Social Categorization in Intergroup Contexts: Three Kinds of Self‐Categorization

In reviewing self‐categorization theory and the literature upon which it is based, we conclude that individuals' attempts to form social categories could lead to three kinds of self‐categorization. We label them intergroup categorization, ingroup categorization, and outgroup categorization. We review literature supporting these three types and argue that they can help to explain and organize the existing evidence. Moreover, we conclude that distinguishing these three kinds of self‐categorization lead to novel predictions regarding social identity, social cognition, and groups. We offer some of those predictions by discussing their potential causes (building from optimal distinctiveness and security seeking literatures) and implications (on topics including prototype complexity, self‐stereotyping, stereotype formation, intergroup behavior, dual identity, conformity, and the psychological implications of perceiving uncategorized collections of people). This paper offers a platform from which to build theoretical and empirical advances in social identity, social cognition, and intergroup relations.     

Profit maximization versus disadvantageous inequality: the impact of self‐categorization

Choice behavior researchers (e.g., Bazerman, Loewenstein, & White, 1992 ) have found that individuals tend to choose a more lucrative but disadvantageously unequal payoff (e.g., self—$600/other—$800) over a less profitable but equal one (e.g., self—$500/other—$500); greater profit trumps interpersonal social comparison concerns in the choice setting. We suggest, however, that self‐categorization (e.g., Hogg, 2000 ) can shift interpersonal social comparison concerns to the intergroup level and make trading disadvantageous inequality for greater profit more difficult. Studies 1–3 show that profit maximization diminishes when recipients belong to different social categories (e.g., genders, universities). Study 2 further implicates self‐categorization, as self‐categorized individuals tend to forgo profit whether making a choice for themselves or another ingroup member. Study 3, moreover, reveals that social categorization alone is not sufficient to diminish profit maximization; individuals must self‐categorize and identify with their categorization. Copyright © 2005 John Wiley & Sons, Ltd.     

Self‐evaluative consequences of social support receipt: The role of context self‐relevance

Past research suggests that receiving social support can increase distress if it threatens self‐esteem, self‐efficacy, or competence. These costs may be more apparent in self‐relevant contexts, as such concerns should be more salient in these situations. This research tests whether context self‐relevance moderates affective responses to support receipt and whether this pattern is mediated by self‐evaluation. We report support for these hypotheses in both a daily diary study (N = 304 couples) of real‐world stress and a laboratory experiment (N = 77 students) in which support receipt and task self‐relevance are manipulated. We discuss connections between this work and the broader literature on social support receipt, including how other social processes (e.g., social comparison) may contribute to the costs associated with support receipt.     

Self‐construal and social comparison effects

Background. Social comparison research usually demonstrates that students will have higher self‐evaluation in downward comparison but lower self‐evaluation in upward comparison. However, the existence of this contrast effect may depend on people's self‐construal. The contrast effect may exist only for people with independent self‐construal. For people with interdependent self‐construal, the contrast effect may be attenuated. Aim. The study investigated the role of self‐construal as a moderator of the social comparison effects in authentic classrooms. Sample. The participants were 96 Chinese seventh‐grade students (41 male, 51 female and 4 unreported) from a secondary school in Hong Kong. Method. The experiment employed a 2 × 2 between‐subjects design based on 2 levels of self‐construal (independent, interdependent) and 2 levels of comparison standard (upward comparison, downward comparison). The dependent variable was students' self‐evaluation. Results. A two‐way ANOVA indicated a significant interaction between self‐construal and comparison standard on self‐evaluation. When the students' independent self‐construal was activated, they reported higher self‐evaluation in downward comparison but lower self‐evaluation in upward comparison. However, such a contrast effect was attenuated when the students' interdependent self‐construal was activated. They reported high self‐evaluation in both upward and downward comparisons. Conclusions. The outcome of social comparison depends on whether independent or interdependent self‐construal is salient in the classroom.     

The ups and downs of thinking about a successful other: self‐construals and the consequences of social comparisons

We hypothesized that the consequences of upward social comparisons are mediated by independent versus interdependent content of self‐construals. Independent self‐construals emphasize personal uniqueness; thus comparison to an outstanding other should undermine one's sense of uniqueness and lower current self‐evaluations. Conversely, interdependent self‐construals focus on interpersonal connectedness. Hence, interdependent individuals should be able to bask in the reflected success of a personally relevant other in an upward comparison task, thus increasing self‐evaluations. In a study involving 66 US undergraduates the latter predictions were supported. The psychological dimension of interdependence predicted differential outcomes of upward social comparisons, but this was not the case for the dimension of independence. Also, differential consequences of social comparison were more pronounced for current self‐evaluations than for participants' possible selves. Copyright © 2001 John Wiley & Sons, Ltd.     

