Costs and benefits of developing a global language of historical symbols James H. Liu, Dario Paez, Katja Hanke & (lots of) Friends Centre for Applied Cross Cultural Research School of Psychology Victoria University of Wellington New Zealand Globalization and the End of History? • Liberal theorists like Francis Fukuyama declared the End of History with the Triumph of Liberal Democracy as the World System in the early 1990s. Fukuyama based his argument on a philosophical model of human psychology that argued that LD filled people’s needs best. • Concurrently, cross-cultural psychology hit the big time in the USA with the Markus & Kitayama’s (1991) paper that made all motivation, cognition, and emotion contingent on culture-based self-construal. • We get two very different answers appearing at the same time about how universal Western models of self and governance are. • Could it be possible that both Fukuyama and Markus and Kitayama are correct? Universality • The argument for universality needs little introduction. Western enlightenment ideals were not & are not qualified by culture, and mainstream psychology is a tributary of this stream. • But non-Westerners, especially those who have been colonized by them, or had their territories dismembered by them under such enlightenment ideas as “White Man’s burden” or Social Darwinism would have reason to question to what extent the claim of universality is description versus prescription. Cultural Specificity and the Dimensions of Cultural Variation • Markus and Kitayama (1991) reduced one the dimensions of cultural variation identified by crosscultural psychologist Geert Hofstede (1980) in Culture’s Consequences to a dichotomy that could be used as an independent variable in laboratory experiments: IND-COL -> independent self interdependent self • Shalom Schwartz (1987, 1990) concurrently developed a much better psychometric model of the cross-cultural structure of human values. Values are considered to be relatively stable and implicit elements of society that differ in their degree of emphasis but not structure across cultures. CULTURAL DIMENSIONS: PROTOTYPICAL STRUCTURE HARMONY Unity With Nature World at Peace EMBEDDEDNESS Social Order, Obedience Respect for Tradition EGALITARIANISM Social Justice Equality HIERARCHY Authority Humble INTELLECTUAL AUTONOMY Broadmindedness Curiosity MASTERY AFFECTIVE AUTONOMY Pleasure Exciting Life Ambition Daring COMPARATIVE CULTURAL PROFILE OF 60 NATIONAL GROUPS IN 1990s (based on teachers) HARMONY EMBEDDEDNESS ITA* * SLOVN *CHIL *CYP EST* CZE* SLOVK* BOL* EGALITARIANISM NOR* F IN* ETH* POL* RUS* SPA* * FRA * SWE DEN * *WGER *AUST BULTK* *TUR *GEOR POR* VEN* HUN* * BRAZ AUSL* *ARG MEX* * S ING * PH I * INDO MAC* BUL* * TA IW *NEP GHA* *MALAY *THAI INTELLECTUAL NETH* AUTONOMY *SWIFr *EGER * CAN * IRE *NWZ ENG* HKG* *UGA USA* * JAP I SRJEW* *I SRARAB *NAM GRE* * N IG *Z IM *I ND IA HIERARCHY AFFECTIVE AUTONOMY MASTERY *CHI The Value of Dimensions of Cultural Variation • Identify points of commonality and points of difference between different societies, so that members can know where they are likely to differ and where they are likely to see eye to eye. • The structure, or associative meaning of values is fairly consistent across cultures, e.g., broadmindedness and curiosity are positively correlated with each other and negative correlated with authority and humility in most cultures. • Facilitate cross-cultural communication and identify sources of cross-cultural misunderstandings Can Political Culture be characterized as an Enduring System of Values? 