§ SociologyMidsem Study Guide
Intro to Sociology · Midterm Revision

The Sociological Enterprise, in one place.

Everything you need for the midsem, written up simply from Giddens, Grint, and your own course modules on the founding thinkers, social reproduction, and stratification. Open the flashcards to test key terms, and search the whole guide in one go.

Giddens · Ch 1, 2, 9 Grint · Ch 3 Modules 1, 3, 4, 5
01

The Sociological Enterprise

Module 1 · Lectures 1 and 2, IGNOU Units 1 and 2, Berger

What is sociology?

Sociology is the study of society. It studies individuals and groups, social structures, institutions and cultures, and above all the relationship between individuals and the larger society around them. It is a humanistic social science. It aims at objectivity and generalisation, and yet it must always keep in mind the particular ideas, values and difficulties of real human groups in their own time and place.

Its concerns include social institutions such as caste, class, tribe, gender, religion and family, and social processes such as power and authority, urbanisation and migration, industrialisation, ecological change, mobility and social movements. One question runs through the whole discipline. If all of us talk about society every day, is sociology simply common sense? Sociology earns its place precisely by breaking away from common sense.

Seeing sociologically, from Berger and Mills

The sociological perspective, a phrase we owe to Peter Berger, means seeing the general in the particular. We learn to spot the wider social patterns that lie behind one person's life, and to see how personal choices are shaped by structures and norms. Berger describes sociology as an art of skepticism and an art of mistrust. It is a value-free training of the mind that questions the taken-for-granted, looks behind the scenes, and pays attention to the unofficial and the unrespectable. His three moves are to debunk, to relativize, and finally to reach a cosmopolitan imagination that sees how social reality is put together. As he says, seeing is not the same as understanding.

The sociological imagination comes from C. Wright Mills. It is the ability to grasp history and biography and the link between the two within society. In his words, "neither the life of an individual nor the history of a society can be understood without understanding both." Everyday examples make the point well. A single cup of coffee carries a ritual, a set of meanings and a whole global economy behind it, and a university is at once a place of knowledge, a ladder for mobility and a space for dissent.

Key distinction

The sociological perspective (Berger) means seeing the general in the particular. The sociological imagination (Mills) means linking a private biography to public history and structure. A question asking you to define and compare both is very likely.

Why sociology arose in the West

Modern academic sociology grew out of five connected upheavals in Europe between the 14th and 18th centuries. As Singh (1979) puts it, sociology was an intellectual response to the problems that society faced because of industrialisation.

  • The Enlightenment and the Scientific Revolution, with Copernicus, Kepler, Galileo and Newton. The scientific method of observation, experiment and hypothesis slowly weakened the authority of faith.
  • Exploration and colonisation, which spread capitalism, brought great wealth to Europe, and created a need to understand "the other", giving rise to sociology and anthropology.
  • The Industrial Revolution and urbanisation, which made a clean break from feudalism. By 1850 cities held 52% of England's population, with 25% in France and 36% in Germany.
  • The rise of individualism, as the Catholic Church declined, Protestantism rose, and society moved from ascribed status to achieved status.
  • Revolutions and the nation-state, seen in the French and American Revolutions and in the new idea of an accountable government, with thinkers from Montesquieu and Rousseau to Saint-Simon and Comte.

Auguste Comte (1798-1857) coined the word Sociology in 1838 and called it the queen of the sciences. One contrast matters greatly for India. No industrial bourgeoisie had come up in India at the time sociology arrived there.

The development of sociology in India

Indian sociology carries the imprint of Western sociology, and it also draws on a rich indigenous heritage of social thought. Kautilya's Arthashastra recommended a census, the Charakasamhita asked healers to respect local custom, and the Lokayata or Charvaka thinkers were materialists. Sociology in India took shape as the intellectual response of Indians to Western readings of their own society, and it did so within a colonial setting. Lecture 2 lays out three phases.

Phase I, colonial modernity and anthropology

  • The rule of thumb was sociology in Europe and anthropology in the colonies. Colonial anthropology became the handmaiden of colonialism. Census, ethnography and anthropometry classified a society that was imagined as static and traditional, helped along by evolutionary theory, the Aryan invasion theory, gazetteers, and a sharp caste and tribe divide. Caste came to be treated as the very essence of Indian society.
  • The Indological approach studied society through the scriptures, which privileged Brahminical knowledge and gave a scholarly gloss to the varna hierarchy.
  • The Bombay School under G.S. Ghurye ran the first Sociology Department at Bombay. It was Indological and strongly empirical, though thin on theory and Eurocentric in its categories. The Lucknow School under Radhakamal Mukerjee and D.P. Mukerji was analytical, empirical and interdisciplinary, and it looked to the present and the future.

Phase II, nationalist sociology

  • M.N. Srinivas carried Ghurye's tradition forward, but he worked through the field view of ethnography, took the village as his setting, and gave us the ideas of Sanskritisation, Westernisation and the dominant caste. Critics point out that he blurred caste with village and helped install a Savarna idea of the nation.
  • A.R. Desai took a Marxist path. He used political economy and the historical method, read nationalism through class, and brought in social movements and the people that dominant accounts had left out.

Phase III, after the 1970s, a time of many challenges

  • Higher education went through a crisis. The social movements of the 1970s and 1980s grew strong, the Indian state came under question (T.K. Oommen), globalisation and communalism rose, and fresh subaltern, post-colonial, feminist, Adivasi and Dalit critiques took root.
Institutional milestones

Asiatic Society of Bengal 1797, first census 1861, Ethnographic Survey 1901 and 1905, teaching of sociology at Bombay 1919, only three universities (Bombay, Calcutta, Lucknow) by 1947, Indian Sociological Society 1952, and the ICSSR in 1969. After 1950 the Ford Foundation (1951-1970) and Community Development brought in American-style survey methods.

