International Journal of Intercultural Relations 26 (2002) 391–408 Testing the cultural identity model of the cultural transition cycle: sojourners return home Nan M. Sussman* Department of Psychology, The College of Staten Island, The City University of New York, Staten Island, NY, 10314 USA Abstract A new theoretical model, which explores the relationship between cultural identity and repatriation experience, was tested among 113 American teachers who sojourned to Japan. Results indicated, unexpectedly, that overseas adaptation and repatriation experiences are not directly associated. Rather, home culture identity strength inversely predicted repatriation distress with repatriates experiencing high distress reporting weak cultural identity. Preliminary findings also indicated that repatriation experience is related to shifts in cultural identity. As predicted by the Cultural Identity Model, ratings of increased estrangement from American culture (subtractive) or feeling ‘‘more’’ Japanese (additive) following a sojourn are correlated with the high repatriation distress. Further, the more the global identity shift, the higher the life satisfaction. An innovative methodology was utilized in this study through the use of internet for participant recruitment and data collection. r 2002 Elsevier Science Ltd. All rights reserved. Keywords: Cultural adjustment; Cultural transition; Reentry; Repatriation; Sojourn; Cultural identity; Internet research 1. Introduction The nature of the sojourner is one of a cycle: moving to a new country and moving home; the process of adjustment and the outcome of adaptation; culture shock and reverse shock. Yet, research inadequately addresses the complexity of the relationship between points or arcs in the transition cycle. Among those studies that investigated cultural transitions, the focus is generally on one aspect of the cycle, *Tel.: +1-718-982-3763; fax: +1-718-982-3794. E-mail address: [email protected] (N.M. Sussman). 0147-1767/02/$ - see front matter r 2002 Elsevier Science Ltd. All rights reserved. PII: S 0 1 4 7 - 1 7 6 7 ( 0 2 ) 0 0 0 1 3 - 5 392 N.M. Sussman / International Journal of Intercultural Relations 26 (2002) 391–408 either individual cultural adjustment to the host country or less frequently, on the return to the home country. Scores of studies have explored the predictors of cultural adjustment or adaptation. Variables found to influence adjustment include individual differences in personality (Ditchburn, 1996; Harrison, Chadwick, & Scales, 1996), nature of the sojourn (purpose, length of sojourn), organizational characteristics (Mendenhall, Dunbar, & Oddou, 1987), familial and social networks (Adelman, 1988), interactions with home and host co-nationals (Stone Feinstein & Ward, 1990), and cultural factors (e.g. cultural distance between home and host countries, Searle & Ward, 1990). A key variable in predicting cultural adjustment has been the degree to which an individual identifies with the home country and the host country; simply put a sojourner’s cultural identity. Most findings, however, relate cultural identity to longterm immigrant adjustment (Berry, 1997; Boekestijn, 1989; Moyerman & Forman, 1992) and not to sojourner experience, which may account for the discrepant results summarized below. As sojourners recognize the temporary nature of their cultural experience, one might reasonably argue that their motivations and expectations regarding cultural adjustment and adaptation differ substantially from those of immigrants. Phinney (1991), for example, found that among immigrants, strong identification with both the home and host countries was related to self-esteem and positive mental health. However, Ward and her colleagues have examined home and host identification among several sojourn groups (New Zealand civil servants on overseas assignments and Filipina domestics in Singapore) and found that strong identification with home culture is associated with psychological well-being overseas but host country identification is unrelated to adjustment (Ward, Chang, & Lopez-Nerney, 1999; Ward & Kennedy, 1994). More recent data confirmed these results among a multinational sojourner sample living in Nepal; weak home culture identification was a significant predictor of mood disturbance (Ward & Rana-Deuba, 2000). Following the temporal sequence of the cultural transitions, Kim’s theoretical writings (2001, 1996, 1995) have explored the relationship between cross-cultural adaptation and the subsequent development of a new and broader cultural identity. She places her model within the ‘‘stress-adaptation-growth’’ paradigm and posits that the evolving cultural identity of sojourners has both negative and positive consequences. The endpoint of the cultural transition cycle for the sojourner is the return to the home country. Considerably fewer studies have investigated the predictors of the repatriation experience. The unexpected nature of repatriation difficulties (Adler, 1981; Sussman, 1986) appears to exacerbate reentry outcomes and such variables as lack of psychological preparedness among US business repatriates (Sussman, 2001a), unexpected difficulties experienced by returning New Zealand high school students (Rogers & Ward, 1993), and undeveloped home country support network for repatriated US college students (Martin, 1984) predict a negative experience. N.M. Sussman / International Journal of Intercultural Relations 26 (2002) 391–408 393 Variables associated with repatriation distress include length of time abroad among Turkish migrant workers (Sahin, 1990), marital status and education level among missionaries (Moore, Jones, & Austin, 1987), differences between home and host cultures for US study-abroad students (Raschio, 1988), personality