1) Culture is Dynamically Constructed through Communication in Society: Cultural Meanings are embedded within discursive and representational practices mediated through institutions and individuals and their families. Culture is not as static as cross-cultural psychology implies (e.g., Hofstede’s measures are more than 40 years old) 2) Universality vs Culture Specificity: Not all Cultural Meanings can be arrayed on universal dimensions of variation; the Treaty of Waitangi has symbolic meaning in New Zealand only, but without it, you cannot understand NZ intergroup relations. There is a cost to forcing agreement on the structure/meaning of measures across cultures History as a Symbolic Reserve (1) History encompasses the accumulated wisdom and knowledge from our ancestors that can be applied to new situations. History provides traditions, values, and symbols that are vital to the functioning of societies. (2) It is appealing as a tool for political communications because it offers concrete events and people with emotional resonance whose relevance to the current situation is open to interpretation and public debate. (3) Representations of History contribute to aspects of National Political Culture like Nationalism and Willingness to fight for one’s country Most Important Events in World History according to East Asian Samples (JCCP, 2005) Rank Japan (N=75) Pct Taiwan (N=646) Hong Kong (N=119) Pct 1 WWII 52% WW II 69% WWII 81% 2 WW I 29% WW I 60% WW I 52% 3 French Revolution 23% Man on the Moon 25% Tien An Men 45% 4 Industrial Rev 17% Industrial Rev 23% Sino-Japanese War 39% 5 Vietnam War 17% American Indep 22% USSR Breakup 23% 6 Cold War 12% Discov. of Americas 20% Cultural Revolution 19% 7 Crusades 11% USSR Breakup 15% German Reunification 16% 8 Atomic Bombing 9% Crusades 15% Gulf War 15% 9 Discov. of Americas 9% Renaissance 14% American Indep 14% 10 Korean War American Indep 7% 7% French Revolution 10% French Revolution 14% Rank Singapore (N=196) Pct Philippines (N=272) Pct Malaysia (N=145) Pct 1 WWII 94% WWII 68% WWII 60% 2 WW I 84% WW I 54% WW I 60% 3 Gulf War 32% Gulf War 23% Industrial Rev 28% 4 Cold War 24% French Rev 16% Rise of Islam 23% 5 Great Depression 22% Industrial Rev 15% Atomic Bombing 17% 6 Industrial Rev 19% Nazism 15% Chinese history 14% 7 Vietnam War 11% Renaissance 15% Islam v.Christian Wars 13% 8 USSR Breakup 10% People Power (EDSA) 14% Opium War 12% 9 Rise of Communism 10% Atomic Bombing 13% Renaissance 12% 10 French Revolution 9% Man on the Moon 11% Japanese colonialism 11% German Reunification 9% World History Survey • Moving from open-ended nominations to closedended evaluations. • An attempt to derive cross-cultural dimensions of historical evaluation • Data collected from 30 societies • Initial analyses focused on the rewards & costs of forcing agreement (or structural equivalence) on survey items across cultures • Developing a global language of historical symbols: Importance and evaluation of 30 prominent historical events across cultures Costs and Benefits of Forcing Agreement on CC Data • Previous cross-cultural research on dimensions of cultural variation (Hofstede, Schwartz, House, Leung & Bond, etc.) investigated domains where universal meaning was presumed (e.g., values, orientations, social axioms). • There is no reason to expect the meaning of historical events and figures to be shared across all cultures. So we need techniques of measuring rewards and costs of forcing structural equivalence on events and figures of world history Item Selection • Any event or figure nominated by more than 1 society in either the 2005 or 2009 JCCP papers were included. • Additional items included for theoretical purposes (e.g., 30 years war because it was the most important European event of the 1600s, but totally forgotten now, topical events like global warming and recent figures like Bill Gates to examine recency effects) • Item pool was biased against Africa and Arabic societies because they were absent from previous research. Evaluation of Most Imp Events in WH Data Samples: 30 societies, N=5800 Country N Australia Austria Belgium