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daurril library: talcott parsons

Toward a General Theory of Action - 3:40 PM 7/24/01

 

2  Values, Motives, and Systems of Action

 

TALCOTT PARSONS

EDWARD A. SHILS

With the assistance of

JAMES OLDS

 

Introduction

 

                This section is, in a sense, a continuation of the enterprise started in the General Statement of Part I.  That statement sets forth a conceptual scheme concerning the nature of action.  It holds that the elements of action can be organized into three different interdependent and interpenetrating, but not mutually reducible, kinds of systems.  These three kinds of systems - personalities, social systems, and cultural systems - are all important in social theory.

 

                The conceptual scheme set forth in the General Statement is the framework we share with our collaborators.  It underlies our work and it will be taken for granted here.  Our aim in the present section is to develop, from these starting points, a more technical and more highly differentiated conceptual scheme.

 

                The body of Part II falls into four chapters. 

 

The first chapter defines more completely than has been done heretofore certain elements of the orientation of action and certain elements of the structure of the situation.  These elements of orientation and structure are important in all three kinds of systems.  In the same chapter, a further analysis of the interrelations of these elements is carried out.  Specifically, the scheme of five "pattern variables" of value-orientation will be developed as a tool for analysis of such interrelations.  The pattern-variable scheme presents a systematization of one of the crucial points of articulation of the three kinds of systems.

 

                The second chapter is concerned with the way the action of the individual is organized into a personality system.  The chapter attempts to organize certain motivational variables with those of the theory of action so as to form the two into one coherent system.  Particularly, it points up relationships that

obtain between motivational and value-orientation variables.  And, it tries to show the relationship of the latter to the defensive and adjustive mechanisms by which the individual personality system copes with the exigencies of its situation.

 

                The third chapter is concerned with culture. It takes up the systematic analysis of value patterns themselves and their organization into systems.  It places them in the context of larger culture systems and analyzes their articulation with social systems and personalities.  Sources of imperfect integration

of certain value systems are also discussed; these are such as expose the systems to processes of change.

 

                The fourth chapter takes up the social system, analyzing its bases of organization and its functional problems.  It shows how value-orientation patterns enter into the institutionalization of roles and of the allocative and integrative structures of the social system and how the motivation of individual actors is channeled into role behavior.  There is also consideration of the problem of the bases of structural variability and change of social systems. 

 

The final chapter briefly summarizes the main analysis and suggests certain lines of promising work for further development.

 

48 Values, Motives, and Systems of Action

 

                The most important thread of continuity running through Part II is the "pattern variable" scheme.

It might be well to familiarize the reader with this scheme here at the outset so that he will be prepared for some of the complex material that will precede its technical introduction into the text of this work.

The following paragraph, therefore, will show the reader something of what is to come.

 

                The pattern-variable scheme defines a set of five dichotomies.   Any course of action by any actor involves (according to theory) a pattern of choices with respect to these five sets of alternatives.1

Ignoring technical terminology, we may define the five dichotomies as follows.

The first is that between accepting an opportunity for gratification without regard for its consequences, on the one hand, and evaluating it with regard to its consequences, on the other.

The second is that between considering an act solely with respect to its personal significance, on the one hand, and considering it with respect to its significance for a collectivity or a moral code, on the other.

The third is that between evaluating the object of an action in terms of its relations to a generalized frame of reference, on the one hand, and evaluating it in terms of its relations to the actor and his own specific relations to objects, on the other.

The fourth is that between seeing the social object with respect to which an action is oriented as a composite of performances (actions), on the one hand, and seeing it as a composite of ascribed qualities, on the other.

The fifth is that between conceding to the social object with respect to which action is oriented an undefined set of rights (to be delimited only by feasibility in the light of other demands), on the one hand, and conceding to that social object only a clearly specified set of rights on the other.

 

                The pattern-variable scheme to be presented below will attempt to formulate the way each and every social action, long- or short-term, proposed or concrete, prescribed or carried out, can be analyzed into five choices (conscious or unconscious, implicit or explicit) formulated by these five dichotomies.

 

                We should perhaps give a brief resume' of the problems which gave rise to this method of analysis. Certain elements of this scheme were developed some years ago in an attempt by one of the authors to systematize the analysis of social role-patterns.2  This attempt in turn grew out of dissatisfaction with then

current dichotomous classifications of types of social relationships, of which Toennies' Gemeinschajt and Gesellscha/t was the most prominent.  Though applied to the analysis of professional roles and elsewhere, the pattern-variable scheme remained incomplete and its grounding in general theory obscure.  This line of thought converged with ideas derived by the other author largely from critical consideration of Max Weber's four types of action and the difficulties in Weber's scheme.3

 

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                1 Actions may he long-term or short-term; they may he planned or concrete; they may be prescribed or carried out.  A long-term action may be comprised by a sequence of shorter-term actions. 

A planned action may or may not eventuate in a concrete action; similarly, a prescrihed course of action may or may not be carried out. Nevertheless, any specifiable course of action, short- or long-term, proposed or concrete, prescribed or carried out, is by theory analyzable into a pattern of choices with respect to these five dichotomies.

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Introduction 49

 

                The problems posed by these concepts have proved to open up one of the main paths to the higher level of systematic integration of theory presented here.  It appeared above all that these variables were not peculiar to social structure but were grounded in the general structure of action - they were hence involved in personalities as well as in social systems.  It further appeared that they were patterns of value-orientation and as such were part of culture.  This insight contributed greatly to the understanding of culture and of the

ways in which it became integrated in personalities and social systems.  The pattern variables have proved to form, indeed, a peculiarly strategic focus of the whole theory of action.

 

                Several questions may arise about whether the substance of this monograph constitutes a "system" in the theoretical sense.4  In one sense every carefully defined and logically integrated conceptual scheme constitutes a "system," and in this sense scientific theory of any kind consists of systems. 

Beyond this, however, there are three questions relevant to the "systematic" nature of a theoretical work. 

The first has to do with the generality and complexity of the scheme.

The second is concerned with the degree to which it may claim "closure"; here the problem is whether the implications of its assertions in some parts are systematically supported or contradicted by assertions in other parts. 

The third is concerned with the level of systematization; that is, with how far the theory is advanced toward the ultimate goals of science.

 

                Let us propose, in advance, some answers to these questions about the systematic nature of our work.  Since we carry deductive procedures further than is common in the social sciences (excluding, perhaps, economic theory), we may justly be called system-builders on the first count. In default of formal,

logical, or mathematical tests of completeness or closure, however, we are unable to judge how far the present scheme approaches such a standard; it seems almost certain that it is relatively incomplete in this sense.   We do feel that we have carried the implications of our assumptions somewhat further than others have carried theirs; yet we do not feel that the fruitful implications of our assumptions have been even nearly exhausted.  We believe that there is much more to be done.

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                                2 Cf. Talcott Parsons, Essays in Sociological Theory, esp. chap. viii.

 

                                3 E. A. Shils, "Some Remarks on the Theory of Social and Economic Organization,"

Economica, 1948.

 

                                4 Here the notion of a "theoretical system" should he kept separate from the notion

of an "empirical system."  The latter notion will he defined and discussed at the end of Chapter I.  In the present section we are concerned with whether or not our conceptual scheme constitutes a theoretical system.  Thus we are asking about the coherence and utility of our scheme.  The other question (about an empirical system) has to do with criteria for coherence and harmony to be applied to some specific body of subject matter.

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50 Values, Motives, and Systems of Action

 

                So far as the "level" of systematization is concerned, it seems useful to distinguish four different levels of systematization of conceptual schemes, in order of their “primitiveness" relative to the final goals of scientific endeavor: (1) ad hoc classificatory systems, (2) categorial systems, (3) theoretical systems, and (4) empirical-theoretical systems.

 

                The first type involves the use of more or less arbitrary classes for the sake of making summary statements about the subject matter.  No attempt is made to fit the classes to the subject matter in such a way that the relations among the classes will be patterned upon the relations among the items of the subject matter summarized by these classes.  The classes arc quite independent of one another and any relations which may be discovered must come from ad hoc researches. Such common-sense classifications as that of

"fish, flesh, or fowl" are illustrative of this type of classificatory system.

 

                The second, the categorial type, involves a system of classes which is formed to fit the subject matter, so that there are intrinsic relations among the classes, and these are in accord with the relations among the items of the subject matter. Thus, in these systems, the principles of classification,5  themselves, include statements of certain relationships among classes.  The elements are so defined as to constitute an interdependent system.  And the system has sufficient complexity and articulation to duplicate, in some sense, the interdependence of the empirical systems which are the subject matter. 

 

A categorial system, thus, is constituted by the definition of a set of interrelated elements, their interrelatedness being intrinsic to their definition.  Thus in classical mechanics such concepts as space, time, particle, mass, motion, location, velocity, acceleration and their logical interrelations constitute a categorial system. 

 

A categorial system in this sense is always logically prior to the laws which state further relations between its elements.  The laws state generalized relationships of interdependence between variables in the system. The laws presuppose the definitions of the variables, and they presuppose those relations which are logically implied by the definitions and by the kind of system in question.  Insofar as specific laws can be formulated and verified, a categorial system evolves into a theoretical system.  Thus a categorial system

whose laws relating elements have been formulated is a theoretical system.  But it is quite possible to have a categorial system or many parts of one before we have more than a rudimentary knowledge of laws.

 

                In the field of action, our knowledge of laws is both vague and fragmentary.  We know, for instance, that there is a positive relationship between reward and learning, but we cannot say in any specific situation how reward or its absence will interact with other variables; we do not know, that is, what effect will be produced by a concrete interaction of many variables even when reward is one of the ingredients of the situation.  We do know, of course, that certain variables are highly significant, and we know certain things about the direction of their influence and how they combine with other variables.  Knowing that a variable is significant, having a definite conception of it and its logical distinctions from other variables and other aspects of the empirical system is categorial knowledge; and that is where most of our theoretical

knowledge of action stands today.

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                                5 The principles of classification are the definitions of the elements of the system.

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Introduction 51

 

                We have already said that a theoretical system is a categorial system whose laws relating elements have been formulated.  The classical mechanics is the commonest example of what we mean here by a theoretical system.  By logical manipulation of this system it is possible to make detailed predictions

about the consequences of specific changes in the values of specific variables; this is because the general laws of the system are known.  It should be noted, however, that the classical mechanics does not tell us how empirical systems will actually behave; it tells us rather how they might behave if an ideal set

of scientific or "standard" conditions were to exist. Insofar as an empirical system can be subjected to such standard conditions in a laboratory, or insofar as it exists in some "pure" medium, so far is the theoretical system an adequate tool for the prediction of the changes which actually occur in the empirical system.

 

Thus, in certain empirical fields, such as the astronomy of the solar system, the theoretical system of classical mechanics is, to a close approximation, empirically adequate. But in other fields, such as ballistics, or practical mechanics, the classical system by itself gives only much rougher approximations. This is because of the intervention of such variables as air-resistance and friction.  The latter variables, insofar as they have no place in the system itself, bring about "error" in prediction, that is, error in the fit between the theoretical and the empirical systems.

 

                This gives us the basis for our definition of empirical-theoretical systems.  We speak of an empirical-theoretical system whenever a sufficient number of relevant variables can be brought together in a single (theoretical) system of interdependence adequate for a high level of precision in predicting changes

in empirical systems outside special experimental conditions.  This is the long-term goal of scientific endeavor.

 

                It has often been said that in our field we have a "structural-functional" theory. This refers to the fact that we have achieved in our field the stage where the categorial requirements are relatively well met; the knowledge of laws has not yet reached far enough to justify calling ours a theoretical system

in the sense of the classical mechanics.  The progress of knowledge will, however, move it steadily in that direction.

 

                The present monograph is a straightforward exposition of a conceptual scheme.  We deliberately decided to forego documentation by references to the relevant literature.  This would have been a heavy task, would have greatly increased the already considerable bulk of the monograph, and would have

substantially delayed publication.  We would like this monograph to be received as an essay in theory construction as such, not as a work of scholarship in the traditional sense.

 

52 Values, Motives, and Systems of Action

 

                It is always difficult to acknowledge adequately indebtedness for others' contributions to such a work. In the deepest sense our debt is to the work of the great founders of modern social science theory, among whom we may single out Durkheim, Freud, and Max Weber; but in addition to these many

other psychologists and anthropologists have influenced us greatly.  More directly, our collaborators in the present project have stimulated us profoundly through many discussions, formal and informal; by their criticisms; and, of course, by their writings.  Among them Professor Tolman and Mr. Sheldon, with whom we shared the privilege of release from normal academic obligations, stand out. Members of the Harvard Department of Social Relations also played a very important part.  The debts to our Harvard colleagues are relatively immediate because of the discussions in which we have jointly participated.  These acknowledgements should not obscure the great indebtedness we feel to many colleagues and writers outside Harvard.

