Professor of Disability Studies, University of Leeds and Visiting Professor of Disability Studies, University of Halmstad, Sweden.
Il contributo teorico di Colin Barnes, creatore del Centre for Disability Studies (CDS) di Leeds, è di carattere sociologico. Il suo lavoro ha approfondito e declinato in relazione alle scienze sociali le elaborazioni degli esponenti storici dei Disability Studies inglesi con riferimento al modello sociale.
The Social Model of Disability: Valuable or Irrelevant?
Colin Barnes
(This is the penultimate draft of a chapter in Watson, N. Roulstone, A. and Thomas, C. 2012: The Routledge Handbook of Disability Studies. London: Routledge, pp. 12-29).
Introduction
This paper will address the debates surrounding the usefulness of the social model of disability as an academic and practical tool with which to explore the experience of disablements and therefore contribute to its demise. It is divided into three main sections. The first section will examine the origins of the social model. This is followed by a review of the influence of social model insights within and beyond the academy. The final section will address the various debates that have emerged since the late 1990s and argue that without the social model of disability struggle for a fairer and more just society will be that bit harder.
The origins of the social model
To understand the significance of contemporary understandings of disability it is important to remember that until very recently ‘disability’ was viewed almost exclusively as an individual, medical problem or ‘personal tragedy’ in western culture. Yet there is a wealth of anthropological and sociological evidence to suggest that societal responses to people with impairments or long term health conditions varies considerably across time, culture and location. See for example, (Hanks and Hanks, 1948; Lemert, 1951; Ingstad and Whyte, 1995; Miles, 1995; 2001; Ingstad, 2001).
The philosophical and cultural basis upon which the individualistic negative response to impairment rests is rooted firmly in the foundations of western culture. Whilst the vast majority of people with impairments were integrated into the community prior to the industrial revolution, there is substantial evidence that oppression and prejudice was widespread (Ryan and Thomas, 1980; Garland, 1995; Stiker, 1999). There is also general agreement that the economic and social upheavals that accompanied the coming of industrial capitalism precipitated the institutionalisation of discriminatory policies and practices. Industrialisation, urbanisation, changing work patterns, and accompanying ideologies: liberal utilitarianism, medicalisation, eugenics and social Darwinism, all contributed to and compounded ancient fears and prejudices. Taken together these structural forces provided intellectual justification for more extreme discriminatory practices, notably, the systematic removal of disabled people from the mainstream of economic and social life (Finkelstein, 1980; Oliver, 1990; Barnes, 1990, 1991, 1997; Gleeson, 1999; Borsay, 2005). Since the mass ‘euthanasia’ policy for disabled people defined as ‘useless eaters’ introduced by Germany’s then Nazi Government in the 1930s and 40s (Gallagher, 1995; Burleigh, 1994): there has been a general ‘softening’ of attitudes in policy circles in wealthy states such as the UK, Europe and the United States of America (USA). This led to an expansion of community-based services provided by state and voluntary agencies and a proliferation of professional helpers underpinned by traditional deficit understandings of disability (Oliver, 1981, Brisenden, 1986; Barnes, 1991; Morris 1993; Priestley, 1999). This policy change was the result of several factors. These include a moral obligation felt by politicians and the general population toward the large numbers of civilians and military personnel injured during the war. There was also an unprecedented growth in the numbers of disabled and elderly people due to increasing affluence and medical advances. All of which contributed to the politicisation of disability by disabled people and their organisations in the latter half of the last century in countries as diverse as Sweden (Hőjer, 1951; Nordqvist, 1972), the UK (Hunt, 1966a: Campbell and Oliver, 1996; Barton, 2001), the USA (De Jong, 1979; Scotch, 1989; Shapiro, 1993) and Japan (Tateiwa, 2010). Until the late 1960s, support for ‘severely’ disabled people was generally unavailable outside institutions and there were no disability related welfare payments. Consequently ‘severely’ disabled people were either incarcerated in residential homes run by professionals or living in relative poverty and social isolation in the community. A crucial factor for all disabled people and their families at this time was a lack of money. This led to the formation of the Disabled Incomes Group (DIG) by two disabled women in 1965 (Campbell and Oliver, 1996).
Until the late 1960s, support for ‘severely’ disabled people was generally unavailable outside institutions and there were no disability related welfare payments. Consequently ‘severely’ disabled people were either incarcerated in residential homes run by professionals or living in relative poverty and social isolation in the community. A crucial factor for all disabled people and their families at this time was a lack of money. This led to the formation of the Disabled Incomes Group (DIG) by two disabled women in 1965 (Campbell and Oliver, 1996). The DIG attracted the attention of disability activists across the country. These included future key figures in the UK’s disabled peoples’ movement: Paul Hunt, Vic Finkelstein, Maggie Hines, and Ken Davis. They soon rejected the narrow incomes approach favoured by DIG and later the Disability Alliance (DA). The DA brought together several disability organisations to campaign for a comprehensive disability income. Disillusioned by this approach and its domination by non-disabled ‘experts’ Hunt, Finkelstein and Davis along with other like-minded disabled activists set up the Union of the Physically Impaired Against Segregation (UPIAS) in 1974 (UPIAS, 1976).
Undoubtedly the most influential organisation in the history of social model thinking, the UPIAS functioned mainly through confidential correspondence and circulars circulated amongst its members. Drawing on personal experience and sociological insights, although none were trained sociologists, UPIAS members argued that disability was a complex form of social oppression similar to that encountered by women, ethnic minorities, lesbians and gay men. An early expression of this view is found in Stigma: the experience of disability: a book of twelve personal accounts of living with impairment by six disabled men and six disabled women, initiated and edited by Paul Hunt, then a resident in the Le Court residential Home in Hampshire (Hunt, 1966a). Hunt selected the chapters from over sixty responses to a letter he had published in national newspapers and magazines requesting contributions. His aim was to avoid ‘sentimental autobiography’ or a ‘preoccupation with the medical and practical details of a particular affliction’. In his chapter, Hunt argues that: Disabled people ‘are set apart from the ordinary’ in ways which see them as they pose a direct ‘challenge’ to commonly held social values by appearing ‘unfortunate, useless, different, oppressed and sick’ (Hunt, 1066b p. 146). Hunt selected the chapters from over sixty responses to a letter he had published in national newspapers and magazines requesting contributions. His aim was to avoid ‘sentimental autobiography’ or a ‘preoccupation with the medical and practical details of a particular affliction’. In his chapter, Hunt argues that:
‘the problem of disability lies not only in the impairment of function and its effects on us individually but more importantly in our relationship with “normal” people’ (emphasis added) (Hunt, 1966b:. 146)..
