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World-Systems Analysis: An Introduction (A John Hope Franklin Center Bo) [Paperback]

Immanuel Wallerstein (Author)
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Book Description

0822334429 978-0822334422 August 6, 2004
In World-Systems Analysis, Immanuel Wallerstein provides a concise and accessible introduction to the comprehensive approach that he pioneered thirty years ago to understanding the history and development of the modern world. Since Wallerstein first developed world-systems analysis, it has become a widely utilized methodology within the historical social sciences and a common point of reference in discussions of globalization. Now, for the first time in one volume, Wallerstein offers a succinct summary of world-systems analysis and a clear outline of the modern world-system, describing the structures of knowledge upon which it is based, its mechanisms, and its future.

Wallerstein explains the defining characteristics of world-systems analysis: its emphasis on world-systems rather than nation-states, on the need to consider historical processes as they unfold over long periods of time, and on combining within a single analytical framework bodies of knowledge usually viewed as distinct from one another—such as history, political science, economics, and sociology. He describes the world-system as a social reality comprised of interconnected nations, firms, households, classes, and identity groups of all kinds. He identifies and highlights the significance of the key moments in the evolution of the modern world-system: the development of a capitalist world-economy in the sixteenth-century, the beginning of two centuries of liberal centrism in the French Revolution of 1789, and the undermining of that centrism in the global revolts of 1968. Intended for general readers, students, and experienced practitioners alike, this book presents a complete overview of world-systems analysis by its original architect.


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Editorial Reviews

Review

“At a time when globalization is at the center of international debate from Davos to Porto Alegre, an introduction to ‘world-systems analysis,’ an original approach to world development since the sixteenth century, is timely and relevant. This is a lucidly written and comprehensive treatment of its origins, controversies, and development by Immanuel Wallerstein, its undoubted pioneer and most eminent practitioner.”—Eric Hobsbawm, author of Interesting Times: A Twentieth-Century Life and The Age of Extremes: A History of the World, 1914–1991


“Immanuel Wallerstein’s mind can reach as far and encompass as much as anyone’s in our time. The world, to him, is a vast, integrated system, and he makes the case for that vision with an elegant and almost relentless logic. But he also knows that to see as he does requires looking through a very different epistemological lens than the one most of us are in the habit of using. So his gift to us is not just a new understanding of how the world works but a new way of apprehending it. A brilliant work on both scores.”—Kai Erikson, William R. Kenan Jr. Professor Emeritus of Sociology and American Studies, Yale University

About the Author

Immanuel Wallerstein is a Senior Research Scholar at Yale University and Director of the Fernand Braudel Center at Binghamton University. Among his many books are The Modern World-System (three volumes); The End of the World as We Know It: Social Science for the Twenty-first Century; Utopistics: Or, Historical Choices of the Twenty-first Century; and Unthinking Social Science: The Limits of Nineteenth-Century Paradigms. He is the recipient of the American Sociological Association’s Career of Distinguished Scholarship Award and is a former president of the International Sociological Association.


Product Details

  • Paperback: 128 pages
  • Publisher: Duke University Press Books (August 6, 2004)
  • Language: English
  • ISBN-10: 0822334429
  • ISBN-13: 978-0822334422
  • Product Dimensions: 9.2 x 5.8 x 0.5 inches
  • Shipping Weight: 4 ounces (View shipping rates and policies)
  • Average Customer Review: 4.0 out of 5 stars  See all reviews (10 customer reviews)
  • Amazon Best Sellers Rank: #14,746 in Books (See Top 100 in Books)

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20 of 21 people found the following review helpful:
4.0 out of 5 stars System Analysis Lives!, June 20, 2007
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This review is from: World-Systems Analysis: An Introduction (A John Hope Franklin Center Bo) (Paperback)
When Robert Strange McNamara became Secretary of Defense in 1961, one of the innovative ideas that he introduced was an analytic methodology called `Systems Analysis' which was then in vogue in private industry. The Pentagon then spent the next decade trying to figure out what Systems Analysis was and how it could apply to military issues. Systems Analysis in point of fact is a very useful analytic tool that recognizes that problems are best solved when viewed not in isolation, but as part of a larger integrated whole. While this is a perfectly valid analytic methodology, it fell out of favor as a management tool once it became apparent it was not a solution to bad management styles ( such as those of McNamara himself).