 

                The final draft of this manuscript was turned over to Mr. James Olds for careful editing in the interest of clarity and readability.  Mr. Olds's services were on a level far above that normally expected of an editor.  He has contributed substantially to the content of the monograph at a number of  important points as well as to the improvement of the presentation.  We are most happy to acknowledge his contribution and to have him associated with us in the authorship of the monograph.

 

                Finally, because of their close relationship to this work, we should mention two publications. 

The Social System, by Talcott Parsons, will be published in 1951 by the Free Press of Glencoe, Illinois. 

This book could be regarded as a second volume to the present monograph; it takes essentially the subject

matter of Chapter IV and elaborates it into a full volume.  The general foundations in the theory of action on which it builds are those developed in the General Statement of Part I and the present monograph.

The Primary Group in the Social Structure by Edward A. Shils, will also be published by the Free Press. In a somewhat more special field, it analyzes the interrelations of personality systems, primary groups, and larger social systems, using much of the conceptual scheme presented here in Part II.

 

T. P.

E. A. S.

 

1 Categories of the Orientation and Organization of Action

 

ACTION AND ITS ORIENTATION

 

                The theory of action 1 is a conceptual scheme for the analysis of the behavior of living organisms.

It conceives of this behavior as oriented to the attainment of ends in situations, by means of the normatively regulated expenditure of energy.

There are four points to be noted in this conceptualization of behavior:

                (1) Behavior is oriented to the attainment of ends or goals or other anticipated states of affairs.

                (2) It takes place in situations.

                (3) It is normatively regulated.

                (4) It involves expenditure of energy or effort or "motivation" (which may be more or less organized independently of its involvement in action) -

 

Thus, for example, a man driving his automobile to a lake to go fishing might be the behavior to be analyzed. In this case,

                (1) to be fishing is the "end" toward which our man's behavior is oriented;

                (2) his situation is the road and the car and the place where he is;

                (3) his energy expenditures are normatively regulated - for example, this driving behavior is an intelligent 2 means of getting to the lake;

                (4) but he does spend energy to get there; he holds the wheel, presses the accelerator, pays attention, and adapts his action to changing road and traffic conditions.

 

When behavior can be and is so analyzed, it is called "action."  This means that any behavior of a living organism might be called action; but to be so called, it must be analyzed in terms of the anticipated states of affairs toward which it is directed, the situation in which it occurs, the normative regulation (e.g., the

intelligence) of the behavior, and the expenditure of energy or "motivation" involved.  Behavior which is reducible to these terms, then, is action.

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                1 The present exposition of the theory of action represents in one major respect a revision and extension of the position stated in Parsons, The Structure of Social Action (pp.43-51, 732-733), particularly in the light of psychoanalytic theory, of developments in behavior psychology, and of developments in the anthropological analysis of culture.  It has become possible to incorporate these elements effectively, largely because of the conception of a system of action in both the social and psychological spheres and their

integration with systems of cultural patterns has been considerably extended and refined in the intervening years.

 

                2 Norms of intelligence are one set among several possible sets of norms that function in the regulation of energy expenditure.

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54 Values, Motives, and Systems of Action

 

                Each action is the action of an actor, and it takes place in a situation consisting of objects.  The objects may be other actors or physical or cultural objects.  Each actor has a system of relations-to-objects; this is called his "system of orientations."  The objects may be goal objects, resources, means, conditions, obstacles, or symbols.  They may become cathected (wanted or not wanted), and they may have different significances attached to them (that is, they may mean different things to different people) - objects, by the

significances and cathexes attached to them, become organized into the actor's system of orientations.

 

                The actor's system of orientations is constituted by a great number of specific orientations.

Each of these "orientations of action" is a "conception" (explicit or implicit, conscious or unconscious) which the actor has of the situation in terms of what he wants (his ends), what he sees (how the situation looks to him), and how he intends to get from the objects he sees the things he wants (his explicit or implicit, normatively regulated "plan" of action).

 

                Next, let us speak briefly about the sources of energy or motivation.  These presumably lie ultimately in the energy potential of the physiological organisms.  However, the manner in which the energy is expended is a problem which requires the explicit analysis of the orientation of action, that is, analysis

of the normatively regulated relations of the actor to the situation.  For, it is the system of orientations which establishes the modes in which this energy becomes attached and distributed among specific goals and objects; it is the system of orientations which regulates its flow and which integrates its many channels of expression into a system.

 

                We have introduced the terms action and actor . We have said something about the goals of action, the situation of action, the orientation of action, and the motivation of action.

Let us now say something about the organization of action into systems.

 

                Actions are not empirically discrete but occur in constellations which we call systems.  We are concerned with three systems, three modes of organization of the elements of action; these elements are organized as social systems, as personalities, and as cultural systems.  Though all three modes are

conceptually abstracted from concrete social behavior, the empirial referents of the three abstractions are not on the same plane.  Social systems and personalities are conceived as modes of organization of motivated action (social systems are systems of motivated action organized about the relations of

actors to each other; personalities are systems of motivated action organized about the living organism). Cultural systems, on the other hand, are systems of symbolic patterns (these patterns are created or manifested by individual actors and are transmitted among social systems by diffusion and among personalities by learning).

 

Orientation and Organization of Action 55

 

                A social system is a system of action which has the following characteristics:

 

                (1) It involves a process of interaction between two or more actors; the interaction process as such is a focus of the observer's attention.

                (2) The situation toward which the actors are oriented includes other actors.  These other actors (alters) are objects of cathexis.  Alter's actions are taken cognitively into account as data. 

Alter's various orientations may be either goals to be pursued or means for the accomplishment of goals. Alter's orientations may thus be objects for evaluative judgment.

                (3) There is (in a social system) interdependent and, in part, concerted action in which the concert is a function of collective goal orientation or common values, a and of a consensus of normative and cognitive expectations.

 

                A personality system is a system of action which has the following characteristics:

 

                (1) It is the system comprising the interconnections of the actions of an individual actor.

                (2) The actor's actions are organized by a structure of need-dispositions.

                (3) Just as the actions of a plurality of actors cannot be randomly assorted but must have a determinate organization of compatibility or integration, so the actions of the single actor have a determinate

organization of compatibility or integration with one another.  Just as the goals or norms which an actor in a social system will pursue or accept will be affected and limited by those pursued or accepted by the other actors, so the goals or norms involved in a single action of one actor will be affected and limited by one another and by other goals and norms of the same actor.

 

                A cultural system is a system which has the following characteristics:

 

                (1) The system is constituted neither by the organization of interactions nor by the organization of the actions of a single actor (as such), but rather by the organization of the values, norms, and symbols which guide the choices made by actors and which limit the types of interaction which may occur among

actors.

                (2) Thus a cultural system is not an empirical system in the same sense as a personality or social system, because it represents a special kind of abstraction of elements from these systems.  These elements, however, may exist separately as physical symbols and be transmitted from one empirical

action system to another.

                (3) In a cultural system the patterns of regulatory norms (and the other cultural elements which guide choices of concrete actors) cannot be made up of random or unrelated elements. If, that is, a

system of culture is to be manifest in the organization of an empirical action system it must have a certain degree of consistency.

(4) Thus a cultural system is a pattern of culture whose different parts are interrelated to form value

systems, belief systems, and systems of expressive symbols.

 

                Social systems, personality systems, and cultural systems are critical subject matter for the theory of action.  In the first two cases, the systems themselves are conceived to be actors whose action is conceived as oriented to goals and the gratification of need-dispositions, as occurring in situations,

using energy, and as being normatively regulated.

Analysis of the third kind of system is essential to the theory of action because systems of value standards (criteria of selection) and other patterns of culture, when institutionalized in social systems and internalized in personality systems, guide the actor with respect to both the orientation to ends and the normative regulation of means and of expressive activities, whenever the need-dispositions of the actor allow choices in these matters.

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                2 A person is said to have "common values" with another when either

(1) be wants the group in which he and the other belong to achieve a certain group goal which the

other also wants, or

(2) be intrinsically values conformity with the requirements laid down by the other.

 

56 Values, Motives, and Systems of Action

 

COMPONENTS OF THE FRAME OF REFERENCE OF THE THEORY OF ACTION

 

                1. The frame of reference of the theory of action involves actors, a situation of action, and the orientation of the actor to that situation.

 

                                a. One or more actors is involved. An actor is an empirical system of action.  The actor is an individual or a collectivity which may be taken as a point of reference for the analysis of the modes of its orientation and of its processes of action in relation to objects.  Action itself is a process of change

of state in such empirical systems of action.

 

                                b. A situation of action is involved.  It is that part of the external world which means something to the actor whose behavior is being analyzed.  It is only part of the whole realm of objects that might be seen. Specifically, it is that part to which the actor is oriented and in which the actor acts.

The situation thus consists of objects of orientation.

 

                                c. The orientation of the actor to the situation is involved.  It is the set of cognitions, cathexes, plans, and relevant standards which relates the actor to the situation.

 

                2. The actor is both a system of action and a point of reference.  As a system of action the actor may be either an individual or a collectivity.  As a point of reference the actor may be either an actor-subject (sometimes called simply actor) or a social object. 

 

                a. The individual-collectivity distinction is made on the basis of whether the actor in question is a personality system or a social system (a society or subsystem). 

 

                b. The subject-object distinction is made on the basis of whether the actor in question occupies a central position (as a point of reference) within a frame of reference or a peripheral position (as an object of orientation for an actor taken as the point of reference. 

When an actor is taken as the central point of reference, he is an actor-subject.  (In an interaction situation, this actor is called ego.) 

When he is taken as an object of orientation for an actor-subject, he is a social object. (In an interaction situation, this actor is called alter.)  Thus, the actor-subject (the actor) is an orienting subject; the social object is the actor who is oriented to.  This distinction cross-cuts the individual-collectivity distinction.  Thus an individual or a collectivity may be either actor-subject or social object in a given analysis.

 

Orientation and Organization of Action 57

 

                3. The situation of action may be divided into a class of social objects (individuals and collectivities) and a class of nonsocial (physical and cultural) objects. 

 

                a. Social objects include actors as persons and as collectivities (i.e., systems of action composed of a plurality of individual actors in determinate relations to one another).  The actor-subject may be oriented to himself as an object as well as to other social objects.   A collectivity, when it is considered as a social object, is never constituted by all the action of the participating individual actors; it may, however, be constituted by anything from a specified segment of their actions - for example, their actions in a specific system of roles - to a very inclusive grouping of their actions – for example, all of their many roles in a society.   Social objects, whether individuals or collectivities, may be subjected to two further types of classification which cross-cut each other: they may be divided on the basis of whether they are

significant to the actor-subject as "quality" or "performance" complexes; and they may be divided on the basis of the "scope of their significance" to the actor-subject.

 

                                                i. The quality-performance distinction: In the first place, social objects may be significant to the actor-subject as complexes of qualities.  When the actor-subject sees another actor solely in terms of what that actor is and irrespective of what that actor does, then we say that actor-object is significant to the subject as a complex of qualities.  In other words, whenever the actor-subject considers another actor only in terms of that actor's attributes, and whenever the actor-subject is not, in the specific context, concerned with how the actor will perform, then the actor being oriented to is a complex of

qualities.  The qualities are those attributes of the other actor which are for the nonce(?) divorced from any immediate connection with the actor's performances.  The significant question about the object is what it is at the relevant time and in the relevant context, regardless of actual or expected activities.  For our purposes, qualities in this sense shall include memberships in collectivities and possessions, whenever the possession of an acknowledged claim to property is considered as one of the actor's attributes.

 

                                                In the second place, social objects may be significant to the actor-subject as complexes of performances.  When the actor-subject sees another actor solely in terms of what that actor does and irrespective of what that actor is, then we say that the actor-object is significant to ego as a complex of performances.  In other words, whenever the actor-subject considers another actor  Only in terms of that actor's capacity to accomplish things (what that actor has done in the past, what he is doing, what he may be expected to do) then the other actor is a complex of performances.

 

                                                ii. The scope of significance distinction: In the first place, social objects may have such a broad and undefined significance for the actor-subject that he feels obliged to grant them any demand they make of him, so long as the granting of the demand does not force him to fail in other obligations higher on a priority scale of values.  In this case we may say the object has for the

actor-subject a broad scope of significance . Its significance is diffuse.

