epistemology Epistemology (; ), or the theory of knowledge, is the branch of philosophy concerned with knowledge. Epistemology is considered a major subfield of philosophy, along with other major subfields such as ethics, logic, and metaphysics. Epi ...

, and more specifically, the sociology of knowledge, reflexivity refers to circular relationships between

cause and effect Causality (also referred to as causation, or cause and effect) is influence by which one event, process, state, or object (''a'' ''cause'') contributes to the production of another event, process, state, or object (an ''effect'') where the ca ...

, especially as embedded in human belief structures. A reflexive relationship is bidirectional with both the cause and the effect affecting one another in a relationship in which neither can be assigned as causes or effects. Within

sociology Sociology is a social science that focuses on society, human social behavior, patterns of social relationships, social interaction, and aspects of culture associated with everyday life. It uses various methods of empirical investigation an ...

more broadly—the field of origin—reflexivity means an act of self-reference where examination or action "bends back on", refers to, and affects the entity instigating the action or examination. It commonly refers to the capacity of an

agent Agent may refer to: Espionage, investigation, and law *, spies or intelligence officers * Law of agency, laws involving a person authorized to act on behalf of another ** Agent of record, a person with a contractual agreement with an insuranc ...

to recognise forces of

socialisation In sociology, socialization or socialisation (see spelling differences) is the process of internalizing the norms and ideologies of society. Socialization encompasses both learning and teaching and is thus "the means by which social and cul ...

and alter their place in the social structure. A low level of reflexivity would result in individuals shaped largely by their environment (or "society"). A high level of social reflexivity would be defined by individuals shaping ''their own'' norms, tastes, politics, desires, and so on. This is similar to the notion of

autonomy In developmental psychology and moral, political, and bioethical philosophy, autonomy, from , ''autonomos'', from αὐτο- ''auto-'' "self" and νόμος ''nomos'', "law", hence when combined understood to mean "one who gives oneself one' ...

. (See also structure and agency and social mobility.) Within

economics Economics () is the social science that studies the production, distribution, and consumption of goods and services. Economics focuses on the behaviour and interactions of economic agents and how economies work. Microeconomics anal ...

, reflexivity refers to the self-reinforcing effect of market sentiment, whereby rising prices attract buyers whose actions drive prices higher still until the process becomes unsustainable. This is an instance of a positive feedback loop. The same process can operate in reverse leading to a catastrophic collapse in prices.

Overview

In social theory, ''reflexivity'' may occur when theories in a discipline should apply equally to the discipline itself; for example, in the case that the theories of knowledge construction in the field of sociology of scientific knowledge should apply equally to knowledge construction by sociology of scientific knowledge practitioners, or when the subject matter of a discipline should apply equally to the individual practitioners of that discipline (e.g., when psychological theory should explain the psychological processes of psychologists). More broadly, reflexivity is considered to occur when the observations of observers in the social system affect the very situations they are observing, or when theory being formulated is disseminated to and affects the behaviour of the individuals or systems the theory is meant to be objectively modelling. Thus, for example, an anthropologist living in an isolated village may affect the village and the behaviour of its citizens under study. The observations are not independent of the participation of the observer. Reflexivity is, therefore, a methodological issue in the social sciences analogous to the

observer effect Observer effect, observer bias, observation bias, etc. may refer to a number of concepts, some of them closely related: General experimental biases * Hawthorne effect, a form of reactivity in which subjects modify an aspect of their behavior, in ...

. Within that part of recent sociology of science that has been called the strong programme, reflexivity is suggested as a methodological norm or principle, meaning that a full theoretical account of the social construction of, say, scientific, religious or ethical knowledge systems, should itself be explainable by the same principles and methods as used for accounting for these other knowledge systems. This points to a general feature of naturalised epistemologies, that such theories of knowledge allow for specific fields of research to elucidate other fields as part of an overall self-reflective process: any particular field of research occupied with aspects of knowledge processes in general (e.g., history of science, cognitive science, sociology of science, psychology of perception, semiotics, logic, neuroscience) may reflexively study other such fields yielding to an overall improved reflection on the conditions for creating knowledge. Reflexivity includes both a subjective process of self-consciousness inquiry and the study of

social behaviour Social behavior is behavior among two or more organisms within the same species, and encompasses any behavior in which one member affects the other. This is due to an interaction among those members. Social behavior can be seen as similar to ...

with reference to theories about

social relation A social relation or also described as a social interaction or social experience is the fundamental unit of analysis within the social sciences, and describes any voluntary or involuntary interpersonal relationship between two or more individuals ...

ships.

History

The principle of reflexivity was perhaps first enunciated by the sociologists William I. Thomas and

Dorothy Swaine Thomas Dorothy Swaine Thomas (October 24, 1899 – May 1, 1977) was an American sociologist and economist. She was the 42nd President of the American Sociological Association, the first woman in that role. Life and career Thomas was born on October 24 ...

