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India Quarterly
Adam Smidi
Saif Shahin
Abstract
The role of the media, and especially the social media, in the Arab Spring has
been extensively debated in academia. This study presents a survey of studies
published in scholarly journals on the subject since 2011. We find that the bulk
of the research contends that social media enabled or facilitated the protests
by providing voice to people in societies with mostly government-controlled
legacy media; helping people connect, mobilise and organise demonstrations; and
broadcasting protests to the world at large and gaining global support. Some
scholars, however, argue that social media played only a limited or secondary
role, which ought to be viewed alongside other social, political, economic and
historical factors. We also identify the spatial and temporal focus of the research
and preferred theoretical and methodological approaches and draw attention to
several blind spots that require further investigation.
Keywords
Arab Spring, Arab awakening, Middle East uprisings, social media, legacy media,
Twitter
Corresponding author:
Saif Shahin.
E-mail: sshahin@bgsu.edu
Facebook, Twitter, Instagram, YouTube and the like, making social media and
their role in social mobilisation a particularly alluring subject of both idle
speculation and rigorous research. Did social media instigate protests or did they
merely facilitate them? Were they more influential in some parts of the region, or
at certain points in time? How does their influence compare with other social,
economic, cultural and political factors? What about the part played by traditional—
now also called legacy—media, especially newspapers and television?
This study attempts to answer these questions by taking stock of empirical
research on media and the Arab Spring published in peer-reviewed journals in the
past six years. Scores of scholars from around the world have explored various
facets of this subject, using a variety of research designs and methods. Their work
offers a broad understanding of the role of social and legacy media in the Arab
Spring and, more broadly, in producing social mobilisation for internal change
in the Middle East. A holistic look at this body of scholarship also lays bare its
blind spots—important areas that remain understudied—and opens up questions
for future research to answer.
To collect the data for this study, we searched the EBSCOhost academic
database for all articles using the terms ‘Arab Spring’ and ‘media’ published in
peer-reviewed English-language journals. Other search terms such as ‘Middle
East’, ‘North Africa’ and ‘MENA Uprising’ were also tried out, but they did not
yield additional results. The search produced a total of 247 articles published
between 2011 and 2016. After excluding all book reviews and articles in which
either the Arab Spring or the media were mentioned only in passing, we were left
with a final sample of 88 articles that explicitly focused on understanding the role
of social or legacy media in the Arab Spring, published in 64 different journals
(see Table 1 for details).
The articles were analysed using Glaser and Strauss’s (1967) method of
constant comparison. Coding took place in three rounds. The first round produced
a number of emergent coding categories, which were recoded into broader
categories in the second round and finally collapsed into six thematically
meaningful categories in the third round. These six themes are discussed in detail
in the rest of the article, followed by a critical assessment and discussion of the
key implications of our study.
Since the early part of the twentieth century when electronic mass communication
media was introduced, it has been managed by Arab governments who realize the
importance of controlling and manipulating public opinion. The physical facilities and
contents of their broadcasts are strictly controlled; staff have always been employees
of the government. (p. 318)
The advent of social media, however, changed all that. For the first time, citizens
in low freedom of press countries had gained a say in power politics.
Social media have become the scaffolding upon which civil society can build, and new
information technologies give activists things that they did not have before: informa-
tion networks not easily controlled by the state and coordination tools that are already
embedded in trusted networks of family and friends. (Howard & Hussain, 2011, p. 48)
A number of articles singled out women being the biggest benefactors of social
media during the time of the Arab Spring. ‘Women activists adopted social media
practices that enabled them to articulate their identities in the public sphere and to
participate in the uprisings in multiple ways, resulting in a sense of personal
empowerment and collective potentiality that was fundamentally linked to the
communicative platform’ (Radsch & Khamis, 2013, p. 887). Women face culturally
sanctioned constraints in many parts of the Arab world, especially when it comes to
political involvement. Social media became a place ‘where many women debate[d]
on equal footing with men, where policy alternatives [were] discussed, and where
regime secrets [were] exposed’ (Cattle, 2016, p. 434). Empowered by free
expression, these young women could speak and be heard publicly in a way that was
rarely possible before. For example, the content analysis of Ali and Macharia (2013)
of 93 million tweets about the Egyptian revolution found that social media allowed
women ‘to make their complaints and worries visible and simultaneously to revolt
against the oppressive regime of Mubarak’s government’ (p. 364).
