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110 Values, Motives, and Systems of Action

 

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

 

Part 2  Values, Motives, and Systems of Action

 

2.2  Personality as a System of Action

 

                The preceding chapter dealt with certain common features of systems of action.  Besides their common properties as systems, systems of action have certain common substantive features.  In both social systems and personalities, the actions which make up the systems are oriented to the same classes of objects and entail selections from and commitments to the same system of alternatives of value-orientation.  Having stated the general properties of systems, we will show how these substantive components are organized to form personalities.   We will accordingly turn to a further discussion of motivation as it was treated in the General Statement of Part I and develop some of the categories and hypotheses presented there in order to lay the groundwork for showing systematic relationships of (1) the patterns of value-orientation and (2) the organization of objects to (3) the components of motivation (which are the allocative foci of personality systems).   This will require a certain amount of recapitulation of our earlier argument.   At the end of the chapter we shall analyze certain aspects of the interrelation of this system with the social system in which the actor lives.

 

MOTIVATIONAL CONCEPTS

 

                Since this chapter will be concerned largely with the relation between the motivation of action and the orientation of action, we shall start out by defining carefully the important terms, chiefly the term motivation itself.  We must define also the other motivational terms drive, drives, and need-dispositions.

 

                The term motivation has at least two accepted meanings; the use of the word without istinguishing these two meanings serves only to confuse the reader.  When we speak of an animal or a human being as having "a lot of motivation," we refer to the amount of energy being released in the course of the animal's behavior. In this sense, motivation is the organically generated energy manifested in action.  It is sometimes called drive.  When, on the other hand, we say "the motivation of an organism," referring to the organism's 'motives" or "drives,"1 we refer to a set of tendencies on the part of the organism to acquire certain goal objects (or really, certain relationships to goal objects).

 

                Motivation (or motives) in this last sense may be conceived as denoting certain more or less innate systems of orientations involving cognition of and catheetic attachment to certain means and goal objects and certain more or less implicit and unconscious "plans" of action aimed at the acquisition of

eathected relationships to goal objects.  Motivation in the former sense (as energy) supplies the energy with which such plans of action are conceived and carried out.

 

                When motivation refers to the tendency to acquire these relationships to goal objects, then it is (as the paragraph above implies) also a tendency to "orient" in a certain fashion (that is, to see certain things, to want certain things, and to do certain things).  Thus its referent may be either the group of orientations which follow the pattern marked out by the "tendency," or a postulated entity which, by hypothesis, controls or brings about orientations of this kind.

 

                From now on, we will use the term drive 2 to refer to the physiological energy that makes action possible.  We will use the term drives, or such terms as a drive or sex drive, to refer to the innate tendencies to orient and act in suds a fashion as to acquire cathected relationships to goal objects.

The term need-dispositions will be used to refer to these same tendencies when they are not innate but acquired through the process of action itself.   Need-dispositions may integrate one or several drives, together with certain acquired elements, into very complex tendencies of this nature.  We will avoid ad hoc hypotheses about the amount of biologically determined structuring of drives which would beg the empirical and conceptual questions of the extent and ways in 'which structuring is a need-disposition problem.  That is, we will not try to decide in advance how much the structuring of tendencies is innate and how much it is a function of the structure and situation of action.3

 

                The term motivation itself will be reserved as a general term to refer to all the phenomena discussed above. Thus action may be said to be motivated by "drive," or by "drives," or by "need-dispositions," depending on what is meant by motivation, and depending on the stage of development of the personality involved, and the type of action being discussed.  Some actions are perhaps jointly motivated by drives and need-dispositions, in an organism where some drives are organized into need-dispositions and others are not.

 

                1 For example, the organism's hunger-drive or sex-drive.

                2 This term is only singular (an animal's drive, an amount of drive, and so forth) when it refers to energy; when we speak of "a drive," the animal's "drives," the term refers to a tendency.

                3 A statement of the general problem of the relation of constitutional elements in behavior to action elements was made in the General Statement of Part I and need not be repeated here.

 

112 Values, Motives, and Systems of Action

 

All actions are in one sense motivated by the physiological "drive" of the organism insofar as the ultimate energy of behavior comes from the organism as a physiological system.  Nevertheless, the important question of how this energy expenditure will take place, what behavior will result, what will be accomplished, requires analysis of drive and need-dispositions in the categories of action, rather than an analysis of where the energy or drive comes from.  Therefore, our chief concern with motivation in this chapter will be

with the orientation and action tendencies which are denoted by the terms drive and need-disposition.  Moreover, since we are most concerned with the analysis of the action of human beings (and usually human beings with some degree of maturity), we will usually be more concerned with need-dispositions than with drives.

 

                For our purposes, the drives may be regarded as action tendencies in which the chief objects are the actor's own organism and those physical objects which are necessary to achieve some state of the organism.  (We include under physical objects the physiological organisms of other persons.) 

We need not for the time being go in detail into the degree of specificity of the physical objects or the content of the states of the actor's own organism as an object which is required for activating the drive or bringing it to quiescence.  All we need say is that there are varying degrees of specificity in the two classes of objects and that there is always some plasticity in the organization of the orientation toward the objects. 

All concrete drives and need-dispositions (in relation to objects) on the personality level - that is, above

the most elementary organic level - have a structure which can be analyzed in the categories of the theory of action.  They can be analyzed only in terms of orientation to an object world, which varies of course through time, and in terms of the organization of value-alternative selections and commitments into patterns of need-dispositions and value-orientations which make up the personality.

 

                One significant difference between drives on the most elementary organic level 4 and drives and need-dispositions as these are formulated in terms of the theory of action is that the former are conceived as "automatic" regulatory devices.  The animal orients to the object; the object orientation automatically engages a drive; the drive implants a cathexis on the oriented object; action and consummation automatically ensue.  No selection or choice is involved.  There is no orientation to anything beyond the present and immediately given aspect of the situation of action.   We might say the system of

orientation seems to have no time dimension.  No orientation to the future may take place; thus the animal is driven by the situation of the moment, he cannot choose on the basis of the long-run integration of his action system.

 

                4 The notion of drives on the most elementary organic level may, of course, he simply a limiting case not existing in either animals or human beings; there may be no such things.

 

Personality as a System of Action 113

 

Whatever may be the case on purely organic levels, when drives and their modes of gratification become organized into and with symbolic systems on the cultural level, the system of orientation necessarily acquires a temporal dimension.  The orientation of action is not directed merely to the situation at the moment but also to future states of the system and to the potentialities for future occurrence or change of the objects in the situation.  The future therefore is cognitively differentiated and its probabilities evaluated

above all as differing alternatives of action.  Gratification then is not merely associated with responses to a current situation; it is distributed in time in connection with expectations concerning the future development of the situation.  The conception of the orientation of action by selection from a set of

alternatives thus includes future as well as present alternatives and attendant consequences.   A need-disposition therefore has as one of its essential properties an orientation of expectancy relative to future possibilities.5

 

                We proceed on the postulate that drives tend toward gratification through the cathexis of objects   The interruption of any established process of gratification is a disturbance of equilibrium.  The possible sources of interruption are twofold: first, changes in the situation which make maintenance of an

unchanged relation to the cathected object impossible; second, internal processes which motivate the actor to change his relations to objects.  Thus our conception of the actor's drives is that they are organized in an equilibrated system of relationships to an object world and that this system, if disturbed, will set in motion forces tending either to restore a previous state of equilibrsum or to make stable a new state.  This conception will underlie all our analysis of learning processes and of the operation of the personality as an

on-going system.

 

                In action, therefore, drives do not ordinarily operate simply to gratify organic needs in a pure form.  They are integrated into need-dispositions,6  which are for us the most significant units of motivation of action.  A need~disposition represents the organization of one or more drive elements, elaborated into an orientation tendency to a more differentiated object situation than is the case with elementary drives.  The drive component of a need-disposition is organized with cognitive and evaluative elements.  Cognitively,

objects of the situation are more finely discriminated and more extensively generalized in need-dispositions than in the simpler cognitive organization of drives.  At the same time the selection from value alternatives is not so "automatic" but entails relatively complex and stable orientations to selective standards.

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                5 Without the property of "future-orientedness" in need-dispositions it would he difficult to understand the nature of such phenomena as anxiety.

                6 See p.10, n. 12, of the General Statemput of Part 1.

 

 

 114 Values, Motives, and Systems of Action

 

The equilibrium of drive gratification thus operates within the context of an equilibrium of need-dispositions and their systems.  It is not a direct gratification of elementary drives.

 

                A common formula describing the relations of drive to action is the "tension reduction" hypothesis.  For our purposes this theory is inadequate for three reasons.  First, it fails to take explicit account of the organization of the drive element into the system of need-dispositions.  Second, "tension" tends to be merely a name for an unknown; hence an explanation of action by tension reduction tends to be a tautology to the effect that tension is reduced because it is the nature of tension to seek reduction.  Third, explanation of

action by tension reduction tends to translate action into an oversimplified, relatively undifferentiated rhythm of tension activation and quiescence, so that specific differentiation in relation to elements of the situation and of orientation of action are obscured.

 

                However, whether formulated in terms of tension reduction or otherwise, the careful study of the process of gratification of particular drives has made important contributions to our understanding.  It has produced a first approximation to an analysis of the motivation of behavior.  Our concern here, however, is to consider the problems on more complex levels of organization of motivation involved in human action.

 

                To make this advance from the simplifying hypothesis of need reduction, we must remember that a need-disposition does not operate in isolation in the sense that it may become activated, impel action, culminate and come to rest independently of a whole constellation of other need-dispositions, some of

which work in opposition to (or even as defenses against) the originally activated need-disposition.

 

                This brings to a close our general discussion of motivational concepts.  Our next major step will be to show how need-dispositions (as the elements of the personality system) are related to one another, to the personality system as a whole, and to the world of objects, by means of certain processes which

mediate these relationships.  Then we must show how these processes, when classified in terms of the ways they serve to solve the various major problems of personality systems, comprise the mechanisms of personality.  Before we do this, however, it seems wise to give some special discussion to the specific kind

of motivational variable with which we will be most concerned, that is, the need-disposition.

 

 

                7 The expectations of consequences is nothing more than the cognition of a certain object as leading to a certain set of consequences and the cathexis of an object in the light of its antecedent relationship to a more cathected set of consequences.  In other words, the expectation is nothing more than the cognition and cathexis of a means object qua means to an end. 

 

Personality as a System of Action 115

 

NEED-DISPOSITIONS

 

                Need-dispositions, we have said, are tendencies to orient and act with respect to objects in certain manners and to expect certain consequences 7 from these actions. The conjoined word need-disposition itself has a double connotation; on the one hand, it refers to a tendency to fulfill some requirement of the organism, a tendency to accomplish some end state; on the other hand, it refers to a disposition to do something with an object designed to accomplish this end state.  We have already said that its denotation is a group of orientations (or the postulated variable which controls that set of orientations), all following a pattern involving the discrimination of an object or a group of objects, the cathecting of an object or group of objects, and the tendency to behave in the fashion designed to get the cathected relationship with the object.  In the last analysis, the identifying index of a need-disposition is a tendency on the part of the organism to "strive" for certain relationships with objects, or for certain relationships between objects. 

And the tendency to "strive" is nothing more than the tendency to cognize and cathect  in certain ways and to act in a fashion guided by those cognitions and cathexes.  The differences between a need-disposition and a drive, we have said, lies in the fact that it is not innate, that it is formed or learned in action, and in the

fact that it is a tendency to orient and select with an eye to the future, as well as with an eye to immediate gratification.

 

                Three different types of need-dispositions are chiefly important in the theory of action:

(1) Need-dispositions vis-A-vis the attitudes of and relationships with social objects (these need-dispositions mediate person-to-person relationships);

(2) need-dispositions vis-a'-vis the observance of cultural standards (these need-dispositions are the internalized social values) ; and

(3) role-expectations, which are on a somewhat different level from the other two.8 

Other types of need-dispositions enter as variables into personality systems, but none has nearly the importance of these as determinants of action, particularly when (as is always the case) the various aspects of the personality system are also integrated into social systems and cultural systems.  Note that these three types of need-disposition variables in the personality system correspond to the three types of system which we are considering: the first subsume pure personality-personality relations, the second subsume personah~ty~ultural system relationships, the third subsume personality~social system relationships.  Let us discuss briefly the way in which all of these three types of variables are in fact need-dispositions on the personality level and the way they are all classifiable in terms of the pattern variables, and thus the manifold ways the pattern variables may enter as characterizations of personality systems or of their subsystems.

 

                8 Here we are classifying need-dispositions in terms of their foci; that is, in terms of objects and relationships at which they direct the actor's attention and toward which they direct his strivings.  Chiefly important for our system are two fundamental foci of need-dispositions  social objects and value patterns.  Thus, the first two classes of need-dispositions are listed. Role-expectations, although they incorporate components of both of the first two, are not a special subclass of either but a special way of organizing them

together.  A role always invests both. It is defined by the complementarity of expectations (such that ego and alter must, in some sense, both have need-dispositions which require one set of actions and attitudes by ego and another set by alter; and ego must require of himself what alter requires of him; conversely, alter must require of himself what ego requires of him).  The complementary expectations are both cognitive and

cathectic in their relevance to both personalities.  And the expectations (in order to have this complementary "fit" with one another) must be subject to (or governed by) common value patterns, as was pointed out in the General Statement.  There can be need-dispositions to cathect objects or (object relationships) without this complementarity.  And there can be value patterns which do not help mediate the complementarity of role-expectations.  Nevertheless, a role-expectation itself may legitimately be called a need-disposition within the personality, but it tends to be a slightly different sort of abstraction (from the concrete orientation of the actor), since it gets some of its components from those elements which make up values and some from those elements which make up need-dispositions vis-a'-vis social objects.

