In sociology, rationalization refers to the replacement of traditions, values, and emotions as motivators for behavior in society with rational, calculated ones. For example, the implementation of bureaucracies in government is a kind of rationalization, as is the construction of high-efficiency living spaces in architecture and urban planning.
Many sociologists, critical theorists and contemporary philosophers have argued that rationalization, as falsely assumed progress, has a negative and dehumanizing effect on society, moving modernity away from the central tenets of enlightenment. The founders of sociology were acting as a critical reaction to rationalization:
Marx and Engels associated the emergence of modern society above all with the development of capitalism; for Durkheim it was connected in particular with industrialization and the new social division of labour which this brought about; for Weber it had to do with the emergence of a distinctive way of thinking, the rational calculation which he associated with the Protestant Ethic (more or less what Marx and Engels speak of in terms of those 'icy waves of egotistical calculation').
— John Harriss The Second Great Transformation? Capitalism at the End of the Twentieth Century 1992, 
Rationalization and capitalism
Rationalization formed a central concept in the foundation of classical sociology, particularly with respect to the emphasis the discipline placed – by contrast with anthropology – on the nature of modern Western societies. The term was presented by the profoundly influential German antipositivist, Max Weber, though its themes bear parallel with the critiques of modernity set forth by a number of scholars. A rejection of dialectism and sociocultural evolution informs the concept.
Weber demonstrated rationalization in The Protestant Ethic and the Spirit of Capitalism, in which the aims of certain Protestant Theologies, particularly Calvinism, are shown to have shifted towards rational means of economic gain as a way of dealing with their 'salvation anxiety'. The rational consequences of this doctrine, he argued, soon grew incompatible with its religious roots, and so the latter were eventually discarded. Weber continues his investigation into this matter in later works, notably in his studies on bureaucracy and on the classifications of authority. In these works he alludes to an inevitable move towards rationalization.
Weber believed that a move towards rational-legal authority was inevitable. In charismatic authority, the death of a leader effectively ends the power of that authority, and only through a rationalized and bureaucratic base can this authority be passed on. Traditional authorities in rationalized societies also tend to develop a rational-legal base to better ensure a stable accession. (See also: Tripartite classification of authority)
What Weber depicted was not only the secularization of Western culture, but also and especially the development of modern societies from the viewpoint of rationalization. The new structures of society were marked by the differentiation of the two functionally intermeshing systems that had taken shape around the organizational cores of the capitalist enterprise and the bureaucratic state apparatus. Weber understood this process as the institutionalization of purposive-rational economic and administrative action. To the degree that everyday life was affected by this cultural and societal rationalization, traditional forms of life - which in the early modern period were differentiated primarily according to one's trade - were dissolved.
Whereas in traditional societies such as feudalism governing is managed under the traditional leadership of, for example, a queen or tribal chief, modern societies operate under rational-legal systems. For example, democratic systems attempt to remedy qualitative concerns (such as racial discrimination) with rationalized, quantitative means (for example, civil rights legislation). Weber described the eventual effects of rationalization in his Economy and Society as leading to a "polar night of icy darkness", in which increasing rationalization of human life traps individuals in an "iron cage" (or "steel-hard casing") of rule-based, rational control.
Jürgen Habermas has argued that to understand rationalization properly requires going beyond Weber's notion of rationalization and distinguishing between instrumental rationality, which involves calculation and efficiency (in other words, reducing all relationships to those of means and ends), and communicative rationality, which involves expanding the scope of mutual understanding in communication, the ability to expand this understanding through reflective discourse about communication, and making social and political life subject to this expanded understanding.
It is clear that in The Theory of Communicative Action Weber is playing something like the role that Hegel played for Marx. Weber, for Habermas, must be not so much stood on his head (or put back the right way up) as persuaded to stand on two legs rather than one, to support his theory of modernity with more systematic and structural analyses than those of the (purposive-rational) rationalization of action ... Weber 'parts company with a theory of communicative action' when he defines action in terms of the actor attaching a subjective meaning to it. He does not elucidate "meaning" in connection with the model of speech; he does not relate it to the linguistic medium of possible understanding, but to the beliefs and intentions of an acting subject, taken to being with in isolation. This leads him to his familiar distinction between value-rational, purposive-rational, traditional and affectual action. What Weber should have done instead was to concentrate not on orientations of action but on the general structures of the lifeworld to which acting subjects belong.