traits (such as neuroticism, Furukawa, 1997), decrease in social status among Finnish corporate repatriates (Gregersen & Stroh, 1997) and trauma exposure among international relief workers (Eriksson, 1997). Two articles, each based on illustrative anecdotes, suggest that identity changes may be related to return home experiences (Isogai, Hayashi, & Uno, 1999; Werkman, 1982). Empirical research in which the complex relationship between cultural identity and repatriation is examined is lacking in the literature. Most studies indicate that repatriation outcomes are negative although the findings are equivocal. Several investigators report positive reentry experiences such as more appreciation of the host culture (Grove & Hansel, 1983), improved relationships with parents (Martin, 1986), positive changes in values orientation (Uehara, 1989), and more awareness and acceptance of cultural differences (Wilson, 1986). A shortcoming of nearly all the sojourner research is the piecemeal examination of the transition cycle phenomenon. Few studies investigate the whole cycle or the relationship among segments in the cycle. Among the small number of such investigations, a primary assumption is that the expatriate experience is related in some fashion to the repatriate outcomes. Stringham (1993), for example, suggested that sojourn outcome was related to repatriation experience. Yet, there is disagreement as to the direction of the relationship and the empirical findings are inconsistent. One view predicts a direct, positive association between overseas adjustment and repatriation experience; the more successful the adaptation to the host country, the more successful the repatriation. A skills/learning model forms the basis of this prediction such that the more successful the overseas adaptation, the more skillful one becomes in cultural adaptation and consequently, the better able are sojourners to cope with repatriation challenges. Cui and Awa (1992), for example, found that sojourners with previous overseas experience adapt better to subsequent overseas assignments due to experience in coping with differences. A more prevalent view predicts an inverse relationship between overseas adaptation and repatriation such that the more successful the adaptation to a host country, the more distressing and difficult is the return to the home country (Brein & David, 1971; Brislin, 1981; Brislin & VanBuren, 1974). Rohrlich and Martin (1991), for example, indicated that the more frequently US students engaged in communication with host nationals, a behavioral measure of cultural adaptation, the less likely they were to be satisfied with their life upon return home. Similarly, Kim (2001) reports an inverse correlation between community activities with host nationals during a sojourn and reentry satisfaction. A vague notion of self-change frames this general approach but the model remains skeletal. Sussman (2000) has recently proposed a broader and more integrated theory of the transition cycle using a social psychological framework, specifically focusing on N.M. Sussman / International Journal of Intercultural Relations 26 (2002) 391–408 394 SALIENCE ADJUSTMENT PROCESS and Self-Variables ADAPTATION C.I. Centrality-Low Cultural FlexibilityModerate Cultural Identity Cultural Identity Cultural discrepancies recognized SELF-CONCEPT DISTURBANCES Stability of self -esteemLow High Clarity of Self-conceptLow C.I. Centrality-Moderate Cultural Flexibility-High Cultural Identity Response Repatriation Commences Repatriation Affect SUBTRACTIVE ADDITIVE NEGATIVE-Stress, uncomfortable interpersonal relations Fig. 1. Subtractive and additive identity shifts. self-concept and cultural identity. Previously contradictory outcomes of repatriation research, in particular the findings of both positive and negative repatriation affect, are more parsimoniously explained with this new paradigm. A brief summary of the model follows (see Fig. 1 for an example of one type of post-sojourn cultural identity). The Cultural Identity Model (CIM) proposes several tenets: (1) cultural identity is a critical but latent aspect of self-concept; (2) salience of cultural identity is, to a large part, a consequence of the commencement of a cultural transition; (3) cultural identity is dynamic and can shift as a consequence of the overseas transition and selfconcept disturbances; and (4) shifts in cultural identity serve as a mediator between cultural adaptation and the repatriation experience. The model also is placed within a contextual framework, suggesting that this paradigm is most applicable to sojourners from cultures in which individualism is high and cultural identity is low in centrality and salience. The cultural identity model posits four types of postadaptation identity: affirmative, subtractive, additive, and global, each with a resulting repatriation outcome. For those with an affirmative identity, the sojourn affirms their home country identity. They would evaluate themselves as having a strong common bond with compatriots, positive feelings toward their home country identity, and perceive compatriots as viewing them as typical of other members of the culture. During the overseas cultural transition, a strong home identity would enhance psychological well being as was demonstrated by Ward and Kennedy (1994). However, the CIM predicts that affirmative identifiers would have low adaptation to the host country N.M. Sussman / International Journal of Intercultural Relations 26 (2002) 391–408 395 and the return home would be seen positively. They are the ‘‘grateful repatriates’’; repatriation distress would be low. The CIM predicts that both subtractive and additive identifiers would experience high adaptation to the host country and high repatriation