2.2 Theoretical Perspectives on Society

Pencil drawing of an old city with low lying buildings and a tall smoke stack to the far right. Street cars, horse and carriages and people are on the streets.

Figure 4.6. Image of the T. Eaton Co. department store in Toronto, Canada from the back cover of the 1901 Eaton’s catalogue. (Photo courtesy of Wikimedia Commons)

While many sociologists have contributed to research on society and social interaction, three thinkers form the base of modern-day perspectives. Émile Durkheim, Karl Marx, and Max Weber developed different theoretical approaches to help us understand the formation of modern industrial society.

Émile Durkheim and Functionalism

As a functionalist, Émile Durkheim’s (1858–1917) perspective on society stressed the necessary interconnectivity of all of its elements. To Durkheim, society was greater than the sum of its parts. He asserted that individual behaviour was not the same as collective behaviour, and that studying collective behaviour was quite different from studying an individual’s actions. Society acted as an external restraint on individual behaviour. In his quest to understand what causes individuals to act in similar and predictable ways, he wrote, “If I do not submit to the conventions of society, if in my dress I do not conform to the customs observed in my country and in my class, the ridicule I provoke, the social isolation in which I am kept, produce, although in an attenuated form, the same effects as punishment” (Durkheim 1895). Durkheim called the communal beliefs, morals, and attitudes of a society the collective conscience.

Durkheim also believed that social integration, or the strength of ties that people have to their social groups, was a key factor in social life. Following the ideas of Comte and Spencer, Durkheim likened society to that of a living organism, in which each organ plays a necessary role in keeping the being alive. Even the socially deviant members of society are necessary, Durkheim argued, as punishments for deviance affirm established cultural values and norms. That is, punishment of a crime reaffirms our moral consciousness. “A crime is a crime because we condemn it,” Durkheim wrote in 1893. “An act offends the common consciousness not because it is criminal, but it is criminal because it offends that consciousness” (Durkheim 1893). Durkheim called these elements of society “social facts.” By this, he meant that social forces were to be considered real and existed outside the individual.

As an observer of his contemporary social world, particularly the fractious late 19th century history of France, Durkheim was concerned with indications that modern society was in a process of social disintegration. His primary concern was that the cultural glue that held society together was failing, and that people were becoming more divided. In his book The Division of Labour in Society (1893), Durkheim argued that as society grew more populated, more complex, and more difficult to regulate, the underlying basis of solidarity or unity within the social order needed to evolve.

Preindustrial societies, Durkheim explained, were held together by mechanical solidarity, a type of social order maintained through a minimal division of labour and a common collective consciousness. Such societies permitted a low degree of individual autonomy. Essentially there was no distinction between the individual conscience and the collective conscience. Societies with mechanical solidarity act in a mechanical fashion; things are done mostly because they have always been done that way. If anyone violated the collective conscience embodied in laws and taboos, punishment was swift and retributive. This type of thinking was common in preindustrial societies where strong bonds of kinship and a low division of labour created shared morals and values among people, such as hunter-gatherer groups. When people tend to do the same type of work, Durkheim argued, they tend to think and act alike.

In industrial societies, mechanical solidarity is replaced with organic solidarity, social order based around an acceptance of economic and social differences. In capitalist societies, Durkheim wrote, division of labour becomes so specialized that everyone is doing different things. Even though there is an increased level of individual autonomy—unique “personalities” and individualism—society coheres because everyone depends on everyone else. Instead of punishing members of a society for failure to assimilate to common values, organic solidarity allows people with differing values to coexist. Laws exist as formalized morals and are based on restitution rather than retribution or revenge.

