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One of the central issues faced by all social research is
identifying a limited number of concrete social objects to represent
abstract social structures and processes. Yet the rationale for selecting
such objects is one of the least studied areas in sociology. A typical
assessment of the situation sounds like this: "Existing outcome
data—available from public administrative records and household
surveys—are limited in terms of what is measured, how well
it is measured, the extent to which various measures can be
aggregated at the individual and household level, and the
possibilities for disaggregating these analyses to policy-relevant
geographic areas. [...] Disagreements begin with the question of what to
measure" (Meyers and Garfinkel 1999:150). Rather than following the
tradition of treating ad hoc survey variables as social indicators, why
not take a bird's eye view of social structures and processes with a hope
of finding pivotal objects of social measurement there? Our strategy is to
look for such valued objects in distinct phases of recurrent macrosocial
functioning, or reproduction, where they are embedded and involved in the
mechanisms of social exchange and social distribution. This study in the
sociology of knowledge explores dimensions of cognitive and objectified
social space and time underlying the differentiation of central social
values and the measurement of their structures.
It is widely believed that what we buy are goods and
services for individual consumption. This is an illusion introduced by
classical economics and repeatedly pointed out by critical social
scientists, notably by Marx, Veblen, and Baudrillard. In reality, all
tangible things that we acquire are important to us not in and of
themselves but because of the social meanings that are attached to them
or, more exactly, to which they are attached by Western promotional
culture and the advertising industry in particular. For Marx, the
immediate use-values of commodities were just fronts for certain amounts
of (abstract) productive labor power that made highly mediated commodity
exchange and, in this sense, the entire system of capitalist (productive)
social relations, possible. Once you could see the unfair exchange between
working and capitalist classes in these terms, Marx argued, the roots of
the enormous disparity in their social conditions would become apparent.
Veblen (1959) talked about the leisure class that indulged in conspicuous
consumption where consumer goods were acquired not to satisfy material
needs but rather to show off their privileged social position. Baudrillard
continued this line of thought in our time. Consumer goods, he wrote,
"speak to us not so much of the user and technical practices, as of social
pretension and resignation, of social mobility and inertia, of
acculturation and enculturation, of stratification and of social
classification." They are "nothing but the different types of relations
and significations [...]" (1981:38, 63).
It is the social meanings attached to goods and services
that are subject to social exchange and social distribution. But why
should such an analysis be limited to status symbols and social status?
Even if status is used today to designate categories of (functional)
division of labor as well as stratified social hierarchies, it is not the
only valuable object circulating in social exchange and distribution. This
line of thought can be broadened to include lifestyles, social
orientations or attitudes, and forms of socialization. We can equally
maintain that what we exchange on a daily basis is primarily quality
lifestyle, good social status, optimistic orientation or attitude, and
successful socialization. In the past, the meaning of our daily lives was
supplied primarily by religious services and by high culture sponsored by
established religions, whether in classic architecture, paintings, or
music. Not any more. Today, it is advertising that gives meanings to the
multitude of mundane things surrounding us.[1]
Although it may be so in economic theory (Goldman 1992; Jhally 1991),
advertising is anything but fetishism of goods and services. Studies show
that advertising does not work as advertised. It does not substantially
increase sales.[2]
Advertising can only be effective in creating strong brand names. But
while it takes decades to establish a brand name, the immediate effect of
national advertising for consumer goods is to promote higher social status
and better lifestyles rather than the desire for goods and services as
such.
The marketing of better lifestyles, better social
statuses, better orientations, and better forms of socialization is the
main effect of advertising. We may differ in the degree to which we accept
this symbolic reality, but not in its kind. No one can escape this world
of all-pervasive social meanings. "Advertising [...] surrounds us and
enters into us so that when we speak we may speak in or with reference to
the language of advertising and when we see we may see through schemata
that advertising has made salient for us. [Advertising] shows people only
as incarnations of larger social categories. [...] It is thoroughly
optimistic, providing for any troubles that it identifies a solution in a
particular product or style of life " (Schudson 1990:74, 78; see also
Wernick 1991). From the adolescent religious spirituality of sacred
origins and promises of salvation, we have graduated to a secular
spirituality of quality social structure and upward social mobility with
all the risks and uncertainties that mature existence brings. If we can
show that social life indeed revolves around socialization, orientation,
status, and lifestyle, and that these valuable objects can be observed,
measured, operationally defined, and presented as the first social
reality, then we may be able to demonstrate that perhaps not all that is
solid melts into air, and that rational social science still makes sense
and has its uses. Phases of Social Reproduction and Circulating Social ObjectsAs true objects of mediated, or generalized, social
exchange and social distribution, lifestyles, statuses, orientations, and
socialization also form the core of major phases of macrosocial change. In
this latter capacity, socialization, orientation or attitude formation,
status attainment, and lifestyle maintenance have aggregate collective as
well as individual forms. Each one of these main phases of social change
can also itself be considered as a distinct social process, and its own,
second-order phases (or mechanisms) can be identified. Thus, socialization
is achieved by virtue of primary care giving, by formation of reflected
identities (Cooley's [1925] looking-glass self), by associating with
attractive others such as role models, and by constructing our own unique
identities proper.[3]
Having been socialized to a greater or smaller extent to previous
generations' standards of behavior, at a certain point in our growth,
usually in youth, we form orientations of our own—beliefs, opinions,
expectations, and preferences—that are not only different from those of
our parents and other agents of socialization, but are often expressly
opposed to them. The conflict between the outcomes of socialization and
newly formed orientations or attitudes is the main content of growing
pains in macrosocial development as well as in individual personal growth
and maturation. In a sense, it is inevitable since the second-order
mechanisms of socialization and orientation are not all of equal
strength.