Sociological perspective
Berger's phrase for seeing the general in the particular, spotting wider patterns within particular lives.
Sociological imagination
Mills' ability to connect a private biography to public history and social structure.
Debunk and relativize
Berger's sociological moves, unmasking official accounts and placing meanings in context, on the way to a cosmopolitan imagination.
Sanskritisation
Srinivas's idea for the way lower castes copy the customs of higher castes to raise their standing.
Dominant caste
Srinivas's term for the caste that holds numerical, economic and political power in a village.
Indological approach
The study of Indian society through sacred scriptures, which privileges Brahminical knowledge.
Handmaiden of colonialism
Colonial anthropology that produced classified knowledge in the service of imperial rule.
Likely exam points
  • Define and compare the sociological perspective (Berger) with the sociological imagination (Mills). Learn Mills' history-and-biography line.
  • Comte coined the word Sociology in 1838, lived from 1798 to 1857, and called it the queen of the sciences.
  • The five conditions behind the birth of Western sociology, and the point that no industrial bourgeoisie had arisen in India.
  • The three phases of Indian sociology. Bombay (Ghurye, Indological) against Lucknow (empirical), and Srinivas against A.R. Desai.
  • Anthropology as the handmaiden of colonialism, and the three Western approaches of Cohn and Singh, namely orientalist, missionary and administrative.
02

What is Sociology?

Giddens, Sociology (9th ed.) · Chapter 1

The sociological imagination

Sociology is the systematic study of human social life, groups and societies, from the smallest passing encounter to global social processes. Its central idea is Mills' sociological imagination, the ability to think ourselves away from familiar routines and connect personal troubles to public issues. One person out of work is a personal trouble. Mass unemployment is a public issue that lies in the structure of society. Sociology often overturns common sense. Romantic love as a basis for marriage, for example, is fairly recent in history and specific to some cultures, and is far from natural or universal.

Two founding tensions

  • Structure and agency. Society has a structure that constrains us, and at the same time we are active agents who make and remake it. Structures are kept alive through human action.
  • Micro and macro. Micro-sociology studies face-to-face interaction, while macro-sociology studies large systems such as the economy and whole societies. The two are closely linked.

Sociology differs from natural science because human beings are self-aware and give meaning to what they do.

The four founders

C

Auguste Comte

1798-1857
  • Coined the word sociology, and wanted a positivist science
  • The law of three stages, from the theological to the metaphysical to the positive
  • Social statics, which is about order, against social dynamics, which is about change
M

Karl Marx

1818-1883
  • A materialist view of history, where the economic base shapes society
  • Capitalism and class conflict between bourgeoisie and proletariat
  • Exploitation, and the expectation of revolutionary change
D

Émile Durkheim

1858-1917
  • Study social facts as things
  • The move from mechanical to organic solidarity, and anomie
  • Suicide, where even the most personal act has social causes
W

Max Weber

1864-1920
  • Verstehen, the interpretive understanding of meaning
  • The Protestant ethic and the spirit of capitalism, where ideas matter
  • Rationalization, bureaucracy, the iron cage, and ideal types
Broadening the canon

Early sociology largely shut out women and non-Western voices. Two founders are now given their due. Harriet Martineau, often called the first woman sociologist, translated Comte and wrote about women and slavery, and W.E.B. Du Bois studied race and the colour line.

Traditions and uses

  • Functionalism grew from Comte and Durkheim. Conflict and Marxist approaches grew from Marx. Symbolic interactionism grew from Weber's stress on meaning, through G.H. Mead.
  • Reflexivity. Because society studies itself, sociological knowledge feeds back into social life and changes it.
  • Public sociology, a term from Michael Burawoy, holds that sociology should speak to the wider public and should not stay confined to fellow academics.
Sociological imagination
Mills' idea, linking personal troubles to public issues and wider social forces.
Structure and agency
The pull between the constraint of social structures and our capacity to act and reshape them, with structure reproduced through action.
Social facts
Durkheim's term for features of social life that are external to the individual and constrain us, to be studied as things.
Anomie
Durkheim's word for the normlessness that appears when rapid change loosens traditional norms.
Verstehen
Weber's interpretive understanding of the meanings that actors attach to their behaviour.
Rationalization
Weber's name for the spread of calculation, efficiency and bureaucracy across modern life, the so-called iron cage.
Reflexivity
The way sociological knowledge feeds back into society and changes the behaviour it describes.
Public sociology
Burawoy's idea of a sociology addressed to publics and to matters of public concern.
Likely exam points
  • Define the sociological imagination with the troubles and issues distinction.
  • Compare the four founders (Comte, Durkheim, Marx, Weber) in a line each.
  • Structure and agency, and micro and macro.
  • How sociology differs from common sense and from natural science.
03

Asking and Answering Sociological Questions

Giddens, Sociology (9th ed.) · Chapter 2

Research ethics

The chapter opens with Laud Humphreys and his study Tearoom Trade. He carried out covert observation of anonymous encounters in public toilets, posing as a lookout called a watchqueen, tracing men through their car number plates and later interviewing them in disguise. The study brings out the core ethical principles of informed consent, avoiding harm, confidentiality and honesty, and it shows why sociologists face dilemmas that natural scientists do not, because their subjects are people.

Is sociology a science?

  • Positivism holds that knowledge should rest only on observable facts, and that sociology should be modelled on natural science, using induction, an approach tied to the Vienna Circle.
  • Karl Popper and falsificationism. Science moves ahead by trying to falsify theories, and a theory counts as scientific only if it can be falsified, through the hypothetico-deductive method.
  • Thomas Kuhn and paradigms. Science does its normal work inside a dominant paradigm, broken now and then by scientific revolutions. Feyerabend went further with his line that "anything goes".
  • The verdict is that sociology is scientific in being systematic, evidence-based and self-critical, and that both quantitative and qualitative work can be scientific.

The research process

There are seven stages. Define the research problem, review the evidence, make the problem precise as a hypothesis, design the research, collect the data, interpret the results, and report the findings so that others can replicate them.

Two words examiners love

Reliability is about consistency, whether the same method gives the same result when repeated. Validity is about accuracy, whether the study really measures what it claims to measure.

Cause and effect

  • Correlation is a regular association between two variables, and it does not by itself prove causation.
  • The independent variable is the cause and the dependent variable is the effect. You must find a causal mechanism and rule out any spurious correlation by using controls. Durkheim's suicide study is the model here.

