Rationalization (sociology)

Last updated

In sociology, the term rationalization was coined by Max Weber, a German sociologist, jurist, and economist. [1] Rationalization (or rationalisation) is the replacement of traditions, values, and emotions as motivators for behavior in society with concepts based on rationality and reason. [2] The term rational is seen in the context of people, their expressions, and or their actions. This term can be applied to people who can perform speech or in general any action, in addition to the views of rationality within people it can be seen in the perspective of something such as a worldview or perspective (idea). [2] For example, the implementation of bureaucracies in government is a kind of rationalization, as is the construction of high-efficiency living spaces in architecture and urban planning. A potential reason as to why rationalization of a culture may take place in the modern era is the process of globalization. Countries are becoming increasingly interlinked, and with the rise of technology, it is easier for countries to influence each other through social networking, the media and politics. An example of rationalization in place would be the case of witch doctors in certain parts of Africa. Whilst many locals view them as an important part of their culture and traditions, development initiatives and aid workers have tried to rationalize the practice in order to educate the local people in modern medicine and practice. [3]

Contents

Many sociologists, critical theorists and contemporary philosophers have argued that rationalization, falsely assumed as progress, has had a negative and dehumanizing effect on society, moving modernity away from the central tenets of Enlightenment. [4] The founders of sociology had critical reaction to rationalization:

Marx and Engels associated the emergence of modern society above all with the development of capitalism; for Durkheim it was connected in particular with industrialization and the new social division of labour which this brought about; for Weber it had to do with the emergence of a distinctive way of thinking, the rational calculation which he associated with the Protestant Ethic (more or less what Marx and Engels speak of in terms of those 'icy waves of egotistical calculation').

John Harriss, The Second Great Transformation? Capitalism at the End of the Twentieth Century 1992 [5]

Capitalism

Rationalization formed a central concept in the foundation of classical sociology, particularly with respect to the emphasis the discipline placed – by contrast with anthropology – on the nature of modern Western societies. The term was presented by the profoundly influential German antipositivist Max Weber, though its themes bear parallel with the critiques of modernity set forth by a number of scholars. A rejection of dialectism and sociocultural evolution informs the concept.

Max Weber in 1918 Max Weber in 1918.png
Max Weber in 1918

Weber demonstrated rationalization in The Protestant Ethic and the Spirit of Capitalism , in which the aims of certain Protestant Theologies, particularly Calvinism, are shown to have shifted towards rational means of economic gain as a way of dealing with their 'salvation anxiety'. The rational consequences of this doctrine, he argued, soon grew incompatible with its religious roots, and so the latter were eventually discarded. Weber continues his investigation into this matter in later works, notably in his studies on bureaucracy and on the classifications of authority. In these works he alludes to an inevitable move towards rationalization. [6]

Weber believed that a move towards rational-legal authority was inevitable. In charismatic authority, the death of a leader effectively ends the power of that authority, and only through a rationalized and bureaucratic base can this authority be passed on. Traditional authorities in rationalized societies also tend to develop a rational-legal base to better ensure a stable accession. (See also: Tripartite classification of authority)

What Weber depicted was not only the secularization of Western culture, but also and especially the development of modern societies from the viewpoint of rationalization. The new structures of society were marked by the differentiation of the two functionally intermeshing systems that had taken shape around the organizational cores of the capitalist enterprise and the bureaucratic state apparatus. Weber understood this process as the institutionalization of purposive-rational economic and administrative action. To the degree that everyday life was affected by this cultural and societal rationalization, traditional forms of life - which in the early modern period were differentiated primarily according to one's trade - were dissolved.

Jürgen Habermas, Modernity's Consciousness of Time [4]

Whereas in traditional societies such as feudalism governing is managed under the traditional leadership of, for example, a queen or tribal chief, modern societies operate under rational-legal systems. For example, democratic systems attempt to remedy qualitative concerns (such as racial discrimination) with rationalized, quantitative means (for example, civil rights legislation). Weber described the eventual effects of rationalization in his Economy and Society as leading to a "polar night of icy darkness", in which increasing rationalization of human life traps individuals in an "iron cage" (or "steel-hard casing") of rule-based, rational control.