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116 Values, Motives, and Systems of Action

 

                In the first place, need-dispositions vis-a-vis social objects are exemplified by the need-dispositions for esteem, love, approval, and response, when these are directed toward specific human beings or classes of human beings, or toward collectivities of them.  In their broadest sense, these need-dispositions include more than role-expectations.  In a sense, they constitute the foundations for the internalization of role-expectations and values.  They are dispositions to discriminate and group social objects in certain fashions, to cathect some social objects or groups of them (or, specifically, certain relationships with social objects), and thus to behave in certain ways vis-a'-vis these classes of social objects.

 

                Values or internalized value standards are, as we have repeated several times, need-dispositions.  That is, they are, on the one hand, needs to realize certain functional prerequisities of the system. (Specifically, they aim at those end states which are not in conflict with and which are demanded by such

cultural value standards as have been internalized and have come to define, in part, the system.) 

On the other hand, they are dispositions to handle objects in certain fashions in order to bring about the cathected relationships.

 

                Role-expectations are "needs" to get "proper" responses and attitudes from alter and "dispositions" to give "proper" attitudes and responses to alter.  In another sense, they are needs to cognize a set of cathected complementary relationships between ego and alter and dispositions to manipulate the self and

the objects in order to bring about the set of cathected relationships.  Note how the role expectation organizes a need-disposition vis-a-vis a social object with a value in terms of which the attitudes, and so forth, are judged "proper."

 

                In the personality system, all of these variables, as we have said, are need-dispositions.  Now, we add that all have value-standard components, and thus all three types of need dispositions are classifiable in terms of the pattern variables.  Need-dispositions vis-a-vis social objects tend to have value-standard components, in the sense that (as was said in the last chapter) any relationship between ego and a social object tends in the long run to be controlled by value standards, and these long-run relationships are the ones mediated by need-dispositions.  Role-expectancies are internalized values as integrated with

object relationships, thus they obviously involve value standards.  And finally the value need-dispositions are themselves the internalized cultural standards which are above all classifiable in terms of the pattern variables.  Let us show how the pattern variables enter the picture at this level of the organization

of personality.  (We point out, however, before we start, that the pattern variables enter the personality picture at several other levels: they may be used to characterize the personality as a whole, or the mechanisms which integrate the variables which we are discussing here.)   At this level they constitute a method for classifying need-dispositions, which are the basic variable of personality systems.

 

Personality as a System of Action 117

 

                With respect to any particular need-disposition, the most elementary alternative is whether or not it is to be released in action in the particular situation.  The alternative which we have called affectivity refers to the inability of the need-disposition to present any internal barrier to direct release or gratification. 

The opposite alternative is for the need-disposition to respect inhibition from immediate gratification when this is demanded for the good of the system.  Where the need-disposition can be held in check - that is, where the mechanism of inhibition may operate - we shall speak of aflective neutrality.

 

                The second pair of alternatives refers to the scope of significance of the object.  In the one case the orientation is defined by the specificity of that significance, in the other, by its diffuseness in the form of an attachment.

 

                The third pair of alternatives defines the basis on which the relation between actor and object rests. In the one case the significance of the object rests on its membership in a general category, so that any object conforming with the relevant general criteria would be equally appropriate as an object for cathexis and evaluation in relation to this particular need-disposition or combination of them.  This is the universalistic alternative.  In the other case the significance of the object may rest on its standing in a particular relationship to ego. Regardless of its general attributes, no other object is appropriate unless the particular relationship to ego exists or can be established. This is the particularistic alternative.

 

                Ego is an object to himself.   As such all the other categories of object-orientation apply to him, but in particular he must categorize himself as an object in value-orientation terms.  The most fundamental basis of categorization, since it defines the characteristics peculiar to social objects, is the distinction between an object as a complex of given qualities and an object as an actor, striving toward goals.  In his self-image or ego-ideal (i.e., the set of need-dispositions which relate him to himself as a social object), the actor may emphasize either the given qualities of his personality, by which he ascribes himself to categories, or he may emphasize his achievement, past or potential.  Similarly, the need-dispositions which relate him to social objects may emphasize their qualities or their achievements.  Thus the fourth of these pairs of alternatives is ascription-achievement.

 

118 Values, Motives, and Systems of Action

 

                Finally, any specific gratification may be sought in isolation from any potential significance of the object other than that of its power to gratify the need-dispositions of ego.  This alternative, since it disregards any significance of the object other than its capacity to gratify ego, we call self-orientation.  On the other hand, the gratification may take place in the framework of an attachment to the particular object from which the gratification is being sought or to some other object which will be affected by the change in the relationship between ego and the former object.  In this case, the object as an entity acquires significance to ego.  Its "welfare" is therefore a value for ego independently of the specific gratifications he receives from it directly.  Since by such an attachment, when the object is a social object, ego and alter constitute a collectivity, we call this collectivity-orientation.9

 

                When we take the step from the consideration of the particular need-disposition to the description of a system of need-dispositions, we must examine the basis on which the different need-dispositions in the system are differentiated from each other.  The starting point for this analysis is provided by the pattern variables in their relevance to the constituents of motivation.  These five variables when cross-classified provide thirty-two possible types of orientations.  These, however, as we have seen, are not all equally relevant to personality.  The problems of which need-dispositions are to be gratified in a given situation and of whether the object has a specific or a diffuse significance are the primary problems because of their direct impingement on motivation.  The variable of affectivity-neutrality comprehends the alternative possibilities of direct gratification and inhibition in relation to objects and occasions, while that of specificity-diffuseness refers to the breadth of the cathexis of the object.

 

                How affectivity can characterize a need-disposition is immediately obvious.  The case of neutrality is more complex.  Affective neutrality in itself does not contain a gratification interest, the term referring simply to the fact of inhibition relative to certain immediate objects or occasions.  But it does mean that the gratification interest is focused on a future goal, or on some other aspect of the object or situation or relation, to which the inhibition, including the attitude of alter applies.  Neutrality therefore characterizes the state of a need-disposition system in which potential immediate gratifications may be renounced because of their incompatibility with other gratification interests of the system.  A need-disposition system is never affectively neutral in its entirety but only vis-a'-vis certain specific opportunities for gratification. 

 

                Accepting the predominance of these two pattern variables for personality, we can construct a classification of four major types of need-dispositions as presented in the four main sections of Fig. 3 in Chapter I.  The concurrence of affectivity and specificity has been called the specific gratification need-

disposition.  Such a need is gratified in specific object cathexis, or attachments, and not in diffuse attachments (e.g., foods, appreciation of specific qualities or acts).  In relation to a social object it is the need for receptiveness and/or response in a specific context on the part of the object.

 

 

                9 The element of collectivity-orientation is the core of what Freud called the superego.  Its source in the processes of identification will be evident from the above. 

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Personality as a System of Action    119

 

                When affectivity occurs together with diffuseness, however, the specific gratification is no longer possible in isolation, since the other components of the object of diffuse attachment cannot be disregarded.  Such an attachment entails the reorganization of specific gratificati9n interests into a system focused on the object as a totality, and in the case of social objects, inherently connected with expectations of reciprocation.  In such a case we may speak of a need for a diffuse attachment, or in current terminology, a need for love

objects.  The need to be loved is its reciprocal in relation to a social object; it is derived conceptually from the complementarity of expectations.

 

                The combination of specificity and affective neutrality in orientation toward a social object represents one of the variants of the basic sensitivity toward positive response which, as we have already indicated, is the basic substantive need-disposition of the human being in relation to social objects. 

It involves the postponement of gratification pending the attainment of a goal or the occurrence of an anticipated situation.  There may also be direct gratification through alter's and ego's own attitudes of approval.  Such an orientation toward a person toward whom there is an attachment, and toward whose

responsiveness one is sensitive, will be called approval.  It is a response to a specific type of action or quality, and it is restrained or disciplined.  The need for this kind of response from social objects to whom we are attached is to be called the need for approval.

 

                It is, however, also possible for affective neutrality to be combined with a diffuse attachment as well.  In this case the relation of the postponed or otherwise renounced gratification interests to each other and to the object is essentially the same as in the case of the need for love, with the difference that

there is a less immediate affectual content.  This we shall designate as the need for esteem.  In the present conceptual form, this is complementary and covers both the need to grant esteem and the need to be esteemed.  Here again we have the need for positive responsiveness, but in this particular case, the

response is given to the attachment without reference to specific qualities or actions.

 

                Within these four basic orientations there is the possibility of a further differentiation through subclassifying each orientation according to the values of the other three.  There is space here for only a brief consideration of a few of these possibilities.  For example, achievement-ascription differentiates the

basic orientations on the dimension of whether a need-disposition is a tendency to orient to alter on the basis of his active strivings or given qualities.10

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                10 If ego orients himself in terms of qualities, he is more apt to be passive.

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120 Valnes, Motives, and Systems of Action

 

                Universalism-particularism presents still another possible range of variation.  In this case, the object of the basic need-dispositions may be chosen by either of two criteria.  On the one hand, the object may be chosen from a plurality of objects on the basis of its universalistically defined capacities or qualities independently of a particular relation to ego except that established by the selection.  On the other hand, an alter who stands in a given particular relation to ego may, by virtue of the fact, be selected as the object of one of the basic need-dispositions.  Thus, in the case of an object of attachment, the basis of cathexis may be the fact that the object stands in a given particular relation to ego (e.g., his mother or his friend). 

The basis of the attachment may be instead the possession by the object of universalistically defined qualities or performance capacities independently of any particular relationship (e.g., the possession of certain traits of beauty or character).

 

                Finally, any one of the four major types may be subdivided according to whether the orientation is or is not in terms of obligation toward a collectivity-orientation.  Thus in the need-disposition for approval (neutrality-specificity) the goal may be shared with alter which means that the actor seeks the approval not only for himself but also for the collectivity of which he is a member.  However, ego's orientation may be independent of the bearing of his actions on alter's values or gratifications.  In the need-disposition for

love, normal reciprocity is collectivity-oriented since sensitivity to alter's needs and gratifications is an essential part of the relationship.  This sensitivity, however, may be subordinated to an interest of ego which motivates him to disregard the bearing of his action on alter's need-disposition.

 

                The need-disposition system of different personalities will contain different proportions of these basic types of need-dispositions and their differences in their distribution in a society.  There will, however, be certain clusters where the range of variability is narrower than chance would produce because of the

particular significance of certain types of need-dispositions in the relevant areas.

 

FUNCTIONAL PREREQUISITES OF THE PERSONALITY SYSTEM

 

                In any system we may discuss the conditions of equilibrium which are in the last analysis the conditions of the system's being a system   Here, we shall discuss these problems as they affect the personality system.  When viewed from the outside, the conditions which must be met in order that the system shall persist are the functional prerequisites of the system.  When viewed from the inside (from the actor's point of view rather than the observer's), these are the functional foci of action organization. 

The over-all problem of personality systems thus may be viewed in two ways:

(1) from the outside, or from the scientific observer's viewpoint, it is the problem of maintaining a bounded system; in other words, it is the personality's problem of continuing to be the kind of system it is.

(2) From the inside, or from the actor's viewpoint, it is the problem of optimization of gratification.  We have already discussed to some extent the external aspect of this problem, and we will take up in a

moment its specific meaning for personality systems.  Let us discuss briefly here, however, the way this problem looks from the actor's point of view.

 

Personality as a System of Action 121

 

                To the actor, all problems may be generalized in terms of the aim to obtain an optimum of gratification.  The term optimum has been deliberately chosen as an alternative to maximum.  The latter is too involved in the traditional hedonistic fallacy which rests on the tautology that gratification is held to be

both the result and the motive of every action, even that which appears to be deprivational in its immediate consequences.  It ignores the consequences of the interrelations of need-dispositions in systems, which in cases of conflict often entail the inhibition and hence deprivation of many particular need-dispositions .

In this sense self-deprivation is a common phenomenon.  The term optimum avoids this difficulty by emphasizing that the level of gratification toward which the personality system tends is the optimum relative to the existing set of particular need-dispositions in the particular situation.  Out of their conflicts within the system often come commitments to particular self-deprivations.  The optimum of gratification is the best that can be obtained from the existing conditions, given the existing set of need-dispositions and the available set of objects.  The personality may thus be conceived as a system with a persistent tendency toward the optimum level of gratification.  This proposition involves no judgment about the absolute level of gratification or the specific gratifications sought or the trend of development of the personality toward higher or lower levels.  It simply asserts that at any given time, and with a given set of need-dispositions, mechanisms will be in operation which will adjudicate among conflicting need-dispositions and will tend to reduce the state of dysphoria (the subjective experience of deprivation) to tolerable limits. 

 

                Our classification of the problems of personality systems is the same whether we are looking at the problems from the outside or from the inside.  Nevertheless, the problems will be stated primarily in terms of the ways they appear to the actor.  Therefore, they may be construed as the various modes in which the problem of optimization of gratification appears to him.  The following classification is in terms of the kinds of problems to be solved.  After this classification has been discussed, we will take up the way the problems break down again depending on the kinds of processes which solve them.

 

                Problems can be classified first on the basis of where the actor sees the problem to lie, that is, in terms of the phenomenological place of the problem.   On the one hand, problems may be seen to lie in the external 11 world: these are cognitive and cathectic problems involving perceived and cathected facts

(or objects) which may be seen to conflict with need-dispositions (in the sense that those need-dispositions implant negative cathexes upon the perceived facts).  On the other hand, problems may be seen to lie within the personality system: these are evaluative problems involving the allocation of functions or time and effort to different need-dispositions, or the adjudication of conflicts between need-dispositions.

 

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                11 It should be noted that the term external when applied to the phenomenological place of a problem is quite different from the term outside which is used to distinguish the way the system looks to an observer.

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122 Personality as a System of Action

 

                Problems can also be classified in terms of the kind of problem presented:  (1) problems of allocation and (2) problems of integration.  This classification crosscuts the external-internal distinction.  Problems of allocation are primarily problems of seeing that the system gets done all of the things that

need to be done.  Thus, in the personality system, it breaks down into two kinds of problems: (a) allocating functions to the various units of the system or subsystems, (b) allocating time or action among the various units so that they may accomplish their functions.  External allocation problems involve chiefly the allocation of cathexes (and thus attention) among different possible goal and means objects (so that all the demands of the situation will be met).  Internal allocation problems involve chiefly the allocation of functions and

time to the various need-dispositions so that all of the requirements of the system will be met.