Yet while Systems Analysis was enjoying its moment in the Sun, academic scholars from every discipline tried to adapt Systems Analysis to their particular discipline. Which brings us to Immanuel Wallerstein and his book "World Systems Analysis." Wallerstein has postulated that a world wide system could be described as a "Capitalist World Economy" and that system could be analyzed in accordance with the principles of systems analysis. Several things need to be noted at this point. First, `Capitalist World Economy' is in itself not a pejorative term, but simply describes a very specific kind of economic system. Second this term which Wallerstein insists on using really is more widely known under the rubric of "Globalization" which indeed can be studied by means of systems analysis. To his great credit Wallerstein has spent the last thirty years studying and refining the application of systems analysis methodology to worldwide problems. While he is clearly influenced by the works of Karl Marx ( and probably George Hegel as well), this does not negate his basic premise that the world can be understood best in terms of world wide systems that can indeed be subjected rigorous analysis. A good and accessible book that provides an alternative way of looking at the phenomena associated with Globalization.
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10 of 10 people found the following review helpful:
4.0 out of 5 stars From [..], October 19, 2008
This review is from: World-Systems Analysis: An Introduction (A John Hope Franklin Center Bo) (Paperback)
This book, and the world-systems approach, is an antidote to learning about the world by following "current events" in "the news" - the kind of approach taken, for instance, by people who were surprised by the onset of the current financial crisis.

"Part of the problem is that we have studied these phenomena in separate boxes to which we have given special names - politics, economics, the social structure, culture - without seeing that these boxes are constructs more of our imagination than of reality. The phenomena dealt with in these separate boxes are so closely intermeshed that each presumes the other, each affects the other, each is incomprehensible without taking into account the other boxes.
...
World-systems analysis meant first of all the substitution of a unit of analysis called the 'world-system' for the standard unit of analysis, which was the national state. On the whole, historians had been analyzing national histories, economists national economies, political scientists national political structures, and sociologists national societies. World-systems analysts raised a skeptical eyebrow, questioning whether any of these objects of study really existed... they substituted 'historical systems' [for these objects].
...
[The] world-economy was said to be marked by an axial division of labor between core-like production processes and peripheral production processes, which resulted in an unequal exchange favoring those involved in core-like production processes. Since such processes tended to group together in particular countries, one could use a shorthand language by talking of core and peripheral zones" or of core, peripheral, and semiperipheral states depending on the types of production processes predominant in each particular state. Core processes are those which are relatively monopolized (oligopoly) and highly profitable (think aerospace and genetic engineering); peripheral processes are relatively free market and less profitable (think textile manufacturing). "When exchange occurs, competitive products are in a weak position and quasi-monopolized products are in a strong position. As a result, there is a constant flow of surplus-value from the producers of peripheral products to the producers of core-like products. This has been called unequal exchange.
...
The strong states, which contain a disproportionate share of core-like processes, tend to emphasize their role of protecting the quasi-monopolies of the core-like processes. The very weak states, which contain a disproportionate share of peripheral production processes, are usually unable to do very much to affect the axial division of labor, and in effect are largely forced to accept the lot that has been given them. [] The semiperipheral states which have a relatively even mix of production processes find themselves ... [u]nder pressure from core states and putting pressure on peripheral states. ... These semiperipheral states are the ones that put forward most aggressively and most publicly so-called protectionist policies. ... They are eager recipients of the relocation of erstwhile leading products, which they define these days as achieving 'economic development.'"

Core states would be the G8, and the OECD countries; semiperipheral states would be "emerging markets" like the BRIC (Brazil, Russia, India and China) countries, and peripheral states would be those also called underdeveloped or "least developed countries." This is a much clearer and more useful perspective than that of looking at the world solely as what this or that particular nation is up to.
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6 of 6 people found the following review helpful:
4.0 out of 5 stars Buy PAPERBACK Version--Rewarding but Disappointing, December 10, 2009
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Do NOT buy the hard-copy. Amazon obscures the fact that the paperback is available, this is a very thin book, buy the paperbackWorld-Systems Analysis: An Introduction (A John Hope Franklin Center Book). I would have been furious had I bought the hard copy at the grotesquely inflated price for 100 pages at 1.5 line spacing.

The big eye-opener for me was that "World Systems" is NOT the same as Whole Systems. World Systems is entirely anthropomorphic and addresses the inter-relationships among forms of human organization, with the state and the marketplace/capitalism being the primary focus.

This is a 2004 work in its 5th printing, the author is a giant in his field that I am surprised to learn of so late (I am 57 years old with multiple graduate degrees), and therefore this overview is a most welcome work in my reading. The World Systems work originated in the 1970's concurrently with the Whole Systems work of Buckminster Fuller, the Meadows, and Robert Ackoff.

The heart of the book is found on page 88 after a very fine lead-up that explains the three competing human ideologies of conservativism, liberalism, and radicalism (anti-system).

QUOTE: "The key element of the debate is the degree to which any social system, in this case the future one we are constructing, will lean in one direction or the other on two long-standing central issues of social organization--liberty and equality--issues that are more closely intertwined than social though in the modern world-system has been willing to assert."