While our individual and collective identities and
generalized others can be constructed and reconstructed practically at
will, the results of early socialization—of primary care giving and
looking-glass self—are much more lasting. They rarely disappear.
Similarly, while public opinion and preferences are volatile and have a
capacity for quick changes, deeply held beliefs and expectations show a
remarkable stability spanning generations. The conflicts between early
socialization and subsequently formed deep orientations have a potential
for running into the extremes of conformism or anarchism. Both carry
within themselves the seeds of social upheavals. In developed societies,
such conflicts are supplanted and avoided in the later phases of status
attainment and lifestyle maintenance. Unlike Weber's early idea of status
as external displays of public honor or prestige that may or may not
accompany possession of real, or naked, power, whether political or
economic, in their actual usage today, status and status attainment refer
to acquisition and possession of real social benefits, such as wealth,
authority and power, or education. Weber's association of social status
with prestige has been replaced by the present focus on achievement as
opposed to ascription of prestige and honors more typical of traditional
societies based on fixed social positions and titles passed from one
generation to another. Moreover, the conceptual opposition of ascription
and achievement has transformed the meaning of status ascription
itself—from that of titular honor and prestige to mostly extra-social,
biologically-based traits of age, sex, color, or kinship.
Status attainment is only a prelude to the acquisition and
maintenance of a certain lifestyle into which mature members of society
settle sooner or later. Similar to social status, the concept of lifestyle
has also undergone semantic changes since Simmel and Weber. With Veblen's
notion of conspicuous consumption, the idea of lifestyle bifurcated into
two varieties. On the one hand, lifestyle is seen today as particular ways
of satisfying basic needs and pursuing essential interests, both of which
can be presumed stable over time and quite possibly coterminous with
(equally stable ascriptive) status, as Weber conceived it. On the other
hand, however, lifestyle can also be a collection of deliberate practices
designed and carried out primarily for others to see, a show, a
visibility, a symbolic reality constructed primarily for the purposes of
impression management. Critics of the pervasiveness of conspicuous
consumption from Veblen to Packard (1950) to Schor (1998, 2000) also show
that visible lifestyle maintenance is just as normal an aspect of our
social behavior as its basic variety—if not more so. The criticism of
consumer society since the 1960's and the 1970's may document rather a
runaway inflation of meanings in fashion and other symbolic expressions of
visible lifestyle that today drive the production of consumer goods and
customers' appetites alike. With semiotic saturation and inflation
subtracted, the normality of visible lifestyle is strongly buttressed by
the entire corpus of Erving Goffman's work for whom everything we do in
public places—be it simple group participation or adoption of distinct
interaction practices and forms of talk—is just another act, a performance
staged for others to see and approve.[4]
While lifestyle may be related to a particular status,
today its maintenance is a phase of social change in its own right rather
than an attribute of status, as Weber had it. The reason lifestyle and
status are closely associated is that they both carry in themselves
properties of socialization and orientation, albeit in different
combinations. Status can be seen as social identity guided by preferences.
Lifestyle, on the contrary, can be seen as preference for certain social
identities. For example, names by which we refer to others as central
elements of their (and, indirectly, our) identities can show clear
preferences and thus ascribe higher or lower status. Naming can equally
signify status achievement, whether directly or euphemistically, as in the
case of negative preferences in the environment of political correctness
(Valentine 1998). It is this combination of certain properties of
socialization and orientation in status and lifestyle that gives them the
capacity to overcome the tensions between socialization and
orientation.[5]
Thus, truly valuable social objects and the main phases of
social change come in pairs: early and later socialization; deep and
volatile orientations; ascribed and achieved status; basic and visible
lifestyle. To make these abstract notions more concrete, they must be
specified for numerous social groups. What kind, whose lifestyle or status
is exchanged and socially distributed? The same objects in social
circulation may be of vastly different value to members of different
social groups. Are we talking about marital or citizenship status? Is it
the lifestyle of the rich and famous or that of the homeless and
unemployed? To answer questions of this kind, we must have an unambiguous
scheme of social classification. From Simmel's web of overlapping social
affiliations to Saussure's and Baudrillard's semantic social differences,
to Schutz's multiple social realities, to Bourdieu's cultural distinction,
to Luhmann's social differentiation, to Walzer's spheres of justice—all
points to the need for a system of categories capable of capturing
innumerable social differences in a consistent and sufficiently
parsimonious way.
Social statuses can be unequal, but so can all other
valued social objects-lifestyles, orientations, identities, etc.