While the transition from mechanical to organic solidarity is, in the long run, advantageous for a society, Durkheim noted that it can be a time of chaos and “normlessness.” One of the outcomes of the transition is social anomie. Anomie—literally, “without norms”—is a situation in which society no longer has the support of a firm collective consciousness. There are no clear norms or values to guide and regulate behaviour. Anomie was associated with the rise of industrial society, which removed traditional modes of moral regulation; the rise of individualism, which removed limits on what individuals could desire; and the rise of secularism, which removed ritual or symbolic foci. During times of war or rapid economic development, the normative basis of society was also challenged. People isolated in their specialized tasks tend to become alienated from one another and from a sense of collective conscience. However, Durkheim felt that as societies reach an advanced stage of organic solidarity, they avoid anomie by redeveloping a set of shared norms. According to Durkheim, once a society achieves organic solidarity, it has finished its development.

Karl Marx and Critical Sociology

Karl Marx (1818–1883) offered one of the most comprehensive theories of the development of human societies from the earliest hunter-gatherers to the modern industrial age. For Marx, the underlying structure of societies and of the forces of historical change was predicated on the idea of “base and superstructure.” In this model, a society’s economic structure forms its base, on which the culture and social institutions rest, forming its superstructure. For Marx, it is the base—the economic mode of production—that determines what a society’s culture, law, political system, family form, and, most importantly, its typical form of struggle or conflict will be like. Each type of society—hunter-gatherer, pastoral, agrarian, feudal, capitalist—could be characterized as the total way of life that forms around different economic bases.

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Figure 4.7. Karl Marx asserted that all elements of a society’s structure depend on its economic structure.

Marx saw economic conflict in society as the primary means of change. The base of each type of society in history—its economic mode of production—had its own characteristic form of economic struggle. This was because a mode of production was essentially two things: the means of production of a society—anything that is used in production to satisfy needs and maintain existence (e.g., land, animals, tools, machinery, factories, etc.)—and the relations of production of a society—the division of society into economic classes (the social roles allotted to individuals in production). Marx observed historically that in each epoch or type of society, only one class of persons has owned or monopolized the means of production. Different epochs are characterized by different forms of ownership and different class structures: hunter-gatherer (classless/common ownership), agricultural (citizens/slaves), feudal (lords/peasants), and capitalism (capitalists/“free” labourers). As a result, the relations of production have been characterized by relations of domination since the emergence of private property. Throughout history, classes have had opposed or contradictory interests. These “class antagonisms,” as he called them, periodically lead to periods of social revolution in which it becomes possible for one type of society to replace another.

The most recent revolutionary transformation resulted in the end of feudalism. A new revolutionary class emerged from among the freemen, small property owners, and middle-class burghers of the medieval period to challenge and overthrow the privilege and power of the feudal aristocracy. The members of the bourgeoisie or capitalist class were revolutionary in the sense that they represented a radical change and redistribution of power in European society. Their power was based in the private ownership of industrial property, which they sought to protect through the struggle for property rights, notably in the English Civil War (1642–1651) and the French Revolution (1789—1799). The development of capitalism inaugurated a period of world transformation and incessant change through the destruction of the previous class structure, the ruthless competition for markets, the introduction of new technologies, and the globalization of economic activity. As Marx and Engels put it in The Communist Manifesto:

The bourgeoisie, wherever it has got the upper hand, has put an end to all feudal, patriarchal, idyllic relations. It has pitilessly torn asunder the motley feudal ties that bound man to his “natural superiors”, and has left remaining no other nexus between man and man than naked self-interest, than callous “cash payment”. It has drowned the most heavenly ecstasies of religious fervour, of chivalrous enthusiasm, of philistine sentimentalism, in the icy water of egotistical calculation…. The bourgeoisie cannot exist without constantly revolutionising the instruments of production, and thereby the relations of production, and with them the whole relations of society…. Constant revolutionising of production, uninterrupted disturbance of all social conditions, everlasting uncertainty and agitation distinguish the bourgeois epoch from all earlier ones. All fixed, fast-frozen relations, with their train of ancient and venerable prejudices and opinions, are swept away, all new-formed ones become antiquated before they can ossify. All that is solid melts into air, all that is holy is profaned, and man is at last compelled to face with sober senses his real conditions of life, and his relations with his kind (1848).