Jürgen Habermas has argued that understanding rationalization properly requires going beyond Weber's notion of rationalization. It requires distinguishing between instrumental rationality, which involves calculation and efficiency (in other words, reducing all relationships to those of means and ends), and communicative rationality, which involves expanding the scope of mutual understanding in communication, the ability to expand this understanding through reflective discourse about communication, and making social and political life subject to this expanded understanding.

It is clear that in The Theory of Communicative Action Weber is playing something like the role that Hegel played for Marx. Weber, for Habermas, must be not so much stood on his head (or put back the right way up) as persuaded to stand on two legs rather than one, to support his theory of modernity with more systematic and structural analyses than those of the (purposive-rational) rationalization of action ... Weber 'parts company with a theory of communicative action' when he defines action in terms of the actor attaching a subjective meaning to it. He does not elucidate "meaning" in connection with the model of speech; he does not relate it to the linguistic medium of possible understanding, but to the beliefs and intentions of an acting subject, taken to being with in isolation. This leads him to his familiar distinction between value-rational, purposive-rational, traditional and affectual action. What Weber should have done instead was to concentrate not on orientations of action but on the general structures of the lifeworld to which acting subjects belong.

William Outhwaite, Habermas: Key Contemporary Thinkers 1988 [7]

The Holocaust, modernity and ambivalence

The railway line leading to the death camp at Auschwitz II (Birkenau). Rail leading to Auschwitz II (Birkenau).jpg
The railway line leading to the death camp at Auschwitz II (Birkenau).

For Zygmunt Bauman, rationalization as a manifestation of modernity may be closely associated with the events of the Holocaust. In Modernity and Ambivalence, Bauman attempted to give an account of the different approaches modern society adopts toward the stranger. He argued that, on the one hand, in a consumer-oriented economy the strange and the unfamiliar is always enticing; in different styles of food, different fashions and in tourism it is possible to experience the allure of what is unfamiliar.

Yet this strange-ness also has a more negative side. The stranger, because he cannot be controlled and ordered, is always the object of fear; he is the potential mugger, the person outside of society's borders who is constantly threatening. Bauman's most famous book, Modernity and the Holocaust, is an attempt to give a full account of the dangers of these kinds of fears. Drawing upon Hannah Arendt and Theodor W. Adorno's books on totalitarianism and the Enlightenment, Bauman argues that the Holocaust should not simply be considered to be an event in Jewish history, nor a regression to pre-modern barbarism. Rather, he says, the Holocaust should be seen as deeply connected to modernity and its order-making efforts. Procedural rationality, the division of labour into smaller and smaller tasks, the taxonomic categorization of different species, and the tendency to view rule-following as morally good all played their role in the Holocaust coming to pass.

For this reason, Bauman argues that modern societies have not fully taken on board the lessons of the Holocaust; it is generally viewed – to use Bauman's metaphor – like a picture hanging on a wall, offering few lessons. In Bauman's analysis, the Jews became 'strangers' par excellence in Europe; [8] the Final Solution was pictured by him as an extreme example of the attempts made by societies to excise the uncomfortable and indeterminate elements existing within them. Bauman, like the philosopher Giorgio Agamben, contended that the same processes of exclusion that were at work in the Holocaust could, and to an extent do, still come into play today.

Adorno and Horkheimer's definition of "enlightenment"

The term enlightenment is understood to describe the widest sense of thought advancement. When reaching a sense of enlightenment an individual will be liberated of their fears and will be installed within society as 'masters'. This term in the sense of rationalization is seen to refine levels of cogency with formal logic, creating discourse in the framework of being a rational being as it no longer poses the same importance, individuals will want to reach full enlightenment rather than use full rationality. [9] In their analysis of contemporary western society, Dialectic of Enlightenment (1944, revised 1947), Theodor W. Adorno and Max Horkheimer developed a wide and pessimistic concept of enlightenment. In their analysis, enlightenment had its dark side: while trying to abolish superstition and myths by 'foundationalist' philosophy, it ignored its own 'mythical' basis. Its strivings towards totality and certainty led to an increasing instrumentalization of reason. In their view, the enlightenment itself should be enlightened and not posed as a 'myth-free' view of the world. For Marxist philosophy in general, rationalization is closely associated with the concept of "commodity fetishism", for the reason that not only are products designed to fulfill certain tasks, but employees are hired to fulfill specific tasks as well.

