Wodak+meyer (2009)
Wodak+meyer (2009)
CONTENTS
CDS – What is it all about? 2
A brief history of ‘the Group’ 4
The common ground: discourse, critique, power and ideology 5
The notion of discourse 5
The critical impetus 6
Ideology and power – a kaleidoscopic view 8
Research agenda and challenges 12
Methodological issues: theory, methods, analysis, interpretation 13
Theoretical grounding and objectives 16
Major approaches to CDS 17
Data collection 21
Summary 21
Keywords
ideology, power, discourse, critique, methodology, levels of theory, approaches
to critical discourse studies
The significant difference between discourse studies and critical discourse studies
lies in the constitutive problem-oriented, interdisciplinary approach of the latter, apart
from endorsing all of the above points. CDS is therefore not interested in investigat-
ing a linguistic unit per se but in analysing, understanding and explaining social
phenomena that are necessarily complex and thus require a multidisciplinary and
multi-methodical approach (Wodak 2012c; van Dijk 2013). The objects under
investigation do not have to be related to negative or exceptionally ‘serious’
In this volume, we take Van Dijk’s proposal very seriously: we would like to
emphasize that each of the approaches introduced in this book cannot be iso-
lated from specific complex social issues under investigation, from research
questions and research interests. Below, we elaborate what the concept of ‘critique’
implies for the social sciences, and thus also for critical discourse studies.
The notions of text and discourse have to be discussed thoroughly in this con-
text; they have been subject to a hugely proliferating number of usages in the
social sciences. Almost no paper or article is to be found that does not revisit these
notions, quoting Michel Foucault, Jürgen Habermas, Chantal Mouffe, Ernesto
Laclau, Niklas Luhmann, or many others. Thus, discourse means anything from a
historical monument, a lieu de mémoire, a policy, a political strategy, narratives in
a restricted or broad sense of the term, text, talk, a speech, topic-related conversa-
tions, to language per se. We find notions such as racist discourse, gendered
discourse, discourses on un/employment, media discourse, populist discourse,
discourses of the past, and many more – thus stretching the meaning of discourse
from a genre to a register or style, from a building to a political programme. This
causes and must cause confusion – which leads to much criticism and more mis-
understandings (see Flowerdew 2014; Hart and Cap 2014; Richardson et al. 2013;
Wodak 2012a). This is why the contributors to this volume were asked to define
their use of the term as integrated in their specific approach.
The start of the CDS network was marked by the launch of van Dijk’s journal
Discourse & Society (1990) as well as by several books that coincidentally or
because of a Zeitgeist were published simultaneously and were led by similar
research goals.1 The Amsterdam meeting determined an institutional start, an
attempt both to constitute an exchange programme (ERASMUS for three years)2
as well as joint projects and collaborations between scholars of different coun-
tries. A special issue of Discourse & Society (1993), which presented the above
mentioned approaches, was the first visible and material outcome. Since then
new journals have been launched, multiple overviews have been written, hand-
books and readers commissioned and nowadays critical discourse studies is an
established paradigm in linguistics; currently, we encounter Critical Discourse
Studies, The Journal of Language and Politics, Discourse & Communication, Discourse &
Society and Visual Communication, among many other journals; several e-journals
also publish critical research, such as CADAAD. Book series attract much criti-
cally oriented research (such as Discourse Approaches to Politics, Culture and
Society), regular CDS meetings and conferences take place and collaborative
interdisciplinary projects are under way. In sum, CDS has become an established
discipline, institutionalized across the globe in many departments and curricula.
CDS see discourse – language use in speech and writing – as a form of ‘social
practice’. Describing discourse as social practice implies a dialectical relation-
ship between a particular discursive event and the situation(s), institution(s)
and social structure(s), which frame it: The discursive event is shaped by them,
but it also shapes them. That is, discourse is socially constitutive as well as
socially conditioned – it constitutes situations, objects of knowledge, and the
social identities of and relationships between people and groups of people. It
is constitutive both in the sense that it helps to sustain and reproduce the
social status quo, and in the sense that it contributes to transforming it. Since
discourse is so socially consequential, it gives rise to important issues of power.
