In
sociology
Sociology is the scientific study of human society that focuses on society, human social behavior, patterns of Interpersonal ties, social relationships, social interaction, and aspects of culture associated with everyday life. The term sociol ...
, the iron cage is a concept introduced by
Max Weber
Maximilian Carl Emil Weber (; ; 21 April 186414 June 1920) was a German Sociology, sociologist, historian, jurist, and political economy, political economist who was one of the central figures in the development of sociology and the social sc ...
to describe the increased
rationalization inherent in social life, particularly in Western
capitalist
Capitalism is an economic system based on the private ownership of the means of production and their use for the purpose of obtaining profit. This socioeconomic system has developed historically through several stages and is defined by ...
societies. The "iron cage" thus traps individuals in systems based purely on
teleological
Teleology (from , and )Partridge, Eric. 1977''Origins: A Short Etymological Dictionary of Modern English'' London: Routledge, p. 4187. or finalityDubray, Charles. 2020 912Teleology. In ''The Catholic Encyclopedia'' 14. New York: Robert Applet ...
efficiency, rational calculation and control. Weber also described the
bureaucratization of
social order
The term social order can be used in two senses: In the first sense, it refers to a particular system of social structures and institutions. Examples are the ancient, the feudal, and the capitalist social order. In the second sense, social orde ...
as "the polar night of icy darkness".
The original
German term is ''stahlhartes Gehäuse'' (steel-hard casing); this was translated into "iron cage", an expression made familiar to
English-speakers by
Talcott Parsons
Talcott Parsons (December 13, 1902 – May 8, 1979) was an American sociologist of the classical tradition, best known for his social action theory and structural functionalism. Parsons is considered one of the most influential figures in soci ...
in his 1930 translation of Weber's ''
The Protestant Ethic and the Spirit of Capitalism
''The Protestant Ethic and the Spirit of Capitalism'' () is a book written by Max Weber, a German sociologist, economist, and politician. First written as a series of essays, the original German text was composed in 1904 and 1905, and was trans ...
''.
This choice has been questioned recently by scholars who prefer the more direct translation: "shell as hard as steel".
[
Weber (in Parsons' translation) wrote:
]
Iron cage of capitalism
In his 1904 book ''The Protestant Ethic and the Spirit of Capitalism
''The Protestant Ethic and the Spirit of Capitalism'' () is a book written by Max Weber, a German sociologist, economist, and politician. First written as a series of essays, the original German text was composed in 1904 and 1905, and was trans ...
'', Weber introduces the metaphor of an "iron cage":
According to Weber, the market-dominated economic order was created by innovative, religiously motivated economic forces. But the individual today can no longer engage in such creative action. Instead, the worker must operate in a narrowly-defined specialization, and economic enterprises must continually strive to maximize profits and rationalize their production for the sake of efficiency. This is the present-day iron cage of institutionalized capitalism.
Weber presents his argument in an ironic form. Religion of a particular sort was necessary to revolutionize the economy and the world. A Protestant ethic drove the reorganization of traditional economic life to become a calculating efficient system. But now such religious views are no longer needed to sustain capitalism. Moreover, the systematic efficient calculations of capitalism help propel the secularization
In sociology, secularization () is a multilayered concept that generally denotes "a transition from a religious to a more worldly level." There are many types of secularization and most do not lead to atheism or irreligion, nor are they automatica ...
of the world and the decline in religious belief. "The course of development," Weber argues, "involves... the bringing in of calculation into the traditional brotherhood, displacing the old religious relationship."
Effects of bureaucracies
Positive contributions
Bureaucracies were distinct from the feudal system
Feudalism, also known as the feudal system, was a combination of legal, economic, military, cultural, and political customs that flourished in medieval Europe from the 9th to 15th centuries. Broadly defined, it was a way of structuring socie ...
and patrimonialism where people were promoted on the basis of personal relationships. In bureaucracies, there was a set of rules that are clearly defined and promotion through technical qualifications, seniority
Seniority is the state of being older or placed in a higher position of status relative to another individual, group, or organization. For example, one employee may be senior to another either by role or rank (such as a CEO vice a manager), or by ...
and disciplinary control. Weber believes that this influenced modern society and how we operate today, especially politically.