, in their 1928 book ''The child in America'': "If men define situations as real, they are real in their consequences". The theory was later termed the "

Thomas theorem The Thomas theorem is a theory of sociology which was formulated in 1928 by William Isaac Thomas and Dorothy Swaine Thomas: In other words, the interpretation of a situation causes the action. This interpretation is not objective. Actions are a ...

". Sociologist

Robert K. Merton Robert King Merton (born Meyer Robert Schkolnick; July 4, 1910 – February 23, 2003) was an American sociologist who is considered a founding father of modern sociology, and a major contributor to the subfield of criminology. He served as th ...

(1948, 1949) built on the Thomas principle to define the notion of a self-fulfilling prophecy: that once a prediction or prophecy is made, actors may accommodate their behaviours and actions so that a statement that would have been false becomes true or, conversely, a statement that would have been true becomes false - as a consequence of the prediction or prophecy being made. The prophecy has a constitutive impact on the outcome or result, changing the outcome from what would otherwise have happened. Reflexivity was taken up as an issue in science in general by Karl Popper (1957), who in his book '' The poverty of historicism'' highlighted the influence of a prediction upon the event predicted, calling this the ' Oedipus effect' in reference to the Greek tale in which the sequence of events fulfilling the Oracle's prophecy is greatly influenced by the prophecy itself. Popper initially considered such self-fulfilling prophecy a distinguishing feature of social science, but later came to see that in the natural sciences, particularly biology and even molecular biology, something equivalent to expectation comes into play and can act to bring about that which has been expected. It was also taken up by Ernest Nagel (1961). Reflexivity presents a problem for science because if a prediction can lead to changes in the system that the prediction is made in relation to, it becomes difficult to assess scientific hypotheses by comparing the predictions they entail with the events that actually occur. The problem is even more difficult in the social sciences. Reflexivity has been taken up as the issue of "reflexive prediction" in economic science by Grunberg and Modigliani (1954) and Herbert A. Simon (1954), has been debated as a major issue in relation to the Lucas critique, and has been raised as a methodological issue in economic science arising from the issue of reflexivity in the sociology of scientific knowledge (SSK) literature. Reflexivity has emerged as both an issue and a solution in modern approaches to the problem of structure and agency, for example in the work of Anthony Giddens in his structuration theory and

Pierre Bourdieu Pierre Bourdieu (; 1 August 1930 – 23 January 2002) was a French sociologist and public intellectual. Bourdieu's contributions to the sociology of education, the theory of sociology, and sociology of aesthetics have achieved wide influence ...

in his

genetic structuralism Lucien Goldmann (; 20 July 1913 – 8 October 1970) was a French philosopher and sociologist of Jewish-Romanian origin. A professor at the EHESS in Paris, he was a Marxist theorist. His wife was sociologist Annie Goldmann. Biography Goldmann ...

Giddens Giddens is both a surname and a given name. Notable people with the name include: Surname * Anthony Giddens, Baron Giddens (born 1938), British sociologist * George Giddens (disambiguation), multiple people * J. R. Giddens (born 1985), American bas ...

, for example, noted that constitutive reflexivity is possible in any social system, and that this presents a distinct methodological problem for the social sciences. Giddens accentuated this theme with his notion of " reflexive modernity" – the argument that, over time, society is becoming increasingly more self-aware, reflective, and hence reflexive.

Bourdieu Pierre Bourdieu (; 1 August 1930 – 23 January 2002) was a French sociologist and public intellectual. Bourdieu's contributions to the sociology of education, the theory of sociology, and sociology of aesthetics have achieved wide influence i ...

argued that the social scientist is inherently laden with

bias Bias is a disproportionate weight ''in favor of'' or ''against'' an idea or thing, usually in a way that is closed-minded, prejudicial, or unfair. Biases can be innate or learned. People may develop biases for or against an individual, a group ...

es, and only by becoming reflexively aware of those biases can the social scientists free themselves from them and aspire to the practice of an objective science. For Bourdieu, therefore, reflexivity is part of the solution, not the problem. Michel Foucault's '' The order of things'' can be said to touch on the issue of Reflexivity. Foucault examines the history of Western thought since the Renaissance and argues that each historical epoch (he identifies three and proposes a fourth) has an episteme, or "a historical ''

a priori ("from the earlier") and ("from the later") are Latin phrases used in philosophy to distinguish types of knowledge, justification, or argument by their reliance on empirical evidence or experience. knowledge is independent from current ex ...

''", that structures and organises knowledge. Foucault argues that the concept of man emerged in the early 19th century, what he calls the "Age of Man", with the philosophy of

Immanuel Kant Immanuel Kant (, , ; 22 April 1724 – 12 February 1804) was a German philosopher and one of the central Enlightenment thinkers. Born in Königsberg, Kant's comprehensive and systematic works in epistemology, metaphysics, ethics, and ...