Conversely, too, there is nothing in social status that is specific to
social inequality. In yet another perspective, social status as an
ascribed or achieved position can also be horizontally differentiated, for
example, by occupations, among several other axes, as can lifestyle,
orientation, and socialization. A division into social classes may have
been predominant in Marx's time, but today it is an abstraction from a
more complex reality of multiple inequalities in numerous and quite
separate dimensions of social differentiation, such as occupational,
residential, or regional. The idea of social stratification signifies this
more complex reality where social inequality in one dimension can be very
different from—or inconsistent with—inequality in another. When we use the
Marxist concept of social classes as a sharp and sweeping social division
to signify social stratification today, we tend to overlook horizontal
occupational differentiation of managers, professionals, precision machine
operators as well as laborers with quite different stakes in organized
mesosocial movements and different ideological claims that, in turn, have
different foundations in macrosocial data.[6]
Weber (1978:386-398, 921-937) included occupations and
ethnicity in the category of status groups. He characterized ethnic status
groups as a "cultural possession of the masses" and constituent of
Kulturgemeinschaft, or cultural community, and occupational status
groups as "continuous sources of income and earnings for individuals" in
the context of competitive market activity. In yet a third sense, Weber
spoke about occupations as synonymous with a religious calling or vocation
(1978:140-144) which in German is rendered by the same word
(Beruf). In fact, The Protestant Ethic opens with a
discussion of the predominance of Protestants in leading business
occupations in Germany whereas Catholics belonged as a rule to lower
occupational status groups. It is obvious that this typology is not based
on consistent and mutually exclusive categories. As a concept coterminous
with division of labor, occupation is what has traditionally been called a
(synchronic) functional social distinction, yet it was also treated as a
(diachronic) institutional one. This caused Parsons (1951, 1954a:Ch.2) who
followed Weber's cue to reflect on the difference between businesspeople
and professionals. His conflated statements on stratification proved to be
highly influential.[7]
They were accepted by several generations of sociologists as a normative
concept. Its revision is long overdue. Differentiation in Social SpaceTo begin with, segmentation—that is sometimes deemed to be
an aspect of social differentiation (Luhmann 1982:232-238, 1995:190)—can
be restricted to demographic groupings, those based on sex and age.
Strictly speaking, these are extra-social, natural biological categories
not amenable to artificial social manipulation and change as truly
sociological properties of human groups are. Such segmentation, say, into
younger women, younger men, older women, and older men with a cut-off age
about 45, can be useful in empirical tests of the idea that the causes of
sex and age discrimination are social constructs rooted elsewhere. Truly
social differentiation is found at the intersection of two abstract
sociological notions: social statics and social dynamics, or social
structure and process. Pure social process, or history, can only be
differentiated into its component trends. However, since historic trends
are of different strength and duration, their contemporary view never
presents a complete or coherent picture, and their relevance for the
present is only revealed in the static, structural view. Lacking any
specificity beyond extant social inequality, this purely structural view
is likewise but a useful abstraction.
Thus, the most abstract cross-sectional structural
dimension of social differentiation is that of (vertical) social classes
as pure relations of social inequality, or what Simmel called
subordination and superordination. What was once seen as a simple reality
of rigid estates of slaves (or serfs) and masters, then somewhat more
mobile classes of peasants-landowners-workers-and-bourgeoisie is now a
multitude of largely permeable upper, upper-middle, lower-middle, and
lower classes of various kinds. Today, we can speak, for example, of
economic inequality between the groups of those having low standards of
living, making ends meet, the comfortable, and the rich whose cultural or
political classification may be quite different. What is more, a further
differentiation of all such classes into occupational or employment groups
provides a much more accurate picture of social stratification. Although
the definitions of all such classes and social strata change over time,
multi-dimensional differentiation into unequal social classes and their
further social stratification are two indelible characteristics of all
modern societies.[8]
Social process and social structure are highly abstract
notions, but properties of them both are present in the more concrete
ideas of linear social development and cyclical social reproduction.
Diachronic social development is nothing other than a linear sequence of
distinctive stages, i.e., a structured process, or structure-in-process,
whereas synchronic social reproduction is a procedure consisting of
recurring phases, i.e., a transforming structure, or process-in-structure.
Linear-developmental social change produces social institutions—a
multitude of routine practices that are conventionally grouped into four
large domains—familial (courtship, marriage, parenting, adoption),
cultural (traditions, art, science, education), economic (property,
contract, market, firm), and political (party, government, legislation,
constitution). Thus we speak of family lifestyle, family status, family
orientation, and family socialization as well as cultural, economic, and
political. This is the locus of usually slow, secular social change that
explodes in wars or civil strife only if it is artificially inhibited or
precluded.
In contrast to linear sequences of social development that
are responsible for relatively stable but ever changing social
institutions, the artifacts of cyclical social differentiation can erode
and be obliterated much more quickly unless they are continuously
regenerated, reproduced and reconfirmed. The categories of cyclical
reproductive social differentiation are revealed in the evolution of
social space and social time. Yes, we remember Karl Popper's (1974:150,
158) warning: "Historicism mistakes [...] interpretations for theories.
This is one of its cardinal errors. [...] The human factor is the ultimate
uncertain and wayward element in social life and in all social
institutions. [... Every] attempt at controlling it completely must lead
to tyranny; which means, to the omnipotence of the human factor—the whims
of a few men, or even of one.." To overcome the historicist confusion
between factually concrete situational history having no evolutionary
logic of its own and formal reconstructions of social evolution guided by
a logic of abstract conceptual schemes, it is necessary to abandon
attempts to find social evolution in changes of stratified social
structures that are always accidental byproducts of historic
processes.
Instead, reconstructions of social evolution must be
confined only to structural processes by which human civilization has been
appropriating and improving its material environment—social space and
time. If we additionally assume an interplay of multiple institutional
avenues in the evolution of human social environment, we can also overcome
prevailing skepticism about the possibility of progressive development
that originated in the demise of the 19th-century ideas of linear and
providential history as conceived by Comte, among others. It is also
useful to distinguish in this connection between cognitive and objectified
meanings of this evolution. While we speak of sequential evolutionary
stages as markers of linear-developmental differentiation of institutional
domains in a strictly objectified sense of existing stock of knowledge,
the evolution of social space and time responsible for
cyclical-reproductive social differentiation must be considered in both
its cognitive and objectified senses since it is a less frequently studied
topic.
