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Insidersand Outsiders:A Chapterin the Sociology
of Knowledge'
RobertK. Merton
ColumbiaUniversity
9
RobertK. Merton
the opponent;in the academicforum,wherenormativeexpectationsare
somewhatmore restraining,it leads to reciprocatedideologicalanalyses
(whichoftendeteriorateinto barelyconcealedad homineminnuendos).
In both,theprocessfeedsupon and nourishescollectiveinsecurities.3
10
Insidersand Outsiders
strainedand at worstbroken.In place of the vigorousbut intellectually
disciplinedmutualcheckingand rechecking that operatesto a significant
extent,thoughneverof course totally,withinthe social institutions of
scienceand scholarship, theredevelopsa straintowardseparatism, in the
domainof theintellectas in thedomainof society.Partlygroundedmutual
suspicionincreasingly substitutesforpartlygroundedmutualtrust.There
emergeclaimsto group-basedtruth:Insidertruthsthat counterOutsider
untruthsand OutsidertruthsthatcounterInsideruntruths.
In our day, vastlyevidentsocial changeis beinginitiatedand funneled
througha varietyof social movements. These are formallyalike in their
objectivesof achievingan intensified a deepened
collectiveconsciousness,
solidarityand a new or renewedprimaryor totalallegianceof theirmem-
bersto certainsocial identities,statuses,groups,or collectivities.
Inspect-
ing the familiarlist of thesemovements centeredon class,race,ethnicity,
age, sex, religion,and sexual disposition,we note two otherinstructive
similaritiesbetweenthem.First, the movementsare for the most part
formedprincipallyon the basis of ascribedratherthan acquiredstatuses
and identities,witheligibilityforinclusionbeingin termsof who you are
ratherthan what you are (in the sense of status being contingenton
roleperformance). And second,the movements largelyinvolvethe public
affirmationof pridein statusesand solidaritywithcollectivities thathave
long been sociallyand culturallydowngraded,stigmatized, or otherwise
victimizedin the social system.As withgroupaffiliations generally,these
newly reinforcedsocial identitiesfind expressionin various affiliative
symbolsof distinctivespeech,bodily appearance,dress,public behavior
patternsand, not least,assumptionsand fociof thought.
11
Robert K. Merton
12
Insidersand Outsiders
13
RobertK. Merton
14
Insidersand Outsiders
individualmethodological solipsismeach individualhas absoluteprivacy
of knowledgeabout him-or her-self.The Insiderdoctrinecan be put in
thevernacularwithno greatloss in meaning:you have to be one in order
to understandone. In somewhatless idiomaticlanguage,the doctrine
holds that one has monopolistic or privilegedaccess to knowledge,or is
whollyexcludedfromit, by virtueof one's groupmembership or social
position.For some,the notionappearsin the formof a question-begging
pun: Insideras Insighter,one endowedwithspecial insightinto matters
necessarilyobscureto others,thus possessedof penetrating discernment.
Once adopted,the pun providesa specioussolutionbut the seriousIn-
siderdoctrinehas its own rationale.
We can quicklypass overthe trivialversionof thatrationale:the argu-
mentthattheOutsidermaybe incompetent, givento quick and superficial
foraysinto the groupor cultureunderstudyand even unschooledin its
language.That thiskind of incompetence can be foundis beyonddoubt
but it holds no principledinterestforus. Foolish men (and women) or
badlytrainedmen (and women)are to be foundeverywhere, and anthro-
pologistsand sociologistsand psychologistsand historiansengaged in
studyofgroupsotherthantheirownsurelyhave theirfairshareof them.12
But such cases of special ineptitudedo not bear on the Insiderprinciple.
It is not merelythat Insidersalso have theirshareof incompetents. The
Insiderprincipledoes not referto stupidlydesignedand stupidlyexecuted
inquiriesthathappento be madeby stupidOutsiders;it maintainsa more
fundamental position.Accordingto the doctrineof the Insider,the Out-
sider,no matterhow carefuland talented,is excludedin principlefrom
gainingaccess to the social and culturaltruth.
In short,the doctrineholds that the Outsiderhas a structurally im-
posed incapacityto comprehendalien groups,statuses,cultures,and
societies.UnliketheInsider,theOutsiderhas neitherbeensocializedin the
groupnorhas engagedin therunof experiencethatmakesup its life,and
therefore cannothave the direct,intuitivesensitivitythat alone makes
empathicunderstanding possible.Only throughcontinuedsocializationin
the life of a groupcan one become fullyaware of its symbolismsand
socially shared realities; only so can one understandthe fine-grained
meaningsof behavior,feelings,and values; onlyso can one decipherthe
unwritten grammarof conductand the nuancesof culturalidiom.Or, to
take a specificexpressionof this thesisby Ralph W. Conant (1968):
"Whitesare not and neverwill be as sensitiveto the black community
12 As I have noted in the firstedition of this paper, the social scientistsof India, for
one example,have long sufferedthe slingsand arrows of outrageouslyunpreparedand
altogetherexogenoussocial scientistsengagingin swift,superficialinquiriesinto matters
Indian (Merton 1971, p. 456).