Methods, with their strengths and weaknesses

MethodStrengthsWeaknesses
Ethnography and participant observationRich, in-depth, first-hand meaningSmall scale, hard to generalise, risk of going native, observer effects
SurveysEfficient, easy to quantify, comparable, wide reachA false look of precision, shallow answers, problems of non-response
ExperimentsA controlled test of a hypothesisRare in sociology, artificial, and the Hawthorne effect
Life historiesDeep biographical and long-term insightSubjective, with reliability in doubt
Comparative and historicalCross-society and across time, using primary and secondary sourcesRecords may be patchy or biased

On sampling, a good sample is representative of the population, and random sampling gives everyone an equal chance, alongside convenience and snowball sampling. On questionnaires, fixed-choice items are easy to count but shallow, while open-ended items are richer but harder to compare, so a pilot study is run first. Digital sociology uses big data, though its neutrality is questioned, as human judgement shapes the data and dataveillance is a real concern. Triangulation, an idea from Denzin, mixes methods to cross-check the findings.

Classic study 2.1, Zimbardo and the Stanford Prison Experiment (1971)

Twenty-four male student volunteers were randomly given the role of guard or prisoner in a mock prison. The guards turned abusive and the prisoners grew apathetic, and the study was stopped after six of a planned fourteen days. Zimbardo concluded that behaviour came from the situation and the roles, and not from individual character, a bad barrel and not a bad apple. The study drew heavy criticism for its ethics and its artificiality, and it later echoed in Abu Ghraib and in Bauman's Modernity and the Holocaust.

Classic study 2.2, Skocpol, States and Social Revolutions (1979)

This is a comparative and historical study of the French (1789), Russian (1917) and Chinese (1949) revolutions. Skocpol argues that revolutions "are not made, they come", as the unintended result of a breakdown of state structures under outside pressure in agrarian societies. This is a structural, state-centred account that sets aside the Marxist view of mass agency. She uses Mill's method of similarity, and critics say she leaves too little room for agency.

Reliability
Whether a method gives the same result when it is repeated, that is, its consistency.
Validity
Whether a study actually measures what it claims to measure, that is, its accuracy.
Falsificationism
Popper's view that science advances by trying to refute theories, so scientific claims must be falsifiable.
Paradigm
Kuhn's shared framework of normal science, overturned during a scientific revolution.
Correlation and causation
A regular association between variables, which is not proof that one causes the other.
Spurious correlation
An association produced by a third variable and not by any real causal link.
Hawthorne effect
The way people change their behaviour once they know they are being studied.
Triangulation
Denzin's practice of combining methods, data, investigators or theories to cross-check findings.
Likely exam points
  • The seven-stage research process, and reliability against validity.
  • Correlation against causation, the independent and dependent variables, controls, and spurious correlation.
  • The strengths and weaknesses of each method, above all ethnography against surveys.
  • Research ethics through Humphreys, and the science question through Popper and Kuhn.
  • The two classic studies, Zimbardo on situation against character, and Skocpol on the structural theory of revolution.
04

Marx, Weber and Durkheim

Module 3 · Alienation, Weber and Solidarity readings

Marx on alienation

Marx aims his critique at capitalism, and he is clear that industry itself is not the villain. For Marx, what defines human beings above all is that they produce their own means of subsistence, so work is what makes us human. Producing objects, which he calls objectification, is a natural human activity. Under capitalism it turns into alienation, where, as Munshi (1979) quotes, "man's own deed becomes an alien power opposed to him". The idea comes from Hegel, for whom alienation was metaphysical, Spirit projecting itself outside itself. Marx grounds it instead in real historical conditions, so it works at once as a historical, moral and sociological critique. Even the capitalists are alienated, though they do not feel it, because production serves profit and not human need.

The four dimensions of alienation (Munshi 1979)

1. From the act of producing. Labour is external and forced, and the division of labour with its repetitive tasks "mortifies the body and ruins the mind".
2. From the product. The product stands outside the worker as a power that confronts him.
3. From other people. The product belongs to someone else, who becomes its master.
4. From species-being. Estranged labour cuts a person off from the wider life of the species, so one human being becomes estranged from another.

The move from alienation leads to exploitation. Following Ricardo, the exchange value of a commodity is set by the quantity of labour needed to produce it. The key point is the gap between labour power, the capacity to work that the worker sells, and labour, its actual use in production. That gap is the source of surplus.

Durkheim on solidarity and the division of labour

Many assumed that modern solidarity was falling apart. Durkheim argues that it was being rebuilt, because the division of labour frees people from isolation and makes them depend on one another.

Mechanical solidarityOrganic solidarity
SocietySmall-scale, pre-industrialModern, industrial
Division of labourSimple, by age and sexComplex and specialised
Basis of solidarityLikeness and uniformityDifference and interdependence
Typical lawRepressive, based on punishmentRestitutive, based on restoration

Durkheim also names abnormal forms. Anomie is the meaninglessness of work, a passing phase between the collapse of mechanical solidarity and the arrival of organic solidarity. The forced division of labour appears when social inequalities do not match natural ones, and here Durkheim writes as a meritocrat who opposes inherited privilege.

Weber on action, rationality and the Protestant ethic

Action becomes social when the actor attaches a subjective meaning to it and directs it towards others. Sociology, for Weber, is the comprehensive science of social action, understood through Verstehen, an interpretive empathy. His four types of social action are worth learning with their examples.

  • Zweckrational, or instrumental-rational action, where means are efficiently combined for a goal, as an engineer builds a bridge.
  • Wertrational, or value-rational action, guided by a value or by honour, as a captain goes down with the ship.
  • Affective action, driven by emotion, as a mother slaps a child.
  • Traditional action, driven by habit and custom, as one greets with folded hands.

Rationalization is the master-trend of modern life. Formal rationality and the iron cage trade enchantment for predictability, a process Weber calls disenchantment. The ideal type is a mental construct, neither general nor average, which helps us analyse and compare social reality without bias.

The Protestant ethic thesis

Weber asks how religion shapes economic life. Calvinist predestination, where salvation is already fixed and unknowable, produces a deep salvation anxiety. The answer people found was this-worldly asceticism, hard disciplined work as a calling, a frugal life, and the reinvestment of profit instead of its enjoyment. This elective affinity supplied the spirit of modern rational capitalism, and it was the unique combination of these traits, and no single one of them, that made the difference.

