Marx's theory of alienation
Encyclopedia
Marx's theory of alienation (Entfremdung in German
German language
German is a West Germanic language, related to and classified alongside English and Dutch. With an estimated 90 – 98 million native speakers, German is one of the world's major languages and is the most widely-spoken first language in the European Union....

, which literally means "estrangement"), as expressed in the writings of the young Karl Marx
Young Marx
Some theorists consider Karl Marx's thought to be divided into a "young" period and a "mature" one. There is disagreement to when Marx's thought began to mature, and the problem of the idea of a "Young Marx" is the problem of tracking the development of Marx's works and of its possible unity...

 (in particular the Manuscripts of 1844
Economic and Philosophical Manuscripts of 1844
Economic & Philosophical Manuscripts of 1844 are a series of notes written between April and August 1844 by Karl Marx. Not published by Marx during his lifetime, they were first released in 1927 by researchers in the Soviet Union.The notebooks are an early expression of Marx's analysis of...

), refers to the separation of things that naturally belong together, or to put antagonism between things that are properly in harmony. In the concept's most important use, it refers to the social alienation
Social alienation
The term social alienation has many discipline-specific uses; Roberts notes how even within the social sciences, it “is used to refer both to a personal psychological state and to a type of social relationship”...

 of people from aspects of their "human nature" (Gattungswesen, usually translated as 'species-essence' or 'species-being'). He believed that alienation is a systematic result of capitalism.

Marx's theory relies on Feuerbach's The Essence of Christianity
The Essence of Christianity
The Essence of Christianity is a book written by Ludwig Feuerbach and first published in 1841. It explains Feuerbach's philosophy and critique of religion. Feuerbach's theory of alienation would later be used by Karl Marx.- Influence :...

(1841), which argues that the idea of God has alienated the characteristics of the human being. Stirner
Max Stirner
Johann Kaspar Schmidt , better known as Max Stirner , was a German philosopher, who ranks as one of the literary fathers of nihilism, existentialism, post-modernism and anarchism, especially of individualist anarchism...

 would take the analysis further in The Ego and Its Own
The Ego and Its Own
The Ego and Its Own is a philosophical work by German philosopher Max Stirner . This work was first published in 1845, although with a stated publication date of "1844" to confuse the Prussian censors.-Content:...

(1844), declaring that even 'humanity' is an alienating ideal for the individual, to which Marx and Engels responded in The German Ideology
The German Ideology
The German Ideology is a book written by Karl Marx and Friedrich Engels around April or early May 1846. Marx and Engels did not find a publisher. However, the work was later retrieved and published for the first time in 1932 by David Riazanov through the Marx-Engels Institute in Moscow...

(1845).

In the labour process

According to Marx, alienation is a systemic result of capitalism. Marx's theory of alienation is founded upon his observation that, within the capitalist mode of production
Capitalist mode of production
In Marx's critique of political economy, the capitalist mode of production is the production system of capitalist societies, which began in Europe in the 16th century, grew rapidly in Western Europe from the end of the 18th century, and later extended to most of the world...

, workers invariably lose determination of their lives and destinies by being deprived of the right to conceive of themselves as the director of their actions, to determine the character of their actions, to define their relationship to other actors, and to use or own the value of what is produced by their actions. Workers become autonomous, self-realized human beings, but are directed and diverted into goals and activities dictated by the bourgeoisie
Bourgeoisie
In sociology and political science, bourgeoisie describes a range of groups across history. In the Western world, between the late 18th century and the present day, the bourgeoisie is a social class "characterized by their ownership of capital and their related culture." A member of the...

, who own the means of production
Means of production
Means of production refers to physical, non-human inputs used in production—the factories, machines, and tools used to produce wealth — along with both infrastructural capital and natural capital. This includes the classical factors of production minus financial capital and minus human capital...

 in order to extract from workers the maximal amount of surplus value
Surplus value
Surplus value is a concept used famously by Karl Marx in his critique of political economy. Although Marx did not himself invent the term, he developed the concept...

 possible within the current state of competition between industrialists. By working, each contributes to the common wealth. Alienation in capitalist societies occurs because the worker can only express this fundamentally social aspect of individuality through a production system that is not collectively, but privately owned; a privatized asset for which each individual functions not as a social being, but as an instrument:
In the Economic and Philosophical Manuscripts of 1844
Economic and Philosophical Manuscripts of 1844
Economic & Philosophical Manuscripts of 1844 are a series of notes written between April and August 1844 by Karl Marx. Not published by Marx during his lifetime, they were first released in 1927 by researchers in the Soviet Union.The notebooks are an early expression of Marx's analysis of...