distress upon return to the home country, but for different reasons. Subtractive identifiers would experience repatriation distress as a result of feelings of alienation or estrangement from their home country; they feel ‘‘less’’ in common with their compatriots, less positive about their home country, and believe that compatriots perceive them as less typical of the home culture. Ergo, repatriation is experienced negatively. Additive identifiers are also predicted to experience high repatriation distress, not as a result of identity loss, but as a consequence of embracing many aspects of the host culture—values, customs, social rituals, emotion and thought. The additive shift is an identity gain. Cultural identities have been enhanced, yet changed sufficiently such that these sojourners experience repatriation also as a negative outcome. Global identifiers are often sojourners who have had multiple international experiences. For them, moving in and out of cultures only embellishes the sense of belonging to a global community. Adaptations to the host country, for this category of sojourner, are often instrumental and repatriation predicted to be a moderate or positive experience. The study described in this paper is a first step in testing the CIM of cultural transitions by investigating two elements of the model: (1) the relationship between overseas adaptation and repatriation and (2) the role of cultural identity strength in relation to the repatriation experience. This was accomplished by assessing the cultural transition experiences among a group of repatriated sojourners, namely American teachers who sojourned to Japan to teach English. Retrospectively, dimensions of overseas cultural adaptation, transitional changes, and repatriation preparedness were measured as well as current assessments of cultural identity strength and repatriation distress. Extant research suggests Hypothesis 1: There is an association between overseas adaptation and the repatriation experience. However, the direction of the relationship is unclear. The CIM suggests that the direction of the relationship is a consequence of the cultural identity strength on the part of the sojourn. Thus, the model predicts the following general relationship between cultural identity strength and repatriation distress. Hypothesis 2 predicts that, among repatriates, the weaker the home country identity, the more the repatriation distress. Therefore, the more repatriates feel negatively toward their home country, the more estranged they feel from compatriots, the less central their home country identity is to their self-concept, and the less they believe that compatriots perceive them as similar, the more the repatriation distress. Conversely, a strong home culture identity would be associated with low repatriation distress. A novel methodology was utilized in this study. Investigations of cultural transitions are challenged by the difficulty of locating and recruiting research participants. Once participants are located, traditional use of paper questionnaires administered in person or by mail often results in low response rates. The internet 396 N.M. Sussman / International Journal of Intercultural Relations 26 (2002) 391–408 with its global communication potential provides an excellent method for locating, recruiting and administering research assessments as well as immeasurably broadening the research sample. This study utilized traditional and electronic methods to collect data. 2. Method 2.1. Participants Participants in this study were 113 American (n ¼ 62 women and n ¼ 51 men) ‘‘alumni’’ of the Japanese English teachers’ (JET) program sponsored by the Japanese government. No measures of ethnicity/race were taken but the vast majority of the participants in the JET program at the time of the data collection were White. As recent college graduates, these young adults were selected to teach English in various locations throughout Japan. Participants ranged in age from 23 to 43 years of age with a mean age of 28 years. The teaching program involved a minimum stay of 1 year although many participants chose to extend their contracts. Thus, the average Japan sojourn was 27 months with a range of 6–72 months. Nearly all the participants in this sample departed from the northeast region of the US and returned to that region. At the time of the participation in the study, this sample was back in the US, an average of 30 months with a range of 1–144 months. 2.2. Procedure Twenty-five participants attended a seminar on the process of repatriating to US culture, organized by the JET Alumni Association of New York. Prior to the beginning of the seminar, all participants completed a 10-page self-report questionnaire composed of several scales. Additional participants were sought through the non-traditional means of the internet. Data was collected online by posting the questionnaire on a website. After pilot-testing the online questionnaire for ease of use, it was put on a university server. JET ‘‘alumni’’ were apprised, via an email distribution list maintained by the JET Alumni Association, of the opportunity to participate on the online version of the study and were given the URL (or web address) of the site. Two hundred and fortyeight JETS were contacted in this manner and 88 participants completed the online version for a 35% response rate. No participants reported difficulty completing the online version. As this data collection method is unusual, care was taken that the two samples, inperson and online, were comparable. It is possible, for example, that those participants who chose to attend a reentry workshop could be differentially effected by the repatriation process. Similarly, participants who chose to respond to a survey online