 

                Problems of integration are primarily problems of adjudicating conflicts between various elements of the system.  External integration problems involve chiefly the problems posed when cognized facts conflict with one another or when these facts "conflict" with need-dispositions.  A fact is in conflict with a

need-disposition whenever it is negatively cathected (since all cathexes arise out of need-dispositions).  These problems are all solved by actions which change the perception or cognition of the situation: these may be overt operations which change the situation, and thus change the perception of it, or they may be operations of reorganization of the perceived facts so they no longer conflict, or they may be merely operations which change the perceptions without either changing the situation (as the observer sees it) or getting a new organization of the facts. These are all primarily cognitive problems.12   Internal integration problems involve chiefly the resolution of conflicts between need-dispositions.

 

                From the foregoing it can be seen that the external-internal distinction when crosscut by the allocative-integrative distinction provides in some sense a parallel structure to the cognitive-cathectic evaluative analysis which runs through our whole work.  This is because the cognitive and cathectic aspects of an orientation (or an orientation group, that is, a need-disposition) are those aspects which relate the actor to the external world.  The actor cognizes and cathects objects.  Here, also, the cognitive is the integrative aspect; it relates objects to one another as all in one class, associated in time, associated in space (being context to one another), or associated as cause and effect.   And the cathectic is the allocative aspect; it serves to distribute attention and interest among the objects.

 

 

                12 Role conflicts may be either internal or external integrative problems, depending on whether or not the roles in question have been internalized.  If they are not internalized, the actor cognizes a fact (to wit, that be must do two incompatible things or incur sanctions), which fact is negatively cathected by the need-dispositions to avoid the sanction involved.  If they are internalized, the actor wants to do two incompatible things at the same time and he has a conflict between need-dispositions.

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123 Values, Motives, and Systems of Action

 

                The evaluative aspects of an orientation or system of orientations, on the other hand, are those aspects which relate one internal variable to other internal variables.  The evaluative aspects handle both allocative and integrative problems at the internal level.  That is, they relate variables in the system to

one another (which is the integrative function) and they relate variables to the system as a whole (which is the allocative function).

 

                We turn now to the kinds of processes or changes in the personality system which can function to solve the problems we have presented.

 

LEARNING PROCESSES AND PERFORMANCE PROCESSES

 

                There are two kinds of systematic changes that occur within the personality system; these changes are always governed by the systematic requirements set forth above. 

First, there are changes determined by the structure of the personality system itself; these we may call the changes of normal performance, or the performance processes.  These processes transmit changes from variable to variable without changing the structure of the system.  They are like the processes whereby the energy of the automobile motor is transmitted to the wheels without changing the structure of the machine involved. 

Second, changes in the structure or pattern of the system itself are occurring all of the time along

side of (and partly determined by) the performance processes of the system.  These we may call the changes of learning, or the learning processes.  It is as if the structure of the automobile's transmission system were being constantly changed while the engine is driving the car.

 

                When the performance and learning processes of a system are interpreted (or categorized) in terms of the ways they solve the functional problems outlined in the previous section, they constitute the mechanisms of the personality system.  The next sections will deal with these mechanisms as such and with their various classifications.  There is, however, an important superordinate problem concerning mechanisms which depend entirely on the learning-performance distinction (when this is taken as relevant to the over-all problem of the system - the optimization of gratification).  It is the controversial problem of the law of effect.  Since all changes in personality systems are governed by the general prerequisite of maintaining the system (that is, of optimization of gratification), it is possible to interpret the effects of any of these processes in terms of the way it serves to solve or help solve this problem.  This means that all processes are governed by what psychologists have termed the "law of effect."  This says nothing more than has already been said; namely, that all processes can be interpreted in terms of what they do for the maintenance of the boundaries of the system (or, again, in terms of their contribution to the optimization of gratification) -

 

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                The problem of the law of effect, however, breaks down into two problems based on the learning-versus-performance distinction. 

The "law of effect as a law of learning" is prominent in the psychology of the Yale school. 

The "law of effect as a law of performance" is prominent in the psychology of Tolman. 

The standard argument in psychology is whether the former is simply a derivative consequence of the latter (as is maintained by Tolman) ; or whether the latter is a derivative consequence of the former (as "law of effect" psychology maintains) 13  This question (even if the truth is all on one side, as may not be the case) need not concern us here; for in either case, we do have a "law of effect" in action and it crosscuts the distinction between learning changes and performance changes in systems of action.  It is simply another

way of saying that the system is a system in both its learning and performance processes.

 

                There are still many controversial questions concerning the nature of the processes by which the outcome of action motivated by a given need-disposition serves to strengthen or weaken the disposition to repeat the action in future situations.  There can, however, be no doubt that in a broad sense an orientation or action which has repeatedly led to more gratification than deprivation of drives and need-dispositions in a given type of situation is more likely to be repeated or strengthened than if the experience has been one of repeated deprivation.  For our purposes this is the essential point about the law of effect.  This point is particularly crucial to the theory of action because of its bearing on the significance of sanctions in interactive relations.  It seems probable that many of the complications of the reinforcement problem relate to the interrelations of many need-dispositions in a system rather than to the conditions of strengthening or weakening a particular orientation tendency by virtue of its gratificatory significance to one need-disposition taken in abstraction from the operations of other need-dispositions.  Our main reservations about some

current learning theory are concerned with the implications of this hypothesis.

 

                A particularly important case in point is the significance to ego of alter's attitudes as distinguished from alter's particular overt acts.  The attitude of an alter is rarely a specific reward or punishment in the sense in which that term is used in learning theory.  It usually constitutes an organized and generalized

pattern under which many particular sanctions are subsumed.  The generality of such an attitude as love or esteem renders it impossible for its relevance to be confined to a single need-disposition.  Alter's attitude therefore affects a broad sector of ego's system of need-dispositions.

 

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                13 Hull's statement would be that, since those actions which foster the maintenance of the system are learned at the expense of those which don't, performances which foster maintenance of the system tend to occur.  Tolman would say that since the animal tends to do those things which he knows will foster the maintenance of the system, and since frequency of performance fosters learning, the animal therefore learns the things that foster the system better than those that don't.

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THE MECHANISMS

 

                All of the processes we have discussed above can be categorized in terms of the way they serve to meet the problems of the system.  When the processes of learning and performance are classified on the basis of the way they serve to meet the requirements of the system, they are termed mechanisms.  That is, a process is a mechanism, insofar as it is viewed in terms of its relevance to the problems of the system.

 

                Fig. 7 gives us a classification of the mechanisms of personality systems.  We have three kinds of distinctions relevant to the classification of the mechanisms:

(1) the distinction between the types of process that may be involved - thus mechanisms may be learning or performance mechanisms;

(2) the distinction based on the phenomenological place of the problems involved - thus mechanisms may be relevant to external or internal problems;

(3) the distinction based on the type of problem involved - thus mechanisms may be mechanisms of allocation or mechanisms of integration.

It should be noted that each of these bases for classification cuts across the other two; thus

there should be eight different types of mechanisms.  We will take up below those portions of Fig. 7 (page 255) most relevant to the psychological problems of action.

 

                The mechanisms of learning.  Learning is perhaps best defined as the acquisition and extinction of orientation and action tendencies.  Thus, for our purposes, the important learning mechanisms deal with acquisition or extinction or any other changes in habits of cognition, cathection, and evaluation (including changes in internalized value standards).  We have already said that our term mechanisms of learning implies that there is a "law of effect" in the field of learning - that is, all mechanisms are in some sense functional with respect to the maintenance of the systems.  Thus the learning mechanism must involve the acquisition of those tendencies which better maintain the system at the expense of those which are detrimental to the system.

 

                The learning mechanisms may be analyzed into categories on the basis of whether they are chiefly cognitive, cathectic, or evaluative; or they may be classified as external, internal, allocative, integrative. 

The two methods of classification will in general accomplish the same thing, as external-integrative

is almost equivalent to cathectic.  Internal, integrative, and allocative is almost equivalent to evaluative. Actually, all learning occurs within the whole cognitive-cathectic-evaluative matrix; thus all of it involves some changes in all these aspects of motivational orientation.  Similarly, all learning has ramifica-

tions for internal and external, allocative and integrative problems. The question of the primacy of one of the modes or categories has to do simply with which aspect of the orientation must undergo greatest change in order to solve the problem.  The terms cognitive, cathectic,14 evaluative define the aspects of orientation process which can be more or less independently varied.  The terms external, internal, integrative, allocative define types of problems.  The parallelism derives from the fact that the changes required to solve these different types of problems ordinarily take place mainly in the parallel aspect of the orientation.  Thus external-integrative problems are always solved by a series of changes of orientation; ordinarily this series of changes (which will involve changes in all aspects of orientation) will involve most change in the cognitive aspect.  We will discuss three different kinds of learning, (1) cognitive, (2) cathectic, and (3) evaluative: these will be different learning processes each of which involves changes in all aspects of orientation, but each of which involves most changes in that aspect after which it is named.  And, owing to the considerations above, these three kinds of learning can be seen as also comprising (1) the external-integrative, (2) external-allocative, and (3) internal, integrative, and allocative mechanisms of learning.

 

126

 

                First, let us take up the mechanisms of cognitive learning.  We shall confine our consideration here to two, discrimination and generalization.  The first concerns the cognition of differences between different objects and different attributes of the same objects in terms of the significance of these differences for the actor.  Generalization is the process by which different objects and groups of them are classed together with respect to those properties which they have in common and which are significant to the orientation of action.  These are both aspects of the "cognitive mapping" of the situation.

 

                The cognitive mechanisms enter into all systems of action oriented toward objects because knowledge or cognitive orientation is inseparably associated with cathexis and evaluation, and the latter cannot occur without it.  As we go on to discuss the other mechanisms of the personality system, we will see that generalization is a necessary condition for substitution and for many of the mechanisms of defense. 

It is a prerequisite for the emancipation from particular object attachments, as well as of any extensive capacity for instrumental manipulation of the situation.

 

                Because of both the continual changes in the situation and the equally continual process of reorganization of the actor's own personality (need-disposition) system, nothing like a stable system of orientations would be possible without some capacity for flexibility in the transfer of orientations from

one object to another.  Thus, the learning process by which different objects are rendered functionally equivalent is essential to the establishment of systematic stability and equilibrium.

 

                Similarly, because of the very different consequences which may ensue upon very slightly different situations, the personality system becomes sensitized to the very slight differences between objects which are indices of important and big differences in consequences.  Thus the learning process by which similar objects become discriminated on the basis of their radically different consequences is very important to the adjustment of the personality system to its environment.

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14 In learning, cognitive and cathectic are more independently variable than in performance.  This is because an actor may retain his principles of grouping but learn to give the objects involved different cathexes (or their value as means or goals changes).

 

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                Next, we take up the mechanisms of cathectic learning.  Here we are faced with the problem of the choice of concrete objects (or classes of objects).  A given need-disposition or combination of them has the alternative at any given time of remaining attached to the same objects or transferring cathexis to new objects.  The process of transfer is called substitution. 

Substitution is the process of replacing one particular object of a given need-disposition by another, which may be in the same class or another class but which in terms of gratification of the need-disposition is to some degree the equivalent of the relinquished object.  Particularly, of course, in the developmental process, object attachments which may he essential at one stage must be given up if a higher stage of personality organization is to be attained. 

Substitution is the mechanism by which this giving up and transfer to another object takes place.  As in the case of other mechanisms, the concept substitution refers to the outcome in the working of the system of a class of processes.  Even though certain regularities in such outcomes are known, much about the processes is obscure and can only be understood after much further research.  In very general terms, however, we may say that there usually must be some combination of barriers to access or retention of the old object (which may be inhibitions or situational barriers) and, as well, positive incentives to cathect the new object.  (All of which is to say that there is a law of effect operating here as there is everywhere in the mechanisms.)

 

                Now let us turn to the mechanisms of evaluative learning.  The expression of a need-disposition is not dependent on its own strength alone but also on its compatibility with other need-dispositions in the same system.  Learning theory hitherto has rightly tended to treat the unimpeded carrying out of a

motivational pattern as unproblematical.  Where it has been impeded as a result of conflict with other need-dispositions, the term inhibition has been employed.  The basic problem here is, of course, that of choice of need-dispositions to be satisfied.  Inhibition refers to a very generalized aspect of this highly complex set of choice phenomena.  The chief features of the concept are two:

first, the checking of the impulse to release a need-disposition into action;

second, the fact that the source of the inhibition is internal to the personality. 

The enormous significance of this mechanism comes directly from the nature of personality as a system which maintains distinctive patterns and boundaries.   Incompatible motivational tendencies are inherently operative; unless the system had modes of protection against the potentially disruptive consequences of the conflicts involved, it could not function as a system. 

 

128 Values, Motives, and Systems of Action

 

                This concludes our classification of the mechanisms of learning insofar as that classification is based upon the phenomenological place of problems, the type of problems, and the kind of learning processes chiefly responsible for solution of the problems. 

It should be noted, however, that the cognitive learning processes, generalization and discrimination, which taken together constitute the learning how to perceive and how to construct an integrated cognitive map of the situation, are the normal learning processes used in the solution of external-integrative problems. (Thus, whether the problem be one of conflict between two facts, between a fact and a need-disposition, or between two different role-expectations, if the problem is solved as an external problem,15 and if it is solved by learning, its solution consists in learning new ways to perceive and thus new ways to manipulate the situation.) 

It should be noted too that the cathectic learning process, substitution, is the normal learning process used in the solution of external-allocative problems.  (Thus, whenever there is a problem of how to distribute attention between different objects or events in the external world, if the problem is solved by learning, it constitutes the learning of a new cathexis, that is, the substitution of a new object of interest for an old.) 