Discursive practices may have major ideological effects – that is, they can help
produce and reproduce unequal power relations between (for instance) social
classes, women and men, and ethnic/cultural majorities and minorities
through the ways in which they represent things and position people. (Fairclough
and Wodak 1997: 258)
Critique in this sense implies that social phenomena could be different – and
can be altered. Societies are changeable, human beings are meaning-makers,
and the critical subject is not a detached observer but s/he looks at society with
a fresh and sceptical eye. Thus the subject is not external to discourses on which
s/he reflects. From this viewpoint, reflexivity has received increased attention.
Nevertheless, many scholars have difficulties in taking an explicit critical
standpoint nowadays (Sayer 2009): it is not only worries about essentialism and
ethnocentrism, it goes much deeper to the fact–value, science–ethics, positive–
normative dualisms of modernist thought. ‘The crisis of critique stems from an
evasion of the issue of conceptions of the good, and ethics’ (2009: 783).
Although the core definition of ideology as a coherent and relatively stable set
of beliefs or values has remained the same in political science over time, the
connotations associated with this concept have undergone many transforma-
tions. During the era of fascism, communism and cold war, totalitarian
ideology was confronted with democracy, the evil with the good. If we speak
of the ‘ideology of the new capitalism’ (see Fairclough in this volume), ideol-
ogy once again has a ‘bad’ connotation. Clearly it is not easy to capture ideology
as a belief system and simultaneously to free the concept from negative
connotations (Knight 2006: 625).
It is, however, not that explicit type of ideology that interests CDS, it is rather
the more hidden and latent inherent in everyday-beliefs, which often appear
disguised as conceptual metaphors and analogies, thus attracting linguists’
attention: ‘life is a journey, social organizations are plants, love is war’ and so
on (Lakoff 1987; Lakoff and Johnson 1980, 1999). In everyday discussions,
certain ideas emerge more commonly than others. Frequently, people with
diverse backgrounds and interests may find themselves thinking alike in
As far as the results of power are concerned (which – according to Max Weber’s
view – are named domination), again three dimensions should be distinguished
(Lukes 1974, 2005):
10
11
Consequently it is not the individual resources and not the specifics of unique
interactions that are crucial for CDS analyses, but overall structural features in
social fields or in society. Power is central for understanding the dynamics and
specifics of control (of action) in modern societies, but power remains mostly
invisible. The linguistic manifestations, however, are analysed in CDS. The
interdependence between social power and language is a continual and persis-
tent topic not only in CDS (Fairclough 1991; Wodak 1989) but also in
sociology (Bourdieu 1991) and sociolinguistics (e.g. Talbot 2003; Young and
Fitzgerald 2006).
Discursive differences are negotiated in many texts. They are governed by
differences in power that is in part encoded in and determined by discourse and
by genre. Therefore texts are often sites of struggle in that they show traces of
differing discourses and ideologies contending and struggling for dominance.
In sum, defining features of CDS are its concern with power as a central con-
dition in social life, and its efforts to develop a theory of language that
incorporates this phenomenon as a major premise. Not only the notion of
struggles for power and control, but also the intertextuality and recontextualiza-
tion of competing discourses in various public spaces and genres are considered
important (Iedema 1997; Iedema and Wodak 1999; Muntigl et al. 2000; see
Fairclough, Reisigl and Wodak, and van Leeuwen in this volume). Power is
about relations of difference, and particularly about the effects of differences in
social structures. Language is entwined in social power in a number of ways:
12
13
various approaches to CDS are able to translate their theoretical claims into
instruments and methods of analysis. In particular, the emphasis is on the medi-
ation between Grand Theories as applied to society, and concrete instances of
social interaction that result in texts (to be analysed). With regard to methodol-
ogy, there are several perspectives within CDS: in addition to what can be
described primarily as variations from hermeneutics, we are confronted with
interpretative perspectives with differing emphases, among them even quantitative
procedures (see Mautner in this volume).
Particularly worthy of discussion is the way in which sampling is conducted
and justified in CDS. Most studies analyse ‘typical texts’. What is typical in
which social situation, and for which aspect of a social problem, frequently
remains vague. The possibilities and limitations in respect to the specific units
of analysis will be discussed within the context of theoretical sampling. Some
authors explicitly refer to the ethnographic tradition of field research (e.g.
Reisigl and Wodak in this volume).