The Holocaust, modernity and ambivalence
For Zygmunt Bauman, rationalization as a manifestation of modernity may be closely associated with the events of the Holocaust. In Modernity and Ambivalence, Bauman attempted to give an account of the different approaches modern society adopts toward the stranger. He argued that, on the one hand, in a consumer-oriented economy the strange and the unfamiliar is always enticing; in different styles of food, different fashions and in tourism it is possible to experience the allure of what is unfamiliar. Yet this strange-ness also has a more negative side. The stranger, because he cannot be controlled and ordered, is always the object of fear; he is the potential mugger, the person outside of society's borders who is constantly threatening. Bauman's most famous book, Modernity and the Holocaust, is an attempt to give a full account of the dangers of these kinds of fears. Drawing upon Hannah Arendt and Theodor Adorno's books on totalitarianism and the Enlightenment, Bauman developed the argument that the Holocaust should not simply be considered to be an event in Jewish history, nor a regression to pre-modern barbarism. Rather, he argued, the Holocaust should be seen as deeply connected to modernity and its order-making efforts. Procedural rationality, the division of labour into smaller and smaller tasks, the taxonomic categorisation of different species, and the tendency to view rule-following as morally good all played their role in the Holocaust coming to pass. And he argued that for this reason modern societies have not fully taken on board the lessons of the Holocaust; it is generally viewed - to use Bauman's metaphor - like a picture hanging on a wall, offering few lessons. In Bauman's analysis the Jews became 'strangers' par excellence in Europe; the Final Solution was pictured by him as an extreme example of the attempts made by societies to excise the uncomfortable and indeterminate elements existing within them. Bauman, like the philosopher Giorgio Agamben, contended that the same processes of exclusion that were at work in the Holocaust could, and to an extent do, still come into play today.
Adorno and Horkheimer's definition of "enlightenment"
In their analysis of the contemporary western society, Dialectic of Enlightenment (1944, revised 1947), Theodor Adorno and Max Horkheimer developed a wide and pessimistic concept of enlightenment. In their analysis, enlightenment had its dark side: while trying to abolish superstition and myths by 'foundationalist' philosophy, it ignored its own 'mythical' basis. Its strivings towards totality and certainty led to an increasing instrumentalization of reason. In their view, the enlightenment itself should be enlightened and not posed as a 'myth-free' view of the world. For Marxist philosophy in general, rationalisation is closely associated with the concept of "commodity fetishism".
Modern food consumption typifies the process of rationalization. Where food preparation in traditional societies is more laborious and technically inefficient, modern society has striven towards speed and precision in its delivery. Fast-food restaurants, designed to maximise profit, have striven toward total efficiency since their conception, and continue to do so. A strict level of efficiency has been accomplished in several ways, including stricter control of its worker's actions, the replacement of more complicated systems with simpler, less time-consuming ones, simple numbered systems of value meals and the addition of drive-through windows.
Rationalization is also observable in the replacement of more traditional stores, which may offer subjective advantages to consumers, such as what sociologists consider a less regulated, more natural environment, with modern stores offering the objective advantage of lower prices to consumers. The case of Wal-Mart is one strong example demonstrating this transition. While Wal-Marts have attracted considerable criticism for effectively displacing more traditional stores, these subjective social-value concerns have held minimal effectiveness in limiting expansion of the enterprise, particularly in more rationalized nations, due to the preferences of the public for lower prices over the advantages sociologists claim for more traditional stores.
The sociologist George Ritzer has used the term McDonaldization to refer, not just to the actions of the fast food restaurant, but to the general process of rationalization. Ritzer distinguishes four primary components of McDonaldization:
- Efficiency – the optimal method for accomplishing a task; the fastest method to get from point A to point B. Efficiency in McDonaldization means that every aspect of the organization is geared toward the minimization of time.