Finally, it should be noted that the evaluative learning process (the learning of inhibition) is the normal learning process used in the solution of internal, allocative, and integrative problems, insofar as the problems require that one or several need-dispositions be held in check while others are being allowed gratification.  (Thus, whenever there is a problem of conflict between two need-dispositions or a conflict over which need-dispositions should get most time and effort for the good of the organism, if the problem is solved by learning, its solution constitutes the learning of an order of inhibition whereby various need-dispositions may be inhibited by others.)

 

                At this point we are going to take up a different method for classification of learning processes, which again cuts across all the classifications made above. We shall classify the learning processes on the basis of the kind of relationship which obtains between the learning actor and the environmental

objects while the learning is going on.  When classified on this basis, learning turns out to be "invention," "imitation," or "identification."   The learning of cognitive, cathectic, and evaluative patterns can, any of them, be either invention, imitation, or identification.  A need-disposition, as we have seen, is organized in terms of patterns of orientation.  A personality confronts the problem of acquiring these patterns for itself by creating new ones, or by acquiring them from some existing pattern which serves as a model.  In the former case we have invention.  In the latter case, we have either imitation or identification (which are both ways that patterns may be acquired from social objects).

 

                15 Such problems can become internal problems, as we have said elsewhere, when the fact which conflicts with a need-disposition (which is negatively cathected in terms of that need disposition) arouses that need-disposition into active conflict with other need-dispositions active at the same time.  When this happens, the problem is internal, and if it is solved by a learning process, the process is an evaluative learning process

 

Personality as a System of Action 129

 

                In the case of invention, the actor has no specific "learning-relevant" relationship with another social object during learning.  That is, he has no model for either imitation or identification.  He has run into a problem which requires a new pattern (because the old pattern has got the system into some sort of problem), so he simply tries different patterns until one of them solves the problem.  Invention may be either trial-and-error learning, in which the actor tries new patterns at random until one of them works; or it may be

"insight" learning in which the actor constructs a new pattern systematically on the basis of several old ones.

 

                The two major mechanisms for the learning of patterns from social objects are imitation, which assumes only that alter provides a model for the specific pattern learned without being an object of a generalized cathectic attachment; and identification, which implies that alter is the object of such an attachment and therefore serves as a model not only with respect to a specific pattern in a specific context of learning but also as model in a generalized sense.  Alter becomes, that is, a model for general orientations, not merely for specific patterns.

 

                With imitation and identification we come to the distinctive part played by social objects in learning. Knowledge and other patterns may be acquired through independent discovery by the actor himself.  But more frequently knowledge is taken over from other actors.16  (This is the type of learning that

forms the basis of the cultural accumulation of knowledge - and of other cultural orientations as well.)

The acquisition of patterns in such a fashion (like all learning), is instrumental to fulfilling certain requirements of the personality system (or of the need-dispositions which are subsystems).  Thus,

we may say that all such learning must be motivated in the sense that it must result from some need-disposition tendency of the personality (or from some tendency generated by a problem of the system as a whole).

 

                It is possible and common for ego to be motivated to acquire a specific pattern from alter without any attachment to alter extending beyond this particular process of acquisition.  Alter thus is significant only as an object from which the pattern is acquired.  It is the pattern not the attitudes of alter as a person which is the object of cathexis.  Alter is only its bearer.  This is the meaning of the term imitation.  Imitation is very prominent in the acquisition of various specific elements of culture, such as specific knowledge, technical

skills, and so forth.  It is much less important in the acquisition of more general patterns of orientation, such as standards of taste, fundamental philosophical or ethical outlooks, and above all, patterns of value-orientation.

 

                16 The relation of ego to the alter from whom he learns a cultural pattern need not involve direct personal contact.  He may for example read a book which alter has written.  This mediation by independent physical embodiments of culture adds only a further elaboration of the same fundamental elements which enter into learning through direct personal contact and need not be analyzed here.

 

130 Values, Motives, and Systems of Action

 

                By identification, on the other hand, we mean the acquisition of generalized patterns of  orientation motivated by an attachment to a social object.  An attachment, as we noted in the last chapter,  develops at the point where not only alter's specific acts are significant to ego as sanctions but where by

generalization ego has become sensitive to alter's attitudes toward him as a person, to his responsiveness when it takes the form of granting or withholdmg his approval, love, or esteem.  In this case the object is not the cultural possessions of alter - what he has - but alter himself as a person – what he is.  The cultural patterns acquired by ego are in fact, as we have seen, part of alter's personality.  They are patterns that alter has internalized.  It is, however, the characteristic feature of cultural patterns as objects that, being

systems of symbols, they are transmissible.  Ego cannot himself become alter, nor can any part of alter's personality so become part of ego's personality that it is lost to alter - in the way, for example, in which a particular article of clothing once worn by alter cannot, if worn by ego, simultaneously be worn by alter. 

An orientation pattern, however, can be adopted without necessitating a change in alter's personality. 

 

                When alter is cathected as a person, as distinguished from specific attributes, possessions, or actions, we speak of an attachment.  (Alter as a person is a complex constellation of attributes, possessions, and actions, significant in a multiplicity of aspects which focus on the significance of his attitudes.)  An attachment thus exists when alter possesses a general significance as an object

for ego, when not merely his specific acts, qualities, and possessions are significant to ego. This generalized significance for ego focuses on ego’s concern with alter's attitudes toward him, and it underlies the development of a need-disposition to attain and maintain certain types of such attitudes. 

For example, instead of the specific gratification of a hunger need being the focus of the significance of the mother, her provision of food becomes generalized into an appropriate expression of her love or approval.  Once the retention of such a favorable attitude has become important for ego, it is possible for other actors

to impose frustrations of particular needs and to have them accepted as long as they can gratify the need to retain the favorable attitude. 

 

                Because of the element of generality in attachments, the patterns of value-orientation taken over through identification are necessarily generalized patterns of orientation.  They are not specific skills or perceptions or appreciative judgments.  The patterns of cultural value-orientation, because of their

generality, are acquired for the most part through identification.  Specific skills, appreciative judgments, and cognitive propositions, however, are often acquired by imitation within the framework of an identification.  The imitative process may be greatly facilitated by its coincidence with identification.17

 

                17 It should be borne in mind that because our knowledge of the mechanisms consists of empirical generalizations, no definitive list can be drawn up.  The number of such mechanisms into which it is convenient to divide the empirical problems involved is a consequence of the structure of the system and the functional "problems" of the system.  But it is also a function of the state of theoretical knowledge at the time.  An advance in the latter may well make it necessary to make a distinction which had not previously been

cu+rrent, or make it possible to consolidate two mechanisms which it had previou4y been necessary to treat separately.  As an illustration of the former change, the mechanism of identification seems to have entered the picture as a result of Freud's discoveries of the ways in which the significant object-relations of childhood lay at the foundation of an individual's unconscious "self-image."  Before Freud the empirically crucial problem covered by the concept of identification was not in the field of psychological attention.

 

Personality as a System of Action 131

 

                The patterns acquired through identification are general patterns of orientation which vary as a function of variations in the character of the underlying attachments.  These variations we shall analyze in terms of the two basic pattern variables for motivational orientation: specificity-diffuseness and affectivity-neutrality. The four combinations of the values of these two variables define the major types of attitude on alter's part, the security of which can become the primary focus of ego's attachment to alter. 

 

                This concludes our discussion of the mechanisms of learning.  The mechanisms of allocation and integration will he discussed below.  This discussion may have relevance to some of the mechanisms of learning, when these are taken in their broader context as mechanisms of allocation and integration

(including learning and performance processes) rather than merely as learning mechanisms.  Nevertheless, since learning has been covered here, the ensuing discussion will tend to emphasize the performance mechanisms of allocation and integration. 

 

                The mechanisms of allocation.  The structure of personality is the result of a cumulative process of commitments between the alternatives of orientation and their consequences for defense or resolution within the system, and adjustment to the situation.  Each possible alternative selection point confronts

the actor with a situation in which he cannot perform two conflicting actions simultaneously.  There are inherent limitations on what is possible, arising from the nature of alternatives and the consequences attending commitment to them.  The choice of one of a pair of alternatives not only excludes the other

alternative but it also affects the direction of choice in other categories as well. 

 

                The result of these limitations is the necessity for an allocative distribution among the possibilities which are logically open.  By allocation we mean the processes by which the action of a system is distributed among its different parts in such a way that the conditions necessary for the maintenance of the

system, or an orderly pattern of change, are met.  Allocative distribution in the personality system may be analyzed into two constituent distributions, the importance of each of which is inherent in the structure of the action system.  The first is external allocation - the distribution of object-selections or event-selections relative to any particular need-disposition.  (The distribution of time and effort to different need-dispositions is primarily an internal problem; thus the choice of one event or occasion over another may be an internal

rather than an external allocative problem, unless both events are cathected by the same need-disposition and are mutually exclusive for some nontemporal reason.  The distribution of cathexis in terms of place and context is simply a subhead of distribution among objects; since objects, in the last analysis, are

constituted by their place or context.)  The second is internal allocation – the distribution of gratification opportunities among different need-dispositions.

 

132 Values, Motives, and Systems of Action

 

                We will take up internal allocation first, because it constitutes the more important of the two allocative mechanisms for personality systems.  Need-dispositions relative to the object world become organized into a differentiated structure.  A variety of specific need-dispositions (for gratifications, for love

from particular types of objects, for approval for particular qualities or performances, etc.) develop from the original drives and energy of the organism in interaction with the situation.  It is inherent to motivational phenomena that there is a drive for more gratification than is realistically possible, on any level or in any type of personality organization.  Likewise it is inherent to the world of objects that not all potentially desirable opportunities can be realized within a human life span.  Therefore, any personality must involve an organization that allocates opportunities for gratification, that systematizes precedence relative to the limited possibilities.  The possibilities of gratification, simultaneously or sequentially, of all need-dispositions are severely limited by the structure of the object system and by the intra-systemic incompatibility of the consequences of gratifying them all.  The gratification of one need-disposition beyond a certain point is only possible at the cost of other need-dispositions which are important in the same personality.18

 

                Next, we turn to external allocation.  Each particular need-disposition generally involves a more or less definite set of cathexes to particular objects or classes of objects.  Hence the allocation of objects is very closely associated with the allocation of gratifications.  Nevertheless, it is desirable to distinguish the allocation of object choices relative to a need-disposition as another of the functional problems of a personality system.  Certain types of commitments to one object preclude assignment of the same significance to another object.  For example, if there is to he a plurality of objects of sexual attachment,

certain features of an exclusive attachment to one object become impossible.  Even though a need-disposition for a certain type of object relationship has been granted precedence, the allocation of the relevant cathexes between appropriate particular objects is still a problem which requires solution if the

system is to operate.19

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                18 Therefore, the allocation of opportunities for gratification between different need-dispositions is as fundamental to personalities as the allocation of wealth-getting or power-getting opportunities between persons, or classes of persons, is to social systems.

 

                19 The fact that ego is in competition with other actors for objects, especially the response of social objects, is of course fundamental to this aspect of the allocative  problem.

 

                20 It is this allocative aspect which Freud called the "economic."

 

Personality as a System of Action 133

 

                The allocative aspect 20 of the organization of the total need-disposition system (i.e., of the personality system) is in a sense the "negative" aspect of its selectivity.  It designates the structure arising in consequence of the necessity of being committed to only one of each of a number of pairs of intrinsically desirable alternatives and thus rejecting, or relegating to a lesser place, the other alternative of the pair.

The second major aspect of the systemic structure is the integration (into a system) of the various elements which have been allocated.  The allocative and integrative aspects of the personality system are complementary.  The allocative commitments distribute time and attention among various need-dispositions, objects, and so forth.  This distribution is regulated by the over-all requirements of the personality system; once the distribution of functions has been made, each of the need-dispositions constitutes a subsystem with its own systemic requirements.  This introduces the possibility of conflict; integrative mechanisms prevent or alleviate conflict.  We next turn our attention to them. 

 

                The mechanisms of integration.  As we have said, integration is a function peculiar to the class of systems which maintain distinctive internal properties within boundaries.  In such a system certain processes become differentiated as mechanisms which solve actual conflicts and prevent threatened conflicts by integrating the internal variables with one another and by integrating the whole system with the situation outside of it.  In relation to personality, therefore, integrative mechanisms have two main classes of functions. 

The first is the integration of the subsystems created by the allocation of functions into one over-all system.  This involves the forestalling of potential conflicts and minimizing their disruptive consequences for the system when they arise.  This class of functions is handled by what we have called the internal integrative mechanisms.  They are also sometimes called the mechanisms of defense. 

The second class of functions is the adjustment of the system as a whole to threatened (or actual) conflicts between it and the external environment.  This class of functions is handled by what we have called the external integrative mechanisms.  They are also sometimes called the mechanisms of adjustment. 

 

                We will discuss first the mechanisms of defense.  These, as we have said, handle conflicts between different need-dispositions.  Though many features of conflict between need-dispositions are specific to the particular need-dispositions concerned and the particular situation, there are certainly general properties of conflict and the response to it which we can analyze here. 

 

134 Values, Motives, and Systems of Action

 

                Before we can give a complete discussion of these general properties of conflict and the responses to it, however, we must introduce the problem of fear.  Although fear is in fact out of place here, as it is one of the chief problems of external integration, we must nevertheless discuss it briefly because it is the genetic antecedent of several important problems of internal integration. (It will be discussed further when we take up the external-integrative mechanisms.)  Fear is the cognition and cathexis of a negatively cathected fact in the external world.  Since all cognition-cathexes have a temporal dimension (that is, they are expectancies) we can say that fear is the cognition of an expected deprivation.  The negatively cathected object (that is, the expected deprivation) is placed phenomenologically in the external world.  Thus fear is an important antecedent to the mechanisms of external integration; it may be seen as a superordinate situational antecedent for a whole set of mechanisms of adjustment.  For our present purposes, we must show the relationships of fear to pain and anxiety, both of which are relevant to mechanisms of internal

integration.  Anxiety is internalized fear.  That is, when a fear of deprivation has been experienced often, the organism develops a need-disposition to avoid the objects involved and to avoid the situations in which the fear arises.  The arousal of these internalized fears constitutes anxiety. 

