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Conference report: Calculation – Design – Cultivation. Ways of Designing Fair Business Models in the Data Economy

Conference report

Philipp Dieterich (University of Kassel)

The conference (titled “Calculation – Design – Cultivation. Ways of Designing Fair Business Models in the Data Economy”), which took place at the University of Kassel (Germany) from February 21st to 22nd 2024, addressed various approaches of fair value mediation in data economic business models, through sociological and (business) informatics lenses, considering the Sociology and Economics of Conventions (EC/SC). It served as the concluding conference of the project ‘Fair Digital Services: Co-Valuation in the Design of Data-Economic Business Models (FAIRDIENSTE)’, conducted by the Departments of Sociological Theory (University of Kassel, Prof. Dr. Jörn Lamla, project coordination), Participatory IT-Design (University of Kassel, Prof. Dr. Claude Draude), Knowledge and Data Engineering (University of Kassel, Prof. Dr. Gerd Stumme), as well as the Institute for Digital Management and New Media (LMU Munich, Prof. Dr. Thomas Hess). Also involved in the project were the two practice partners BurdaForward and the registered association ‘Institut für Technik und Journalismus e.V.’ (ITUJ, Institute for Technology and Journalism). The conference took place at the Research Center for Information System Design (ITeG), which promotes development towards a socially desirable IT design. Approximately 40 participants, including 20 speakers, attended the conference over the two days. It included introductory presentations on the FAIRDIENSTE project, two keynote speeches, and three panel discussions. In each case, the FAIRDIENSTE consortium gave a presentation on a co-evaluation approach, followed by a panel discussion with external guests from academia and practice. The following conference report will provide a chronological summary of each of these contributions and subsequent discussions.

Introduction to the FAIRDIENSTE Project
J. Lamla and Jonathan Kropf (Department of Sociological Theory, University of Kassel) provided an introduction to the FAIRDIENSTE project, which was funded by the Federal Ministry of Education and Research from February 2021 to April 2024. The project aimed to develop a scientific concept of fairness for the data economy and to produce well-founded results for the design of digital services. The Economics and Sociology of Conventions (EC/SC) was used as its theoretical foundation. A fundamental concept in the FAIRDIENSTE project is the idea of Co-Valuation, which involves considering fairness through the mediation of different values. Approaches chosen included Design (channeling value conflicts through design), Calculation (translating different values into the language of prices), and Cultivation (promoting a culture of fairness for negotiating value conflicts through the cultivation of critical competencies). The field of analysis was digital journalism, due to the numerous value conflicts observed there (e.g., distribution of data-economic revenues, blurred boundaries between journalism and advertising, crises in public debate culture, professional standards of journalistic work, discrimination or manipulation by algorithms). However, insights were intended to be beneficial for fairness in data economy as a whole.

The contents of the conference built upon the “White Paper” (https://www.uni-kassel.de/forschung/index.php?eID=dumpFile&t=f&f=9915&token=f0ee2575f3c555cfcbc35c4bb68a7a36d16c1a50), previously developed by the consortium. This serves as an analytical and practical resource for the implementation and design of fair business models in the data economy, akin to a toolbox. The aim was to make this toolbox as practical as possible in order to reach not only scientists but also practitioners from politics, business, and civil society.

Keynote I: ‘Data Worlds and Fairness – Perspectives from the Economics and Sociology of Conventions’ by Rainer Diaz-Bone (University of Lucerne)
In his keynote speech, Rainer Diaz-Bone provided insights into EC/SC (https://uni-kassel.cloud.panopto.eu/Panopto/Pages/Viewer.aspx?id=f6bbcb35-9bf6-4883-a1f5-b12500e9ea6b). He then outlined potential points of connection between EC/SC and the project at hand, along with the associated data-economic issues of fairness. R. Diaz-Bone explained that conventions serve as a justification for cognitive, organizational, and technical data infrastructures. He identified five different data worlds (academic, official statistics, market research, big data, civic data), each following conventions, and emphasized the importance of analyzing the circulation of data production, usage, revaluation, and reciprocal observations across these worlds. From the plurality of data worlds, he inferred that there can be no universal definition of fairness. He also noted that definitions of fairness must be developed empirically. In doing so, attention should be paid to how these definitions conflict with each other, in which constellations they are found, and where compromises can be identified. Fairness, he suggested, is often empirically linked to multiple logics. He concluded by stressing that analyses of fairness must begin with the production of data, as data does not consist of given facts but results instead from statistical chains.
In the subsequent discussion, J. Lamla described various ideas on how fairness could be conceptualized within EC/SC: firstly, fairness could be its own convention; secondly, each convention could have its own concept of fairness; thirdly, the concept of fairness could be approached at a meta-level to empirically trace how challenges of fairness relate to issues of value mediation. J. Lamla noted that the project had opted for the third perspective, which focuses on a procedural understanding of fairness. Consequently, R. Diaz-Bone highlighted the interesting approach of the FAIRDIENSTE project. He pointed out that the meta-analyses and questions that were raised regarding fairness oriented towards EC/SC can be helpful for developing guidance ideas for politics and governance without specific criteria catalogs.

Calculation
Regarding the calculation approach, Simon Engert (Institute for Digital Management and New Media, LMU Munich) elucidated that perspectives were developed on how fairness can be examined and achieved using economic mechanisms. The central aim was to translate different values into the language of prices, addressing questions such as the fair distribution of data-economic revenues. He summarized that fairness is both normatively desirable and economically relevant.

Christopher Buschow, Mena Teebken, Richard Weber and Thomas Hess

The panel featuring Christopher Buschow (TU Hamburg), Mena Teebken (Bavarian Research Institute for Digital Transformation), Richard Weber (BurdaForward), moderated by T. Hess, delved into the transformation of the media landscape and the challenges of fairness in digital journalism. The discussion focused on proposals for creating a fair business model. C. Buschow opened the panel by referring to various understandings of fairness, depending on historical experiences and linked to the fundamental transformation of the media world over the past 30 years. He emphasized that (lack of) fairness is relevant, both in the remuneration of journalists, and in ensuring non-discriminatory access to platforms. Following this direction, M. Teebken noted that a fair business model crucially depends on how fairly it treats users’ data, highlighting the importance of data. At the same time, she pointed out the necessary pragmatic balance between overly lenient and overly restrictive handling of data privacy. R. Weber emphasized the societal mission of a publisher to provide journalistic content, which necessitates direct and indirect payment methods. He stressed that implementing fairness does not solely lie with publishers, due to the multitude of stakeholders, thus requiring a consideration of the entire value chain.
The panel discussed possible processes for developing acceptable solutions for all stakeholders in journalism. Suggestions included negotiations through unions, the relevance of user interests, and creating a counterbalance to large platforms. The importance of negotiating fairness collectively among all stakeholders was repeatedly emphasized. Subsequently, the possibilities and limitations of tools to support journalism were discussed, highlighting the importance of user engagement and a transformative understanding of science. R. Diaz-Bone argued, based on the EC/SC, that an understanding of privacy that is related to information control and individual autonomy, that often guides many discussions, is actually an outdated bourgeois model from the 19th century and no longer relevant to current ways of thinking. However, the empirical relevance of privacy in the data economy presents an interesting case.

Design
Viktoria Horn (Participatory IT-Design, University of Kassel) referred to a comprehensive concept of design as the basis of the approach, encompassing technical, regulatory, and infrastructural aspects. The focus was on questions of democratizing design processes and reflecting values in artifacts. Therefore, much work was done with ‘participatory design’, where participation entails the early and continuous involvement of stakeholders in design processes, incorporating both technical and non-technical solutions. Fostering fair value mediation requires a multi-perspective process considering power asymmetries, which can be achieved, for example, through a participatory workshop with various stakeholders. Such a workshop was developed in collaboration with BurdaForward as part of the FAIRDIENSTE project and was conducted with different stakeholders.
The subsequent panel discussion with Alina Hang (BurdaForward), Tahireh Panahi (Public Law, IT Law and Environmental Law, University of Kassel), Peter Sörries (Institute of Computer Science, FU Berlin), moderated by C. Draude, began with considering the positive experiences of previous participatory workshops, which had lead to increased empathy among stakeholders. The feasibility of such concepts in reality was questioned, for instance by A. Hang, due to the diversity of actors and existing competitive situations. Challenges were also discussed regarding the implementation of values into technical artifacts and the implementation of fairness business models, particularly regarding financial and time resources. P. Sörries emphasized, based on his own experiences in conducting participatory workshops, the difficulty of deriving and maintaining design requirements, especially considering possible updates or changed data protection concepts. T. Panahi pointed out attempts to introduce more regulations at an EU level, which often allow companies a certain degree of leeway. She concluded that cultivation should be the prerequisite for legal regulations and laws. The panel participants agreed that users’ participation and co-creation is central to a fair data economy. R. Diaz-Bone emphasized the importance of testing and verification in the EC/SC, meaning that it must be tested and must work in reality to endure. This implies that a solely pluralistic perspective is not sufficient, but must always be tested and verified under the given conditions.

Alina Hang, Tahireh Panahi, Peter Sörries and Claude Draude

Cultivation
Markus Uhlmann (Department of Sociological Theory, University of Kassel) introduced the cultivation approach, which aims to explore possibilities for public negotiations of value conflicts and to promote critical valuation competencies. Starting from a problem-oriented presentation of recommendation systems’ popularity metric and personalization, Uhlmann proposed an alternative navigation paradigm. This is based on a cartographic approach, and structures a variety of content through conventions that users can explore independently. This cartography utilizes formal concept analysis linked to the EC/SC, as explained by Johannes Hirth (Knowledge & Data Engineering, University of Kassel).
In the subsequent discussion with Renate Fischer (University of Zurich), Karolin Kappler (Catholic University of Applied Sciences of North Rhine-Westphalia), and Miriam Ruhenstroth (ITuJ e.V.), moderated by J. Lamla, questions regarding the development of critical valuation competencies played a distinct role. In this regard, J. Lamla introduced the concept of ‘critical space’, which must necessarily be created, and asked how such a critical space could emerge. K. Kappler pointed out that its creation, especially in the field of digitization, is not sufficient. As long as exploitative relations of work, environment, and human in relation to data are not considered, a critical space is merely a sham. Instead, she suggested bringing attention to the plurality in a power-sensitive manner. R. Fischer, on the other hand, argued that while plurality exists, there are no skills to recognize it. She concluded that users lack critical evaluation skills and a navigation paradigm could be helpful. M. Ruhenstroth emphasized that ‘critical spaces’ such as the association ITuJ exist, and that cultivation often already takes place among users. She described the desire of users for simplification, such as using grades. However, this logic corresponds to a different logic than the EC/SC uses, as the EC/SC does not solely engage in accounting and tends to authoritatively determine what is good or bad, as J. Lamla explained. This led to a debate about the compatibility of the EC/SC logic with practicality in digital journalism. M. Ruhenstroth noted that people are capable of learning and interested in the topic. There is more demand than the association ITuJ can meet. K. Kappler identified the problem that children and young people are not taught how to act in a self-determined manner in the digital space, but rather they get mainly focused on predetermination and control. M. Ruhenstroth added that digitization in schools currently does not aim to teach the handling of digitization. Conventions could help address ownership and power relations. R. Fischer suggested focusing on imparting skills rather than mere knowledge. K. Kappler emphasized that media literacy means using media sensibly, the EC/SC being helpful in that regard. She further pointed out that competence also means using digital artifacts creatively and subversively against the algorithm.

Miriam Ruhenstroth, Renate Fischer, Karolin Kappler and Jörn Lamla

Keynote II: ‘On the Designability of Power Dynamics in the Platform Society: Insights from Digital Journalism’ by Sarah Ganter (Simon Fraser University, Canada)
Sarah Ganter’s presentation focused on the challenges and opportunities of digital journalism in the context of the platform society (https://uni-kassel.cloud.panopto.eu/Panopto/Pages/Viewer.aspx?id=1ab14570-457b-4bfa-b808-b12500e9f632). The aim of the presentation was to illuminate the specific problems of digital journalism within this framework and to highlight the design spaces of news organizations. S. Ganter described the asymmetric distribution of power between platforms and news organizations. On digital platforms, fairness had no value as it did not represent a profitable business model. Earlier attempts, between 2005 and 2015, to shape the power dynamics of platforms, had shown that this asymmetric distribution of power could not be overcome despite various strategies. Aspects that manifested the power of digital platforms, as mentioned by S. Ganter, included the ability to set and break standards, comprehensive expertise and reach, cross-domain actions, and the secrecy of strategies. Platforms could empower digital journalism to be quickly actionable without making high short-term financial investments. Building on this, S. Ganter described possible design spaces for news organizations that exist despite asymmetrical power relations. News organizations were actively involved in the process of platformization and saw it as an opportunity to increase their reach and consolidate or expand their power positions. S. Ganter worked out how news organizations pursued different strategic approaches in dealing with platforms, ranging from confrontation, to coexistence, to collaboration, depending on various endogenous and exogenous factors.

Sarah Ganter

Outlook
J. Lamla concluded with a positive assessment of the conference in the light of the numerous new insights. For him, it became clear once again that there is an empirical and practical relevance of the concept of fairness, especially in journalism. He observed that, taking the EC/SC into account, there are some theoretical challenges regarding the significance of conventions and norms in the data economy, such as the question of why the justification of central concepts such as privacy is not keeping pace with developments. T. Hess praised the productive work of the interdisciplinary team, which contributed to the project’s great success. He advocated for utilizing the existing design space. As a summary, he added that the interdisciplinary team with different perspectives was a great success of the project, and emphasized that there are design opportunities that must be seized. He hopes to be able to address this, together with others, in another research project in the future.

Un-learning to labour? Activating the unemployed in a former industrial community

Jon Sunnerfjell (2023), PhD thesis
https://arkiv.nu/butik/un-learning-to-labour/

ABOUT THE BOOK
“Today’s flexible Western labour markets place new demands on the workforce. Whereas industrial society fostered individuals who found dignity in performing long-term, manual labour, few people can now expect to go through working life without engaging in continuous updating of knowledges and skills. However, there are environments on both sides of the Atlantic where the workforce is still adapted to an economy of production. Industrial restructuring has led to islands of unemployment, whereby the labour force has been unable to reorganise into other sectors.
In light of automation and a globalised economy, Jon Sunnerfjell presents a study that explores how a once-flourishing industrial community seeks to manage the challenges of post-industrial society and flexible capitalism. What is at hand is the adaptation to what scholars have labelled the ’active society’, reconceptualising structural inequality in terms of individual exclusion. This is a society that seeks to mitigate public expenditures on social welfare by fostering active and employable individuals able and willing to navigate life responsibly.
Drawing on ethnographic data, Sunnerfjell analyses what becomes of policy concepts such as lifelong learning, employability and entrepreneurship when they are put to work in an environment imbued with industrial history and working-class culture. Ultimately, he shows the tensions that pervade the active society and what forms of resistance it produces.”
EXTRACT
“Here, three overarching inspirations are presented: the governmentality-inspired literature (e.g. Rose 1999; Dean 1995), literature on working-class ethos (e.g. Lamont 2000; Willis 1993 [1977]), and French pragmatism in the form of Luc Boltanski and Laurent Thévenot (2006). Whereas the governmentality-inspired literature is used to make sense of the logic imbuing present activation policies, I employ literature on workingclass dignity to show how governmental attempts to foster neoliberal subjectivity may clash with principles of hard work and loyalty towards the community. I then seek to make sense of tensions observed in the everyday work of activating Milltown’s unemployed by carving out two competing modalities of worth (Boltanski & Thévenot 2006) at play simultaneously in Milltown. In Chapter 4, I turn to the study’s methodological considerations, teasing out my own ethnographic approach to the field.” (p. 23)
Download link: https://arkiv.nu/wp-content/uploads/9789179243746.pdf

Report on the Conference on the economics of convention and social policies

by Olivier Gayot (Clersé, University of Lille)

Compte-rendu en français

The Economics of Convention and Social Policies study day was held at the University of Lille on 10 November 2023. Organized by Cécile Vasseur and Olivier Gayot, with the support of Guillemette de Larquier, and funded by Clersé (UMR 8019) (https://clerse.univ-lille.fr/), the day provided an opportunity to share questions and the results of numerous studies at different stages.


