Running head: THEORY OF INTERSECTIONALITY Theory of Intersectionality Scientific Underpinnings of Nursing Science I: Dr. Lenz Samantha J. Boch, Ph.D. Student The Ohio State University 1 THEORY OF INTERSECTIONALITY 2 Theory of Intersectionality I. Introduction Feminist activist, Florynce Kennedy, once stated, “General societal health is ever contingent on its least significant member” (Guy-Sheftall, 1995). In the United States (U.S.), a disproportionate number of certain types of people are affected by adverse health outcomes. For example, the following has been reported within the U.S.: lower income residents are more likely to smoke, have fewer average health days, and experience higher air-pollution disparities; American Indians are twice as likely to commit suicide than other races, non-white people are more likely to have higher rates of the human immunodeficiency virus, non-heterosexual peoples are more likely to face discrimination while accessing healthcare, and infants born to black women are 1.5 to 3 times as more likely to die than those infants born to other races (CDC, 2011). According to the Center for Disease Control’s Health Disparities and Inequalities report in 2011, “differences in health based on race, ethnicity, or economics can be reduced, but will require public awareness and understanding of which groups are most vulnerable, which disparities are most correctable through available interventions, and whether disparities are being resolved over time.” The paper will address how we, as nurses, can adopt an intersectional application to gain a new understanding and awareness of disadvantaged populations. Since nurses have incredible opportunities to interact with the most underserved populations, this approach can guide nursing practice and research. This paper will thoroughly assess and describe the theory of intersectionality as a middle-range theory. In addition, the underpinnings, historical development, adequacy, utility, and evidence that pertain to the theory of intersectionality will be explored. II. Definition of Theory THEORY OF INTERSECTIONALITY 3 While scholarship incorporating the framework of intersectionality can be traced back to 1851 with Sojourner Truth’s “Ain’t I A Woman,” it was not coined as a theory until 1989. Kimberle Crenshaw, a black, feminist law scholar created the theory of intersectionality (1989). The theory of intersectionality suggests that an individual is comprised of multiple identities that interact on simultaneous levels that contribute to systemic oppression or social inequality (Knudsen, 2007). In addition, all social and cultural identities of an individual such as gender, race, class, ability, sexual orientation, and religion are interlocking mechanisms rather than additive categories (Knudsen, 2007). See Figure 1. While sociologists might consider role theory as an influence on this theory, it is not considered as such. Role theory does not clearly nor explicitly address the systemic oppressive effects that come from the multiplicity of those roles. In addition, intersectionality does not cover the breadth as role theory. Intersectionality is more specific and thus, classified as a middle-range theory. Figure 1. Modified intersectionality pictorial THEORY OF INTERSECTIONALITY III. 4 Theorist Background and Historical Development Kimberle Crenshaw was born in Canton, Ohio in 1959. She received her Bachelor of Arts at Cornell, her Juris Doctorate from Harvard and her Master of Laws degree from the University of Wisconsin (UCLA, 2012). She was a major contributor of Critical Race Theory (CRT) and holds a split appointment at the University of California, Los Angeles and Columbia University, New York (UCLA, 2012). CRT stems out of critical legal studies and is concerned with racial subordination, prejudice, and inequity and offers a mean by which to identify the functions of racism in an institution or system (Stovall, 2005; Graham et. al, 2011). While CRT focuses on a singular aspect of one’s identity, intersectionality covers the multiplicity of identities existing in one individual. Crenshaw’s work on the theory of intersectionality came post second-wave feminism of the 1960s. The second wave of feminism advocated for the rights of the [white] female in the workforce. Betty Friedan was heralded as the lead figure, and the Feminine Mystique was the highlighted book of the era. Friedan emphasized a notion of unhappiness among all selfidentified females. Like much of the second wave itself, it sprang from single identity politics: the plight of the college-educated, white housewives without satisfying careers (hooks, 1984). Intersectionality incorporates those who have been marginalized due to multiple burdens resulting from discrete sources of discrimination (Crenshaw, 1989). Crenshaw would argue that women of color have been working outside of the home hundreds of years before white women decided that they were unsatisfied with their unfulfilling role as a mother. IV. Origination of Theory THEORY OF INTERSECTIONALITY 5 Crenshaw first applied the theory of intersectionality including both race and sex to two court cases centered on black women: DeGraffenreid v. General Motor (GM) and Moore v Hughes Helicopters, Inc. In DeGraffenreid, “five black women brought suit against GM alleging that the employer perpetuated the effects of past discrimination against black