15
Robert K. Merton
preciselybecause they are not part of that community."Correlatively,
Abd-lHakimuIbn Alkalimat(Gerald McWorter)drawsa sharpcontrast
betweenthe conceptsof "a black social science" and "a white social
science" (1969, p. 35).
A somewhatless stringent versionof the doctrinemaintainsonly that
Insiderand Outsiderscholarshave significantly differentfoci of interest.
The argument goes somewhatas follows.The Insiders,sharingthe deepest
concernsof thegroupor at theleast beingthoroughly awareof them,will
so directtheirinquiriesas to have thembe relevantto thoseconcerns.So,
too, the Outsiderswill inquireinto problemsrelevantto the distinctive
values and interestswhichtheysharewithmembersof theirgroup.But
theseare boundto differ fromthoseof the groupunderstudyif onlybe-
cause theOutsidersoccupydifferent places in thesocialstructure.
This is a hypothesiswhichhas the not unattractivequality of being
readilyamenableto empiricalinvestigation. It shouldbe possibleto com-
pare the spectrumof researchproblemsabout,say, the black population
in the countrythat have been investigated by black sociologistsand by
whiteones,or say, the spectrumof problemsaboutwomenthathave been
investigated by femalesociologistsand by male ones,in orderto findout
whetherthe fociof attentionin factdiffer and if so, to what degreeand
in whichrespects.The onlyinquiryof thiskindI happento knowof was
publishedmore than a quarter-century ago. William Fontaine (1944)
foundthatNegroscholarstendedto adopt analyticalratherthanmorpho-
logical categoriesin theirstudyof behavior,that they emphasizeden-
vironmental ratherthan biologicaldeterminants of that behavior,and
tendedto makeuse of strikingly dramaticratherthanrepresentative data.
All thiswas ascribedto a caste-induced resentment amongNegroscholars.
But sincethislonestudyfailedto examinethefrequency of subjects,types
of interpretation,and uses of data amonga comparablesampleof white
scholarsat the time,the findings are somewhatless thancompelling.All
the same, the questionsit addressedremain.For there is theoretical
reasonto supposethat the fociof researchadoptedby Insidersand Out-
sidersand perhapstheircategoriesof analysisas well will tendto differ.
At least, Max Weber's notionof Wertbeziehung suggeststhat differing
social locations,withtheirdistinctive interestsand values,will affectthe
selectionof problemsforinvestigation (Weber 1922, pp. 146-214).
Unlike the stringentversionof the doctrinewhich maintainsthat
Insidersand Outsidersmustarriveat different (and presumablyincom-
patible) findingsand interpretations even when they do examine the
sameproblems, thisweakerversionarguesonlythattheywillnotdeal with
thesamequestionsand so willsimplytalkpast one another.Withthe two
versionscombined,the extendedversionof the Insiderdoctrinecan also
be put in thevernacular:one mustnot onlybe one in orderto understand
16
Insidersand Outsiders
17
RobertK. Merton
18
Insidersand Outsiders
cation,foundin somemeasureamongall groups,becomesa predictableand
intensified counterresponseto long-standing belittlement fromwithout.15
So it is that,in the United States,the centuries-long institutionalized
premisethat "white (and forsome,presumablyonly white) is true and
good and beautiful"induces,under conditionsof revolutionary change,
the counterpremise that"black (and forsome,presumably onlyblack) is
trueand good and beautiful."And just as the social systemhas forcen-
turiesoperatedon the tacitor explicitpremisethatin cases of conflictbe-
tweenwhitesand blacks, the whitesare presumptively right,so there
now developsthe counterpremise, findingeasy confirmation in the long
historyof injusticevisitedupon AmericanNegroes,that in cases of such
conflicttoday,the blacksare presumptively right.
What is beingproposedhere is that the epistemological claimsof the
Insiderto monopolistic or privilegedaccess to social truthdevelopunder
particularsocial and historicalconditions.Social groupsor strataon the
way up developa revolutionary elan. The new thrustto a largershare
of power and controlover theirsocial and political environment finds
variousexpressions, amongthemclaimsto a unique access to knowledge
about theirhistory,culture,and social life.
On thisinterpretation,we can understand whythisInsiderdoctrinedoes
not arguefora Black Physics,Black Chemistry, Black Biology,or Black
Technology.For the new will to controltheirfate deals with the social
environment, not the environment of nature.There is, moreover, nothing
in the segregatedlifeexperienceof Negroesthatis said to sensitizethem
to the subjectmattersand problematics of the physicaland lifesciences.
