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Article Canadian Journal of Occupational Therapy

2017, Vol. 84(1) 58-68


DOI: 10.1177/0008417416638858

Occupational injustice: A critique ª CAOT 2016


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L’injustice occupationnelle : une critique

Karen R. Whalley Hammell and Brenda Beagan

Key words: Capabilities; Human rights; Occupational well-being; Social justice; Theory; Wellness.
Mots clés : bien-être occupationnel; capacités; droits de la personne; justice sociale; mieux-être; théorie.

Abstract
Background. Although the idea of occupational injustice pervades the occupational therapy literature, there has been little
scholarly debate concerning this construct or the parameters of the five identified forms of occupational injustice. Purpose. The
aims of this paper are to highlight conceptual confusions, foreground some inherent questions that have been neither
acknowledged nor addressed, and question the theoretical and practical utility of five manifestations of occupational injustice.
Key Issues. Few theorists have contributed to the occupational injustice literature. Significant definitional confusion exists
concerning the five forms of occupational injustice with some forms described as subsets of others. The inherent problems of
judging occupational injustice have not been addressed. Implications. If occupational injustice were understood as a violation of
occupational rights—human rights to achieve well-being through occupation—many of the problems of identifying a situation
of occupational justice or injustice would be resolved. Using the capabilities approach to human rights would facilitate this
endeavour.

Abrégé
Description. Bien que la notion d’injustice occupationnelle soit répandue dans la littérature en ergothérapie, il y a eu peu de
débats savants sur ce construit ou sur les paramètres des cinq formes d’injustices sociales identifiées. But. Le but de cet article est
de mettre en relief certaines confusions conceptuelles, d’attirer l’attention sur quelques questions inhérentes n’ayant pas été
reconnues ou abordées, et de remettre en question l’utilité théorique et pratique de cinq manifestations d’injustice
occupationnelle. Questions clés. Peu de théoriciens ont contribué à la littérature sur l’injustice occupationnelle. Il existe une
certaine confusion quant à la définition des cinq formes d’injustice occupationnelle, car certaines formes sont décrites comme des
sous-ensembles des autres formes. Les problèmes inhérents à l’identification d’une situation d’injustice occupationnelle n’ont pas
été abordés. Conséquences. Si l’injustice occupationnelle était considérée comme une violation des droits occupationnnels—
les droits de la personne d’atteindre le bien-être par l’occupation—bon nombre des problèmes liés à l’identification d’une
situation de justice ou d’injustice occupationnelle seraient résolus. L’adoption de l’approche par les capacités permettrait de
déterminer plus facilement si les droits de la personne ont été enfreints.

Funding: No funding was received to support this work.

Corresponding author: Karen R. Whalley Hammell, Box 515, Oxbow, SK, S0C 2B0, Canada. Telephone: þ1 306 483 2380 or þ1 604 564 7252. E-mail:
ik.hammell@sasktel.net
Canadian Journal of Occupational Therapy 84(1) 59