Relevance of social categories,depersonalization and group processes: two field tests of self‐categorization theory

Two field studies investigated whether, as predicted by self‐categorization theory (Turner, 1987 ), the relationship between comparative fit of an ingroup‐outgroup categorization and group phenomena is mediated by depersonalization of self‐perception, and moderated by category accessibility. In the first study participants were football fans, and in the second they were employees in an organization. In each study, two experimental conditions were created, whereby the accessibility and salience of the ingroup‐outgroup categorization were varied. New measures of comparative fit and depersonalization were developed, based on meta‐contrast ratios. Outcome variables were ingroup bias (Studies 1 and 2), ingroup entitativity, organizational citizenship behaviours, job satisfaction and turnover intentions (Study 2). Consistent with self‐categorization theory, results showed (a) that comparative fit determined ingroup bias and other criterion variables through the mediating process of depersonalization, and (b) that this process was active only when the category was highly accessible. The moderational role of accessibility concerned the relationship between depersonalization and outcome variables, not the link between fit and depersonalization. Copyright © 2006 John Wiley & Sons, Ltd.     

The effects of social context,source fairness,and perceived self‐source similarity on social influence: a self‐categorisation analysis

Based upon a self‐categorisation analysis of social influence (Turner, 1991), we predicted that individuals who self‐categorise with the source of a communication would align their own private attitudes more closely with the source when that source was distributively fair rather than unfair in an intragroup context. We expected this pattern to reverse in an intergroup context when the unfairness was ingroup favouring. These expectations were confirmed in a laboratory experiment (N=101). The data suggest that neither source similarity nor source fairness serve simply as persuasion cues to which individuals thoughtlessly conform. We argue, instead that, once self‐categorised, individuals: (1) actively attend to an ingroup member's behaviours and the context in which they occur, and (2) are influenced only by a source who provides some form of social identity enhancement, either by being fair in an intragroup context (Lind & Tyler, 1988) or ingroup favouring in an intergroup context (Tajfel & Turner, 1986). Copyright © 2000 John Wiley & Sons, Ltd.     

Uncovering the diverse cultural bases of social identity: Ingroup ties predict self‐stereotyping among individualists but not among collectivists

On what basis do people form their social identities? To investigate this issue, the present research investigates cross‐cultural differences in self‐stereotyping, a key outcome of social identification. In particular, the research tests the hypothesis that ingroup ties are a stronger predictor of self‐stereotyping among people from individualist cultures than among people from collectivist cultures. In Study 1, university students (N = 117) completed measures of ingroup ties and self‐stereotyping with respect to an intimacy group (family and friends). Consistent with predictions, ingroup ties significantly predicted self‐stereotyping among individualists but not among collectivists. Study 2 (N = 104) found a similar pattern of results among members of the global internet community who considered either an intimacy group (their friends), a task group (their work group) or a social category (their gender). These results indicate that people in individualist cultures are more likely than those in collectivist cultures to base their social identities on ingroup ties. The implications of these results are discussed in relation to self‐categorization theory's depersonalization account of social identification.     

Positive distinctiveness and social discrimination: An old couple living in divorce

The paper highlights the relation between positive distinctiveness and social discrimination as key concepts in Social Identity Theory. The often replicated finding of mere categorization leading to ingroup favouritism and outgroup discrimination plays a major role in supporting the view that discrimination is functional for a positive social identity. The paper confronts the mere categorization effect with recent findings which throw severe doubts on its robustness. Particularly the failure to extrapolate categorization effects to intergroup behaviour involving aversive stimuli (the positive–negative–asymmetry of social discrimination) lead to the plea for further specifications of SIT and its validity.     

A Self‐Categorization Explanation for Opinion Consensus Perceptions

The public expression of opinions (and related communicative activities) hinges upon the perception of opinion consensus. Current explanations for opinion consensus perceptions typically focus on egocentric and other biases, rather than functional cognitions. Using self‐categorization theory we showed that opinion consensus perceptions flow from cognitions regarding the fit between issues and group prototypes. Strong normative fit enhanced perceptions of ingroup opinion consensus (Experiments 1 and 2), and consensus perceptions varied as a function of comparison outgroups (Experiment 3), ingroup prototype salience (Experiment 4), and levels of identity threat (Experiment 5). Self‐categorization theory has the potential to integrate a variety of cognitive and motivational processes to provide a comprehensive explanation for opinion consensus perceptions.     