women.” Although GM did not hire black women before 1964, the court decided that GM had hired [white] female employees, and dismissed the race claim due to judicial economy (Crenshaw, 1989). In Moore, the black female plaintiff also alleged that the employer practiced race and sex discrimination in promotions to upper-level craft positions and to supervisory jobs (Crenshaw, 1989). However, the court refused to certify Moore as a representative in the sex discrimination case, and due to judicial economy dismissed part of her case. In both cases, only certain parts of the black female identity were addressed rather than the multiplicity of their subjectivity. The courts dismissed the cases because the antidiscrimination laws did not recognize black females as their own subject. Using the theory of intersectionality, Crenshaw addresses the experiences and struggles of women of color who have fallen between the cracks of anti-racist discourse or anti-discrimination law. I would argue that the experiences and struggles of many multiple-identified, marginalized groups fall between the cracks of healthcare discourse, in both research and practice. All in all, due to the previous historical feminist writings, post second-wave feminist origins, and the two court cases it could be argued that this theory was inductively created rather than deduced. V. Structural Elements, Assumptions, and Concepts Structural elements and assumptions of this theory are not explicitly identified. However, it can be inferred that the theory of intersectionality is structured as a framework to develop THEORY OF INTERSECTIONALITY 6 innovative research questions, to analyze situations, and to allow for fuller discussion. The framework can be applied to a number of disciplines including but not limited to law, healthcare, policy, or business. The theory does assume that each individual is constructed with multiple, fluid, interlocking identities and therefore, perspectives. In addition to multiple identities, the theory also assumes that these identities can change over time. Sexuality, religion, ability, culture, and gender are just some examples of identities that have the capability of changing throughout one’s lifetime. The theory uses several key concepts including discrete discrimination, interlocking mechanisms, and multiplicity. In this paper, concepts will be explored with specific application to healthcare Multiplicity is the notion that oppression is not added through individual identities, but multiplied. For instance, a poor, Latina lesbian may face more discrimination accessing healthcare than perhaps a wealthy Latina heterosexual; but the wealthy Latina heterosexual may face more discriminations accessing healthcare in the emergency room than the affluent, white male. Interlocking mechanisms function through multiplicity. Interlocking mechanisms suggest that identities (gender, sexuality, sex, ability, culture) function together as one unit and cannot be pulled apart. The Black feminist sociologist, Patricia Hill Collins, states in Fighting Words: Black Women and the Search for Justice that “intersectionality provides an interpretive framework for thinking through how intersections of race and class, or race and gender, or sexuality and class, for example, shape any group’s experience across specific social contexts” (1998). This particular social context should be integrated into the field of healthcare to the providers that spend the majority of their time with the patient, nurses. Intersectionality incorporates those that are disadvantaged due to multiple burdens results from discrete sources of discrimination (Crenshaw, 1989). For example, single identity THEORY OF INTERSECTIONALITY 7 analysis in healthcare research could be considered a discrete source of discrimination. In Gender, Race, Class and Health, Schulz and Mullings (2005) argue that, “notions of race that are based on a typological approach to human variation-with the implication that genetic differences related to race are a major factor in explaining disease disparities-continue to pervade the [healthcare] literature.” The authors illustrate their point by including a common algorithm often heard in healthcare education: [Black/Hispanic/Native American] [children or adults] have higher rates of [the condition, disease, or “disability” under investigation] than whites, primarily because of [explanatory variable] (Schulz & Mullings, 2005). Race or non-whiteness has continued to be a single identity politics that discerns how the provider views and thus, cares for patients. In fact, gender, race, class, ability, and sexuality have all been examined through healthcare research as their own entities, rather than interlocking mechanisms that differ upon social location and historic context. Since nurses spend more time in direct patient care than other groups of health professionals and are employed in a variety of settings, it is important for nurses to become aware of these discrete sources that Crenshaw explores. Nurses are advocates of the patient and in order to advocate for someone, one should be able to understand the subjectivity of interlocking identities, especially within the healthcare system. VI. Application of Intersectionality The theory of intersectionality has been applied to social work analyzing access to social services. In Mapping the Margins: Intersectionality, Identity