Marx identifies four types of alienation in labor under capitalism. These include:
  • Alienation of the worker from the work he produces, from the product of his labor. The product's design and the manner in which it is produced are determined not by its actual producers, nor even by those who consume products, but rather by the Capitalist class, which appropriates labor - including that of designers and engineers - and seeks to shape consumers' taste in order to maximize profit. Aside from the lack of workers’ control over the design and production protocol, however, this form of alienation refers more broadly to the conversion of the activity of work, which is conducted to generate a use value
    Use value
    Use value or value in use is the utility of consuming a good; the want-satisfying power of a good or service in classical political economy. In Marx's critique of political economy, any labor-product has a value and a use-value, and if it is traded as a commodity in markets, it additionally has an...

     in the form of a product, into a commodity itself which - like products - can be assigned an exchange value
    Exchange value
    In political economy and especially Marxian economics, exchange value refers to one of four major attributes of a commodity, i.e., an item or service produced for, and sold on the market...

    . In other words, the Capitalist gains control of the worker - including intellectual and creative workers - and the beneficial effects of his work by setting up a system that converts the worker's efforts not only into a useful, concrete thing capable of benefiting consumers, but also into an illusory, reified
    Reification (Marxism)
    Reification or Versachlichung, literally "objectification" or regarding something as a separate business matter) is the consideration of an abstraction, relation or object as if they had human or living existence and abilities, when in reality they do not...

     concept—something called "work"—which is compensated in the form of wages at a rate as low as possible to maintain a maximum rate of return on the industrialist's investment capital (an aspect of exploitation
    Exploitation
    This article discusses the term exploitation in the meaning of using something in an unjust or cruel manner.- As unjust benefit :In political economy, economics, and sociology, exploitation involves a persistent social relationship in which certain persons are being mistreated or unfairly used for...

    ). Furthermore, within this illusory framework, the exchange value that could be generated by the sale of products and returned to workers in the form of profits is absconded with by the managerial and Capitalist classes.

  • Alienation of the worker from working, from the act of producing itself. This kind of alienation refers to the patterning of work in the Capitalist Mode of Production
    Capitalist mode of production
    In Marx's critique of political economy, the capitalist mode of production is the production system of capitalist societies, which began in Europe in the 16th century, grew rapidly in Western Europe from the end of the 18th century, and later extended to most of the world...

     into an endless sequence of discrete, repetitive, trivial, and meaningless motions, offering little, if any, intrinsic satisfaction. The worker's labor power
    Labor power
    Labour power is a crucial concept used by Karl Marx in his critique of capitalist political economy. He regarded labour power as the most important of the productive forces of human beings. Labour power can be simply defined as work-capacity, the ability to do work...

     is commodified
    Commodification
    Commodification is the transformation of goods, ideas, or other entities that may not normally be regarded as goods into a commodity....

     into exchange value itself in the form of wages. A worker is thus estranged from the unmediated relation to his activity via such wages. Aside from the limitation of the inherent plurality of one's species being
    Marx's theory of human nature
    Marx's theory of human nature occupies an important place in his critique of capitalism, his conception of communism, and his 'materialist conception of history'. Marx, however, does not refer to "human nature" as such, but to Gattungswesen, which is generally translated as 'species-being' or...

     that the Capitalist division of labor imposes upon workers, Marx was also identifying another feature of exploitation with this kind of alienation. According to Marx, one's species being is fulfilled when it maintains control over the subject of its labor
    Subject of labor
    Subject of labor is a concept in Marxist political economy that refers to "everything to which man's labor is directed." The subject of labor may be materials provided directly by nature like timber or coal, or materials that have been modified by labor...

     by the ability to determine how it shall be used directly or exchanged for something else. Capitalism removes the right of the worker to exercise control over the value or effects of his labor, robbing him of the ability to either consume the product he makes directly or receive the full value of the product when it is sold: this is the first alienation of worker from product. However, the first alienation contributes to the second alienation of worker from the very act of working, as it removes the worker's feeling of control over the use and exchange of his labor power. This loss of control disrupts the ability of the worker to specialize, focus, direct or apply the inherently plural potency of his species being, thus separating or alienating any activity that he does engage in from the intentional core of that being.