 

                Pain is the actual deprivation of need-dispositions (fear is only an expectancy of that deprivation; anxiety is a specific need-disposition aimed at avoiding even the fear of deprivation).  Both anxiety and pain are problems of internal integration.21  An aroused anxiety need-disposition conflicts with other need-dispositions; it constitutes an internal threat to the system.  Similarly, any deprived need-disposition conflicts with the requirements for the functioning of the system and constitutes an internal threat to the system. 

Finally, any internal conflict, whether generated by a specific anxiety, a specific deprivation, or simply a recurrent conflict between need-dispositions, generates its own anxiety" need-disposition which constitutes, now, a need to avoid the conflict.  In this last sense anxiety may be interpreted as a warning signal within the system for the personality to mobilize its resources in order to meet any threatened conflict and minimize disruptive consequences.  It is a universal correlate and condition of activation of the mechanisms of defense. 

 

                Complete resolution of a threatened conflict would necessitate modification of either one or both of the relevant need-dispositions so that in relation to the exigencies of the situation no deprivation would be imposed.  Resolution in this sense is continually going on in normal personalities and should authentically be called the first mechanism of defense.  It may well be that cognitive generalization plays a particularly important part in the process.  A variety of other processes may be involved in resolution.  The strength of one or both of the need-dispositions may be altered so one gives way.  Their structure may be changed to eliminate the particular strains.  Objects or occasions may be reallocated. 

 

                The resolution is always accomplished by giving primacy to one or the other (or to some superordinate value) of the conflicting need-dispositions.  Thus normal resolution may be seen as always involving choice, which, as we have shown, is based on values and the pattern variables. Therefore,

evaluation itself might be seen as the normal mechanism of defense.

_____________________________________________________________________________________

 

                21 Pain may also be a problem of external integration, as will be seen.

 

Personality as a System of Action 135

 

                Frequently, however, the strength and rigidity of either or both sides are too great for much or full resolution to take place.  Then special mechanisms of defense are resorted to.  Before we continue, we must introduce a digression to explain the nature of our list of these special mechanisms. 

The reader will remember that we held the distinction between external and internal integrative problems to be roughly parallel to the distinction between the cognitive and evaluative aspects of orientation.

This parallelism, we said, was due to the fact that

external integrative problems were usually solved by changes in the cognitive aspect of orientation and

internal integrative problems by changes in the evaluative aspects of orientation.

This parallelism held up fairly well in discussion of the learning mechanisms. Also, in our discussion of the allocative mechanisms, the external allocative mechanisms involved chiefly changes in evaluative procedures. Finally, the normal performance aspect of the internal integrative mechanisms (that is, the resolution of conflicts between need-dispositions by application of standards of primacy relations based on pattern-variable choices) were evaluative, as they should be according to our parallelism. As we will see later, the normal external integrative mechanisms will involve chiefly cognitive changes, as they should according to the parallelism.  The abnormal or rigid internal mechanisms, however, apparently are not open

to interpretation in these parallelistic terms.  This seems to be owing to the fact that the problems of conflict, which are actually internal conflicts between need-dispositions and are thus internal problems, are often not recognized by the actor as internal problems at all.  On the contrary, they are often localized by him in the external world, and thus solved as though they were external problems of integration.  We are forced to make a choice: we see that phenomenologically they seem to be problems of adjustment for the subject involved; yet we know that there is behavior which indicates a real (although perhaps subconscious) subjective awareness that these are internal problems.

 

                Thus we list all of the mechanisms aimed at the resolution of internal problems as mechanisms of defense, even though we know that the actor-subject is not always aware that these are mechanisms for the resolution of internal problems.  It will be remembered that external integrative problems are resolved primarily by cognitive changes; this will be seen to hold true when we take up the mechanisms of adjustment.  It was said that internal integrative problems are solved largely by evaluative changes; it will be seen in the following paragraphs that many if not most internal integrative problems are so distorted as to constitute seemingly external integrative problems for the actor.  Therefore, most of the mechanisms which solve them will involve primarily changes in the cognitive sphere. 

 

                Here we will simply list and define briefly each of the special mechanisms of defense. 

 

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                First is rationalization.  This involves a distorted perception by the actor of the relation which obtains between his need-dispositions and the goal of an action. The goal is "seen" to be relevant to (and cathected by) one set of need-dispositions (need-dispositions of which the person is proud - often his

values).  Actually the goal is cathected by another set of need-dispositions, which are not even seen to be operative in this situation.  Usually the need-dispositions which are kept out of the picture would come into conflict with some value need-dispositions of the actor if they were allowed in the picture.  Thus a conflict is averted by the technique of rationalization.  Although this mechanism is primarily a method for handling problems generated by internal conflicts, the problem often appears to the actor as one of adjustment. 

Ego is threatened by the negatively cathected perception of himself (if he sees himself as possessing a characteristic which he does not like, he will be constantly uncomfortable in the presence of the perceived trait, which, by definition, constitutes a deprivation).  Therefore, ego chooses to distort the facts so that

he may perceive himself as a cathected object.  The problem can be perceived as an external problem by ego, because of the fact that ego as actor can perceive himself as an object.  Rationalization occasionally arises as a purely adjustive mechanism (i.e., dealing with really external problems) when it is used as a method of distorting a negatively cathected fact that really arises out of the external world (as when one justifies something which he wants to believe with sophistic arguments). 

 

                Second is isolation.  This is the refusal to cognize and cathect an object in terms of one need-disposition, A, while it is being cognized and cathected in terms of another conflicting need-disposition, B. Thus an overt conflict between A and B is avoided.  This involves a distorted perception of the object

which will obscure its relevance to A.

 

                Third is displacement.  This is the removal of the positive cathexis implanted by need-disposition A from an object which is negatively cathected by need-disposition B; and the attachment of that positive cathexis to a new object which is not negatively cathected.  This is nothing more than substitution, which has already been discussed, under conditions of conflict and for the purpose of resolving conflict. 

 

                Fourth is fixation.  This is the obverse of displacement. It is the compulsive retention of a cathexis on the least threatening object in order to avoid some conflict that would be engendered by the substitution that would normally occur in the development of the personality. 

 

                Fifth is repression.  Repression involves the destroying of internal systematic interconnections between some threatening need-disposition and the rest of the system; this is accompanied by radical repression of the offending need-disposition. The threatening need-disposition is cut off from normal

internal interdependence with the rest of the personality system and at the same time it is denied direct gratification. 

 

                Sixth is reaction formation.  This is a special case of repression.  When the threat is originally engendered by a conflict between two need-dispositions, the more threatening of the two is repressed, and the one with which it conflicted is reinforced.

 

137 Personality as a System of Action

 

                Seventh is projection.  This is a combination of repression, reaction formation, and rationalization, in a special fashion.  Ego represses a threatening motive and reinforces the motive which did not allow tolerance for the repressed motive, just as in the case of reaction formation.  Then ego refuses to

see himself as possessing the repressed motive, and he explains the anxiety generated by the repression by seeing alter as possessing the motive which he cannot tolerate.  Thus, the "reaction" need-disposition (the one that does not allow tolerance) can negatively cathect alter instead of implanting a negative cathexis on ego himself, which would irivolve continual deprivation and pain. 

 

                These are the principal classical mechanisms of defense.22   In each case normal learning mechanisms are operative with the addition of special features imposed by the situation of conflict, in consequence of which modifications of both intensity and direction occur.  If full resolution of conflicts fails, the other mechanisms of defense reduce conscious anxiety and otherwise minimize the disruptive potentialities of conflict.  But at the same time, this is possible only at the cost of impairment of potential activities, which will be severe according to the degree of failure of full resolution.  The overt manifestations of these impairments of function are the symptoms of psychopathological disorders. 

 

                The consequences of the mechanisms of defense, which are operative to some degree in every personality, are the introduction of a set of modifications of the need-dispositions. 

 

                The mechanisms of adjustment solve external integrative problems.  Here we are confronted with problems of two types: there may be conflicts between facts, or there may be conflicts between facts and need-dispositions.  In the first case (which is less important for the whole personality system) we have

a conflict between two possible ways of perceiving (i.e. cognizing) the external world; and since the actions of the actor are determined by his orientations, these conflicting facts bring about impulses to conflicting actions. 

 

                The latter case, which is of prime importance for personality systems, involves what we called the conflict between a fact and a need-disposition.  How, one may ask, can a fact conflict with a need-disposition?  For our purposes, a fact is nothing more than the cognition of an object or an event. 

It has simply the status of any phenomenological object. 

An object can be said to conflict with a need-disposition whenever it is negatively cathected. 

Any need-disposition which implants negative cathexes on anything (and it seems that all need-dispositions negatively cathect some deprivational objects) constitutes a tendency to withdraw from or to abolish the deprivational phenomenological object.  In the case of a negatively cathected fact, the tendency of

the need-disposition is to change those facts which conflict with it.  Facts can be changed by means of actions that change the actual relations between objects and thus change the perception of those relations (the perceptions being the facts); or facts can be changed by merely distorting the perceptions of the relations between objects without really altering the relations at all.  In either case the problem is solved by constructing a new set of perceptions in which the "facts" cognized are no longer in conflict with the need-dispositions; that is, by bringing about a situation where the negatively cathected facts are not cognized. Insofar as there is a personality problem here, it is chiefly a problem of altering the cognitive aspect of the orientation. 

 

 

                21 Sublimation is not a special mechanism of defense in this sense hut a special ease of the normal learning mechanism of substitution It may, of course, play a highly important part in resolution of conflicts. 

 

138 Values, Motives, and Systems of Action

 

                Every personality problem, of course, involves need-dispositions, and thus it involves cognitions and cathexes and (usually) evaluations too.  The question in classifying the problems, however, is this: which aspects of the orientation (and the system too, since every change in the orientation is at least a

superficial change in the system) is chiefly important in the changes which must be made to solve the problem. 

 

                Usually conflicts between need-dispositions and facts are of a rather superficial nature, in that the fact is not an actual deprivation of the need-disposition but rather simply a threat of deprivation - something instrumental to deprivation which, if allowed to continue, might result in actual deprivation.  Such problems can be solved by changing the facts before the negatively-cathected threat of deprivation brings about the deprivation itself.  If the threatened deprivation is not counteracted, actual deprivation may ensue,

bringing about actual pain.  In this case the deprived need-disposition comes into conflict with other need-dispositions and with the system as a whole by blocking normal process.  At this point, the problem is no longer external but internal, and the mechanisms of defense come into operation to defend the system against the perseveration of the injured need-disposition (better amputate the diseased element than give up the whole system). 

 

                It can be seen that the entire discussion above may be interpreted as a discussion of fear.  Whenever a perceived fact constitutes the threat of deprivation of one of the need-dispositions, then we have what we called fear.  Thus, we can say that the mechanisms of adjustment are ways of doing away

with fears, or with actual deprivations, by changing the relationships which are seen to obtain between the personality and the world of objects (chiefly, for our purposes, social objects).  Also, referring back to the beginning of this section, we may say they are ways of solving conflicts between facts themselves. 

 

                Let us discuss briefly the method for adjudicating conflicts between two factual propositions, before we go on to discuss the methods for solving conflicts between facts and need-dispositions.  The normal method for adjudicating conflicts between dissonant cognitive elements within one orientation is

"reality testing."  This has to do with allowing the law of effect to operate, insofar as it applies to the acceptance or rejection of cognitions in both learnmg and performance.  It is the external equivalent of the internal tendency toward optimum gratification in the sense that it represents an adjudication of the various possibilities of cognition.  It is the descriptive term for the process of selecting objects of attention, focusing on some and avoiding others as possibilities for gratification and dangers of deprivation.  Like other functions this cognitive system is oriented to the future as well as the present.  What it does is to adjudicate conflicts between different possible cognitions by looking into the future to see which actually serves to guide action in a fashion which is most gratifying and least deprivational in the long run. 

 

Personality as a System of Action 139

 

                Reality-testing is functionally crucial to the personality system as a link between the system and the situation.  It imposes limits on the variability of action.  It allows the actor to group objects in terms of their expected outcomes, and thus to stabilize, in some sense, the outcomes he gets from interaction with objects. 

 

                When we come to problems of conflict between facts and need-dispositions, a learning process similar to reality-testing provides the normal method for their resolution. The actor must learn to perceive new relationships which will guide action in such a fashion as to avoid the deprivation.  This is the problem of inventing and learning new patterns of perception.  For example, when ego is in some immediate danger, he must find some relationship - usually causal - between some event he knows how to produce by his own action and the event that he wants, that is, the averting of the calamity.  He does this by reality-testing his invented patterns until one of them succeeds in avoiding the deprivation. 

 

                The normal techniques of adjustment are parallel to the normal mechanisms of defense (which involve simple evaluative choices based upon the pattern variables).  As was true in that case, so it is true here that there are certain cases where rigidity prevents normal resolution of conflicts and thus gives rise to special mechanisms of adjustment.  The cases where rigidity prevents normal external integration arise chiefly when the actor suffers real or threatened deprivation of cathected relationships with social objects.  Four major types of problems are possible here.  At this point the pattern variables enter the picture in a new way.  They define certain typical problems of adustment to which the personality is exposed in its relations to the social objects of the situation. These problems derive from the conditions required for the fulfillment of the four main types of need-dispositions arrived at in the table which cross-classified affectivity-neutrality with specificity.diffuseness.  Each of these kinds of need-disposition presents the personality with a special kind of problem of adjustment.  We will discuss these main types of need-dispositions only in terms of their relevance in mediating attachments to social objects. 

 

140 Values, Motives, and Systems of Action

 

                First is the need-disposition that results from the combination of specificity and affectivity. 

This constitutes the case where the actor is striving for immediate specific gratification vis-a-vis an object. 

If there is no internal barrier to gratification, the primary factor on which gratification depends is the availability of the appropriate specific objects.  A problem is occasioned by absence, or threatened deprivation, of the specific objects.  Anxiety focuses on this possibility.23  The need-disposition may, of course, cope with such a threat actively or passively. 