My notes from this rewarding read:

+ Science and philosophy did not part until the mid-18th century, they have been two cultures in conflict since then. See Voltaire's Bastards: The Dictatorship of Reason in the West.

+ In the 19th century both split further (philosophy-humanities spinning off social sciences that remain moribund and unable to deal with a tough hybrid problem, "social reality"

+ The French Revolution spawned the social sciences in that it introduced the concept of public sovereignty, replacing "subjects" with "citizens," and creating a puzzle still not fully understood.

+ History has valued the scientific method, but tended to stay closer to the humanities. Who writes history matters--up to this point, history has generally been written within five Western nations, and tended to assume that indigenous tribes lack "history" which is erroneous.

+ Western approach to the non-western was to divide between "Orientalists" and anthropologists, the first studying China and "the East" while the second studied indigenous tribes in their CURRENT condition, assuming that nothing from their past was relevant. See 1491: New Revelations of the Americas Before Columbus for the more righteous understanding.

+ The tendency of all "scholars" has been to study differences (the 20%) rather than generic commonalities (the 80%).

+ 1945 and the Cold War led to the 3rd world being a battleground (the author does not venture into "High Cabal" arena or the military-industrial complex) and also led to an explosion in higher education (GI Bill) and consequently a massive fragmentation of knowledge as area studies proliferated to meet the PhD need for "originality."

+ 1945-1970 saw four "debates"

---Core-periphery and dependency, the first focusing on the unequal trade between the Western core and the periphery nations, the second focusing on corporate predation. See Global Reach: The Power of the Multinational Corporations from the 1970's and more recently Confessions of an Economic Hit Man.

---Marxist discussion of the Asiatic mode of production (neither communism nor capitalism)

---Transition from feudalism to capitalism (which is all consuming and NOT to be confused with a free and fair marketplace)

---"Total history," the Annales group in France, a holistic approach to anthropomorphism

INPORTANT: Structure of knowledge impacts on what you know, how you know

1968 was a revolution in human affairs, with student and labor and other protesters focused on university support of the status quo, the neglect of oppressed groups, and the need to break down barriers. See Weapons of Mass Instruction: A Schoolteacher's Journey through the Dark World of Compulsory Schooling.

The balance of the book is about world empires (state dominates) versus world economies (capitalism dominates), with three types of economics: reciprocal, redistributive (rich take from the poor and concentrate wealth), and market (theoretical)..

There is a good discussion of data and the need to FIND data, not just study the problems for which data is easily available.

QUOTE: "TimeSpaces are constantly constructed realities whose construction is part and parcel of the social reality we are analyzing."

Author defines capitalism as the system that gives priority to the ENDLESS ACCUMULATION of capital, and observes that the multiplicity of states and corporations is needed to give capitalists the wiggle room to secure advantage.

5 kinds of income: wage, subsistence, petty commodity, rent, transfer payments.

3 kinds of externalization of cost to society: toxicity, exhaustion of resources, transport cost (infrastructure funded by taxpayer but for the primary benefit of commerce)

Socializing instruments vital to the state: households, schools, and the armed forces

"Class struggle" is about the distribution of surplus value.

Politics of inclusion or exclusion has dominated for two centuries, driven by the conservative-liberal debate over whether people are inherently animal (bad) or human (good). While universal suffrage is the ideal, the use of race, sex, and ethnicity to exclude and subordinate is common.

INSIGHT: Use of military power is a sign of weakness that signifies the end of hegemony.

QUOTE: "Hegemony is crucial, repeated, and always relatively brief."

Geoculture is fought out across three fields: ideologies, radical anti-systemic movements (I would include gangs, terrorists, and drop-outs in this latter group), and the social sciences.

INSIGHT: Internal contradictions within hegemony, state, or corporation, will inevitably surface and cannot be denied. We must expect wild fluctuation in all things, for the internal contradictions of both state and corporations are just now beginning to bubble.

INSIGHT: The future of humanity will be fought on three battlefields, the intellectual, the moral, and the political. This is our challenge, we cannot opt out.

Among the many excellent works the author lists in his suggestions for further reading is The Human Web: A Bird's-Eye View of World History.

See also:
Critical Path
High Noon 20 Global Problems, 20 Years to Solve Them
Consilience: The Unity of Knowledge
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Inside This Book (learn more)
Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
syndical action, antisystemic movements, semiperipheral states, axial division, remuneration costs, endless accumulation, peripheral products, universalistic criteria
Key Phrases - Capitalized Phrases (CAPs): (learn more)
United States, French Revolution, Soviet Union, Latin American, Republic of China, Third World, Turkish Republic of Northern Cyprus
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