However, the rise of the bourgeoisie and the development of capitalism also brought into existence the class of “free” wage labourers, or the proletariat. The proletariat were made up largely of guild workers and serfs who were freed or expelled from their indentured labour in feudal guild and agricultural production and migrated to the emerging cities where industrial production was centred. They were “free” labour in the sense that they were no longer bound to feudal lords or guildmasters. The new labour relationship was based on a contract. However, as Marx pointed out, this meant in effect that workers could sell their labour as a commodity to whomever they wanted, but if they did not sell their labour they would starve. The capitalist had no obligations to provide them with security, livelihood, or a place to live as the feudal lords had done for their serfs. The source of a new class antagonism developed based on the contradiction of fundamental interests between the bourgeois owners and the wage labourers: where the owners sought to reduce the wages of labourers as far as possible to reduce the costs of production and remain competitive, the workers sought to retain a living wage that could provide for a family and secure living conditions. The outcome, in Marx and Engel’s words, was that “society as a whole is more and more splitting up into two great hostile camps, into two great classes directly facing each other—Bourgeoisie and Proletariat” (1848).

In the mid-19th century, as industrialization was booming, the conditions of labour became more and more exploitative. The large manufacturers of steel were particularly ruthless, and their facilities became popularly dubbed “satanic mills” based on a poem by William Blake. Marx’s colleague and friend, Frederick Engels, wrote The Condition of the Working-Class in England in 1844, which described in detail the horrid conditions.

Such is the Old Town of Manchester, and on re-reading my description, I am forced to admit that instead of being exaggerated, it is far from black enough to convey a true impression of the filth, ruin, and uninhabitableness, the defiance of all considerations of cleanliness, ventilation, and health which characterise the construction of this single district, containing at least twenty to thirty thousand inhabitants. And such a district exists in the heart of the second city of England, the first manufacturing city of the world (1812).

Add to that the long hours, the use of child labour, and exposure to extreme conditions of heat, cold, and toxic chemicals, and it is no wonder that Marx referred to capital as “dead labour, that, vampire-like, only lives by sucking living labour, and lives the more, the more labour it sucks” (Marx 1867).

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Figure 4.8. Karl Marx and Friedrich Engels (Figure 4.9) analyzed differences in social power between “have” and “have-not” groups. (Photo courtesy of Wikimedia Commons)

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Figure 4.9. Friedrich Engels. (Photo courtesy of George Lester/Wikimedia Commons) 

For Marx, what we do defines who we are. What it is to be “human” is defined by the capacity we have as a species to creatively transform the world in which we live in to meet our needs for survival. Humanity at its core is Homo faber (“Man the Creator”). In historical terms, in spite of the persistent nature of one class dominating another, the element of humanity as creator existed. There was at least some connection between the worker and the product, augmented by the natural conditions of seasons and the rising and setting of the sun, such as we see in an agricultural society. But with the bourgeois revolution and the rise of industry and capitalism, workers now worked for wages alone. The essential elements of creativity and self-affirmation in the free disposition of their labour was replaced by compulsion. The relationship of workers to their efforts was no longer of a human nature, but based on purely animal needs. As Marx put it, the worker “only feels himself freely active in his animal functions of eating, drinking and procreating, at most also in his dwelling and dress, and feels himself an animal in his human functions” (1932).

Marx described the economic conditions of production under capitalism in terms of alienation. Alienation refers to the condition in which the individual is isolated and divorced from his or her society, work, or the sense of self and common humanity. Marx defined four specific types of alienation that arose with the development of wage labour under capitalism.

Alienation from the product of one’s labour. An industrial worker does not have the opportunity to relate to the product he or she is labouring on. The worker produces commodities, but at the end of the day the commodities not only belong to the capitalist, but serve to enrich the capitalist at the worker’s expense. In Marx’s language, the worker relates to the product of his or her labour “as an alien object that has power over him [or her]” (1932). Workers do not care if they are making watches or cars; they care only that their jobs exist. In the same way, workers may not even know or care what products they are contributing to. A worker on a Ford assembly line may spend all day installing windows on car doors without ever seeing the rest of the car. A cannery worker can spend a lifetime cleaning fish without ever knowing what product they are used for.