Objectification and alienation
Producing objects is natural human activity, and under capitalism it becomes alienation, where the product comes to dominate its maker.
Species-being
Marx's name for the human essence as free, conscious, productive life, which estranged labour cuts us off from.
Labour power and labour
The worker sells labour power, the capacity to work, and its use in production yields more value than the wage, which is where surplus comes from.
Mechanical solidarity
Durkheim's cohesion through likeness in simple societies, matched with repressive law.
Organic solidarity
Durkheim's cohesion through interdependence and specialisation in modern societies, matched with restitutive law.
Anomie
Durkheim's meaninglessness of work, a passing state between the two solidarities.
Verstehen
Weber's interpretive understanding of the meanings behind social action.
Four types of social action
Zweckrational, Wertrational, affective, and traditional.
Ideal type
Weber's one-sided mental construct for analysing and comparing reality, neither general nor average.
This-worldly asceticism
Disciplined, frugal work as a calling that drives the reinvestment of profit, the Protestant spirit of capitalism.
Likely exam points
  • Name and explain Marx's four dimensions of alienation, the difference between objectification and alienation, and labour against labour power.
  • For Durkheim, mechanical against organic solidarity, anomie as a passing form, and repressive against restitutive law.
  • For Weber, the four types of social action with examples, Verstehen, rationalization with the iron cage and disenchantment, and the ideal type.
  • The Protestant ethic chain, from predestination to anxiety to asceticism to reinvestment to the spirit of capitalism.
05

Classical Approaches to Work

Grint, The Sociology of Work · Chapter 3 (pp. 85-108)

The chapter's argument, the triangle

Grint reads Marx, Weber and Durkheim, the classical "gang of three", as the flawed yet indispensable foundation stones of the sociology of work. No one of them alone, and not even all three together, gives a full account of work, and each of them is gender-blind. They sit at the three corners of a triangle.

M

Marx

fragmentation and conflict
  • A structural argument
  • Revolutionary against capitalism
D

Durkheim

solidarity and integration
  • Structural, and more rigid than Marx
  • A social democrat and reformer
W

Weber

rationality and bureaucracy
  • An individualist and interpretivist
  • A conservative liberal

Marx and Durkheim are structuralists, while Weber is a methodological individualist, for whom all groups come down to acting individuals, with no group mind above them. Grint's verdict is blunt. Dependency does not on its own create solidarity, which is where Durkheim is weakest. Marx's class lens explains too much. Weber's account is over-rationalized. As Grint puts it, we can go beyond these thinkers only because of them.

Marx and the capitalist labour process

  • The core is the same as in Module 3, with the four facets of alienation, the shift to exploitation, and the split between labour and labour power. Surplus is drawn out invisibly in what Marx calls the hidden abode of production.
  • He sets out three stages of production, from Berg and Friedman, namely co-operation, manufacture and machinofacture. This is a move from the formal to the real subordination of labour, ending with workers as appendages of machines, along with deskilling, a wage hierarchy, and the industrial reserve army.
  • Early and late Marx differ. The late Marx of Capital volume three places true freedom beyond the sphere of material production, so labour stays the sphere of necessity even under communism.
  • Class is defined by one's relation to the means of production and not by income. Class in itself becomes class for itself once workers grow conscious of their shared interest, since, in Marx's famous line, it is social being that determines consciousness.

Durkheim, solidarity, anomie and corporations

  • Against Tönnies, who read the shift from Gemeinschaft to Gesellschaft as decline, and against Spencer's laissez-faire, Durkheim holds that only collective solidarity and morality can ground real freedom, and that the key lies within the division of labour itself.
  • The anomic division of labour is a passing meaninglessness, made worse by deskilling, and the cure is a set of corporations, occupational associations that resolve disputes. The forced division of labour appears when inequalities do not mirror natural ones.
  • Durkheim is a meritocrat and no egalitarian, and he wants the abolition of inherited privilege. His slogan favours gradual evolution over revolution and regulation over anarchy. His target was the excess of industrialism, and not capitalism as such.

Weber, class-status-party, bureaucracy and rationalization

  • Class, status and party. Marx wrongly assumed the three go together, whereas for Weber they are only loosely related, which is why a proletarian revolution is unlikely. Class is about shared life-chances in the market, status is about social honour and lifestyle held together by exclusionary closure, and party is the organised pursuit of power that cuts across class and status.
  • His method rests on Verstehen and the ideal type, a heuristic that exaggerates one side of things and is neither ideal nor typical.
  • Bureaucracy is at once legal, meaning rule-bound, and rational, meaning built on expertise and calculation. Its six principles are an abstract legal code, spheres of competence in a hierarchy of offices, non-ownership of the office, selection and promotion by qualification, fixed salaries, and pensions with security of tenure. Grint cautions that bureaucracy also brings problems of control, such as red tape and working to rule.
  • On the Protestant ethic, Weber ties rational capitalism, as against booty and pariah capitalism, to Calvinism, and notes the irony that its success slowly undermines the very religion that produced it. Whether Calvinism was truly a cause or only an elective affinity remains contested, as Parkin points out.
Grint's overriding critique

All three founders overlook what matters most to work today, namely gender, ethnicity, the link between employment and the home, and the social shaping of technology. They are classics to adapt with care, and not to admire without question.