An Insiderdoctrinewouldhave to forgegeneticassumptions about racial
modesof thoughtin orderto claim,as in thecase of theNazi versionthey
did claim,monopolistic or privilegedaccess to knowledgein thesefieldsof
science. But the black Insider doctrineadopts an essentiallysocial-
environmental rationale,not a biologicallygeneticone.
The social process underlyingthe emergenceof Insider doctrineis
reasonablyclear. Polarizationin the underlying social structurebecomes
reflectedin the polarizationof claimsin the intellectualand ideological
domain,as groupsor collectivities seek to capturewhatHeidegger called
the "public interpretation of reality."16With varyingdegreesof intent,
groupsin conflictwantto make theirinterpretation the prevailingone of
howthingswereand are and willbe. The criticalmeasureof successoccurs
whentheinterpretation movesbeyondtheboundariesof theingroupto be
15This is not a predictionafterthe fact. E. Franklin Frazier (1949, 1957) repeatedly
made the generalpoint and Merton (1968, p. 485) examinedthis patternin connection
with the self-fulfilling
prophecy.
16 Heidegger(1927) as cited and discussedby Mannheim (1952, pp. 196 if.).
19
Robert K. Merton
20
Insidersand Outsiders
Oneof thefewerrorsto whichwe are clinging mostpersistently and,as
I think, mostmischievously has comeintogreatprominence of late. It is
thecultivationandstimulation amongus ofa sentiment whichwearepleased
to call racepride.I findit in all ourbooks,papers,and speeches.For my
partI see no superiorityor inferiorityin raceor color.Neithertheonenor
theotheris a propersourceof prideor complacency. Our raceand color
are notof ourownchoosing. We haveno volitionin thecase one wayor
another. The onlyexcuseforpridein individuals or racesis in thefactof
theirownachievements. ... I see no benefitto be derivedfromthisever-
lastingexhortation of speakersand writers amongus to thecultivation of
racepride.On thecontrary, I see in it a positiveevil.It is building on a
falsefoundation. Besides,whatis the thingwe are fighting against,and
whatare we fighting forin thiscountry? Whatis themountain devil,the
lionin thewayof ourprogress? Whatis it, but American racepride;an
assumption of superiorityuponthegroundof race and color?Do we not
knowthateveryargument wemake,andeverypretension wesetup in favor
of raceprideis givingtheenemya stickto breakoverourheads?
In rejectingthe cause of racial chauvinism,Douglass addressedthe
normative ratherthanthecognitiveaspectof Insiderism. The call to total
commitment requiringone grouployaltyto be unquestionably paramount
is mostapt to be heardwhentheparticulargroupor collectivity is engaged
in severeconflictwithothers.Justas conditionsof war betweennations
have longproduceda straintowardhyperpatriotism amongnationalethno-
centrics,so currentintergroup conflictshave produceda straintoward
hyperloyalty amongracial or sex or age or religiousethnocentrics. Total
commitment easilyslidesfromthe solidaritydoctrineof "our group,right
or wrong"to the morallyand intellectually preemptivedoctrineof "our
group,alwaysright,neverwrong."
Turningfromthe normativeaspect,withits ideologyexhorting prime
loyaltyto thisor thatgroup,to the cognitive,specifically epistemological
aspect,we notethattheInsiderdoctrinepresupposesa particularimagery
of social structure.
21
Robert K. Merton
22
Insidersand Outsiders
divisions.Such analysisonly indicatesthe bases of social divisionsthat
stand in the way of enduringunityof any of the collectivities and so
mustbe coped with,divisionsthatare not easily overcomeas new issues
activatestatuseswith diverseand oftenconflicting interests.Thus, the
obstaclesto a unionof womenin England and North Ireland resulting
fromnational,political,and religiousdifferences betweenthem are no
less formidablethanthe obstacles,notedby Marx, confronting the union
So, too, women'sliberationmovements
of Englishand Irish proletarians.
seekingunityin the UnitedStatesfindthemselves periodicallycontending
withthe divisionsbetweenblacks and whiteswithintheirranks,just as
black liberationmovementsseekingunity find themselvesperiodically
contending withthe divisionsbetweenmen and liberatedwomenwithin
theirranks(Chisholm1970; LaRue 1970).
The problemof achievingunityin large social movementsbased on
any one statuswhenits membersare differentiated by crosscutting status
sets is epitomizedin these wordsabout women'sliberationby a black
womanwhereidentification withrace is dominant:"Of coursetherehave
beenwomenwhohave been able to thinkbetterthanthey'vebeen trained
and have producedthe canonof literaturefondlyreferred to as 'feminist
literature':Anais Nin, Simonede Beauvoir,Doris Lessing,BettyFriedan,
etc. And the questionforus arises: how relevantare the truths,the ex-
periences,thefindings of whitewomento Black women?Are womenafter
all simplywomen?I don'tknowthatour priorities are the same,thatour
concernsand methodsare thesame,or evensimilarenoughso thatwe can
affordto dependon thisnew fieldof experts(white,female).It is rather
obviousthatwe do not. It is obviousthat we are turningto each other"
(Cade 1970,p. 9).
the following
Correlatively, passage epitomizesthe way in whichinter-
nal differentiationworksagainstunityof the black liberationmovement
where dominantidentification with sex status is reinforced by further
educationaldifferentiation:
Seemsto me theBrother does us all a greatdisservice
by tellingherto
fight themanwiththewomb.Betterto fight withthegunand themind.