On the strength of these facets, social media not only undermined the authority
of autocratic regimes but could also ‘contribute to democratic consolidation
beyond rebellion’ (Breuer & Groshek, 2014).
Netcitizens, bloggers, and organizers of all ages should be prepared to use their sharp-
ened and tested skills to combat and counter their authoritarian governments, and force
them to adapt to a democratic system—a system that strives toward social justice,
peaceful resolution, and clear responsiveness to the massive cries for political and eco-
nomic reform. (Aman & Jayroe, 2013, p. 341)
in protests (Hassanpour, 2014). Quite a few articles also looked at Tunisia, where
the protests had started (e.g., Breuer & Groshek, 2014; Pompper, 2014; Wolover,
2016). Other studies had a broader spatial scope, focusing either on select three or
four countries (e.g., Alqudsi-ghabra, 2012; Bruns, Highfield, & Burgess, 2013;
Soengas-Pérez, 2013) or dealing with the phenomenon of Arab Spring as a whole.
Most of the studies focused on the early part of the Arab Spring, especially the
first two years. Their empirical data was gathered between 2011 and 2013, looking
at the uprisings in Egypt and Tunisia and their immediate aftermath. Groshek
(2012), for instance, interviewed Egyptian citizens from 23 January to 30 January
2011. Hassan, Kendall and Whitefield (2015) conducted a survey in 2012 after the
first parliamentary elections in Egypt after Mubarak to determine how media
consumption affected democratic attitudes. Srinivasan’s (2014) rare look at 18
months after the revolution examined how new media technologies can ‘provide
a lens into Egypt’s political evolving environment’ (p. 79).
Theoretical Perspectives
Research on media and the Arab Spring is not theoretically rich, with less than a
fifth of the articles explicitly using a theory to explain their findings and fewer
still attempting to contribute to theoretical development. Articles that did employ
a theoretical approach, however, relied on a wide range of perspectives borrowed
from media sociology to political communication to cultural studies.
Some of the articles that looked positively at the impact of social media on the
Arab Spring drew on Habermas’s (1989) theory of the public sphere, which argues
that open conversations among members of the public are vital for the development
of civil society and democracy. Although Habermas’s conception of the public
sphere involved casual discussions in eighteenth century European cafes and
deliberations in newspaper columns, these articles argued that social media had
provided twenty-first-century Middle East with a parallel infrastructure for
discussion and deliberation. DeVriese (2013) noted that the concept of public
sphere was the key to ‘understanding the role of social media in redefining civic
engagement and reshaping political spaces’ (p. 118). Salvatore (2013) noticed ‘the
connectedness built among people through communication forums and media, to
turn into a self-sustaining political mobilization that brings to full fruition the
critical potential of debate and contentions’ (p.220).
Tudoroiu (2014) took it a step further and combined the idea of public sphere
with the revolutionary wave approach to explain why protests spread so quickly
from one country to another. He argued that ‘the Arab world witnessed an
extremely coherent process of revolutionary contagion whose liberal and demo-
cratic ideology was disseminated transnationally by social media’ (p. 346) and the
revolutionary wave approach helped explain ‘a number of important features of
the Arab Spring perceived as a unitary political phenomenon’ (p. 361).
