Beruflich Dokumente
Kultur Dokumente
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Wolfgang Bilsky
The universality of Schwartz and Bilsky's (1987) theory of the psychological content and structure
of human values was examined with data from Australia, Finland, Hong Kong, Spain, and the
United States. Smallest space analyses of the importance ratings that individuals assigned to values
revealed the same 7 distinct motivational types of values in each sample as had emerged earlier in
samples from Germany and Israel: achievement, enjoyment, maturity, prosocial, restrictive conformity, security, self-direction. Social power, studied only in Hong Kong, also emerged. The structural relations among the value types suggest that the motivational dynamics underlying people's
value priorities are similar across the societies studied, with an exception in Hong Kong. The
interests that values serve (individual vs. collective) and their goal type {instrumental vs. terminal)
also distinguish values in all samples.
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879
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882
Method
We compared the findings and drew conclusions from data for seven
countries, including the earlier German and Israeli samples. We therefore describe the methods used in the latter as well.
Samples
Germany. In 1984, 331 students from five colleges and teachers'
seminaries completed a German version of the survey in group sessions. Of these, 176 were students of administration, and 155 were
preparing to become teachers. The median age was 22, and 66% were
female.
Israel. In 1983-1984,455 6th- through 9th-grade teachers from 22
urban public schools completed a Hebrew version of the survey during
staff meetings. Of these, 276 completed the full 36-value survey, and
the remainder ranked only the 18 terminal values. Correlations are
based on all those who ranked a given pair of values. The median age
was 35, and 84% were female.
Australia. In 1969,479first-yearundergraduate students of diverse
majors at Flinders University completed the English version of the
survey in group sessions. We estimate the median age to be 19 and the
percentage of women to be 40. The data were gathered by Norman
Feather and described in Feather (1975) and in Feather and Peay
(1975).
United States. In 1968, a representative national sample of 1409
adults individually completed the English version of the survey. The
median age was 45, and 53% were female. The data were gathered by
the National Opinion Research Center (NORC) and published in Rokeach(1973).
Hong Kong. During 1983-1984,424 undergraduate students of diverse majors at the Chinese University of Hong Kong completed a
Chinese version of the survey in group sessions. The median age was
the early 20s, and about half were female. Michael Bond gathered and
provided the data.
Spain. During 1984-1985, 441 undergraduate students of diverse
majors at the University of Barcelona completed a Spanish version of
the survey in group sessions. The median age was the early 20s, and
about half were female. Frederico Javaloy gathered and provided the
data.
Finland. In 1982, a sample of 184 adult residents of a small coastal
village, with occupational and educational distributions representative of the country, individually completed a Finnish version of the
survey. The median age was 38, and about 46% were female. Klaus
Helkama and Antti Uutela gathered and provided the data.
Procedure
All of the survey forms were based on the original Rokeach (1973)
36-value English version. The values were presented in alphabetical
order. Translations were prepared locally. Aspects of the procedures
that varied across samples are relevant for assessing the robustness of
the theory; thus they are described in the next paragraphs.
Ranking versus rating. In the United States, Australia, Spain, and
Finland, respondents first ranked the 18 terminal values from most to
least important and then ranked the 18 instrumental values in the
same way. In Germany and Israel, after ranking the values in a list,
respondents compared each adjacent pair of values and indicated on a
7-point scale how much more important was each value than the value
883
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Analysis
In all samples but the Australian sample, the analyses were based on
an intercorrelation matrix of Pearson product-moment correlations
between the importance rankings or ratings of the values. In Australia,
Spearman rho correlations were used. The intercorrelation matrixes
were analyzed with the Guttman-Lingoes Smallest Space Analysis
(SSA; Guttman, 1968). This is one of a variety of nonmetric multidimensional scaling (MDS) techniques for structural analysis of similarity data (Davison, 1983; Guttman, 1968; see Canter, 1985, for an introduction to SSA and for applications). Three- and four-dimensional
solutions were specified in advance on theoretical grounds: The hypothesized terminal/instrumental distinction implies a projection on
two axes, and the hypothesized interests-served and motivational domains facets imply a second projection on other axes.