Disabled people ‘are set apart from the ordinary’ in ways which see them as they pose a direct ‘challenge’ to commonly held social values by appearing ‘unfortunate, useless, different, oppressed and sick’ (p. 146). Thus for UPIAS the lack of income is a symptom rather than the cause of disabled people’s individual and collective disadvantage: Disability is something imposed on top of our impairments by the way we are unnecessarily isolated and excluded from society. Disabled people are therefore an oppressed group. It follows from this analysis that having low incomes, for example, is only one aspect of our oppression. It is a consequence of our isolation and segregation in every area of social life, such as education, work, mobility, housing etc’ (UPIAS, 1976: 4). In contrast to previous definitions which cited impairment as the cause of disability and ‘handicap’ (Harris, Cox and Smith, 1971), UPIAS produced a socio-political definition of disability that made the crucial distinction between the biological: impairment, and the social: disability. Hence ‘Impairment’ denotes ‘Lacking part or all of a limb, or having a defective limb or mechanism of the body’ but ‘disability’ is: ‘the disadvantage of restriction of activity caused by a contemporary social organisation which takes no or little account of people who have physical impairments and thus excludes them from participation in the mainstream of social activities’ (UPIAS, 1976: 14). Thus for UPIAS the lack of income is a symptom rather than the cause of disabled people’s individual and collective disadvantage:
Subsequently the restriction to ‘physical impairments’ was dropped to incorporate all impairments – physical, sensory and cognitive. This is because some conditions both congenital and acquired affect all bodily functions and in a disablist society all impairments whatever their cause has to a greater or lesser degree, negative physical and psychological implications. Also impairment specific labels may have relevance when accessing appropriate medical and support needs, but they are usually imposed rather than chosen and therefore socially and politically divisive (Barnes, 1996; Oliver and Barnes, 1998). Thereafter the UPIAS definition was adopted and adapted by national and international organisations controlled and run by disabled people. These included the British Council of Organisations of Disabled People (BCODP), the national umbrella for organisations controlled and run by disabled people in the UK, and Disabled People’s International (DPI) an international body for national organisations like BCODP (Campbell and Oliver, 1996). Other important developments during the 1970s included increased disability activism in the USA and the emergence of the Independent Living Movement (ILM). The ILM emerged partly from within the campus culture of American universities and partly from repeated efforts by American disability-activists swelled by the growing numbers of disabled Vietnam War veterans, to influence US disability legislation. During the 1960s, some American universities had introduced various self-help programmes to enable students with ‘severe’ physical impairments to attend mainstream courses. Such schemes were rarely available outside university campuses. This prompted some disabled students to develop their own services under the banner of Centres for Independent Living (CILs) (De Jong, 1979). Unlike conventional services for disabled people CILs are self-help organisations run and controlled by disabled people. Traditional professionally dominated provision focused almost exclusively on medical treatments and therapies within institutional settings that effectively removed disabled people from everyday life. In contrast, CILs provided a new and innovative range of services designed to empower people with impairments for a lifestyle of their own choosing within, rather than apart from, the local community. The activities of the ILM had a significant impact on activists in the UK and led to the establishment of user led organisations providing services and support for disabled people and their families. Early examples include the Spinal Injuries Association (SIA) established in 1973. The UK’s first CIL’s: Hampshire Centre for Independent Living (HCIL) and the Derbyshire centre for integrated Living (DCIL) opened in 1985 (Barnes and Mercer, 2006). The 1970s also witnessed the introduction of various legislative measures and policy initiatives to address disability issues. In the UK, the Chronically Sick and Disabled Person’s Act entered the statute books following a private members Bill by a Labour MP, Alf Morris, in 1970. The Act is widely regarded as the first piece of legislation in the world to introduce policies to improve equal opportunities for disabled people in community based services, education, housing and public buildings (Topliss and Gould, 1981). Three years later the US Congress passed the 1973 Rehabilitation Act, which included Section 504 prohibiting discrimination against disabled people in any federally funded programme. The United Nations (UN) introduced its Declaration on the Rights of Mentally Retarded Persons in 1971 and the Declaration on the Rights of Disabled Persons in 1975. The latter states clearly that:
‘Disabled persons, whatever the origin, nature and seriousness of their handicaps and disabilities, have the same fundamental rights as their fellow-citizens of the same age, which implies first and foremost the right to enjoy a decent life, as normal and full as possible’ (UN, 1975, article 3). Growing interest in disability at the international level produced in 1980 the World Health Organisation’s (WHO) first attempt to provide a universally acceptable definition of disability the International Classification of Impairment Disability and Handicap (ICDH), and a year later the UN’s International Year of Disabled People (IYDP).
The ICIDH was developed by a group of social scientists led by Philip Wood at the University of Manchester without the involvement of disabled people. Published in 1980, four years after the UPIAS definition, the stated aim of the ICIDH was to clarify concepts and terminology surrounding disability to facilitate accurate and comparable research and policy within and across nation states (Bury, 1997). Designed to complement the WHO’s International Classification of Disease (WHO, 1976), the ICIDH separates the concepts Impairment, Disability and Handicap as follows:
• Impairment ‘Any loss or abnormality of psychological, physiological or anatomical structure or function’
• Disability ‘Any restriction or lack (resulting from an impairment) of ability to perform an activity in the manner or within the range considered normal for a human being’
• Handicap ‘A disadvantage for a given individual, resulting from an impairment or disability, that limits or prevents the fulfilment of a role (depending on age, sex, social and cultural factors) for that individual (Adapted from WHO, 1980: 29). .
The ICIDH has been subject to several criticisms by disabled activists and allies. First, it relies exclusively on inividualistic medical definitions and bio-physical assumptions of ‘normality’. But ‘normality’ is a contentious concept influenced by various historical, cultural and situational forces (Abberley, 1993; Davis, 1995). Second, ‘impairment’ is identified as the cause of both ‘disability’ and ‘handicap’. Although handicap, or social disadvantage, is presented as neutral and the inevitable consequences of either impairment or disability, this is difficult to sustain. Many impairments do not inhibit an individual’s physical or intellectual capability. Examples include short stature, hair loss, skin blemishes. What is and what is not an impairment is historically, culturally and socially variable. For example, homosexuality is no longer considered an impaiment in some cultures but in others it is (Weeks, 1991). Handicap is therefore ideologically and culturally determined; neither ideology or culture are politically neutral. Finally, this approach places people with an actual or accredited impairment in a dependent position. Their condition is individualised and medicalized and therefore assumes that they are reliant upon professional experts and others to provide therapeutic and social support. As impairments are presented as the root cause of disability, logic dictates that they must be eradicated, minimised or ‘cured’. But where ‘cures’ are ineffective, which is more often than not the case, people labelled ‘disabled’ are viewed as economically and socially inadequate and in need of ‘care’. This has resulted in the generation of a thriving and costly ‘disability’ industry comprised of state institutions, private businesses, charities and voluntary agencies staffed by vast armies of professional helpers. The result is that disabled people’s assumed inadequacy and dependence is reified and assured (Stone, 1994; Wolfensberger, 1989; Albrecht, 1992; Oliver, 1990). The growing interest in disability issues at the international level led to the UN declaring 1981, the International Year of Disabled People. This signified a formal recognition that national governments are responsible for securing equal rights for disabled people. The following year the UN General Assembly adopted by consensus a World Programme of Action Concerning Disabled Persons and a global strategy on the prevention of disability. Other international initiatives quickly followed including the African Decade of Persons with Disabilities (2000-2009), the European Year of People with Disabilities 2003, the Asian and Pacific Decade of Disabled Persons (2003-2012), and the Arab Decade of Disabled Persons (2003-2012) (Albert, 2006).
Also in 1981 disabled activists formed Disabled People’s International (DPI). The DPI was established because of Rehabilitation International (RI)’s refusal to accept the equal participation of disabled delegates on its controlling body. Formed in 1922 as the International Society for Crippled Children, RI is an international organisation composed of rehabilitation professionals (Driedger, 1989: 18). DPI’s first world congress was held in Singapore in the following year and attracted 400 delegates representing national organisations run by disabled people from around the world including representatives of BCODP. As well as adopting a socio-political definition of disability, DPI’s stated policy revolves around the promotion of grass roots organizations and the development of public awareness of disability issues in the struggle for equality. Its slogan ‘nothing about is without us’ has been embraced by disabled people’s organisations around the world (Charlton, 1998). Taken together these forces were instrumental in the thinking behind the use of the phrase the social model of disability.
