Ideology: The problem-child of political analysis
We are saddled with a difficult word, âideologyâ. Here is a term once designed to signify the study of ideas, even the science of ideas, yet it has come to denote one area of the domain it is supposed to study (the word âpoliticsâ has, at many UK departments of politics, curiously travelled in the opposite trajectory). Moreover, as a term invoking a subject matter, the word âideologyâ has proved to be very off-putting for the general publicâthe combination of ideas and âlogiesâ seems to indicate the kind of high abstraction that is remote from the experience and the language of regular people, even though it is the latter on which ideology studies have come to be chiefly focused. In the Anglo-American world, with its naĂŻve myths of political pragmatism, ideology is all too often an alien implant, something concocted by spinners of dreams, otherworldly intellectuals or machinators with totalitarian designs. In the European mainland, with its far greater familiarity with abstract theorizing, ideology is an obnoxious kind of grand theory attached particularly to its tempestuous early- and mid-20th century history in which fascists faced communists in a bid to dominate the world. Intellectually, the reception of ideology has been inspired by the theoreticians who, following Marx and Engels, became its sworn enemies.
Nevertheless, the term is very common, though not beloved, among scholars, writers and academics, and it has an illustrious pedigree, although regrettably also a notorious one. If, as Max Lerner stated, ideas are weapons,1 ideology (in the singular) is a loose cannon when used professionally. We find it in the âslash and destroyâ mode when used to rubbish another point of view. Daniel Bell referred to the âtrap of ideologyâ, to âapocalyptic fervourâ and âdreadful resultsâ and to ideologists as âterrible simplifiersâ.2 We encounter it as if behind a magic screen, whose removal suddenly enables the initially hidden and pernicious attributes of a doctrine, Weltanschauung, or set of social practices to become hideously exposed by the knowledgeable ideology-critic, much as the Emperor's new clothes dissolved through the eyes of a child. Marx and Engels wrote of ideology as an upside-down sublimation, a set of âreflexes and echoes of [the] life processâ, of âphantoms formed in the human brainâ detached from the world. Describing the ruling class as âconceptive ideologists, who make the perfecting of the illusion of the class about itself their chief source of livelihoodâ, they saw the demystification and consequent elimination of ideology as dependent not only on the actual ending of class rule, but on the intellectual process of âoutingâ ideology: âOne must separate the ideas of those ruling for empirical reasons, under empirical conditions and as empirical individuals, from these actual rulers, and thus recognize the rule of ideas or illusions in historyâ.3
We meet ideology as an instrument of âtotalitarian seductionâ, an all-encompassing system of ideas based on a âsingle truthâ and a drive for self-justification, primarily representative of the 20th century.4 We also come across it as a lazy synonym for any set of ideas (historians are occasionally guilty of that). We encounter it in endless textbooks as a simple descriptor for a discrete set of major political belief systems, invariably including liberalism, conservatism, socialism, fascism and the rest of the pack. And, of course, we discover it as a fundamental and variegated feature of social life, opened up to sophisticated scrutiny through increasingly refined tools of analysis that are employed by different disciplines to further their understanding of the areas they investigate.
Among political theorists, ideology is buffeted by the winds of academic fashion, reflecting not only substantive foci of interest but reigning methodologiesâindeed, almost a justification of the dominant ideology thesis itself, in the shape of âdominant methodologiesâ concealed from many of their users. At one point in time, we find it caught in the debate over whether the study of politics is a science or an art. At another, it appears against the backdrop of a liberalism fighting to retrieve ground against the twin onslaughts of communism and fascism. At a third point, it falls prey to the methodological individualism that has typified much Westernâand especially Americanâsocial science. At a fourth point, it is appropriated by a convergence of new developments in linguistics, philosophy and psychology to recover its Marxist critical edgeâcritical, however, in the sense that it is once again exposed as a dissimulative device. But those developments also encourage a critical stance in a non-Marxist sense, as a reflective exploration of the features of ideology. And at a fifth point, it is reconstructed as the most typical and accessible form of political thinking. In between it has been pronounced deadâtwice!âand resurrectedâtwice!âthus outclassing one central creed of a well-established religion, religion, of course, being a set of beliefs and practices with which ideology is sometimes thought to be in competition.
No wonder then that political theorists, chiefly political philosophers, are baffled. For political philosophers who have been trained to identify, explore and prescribe enduring truths, sustained by reason or by logic, such vacillation is difficult to tolerate. The fact of two-pronged changeâin the nature of the substantive content of ideologies and in the nature of the methodologies to which the term âideologyâ is harnessedâis unpalatable for universalizers and purveyors of eternal truths, but quite common among social scientists possessing an historical or comparative sense. For universalizers, change is either deviant or the teleological unfolding of an emerging constant. Moreover, the vital dual distinction between an ideology on one hand and its students on the other hand also explains another perennial confusion reigning among philosophical critics of ideology. They fail to distinguish between a condemnation of the ideas conveyed by ideologies (because, in the opinion of such critics, they are sloppy, simplistic, malign or emotional) and a disavowal of the scholarly practice of studying ideologies that runs something like this: âHow can serious scholars bother to investigate such inferior forms of thinking, let alone learn something from them? Surely the results of such research cannot rise above the paucity of the material!â. Analytical and ethical philosophers are not used to detaching themselves from the object of their study, having sought out a priori only its most superior instances with which they can in principle empathize, and believing to have included their own cogitations seamlessly within the compass of their subject matter.5 Within their discipline, the detachment that distinguishes between participants and observers, if present, is the province of historians of philosophy, a minority taste.