The day brought together around twenty-five researchers, including nine participants, to discuss economics of convention and social policies. Several categories of work were presented: chapters of collective works, state of the art, results of surveys and calls for projects or articles. The diversity of these works and convention theory gave rise to rich exchanges.
The day was organized around three workshops: (1) economics of convention and the question of work, (2) economics of convention and forms of justification for social and ecological action, and (3) economics of convention and health.

 

1. The economics of convention and the question of work

Géraldine Rieucau, Olivier Gayot et Philippe Semenowicz

Philippe Semenowicz – The contribution of convention economics to the understanding of inclusion policies
Philippe Semenowicz presented part of his chapter on work integration in the Handbook of Economics and Sociology of Conventions (https://conventions.hypotheses.org/handbook-of-economics-and-sociology-of-conventions). This presentation, based on a review of the literature on convention theory to work integration, shows that work integration policies can be divided into two categories: those aimed at employers and those aimed at people in work integration.
An analysis of inclusion policies aimed at commercial companies shows that the aim of inclusion organizations is to influence companies’ human resources policies by influencing their perceptions of inclusion. In order to do this, inclusion  organizations, as intermediaries in the field of integration, rely on a range of actions that help to shape these uncertainties (skills assessment, partnership relations, etc.).
An analysis of policies aimed at beneficiaries shows that support for these people is provided “below the conventions”, i.e. upstream of the recruitment process, in order to make it easier for them to pass the various “tests” that give them access to the labor market.
However, convention theory’s analysis shows that these measures tend to individualize the issue of unemployment and encourage the sorting of jobseekers on the basis of behavioral and psychological criteria, which accentuates discrimination in recruitment. These actions have been further reinforced by the recent introduction of activation policies. These policies are based on conventions of individual responsibility, the management of unemployed people who enter into their private lives and the production of judgements about the usefulness and uselessness of certain professional activities by Pôle Emploi, the French institution that aims to decrease unemployment.
Philippe Semenowicz concludes that, in the light of the analyses already carried out, it might be appropriate to focus more on people in work-integration, particularly the uses of work-integration, or to analyze the work-integration process in certain specific professional sectors.

Géraldine Rieucau

Géraldine Rieucau – Jobs, work and the ecological transition: elements for a approach of convention theory
Géraldine Rieucau presented an ongoing research project funded by ADEME, the aim of which is to establish the link between public policy measures for ecological and social transition and the world of work. The project, known as COMETES, began in 2022 and brings together seven partners in two areas with a high incidence of poverty and unemployment (Picardy and Seine-Saint-Denis).
The project has a number of different objectives: identifying green jobs, developing “good quality” green jobs and promoting these jobs. To do this, the author relies on around sixty semi-structured interviews carried out in the two areas, some of which were with directors of organizations involved in integration through economic activity.
First, the analysis reveals three categories of green jobs: 1) green jobs, where the tasks are ecologically oriented; 2) greening jobs, which include ‘green’ tasks; 3) support jobs, which support the ecological transition without tasks specifically oriented towards ecology.
Second, the presenter highlights the fact that transition jobs are currently mainly jobs in the work-integration sector. This raises the question of the continuity of these jobs, insofar as they tend not to provide specific outlets outside the integration structures in the field studied. In this way, the ecological transition is putting pressure on jobs that are a priori low-skilled and temporary, whereas this transition requires long-term investment. This paradox raises the question of how these jobs should be valued in public policy, how economic players should coordinate their efforts and how ecological tasks should be justified in the world of work. These various questions, studied with the help of the powers of valorization, conventions-institutions and the articulation between the registers of ecological justification and the other forms of justification present in capitalism, are still being analyzed. However, it would appear that a form of compromise is emerging between commercial and industrial conventions and a new form of ecological justification that is still struggling to be valued within the current institutional framework.
Géraldine Rieucau concluded with the idea that, if the ecological and social transition is to succeed, green jobs need to be developed and made sustainable. First, by enhancing the individual career paths of people on integration schemes. Second, by further developing training and awareness-raising on the ecological transition, while seeking to avoid distorting existing schemes.

Olivier Gayot

Olivier Gayot – Social clause facilitators as intermediaries in the work-integration labor market
Olivier Gayot presented the main findings of an article (accepted for publication) on the role of social clause facilitators in training and stabilizing the work-integration labor market.
The presentation sought to show how these facilitators, by encouraging the introduction of social clauses in public procurement contracts, are helping to create the conditions for the emergence and stabilization of the work-integration market. This particular market, seen as a form of sub-market adjoining the labor market, aims to promoting access to the labor market for people in situations of integration through economic activity.
The contributor shows how, by carrying out various tasks on behalf of local authorities, social clause facilitators act as intermediaries in this market and participate in the commodification of the work-integration market. First, by shaping the uncertainties involved in recruiting people for work-integration schemes using “profiles” based on objectified social characteristics. Second, by helping to define the price of an hour of work experience. In this way, facilitators help to make the work-integration labor market run more smoothly and ensure its two main characteristics: the presence of a workforce and a price to coordinate exchanges.
The facilitators also help to stabilize the work-integration market. First, by identifying the supply side of this market (beneficiaries of social clauses) and the demand side (hours of work experience included in public contracts). In this way, they seek to influence local authorities in the implementation of social clauses in order to stabilize, or even increase, the number of hours of work-based integration included in public contracts from one year to the next. What’s more, by helping to identify the beneficiaries of the social clauses, the facilitators ensure that they have the workforce available to meet the demand for the work-integration schemes that they are helping to create.
Finally, the author shows that two quality conventions for social clauses coexist, and that these two conventions modify the way facilitators carry out their missions. The first, known as the “quality convention for social clauses directly aimed at integration through economic activity structures”, tends to favor people who are further away from employment and female beneficiaries. The second agreement, known as the “quality convention for social clauses aimed at commercial enterprises”, emphasizes the competitive rules that dictate the operation of public contracts. By promoting these competitive rules, the facilitators are also helping to ensure that social integration structures compete with each other and with commercial enterprises. What’s more, the application of these rules reinforces the logic of “sorting the unemployed” according to their “distance” from the labor market, which translates into competition between beneficiaries.
Olivier Gayot concludes that, through their actions, facilitators have the power to regulate the work-integration labor market, and that this form of regulation varies according to the quality of the social clauses they implement.

2. The economics of convention and forms of justification for social and ecological action

Rainer Diaz-Bone

Rainer Diaz-Bone – Epistemological evaluation of convention theory – evaluation research with convention theory
In his presentation, Rainer Diaz-Bone suggested that evaluation should be seen as a field to be explored by the economics and sociology of conventions. More specifically, he invites researchers in this field to get involved in the issue of program evaluation, which is a form of evaluation that exists both within and outside the academic world and should be based on convention theorists’ foundations.
Rather than a simple evaluation carried out after the implementation of a public policy, program evaluation can use the tools of economics and the sociology of conventions to explore the different stages of evaluation. First, by questioning the objectives of the evaluation, the way in which it is constructed and the choice of criteria used. Then, by drawing on the various approaches in convention theory: the institutional approach, the dispute, the question of values and valorization, the emergence of standards, indicators and categorizations in measurement. Finally, by producing an evaluation of the policy in terms of its objectives and the way in which it has been deployed by public players and received by users.
All these tools, already used in current convention theory, make it possible to question program evaluation at different levels: how it is created, why it is created, what the different stages will be, etc., but also to question the gap between what is expected of a public policy and its effects on the territories in which it is applied. Rainer Diaz-Bone points out that convention theory, thanks to its realistic approach and the fact that it already includes questions about evaluation and value, is today the best approach for training and discussing with evaluation professionals.
However, there are two points of friction between convention theory and program evaluation: 1) convention theorists systematically stand back from their object of study, which is undermined by evaluation processes that involve personal involvement; 2) convention theory is not very well equipped to question its own practices and conclusions in the short time available for evaluation.
In conclusion, Rainer Diaz-Bone suggests two areas for improvement: 1) to gear convention theory towards an ex ante analysis of the implementation of public policies, so that conclusions can be drawn quickly and clearly at the time of evaluation; 2) to improve communication between public authorities and universities in order to overcome the lack of data that limits the work of researchers.

Andriamanalina Razafindrakoto

Andriamanalina Miorintsoa Razafindrakoto – Coordination issues for public players in the social construction of a children’s flour market
Andriamanalina Miorintsoa Razafindrakoto came to present the main findings of her thesis on public health policies relating to infant milk in Madagascar. The Madagascan government is aware of the challenges posed by child malnutrition in a country where 81% of the population lives below the poverty line, and has been taking preventive health action on this issue for 25 years.
The author highlights the successive forms of coordination of these policies: initial national management, based on the actions of the World Bank; regional management, coordinated by UNICEF and the Madagascan Ministry of Health; and current management, based on decentralized cooperation between the Madagascan government and the social enterprise Nutri’zaza.
The author shows that the coordination methods are based on different conventions. The first convention used, a market convention, failed to match the profitability objectives of the social enterprise with the population targeted by public policy. As a result, the coordination of players based on this agreement was abandoned. The second form of coordination is based on a compromise between a civic convention (social aspect) and an industrial convention (production aspect), giving rise to a social action whose hybrid management raises questions.
This hybridization has enabled the social action of distributing infant milk to be maintained over time and to reassure investors and private funds, shareholders in the social enterprise that produced the milk in the first place (industrial agreement). However, local political institutions, which wish to see the distribution of the product as a form of public service (civic agreement), sometimes refuse to apply tax benefits to the social enterprise because they consider that this policy should not result in the generation of profit for a private company. Thus, the compromise at the origin of the institution is made visible by the existence of an ethics committee within the association that distributes the products, a marketing activity (to sell the product) and an activity focused on nutritional education.
Andriamanalina Miorintsoa Razafindrakoto concludes that the implementation and roll-out of this public child nutrition policy, in the form of a hybrid social action, is creating points of tension across the country.  The National Nutrition Office, which coordinates the policy across the country, promotes three principles: the principle of free access to the public service, the empowerment of beneficiaries and a principle of non-exclusivity. These three principles are in contradiction with the industrial agreement that enables the social action to be maintained over time, which sometimes obliges the Regional Nutrition Office to buy the products directly and distribute them free of charge in order to achieve the objectives of the public policy.

Anaïs Henneguelle

Anaïs Henneguelle – The greening of French social protection: in search of lost indicators
Anaïs Henneguelle presented the results of a survey, funded by social protection, on the “greening” of this administration. The project, called Proseco, was the result of a call launched by EN3S and was carried out between September 2021 and June 2023.
The call for tenders had two objectives: to identify the environmental pressures caused by social security and to highlight the obstacles and levers for creating more environmentally-friendly social protection. The main question was how to ensure that social protection would be less polluting in the future.
Anaïs Henneguelle explains that the solutions initially envisaged by the social protection system were to make benefit payments conditional on more ecological use, or to pool health transport. For the time being, these solutions have been shelved. However, the project led by the author, Alexandre Berthe (University of Rennes 2) and Lucile Marchand (Agrocampus Rennes), focused more on the very idea of ‘greening social protection’, and the effects that this environmental injunction may have on this institution.
The analysis carried out for this report was based on three questions: 1) why produce indicators; 2) what are statistical indicators used for; 3) who are they used for?
In response to the first question, the presenter explained that several studies exist on the ecological effects of health and its environmental impacts (Shift Project, Ademe). These studies reflect a form of political injunction to produce ecological health indicators. In this way, the production of indicators makes it possible to put people in “working order” by means of figures and objectives, and to justify the implementation of action. The solution favored by the social security system was to use a carbon footprint, despite the irrelevance of some of these indicators to the activities managed by social protection (the carbon cost of paying pensions, for example).
On the second question, the authors show that the statistical indicators used are in fact based on an industrial convention. This convention, which was ill-suited to social security, was nevertheless not called into question, and the use of carbon footprints was generalized to the various regional departments. In so doing, the administration was able to respond to the political injunction to produce figures, even though these were not particularly relevant to the activity of social protection. The contributor shows that, in reality, the figures produced by the administration take the form of ex post justifications for numerous internal organizational changes rather than serving as decision-making aids. Their use therefore allows a form of coordination in the absence of a common representation of the notion of the greening of social security (multiple representations and justifications of what this greening is).
To the third and final question, the presenter explained that the figures created (carbon cost, number of drugs thrown away by doctors, etc.) are not really used in explicit governance policies. If there is a suspicion of implicit governance using these figures, it is not clearly identified and specified by the administration. Nevertheless, the authors of the report show that a narrative is developing around the production of these figures, rather than the figures themselves. This narrative is based on the need to quantify an action and its effects before taking action, which makes it possible, when figures are not available, to justify a certain form of inaction, or to justify certain actions that have already been implemented in another context.
To conclude, Anaïs Henneguelle points out that despite the various existing ecological reports, the actions implemented by the regional social security funds do not offer any scenario for getting “below two degrees”.

Rainer Diaz-Bone, Anaïs Henneguelle et Nicolas Postel

3. The economics of convention and health

Hélène Croguennec – Le Saout

Hélène Croguennec – Le Saout – The commodification of old age in public EPHAD: from user to customer
Hélène Croguennec – Le Saout presented the results of a field study conducted as part of her thesis on the supposed dynamics of financialization in public EPHADs. The study, based on semi-directive interviews and passive observation, revealed that several conventions run through these EPHADs.
The first convention identified by the author is a market convention. It applies to all public EPHADs and is reflected in: standardization of the offer, competition between public and private players in EPHADs within a market that is intended to be homogenous, and the introduction of regular evaluations and a benchmark of good practice. The second agreement is a civic agreement, based both on the fact that these establishments are public and on the health service they provide.
According to the presenter, the predominance of the commercial agreement in EPHADs is leading to two phenomena. The first is the invisibility of public funding (departmental council and social security contributions) for these establishments in favor of private funding (accommodation provided by users). The second is the use of standardized indicators and the systematic use of equations to determine the care and dependency packages that influence the funding of these facilities.
Nevertheless, the two conventions (industrial and civic) coexist and, for the time being, a fragile compromise is emerging. This compromise is expressed by the author as the fact that the market convention is valued in practice as long as it does not imply a lack of quality in the support (civic convention). However, this state of affairs is systematically called into question and is subject to change whenever there is a situation of tension (requests from residents that are not anticipated or considered unwarranted by staff) within the establishments.
Hélène Croguennec – Le Saout concluded with the idea that it might be relevant to extend her analysis not only to private EPHADs, but also to other sectors (disability and early childhood) in order to analyze existing agreements and compare the way in which compromises are made in these structures.

