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has drawn correct lessons from history—at least according to one influential school of economic history (North, 1981, 2005)? If one believes that ego resilience, intelligence, the capacity to delay gratification, and a strong work ethic are found more often among the economically successful, does that count as evidence that one has been gulled into accepting system-justifying Horatio Alger stories (cf. Wakslak, Jost, Tyler, & Chen, 2007), as evidence that one is in touch with sociological reality (as Herrnstein & Murray, 1994, suggest), or as evidence that one has embraced an adaptive illusion (Taylor & Brown, 1988)?

These questions are unanswerable in real-world debates because it is so easy for advocates—motivated reasoners that we all are to some degree (Kunda, 1999)—to invent facts and double standards that conceal potential trade-offs (an invention process that, if it is to serve its subterraneanmotivational function, should occur out of awareness and be invisible to others). But these questions become answerable in the hypothetical-society paradigm because it is so difficult for advocates to conceal the same trade-offs in a world in which all of the key factual parameters have been specified by experimental fiat. The hypothetical-society paradigm then becomes the platform for previously impossible conversations between theorists. For instance, even if we are right and if transparent-motivational theories can outmaneuver subterranean-motivational theories in carefully choreographed hypothetical societies that compel conscious acknowledgment of complex value trade-offs, subterranean-motivational theorists still have a number of reasonable counterarguments. They can posit that socially undesirable motivational forces only come into play when enough attributional ambiguity exists to permit rationalization covers—or that such motives only come into play in settings that better simulate real-world status relationships. We do not dismiss such arguments as patch-up operations of a degenerating research program. Such defenses may well be defensible, and the best way to tell is by gradually adding the requisite complexity and realism to hypothetical-society studies.

In brief, if we want to escape otherwise intractable disputes over political motive attribution, we need to explore human judgment in imaginary social worlds that we can experimentally manipulate in precisely targeted ways that reflect the key conceptual parameters of real-world political debates.

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C H A P T E R 7

A Contextual Analysis of the

System Justification Motive and

Its Societal Consequences

Aaron C. Kay and Mark P. Zanna

Abstract

In this chapter, we review recent theory and empirical evidence demonstrating the effects of the system justifi cation motive on consequential social and psychological phenomena, as well as the conditions under which these effects are likely to be most pronounced. First, we review theory and evidence demonstrating three conditions that increase the activation of the system justifi cation motive: system threat, perceived system inevitability, and perceptions of personal and system control. Second, we describe how, under these conditions, the system justifi cation motive manifests itself in processes of explicit system defense, interpersonal and intergroup perception, and resistance to social change. Throughout, we emphasize the contextual nature of these effects as well as their consequences for the maintenance of social inequality.

It goes without saying that people prefer to participate in social systems that mesh with their abstract ideals. When this does not occur, however, they show an impressive ability to adjust and move on. Indeed, the psychological literature is rife with examples of the human ability to adapt to and cope with the constraints of reality. Once a particular arrangement is firmly entrenched in society, even if originally undesirable, it often benefits from a slew of psychological biases (Kay, Jimenez, & Jost, 2002). Whether through the construction of beliefs and preferences that cast one’s social reality in a more positive light, or the reconstrual of social reality itself, people are excellent at, as the saying goes, “turning lemons into lemonade.”

SYSTEM JUSTIFICATION THEORY

System justification theory (SJT; Jost & Banaji, 1994) suggests that this tendency is equally applicable to the way in which people relate to the external systems with which they interact—that is, the overarching institutions, organizations, and social norms within which they live and the rules that they, to at least some extent, are required to abide. According to SJT, people are

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motivated to view these systems as just, legitimate, and desirable (see also Eidelman & Crandall, this volume). This is not to say that people will always feel entirely favorable toward the social systems within which they function, but that, all else being equal, they will view these systems more favorably than the objective data may warrant.

According to SJT, system justification tendencies are, in a sense, natural psychological responses instigated to reduce epistemic and existential sources of threat and anxiety—that is, an adaptive, evolved process of psychological coping. Acknowledging that one is forced to conform to the rules, norms, and conventions of a system that is illegitimate, unfair, and undesirable is likely to provoke considerable anxiety and threat (Kay et al., 2008a); it makes perfect sense, therefore, that when little can be done to change this reality (see Laurin & Kay, 2008), people would be highly motivated to view the system as less undesirable, unfair, and illegitimate—that is, to justify or rationalize it. Such a process of coping is akin to several others previously addressed in the social psychological literature, most notably, Festinger’s (1957) theory of cognitive dissonance and Lerner’s (1980) belief in a just world, both of which suggest that when reality does not necessarily fit with our preferred view of it, we can engage in a number of psychological strategies to correct the mismatch.

An important implication of this theoretical position is that societal systems of inequality are not justified solely as the result of the powerful desire to maintain their own position of relative privilege, or people, in general, preferring hierarchy (although it does not deny that these things may also occur). Rather, SJT focuses on the more basic epistemic and existential needs that lead people, regardless of group status, to be motivated to view their social systems (however these systems may be structured) as just, legitimate, and desirable (see Jost & Hunyady, 2002, 2005; Kay et al., 2008a). From this perspective, then, system justification phenomena are not solely the consequences of those in power attempting (consciously or otherwise) to encourage subordinate group members to accept and legitimize their place in the hierarchy (see Sidanius & Pratto, 1999), but also the result of a general motivation to defend and bolster those external systems within which they are forced to operate. Indeed, recent research under the umbrella of SJT has now demonstrated many different ways in which people engage in systemjustifying tendencies that are not easily explicable in terms of specific motivations for social dominance or preferences for hierarchy in general (e.g., Jost, Banaji, & Nosek, 2004; Kay, Jimenez, & Jost, 2002; Kay et al., 2008b; Laurin & Kay, 2008).