. . .The all too breezyno-pill/have-kids/mess-up-the-man's-plannotion
thesecomic-book-loving Sistersfindso excitingis veryseductivebecause
andeasythingforherto do forthecausesinceit nourishes
it'sa clear-cut
hersenseof martyrdom. If thethingis numbers merely,whatthe hell.
But if we are talkingaboutrevolution, creatingan armyfortodayand
tomorrow, I thinktheBrothers who'vebeenscreaming thesepast years
hadbetter go do theirhomework. [Cade 1970,pp. 167-68]
of collectivitiesbased on a single status
The internaldifferentiation
bases fordiverseand oftenconflicting
thusprovidesstructural intellectual
and moralperspectives
withinsuch collectivities. of religionor
Differences
23
RobertK. Merton
24
Insidersand Outsiders
fiedin termsof singlestatuses,servesonlyto push the logicof Insiderism
to its ultimatemethodological solipsism.
The factof structuraland institutional differentiationhas otherkinds
of implicationsforthe effortto translatethe Insiderclaim to solidarity
into an Insiderepistemology. Since we all occupy variousstatusesand
have groupaffiliations of varyingsignificance to us, since, in short,we
individually linkup withthedifferentiated societythroughour statussets,
thisrunscounterto the abidingand exclusiveprimacyof any one group
affiliation.
Differing situationsactivatedifferent statuseswhichthen and
theredominateovertherivalclaimsof otherstatuses.
This aspect of the dynamicsof statussets can also be examinedfrom
the standpointof the differing marginsof functionalautonomypossessed
by varioussocialinstitutions and othersocial subsystems. Each significant
affiliationexacts loyaltyto values, standards,and normsgoverningthe
giveninstitutional domain,whetherreligion, science,or economy.Sociolog-
ical thinkerssuch as Marx and Sorokin,so wide apart in manyof their
otherassumptions, agreein assigninga marginof autonomyto the sphere
of knowledge20 even as theyposit theirrespectivesocial, economic,or
culturaldeterminants of it. The alterego of Marx, forexample,declares
the partialautonomyof spheresof thoughtin a well-known passage that
bears repetitionhere:
According to thematerialist conception of history thedetermining ele-
mentin history is ultimatelytheproduction and reproduction in reallife.
Morethanthisneither MarxnorI haveeverasserted. If therefore some-
bodytwiststhisintothestatement thattheeconomic element is theonly
determining one,he transforms it intoa meaningless, abstract and absurd
phrase.Theeconomic situationis thebasis,butthevariouselements ofthe
superstructure-political formsof theclassstruggle and its consequences,
constitutionsestablished by thevictorious classaftera successful battle,
etc.-formsof law-and theneventhereflexes ofall theseactualstruggles
in the brainsof the combatants: political,legal,philosophical theories,
religiousideasandtheirfurther development intosystems of dogma-also
exercisetheirinfluence uponthecourseof thehistorical struggles and in
manycasespreponderate in determining theirform.Thereis an interaction
of all theseelements in which. .. theeconomic movement finallyasserts
itselfas necessary.Otherwise theapplication of thetheory to anyperiod
ofhistory onechooseswouldbe easierthanthesolution of a simpleequa-
tionof thefirstdegree.[Engels1936,p. 381; see also p. 392]
We can see structuraldifferentiationand institutionalautonomyat
workin current
responsesofscholarsto theextremeInsiderdoctrine.They
25
RobertK. Merton
26
Insidersand Outsiders
(as wellas thesharingof someinterestsand values withothers).Certain
traditionsin thesociologyof knowledge have goneon to assumethatthese
structurally patterneddifferences should involve,on the average,pat-
terneddifferences in perceptions and perspectives.And these,so the con-
vergent traditionshold-theirconvergence beingoftenobscuredby diversity
in vocabularyratherthan in basic concept-shouldmake fordiscernible
differences,on the average,in the definitions of problemsfor inquiry
and in the typesof hypothesestaken as pointsof departure.So far,so
good. The evidenceis farfromin, sinceit has also been a traditionin the
sociologyof scientific knowledgeduringthe greaterpart of the past cen-
turyto preferspeculativetheoryto empiricalinquiry.But the idea, which
can be taken as a generalorientationguidingsuch inquiry,is greatly
transformed in Insiderdoctrine.