The gang of three
Grint's name for Marx, Weber and Durkheim as flawed yet indispensable foundation stones of the sociology of work.
Methodological individualism
Weber's premise that all groups reduce to acting individuals, with no group mind.
Co-operation, manufacture, machinofacture
Marx's three stages of the labour process, ending in the real subordination of labour.
Real and formal subordination of labour
Formal, where capital directs existing labour, and real, where machinery dissolves the worker's remaining control.
Class in itself and for itself
An objective class position, and a class conscious of and organised around its shared interest.
Corporations (Durkheim)
Occupational associations that sit between the individual and the state and hold anomie in check.
Class, status, party
Weber's three loosely related dimensions of stratification, namely economic position, honour, and power.
Bureaucracy, six principles
Weber's legal-rational administration, with a legal code, a hierarchy of competence, non-ownership of office, merit selection, fixed salary, and tenure.
Elective affinity
A mutual attraction between the Protestant ethic and capitalism, which stops short of strict cause and effect.
Likely exam points
  • The triangle, with Durkheim on integration, Marx on conflict, and Weber on rationality, and the structuralists set against the individualist.
  • For Marx, co-operation to manufacture to machinofacture, and the early and late Marx on freedom.
  • For Durkheim, the anomic and the forced division of labour, the role of corporations, and his meritocratic stance.
  • For Weber, class-status-party against Marx, the six principles of bureaucracy, the ideal type, and the elective affinity caveat.
  • The critical frame, that all three are gender-blind foundation stones.
06

The iPhone and the Rate of Exploitation

Module 3 · Tricontinental, The Rate of Exploitation, The Case of the iPhone

This piece puts Marx's labour theory of value to work on a real product. It finds that iPhone workers today are exploited at a rate roughly 25 times higher than English textile workers of the 19th century, so the real answer lies in the abolition of the wage system and not in higher wages alone. Marx himself called "a fair day's wage" a conservative motto.

The building blocks, from Marx's Capital

  • A commodity has a use value, its usefulness, and a value, which shows up as its exchange value, that is, its price.
  • Total value is made up of three parts, constant capital (c), variable capital (v), and surplus value (s).
    • c is raw materials, machines and energy, the dead labour that passes into the product unchanged.
    • v is the money spent on labour power, that is, wages, and it is the one input that creates new value.
    • s is the value created beyond wages, the surplus labour time over and above the necessary labour time.
  • The rate of exploitation is the rate of surplus value, worked out as s divided by v.
The headline calculation, the iPhone X

Total value is about the sale price of $999. Constant capital comes to c = $370.89 and variable capital to v = $24.55, so surplus value is s = 999 minus (370.89 plus 24.55) = $603.56.
The rate of exploitation is s divided by v, that is 603.56 / 24.55, which is about 2458%. This is roughly 25 times the figure of about 153% that Marx found for English textile workers in the 1860s. A cross-check on the iPhone 4 gives about 2273%.

Why production moved to the Global South

Apple rarely makes anything beyond the brand, and yet it controls a Global Commodity Chain of disarticulated production spread across more than thirty countries. Three technological shifts made this possible, namely telecom networks, computerisation, and containerised logistics with ISO standards. Three political shifts of the 1980s did the rest, namely the collapse of the USSR, the Third World debt crisis together with China's opening, and a neoliberalism that loosened the ties between the rich states and their own citizens. All of this opened the way to cheap, unregulated labour, as at Foxconn, which employs about 1.3 million workers in China and became known for the Foxconn suicides.

The piece also attacks intellectual property as a form of rent, a legal entitlement and not a productive input, all the more so because core iPhone technologies such as the internet, GPS, the touchscreen and Siri were funded by the public.

Constant capital (c)
The value of raw materials, machines and energy, the dead labour that passes unchanged into the product.
Variable capital (v)
The capitalist's outlay on labour power in wages, the only input that creates new value.
Surplus value (s)
The value that workers create beyond their wages, the source of profit.
Rate of exploitation
Surplus value divided by variable capital, which works out to about 2458% for the iPhone X.
Necessary and surplus labour time
The part of the day that covers the wage, and the part that produces surplus for the capitalist.
Global Commodity Chain
Production broken up across many firms and territories, coordinated for just-in-time output.
Likely exam points
  • Define the rate of exploitation as s divided by v, and reproduce the iPhone X figures, $999 = c 370.89 plus v 24.55 plus s 603.56, giving 2458%.
  • Explain why only variable capital, that is labour power, creates surplus value.
  • The Global Commodity Chain, and why production moved to the Global South, through three technological and three political changes.
  • Why a fair day's wage is not enough for Marx, leading to the abolition of the wage system, and the point about IP as rent.
07

Social Reproduction

Module 4 · SRT lecture and Mezzadri, On the value of social reproduction

What is social reproduction?

Social reproduction is the set of processes through which labour is regenerated day by day and across generations, through both private and public institutions. It is wider than care, because it reproduces both life and capitalist relations at the same time, that is, both labourers, who are living people, and labour power, which is the commodity they sell. Social Reproduction Theory (SRT) studies the circuits of care that reproduce the worker, and it insists on a unitary theory, where patriarchy and capitalism form one system and not two.

The early debate and housewifisation

The debate begins with Dalla Costa and James in The Power of Women and the Subversion of the Community (1972). These feminists gave a strong critique of Marxian views that placed value only in the productive sphere and treated productive work and paid work as the same thing. Capitalism, they argued, depends first of all on the biological and social regeneration of the worker, which happens mostly outside classic production.

Housewifisation (Maria Mies)

This is the process by which women's labour blurs the sources of value. It does so in two ways, first by hiding women's productive contribution to the market, and second by devaluing it as if it produced no value. In Mies's study The Lacemakers of Narsapur it is at once a capitalist, patriarchal and imperial arrangement.

  • Fortunati shows that reproductive work is socially constructed as non-value, so its devaluation becomes a self-fulfilling prophecy.
  • Federici, in Caliban and the Witch, reads primitive accumulation as a gendered and colonial dispossession, seen in the witch-hunts.
  • Picchio argues that classical political economy, in Smith, Ricardo and Marx, treated the value of labour as given from outside, which let it collapse the value of labour into its cost, the wage.

The value debate

Does social reproduction produce value? The orthodox view says value is created only in commodity production. Paul Smith used the difference between use value and exchange value to argue that reproductive work can never become social labour. Mezzadri replies that this argument is merely tautological, since it assumes what it needs to prove, and it treats the wage as the value of labour when the wage is really only its cost.

Mezzadri's thesis, three value-channels

Only by reading social reproduction as value-producing can we explain labour in the informal majority world. Reproduction directly makes value through three channels. First, it deepens labour control beyond work-time, seen in the dormitory labour regime of Pun Ngai and Chris Smith. Second, it absorbs the externalisation of reproduction costs, so that unpaid work, done mostly by women, acts as a steady subsidy to capital. Third, it expands formal subsumption through fragmented, home-based labour, the putting-out system, where the time of work and the time of life run together.