 

                                                In the second place, social objects may have such a narrow and clearly

defined significance for the actor-subject that the actor-subject does not feel obliged to grant them anything that is not clearly called for in the definition of the relationship which obtains between them.  In this case we say the scope of significance of the object for the actor-subject is specific.

 

58 Values, Motives, and Systems of Action

 

                                b. Nonsocial objects are any objects which are not actors. Nonsocial objects may be classified on the basis of whether they are physical objects or cultural objects.

 

                                                i. Physical objects are those objects which are located in space and time;

which do not "interact" with the actor-subject, as other actors do; and which constitute only objects, not subjects, of cognitive, cathectic, and evaluative orientation.  Thus they can constitute instrumentally significant means, conditions, goal objects, obstacles or significant symbols.

 

                                                ii. Cultural objects are elements of the cultural tradition or heritage (for

example, laws, ideas, recipes) when these are taken as objects of orientation.  These too may be objects of cognitive, cathectic, and evaluative orientation in the sense that one may understand the meaning of a law, want a law, decide what to do about a law.  Also, these may serve as normative rules, as instrumentally significant means, and as conditions or obstacles of action, or as systems of significant symbols.

 

                                                These cultural objects are the laws, ideas, and so forth, as the actor-subject

sees these things existing outside of himself.  The same laws and ideas may eventually become internalized elements of culture for the actor-subject; as such they will not be cultural objects but components of the actor-subject's system of action.  Cultural objects as norms may be divided into classes (cognitive, appreciative, and moral) exactly parallel to the three classes into which the value standards of the motivational orientation of the actor will be divided in the next section of this outline.  Since these three classes will be defined at that point, we need not define them here.

 

                4. The orientation of the actor to the situation may be broken down into a set of analytic elements.  These elements are not separate within the orientation process; they might be conceived as different aspects or different ingredients of that process.  They may be divided into two analytically independent categories: a category of elements of motivational orientation (appearances, wants, plans), and a category of elements of value-orientation (cognitive standards, aesthetic standards, moral standards).

 

                                a. Motivational orientation refers to those aspects of the actor's orientation to his situation which are related to actual or potential gratification or deprivation of the actor's need-dispositions.

 

We will speak of three modes of motivational orientation.

 

Orientation and Organization of Action 59

 

                                                i. The cognitive mode involves the various processes by which an actor

sees an object in relation to his system of need-dispositions.  Thus it would include the "location" of an object in the actor's total object-world, the determination of its properties and actual and potential functions,

its differentiations from other objects, and its relations to certain general classes.4

 

                                                ii. The cathectic 5 mode involves the various processes by which an actor

invests an object with affective significance.  Thus it would include the positive or negative cathexes implanted upon objects by their gratificational or deprivational significance with respect to the actor's need-dispositions or drives.

 

                iii. The evaluative mode involves the various processes by which an actor

allocates his energy among the various actions with respect to various cathected objects in an attempt to optimize gratification.  Thus it would include the processes by which an actor organizes his cognitive and cathectic orientations into intelligent plans.  These processes make use of cognitive norms (bits of

knowledge) in order to distribute attention and action with respect to various objects and their possible modalities, with respect to various occasions for gratification, and with respect to the demands of different need-dispositions.  Evaluation is functionally necessary for the resolution of conflicts among

interests and among cognitive interpretations which are not resolved automatically; and which thus necessitate choice, or at least specific selective mechanisms.

 

                b. Value-orientation 6 refers to those aspects of the actor's orientation which commit him to the observance of certain norms, standards, criteria of selection, whenever he is in a contingent situation which allows (and requires) him to make a choice.  Whenever an actor is forced to choose among various

means objects, whenever he is forced to choose among various goal objects, whenever he is forced to choose which need-disposition he will gratify, or how much he will gratify a need-disposition whenever he is forced to make any choice whatever - his value-orientations may commit him to certain norms that will guide him in his choices.  The value-orientations which commit a man to the observance of certain rules in making selections from available alternatives are not random but tend to form a system of value-orientations

which commit the individual to some organized set of rules (so that the rules themselves do not contradict one another).  On a cultural level we view the organized set of rules or standards as such, abstracted, so to speak, from the actor who is committed to them by his own value-orientations and in whom they exist as need-dispositions to observe these rules.  Thus a culture includes a set of standards. An individual's value-orientation is his commitment to these standards. In either case our analysis of these standards of value-orientation commitment may be the same.

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                4 Tolman's concept "cognitive mapping" well describes this mode.  The extent to which this involves instrumental Orientation will be taken up below, pp. 75-76.

 

                5 It is through the catbexis of objects that energy or motivation, in the technical sense, enters the system of the orientation of action.  The propositions about drive in the General Statement are here taken br granted.  Their implications for action will be further elaborated in Chapter II.

 

                6 Standards of value-orientation are of course not the whole of a system of cultural orientation.

This has been made clear in the General Statement.  They are however strategically the most important parts of culture for the organization of systems of action.  Their relation to the other parts will be more fully analyzed in Chapter III, below.

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Orientation and Organization of Action 60

               

                We shall speak of three modes of value-orientation, which parallel the modes of motivationa] orientation.

 

                                                i. The cognitive mode of value-orientation involves the various commitments to standards by which the validity of cognitive judgments is established. These standards include those concerning the relevance of data and those concerning the importance of various problems.  They also include those categories often implicit in the structure of a language) by which observations and problems are, often unconsciously, assessed as valid.

 

                                                ii. The appreciative mode of value-orientation involves the various commitments to standards by which the appropriateness or consistency of the cathexis of an object or class of objects is assessed.  These standards sometimes lay down a pattern for a particular kind of gratification; for example,

standards of taste in music.  The criterion in formulating such appreciative standards is not what consequences the pursuit of these patterns will have upon a system of action (a person or a collectivity).  Rather, these standards purport to give us rules for judging whether or not a given object, sequence, or

pattern will have immediate gratificatory significance.

 

                iii. The moral mode of value-orientation involves the various commitments to

standards by which certain consequences of particular actions and types of action may be assessed with respect to their effects upon systems of  action. These standards define the actor's responsibility for these consequences.  Specifically, they guide the actor's choices with a view to how the consequences of these choices will affect (a) the integration of his own personality system and (b) the integration of the social systems in which he is a participant.

 

                Fig. 1 is an attempt to summarize this outline.  It shows that the frame of reference of the theory of action includes subjects and objects.  Only actors are subjects; objects include actors and nonsocial objects. The box in the center shows how social systems and personalities interpenetrate one another whether they are subjects or objects: a role is the segment of a personality's actions (or orientations) which goes into the constitution of any particular group (the concept will be discussed in detail later).   At the bottom of the diagram is a section that indicates how cultural systems are abstracted from the action frame of reference. (All figures referred to in Part II are grouped, in sequence, following page 245.)

 

O & O of Action 61

 

COMMENTARY ON THE FRAME OF REFERENCE

 

                The frame of reference of the theory of action is a set of categories for the analysis of the relations of one or more actors to and in a situation.  It is not directly concerned with the internal constitution or physiological processes of the organisms which are in one respect the units of the concrete system of

action; its essential concern is with the structure and processes involved in the actor's relations to his situation, which includes other actors (alters) as persons and as members of collectivities.  There is an inherent relativity in this frame of reference.  The determination of which is actor and which is object in a situation will depend on the point of reference required by the problems under consideration. In the course of an analysis this point of reference may shift from one actor to another and it is always important to make such a shift explicit.  It is also fundamental that a collectivity may be chosen as a point of reference, in which case the relevant segments of the action of its members do not belong to the situation, but to the collectivity as actor.7  By the same token the actor himself, as either an organism or personality or as both, may be treated as an object of his own orientation.  It is very important to understand that the distinction between actor and situation is not that between concrete entities distinguished in common-sense terms. 

It is an analytical distinction, the concrete referents of which will shift according to the analytical uses to which it is put.

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                7 The collectivity as an action system, whether it be subject or object in a given analysis, is not the simple sum of the actions of the individual actors involved.  It is rather composed of the segments of their action; specifically, those segments of their action which are oriented to and in this collectivity.  To the individual actors the collectivity is an object of orientation, that is, a social object (thus an alter)  and the actions of the collectivity may themselves be more specific objects of orientation for the individual actor. 

But when the collectivity is taken as the actor-subject, the actions of these individuals (the members of the collectivity) insofar as they are oriented to the collectivity, are the actions of the collectivity.  Thus, when the collectivity is the actor, then the collectivity-oriented actions of its members are not objects of orientation for the collectivity; they are the actions of the collectivity.  A collectivity may be viewed as an actor in either of the following senses:

 

                (1) as a social system in relation to a situation outside itself. In the most important case, the collective actor is a subsystem of the larger social system interacting as a unit with other subsystems and/or individual actors (which are taken as objects of its situation).  Viewed internally the collective actor must be

interpreted as a concert of actions and reactions of individual actors, and the conceptual scheme for its analysis will thus be that used for the analysis of social systems.  The conceptual scheme used in the analysis of personality systems is hence inappropriate for the description of a collective actor, especially in the imputation of motivation.  The mechanisms which explain the action of the collective actor are those of the social system, not of the personality.

 

                (2) A collectivity may be viewed as an actor when it is the point of reference for the orientation of an individual actor in a representative role. In this usage, a member of a collectivity acts on behalf of his collectivity, his role as representative being accepted by fellow members and by those who are the situational context of the collective actor.  (Collectivities as systems of action may of course be treated as objects by the actors in a situation.)

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62 Values, Motives, and Systems of Action

 

                The frame of reference of the theory of action differs in two ways from the biological frame of reference which has, explicitly and implicitly, influenced much current thought about behavior.  In the first place, the theory of action is not concerned with the internal physiological processes of the organism.  It is concerned instead with the organization of the actor's processes of interaction with objects in a situation; in this sense it is relational.  The course of a stream may be said in the same sense to be a relational matter; it is no property of water to flow in one direction rather than another, nor is it the contour of the land alone which determines the direction of the flow.  The stream's course is determined by a relationship between the properties of the water and the contour of the land; however, the map-maker can chart the flow of a stream by means of relational concepts without recourse to any but a few of the intrinsic properties of land or water. The map-maker is not interested in the principles of moisture-absorption, condensation, and gravitation, which, in a sense, account for the direction of the stream's flow; he is satisfied merely to plot the structure of the channel which actually guides the water's flow. The structure of the river system, thus, is not the

structure of the water, but it is a structure - in this case, of the water's relationships to the earth's undulations.  Similarly, the structure of action is not the structure of the organism.  It is the structure of the organism's relationships to the objects in the organism's situation.

 

                One of the apparent paradoxes of the theory of action stems from this lack of concern for internal structure.  The paradox is that with all its emphasis on structure, the theory of action describes an actor who sometimes does not seem to have any internal structure at all.  This paradox arises only on one level of conceptualization; 8 that level in which the actor is treated as the unit of interaction within a larger system of action.  On the level dealing with the dynamic analysis of social interaction, however, the actor does indeed have very much of a structure.  When we go beyond the description of an orientation and seek to explain what has occurred, the actor is not only a point of reference, but also definitely a system of action which we call personality.  Even at this level, however, the internal, physiological process of the organism, although highly relevant to the concrete phenomena of action, is only relevant insofar as it affects the system of orientations.  The physiological process will enter the picture as the source of the viscerogenic drive or energy of action and in various ways as part of the object system, as a system of qualities and of capacities for performance.  We emphasize, however, that only the empirical consequences of this aspect of the organism, formulated in terms of their relevance to the system of action, interest us here.

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                8  When the individual actor is seen as the interacting unit within a larger scale structure (for example, within a social system, or within the total action frame of reference which comprehends both actors and objects) the actor does not seem to have a structure.  This is similar to the notion that any molecule of water in the stream is simply an unstructured unit of flow to the man charting the river.  But this is true only

on one level of conceptualization: both the molecule and the actor may be analyzed as systems in themselves if one seeks explanation on a deeper level.  When we treat the actor as a unit in the system of interaction with the object world, our abstraction ignores the internal structure and processes of that unit and considers only its relations with the situation.  Nevertheless, any particular act of this unit may in fact be a very complex resultant of internal personality factors.  When these internal complications are an object

of study the personality is not treated merely as an actor but as a system of action.  It will be recalled that there is just as much interaction between elements within the personality as a system as there is between persons in the social system.