Alienation from the process of one’s labour. Workers do not control the conditions of their jobs because they do not own the means of production. If someone is hired to work in a fast food restaurant, that person is expected to make the food the way as taught. All ingredients must be combined in a particular order and in a particular quantity; there is no room for creativity or change. An employee at Burger King cannot decide to change the spices used on the fries in the same way that an employee on a Ford assembly line cannot decide to place a car’s headlights in a different position. Everything is decided by the owners who then dictate orders to the workers. The workers relate to their own labour as an activity that does not belong to them.

Alienation from others. Workers compete, rather than cooperate. Employees vie for time slots, bonuses, and job security. Different industries and different geographical regions compete for investment. Even when a worker clocks out at night and goes home, the competition does not end. As Marx commented in The Communist Manifesto, “No sooner is the exploitation of the labourer by the manufacturer, so far at an end, that he receives his wages in cash, than he is set upon by the other portion of the bourgeoisie, the landlord, the shopkeeper, the pawnbroker” (1848).

Alienation from one’s humanity. A final outcome of industrialization is a loss of connectivity between a worker and what makes him or her truly human. Humanity is defined for Marx by “conscious life-activity” but under conditions of wage labour this is taken not as an end in itself but only as a means of satisfying the most base animal-like needs. The “species being” (i.e., conscious activity) is only confirmed when individuals can create and produce freely, not simply when they work to reproduce their existence and satisfy immediate needs like animals.

Taken as a whole, then, alienation in modern society means that individuals have no control over their lives. There is nothing that ties workers to their occupations. Instead of being able to take pride in an identity such as being a watchmaker, automobile builder, or chef, a person is simply a cog in the machine. Even in feudal societies, people controlled the manner of their labour as to when and how it was carried out. But why, then, does the modern working class not rise up and rebel?

In response to this problem, Marx developed the concept of false consciousness. False consciousness is a condition in which the beliefs, ideals, or ideology of a person are not in the person’s own best interest. In fact, it is the ideology of the dominant class (here, the bourgeoisie capitalists) that is imposed upon the proletariat. Ideas such as the emphasis of competition over cooperation, of hard work being its own reward, of individuals as being the isolated masters of their own fortunes and ruins, etc. clearly benefit the owners of industry. Therefore, to the degree that workers live in a state of false consciousness, they are less likely to question their place in society and assume individual responsibility for existing conditions.

As “consciousness,” like other elements of the superstructure, are products of the underlying economic Marx proposed that the workers’ false consciousness would eventually be replaced with class consciousness, the awareness of their actual material and political interests as members of a unified class. In The Communist Manifesto, Marx and Engels wrote,

The weapons with which the bourgeoisie felled feudalism to the ground are now turned against the bourgeoisie itself. But not only has the bourgeoisie forged the weapons that bring death to itself; it has also called into existence the men who are to wield those weapons—the modern working class—the proletarians (1848).

As capitalism developed the industrial means by which the problems of economic scarcity could be resolved, while at the same time intensifying the conditions of exploitation due to competition for markets and profits, the conditions for a successful working class revolution would emerge. Instead of existing as an unconscious “class in itself,” the proletariat would become a “class for itself” and act collectively to produce social change (Marx and Engels 1848). Instead of just being an inert strata of society, the class could become an advocate for social improvements. Only once society entered this state of political consciousness would it be ready for a social revolution. Indeed, Marx predicted that this would be the ultimate outcome and collapse of capitalism.

Charlie Chaplin

Figure 4.10. Charlie Chaplin in Modern Times (1936). Has technology made this type of labour more or less alienating? (Photo courtesy of Insomnia Cured Here used under CC-BY-SA license)

Max Weber and Rationalization

Like the other social thinkers discussed here, Max Weber (1864–1920) was concerned with the important changes taking place in Western society with the advent of capitalism. Like Marx and Durkheim, he feared that capitalist industrialization would have negative effects on individuals.