The connection between theory and discourse in CDS can be described in
terms of the model for theoretical and methodological research procedures illus-
trated in Figure 1.1. Hereby theory is not only essential to formulate research
questions that guide the data selection, data collection, analysis of data and
interpretation. It should also be grounded in prior interpretations of empirical
analyses. Thus CDS imply a circular and recursive–abductive relationship
between theory and discourse.
Theory
Conceptualization: Selection
Examination of
of theoretical concepts and
assumptions
relations, assumptions
Interpretation Operationalization
Discourse/text
In CDS, as in all social research, theory, methods and analysis are closely
interrelated, and decisions about the one affect the others. Data, i.e. in the case
of CDS discourses and texts, are never theory-neutral. Which data are collected
and how they are interpreted depends on the theoretical perspective. Theories,
concepts and empirical indicators are systematically related: in theories, we link
concepts, e.g. by functional or casual relationships. To observe and operationalize
these concepts, we use empirical indicators (Gilbert 2008: 22).
14
conclusions, recommendations
variables
research units of units of
question analysis inquiry methods of
inquiry and data
gathering
operationalization
Explanation:
relationship
between units of
analysis analysis and
objectives theory interpretation
Figure 1.2 The research process (adapted from Titscher, Meyer and Mayrhofer
2008: 308)
Figure 1.2 illustrates the typical stages of the research process in empirical
social research. In the context of discovery, we decide about and select research
objectives. These may include the development of theoretical approaches, but
also empirical coverage and the potential application of results. Hereby, we also
decide whether findings and interpretations/explanations are valid only in
respect to the units of analysis or beyond (generalizability).
justifies and
modifies Epistemology KNOWLEDGE
evaluates
produces
justifies, guides
Method
and evaluates
Figure 1.3 The simple relationship between epistemology, methodology and method
(adapted from Carter and Little 2007: 1317)
15
16
guiding theoretical viewpoint that is used consistently within CDS, nor do the
CDS protagonists proceed consistently from the area of theory to the field of
discourse and back to theory (see Figure 1.3).
Within the CDS approaches presented here, various theoretical levels of
sociological and sociopsychological theory (the concept of different theoretical
levels draws on the tradition of Merton [1967: 39–72]) can be detected:
As all these theoretical levels can be found in CDS, it seems that the unifying
parameters of CDS are rather the specifics of research questions (critique) than the
theoretical positioning. In the following we present a short outline of the theo-
retical positions and methodological objectives of the CDS approaches presented
in the volume.
17
Discourse-Historical
Inductive, detailed
Martin Reisigl)
Critical
Social Actors Approach Theory
(Theo van Leeuwen)
Sociocognitive Approach
perspective
Figure 1.4 does not cover all the approaches presented in this volume, as the
chapters presented by Mautner on corpus linguistics, KhosraviNik and Unger on
social media and by Jancsary, Höllerer and Meyer on multimodal texts offer
methodologies and methods for analysing specific data sets without relying
strongly on specific theoretical attractors.
18
It has been criticized with good reason that each systematization of differ-
ent approaches necessarily neglects the interconnectedness of particular
approaches (Hart and Cap 2014, in their introduction). CDS emerged as a
mixture of social and linguistic theories, and Halliday’s systemic functional
grammar was very influential. Hart and Cap (2014) further rightly state that
different approaches to CDS rely on various linguistic theories: Halliday’s sys-
temic functional grammar (Halliday 1985), pragmatics, cognitive linguistics,
corpus linguistics – and also rather generic theories such as post-structuralism
and cognitive psychology. To cut a long story short: mapping different
approaches to CDS has become more complex, as different authors use theo-
retical entry-points in a rather eclectic way depending on their specific
interests and research questions.
Related to the choice of more ‘macro-’or ‘meso-topics’ (such as ‘globalization’
or ‘knowledge’ versus ‘un/employment’ or ‘right-wing populism’), we encoun-
ter differences in the evaluation of the chosen topics and objects under
investigation. Macro-topics are relatively uncontroversial in the respective
national or international academic contexts; some meso-topics, however, touch
the core of the respective national community to which the researcher belongs.