Nicolas Da Silva

Nicolas Da Silva – The industrialization of healthcare and its critics
Nicolas Da Silva presented a summary of the chapter he wrote for the Handbook of Economics and Sociology of Conventions (https://conventions.hypotheses.org/handbook-of-economics-and-sociology-of-conventions). The chapter focuses on the evolution of convention theory applied to healthcare, moving from an analysis of the mechanisms by which healthcare is commodified to the phenomenon of the industrialization of healthcare. The presentation focuses on the question of the industrialization of healthcare, showing how this has become an integral part of medical practice over time.
The author shows that doctors have constructed their representation of healthcare in contradiction with the market and its imperative of profitability. They are also opposed to the state, as employer, which has the power to change the way doctors work, just as it has the power to change the quality of patient care.
Thus, the convention that dominated medical practice until the 1980s was the result of a compromise between the inspired city (creativity, innovation, medical art) and the domestic city (taking into account the individuality of each patient). In this way, the medical practice that was valued was that based on interpersonal relations between doctors and their patients: a good doctor is one who knows his patients.
However, the domestic convention that predominated in the compromise that underpinned medical practices was criticized. This criticism is based in particular on the deleterious effects of medical paternalism, the cognitive limitations of doctors who have difficulty keeping their knowledge up to date, and a form of denunciation of medical opportunism (abuse of the asymmetry of information between doctor and patient). In this way, the compromise between the inspired city and the industrial city has been destabilized, and is tending to be replaced by a conception of health derived from the industrial city (efficiency).
The influence of this approach on medical practices is reflected in the development of randomized clinical trials, which make it possible to compile data and provide information deemed more relevant than that produced by “traditional” practices. In addition, the industrial city is giving rise to: the creation of norms (standards, certifications produced by health agencies, etc.); the monitoring of practices; the introduction of financial incentives to encourage doctors to adopt certain practices considered to be “quality”; the introduction of financial penalties for practices considered to be deviant; the introduction of soft law and self-regulation by doctors; payment for performance (compliance with imposed norms).
The author concludes that the introduction of industrial logic into the way doctors work implies at least two criticisms: 1) the relationship with illness, which may be seen as a break with a standard state (industrial city) or because the patient feels ‘different’ (previous compromise), is poorly defined; 2) the tendency for doctors to become hyperspecialized, which leads them to distinguish between ‘technical’ care and ‘intellectual’ care, tends to limit the effects of care from a systemic point of view. In so doing, the author shows that the State and doctors tend to promote the industrial convention, without giving it the means to function.

Cécile Vasseur, Hélène Croguennec – Le Saout, Nicolas Da Silva et Léo Delpy

 

Cécile Vasseur

Cécile Vasseur – The use of healthcare networks by mutual insurers: a market-industrial compromise
Cécile Vasseur presented the results of her thesis, defended on 23 November 2023 at the University of Lille (https://www.theses.fr/s336693). The work, which focuses on mutual health insurers, uses a conventionalist approach to show how these organizations, which claim to be non-profit-making, tend to adopt practices and behaviors similar to those of private insurers.
On the one hand, the author highlights the fact that the care network section is a blind spot in the economic analysis of mutual insurance companies. Yet it is within these networks, which are partnerships between mutual insurers and optical, hearing aid and dental care professionals, that mutual insurers adopt the most competitive practices. On the other hand, by analyzing the players’ discourse, Cécile Vasseur highlights the existence of an industrial market compromise. Thus, the practices of mutual insurance companies are based both on the development of standards and norms (industrial agreement) and on competitive logic (market agreement).
The industrial agreement is mainly used in the development of care networks because it makes it possible to set ceiling prices and control the expenditure of the mutual health insurance companies. By promoting an industrial approach to healthcare networks, mutual health insurers are encouraging the emergence of regulated standards and practices, which are not always readily accepted by healthcare professionals. The growing importance of healthcare networks is forcing hearing aid, optical and dental professionals to become part of these networks, even if this integration contradicts the representations of healthcare that they value.
The commercial agreement enables mutual insurance companies to maintain their position in a competitive environment established by various governments and the European Union through a succession of laws. This legislation, which tends to deny the special nature of mutualist players (no profit motive, democracy), pushes these organizations to adopt practices similar to private insurance. In so doing, the author notes an erosion of mutualist values, in particular the democratic aspect of decision-making (reduced representation of customers in decision-making, professionalization of mutual directors). This agreement also influences the relationship that mutual insurers have with their healthcare networks (competition between healthcare providers, competition with other mutual insurers, etc.).
Finally, Cécile Vasseur concludes that despite the discourse of the mutuals, they play an important role in the development of this competitive environment. The players within the mutual health insurers can thus adopt an anti-competitive position through their discourse, while at the same time favoring practices taken from the world of private insurance. By adopting practices similar to those used by private insurers, mutual health insurers reinforce the commercial conception of their activity. In the same way, by importing some of their practices into their organizations and their healthcare network, mutualist players encourage the emergence of a market conception of healthcare. In so doing, the presenter shows that the players act within the institution when they apply the rules imposed on them, but also on the institution when they help to reinforce certain conventions or representations of health.

La contamination du secteur de l’alphabétisation par les référentiels de l’insertion socio professionnelle, au miroir du recours contraint à la formation.

The contamination of the literacy sector by socio-professional integration benchmarks professional integration, in the mirror of forced recourse to training.

Josua Gräbener 2023

Conference paper, presented at the Réseau de l’Association Française de Sociologie: Protection sociale, politiques sociales et solidarités, 5 July 2023 at Lyon.

 

EXTRAIT
“Le premier objectif de cette communication est purement analytique : il propose une contribution à l’explication de certains processus à l’œuvre dans le champ de l’alphabétisation en Belgique francophone, ici la satellisation du monde civique dans le monde marchand. Le deuxième objectif est programmatique : il propose une stratégie de contre-offensive basée sur les ressources qu’offre le monde industriel. Dans les deux cas, l’intérêt d’une présentation en panel constitué de spécialistes des politiques sociales est de recueillir des suggestions théoriques et méthodologiques pour affiner l’analyse et le projet d’enquête qui en découle. […]
En 2012, Bernard Fusulier et David Laloy publient un rapport d’évaluation du secteur de l’alphabétisation en Belgique francophone. Construit sur le cadre théorique de la sociologie des conventions, il conclut notamment à la coexistence de plusieurs “mondes” ayant chacun leurs régimes de grandeur irréductibles.” (p. 1/2)
EXTRACT
“The first objective of this paper is purely analytical: it proposes a contribution to the explanation of certain processes at work in the field of literacy in French-speaking Belgium, in this case the satellisation of the civic world in the commercial world. The second objective is programmatic: it proposes a counter-offensive strategy based on the resources offered by the industrial world. In both cases, the advantage of a panel presentation by social policy specialists is to gather theoretical and methodological suggestions for refining the analysis and the resulting survey project. […]
In 2012, Bernard Fusulier and David Laloy published a report evaluating the literacy sector in French-speaking Belgium. Built on the theoretical framework of the sociology of conventions, it concludes in particular that several “worlds” coexist, each with their own irreducible regimes of grandeur.” (p. 1/2)

Download link: https://conventions.hypotheses.org/files/2023/09/Grabener-2023.pdf

Good Animal Welfare in Norwegian Farmers’ context. Can both industrial and natural conventions be achieved in the social license to farm?

Logstein, Brit & Bjørkhaug, Brit (2023)

In: Journal of Rural Studies 99, pp. 107-120.
https://www.sciencedirect.com/science/article/pii/S0743016723000517

Journal of Rural Studies

ABSTRACT
This article presents research carried out in Norway, among the population of livestock farmers. It analyses farmers’ understanding of animal welfare, and how their different concerns about animal welfare varies across farmers’ considerations about the role of the agricultural sector in Norwegian society and animal welfare regulations, material conditions at the farm level, farmers’ opinion about animal rights activist groups, and in several individual characteristics. The empirical material was derived from a postal survey conducted in 2020 (n = 745); the analyses were conducted by structural equation modeling (SEM) which has its advantage in identifying latent attitudes. Informed by convention theory, the study shows that two conventions of animal welfare were most prominent among Norwegian livestock farmers. One emphasizing animals’ basic health and feelings and a second animals’natural needs. These two conventions point to a potential split within the livestock farming population. Support for the convention basic health and feelings coincides with efficiency and effectiveness in Norwegian food production and farmers’ contribution to feeding the Norwegian population. Support of the convention natural needs coincides with support for enhancing biodiversity and attractive landscapes as important additional values in Norwegian agriculture. The support for the convention of animals’ needs to behave naturally was found to be lower than the basic health and feelings and this might slow down or hinder implementation of practices and future regulations aimed at enhancing the natural needs of farm animals, accommodation to public expectations of good animal welfare, and is potentially challenging the farmers’ social license to farm animals.”

Report on the Colloquium on Social Research at the University of Lucerne, autumn semester 2022

Irina Wais and Patricia Stöckli (University of Lucerne)

On the occasion of the Colloquium on Social Research at the University of Lucerne (Switzerland), which took place in two-hour sessions spread over the fall semester of 2022. The colloquium was organized by Prof. Dr. Rainer Diaz-Bone and Guy Schwegler. Six lectures mainly related to the economics and sociology of conventions (EC/SC) were presented.

Zusammenarbeit zwischen Uni und Hochschule gibt im Parlament zu reden.

 

The first lecture was given by Jürg Huber from the Hochschule Lucerne on «Strategien zur Bewältigung heterogener Textkorpora in einem vertrauten Feld: Beispiele aus einer Diskursanalyse zum schulischen Musikunterricht» [Strategies for coping with heterogeneous text corpora in a familiar field: examples from a discourse analysis on school music teaching]. Followed by two presentations from France by Prof. Dr. Guillemette de Larquier from the University of Lille (CLERSÉ) on “The substance of conventions in economics (of convention)” and Prof. Dr. Philippe Batifoulier from the University of Paris 13 (CEPN= on “Covid crisis, mainstream economics and economics of conventions”. This was followed by a presentation from Germany with Dr. Sarah Lenz from the University of Hamburg on «Moral infrastructures of digital economy. Wie die Tech-Industrie die Klimakrise lösen will» [How the tech industry wants to solve the climate crisis]. The colloquium was concluded with two Swiss presentations. On the one hand, Prof. Dr. Marion Schulze and Prof. Dr. Alain Müller from the University of Basel with the topic «Durch Materialitäten denken» [Thinking through materialities] and on the other hand with Valeska Cappel from our home university Lucerne on «Digitale Gesundheit: Klassifizierung und klassifizieren von Gesundheit mittels Gesundheits-Apps» [Digital health: classifying and categorizing health using health apps.]. The lectures took place partly at the University of Lucerne and partly online via Zoom.

Convention theory wants to answer the question how the world is looked at. Depending on the field, there are different conventions. In the case of industrial convention, for example, there is standardization and efficiency. The discipline originated in France, particularly in economic sociology and socioeconomics. Today, the theory of conventions is applied in various social science research areas. This is made possible by the transdisciplinarity of the approach.

First session

On September 21, 2022 Jürg Huber presented his research on «Strategien zur Bewältigung heterogener Textkorpora in einem vertrauten Feld: Beispiele aus einer Diskursanalyse zum schulischen Musikunterricht». This session presented how the discipline of music education reflects about its strategies of music teachers traing in relation to the schools and in relation to the music education as a science.

Second session

On October 5, 2022, Guillemette de Larquier gave a presentation on the substance of convention in the Economics of Convention. Like convention theory, economics starts from four general features: Conventions serve to coordinate between actors, they involve regularities in behavior, they are arbitrary, and they are responses to uncertainty. For economists, this raises three questions: what kind of uncertainty is involved in coordination? What kind of rationality do individuals use? On what kind of normativity are conventions based?

For the game theory philosopher David Lewis (Convention, 1969), a convention is an arbitrary, self-sustaining solution to a recurrent coordination problem. Following a convention Lewis describes as a social process of equilibrium selection is where a convention acts as a solution. For Lewis, a convention is self-sustaining. Although conventions are neither legal nor contractual, there is no reason for actors to deviate from it when others conform to it. Conventions set priorities, which may be determined by cultural, cognitive, or biological factors, and facilitate coordination when rational considerations are insufficient. In doing so, actors always reason in terms of the past: they adhere to a convention because they have already adhered to it in previous situations and this has always been the best decision. The actors thus make use of a bounded but calculated rationality. Regarding normativity, the question is whether the convention as a solution is a good (efficient) solution. According to H. Peyton Young, conventions can promote economic welfare because conventions reduce transaction costs by coordinating expectations and reducing uncertainty. On the assumption that a convention is good per se, Young advises cautious optimism. We perceive giving a pregnant woman a seat as a “good” convention. Some time ago, however, blacks in the U.S. had to give up their seats to whites. Young points out that conventions are not always for the common good of all. This is because people can also follow “bad” conventions, since the only “normativity” of a convention lies in its self-reinforcement.

According to economist John Maynard Keynes (The general theory of employment, interest, and money, 1936), the financial investment market is characterized by a radical uncertainty problem arising from the future value of an investment. This problem of valuation in a situation of uncertainty is what Keynes calls speculation. Market value would thus be a self-referential mechanism based on what everyone thinks, what others think, what others think, and so on.

To stop this speculative spiral, there are conventions, such as the assumption that the price tomorrow is likely to be what it was today and what it was yesterday. Although this conventional way of valuing the market does not provide a sufficient basis for a calculated mathematical expectation, as long as the parties involved rely on maintaining the convention, it confers a sufficient degree of stability and continuity. Thus, it is more reasonable to discontinue calculations and follow a convention instead.

The (original French) economics and sociology of conventions enriches convention theory with further insights, such as the recognition that there is a plurality of forms of valuation and action. Uncertainty arises from this plurality of existing conventions. Viewing rationality as interpretive, the French economy of convention assumes that actors have a judgmental capacity about what is appropriate and what is not. Luc Boltanski and Laurent Thévenot (On justification, 2006) emphasize that each convention, described as a value order, corresponds to a particular form of coordination and a particular conception of value. Each convention is thus associated with an evaluation of the good functioning of the collective (common good). In this way, a convention that is perceived as “bad” can be criticized and still remain in place because it is not an arbitrary solution, but a convention.