When more than two dimensions are specified, MDS programs generate a series of two-dimensional projections of the multidimensional
space. Our application of the SSA is what Davison (1983) called "configural verification." That is, our hypotheses specify the number of dimensions and the configuration that should be formed by the stimulus
points on the two-dimensional projections. The MDS axes are not
assumed to have substantive meaning because they are arbitrary.
Rather, we interpret the regions formed by groupings of substantively
related points and the ordering of these regions. The a priori, theoretical specification of the items expected to constitute the contents of
each region makes it possible to draw boundaries among the points
that fill the two-dimensional space.
Regions are generally not clusters discernible by empty space
around them. The content universe is conceived as a geometrical space
in which the specific values are but a sample of all conceivable values
comprising the total space with points everywhere. This means that
some values at the edge of one region may correlate less with other
values of the same region than they do with certain values on the edge
of neighboring regions. Partition lines may be straight or curved, as
long as they yield regions having continuous boundaries that do not
intersect with the boundaries of other regions (Lingoes, 1977,1981).
For discussions of the interpretation of SSA and comparisons of MDS
techniques with factor and cluster analysis, see Guttman (1977,1982),
Canter (1985), Davison (1983), and Shye (1985,1988).
Results
For testing the hypotheses, the four-dimensional solution of
the SSA proved adequate in all samples (excluding Australia)2
according to two criteria. First, the coefficient of alienation for
this solution indicated a reasonablefit{<. 13 infivesamples and
<.17 in Finland) that was little improved in a five-dimensional
solution. Second, visual inspection revealed that projections of
this solution were clearly interpretable using our substantive
theory. The slightly poorer fit in Finland is probably due to the
relatively small size and high no response rate (20% vs. the usual
1-3%) of that sample, which yielded less reliable correlations
and less valid measurement of values.
Goal Type
Maps of the projections relevant to the terminal/instrumental type of goal facet are presented in Figure 2. For
clarity of presentation, we outlined the regions occupied by
values classified a priori as terminal or instrumental, showing
specific locations only where terminal (T) or instrumental (I)
values were out of place. AHfivemaps can be partitioned into
nonoverlapping terminal and instrumental regions with at
most 4 errors out of 36.3
Interests Served
The distribution of values into regions representing the interests they serve corresponds to their distribution into motivational domains, as noted earlier. Figure 3 presents maps of the
value projections relevant to the interests served and motivational domain facets. These maps reflect the exact locations of
the 36 values on 1 two-dimensional projection of the value
space. Partition lines to delineate the motivational domains are
drawn according to the a priori assignment of specific values to
each motivational domain. For the moment, we focus on the
For the Australian sample, the analysis began with the published
loadings of the values onfivedimensions that were obtained in a varimax rotation of a nonmetric multidimensional scaling analysis (Torgerson TORSCA; Feather & Peay, 1975, p. 159). The TORSCA and the SSA
"yield spatial representations that are typically indistinguishable, for
practical purposes, when applied to the same matrix of data" (Shepard, 1972, p. 22). Thus, the Australian analysis parallels the others
except for the use of afive-dimensionalsolution. We constructed twodimensional projections of the value space by graphing the loadings of
the values on each pair of dimensions.
3
The errors of placement showed no apparent pattern. They were a
world of beauty, cheerful, and loving for Australia; inner harmony and
wisdom for the United States; self-respect for Hong Kong; loving,
broad minded, and cheerful for Spain; and wisdom, family security,
true friendship, and responsible for Finland. The distinct instrumental
and terminal regions had different shapes in different countries. We
have no clear interpretation for these differences.
884
TERMINAL
A U S T R A L I A : AXES 3 x 1
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TERMINAL
S P A I N : AXES 1 x 3
2 x 4
F I N L A N D : AXES
2 x 3
885
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values concerned with self-enhancement (achievement, enjoyment) are also adjacent. When the power domain is included in
the Hong Kong analysis, this third self-enhancing domain falls
between achievement and enjoyment, as predicted (not shown).