of Politics, and Violence Against Women of Color, Crenshaw (1991) observed the dynamics of structural intersectionality in a field study of domestic violence shelters located in Los Angeles. She investigated how the shelters are adequate in handling only a certain type of woman: white English-speaking females who have the resources to address the violence inflicted by the batterer. Crenshaw (1991) argues THEORY OF INTERSECTIONALITY 8 against “shelter policies [that] are often shaped by an image that locates women’s subordination primarily in the psychological effects of male domination, and thus, overlooks the socioeconomic factors that often disempower women of color.” The importance of intersectionality has also been explored in public health nursing. For example, in Advances in Nursing Science, nurse researcher Ursula Kelley (2011) argues that intersectionality can be used in nursing with respect to intimate partner violence because it provides a means to “not only obtain a more comprehensive understanding of the multiplicative effects of social inequalities experienced by the vulnerable and marginalized groups, but also [a means] of conducting research and developing interventions that address health disparities.” Kelley (2011) argues that given the opportunity that nurses have in regarding patient advocacy, inaction can be considered a perpetuation of injustice. She also argues that nurses can work within their own organization to develop systems that recognize and respond to the need of all women: having an interdisciplinary response team, partnering with community agencies, acting politically (lobbying, fundraising), addressing language and behaviors among co-workers that blame the victim and perpetuate negative stereotypes, and using a more intersectional approach to assessment questions. Nurses have a vital role and voice to how the future of healthcare handles its inequities and disparities. Intersectionality theory comes from a woman of color, an important perspective considering that most nursing theorists are primarily white and female. Lynn Weber and Deborah Parr-Medina (2003) authors of Intersectionality and Women’s Health: Charting a Path to Eliminating Health Disparities state that intersectionality provides a powerful alternative to addressing questions about health disparities that traditional approaches have been unsuccessful in answering. The incorporation of intersectionality will help nurses obtain a more THEORY OF INTERSECTIONALITY 9 comprehensive understanding of the power imbalances that create and sustain health inequities. While the concept of intersectionality was not originally developed to address issues of healthy policy it provides an effective and important means to broaden health policy beyond a race-or gender-only focus (Bergor-Guidroz, 2009). Critique of Intersectionality To evaluate the internal and external components of the theory of intersectionality, Barnum’s theory evaluation will be applied due to its depth of criticism and application to multiple disciplines (see Table 1). In this specific critique I evaluate the theory with regards to nursing and healthcare. Table 1. Theory of Intersectionality Critique Internal Criticism Clarity In terms of semantic clarity, concepts such as discrimination (discrete), multiplicity, and interlocking mechanisms are not explicitly defined and must be inferred. However, in terms of structural clarity, connections, implications, and reasoning for the theory are understandable and explicit. May be difficult for individuals who do not have a feminist background to understand all facets or even rationale, of intersectionality. Consistency The framework is essentially a lens, thus it is difficult to assess consistency of its use. The structure of the theory is consistent in its form. Intersectionality uses congruent terms, but not congruent interpretations. Adequacy Scientists may argue that this theory adds a dimension of practical complexity, or that it is not feasible to apply this perspective to every individual in every culture (Westernized view of thinking). THEORY OF INTERSECTIONALITY Logical Development 10 Inductively created by women of color in response to the multiplicity of burdens felt from systemic and individual oppression. Arguments for intersectionality are supported more in the humanities, rather than sciences. Level of theory development Nascent in some disciplines such as health and policy, more prominent in legal studies, or identity politics. (73 results in CINAHL included the word “Intersectionality” in the title) External Criticism Reality Convergence Does not provide a sufficient foundation for action aimed at improving population health, not initially intended for interventions--> ultimately a framework to adopt in order to improve understandings and responses to the complexities of people's lives and experiences. Utility Intersectionality can be seen as not practical when applied to harder sciences, Nurses may need special education (perhaps a presentation, pamphlet) to apply the theory in clinical practice and nursing research. Can test the understanding (knowledge) of intersectionality, but it is hard to measure perspective. It is useful to the nurse researcher because it provides subject material and method of inquiry. However, it also doesn’t employ specific methods of intersectionality incorporation. Significance To provide