T
he idea of occupational injustice pervades the literatures increase individual, community, and political awareness,
of occupational science and occupational therapy, and resources, and equitable opportunities for diverse occupational
five manifestations of occupational injustice have been opportunities which enable people to meet their potential and
identified, described, and re-circulated. However, there has been experience well-being’’ (p. 257). Subsequent work undertaken
little scholarly debate concerning the constructs and utility of by Wilcock and Townsend (2000) resulted in a new definition,
either occupational justice or injustice, or concerning the para- such that occupational justice was said to be ‘‘equitable oppor-
meters of the five selected forms of occupational injustice. Exist- tunity and resources to enable people’s engagement in mean-
ing contradictions, confusions, and overlaps between the ingful occupations’’ (p. 85). Thereafter, Nilsson and Townsend
definitions of these five perceived forms of injustice are bewil- (2010) described occupational justice ‘‘from a Western per-
dering for students and unhelpful for practitioners. spective as a justice of difference: a justice to recognize occu-
In the absence of scholarly debate, the theoretical constructs pational rights regardless of age, ability, gender, social class, or
that inform occupational therapy are in danger of becoming just other differences’’ (p. 58).
whatever a theorist says they are. Thus, definitions of occupa- Despite the longevity of the concept, very few scholars
tional injustices that were originally proposed by theorists tend have participated in advancing the concept of occupational
to be reiterated as if they are ‘‘carved in stone’’ and imbued with justice. In their conceptual review, Durocher, Gibson, and
‘‘truth.’’ Within occupational therapy ‘‘there has been a notable Rappolt (2014) noted that the number of scholars who had
lack of scholarly articles presenting counter-arguments to theo- contributed to the occupational justice literature was
retical ideas’’ (Duncan, Paley, & Eva, 2007, p. 200), and it is remarkably small, with 11 of the 13 works identified in their
therefore imperative for occupational scientists and occupa- review being authored by combinations of only four theor-
tional therapists to empirically study and critically analyze ists: Townsend, Wilcock, Whiteford, and Stadnyk. It has
dominant theoretical ideas, such as those concerning occupa- been suggested that lack of conceptual clarity has deterred
tional justice and injustice (Frank, 2012). Such critical analysis others from engaging with occupational justice and that as a
is overdue. Thus, for example, a Wikipedia entry titled ‘‘Occu- consequence, occupational justice has some demonstrable
pational injustice’’ (Wikipedia, 2014) has been patched together deficiencies, including the lack of a clear definition, lack
from a handful of sources cherry-picked from the occupational of guidance as to how occupational justice might be iden-
therapy literature. Yet the dearth of scholarly debate within tified, lack of differentiation between the concepts of justice
either occupational therapy or occupational science about the and of rights, and lack of justification for the differentiation
definition of occupational justice, the parameters of occupa- between occupational justice and social justice (Hammell, in
tional injustice, and serious questions concerning the utility and press).
value of these concepts makes a deposition in such an important From 2004, Townsend and Wilcock (2004a) began to iden-
public forum premature, at best. tify occupational injustices, which were defined as ‘‘socially
Stadnyk, Townsend, and Wilcock (2010) have recognized structured, socially formed conditions that give rise to stressful
‘‘the need for questioning, testing, refinement, and critique of occupational experiences’’ (p. 251). Later, occupational injus-
the ideas, reasoning, beliefs, and principles related to occupa- tice was redefined by Nilsson and Townsend (2010) as ‘‘an
tional justice’’ (p. 334). A previous paper has provided a cri- outcome of social policies and other forms of governance that
tique of occupational justice (Hammell, in press). Accordingly, structure how power is exerted to restrict participation in the
this paper seeks to add a critique to the tiny body of work that everyday occupations of populations and individuals’’ (p. 58).
critically analyzes occupational injustice with the hope that this More recently, it has been asserted that ‘‘by definition, occu-
will encourage many others to engage in scholarly and reflec- pational injustice refers to ongoing deprivation or patterns of
tive debates about justice and injustice, human rights, and disruption that jeopardize children’s development, create sub-
occupation. The aims of this paper are to highlight conceptual stantive health issues, and reduce individual’s [sic] lifespan’’
confusions concerning occupational injustices, to foreground (Wilcock & Hocking, 2015, p. 392). Occupational injustices
some of the inherent questions that have been neither acknowl- have thus been depicted both as the conditions that produce
edged nor addressed, to question the theoretical and practical stressful occupational experiences and as the outcomes of these
utility of a plethora of vaguely defined ‘‘occupational injus- conditions.
tices,’’ and to encourage occupational therapists to consider Townsend and Wilcock (2004a) identified three outcomes
injustice as a violation of occupational rights that might be of occupational injustice: occupational deprivation (which had
identified and addressed using a capabilities approach: a originally been named and described by Whiteford, 2000),
means to examine people’s opportunities and abilities to occupational alienation, and occupational imbalance, to which
‘‘do’’ from a human rights perspective. an additional outcome—occupational marginalization—was
subsequently added by the same pair of theorists (Townsend
& Wilcock, 2004b). Earlier, the concept of occupational apart-
heid had been identified and described by Simó-Algado,
Occupational Justice and Injustice(s) Mehta, Kronenberg, Cockburn, and Kirsh (2002). Thus, the
Occupational justice was first named and defined by Wilcock existing literature identifies five specific manifestations, or out-
(1998) as ‘‘the promotion of social and economic change to comes, of occupational injustice.