For one thing,that doctrineassumestotal coincidencebetweensocial
positionand individualperspectives. It thusexaggeratesintoerrorthecon-
ceptionof structural analysiswhichmaintainsthatthereis a tendencyfor,
not a fulldetermination of, sociallypatterneddifferences in the perspec-
tives,preferences, and behaviorof people variouslylocated in the social
structure.The theoreticalemphasison tendency,as distinctfromtotal
uniformity, is basic, not casual or niggling.It providesfor a rangeof
variabilityin perspective and behavioramongmembers of thesamegroups
or occupantsof the same status (differences which,as we have seen,
are ascribableto social as well as psychologicaldifferentiation). At the
sametime,thisstructural conception also providesforpatterned differences,
on the whole,betweenthe perspectives of membersof different groupsor
occupantsof different statuses.Structuralanalysisthusavoids what Den-
nis Wrong (1961) has aptly describedas "the oversocializedconception
of manin modernsociology."'21
21 Wrong's paper is an important formulationof the theoreticalfault involved in
identifyingstructuralposition with individual behavior. But, in some cases, he is
preachingto the long since converted.It is a tenet in some formsof structuralanaly-
sis that differences
in social location make for patterneddifferencesin perspectivesand
behavior between groups while still allowing for a range of variabilitywithingroups
and thus,in structurallyproximategroups,for considerablyoverlappingranges of be-
havior and perspective.On the general orientationof structuralanalysis in sociology,
see Barbano (1968); for some specificterminologicalclues to the fundamentaldistinc-
tion betweensocial position and actual behavior or perspectiveas this is incorporated
in structuralanalysis,see Merton (1968, passim) for the key theoreticalexpressions
that "structuresexert pressures"and structures"tend" to generateperspectivesand
behaviors. For specificexamples: "people in the various occupationstend to take dif-
ferentparts in the society,to have different shares in the exerciseof power, both ac-
knowledgedand unacknowledged,and to see the world differently"(p.180). "Our pri-
mary aim is to discoverhow some social structuresexerta definitepressureupon cer-
tain personsin the societyto engagein nonconforming ratherthan conformingconduct.
If we can locate groups peculiarlysubject to such pressures,we should expect to find
fairlyhighratesof deviantbehaviorin thosegroups" (p. 186). And forimmediaterather
than generaltheoreticalbearingon the specificproblemshere under review,see Merton
27
Robert K. Merton
28
Insidersand Outsiders
INSIDERS AS "OUTSIDERS"
29
RobertK. Merton
30
Insidersand Outsiders
parochiallymistakeforthetruth.Onlywhenwe escape fromthe cave and
extendour visionsdo we provideforaccess to authenticknowledge.By
implication,it is throughthe iconoclasmthat comeswithchanginggroup
affiliations
that we can destroythe Idol of the Cave, abandon delusory
doctrinesof our own group,and enlargeour prospectsfor reachingthe
truth.For Bacon,thededicatedInsideris peculiarlysubjectto themyopia
of thecave.
In thisconception,Bacon characteristicallyattendsonlyto thedysfunc-
tionsof groupaffiliation forknowledge.Since forhim access to authentic
knowledgerequiresthatone abandonsuperstition and prejudice,and since
thesestemfromgroups,it wouldnot occurto Bacon to considerthe pos-
sible functionsof social locationsin societyas providingforobservability
and access to particularkindsof knowledge.
In a far moresubtlestyle,the foundingfathersof sociologyin effect
also arguedagainstthestrongformof theInsiderdoctrinewithoutturning
to theequal and oppositeerrorof advocatingthestrongformof the Out-
siderdoctrine(whichwouldhold that knowledgeabout groups,unpreju-
diced by membership in them,is accessibleonlyto outsiders).
The ancientepistemological problemof subject and object was taken
up in the discussionof historicalVerstehen. Thus, firstSimmeland then,
repeatedly,Max Webersymptomatically adoptedthe memorablephrase:
"one neednot be Caesar in orderto understand Caesar."24In makingthis
claim,theyrejectedtheextremeInsiderthesiswhichassertsin effectthat
one mustbe Caesar in orderto understandhim just as theyrejectedthe
extremeOutsiderthesisthat one mustnot be Caesar in orderto under-
standhim.
The observations of Simmeland Weberbear directlyupon implications
of the Insiderdoctrinethat reachbeyondits currently emphasizedscope.
31
Robert K. Merton
32
Insidersand Outsiders
are moregeneraland moreobjectiveideals; he is not tied down in his
actionby habit,piety,and precedent"(pp. 404-5). Above all, and here
Simmeldepartsfromthe simpleBaconian conception,the objectivityof
the stranger"does not simplyinvolvepassivityand detachment;it is a
particularstructurecomposedof distanceand nearness,indifference and
involvement." It is the stranger,too, who findswhat is familiarto the
groupsignificantly unfamiliarand so is promptedto raise questionsfor
inquiryless apt to be raisedat all by Insiders.