a conceptual shift in how people (researchers, nurses) understand social categories. Ultimately addresses how we should view the “person” in nursing phenomena. Discrimination There are no well-defined “boundaries” or any component that differentiates nursing application from other disciplines. Different disciplines using intersectionality may have different research utility. For example: Crenshaw used intersectionality to impact antidiscrimination law/discourse or language. Nursing research may use intersectionality to identify the underlying or fundamental causes of health disparities. Sociological researchers used an intersectionality framework to analyze data from a national survey. Scope Middle-range theory. This theory is specific enough to be used across disciplines for all disadvantaged communities, populations. Its scope is vast considering the multidisciplinary uses. In addition, it brings to the fore the limitations of research that emphasizes predetermined classifications or prioritizes any one single category within a contextual analysis. THEORY OF INTERSECTIONALITY Complexity 11 Interlocking mechanisms imply that categorical identities should not be hierarchal- what are the political consequences of such shifts in (complex) framing in health care or personalized medicine? While the theory of intersectionality meets most of the internal and external criteria, it is still nascent in its application and usage. The theory has been used most in law and political science, but has branched into several health disciplines such as nursing and public health. It has not been tested, but rather, applied. Thus, while this theory uses a unique perspective, it is difficult to empirically test perspective and understanding. However, in 2011, sociological researchers applied this framework using data from the National Social Life, Health and Aging Project (Hinze, Lin, & Anderson, 2011). Using a stratified regression analysis, the researchers found that comparing blacks with whites, or women with men would not capture the same relationships captured using an intersectional approach (Hinze et al, 2011). Researchers found that on the multivariate level, being a black female has an effect on health beyond those accounted for by race and gender (Hinze et al, 2011). The study demonstrated the importance and implications of using the theory of intersectionality as an effective approach to understand the complexity of health disparities. Intersectionality can guide, as well as inform further practice and research on the complexity of single-identity politics within all disciplines who work with marginalized populations. Intersectionality simply challenges the notion of single-identities and its usage within all types of discourse. However, with regard to nursing, intersectionality would be able to shift the paradigm of being “culturally competent” to an understanding that is not limited to race or other singular THEORY OF INTERSECTIONALITY 12 identity, but more of an understanding of the history and cultural oppressions that race has endured. Intersectionality can be a powerful tool to analyze how social organization affects all of our lives, not just the marginalized. It is an understanding that is truly centered on the patient that can allow for a fuller relationship between both the provider and client. This perspective can strengthen the practical and ethical aspects of nursing research by more accurately reflecting a broader scope of the issues surrounding healthcare disparities. Rogers and Kelley (2011) write that “a researcher [nurse] using an intersectional approach is actively working to unveil power inequity and build knowledge that eliminates unjust ideology, practice and research with the ultimate goal that goes beyond achieving statistically significant results to achieving social justice.” Intersectionality allows feminist theorists to ponder questions such as, how is race sexualized or perhaps sexuality gendered? However nursing feminists have the ability to tackle another dynamic, social location: healthcare (see Figure 2 with intersectionality situated within a healthcare context). Nurses can address how sexuality is gendered in health or how ability is raced in health research. While cultural competency is an attempt to address health disparities and inequities, it is only a small component to most nursing education curricula. It is centered on single-identities pertaining mostly to race. Incorporating more of an intersectionality approach to nursing care, research, and education can allow for a fuller recognition of what it means to be a patient, or subject, in the hospital or other healthcare setting. By moving beyond the use of race as an atheroetical and ahistorical category and toward analysis of the processes through which racial constructs are produced and linked to differences in health, researchers [nurses] can contribute to etiological research that identifies the underlying or fundamental causes of racial disparities in health (Mullings & Shulz, 2011). THEORY OF INTERSECTIONALITY Figure 2: Intersectionality within a Healthcare Context 13 THEORY OF INTERSECTIONALITY 14 References Berger, M. T., Guidroz, K. (2009). The Intersectional Approach: Transforming the Academy through Race, Class and Gender. Chapel Hill: University of North Carolina Press. Crenshaw, K. 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