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Orientation and Organization of Action 63

 

                In the second place, the frame of reference of the theory of action differs from common biologically oriented approaches in the categories used to analyze the interaction of organism and environment.  The most obvious difference is the explicit concern of our theory with selection among alternative possibilities and hence with the evaluative process and ultimately with value standards.  Thus, our primary concern in analyzing systems of action with respect to their aims is this: to what consequences has this actor been committed by his selections or choices? 9 This contrasts with the primary concern of biological theorists, who, in a motivational analysis, would ask a parallel but quite different question: what does this person have to do in order to survive?  In the system of action the question is what does this actor strive for, not what does he have to strive for in order to survive as an organism.  Further, we ask: on what bases does the actor make his selections?  Implicit is the notion that survival is not the sole ground of these selections; on the

contrary, we hold that internalized cultural values are the main grounds of such selective orientations.

 

                The role of choice may be implicit in much biological analysis of behavior, hut in the frame of reference of the theory of action it becomes explicit and central.10

 

                The empirical significance of selective or value standards as determinants of concrete action may be considered problematical and should not be prejudged.  But the theory of action analyzes action in such a way as to leave the door open for attributing a major significance to these standards (and their patterning). The older type of biological frame of reference did not leave this door open and thus prejudged the question.

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                9 The terms selection and choice are used more or less interchangeably in this context.  Where alternatives exist which cannot all he realized, a selection must result.  The mechanisms by which this occurs are not at issue at this stage of the analysis.  The present problem is, then, analysis of the structure of the system of alternatives, not the determinants of selection between them.

 

                10 The notion of selection or choice in the present discussion is closely connected with the notion of expectations and normative orientations in the General Statement of Part I.  These concepts all underline and define the voluntaristic or purposive aspects of systems of action as conceived by the present analytical scheme.  Without this purposive aspect, most of the elements of the orientation of action under consideration here – and above all the patterns of value-orientation - would become analytically superfluous epiphenomena.

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64 Values, Motives, and Systems of Action

 

                The theory of action formulates the components of the action frame of reference in terms of their direct relevance to choice orientation.11  The situation is treated as a constellation of objects among which selections must be made.12 Action itself is the resolution of an unending series of problems of selection which confront actors.

 

                It is against the background of these observations that the subjective viewpoint of our frame of reference should be considered.  We do not postulate a substantive entity, a mind which is somehow dissociated from the organism and the object world.  The organization of observational data in terms of the

theory of action is quite possible and fruitful in modified behavioristic terms, and such formulation avoids many of the difficult questions of introspection or empathy.13   In Tolman's psychology, it is postulated that the rat is oriented to the goal of hunger gratification and that he cognizes the situation in which he pursues that goal.  Tolman's concepts of orientation and cognition are ways of generalizing the facts of observation about the rat's behavior.  The concept of expectation is also essential to this mode of organizing data.  By broadening this notion to include the "complementarity of expectations" involved in the action of an ego and the reaction of an alter, we have all the essential components of the analysis of action defined in Tolman's manner without raising further difficulties.  What the actor thinks or feels can be treated as a system of

intervening variables. The actor and his cognitive, cathectic, and evaluative processes are neither more nor less real than the "particle" of classical mechanics and its composition.

 

CLASSIFICATION OF OBJECTS

 

                The foregoing discussion constitutes a commentary on items one and two of our outline.  We have tried to give the reader a general familiarity with the significant features of the action frame of reference, and in the course of the discussion we have sought to clarify the relation of the actor-subject to the frame of reference.  We shall proceed now to a discussion of the objects of the situation, item three of our outline. Specifically, we shall discuss the classification of objects in terms of the object modalities.  A modality is a

property of an object; it is one of the aspects of an object in terms of which the object may be significant to an actor. Some (if not most) objects have several modalities in terms of which they may have meaning to an actor.  A given actor may "choose" to see the object only in terms of one, or a specific set, of these modalities. The relevant action of the actor will be a function of the modalities he chooses.

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                11 The terms choice orientation, selective orientation, and so forth, refer to the actor's acts of choosing.  That is, they refer to the subjective processes involved while the actor is making a choice.

 

                12 Actually choices are not made so much with respect to the objects themselves as among possible relations to these objects.

 

                13 This procedure does not necessarily commit one to any specific position on the more ultimate epistemological problem of the nature of our knowledge of other minds.

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Orientation and Organization of Action 65

 

                The most fundamental distinction bearing on the object system is that between the social and the nonsocial modalities of objects.  By social in this context, we mean interactive.  A social object is an actor or system of action, whose reactions and attitudes are significant to the actor who is the point of

reference.  The social object, the alter, is seen by ego to have expectations which are complementary to ego's own.  The distinction between those objects which do and those objects which do not have expectations complementary to ego's is fundamental to the theory of action.  It should, however, be

clear that the same concrete object may be social or nonsocial in different contexts.  Thus, on the one hand, a human being may be treated only as a physical object and no account taken of his possible reactions to ego's action, and, on the other, an animal may be a social object.

 

                Within the category of social objects a further discrimination has been made between complexes of qualities and complexes of performances.  In one sense, of course, all action is performance and all social objects are "performers"; yet it is possible to orient objects either

(1) in terms of characteristics they possess regardless of their performances, or

(2) in terms of characteristics they possess by virtue of their performances.

 

                A social object is a complex of qualities when the actor, in the orientation of action to the objects, overlooks actual or possible performances and focuses on "attributes" 14 as such. These attributes may in the further developments of interaction be related to performances in many ways, but in the immediate situation, it is the attribute which is the basis of discrimination.  Thus, to take a very obvious example, for the normal heterosexual person, the sex of an object rather than its "capacity for giving erotic gratification" may be the first criterion of object-choice. Only within the category of those possessing the quality of belonging to the opposite sex from ego do performance criteria become relevant.15

 

                A social object is a complex of performances when the actor, in the orietitation of action to the object, focuses on its processes of action and their outcomes rather than its qualities or attributes. 

The significant focus is not a given state.  It may be remarked that orientation to performance has become

so central in Western society that there has been a tendency to assimilate all social objects to this modality. A comparative perspective will dissolve this illusion.

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                14 Confusion is very easy here because logically anything predicated of an object may be considered an attribute. Here we have a special definition of the term in mind.  An attribute of a social object is some quality or descriptive term which would characterize the object irrespective of any action that object might perform.

 

                15 Of course the two aspects are so fully integrated in the actual system of our cultural orientations that it never occurs to most of us to make such a distinction, and in daily life, there is no reason why it should be done.  (jjd: how quaint!)

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66 Values, Motives, and Systems of Action

 

                Certainly the most obvious reason for emphasis on the distinction is the very great importance in the organization of social relations of ascriptive qualifications for status. But the distinction will be seen to permeate systems of action very generally.  It should be emphasized here that this distinction, like the distinction between social and nonsocial objects, refers to aspects of objects, not to discrete concrete entities.  The same object may, in different contexts of the same system of action, be significant for its qualities or for its performances.16

 

                In addition to the quality-performance distinction, a scope-of-significance distinction can also be applied to social objects.  An object's scope of significance is not really a modality of the object; it is rather a special relationship which obtains between the actor and the object.  Thus a social object, whatever the content of an actor's concern for it, may be significant to him in terms of one, several, or numerous of its aspects.  The range or scope over which the object is significant to the actor cannot be deduced from, and

is thus analytically independent of, the modalities of the object.  It is likewise analytically independent of motivational orientations and value-orientations, and it might thus be regarded as an additional category of orientation.

 

                The category of nonsocial objects comprises both physical and cultural objects.  They have in common the fact that they do not, in the technical sense, interact with actors.  They do not and cannot constitute alters to an ego; they do not have attitudes or expectations concerning ego.  Both may, however, be immediately cathected as objects; they may constitute conditions or means of instrumental action, and as symbols they may become endowed with meaning.

 

                Although physical and cultural objects have these features in common, there is a crucial set of differences which centers on the fact that cultural objects can be internalized and thereby transmitted from one actor to another, while only possession of claims to physical objects can be transmitted.  This difference rests on the fact that the cultural object is a pattern which is reproducible in the action of another person while it leaves the original actor unaffected.  Only in a figurative sense does an actor have patterns of value-orientation.  In a strict sense he is, among other things, a system of such patterns. Of course, another actor, an alter, cannot be internalized either.  Only his cultural patterns - for instance, his values - can be "taken over" by orientation or identificahon.17

 

                The distinction between cultural patterns as objects, on the one hand, and as components of the actor's system of orientation, on the other, must he held separate from the classification of types of culture patterns themselves - that is, from the classification in terms of belief systems, systems of expressive symbols, and systems of value-orientations. The first distinction is not a differentiation among the parts of a cultural system; it distinguishes modes of the relationship of cultural patterns to action, regardless of the

type of the pattern. In principle every kind of cultural object is capable of internalization. It is this "transferability" from the status of object to the internalized status and vice versa which is the most distinctive property of culture and which is the fundamental reason why culture cannot be identified

with the concrete systems of action.

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                16 The term performance has been chosen to avoid confusion with the general meaning

of the term action. Orientation to an object in terms of its qualities is action.

 

                17 See Chapter II, pp.116, 130.

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Orientation and Organization of Action 67

 

                The Freudian hypothesis concerning the formation of the superego has made the internalization of patterns of value-orientation widely known.  It is also strategically the most important case fdr us. But the internalization of instrumental and expressive patterns such as skills and tastes is also of the highest importance in the analysis of action.

 

                Before leaving the problem of objects, we should speak briefly about the problem of the "phenomenological" approach to the object world which we use.  We are interested in the object world not as an abstract scientific entity but as something which significantly affects the action of an actor.  Thus we

are only interested in those aspects of that world which do affect, which are relevant to, ego's action.  But, to become relevant to ego's action, all classes of objects must be known or cognized in some way or other.  Thus our tendency is to pattern our abstraction of the object world after ego's cognition of that world. 

There is always a distinction between the actually and the potentially known. 

Only the hypothetical mind of God is omniscient. 

An observer may, however, know many things about another actor's situation and his personality which the other actor himself does not know.  The observer might thus well know much more than ego about those properties of the objects in ego's situation which affect ego's behavior indirectly.

 

                We should therefore recognize the implicit if not always explicit distinction between the situation as known to or knowable by an observer and as known to the actor in question.  Of course, ego's knowledge may be increased by processes of investigation; and through the search for knowledge, as well

as by other processes arising from the properties of the object situation, new objects not previously part of the situation of action may enter.  The most usual condition is for relatively few of the knowable properties of the object situation to be known to the actor.  He will seldom know the systemic interconnections of the objects of his situation which the scientific observer might know and would have to know in order to account for their behavior.

 

                Let us turn now from item three of our outline, the situation, to item four, the orientation of the actor to that situation, and discuss the categories for analysis of the actor's system of relations to the object world.

 

68 Values, Motives, and Systems of Action

 

ORIENTATION TO THE SITUATION

 

                What can we say about the actor's orientation to a situation?  At the outset we must mention two general features which characterize and perhaps define all such orientations, but which are of such a general nature that they are not treated as separate modes of orientation. These are (1) the choice

aspect and (2) the expectancy aspect of the orientation. The first implies that every orientation is explicitly or implicitly an orientation to alternatives; the orientation involves a scanning of several possible courses of action and a choice from them. The second implies that every orientation is an "expectancy" in the sense that it is an orientation to the future state of the situation as well as to the present.  We mention these two points at the outset as they pervade the following discussion of the modes or orientation.

 

                Besides the aspects mentioned above, the salient features of an actor's orientation are these:

                (1) There is orientation to discriminated and related objects; various things are seen or expected, and they are seen or expected in relational contexts.

                (2) There is orientation to goals; various things are wanted.

                (3) There is orientation to the gratification-deprivation significance of the various courses of action suggested by the situation, and there is comparison of the gratification.deprivation balance presented by each of the alternative courses.

                (4) There is orientation to standards of acceptability which

                (a) narrow the range of cognitions, sorting "veridical" from "nonveridical'  object-orientation;                 (b) narrow the range of objects wanted, sorting "appropriate" from "inappropriate" goal objects; and                 (c) narrow the number of alternatives, sorting "moral" from "immoral" courses of action.

 

                Points one, two, and three make up the three modes of the motivation~orientation in our classificatory scheme.  Point four is the value-orientation.  We will discuss first the three modes of motivational orientation and then the three modes of value-orientahon.