  • Alienation of the worker from himself as a producer, from his or her "species being" or "essence as a species". To Marx, this human essence was not separate from activity or work, nor static, but includes the innate potential to develop as a human organism. Species being is a concept that Marx deploys to refer to what he sees as the original or intrinsic essence of the species, which is characterized both by plurality and dynamism: all beings possess the tendency and desire to engage in multiple activities to promote their mutual survival, comfort and sense of inter-connection. A man's value consists in his ability to conceive of the ends of his action as purposeful ideas distinct from any given step of realizing them: man is able to objectify his intentional efforts in an idea of himself (the subject) and an idea of the thing which he produces (the object). Animals, according to Marx, do not objectify themselves or their products as ideas because they engage in self-sustaining actions directly, without sustained future projection or conscious intention. While human nature or essence does not exist apart from specific, historically conditioned activity, it becomes actualized as man's species being when man - within his historical circumstances - is free to subordinate his will to the demands imposed by his own imagination and not those mandated solely for the purpose of allowing others to do so.

Notwithstanding, the character of an individual's consciousness (his will and imagination) is conditioned by his relationship to that which facilitates survival; since any individual's survival and betterment is fundamentally dependent upon cooperation with others, a given person's personal consciousness is determined inter-subjectively or collectively rather than merely subjectively or individually. As far as has been heretofore observed, all societies have, according to Marx, organized groups with differing basic relationships to the means of material survival available to them—i.e. the means of production. One group has owned and controlled the means while another has operated them, the goal of the former being to benefit as much as possible through the latter's efforts. Every time there is a shift in the organization of the means of production—as with say, the displacement of agrarian feudalism and pre-industrial mercantilism with the technologies that gave rise to industrial capitalism—there is a rearrangement and rupture of the social class structure that relates to those means—a class structure Marx termed the relations of production. That is to say, a new class relationship emerges, subordinating one group and the species beings of its members to the activities and corresponding values that enable it to operate the means of production for the profit of the dominant group, whose consciousness and values are also conditioned to maintain this dominance.

While industrialization holds the promise of the masses' eventual liberation from an imagination conditioned chiefly by brute necessity, the division of labor within Industrial Capitalism blunts the worker's "species being" and renders him as a replaceable cog in an abstract machine instead of a human being capable of defining his own value through direct, purposeful activity (see Marx's theory of human nature
Marx's theory of human nature
Marx's theory of human nature occupies an important place in his critique of capitalism, his conception of communism, and his 'materialist conception of history'. Marx, however, does not refer to "human nature" as such, but to Gattungswesen, which is generally translated as 'species-being' or...

). And yet, industrialization, in Marx's view, would eventually progress to a state of near-total mechanization and automation of productive processes. During this progression, the newly dominant Bourgeoisie Capitalist class would exploit the Industrial working class or Proletariat to the degree that the value they excised from their labor would begin to infringe upon the ability of the Proletariat to materially survive. When this begins to occur, and when the productive forces are sufficiently developed, there will be a final revolution whose end result will be the reorientation of the relations of production
Relations of production
Relations of production is a concept frequently used by Karl Marx and Friedrich Engels in their theory of historical materialism, and in Das Kapital...

 to the means of production
Means of production
Means of production refers to physical, non-human inputs used in production—the factories, machines, and tools used to produce wealth — along with both infrastructural capital and natural capital. This includes the classical factors of production minus financial capital and minus human capital...

 in a Communist mode of production
Mode of production
In the writings of Karl Marx and the Marxist theory of historical materialism, a mode of production is a specific combination of:...

. In the Communist mode of production, because all members of the society will relate to the means of production on a fundamentally equal and non-conflictual manner, there will be no fundamental differentiation between groups or classes as previously, and the species being of every individual will assume a full actualization of its tendencies, as the application of his efforts will return to him in direct, unmediated proportion to what he is able to conceive. This is partly due to the fact that a Communist society would distribute the benefits and duties of production evenly, in accordance with the capacities its members, such that each member could direct his action more directly towards his interests and preferences rather than a narrowly designated function designed to generate maximal return of value to an owner.