The arrival and impact of the social model
Prior to the 1970s, apart from one or two notable exceptions, academic interest in disability was limited almost exclusively to conventional, individualistic medical explanations. An important example is Talcott Pasons (1951) functionalist analysis of the role of the medical profession. For Parsons ‘health’ is ‘normal’ and sickness, and by implication impairment, is not and therefore socially deviant. The role of medicine is to regulate and control sickness by curing and returning ‘sick’ people back to health. Although this account is concerned with ‘acute’ rather than ‘chronic’ conditions, it has dominated sociological analyses of reactions to and the management of ascribed social deviance including disablement ever since (Barnes, Mercer and Shakespeare, 1999; Barnes and Mercer, 2003, 2010). A notable example is Erving Goffman’s (1968) account of the interactions between ‘normal’ and ‘abnormal’ people. Also during the 1960s particular attention was paid to the social construction of ‘mental illness’. Examples include Scheff (1966), Szasz, (1971) and Rosenhan (1973). The idea that mental illness and other forms of ascribed social deviance are little more than social constructs generated by an increasingly dominant and moralistic social order was given a further boost by the writings of the French philosopher Michel Foucault (1976: 1977). Consequently academic interest in the general area of ‘disability’ increased. Notable publications in the UK include The Meaning of Disability (Blaxter, 1976) and Poverty in the United Kingdom (Townsend,1979), American examples include The Making of Blind Men (Scott,1969), The Sociology of Physical Disability and Rehabilitation (Albrecht,1976) and Handicapping America (Bowe, 1978). But whilst each of these studies drew attention to the various economic and social consequences of the ascription of a conventional ‘disabled’ identity, none made any serious attempt to question its ideological and cultural underpinnings. The theoretical insights applied to the concept of cognitive impairments were never extended to address other conditions and particularly ‘physical disability’. The groundwork for this endeavour was laid by writers such as Finkelstein (1980), Attitudes and Disabled People, Ryan and Thomas’ (1980), The Politics of Mental Handicap, (1980), Shearer (1981), Disability: Whose Handicap and Sutherland (1981), Disabled we Stand, and the emergence of what is now referred to as Disability Studies.
The UK’s first ‘disability’ studies course The Handicapped Person in the Community, was conceived and produced by an interdisciplinary team at the Open University (OU) in 1975 as an optional module on the OU’s Health and Social Studies Degree. A key figure in the development of this course was a founder member of UPIAS and clinical psychologist, Vic Finkelstein. Aimed initially at professionals and voluntary workers the course’s primary objective was to help students improve their ‘professional and social skills in order to assist handicapped people to achieve maximum autonomy’ (emphasis added) (Finkelstein, 1997: 41). From the outset the course was criticised for its ‘sociological bias’ (Finkelstein, 1997: 46). It was updated twice before its abolition in 1994 and each time more and more disabled people were involved in the production of course materials. The final version of the programme was re-titled as ‘The Disabling Society’ to reflect its wider content. Over the years the OU team generated a wealth of material that provided the basis for the development of a whole host of disability studies related courses and professional training schemes at both the undergraduate and postgraduate levels in mainstream colleges and universities across the UK (Barnes, Oliver and Barton, 2002a). Disability Studies was pioneered in American universities by disability advocates and academics. The first course structured around ‘living with a disability’ was situated in the general area of medical sociology (Pfeiffer and Yoshida, 1995: 476). In 1981 Irving Zola, a disabled sociologist and Chairperson of the Medical Sociology Section of the American Sociology Association, founded the Disability Studies Quarterly and co-founded American’s Society for Disability Studies. At the turn of the 1980s 12 disability studies courses at various levels were offered in American institutions. By 1986 the number had risen to 23 (Pfeiffer and Yoshida, 1995). Taken together these developments led Mike Oliver, a disabled activist and lecturer, to coin the phrase ‘social model of disability’ in his contribution to a collection of five papers edited by a practicing social worker, Jo Campling, in 1981 entitled The Handicapped Person: A New Perspective for Social Workers. Campling’s previous work had included Better Lives for Disabled Women (1979) and Images of Ourselves: women with disabilities talking (1981); both focused on women’s experiences of living with impairment in the UK in the 1970s. Oliver’s initial aim was to provide an accessible key to understanding the importance of the UPIAS’ definition of disability and its implications for policy and practice for social work students. Hence:
‘This new paradigm involves nothing more or less fundamental than a switch away from focusing on the physical limitations of particular individuals to the way the physical and social environment impose limitations upon certain categories of people’ (Oliver, 1981: 28).
It is therefore an ‘heuristic device’ or aid to understanding which entails the adoption of the following key principles. First, a social model perspective is not a denial of the importance or value of appropriate individually based interventions, whether they be medically, re/habilitative, educational or employment based. Instead, it draws attention to their limitations in terms of furthering disabled people’s empowerment. Second, the social model is a deliberate attempt to shift attention away from the functional limitations of individuals with impairments onto the problems caused by disabling environments, barriers and cultures. In short, the social model of disability is a tool with which to provide insights into the disabling tendencies of modern society in order to generate policies and practices to facilitate their eradication. For advocates impairment may be a human constant but ‘disability’ need not and should not be. Although the concept social model has been linked to several sociological theories of disability (Priestley, 1998), it is generally associated with materialist perspectives (Adapted from Oliver 1996, 2004; Barnes, 1996; Barnes, Mercer and Shakespeare, 1999; Barnes and Mercer, 2003, 2010). Even so social model insights were ignored by many social scientists in the UK until the turn of the new millennium. Sociologists in particular continued to favour a ‘conventional’ functionalist, deviance approach albeit within a broader sociological framework. This has generated a growing literature on the mechanisms and processes by which people adapt to the onset of ‘chronic illness’ and impairment. See for example Anderson and Bury (1988). This burgeoning ‘sociology of chronic illness and disability’ has dampened down’ sociological interest in the wider social processes that create disability and as a result produced little in terms of theory and research (Thomas, 2007: 40).
The bulk of this literature focuses almost exclusively on the ‘failing body’ and ‘personal troubles’ disregarding the significance of social barriers to inclusion. This has recently been acknowledged by some medical sociologists such as Gareth Williams (2001) and Graham Scambler (2004) The latter provides a reappraisal of his earlier work on stigma in which he identifies a ‘hidden distress model’ of epilepsy (Scambler, 1989). He now maintains that this approach is at best ‘partial and at worst deficient in its failure to address sociologically a series of theoretical questions’ (original emphasis) (Scambler, 2004: 29). Yet this critique does not reject or abandon the medically dominated perceptions of impairment as social deviance. Instead, the deviance perspective must be strengthened with the development of a ‘new’ research agenda based on the assertion that
‘Any appreciation of why and how epilepsy persists as a significant condition must be articulated against the background of the logics of capitalist accumulation (of the economy) and mode of regulation (of the state) and their respective relations of class and command (Scambler, 2004: 42).