West and the rest

Most SRT work studies the West, where the focus falls on the architecture of care and a neoliberal crisis of care. In the majority world, though, social reproduction and care are not the same thing, since informality dominates. The ILO figures are striking, about 85.8% in Africa and about 71.4% in Asia and the Pacific, with about 61% worldwide. Any value theory that neatly divides value-producing from non-value-producing activity is therefore inaccurate. Mezzadri's political conclusion is that theoretical distinctions are always political, and that a politics of inclusion needs inclusive theories and categories first. As Harriss-White and Gooptu note, the wageless are engaged in what they call struggles over class, which is a different thing from class struggle.

Social reproduction
The daily and inter-generational regeneration of labour and labour power through private and public institutions.
Social Reproduction Theory (SRT)
The study of the circuits of care that reproduce the worker, aiming at a unitary theory of capitalism and patriarchy.
Unitary and dual theory
Treating capitalism and patriarchy as one system, as against treating them as two separate systems.
Housewifisation (Mies)
The hiding and devaluing of women's productive labour as non-value, a capitalist, patriarchal and imperial process.
Externalisation of reproduction costs
Pushing the cost of reproducing labour onto workers and families, which acts as a steady subsidy to capital.
Formal subsumption
Bringing existing labour, such as home-based work, under capital's laws of value without changing its technical basis.
Dormitory labour regime
Pun Ngai and Smith's idea, where employer control reaches beyond the workplace into the worker's living and reproductive time.
Majority world and informality
The largely informal labour of the Global South, where the times of production and reproduction run together.
Likely exam points
  • Define social reproduction and separate it from care, and explain the production and the reproduction of labour power.
  • Housewifisation, its two-part definition and its imperial side.
  • The value debate, Paul Smith against Mezzadri's charge that his argument is tautological.
  • Mezzadri's three channels through which reproduction produces value, and the West against the rest.
  • Unitary against dual theory, in Vogel and Bhattacharya, and the politics of inclusion.
08

Stratification and Social Class

Module 5 · ongoing · built on Giddens, Sociology (9th ed.) Chapter 9
A note on this module

Module 5 is still going on, with a few classes left before the midsem, and its folder had no readings yet. This section is built from Giddens Chapter 9 on stratification and social class, the assigned chapter that the module follows. Add your own lecture notes here as they come.

Systems of stratification

Social stratification means the structured inequalities between groups in their access to rewards, much like the layers, or strata, of rock. Rankings apply to whole categories of people, life chances follow from the category, and the ranks change only slowly. There are four historical systems.

SystemBasisMobility
SlaverySome people are owned by othersNone. It is illegal today, yet about 40 million live in modern slavery (ILO)
CasteStatus is ascribed at birth and kept by endogamyNone. Seen in varna with the Dalits, and in apartheid, abolished in 1992
EstatesFeudal strata with legally defined rightsLimited
ClassEconomic, and largely achieved, fluid and impersonalOpen, and the distinctive modern system

Theorising class

  • Marx defines class by one's relation to the means of production, with owners on one side and the proletariat on the other. The key ideas are exploitation through surplus value, pauperization, alienation, and a class consciousness that leads to revolution. The criticism is that society did not split into two camps, and that revolution did not come in the advanced societies.
  • Weber gives us class, status and party. Class is about market position, including skills and credentials. Status is about social honour shown in a lifestyle, which can vary on its own, as in genteel poverty. Party is organised power. He also names social closure, where a group such as a profession restricts entry to protect its rewards.
  • Erik Olin Wright bridges Marx and Weber through three dimensions of control over economic resources, and adds contradictory class locations, such as managers, who are at once exploiters and exploited.
  • Intersectionality, from Crenshaw and Patricia Hill Collins, holds that class must be read together with gender, race, sexuality and disability, so that class loses its old place as the master category.

Mapping and dividing the class structure

  • Class is operationalized through occupation. The Goldthorpe or EGP schema, which is neo-Weberian and based on employment relations, feeds the UK ONS-SEC, giving a service class, an intermediate class and a working class. Westergaard's criticism is that it overlooks the wealth of the super-rich.
  • The upper class, about the top 1%, holds concentrated wealth and power. John Scott names executives, entrepreneurs and finance capitalists here. The middle classes are now the majority, and they sell both mental and physical labour and use social closure. The working class has shrunk, from about 40% of the workforce in the 1960s to about 15%.
  • The embourgeoisement thesis, that affluent workers turn middle class, was tested and rejected by Goldthorpe and colleagues in the Affluent Worker study at Luton, where such workers proved instrumental and home-centred, and did not take on middle-class values.
  • The underclass debate sets Charles Murray, who blames a welfare-made dependency culture, against W.J. Wilson, who points to structural causes such as deindustrialisation, and Lydia Morris, who found no distinct anti-work culture. Europe prefers the term social exclusion.
  • The cultural turn brings Beck's line that class is a zombie category, and Bourdieu's four capitals, namely economic, cultural, social and symbolic, which reproduce class through taste and lifestyle, as in the BBC Great British Class Survey with its elite and its precariat.