Last—and of special importance to the goals of the present chapter— much like other theories of motivated social cognition, SJT suggests that

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system-justifying tendencies are context dependent. Cognitive dissonance reduction, for example, becomes much more likely to occur as the perception of free choice on the part of actors increases (Holmes & Strickland, 1970); social identity effects are often highly dependent on contextual variables such as the legitimacy and permeability of group boundaries (for a review, see Brown, 2000); and motivated psychological processes aimed at preserving the belief in a just world, such as victim derogation, are most likely to surface when other options, such as actually helping the victim, are blocked (see Lerner & Miller, 1978). A key focus of this chapter is on demonstrating the similar contextual nature of the system justification motive. In the next section, we theoretically outline the contexts in which the system justification motive is most likely to be active. Afterward, we describe recent research demonstrating how, in these contexts, the system justification motive can lead to the maintenance and perpetuation of inequality, as well as a reduction in attempts at social redress.

THE CONTEXTUAL NATURE OF SYSTEM JUSTIFICATION: CIRCUMSTANCES THAT INCREASE SYSTEM JUSTIFICATION TENDENCIES

Given that the system justification motive is assumed to help people cope with the existential and epistemic threats of being more or less “forced” to operate within a system that one has little control over, it makes sense that certain conditions—in particular, those conditions most likely to exacerbate the potential threat—would be more likely than others to activate this motivation. In our research, we have focused on three facilitating conditions:

(a) perceptions of system threat, (b) perceptions of system inevitability, and

(c) perceptions of system dependence and/or control.

System Threat and Affirmation

Much as self-threat (affirmation) manipulations increase (decrease) the proclivity to engage in self-defensive processes (e.g., Fein & Spencer, 1997; Sherman & Cohen, 2002; Steele, 1988; Steele & Liu, 1983), threatening (affirming) the system justification motive should increase (decrease) the proclivity to engage in processes of system justification (see Hafer, 2000; Jost & Hunyady, 2002; Jost, Kivetz, Rubini, Guermandi, & Mosso, 2005; Kay, Jost, & Young, 2005). This prediction is consistent with recent research demonstrating the extent to which meeting a desired end-state greatly reduces those motivated processes generally used to achieve that end-state (e.g., Förster, Liberman, & Higgins, 2005), and research demonstrating the extent to which blocking pursuit of a particular goal results in increased efforts to reach it (Atkinson & Birch, 1970; Bargh, Gollwitzer, Lee-Chai, Barndollar, &

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Troetschel, 2001). Thus, to the extent that a given psychological phenomenon originates from the motive to defend a particular social system, a threat to the legitimacy of that system should increase the need to engage in this phenomenon, and an affirmation of the legitimacy of the system should decrease this need.

Such threats can occur in the real world in many forms, ranging from (the threat of) terrorist attacks to economic turmoil to public criticisms of the legitimacy of a particular system, and so forth (cf. Sales, 1972). In the laboratory, manipulations of system threat or system affirmation generally involve exposing participants to (fictitious) news articles describing someone’s opinion regarding the socio-political climate of a particular system (see Jost et al., 2005; Kay et al., 2005; Lau, Kay, & Spencer, 2008) but research has also, on occasion, involved other threats, such as reminders of terrorism (Ullrich & Cohrs, 2007). In the case of the former, care is generally taken to ensure the threats or affirmations are specific to the system, and do not threaten other related constructs such as selfor group-esteem (see Kay et al., 2005; Laurin & Kay, 2008).

System Inevitability

Motivated rationalizations can occur for many reasons and in many different forms. One factor common to all these, however, appears to be the inevitability of the outcome being rationalized. In studies on cognitive dissonance, people rationalize their past, not future, decisions—presumably because their future decisions are not yet inevitable (e.g., see Blanton, George, & Crocker, 2001). Kay, Jimenez, and Jost (2002) demonstrated that the more likely an outcome was—inevitability being the most extreme form of likelihood—the more likely it was to be justified. Finally, the wide array of effects noted by terror management researchers is presumably due to the overwhelming inevitability of the focus of the terror, namely, death (see Solomon, Greenberg, & Pyszczynski, 2004).

Social systems, once entrenched, are not easily changed. Although they may be less certain than death (and maybe taxes), leaving or changing a social system—whether it be one’s country, religion, family, university, or place of employment—is, in many circumstances, not considered to be a feasible option. Although it is not entirely inevitable, in most circumstances, people are unlikely to be exiting, switching, or changing their social systems any time soon. This is likely a key reason why such systems are so frequently justified and rationalized (Laurin & Kay, 2008). That is, given that people will be somewhat forced to abide by the rules and norms of their systems, and to acknowledge the extent to which their outcomes in life are dependent on these rules and norms, the psychological advantages of not constantly thinking ill of these systems are obvious.