It is perhaps testament to the inward looking practices of many medical sociologists, and academia generally (Barnes, Oliver and Barton, 2002b) that Scambler chose to ignore the wealth of material already produced by disabled people and their organisations and writers working from a social model perspective in the UK and elsewhere that deal with these very issues. Indeed, the social model had become the ‘big idea’ (Hasler, 1993) and key factor in the mobilisation of disability activism during the 1980s and 90s. Notable examples include the struggle for anti- discrimination legislation to outlaw discrimination against disabled people and the campaign to legalise direct payments to enable disabled people to employ their own support workers (Campbell and Oliver, 1996). At its inception in 1981, the BCODP had seven member organisations; its membership had increased to 80 by 1990 (Barnes, 1991; 6). Disabled activists developed a range of innovative user led initiatives including a national network of telephone Disability Information and Advice Lines (DIAL) (Davis, 1981), integrated accessible housing schemes for disabled and non-disabled residents (Davis and Woodward, 1981), direct payments for disabled people to employ personal assistants (HCIL, 1981). In a paper inspired by a ‘social barriers model of disability’ Ken Davis describes how DCIL implemented a comprehensive ‘operational framework’ for service support based on seven needs and priorities formulated by disabled people. These include information, peer counseling and support, accessible housing, technical aids and equipment, personal assistance, accessible transport and access to the built environment (Davis, 1990: 7). By the turn of the decade there were at least 85 user led CIL type organizations offering or aspiring to offer these and other services for disabled people and their families (Barnes and Mercer, 2006). The politicization of disability also prompted the emergence of a burgeoning disability culture and arts movement. This includes disabled artists, musicians, poets and film-makers. The general aim is to give expression to the experience of living with impairment in a disabling society and help generate a celebration of difference and a positive disabled identity (Sutherland, 1997, 2006; Peters, 2000; Swain and French, 2000). The social model was also central to the development of Disability Equality These activities generated an expanding literature produced by mainly disabled writers. A key factor was the establishment in 1986 of the first international journal devoted exclusively to disability issues, Disability, Handicap and Society, renamed Disability and Society in 1993. Disabled researchers inspired by social model thinking produced ethnographic accounts of coming to terms with impairment and disability Examples include Oliver et. al. (1988), Morris (1989) and Barnes (1990). Building on UPIAS insights and Finkelstein’s (1980) account of the link between capitalism and the emergence of the disability category Oliver produced the first comprehensive materialist theory of disability in 1990: The Politics of Disablement. The following year the BCODP produced Disabled People in Britain and Discrimination: a case for anti discrimination legislation (Barnes, 1991) to bolster their campaign for an anti- discrimination law.
Social model thinking was instrumental to the development of Disability Equality Training (DET) courses devised and presented by disabled people. Primarily aimed at professionals and practitioners these courses focus on environmental and social barriers to generate possible solutions (Gillespie-Sells, and Campbell, 1991). This is in contrast to Disability Awareness Training presented by non-disabled professionals that tend to reaffirm disability as an individual problem with the use of simulation exercises (French, 1996). The year 1991 also heralded the emergence of a new approach to doing disability research founded on social model principles that placed disabled people and a social model approach at the centre of the research process: emancipator disability research (DHS, 1992). Thereafter a host of studies appeared focusing on a range of disability issues and conducted by mainly disabled researchers. Examples include disabling imagery and the media (Barnes, 1992; Hevey, 1992; Cumberbatch and Negrine, 1992), aging and disability (Zarb and Oliver (1993), direct payments and personal assistance Oliver and Zarb, 1992; Barnes, 1993; Zarb and Nadash, 1994), Independent living (Morris, 1993), ethnicity and ‘race’’ (Begum, 1992: Begum, Hill and Stevens, 1994), sexuality (Shakespeare, Gillespie-Sells and Davies, 1996) parenting (Wates, 1997) and employment (Roulstone, 1998). .
All of which has had a major influence on disability policy. In 1992, the British Government acknowledged for the first time that disability discrimination was a major problem and three years later the Disability Discrimination Act became law. In 1996, the Community Care (Disabled Persons) Act allowed local authorities to offer direct payments to disabled people. Hitherto this was technically illegal under the 1948 National Assistance Act (Zarb and Nadash, 1994). The Disability Rights Commission (DRC) was established in 2000 employing a social model definition of disability (DRC, 2002). The Government formally adopted a social model definition in its report of 2005 Improving the Life Chances of Disabled People (PMSU, 2005). Social model rhetoric if not policy is now clearly evident in the publications of a host of agencies dealing with disability and related issues in both the statutory and voluntary sectors across the UK (Oliver and Barnes, 2006; Shakespeare, 2006; Barnes and Mercer, 2010). Social model thinking is also evident in policy statements and documents at the international level. In 1993, the UN produced the Standard Rules on the Equalisation of Opportunity for People with Disabilities. This document outlines a radical programme for governments to follow in identifying and securing equality for disabled people UN 2003/4). The UN’s Convention on the Rights of Persons with Disabilities and its Optional Protocol was adopted in December 2006. Negotiated over eight sessions of an Ad Hoc Committee of the General Assembly including representatives of disability organisations it marks the first human rights treaty of the 21st century. With 50 articles, the Convention is the most comprehensive document yet produced on the rights of disabled people (UN Enable, 2009). The European Union sanctioned the social model of disability in its policy Action Plan of 2003 (Commission of the European Communities, 2003: 4). A social model perspective played a key role in the Rethinking Care from Disabled People’s Perspectives sponsored by the WHO’s Disability and Rehabilitation Team. This was a two-year project and conference supported by the Norwegian Government that involved professionals, disabled people, and their families from all over the world (WHO, 2001). Furthermore, the WHO’s recent International Classification of Functioning and Health (ICF) to replace the much maligned ICIDH also claims to incorporate social model insights into its construction (WHO, 2005). Whilst there is not the space here to provide an extensive critique of the ICF, it is sufficient to point out that it is three tier construct albeit with different terms for disability and handicap: ‘activity’ and ‘participation’ respectively, and founded on western notions of ‘scientific’ medicine and normality. Further, the ICF is presented as apolitical and acknowledges the role of the environment in shaping our understanding of disability. Yet the inference that impairment is the main cause of disablement is clearly retained in its title: the ‘biopsychosocial’ model of disability‘ (Barnes and Mercer, 2010).
In addition due to the critique of its activities from disabled people and their organisation (Hurst and Albert, 2006) and the appointment in 2004 of Judy Heumann, a key activist in America’s disabled peoples’ movement, as principal advisor on disability and development (Coleridge, 2006), the World Bank has since adopted a policy of ‘mainstreaming disability’ in all its programmes. In 2007 it published its Social Analysis and Disability: a Guidance Note which ‘offers a practical guide to integrating social analysis and disability inclusive development into sector and thematic projects and programs of the World Bank’ (p. 1).
But, although this document focuses on the importance of disability rights and institutional change the guidelines therein are not binding. Their impact depends on various factors including: the project or programme, local context and, most importantly, ‘available resources’ (p. 2). These must come from other sources such as international non-government organizations (INGOs), non government organisations (NGOs) and charities; The Bank is neither a charity nor human rights organisation. Its policies are determined by a neo-liberal/capitalist philosophy that strongly upholds the interests of big business and trans-national corporations. Its primary function is to provide loans for economic development which have to be repaid (Yeo, 2005). Moreover, many governments as diverse as the USA and China, have endorsed social model type rhetoric to introduced policies to secure disabled people’s rights (Doyle, 2008). Yet these policies have had only a marginal impact on the growing numbers of people labelled disabled in both rich and poor countries alike (Charlton, 1998; Albert, 2006; Chen and Ravilliaon, 2008; Inclusion Europe, 2008; Sheldon, 2010). All of which raises important issues for the growing numbers of academics and researchers engaged in Disability Studies.