Our planet became social as soon as we began traveling
across it. It can be said that the social meaning of this geographic space
was created by virtue of human travel and by the way we oriented ourselves
in it.[9]
Human spatial orientation evolved across the ages from early empirical
navigation based on the skipper's personal knowledge and experience, to
navigation by stars with compass and astrolabe, to astronomic navigation
with marine chronometer and sextant, to the radio location and GPS
navigation of today. Geometry, the science of spatial measurement, and the
development of numeration itself from fractions to hypercomplex numbers,
closely followed this evolution of navigation. Empirical navigation was
thought of in terms of elementary Euclidean geometry; navigation with
compass and astrolabe, in terms of Cartesian analytical geometry;
astronomic navigation with the sextant, in terms of non-Euclidean geometry
of Gauss, Bolyai, Lobachevsky, Riemann, and others that also gave rise to
differential, projection, and drawing geometries. Finally, modern GPS
navigation is reflected in the science of topology. Each one of these
evolutionary methods of navigation and each historic period in the advent
of new geometric ideas was characterized by its special method of
co-measuring distance as extensive and intensive quantities that
determined a vessel's location in space. These methods also brought about
new concepts of the number itself as resolving the differences between
extensive and intensive quantities (Figure 1).
Figure 1. Evolution of cognitive social space
But this is only the cognitive aspect of our social space.
This space also has a constructive aspect where products of our cognition
are registered and objectified, however temporarily. In this
constructively objectified sense, social appropriation of geographic space
consists, firstly, in an extensive growth, in a continuing territorial
expansion of human habitat. All continents, countries, and regions bearing
their specific geographic names are but markers of past steps in the
evolving process of human territorial expansion. Surviving in the present,
these diachronic developmental sequences also become synchronic
contemporary distinctions that give an ordered sequence to what at first
glance appears as a collection of nominal entities. Thus, the following
sequence of five major U.S. regions can be taken as a fair reconstruction
of American westward expansion from its first colonies in Massachusetts
and Rhode Island: North East - South Atlantic - East Central - West
Central - the West. This rough outline that foregoes actual historic
details represents the extensive evolution of American social space in its
constructively objectified sense. In its intensive dimension, the
evolution of objectified social space consists in a progressive
development of forms of human settlement—from villages in rural areas to
small towns, to medium-sized central cities, to metropolitan centers, to
their suburbs. The addition of a vertical Cartesian dimension to
horizontal territorial sprawl is but the most obvious aspect of this
process of intensification of objectified social space. Its true meaning
is in the intensification and concentration of human communication, both
in the physical sense of transportation and in the sense of verbal as well
as nonverbal sign systems. Differentiation in Social TimeTo be sure, while the two dimensions of social spatial
evolution are analytically separate, they have always been intertwined in
complex ways as well as with other, non-spatial factors. For our purposes,
however, these evolutionary sequences give well-grounded categories for
differentiating phases of synchronic social reproduction. We can use the
same logic of differentiating phases in the evolution of social time.
Social time, too, has its cognitive and constructively objectified
meanings, each with its intensive as well as extensive dimension. The
extensive dimension of cognitive social time is marked by historiographic
periodizations in the development of our civilization. Although there is
evidence that we are only now rediscovering knowledge available to humans
many thousands of years ago (Sitchin 1976), Greco-Roman Antiquity is
usually considered the beginning of the growth and progressive
sophistication of human rationality, and its subsequent stages are taken
to be the Middle Ages, the Renaissance, and the Modern Age. In addition to
this extensive growth, cognitive social time has also been undergoing a
process of intensification marked by the addition of new, ever shorter
recurrent temporal cycles of cooperative human activity. Originally, only
important annual seasonal events were staged and religiously recreated.
Recurrent and routine monthly, weekly, and daily observances were
gradually added to these yearly festivals and rituals. While yearly,
monthly, and daily cycles of intensive cognitive social time can still be
associated with the natural movements of celestial bodies, the week and
Sabbath rest were purely artificial social inventions (Zerubavel 1981,
1985).
We find extensive and intensive dimensions in objectified
social time, too. Their meanings are revealed in the evolution of
employment and occupations. From the early beginnings of running a
household and a farm—whether with the help of slaves or by poor freemen
themselves—forms of employment evolved extensively first into a system of
feudal serfdom where peasants were employed mostly part-time on rented
land or on their own land paying rent to their masters, mostly in kind.
With the Industrial Revolution came full-time work in the capitalist
factory that meant long hours. Attached to the machines that needed no
rest, men worked until they couldn't. The welfare state that followed gave
some social security to those on sick or maternity leave, to the
unemployed, and to retirees. In today's post-industrial society, the
evolving organization of employment as the extensive aspect of
constructively objectified social time seems to have new qualities, such
as independent consulting, telecommuting, job sharing, compressed work
schedules, and flextime that are especially rewarding for people with the
spirit of entrepreneurship. We can thus differentiate between the
following categories of employment: (i) full-time homemakers; (ii)
part-timers and those working full-time but less than 40 hours per week;
(iii) nine-to-fivers and those working more that 40 hours a week; (iv)
retirees and the unemployed; (v) self-employed and those attending school.