could be different than a sample who completed the questionnaire in-person. Detailed discussion of the technique used and analyses can be seen elsewhere (Sussman, 2001b). N.M. Sussman / International Journal of Intercultural Relations 26 (2002) 391–408 397 2.3. Materials The 10-page paper version of the questionnaire consisted of seven scales plus several demographic items (including age, gender, length of sojourn in Japan, length of time since return to the US, and indication of other sojourn experiences). The online version also consisted of seven scales, five of which were identical to the paper version. The scales common to both groups were cultural adaptation, cultural identity strength, transition change, repatriation preparedness, and repatriation distress. Cultural adaptation. Cultural adaptation (CA) was assessed through an authordesigned multidimensional scale composed of three sub-scales. Participants were asked to retrospectively assess three types of adaptation to living in Japan: behavioral (CA/B), cognitive (CA/C), and affective (CA/A). The behavioral subscale (CA/B), composed of 14 items, assessed the degree to which the sojourner interacted with Japanese people and social rituals. It included such statements as ‘‘I used Japanese language in my daily interactions’’ or ‘‘When at home, I cooked Japanese food’’ or ‘‘When I wasn’t working, I spent time with Japanese friends’’. Participants evaluated each statement on a 7-point scale as to the extent that they engaged in each behavior, with ratings ranging from 1 (not at all) to 7 (to a great extent). The cognitive adaptation scale (CA/C), composed of eight items, rated participants’ level of knowledge of Japanese history, geography, customs, religion, arts, values, educational and political systems on a 7-point scale, ranging from 1 (not at all knowledgeable) to 7 (extremely knowledgeable). The affective scale (CA/A), composed of seven items, rated the extent to which participants felt a sense of belonging, satisfaction, relaxation, and confidence in living and working in Japan. Ratings ranged from 1 (not at all) to 7 (to a great extent). A composite score for each subscale was calculated such that the higher the score, the better adapted was the sojourner. Cultural identity strength. Cultural identity (CI) was measured by three modified sub-scales of the ethnic identity scale developed by Cameron and Lalonde and their associates (Boatswain & Lalonde, 2000; Cameron & Lalonde, 2001; Cameron, Sato, Lay, & Lalonde, 1997). Identity Centrality (CI/C), a 10-item sub-scale, measured the centrality and importance of being an American. Affect (CI/A), a seven-item subscale, measured positive regard toward being an American. Ingroup-ties (CI/I), a 12item sub-scale, measured similarity and bond with other Americans. On a 7-point scale, participants indicated the extent to which they strongly agreed (7) to strongly disagreed (1) with each statement. After keying negatively worded statements, a composite score was calculated for each sub-scale such that the higher the number, the more central and positive participants felt about their American identity, and the more similar participants felt in comparison to other Americans. A fourth authordesigned 4-item sub-scale (CI/PT) measured repatriates’ perceptions of how typically American their compatriots perceived them to be or, more succinctly, perceptions of American identity typicality. Scores on each of the four CI sub-scales measured American Identity strength. The higher the score, the stronger the repatriate identified with a respondent-defined American identity; the lower the score, the weaker the American cultural identity. 398 N.M. Sussman / International Journal of Intercultural Relations 26 (2002) 391–408 Cultural identity change. While the Cultural Identity scales provided a comprehensive glimpse of the strength of a repatriate’s American identity, it was a static picture. The CIM proposes, however, that cultural identity would change as a consequence of the sojourn experience, and this identity change would in turn affect the repatriation response. Three single items tapped, in a preliminary way, the construct of cultural identity change. A subtractive cultural identity change was measured by the item ‘‘In some ways I feel ‘‘less’’ American than I did before my international assignment’’. This item is referred to as American identity estrangement. An additive identity change was measured by the item ‘‘I feel more Japanese since my assignment’’. An intercultural identity was measured by the item ‘‘I feel that I am a more global or international person now’’. Transition change. A four-item scale (TCS) assessed the overall cultural change felt by the sojourners, rated on a 7-point scale of agreement. Items included such statements as ‘‘I felt as though I changed as a result of living and working overseas.’’ and ‘‘I have tried to incorporate some international customs and ways of thinking into my work environment.’’ Scores were reversed such that the higher the score, the more the change. Repatriation preparedness. The Repatriation Preparedness Scale (RPS) is a reliable 10-item scale which assesses the sojourners’ psychological preparation to return home. Each statement (i.e. ‘‘I spent a considerable amount of time thinking about returning to work in the US’’) was evaluated on a 7-point scale from 1 (strongly disagree) to 7 (strongly agree). A composite score was calculated with the lower the score the lesser the amount of preparation. Earlier research indicated that preparedness is associated with repatriation distress such that the less the psychological preparedness for returning home, the more difficult the repatriation distress (Sussman, 2001a). Repatriation distress. Re-adjustment discomfort felt by sojourners after they returned to their home country was reliably assessed via the psychological Repatriation Distress Scale (RDIS) (Sussman, 2001a). Four items measured this construct and included such statements as ‘‘I have trouble concentrating at work’’ or ‘‘I am more anxious and irritable since I returned home.’’ All items were evaluated on a 7-point scale from 1 (strongly disagree) to 7 (strongly agree) such that the higher the score, the more difficult the repatriation. Additional measures. Two scales were unique to the online sample: Satisfaction with Life Scale (SWLS) (Pavot & Diener, 1993) and Purpose in Life Test (PIL) (Crumbaugh & Maholick, 1964). The SWLS is designed to measure general cognitive judgements about life satisfaction; for example, ‘‘The conditions of my life are excellent’’. Participants indicate the extent to which they strongly disagree (1) to strongly agree (7) with five statements. Scores are summed such that the higher the score, the more satisfied with life. A modified and shortened version of the PLT consisting of 7-items was also used. Crumbaugh and Maholick (1964) designed this scale to measure meaning, defined as having goals and direction in life, and has more recently been considered as an element of psychological well-being (Ryff, 1989). On a 7-point scale, participants indicated meaningless or lack of purpose they found their lives, higher scores indicating less meaning in life or an ‘‘existential vacuum’’ in the N.M. Sussman / International Journal of Intercultural Relations 26 (2002) 391–408 399 individual’s life. Both the Satisfaction with Life Scale and the Purpose in Life Test provide secondary measures of repatriation affect and concurrent validity for the RDIS. One scale, unique to the in-person sample, measured the extent to which repatriates embraced, on a 7-point scale, American and Japanese values. For each repatriate, a summed score was derived for both American and Japanese values. In summary, all participants completed five scales: Cultural Adaptation, Cultural Identity, Transition Change, Repatriation Preparedness, and Repatriation Distress. In addition, all participants completed three single items measuring cultural identity change. Online participants completed two additional scales: Satisfaction with Life and Purpose in Life. In-person participants completed a values scales. 3. Results Data collected through in-person and online questionnaires were compared. No significant differences were found between the two samples on any of the major measures (see Table 1). The two samples were combined for subsequent analyses. Preliminary analyses consisted of testing the internal reliability of the scales using Cronbach’s alpha. All scales or sub-scales were reliable at alphas between 0.67 and 0.92 (see Table 2 for reliability levels and descriptive statistics for each scale). Additionally, the three cultural adaptation sub-scales were highly correlated with each other (CA/B and CA/C, r ¼ 0:52; po0:0001; CA/B and CA/A, r ¼ 0:49; po0:0001; CA/C and CA/A, r ¼ 0:27; p ¼ 0:004). A summed adaptation score comprised of the three scales was used for subsequent analyses. Table 1 Means and statistical differences for online vs. in-person groups for cultural transition scales Scales Adaptation scales: Behavioral Cognitive Affective Repatriation Distress (RDIS) Preparedness (RPS) Cultural identity sub-scales: CI/A CI/C CI/I CI/PT Online (N ¼ 88) In-person (N ¼ 25) Difference Mean Mean SD T P SD 63.29 36.51 33.77 14.23 9.99 6.52 9.16 6.52 66.29 36.21 32.11 14.58 11.02 7.98 7.12 6.32 0.98 0.15 0.77 0.24 0.334 0.885 0.445 0.809 47.28 9.34 46.78 8.54 0.24 0.811 37.55 39.32 51.13 14.72 6.92 12.49 14.50 5.45 38.60 44.60 52.00 14.57 6.95 11.92 15.54 4.42 0.67 1.93 0.24 0.14 0.507 0.060 0.806 0.891 400 N.M. Sussman / International Journal of Intercultural Relations 26 (2002) 391–408 Table 2 Descriptive statistics for predictor and outcome variables Scale Alpha Mean SD Range Behavioral adaptation (CA/B) Cognitive adaptation (CA/C) Affective adaptation (CA/A) Repatriation Distress (RDIS) Repatriation Preparedness Scale (RPS) Cultural identity affect (CI/A) Cultural identity centrality (CI/C) Cultural identity ingroup-ties (CI/I) Cultural identity perceived typicality (CI/PT) Satisfaction with Life (SWLS) Purpose in Life Test (PIL) Transition change scale (TCS) 0.69 0.78 0.75 0.78 0.73 0.79 0.87 0.92 0.67 0.88 0.79 0.88 64.35 37.13 33.51 17.09 37.06 37.78 40.49 51.29 14.68 23.07 25.56 10.74 10.30 6.60 7.63 6.58 7.59 6.90 12.51 14.68 5.24 7.10 9.87 6.76 14–98 9–63 7–49 4–28 10–70 7–49 10–70 12–84 4–28 5–35 7–49 4–28 The psychometric properties of the RDIS scale were further tested among the online sample. Concurrent validity for the RDIS scale was confirmed through significant correlations with two scales; a significant negative correlation between the SWLS and RDIS (r ¼ 0:54; po0:0001), such that the greater the repatriation distress, the less the satisfaction with life; and a significant correlation between PIL test and RDIS (r ¼ 0:52; po0:0001) indicating that the greater the repatriation distress, the more meaningless was life. Correlational analyses were conducted to test the study’s hypotheses and preliminary elements of the CIM model (Table 3). Contrary to Hypothesis 1, there was no significant direct relationship between adaptation level and repatriation distress. They appear to be related in a less direct manner, however. Affective adaptation (CA/A) was significantly negatively correlated with preparedness (r ¼ 0:25; p ¼ 0:009) in that the more sojourners became emotionally attached to Japan and felt a sense of belonging, the less prepared they were to return to the US. Affective adaptation was also significantly related to centrality of American