Attitude change in face‐to‐face and computer‐mediated communication: private self‐awareness as mediator and moderator

Two types of social influence can be distinguished: norm‐based influence occurs when social identity is salient and interpersonal influence occurs when personal identity is salient. In two experiments the impact of trait and state private self‐awareness on interpersonal influence during face‐to‐face and computer‐mediated communication (CMC) was investigated. It is argued that interpersonal influence resulting from face‐to‐face communication is stronger than interpersonal influence resulting from CMC because CMC heightens state private self‐awareness. As a result, it leads to a focus on personal perceptions and thoughts which in turn reduces attitude change. Experiment 1 suggests that communication media may influence attitude change via private self‐awareness. Experiment 2 showed that trait private self‐awareness moderates the effect of communication media on interpersonal influence. Interpersonal influence was stronger in face‐to‐face communication than in CMC only for individuals higher in private self‐awareness. This finding indicates that the impact of situational variations of a concept can be limited to individuals who have a more elevated sense of private self‐awareness. Copyright © 2005 John Wiley & Sons, Ltd.     

On the asymmetry in the cognitive construal of ingroup and outgroup: A model of egocentric social categorization

A model of egocentric social categorization (ESC-model) is presented. It predicts an asymmetry in the cognitive construal of ingroups and outgroups which is traced back to an egocentrism in the cognitive differentiation of the social world. The more specific assumptions are: (1) At the most basic level of cognitive differentiation, the perceiver distinguishes between the categories ME and NOT-ME. (2) This basic level categorization predicates an asymmetry in the cognitive construal of ingroup and out-group as social categories: The ingroup is construed as a heterogeneous aggregate of separate entities and the outgroup as a homogeneous social category. (3) Egocentric social categorization thus facilitates self-definition in terms of personal identity relative to self-definition in terms of social identity. The ESC-model is highly relevant to research on perceived ingroup and outgroup homogeneity. Moreover, it alerts researchers to the possibility of ‘quasi-intergroup’ situations in which the outgroup, but not the ingroup, is a salient entity. This article also discusses the relationship between the ESC-model and self-categorization theory and points out some prospects for future research.     

Social comparison and social identity: Some prospects for intergroup behaviour

Recent studies have reported that the variable of social categorization per se is sufficient for intergroup discrimination. This paper presents an explanation of these findings in terms of the operation of social comparison processes between groups based on the need for a positive ingroup identity. The relationship between perceived social identity and intergroup comparison is elaborated theoretically, and it is argued that social comparisons give rise to processes of mutual differentiation between groups which can be analyzed as a form of ‘social’ competition. Social competition is distinguished from realistic competition (conflict of group interests). New data is reported which strengthens this interpretation of the ‘minimal’ categorization studies. It is found that minimal intergroup discrimination takes place in the distribution of meaningless ‘points’ as well as monetary rewards and that social categorization per se does not lead to intergroup behaviour where the subjects can act directly in terms of ‘self’. Other studies on intergroup biases are reviewed to argue for the generality of social competition in intergroup situations.     

Come together: longitudinal comparisons of Pettigrew's reformulated intergroup contact model and the common ingroup identity model in Anglo‐French and Mexican‐American contexts

Both Anglo‐French and Mexican‐American relations are embedded in histories of conflict. Within these intergroup contexts, two longitudinal field studies of contact tested Pettigrew's ( 1998 ) reformulated model of the intergroup contact theory and Gaertner and Dovidio's (2000) Common Ingroup Identity Model (CIIM). In Pettigrew's model, intergroup friendship is accorded a special role and the contact‐bias relation is mediated by changing behaviour, ingroup reappraisal, generating affective ties, and learning about the outgroup. Pettigrew's integration of the three central models of contact generalization into a time‐sequence holds that contact first elicits decategorization, then salient categorization, and finally recategorization. In the CIIM, these three levels of categorization—plus a fourth, dual identity—are conceptualized to be mediators in the contact‐bias relation. Results point to the crucial importance of intergroup friendship and underline the mediating roles of learning about the outgroup, behaviour modification, and generating affective ties, but not ingroup reappraisal in Pettigrew's model. As for the CIIM, in Study 1 interpersonal and intergroup levels were most central, while in Study 2 the dual identity and superordinate group levels were most effective. The implications of the findings are discussed with reference to the likely stability of these effects in different intergroup contexts. Copyright © 2004 John Wiley & Sons, Ltd.     