It should be obvious that these categories of employment
are treated quite separately from their meaning in terms of compensation,
such as wages or income. The latter is just an indicator of economic where
employment is only one of the axes of its social differentiation. So much
for the extensive evolution of social time in its objectified sense. As
for its intensive evolution, it is marked by progressive technological and
related occupational development since all occupations encapsulate and
embody past time spent in education and training for them. Original
primitive farming methods were first transformed into industrial work with
machine-tools. This, in turn, is being replaced by the evolving
information technologies of the present. Given the facts of continuing
technological development and a concurrent process of globalization that
moves much of production work offshore leading to the shrinking of
associated occupations, we cannot simply adopt these distinctions of the
past for today's classification of occupations. Thus, in a five-level
occupational classification, several formerly differentiated occupational
groups of manual work would already be too small to be counted separately.
They must be collapsed into a single category of manual occupations. By
contrast, several non-manual occupational groups must be differentiated
instead, such as trades and services; sales and clerical occupations;
administrative and managerial occupations; and professions.
As in the evolution of social space in its cognitive
sense, the extensive growth and the intensification of objectified social
time was accompanied by the development of temporal standards of
co-measurement which made coordination of cooperative human activities
possible on an ever-wider scale. Social time was initially purely
qualitative and subjective. There were many different—local and
historical, culturally distinct—kinds of time. Only relatively recently
has time become culturally universal and quantifiable. The first standard
in measuring time was an era—BC and AD. The adoption of the monthly,
weekly and daily units of Roman and Gregorian calendars were, in turn,
further fine-tuned by the use of hours as measured by the hourglass and
the solar clock. Finally, modern mean clock time that is also divisible
into minutes, seconds, and milliseconds, first introduced in Switzerland,
was generally adopted with the expansion of railroad travel in England and
its subsequent spread across continents. With its point of origin at the
Greenwich observatory, mean time remains our standard way of co-measuring
local times. US standard time zones became the foundation of the present
system of international time reckoning that does not necessarily follow
the original hourly fifteen-degree intervals of geographic latitude. With
every new stage in this evolution of constructive social time, humanity
progressed from a multitude of isolated local communities to a universally
recognized supra-local one that binds us all together and in this sense
makes us interdependent (Sorokin 1964; Zerubavel 1979; 1982).
The orthogonal relationship among all these dimensions of
social differentiation means that not only the institutional domains of
lifestyle, status, orientation, and socialization are divided into a
multitude of unequal social classes, but also that all such classes are
further internally stratified by regional, residential, employment, and
occupational divisions. Social inequality exists in both of these senses.
While class inequality is always present and appears stable, at least
within one generation, stratified social inequality, or the inequality of
social strata, is much more malleable. In fact, this may be the only area
available for incremental social change in the sense of social
intervention or control that Karl Popper had in mind. Social Measurement and Distributive JusticeIn principle, social differentiation can be continued even
further along these lines, especially by institutions as well as by
behavior, to locate any empirical social group of interest. However, as
the number of cells in this multidimensional grid expands with all these
subdivisions, the number of cases in each cell will diminish. The
extensive growth and intensification of social space and social time that
are characteristic features of the processes of
urbanization-suburbanization and industrialization-computerization,
respectively, bring about radical changes in social structures. They
present a picture of a virtual race to expand and to make good use of our
limited resources of time and space. Culture, technology, and above all,
better social organization are human artifacts promising a chance of
extending even further natural space and time. But better social
organization is contingent upon our ability to measure and co-measure
these social structures themselves. How is such quantitative
representation possible?
Social measurement is widely recognized as the bedrock of
social science. Despite its apparent schism between reliance either on
numbers or on narratives, any social theory can be seen as scaled
empirical observations focused and refracted by the prism of conceptual
schemes. Lately, a new trend of highlighting relative rather than absolute
social measurement has become apparent. The term is co-measurement, or
commensuration, and it is seen as a precondition of any novel sociological
explanation.[10]
Radically inclusive, fundamentally relative, and thus quite within the
drive towards a relational sociology (Emirbayer 1997), commensuration is
even seen as a source of power. It can make taken-for-granted aspects of
social life visible, valued and thus politically relevant. It can also
render a hotly debated issue mundane and irrelevant. Commensuration of
social phenomena inevitably throws new light on old issues and forces us
to review our ideas about them. This is nothing short of a restatement of
the original aspirations for social science's power to transform social
reality. A further, even greater challenge for the social sciences is to
have just a few, and ultimately, even one single supra-measure equally
applicable to any and all aspects of social relations. There are numerous
social indicators of education, housing, health, and crime, etc. What is
lacking is an overarching measure that would co-measure them all and give
us a concise picture of the current state of social structure.[11]
This ideal emulating natural sciences, particularly classical physics, is
meaningful to a substantial body of students of sociology.
Reducing the fragmentation of the social science is indeed
an attractive goal, but how do we co-measure wealth, power, fame, and
happiness? One clear way to achieve such commensuration is to abandon the
practice of measuring social relations in quantities of tangible things,
and to see them only as indicators of a broader set of general
sociological concepts, preferably limited in number but all-encompassing
in scope. We are surrounded by an overwhelming variety of things that
noisily command our attention by virtue of incessant advertising. The idea
is to see them only as particular representations of social meanings
common to all of us rather than as gratification of individual wants. It
is the meaning of things, above all else, as standing for structures of
human social relations that is important here (Baudrillard 1981,
Chikszentmihalyi and Rochberg-Halton 1981). We would be even better off if
such a limited set of social meanings could be reduced to a single
unchanging and reliable social measure. If gold is (or was originally) a
good, unchanging standard for economic value, why not a universal measure
of the social?