Nor can it be denied that the concept of ideology as the wielding of pernicious power still has a hold on political theorists. They require a term to express and denounce systemic abuse and obfuscation through the force of superimposed ideas, at some remove from what âactually isâ. For that reason, âideologyâ has served them well as a word, even though abuse and obfuscation are merely contingent features of power. However, while the substantive concreteness of ideology mutates and the quality of its products fluctuates, it isânotwithstanding the Marxists or the analytical and ethical philosophersâa universal phenomenon of immeasurable significance to the study of politics. That is an immense challenge to political theorists, among which students of ideology are to be counted as full and core members: to reclaim the high ground of first-rate analysis when it comes to ideology while insisting on its crucial centrality to understanding politics and thinking about politics, without being contaminated either by scholarly prejudices or by the rather slippery nature of the concept, and ephemerality of some of the phenomena, that ideology signifies.
Studying ideology: A scientific endeavour?
The above settings to ideology merit scrutiny in greater detail. If Destutt de Tracy aspired to create a science of ideology, of judging and reasoning, of knowing how our ideas were formulated and then directing them to produce happiness,6 more recent views have contrasted ideology with science or, more specifically, with the empiricism at the heart of science. When positioning ideology on an epistemological dimension, its antecedents reflect the 19th-century positivist legacy concerning the status of the social sciences that was still debated animatedly until the 1970s and the arrival of the so-called âlinguistic turnâ. A typical case in point is Giovanni Sartori, locating ideologyâas did Marx from a very different perspectiveâon a truth-error dichotomy, and contrasting it specifically with âscience and valid knowledgeâ, questioning its applicability to âthe real worldâ because it did not âfall under the jurisdiction of logic and verificationâ.7 That perspective related to predominant mid-century views about the closed totality of ideologyâdeductive, rationalistic and non-empirical, a state of âdogmatic impermeability both to evidence and to argumentâ.8 Recall also the approach of Karl Popper in The Open Society and its Enemies, for whom the scientific method and its objectivity, attained through public critique, testing and replicability, offered the only protection from Mannheimian âtotal ideologiesâ, under which Popper included âour own system of prejudicesâ and âideological folliesâ.9 Mere knowledge of our ideological biases, as exposed by Marx and Karl Mannheim, seemed to Popper to proffer no hope of getting rid of them. But getting rid of them was still the crux of the matter.
For political theorists following that route, ideology signalled dalliance with illiberal, unsubstantiated and flawed ways of thinking, and the clear message was yet again: âkeep away if you have any claims to scholarshipâ, now understood as the striving for empirically falsifiable knowledge rather than the philosophersâ insistence on the deductive nature of analysis. In the words of one such representative of the positivist approach, âWe sceptics, therefore, offer the world not an ideology but an anti-ideology. We really do believe in reason, to which the ideologists pay lip-service only; we believe, that is, in the reason that proves its worth in science; we believe in empirical reason, pragmatic reason ⊠In that specific sense, it sets men freeâ.10
On the other side of the debate was a growing tendency to accord ideology serious standing, but only through narrowing its domain to that of observable representations of social reality. Instead of shying away from a phenomenon pronounced too unscientific to matter, or too unpleasant to approach, many scholars now agreed that whatever its inchoate nature, and whatever the messages it conveyed, ideology could be studied scientifically or, rather, its external and visible symptoms could. In a little-known but remarkable trend report, accompanied by an extensive bibliography and published by Norman Birnbaum in 1960,11 a case was made for the sociological study of ideology, though it also referred more broadly to its psychological bases through Sigmund Freud and Erik Erikson. Noting the âevolution of ideology into scienceâ and the âbracketingâ of theoretical issues of ideology in the mid-20th century,12 Birnbaum emphasized the empirical and behaviourist facets of ideology: mass communications and mass society (David Riesman); anthropology, in particular myths, symbols and language (Claude LĂ©vi-Strauss); attitude studies and political behaviour surveys, employing aggregating and disaggregating quantitative findings (Robert E. Lane).
That kind of science was also outside the orbit of political theoryâat the time still largely focused on the historical study of individuals or on perennial and decontextualized conceptual and philosophical issuesâbecause it abandoned the grand theorizing to which political theorists had become habituated, and because much of it relied on the budding quantitative approaches developing in political science that were seen as increasingly impenetrable by, or irrelevant for, political theorists. The âempiricismâ of political theorists, for what it was worth, related rather to the study of past iconic individuals and their texts. Alternatively, empiricism was eschewed altogether in favour of theories of the good life and exercises in utopia. Political theorists knew that ideologies existed but could not find a way to incorporate them into their scholarshipâafter all, they were produced by ideologues, a perverted and mischievous form of intellectual lowlife. And they had nothing to say about ideology as a concept, because it appeared to fail both tests of normative significance and of academic relevance. The epistemology of political theory and its status were not an issue for most theorists; they were simply participating in a proud practice in which distinguished thinkers had engaged from the times of the ancient Greeks. Moreover, any recognition that ideologies were phenomena worthy of investigation by political theorists was partly blocked by the contentions of scholars inspired by the social criticism of the Frankfurt School. They displayed the misguided suspicion that to be interested in the here and now betrayed an innate conservatism. In Birnbaum's apt words, it was a âdisdain for that sort of sociological description which legitimates what it describes, by refusing to acknowledge that things could be otherwiseâ.13 Exploring the present does not, however, rule out exploring a different present at any future point and asking what has changed and why.