Third session

Prof. Dr. Philipp Batifoulier’s presentation on October 19, 2022, entitled “Covid crisis, mainstream economics and economics of conventions” demonstrated the importance and ubiquity of values in healthcare. For example, every medical profession has a professional ethic based on a “deontological code” that defines the ethical stance to be followed. This is in stark contrast to the notion of mainstream health economics (MHE), which reduces every conceivable behavior to the logic of homo economicus. However, the goal of a physician is not merely his self-interest, but also his professional commitment and the well-being of his patients. MHE, which is primarily concerned with economic and financial dimensions, makes values a question of efficiency – in the sense of “your money or your life”.

To capture the prevailing diversity of values in health care in terms of convention theory, Batifoulier draws on “framework of orders of justification” by Boltanski and Thévenot (2006), which understands orders of value as models of valuation to assign value to people and things. In the field of health care, Batifoulier distinguishes six orders of value: the market order (competition, favorability, value for money), the civic order (welfare, solidarity, public access), the industrial order (efficiency and performance enhancement), the domestic order (proximity, neighborhood, tradition), the opinion fame order (popularity, public recognition, audience), and the inspired order (research, innovation, creativity). What is a good doctor or a good hospital can be justified from this perspective in different ways, depending on the value order chosen. Quality depends on conventions and is based on the values that a particular community holds for the common good of its members.

Using the example of hospital reforms in Western countries, Batifoulier illustrated this plurality of values. While these reforms are based on an industrial quality convention that has justified, among other things, the regrouping of and closure of local hospitals, patients place more value on home-based quality, that is, on high-quality care that is accessible in time and space. Patients even oppose these reforms in the name of industrial quality if it makes access to care more difficult.

Batifoulier’s analysis also focuses specifically on the processes of valorization/devalorization. The power structure and health policy prescribe value orders by defining what is more and what is less valuable – they valorize and devalorize. The dominance of certain conventions/qualities thus reflects prevailing power relations. Actors who possess the “power of valorization” determine which convention/quality is preferred. In the health sector, this power of valorization belongs to politicians and the health bureaucracy, which valorize market quality: Health care must therefore be cost-effective, and a “good” hospital physician should be both a qualified medical professional and a professional who makes money for the hospital.

The COVID-19 crisis makes visible developments and problems that often remained veiled in the ordinary situation. The crisis has reminded us that humans are mortal. Unlike homo economicus, the individual suffers and is often particularly helpless and weakened in the face of illness. A dogmatic position on values, as the MHE does, cannot be used to understand the COVID-19 crisis. The EC/SC, on the other hand, insists on the empirical reality of a plurality of values. This was extremely important in mastering the crisis. If a single mode of coordination (or quality convention) had been assumed, the crisis would have been even greater. Nurses represented different values, and mastering such a crisis also meant appealing to a plurality of values. The COVID-19 crisis is thus also a crisis of collective forms of coordination, interpretation, and evaluation.

In conclusion, Batifoulier emphasized that an analysis of health policy should always be value-based, and the EC/SC provides a helpful framework for this. The COVID-19 pandemic demonstrated how critique from a health-preferred perspective, can bring economic activity to a halt. Convention theorists can examine whether health capitalism takes this critique and adapts by emphasizing concern for the self and the healthy body.

Fourth session

On November 2, 2022, Dr. Sarah Lenz presented her research on site, “Moral infrastructures of digital economy. Wie die Tech-Industrie die Klimakrise lösen will”.

In her research, Sarah Lenz links the theory of social worlds and arenas with the economics and sociology of conventions (EC/SC) in order to sociologically grasp the relationship between the transformational dynamics of digitalization and sustainability. Her guiding question is thus: How do societies respond to such challenges?

To begin, Lenz described the legitimation crises of digital and ecological modernization. Both the ecological critique and the call for democratic digitalization have been around since the 1990s; both visions are grounded in perspectives critical of capitalism, deal with issues of inclusion, and are more necessary today than ever. The vision of democratic digitization, for example, has not only failed to materialize, but has even taken an opposite direction. Commercialization, monopolization and surveillance are central elements of the new digital world.

With regard to the present, Lenz emphasized the simultaneity of both crises. The crisis of sustainability and digitalization are interrelated. On the one hand, digital technologies have a major impact on the climate crisis. Besides the high energy consumption, the production of digital technologies, such as the production of smartphones, consumes valuable natural resources (“precious earths”). On the other hand, digital technologies are also seen as having potential for combating the climate crisis, in the form of “environmental monitoring”. This raises the question of whether digital technologies promote or impede the implementation of sustainability goals. Whether digital technologies are considered sustainable is subject not least to the interpretative sovereignty of the IT industry. In this context, Lenz also focuses on forms of power and inequality that result from the interaction of both transformation dynamics.

Methodologically, Lenz is guided by the Grounded Theory situation analysis according to Adele Clarke. The situation to be analyzed, the relationship between digitalization and sustainability, involves individual and collective action and is characterized by radical uncertainty as well as different normative reference points – hence the link to the sociology of conventions. The basic idea is to link the EC/SC approach with the concept of social worlds, with the idea of a sociology in crisis mode. According to Lenz, one challenge that might arise from this is based on the fact that EC/SC focuses more on static states, while Lenz’s research interest is in transformational dynamics.

With the concept of boundary objects, Lenz wants to connect EC/SC with the study of social worlds. This is because boundary objects enable coordination between different worlds. From a pragmatic perspective, Lenz wants to ground EC/SC materially with the help of boundary objects. As boundary objects, Lenz considers models, theories, global standards, or climate networks that mediate the interface of the social world of digitalization and the social world of sustainability.

A key boundary object is the “Action Plan for a sustainable Planet in the digital age”. This Action Plan has three concerns. First, a change in values and norms, such as breaking away from profit orientation. Second, sustainable digitization and third, the promotion of sustainable digital innovations.

Fifth session

On November 23, 2022, Prof. Dr. Marion Schulze and Prof. Dr. Alain Müller gave a lecture on «Durch Materialitäten denken».

Schulze and Müller presented their research individually, but emphasized that they are “materially” interwoven. Both researches are an attempt to reunite social scientific thinking on the question of materialities. Methodologically, they use recursive heuristics to think social scientific thinking from artisanal expertise and practices.

Müller’s research explores the question of realism in the practice of constructing mountain reliefs. Thus, he argues, a successful relief looks confusingly similar to the real mountain, in the sense of a parallel shift between the model and the copy. Theoretically, Müller draws heavily on Bruno Latour.

Müller has also noted the central importance of this reference to reality among the authors and readers of “realistic” Franco-Belgian comics. There is a strong expectation that the drawings faithfully reflect reality. At the same time, the community also accepts a certain degree of creative and artistic representation. Müller wonders what conventions are maintained in the negotiation of this tension in the community.

As an anthropologist of science, Müller’s methodological approach is ethnographic. On the grounds that ethnography emerged under the influence of realist literature and is thus in a realist tradition. Furthermore, ethnography focuses on matter and locally situated practices, which is why this method lends itself to the practice of relief construction. In his fieldwork, Müller visited Hugo Lienhard’s workshop for mountain reliefs and used the method of photo-ethnography. He asked himself what rhetoric Hugo Lienhard used in the process of making reliefs to capture the process from model to likeness.

Müller related that Hugo Lienhard always walks off the mountain to be depicted in advance in order to “feel” and experience it. In the subsequent construction process, however, it is only about the mountain and aesthetic or energetic aspects have to be left out. For Müller, this raises the question of how plural realities are represented as singular realities.

Schulze’s research is to be placed in the field of gender studies. She is interested in “doing weaving,” practices of weaving in the genealogy of feminism. Schulze shows how weaving comes to be used in different feminist practices.

Sixth session

The last talk was given by Valeska Cappel on December 7, 2022, on the topic of digital health, «Digitale Gesundheit: Klassifizierung und klassifizieren von Gesundheit mittels Gesundheits-Apps».

Valeska Cappels’s ongoing research aims to find out to what extent health classifications are changing and how the operationalization of health happens. Compared to the past, today health is dealt with in a preventive way, this change happened through digitalization and the accompanying health apps. The core question of the research is how do the users deal with the concepts of health apps? After all, health can be viewed from different “convention views” and thus approached differently accordingly. The current state of research at the talk we heard was that there are three ideal types of health app users. The balanced, the subjected, and the misappropriated. The balanced have knowledge of health themselves and use the apps to reflect that knowledge. The subjected have their behavior influenced by these apps. The misappropriated used the apps but without a specific goal.

La digitalisation comme convention d’effort multiniveau

Digitalization as a multilevel effort convention

Etude de la diffusion du Building Information modeling (BIM) dans une entreprise française de construction [Study of the diffusion of Building Information Modeling (BIM) in a French construction company]. PhD thesis

Roland Bessenay
https://www.theses.fr/2022LYSE3010

Résumé. Tandis que la digitalisation du travail est décrite par les milieux stratégiques et managériaux comme une transformation nécessaire et souhaitable, elle rencontre simultanément une résistance parmi certains professionnels. La littérature gestionnaire interprète généralement cette rupture soit à l’échelle « macro », en étudiant comment les usagers résistent à certaines pressions appliquées à l’ensemble d’une organisation ou d’un secteur, soit à l’échelle « micro », en décrivant des processus locaux de contournement des outils digitaux par les usagers. La présente thèse propose de réunir ces deux échelles en mobilisant une approche « multiniveau », consistant à étudier comment la digitalisation se diffuse à différents niveaux afin de transformer la façon dont les professionnels se représentent leur propre activité. Pour comprendre à la fois le rôle spécifique de chacun des niveaux dans cette diffusion ainsi que leurs influences réciproques, nous mobilisons le modèle structural des conventions, et définissons la digitalisation comme une convention d’effort, c’est-à-dire comme une remise en cause de l’effort que les usagers-professionnels appliquent dans leur travail. En étudiant un cas d’adoption du Building Information Modeling (BIM), une base de données modélisable et partagée promue au sein d’une entreprise française de construction, nous montrons comment le niveau institutionnel, composé d’éditeurs de logiciel et de consultants, légitime l’usage du BIM dans l’effort quotidien des professionnels ; comment le niveau organisationnel, composé des cadres digitaux de l’entreprise étudiée, prescrit son mode d’usage, et comment les deux niveaux professionnels, composés des concepteurs de plan en bureau d’étude et des exécutants de bâtiment sur chantier, réalisent (ou non) ce nouvel effort. En outre, nous montrons comment chaque niveau est influencé dans sa diffusion par ses interactions avec les autres niveaux, et parvenons à expliquer grâce à ce phénomène pourquoi les concepteurs acceptent le BIM, et pourquoi les exécutants le refusent. D’un point de vue théorique, ces résultats nous permettent de lire par le même cadre heuristique les interactions intra et inter niveaux, ainsi que d’interpréter leurs effets sur les représentations des professionnels. Ils reconsidèrent également le phénomène de digitalisation, en voyant celui-ci non pas uniquement comme un moyen rationnel de « désiloter » l’entreprise, mais aussi comme une multitude de médiations construites par le mimétisme non-intentionnel de ses acteurs. D’un point de vue managérial, cette recherche énonce diverses recommandations stratégiques à travers une typologie des modes de digitalisation, et enjoint les organisations à interagir avec leurs professionnels en développant des espaces de discussion sur les transformations du travail.

Abstract. While the digitization of work is described by strategic and managerial circles as a necessary and desirable transformation, it also meets resistance among certain professionals actors. Management literature generally interprets this rupture either on a “macro” scale, by studying how users resist to some pressures applied across an organization or a sector, either on a “micro” scale, by describing local processes of circumvention of digital tools by users. This thesis proposes to combine these two scales by mobilizing a “multilevel” approach, consisting in studying how digitalization spreads at different levels in order to transform the way professionals represent their own activity. To understand both the specific role of each level in this diffusion as well as their mutual influences, we mobilize the structural model of conventions, and define digitalization as an effort convention, i.e. as a reconsideration of the effort that user-professionals apply in their work. By studying a case of adoption of Building Information Modeling (BIM), a shared modelling database promoted within a French construction company, we show how the institutional level, composed of software editors and consultants, legitimizes the use of BIM in the daily effort of professionals; how the organizational level, composed of the digital executives of the studied company, prescribes its usage mode, and how the two professional levels, composed of the plan designers in the design office and the building executors on the building site, realize (or not) this new effort. Moreover, we show how each level is influenced by its interactions with the other levels, and we manage to explain through this phenomenon why designers accept BIM, and why executors refuse it. From a theoretical perspective, these results allow us to read intra and inter level interactions through the same heuristic framework, as well as to interpret their effects on the professionals’ representations. They also reconsider the phenomenon of digitalization, by seeing it not only as a rational way to integrate the company, but also as a multiplicity of mediations constructed by the unintentional mimetism of its actors. From a managerial standpoint, this research provides various strategic recommendations through a typology of digitization modes, and urges organizations to interact with their professionals by developing discussion spaces on work transformations.

Jury:
Hélène Delacour, Professeur des Universités, Université de Lorraine, Rapportrice
Albert David, Professeur des Universités, Université Paris Dauphine-PSL, Rapporteur
Bérangère Szostak, Professeur des Universités, Université de Lorraine, Examinatrice
Jean-Fabrice Lebraty, Professeur des Universités, Université Lyon 3, Examinateur
Xavier Lecocq, Professeur des Universités, Université de Lille, Examinateur
Pierre-Yves Gomez, Professeur, EM Lyon Business School, Directeur de thèse

Soutenue le 05-04-2022 à Lyon , dans le cadre de École doctorale Sciences économiques et gestion (University Jean Moulin Lyon).
Download link: https://www.theses.fr/2022LYSE3010/document

A tribute to Robert Salais’ work

Christian Bessy & Claude Didry (2022)

Report on the round table initiated by Florent Le Bot (IDHES Université d’Evry) at the occasion of presenting and reflecting on the new publication:
Christian Bessy & Claude Didry (eds.) (2022): L’économie est une science réflexive. Chômage, convention et capacité dans l’œuvre de Robert Salais. [Economics is a reflexive science. Unemployment, convention and capacity in the work of Robert Salais]. Villeneuve d’Ascq: Presses Universitaire du Septentrion.
https://www.septentrion.com/fr/livre/?GCOI=27574100797150


23 November 2022
PROGRAM
16H00 Welcome
16H15
Introduction by Florent Le Bot and Valérie Boussard (IDHES Nanterre)
Presentation of the book by Christian Bessy (IDHES ENS Paris-Saclay) and Claude Didry (CMH).
16H35 Robert Salais (thanks, questions to the following speakers, etc.)
16H45 break.
17H00 Presentation of the speakers by Florent Le Bot
Intervention Jean-Louis Fabiani (Central European University).
Speech by Jean-Philippe Robé (Lawyer).
17H40 Robert Salais
18H00- 19H00 Exchange with the audience.
19H00 Cocktail.

REPORT

This round table took place in a very relaxed and friendly atmosphere, without losing sight of the quality of the intellectual exchanges around the collective work coordinated by Christian Bessy and Claude Didry, in homage to the work of Robert Salais.