 

                The first two modes of motivational orientation, the cognitive and cathectic modes, are the minimal components of any act of orientation.  Similarly they are the minimal components of any act of selection or choice (this is redundant in the sense that any orientation involves an explicit or implicit choice, but it serves to emphasize another aspect of the problem).  One cannot "orient" without discriminating objects, one cannot discriminate an object without its arousing some interest either by virtue of its intrinsic gratificatory significance, or by virtue of its relationships to other objects.  Similarly, one cannot make a choice without "cognizing" the alternatives; and also one cannot select except on the basis of the cathectic interest aroused by the alternatives. The discrimination of objects is the cognitive mode of motivational

orientation. The having of interest in an object is the cathectic mode of motivational orientation.  The "expectancy" aspect of the orientation enters into both modes; both modes, that is, have a future reference: the cognitive discrimination of an object includes a cognitive prediction regarding a future state of the situation; the cathectic interest in an object includes a readiness to receive gratification and avoid deprivation.

 

Orientation and Organization of Action 69

 

                Let us dwell for a moment on the notion, implicit in the paragraph above, that cognition and cathexis are simultaneously given and only analytically separable.  In the first place, there can be no orientation to the cathectic or gratificatory significance of objects without discrimination, without

location of the relevant object or objects in relation to others, without discrimination between objects which produce gratification and those which are noxious.  Thus the cognitive mapping of the situation, or relevant parts of it, is one essential aspect of any actor's orientation to it.  Nor can there be cognition without an associated cathexis.   Each object of cognition is cathected in some degree either by virtue of its intrinsic gratificatory significance or by virtue of its relationships to other objects of intrinsic gratificatory significance. 

The limiting case is the object of "pure knowledge," and even this is cathected in the limited sense implied by the existence of a cognitive interest in it.  Furthermore, the standards of cognitive judgment must certainly be objects of cathexis and the act of cognition might also be cathected.

 

                Of these two modes of orientation, the cathectic mode is most specifically relational in the sense that we have already said the orientation itself is relational. That is, a cathexis relates an actor and an object.  Specifically it refers on the one side to a motivation - that is, a drive, need, wish, impulse,

or need-disposition - and on the other side to an object. It is only when the motivation is attached to a determinate object or objects through the cathectic mode of motivational orientation that an organized system of behavior 18 exists.

 

                We have just said that a cathexis relates a motive to an object, and in the section of the General Statement on behavior psychology, quite a bit is said about the motivation that makes up one side of this picture.  Hitherto, however, we have said nothing about the kinds of objects that become cathected

- that is, the kinds of objects which gratify need-dispositions - and it is not possible to do more than indicate them briefly here.  Except for the objects which gratify specific organically engendered need-dispositions, the most pervasive cathected object is a positive affective response or attitude on the part of alter and the corresponding positive affective attitude on the part of ego toward alter or toward himself as object (e.g., love, approval, esteem).  The sensitivity to which we nlluded in the General Statement is primarily a

sensitivity to these positive affective attitudes.  This sensitivity enters as an ingredient into many need-dispositions with complex institutional objects, such as the need-dispositions for achievement, charity, and so forth.  The sensitivity is learned through a series of processes in which generalization, substitution, and identification play preeminent parts.

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                18 The degree to which this organized system of behavior is an active pursuit of gratification or merely a state of passive receptive gratification may of course vary.  In either case we have action in the sense that the active pursuit or passive reception is selected from alternatives by the actor.  Both activity and passivity share elements of "expectancy."  Activity involves the expectation of gratification in consequence of performance.  Both are directed toward future developments in the situation in both cognitive and cathectic modes.

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70 Values, Motives, and Systems of Action

 

                When an object is sufficiently gratifying to the need-dispositions or set of need-dispositions which are directed toward it over time, we may speak of an object-attachment.  The actor will recurrently seek out the object when the need-disposition is reactivated or he will seek to maintain (or possess) at all times a given relation to it. This possession of objects, or maintenance of relationships to them, serves to stabilize the availability of objects and thus to stabilize the orientation system of the individual actor (that is, he knows where to find things; his little world is not a chaos).  Finally, it should be remembered that through the mechanisms of generalization, categories of objects may be themselves objects of attachment.

 

                The third of the three basic modes of motivational orientation is evaluation.  The evaluative mode is essentially the organizational or integrative aspect of a given actor's system of action and hence it is directly relevant to the act of choice.  It operates wherever a selection problem is presented to the actor, where he wants or could want two or more gratifications, both of which cannot be attained - where, in other words, there is actually or potentially a situation in which one "wants to eat one's cake and have it too." 19 That this situation exists on the level of animal behavior is amply attested by Tolman's work. It becomes particularly significant on the human level with the involvement of culture and cultural standards in the act of

choice.

 

                Several things are to be said about this evaluative mode.  The first is that it cannot be understood properly except as an aspect of the cognitive-cathectic orientation process; the evaluative mode tends to be inextricably related to the cognitive mode whenever cognition is at all complex.  The second is that it is our organizational concept which parallels the system of instincts in biological analysis of behavior.  The third is that it is to be sharply distinguished from the value standards of the value-orientation.  The fourth is, on

the other hand, that it designates the point in the system of motivation at which these value or cultural standards of the value-orientation become effective in guiding behavior.

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                19 The emphasis on choice, choice alternatives, patterns of choice, etc., which is central to this scheme of analyses, should not be interpreted to mean that the actor always deliberately and consciously contemplates alternatives and then chooses among them in the light of a value standard.  The decision regarding which of the realistic alternatives he should choose is often made for him through his acceptance of a certain value-orientation. (In a figurative sense, it might be said that the value-orientations which are part of the cultural value system by being institutionalized come to make the choice rather than the

actor.) From one point of view, the function of the institutionalization of value standards is to narrow the range of effective choice to manageable proportions.

 

Orientation and Organization of Action 71

 

                Let us return to our first point, the relation between the evaluative and cognitive modes.

The evaluative process in some sense transforms the function of the cognitive mode of motivational orientation.  Abstracted from the evaluative mode, cognition is simply in the service of specific motivations

or need-dispositions, being instrumental to their gratification. In conjunction with the evaluative process, cognition begins to serve not only the specific motives one at a time, but the functional harmony of the whole.  The actor learns to take account of the consequences of immediate gratification; in the

absence of evaluation, he only takes account of how to arrive at that gratification.  Thus, whenever cognition is involved in the solution of any sort of conflict problem, it is inextricably related to the evaluative mode.

 

                Second, let us point out what we mean by saying that evaluation is our organizing principle.  In any complex system, some mediating mechanism is required to accomplish the discipline of the parts with a view to the organization of the whole.  Biologically oriented theorists have been wont to postulate "instincts" or "systems of instincts" as the mechanisms which mediate this discipline.  Instincts were innate organizers, or innate systems of discipline.  In our theory, instincts thus defined account for little of the over-all

organization.  That is, we believe that such innate organization as may exist leaves a wide area of freedom; there is a certain plasticity in the relation of the organism to the situation.  Having given up instinct as the over-all organizing principle, we require some compensative element of organization.  For us, that element is the evaluative mode of motivational orientation.  It regulates selection among alternatives when several courses of action are open to the actor (owing to the plasticity of his relationship to the situation).

 

                Third, let us distinguish clearly between the evaluative mode of motivational orientation and the value standards of value-orientation. The evaluative mode involves the cognitive act of balancing out the gratification-deprivation significances of various alternative courses of action with a view to maximizing gratification in the long run.  The value standards are various recipes or rules (usually passed from person to person and from generation to generation) which may be observed by the actor in the course of this balancing-out procedure.  They are rules which may help the actor to make his choice either by narrowing the range of acceptable alternatives, or by helping the actor foresee the long-run consequences of the various alternatives.

 

                Fourth, we say that the evaluative mode designates the point in the system of motivation at which these value or cultural standards of the value-orientation become effective.  The way is cleared for the orientation of value standards to have a decisive effect upon behavior whenever there is a significant

degree of behavioral plasticity of the organism, that is, whenever the motivational orientation allows two or more alternative courses of behavior.  But it is precisely at this point that the evaluative mode becomes relevant.  The evaluative mode itself concerns the weighing of alternatives and the act of choosing. When this evaluation is made with an eye to any standards for guiding choice, then the evaluative mode has brought in some aspect of the value-orientation.  It should be remembered that the act of choosing is

essentially the aspect of orientation implied by the term evaluative mode; the standards on which choices are based are the aspects of the orientation implied by the term value~orientations.

 

72 Values, Motives, and Systems of Action

 

                At this point, we shall proceed to a discussion of the value-orientation as such, and its various modes.20  We have already said that the way is cleared for value standards to be effective whenever the plasticity of the organism leaves a realm of freedom in the relation between the situation and the organism

and we said that value standards are involved in the evaluative mode of the motivational orientation as rules and recipes for guiding selections.  We have said too that the value standards themselves constitute what we call the value-orientation and we have mentioned in passing that these standards guide selection

                (a) by narrowing the range of alternatives open and

                (b) by amplifying the consequences of the various alternatives.

                In much the same vein, we have said these are standards of acceptability and that they

                                (i)   narrow the range of cognitions,

                                (ii)  narrow the range of objects wanted, and

                                (iii) narrow the number of alternatives.

 

                We have also pointed out that cultural values are effective in two main ways.  On the one hand, through interaction, they become built into the structure of personality through the learning process; on the other hand, they are objects in the situation which become particularly significant through their involvement in the sanction system which is associated with roles in the social structure.  It is only through these channels that value standards enter the motivational process and play a part in the determination of action.21  By the same token a cathexis must be involved before action is affected.  If not the standard itself in an abstract sense, then at least the objects which are chosen in accord with it, must be cathected for value standards to influence behavior.

 

                Value standards are classified on the basis of their relationship to the three modes of motivational orientation.  Action is organized by cognitive, cathectic, and evaluative modes of motivational orientation. There are regulatory standards applicable to all three aspects of orientation; thus there are cognitive, appreciative, and moral standards.  Classification of standards along these lines offers great convenience for the analysis of action. In the following paragraphs we take up the three categories or modes of  value-orientation formulated by this method of classification.

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                20 Let us emphasize that we are not turning our attention from one kind of orientation to another kind. The three elementary modes of motivational orientation do not define any type of concrete act even when they are all taken together.  The motivational orientation is inherently involved in every act, but so also are the modes of value-orientation, and the objects of the situation.   It is only when the three sets of components - objects, motivational orientations, and value-orientations - combine that we even begin to he able to discuss concrete actions and types of actions.

 

                21 It may again be noted that value-orientation standards are only part of culture.  We do not mean, moreover, to imply that a person's values are entirely "internalized culture" or mere adherence to rules and laws.  The person makes creative modifications as he internalizes culture; but the novel aspect is not the cultural aspect.

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Orientation and Organization of Action 73

 

                Every concrete action involving a cognitive component (by definition, this is true of every action) entails the operation, usually only below the level of deliberation, of standards of cognitive validity.  The standards of cognitive validity enter into the construction of expectations (predictions), the testing of observations.  The category of cognitive value-orientation is present in all cultural value systems, although there may be variations in the content of the standard with regard to different types of knowledge; for example, the standards of validity of empirical knowledge might vary from those applied in the demonstration of religious beliefs.22  It is desirable to distinguish between the standards of cognitive validity and the organization of cognitive content and perception; 23 cognitive content comes more properly under the cognitive mode of motivational orientation.

 

                The appreciative mode of value-orientation corresponds to the cathectic mode of motivational orientation.  It is particularly important here to bear in mind that we are discussing standards, not motivational content.  The standards applied in the evaluation of the alternatives involved in cathectic choices 24 are at issue here.   As in all evaluation, there is a disciplinary aspect of appreciative standards.  The choice always involves at least an implicit sacrifice, in that an actor cannot have all of what are in one sense potential gratifications, attd choosing one involves a "cost" in that it excludes alternatives.  The payment  of this cost is the disciplinary element.25

 

                The use of the term appreciative diverges from common usage.  In its literal sense, aesthetic as connoting desirability would be preferable, but it has come to be used so largely with regard to the fine arts, and so forth, that it is too narrow for our purposes.  The term expressive has been suggested.  If the choices governed by these standards were simply choices with respect to which need-disposition should be expressed, this term would suffice; but choices between objects, modalities, and occasions also come under this head.  Thus a broader term is needed.  The term expressive will be reserved for the type of action in which cathectic interests and appreciative standards have primacy.

 

                The category of moral value standards extends and makes more explicit the common meaning of the term moral.  Moral value standards are the most comprehensive integrative standards for assessing and regulating the entire system of action under consideration, whether it be a personality or a society or a subsystem of either. They are the "court of last appeal" in any large-scale integrative problem within the system.

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                22 But whatever the range of criteria of validity which may be represented as clustering about a mode, no fundamental epistemological question is raised here concerning the validity of the criteria of empirical truth.