Brasil Bulgaria Canada China Colombia Fiji Germany Hong Kong Hungary India Indonesia Italy Japan Korea Malaysia Mexico Netherlands New Zealand Norway Philippines Portugal Russia Singapore Switzerland Taiwan Tunisia USA 183 195 141 212 239 196 186 159 196 151 152 185 202 199 142 113 224 198 198 201 161 181 330 198 214 220 145 291 135 253 Σ = 5800 Gender Female 138 113 115 156 202 133 103 78 102 78 98 119 100 93 78 60 123 159 100 163 -118 218 135 101 162 107 140 109 145 Age Male 45 82 24 56 36 62 83 81 94 73 51 65 102 106 64 53 101 39 98 38 -62 112 63 113 58 37 151 24 108 27,26 (12,10) 25,06 (4,62) 20,53 (4,409 24,11 (7,51) 19,4 (1,1) 19,55 (4,61) 19,76 (1,17) 21,26 (2,86) 22,19 (3,00) 23,92 (3,31) -21,36 (2,21) 21,24 (2,83) 20,68 (2,38) 24,22 (7,75) 21,06 (1,52) 20,98 (2,37) 23,64 (4,37) 20,19 (2,04) 19,74 (2,91) -22,43 (3,54) 18,96 (1,65) 19,87 (2,67) 20,97 (3,61) 20,89 (1,45) 21,41 (3,44) 20,66 (1,84) 22,61 (5,18) 19,67 (1,22) Multi-Dimensional-Scaling to detect Dimensions of Meaning • Non-metric MDS on Euclidean distances using standardized z-scores between the 40 events and figures separately (MDS between variables) across all countries using individual-level data. This procedure is useful to detect underlying dimensions of meaning. • We conducted 31 MDS analyses, 1 for each society and 1 for the overall data from all societies • Generalized Procrustes Analysis (GPA: Borg & Groenen, 1997; Commandeur, 1991), which is to MDS what Procrustean Target Rotation is for Factor Analysis: it assesses agreement between configurations from different societies. GPA rotates the coordinates of all configurations in such a way that they maximally correspond to one another • This is done simultaneously with all configurations (here 31). Very poor fit. Initial 2 Dimensional Solution Only First Dimension Stable • Correlations between coordinates for individual societies and the overall solution were very high for the first (vertical) dim • But the second (horizontal dimension) produced low correlation coefficients. The second dimension was uninterpretable. • So we eliminated items that fit the overall solution poorly using the ratio between sum of squares fit per item divided by sum of squares total. • Fit did not improve. • So we aggregated countries into clusters, and used MDS and GPA on the clusters to achieve better fitting dimensional solutions PosNeg by Modernization (Western) 0.25 IsraelE AtomE WarmE WW1E westrot1 TerrorE 0.00 TsunE WW2E IraqWarE HolocE VietNmE ColdE DeprE CrusadesE ColonE IslamE MoonE EUE IndRevE AmIndyE WomenE UNE RenaisE AncCivE CreatEvE CultRevE PrintE AbolSlavE FrRevE -0.25 -0.25 0.00 westrot2 0.25 PosNeg by Western Hegemony (nonWestern1) 0.25 HolocE TerrorE IraqWarE VietNmE AtomE ColdE WW1E DeprE nonwestrot1 TsunE IsraelE WarmE WW2E CrusadesE 0.00 CultRevE ColonE IslamE FrRevE AmIndyE IndRevE CreatEvE WomenE EUE MoonE RenaisE AncCivE UNE AbolSlavE PrintE -0.25 -0.20 0.00 nonwestrot2 0.20 No Stable Cross-cultural Dimensions of Variation in the Historical Evaluation of Events • Only the first dimension, positive-negative is stable • The second dimension, which comes close to Progress according to Western standards versus Resistance to Westernization, is unstable. • The best we can do is come up with clusters of meaningful events. A cross-culturally reliable historical events scale: Calamities Table 5 Overall Factor Loadings, Cronbach’s alpha, mean inter-item correlation, and Tucker’s Phi for “Historical Calamities”, “Historical Progress”, and” Historical Resistance to Oppression” Factor 1 Factor 2 Factor 3 Event “Historical Calamities” (αoverall = .85; αwestern = .82, αnon-western1 = .82; αnon-western2 = .84 overall mean inter-item correlation= .32; Tucker’s Phi = 1.00, 1.00, .99) World War I 0.01 0.06 0.74 World War II 0.04 0.04 0.73 Atomic Bombings 0.01 -0.05 0.62 Vietnam War 0.00 -0.04 