Consumption

The sign at a McDonald's 'drive-thru'. The "over 99 billion served" statement illustrates Ritzer's idea of calculability. Harlem Micky Dz.jpg
The sign at a McDonald's 'drive-thru'. The "over 99 billion served" statement illustrates Ritzer's idea of calculability.

Modern food consumption typifies the process of rationalization. Where food preparation in traditional societies is more laborious and technically inefficient, modern society has strived towards speed and precision in its delivery. Fast-food restaurants, designed to maximise profit, have strived toward total efficiency since their conception, and continue to do so. A strict level of efficiency has been accomplished in several ways, including stricter control of its workers' actions, the replacement of more complicated systems with simpler, less time-consuming ones, simple numbered systems of value meals and the addition of drive-through windows.

Rationalization is also observable in the replacement of more traditional stores, which may offer subjective advantages to consumers, such as what sociologists consider a less regulated, more natural environment, with modern stores offering the objective advantage of lower prices to consumers. The case of Walmart is one strong example demonstrating this transition. While Walmarts have attracted considerable criticism for effectively displacing more traditional stores, these subjective social-value concerns have held minimal effectiveness in limiting expansion of the enterprise, particularly in more rationalized nations,[ citation needed ] due to the preferences of the public for lower prices over the advantages sociologists claim for more traditional stores. [10]

The sociologist George Ritzer has used the term McDonaldization to refer, not just to the actions of the fast food restaurant, but to the general process of rationalization. Ritzer distinguishes four primary components of McDonaldization: [11]

Further objects of rationalization

One rational tendency is towards increasing the efficiency and output of the human body. Several means can be employed in reaching this end, including trends towards regular exercise, dieting, increased hygiene, drugs, and an emphasis on optimal nutrition. As well as increasing lifespans, these allow for stronger, leaner, more optimized bodies for quickly performing tasks. [12]

See also

Related Research Articles

<span class="mw-page-title-main">Jürgen Habermas</span> German social theorist and philosopher (born 1929)

Jürgen Habermas is a German philosopher and social theorist in the tradition of critical theory and pragmatism. His work addresses communicative rationality and the public sphere.

<span class="mw-page-title-main">Max Weber</span> German sociologist, jurist, and political economist (1864–1920)

Maximilian Carl Emil Weber was a German sociologist, historian, jurist, and political economist who was one of the central figures in the development of sociology and the social sciences more generally. His ideas continue to influence social theory and research.

<span class="mw-page-title-main">Max Horkheimer</span> German philosopher and sociologist (1895–1973)

Max Horkheimer was a German philosopher and sociologist who was famous for his work in critical theory as a member of the Frankfurt School of social research. Horkheimer addressed authoritarianism, militarism, economic disruption, environmental crisis, and the poverty of mass culture using the philosophy of history as a framework. This became the foundation of critical theory. His most important works include Eclipse of Reason (1947), Between Philosophy and Social Science (1930–1938) and, in collaboration with Theodor Adorno, Dialectic of Enlightenment (1947). Through the Frankfurt School, Horkheimer planned, supported and made other significant works possible.

<span class="mw-page-title-main">Sociology of religion</span>

Sociology of religion is the study of the beliefs, practices and organizational forms of religion using the tools and methods of the discipline of sociology. This objective investigation may include the use both of quantitative methods and of qualitative approaches.

<span class="mw-page-title-main">George Ritzer</span> American sociologist (born 1940)

George Ritzer is an American sociologist, professor, and author who has mainly studied globalization, metatheory, patterns of consumption, and modern/postmodern social theory. His concept of McDonaldization draws upon Max Weber's idea of rationalization through the lens of the fast food industry. He coined the term in a 1983 article for The Journal of American Culture, developing the concept in The McDonaldization of Society (1993), which is among the best selling monographs in the history of American sociology.

Modernity, a topic in the humanities and social sciences, is both a historical period and the ensemble of particular socio-cultural norms, attitudes and practices that arose in the wake of the Renaissance—in the Age of Reason of 17th-century thought and the 18th-century Enlightenment. Commentators variously consider the era of modernity to have ended by 1930, with World War II in 1945, or as late as the period falling between the 1980s and 1990s; the following era is often referred to as "postmodernity". The term "contemporary history" is also used to refer to the post-1945 timeframe, without assigning it to either the modern or postmodern era.