identity (r ¼ 0:19; po0:05) such that the less central or important one’s American identity, the more sojourners effectively adapted to Japan or felt a sense of belonging to Japan. Replicating a finding from an earlier study (Sussman, 2001a), preparedness was significantly associated to repatriation distress (r ¼ 0:20; p ¼ 0:03) in that the less prepared the sojourner was to return home, the higher the repatriation distress. Hypothesis 2 examined the relationship between measures of cultural identity strength (CI/C, CI/A, CI/I, CI/PT) and repatriation distress (RDIS). It was hypothesized that cultural identity strength would be inversely correlated with distress. This was confirmed by three significant negative correlations: CI/A and RDIS (r ¼ 0:38; po0:0001), CI/I and RDIS (r ¼ 0:30; p ¼ 0:001), and CI/PT and RDIS (r ¼ 0:28; p ¼ 0:003). Participants who indicated a weak American identity (negative affect regarding their American identity, felt estranged from other N.M. Sussman / International Journal of Intercultural Relations 26 (2002) 391–408 401 Table 3 Hypotheses-testing correlations Repatriation distress and host culture adaptation RDIS & CA (combined scales) CA/A & Prep CA/A & CI/C Repatriation distress and cultural identity strength RDIS & CI/A RDIS & CI/I RDIS & CI/PT SWLS & CI/A SWLS & CI/I SWLS & CI/C Identity shift RDIS & AmIdent Estrangementa (subtractive) RDIS & JapanIdentb (additive) AmIdent Estrangementa & JapanIdentb JapanIdentb & Changed Scale JapanIdentb & More Globalc SWLS & More Globalc (global) AmIdent Estrangementa & More Globalc JapanIdentb & More Globalc r p 0.05 0.25 0.19 Ns 0.009 0.05 0.38 0.30 0.28 0.21 0.36 0.26 0.000 0.001 0.003 0.05 0.001 0.01 0.37 0.29 0.43 0.35 0.30 0.23 0.26 0.30 0.000 0.002 0.000 0.000 0.001 0.03 0.007 0.001 a Response to question ‘‘In some ways, I feel ‘‘less’’ American than I did before my international assignment,’’ such that a high score signifies feeling estranged from American identity. b Response to question ‘‘I feel ‘‘more’’ Japanese since my assignment,’’ such that a high score signifies that the participant feels more Japanese identification. c Response to question ‘‘I feel that I am a more global or international person now,’’ such that a high score signifies that the participant feels a more global identity. Americans or perceived others’ as thinking of them as an atypical American) experienced high repatriation distress. Further analysis of the online participants illustrated statistically significant relationships between the Satisfaction with Life Scale (SWLS) and Cultural Identity strength: the less the life satisfaction, the less central the American identity (CI/C, r ¼ 0:264; p ¼ 0:013), the fewer the bonds with other Americans (CI/I, r ¼ 0:355; p ¼ 0:001), and the lower the affect regarding being American (CI/A, r ¼ 0:210; p ¼ 0:049). Cultural identity change was measured in a preliminary way by three single items attempting to tap the CIM constructs of subtractive, additive and global identity and their associations with repatriation distress. The CIM predicts that participants who feel ‘‘less’’ American following their sojourn (subtractive identity) would experience high repatriation stress. This association was confirmed such that the more estranged from one’s American identity, the higher the repatriation distress (r ¼ 0:37; po0:0001). Participants were confirmed to have a relationship between the item ‘‘I feel more ‘Japanese’ since my assignment (additive identity)’’ and RDIS such that the stronger 402 N.M. Sussman / International Journal of Intercultural Relations 26 (2002) 391–408 the bond with Japanese culture, the more the repatriation distress (r ¼ 0:291; p ¼ 0:002). Moreover, among those sojourners included in the ‘‘in-person’’ sample, the more that Japanese values were considered personal characteristics, the more the repatriation distress (r ¼ 0:42; p ¼ 0:05). In addition, the ‘‘more’’ Japanese the sojourners felt, the less American (r ¼ 0:425; po0:0001), the more changed (r ¼ 0:35; po0:0001), and the more global (r ¼ 0:30; p ¼ 0:001). The CIM predicts that global identity is associated with moderate to positive repatriation experience. On the single item measuring a shift to global identity following the sojourner, no significant correlation with RDIS was found; however, among the online sample, the stronger the global identity, the more satisfied were repatriates with their lives (SWLS) (r ¼ 0:23; p ¼ 0:02). This might be attributed to a more complex identity, as the global identity was associated with American identity estrangement (r ¼ 0:26; p ¼ 0:007) and ‘‘more’’ Japanese (r ¼ 0:30; p ¼ 0:001). Given the number of variables correlated with repatriation distress, a standard multiple regression analysis sought to ascertain which variables were significant predictors of repatriation distress as well as the variance accounted for by those variables. The regression was performed using SPSS REGRESSION between repatriation distress as the dependent variables and CI/A, CI/I, CI/C, CI/PT, and the three single items assessing cultural identity change (American cultural estrangement, Japanese bonding, and internationality) as the independent variables. Due to the inter-correlations, albeit moderate level, between several of the Cultural Identity Strength sub-scales, the regression analysis was tested for multicollinearity. As per accepted collinearity criteria (no condition index above 30 and root numbers having no more than one variance proportion above 0.5), the test resolved doubt about possible multicollinearity and all four sub-scales were entered into the regression independently. Table 4 displays the variables, standardized regression coefficients (b), R2 ; and adjusted R2 : R for the regression was significantly