All these considerations point in the direction of high
moral values. They are the only stable, immutable objects of social
thought and of social science where social structural arrangements
continually change to accommodate them (Smikun 2000). If we assume that
moral values such as freedom and social justice are at the core of all
structural social change across human history, then they may well be taken
as the overarching measures for the entire observed diversity of social
phenomena, social processes, and social relations. Indicators of such
values will always be historically concrete and local. They will have
local and time-bound denomination—as Dollars, Pounds, Rupees, and Yens are
for monetary units. But they will all represent the same timeless ideals
that are synonymous across all cultures and that are responsible for the
continuity of human civilization despite radical structural social changes
across ages and continents. In fact, one such measure—social equality and
inequality—has long been used to compare diverse facets of social
structures such as income, race, and gender relations. There is a vast and
still growing literature on race and gender inequality describing and
quantitatively estimating various forms of patent and latent racial or
gender discrimination.
As a technical mathematical social measure, inequality is
used more to measure income distribution. The most commonly used such
measures are shares of aggregate income and indices of income
concentration, e.g., Gini coefficient. The drawbacks of social inequality
as a universal social measure are in some of its concrete interpretations
as well as general assumptions. All inequality measures are implicitly
based on the egalitarian ideal that in statistical terms is expressed by a
rectangular sampling distribution. This alone generates a substantial
backlash against inequality studies. Criticism amounts to the charge that
egalitarianism cannot account for unequal human merit or desert (Letwin
1983). More attenuated positions are those that advocate equality only of
opportunity as opposed to outcomes, e.g., as removal of special privileges
or unfair advantages, and those that argue for relatively more equality
(less inequality) of actual social outcomes rather than absolute
egalitarianism of the communist kind. The latter two attenuated positions
contain clues to a better universal social measure that is free from the
drawbacks of social equality and inequality. Distributive justice, or fair
and equitable distribution, incorporates principles of both relative
equality and unequal merit or desert in their pure forms as well as forms
of their mutual cross-attribution.
Already Aristotle declared that equality is for the equal
and inequality for the unequal, and that all virtue is found in the median
between two extremes. Besides these maxims, our ideas about distributive
justice come from four major moral philosophies of modern times:
libertarian, egalitarian, utilitarian, and liberal. The libertarian
principle from Adam Smith to Hayek (1960) and Nozick (1974) champions
distribution according to pure merit or desert resulting from an
unfettered laissez-faire pursuit of self-interest in free competition.
This principle of naturally occurring social distribution was denounced
and opposed by the socialists and communists who advanced the egalitarian
ideal. The utilitarian-welfare principle of distributive justice
historically served to mediate the irreconcilable principles of
egalitarian and desert-based distributive justice. From Bentham to Keynes
and other proponents of the welfare state, a principle of deserved
equality was promoted, whether in the form of maximizing utility, or
securing welfare for a maximum possible number of people. Thus, the
welfare safety net is provided only to those who cannot provide for
themselves a certain minimal level of well-being. For everyone else, it is
distribution according to their merit and desert. Finally, liberal
distributive justice from Locke's ideas on government to Rawls' principle
of difference has advocated various forms of equal desert. This is another
form of mediation between deserved and egalitarian distributive justice
that is different from, yet complementary to, the utilitarian-welfare form
of such mediation. For example, according to Rawls (1995, 1999),
distribution is just if it is deserved by occupants of social positions
and offices and is at the same time to the greatest benefit of the least
advantaged members of society. The latter is guaranteed by equal access to
such positions and offices that are patently of unequal merit.
These four major principles of distributive justice can be
conveniently modeled with statistical parameters of probability
distributions where probability scores would represent elements of social
structures. Since the four historic principles of distributive justice
continue to operate—to a larger or smaller degree—in regulating human
social relations and are responsible, in the final analysis, for secular
institutional-structural social development, a statistical model of
distributive justice as a measure of the social must integrate these four
parameters. Conversely, the properties of such statistical parameters must
be appropriate to model the four major principles of distributive justice.
We find such parameters in moment skewness, standard deviation, asymmetry,
and unbiased sample size correction factor. Moment skewness can model the
libertarian principle of pure merit or desert while standard deviation can
model the egalitarian principle of pure equality. In a game with a
permanent sum - which relational sociology must assume—it is fairly
obvious that greater values of standard deviation signify more platykurtic
distributions that can, therefore, model more egalitarian social
relations. Similarly, more negative (or less positive) values of moment
skewness shift the weight of probabilities to opposite distributional
tails, i.e. towards either higher or lower pure social merit. Unbiased
sample size correction factor (1-1/N) and asymmetry, also known as simple
relational skewness statistic [(mean — median) / standard deviation], also
model equality and merit, respectively, but with a difference. Unbiased
sample size is usually presented as an attribute of sample standard deviation,
but it can also be consider a parameter of generalized (skewed) normal distribution
in its own right. Asymmetry, too, carries certain properties of both
skewness and standard deviation in that the difference between mean and
median in units of standard deviation always signifies skewness. Thus,
unbiased sample size correction factor is a proper model of deserved
equality, and asymmetry, of equal merit.
