is carried out by
individuals or organizations, not on behalf of any state, for the purpose of
killing or otherwise injuring persons, insofar as they are members of a
particular population, in order to instill fear among the members of that
population (‘terrorize’ them), so as to cause them to change the nature of the
related regime or of the related government or of policies implemented by
related institutions, whether for political or ideological (including religious)
reasons.3
As part of our principle of distinction with respect to fighting terrorism
(Kasher and Yadlin 2005a: 1314), we have:
Military acts and activities, carried out in discharging the duty of the state
to defend its citizens against terror acts or activities, while at the same time
protecting human dignity, should take into account, to the greatest possible
extent, the distinctions between different types of direct involvement in terror.
Here is a scale of direct involvement in terrorist acts or activities, in the order
of relative imminence of the danger posed by involvement:
Redder Blood
Several arguments have been used in defense of one of the norms expressed in
the principle of distinction, namely that combatants, in a broad and ramified
sense of the term, are legitimate targets of military activity. Such arguments
can be made within each of the different frameworks of international law for
armed conflict, military ethics, and moral theory. Here, I am interested only
in some morally significant parts of military ethics. I will evaluate the
arguments in favor of the above-mentioned norm only on that level.
One argument has it that there is no practical way of gaining victory in an
international armed conflict that involves distinctions between different types
of men and women in uniform. This is a weak argument. For a long time now,
military forces have been expected to gain victory while observing distinctions
between types of members of armed forces. Relatively simple examples would
be the norms that are expected to regulate military activity with respect to
PoWs, wounded members of an enemy armed force, and its medical and
religious personnel. On many occasions, military forces have gained victory
while observing such norms to a very significant extent. There seems to be no
reason to assume that it would be utterly impractical to draw a distinction
between different categories of units of an armed conflict and their members,
according to the extent to which their military activity facilitates pursuit of
victory. The norms of military necessity or some doctrine of double effect
(cf. O’Donovan 2003; Kasher and Yadlin 2005a: 1920; Evans 2005: 214
215) could then be applied to circumstances that involve people in military
uniform who do not belong to units of first categories in the scale of
facilitating victory.
Another argument portrays an armed conflict as having, at its conceptual
and practical core, collectives rather than individuals (cf. Kutz 2005;
McMahan 2007). Without indulging in a discussion of individual-oriented
and community-oriented moral views (cf. Walzer 1990; Bell 1993), I take it for
granted that no moral view would ignore the individuals that are members of
the armed forces. A collective includes more than individuals, by having
constitutive or regulative rules, institutions, practices, policies, and so on, but
all those additional ingredients of a collective depend on individuals for their
very existence and regular manifestation in practice.
Moreover, if an armed conflict should be portrayed mainly as a conflict
between collectives, in the sense that military activities should be planned,
described, and justified solely in terms of the armed forces and its parts,
disregarding the effects military activities have on individual members of
those forces, then it is not clear why the collectives involved in an armed
conflict should be the armed forces of the states rather than the states
themselves. Such a portrayal of an armed conflict would, of course, be
incompatible with the principle of distinction, since military activities directed
against a collective, while disregarding its effects on the individuals who are
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All this applies when the presence of persons directly involved in terror acts or
activities within the human environment of other persons not involved in
terror, outside the state, has not been created by the state and is of direct
responsibility of a foreign power (Kasher and Yadlin 2005a: 1315).
These priorities rest on the following conception of state duties (ibid.):
(a) Different types of state duties: Military acts and activities, carried out
in discharging the duty of the state to defend its citizens against
terrorist acts or activities, while at the same time protecting human
dignity, should take into account, to the greatest possible extent,
the distinctions between different types of duties of the state. Here are
duties of the state with respect to different types of persons who are
neither its citizens nor its residents:
(a.1) The duties of the state toward persons who are not involved in acts or
activities of terror and are under the effective control of the state;
(a.2) The duties of the state toward persons who are not involved in acts or
activities of terror and are not under the effective control of the state;
(a.3) The duties of the state toward persons who are indirectly involved in
acts or activities of terror;
(a.4) The duties of the state toward persons who are directly involved in
acts or activities of terror.
state, actually his commander, why it is justified, on the moral grounds of the
basic principles of democracy and military ethics, to send him on such a
mission. The best answer would, indeed, be a valid argument in terms of
military necessity, required in order to discharge the duty of the state to
defend its citizens against terrorists. If the state answers in terms of a
preference to risk him rather than risking an enemy citizen who is in the close
vicinity of the target, which is a presently dangerous terrorist, then the
combatant is expected to ask, what he is entitled to ask and what he would be
justified in asking: Why does my state prefer an enemy citizen over me, when
it is not my state that put that citizen in the vicinity of the terrorist, but rather
the terrorist himself, who does so regularly and deliberately? I don’t see how
the state can convince him that it discharges its moral duties by thus risking
him.
A final example, also drawn from current experience, is the usage of cluster
bombs. I take it for granted that (a) cluster bombs are effective against areas
in which enemy combatants are located, and that (b) a significant number of
bomblets spread when cluster bombs are used do not explode at once but
often do so when touched. Consider now the following scenario: A village has
been evacuated. None of its civilian inhabitants are still there. Only enemy
combatants stay in the village. Cluster bombs are used against those
combatants, quite effectively. Some of them are killed, some disperse, and
none are able to continue their hostile activities. After the hostilities, villagers
return to their homes. Some villagers come in contact with these bomblets,
which then explode, killing or injuring those who touched them.
Those who call for a ban on cluster bombs, having such a scenario in mind,
tell the belligerent party that uses cluster bombs to use other means instead.
Assuming that those alternative means are less effective, a ban would result in
risking combatants, who might be required to enter the village and fight their
enemies there, or in risking civilians, against whom enemy combatants in the
village continue to be a threat. I don’t see any reason for a state to jeopardize
its own civilians or combatants in order to protect enemy civilians from
bomblets that have not exploded. Indeed, the best ending for this scenario
would be for the state that has effective control over the village to clean the
area of unexploded bomblets before it allows villagers to return to their
homes.
Such examples show, at least to my mind, that the principle of distinction,
which is of great moral significance because of the general attitude it induces
toward civilians, has to be reinterpreted in a way that respects the human
dignity of persons in military uniform in general, as well as combatants, more
than they have been respected on the grounds of the prevalent understanding
and application of the principle of distinction.
Notes
1
One can argue on the grounds of what Rawls calls ‘laws of peoples,’ which are certain principles of public
reason on the level of relationships (1999b: 37). However, one can argue on the grounds of a general
assumption that a normative system is available that is taken by all parties concerned as providing all
those parties with convincing and compelling reasons for action.
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2
For the sake of the present discussion, I ignore marginal though interesting exceptions.
3
For a defense of certain elements of our working definition of a terrorist action, see Kasher and Yadlin
(2005a).
4
To be sure, I am not committed to any view that leads to a diminished extent of protection of
noncombatants during an armed conflict. I would like to have noncombatants well protected and some
combatants better protected than they are under the present understanding of international law.
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