- Calculability – goals are quantifiable (i.e., sales, money) rather than subjective (i.e., taste, labour). McDonaldization developed the notion that quantity equals quality, and that a large amount of product delivered to the customer in a short amount of time is the same as a high quality product. "They run their organization in such a way that a person can walk into any McDonald's and receive the same sandwiches prepared in precisely the same way. This results in a highly rational system that specifies every action and leaves nothing to chance".
- Predictability – standardized and uniform services. "Predictability" means that no matter where a person goes, they will receive the same service and receive the same product at every interaction with the corporation. This also applies to the workers in those organizations; their tasks are highly repetitive and predictable routines.
- Control – standardized and uniform employees, replacement of human by non-human technologies.
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As capitalism itself is a rationalized economic policy, so is the process of commercialization it utilizes in order to increase sales. Most holidays, for instance, were created out of a religious context or in celebration of some past event. However, in rationalized societies these traditional values are increasingly diminished and the aim shifts from the qualitative aim of a meaningful celebration to the more quantitative aim of increasing sales.
In the United States, for example, most major holidays now are represented by rationalized, secularized figures which serve as a corporate totem. In more traditional environments, gifts are more often hand-crafted works which hold some symbolic meaning. This qualitative value of gifts diminishes in rationalized societies, where individuals often offer hints or speak directly about what present they are interested in receiving. In these societies, the value of a gift is more likely to be weighed by objective measures (i.e. monetary value) than subjective (i.e. symbolism).
Further objects of rationalization
One rational tendency is towards increasing the efficiency and output of the human body. Several means can be employed in reaching this end, including trends towards regular exercise, dieting, increased hygiene, drugs, and an emphasis on optimal nutrition. As well as increasing lifespans, these allow for stronger, leaner, more optimized bodies for quickly performing tasks. Another aspect of this is maintaining a certain level of physical attraction. Processes such as the combing of hair, use of a fragrance, having an appropriate haircut, and wearing certain clothes receive calculated use, that of giving off a certain impression to other individuals.
Another trend is in the bureaucratization of processes that formerly might have been done through the home. This includes the use of hospitals for childbirth and the use of doctors to identify symptoms of an illness and to prescribe treatment.
Rationalized education tends to focus less on subjects based around the use of critical discourse (for instance, philosophy) and more on matters of a calculated importance (such as business administration). This is reflected also in the move towards standardized and multiple choice testing, which measures students on the basis of numbered answers and against a uniform standard.
- Commodity fetishism
- The Holocaust
- Rationality and power
- Iron cage
- Habermas, Jürgen, The Philosophical Discourse of Modernity, Polity Press (1985), ISBN 0-7456-0830-2, p2
- Harriss, John. The Second Great Transformation? Capitalism at the End of the Twentieth Century in Allen, T. and Thomas, Alan (eds) Poverty and Development in the 21st Century, Oxford University Press, Oxford. p325.
- Macionis, J., and Gerber, L. (2010). Sociology, 7th edition
- Outhwaite, William, 1988 Habermas: Key Contemporary Thinkers, Polity Press (Second Edition 2009), ISBN 978-0-7456-4328-1 p.76
- Modernity and the Holocaust, p. 53.
- Boaz, David. (November 8, 1996). "Chrysler, Microsoft, and Industrial Policy." Cato Institute. Retrieved on August 17, 2006.
- Ritzer, George (2008). The McDonaldization of Society. Los Angeles: Pine Forge Press. ISBN 0-7619-8812-2.
- See Michel Foucault's The History of Sexuality (subtitle: The Care of the Self, vol. 3), which identifies this rationalization as emerging from capitalist ideologies vis à vis control of workers (i.e., in this case, specifically, their bodies) for the rigors of commerce and the marketplace.
- Adorno, Theodor. Negative Dialectics. Translated by E.B. Ashton, London: Routledge, 1973
- Bauman, Zygmunt. Modernity and The Holocaust. Ithaca, N.Y.: Cornell University Press 1989. ISBN 0-8014-2397-X
- Green, Robert W. (ed.). Protestantism, Capitalism, and Social Science. Lexington, MA: Heath, 1973.
- "McDonaldzation principles", Macionis, J., and Gerber, L. (2010). Sociology, 7th edition