 

                Second is the need-disposition that derives from the combination of diffuseness and affectivity.  This constitutes the case where the actor strives for love or affection.  Here the problem is that of maintaining the security of the attachment, including the dependability of alter's attitude of diffuse love or

affection. 

 

                Third is the need-disposition that derives from the combination of neutrality with specificity.

This constitutes the case where the actor strives for approval by alter.  Here again the problem is that of the availability of the appropriate object, which this time is the attitude of approval of alter.  These attitudes may be actively sought, or they may be passively "hoped for." 

 

                Fourth is the need-disposition that derives from the combination of neutrality with diffuseness.

This constitutes the case where the actor strives for esteem by alter.  Here the problem is that of possible loss of esteem by alteration of ego's relationship to the object.  It is not ego's immediate gratification opportunities which are threatened; rather, the danger is that ego will not fulfill his obligations to alter, these obligations being the conditions of future gratifications.  Alter's attitudes, again, are of paramount significance.  This time it is not a question of alter's approval of specific acts or qualities but of his esteem for ego as a person. 

 

                In all of these problems, the threat on which anxiety is focused is the possible disturbance of ego's cathected relationship to alter as an object.  To resolve these problems, to cope with these threats, there are two fundamentally opposite directions in which ego's need.dispositions can be modified. 

Ego may intensify his motivation to retain and consolidate the relationship or

he may accept the possibility of its  relinquishment. 

The intensification of the need to retain the attachment to alter as an object results in dependency.  If, on the other hand, the path of relinquishment is taken, we may speak of compulsive independence, which may concretely involve a reaction formation to dependency needs.  When selections have been made from these alternatives, the question whether the search for security by retention or relinquishment is to be sought by active or passive devices still remains. 

 

                With this introductory discussion complete, we may now proceed to classify the special mechanisms of adjustment, which are all applicable to the four major types of problems of adjustment to social objects.

 

23 It is lack of receptiveness andlor responsiveness on which anxiety focuses.

 

Personality as a System of Action 141

 

                When ego chooses to cope with the threat by striving to retain the relationship with alter, we may speak of dominance as the active alternative and submission as the passive alternative. 

Dominance thus means mitigation of the danger of loss or deprivation engendered by ego's attempting actively to control the object on which he is dependent or with whose expectation he must conform. 

Submission, on the other hand, seeks to forestall unfavorable reactions of alter by ego's ingratiating himself with alter and fulfilling his wishes. This presumably must be correlated with the renunciation of one set of ego's conflicting needs, a renunciation which may be possible only through the operation of the mechanisms of defense.  Indeed, from one point of view the mechanisms of adjustment as ways of coping with threats or relations to objects must always have their counterparts in mechanisms of defense as ways

of coping with threats arising within ego's own personality.  This complementary relationship is inherent in the kind of significance and importance which object attachments have for the whole personality.  It follows from this that the most strategic need-dispositions are those which mediate the reciprocal attachments. 

 

                Turning to the case of willingness to relinquish the attachment to alter, we again find the corresponding possibilities.  Aggressiveness is the active alternative and withdrawal the passive.  Aggressiveness is basically the need-disposition to get rid of a noxious object - to take active steps to render the objject's noxious activities impossible.  This may or may not entail what is ordinarily considered injury to or destruction of the object; it may be limited to the prevention of certain activities.  The case where injury to the object is positively cathected is a further complication of aggressiveness; it may be called sadism.  Withdrawal scarcely needs comment.  It is renunciation of the object, accompanied either by inhibition of the need-disposition (which may require repression) or substitution of a new object (which may involve

displacement).  The logical relations of these four primary mechanisms of adjustment are shown in Fig. 8 (page 256). 

 

                As in the case of sadism, dynamic relations between the mechanisms of defense and of adjustment may be established from which many of the clinically familiar patterns of motivation may be derived. 

For example, masochism may be treated as involving the combination of submission as a primary pattern of adjustment with strong elements of guilt-feeling and hence a need-disposition to accept suffering.

This combination may in turn favor a positive cathexis (e.g., in erotic terms) of certain states of suffering at the hands of an object of attachment.  Or, to take another example, compulsive independence taking the passive form of withdrawal from love attachments may be combined with expression of a dependency need in the affectively neutral form of a compulsive need for approval. 

 

                The outcome of such motivational combinations may be a selective orientation as between the different types of attachment as formulated in terms of the basic pattern-variable combinations of Fig. 3. Thus a need to secure specific approval through dominance will pose quite different problems of execution

from those entailed in a need to ensure an attitude of diffuse love on alter's part.  To carry out all these possibilities would involve us in far too much classificatory detail for present purposes. 

 

142 Values, Motives, and Systems of Action

 

                Before leaving these questions it is important to emphasize again that there are processes of resolution in this area as there were in the sphere of internal integration.  The actor's relation to his world of objects is, in fact, continually changing, and adjustments to these changes must continually be made.  So far as this adjustment is carried out without manifestation of strain or conflict, it is to be regarded as a process of learning and the normal mechanisms of learning will operate.  There will be not only in the developmental period but throughout life a continual succession of new reinforcements and extinctions, inhibitions, substitutions, imitations, and identifications.  The special mechanisms of adjustment come into operation only when the normal learning mechanisms fail to operate without strain, when the resolution is incomplete or absent. 

 

                The process of internal integration and situational adjustment are, as noted, interdependent with each other.  A new adjustment problem which cannot be resolved by normal learning processes creates a strain that reacts not merely on one or two need-dispositions but has repercussions in the system of need-dispositions.  If in turn these repercussions, which will always create some conflicts, cannot be adequately resolved, mechanisms of defense will come into operation.  Conversely, the operation of a defense mechanism arising out of an internal conflict will create in the need-dispositions concerned needs either to intensify some of their cathexes or to withdraw them.  Unless these needs can be fully inhibited, the result will be the intensification or creation of a problem of adjustment, which in turn may activate or intensify a mechanism of defense.  Thus the processes of resolution, of defense, and of adjustment are all mutually interdependent. 

 

                Anxiety, as we have seen, is the danger signal given by anticipations of danger to the equilibrium of the personality from within.  There are other dimensions of a diffuse feeling of dysphoria.  One type of special significance to our study is that manifested in relation to ego's own violation (actual or anticipated as possible) of value standards which he has internalized.  Here the relation to the internal integration of personality, on the one hand, and to situational objects, on the other, is significant.  Such a dysphoric feeling

directed toward ego's own internalized standards, in such a way that he himself is the judge, may be called guilt.  If, on the other hand, the orientation is toward alter's reaction, according to what are interpreted to be his standards of approval or esteem, it may be called shame.  If finally it is concerned only with overt consequences which will be injurious to ego, it is fear. 

 

Personality as a System of Action 143

 

SUBINTEGRATIONS IN THE PERSONALITY SYSTEM

 

                In the preceding section we have been discussing certain complex need-dispositions engendered by the problem of maintaining the level of gratification in the face of threats from within the personality and outside it.  We have said nothing about the possibility of these need-dispositions becoming dominant features in the integration of the personality system. It is to this that we wish to give our attention at this point. 

 

                The personality system is an organized set of primary and complex need-dispositions which are related to one another in a hierarchical way.  Certain of the need-dispositions are generalized and fused with more specific need.dispositions.  Thus, such need-dispositions as aggressiveness, dominance,

submissiveness, and so on, might find release simultaneously with more specific need-dispositions; for example need-dispositions for love, achievement, erotic gratification.  This simultaneous gratification of several need-dispositions gives unity to the personality system.  It provides what Murray has called the “unity thema"; but it does more than provide a unified pattern of orientation.  It is also an allocative and integrative factor. 

 

                Integration, however, is not a homogeneous phenomenon.  We may speak of total integration and subintegration.  Subintegrations are groupings of need-dispositions around certain objects or classes of objects or around object or occasion modalities.24  Particular sets of need-dispositions will be activated

and gratified by certain objects; that is, they will press for release and will be released without disruptive conflict with their "co-operative" need-dispositions in connection with certain objects.  Insofar as several need-dispositions (whatever their level of complexity) are simultaneously gratified in a stable recurrent manner about particular objects, object classes, or modalities, we shall speak of subintegrations (regardless of whether the simultaneous gratification is accompanied by resolution or by some mechanism of defense or adjustment). 

 

                These partial integrations within the personality structure are built up in the course of particular sequences of experience (experiences of action and interaction in a situation).  They acquire a kind of relative independence in their functioning, a "functional autonomy."  The situation which provokes one

of the constituent need-dispositions of the integration system also provokes the others.  Each subsystem, so far as it has become an integrated system, becomes a unitary need-disposition, itself, with its appropriate gratifications, more complex in structure and with wider systemic connections and ramifications than more elementary need-dispositions (e.g., for love, esteem, etc.).  Through their repercussions in the personality system these subsystems may either indirectly or directly produce real conflicts with other subintegrations.

 

                24 A compulsive fixation on time-allocation is a familiar phenomenon.  Special significance of particular places, such as a home, is also an example.

 

144 Values, Motives, and Systems of Action

 

A subintegration such as a need-disposition for passively received love might come into conflict with some other need-disposition, primary or complex, or with another subintegration such as the compulsive need for independence from authority.  Thus conflict might be dealt with by allocative resolution, as by the selection of love objects and sources which neither exercise nor symbolize authority; or it might be dealt with by some defense mechanism such as repression or reaction formation.  With the mastery of conflicts between

subintegrations of need-dispositions, we return to the phenomenon of the total integration of the personality system. 

 

                Again the hierarchical organization of need-dispositions plays a central part.  One generalized complex need-disposition is especially significant here: namely, that built around the self-collectivity orientation alternative. 

 

                There are two primary aspects of this integration about collectively shared values.  In the first place the values of the collectivity themselves define areas of control and areas of permissiveness.  That is, there are areas in which ego is expected to he guided by considerations constitutive of his membership in the collectivity, and other areas of permissiveness, within which he is free to act and choose independently of obligations of membership.  This distinction will exist with respect to every institutionalized role definition and normally will become incorporated into personality structure in the form of a generalized need-disposition, usually called a "sense of obligation."  It will be a need-disposition to conform with institutional expectations. Insofar as ego's personality structure is integrated with and by such collective value-expectations which impose obligations upon him, we will speak of "superego-integration."   When, in addition to the integration with collective values the area of permission to pursue his own interests and/or values irrespective of (not in conflict with) role-obligations in collectivities is included, we will speak of "ego-integration." 

 

                This distinction between modes of personality integration relative to collectivity membership obligations should be clearly distinguished from another set which is also important in the analysis of such obligations: conformative" and "alienative" need-dispositions.  The latter, exceedingly crucial distinction concerns in the first instance the articulation of the personality system with the role structure of the social system; it stresses the involvement of role structure (in one crucial respect) in the structure of personality.

The value patterns institutionalized in the role-expectations of ego's roles may become an integrated part of his own personality structure, in which case he will have a need-disposition to conform with the expectations of the role in question.  On the other hand, this integration may be absent, and he may have one of a number of possible types of need-disposition to avoid, or to rebel against, conformity with such expectations. A need-disposition to conformity or alienation acquires a special compulsive force when in addition to or in place of the general need-disposition there develops a specific anxiety about the attitudes of the object. 

 

Personality as a System of Action 145

 

                It should be clear from the whole foregoing analysis that a personality does not have in a simple sense one homogeneous "superego," but precisely because he is involved in a multiplicity of roles in as many collectivities, he has several superego-integrations in his personality.  Very frequently the most

important internal as well as external conflicts are not between obligations imposed by a general collective value system and "self-interest" but between the obligations of different roles, that is, between the constituent, more or less specific, need-dispositions in the superego.  The actor is put in the position

of having to sacrifice one or the other or some part of each.  This is an authentically internal personality conflict, and not merely a conflict over the possible "external" consequences of sanctions; as such it is extremely important. 

 

                A certain trend of thought tends to treat personality simply as a cluster of what in the present terms would be called superego-integrations.  The importance of this aspect of personality is indeed great, but it alone is not adequate and would introduce serious biases unless related to other aspects.  Not only does there seem to be much evidence for the importance of areas of sheer gratificatory autonomy without reference to any role obligation, but also it is within the area of autonomy vis-a'-vis defined role obligations that individual "creativity" 25 and personal morality occur.  This autonomous area of individual action may occur within a zone of permissiveness provided by the institutional structure of the society; it might also exist in zones which are institutionally regulated, but in accordance with standards which are contrary to the predominant institutional expectations. 

 

                Another basic element in the comprehensive integration of the personality system is a "personal value system."  This problem will be taken up in the following chapter.  At this point it should be emphasized that the integration of a personality as a concrete empirical action system can never be a simple

"reflection" or "realization" of a value system.  It must involve the adjustment of such a value system to the exigencies of the object situation and to the exigencies of organic needs.  There is, therefore, a presumption that the integration of the value system into action will be less than perfect.  There will be necessary elements of compromise, evasion, and more or less open conflict.  This is particularly true because of the "historical" character of both personal and social value systems.  The personal value system is built up in

the course of a career, the different components of which, especially in a complex society, may not articulate very well with each other.  In general it can be said that the nonintegration of the personal value system is "veiled" by the mechanisms of defense. This means that the actor is usually only partially aware of the structure and importance of many of his conflicting elements - unless, of course, he has been very thoroughly psychoanalyzed, and even then much will remain obscure. 

 

                26 If individual "creativity" is required by a set of role-expectations, then, of course, it

does not occur in the area of autonomy.  Thus the scientist is expected to create theory.

 

146 Values, Motives, and Systems of Action

 

                But although the integration of personality in terms of the value system is always less than perfect - and is, in fact, usually considerably so - it does not follow that the degrees or modes of integration are unimportant.  They are of primary significance. 