In this classless, collectively managed society, the dialectical exchange of value between one worker's objectified labor power (via production) and another's benefit from that objectification (via consumption) will not be directed by the narrow interest of one group over the needs of another, and will thus directly enrich the consciousness and material state of all of producers and consumers to the maximal possible degree. Though production will still be differentiated to some degree, it will be directed by the collective demand and not the narrow demand of one class at the expense of those of another. Since ownership will be shared, the relation of individuals' consciousness to the mode of production will be identical, and will assume the character that corresponds, as in previous times, to the interest of its group: the universal, Communist class. The direct, un-siphoned return of the fruit of each worker's labor to that group's interest - and thus as directly as possible to his own interest, which assumes the character of his group's - will constitute an un-alienated state of labor, restoring the worker to the fullest exercise and determination of his species being as is possible at any given moment in the future development of Communist society.

  • Alienation of the worker from other workers or producers. Capitalism reduces labour to a commercial commodity to be traded on the market, rather than a social relationship between people involved in a common effort for survival or betterment. The competitive labour market is set up in Industrial Capitalist economies to extract as much value as possible in the form of capital from those who work to those who own enterprises and other assets that control the means of production
    Means of production
    Means of production refers to physical, non-human inputs used in production—the factories, machines, and tools used to produce wealth — along with both infrastructural capital and natural capital. This includes the classical factors of production minus financial capital and minus human capital...

    . This causes the relations of production
    Relations of production
    Relations of production is a concept frequently used by Karl Marx and Friedrich Engels in their theory of historical materialism, and in Das Kapital...

     to become conflictual; i.e. it pits worker against worker, alienating members of the same class from their mutual interest, an effect Marx called false consciousness.


Marx also placed emphasis on the role of religion
Religion
Religion is a collection of cultural systems, belief systems, and worldviews that establishes symbols that relate humanity to spirituality and, sometimes, to moral values. Many religions have narratives, symbols, traditions and sacred histories that are intended to give meaning to life or to...

 in the alienation process, independently from his famous quotation on the "opiate of the masses".

Significance in Marx's thought

Influence from Hegel and Feuerbach

Alienation is a foundational claim in Marxist theory. Hegel described a succession of historic stages in the human Geist
Geist
Geist is a German word. Depending on context it can be translated as the English words mind, spirit, or ghost, covering the semantic field of these three English nouns...

(Spirit), by which that Spirit progresses towards perfect self-understanding, and away from ignorance. In Marx's reaction to Hegel, these two, idealist poles are replaced with materialist categories: spiritual ignorance becomes alienation, and the transcendent
Transcendence (philosophy)
In philosophy, the adjective transcendental and the noun transcendence convey the basic ground concept from the word's literal meaning , of climbing or going beyond, albeit with varying connotations in its different historical and cultural stages...

 end of history
Philosophy of history
The term philosophy of history refers to the theoretical aspect of history, in two senses. It is customary to distinguish critical philosophy of history from speculative philosophy of history...

 becomes man's realisation of his species-being; triumph over alienation and establishment of an objectively better society.

This teleological
Teleology
A teleology is any philosophical account which holds that final causes exist in nature, meaning that design and purpose analogous to that found in human actions are inherent also in the rest of nature. The word comes from the Greek τέλος, telos; root: τελε-, "end, purpose...

 (goal-oriented) reading of Marx, particularly supported by Alexandre Kojève
Alexandre Kojève
Alexandre Kojève was a Russian-born French philosopher and statesman whose philosophical seminars had an immense influence on twentieth-century French philosophy, particularly via his integration of Hegelian concepts into continental philosophy...

 before World War II
World War II
World War II, or the Second World War , was a global conflict lasting from 1939 to 1945, involving most of the world's nations—including all of the great powers—eventually forming two opposing military alliances: the Allies and the Axis...