                23 The organization of cognitive content might involve the selection of foci of attention, or the organization of knowledge.

                24 Cathectic choices may he among objects, object modalities, need-dispositions, or occasions.

                25 Freud's conception of the "economic" aspect of libido theory, which is the allocation of gratifications within a feasible system, is the psychoanalytic equivalent of the disciplinary element.

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74 Values, Motives, and Systems of Action

 

                Any specific system of morals is adapted to the specific integrative problems confronted by the action system which it, in one sense, controls.  Morals, in this sense, are relative.  It is the relativity of moral standards to the social system which may be an unfamiliar element in the present definition of moral

standards.  We live in a culture where the standards are mainly "universalistic," and we therefore tend to think of a moral standard as transcending the particular system of action of the society in which it is exercised.  The student of society is concerned with the comparative analysis of different systems of

action.  He needs a category of value integration which is relative to the system of action in question.

The category of moral value standards 26 serves such a purpose for us.  The significant criterion for definition of the moral concept is concern for the broader consequences for a system of action.27

 

                The concluding paragraphs of this discussion will be concerned with various kinds of orientations or actions.  It has been stressed throughout our discussion of the modes of orientation that these various modes are not different kinds of orientation but simply different aspects that might be abstracted from any orientation.  Now we are going to be concerned explicitly with the problem of different kinds or types of action.

 

                It is certanly fair at times to speak of an intellectual activity, an expressive activity, and a responsible or moral activity.  Since these are types of concrete action, all of them entail all modes of motivational orientation and some value standards.  How, then, are the various kinds of action differentiated?  Two problems of emphasis are involved.

 

                In the first place, motivation attaches to activity as well as to objects; that is, certain activities are cathected in their own right as means or goal objects; even certain modes of activity may be cathected.  When we speak of a cognitive interest, a cathectic interest, or an evaluative interest, we refer to the fact that these modes of the action process are, to some small or large degree, cathected in their own right.

 

                In the second place, when there is orientation to standards, and these standards are guiding choices, then, if several kinds of standards are oriented at once, there is always the possibility of a conflict. When there is a conflict among standards, there is a problem of primacy.  One standard or set of standards must be emphasized, given primacy; it must dominate, the other must give way. In any specific action, primacy may be given to cognitive, appreciative, or moral standards.

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                26 The moral value standards might be universalistic, that is, concerned with the consequences for a class of phenomena wherever found; or they might he particularistic, that is, concerned with the consequences for a collectivity of which the actor is a member.

 

                27 It may be noted that this is in accord with the usage of Sumner, Durkheim, and the French anthropologists.

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Orientation and Organization of Action 75

 

                In order to make a basic classification of types of action, we will conjoin the problems of interest (in the modes of motivational orientation) and of primacy (among the modes of value-orientation).

                Thus the three basic types are:

                (a) intellectual activity, where cognitive interests prevail and cognitive value standards have primacy (i.e., investigation or the "search for knowledge");

                (b) expressive action, where cathectic interests and appreciative standards have primacy (i.e., the search for direct gratification) ; and

                (c) responsible or moral action, where evaluative interests and moral standards have primacy (i.e., the attempt to integrate actions in the interest of a larger system of action).

 

                A special position is occupied by another derivative but very prominent type: instrumental action.  Here, the goal of action is in the future.  Cathectic interests and appreciative standards have primacy with respect to the goal, yet cognitive standards 28 have primacy with respect to the process of its attaitiment.29  The primacy of cognitive considerations therefore bifurcates into the purely cognitive type, here called "intellectual activity" or investigation, and the instrumental type in the interest of a cathected goal.

 

                Before leaving our discussion of the frame of reference, we should give some brief treatment to the allocative and integrative foci for the organization of empirical systems.  When we begin to treat this problem, we find we must first differentiate the distinctive types of action systems from each other. 

Then we must give the two types separate treatment.  The point is that when action occurs (when something is wanted or chosen and thus brings forth action) it is simultaneously embraced in two types of action systems: personality systems and social systems.

 

                As we said in the General Statement, these two systems are distinguished by the differences tn the foci around which they are organized.  The personality of the individual is organized around the biological unity of the organism.  This is its integrative focus.  The allocative mechanisms within the system are the need-disposition (and other motivational) systems which serve to relate orientations to one another.  The social system is organized around the unity of the interacting group.  This is the integrative focus.  The

allocative mechanisms within this system are the roles which serve to relate various orientations to one another.

 

                The system of interaction among individuals, however, cannot be organized in the same way as the system of action of the individual actor; they each face different functional problems.  Personality and social systems, thus, are constituted by the same actions and they are in continuous causal interdependence, but as systems they are not reducible to one another.

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                28 Where an orientation is only to immediate gratification, only cathectic-appreciative (and possibly moral) interests and standards apply.

 

                29 Evaluation is, of course, also involved; it places both the particular goal and the processes of attaining it within the larger system of action.

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76 Values, Motives, and Systems of Action

 

                Neither systems of value-orientation nor systems of culture as a whole are action systems in the same sense as are personalities and social systems.  This is because neither motivation nor action is directly attributable to them.  They may conjoin with motivation to evoke action in social systems or personalities, but they themselves cannot act, nor are they motivated.  It seems desirable to treat them, however, because of the great importance of the particular ways in which they are involved in action systems.

 

                With the transition to the analysis of systems of action – personalities and social systems - the descriptive structural analysis with which we are particularly concerned here begins to shade into dynamic analysis.  Dynamic problems emerge as soon as we begin to deal with the functional problems of allocation and integration.  Our knowledge of the fundamentals of motivation, as it will be analyzed in the next chapter, is of course crucial for the analysis of dynamic processes.  Much empirical insight into dynamic problems

on ad hoc levels has already been achieved.  But without further analysis of the structure of action, we could not have the coordinates which would raise empirical insight to a higher level of systematic generality.

 

DILEMMAS OF ORIENTATION AND THE PATTERN VARIABLES

 

                Those who have followed our exposition thus far have acquired a familiarity with the definitions of the basic elements of the theory of action.  There are further important conceptual entities and classificatory systems to be defined, but these, in a sense, derive from the basic terms that have already been defined.  The point is that the further entities can be defined largely in terms of the entities and relationships already defined, with the introduction of a minimum of additional material.

 

                The next section of the present chapter will be devoted to the highly important, derived, classificatory system, the pattern-variable scheme.  If one were to look back over the sections of this chapter devoted to the objects of the situation and to the orientation of the actor to the situation (items three

and four in our outline), he would see that an actor in a situation is confronted by a series of major dilemmas of orientation, a series of choices that the actor must make before the situation has a determinate meaning for him.  The objects of the situation do not interact with the cognizing and cathecting organism in such a fashion as to determine automatically the meaning of the situation.  Rather, the actor must make a series of choices before the situation will have a determinate meaning.  Specifically, we maintain, the actor must

make five specific dichotomous choices before any situation will have a determinate meaning.  The five dichotomies which formulate these choice alternatives are called the pattern variables because any specific orientation (and consequently any action) is characterized by a pattern of the five choices.

 

Orientation and Organization of Action 77

 

                Three of the pattern variables derive from the absence of any biologically given hierarchy of rimacies among the various modes of orientation. 

In the first place, the actor must choose whether to accept gratification from the immediately cognized and cathected object or to evaluate such gratification in terms of its consequences for other aspects of the action system.  (That is, one must decide whether or not the evaluative mode is to be operative at all in a situation.) 30  

In the second place, if the actor decides to evaluate, he must choose whether or not to give primacy to the moral standards of the social system or subsystem. 

In the third place, whether or not he decides to grant primacy to such moral standards, he must choose whether cognitive or appreciative standards are to be dominant, the one set with relation to the other.  If cognitive standards are dominant over appreciative standards, the actor will tend to locate objects in terms of their relation to some generalized frame of reference; if appreciative standards are dominant over cognitive, the actor will tend to locate objects in terms of their relation to himself, or to his motives.

 

                The other pattern variables emerge from indeterminacies intrinsic to the object situation: social objects as relevant to a given choice situation are either quality complexes or performance complexes, depending on how the actor chooses to see them; social objects are either functionally diffuse (so that the actor grants them every feasible demand) or functionally specific (so that the actor grants them only specifically defined demands), depending on how the actor chooses to see them or how he is culturally expected to see them.

 

                It will be noted now that the three pattern variables which derive from the problems of primacy among the modes of orientation are the first three of the pattern variables as these were listed in our introduction; the two pattern variables which derive from the indeterminacies in the object situation are the last two in that list.

 

                At the risk of being repititious, let us restate our definition: a pattern variable is a dichotomy, one side of which must be chosen by an actor before the meaning of a situation is determinate for him, and thus before he can act with respect to that situation. We maintain that there are only five basic pattern variables (i.e., pattern variables deriving directly from the frame of reference of the theory of action) and that, in the sense that they are all of the pattern variables which so derive, they constitute a system.  Let us list

them and give them names and numbers so that we can more easily refer to them in the future. They are:

 

1.  Affectivity-Affective neutrality.

2.  Self-orientation-Collectivity-orientation.

3.  Universalism-Particularism.

4.  Ascription-Achievement.

5.  Specificity-Diffuseness.

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                30 In a limited sense the evaluative mode is operative, even when no thought is given to

the consequences of immediate gratification; this in the sense that aesthetic (appreciative)

standards may be invoked to determine the "appropriateness" of the form of gratification chosen.

Only in this limited sense, however, does evaluation enter the immediate gratification picture.

 

78 Values, Motives, and Systems of Action

 

                The first concerns the problem of whether or not evaluation is to take place in a given situation.  The second concerns the primacy of moral standards in an evaluative procedure.  The third concerns the relative primacy of cognitive and cathectic standards.  The fourth concerns the seeing of objects as quality or performance complexes.  The fifth concerns the scope of significance of the object.

 

                These pattern variables enter the action frame of reference at four different levels.

                In the first place, they enter at the concrete level as five discrete choices (explicit or implicit) which every actor makes before he can act.

                In the second place, they enter on the personality level as habits of choice; the person has a set of habits of choosing, ordinarily or relative to certain types of situations, one horn or the other of each of these dilemmas.  Since this set of habits is usually a bit of internalized culture, we will list it as a component

of the actor's value-orientation standards.

                In the third place, the pattern variables enter on the collectivity level as aspects of role definition:

the definitions of rights and duties of the members of a collectivity which specify the actions of incumbents of roles, and which often specify that the performer shall exhibit a habit of choosing one side or the other of each of these dilemmas.

                In the fourth place, the variables enter on the cultural level as aspects of value standards; this is because most value standards are rules or recipes for concrete action and thus specify, among other things, that the actor abiding by the standard shall exhibit a habit of choosing one horn or the other of each of the dilemmas.

 

                From the foregoing paragraph, it should be obvious that, except for their integration in concrete acts as discrete choices, the pattern variables are most important as characteristics of value standards (whether these be the value standards of a personality, or the value standards defining the roles of

a society, or just value standards in the abstract).  In the sense that each concrete act is made up on the basis of a patterning of the choices formulated by the scheme, the pattern variables are not necessarily attributes of value standards, because any specific concrete choice may be a rather discrete and accidental thing.  But as soon as a certain consistency of choosing can be inferred from a series of concrete acts, then we can begin to make statements about the value standards involved and the formulation of these standards in terms of the variables of the pattern-variable scheme.

 

Orientation and Organization of Action 79

 

                What is the bearing of the pattern variables on our analysis of systems of action and cultural orientation?  Basically, the pattern variables are the categories for the description of value-orientations which of course are in various forms integral to all three systems.  A given value-orientation or some particular aspect of it may be interpreted as imposing a preference or giving a primacy to one alternative over the other in a particular type of situation.  The pattern variables therefore delineate the alternative preferences, predispositions, or expectations; in all these forms the common element is the direction of selection in defined situations.  In the personality system, the pattern variables describe essentially the predispositions or expectations as evaluatively defined in terms of what will below be called ego-organization 31 and superego-organization.  In the case of the social system they are the crucial

components in the definition of role-expectations.  Culturally, they define patterns of value-orientation.

 

                The pattern variables apply to the normative or ideal aspect of the structure of systems of action; they apply to one part of its culture. They are equally useful in the empirical description of the degree of conformity with or divergence of concrete action from the patterns of expectation or aspiration.  When they are used to characterize differences of empirical structure of personalities or social systems, they contain an elliptical element.  This element appears in such statements as, "The American occupational system is universalistic and achievement-oriented and specific."  The more adequate, though still sketchy, statement would be: "Compared to other possible ways of organizing the division of labor, the predominant norms which are institutionalized in the American society and which embody the predominant value-orientation of the culture give rise to expectations that occupational roles will be treated by their incumbents and those who are associated with them universalistically and specifically and with regard to proficiency of performance."