 

                For example, the characterization of total personalities, in terms of what Murray calls their "unity thema," clearly presupposes an analysis of the degree and nature of the integration of the personal value system.  But because of its applicability to both personality and social system levels, it has seemed

best to treat the general problem of the structure of value systems separately in the following chapter.  It is clear that the results of this treatment should be incorporated into the analysis of personality as a system and are not to be thought of separately as relevant only to problems of "culture."  Similarly, in the formulation of an over-all characterization of a personality, the manner and degree of its integration in the social structure presents a critical problem. The following discussion presents a first approximation to the solution of this problem.

 

THE ARTICULATION OF PERSONALITY AND SOCIAL SYSTEMS

 

                In the analysis of the empirical interdependence of personality and social systems, the best point of departure would be an examination of the points of contact between the two types of system.  This procedure has been rendered much more feasible from a theoretical standpoint by virtue of our derivation

of all major concepts from a few basic categories of the theory of action.  The use of the same set of basic categories for the description of discrete actions and for the description of systems allows us to study not the identities of the two types of system but the points of their integration and mal-integration which is the central empirical problem of this field of social science. 

 

                In Fig. 9 we have schematically summarized the component elements of the two systems with a view to showing the areas in each system which correspond to the other.  In what follows we shall present some brief considerations on these points of empirical articulation or correspondence between the

concrete structures in the two systems. 

 

                In the left-hand column Fig. 9 presents a minimum list of structural elements of a social system, all of which must be present in any empirical case.  These are first the two primary classes of unit elements of the social system:

(1) the ways in which actors are categorized as objects of orientation, that is, by qualities (age, sex, territorial location, collectivity memberships) and performance capacities, and

(2) the ways in which the roles in which they act are defined, the types of pattern and their distribution. 

The two together define the role structure of the system; the first defines the actors'

characteristics on the basis of which they are assigned to roles, and the second defines those roles (in terms of who shall occupy them and of the requirements the occupants must meet) and the relations of roles to one another within the system. 

Next, every social system must have an organized allocation of orientations vis-il-vis the two fundamental types of interests in objects, the instrumental and the expressive.  This includes the distribution of transferrable objects of interest, facilities and rewards, and therefore it includes the structure of the systems of power and of prestige. 

Finally, every social system has structures of primarily integrative (or in the social sense, moral) significance - on both the cultural and the institutional levels.  In the latter case the most important phenomenon is the presence of roles which carry special institutionalized responsibility and with it both authority and prestige greater than those of most actors in the system. 

 

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                We may now begin to examine the implications of the existence of these fundamentals of the social system for the personality organization of its component actors.  In the first place, it is quite clear that there must be a fundamental correspondence between the actor's own self-categorization or "self-image" and the place he occupies in the category system of the society of which he is a part.  Many aspects of this categorization, such as sex, age, ethnic adherence, seem too obvious to consider explicitly.  But even where

there is such an obvious biological point of reference as in the case of sex, it is clear that self-categorization must be learned in the course of the socialization process, and the process is often very complex, and to some degree the individual must learn to "see himself as others see him" (that is, to accept the socially given definition of his status).  Even in the case of sex, certainly among children, fantasies of belonging to the opposite sex are very common, and there is reason to believe that on deeper levels these fantasies may reflect a serious difficulty in accepting the membership in the sex group to which the individual has been biologically ascribed.  Such pathological phenomena indicate that categorization even by sex is not simply given with the anatomical structure of the organism but has to be built into the personality.  Failure for it to work out fully is very probably an important component in at least some types of homosexuality.  What is true of sex is much more obviously so in such a case as ethnic membership.  For a person of light skin color to categorize himself as a Negro is obviously something which must he learned.  It should be remembered that the criterion of social ascription to the Negro group is not physical characteristics as such, but  parentage.  Any child of a Negro is in social terms a Negro, even if his physical characteristics are such

that he would have no difficulty in "passing." 

 

148 Values, Motives, and Systems of Action

 

                Another important type of such categorization concerns performance capacities and character traits.  What the individual believes about himself - with respect to his intelligence, his abilities to do various things, whether he is honest or attractive and so forth - becomes constitutive of his personality itself.  This is, of course, not merely a matter of cognitive belief alone but of internalization as part of the need-disposition system. 

 

                Of course, in this as in so many other respects, the correspondence between the personality structure and the social system is not exact.  But the elements of looseness and the frequency of discrepancies between self-image and actual social role should not obscure the fundamental importance of a broad correspondence. 

 

                In the second place, as we have so often pointed out, the social system places every individual in a series of roles where he is expected to conform with certain expectations of behavior.  The need-disposition structure which controls one's responses to the expectations defining one’s various roles is therefore one of the most fundamental aspects of any personality, for the simple reason that social objects constitute the most important part of the situation in which he acts. Therefore, in the performance as well as the quality modality of his involvement in the social system, the individual personality inevitably must be shaped around the definition of role-expectations.  There are, of course, the two primary aspects of this.  Within the range permitted by biological plasticity, there is the possibility that, through the socialization process, the constitution of the need-disposition system itself will be organized in terms of the motivation to fulfill role-expectations.  Perhaps the most important single instance of this is the internalization of value.orientation patterns through the processes of identification. 

 

                The second aspect is that, however the need-disposition system may come to have been constituted, at every point in the life processes the individual is confronted with the actions and attitudes of others as part of his situation of action.  Because he is a social being participating in processes of social

interaction, he can never escape being oriented to the reactions of others, to their attitudes and the contingencies of their overt behavior.  In this connection, then, the meaning of these role-expectations as expressed in the attitudes and actions of his interaction partners is always a fundamental point of

reference for his own motivations.  Role-expectations are so fundamental to the social system that all human social motivation closely involves the problem of conformity with them.  Hence one of the most important dimensions of any need-disposition system of a personality must be what we have called the

conformity-alienation dimension.  There may, of course, be widely varying degrees to which a need-disposition for either conformity or alienation is generalized in the personality, but whether it applies only to a narrow sector of the role-system or is highly generalized, it is always present. 

 

                The next two major aspects of the social system constitute in a sense a further specification of the implications of these first two fundamental ones.  Each, however, has certain special features of its own which may be commented upon briefly.  As an essential part of every social system there is, as

has been noted, an allocation of (mutually oriented) instrumental activities to the various roles and a corresponding allocation of sanctions and rewards.  As we shall see in discussing the social system later, there is a variety of possible ways in which these activities can be organized relative to other components of the social system.  But whatever this organization may be, it has to have its counterpart in the motivational organization of the individual personalities involved.

 

Personality as a System of Action    149

 

                This becomes particularly evident in two more or less antithetical contexts.  First, it is clear that the more complex and sophisticated types of instrumental activity require high levels of self-discipline on the part of the individual.  The person who is unduly responsive to every passing opportunity for immediate gratification is incapable of the sustained effort and implementation of planning which is necessary - the capacity for sustained work is essential.  A wide development of the instrumental aspects of a social system therefore presupposes the development of personalities capable of the requisite levels of disciplined application - as well as other capacities, of course, such as that for handling abstract generalizations. 

Not least among these capacities is that for a certain flexibility of orientation.  The personality which is too highly dependent on highly detailed "ritualistic" routines of life is not ordinarily capable of the higher levels of instrumental achievement.

 

                At the same time, a stable system of action requires other elements than instrumental disciplines, and this leads us to the second aspect.  A stable systern requires above all the internalization of value-orientations to a degree which will sufficiently integrate the goals of the person with the goals of the

collectivity. In the economy of instrumental orientations one of the principal points at which this problem arises is with respect to the control of "self-interest."  In popular terms we are likely to say that in addition to instrumental capacities people must have certain levels of "moral integrity" and of "responsibility" to be satisfactory members of a society.  The prerequisites for such qualities in the structure of personality are somewhat different from the prerequisites of instrumental efficiency or adaptiveness.

 

                Each social system at the same time has an "economy" of rewards and of the expressive orientations and interests connected with them.  In motivationally significant terms this comes down to the question of what are the most important immediate and ultimate gratifications, and how they are or-

ganized and distributed within the social system.  It is here that perhaps the most important single inference from the paradigm of interaction needs to be drawn.  Human society, we may say, is only possible at all because, within the limits of plasticity and sensitivity, sufficient basic human gratifications come to be bound up with conformity with role-expectations and with eliciting the favorable attitudes of others.  Both the immediate presocial gratification needs and the individualistic type of instrumental reciprocity provide

too brittle and unstable a basis for social order.  The phenomena of attachment and of identification are altogether fundamental here.

 

150 Values, Motives, and Systems of Action

 

                There seem to be two primary dimensions to this significance.  First, through the diffuseness of what has been called the love type of attachment, the mutuality of dependency is extended to the social object as a whole, which precludes his being "used" as a facility for specific immediate gratifications without regard to the totality of the attachment relationship.  Second, the mechanism of identification in the context of role-orientation provides a motivation for the acceptance of still further disciplines by leading

to the development of the needs for approval and esteem; that is, for favorable attitudes relatively independent of the provision of other immediate gratifications.  This need to be approved and esteemed is sometimes a source of social strains, but it is a fundamental motivational basis for the acceptance

of socially necessary disciplines.  There is a sense in which, paradoxical as it may seem, the core of the reward systems of societies is to be found in the relevance of this element of the motivation of individuals. What people want most is to be responded to, loved, approved, and esteemed.  If, subject, of course, to an adequate level of physiological need-gratification, these needs can be adequately gratified, the most important single condition of stability of a social system will have been met.  Hence the study in personality of the conditions both of building up and of gratifying the need-dispositions in this area is crucial for the study of social systems.  Conversely, the understanding of the social situation, both in the course of socialization and in adult interaction, is crucial to this phase of personality study. 

 

                It will be made clear in Chapter IV that institutionalization itself must be regarded as the fundamental integrative mechanism of social systems.  It is through the internalization of common patterns of value-orientation that a system of social interaction can be stabilized.  Put in personality terms this

means that there is an element of superego organization correlative with every role-orientation pattern of the individual in question. In every case the internalization of a superego element means motivation to accept the priority of collective over personal interests, within the appropriate limits and on the appropriate occasions. 

 

                Certain aspects of this larger class of superego elements, however, are particularly significant in the articulation of personality with the social system.  Of these two may be singled out.  First is the organization of attitudes toward authority, which is of crucial significance, since, however great its

variability, authority is always a functionally essential element of social systems.  The significance of this dimension in personality development, with its close connections with the structure of the parent-child relationship, is well known, of course.  Perhaps because we live in a society with an anti-authoritarian orientation, a converse problem has, however, received less attention: the problem of motivation to the acceptance of responsibility.  This, like the problem of authority, of course, is closely involved with the general conformity-alienation problem.  But there seems to be much evidence in our society of the great importance of deviance in the direction of withdrawal from responsibilities; the use of illness in this connection is a familiar example.  This problem, in its significance to the social system, poses extremely important questions of the articulation of social systems with personality. 

 

Personality as a System of Action 151

 

                Up to this point we have been treating the points of articulation between personality and social systems in a manner which assumed, on the whole, a far-reaching integration of the personality into the social system.  It was for the sake of convenience and emphasis in exposition that this integration was

portrayed first.  The articulation which we have presented does not depend, however, for its validity on any particular degree of empirical "closeness of fit" between personality and social system. 

 

                The validity of the conceptual scheme which we used in analyzing the articulation of highly integrated personality and social systems is thus not affected by cases in which the integration is far from perfect.   In fact, the imperfections of integration can be described only by careful observance of

the same conceptual scheme which analyzes the positive integration.  To illustrate the equal relevance of the conceptual scheme to situations of mal-integration, we may enumerate some of the possibilities. 

 

First, with respect to categorization: alienation of the actor from his collectivity will exist where the various categories of qualities and performance-relevant qualities are differently assessed; that is, where the expectations of the actor concerning himself do not correspond to the expectations which others have formed concerning him.  The actor, identifying himself, for instance, with respect to certain categories of qualities or performance capacities on which he places a high evaluation, will have expectations regarding the obligations of others to him which will not be acknowledged by those whose image of him diverges from his own - unlike the situation where the general value-orientation of the actor and his fellows are similar.  In such situations, the non-integration of the actor's personality with the social system with respect to categorization may become associated with ambivalences in the actor's own categorization of himself.  When this happens, the unifying regulation of need-dispositions by a harmonious allocative scheme gives way to contradictory allocative standards and consequent instabilities of behavior and internal conflict, as well as conflict between the actor and the members of his collectivities. 

  

                Second, with respect to role systems and role orientations: an individual whose capacity for diffuse object-attachment is impaired so that he is, for example, unable to make object-attachments of certain types (e.g., with persons of the opposite sex) will very likely become isolated.  He will be unable to conform with expectations in a way which will enable him to fulfill certain roles in certain types of solidary relationships (e.g., marriage).  He will perhaps find his way into some subsystem populated by the types of persons with whom he can establish attachments but his performance in roles in relation to other members of the society will be impaired.  Similarly, fear of diffuse attachments to members of his own sex may hamper his collaboration in some specific roles where there is a "danger" of the emergence of diffuse "homosexual" attachments. 

 

152 Values, Motives, and Systems of Action

 

                Third, with respect to the allocation of instrumental functions of the roles in which a person performs: in most cases, individuals perform role functions in the division of labor which do not, as such, completely and directly gratify any specific need-disposition or any set of the need-dispositions of

their personality system.  It is the nature of instrumental action that it should be this way.  Conformity with the role-expectations is possible, however, either through a generalized need-disposition to conformity or through instrumental orientations.  The latter, while making possible conformity with role-expectations, do involve (as we have just said) the renunciation of certain gratifications and therewith the generation of strains in the personality system.  In the extreme case, which is relatively infrequent because of prior

allocative processes, the primary or derivative need-dispositions are so pressing that no adaptation is possible and the expectations (of alters) concerning the actor's behavior in a particular role in the division of labor are completely frustrated. 