To estimate these four theoretical parameters from sample
data, we need a family of sampling distributions as quantitative standards
having characteristics of (current and local) laws, and as a means of
comparing unequal social relations with respect to indicators of social
change, i.e. as a model of distributive justice. One way to estimate these
parameters is with the help of a multinomial ordinal probit analysis based
on a generalized normal distribution with the following density
function:
![]() where α is shape estimated by asymmetry
(-1<α<1), γ is location estimated by moment skewness,
σ is scale estimated by standard deviation, and ω is
peakedness estimated by unbiased sample size correction factor. This
family of variably shaped, variably located, variably scaled, and variably
peaked four-parameter generalized normal distributions has very useful
properties. It gives an endless variety of continuous unimodal probability
curves of monotonously increasing and monotonously diminishing values that
includes the standard Gaussian symmetric distribution as a special case
produced when shape and location are equal to zero with scale and
peakedness equal to unity. If peakedness alone varies, Student’s
t-distribution is obtained.
Generalized multinomial ordinal probits are found by
looking up points on the standardized z-scale just below cumulative
generalized normal probabilities corresponding to sample proportions of
their initially ad hoc (grouped) ordinal scores. The probits are the
midpoints of the intervals cut off by such points (Agresti 1984, Wickens
1989). This procedure must be iterated with successive generalized normal
distribution curves producing increasingly better approximations of probit
values and of their four estimated summary statistics. The implicit
assumption here is that sample proportions come from generalized normal
distributions rather than from the scale of natural numbers. In terms of
data theory (Jacoby 1991), there is no rational basis to prefer one to the
other. The appropriateness of a family of such specific statistical models
will hold to the extent that they are meaningful not only within general
logical and mathematical probability theories, but also as representations
of normative societal ideals of social distribution. Only in this way can
accepted models become specifications for vague, verbally described
standards of distributive justice including equality and merit.
Given the plurality of social objects, it is obvious that
there is no single correct estimate of distributive justice for the same
social group. Walzer saw this as multiple spheres of justice. "When
meanings are distinct," he wrote, "distributions must be autonomous. Every
social good or set of goods constitutes, as it were, a distributive sphere
within which only certain criteria and arrangements are appropriate"
(1983:10). But more can be said. Estimates of distributive justice will
yield different results in various dimensions of social differentiation
even when applied to the same social object. Distributive justice is
always multiple in these two senses. Differentiated indicators of social
justice are also indicators of differentiated social justice. As various
combinations of major, minor, or dissonant chords can produce musical
harmony in innumerable ways in different keys, so can distributive justice
be different for different social objects and their multiple orthogonal
axes of differentiation. Toward Indicators of Valuable Social ObjectsSocial science is called upon to reveal deep underlying
causes and mechanisms of long-term social processes as well as synchronic
phases of cyclical social reproduction that result in large and small
structural changes unfolding before our eyes. Is globalization about the
outsourcing of manufacturing production or about the spread of American
culture? If it is about the spread of the free market economy that proved
so successful in the West, why do people protest against it? If the
anti-globalization protests have a just cause, can they stop it? And in
the reflexive mode, does the process of societal computerization bring
about "incredulity towards metanarratives" and the denial of the criterion
of truth in favor of efficiency in social science (Lyotard 1983)? The
difficulty is that penetrating answers to these questions must be
presented within a coherent system of general sociological concepts, and
yet make sense in terms of everyday experiences and the existing stock of
common-sense knowledge.
The promise given by neatly built conceptual schemes
successfully to grasp and interpret empirical social reality never comes
without a price. Genuine lived meanings of empirical data are always
fuzzy, haphazard, and, ultimately, unfathomable. While the harmony,
comprehensiveness, and consistency imposed by an extraneous conceptual
scheme on observed lived meanings may obviate the problem of reliability,
the extreme rationality of abstract conceptual meanings may easily rob
them of their original validity. All social scientists face a hard choice
"between surrender [to empirical meanings] and ideal type" (Wagner 1978).
Common-sense native meanings cannot be simply substituted with
sociological conceptual jargon. The precipice separating them can only be
bridged by meanings that are intelligible both in terms of deductively
obtained abstract conceptual schemes and in terms of the unique meanings
that constitute the language of a local community of natives. Sociologists
knowledgeable in both universal and unique meanings must be able to
combine them into particular meanings having correspondences in both sets:
in abstract sociological categories as well as in the unique local
meanings of lived social reality. This mediation between observational
data and abstract conceptual schemes is made possible by social
indicators.
The idea of social indicators was highlighted in the
1960's out of the immediate need to monitor macrosocial conditions-social
problems—in a way that would bring out their broader and more
differentiated aspects than those captured by traditional economic
indicators. Providing a happy middle ground between raw observational
variables and general sociological concepts, social indicators are
uniquely qualified to capture latent phases of macrosocial functioning
while reducing otherwise exceedingly complex empirical social reality to
manageable proportions. Owing to their mediating role between
conceptualization and measurement, social indicators carry within
themselves these two seemingly irreconcilable aspects of their origin. In
their deductive modality, social indicators can produce new
domain-specific concepts that have a foundation in general theory and
methodology. They can be used as the building blocks of the social
sciences. In their inductive empirical aspect, on the other hand, social
indicators supply substantive meanings to the abstract notions of social
structure, social change, social reproduction, social development, and
social system. Ultimately, only a solid system of social—or what may
better be called sociological—indicators built around major categories of
social differentiation can give social research comprehensiveness and
cumulative discipline. We must have such descriptive indicators before any
attempt is made at building middle-range social theories.