Gender differences in implicit gender self‐categorization lead to stronger gender self‐stereotyping by women than by men

It was hypothesized that, in natural group contexts, low‐status in‐group membership would be highly accessible, whereas membership to high‐status groups would not. Therefore, gender group membership was predicted to be more accessible for women than for men. It was further hypothesized that the high accessibility of gender group membership would lead to stronger self‐stereotyping for women than for men. To measure the accessibility of gender group membership, participants performed a Gender Self‐Categorization Implicit Association Test (Studies 1 and 2), measuring the strength of automatic associations between the self and the gender in‐group. Participants also performed a Self‐Stereotyping Implicit Association Test (Study 2), assessing the strength of automatic associations between the self and the stereotypical traits of the in‐group. As expected, implicit gender self‐categorization and implicit gender self‐stereotyping were stronger for women than for men. Importantly, implicit gender self‐categorization mediated the relation between gender and self‐stereotyping. Therefore, implicit gender self‐categorization was the mechanism underlying stronger implicit self‐stereotyping by women. Copyright © 2012 John Wiley & Sons, Ltd.     

Ingroup bias in the minimal group paradigm shown by three‐person groups with high or low state self‐esteem

From social identity theory a negative relation between self‐esteem and ingroup bias can be deducted. Much research has been done to test this proposition and largely failed to confirm this relation. Unlike many existing studies, we conducted an experiment in which (a) self‐esteem is not conceived as a trait entity but much more situation‐specific, (b) the self‐esteem manipulation is not relative to the outgroup, and (c) the measure of intergroup differentiation is unrelated to the self‐esteem manipulation. We categorised our participants into two arbitrary minimal groups (Klee or Kandinsky fans) and afterwards formed homogeneous three‐person groups (all persons were either Klee or Kandinsky fans). We manipulated the state self‐esteem of these real groups by giving them positive or negative feedback concerning their performance in a problem‐solving task. Afterwards, all groups distributed money to ingroup and outgroup members via Tajfel distribution matrices. Low state self‐esteem groups were found to exhibit stronger ingroup bias than high state self‐esteem groups overall, although the variability of intergroup discrimination was larger in the low state self‐esteem groups, pointing to more heterogeneous reactions to low state self‐esteem. Copyright © 2002 John Wiley & Sons, Ltd.     

Conversation as a resource for influence: evidence for prototypical arguments and social identification processes

Members of eight single‐sex groups each consisting of three pro‐ and three anti‐capital punishment adherents discussed their views for 30 minutes, and afterwards individually rated ingroup and outgroup members on social influence ranking, prototypicality, and social attractiveness. From the intragroup hypothesis that speaking turns are a resource for influence (Ng & Bradac, 1993), we predicted and found that turns were correlated strongly with influence in the intergroup context. Further, using self‐categorization theory (SCT; Turner, 1985), we hypothesized that social identity processes would interact with turns, especially with turns obtained through interruptions. Interruptions encoded in prototypical utterances were more strongly correlated with social influence and prototypicality, but not social attraction, than interruptions encoded in non‐prototypical utterances. Further, interruption attempts enacted in prototypical utterances were found to be more likely to be successful than unsuccessful in obtaining turns, while those enacted in non‐prototypical utterances were more likely to be unsuccessful than successful. Additionally, interruption turns were longer when enacted in prototypical over non‐prototypical utterances. Overall, the findings suggest that the power/influence of language is interactively organized and constructed around salient self‐categorizations. Copyright © 2000 John Wiley & Sons, Ltd.     

Needs for cognitive economy and self‐enhancement as unique predictors of intergroup attitudes

This research tested the extent to which two motivations commonly assumed to predict prejudice—needs for cognitive economy and needs for self‐enhancement—were simultaneously able to predict two underlying components of prejudice—social categorization and ingroup favoritism. Across three studies, diverse measures of the two motivations showed them to be consistently differentiated. Furthermore, both motivations were found to be independently predictive of both ingroup favoritism and social categorization in each of the three studies. The research adds to existing knowledge about the personality correlates of prejudice by demonstrating the conceptual independence of these two underlying motivations as well as their relationships to components of intergroup attitudes. Copyright © 2002 John Wiley & Sons, Ltd.