, is criticized by Louis Althusser
Louis Althusser
Louis Pierre Althusser was a French Marxist philosopher. He was born in Algeria and studied at the École Normale Supérieure in Paris, where he eventually became Professor of Philosophy....

 in his writings about "random materialism" (matérialisme aléatoire). Althusser claimed that said reading made the proletariat the subject
Subject (philosophy)
In philosophy, a subject is a being that has subjective experiences, subjective consciousness or a relationship with another entity . A subject is an observer and an object is a thing observed...

 of history (i.e. Georg Lukács
Georg Lukács
György Lukács was a Hungarian Marxist philosopher and literary critic. He is a founder of the tradition of Western Marxism. He contributed the concept of reification to Marxist philosophy and theory and expanded Karl Marx's theory of class consciousness. Lukács' was also an influential literary...

' History and Class Consciousness [1923] published at the Hungarian Soviet Republic
Hungarian Soviet Republic
The Hungarian Soviet Republic or Soviet Republic of Hungary was a short-lived Communist state established in Hungary in the aftermath of World War I....

's fall), was tainted with Hegelian idealism, the "philosophy of the subject" that had been in force for five centuries, which was criticized as the "bourgeois ideology of philosophy".

Relation to Marx's theory of history

In The German Ideology Marx writes that 'things have now come to such a pass that the individuals must appropriate the existing totality of productive forces, not only to achieve self-activity, but, also, merely to safeguard their very existence'. In other words, Marx seems to think that, while humans do have a need for self-activity (self-actualisation, the opposite of alienation), this will be of secondary historical relevance. This is because he thinks that capitalism will increase the economic impoverishment of the proletariat
Proletariat
The proletariat is a term used to identify a lower social class, usually the working class; a member of such a class is proletarian...

 so rapidly that they will be forced to make the social revolution
Social revolution
The term social revolution may have different connotations depending on the speaker.In the Trotskyist movement, the term "social revolution" refers to an upheaval in which existing property relations are smashed...

 just to stay alive - they probably wouldn't even get to the point of worrying that much about self-activity. This doesn't mean, though, that tendencies against alienation only manifest themselves once other needs are amply met, only that they are of reduced importance. The work of Raya Dunayevskaya
Raya Dunayevskaya
Raya Dunayevskaya was the founder of the philosophy of Marxist Humanism in the United States of America. At one time Leon Trotsky's secretary, she later split with him and ultimately founded the organization News and Letters Committees and was its leader until her death.-Biography:Of Jewish...

 and others in the tradition of Marxist humanism
Marxist humanism
Marxist humanism is a branch of Marxism that primarily focuses on Marx's earlier writings, especially the Economic and Philosophical Manuscripts of 1844 in which Marx espoused his theory of alienation, as opposed to his later works, which are considered to be concerned more with his structural...

 drew attention to manifestations of the desire for self-activity even among workers struggling for more basic goals.

Class

In this passage, from The Holy Family, Marx says that capitalists and proletarians are equally alienated, but experience their alienation in different ways:

The propertied class and the class of the proletariat present the same human self-estrangement. But the former class feels at ease and strengthened in this self-estrangement, it recognizes estrangement as its own power and has in it the semblance of a human existence. The class of the proletariat feels annihilated, this means that they cease to exist in estrangement; it sees in it its own powerlessness and the reality of an inhuman existence. It is, to use an expression of Hegel, in its abasement the indignation at that abasement, an indignation to which it is necessarily driven by the contradiction between its human nature and its condition of life, which is the outright, resolute and comprehensive negation of that nature. Within this antithesis the private property-owner is therefore the conservative side, the proletarian the destructive side. From the former arises the action of preserving the antithesis, from the latter the action of annihilating it.

Further reading

Secondary literature

Marx's work can sometimes be daunting - many people would recommend reading a short introduction (such as one of those indicated below) to the concept first:
  • Introductory article on alienation - from the Encyclopaedia of the Marxists Internet Archive.
  • Short article on alienation - drawing mainly on the earlier works (from Lewis A. Coser
    Lewis A. Coser
    Lewis Coser was an American sociologist. The 66th president of the American Sociological Association in 1975....

    , Masters of Sociological Thought: Ideas in Historical and Social Context, 2nd Ed., Fort Worth: Harcourt Brace Jovanovich, Inc., 1977: 50-53.)
  • Paul Blackledge (2008) Marxism and Ethics from International Socialism
    International Socialism (journal)
    International Socialism is a British-based quarterly magazine of socialist theory published by the Socialist Workers Party. It is currently edited by Alex Callinicos, who took over after the death of Chris Harman in November 2009....