 

                These categories could equally be employed to describe actual behavior as well as normative expectations and are of sufficient exactitude for first approximations in comparative analysis.  For more detailed work, however, much more precise analysis of the degrees and incidence of deviance, with special reference to the magnitude, location, and forms of the tendencies to particularism, to ascriptiveness, and to diffuseness would have to be carried out.

 

                We will now proceed to define the five pattern variables and the problems of alternative selection to which they apply.  They are inherently patterns of cultural value-orientation, but they become integrated both in personalities and in social systems. Hence the general definitions will in each case be followed by definitions specific to each of the three types of systems.  These definitions will be followed by an analysis of the places of the variables in the frame of reference of the theory of action, the reasons why this list seems

to be logically complete on its own level of generality, and certain problems of their systematic interrelations and use in structural analysis.

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                31 The term ego is here used in the sense current in the theory of personality, not as a

point of reference.

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80 Values, Motives, and Systems of Action

 

THE DEFINITIONS OF PATTERN VARIABLES

 

                1. The dilemma of gratification of impulse versus discipline.  When confronted with situations in which particular impulses press for gratification, an actor faces the problem of whether the impulses should be released or restrained.  He can solve the problem by giving primacy, at the relevant selection points, to evaluative considerations, at the cost of interests in the possibility of immediate gratification; or by giving primacy to such interests in immediate gratification, irrespective of evaluative considerations.

 

                                a. Cultural aspect.

 

                                                (1) Affectivity: the normative pattern which grants the permission for an actor, in a given type of situation, to take advantage of a given opportunity for immediate gratification without regard to evaluative considerations.

 

                                                (2) Affective neutrality: the normative pattern which prescribes for actors in a given type of situation renunciation of certain types of immediate gratification for which opportunity exists, in the interest of evaluative considerations regardless of the content of the latter.

 

                                b. Personality aspect.

 

                                                (1) Affectivity: a need-disposition on the part of the actor to permit himself, in a certain situation, to take advantage of an opportunity for a given type of immediate gratification and not to renounce this gratification for evaluative reasons.

 

                                                (2) Affective neutrality: a need-disposition on the part of the actor in a certain situation to be guided by evaluative considerations which prohibit his taking advantage of the given opportunity for immediate gratification; in this situation the gratification in question is to be renounced, regardless of the grounds adduced for the renunciation.

 

                                c. Social system aspect.

 

                                                (1) Affectivity: the role-expectation 32 that the incumbent of the role may freely express certain affective reactions to objects in the situation and need not attempt to control them in the interest of discipline.

 

                                                (2) Affective neutrality: the role-expectation that the incumbent of the role in question should restrain any impulses to certain affective expressions and subordinate them to considerations of discipline. In both cases the affect may be positive or negative, and the discipline (or permissiveness) may apply only to certain qualitative types of affective expression (e.g., sexual).

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                32 A role-expectation is, in an institutionally integrated social system (or part of it), an expectation both on the part of ego and of the alters with whom he interacts.  The same sentiments are shared by both. In a less than perfectly integrated social system, the concept is still useful for describing the expectations of each of the actors, even though they diverge.

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Orientation and Organization of Action 81

 

                2. The dilemma of private versus collective interests, or the distribution between private permissiveness and collective obligation.  The high frequency of situations in which there is a disharmony of interests creates the problem of choosing between action for private goals or on behalf of collective goals.

This dilemma may be resolved by the actor either by giving primacy to interests, goals, and values shared with the other members of a given collective unit of which he is a member or by giving primacy to his personal or private interests without considering their bearing on collective interests.

 

                                a. Cultural aspect.

 

                                                (1) Self-orientation: the normative pattern which prescribes a range of permission for an actor, in a given type of situation, to take advantage of a given opportunity for pursuing a private interest, regardless of the content of the interest or its direct bearing on the interests of other actors.

 

                                                (2) Collectivity-orientation: a normative pattern which prescribes the area within which an actor, in a given type of situation, is obliged to take directly into account a given selection of values which he shares with the other members of the collectivity in question.  It defines his responsibility to

this collectivity.

 

                                b. Personality aspect.

 

                                                (1) Self-orientation: a need-disposition on the part of the actor to permit himself to pursue a given goal or interest of his own - regardless whether from his standpoint it is only cognitive-cathectic or involves evaluative considerations - but without regard to its bearing one way or another on the interests of a collectivity of which he is a member.

 

                                                (2) Collectivity-orientation: a need-disposition on the part of the actor to be guided by the obligation to take directly into account, in the given situation, values which he shares with the other members of the collectivity in question; therefore the actor must accept responsibility for attempting to realize those values in his action.  This includes the expectation by ego that in the particular choice in question he will subordinate his private interests, whether cognitive. cathectic or evaluative, and that he will be motivated in superego terms.

 

                                c. Social system aspect.

 

                                                (1) Self-orientation: the role-expectation by the relevant actors that it is permissible for the incumbent of the role in question to give priority in the given situation to his own private interests, whatever their motivational content or quality, independently of their bearing on the interests or values of a given collectivity of which he is a member, or the interests of other actors.

 

                                                (2) Collectivity-orientation: the role-expectation by the relevant actors that the actor is obliged, as an incumbent of the role in question, to take directly into account the values and interests of the collectivity of which, in this role, he is a member.  When there is a potential conflict with his private interests, he is expected in the particular choice to give priority to the collective interest.  This also applies to his action in representative roles on behalf of the collectivity.

 

                3. The dilemma of transcendence versus immanence.  In confronting any situation, the actor faces the dilemma whether to treat the objects in the situation in accordance with a general norm covering all objects in that class or whether to treat them in accordance with their standing in some particular

relationship to him or his collectivity, independently of the objects' subsumibility under a general norm.  This dilemma can be resolved by giving primacy to norms or value standards which are maximally generalized and which have a basis of validity transcending any specific system of relationships

in which ego is involved, or by giving primacy to value standards which allot priority to standards integral to the particular relationship system in which the actor is involved with the object.

 

82 Values, Motives, and Systems of Action

 

                                a. Cultural aspect.

 

                                                (1) Universalism: the normative pattern which obliges an actor in a given situation to be oriented toward objects in the light of general standards rather than in the light of the objects' possession of properties (qualities or performances, classificatory or relational) which have a

particular relation to the actor's own properties (traits or statuses).

 

                                                (2) Particularism: the normative pattern which obliges an actor in a given type

of situation to give priority to criteria of the object's particular relations to the actor's own properties (qualities or performances, classificatory or relational) over generalized attributes, capacities, or performance standards.

 

                                b. Personality aspect.

 

                                                (1) Universalism: a need-disposition on the part of the actor in a given situation to respond toward objects in conformity with a general standard rather than in the light of their possession of properties (qualities or performances, classificatory or relational) which have a particular relation to the actor's own.

 

                                                (2) Particularism: a need-disposition on the part of the actor to be guided by criteria of choice particular to his own and the object's position in an object-relationship system rather than by criteria defined in generalized terms.

 

                                c. Social system aspect.

 

                                                (1) Universalism: the role-expectation that, in qualifications for memberships and decisions for differential treatment,

priority will be given to standards defined in completely generalized terms,

independent of the particular relationship of the actor's own statuses (qualities

or performances, classificatory or relational) to those of the object.

 

                                                (2) Particularism: the role-expectation that, in qualifications for memberships

and decisions for differential treatment, priority will be given to standards which assert the primacy of the values attached to objects by their particular relations to the actor's properties (qualities or performances, classificatory or relational) as over against their general universally applicable class properties.

 

                4.The dilemma of object modalities.  When confronting an object in a situation, the actor faces the dilemma of deciding how to treat it. Is he to treat it in the light of what it is in itself or in the light of what it does or what might flow from its actions?  This dilemma can be resolved by giving primacy, at the relevant selection points, to the "qualities" aspect of social objects as a focus of orientation, or by giving primacy to the objects' performances and their outcomes.

 

                                a. Cultural aspect.

 

                                                (1) Ascription: the normative pattern which prescribes that an actor in a given type of situation should, in his selections for differential treatment of social objects, give priority to certain attributes that they possess (including collectivity memberships and possessions) over any specific

performances (past, present, or prospective) of the objects.

 

                (2) Achievement: the normative pattern which prescribes that an actor in a given

type of situation should, in his selection and differential treatment of social objects, give priority to their specific performances (past, present, or prospective) over their given attributes (including memberships and possessions), insofar as the latter are not significant as direct conditions of the relevant performances.

 

                                b. Personality aspect.

 

                                                (1) Ascription: the need-disposition on the part of the actor, at a given selection point, to respond to specific given attributes of the social object, rather than to their past, present, or prospective performances.

 

                                                (2) Achievement: a need-disposition on the part of the actor to respond, at a given selection point, to specific performances (past present, or prospective) of a social object, rather than to its attributes which are not directly involved in the relevant performances as "capacities," "skills," and so forth.

 

                                c. Social system aspect.

 

                                                (1) Ascription: the role-expectation that the role incumbent, in orienting himself to social objects in the relevant choice situation, will accord priority to the objects' given attributes (whether universalistically  or particularistically defined) over their actual or potential performances.

 

                                                (2) Achievement: the role-expectation that the role incumbent, in orienting to social objects in the relevant choice situation, will give priority to the objects' actual or expected performances, and to their attributes only as directly relevant to these performances, over attributes which are essentially independent of the specific performances in question.

 

                5. The dilemma of the scope of significance of the object.  In confronting an object, an actor must choose among the various possible ranges in which he will respond to the object.  The dilemma consists in whether he should respond to many aspects of the object or to a restricted range of them

- how broadly is he to allow himself to be involved with the object?  The dilemma may be resolved by accepting no inherent or prior limitation of the scope of the actor's "concern" with the object, either as an object of interest or of obligations, or by according only a limited and specific type of significance to the object in his system of orientation.

 

                                a. Cultural aspect.

 

                                                (1) Diffuseness: the normative pattern which prescribes that in a given situation the orientation of an actor to an object should contain no prior specification of the actor's interest in or concern with or for the object, but that the scope should vary with the exigencies of the situation as they arise.

 

                                                (2) Specificity: the normative pattern which prescribes that in a given type of situation an actor should confine his concern with a given type of object to a specific sphere and not permit other empirically possible concerns to enter.

 

                                b. Personality aspect.

 

                                                (1) Diffuseness: the need-disposition to respond to an object in any way which the nature of the actor and the nature of the object and its actual relation to ego require, actual significances varying as occasions arise.

 

                                                (2) Specificity: the need-disposition of the actor to respond to a given object in a manner limited to a specific mode or context of significance of a social object, including obligation to it, which is compatible with exclusion of other potential modes of significance of the object.

 

84 Values, Motives, and Systems of Action

 

                c. Social system aspect.

 

                                                (1) Diffuseness: the role-expectation that the role incumbent, at the relevant choice point, will accept any potential significance of a social object, including obligation to it, which is compatible with his other interests and obligations, and that he will give priority to this expectation

over any disposition to confine the role-orientation to a specific range of significance of the object.

 

                                                (2) Specificity: the role-expectation that the role incumbent, at the relevant choice point, will be oriented to a social object only within a specific range of its relevance as a cathectic object or as an instrumental means or condition and that he will give priority to this expectation over any disposition to include potential aspects of significance of the object not specifically defined in the expectation pattern.

 

                Of the five pattern variables defined above, the first three are determined by primacies among the interests inherently differentiated within the system of value-orientation itself and in the definition of the limits of its applicability; the other two are determined by the application of value-orientations to the alternatives which are inherent in the structure of the object system, and in the actor's relation to it.  The derivation of the pattern variables from the basic categories of the action scheme is presented in diagrammatic form in Fig. 2. (Figures follow page 245.)

 

                The first of the pattern variables, affectivity versus affective neutrality, represents the problem of whether any evaluative considerations at all should have priority.  It is thus the marginal choice between complete permissiveness, without reference to value standards of any kind, and discipline in the interests

of any one of the various kinds of value standards.

 

                This dilemma is inherent in any system of action.  There can in principle be no such dilemma involving cognitive and cathectic modes of orientation, since both modes are inherently operative in any action whatever.  But as soon as consequences for the functioning of a system come into the picture,

a problem of evaluation arises and it becomes necessary to impose some discipline in order to restrict damaging consequences and facilitate favorable ones.  This is, therejore, in a sense, the most elementary dilemma of systems of action.