 

                The disjunction between role-expectations (of alters) and need-dispositions (of ego) may in some instances be a product of an alienative adjustive mechanism, a derivative need-disposition to avoid conformity.  The disjunction might in its turn, by virtue of the negative sanctions which it incurs, produce anxieties which have to be coped with by defensive mechanisms and which modify the functioning of both the personality and the social system.  Another possibility is that the role expectations may be so general that they allow persons with diverse sets of need-dispositions to perform the role in accordance with their spontaneous tendencies.  The gap between prestige allocation and need-dispositions for approval and esteem can likewise be viewed with respect to its effects on the social system and on the personality system.  Under certain conditions, the gap might activate certain learning mechanisms, for example, inhibition of the approval and esteem need-dispositions or the substitution of other social objects; in either case the gap might reduce motivation for conformity with role-expectations and weaken the aspiration to

approximate certain role models.  Within the personality system, the irritated state of certain ungratified, rigid need-dispositions might cause a reorganization of the personality as an adaptation or defense against this deprivation. 

 

Personality as a System of Action 153

 

                Finally, with respect to the mechanisms of social control and the internalization of shared values, we have already indicated that the superego need not consist only of the more generally shared values. Insofar as this is true, the integration of the personality into the social system will be less than complete. Where this divergence among the superego contents of the members of the society becomes relatively widespread, it might result also in the modification of the position of the superego in the personality system. In some instances the integrative-controlling function of the superego is weakened through the withdrawal of the reinforcement which is provided by the perception of numerous other individuals whose action seems to show conformity with the same internalized value-orientations.  As a reaction to this threat, in some personalities, the superego functions more repressively and this strengthens its position within the personality system. 

 

                It is clear that the development of the need-disposition system is a function of the interaction of the actor with the situation throughout life.  The types of mal-integration discussed above are therefore markedly influenced and irritated by the actor's exposure to conflicting expectations from different significant objects or inconsistencies in the expectations which are directly toward him by significant social objects concerning the same type of situation at various times.  But the way in which these strains are coped with and their consequences for the personality cannot be deduced from the behavior of the objects alone.  They must be referred to his personality as a functioning system. 

 

                Thus the problems of the pathology of personality must be understood in terms of a complex balance between the internal conflicts and strains of the personality as a system and the difficulties of adjustment to the situation, the latter in turn having repercussions on the personality.  It is both a "psycho-

logical" and a "sociological" problem. 

 

                From the foregoing it has become clear that the contact surface of the personality and social systems lies between need-dispositions of ego and role-expectations of various alters.  We shall therefore undertake a somewhat more elaborate examination of this crucial zone of action theory.

 

NEED-DISPOSITIONS AND ROLE-EXPECTATIONS

 

                The starting point is the interaction of persons or, to put it in other words, of ego with a system of social objects.  From the beginning of the actor's life, the significant social objects in his situation act in roles, of which presumably the major elements are institutionalized.  In consequence of his dependence on these social objects, the actor as an infant builds up a set of roles of his own response to his treatment by adults. Only by doing so is he able to survive. 

 

                This process takes the form of his establishment of expectations regarding the social objects in his situation - in the first instance, his mother - and of the formation of attachments to them.  The social object is not, however, an inert source of gratification, but reacts toward him, so that there enters a conditional element into the fulfillment of expectations.  Alter has expectations of ego and vice versa; this is what we have already called a "complementarity of expectations."  At the very beginning the infant is perhaps

almost an environmental object to the adult.  But this aspect changes quickly, a reciprocity of responsiveness builds up, the infant's smile calls forth responses, and organization along the axis of gratification and renunciation becomes more differentiated.  As all this happens, he begins to play a role in the social system; that is, he acts in accordance with expectations, just as the adult does.

 

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                The essential element in the role is the complementarity of expectations.  The outcome of ego's action, in terms of its significance to him, is contingent on alter's reaction to what he does.  This reaction in turn is not random but is organized relative to alter's expectation concerning what is "proper" behavior

on ego's part.  The reaction, then, is organized about the problem of whether, and to what degree, ego "conforms" with alter's expectations of what he should do.  At the very beginning the expectations may be purely predictive, but very soon they acquire a normative content. (This normative aspect has indeed been included in the concept of expectation from the start.) 

 

                Ego, then, is oriented, not only to alter as an object in the immediate environment, but to alter's contingent behavior.  His orientation follows the paradigm "If I do this, he will probably do (or feel) such and such; if, on the other hand, I do that, he will feel (and act) differently."  These reaction patterns of alter, which are contingent on what ego does, we have called sanctions.  Role-expectations, on the other hand, are the definitions by both ego and alter of what behavior is proper for each in the relationship and in the situation

in question.  Both role-expectations and sanctions are essential to the total concept of a "role" in the concrete sense of a segment of the action of the individual.  Sanctions are the "appropriate" behavioral consequences of alter's role-expectations in response to the actual behavior of ego. 

 

                Both role-expectations and sanctions may be institutionalized to a greater or lesser degree. 

They are institutionalized when they are integrated with or "express" value-orientations common to the members of the collectivity to which both ego and alter belong, which in the limiting case may consist only of ego and alter. (Of course, for the newly born infant, role-expectations cannot be institutionalized.)  But so far as he "internalizes" the evaluations of the social objects around him, his own expectations may become institutionalized, at least within his family circle.  Only as this happens, as he develops a "superego," can he be said to be "integrated" in the collectivity in the sense of sharing its values.

 

                Sanctions, being responses interpreted as gratifications or deprivations, are orgamzed about a positive-negative axis.  Ego's fulfillment of alter's expectations generally brings forth in some form positive sanctions; for example, the "granting" of gratifications such as love and approval and the performance of actions which gratify ego.  Failure to fulfill expectations, on the other hand, generally brings forth negative sanctions; for example, the withholding of gratification, love, or approval, and "doing things" which are

disadvantageous or unwelcome to ego, such as imposing further deprivations or "punishments."

 

Personality as a System of Action 155

 

                It is in the polarity of sanctions and their contingency that their special relevance to the learning process is to be found.  By virtue of their efficacy in relation to the learning mechanisms, ego is forced into the path of conformity with alter's expectations.  Thus is established the relationship with social

objects that becomes so directly constitutive of personality structure.  Early childhood is selected for illustration only because of the dramatic character of the influence of this interaction system on a highly fluid and unorganized personality.  In principle, however, the same basic processes go on throughout life.

It is through the mechanisms of the system of sanctions operating on the learning, adjustive, and defensive mechanisms of the individual that a social system is able to operate and especially to control the action of its component individuals.

 

INDIVIDUALITY

 

                Because of the paramount significance to any personality of its system of relations to other persons, the institutionalized organization of roles (in relation to significant social objects and through them to cultural and physical objects) is central to the organization of personality itself.  The pattern of expectations governing one's system of relations to other persons comes to be internalized into the structure of one's personality.  But this system of internalized roles is not the only constituent of personality, for a variety of reasons, which may be briefly reviewed.  In the first place, those concrete role-expectations which become internalized are themselves only partly the ones which are institutionalized.  That is, not only the institutionalized role-expectation patterns become incorporated into the personality but also other elements, which are important in particular interactive relationships.  In relation to the social structure in question, these may he deviant elements or merely variations within the limits of permissiveness.  In either case, the institutionalized definitions of role-expectation will account for only part of the interaction. 

 

                Second, even to the extent that the component role-expectations in a given institution might be classed together as uniform, the sets of such expectations will probably vary for the different actors who participate in the institution.  The degree to which this is true will vary for different types and parts of the

social structure, but generally, and especially in our type of society, there will be considerable variations. Although there is some measure of uniformity, for example, in the mother-child relationship regardless of the sex of the child, there is also a difference of expectation on the mother's part regarding her male and her female children.  The matter is further complicated by differences of sex in relation to birth order - a boy who follows two girls will necessarily be treated differently from a first-born son. In school and in play groups too the treatment will vary according to the individual characteristics of the actor so that variations in  expectations will offset uniformities.  Hence there is, in the combinations of the role-expectation elements which affect different personalities, a basis for diflerentiation between personalities which have been exposed to the "same" experiences as other persons in the "same" category. 

 

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                Third, it must be recalled that the organization of a personality occurs in a particular organism. This has two aspects. On the one hand, ego's own organism as an object has features which differentiate it, and therefore him, from others who may be in similar status-positions in the social structure.  Ego, in this sense, may be tall or short, fat or thin, black-haired or blonde, strong or weak.  All this creates an influential source of differentiation. There might, furthermore, he variations of energy and of the strength of organic needs and capacities, such as hunger-needs, erotic needs, and motor-activity capacities. 

 

                The upshot of these considerations is that, though in a fundamental sense personality is a function of the institutionally organized role-expectations of the social system in which ego is involved, in an equally fundamental sense, it cannot be even approximately fully determined by this aspect of its structure.

In confrontation with a given pattern of role-expectations in any given situation, there is therefore every reason to believe that there will be a dispersed distribution of personality types which are faced with approximately the same specific role-expectations. 

 

                These observations imply that there can be no neatly schematic relation between the role-expectations (of ego and alter) and the specific organization of behavior and sanctions.  The same reactive sanction behavior cannot be guaranteed to have a completely standardized impact on the personality of any ego.  In the learning process relative to role behavior there are many possibilities of divergent development from essentially similar starting points, the divergences being a cumulative function of the aspects of the personality in question other than the specific role-expectation confronting the actor in

the particular situation.

 

Personality as a System of Action 157

 

DEVIANCE

 

                Just as sanctions are contingent upon the fulfillment or nonfulfillment of alter's expectations, so the significance of the sanctions to ego will also vary in accordance with whether he is motivated by a predominantly conformative or alienative set of need-dispositions.  Internalization of patterns of value is

crucial in the integration of an actor in a role system.  Insofar as internalization occurs without exceptionally great unmastered conflict, ego will develop need-dispositions to conform with expectations; 26 while faulty internalization (internalization attended by ineffective defense mechanisms or incomplete resolution of conflicts) may produce alienative need-dispositions, which are derivative need-dispositions to refuse to fulfill expectations.  According to the structure of his personality in other respects, ego, if alienatively disposed, will tend (1) toward withdrawal, or (2) to evade the fulfillment of expectations, or (3) to rebel by openly refusing to conform.  The alternative which he selects will be dependent on the activity-passivity need-dispositions of his personality. 

 

 

                26 It does not follow that this necessarily makes him a "conformist" in the popular sense of the term. Many of the values which are institutionalized in role systems enjoin independence and initiative, as is true of many in our own society.  The person who refuses to stand on his own feet or take initiative, because he is anxious about others' reactions, is not "conforming" to the role-expectation, though in another sense he may he conforming to what he thinks others want him to do. 

______________________________________________________________________________________

 

                An alienative need-disposition in this sense does not by itself necessarily produce deviant behavior. Normally the operation of the sanction system will lead ego to have an interest in the avoidance of the negative sanctions which would be attached to overtly deviant behavior.  He may thus control his deviant tendencies and conform overtly, but the alienative need-dispositions may still be highly important in his personality structure, and the failure to gratify them might engender strains.  There is an almost endless range of possibilities of compromise. 

 

                Alienative need-dispositions may become unconscious through repression.  This often takes place through defense mechanisms (such as reaction formation, displacement or projection of the associated aggressiveness) which serve to reduce the anxiety engendered by (1) the infringements on the superego and (2) the prospective thwarting of authority. 

 

                Furthermore, ego is an object to himself.  And, although the ultimate sources of the role-expectations which become internalized in the personality must be sought in relations to external objects, once expectations are internalized their aspect as internal objects of orientation may become of crucial

importance.  Guilt and shame are indeed negative sanctions applied to ego by himself, as punishment for his failure to live up to his own and others' expectations respectively. 

 

                The balance within ego's personality between conformative and alienative need-dispositions is perhaps the primary source in personality of the dynamic problems and processes of the social system There are, of course, sources of deviation from alter's role-expectations other than ego's alienative pre-

disposition; for example, ego's exposure to conflicting role-expectations from one or more alters, or an instrumental orientation which leads ego to deviate from the immediate expectation because the expected result is more highly valued than alter's positive response.  But alienative tendencies are ordinarily operative in deviant orientations when they occur on any considerable scale. 

 

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                The absence of a simple correspondence between the structure of any given personality and the role-expectation structure of the roles he occupies means that conformity and deviance in overt action (any overt action, for that matter) can be understood neither as an "acting out" of ego's own need-dispositions alone nor as determined solely by the expectations of immediate and remote alters with their various powers to impose sanctions.  The sanction system 27 interposes a set of intermediate determining factors into the operation of the various need-disposition constellations.  Thus, there are mechanisms of social control other than the internalization of value-orientations as parts of the personality system. 

 

                Nonetheless, a stable social system does depend upon the stable recurrence of the mechanisms which render more probable those patterns of action essential to the make-up of the social system.  

The "same" patterns may have widely different functions in different personalities; the social problem is to get the patterns whatever their functional significance to the person. 

One example will suffice.  A disposition in the direction of "economically rational behavior," (that is, methodical organization of resources and work habits, prudence, careful consideration of the future, an orientation toward specific rewards) may have quite different functional significances for different personality structures.  In a large-scale industrialized social system, economically rational behavior has a very important, relatively definite, and uniform function.  The effectiveness with which such a system operates will depend to a high degree on the presence of such complex need-dispositions on the part of a sufficiently large proportion of the population.  It does not matter whether there are important differences among types of personality possessing this need-disposition as long as it exists.  Moreover, it does not even matter greatly whether the dominant subintegrations of need-dispositions are not directly gratified by economically rational behavior as long as the personality systems allow them to carry out the action without more than a certain amount of strain, and as long as there are noneconomic institutions capable of absorbing and tolerating the repercussions of the strain.  Furthermore, the sanction system provides a secondary "line of defense" for the social system, in that it is possible to secure conformity even though the need-disposition is relatively weak or even within limits, definitely alienative.  What does matter is that there should be sufficient personalities capable of producing "economically' rational behavior" either directly in response to the pressure of their own subintegrates of need-dispositions or the anticipated rewards or punishments.

 

                27 This includes both the impact of actual sanctions on ego and the influence of their

anticipation on his behavior.

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