. He finishes the book by posing the problem of the age of man and our pursuit of knowledge- where "man is both knowing subject and the object of his own study"; thus, Foucault argues that the social sciences, far from being objective, produce truth in their own mutually exclusive discourses.

In economics

Economic philosopher George Soros, influenced by ideas put forward by his tutor, Karl Popper (1957), has been an active promoter of the relevance of reflexivity to economics, first propounding it publicly in his 1987 book ''The alchemy of finance''. He regards his insights into market behaviour from applying the principle as a major factor in the success of his financial career. Reflexivity is inconsistent with general equilibrium theory, which stipulates that markets move towards equilibrium and that non-equilibrium fluctuations are merely random noise that will soon be corrected. In equilibrium theory, prices in the long run at equilibrium reflect the underlying economic fundamentals, which are unaffected by prices. Reflexivity asserts that prices do in fact influence the fundamentals and that these newly influenced set of fundamentals then proceed to change expectations, thus influencing prices; the process continues in a self-reinforcing pattern. Because the pattern is self-reinforcing, markets tend towards disequilibrium. Sooner or later they reach a point where the sentiment is reversed and negative expectations become self-reinforcing in the downward direction, thereby explaining the familiar pattern of boom and bust cycles. An example Soros cites is the

procyclical Procyclical and countercyclical variables are variables that fluctuate in a way that is positively or negatively correlated with business cycle fluctuations in gross domestic product (GDP). The scope of the concept may differ between the context ...

nature of lending, that is, the willingness of banks to ease lending standards for real estate loans when prices are rising, then raising standards when real estate prices are falling, reinforcing the boom and bust cycle. He further suggests that property price inflation is essentially a reflexive phenomenon: house prices are influenced by the sums that banks are prepared to advance for their purchase, and these sums are determined by the banks' estimation of the prices that the property would command. Soros has often claimed that his grasp of the principle of reflexivity is what has given him his "edge" and that it is the major factor contributing to his successes as a trader. For several decades there was little sign of the principle being accepted in mainstream economic circles, but there has been an increase of interest following the crash of 2008, with academic journals, economists, and investors discussing his theories. Economist and former columnist of the ''Financial Times,'' Anatole Kaletsky, argued that Soros' concept of reflexivity is useful in understanding China's economy and how the Chinese government manages it. In 2009, Soros funded the launch of the Institute for New Economic Thinking with the hope that it would develop reflexivity further. The Institute works with several types of heterodox economics, particularly the

post-Keynesian Post-Keynesian economics is a school of economic thought with its origins in '' The General Theory'' of John Maynard Keynes, with subsequent development influenced to a large degree by Michał Kalecki, Joan Robinson, Nicholas Kaldor, Sidney ...

branch.

In sociology

Margaret Archer has written extensively on laypeople's reflexivity. For her, human reflexivity is a ''mediating mechanism'' between structural properties, or the individual's social context, and action, or the individual's ultimate concerns. Reflexive activity, according to Archer, increasingly takes the place of habitual action in late modernity since routine forms prove ineffective in dealing with the complexity of modern life trajectories. While Archer emphasises the agentic aspect of reflexivity, reflexive orientations can themselves be seen as being "socially and temporally embedded". For example, Elster points out that reflexivity cannot be understood without taking into account the fact that it draws on background configurations (e.g., shared meanings, as well as past social engagement and lived experiences of the social world) to be operative.

In anthropology

In anthropology, reflexivity has come to have two distinct meanings, one that refers to the researcher's awareness of an analytic focus on his or her relationship to the field of study, and the other that attends to the ways that

cultural practice Cultural practice is the manifestation of a culture or sub-culture, especially in regard to the traditional and customary practices of a particular ethnic or other cultural groups. The term is gaining in importance due to the increased controver ...

s involve consciousness and commentary on themselves. The first sense of reflexivity in anthropology is part of social science's more general self-critique in the wake of theories by Michel Foucault and others about the relationship of power and knowledge production. Reflexivity about the research process became an important part of the critique of the colonial roots and scientistic methods of anthropology in the "writing cultures" movement associated with James Clifford and George Marcus, as well as many other anthropologists. Rooted in literary criticism and philosophical analysis of the relationship among the anthropologists, the people represented in texts, and their textual representations, this approach has fundamentally changed ethical and methodological approaches in anthropology. As with the

feminist Feminism is a range of socio-political movements and ideologies that aim to define and establish the political, economic, personal, and social equality of the sexes. Feminism incorporates the position that society prioritizes the male po ...