Postmodernity is the economic or cultural state or condition of society which is said to exist after modernity. Some schools of thought hold that modernity ended in the late 20th century – in the 1980s or early 1990s – and that it was replaced by postmodernity, and still others would extend modernity to cover the developments denoted by postmodernity. The idea of the postmodern condition is sometimes characterized as a culture stripped of its capacity to function in any linear or autonomous state like regressive isolationism, as opposed to the progressive mind state of modernism.

<span class="mw-page-title-main">Frankfurt School</span> School of social theory and critical philosophy

The Frankfurt School is a school of thought in sociology and critical philosophy. It is associated with the Institute for Social Research founded at Goethe University Frankfurt in 1923. Formed during the Weimar Republic during the European interwar period, the first generation of the Frankfurt School was composed of intellectuals, academics, and political dissidents dissatisfied with the socio-economic systems of the 1930s: namely, capitalism, fascism, and communism. Significant figures associated with the school include Max Horkheimer, Theodor Adorno, Walter Benjamin, Wilhelm Reich, Herbert Marcuse, and Jürgen Habermas.

McDonaldization is the process of a society adopting the characteristics of a fast-food restaurant. The McWord concept was proposed by sociologist George Ritzer in his 1993 book The McDonaldization of Society. McDonaldization is a reconceptualization of rationalization and scientific management. Where Max Weber used the model of the bureaucracy to represent the direction of this changing society, Ritzer sees the fast-food restaurant as a more representative contemporary paradigm.

Social theories are analytical frameworks, or paradigms, that are used to study and interpret social phenomena. A tool used by social scientists, social theories relate to historical debates over the validity and reliability of different methodologies, the primacy of either structure or agency, as well as the relationship between contingency and necessity. Social theory in an informal nature, or authorship based outside of academic social and political science, may be referred to as "social criticism" or "social commentary", or "cultural criticism" and may be associated both with formal cultural and literary scholarship, as well as other non-academic or journalistic forms of writing.

<span class="mw-page-title-main">Zygmunt Bauman</span> Polish sociologist and philosopher (1925–2017)

Zygmunt Bauman was a Polish–British sociologist and philosopher. He was driven out of the Polish People's Republic during the 1968 Polish political crisis and forced to give up his Polish citizenship. He emigrated to Israel; three years later he moved to the United Kingdom. He resided in England from 1971, where he studied at the London School of Economics and became Professor of Sociology at the University of Leeds, later emeritus. Bauman was a social theorist, writing on issues as diverse as modernity and the Holocaust, postmodern consumerism and liquid modernity.

<span class="mw-page-title-main">History of sociology</span>

Sociology as a scholarly discipline emerged, primarily out of Enlightenment thought, as a positivist science of society shortly after the French Revolution. Its genesis owed to various key movements in the philosophy of science and the philosophy of knowledge, arising in reaction to such issues as modernity, capitalism, urbanization, rationalization, secularization, colonization and imperialism.

<span class="mw-page-title-main">Antipositivism</span> Theoretical stance in social science

In social science, antipositivism is a theoretical stance which proposes that the social realm cannot be studied with the methods of investigation utilized within the natural sciences, and that investigation of the social realm requires a different epistemology. Fundamental to that antipositivist epistemology is the belief that the concepts and language researchers use in their research shape their perceptions of the social world they are investigating and seeking to define.

<i>Dialectic of Enlightenment</i> 1947 book by Max Horkheimer and Theodor W. Adorno

Dialectic of Enlightenment is a work of philosophy and social criticism written by Frankfurt School philosophers Max Horkheimer and Theodor W. Adorno. The text, published in 1947, is a revised version of what the authors originally had circulated among friends and colleagues in 1944 under the title of Philosophical Fragments.

<i>The McDonaldization of Society</i> 1993 English-language book by George Ritzer

The McDonaldization of Society was first proposed by sociologist George Ritzer in an article for The Journal of American Culture and expanded in his 1993 book of the same name. Ritzer suggests that in the later part of the 20th century the socially-structured form of the fast-food restaurant has become the organizational force representing and extending the process of rationalization into the realm of everyday interaction and individual identity. McDonald's of the 1990s serves as the case model. The book introduced the term McDonaldization to learned discourse as a way to describe a social process which produces "mind-numbing sameness", according to a 2002 review of a related academic text.