The social model and its discontents
Since the 1980s, there has been an unprecedented upsurge of interest in the general area of disability amongst social scientists in universities and colleges across the world. This generated a growth in the number of journals dealing with disability issues and networks of researchers studying disablement from a variety of academic disciplines. Disability Studies is now an internationally recognized academic discipline with disability studies courses, research centres and professorial chairs (Barnes, Oliver and Barton, 2002a). This is to be welcomed as it raises the profile of disability issues in colleges and universities: the seed-beds for tomorrow’s politicians, policy makers and professionals. Perhaps inevitably with this heightened interest a number of important challenges to social model thinking have emerged which raise concerns about the discipline’s future direction and role in society. As indicated earlier, theoretical analyses of disability in the UK and the USA, are rooted in the political activities of disabled people in the 1960s and 70s. The American approach however differed from that of the UK in that it was dominated by professional academics and adhered to a conventional functionalist/deviance analysis commensurate with American ideology and culture: ‘radical consumerism’ and ‘independent living’ (De Jong, 1979). By way of contrast the foundations for a more comprehensive and radical social model inspired materialist analysis were laid by disable activists outside the academy (Barnes, Oliver and Barton, 2002a). This perspective is still prominent within the disability studies agenda in the UK and elsewhere (Charlton 1998; Gleeson, 1999; Hahn 2002), However, its significance has been seriously undermined over recent years by the emergence within the social sciences generally and disability studies in particular of post-modernist/structuralist perspectives. Since the coming to power of right of centre governments in America and the UK in the 1980s and the collapse of soviet style communism, there has been a gradual but significant de- radicalisation of the social sciences generally and a retreat from radical theories which pose a direct challenge to a capitalist neo- liberal world view (Harvey, 2010). This finds expression in Disability Studies in America and Canada in the work of Davis (1995), Mitchell and Snyder (1997) Thomson 1997, 2006) and Tremain (2002, 2005) and in the UK and Europe the writings of Corker and Shakespeare (2002), Shakespeare and Watson (2001), Shakespeare (2006), Kristiansen, Velmas and Shakespeare (2009) and Goodley (2011). In sum these approaches shift attention away from the primacy of economic forces in the creation of disablement toward a politically benign focus on culture, language and discourse. Whilst some studies acknowledge that cultural responses to impairment were transformed with the onset of industrialisation and non-disabled ‘normalcy’ (Davis, 1995), the focus is on the role of discourse rather than the economy and associate ideologies. Constructions of the body rather than the economic and social relations of capitalism are prioritised. Standards of physical health, mental balance and moral soundness are closely linked, so that defective bodies and minds are associated with ‘degeneracy’ (Young, 1990) and social anxieties (Thomson, 1997, 2006). ‘People with disabilities’ are therefore recast as a disadvantaged minority in the tradition of American politics and writings (Hahn, 2002). The postmodernist rejection of a ‘modernist’ world-view, ‘grand theorising’ and associate conceptual dualisms generated a critique of the social model and the impairment/disability distinction upon which it rests (Tremain, 2002, 2005; Shakespeare and Watson, 2001; Shakespeare, 2006). These arguments are fuelled by disabled feminist’s early assertions that impairment related experiences must be included in disability theorising (Morris, 1991; Crow, 1996), and that barrier removal would not solve the problems encountered by all disabled people because of the complexity and severity of particular conditions (French, 1993; Thomas, 1999). All of whom have subsequently acknowledged the importance of a social model analysis. For example, Jenny Morris stated in 2002:
‘The social model of disability gives us the words to describe our inequality. It separates out (disabling barriers) from impairment (not being able to walk or see or having difficulty learning)’…. Because the social model separates out disabling barriers and impairments, it enables us to focus on exactly what it is which denies us our human and civil rights and what action needs to be taken’ (Morris, 2000: 1-3).
Even so the social model as advocated by UPIAS and evident in the writings of Finkelstein (1980) and Oliver (1990) amongst others, is criticised for generating a totalising grand theory that excludes important dimensions of disabled people’s lived experience and knowledge. Critics and former advocates, such as Shakespeare and Watson (1997), for example, argue that the social model is an outdated ideology as the impairment/disability division upon which it rests is difficult to sustain. Also, that its emphasis on barrier removal is unrealistic. However, the claim that the impairment/disability distinction is false is to suggest that the division between the biological and the social is false. Whilst such assertions may be of interest to philosophers and some social theorists, they have little, if any, meaningful or practical value in terms of research, policy and practice. Besides helping to fuel further criticism of social model inspired writings by medical sociologists (Bury, 1996, 2000; Williams, 2003), they serve only to re-enforce within policy circles the traditional bias for ‘changing the person rather than changing the world (Bickenbach, 2009: 110). To reiterate the social model impairment, disability dichotomy is a pragmatic one that does not deny that some impairments limit people’s ability to function independently. Nor does it deny that disabled people have illnesses at various points in their lives and that appropriate medical interventions are sometimes necessary. Most people experience illness at various stages of the life course (Priestley, 2003). Impairment is a common occurrence often due to environmental and social causes (WHO, 1999; 2001; 2002). How people deal with impairment whatever its cause and severity is determined in many ways by their access to a range of social and material resources. The fact that increasing numbers of people with impairments do not have access to these resources in both rich and poor nation states is due in large part to the globalisation of a particular materialist world view that prioritises the pursuit of profit over equality and social justice. Whilst postmodernist accounts reaffirm the importance of cultural in the process of disablement they downplay the material reality of disabled people’s lives. They provide no meaningful insight into how the problem of institutional disablism might be resolved in either policy or politics. Indeed, if the postmodernist denial of the impairment/disability distinction is accepted then disability activism and politics are rendered inconceivable and ‘Impaired people might as well lie down to the discrimination and exclusion that disables their lives’ (Hughes, 2005:.90). As the problems with postmodernism have become overt some disability theorists have turned to a critical realist perspective similar to that favoured by medical sociologists. Shakespeare, for instance, argues that this is ’the most helpful way of understanding the social world, because it allows for complexity’ (2006, 55). This enables him to justify an allegiance to the ICF and a ‘relational’ understanding of disability promoted by researchers in Nordic countries (see also Watson, 2010 and Goodley, 2011).
However, such arguments fail to address Williams’ (1999) assertion that a critical realist approach runs in marked contrast to recent developments in disability theory, and post modernist thinking in particular, as a basis upon which to fashion ‘health care “fit” for the 21st century’ (Williams, 1999: 815). It is notable too that in Nordic states’ welfare and educational policies continue to rely on medical and psychological interpretations and labels. Research is essentially top down, apolitical and often concerned with defining and measuring impairment with reference to impairment specific groups such as those with ‘learning disabilities’, for example, rather than oppression or discrimination (Tøssebro and Kittelsaa, 2004; Soder, 2009). Consequentially discrimination and oppression remain largely unchecked (Gustavson, 2004; Kristiansen and Traustadottier, 2005; Inclusion Europe, 2008).
Moreover the shift in emphasis away from a social model focus on structural forces has important implications for disabled people, their families and indeed the general population in both wealthy and poor countries alike. Since the coming of capitalism inequality within and across nation-states has escalated. This has been exacerbated over recent years by a succession of deepening global economic crises. These have fuelled long-standing concerns over environmental decay due to unregulated industrial development and its implications for a sustainable food supply in light of an unprecedented expanding global population (Harvey, 2010). Consequently as we move further into the new millennium economic and political stability in all countries is likely to be increasingly fragile and the struggle for a fairer and inclusive global society more difficult (Barnes and Sheldon, 2010). Social model insights have provided a theoretical and practical framework with which to explore and address these concerns. To ignore these achievements is to usher in the demise of Disability Studies and its relevance to disabled people, their families and the population as a whole and the struggle for a fairer and just society.