Weber’s analysis of modern society centred on the concept of rationalization. Arguably, the primary focus of Weber’s entire sociological oeuvre was to determine how and why Western civilization and capitalism developed where and when they did. Why was the West the West? Key to his answer was that rationalization did not develop in the same way elsewhere as it did in Western society. Rationalization refers to the general tendency in modern society for all institutions and most areas of life to be transformed by the application of rationality. It overcomes forms of magical thinking and replaces them with calculation. A rational society is one built around rational forms of organization, technology, and efficiency rather than religion, morality, or tradition. Older styles of social organization, whether political, economic, military, or what have you, based on other principles, could not compete with the efficiency of rational styles of organization and were gradually replaced. Weber’s question was, what are the consequences of rationality for everyday life, for the social order, and for the spiritual fate of humanity?

To Weber, capitalism became possible through the processes of rationalization. He defined capitalism as a type of continuous, calculated economic action in which every element was examined with respect to the logic of investment and return. As opposed to previous types of economic action in which wealth was acquired by force, capitalism rested “on the expectation of profit by the utilization of opportunities for exchange, that is on (formally) peaceful chances for profit….Where capitalist acquisition is rationally pursued, the corresponding action is adjusted to calculations in terms of capital” (Weber 1904). Capitalism required the prior existence of rational procedures like double-entry bookkeeping, free market enterprise, free labour contracts, free market exchange, and calculable law so that it could operate as a form of rational enterprise.

Weber argued that although this leads to efficiency and rational, calculated decision making, it is in the end an irrational system. The emphasis on rationality and efficiency ultimately has negative effects when taken to the extreme. In modern societies, this is seen when rigid routines and strict adherence to performance-related goals lead to a mechanized work environment and a focus on efficiency for its own sake. To the degree that rational efficiency begins to undermine the substantial human values it was designed to serve (i.e., the ideals of the good life) rationalization becomes irrational.

An example of the extreme conditions of rationality can be found in Charlie Chaplin’s classic film Modern Times (1936). Chaplin’s character works on an assembly line twisting a bolts into place over and over again. When he has to stop to swat a fly on his nose all the tasks down the line from him are thrown into disarray. He performs his routine task to the point where he cannot stop his jerking motions even after the whistle blows for lunch. Indeed, today we even have a recognized medical condition that results from such tasks, known as “repetitive stress syndrome.”

For Weber, the culmination of industrialization and rationalization results in what he referred to as the iron cage, in which the individual is trapped by the systems of efficiency that were designed to enhance the well-being of humanity. It is a cage, or literally, from the original German, steel housing that we are encased in, because efficient rational forms of organization have become indispensable. Even if there was a social revolution of the type that Marx envisioned, the bureaucratic and rational organizational structures would remain. There appears to be no alternative. The modern economic order “is now bound to the technical and economic conditions of machine production which today determine the lives of all individuals who are born into this mechanism, not only those directly concerned with economic acquisition, with irresistible force” (Weber 1904).

This leads to a sense of “disenchantment of the world,” a phrase Weber used to describe the final condition of humanity (see Chapter 1). Indeed a dark prediction, but one that has, at least to some degree, been borne out. In a rationalized, modern society, we have supermarkets instead of family-owned stores. We have chain restaurants instead of local eateries. Superstores that offer a multitude of merchandise have replaced independent businesses that focused on one product line, such as hardware, groceries, automotive repair, or clothing. Shopping malls offer retail stores, restaurants, fitness centres, even condominiums. This change may be rational, but is it universally desirable?

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Figure 4.11. Cubicles are used to maximize individual workspace in an office. Such structures may be rational, but they are also isolating. (Photo courtesy of Tim Patterson/flickr)

Her-story: The History of Gender Inequality

Missing in the classical theoretical accounts of modernity is an explanation of how the developments of modern society, industrialization, and capitalism have affected women differently from men. Despite the differences in Durkheim’s, Marx’s, and Weber’s main themes of analysis, they are equally androcentric to the degree that they cannot account for why women’s experience of modern society is structured differently from men’s, or why the implications of modernity are different for women than they are for men. They tell his-story but neglect her-story.