Social mobility and meritocracy

  • Social mobility is movement between positions. It can be vertical or lateral, intragenerational within one career or intergenerational across generations, and absolute or relative.
  • The key studies are worth remembering. Blau and Duncan found plenty of short-range mobility, driven by structural change. Glass found that the UK was not very open. The Oxford Mobility Study found more absolute mobility while relative chances stayed unequal, more room at the top without an equal chance to get there. Blanden and colleagues, along with Jackson and Goldthorpe, found that mobility has fallen and stagnated.
  • The meritocracy debate sets Saunders, who calls Britain largely meritocratic, against Breen and Goldthorpe, who find strong class barriers, so that the disadvantaged need more merit to reach the same place. The glass floor and sticky ceiling capture how advantaged families hoard opportunities. The conclusion is that class still sits at the heart of unequal life chances.
Social stratification
The structured, slowly changing inequalities between categories of people in access to rewards and life chances.
Caste and endogamy
Status ascribed at birth and fixed, held in place by marriage within the group.
Class, status, party (Weber)
Market position, social honour and lifestyle, and organised power, the overlapping dimensions of stratification.
Social closure
Weber's idea, where a group such as a profession restricts entry to protect its rewards.
Contradictory class locations
Wright's positions, such as managers, that exploit and are exploited at the same time.
Intersectionality
Crenshaw and Collins's view that class, gender, race and other axes shape one another.
EGP or Goldthorpe schema
A neo-Weberian class scheme based on employment relations, which underlies the ONS-SEC.
Embourgeoisement thesis
The claim that affluent workers turn middle class, rejected by the Affluent Worker study.
Underclass and social exclusion
A group below the class structure, explained through culture by Murray and through structure by Wilson.
Bourdieu's capitals
Economic, cultural, social and symbolic capital, whose spread reproduces class through taste.
Absolute and relative mobility
The total movement between positions, and the comparative chances of different origins reaching them.
Glass floor and glass ceiling
Advantaged families blocking downward movement, and barriers that keep women and the disadvantaged from the top.
Likely exam points
  • Define stratification, compare the four systems, and say what makes class distinctive.
  • Marx against Weber on class, with Wright on contradictory locations and the point about intersectionality.
  • The EGP or Goldthorpe schema, and the problem of operationalising class through occupation.
  • Embourgeoisement and the Affluent Worker study, the underclass debate, and Bourdieu's capitals.
  • Social mobility, absolute against relative and its recent fall, and the meritocracy debate.
09

Midsem Paper, Reviewed

Exam review · the question paper, the answer key, and the mistakes to fix

This is the actual midsem paper (Introduction to Sociology, HS2.201, 24 September 2026, 40 marks). The questions are given word for word, with the official answer key where one was provided, your score, and a clear note on what to fix for the endsem.

The one habit to fix

Most of your lost marks, above all in Q1 and Q3, came from writing related material instead of the exact thing the question asked. Read the command words first. Q1 asked for three concerns with examples, and Q3 asked for Giddens's four characteristics of class. Answer that precisely, and only then add anything extra. Q2, where you read the command words and named each point before explaining it, scored full marks.

Your scores

QuestionTopicScore
Q1What is sociology, three concerns2.5 / 6
Q2Three technological changes, Global Commodity Chain6 / 6
Q3Giddens on class, four characteristics0.5 / 6
Q4Social action theory, four typesabout 3 / 6
Q5Social reproduction, West and Global Southpart marks
Q6Two dimensions of alienation from the passageabout 2 / 4
Q7Mechanical and organic solidarity todaypart marks

The scores are read off the red marks on your scanned sheet. Q1, Q2 and Q3 are the clearly boxed totals. Q4 and Q6 are the per-point marks added up, and Q5 and Q7 were not fully legible, so treat those two as partial.

The passage used for Q6 and Q7 (short summary)

The passage is a piece on work under capitalism that applies Marx's "Estranged Labor". Its argument is that a mental health crisis sits on top of unfulfilling work, that people quit in record numbers during the great resignation, joined anti-work forums, and spread memes about work, and that workers from Starbucks to Amazon began forming unions.

The concrete examples it gives, which the questions want you to use, are these. Service workers are forced to smile and stay docile. Construction workers build luxury condos instead of affordable housing. Nurses are overloaded in a for-profit system. The best artists work in advertising, an industry of over a quarter-million people in the US. Over half a million people work in medical insurance and nearly a million in weapons manufacturing, and many in these jobs would leave them if they could.

Q12.5 / 6

What is Sociology? Briefly write about three concerns of Sociology by giving examples of each. (6 marks)

Answer key

Part A, what is sociology (3 marks), any two points. Sociology is the study of societies. It involves understanding or theorising society, including the role of social structures, institutions and cultures. It involves understanding the relationship between individuals and the larger society around them.

Part B, three concerns with examples (3 marks), one mark each. 1) Social institutions and structures, for example caste, class, tribe or ethnicity, gender, religion, family. 2) Social processes, for example the exercise of power and authority, urbanisation and migration, development and industrialisation, society and ecological change. 3) Change, resistance and mobility, for example social movements.

What you wrote. You described the sociological perspective and the sociological imagination (questioning the unquestioned, the art of mistrust, debunk and relativize, biography to public history), and your two examples were college and coffee. You mentioned social institutions like marriage, caste, work and gender, which earned the half mark.

Fix this for the endsem

That answer is really the Module 1 material on Berger and Mills, and your examples illustrate the imagination, not the three concerns. The question wants the three named concerns with an example each. Give social institutions and structures (caste, class, family, gender), social processes (power and authority, urbanisation, industrialisation, ecological change), and change, resistance and mobility (social movements). Keep the definition to two lines and spend the rest on the three concerns.

Q26 / 6

What are the three technological changes that led to the proliferation of the Global Commodity Chain? Write a brief description of each. (6 marks)

Answer key

Name the three changes correctly, one mark each, with description. 1) Telecommunication networks. Many satellites were launched for commercial use by the mid-1960s, which let different parts of the world communicate easily. 2) Computerisation. Databases held inventory on a computer instead of a ledger, and linked computers, say Hong Kong and California, let headquarters see a drop in stock at once and reorder. 3) Efficient logistics and standardisation. Large standard-sized containers could be lifted off a ship within hours by crane and placed on a truck or flatcar, moving goods faster and weakening the dockworkers' unions, and sophisticated logistics tracked materials so they arrived on time.

What you did right. You named all three and described each one, including the just-in-time point, containers and cranes, the weakening of the dockworkers and the ISO standards. This is the model to copy. Name the point, then explain it.

Q30.5 / 6

According to Giddens, what is the general definition of class? State the four defining characteristics of class. (6 marks)

Answer key

Part A, definition (2 marks). Class is a large-scale group of people who share common economic resources and social status. These resources and this status strongly shape the lifestyles people can lead, and ownership of property and wealth, together with occupation, are the main bases of class differences. (Writing only about Marx's two classes gets half a mark.)

Part B, four characteristics (4 marks, one each). 1) Fluid. Classes are not fixed by law or religion, and there are no formal limits on intermarriage. 2) At least partly achieved. Class is not simply given at birth, and social mobility up and down is more common than in other systems. 3) Economically based. Classes come from economic differences, meaning inequalities in material resources. 4) Large-scale and impersonal. Class works through large, impersonal links such as those between businesses and their employees, and shows up as inequalities of pay and conditions.