Final word
This chapter has focused on the various forces that have shaped what is generally referred to as the social model of disability. The combination or political activism and scholarship have helped generate a shift in perceptions of disability both nationally and internationally. Disability is now regarded in policy circles as not simply a medical issue but also a human rights concern. A major catalyst for this development has been the social model emphasis on the material and structural causes of disabled people’s disadvantage. This has led to the introduction of numerous legislative measures and policy initiatives to address the various economic and social deprivations encountered by disabled people across the world. Yet these policies have had only a marginal impact on the every day experience of disablement, and the majority of disabled people remain the poorest of the poor in all societies. And given the unprecedented economic, environmental and demographic challenges that lie ahead, this situation is likely to get worse before it gets better if at all. Consequently now more than ever we need to build on the insights of the social model and uncover the reasons why the policies to address disablism have been unsuccessful, and so contribute to the on going struggle for change. To shy away from this task and focus instead on abstract and obscure theorising that has little or no relevance beyond the sterile confines of university lecture theatres and seminar rooms will almost certainly usher in the demise of Disability Studies as a credible and meaningful academic discipline (Oliver and Barnes, 1998, 2011; Sheldon, 2006). .
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CAPIRE IL “MODELLO SOCIALE DELLA DISABILITÀ”
Colin Barnes (traduzione di Angelo D. Marra)
Intersticios: Revista Sociológica de Pensamiento Crítico — http://www.intersticios.es
Sebbene l’espressione “modello sociale di disabilità” sia entrata per la prima volta nell’arena politica e sociale nel 1981, le sue fondamenta ideologiche sono sicuramente radicate nelle agitazioni politiche della metà del ventesimo secolo e nella politicizzazione della disabilità da parte di scrittori disabili e di attivisti nei primi anni ‘60. Spesso citato come “la grande idea” del movimento delle persone con disabilità, il pensiero ispirato al modello sociale della disabilità ha giocato un ruolo fondamentale nella mobilitazione dell’attivismo dei disabili e, più recentemente, nello sviluppo politico nel Regno Unito e in svariati paesi nel mondo. Ad ogni modo, nonostante l’apparente successo, sussiste ancora un generale fraintendimento su cosa sia effettivamente il modello sociale e su cosa rappresenti. In questo scritto intendo evidenziare taluni problemi che favoriscono il perpetuarsi di questa spiacevole situazione.
Introduction
Il tradizionale approccio medico individualistico alla disabilità.
Per capire il significato delle implicazioni del pensiero ispirato al modello sociale è importante ricordare che fino a poco tempo fa la disabilità veniva vista quasi esclusivamente come un problema medico del singolo individuo o come una “tragedia personale”. Sebbene sia comprovato, dal punto di vista antropologico, che la risposta della società alle persone con menomazioni, o con problemi di salute di lungo periodo, cambia consi- derevolmente a seconda del tempo, della cultura e dei luoghi, questo è il punto di vista che ha dominato la società occidentale almeno dal tardo diciottesimo secolo. In conseguenza di ciò le persone con disabilità sono state, nel tempo, tenute a distanza dai “normali” o “persone ordinarie”, perché ponevano apertamente in di- scussione valori unanimemente accettati, quali “sfortunato, inutile, diverso, oppresso e malato”. L’approccio medico individualistico alla disabilità è comunemente associato con la “Classificazione Internazio- nale di Menomazioni, Disabilità ed Handicap” (“International Classification of Impairment, Disability and Handicap”, di seguito ICIDH) dell’Organizzazione Mondiale della Sanità (OMS). La ICIDH venne sviluppata negli anni ‘70 da un gruppo di sociologi coordinati da Philip Wood. Lo scopo era quello di chiarire alcuni concetti e la terminologia che venivano usati in riferimento alla disabilità, al fine di facilitare la ricerca e le scelte politiche in quest’area di crescente importanza. In conseguenza dei danni della seconda guerra mondiale molti Stati avevano prodotto politiche assistenziali per persone “malate ed invalide”, ma in ragione della crescente prosperità e dei progressi della medicina il numero delle persone con disabilità era cresciuto in misura sostanziale. Per- ciò la necessità di una ricerca che fosse accurata e che producesse risultati comparabili si è intensificata sia a livello nazionale che internazionale.
Concepita quale complemento della già esistente “Classificazione Internazionale delle Malattie” dell’OMS, la Classificazione Internazionale di Menomazioni, Disabilità ed Handicap propone una distinzione tripartita tra Menomazione, Disabilità, e Handicap. Le tre diverse condizioni dell’uomo vennero definite come segue.
• Menomazione: qualsiasi perdita, o anormalità, di strutture o funzioni psicologiche, fisiologiche o anatomiche; essa rappresenta l’esteriorizzazione di uno stato patologico e in linea di principio essa riflette i disturbi a livello d’organo.
• Disabilità: qualsiasi limitazione o perdita (conseguente a una menomazione) della capacità di compiere un’attività nel modo o nell’ampiezza considerati normali per un essere umano. La disabilità rappresenta l’oggettivazione della menomazione e come tale riflette disturbi a livello della persona. La disabilità si riferisce a capacità funzionali estrinsecate attraverso atti e comportamenti che per generale consenso costituiscono aspetti essenziali della vita di ogni giorno.
• Handicap: condizione di svantaggio vissuta da una determinata persona, conseguenza di una menoma- zione o di una disabilità che limita o impedisce la possibilità di ricoprire il ruolo normalmente proprio a quella persona (in relazione all’età, al sesso e ai fattori socio-culturali). Esso rappresenta la socializzazione di una menomazione o di una disabilità e come tale riflette le conseguenze – culturali, sociali, economiche e ambien- tali – che per l’individuo derivano dalla presenza della menomazione e della disabilità. Lo svantaggio deriva dalla diminuzione o dalla perdita delle capacità di conformarsi alle aspettative o alle norme proprie dell’universo che circonda l’individuo.
Per esporre la tripartizione in altri termini, la “menomazione” riguarda le parti del corpo che non lavorano “normalmente”, e la “disabilità” è incentrata sulle attività che una persona non può svolgere, soprattutto le abilità di base della vita di tutti i giorni, mentre l’“handicap” si riferisce alle conseguenze sociali di menomazione o disabilità, indifferentemente. Il processo di “disabilitazione”, nell’accezione di processo che conduce all’handicap, è rappresentato in termini di categorie di conseguenze ben distinte, ma collegate tra loro.
MALATTIA O DISTURBO – MENOMAZIONE – DISABILITÀ – HANDICAP
Il concetto fondamentale della classificazione ICIDH è basato sulla sequenza: Menomazione –> Disabilità –> Handicap.
La classificazione ICIDH si presta ad essere criticata a diversi livelli. Le critiche possono riassumersi come segue:
Si fonda esclusivamente su definizioni mediche e su assunti bio-fisici di “normalità”. Al contrario, come hanno dimostrato numerosi studi, la “normalità” è un concetto altamente controverso e influenzato da una varietà di fattori storici e culturali e da circostanze contingenti.
La menomazione è definita come la causa sia della disabilità sia dell’handicap. Quest’ultimo è presenta- to come un fatto neutro a naturale e come conseguenza inevitabile di una delle due condizioni, menomazioneo disabilità. È importante qui notare che non tutte le menomazioni colpiscono la capacità fisica o intellettuale dell’individuo.
L’approccio adottato dalla classificazione ICIDH pone in una posizione di dipendenza le persone che abbiano una menomazione, reale o presunta. La loro condizione è analizzata da un punto di vista solo ed esclusivamente medico, e si basa sull’assunto che queste persone siano dipendenti da professionisti del cam- po medico per ogni tipo di supporto terapeutico e sociale.