As was so oftenthe case with Simmel'sseminalmind,he thus raised
a varietyof significantquestionsabout the roleof the strangerin acquir-
ing sound and new knowledge,questionsthat especiallyin recentyears
have begun to be seriouslyinvestigated.A great varietyof inquiries
into the roles of anthropological and sociologicalfieldworkers have ex-
ploredthe advantagesand limitations of the Outsideras observer.28 Even
now,it appears that the balance sheet for Outsiderobserversresembles
thatforInsiderobservers, both havingtheirdistinctive assets and liabili-
ties.
Apart fromthe theoreticaland empiricalworkexaminingthe possibly
distinctiveroleof the Outsiderin social and historicalinquiry,significant
episodesin the development of such inquirycan be examinedas "clinical
cases" in point.Thus, it has been arguedthat in mattershistoricaland
sociologicalthe prospectsforachievingcertainkindsof insightsmay ac-
tually be somewhatbetterfor the Outsider.Soon afterit appeared in
1835, Tocqueville'sDemocracyin Americawas acclaimedas a masterly
workby "an accomplishedforeigner." Tocquevillehimselfexpressedthe
opinionthat "thereare certaintruthswhichAmericanscan only learn
fromn strangers."These includedwhat he describedas the tyrannyof
majorityopinionand the particularsystemof stratification whicheven
in that timeinvolveda widespeadpreoccupationwith relativestatus in
the communitythat left "Americansso restlessin the midst of their
prosperity."(This is Tocqueville,not Galbraith,writing.)All the same,
thismostperceptiveOutsiderdid not manageto transcendmanyof the
deep-seatedracial beliefsand mythshe encountered in the UnitedStates
of the time.
28 Many of these inquiriesexplicitlytake offfrom Simmel's imageryof the roles and
functionsof the stranger.From the large and fast-growingmass of publicationson
fieldworkin social science, I cite only a few that variously try to analyze the roles
of the Outsider as observer and interpreter.From an earlier day dealing with
"strangervalue," see Oeser (1939), Nadel (1939), Merton (1947), and Paul (1953). For
more recent work on the parametersof adaptation by strangersas observers,see
especiallythe imaginativeanalysis by Nash (1963) and the array of papers detailing
how the sex role of women anthropologistsaffectedtheir access to field data (Golde
1970). On comparable problemsof the roles of Insiders and Outsidersin the under-
standing of complex public bureaucracies,see the short, general interpretationby
Merton (1945) and the comprehensive, detailed one by Frankel (1969).
33
RobertK. Merton
Having condemnedthe Anglo-Americans whose"oppressionhas at one
strokedeprivedthedescendantsof theAfricansof almostall theprivileges
of humanity"(Tocqueville[1858] 1945, 1:332);
havingdescribedslaveryas mankind's greatestcalamityand having
arguedthattheabolition of slaveryin theNorthwas "notforthegood
of theNegroes, butforthatof thewhites"(ibid.,1:360-61);
havingidentified themarksof "oppression" uponboththe oppressed
Indiansandblacksandupontheirwhiteoppressors (ibid.,vol. 1, chap.18,
passim);
havingnoted"thetyranny of thelaws"designed to suppressthe"un-
happyblacks"inthestatesthathadabolished slavery(ibid.,1:368);
havingapproximately notedtheoperation of theself-fulfillingprophecy
in theremark that"toinducethewhitesto abandontheopiniontheyhave
conceived of themoraland intellectual inferiority
of theirformer slaves,
theNegroesmustchange;butas longas thisopinion to changeis
subsists,
impossible" (ibid.,1:358,n.);
havingalso approximated theidea of relativedeprivation in thestate-
mentthat"thereexistsa singular principle
ofrelative justicewhichis very
firmly implanted in thehumanheart.Menare muchmoreforcibly struck
by thoseinequalities whichexistwithin thecircleof thesameclass,than
withthosewhichmaybe remarked betweendifferent classes"(ibid.,1:
373-74;
havingmadetheseobservations and judgments, thistalentedOutsider
nevertheless acceptsthedoctrine, relevantin histime,thatracialinequal-
ities"seemto be foundedupontheimmutable laws of natureherself"
(ibid.,1:358-59); and,to stopthelistof particulars here,assumes, as an
understandable andinevitable ratherthandisturbing factthat"theNegro,
whoearnestly desiresto mingle hisracewiththatof theEuropean, cannot
effectit" (ibid.,1:335).29
Withoutanachronistically asking,as a Whig historianmight,for al-
togetherprescientjudgmentsfromthis Outsiderwho was, afterall, re-
cordinghis observationsin the early 19th century,we can nevertheless
note that the role of Outsiderapparentlyno moreguaranteesemancipa-
tionfromthemythsof a collectivity thantheroleof theInsiderguarantees
fullinsightinto its social life and beliefs.