In sociology, communicative action is cooperative action undertaken by individuals based upon mutual deliberation and argumentation. The term was developed by German philosopher-sociologist Jürgen Habermas in his work The Theory of Communicative Action.

In sociology, the iron cage is a concept introduced by Max Weber to describe the increased rationalization inherent in social life, particularly in Western capitalist societies. The "iron cage" thus traps individuals in systems based purely on teleological efficiency, rational calculation and control. Weber also described the bureaucratization of social order as "the polar night of icy darkness".

<i>The Theory of Communicative Action</i> 1981 book by Jürgen Habermas

The Theory of Communicative Action is a two-volume 1981 book by the philosopher Jürgen Habermas, in which the author continues his project of finding a way to ground "the social sciences in a theory of language", which had been set out in On the Logic of the Social Sciences (1967). The two volumes are Reason and the Rationalization of Society, in which Habermas establishes a concept of communicative rationality, and Lifeworld and System: A Critique of Functionalist Reason, in which Habermas creates the two level concept of society and lays out the critical theory for modernity.

<span class="mw-page-title-main">Critical theory</span> Approach to social philosophy

A critical theory is any approach to humanities and social philosophy that focuses on society and culture to attempt to reveal, critique, and challenge or dismantle power structures. With roots in sociology and literary criticism, it argues that social problems stem more from social structures and cultural assumptions than from individuals. Some hold it to be an ideology, others argue that ideology is the principal obstacle to human liberation. Critical theory finds applications in various fields of study, including psychoanalysis, film theory, literary theory, cultural studies, history, communication theory, philosophy, and feminist theory.

Modernity and the Holocaust is a 1989 book by Zygmunt Bauman published by Polity Press. As the title implies, it explores the relationship between modernity and The Holocaust.

References

  1. Weber, Max. Benezit Dictionary of Artists. Oxford University Press. 2011-10-31. doi:10.1093/benz/9780199773787.article.b00195194.
  2. 1 2 Papastephanou, Marianna (November 2001). "Modernization, Rationalization, and Education: Responding to the Other". Sociological Research Online. 6 (3): 105–115. doi: 10.5153/sro.638 . ISSN   1360-7804. S2CID   144352443.
  3. de Blécourt, Willem; Davies, Owen (2018-07-30). "Introduction". Witchcraft Continued. Manchester University Press. doi:10.7765/9781526137975.00004. ISBN   9781526137975. S2CID   240365272 . Retrieved 2022-04-14.
  4. 1 2 Habermas, Jürgen, The Philosophical Discourse of Modernity, Polity Press (1985), ISBN   0-7456-0830-2, p. 2
  5. Harriss, John. The Second Great Transformation? Capitalism at the End of the Twentieth Century in Allen, T. and Thomas, Alan (eds) Poverty and Development in the 21st Century, Oxford University Press, Oxford, p. 325.
  6. 1 2 3 4 5 Macionis, J., and Gerber, L. (2010). Sociology, 7th edition
  7. Outhwaite, William, 1988 Habermas: Key Contemporary Thinkers, Polity Press (Second Edition 2009), ISBN   978-0-7456-4328-1, p. 76.
  8. Modernity and the Holocaust, p. 53.
  9. Saner, Marc (2005). "A Basic Classification of PREPs: Understood in the Widest Sense and Grouped with Conventional Tobacco Products". SSRN Electronic Journal. doi:10.2139/ssrn.1559407. ISSN   1556-5068.
  10. Boaz, David. (November 8, 1996). "Chrysler, Microsoft, and Industrial Policy Archived 2006-02-03 at the Wayback Machine ." Cato Institute. Retrieved on August 17, 2006.
  11. Ritzer, George (2008). The McDonaldization of Society . Los Angeles: Pine Forge Press. ISBN   978-0-7619-8812-0.
  12. See Michel Foucault's The History of Sexuality (subtitle: The Care of the Self, vol. 3), which identifies this rationalization as emerging from capitalist ideologies vis à vis control of workers (i.e., in this case, specifically, their bodies) for the rigors of commerce and the marketplace.

Further reading