  • G.A. Cohen (1977) discusses alienation and fetishism in Ch. V of Karl Marx's Theory of History: A Defence.
  • Althusser, For Marx, Verso
  • Marcuse, Herbert, Reason & Revolution, Beacon
  • Part I: Alienation of Karl Marx by Allen W. Wood in the Arguments of the Philosophers series provides a good introduction to this concept.
  • Why Read Marx Today? by Jonathan Wolff provides a simple introduction to the concept. It is especially clear differentiating the various types of alienation which Marx discusses.
  • Marx and human nature: refutation of a legend by Norman Geras, a brief book, contains much of relevance to alienation by studying the closely related concept of human nature.
  • Alienation: Marx's conception of man in capitalist society by Bertell Ollman. Selected chapters can be read online http://www.nyu.edu/projects/ollman/books/a.php.
  • Alienation and Techne in the Thought of Karl Marx, by Kostas Axelos
  • Shlomo Avineri
    Shlomo Avineri
    Shlomo Avineri is an Israeli political scientist. He is Professor of Political Science at the Hebrew University of Jerusalem....

    , Hegel's Philosophy of Right and Hegel's Theory of the Modern State
  • Lukács' The Young Hegel and Origins of the Concept of Alienation by István Mészáros
    István Mészáros
    István Mészáros is a Hungarian Marxist philosopher, and Professor Emeritus at the University of Sussex. He held the Chair of Philosophy at Sussex for fifteen years and was earlier Professor of Philosophy and Social Science for four years at York University.He can be linked to the so-called...

  • Marx's Theory of Alienation by István Mészáros
  • Ludwig Feuerbach at www.marxists.org
  • The Evolution of Alienation: Trauma, Promise, and the Millennium, edited by Lauren Langman and Devorah K. Fishman. Lanham, 2006.
  • "Does Alienation Have a Future? Recapturing the Core of Critical Theory," by Harry Dahms
    Harry Dahms
    Harry F. Dahms is an associate professor of sociology at the University of Tennessee since fall 2004, and Director of Graduate Studies and Associate Head in the Department of Sociology . His primary research and teaching areas are theory, economic sociology, globalization, social inequality, and...

     (in Langman and Fishman, The Evolution of Alienation, 2006).
  • Alienation in American Society by Fritz Pappenheim, Monthly Review Volume 52, Number 2
  • Karl Marx's Philosophy of Man (1975) by John Plamenatz
    John Plamenatz
    John Petrov Plamenatz was a Montenegrin political philosopher, who spent most of his academic life at the University of Oxford. He became a Fellow of All Souls College, and succeeded Isaiah Berlin as Chichele Professor of Social and Political Theory at Oxford...

  • Alienation (1970) by Richard Schacht
    Richard Schacht
    Richard Schacht is an American philosopher, currently professor emeritus at the University of Illinois, Urbana-Champaign. He is a renowned expert on the philosophy of Friedrich Nietzsche, is the editor of International Nietzsche Studies and is currently Executive Director of the North American...

  • Making Sense of Marx (1994) by Jon Elster
    Jon Elster
    Jon Elster is a Norwegian social and political theorist who has authored works in the philosophy of social science and rational choice theory...


See also

  • Commodity fetishism
    Commodity fetishism
    In Marx's critique of political economy, commodity fetishism denotes the mystification of human relations said to arise out of the growth of market trade, when social relationships between people are expressed as, mediated by and transformed into, objectified relationships between things .The...

  • Ludwig Feuerbach's The Essence of Christianity (1841)
  • Georg Lukács' theory of class consciousness
    Class consciousness
    Class consciousness is consciousness of one's social class or economic rank in society. From the perspective of Marxist theory, it refers to the self-awareness, or lack thereof, of a particular class; its capacity to act in its own rational interests; or its awareness of the historical tasks...

     and reification
    Reification (Marxism)
    Reification or Versachlichung, literally "objectification" or regarding something as a separate business matter) is the consideration of an abstraction, relation or object as if they had human or living existence and abilities, when in reality they do not...

  • Character mask
    Character mask
    A character mask in the Marxian sense is a character masked or disguised with a different character. The term was used by Karl Marx in various published writings from the 1840s to the 1860s, and also by Friedrich Engels...


External links

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