 

                The second pattern variable essentially reproduces the same basic dilemma in a somewhat different perspective and with an additional complication deriving from a difference of level.  In the pattern variable of affectivity-affective neutrality there is no reference to the beneficiary on whose behalf

discipline is exercised.  This problem becomes preeminent in the pattern variable of self-orientation versus collectivity-orientation.  The same basic distinction  between permissiveness and discipline is repeated, but permissiveness is no longer solely for immediate gratification in the psychological sense; it now includes action in terms of "ego-organization," with all the discipline associated with that.  The occurrence of this problem in the personality system is dealt with in a very similar way in Freud's later writings about ego and

superego organization.33 

 

Orientation and Organization of Action 85

 

                When the actor accepts discipline, the problem of the standards and the objects in behalf of which discipline is to be exercised requires solution.  Collectivity-orientation is the resolution of one of these problems through the primacy of the moral value standards, either over other types of value standards or over nonevaluative modes of orientation.  In this connection it is important to refer to the earlier definition of moral values (pp.60, 73-74).  What is at issue here is not the concrete content of the relevant moral standards but - whatever this may be - their primacy over other nonmoral standards. Moral standards were specifically defined as those which refer to consequences for the system of relation in question, whether it be the society as a whole, a subcollectivity, or even a deviant "subculture."  Sometimes moral standards are, as is usual in our culture, universalistically defined, in which case they do in fact transcend the particular relational system.  But this is a matter of the concrete content of moral values, not of the definition of what

moral values themselves are.

 

                Cognitive and appreciative values may be more or less fully integrated with moral values in the total value system.  The area in which they are allowed primacy of a permissive or deviant nature may vary in scope.  These problems must be reserved for the discussion of the patterns of value-orientation.  Here we are merely concerned with defining the variable elements which go into them.

 

                Even when the actor has selected the moral value standards as his guiding star, he still must make a decision about how he is to judge the object.  Is he to respond to it in the light of cognitive or appreciative standards?  Is he to judge objects by the class categories which he can apply to all of them, or is he to judge them by what they mean to him in their particular relationship to him?  Cognitive standards are by their very nature universalistic. They are assessments of events, the demonstration of the existence of which does not depend for validity on any particular actor's need-dispositions, value patterns, or role-expectations. 

The criteria of whether a proposition is true or false are not bound to a particular time or place or object-relationship.34  If a proposition is true, it is, for the conditions (explicit or implicit) to which it applies,

true. It is not true for one person and false for somebody else. Its significance for or relevance to action may, of course, vary in different relational contexts, but not its validity.  A value standard, then, in which cognitive propositions have primacy - and which may be put into the form, "this is valid for me as a standard guiding my action because such-and-such a proposition is cognitively true" - is universalistic, and its applicability transcends any particular relational context.

 

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                33 The distinction between id and ego in Freud's later theory is essentially the same as our distinction between affectivity and discipline. Indeed the first two pattern variables form the major axis of Freud's conception of the organization of personality or what psychoanalysts sometimes call the structural point of view.

 

                34 Ideas, to the contrary, are, to be sure, current, especially among proponents of the "sociology of knowledge," hut they rest on epistemological confusions, failing to distinguish between the qualifications and adaptations in the content of knowledge which are indeed relative to and necessitated by the "perspective" of the actor, and the criteria of validity, which are not.

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86 Values, Motives, and Systems of Action

 

                On the other hand, insofar as purely appreciative criteria are given primacy in the determination of a standard, the values concerned have their validity in their relationship to the actor who is judging. 

The ultimate basis of validity of the appreciative standard comes to be that the actor (or actors) admires or enjoys the object, which is thought or felt to be in a suitable or appropriate relationship with him; "suitability" or "appropriateness" means here harmony with a pattern which may have already been internalized.

Thus the standard itself is particularistic; that is, it is immanent in the particular relationship complex or system of action of which it is a part.  There is a possible source of confusion here, similar to that involved in the concept of moral standards. In a culture where universalistic values are prominent, many concrete appreciative values are also universalistically defined.  This is not the result of the primacy of appreciative criteria in their definition; it happens rather because the particular appreciative standards are part of a

general system of value-orientation in which cognitive standards have primacy, and the cognitive standards therefore shape appreciative values as well as others.35

 

These first three pattern variables exhaust the possibilities of relative primacies within the system of modes of orientation.  The fourth and fifth pattern variables derive from choices that must be made with respect to the modalities and scope of significance of the object system.  The distinction between the modalities of qualities and performances as foci for action orientation te has already been discussed and does not need to be elaborated upon here, except to note that it presents an authentic selection alternative involved in all systems of interaction.

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                35 Here as elsewhere a clear distinction must he made between the analytical and the concrete.  In a concrete standard contained in judgments in the appreciative field, it is possible for cognitive, appreciative, or moral criteria to have primacy.  This is true also of the concrete standards governing cognitive or moral judgments.  But the present concern is not with this concrete level.  It is with the classification of types of criteria of value judgments and the consequences of differences of relative primacies among such

types of criteria.

 

                36 This distinction, in its obverse form, is related to that frequently made in psychological analysis in the distinction between activity and passivity.  Achievement criteria require activity, as a qualification of the actor not the object, while ascriptive criteria do not.  See below, Chapter II. This distinction has become known in Anglo-American anthropological and sociological literature through Linton's The Study of Man, in which it is applied to the analysis of social structure.

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Orientation and Organization of Action 87

 

                The fifth pattern variable presents the alternative modes of delimiting the actor's relationship to a social object.  It also is distinctly a relational category, specifying neither a general characteristic of the actor nor an intrinsic property of the object, but rather one aspect of the way a given actor is related to a

specific object.  A social object either has "defined" rights with respect to ego, or it has the rights of "residual legatee."  Let us be more explicit. In the first place, if a social object is related to ego at all, then it has some "rights," in the sense that it has some significance.  Ego, that is, is granting alter some rights as soon as alter becomes a social object for him.  This happens because alter's action has consequences within ego's orientation of action and thus functions among the determinants of ego's action.37  The rights of a social

object with respect to ego are either defined (so that ego and alter know the limits of ego's obligations) or they are undefined (so that ego must render to alter such of his efforts as are left over when all of his other obligations are met).  The social object, that is, either has specific (segmental) significance for ego (in which case obligations are clearly defined) ; or it has diffuse significance (in which case obligations are only limited by other obligations).

 

                The segmental significance of an object may, in a concrete orientation, coincide with the primacy of one mode of motivational orientation, such as the cognitive-cathectic.  But analytically these ranges of variation are independent of one another.

 

                The most feasible empirical criterion of the difference between the two alternatives is the "burden of proof."  If a question arises concerning the determination of the range of responsibility, in the case of specificity, the burden of proof rests on the side that claims a certain responsibility to exist (to be included in the contract, so to speak).  A possible right of alter which is not included in the mutual expectations which defines the relation between ego and alter is prima facie to be excluded as irrelevant, unless specific argument for its inclusion can be adduced.  In the case of diffuseness, the burden of proof is on the opposite side, on the side that claims a responsibility does not exist.  Any possible right of alter is prima facie to be regarded as valid, even though neither ego nor alter has heretofore given the right in question

any thought, unless ego can adduce specific other and more important obligations which make it impossible for him to grant alter this right.

 

                Thus, even if an object's significance is defined in diffuse terms, the range of obligation is not unlimited, because the allocation of orientation interests among objects is a basic functional imperative of all action systems.  Therefore, the range of diffuseness can never be unlimited, because this would lead

directly to encroachment on the interests in, and obligations to, other objects.  In the case of diffuseness, it is always the potential conflict with the relations to other objects which limits the orientation to the first object; whereas it is the set of expectations concerning the particular object which brings about the limitation in the case of specificity.  When, therefore, a question of evaluation arises, the justification for rejecting a claim, in the case of specificity, is simply the denial of an obligation (e.g., "it wasn't in the contract").  In the case of diffuseness, the rejection of a claim can be justified only by the invocation of other obligations which are ranked higher on some scale of priority.

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                37 To grant an object "rights" in the last analysis is nothing else than to allow it to affect one's action.  Alter's rights over ego, that is, refer to those things which ego "has to do" because of alter's relations to ego's motives and ego's system of values.

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88 Values, Motives, and Systems of Action

 

                As with the other pattern variables, the dilemma presented in the specificity-diffuseness pattern variable is inherent in any orientation of one actor to another.  Almost invariably an explicit choice has to be made.  If the contact between two people is fleeting and casual, the significance of one for the other

may be highly specific without any explicit choice occurring.  But if the relationship continues, the problem of its scope becomes explicit. The possibility of diffuse attachments will then become more pressing and a decision will have to be made.

 

THE INTERRELATIONS OF THE PATTERN VARIABLES

 

                We hold that the five pattern variables constitute a system covering all the fundamental alternatives which can arise directly out of the frame of reference for the theory of action.  It should be remembered that the five pattern variables formulate five fundamental choices which must be made by an

actor when he is confronted with a situation before that situation can have definitive (unambiguous) meaning for him.  We have said that objects do not automatically determine the actors "orientation of action"; rather, a number of choices must be made before the meaning of the objects becomes definite.

Now, we maintain that when the situation is social (when one actor is orienting to another), there are but five choices which are completely general (that is, which must always be made) and which derive directly from the action frame of reference; these choices must always be made to give the situation specific defined meaning.  Other choices are often necessary to determine the meaning of a situation, but these may be considered accidents of content, rather than genuine alternatives intrinsic to the structure of all action. 

To be a pattern variable, a set of alternatives must derive directly from the problems of dominance among the modes of orientation, or from the problems arising from the ambiguities of the object world which require choice on the part of ego for their resolution.  In order to show that our five pattern variables constitute a system, we must show that they exhaust these problems.  Let us take up first the problems of dominance among modes of orientation, and second, problems arising from the ambiguities of relation to the object world.

 

Orientation and Organization of Action 89

 

                There are only three completely general problems of dominance arising directly from the modes of orientation.  Since the cognitive and cathectic modes of motivational orientation are so inseparable as to abnegate any problem of primacy, we do not find any conflict between them.  Thus, the first pattern variable is between them acting alone, on the one hand, and an evaluative orientation, on the other.  The problem is: Will evaluation enter into the determination of this course of action?  A decision must always be made (explicitly or implicitly, consciously or unconsciously).

 

                The other two pattern variables arising from primacy problems with respect to orientation modes are not on the same level as the first in terms of generality within the concrete act, because if affectivity is selected in the concrete situation instead of affective neutrality, the problems presented by pattern variables two and three never arise.  (If an actor does not evaluate, he does not have to decide which standards will get primacy within the evaluative process.)  However, in discussing the orientation habits which make up a

value, a role-expectancy, or a need-disposition, we can see that the second two pattern variables have just as much generality as the first.  Although an actor may be regarded in affective terms in some concrete situations, and even though ego may have the habit of affectivity with respect to alter, this still does not mean that the "affectivity attitude" will apply to alter all of the time.  (The habit implies that in perhaps a majority of the situations an attitude of affectivity will apply, but no relationship between human beings can remain always on the affectivity level - this, perhaps, is what we mean by sayiing "we are not beasts".)  When on rare or frequent occasions the affectively neutral attitude is assumed, when evaluation of the relationship evokes value standards, the problems formulated in pattern variables two and three

immediately become relevant, and choices must be made.

 

                Thus, one must choose, if one evaluates, whether or not to give primacy to collectivity-integrating moral standards.  If moral standards are invoked at all, they will have primacy owing to their status as the "final court of appeal" on any problem of integration.  Cognitive and appreciative standards, on the contrary, are always invoked in any evaluative problem; thus, the problem of their relative primacy with respect to one another always arises, whether or not moral standards are invoked.  Hence, the problem of the relative

primacy of appreciative and cognitive standards must always be resolved.  If cognitive standards are to dominate appreciative ones, then the objects will be judged primarily in terms of their relationship to some generalized frame of reference; if appreciative standards are to dominate cognitive ones, then objects will be judged primarily in terms of ego as the center of the frame of reference.  Thus, these three problems of choice and only these three, derive directly from problems of dominance among the modes of orientation.

 

                Similarly, there are only two completely general ambiguities with respect to social objects as these are defined in our frame of reference.  These are (1) the quality-performance ambiguity and (2) the diffuseness-specificity ambiguity.  In every social situation, anywhere, ego either implicitly or explicitly

has to resolve these two ambiguities by choosing one side or the other of both dichotomies before the social object can have determinate meaning for him.  Thus, we complete our case for the exhaustiveness of our list of pattern variables.

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