For most of human history, men and women held more or less equal status in society. In hunter-gatherer societies gender inequality was minimal as these societies did not sustain institutionalized power differences. They were based on cooperation, sharing, and mutual support. There was often a gendered division of labour in that men are most frequently the hunters and women the gatherers and child care providers (although this division is not necessarily strict), but as women’s gathering accounted for up to 80 percent of the food, their economic power in the society was assured. Where headmen do lead tribal life, their leadership is informal, based on influence rather than institutional power (Endicott 1999). In prehistoric Europe from 7000 to 3500 BCE, archaeological evidence indicates that religious life was in fact focused on female deities and fertility, while family kinship was traced through matrilineal (female) descent (Lerner 1986).

Venus_of_Willendorf

Figure 4.12. The Venus of Willendorf discovered in Willendorf, Austria, is thought to be 25,000 years old. It is widely assumed to be a fertility goddess and indicative of the central role of women in Paleolithic society. (Photo courtesy of Matthias Kabel, Wikimedia Commons)

It was not until about 6,000 years ago that gender inequality emerged. With the transition to early agrarian and pastoral types of societies, food surpluses created the conditions for class divisions and power structures to develop. Property and resources passed from collective ownership to family ownership with a corresponding shift in the development of the monogamous, patriarchal (rule by the father) family structure. Women and children also became the property of the patriarch of the family. The invasions of old Europe by the Semites to the south and the Kurgans to the northeast led to the imposition of male-dominated hierarchical social structures and the worship of male warrior gods. As agricultural societies developed, so did the practice of slavery. Lerner (1986) argues that the first slaves were women and children.

The development of modern, industrial society has been a two-edged sword in terms of the status of women in society. Marx’s collaborator Friedrich Engels (1820–1895) argued in The Origin of the Family, Private Property, and the State (1884) that the historical development of the male-dominated monogamous family originated with the development of private property. The family became the means through which property was inherited through the male line. This also led to the separation of a private domestic sphere and a public social sphere. “Household management lost its public character. It no longer concerned society. It became a private service; the wife became the head servant, excluded from all participation in social production” (1884). Under the system of capitalist wage labour, women were doubly exploited. When they worked outside the home as wage labourers they were exploited in the workplace, often as cheaper labour than men. When they worked within the home, they were exploited as the unpaid source of labour needed to reproduce the capitalist workforce. The role of the proletarian housewife was tantamount to “open or concealed domestic slavery” as she had no independent source of income herself (Engels 1884). Early Canadian law, for example, was based on the idea that the wife’s labour belonged to the husband. This was the case even up to the divorce case of Irene Murdoch in 1973, who had worked the family farm in the Turner Valley, Alberta, side by side with her husband for 25 years. When she claimed 50 percent of the farm assets in the divorce, the judge ruled the farm belonged to her husband, and she was awarded only $200 a month for a lifetime of work (CBC 2001).

On the other hand, feminists note that gender inequality was more pronounced and permanent in the feudal and agrarian societies that proceeded capitalism. Women were more or less owned as property, kept ignorant and isolated within the domestic sphere. (These types of society still exist today, of course.) Engels also noted that there was an improvement in women’s condition when she was able to work outside the home. Writers like Mary Wollstonecraft (1759–1797) in her Vindication of the Rights of Women (1792) were able to see in the discourses of rights and freedoms of the bourgeois revolutions and the Enlightenment, a general “promise” of universal emancipation that could be extended to include the rights of women. The focus of the Vindication of the Rights of Women was on the right of women to have an education, which would put them on the same footing as men with regard to the knowledge and rationality required for “enlightened” political participation and skilled work outside the home. Whereas property rights, the role of wage labour, and the law of modern society continued to be a source for gender inequality, the principles of universal rights became a powerful resource for women to use to press their claims for equality.