and anti-colonial critiques that provide some of reflexive anthropology's inspiration, the reflexive understanding of the academic and political power of representations, analysis of the process of "writing culture" has become a necessary part of understanding the situation of the ethnographer in the fieldwork situation. Objectification of people and cultures and analysis of them only as objects of study has been largely rejected in favor of developing more collaborative approaches that respect local people's values and goals. Nonetheless, many anthropologists have accused the "writing cultures" approach of muddying the scientific aspects of anthropology with too much introspection about fieldwork relationships, and reflexive anthropology have been heavily attacked by more positivist anthropologists. Considerable debate continues in anthropology over the role of postmodernism and reflexivity, but most anthropologists accept the value of the critical perspective, and generally only argue about the relevance of critical models that seem to lead anthropology away from its earlier core foci. The second kind of reflexivity studied by anthropologists involves varieties of self-reference in which people and cultural practices call attention to themselves. One important origin for this approach is Roman Jakobson in his studies of

deixis In linguistics, deixis (, ) is the use of general words and phrases to refer to a specific time, place, or person in context, e.g., the words ''tomorrow'', ''there'', and ''they''. Words are deictic if their semantic meaning is fixed but their de ...

and the poetic function in language, but the work of Mikhail Bakhtin on carnival has also been important. Within anthropology,

Gregory Bateson Gregory Bateson (9 May 1904 – 4 July 1980) was an English anthropologist, social scientist, linguist, visual anthropologist, semiotician, and cyberneticist whose work intersected that of many other fields. His writings include ''Steps to ...

developed ideas about meta-messages ( subtext) as part of communication, while Clifford Geertz's studies of ritual events such as the Balinese cock-fight point to their role as foci for public reflection on the social order. Studies of play and tricksters further expanded ideas about reflexive cultural practices. Reflexivity has been most intensively explored in studies of performance, public events, rituals, and linguistic forms but can be seen any time acts, things, or people are held up and commented upon or otherwise set apart for consideration. In researching cultural practices, reflexivity plays an important role, but because of its complexity and subtlety, it often goes under-investigated or involves highly specialised analyses. One use of studying reflexivity is in connection to authenticity. Cultural traditions are often imagined as perpetuated as stable ideals by uncreative actors. Innovation may or may not change tradition, but since reflexivity is intrinsic to many cultural activities, reflexivity is part of tradition and not inauthentic. The study of reflexivity shows that people have both self-awareness and creativity in culture. They can play with, comment upon, debate, modify, and objectify culture through manipulating many different features in recognised ways. This leads to the metaculture of conventions about managing and reflecting upon culture.

In International Relations

In International Relations, the question of reflexivity was first raised in the context of the so-called ‘Third Debate’ of the late 1980s. This debate marked a break with the positivist orthodoxy of the discipline. The post-positivist theoretical restructuring was seen to introduce reflexivity as a cornerstone of critical scholarship. For Mark Neufeld, reflexivity in International Relations was characterized by 1) self-awareness of underlying premises, 2) an acknowledgment of the political-normative dimension of theoretical paradigms, and 3) the affirmation that judgement about the merits of paradigms is possible despite the impossibility of neutral or apolitical knowledge production. Since the nineties, reflexivity has become an explicit concern of constructivist, poststructuralist, feminist, and other critical approaches to International Relations. In ''The Conduct of Inquiry in International Relations'', Patrick Thaddeus Jackson identified reflexivity of one of the four main methodologies into which contemporary International Relations research can be divided, alongside neopositivism, critical realism, and analyticism.

Reflexivity and the status of the social sciences

Flanagan has argued that reflexivity complicates all three of the traditional roles that are typically played by a classical science: explanation, prediction and control. The fact that individuals and social collectivities are capable of self-inquiry and adaptation is a key characteristic of real-world social systems, differentiating the social sciences from the physical sciences. Reflexivity, therefore, raises real issues regarding the extent to which the social sciences may ever be viewed as "hard" sciences analogous to classical physics, and raises questions about the nature of the social sciences.

Methods for the implementation of reflexivity

A new generation of scholars has gone beyond (meta-)theoretical discussion to develop concrete research practices for the implementation of reflexivity. These scholars have addressed the ‘how to’ question by turning reflexivity from an informal process into a formal research practice. While most research focuses on how scholars can become more reflexive toward their positionality and situatedness, some have sought to build reflexive methods in relation to other processes of knowledge production, such as the use of language. The latter has been advanced by the work of Professor Audrey Alejandro in a trilogy on reflexive methods. The first article of the trilogy develops what is referred to as Reflexive Discourse Analysis, a critical methodology for the implementation of reflexivity that integrates discourse theory. The second article further expands the methodological tools for practicing reflexivity by introducing a three-stage research method for problematizing linguistic categories. The final piece of the trilogy adds a further method for linguistic reflexivity, namely the Reflexive Review. This method provides four steps that aim to add a linguistic and reflexive dimension to the practice of writing a literature review.