In contrast, Wolfsfeld, Segev and Sheafer (2013) argued that ‘one cannot
understand the role of social media in collective action without first taking into
account the political environment in which they operate’. They used the political
Methodological Approaches
Many of the articles did not follow any formal methodological approach,
describing their empirical method simply as political or historical analysis. In the
rest of the corpus, content analysis—both qualitative and quantitative—was
commonly used. For instance, in a study that examined how the First Ladies of
Arab regimes were covered in the media during the Arab Spring, Ibroscheva
(2013) employed a qualitative textual analysis after collecting data ‘using Lexis
Nexis, as well as blog entries, online news outlets and news aggregate websites,
such as Google News’ that yielded a sample size of 128 articles (p. 874). Harlow
(2013) ‘employed a textual analysis approach to examine how protesters,
supporters, and the media talked about the Egyptian uprising’ (pp. 67–68). She
analysed Facebook posts from the ‘We Are All Khaled Said’ group page, as well
as reports from Al Jazeera English website and articles from The New York Times.
Wolover (2016) performed keyword searches to collect articles from The New
York Times, The Guardian and Al Jazeera English that appeared between 11
November 2010 and 28 February 2011 for a qualitative textual analysis that
provided insights on ‘what the journalists cited as the causal factor of revolution
and how they discussed the Internet’s role’ (p. 190).
Quantitative analyses were also common, like the one executed by Bruns
et al. (2013) that tracked the hashtags #egypt and #libya from 23 January 2011 to
16 February 2011 through the Twitter Application Programming Interface (API).
Conclusion
Our survey of research suggests that social media played a multi-pronged role
in the wave of protests that came to be known as the Arab Spring. First, and
perhaps most importantly, Facebook, Twitter, YouTube and other such modes of
communication made citizens believe they had a ‘say’ in public affairs. Their very
presence helped common people feel empowered—something they had never
felt in the autocracies that witnessed the uprisings. Second, social media allowed
people to connect, mobilise and organise on a large scale against their regimes,
which they had found extremely difficult, if not impossible, to do in the past.
Third, social media’s global reach not only allowed activists across Arab nations
to share ideas and strategies with each other but broadcast the protests world-
wide, helping them gain global support—which, in turn, galvanised even more
Arab citizens.
Some scholars have rightly argued that social media’s influence ought to be
viewed in consonance with other social, economic, political and historical factors.
However, our research shows that little attention has been paid to some fundamental
limitations of social media’s impact. Allowing people to connect over Facebook
or Twitter is not the same thing as helping them develop a collective conscious-
ness that sustains over long periods of time. Protesters in Egypt, for instance,
could not agree on anything beyond wanting Mubarak out of power. Egypt’s
experience of democracy was fleeting as a result. The Muslim Brotherhood
government that came to power in the post-Mubarak elections faced its own wave
of protests—also facilitated by social media—and this eventually allowed the
military to retake control. Egypt’s revolution was thus undermined by a long-
standing social rupture between Islamists on the one hand and secularists and the
Coptic Christian minority on the other. The revolutionary wave in countries such
as Syria and Bahrain was similarly undone by social tensions—typically between
Sunnis and Shias.
Scholars who argue that social media caused the protests have had little to say
so far on why social media could not help people overcome such differences and
work towards a common agenda with clear priorities. Traditional forms of media
and communication have, in fact, done so in the past. Anderson’s (1983) study of
the emergence of nationalism in eighteenth century Europe, for instance, shows
that newspapers and novels played a vital role in helping people across long
distances develop a shared sense of identity and gradually come together to
constitute nations as ‘imagined communities’. Habermas (1984) has argued that
communication allows people to develop a shared understanding of what is right
and what is wrong—or what he called ‘communicative rationality’—which then
leads to a shared plan of public action–or ‘communicative action’.
These processes unfold over long periods of time. Conceived in this way, mass
media are not merely instruments for the transmission of predetermined ideas and
interests held by pre-constituted subjects; instead, mass media produce those
subjects in terms of their identities, which in turn shape their interests. The Arab
Spring experience showed that long-held identities—religious versus secular,
Islamic versus Christian, Sunni versus Shia—meant a lot more to people than
instant connections formed on social media. Twitter and Facebook managed to
bring people to public squares for a few days or weeks, but they did not produce
new rationalities, new identities or new imaginations. Future research needs to
investigate why this was the case.