What was in the case of Tocquevillean unplannedcircumstance has
since oftenbecomea matterof deliberatedecision.Outsidersare sought
out to observesocial institutions and cultureson the premisethat they
are moreapt to do so withdetachment. Thus, in the firstdecade of this
century,the CarnegieFoundationfor the Advancement of Teaching,in
29 Tocqueville also assumes that "fatal oppression"has resultedin the enslaved blacks
becoming"devoid of wants," and that "plunged in this abyss of evils, [he] scarcely
feels his own calamitous situation," coming to believe that "even the power of
thought . . . [is] a useless gift of Providence" (1:333). Such observationson the
dehumanizingconsequences of oppression are remarkable for the time. As Oliver
Cromwell Cox (1948) observes about part of this same passage, Tocqueville's point
"stillhas a modicumof validity" (p. 369, n.).
34
Insidersand Outsiders
its search for someoneto investigatethe conditionof medical schools,
reachedout to appointAbrahamFlexner,afterhe had admittednever
beforehavingbeen insidea medicalschool.It was a matterof policyto
selecta totalOutsiderwho,as it happened,producedthe uncompromising
Reportwhichdid muchto transform thestateof Americanmedicaleduca-
tionat thetime.
Later,castingabout fora scholarwho mightdo a thoroughgoing study
of theNegroin the UnitedStates,the CarnegieCorporation searchedfor
an Outsider,preferablyone, as they put it, drawn froma countryof
"high intellectualand scholarlystandardsbut with no backgroundor
traditionsof imperialism." These twinconditionsof course swiftlynar-
rowedthescope of thesearch.Switzerlandand the Scandinaviancountries
alone seemedto qualify,with the quest ending,as we know,with the
selectionof GunnarMyrdal. In the prefaceto An AmericanDilemma,
Myrdal (1944, pp. xviii-xiv)reflected on his statusas an Outsiderwho,
in his words,"had neverbeen subjectto thestrainsinvolvedin livingin a
black-white society"and who "as a strangerto the problem. . . has had
perhapsa greaterawarenessof theextentto whichhumanvaluationsevery-
whereenterinto our scientific discussionof the Negroproblem."
Reviewsof the book repeatedlyalluded to the degreeof detachment
fromentanglingloyaltiesthat seemedto come fromMyrdal's being an
Outsider.J. S. Redding(1944), forone, observedthat "as a European,
Myrdalhad no Americansensibilities to protect.He hits hard withfact
and interpretation."RobertS. Lynd (1944), foranother,saw it as a prime
meritof this Outsiderthat he was freeto findout forhimself"without
any side glancesas to what was politicallyexpedient."And fora third,
FrankTannenbaum(1944) notedthatMyrdalbrought"objectivityin re-
gard to the special foiblesand shortcomings in Americanlife.As an out-
sider,he showedthe kindof objectivitywhichwouldseemimpossiblefor
one rearedwithinthe Americanscene." Even later criticismof Myrdal's
work-forexample,thecomprehensive critiqueby Cox (1948, chap. 23)-
does not attributeimputederrorsin interpretation to his havingbeen an
Outsider.
Two observations shouldbe made on the Myrdalepisode.First,in the
judgmentof criticalminds,the Outsider,far frombeing excludedfrom
the understanding of an alien society,was able to bringneededperspec-
tives to it. And second,that Myrdal,wantingto have both Insiderand
Outsiderperspectives, expresslydrewinto his circleof associatesin the
studysuch Insiders,engagedin the studyof Negro life and cultureand
of race relations,as E. FranklinFrazier,ArnoldRose, Ralph Bunche,
MelvilleHerskovits, Otto Klineberg,J. G. St. Clair Drake, Guy B. John-
son, and Doxey A. Wilkerson.
It shouldbe notedin passingthatotherspheresof science,technology,
35
Robert K. Merton
36
Insidersand Outsiders
37
RobertK. Merton
possible]to finda positionfromwhichbothkindsof thought can be
envisaged yetat thesametimealsointerpreted
in theirpartialcorrectness,
as subordinateaspectsof a higher [Pp. 221-23]
synthesis.
The essentialpoint is that,withor withoutintent,the processof in-
tellectualexchangetakes place preciselybecause the conflictinggroups
are in interaction.The extremeInsiderdoctrine,forexample,affectsthe
thinking blackand white,whorejectits extravagant
of sociologists, claims.
Intellectualconflictsensitizesthemto aspectsof theirsubject that they
have otherwisenot taken into account.