In breve, poiché le menomazioni sono presentate come la causa prima del problema della disabilità, la logica impone che queste menomazioni vengano sradicate, minimizzate o “curate”. Ma quando le cure non sono efficaci, il che accade con una frequenza piuttosto elevata, le persone con menomazioni ed etichettate come “disabili” sono viste come non del tutto complete, non “normali”, e incapaci di partecipare e di apportare un contributo alla vita di tutti i giorni della comunità. Queste persone, perciò, hanno bisogno di “assistenza”. In molti paesi questo ha portato alla nascita di una florida e costosa “industria della disabilità”, che comprende istituzioni statali, imprese private, organizzazioni di carità e di volontariato, ed equipaggiata di vaste schiere di aiutanti professionisti fra cui dottori, infermiere, terapisti e operatori sociali. Il risultato complessivo è che quella inadeguatezza e dipendenza delle persone con disabilità che prima era solo presunta, diviene reale e viene rafforzata. Queste convinzioni non sono mai state seriamente messe in discussione fino agli anni ’60 e alla comparsa del movimento delle persone con disabilità.
Iil modello sociale della disabilità
Come riferito sopra, l’attivismo dei disabili è sorto a metà del ventesimo secolo come risposta alle molteplici restrizioni economiche e sociali che le persone con disabilità subivano nella maggior parte delle società “industriali” occidentali. In reazione a ciò, in vari paesi del mondo l’attenzione di vari scrittori disabili cominciò a concentrarsi sull’esperienza della “disabilità” e dell’”handicap” come forma di oppressione sociale o addirittura discriminazione istituzionalizzata.
A sostegno delle istanze politiche delle persone con disabilità e delle loro organizzazioni esiste una reinterpretazione socio-politica del fenomeno della disabilità, che viene comunemente definito il “modello sociale della disabilità”. Originariamente ideato dagli attivisti disabili in Gran Bretagna, questo approccio deriva dalle esperienze di vita dirette delle persone con menomazioni nella società occidentale. Senza dubbio, l’organizzazione più influente in termini di storia del pensiero ispirato al modello sociale della disabilità è l’Unione dei Disabili Fisici Contro la Segregazione, U.P.I.A.S. (Union of the Phisically Impaired Against Segregation). Fondata nel 1974, agiva essenzialmente attraverso corrispondenza a carattere confi- denziale e circolari diffuse tra i suoi membri. Questi scritti dovevano necessariamente mantenere carattere confidenziale perché molti membri dell’associazione vivevano in istituti.
I punti di vista espressi nei documenti dell’U.P.I.A.S. hanno condotto alla produzione dell’U.P.I.A.S. policy statement and costitution (la dichiarazione e costituzione della politica dell’U.P.I.A.S.), adottata per la prima volta nel 1974 e successivamente rivista nel 1976. Un’ampia discussione dell’analisi del U.P.I.A.S. sulla disabilità si trova nei “Principi Fondamentali della Disabilità” pubblicati nel 1976. Tale documento contiene una reinter- pretazione socio-politica della disabilità che delinea una distinzione cruciale tra il biologico ed il sociale, sicché:”Menomazione” denota “la mancanza di una parte di un arto o di un intero arto, ovvero la circostanza di avere un arto o un meccanismo del corpo difettosi”, e “Disabilità” è lo svantaggio o la restrizione di attività causati da una organizzazione sociale contemporanea che tiene in conto poco o per nulla le persone che hanno impedimenti fisici e perciò le esclude dalla partecipazione alle normali attività sociali.
In contrasto con le precedenti definizioni, l’U.P.I.A.S. ridefinì la disabilità come un qualcosa che una società intollerante ad ogni forma di imperfezione biologica, sia reale che immaginaria, attribuiva e imponeva alla vita delle persone con menomazioni. La responsabilità dello svantaggio vissuto dalle persone con disabilità è spostata dall’individuo disabile alle organizzazioni ed istituzioni della società contemporanea. La distinzione in lingua inglese è tra impairment e disability. Il termine impairment letteralmente significa menomazione, e questo spiega l’ampio uso della parola e suoi derivati nel corso del testo. Talvolta il termine inglese è stato tradotto con “impedimento” [N.d.T.].
Per mettere in pratica l’idea, Mike Oliver coniò l’espressione “modello sociale della disabilità” nel 1981. Questa venne usata inizialmente nei tirocini degli operatori sociali e professionali che lavoravano nel campo della disabilità e, più tardi, come strumento principale nel Disability Equality Training in opposizione al disability awareness training che era solitamente costruito su considerazioni e argomenti tradizionali, individualistici e specifici per la menomazione considerata.
È importante ricordare, in questa sede, cosa è effettivamente il modello sociale della disabilità. È un modello: ciò che i sociologi chiamano uno strumento euristico, ovvero un aiuto per la comprensione di un fenomeno. Tuttavia, in considerazione di talune recenti affermazioni imprecise su quello che il modello sociale della disa- bilità rappresenta realmente, è necessario ribadire quanto segue:
1) una prospettiva ispirata al modello sociale non nega l’importanza o il valore di interventi appropriati nella vita delle persone con disabilità basati sulla condizione individuale del soggetto, siano essi basati sulla medi- cina, sulla riabilitazione, sull’istruzione o sul lavoro, ma indirizza l’attenzione sui limiti di questi interventi, tesi a favorire l’inclusione in una società comunque costruita da “soggetti non-disabili” per “soggetti non-disabili”;
2) contrariamente all’approccio medico tradizionale, di tipo individualistico, nel modello sociale c’è il deliberato tentativo di spostare l’attenzione dalle limitazioni funzionali delle persone disabili ai problemi causati dagli ambienti disabilitanti, da barriere e da culture che rendono disabili;
3) è un approccio olistico che spiega quali problemi specifici vengono vissuti dalle persone con disabilità, avendo riguardo alla totalità dei fattori ambientali e culturali che rendono disabili. Fra i vari fattori disabilitanti sono ricompresi l’istruzione non accessibile, sistemi di comunicazione e informatici, gli ambienti di lavoro, sussidi di invalidità inadeguati, servizi sanitari e di solidarietà sociale discriminatori, trasporti inaccessibili, edifici pubblici ed alloggi con barriere, nonché l’immagine negativa che svaluta le persone con disabilità trasmessa dai media.
In breve, il modello sociale di disabilità è uno strumento con cui è possibile smascherare le tendenze “disabilizzanti” della società moderna per generare politiche e pratiche in grado di facilitarne lo sradicamento. Non è una teoria, anche se è stata il fondamento per lo sviluppo di un approccio pratico onnicomprensivo come spiegato nel lavoro di Mike Oliver. Tuttavia, spesso si sostiene che la divisione concettuale tra minorazione e disabilità, su cui riposa il modello sociale della disabilità, sia in realtà falsa18. Ma la nuova definizione adottata dall’U.P.I.A.S. circa la disabilità e la menomazione è stata un preciso tentativo di sganciare l’aspetto biologico dalle conseguenze sociali. Sostenere che questa distinzione è falsa è come sostenere che la distinzione tra individuo e società è falsa. Per quanto affermazioni del genere possano rivestire interesse per i filosofi e alcuni teorici della società, io credo che abbiano poco valore, se ne hanno alcuno, in termini di ricerca, scelte politiche e pratiche. Questo non vuol dire che il termine “menomazione” non sia problematico, poiché è di comune evidenza che esso si riferisca a corpi indeboliti o danneggiati. Può essere rilevante quando è usato in relazione alle ridotte capacità di qualcuno quali conseguenze di incidenti o infermità, ma lo è meno in riferimento a situazioni congenite o che non afferiscono alla capacità degli individui di compiere determinate attività. Quelli di noi che sono nati con menomazioni normalmente realizzano di essere “diversi” solo quando entrano in contatto con altre persone “non disabili”.