The following criteria were developed to evaluate the hypothesized conflicts between motivational domains. In a random
ordering of seven domains around a circle, the expected separation between any pair of domains is one other domain. Separation by two other domains in both directions around the circle
is the maximum separation possible. This, therefore, is our criterion for the existence of a conflict between two motivational
domains. There is no conflict between motivational domains if
they occupy adjacent regions. If they are separated by only one
886
Table 2
Structural Relations Among Motivational Domains of Values
Observed
Hypothesized
Finland Germany
Israel
Compatibilities
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Conflicts
Self-direction vs.
restrictive conformity
Prosocial vs.
achievement
Enjoyment vs.
prosocial
Achievement vs.
security
Restrictive conformity
vs. maturity
Y = confirmation: For compatibility, domains are adjacent; for conflict, domains are separated by two
other domains. ? = indeterminate: Domains are separated by one other domain. N = rejection: Domains
are adjacent.
Discussion
Goal Type
Distinct regions, occupied almost exclusively by terminal or
by instrumental values, emerged in all seven samples studied.
Do these results support the hypothesis that people universally
distinguish values according to the conceptual terminal/
instrumental classification? The results are compatible with
this hypothesis, but the fact that Finnish and Hong Kong data
also yielded distinct goal type regions supports an alternative
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887
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888
The samples varied in race, religion, nationality, age, socioeconomic level, educational level, and so forth. Of course, samples
from other societies (Communist, Islamic, less developed, etc.)
might yield different results.
An Alternative Explanation
We assume that the empirical mappings of relations among
values represent the conceptual structure of values as criteria of
importance that people use to evaluate and select behavior and
events. Alternatively, the maps might simply represent the semantic similarities and differences among value words. Recent
findings reinforce the two reasons, proposed and documented
in Schwartz and Bilsky (1987), for rejecting this alternative.
First, were we merely dealing with semantic similarities, we
would not expect that the importance people attribute to values
would predict their overt behavior. Adding to numerous past
studies, however, recent published and unpublished data from
the United States, Israel, and Finland show that shopping selections (Homer & Kahle, 1988), weight loss (Schwartz & InbarSaban, 1988), choice of college major and political party affiliation (Uutela, 1988), and religious involvement (Gumbo &
Schwartz, 1989) are predicted by the importance ratings of values. Future research must examine whether the relations of
values to behavior, attitudes, and social structure depend on
cultural context.
Second, in the data from each of thefivenew samples studied here, as in the earlier German and Israeli data, values located within the same motivational domain are frequently not
similar to each other in importance. For example, obedient is
usually rated low in importance, but self-controlled (also in the
restrictive conformity domain) is rated quite important; happiness is rated important, but pleasure (also in the enjoyment
domain) is rated unimportant.
Assessing the Facets of Values
Central to the theory tested here is the conceptual definition
of values as characterized by three facets of content: type of
goal, interest served, and motivational concern. The spatial representations of the associations among values in all seven samples could be partitioned into regions corresponding to the elements in these facets, that is, to the different types of goals,
interests, and motivational concerns specified in the theory. It
thus appears that members of very different groups are influenced by these three content distinctions in assigning importance to their values. Absent evidence to the contrary, these
three facets may be viewed as possible universals.
Additional conceptual facets may also characterize values
universally. For example, the importance people attribute to
values may depend on the extent to which the values serve other
values or on the extent to which they relate to past, present, or
future concerns. Theorizing about how such facets organize
relations among values could suggest testable regional hypotheses for future research.5
5
For example, the more values there are that serve a given value, the
more highly correlated with many other values that value should be.
Hence, the extent to which values are served by other values may have a
modulating function in the spatial projection: Values served by many
others would be more central in the space, and those served by few
others would be more peripheral.
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Each of the current facets requires further study. The goaltype facet emerges empirically in structural analyses, but this
may reflect noncontent features, notably, grammatical form or
location in the questionnaire. Evidence that values relate differently to external criteria, depending on whether they are terminal or instrumental, is crucial for establishing the significance
of this facet.
The interests-served facet subsumes the more detailed motivational domains facet. Any hypothesis involving interests
served is also a hypothesis about the set of motivational domains serving that same interest. Is there any advantage to working at the more detailed level? Research on individualism/
collectivism is at the general level. It has provided numerous
insights into cultural and individual differences related to social structure and individual behavior (e.g., Hofstede, 1980;
Leung, 1987; Triandis et al, 1988). Moreover, parsimony favors
using two interests rather than seven or more motivational domains.