different than zero, F (7,100)=5.77, po0:0001: Table 4 Multiple regression analysis of factors affecting repatriation distress Factor Cultural identity More Japanese Less American More global Cultural identity Cultural identity Cultural identity affect (CI/A) centrality (CI/C) ingroup-ties (CI/I) perceived typicality (CI/PT) Beta p-value 0.306 0.260 0.243 0.206 0.028 0.015 0.017 0.007 0.009 0.02 0.03 ns ns ns R2 ¼ 0:29 R2 ¼ 0:24 R ¼ 0:54a Adjusted a F (7,103)=5.77, po0:0001: N.M. Sussman / International Journal of Intercultural Relations 26 (2002) 391–408 403 Four of the seven independent variables contributed significantly to predicting repatriation distress; Cultural Identity affect, American cultural estrangement, Japanese bonding, and internationality. Specifically, negative feelings about being American, feeling ‘‘less American’’, feeling ‘‘more Japanese’’ and less global predicted repatriation distress. Combined, all seven independent variables accounted for 29% (adjusted to 24%) of the variance in the outcome measure. Although the bivariate correlations between RDIS and CI/I and between RDIS and CI/PT were significantly different from zero, the relationships seem to be redundant to the relationship between RDIS and CI/A. 4. Discussion Several clear findings have emerged from this study which investigated the cultural transition cycle and cultural identity among an American sojourner sample, homogeneous in age, purpose, length, and site of sojourn. First, contrary to previous findings in the cultural transition literature, there is no simple relationship between cultural adaptation and cultural repatriation; not a positive relationship, in which a deep and meaningful adaptation to a host country is associated with a positive return to one’s home country; nor an inverse relationship, in which a meaningful and successful adaptation to a host country is associated with a distressing and painful repatriation experience. While researchers have disagreed about the direction of the relationship, most assumed that these two mirror-image experiences within the cultural transition cycle were related. One possible explanation for the lack of relatedness may be the methods employed in this study. Sojourners were asked to retrospectively recall their adaptation experiences in Japan. While some repatriates had recently returned to the US, others had repatriated more than 5 years prior to participation in the study. Sojourners’ recall of their adaptation to Japan and repatriation experience may have been inaccurate, either overestimated or underestimated. Note that the literature does not specify the length of repatriation effects although anecdotal evidence indicates great individual variability. A longitudinal study of the cultural transition cycle, with adaptation and repatriation measures taken in the appropriate temporal sequences would remedy this data collection limitation. The author is currently conducting such a longitudinal study among a sample of American student-sojourners. Another explanation for the lack of relatedness between host culture adaptation and repatriation experience may be that the association is more complex and may be mediated by other variables. The Cultural Identity Model of cultural transitions suggests one mediating factor, the self-concept variable of cultural identity. A second major finding of this study is the significant relationship between cultural identity strength and repatriation distress. American sojourners who experience high distress during their repatriation to the US feel the most estranged from the American identity, that is, they possess a weak cultural identity. Conversely, sojourners who embrace a strong American cultural identity experience lower repatriation stress. The direction of the relationship between cultural identity 404 N.M. Sussman / International Journal of Intercultural Relations 26 (2002) 391–408 strength and distress is similar to that found by Ward and her colleagues (1994, 1999, 2000) for overseas adaptation (strong home culture identification associated with psychological well-being and weak home culture identification predictive of mood disturbance) and by Luo (1996) who found that cultural identity maintenance among Chinese sojourners to the US resulted in better psychological adjustment status. This finding has not been previously demonstrated among a repatriation sample. It is important to note that this current study neither measures nor categorizes sojourners into identity types. Nevertheless, the significant identity strength– repatriation distress relationship found here begins to hint at the identity types proposed in the CIM model. For example, affirmative identities (centrality and positive feelings toward home cultural identity and sense of similarity to compatriots) are predicted to experience low repatriation distress. Sojourners whose home cultural identity is affirmed and maintained throughout the cultural transition process are expected to experience less repatriation distress upon their return home and more satisfaction with their lives. This prediction is supported by both anecdotal evidence and an earlier study which investigated home and host influences (McClintock & Davis, 1958). Recall that the Cultural Identity Scale provides a static picture of identity captured at a moment in time following the return of the sojourner to the US. The three single items were designed as preliminary measures of cultural identity shift and, while admittedly low in reliability, also confirmed the relationships predicted by the CIM model: high repatriation distress associated with both increased estrangement from American cultural identity (subtractive) and increased embracing of Japanese values (additive); life satisfaction related