Inoltre è importante ricordare anche che, sebbene originariamente limitata agli impedimenti fisici, poco dopo la sua introduzione la definizione dell’U.P.I.A.S. venne adattata ed adottata dal movimento delle persone con disabilità – sia a livello nazionale che internazionale – per includere tutti tipi di impedimento: fisico, sensoriale, intellettivo.
Parte integrante di questa nuova definizione è il concetto che tutte le condizioni fisiologiche hanno implicazioni psicologiche e tutti i problemi psicologici hanno conseguenze fisiche. Questo è perciò un concetto onnicomprensivo che racchiude tutti gli ambiti della disabilità compresi, per esempio, gli utenti dei Servizi di salute mentale, e coloro che ad essi sono sopravvissuti.
Questo comprova il fatto che le etichette sono generalmente imposte piuttosto che scelte, e che esse costi- tuiscono, in ragione di ciò, fattori di divisione politici e sociali. Ciò comprende anche, implicitamente se non esplicitamente, l’idea che anche i significati di “disabilità” e quello di “menomazione” sono delle costruzioni sociali. A ben vedere, un concetto chiave del modello sociale sulla disabilità è che gli atteggiamenti nei con- fronti delle persone con disabilità sono culturalmente, storicamente e socialmente determinati.
L’impatto del pensiero orientato al modello sociale.
Non ci sono molti dubbi sul fatto che la reinterpretazione del fenomeno della disabilità come questione socio- politica, unita alle intuizioni proprie del modello sociale, abbia avuto un impatto considerevole sul movimento delle persone con disabilità sia nel Regno Unito che fuori. Adottato dal British Council of Organisations of Di- sabled People (BCODP), la rete britannica delle organizzazioni gestite direttamente da disabili, adesso nota come British Council of Disabled People, il modello sociale della disabilità divenne la parola d’ordine degli attivisti per la disabilità sparsi per l’Inghilterra negli anni ’80 e ’90. Come l’autrice con disabilità Jenny Morris ha recentemente affermato :
Il modello sociale della disabilità ci fornisce le parole per descrivere la nostra diseguaglianza. Tiene separate le barriere (che rendono disabili) dalle singole incapacità (non essere in grado di camminare, di vedere, o ave- re difficoltà di apprendimento) […] Poiché il modello sociale della disabilità separa nettamente le barriere che ci rendono disabili dalle singole incapacità, ci consente di concentrarci esattamente su ciò che ci nega i nostri diritti umani e civili e sulle azioni che è necessario intraprendere. Conseguentemente, il pensiero ispirato al modello sociale e l’enfasi sulle barriere che rendono disabili hanno svolto un ruolo significativo nella mobilitazione del movimento delle persone con disabilità e delle varie cam- pagne di opinione che hanno caratterizzato le politiche sulla disabilità e la sicurezza sociale nel Regno Unito più o meno nell’ultimo decennio. Ne sono esempi degni di nota la lotta per la legislazione anti-discriminatoria, volta a dichiarare illegittima la disparità di trattamento nei confronti delle persone con disabilità e le campagne per la legalizzazione del “pagamento diretto, tese a consentire alle persone con disabilità di assumere direttamente il personale che presti loro assistenza. Inoltre, oltre che nelle organizzazioni gestite da persone con disabilità, la retorica propria del modello sociale, pur se non ancora applicata come regole di condotta, oggi traspare nelle pubblicazioni di un gran numero di organizzazioni ed agenzie che si occupano a vario titolo di disabilità e di questioni correlate, sia nel settore dell’autonomia privata che nel pubblico. Ne sono esempi la Disability Right Commission, la Leonard Cheshire Fondation, i Trust dell’NHS come il Liverpool NHS Primary Care Trust e i settori competenti ai servizi sociali degli enti locali come quello di Leeds.
Sul piano internazionale, la definizione di disabilità elaborata dall’U.P.I.A.S. venne adottata dal movimento internazionale delle persone con disabilità rappresentato da DPI (Disabled People International) nel 1981, sebbene i termini “disabilità” ed “handicap” fossero inizialmente sostituiti alle parole “menomazione” e “disabilità” a causa di alcune perplessità relative al termine “menomazione” di alcuni delegati di DPI. Tuttavia, DPI Europa ha successivamente rivisto questa scelta in ragione dell’inquietudine generata dal termine “handicap”. All’interno del mondo anglosassone, la questione non è legata necessariamente a quali termini usare quanto al significato che a questi è ricollegato; in particolare, la ridefinizione del rapporto disabilità/handicap come oppressione sociale, e l’adozione di un “modello sociale” (o analisi socio-politica), della sua origine, del suo perpetrarsi e della sua abolizione. L’influenza di DPI a livello internazionale, particolarmente all’interno delle Nazioni Unite, è indiscutibile. Una prospettiva aderente al modello sociale della disabilità è implicita, se non addirittura esplicita, in vari documenti delle Nazioni Unite. Le regole standard sulle pari opportunità e l’uguaglianza delle persone con disabilità sono solo uno degli esempi. In termini di politiche dell’unione europea un recente piano d’azione europeo afferma chiaramente che oggi esiste un modello sociale della disabilità europeo:
“… l’Unione Europea vede la disabilità come una costruzione sociale. Il modello sociale della disabilità dell’Unio- ne pone in rilievo le barriere ambientali della società che impediscono la piena partecipazione delle persone con disabilità nella società. Queste barriere devono essere rimosse”. A ciò si aggiunga che una prospettiva orientata al modello sociale ha giocato un ruolo chiave nella recente iniziativa “Ripensare l’Assistenza partendo dalle Prospettive delle Persone con Disabilità”, lanciata dal Disabili- ty and Rehabilitation Team dell’OMS; un progetto biennale che ha coinvolto professionisti, persone con disabi- lità e loro familiari da tutto il mondo. Inoltre, anche l’ICF, recentemente sviluppato dall’OMS per sostituire la vecchia classificazione ICIHD di cui si è parlato molto male, (anche noto come ICIHD-2) dichiara di incorporare in sé anche il modello sociale della disabilità.
Considerazioni conclusive
Nonostante le considerazioni che precedono, è importante ricordare che l’apparente accettazione del pensiero ispirato al modello sociale da parte del mondo politico e della società, sia in Gran Bretagna che nel mondo, deve ancora tradursi in scelte politiche e linee di condotta significative e realmente applicabili. Sebbene molti Stati oggi abbiano una qualche forma di legislazione antidiscriminatoria per fronteggiare le varie forme di “discriminazione istituzionalizzata” contro le persone con disabilità che caratterizzano molte società contemporanee, il progresso è penosamente lento. Le varie leggi e le linee di condotta introdotte negli anni recenti per affrontare questo problema sono piene di aggiustamenti e clausole di esonero, che le rendono quasi del tutto inefficaci ed inapplicabili. Questo è eviden- te specialmente nella legislazione in materia edilizia, che sin dal 1982 venne considerata una – se non lamaggiore – barriera per l’autonomia e l’indipendenza delle persone con disabilità. Il risultato finale è che la maggioranza delle persone con minorazioni continua ad incontrare un’ampia serie di barriere economiche, politiche e culturali per avere una vita “normale” le quali, spesso e volentieri, rendono queste persone social- mente ed economicamente dipendenti dai loro familiari, amici e dalla società in generale. Il perdurare in esistenza di tali forme di barriere serve solo ad inibire lo sviluppo morale, culturale ed economico degli Stati ed, a ben vedere, della società umana nel suo complesso. La rimozione di queste barriere è attesa da troppo tempo.
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