The crucial question, however, is how much information is
lost by working only with the interests facet. Is giving priority to
one motivational domain that serves a particular interest associated with social or behavioral variables in the same way as
giving priority to the other motivational domains that serve the
same interest? Published data from studies using the 36 Rokeach values reveal that this is often not the case.6 Hence, although the less refined interests facet may suffice for some
hypotheses, differences at the level of motivational domains
should be examined as well.
The emergence of the seven motivational domains in all samples speaks strongly for our assumption that they derive from
universal human requirementsfrom needs of individuals as
biological organisms, requisites of coordinated social interaction, and survival and welfare needs of groups. Are other motivational domains also derivable from these universal sources?
In addition to power, we are investigating two other domains in
our current research: tradition and stimulation. The motivational goal of tradition is respect and commitment to the customs and ideas promulgated by one's cultural or religious
group. This domain derives from survival needs of groups
(Durkheim, 1912/1954; Parsons, 1957). It formed one pole of
the first bipolar factor in the Chinese Value Survey (Bond,
1988). The motivational goal of stimulation is excitement, novelty, and challenge. It derives from a presumed organismic need
for variety and stimulation in order to maintain an optimal
level of activation (Berlyne, 1960; Houston & Mednick, 1963;
Maddi,1961).
To investigate the expanded set of motivational domains and
to examine the earlier domains more adequately requires a survey instrument that systematically samples values matched to
the definitions of the domains. The instrument we are
currently refining asks respondents to rate, rather than to rank,
value importance. This modification allows respondents to express opposition to values. It also gives researchers the option of
adding to the survey values whose cultural uniqueness or whose
match with universal domains they wish to study. The addition
of such values by researchers with different perspectives increases the chances of discovering culture-specific or universal
domains we may have overlooked.
Past research on value priorities has focused on identifying
specific values that correlate with behavior or that discriminate
889
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890
Choice of Methods
The regional partitioning of the SSA yielded consistent and
readily interpretable findings across seven samples in this research. To compare the findings, we performed principalcomponents factor analyses with varimax rotation on the data
from five of these countries (Finland, Israel, Hong Kong, Germany, and the United States). In each sample, the factor analysis
yielded a few bipolar factors that were related to pairs of motivational domains. In a pancultural factor analysis of combined
data from student samples in nine countries, Bond (1988) also
found factors whose poles related to the motivational domains.
Overall, however, there was less consistency across samples in
the items that defined the factors than in the items that constituted the SSA regions. Lower stability of conceptual categories
in factor analysis is the usual outcome of comparisons (Shye,
1988).
In our experience, rotated factors typically represent the elements in only one major facet. This was the case here, too: The
factor analyses had no representations of the goal type and
interests facets. Furthermore, because the rotated factors were
orthogonal, the factor analyses were unsuited to test the hypothesized adjacencies. Finally, the factor analyses did not re-
veal oppositions between motivational concerns with the clarity and consistency found in the SSA configurations.
This is not the place to explain why MDS techniques like
SSA are more appropriate than factor analysis for testing our
configurational hypotheses (see Guttman, 1968, 1977, 1982;
Lingoes, 1977; Shye, 1988), but a few words to encourage use of
SSA may be in order. This method represents proximity data
(correlations, similarity matrixes) in multidimensional spatial
distance models. The difficult step is to interpret the twodimensional projections obtained, that is, to identify meaningful regions consisting of substantively related variables. An a
priori theory of the structure of the variables greatly facilitates
interpretation.
The theory presented herewhich specifies the facets defining values, the motivational domains, and the relations among
themis a general theory of value structure not limited to the
Rokeach lists of values. Rather, it can be used to classify value
items from any data-gathering approach into meaningful categories. Equipped with such an a priori classification, it is not
difficult to find regions in the two-dimensional projections
that correspond to these categories, if they are present. Unclassifiable values may suggest new categories within our facets, or
even new facets. Perhaps the example of the current research
will encourage others to learn this method of analysis and
thereby promote progress in values research.
References
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