to intercultural identity (global). Repatriation distress may be exacerbated for sojourners who experience a cultural identity change by the fact that not only had their home cultural identity been altered but by the psychological effort to overcome the pressure to ‘‘maintain and rehearse their national and cultural identity’’ (Bochner, McLeod, & Lin, 1977, p. 279) while overseas. Further, the psychological unpreparedness of sojourners for repatriation distress exacerbates its affective response. Sojourners who indicated a change toward a more global identify following their sojourn also experienced high satisfaction with their lives. Leembruggen-Kallberg (1997) indicated similar findings among multiple-cultured women whose global identity resulted in development of greater human understanding, openness to others and cultural differences, and an ability to synthesize multiple cultural experiences. This study highlights the validity of the internet as a means for participant recruitment and data collection. Traditional and online samples did not differ in their responses on any major measures. It might be argued that the sample of internet surfers who have experienced an intense cultural transition experience might be high; after all, why would they be browsing cultural transition websites. However, a similar argument might be made for any sojourner who volunteers to participate in a traditionally recruited cultural transition study. Empirically, it appears that these two groups differ little. One additional benefit of online methods is that internet participant recruitment allows for a larger and potentially more heterogeneous sample. N.M. Sussman / International Journal of Intercultural Relations 26 (2002) 391–408 405 Initial support for the cultural identity theory proposed by Sussman (2000a) is provided by this investigation. However, as with all new models, the findings from this study need to be replicated and refined. Several additional factors require consideration in the exploration of cultural identity and cultural transitions and they add a cautionary note to the interpretation of these results. First, the temporal aspect of cultural identity strength requires longitudinal measurement to better ascertain both the effects of changes in identity strength and the causal relationship between it and the repatriation experience. It could be argued, for example, that sojourners who feel significant repatriation distress attribute the distress to the home culture, denigrate their home culture, and therefore experience a weakened identity rather than the reverse causal chain proposed by the model. Further, it is unclear from the current measurements the extent to which cultural identity has shifted or been transformed as a consequence of the sojourn or whether sojourners possessed a subtractive or global identity prior to the sojourn. Is cultural identity strength and type a response to the transition experience or unrelated to it? Longitudinal research would clarify the temporal and causal chain. Relatedly, a fuller test of the CIM requires the development of psychometrically sound scales, which measure and categorize sojourners into cultural identity types. The three single-item measures utilized in this study are insufficient. However, design of categorical measures to assess each identity type separately are notoriously difficult due to the potentially ipsitive nature of the scales. These and other psychometric problems are reflected in the continuous debate (Rudmin & Ahmadzadeh, 2001; Ward & Rana-Deuba, 1999) surrounding the measurement of the acculturation types (Berry, 1997). In addition, factor analyses are necessary to quantitatively confirm the conceptualization of four distinct cultural identity dimensions. The somewhat idiosyncratic cultural transition experiences of many sojourners add to the challenges in capturing the data quantitatively. Qualitative tools such as interviews, diaries, or autobiographical literature would augment the measurement of the theoretical constructs. Third, the model needs to be tested with additional populations and more culturally diverse samples. It is likely, for example, that cultural dimensions of individualism/collectivism or cultural ‘‘tightness’’ and ‘‘looseness’’ (Triandis, 1989) influence a sojourner’s response to repatriation. It is yet to be determined if the relationship between cultural identity and repatriation response is affected by such contextual variables as cultural background of the sojourner. Further, host culture context may influence repatriation indirectly, through its expectations and influence on initial cultural adaptation. Therefore, both home and host cultures and their effects on repatriation need further investigation. In summary, this investigation concludes that the variation in the repatriation experience can be explained not as a simple relationship with the degree of cultural adaptation to the host country but rather as a more complex consequence of the strength of one’s cultural identity following a sojourn. There are also tentative indications that changes in cultural identity differentially affect the repatriation experience. Negative home culture identity affect, subtractive and additive identity changes, and the absence of a global identity predict repatriation distress. 406 N.M. Sussman / International Journal of Intercultural Relations 26 (2002) 391–408 Acknowledgements The author gratefully acknowledges the assistance of the following individuals and organizations in the research process: Jeff Ewing, Jennifer Hill, Ben Louie, Dianne Tyson, the Japanese Consulate in New York, the JET Alumni Association in New York, and the comments of the manuscript reviewers. 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