Valérie Boussard recalled the central role of Robert Salais in the creation of the IDHES (Institutions et Dynamiques Historiques de l’Economie et de la Société) and its interdisciplinary orientation between economics, history, sociology and law. More than a heritage to be protected, Robert’s work constitutes a matrix generating new research issues in order to respond to societal challenges.
Claude Didry then recalled his meeting with Robert Salais in 1990, when he published an article on Durkheim in a dossier of the journal Genèses devoted to “the construction of the social fact”. This meeting was part of what Jean Luciani refers to in the book as the “detour through history”, to return to the institutional dynamics around which the work of Robert Salais and his team developed. Claude Didry retains from this meeting Robert Salais’ ability to read a text, not by underlining its shortcomings, but by adopting a true reading intended to highlight its contributions. This intellectual openness that Robert Salais impelled in economics of convention (EC) was then functioning at full speed, in a CNRS Research Group, where historical, legal and economic seminars crossed. Claude Didry speaks of “a bubbling hive of activity where we thought about many things, reading the philosophical foundations of EC, around Lewis, non-modal logic or Jaakko Hintikka’s theory of “possible worlds”. Didry returns to the structuring of the book in 6 parts (work, employment and unemployment, worlds of production and dynamics of innovation, institutions and conventions, Europe and capacities, quantification and democracy), emphasizing that these parts follow a biographical logic proceeding by “reflexive leaps”, the research nourishing each time a reflexive deepening towards new objects. He also underlines the collective dimension of the scientific investigation and Robert Salais’ involvement in the design of the institutional architecture of the IDHE laboratory, created in 1997 by the CNRS, as recounted in the first part of the book. In other words, in the case of Robert Salais, it is impossible to distinguish the researcher from the organizer of the research.

Christian Bessy returned to Robert Salais’ final text entitled “Ecological crisis and reflexive economy, an opening”. This text allows us to go through all the contributions, because the author responds to each one, certainly in footnotes, but also, seizes the opportunity that the coordinators of the book had thrown him around the concept of reflexive economy:
“A reflexive economy is an economy that first looks behind itself and investigates the damage it inflicts on our world. Thus informed, it then projects itself into the future and pursues its development in a way that reduces its past ecological and human footprint. It places at its center the democratic deliberation between actors on the evaluation of this footprint and on the solutions to be engaged.” (p. 307)
This approach is based on a change of posture towards things that cannot be reduced to simple objects over which we have control. Symmetrically, it would be necessary to take hold of things, “to face them as they are”, with their multiple uncertainties, says Robert Salais, in order to generate this time a “reflexive economy”, in the sense of a learning and a mode of knowledge, allowing to “see, distinguish, know, and name the particularities of each thing in relation to the others” (p. 330). This is in line with the “theory of taking” elaborated with Francis Chateauraynaud.

The contribution of Robert Salais today in this concluding text is not only reduced to a theory of knowledge based on the perceptions of the environment giving more thickness to things. He also returns to the contribution of David Lewis (1969) to the theory of conventions and in particular the distinction between two types of convention contrasting two principles of action:
– to qualify the objects according to a general principle, from crossed anticipations,
– to identify things according to a principle of particularity, based on the engagement of the sensory faculties to know how to act in the situation.
Christian Bessy concludes on the phenomenological conversion of Robert Salais and the necessity to articulate different scales of analysis of the crisis of the sensible in the transformations of capitalism.

Robert Salais warmly greeted the contributors to the book and the participants in the round table, in particular the two discussants, Jean-Louis Fabiani, whom he met at the Wissenschaftskolleg zu Berlin (WIKO) in 2007, and Jean-Philippe Robé, with whom he worked with Gabriel Colletis on the Greek crisis in 2015, imagining in particular converting the Greek debt into investment financing. Today, with the ecological transition, the problem is much the same, as it would require reforming the way finance works. In a striking manner, Robert Salais shares his feelings on the book presented in these terms:
“As I read and reread it, I am impressed by the book, even intimidated in some ways, of all the research it contains that has been done and is yet to be done. It’s not really a tribute […]. What would you say if you were like me in front of another self that is there in the book, which you can’t deny looks a little like you? It seems to you moreover less volatile than what you do. It’s very disturbing in a way. It took me a while to adapt to this kind of thing. What comforts me is that this other one is the work product of a collective. Those who are there because they belong to the work of the IDHE, but also others who are there episodically. I join Laurent (Thévenot in his text) in saying that we are faced with a collective that was constituted and built by people who felt the potentialities, the freedoms, of a pivotal period, let’s say those of the 1960s to the 1980s. Each one at his moment, each one in his way, finally assumed to put themselves together, via convergences of which they did not know necessarily, because somewhere it is not intentional”.
This is the best description of the passage from a subjective to an objective mind. He emphasizes that when reading the book, he “feels a kind of internal vitality, a pleasure, almost, I would say, of each and every one. There is a deployment of energy both in time and space that has continued until today and which I hope will continue, but! In a way, we are part of a generation that is a bit of a turning point, that has put some stones on which we can build to go further. This is not true of all the works of this generation. They are possible supports, but young people must seize them because they are the ones who will be confronted with the phenomenon in all its complex reality. I think very modestly that we have begun to lay the foundations for a new understanding of our world, to review, to propose a critique and instruments to see differently. In fact, we have all sensed, each at our own time, that the future that was predicted for us was not so admirable. And in fact, what was being prepared looked an awful lot like a closure of the future, under the apparent evidence of openness, innovation, etc., and so I think that we started to take our responsibilities in front of these choices that were closing us in and that represented denials of reality. Now, as Christian Bessy said, the economy as we know it is completely unsuited to the development of new relationships between humans and nature. We must work together between the different sciences.

Jean-Louis Fabiani took the floor, beginning by thanking the organizers of the round table for inviting him to discuss the book on the work of Robert Salais, taking the point of view of the sociologist of intellectual life: “Robert Salais, an economist for a renewed sociology”. He emphasizes the opportunities, encounters, and conjunctures that give rise to new configurations. He proposes to start from the fruitful relationship between the sociologist Jean-Claude Passeron and the economist Louis-André Gérard-Varet, which led to the famous book Le modèle et l’enquête (1995). In relation to this attempt at dialogue, he positions the economics of conventions, whose manifesto was published in the Revue Economique (March 1989) at practically the same time and which “proposes something more mobile than a paradigm, a sort of configuration, perhaps this is not the best word, around a common object, conventions […]. EC wanted to stop taking into account the fact that it was not a paradigm. The EC wanted to stop taking for granted divisions that present contingent, even arbitrary dimensions, and that we naturalize without thinking about it by putting forward in a way the defense of the disciplinary body and therefore there was in this manifesto, which is a program, a watchword, the claimed necessity to widen the field of economic research to what I call these cultural peripheries: the historical science mentioned above, but also the law central in the operation I think and sometimes neglected by sociologists after Durkheim”. For Jean-Louis Fabiani, what appears central in the trajectory of Robert Salais is the refusal to reject the statistical tools (of economists) on the pretext that the model in which these tools are used is not satisfactory. This very rich book shows that Robert Salais’ works survive the critical and reflexive turn of his activity, beginning with L’Invention du chômage in 1986, which questions, as sociologists have traditionally done since Durkheim, the historical production of social categories. He provides an image of the heroic civil servant that evokes a nostalgia for a period of fertility and camaraderie, a period that contrasts today with a field based on individual performance.
“I would like to return to the notion of “reflexivity”, a notion that I am wary of because it risks being overused and we end up putting all the facilities of autoethnography in this word. The question of reflexivity in the social sciences is vast […]. What is a reflexive return? What do we have in mind when we say that the habitus is pre-reflexive? Is it a skill reserved for the researcher or a universal property of consciousness?”
He refers to the quotation from Robert Salais, mentioned by Christian Bessy, which gives a good illustration of his posture and which leads to a better social diffusion of knowledge production. CE would propose another way of posing the problems of ecological transition that is less prophetic, less Leninist and ultimately more effective. This leads Robert Salais to redefine the conditions of our own social legitimacy, a legitimacy that is in danger because of a technostructure more and more subservient to financial capital.

It is in a more pragmatic vein that Jean-Philippe Robé underlines this financial impasse that “leads us straight to the wall”. He raises the question of how the law, and in particular accounting methods, can change the behavior of large companies (banks and investment funds), which cannot be reduced to small externalities at the margin. What has not been done in the past should now be done quickly. The only solution is to develop carbon sinks. He returns to the question of a reflexive economy:
“I don’t think that an economy as such can be reflexive itself, on the other hand organizations can have a reflexive behavior beyond the search for profit by taking into account other objectives. It is therefore necessary to democratize the enterprise in order to recreate a common good, an intermediary, between the public and the private. It is the ecological quality at all stages of the value chain that must be taken into account and impact the company. For this lawyer, it is important to introduce the replacement cost of environmental capital, the cost of creating the carbon sink, and to change the accounting rules so that these costs are charged to the company.

The discussion resumed on the need for political action in the face of the environmental emergency, given the limits of a response within the framework of neo-liberal capitalism. Guillaume Mercoeur, a doctoral student in sociology, emphasized the original dimensions of Robert Salais’ approach to the analysis of heterodox Anglo-Saxon economics in the field of climate change, and in particular the contributions of Andreas Malm. He refers to his thesis work on trade union involvement in improving working conditions and environmental issues, highlighting different levels of action over which the actors have control.
Robert Salais replied that different contributions in the book deal with reforms leading to the co-determined enterprise (Olivier Favereau), the sustainable enterprise (Jürgen Kädtler) and the enabling enterprise (Bénédicte Zimmerman).

Florent Le Bot, Robert Salais, Jean-Philippe Robé, Christian Bessy and Claude Didry

Economics/Sociology of Conventions: An Interdisciplinary Workshop for Methods and Theory Development (with Special Focus on Education)

Leibniz University Hannover 15th and 16th September 2022

Report by Laverne Iminza Chore (University of Innsbruck)

The Leibniz University Hannover recently hosted the 12th Economics / Sociology of Conventions (EC/SC) workshop for methods and theory development with a particular focus on education. Christian Imdorf, Arne Böker & Christian Schneijderberg jointly organised the event held on the 15th and 16th of September 2022, which received support from the Fritz Thyssen Foundation. The workshop saw scholars from German-speaking countries (Germany, Austria, Switzerland), France, and Sweden come together to advance the EC/SC discourse in the field of education and beyond.

Romuald Normand (University of Strasbourg), whose research spans international comparison of education policies, the European construction of lifelong learning, globalization and transformations of higher education, and actors and policies of innovation in education accepted the invitation for a keynote. In his talk, he proposed to renew the critique of neoliberalism in the field of education and analyzed how EC/SC and European sociologies in education could engage in constructive and reflexive dialogue for this purpose. Romuald Normand showed how the use of EC/SC can offer possibilities for extending the critique of neoliberalism by analyzing plural modes of coordination and evaluation in quality and accountability policies in education systems and the underlying grammar.

The congregated scholars addressed social and educational inequalities, educational governance, skilling, sustainability and change, and the COVID-19 pandemic. The two presentations centered on inequalities included Kenneth Horvath’s (University of Teacher Education, Zürich) work on educational inequalities and Leonie Bisang’s (University of Lucerne) early career project on social inequality. In his presentation “The conundrum of how to test for talent”, Kenneth Horvath posed the critical question of whether French pragmatic sociology offers a novel perspective on racism. His session clarified that talent and merit are impossible to test. He elaborated on why it is challenging to test for talent by pointing out the ambiguities, potentialities, plurality and contextuality that engulf it. Kenneth Horvath’s work proposes that instead of testing for talent, research should concern itself with inquiring about racism. The paper is still in the formative phase, but the potential outcomes for EC/SC and how it influences perceptions on tests is something to anticipate. Leonie Bisang, in her presentation on “Social inequality in the transition from school to university: university or university of applied sciences?” posited that social backgrounds play a significant part in shaping the educational trajectory of young people. She highlighted a possible connection of Pierre Bourdieu’s approach with EC/SC using the example of the transition from upper secondary to tertiary education. From her work, two approaches are conceivable: If one takes situationalism seriously, the question arises regarding situations in which habitus is an active support. If, on the other hand, one considers the habitus as the primary explanatory principle, actors only come into situations through this. It is intriguing how the conceptualization fits the empiric as this early career project unfolds.

The second stream of sessions revolved around the governance of educational transitions with presentations by Raffaella Simona Esposito (University of Teacher Education FHNW) and Regula Julia Leeman & Sandra Hafner (University of Teacher Education FHNW). In her presentation, Raffaella Esposito showed how, in the transition from compulsory to post-compulsory upper secondary education, the supply of and access to vocational middle schools is steered (in an active/passive and direct/indirect way) employing targeted strategies and instruments. Using the example of two cantonal case studies, she showed that both cantons studied restricted these school-based vocational programs, not least because this allows the balance of power between company-based vocational education and training (VET) and school-based VET to be maintained and company-based VET to be reproduced and stabilized as an unquestioned standard within the Swiss VET system. The discussion after this presentation revolved around possible elements of a power analysis guided by conventional theory. Regula Leemann, Sandra Hafner and Raffaella Esposito presented the first results of a study on the importance of key indicators in the political governance of educational transitions and a related traffic light system in a selected canton in Switzerland. Based on documents and interviews, they demonstrated that the construction of the indicators is based on different common goods, providing the responsible actors with a map for orientation and a warning system to cope with uncertainties in governance and enable legitimacy of governance towards the taxpaying public. At the same time, these indicators unfold as standards of normative power typically oriented towards a statistical average of, e.g., the historical development of reference entities like other cantons or Switzerland as a whole. Therefore, key indicators not only support responsible actors in reaching a common good but also restrict their views and way of action as they are narrowed down to the measurable indicator and target, reducing the plurality of modes of engagement to quantifiable outputs. In the discussion, Romuald Normand pointed out that these indicators, which are oriented toward the civic convention, can counter market logics that influences many national education systems. Kenneth Horvath suggested that the limitations and restrictions in the coordination of action by indicators need to be reviewed critically.