0.58 Terrorism (terror bombings) -0.21 -0.04 0.57 Cold War -0.02 0.13 0.56 Israeli-Palestinian Conflict -0.03 -0.14 0.56 Iraq War (2005) 0.05 -0.09 0.55 Asian Tsunami (2004) -0.19 -0.07 0.55 Global Warming -0.03 -0.16 0.53 Holocaust 0.02 -0.21 0.51 Great Depression (1930s) -0.14 0.10 0.46 Less Agreement on Progress and Resistance to Oppression “Historical Progress” (αoverall = .65; αwestern = .65, αnon-western1 = .65; αnon-western2 = .65; overall mean inter-item correlation=,.24; Tucker’s Phi = .99, .98, .96) Digital Age (Computers, Internet) 0.03 -0.07 0.71 Man on the Moon / Space Travel -0.06 0.05 0.64 Creation/Evolution of Humanity -0.07 0.19 0.54 Industrial Revolution 0.03 0.31 0.53 Rise of European Union -0.03 0.18 0.53 Foundation of United Nations -0.13 0.21 0.44 “Historical Resistance to Oppression” (αoverall = .59; αwestern = .50, αnon-western1 = .56; αnon-western2 = .57; overall mean inter-item correlation= .19;Tucker’s Phi = .99, .97, .96) American Civil War 0.28 -0.07 0.55 American (war of) Independence 0.06 0.22 0.54 th Abolition of Slavery (19 c) -0.20 0.05 0.51 th Renaissance (15 c) -0.10 0.19 0.51 Fall of Berlin Wall/End of USSR -0.05 0.21 0.50 Decolonization -0.15 0.12 0.50 The tragedy of humanity at the outset of the 21st century is that • We know what we want freedom from. Universally, we know understand the historical meaning calamity. • We do not know what we want freedom for. There is much less agreement about what constitutes historical progress. • Human history is a story of great things coming out of great suffering, because it is often only in suffering that we are united. Impact on Willingness to Fight, a critical aspect of Political Culture Table 6. Coefficients for the fixed and random components of nested multilevel models assessing the effects of historical evaluations on willingness to fight for one’s country across cultures. Fixed part Random part γ se t u χ2 Step 1 Intercept WWII September 11th 4.10 .08 -.03 .16 .03 .02 25.13* 2.83* -1.43 .78 .01 .01 1467.32* 89.37* 40.33 Step 2 Intercept WWII September 11th Historical Calamities Historical Resistance Historical Progress 4.14 -.01 -.04 .27 .01 .21 .16 .03 .03 .11 .04 .04 25.68* -.22 -1.49 2.56* .36 4.96* .76 .01 728.05* 48.52* 50.53* 131.39* 44.30 62.88* .21 .01 .04 Country level Data: Western countries don’t want to fight and see Calamities as horrific 2,75 Malaysia Hong Kong Fiji China India South Korea Taiwan 2,50 Mexico Tunisia Philippines Historical Calamities Russia Colombia Singapore Japan 2,25 Indonesia Canada Brasil Portugal USA 2,00 Australia New Zealand Norway Netherlands Austria 1,75 Switzerland 2,00 Belgium Germany Bulgaria Italy Hungary 4,00 Willingness to Fight 6,00 Conclusion • The Symbolic Landscape of Shared Meaning about World History is Limited. • It is possible to force agreement, but crucial culture specific information is lost. • There are significant differences between Western and non-Western representations, with certain items completely switching places in terms of nomological meaning: Women’s Emancipation, Terrorism, Colonization, etc • But both Historical Calamities and Progress contribute independently to Willingness to Fight, and important aspect of Political Culture Conclusion • As the different peoples of the world rub shoulders within the political framework of the nation-state, the need to manage cultural diversity within and between states is becoming paramount. Social science knowledge that reflects both universals and culture specifics are needed. • Future research on the meaning of WWII and World History using descriptive items rather than by association. • A marriage between content and process provides an important avenue for the export of social psychological research to larger issues of globalization and the emergence of global consciousness vital to the 21st century.