If our claim is valid about the ability of basic and
visible lifestyle, ascribed and achieved status, deep and volatile
orientation, and early and later socialization to embody deep macrosocial
structures, they must become the focal points of all empirical social
research. When research problems and hypotheses are formulated with an
orientation to or in terms of distribution of such social objects , rather
than of the endless variety of raw variables produced for a myriad of
diverse research projects, all research results will necessarily become
mutually relevant, mutually referential, and thus, cumulative. Building a
system of indicators of lifestyle, status, orientation, and socialization
to organize the collective effort of macrosocial research and maintaining
it with regular data collection then will become tasks of paramount
importance. Once operational definitions are constructed for indicators of
these valuable objects and deployed within a consistent scheme of social
differentiation, they can be used to determine quantitative relations
among a great variety of social groups. The resulting picture of social
relations will form the deep structures in synchronic as well as
diachronic macrosocial change. Endnotes1. Thus writes Twitchell (1996:11-12), "What is clear
is that most things in and of themselves do not mean enough. In fact, what
we crave may not be objects at all but their meaning. For whatever else
advertising does, one thing is certain: by adding value to material, by
adding meaning to objects, by branding things, advertising performs the
role historically associated with religion. The Great Chain of Being,
which for centuries located value above the horizon in the World Beyond,
has been reforged to settle value on the objects here and now."
2. "The idea that advertising creates artificial
desires rests on a profound ignorance of human nature, on the hazy feeling
that there existed some halcyon era of noble savages with purely natural
needs, on romantic claptrap first promulgated by Rousseau and kept alive
in institutions well isolated from the marketplace. […] Aside from
comforting purchasers by assuring them they made the right choice, aside
from comforting CEOs and employees that their work is important, and aside
from certain unpredictable short-term increases in consumption, most
advertising does not perform as advertised. Take away the tax deduction
that corporations get for advertising, and most expenditures would dry up
overnight" (Twitchell 1996:12,109). In support of this latter statement,
Twitchell cites studies made over half a century by economists and
advertising executives themselves.
3. Mead (1934) expressed these three latter phases of
socialization as me, generalized other, and I.
4. In this sense, the problem of lifestyle, and
visible lifestyle in particular, is indeed a rather late one. Classical
writers Hegel and Marx spoke only of basic needs in this context as
satisfied by a system of institutions of civil (burgerlische, i.e.,
bourgeois) society, or, better still, by a just mode of production of
social relations that determines all institutional superstructures,
respectively. The latter point of view gave rise to the idea of (class)
interests as the focus of diverse and often contradictory needs.
5. This is how Simmel (1950:409) described this
capacity from an individual point of view in The Metropolis and Mental
Life, "The deepest problems of modern life derive from the claim of
the individual to preserve the autonomy and individuality of his existence
in the face of overwhelming social forces, of historical heritage, of
external culture, and of the technique of life. [...The] metropolis is the
genuine arena of this culture which outgrows all personal life. Here [...]
is offered such an overwhelming fullness of crystallized and
impersonalized spirit that the personality, so to speak, cannot maintain
itself under its impact. On the one hand, life is made infinitely easy for
the personality in that stimulations, interests, uses of time and
consciousness are offered to it from all sides. They carry the person as
if in a stream, and one needs hardly to swim for oneself. On the other
hand, however, life is composed more and more of these impersonal contents
and offerings which tend to displace the genuine personal colorations and
incomparabilities. This results in the individual's summoning the utmost
in uniqueness and particularization, in order to preserve his most
personal core. He has to exaggerate this personal element in order to
remain audible even to himself."
6. While being legitimate and necessary aspects of
social analysis, the subject-matters of impersonal aggregate
macrosociology and intentional, action-based microsociology acquire full
meanings only in the context of mesosocial realities of nonconformity,
voluntary organizations, and social movements in defense of human as well
as social rights. This is where institutional social norms are enforced,
and where social action confront social institutions. Microsocial action
and aggregate macrosocial behavior are but useful analytical abstractions
from concrete mesosocial reality.
7. In his first general statement on social
stratification, Parsons (1954b) contrasted unequal occupational status and
prestige associated with it as mostly achieved rather than ascribed with
family characterized by largely egalitarian relationships, especially the
conjugal family with dependent children and women removed to
non-competitive occupations, if any. He went on to discuss the vagueness
of income or standard of living as a common measure of status mediating
between occupational and family roles. Here, too, institutional attributes
of social groups are unlawfully compared to functional ones.
8. Sorokin (1959:12) put it best: "Any organized
social group is always a stratified social body. Unstratified society,
with real equality of its members, is a myth which has never been realized
in the history of mankind."
9. In Social Mobility, Sorokin (1959:4-6) used
the term social space as synonymous with social universe, i.e., in the
sense of an array of axes of social differentiation. To distinguish it
from our usage, it would be appropriate to call such an array sociological
space rather than social.
10. A common yet insufficiently appreciated example
of social commensuration is the price of diverse products and services.
Other examples are college and faculty rankings, rankings of places to
retire, estimates of risks in insurance business, and a host of disparate
social statistics in general. It also turns out that commensuration is
much more than a technical process of bringing empirical observations of
different social phenomena under a single metric. It "transforms qualities
into quantities, difference into magnitude. It is a way to reduce and
simplify disparate information into numbers that can easily be compared.
This transformation allows people to quickly grasp, represent, and compare
differences. [...It] condenses and reduces the amount of information
people have to process, which is useful for representing value and
simplifying decision-making" (Espeland and Stevens 1998:316).
11. Some see this as one of the endemic difficulties
of social measurement. "Social measurement presents problems that are not
encountered in quite the same form in relation to physical, biological, or
economic measurement. [...] Although this difference is perhaps one of
degree rather than kind, the absence of formal agreed tools of measurement
such as length, weight, distance, or monetary value is a serious problem
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