38
Insidersand Outsiders
concreteness, the fallacyof assumingthat the particularconceptswe em-
ploy to examinethe flowof eventscapturetheirentirecontent.No more
thanin otherfieldsof inquiryare sociologicalconceptsdesignedto depict
the concreteentirety of the psychosocialrealityto whichtheyrefer.But
the methodological rationaleforconceptualabstractionhas yet to provide
a way of assessingtheintellectualcostsas wellas the intellectualgainsof
abstraction.As Paul Weiss (1971) has put the generalissue: "How can
we everretrieve information aboutdistinctive featuresoncewe have tossed
it out?" (p. 213).
Considersomeoutcomesof the establishedpracticeof employing bland
sociologicalconceptsthat systematically abstractfromcertainelements
and aspectsof the concreteness of social life.It is thenonlya shortstep
to the furthertacit assumptionthat the aspects of psychosocialreality
whichtheseconceptshelp us to understand are theonlyonesworthtrying
to understand. The groundis thenpreparedforthe nextseemingly small
but altogether conclusivestep.The social scientistsometimes comesto act
as thoughthe aspectsof the realitywhichare neglectedin his analytical
apparatusdo not evenexist.By thatroute,eventhemostconscientious of
social scientistsare oftenled to transform theirconceptsand modelsinto
scientificeuphemisms.
All thisinvolvesthe specialironythat the moreintellectually powerful
a set of social scienceconceptshas provedto be, the less the incentive
fortryingto elaborateit in waysdesignedto catchup thehumanlysignifi-
cant aspectsof the psychosocialrealitythatit neglects.
It is this tendencytoward sociologicaleuphemism,I suggest,that
some (principallybut not exclusivelyblack) social scientistsare forcing
upon the attentionof (principallybut not exclusivelywhite) social sci-
entists.No one I knowhas put thismorepointedlythan KennethClark
(1965): "More privilegedindividualsmay understandably need to shield
themselvesfromthe inevitableconflictand pain whichwould resultfrom
acceptanceof the fact that they are accessoriesto profoundinjustice.
The tendencyto discussdisturbing social issuessuch as racialdiscrimina-
tion,segregation, and economicexploitationin detached,legal, political,
socio-economic, or psychologicaltermsas if thesepersistent problemsdid
notinvolvethesuffering of actualhumanbeingsis so contrary to empirical
evidencethatit mustbe interpreted as a protectivedevice" (p. 75).
39
Robert K. Merton
40
Insidersand Outsiders
41
RobertK. Merton
42
Insidersand Outsiders
rate But Unequal and WinthropJordan'sWhiteOver Black-to mention
onlyfour-rankamongthebestof theefforts thatany historians,whiteor
black,have made to revisethe historyof theirown country.In that role
they,too, became revisionistsof the historyof Afro-Americans" (1969,
pp. 5-6).
These effortsonly began to counterthe "uniformed,arrogant,un-
charitable,undemocratic,and racisthistory[which]. .. spawnedand per-
petuatedan ignorant,self-seeking, superpatriotic, ethnocentricgroup of
whiteAmericanswho can say, in this day and time,that they did not
know that Negro Americanshad a history"(1969, p. 9). But much
needed counterdevelopments can induce otherkinds of departurefrom
scholarlystandards.Franklinnotesthatthe recent"greatrenaissance"of
interestin the historyof Negro Americanshas foundproliferated and
commercialized "Publishersare literallypouringout handbooks,
expression.
anthologies,workbooks,almanacs,documentaries, and textbookson the
historyofNegroAmericans.... Soon,we shallhave manymorebooksthan
we can read; indeed,manymorethanwe shouldread.Soon,we shall have
moreauthorities on Negrohistorythanwe can listento; indeed,manymore
thanwe shouldlistento" (1969, pp. 10-11).
Franklin'sapplicationof exacting,autonomousand universalistic stan-
dardsculminatesin a formulation that,once again,transcends thestatuses
of Insidersand Outsiders:
Slavery, unspeakable
injustice, thesellingof babiesfromtheir
barbarities,
mothers, thebreeding burnings
of slaves,lynchings, at thestake,discrimi-
nation,segregation, thesethingstoo are a part of the historyof this
country. If thePatriotsweremorein lovewithslaverythanfreedom, if
theFounding Fathersweremoreanxiousto writeslaveryintothe Con-
stitutionthantheywereto protect therightsof men,and if freedom was
begrudgingly givenand theneffectivelydeniedforanothercentury, these
thingstoo are a partof thenation'shistory. It takesa personof stout
heart,greatcourage, and uncompromising honesty to lookthehistory of
thiscountry squarelyin thefaceandtellit likeit is. Butnothing shortof
thiswillmakepossiblea reassessment of American historyand a revision
of American historythatwill,in turn,permittheteaching of thehistory
of NegroAmericans. Andwhenthisapproach prevails, thehistoryof the
UnitedStatesandthehistory of theblackmancan be written andtaught
byanyperson, white,
black,orotherwise. Forthereis nothing so irrelevant
in tellingthetruthas thecolorof a man'sskin.[1969,pp. 14-15]
43
RobertK. Merton
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