Another glaring gap in this body of scholarship is the absence of longitudinal
studies. Almost all the research we found in our survey is cross-sectional—or
focused on a moment in time. But the vagaries of the Arab Spring necessitate an
approach that emphasises how protest movements evolved over months and years.
In Egypt, for instance, the anti-Mubarak uprising was followed by protests that
were anti-Brotherhood and sometimes explicitly pro-military. In Syria, protests
started peacefully but eventually transformed into civil war. Understanding how
the issue agendas of these and other such protest movements transformed over
time on social media is an important research question, especially for scholars
who have argued that social media’s impact is constrained by other factors. Such
analysis can shed light on the interplay of multiple causes and potentially lead to
a more precise understanding of the degree and nature of social’s media role in
bringing about social change.
The role of legacy media, especially local and regional Arabic newspapers and
television channels, also needs greater scrutiny. It is not surprising to find that
legacy media controlled by autocracies took a pro-regime stance during the Arab
Spring and framed protesters as deviant or inept. Even in democracies, legacy
media are known to do so (Benson, 2013; Gitlin, 1980). What is interesting is the
possibility that they may have still ended up inflaming the protest movements. As
agenda-setting theory has long argued, what the news media talk about can be
more important than how they talk about it (McCombs & Shaw, 1972). By just
covering the protests, legacy media could have put them on the public agenda and
caused people to join the protesters, including many who did not have access to
social media. That is why pro-regime domestic media in some authoritarian
countries such as Mainland avoid covering domestic protests altogether (Shahin,
Zheng, Sturm, & Fadnis, 2016). A more detailed examination of the specific
effects of legacy media would lead to a more nuanced understanding of the
interplay of multiple factors behind social mobilisation.
Theoretical indigence is another weakness of extant research on media and
the Arab Spring. As noted earlier, only a fifth of the studies we found used a
theoretical perspective. The ones that did were largely limited to theoretical
approaches that have originated in the West and have historically derived empirical
support from studies of American and European media. Especially glaring was the
absence of postcolonial approaches in our corpus of articles. This is not surprising
for two reasons. One, the field of social media studies in general remains more
descriptive than theoretical. Two, although postcolonial scholars have often
turned attention to legacy media (Kraidy, 2005; Parameswaran, 1999; Said, 1981),
social media have largely escaped their notice so far.
The Arab Spring constitutes an ideal context for postcolonial scholarship to
start filling this gap. Postcolonial theory can approach this area of research in a
number of novel ways, raising vital and hitherto unasked questions. Does social
media use in the Middle East constitute a form of mimicry of the West (Bhabha,
1994)—and is that a reason why connections formed over social media failed to
forge new forms of collective consciousness in the region? Or, are the norms of
social media use—with their focus on individual profiles and personal impression
management (Krämer & Winter, 2008)—so fundamentally atomistic that they
cannot produce sustainable collective identities? These are vital questions that not
only bear upon social mobilisation for change in the Middle East but also on the
future of contentious politics in the Global South, questions that a postcolonial
intervention can help answer.
It is important here to note the limitations of our study. We have focused on
peer-reviewed English language journal articles, which means that articles
published in non-English scholarly journals as well as books on the subject—in
English or other languages—were outside the scope of our study. Second, our
choice of keywords likely excluded any articles on the rise of Daesh in Syria and
their use of social media for recruitment and other purposes. Although Syrian
protests started as part of the Arab Spring, they soon transformed into civil war.
The absence of research on Syria from our corpus also indicates that scholars did
not use the term ‘Arab Spring’ to refer to Syrian uprising at all. Nonetheless, the
Syrian civil war represents its own kind of social change, and one in which social
media have potentially played a significant role as well. Research in that area
requires separate and exhaustive survey and analysis.
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