A further group of sessions falling under the theme of sustainability and change was led by Sarah Lenz (Hamburg University), and Eltje Gajewski (University of Duisburg-Essen) & Simon Schrör (Weizenbaum-Institute/Humboldt University). In her presentation, Sarah Lenz addressed the question of how the theory of social worlds and arenas – the US-American pragmatist approach – can contribute to the study of conventions. Starting from the emerging discourses about the mutual effects of digitalization and sustainability, she argues that the pragmatistic-interactionist theory of social worlds and arenas is much more concerned about the micro-sociological preconditions in light of heterogeneous perspectives. Analyzing how actors of different interests collide within arenas as zones of conflict, defending, contesting their positions, negotiating, manipulating, or even excluding others, provides direct insight into “power in action” and the emergence of inequalities and new paradoxes. Taking the example of a collaboratively developed “action plan for sustainability in the digital age”, she shows how actors create objects they can all refer to together without denying their positions. Such boundary objects allow – in contrast to how the sociology of conventions would suggest – also “compromises without consensus”. Thus, from the perspective of the sociology of conventions, it is worthwhile to examine such boundary objects and the normative infrastructures they stabilize. Elte Gajewskis and Simon Schrör’s research looks at the ecological reconfiguration of product presentation by empirically investigating drugstore products. They demonstrate how standard products are enriched through varied analytical and narrative forms of presentation with a promise of sustainability. The theoretical argument draws from Luc Boltanski and Arnaud Esquerre’s view of the economics of enrichment. The take-home message from the discussion was that their work appears to be a robust scheme to apply to further empirical research. At the same time, an emphasis on the mechanisms behind the enrichment strategies, especially on meta price, could help develop an in-depth middle-range theory that integrates the presentation and the price-setting of sustainable products. Christian Schneijderberg (University of Kassel) conducted a presentation that addressed accreditation, audit and evaluation regimes in higher education and provided an integrated approach and analytical framework to study them as effective long-term governance means or higher education policy tools. Drawing from Thévenot, he emphasized that when studying organizational procedures, multiple conventions apply during the process, primarily industrial but also domestic, inspired and civic conventions. The complex situation could be analytically divided into several sub-situations in a study on investments in form. For example, organized procedures legitimized by civic action (situation 1, e.g., law-making by parliament about the accreditation of universities), which are adapted in law-applying by legitimate representative bodies of actors (situation 2, e.g., accreditation council, including representatives of the academic profession, students, etc.), which decide on regulations (e.g., accreditation criteria) to guide the work of organizations (situation 3, e.g., accreditation agencies and expert groups (i.e., another collective of actors in the law-application)), etc. After analyzing all sub-situation separately, the “overall” picture of organized procedures could be constituted by comparatively looking at specificities (e.g., differences) and commonalities (e.g., similarities) reflected in the ideal types of conventions/orders of worth. Christian Schneijderberg further elaborated on this with the following commentary: “EC/SC is very much “stuck” on analyzing the micro- and/or macro-levels, including the micro-macro link. The responses to my presentation make it clear that the sociological meso-level – addressing organizational behavior and organized procedures – seemingly needs to become more present in theory and methods development and application”.

Two presentations focused on positioning EC/SC in other established fields, such as HRM and organization studies. In her presentation of a soon-to-be-published book, Julia Brandl (University of Innsbruck) questions why human resource management has yet to catch up with the EC/SC approach. She highlights common themes and questions that both fields touch on and illuminates how labor conventions provide a rich avenue for exploring how employment practices influence employee behavior and enable coordination at the workplace. Julia Brandl relates EC/SC to the pluralist HRM paradigm that acknowledges the coexistence of conventions and how that is a condition for democracy. The presentation culminates with a prescription of how the sociology of conventions may enrich human resource management research. Simon Weingärtner, Monika Hasenbruch and Juan S. Guse (Leibniz University Hannover) also touched on EC/SC and sociology/organization studies. Their paper presentation on “organized justification” gave an insight into their findings on merit-based selection procedures for “gifted” people in different organizations. Building on ethnographic observations, they argued for expanding Boltanski’s and Thévenot’s regime theories of action or “engagement”, which takes into account formal organization as an independent context of justification processes and stresses the role of “compromise objects”. The presentation was remarked on by Lisa Knoll (University of Paderborn), who agreed that the organization phenomenon deserves more attention in EC/SC analyses. Her critique focused on what she perceived as an essentialist notion of organization which she views as incompatible with methodological situationalism. Her comment was followed by a lively discussion about the role of organizations within the EC/SC framework.

In the session “Telemedicine during the Covid-19-pandemic: conventions, competencies, and collaboration – the case of Covid-19-teleconsultations”, Karolin Kappler (FernUniversität in Hagen) presented three scenarios of teleconsultations-uses, which she and the team in Hagen around Stefan Smolnik worked out from interviews with intensive care physicians who used Covid-19-teleconsultations. During the vivid discussion, the attendees emphasized the importance of focusing on the negotiation processes and the upcoming moments of conflicts and negotiation between different stakeholders involved in the acceptance, adoption and use of teleconsultations. Furthermore, for the ongoing research on the implementation of teleconsultations for further indications (such as heart failure or rare diseases), possible research questions and methodological approaches were discussed. This presentation was part of the pandemic and crisis theme that was also dominant in the show-and-tell sessions featuring Karolin Kappler’s “Corona as an Accelerator of Digitization-border-work in times of home-office, home-schooling, and home-everything”, Sarah Lenz’s “Society at Risk-Sociality as Risk. Situational Experience and Coping with Uncertainty during the First Lockdown” and Valeska Cappel’s “Corona-Apps-once familiar data is given a new purpose, regimes turn into conventions”.

When comparing lifelong learning systems across Europe, Swedish vocational education and training has been heralded as representing a universal regime with a strong emphasis on solidarity, egalitarianism and social citizenship. However, the introduction of higher vocational education (HVE, yrkeshögskolan), a post-secondary training form mandated to train people to meet local labor market needs, complicates these composite descriptions. Rebecca Ye (Stockholm University) expounded on the questions about the Swedish VET as representing a universalist, statist and school-based ideal type. Building theoretically on the sociology of conventions, the paper probes the plural worlds of higher vocational education participation beyond simplistic understandings of human capital accumulation or universalistic welfare. Drawing on interviews with trainees and archival material, the project examines forms of justifications evoked by ordinary actors engaged in this training form. The analysis reveals that HVE participants do not enroll merely to “get work” or “get ahead”. Instead, their participation is described as a response to constraints in terms of geographical and social proximity to challenging the difficult circumstances they encounter in the labor market. Or their enrolment is a result of contingency and vacancy chains. Taken together, she suggests that HVE serves as a mode of governing vocational knowledge through operating as a projective institution within reach that offers compromises between a plurality of interests. “From the lively discussion that followed after the presentation of our working paper, comments received from esteemed members of the EC/SC workshop spurred us to consider how we can discuss these findings, and the popularization and transformation of a skilling regime in Sweden, concerning the temporality of welfare conventions. Moreover, there were suggestions for our analysis to go further to identify and locate the common good. As we progress our work, we will also embark on a more in-depth discussion on the implications of projective institutions for the contemporary governance of vocational knowledge and competencies” Rebecca Ye commented.

Early career project presentations at this workshop also included Martin Gehrig’s “Coordination of Action in Curriculum Development”. After his presentation, Martin Gehrig remarked that the feedback was pivotal in highlighting that he still needs to find a way out of the mess of the social negotiation processes in the curriculum project. In his own words: “Against the background of the EC/SC, I now want to tell a story of my own about the project – a story that doesn’t ignore the uncertainties and conflicts and traces the role of conventions and objects in stabilizing it”. Sandro Stübi in his dissertation project presentation “Recognition of prior learning in Switzerland’s collectively organized skill formation system” found the workshop a valuable springboard for idea exchange and advancing one’s questions.

To wrap up what had been a stimulating workshop, Rainer Diaz-Bone and Ken Horvath shared their latest thoughts on how EC/SC could be a foundation for the sociology of social research and for the sociology of quantification, more specifically. In their presentation entitled “On data worlds, social research and convention theory”, they emphasized that measurement, which is key for linking social theory and quantification, is organized by a plurality of conventions and epistemic values in different data worlds. EC/SC could therefore address several issues that have been foreclosed in much social research, spanning from the social problems to which the development of methods provides answers over the application of established methods in different situations to the loss of their acceptability and relevance. This presentation inspired interesting questions and conversations for the future directions of EC/SC and marked a culmination of the workshop.

We are very grateful to the Fritz Thyssen Foundation for the generous support provided for the EC/SC workshop and the Leibniz University Hannover for hosting this year’s edition.

Session on Education and Conventions held at the German Sociological Association’s 2022 conference in Bielefeld (Germany)

Christian Imdorf (Leibniz University Hannover) & Kenneth Horvath (University of Teacher Education Zurich)

At the occasion of the German Sociological Association’s (DGS) bi-annual conference, held in Bielefeld, Germany, 26-30 September 2022, a session on education and conventions has been organised. The session “Bildung und Konventionen: Aktuelle Schwerpunkte, Entwicklungslinien und Herausforderungen im Überblick [Education and Conventions: An overview of current focal points, lines of development and challenges]” was chaired by Christian Imdorf (Leibniz University Hannover) and Kenneth Horvath (University of Teacher Education Zurich). The multifaceted field of French pragmatic sociology offers innovative explanatory and analytical approaches for a number of current processes in education and challenges in the sociology of education such as standardization, quantification and datafication of education, conflicts and controversies over educational quality and equity, or the interplay of science, politics and practice in the establishment and transformation of educational arrangements. The session aimed at discussing the potentials and findings, but also the challenges and desiderata of a “pragmatic” sociology of education and its further development. The following set of questions framed the session: How can convention theory help approach current topics and questions in the sociology of education more convincingly and productively than with “traditional” theoretical offers? How can we employ concepts of pragmatic sociology (such as school worlds, educational regimes, justification orders, tests/examinations, etc.) in order to deal with current research problems? How can understandings of meritocracy and (increasingly ambiguous and uncertain) processes of assessment in educational contexts be analyzed? What methodological challenges and consequences arise for the empirical implementation of such a theory-driven research perspective? How can the relationship between scientific research and educational practice be rethought and reshaped?

In their introduction to the session, Kenneth Horvath and Christian Imdorf outlined the theoretical and methodological characteristics of a pragmatic sociology of education and presented a short overview of the current research landscape. They highlighted the significant already existing research output especially in the field of post-compulsory education sector, more precisely in vocational education and training and in higher education, which, however, has hardly been internationally comparative so far. Further, some first research on school education points to future opportunities for the sociology of conventions to examine questions of inequality and quality (and their transformations) in compulsory education. The session then included four presentations:

Walter Bartl (Martin-Luther-Universität Halle-Wittenberg) in his paper “Räumliche Bildungsungleichheiten durch Zahlen regieren: Information über und Allokation von Schulinfrastruktur [Governing spatial educational inequalities through numbers: Information about and allocation of school infrastructure]” asked what role numbers play in the governance of spatial educational inequalities and why there is only few data in Germany about spatial educational inequalities. Referring to Alain Desrosières’ work on quantification as a process of standardising information he asked how spatial inequality is measured and how school infrastructure governed by indicators is allocated. Bartl pointed to the lack of standardised indicators of spatial educational inequality in research and its quantification by expert judgement. He identified two mechanisms of governing spatial inequality through numbers in Germany, the standardisation of information and the regulation of allocation decisions, as well as four ideal types of a (situational) use of numbers and their problems (discretionary, bureaucratic, epistemic and calculative quantification). The paper concluded that long-term data on spatial inequality is currently lacking because there has not yet been a standardisation of information, but that the “theorising” of spatial inequality and of spatial justice as a concept is developing, as are attempts to measure it in and for spatial planning.

The contribution of Raffaella Simona Esposito (FHNW University of Teacher Education) and her co-authors Sandra Hafner and Regula Julia Leemann titled “Steuerung von Bildungsübergängen im Schweizer Bildungssystem – Komplexe Handlungskoordination innerhalb des bildungspolitischen Zielkorsetts [Managing educational transitions in the Swiss education system — Complex coordination of action within the education policy target]” analysed how the supply and access to vocationally oriented secondary schools in Switzerland is being coordinated in an interplay of education policy, education administration, academia and practice. Despite the education policy goal in Switzerland that 95% of all 25-year-olds shall have a qualification at upper secondary level, little is known about how the necessary educational transitions are managed by the cantons in terms of education policy, i.e. how they are regulated, organised, reformed and legitimised. Referring to the sociology of conventions, the research group has investigated how the actors involved in these processes coordinate their actions, by means of which strategies and instruments they do so, how educational policy objectives with regard to vocationally field-oriented secondary schools are targeted and realised in practice, how justification logics are mobilised by the relevant actors and what tensions, frictions and conflicts arise in the coordination of action. Based on a case study of a German-speaking canton and the analysis of documents and expert interviews Esposito et al. were able to reconstruct a compromise of domestic (individual fitting solution, guidance of young people), inspired (motivation, interests, inclinations, vocation, passion) and industrial (efficient educational transitions, no unnecessary educational loops, few drop-outs) steering logics in the management of educational transitions. In practical terms, an inherently normative ICT-based guidance tool for youths was implemented which serves as an object of compromise (intermediary object) to stabilise, format and handle the steering of educational transitions.

 

The presenters of the session on education and conventions at the DGS congress 2022: Walter Bartl (top left), Raffaella Esposito (top right), Luisa Junghänel and Bettina Ülpenich (bottom left), and Arne Böker (bottom right)

Bettina Ülpenich and Luisa Junghänel Krause (Heinrich-Heine-Univ. Düsseldorf) in their study “Studienabbrüche prognostizieren. Zur Rechtfertigung von Leistungsvorhersagen im Studium [Predicting study dropouts – On the justification of performance predictions in higher education]” accompany a project to develop a local system of performance prediction in higher education studies with a focus on the requirements of a respective performance prediction system. Embedded in the sociology of conventions and based on 35 expert interviews with university staff in computer science and social sciences, the two authors reconstruct performance prediction in higher education as a multidimensional ordering process with two underlying perspectives of how to interpret academic success. From the institution-centred perspective of the university, success translates to the completion of studies in the standard period and followed by entry into a profession (efficient and cost-sensitive regulation of university studies). In contrast, from a student-centred interpretative perspective, academic success can be linked to concepts of self-efficacy and self-determination, the achievement of individual goals and the accomplishment of problem-solving skills in the context of lifelong learning (studying as inspiration and a project). The authors concluded with some thought on the dilemma of the sought-after “Responsible Academic Performance Prediction” tool, which needs to conceive of study drop-out as a hybrid object and integrate a project-shaped convention of studying in the economisation and rationalisation of study processes at universities.

Finally, Arne Böker (Institut für Hochschulforschung Halle-Wittenberg) gave a presentation titled “Bildungsorganisationen unter Druck – Zu Potentialen und Herausforderungen einer pragmatischen Bildungssoziologie der Kritik [Educational Organisations under Pressure – On the Potentials and Challenges of a Pragmatic Sociology of Education Critique]”. Embedded in the (educational) sociology of critique (orders of justification) and the sociology of knowledge, he presented findings of two research projects both focusing on the justification of the promotion of the gifted (Begabtenförderung): The first study reconstructed the change in the justification arrangement of the German Study Foundation (Studienstiftung) which was shifting from a more economic towards a civic justification. Thereby the Study Foundation used a creative approach to produce and interprete social statistics which allowed for telling a successful story of how it contributed to equal opportunities in the education system. The second, ongoing study focuses so-called state preparatory colleges (staatliche Studienkollegs), an institutional path in Germany which prepares international students for higher education (an example of diversification of university access routes and study preparation). As an empirical illustration, Böker presented the debate in North Rhine-Westphalia in the mid-2000s on closing the state-run study preparatory colleges after the educational institution had seen a year-long criticism and change of justification, moving from equal opportunities towards privatisation and educational excellence. Using the example of the justification order of equal opportunities the author showed how student representatives criticised the Studienkolleg, that is how an educational institution geared at promoting the gifted was problematised, criticised and what alternative solution were proposed. On the whole the two studies exemplified both the potentials (e.g. the strength to analyse situations of crisis and insecurity, the plurality of social orders, the interplay between criticism and justification, compromises and their tensions) as well as the challenges of an educational sociology of critique.