What you wrote. You wrote about social mobility and the glass ceiling, about people moving into classes higher than their own, and about Marx dividing society into the bourgeoisie and the proletariat with proletarianisation. Only the mobility point touched the key, so it scored half a mark.

Fix this for the endsem

This was the heaviest loss on the paper. The question is specifically about Giddens, not Marx. Memorise the definition (a large-scale group sharing common economic resources and social status, which shape lifestyle, with property, wealth and occupation as the main bases) and the four characteristics as four labels you can rattle off, namely fluid, at least partly achieved, economically based, and large-scale and impersonal. Marx's two classes are worth only half a mark here, so lead with Giddens.

Q4about 3 / 6

What is social action theory? Describe the kinds of social action with examples. (6 marks)

Model answer (no official key was given, so this is from the study guide)

Social action theory holds that society is built from the meaningful actions of individuals. For Weber, an action is social when the actor attaches a subjective meaning to it and orients it towards others, and it is studied through Verstehen, an interpretive understanding of those meanings. The four types are Zweckrational or instrumental-rational action, where means are fitted to a goal, as an engineer builds a bridge, Wertrational or value-rational action, loyal to a value or to honour, as a captain goes down with the ship, affective action driven by emotion, as a mother slaps her child, and traditional action driven by habit and custom, as one greets with folded hands.

What you wrote. You gave the four types with examples (instrumental, value, affective, traditional), which carried most of the marks. You used festivals for traditional action.

Fix this for the endsem

Open with the definition of social action theory before the list, since the question asks for it first. Say that an action is social when the actor gives it a subjective meaning and directs it towards others, and name Weber and Verstehen. For traditional action, a cleaner example is greeting with folded hands or any habitual custom, which reads better than celebrating a festival.

Q5part marks

What is social reproduction? Why does the scholarship on social reproduction vary between the West and the Global South? (6 marks)

Model answer (no official key was given, so this is from the study guide)

Social reproduction is the set of processes through which labour is regenerated day by day and across generations, through both private and public institutions. It reproduces both living people and the commodity labour power. The scholarship varies because most Western work treats social reproduction as care and studies the architecture of care and a neoliberal crisis of care, while in the Global South social reproduction and care are not the same thing. There informality dominates, so the time of production and the time of reproduction run together, and much reproductive work is value-producing. Mezzadri argues that only by reading social reproduction as value-producing can we understand labour in the informal majority world.

What you wrote. You wrote about housewifisation, the hiding and mislabelling of women's labour as duty and care, the value of that labour, and how this feeds precariatisation and proletarianisation. That speaks to the first part but misses the second.

Fix this for the endsem

The question has two parts, so split your answer in two. First define social reproduction clearly, as the daily and inter-generational regeneration of labour and labour power. Then make the West and Global South contrast directly, with the West focused on care and the crisis of care, and the Global South marked by informality where production and reproduction run together and reproduction is value-producing, following Mezzadri.

Q6about 2 / 4

Marx identified four dimensions of alienation: from the product of labour, from the labour process, from species-being, and from other people. Using two examples from the passage, explain which dimension each illustrates and why. (4 marks)

Answer key

Two marks per example, one for naming and defining the dimension correctly, one for explaining it. The key words the examiner looked for were, for the producing activity, repetitive, creativity, does not feel content, full potential. For the product, alienated from the product because the activity producing it is alienated, and the product controls the man. For relation to other people, competition and co-workers, commoditisation or transactional or instrumental relations, and exploitation. For species-being, full potential, creativity, and what sets the human species apart from other species.

What you wrote. You took examples from the passage, including construction workers and luxury condos and the meaninglessness of work, which is the right method and earned two marks.

Fix this for the endsem

To get both marks on an example, do three things in order. Name the dimension exactly, define it in one line with the key word above, then tie it to the passage. For example, construction workers building condos they can never afford is alienation from the product, because the product stands over them as a power they cannot reach, and the service worker forced to smile is alienation from the act of producing, because the work is external and coerced.

Q7part marks

Distinguish between mechanical and organic solidarity. Then use the passage's description of the modern workforce (for example, service workers, medical insurance staff, advertising artists and nurses) to explain which type of solidarity characterises contemporary society. (6 marks)

Answer key

Mechanical solidarity (1 mark). Typical of small-scale pre-industrial society, people do the same kind of work and share values, individuals are integrated at the expense of their individuality, and repressive law punishes offences against the shared moral order. Organic solidarity (1 mark). A complex division of labour, where each person specialises in a specific task and depends on the others to complete production, with restitutive law that restores relations instead of punishing. Difference (1 mark). Simple division by age and sex and solidarity through likeness, against a complex division by specialisation and solidarity through difference.

Application (2 marks, at least two examples), then 1 mark for one of these. Using the occupations together and only noting interdependence is not valid. You must say that each worker specialises in a task and depends on the others. For the final mark, either contemporary society is organic but in an abnormal form, namely anomie, the meaninglessness of work seen in the great resignation, anti-work forums and the memes, or it shows a forced division of labour, since people are put into insurance or weapons work they would leave if they could, so positions do not match aptitudes.

What you wrote. You defined both solidarities and matched them to punishment and restitutive law, and you said contemporary society is organic with specialised, interdependent roles such as nurses and construction workers.

Fix this for the endsem

The definitions and the law point were fine. The marks you missed were in the application. Spell out that each worker specialises and depends on the others, and then add the point the key really wanted, that contemporary society is organic but abnormal, either anomie (the great resignation, anti-work forums and the memes) or a forced division of labour (people stuck in insurance or weapons jobs they would leave if they could). That last move is what turns a definition answer into a full-marks answer.

Carry these into the endsem
  • Read the command words and answer the exact question first. This alone would have saved most of Q1 and Q3.
  • For list questions, name each point in bold, then explain it, the way Q2 was done.
  • When a question has two parts, such as Q5, split your answer into those two parts on the page.
  • For passage questions, name the concept, define it in one line, then tie it to the passage.
  • For solidarity, do not stop at interdependence. Add the abnormal form, anomie or the forced division of labour.
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