Bureaucratic formalism is often connected to Weber's metaphor of the iron cage because the bureaucracy is the greatest expression of rationality.
Weber wrote that bureaucracies are goal-oriented organizations that are based on rational principles that are used to efficiently reach their goals. However, Weber also recognizes that there are constraints within the "iron cage" of such a bureaucratic system.
Negative effects of bureaucracies
Bureaucracies concentrate large amounts of power in a small number of people and are generally unregulated. Weber believed that those who control these organizations control the quality of our lives as well. Bureaucracies tend to generate oligarchy
Oligarchy (; ) is a form of government in which power rests with a small number of people. Members of this group, called oligarchs, generally hold usually hard, but sometimes soft power through nobility, fame, wealth, or education; or t ...
; which is where a few officials are the political and economic power. According to Weber, because bureaucracy is a form of organization superior to all others, further bureaucratization and rationalization may be an ''inescapable fate''.
Iron cage of bureaucracy
Because of these aforementioned reasons, there will be an evolution of an iron cage, which will be a technically ordered, rigid, dehumanized society. The iron cage is the one set of rules and laws that we are all subjected and must adhere to. Bureaucracy puts us in an iron cage, which limits individual human freedom and potential instead of a "technological eutopia" that should set us free. It is the way of the institution, where we do not have a choice anymore. Once capitalism
Capitalism is an economic system based on the private ownership of the means of production and their use for the purpose of obtaining profit. This socioeconomic system has developed historically through several stages and is defined by ...
came about, it was like a machine that you were being pulled into without an alternative option.
Laws of bureaucracies include the following:
# The official is subject to authority only with respect to their official obligation
# Organized in a clearly defined hierarchy of offices
# Each office has a clearly defined sphere of competence
# The official has a free contractual relationship; free selection
# Officials are selected through technical qualification
# The official is paid by fixed salaries
# The office is the primary occupation of the official
# Promotion is based on an achievement which is granted by the judgment of superiors
# The official works entirely separated from ownership of the means of administration
# The official is subject to strict and systematic discipline within the office
Costs of bureaucracies
"Rational calculation ... reduces every worker to a cog in this bureaucratic
Bureaucracy ( ) is a system of organization where laws or regulatory authority are implemented by civil servants or non-elected officials (most of the time). Historically, a bureaucracy was a government administration managed by departments ...
machine and, seeing himself in this light, he will merely ask how to transform himself... to a bigger cog... The passion for bureaucratization at this meeting drives us to despair."
* Loss of individuality; labor is now being sold to someone who is in control, instead of individuals being artisans and craftsmen and benefiting from their own labor.
* Loss of autonomy
In developmental psychology and moral, political, and bioethical philosophy, autonomy is the capacity to make an informed, uncoerced decision. Autonomous organizations or institutions are independent or self-governing. Autonomy can also be ...
; others are dictating what an individual's services are worth.
* Individuals develop an obsession with moving on to bigger and better positions, but someone else will always be determining the value of their achievements.
* Lack of individual freedom; individuals can no longer engage in a society unless they belong to a large scale organization where they are given specific tasks in return for giving up their personal desires to conform to the bureaucracy's goals and are now following legal authority.
* Specialization; with specialization, society becomes more interdependent and has a less common purpose. There is a loss in the sense of community because the purpose of bureaucracies is to get the job done efficiently.
Bureaucratic hierarchies can control resources in pursuit of their own personal interests, which impacts society's lives greatly and society has no control over this. It also affects society's political order and governments because bureaucracies were built to regulate these organizations, but corruption
Corruption is a form of dishonesty or a criminal offense that is undertaken by a person or an organization that is entrusted in a position of authority to acquire illicit benefits or abuse power for one's gain. Corruption may involve activities ...
remains an issue. The goal of the bureaucracy has a single-minded pursuit that can ruin social order
The term social order can be used in two senses: In the first sense, it refers to a particular system of social structures and institutions. Examples are the ancient, the feudal, and the capitalist social order. In the second sense, social orde ...