All in all, the presentations of this session at the DGS 2022 conference in Bielefeld showed convincingly, first, how a pragmatic sociology of education offers new perspectives on and insights in education and educational processes. Second, the contributions highlighted how educational values are materialised and implemented by different technologies and devices such as educational statistics, self-governance or academic performance prediction tools. The years and decade(s) to come will show whether the sociology of convention will have the power to become a game changer in the sociologies of education, a field which is still somewhat stuck between a ‘holistic’ sociology in the line of Durkheim and Bourdieu and an ‘individualistic’ model of actors and society in the aftermath of Boudon’s theory of rational decision making, at least in the German-speaking world.

Different sessions with reference to French pragmatic sociology held at the Nordic Sociological Associations’ 2022 conference in Reykjavik, Iceland

Christian Imdorf (Leibniz University Hannover)

At the occasion of the Nordic Sociological Associations’ (NSA) bi-annual conference, held in Reykjavik, Iceland, 10-12 August 2022, a session on pragmatic sociology and education as well as a series of sessions on the politics of engagement in the Nordic Welfare State have been organised. The session “Analyzing Realities Trough Conventions – The use of Pragmatic sociology for Understanding Education in the Nordics”, chaired by Christian Imdorf (Leibniz University Hannover), illustrated that education policy, which is generally considered an important instrument for equal opportunities and social mobility as well as a prerequisite for high productivity and employment, is also a significant instrument of social policy to implement some of the core elements of the Nordic welfare model. While convention theory has been applied to educational issues in France since the late 1980, and for some time in the German-speaking countries, it has only more recently received serious scholarly attention in the Nordics. The session therefore brought together ongoing research on post-secondary education in Sweden (folk high schools, higher vocational education, municipal adult education), which serves societal aims at the crossroads of the different priorities of the welfare state, civil society, and labor market demands.

Diana Holmqvist (Linköping University) in her paper showed how the management tool of tendering-based procurements in Sweden implements municipal adult education and forms its value between a welfare service and a market good. The paper which is part of Holmqvists doctoral thesis “Adult Education at Auction – On Tendering-Based Procurement and Valuation in Swedish Municipal Adult Education” illustrated that procurement as an investment in forms does much more than simply ‘manage’ the organisation of education as it shapes the very nature of adult education. Erik Nylander (Linköping University) in his paper, co-authored with Rebecca Ye (Stockholm University), presented justificatory logics of skilling in the plural worlds of higher vocational education, a more recent and rapidly expanding educational segment in Sweden which, in public, is considered an educational policy tool to serve local labor market demands. Building on the sociology of conventions, the authors compared the often very different justifications offered by participants for enrolling in higher vocational education with those in educational program descriptions and how the plural worlds of higher vocational education participation are intertwined and enacted. Henrik Fürst (Stockholm University) and Erik Nylander gave an overview of and some insights into their new book titled “The Value of Art Education – Cultural Engagements at the Swedish Folk High Schools” which looks at the plural worth of education, justificatory regimes and forms of student engagement in arts education programs at folk high schools, a Swedish type of school whic­h has a long-standing and strong association with Nordic culture and civil society. The authors conclude that the pluralistic and heterogeneous educational provision of the art programs at the folk high schools – at times conceived as an economically worthless or contestable educational choice – offers a great vantage point to broaden a plural understanding of arts education and its intersecting and conflicting logics between welfarism, civic ethos, and artistic forms of engagement. Finally, Jan Frode Haugseth and Eli Smeplass (Norwegian University of Science and Technology NTNU) gave an outlook on their book project on social pragmatism in education which aims at an introduction in educational research and practice from a French pragmatic perspective addressed at Norwegian students in the social sciences and in teacher education. The book will be published in Norwegian and structured along several pillars for empircial investigation: Childhood perspectives, school as a research object and as a practical field, vocational education and training in the knowledge society, and theory development.

A series of sessions on the politics of engagement in the Nordic Welfare State organised by Anna Lund (Stockholm University), Veikko Eranti (University of Helsinki) and Eeva Luhtakallio (University of Helsinki) included several papers drawing on new French pragmatism. Jutta Juvenius (University of Helsinki) presented an analysis on changing valuations of housing policies in Finland. With a focus on the moral foundations on present urban policies in Helsinki, Tampere, Espoo and Vantaa, her analysis illustrates a shift from universalistic to more market-oriented housing policies. Jan Frode Haugseth and Eli Smeplass‘ (NTNU) contribution looked at social-media based communication and engagement of youth in Norway, with a special interest in how youths’ affectivities and meanings can be framed by Thévenot’s regimes of engagements. Eeva Luhtakallio and Taina Meriluoto’s (University of Helsinki) applied Boltanski and Thévenot’s theory of justification in their paper on visual social media politics in Finland, more precisely the fame-based logic of greatness. They highlighted that social-media algorithmics value arguments by how widely they are publicly liked and shared and concluded that the availability of social media fosters a shift of a democracy previously grounded in the civic convention towards a democracy of appearances, visibility and recognition. Finally, Maija Jokela (University of Helsinki) in her thesis paper on individualism in an urban neighborhood movement (the Finish Kallio movement) concluded that the sociology of engagement can capture different forms of individualism – individualized expressions in the inspired world as well as individual interests as engagement in a plan –, and the tensions these cultural forms of collective action and individualizations can produce.

All in all, these briefly summarized sessions at the NSA 2022 conference in Reykjavik offered an introduction for the audience to the usefulness of pragmatic sociology for analyzing the plural realities of post-compulsory education in the Nordics as well as the politics of engagement in the Nordic Welfare State through a variety of several completed, ongoing and planned research projects. They illustrate that the sociology of convention is especially suited to study different aspects of Nordic welfare policy and that it has started to spread in the Nordics.

Engagements in situationally appropriate home cooking

Kaisa Torkkeli, Kristiina Janhonen & Johanna Mäkelä (2021)

In: Food, Culture & Society 24(3), pp. 368-389.
https://www.tandfonline.com/doi/full/10.1080/15528014.2021.1882167

https://www.tandfonline.com/action/showCoverImage?doi=10.1080/rffc20.v024.i03

ABSTRACT
“The article analyses engagements in home cooking from a practice theoretical perspective. The focus on engagements reveals what people regard as worthy of doing and as appropriate cooking performances in specific everyday situations. For producing a more nuanced account of situationally appropriate cooking, the theoretical perspective is complemented by Thévenot’s regimes – familiarity, planning and justification. The data consist of videos and video-stimulated recall (SR) interviews: five Finnish families with children video-recorded their dinner-cooking for one week using wearable cameras and described their performances in the SR interviews. We applied an abductive theory-based and data-driven analysis. The results show that the regime of familiarity sustains cooking performances and that the regime of justification addresses negotiations of common good. However, the regime of planning appeared to be the most crucial: through flexible planning, the participants strived for a balance between maintaining familiarity and negotiating justification to achieve satisfaction. Planning was enacted in different time spans: in action, tentatively and anticipatorily. The variations of planning may offer new insights into promoting changes in families’ food practices. Overall, we suggest that an analysis of engagements by this method combination enables understanding of how families navigate through everyday life to perform situationally appropriate cooking.”

“Uncertainty is the only certainty”. How pragmatic sociology provides a useful theoretical framework for researching the third sector during COVID-19

Janis Petzinger/Tobias Jung/Kevin Orr (2021)

In: Voluntary Sector Review 12, pp. 137–142.
https://bristoluniversitypressdigital.com/view/journals/vsr/12/1/article-p137.xml

Cover Voluntary Sector Review

ABSTRACT
“This research note argues that pragmatic sociology is a useful theoretical framework when researching the third sector during the uncertain times of COVID-19 and beyond. It begins by introducing pragmatic sociology, which describes how actors express their values through the ‘orders of worth’ framework, and then how they justify their practices during moments of conflict, through the process of ‘tests’. This ultimately employs complex and fragile moments in history to uncover meaning making and, by extension, individual and organisational practice. This article then demonstrates useful research questions that pragmatic sociology can offer for the third sector during this uncertain time and how this theory’s utility can be applied even after the pandemic, due to its embracement of organisational dynamism, nuance and a fresh approach to power relationships.”

Economics of convention all over

“Kolloquium Sozialforschung” at University of Lucerne

Guy Schwegler (Lucerne)

As in previous years (see here), Rainer Diaz-Bone and Kenneth Horvath presented in the autumn semester 2021 a bi-weekly colloquium at the University of Lucerne. The format discusses current social scientific questions both in research as well as in professional practice. The focus often is on methodological and methodological challenges, innovations, and problems, while covering a broad spectrum of empirical research. In past editions and their various presentations, the theoretical framework of the economics of convention (EC) had represented a reoccurring, but not a central feature. This changed for the colloquiums 2021 edition: All presenters referred to the neo-pragmatist approach in some way and highlighted aspects like methodological situationalism, qualification of people and objects, statistical chains to produce data, reducing uncertainty via conventions, or the actors’ critical competence in situations.

Miriam Kutt: Closing one’s Eyes

Miriam Kutt ready for her presentation

For the colloquium’s first meeting, Miriam Kutt from the University of Lucerne presented methodological considerations from her PHD project. For said project, she has been interested in stigmatizations around mental illnesses and people’s ability to act in relation to a possible stigmatization. With regards to this subject, both the societal consideration of agency and its theoretical conceptualization seem to collapse in an interesting manner.

Kutt explained that that despite substantial efforts in Western societies to de-stigmatize issues like mental illness, the affected people both are experiencing and expecting stigmatization. As a result, affected people often try to avoid any conflicts that might result from a stigma to handle their daily life. Within this societal reality, Kutt’s project wants to grasp the situations that foster or prevent the stigmatized people to act in a situation: When does one mention a mental illness issue in a job interview? When does one call out the refusal of a rental agreement as unjust, because said refusal may motivated by stigma?

As a theoretical framework for her project, Kutt put forward a combination of the EC perspective and Foucauldian discourse theory. The former theoretical perspective helps to clarify the grammars around stigmatization and offers a way to analyze when actors switch from a more public justification via the regime of conventions to more individual regimes like plan, familiarity, or exploration. This perspective therefore helps to grasp both calling out unjust behavior as well as ignoring it, i.e. “closing one’s eyes”.[1] Discourse theory is a way to clarify what and how something becomes say-able and/or do-able. In combination, both help to address the question how a competence and an agency of actors are enabling a certain situation and vice versa.

The project’s research interest represents a challenge from a methodological point: The situations Kutt is interested in—i.e. where people avoid conflicts in relation to their stigma—are hard to come across as a researcher. And an artificial construction of such situations would raise ethical issues. Asking people about the subject (be it in interviews or via a survey), however, would neglect social desirability and that the conflict avoidance could also happen unconsciously. As a possible solution, Kutt presented different ways of using vignettes in group discussions. These vignettes would describe situations around stigmas in daily live. The people present in a group discussion could then be asked to categorize and comment these vignettes as well as to continue telling the stories featured in there (i.e. “what will happen next?”).

Already during the presentation, Kutt could convincingly explain that the idea of the vignettes is the right way to move forward. At the same time, a lot of difficulties arise with this solution as well. These difficulties were then mostly the issues the participants of the colloquium talked about after the presentation. Vignettes and their categorization in group discussions quickly move to fundamental questions about the ontology of a situation, of stigma, of agency, and more. Should these vignettes be open and only about a certain moment or should they feature a larger process? What kind of qualification should be or can be presented in relation to stigma? Should vignettes focus on details and empirical accuracy or should they include more general societal tendencies—or even “fantasy” elements? Ultimately, the discussion after Kutt’s presentations was about ways of construction a situation in a vignette: an artificial consideration of the methodological situationalism.

Eva Nadai: “Unqualified”

For the colloquium’s second presentation, Eva Nadai from the University of Applied Sciences and Arts Northwestern Switzerland (FHNW) presented the results from a research project. For “Unqualified,” Nadai and her collaborators were interested in the constitution and evaluation of employability of people with absent or only little formal professional “qualification”, like unrecognized educational levels or absent vocational qualification.[2]

In countries like Switzerland and similar Western nations, there has been a continues increase in formal (vocational) education. At the same time, there has been an continues decrease in available jobs without the need for formal professional qualification. The problem, Nadai explained, is that latter even decreased more than the former increased. Especially certain migrant sectors of a population face situations, where their previously acquired professional qualifications are not recognized (or language barriers deem them to be unqualified or…). Next to a high risk for unemployment, “unqualified” people and their possible occupations also face a cultural degradation within the current knowledge society and its dominant ideas of skilled as well as complex jobs.

In Nadai’s research project, “employability” was considered both as an attribution and a potential, therefore presenting a double qualification process in EC’s understanding: On the one hand, qualification is a process of value attribution, and on the other hand, it regarded as the acquisition of competencies. For the project, Nadai and her team conducted semi-structured interviews with three groups of actors, namely companies as the employers, employment agencies as intermediaries, and the “unqualified” workers themselves. There again, the EC wider theoretical framework became obvious and explicit: The companies were thought of as the powerful actors when making the value judgments; for the intermediaries, an active role when mediating workers was considered; and the workers themselves were also conceptualized as active and capable actors with regards to both sides of qualification.

The results Nadai presented during the colloquium followed the three actor groups. The companies can still be considered dominant actors when making the value judgement of the unskilled (i.e. not recognizing certain skills as vocational). A more stunning finding was that they also changed their (infra-)structure to include these workers in the workplace. For the intermediaries, Nadai showed that their judgment of workers was very much depending on context. She highlighted their active role in the sense of a refurbishment of the workers, i.e. working on their CVs, accompanying them to jobs, and other investments. The unqualified workers themselves could then be grouped into three categories or modes: Ambitious works (1) sought to actively (and successfully) overcome their status through subjectively qualifying themselves as skilled and objectively seeking out vocational training. A second mode that workers could follow was about securing basic needs (2), where they devote themselves to one job that does not formally require a skill, without aiming for a more formal recognition of their skills. As a result, this second type of workers could become very dependent on one employer. The last mode of how workers dealt with their situation was recognition (3). The inability to gain formal recognition—and therefore the inability to move away from an unqualified status—did also lead to actors struggling for other types of recognitions (i.e. considering their team as a family, fighting for rights at the work place, …).

Eva Nadai presenting the conclusions of her research project

As a conclusion, Nadai highlighted that a very complex set of relations and strategies enables the “employability” of unskilled workers. At the same time, these processes often do not enable a formal vocational qualification. This absence, however, also deemed the workers valuable for other modes of coordination. In addition, while people categorized as “unqualified” are struggling to be recognized as a group, individuals may get their appreciation as individual employees. The latter point again highlighted that the unqualified workers are the weakest link in such chains of qualifications for the workforce.