For example, research on concrete antisemitic, xenophobic and racist occur-
rences is much more controversial in certain academic and national contexts
and is sometimes regarded as ‘unpatriotic’, or hostile. This explains the serious
problems which some critical scholars have encountered when venturing into
such sensitive fields (Heer et al. 2008).
In any case, it remains a fact that critical discourse studies follow a different
and critical approach to problems, since CDS endeavours to make power rela-
tions explicit that are frequently obfuscated and hidden, and to derive results
which are also of practical relevance.
Furthermore, one important assumption characterizes some CDS approaches
that all discourses are historical and can therefore only be understood with refer-
ence to their context. Hence, the notion of context is crucial for CDS, since this
explicitly includes sociopsychological, political, historical and ideological factors
and thereby postulates an interdisciplinary procedure.
Interdisciplinarity is implemented in many different ways in the CDS
approaches in this volume: in some cases, interdisciplinarity is characteristic of
the theoretical framework (dispositive approach, dialectical-relational approach,
sociocognitive approach); in other cases, interdisciplinarity also applies to
team research and to the collection and analysis of data (social actors approach,
discourse-historical approach). Moreover, CDS approaches use the concepts of
intertextuality and interdiscursivity and analyse the intricate and complex
relationships with other texts; in sum, it may be concluded that critical dis-
course studies are open to a broad range of factors exerting an influence on
meaning-making.
CDS and other DA approaches also differ in respect to constitutive
assumptions about the relationship between language and society. CDS do not
believe this relationship to be simply deterministic but invoke the concept
of mediation. The dialectical-relational approach draws on Halliday’s multi-
functional linguistic theory (Halliday 1985) and the concept of orders of discourse
according to Foucault, while the discourse-historical approach and the
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agency
Social Actors
Approach (Theo
van Leeuwen)
Sociocognitive
Approach
(Teun van Dijk)
operationalization
operationalization
detailed linguistic
broad linguistic
Dispositive Analysis
(Siegfried Jäger and
Florentine Maier)
Discourse-Historical
Approach (Ruth Wodak
and Martin Reisigl)
Dialectical Relational
Approach
(Norman Fairclough)
structure
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Data collection
We concluded above that CDS does not constitute a well-defined empirical
method but rather a bulk of approaches with theoretical similarities and
research questions of a specific kind. But there is no CDS-way of collecting data,
either. Some authors do not even mention data sampling methods, other schol-
ars strongly rely on traditions based outside the sociolinguistic field.4 In any
case, similar to Grounded Theory (Glaser and Strauss 1967), data collection is
not considered to be a specific phase that must be completed before the analysis
can be conducted: after the first data collection one should perform first pilot
analyses, find indicators for particular concepts, expand concepts into catego-
ries and, on the basis of these first results, collect further data (theoretical
sampling). In this procedure, data collection is never completely concluded nor
excluded, and new questions may always arise that require new data or re-
examination of earlier data (Strauss 1987; Strauss and Corbin 1990).
Most CDS approaches do not explicitly explain or recommend data sampling
procedures. Obviously corpus linguistics specifically refers to large corpora of
texts. Other approaches introduced in this volume rely on existing texts, such
as mass media communication or organizational documents. Beyond this, some
of them – especially the DHA – additionally propose incorporating fieldwork
and ethnography, if possible, in order to explore the object under investigation
as a precondition for any further analysis and theorizing. Focusing on existing
texts, however, does imply specific strengths (e.g. providing non-reactive data,
see Webb et al. 1966) but also limitations in respect to necessary context knowl-
edge and information about conditions of text production and reception.
Summary
The aims of this chapter were to provide a summary of CDS approaches and
to discuss their similarities and differences. CDS are characterized by their
21
Notes
1 See Fairclough 1991; van Dijk 1984; Wodak 1989.
2 The Erasmus network consisted of cooperation between Siegfried Jäger, Duisburg; Per
Linell, Linkoeping; Norman Fairclough, Lancaster; Teun van Dijk, Amsterdam;
Gunther Kress, London; Theo van Leeuwen, London; Ruth Wodak, Vienna.
3 The question whether it is possible to make hermeneutic processes transparent and
intelligible at all remains undecided, although some authors (Oevermann et al. 1979)
developed a hermeneutically oriented method with well-defined procedures and rules.
4 A general overview on sampling and the problem of text selection is provided by
Titscher et al. (2000).
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