; what might be good for the organization might not be good for the society
A society () is a group of individuals involved in persistent social interaction or a large social group sharing the same spatial or social territory, typically subject to the same political authority and dominant cultural expectations. ...
as a whole, which can later harm the bureaucracy's future.
Formal rationalization in bureaucracy has its problems as well. There are issues of control, depersonalization
Depersonalization is a dissociative phenomenon characterized by a subjective feeling of detachment from oneself, manifesting as a sense of disconnection from one's thoughts, emotions, sensations, or actions, and often accompanied by a feeling of ...
and increasing domination. Once the bureaucracy is created, the control is indestructible. There is only one set of rules and procedures, which reduces everyone to the same level. Depersonalization
Depersonalization is a dissociative phenomenon characterized by a subjective feeling of detachment from oneself, manifesting as a sense of disconnection from one's thoughts, emotions, sensations, or actions, and often accompanied by a feeling of ...
occurs because individual situations are not accounted for. Most importantly, the bureaucracies will become more dominating over time unless they are stopped. In an advanced industrial-bureaucratic society, everything becomes part of the expanding machine, even people.
While bureaucracies are supposed to be based on rationalization, they act in the exact opposite manner. Political bureaucracies are established so that they protect our civil liberties
Civil liberties are guarantees and freedoms that governments commit not to abridge, either by constitution, legislation, or judicial interpretation, without due process. Though the scope of the term differs between countries, civil liberties of ...
, but they violate them with their imposing rules. Development
Development or developing may refer to:
Arts
*Development (music), the process by which thematic material is reshaped
* Photographic development
*Filmmaking, development phase, including finance and budgeting
* Development hell, when a proje ...
and agricultural bureaucracies are set so that they help farmers, but put them out of business due to market competition
In economics, competition is a scenario where different Economic agent, economic firmsThis article follows the general economic convention of referring to all actors as firms; examples in include individuals and brands or divisions within the s ...
that the bureaucracies contribute to. Service bureaucracies like health care
Health care, or healthcare, is the improvement or maintenance of health via the preventive healthcare, prevention, diagnosis, therapy, treatment, wikt:amelioration, amelioration or cure of disease, illness, injury, and other disability, physic ...
are set to help the sick and elderly, but then they deny care based on specific criteria.
Debates regarding bureaucracies
Weber argues that bureaucracies have dominated modern society's social structure
In the social sciences, social structure is the aggregate of patterned social arrangements in society that are both emergent from and determinant of the actions of individuals. Likewise, society is believed to be grouped into structurally rel ...
; but we need these bureaucracies to help regulate our complex society
A complex society is characterized by the following modern features:
* Organizational society wherein its economy is structured according to specialization and a Division of labour, division of labor. These economic features spawn a bureaucratic c ...
. Bureaucracies may have desirable intentions to some, but they tend to undermine human freedom and democracy
Democracy (from , ''dēmos'' 'people' and ''kratos'' 'rule') is a form of government in which political power is vested in the people or the population of a state. Under a minimalist definition of democracy, rulers are elected through competitiv ...
in the long run.[Best, Steven, and Douglas Kellner. The Postmodern Turn. 1st ed. The Guilford P, 1997. 76.]
According to Weber, society
A society () is a group of individuals involved in persistent social interaction or a large social group sharing the same spatial or social territory, typically subject to the same political authority and dominant cultural expectations. ...
sets up these bureaucratic systems, and it is up to society to change them. Weber argues that it is very difficult to change or break these bureaucracies, but if they are indeed socially constructed, then society should be able to intervene and shift the system.
References
{{Max Weber
Sociological terminology
Max Weber