The discussion that followed the presentation revolved around two topics: For the first one, the participants were asking about the use of various conventions over the course of these workers’ qualification. Nadai’s empirical examples seemed to show that instead of one convention (or a stable mix of conventions), the logics to qualify people were changed during the process. These changes, however, were mostly implemented either via the employers or the intermediaries, and ultimately lead to disadvantages for the workers. The second topic during the discussion was a possible historical perspective and future scenarios. What is particularly new/contemporary in these ways of qualifying the “unqualified”? And what other developments might we expect in relation to these unqualified workers?

Karolin Kappler: “From Data Worlds to the Digital Chain: A Conventional-Theoretical Reflection on the Digitized Transformation of Society”

Karolin Kappler from the FernUniversität in Hagen gave the third presentation during this semester’s colloquium. At the center of her talk, she put the so-called digital chain in relation to processes of digitalization, inspired by the EC consideration of statistical chains. She started with the current moral conflict surrounding the process of the digital transformations we are witnessing: an almost demonizing view on processes of datafication on the one side, and self-tracking’s promises of salvation on the other side. Both in those two extreme positions as well as in the grey areas between them, an uncertainty of value and quality is present in relation to digitalization. Or rather: Many different values and qualities are mobilized through digitalization. Considering a chain of processes then means looking at different divisions of labor that happen in the process of choosing, generating, analyzing, and using data. The thick description of such a chain both should highlight the investments in forms necessary to make such a chain work as well as its processual nature. Kappler’s idea of the digital chain updated and complemented comparable concepts such as a big-data-process model.[3]

Rainer Diaz-Bone checking the hybrid setting for Karolin Kappler’s presentation

After introducing her concept, Kappler went on to present various situations that are a part of such a digital chain and that she as well as other researchers approached in empirical work. One group of situations was related to the processes of digitalization in self-tracking. Here, Kappler highlighted the performative and generative nature of digitalization.[4] A particular type of world building seems to happen when people use processes of self-tracking that is related to the industrial and inspirational conventions. The digital tools carry the conventions’ logics into people’s regimes of engagements. Another situation that Kappler approached empirically was the one of data analysis and artificial intelligence (AI). Here, she and her collaborators used text mining, scrapping discourse around research, design, and development of AI systems in three different forums: GitHub, Semantic Scholar, and Reddit.[5] The text corpora then were analyzed through automated text classification, to grasp the different quality conventions in the material. The first two forums mainly showed, again, the industrial and inspirational conventions. Reddit, however, also featured justifications relying on civic qualities.

Through following the digital chain, Kappler was able to highlight the tensions and conflicts as well as the plurality of processes and situations were data is being generated and linked together. She proposed to consider “data worlds” on the one hand, and the “data realities” on the other hand, following an idea from Boltanski: The former being the data present, while the latter being the construct made possible through a certain selection of data.[6] Ultimately, Kappler not only highlight an anatomy of such a digital chain and its continues expansion. She also presented how researchers can become active in relation to the digital chain. As an example, she showed a catalogue of sustainability criteria put together with other collaborates and in exchange with the German Society for Informatics.

The discussion after the presentation mainly revolved around two interrelated themes with regards to the digital chain: On the one hand, the participants were interested to know how the aspect of chaining together could be clarified, i.e. the digital chain’s potency beyond one particular situation, its way of connecting situations. The EC framework would of course highlight the role of conventions to show processes beyond fragmentation. On the other hand, the discussion revolved around the digital chain’s spine: The actual thing that is being chained together. The participants agreed that the data itself does not represent this lifeline moment of the chain. But what could it be? Comparing the digital chain with the idea of the statistical chain made it clear that the former does not work in a linear sense towards one institution that would organize the chain (like the state).[7] Ultimately, the image of a chain may be the wrong symbolization for the process around digital data.

Arne Böker: “Education Mobility & Crisis”

In the fourth presentation, Arne Böker presented the early stage of his new project about educational mobility during the current pandemic. The presentation was a fitting topic as the colloquium took place fully online again—a situation we already got used to during the past two years. Böker joined the group from New York, his current location for a research stay at the Columbia University. With his project, he analyzes the pandemic’s consequences on first generation students (FGS). Currently, about half of students at German (and also Swiss) universities are such students, but their numbers are decreasing once the studies continue from BA, to MA, to PHD (i.e. establishing an educational cone/“Bildungstrichter”). Böker wants to find out how these FSGs judge their situation bevor and during the pandemic, and what barriers, resources, and, arrangements are present in relation to social mobility in education.

The project promises to be both innovative with regards to research on the pandemic’s consequences on education as well as regarding the subject of FGS. Research on higher education during the pandemic often has been using quantitative surveys, focusing on certain subject only (like digitalization, financialization, family situation, and so on) and without a differentiation of students’ social background. For his project, Böker wants do qualitative interviews with the FGS. Their situation, he explained, has been worsening: After a highest level of these students were enrolled in the mid-1990s, their numbers decreased ever since. Also, the pandemic is mostly considered a factor that worsens the FGS’ situation, i.e. decreasing the number enrolled at universities. However, there is also evidence that both the pandemic itself (for example the flexibilization thanks to the digitalization) and the FGS show characteristics that could offer a sort of “window of opportunity” for educational mobility. Societal situations that prohibit and foster social mobility are rarely considered when researching education. Böker’s project promises to do just that.

Next to the interesting empirical ideas, the presented approach to higher education during the pandemic is also a new ground for the EC. Böker explained that the theoretical framework allows him to consider two interrelated issues: On the one hand, conflicts and situations of crises can be considered as a re-arrangement of barriers, resources, and arrangements, conceptualizing the corona pandemic as a “test” for institutions. On the other hand, also the actors’ critical capacities within this re-arrangement are highlighted. Such a theoretical view complements the more widespread ideas of Bourdieusian frameworks when approaching institutions and inequality.

Böker then went on the show the first results from an interview he conducted and analyzed. His analysis utilized mapping techniques from Situational Analysis to present a sort of project map of these results with two axes. On the horizontal x-axis, time was represented, ranging from bevor the pandemic to the current situation. The map’s y-axis differentiated between hurdles and resource for the actors.

Arne Böker presenting a project map from his first results

Böker connected various stages the interviewed student went through to highlighted how they changed in relation to each other over time: For example, his interviewee showed how she could both use the pandemic as a justification to extend her grant and how the pandemic lead to a stress relieve—bevor again unleashing a overwhelming amount of work for the student. Böker also showed that the connections he made between the different aspects could be related to different conventions. For example, paths could be traced that followed an industrial logic: from an initial idea of not being good enough to study, over to a particular motivation to organize one’s studies and, finally, to an overburdening with work during the pandemic. Such a relational thinking highlighted how aspects change and are used differently depending on a situation. It also made it possible for Böker to raise awareness for more invisible resource: The family, for example, was a help for the interviewed student particularly because they did not formulate any expectations towards her.

Böker ended his presentation by showcasing his next steps, particularly ideas for the variation in a sample. These ideas of variance were also taken up in the discussion afterwards in addition with another methodological aspect, namely the use of the maps. There, the participants agreed that it would be worthwhile to differentiate the two situations—bevor and during the corona pandemic—and not have them connected with an axis. Such an approach could strengthen the analysis to show the different arrangements in the two situations. In addition to methodological consideration, the discussion also raised a more general theoretical one point: What exactly was the role of EC’s theoretical framework in this project? Here, it was clear that the framework could help to highlight how actors make sense in the respective situations’ different arrangements and, for example, how conventions are brought forward to reduce uncertainty that follows the re-arrangements.

Leonie Bisang: “Mechanisms of Selection in Higher Education”

Leonie Bisang, also hailing form the FHNW, gave the last presentation of this semester. She shared an interest in educational inequality with Böker, but approached the subject with a different angle. For her recently started PHD project, Bisang wants to research how students choose their study course. Her interest lies in those particular students who do not follow a route the theoretical ideas about a structural homology between social space, lifestyles, and field would imply. With this particular interest, Bisang tackles questions of actors’ reflexivity.

To illustrate her research interest, Bisang first showcased the institutional change introduced in the higher education in Switzerland in the 1990s (and that various other countries introduced as well): the establishment of Fachhochschulen/universities of applied sciences. In Switzerland, these institutions offer higher education to people who did not attend a gymnasium (normally required to study at a university), but rather completed an apprenticeship and later on decided to study. While these universities of applied science often focus on courses directly relate to a job market (i.e. management), they also offer the same subjects as regular universities do (i.e. economics).

Bisang approaches this dual system with a particular interest. Following a field logic and the idea of structural homology, one would expect the following when considering students’ choice for institutions: Those who did attend a gymnasium will choose to study at a university, as such an institution is considered to offer a more prestigious education. The culturally-dominated students who did not attend a gymnasium would strive to be enrolled at a Fachhochschule, completing their apprenticeship. This homology is supported through a lot of structural process in place that make sure a majority of students follow such a path. However, there are both students who could attend a regular university that apply for a Fachhochschule, as there are examples the other way around. Moreover, these students’ choices are not only remarkable from a field perspective, but also in a more general sense: They need to go through extra effort to achieve being enrolled at the “other” institution, like getting experience in a job or additional exams.

The inapt choice from both people who could attend universities and from the ones who should attend the Fachhochschulen is what Bisang places at the heart of her PHD project. In a theoretical sense, the inapt choices start a conversation between the Bourdieusian habitus concept and EC competent actors. For the former, questions arise whether these choices are still pre-determined—whether they are in fact non-decision—or if these actors are deliberate and reflexive in their action. Considering the competence of actors is a strength for the latter theoretical position. In addition, the EC’s framework let’s one also consider the processes of coordination that are necessary to make these inapt choices work. Here again, a Bourdieusian framework highlights the aspect of inequality in a more pronounced and explicit way than the EC perspective often does.

For the last part of her presentation, Bisang introduced first idea on how to approach her empirical phenomenon and the theoretical questions she brought forward. One idea she proposed was to make a case comparison between students who chose to study economics: one sample representing the “normal” students, but enrolled at the Fachhochschulen, and one sample would be the those who finished an apprenticeship and then went on to study at a university. The case comparison could then be used in qualitative sense, she explained, to trace a process taking place. These more qualitative approaches could be supplemented with survey-type data, to perform a correspondence analysis once more information about the process of making a choice is available.

Léonie Bisang presenting a model to illustrate the process leading up to the choice of a study course

Bisang’s considerations for her empirical work were the starting point for the discussion that followed the presentation. Next to questions regarding process tracing, the sampling choice was a bigger subject. Aiming for a more open and broader theoretical sampling instead of a case comparison, the participants agreed, could help to identify more interesting cases. This would enable Bisang to grasp the different coordination problems that the students face: from different choices available, to institutional barriers, over to no choice made at all. Such a perspective could also open the possibility to consider reflexivity in another way, i.e. also looking at reflexivity as negative when actors are forced to be deliberate. At the end of the discussion, the subject of inequality was taken up again. Questions of inequality could both be more thoroughly and structurally integrated in case selection, but also in relation to showing inequality in the way people deal with institution (and then, how institutions deal with people).

EC all over?

The five presentations that were given this past semester at the colloquium showcased the following: EC’s theoretical framework—from very broad ideas like plurality over to the more detailed aspects like regimes—is being used in relation to a variety of research interest. They help researchers in grasping their phenomenon and open up interesting perspectives. The five presentations, however, also showed two challenges: On the one hand, using the concepts often is a mere first step, from where researchers still need to conceptualize a problem in an empirical situation. This conceptualization then can make use of other theoretical position and societal issues to move forward. On the other hand, researchers are often faced with challenging methodological problems as a result of the EC framework. Here, the questions of what a situation is seem to be a pressing issue. Next to just showcasing challenges, each presentation and the discussions that followed them made it clear the challenges are a pathway to creative social research.

[1] cf. Thévenot, Laurent. 2019. Measure for Measure: Politics of Quantifying Individuals to Govern Them. Historical Social Research, 44(2), 44-76. https://doi.org/10.12759/hsr.44.2019.2.44-76

[2] Nadai, Eva, and Anna Gonon. 2021. “Simple jobs” for disqualified workers. Employability at the bottom of the labour market. In The Future of Work, ed. Christian Suter, Jacinto Cuvi, Philip Balsiger, and Mihaela Nedelcu, 199–221. Zurich / Geneva: Seismo Verlag AG. https://doi.org/10.33058/seismo.30818.

[3] Weyer, Johannes, Marc Delisle, Karolin Kappler, Marcel Kiehl, Christina Merz, and Jan-Felix Schrape. 2018. Big Data in soziologischer Perspektive. In Big Data und Gesellschaft, ed. Barbara Kolany-Raiser, Reinhard Heil, Carsten Orwat, and Thomas Hoeren, 69–149. Wiesbaden: Springer Fachmedien Wiesbaden.

[4] Kappler, Karolin Eva, Eryk Noji, and Uwe Vormbusch. 2019. Performativität in körperlich-leiblichen Selbstvermessungspraktiken: Zwei Fallbeispiele. In Self-Tracking, Selfies, Tinder und Co., ed. Daniel Rode and Martin Stern, 83–100. transcript Verlag.

[5] Solans, David & Tauchmann, Christopher & Farrell, Aideen & Kappler, Karolin Eva & Huber, Hans-Hendrik & Castillo, Carlos. (2019). Conflict and Cooperation: AI Research and Development in terms of the Economy of Conventions.

[6] Luc Boltanski. (2019). On Critique: A Sociology of Emancipation. Cambridge: Polity Press.

[7] Desrosières, Alain. 2002. The Politics of Large Numbers. Cambridge: Harvard University Press.

A value based approach to assessing changes in cultural policies

Mlitz, Kimberly/van den Hoogen, Quirijn Lennert (2021)
In:  Cultural Trends. Online first, pp. 1-19.

Publication Cover

ABSTRACT
“In democratic societies, the political process ultimately is about making value judgements. Comparative cultural policy research indicates different value orientations may be behind cultural policies of different nations. It has also indicated developments that are common, such as democratisation of culture, neoliberalisation of politics and globalisation. As of yet, such value changes have not been studied at the level of cultural policy documents analysed as text [Bell, D., & Oakley, K. (2014). Cultural policy. Routledge]. This article proposes a methodology to study value changes behind cultural policies over time and across nations. Based in the “pragmatic sociology” of Boltanski, Thévenot, and Chiapello [(2005). The new spirit of capitalism. (Translated by Gregory Elliot from Le nouvel esprit du capitalisme). Gallimard Verso. (Original work published 1999); (2006). On justification, economies of worth. (Translated by Catherine Porter from De la justification, Les économies de la grandeur). Gallimard & Princeton University Press. (Original work published 1991)], the article presents a big data methodology to uncover value changes of policy documents over time, between different policy agents, and across nations using material from the UK and the Netherlands. The paper explains the methodology, discusses the implications of the preliminary outcomes and provides suggestions for further comparative policy analyses.”

Link: https://www.tandfonline.com/doi/full/10.1080/09548963.2021.2012424