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60 Hammell and Beagan

Outcomes of Occupational Injustice alienation is not unique to occupational therapy and occupa-
tional science, and had already been the subject of considerable
Occupational Deprivation academic interest, it is important that attention be paid to the
The concept of occupational deprivation was originally defined different meanings with which the term has been imbued
by Whiteford (2000) as ‘‘a state of preclusion from engagement and the implications of discrepant understandings. When
in occupations of necessity and/or meaning due to factors that occupational therapists and occupational scientists speak of
stand outside the immediate control of the individual’’ (p. 201). occupational alienation, their meaning and intent may be mis-
Townsend and Wilcock (2004b) subsequently offered a differ- understood by scholars from other disciplinary traditions and
ent perspective, proposing that ‘‘occupational deprivation may by colleagues, such as social workers, whose educational back-
also arise when populations have limited choice in occupations ground has been informed by the social sciences and philoso-
because of their isolated location, their ability or other circum- phy. This is of obvious importance if we wish to work in
stances’’ (p. 81). This broad approach to the notion of occupa- collaboration with others to counter injustices that negatively
tional injustice prompts such questions as Does residence in a impact people’s occupational opportunities and their lives.
remote, rural area, by definition, result in occupational depri- Moreover, occupational therapists and scientists need to be
vation, and is rural living thus inherently detrimental to human aware of the customary way in which occupational alienation
well-being? Do limited physical or cognitive abilities inevita- is understood.
bly result in occupational deprivation, or does the environment Marx (1964) focused his analysis of occupational aliena-
have any influence on the creation of occupational injustice tion on the meaning for workers of losing choice and control
among disabled people? over the conditions of their occupational lives and of the impact
Stadnyk et al. (2010) more recently identified occupational on their physical and mental well-being of work devoid of
deprivation as a form of social exclusion resulting from restric- interest, satisfaction, and inherent reward or that failed to chal-
tions on populations in diverse contexts (e.g., refugee camps or lenge their abilities. This conceptualization appeared to be
other isolating situations) to participate in occupations that echoed in Townsend and Wilcock’s (2004b) characterization
would promote their health and well-being. Congruent with of occupational alienation as ‘‘demeaning, soulless, tiresome,
Whiteford’s (2000) original depiction of occupational depriva- coercive participation in occupations [people] find meaning-
tion, this injustice was now reframed as being an outcome of less’’ (p. 81). Clearly, Marx understood occupation in terms of
factors outside the control of individuals and no longer located paid employment, whereas occupational scientists and occupa-
in the residential location or inabilities attributed to individuals. tional therapists use the term occupation to encompass every-
However, Whiteford’s important emphasis on occupations of thing that humans do in their everyday lives, but the ongoing
necessity and/or meaning (and those that might not necessarily failure of theorists within occupational science and occupa-
enhance health or well-being) was omitted. Further, the funda- tional therapy to acknowledge and engage with the existent
mental idea of occupational choice and attention to those struc- body of literature concerning occupational alienation is
tural inequities that constrain choice—identified by Townsend regrettable.
and Wilcock (2004b)—were erased with Stadnyk et al.’s def- Marx’s concern with alienation centred on the structural
inition. The importance of structural inequities to the ability conditions of work within a capitalist context and of the ways
and opportunity to act on one’s occupational choices is revis- in which many workers are estranged from the products of their
ited later in this paper. labours. Kohn (1976) addressed alienation from a psychologi-
To date, there appears to have been no scholarly debate to cal perspective and argued that because ‘‘alienation . . . refers
achieve a clear and practical definition of occupational depri- to people’s conceptions of the external world and of self, in
vation or to achieve consensus on its perceived parameters. Nor other words, to their orientations’’ (p. 114), it is unclear how
have there been any guidelines for the assessment of occupa- occupational alienation might be identified or measured. More-
tional deprivation, nor suggestions for how the remediation of over, Kohn also pointed out that ‘‘‘alienation’ is an extraordi-
occupational deprivation might be identifiable. narily vague and imprecise term’’ (Kohn, 1976, p. 114), and he
therefore questioned ‘‘the theoretical utility of retaining as an
Occupational Alienation analytic concept a term with such diverse meanings’’ (Kohn,
1976, p. 115). Surprisingly, these important issues have been
Occupational alienation was defined by Townsend and Wil-
neither identified nor addressed within the occupational injus-
cock (2004a) as ‘‘the outcome when people experience daily
tice literature.
life as meaningless or purposeless’’ (p. 252). Surprisingly, the
Stadnyk et al. (2010) explained that among those in paid
substantial body of scholarly work by Marx (1964) and his
work, ‘‘some occupations may enrich people mentally and
followers (e.g., Kohn, 1976) concerning occupational aliena-
spiritually, whereas other occupations are experienced by some
tion was not referenced by Townsend and Wilcock. Nor have
or all people as boring or lacking meaning’’ (p. 339), and they
there been subsequent efforts by scholars within the occupa-
indicate specific occupations that may generate a sense of
tional injustice literature to identify congruencies or diver-
occupational alienation: ‘‘These are usually occupations that
gences between original and recent conceptualizations of
are highly standardized, rigidly repetitive, and without oppor-
occupational alienation. Because the concept of occupational
tunities for individual choice, control, decision making, or

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Canadian Journal of Occupational Therapy 84(1) 61

creativity’’ (p. 339). This depiction of occupational alienation The latter depiction of occupational imbalance was reas-
thus melds Marx’s emphasis on structural conditions with serted by both Stadnyk et al. (2010) and Nilsson and Townsend
Kohn’s focus on psychological reactions. (2010), who described this as a form of social exclusion result-
Sociologists contend that work that is rich in gratifying ing from restricting a population so that some people have too
experiences, such as self-fulfilment, meaning, pride, and self- little to do every day while others have too much to do. This
esteem, is ‘‘the privilege of the few, a distinctive mark of the implied that occupational balance pertained to the quantity of
elite’’ (Bauman, 1998, p. 34), suggesting that work that lacks occupations that ought to be undertaken within populations but
meaning may be the norm rather than the exception. Research was promptly confounded by Stadnyk et al.’s assertion that
suggests, however, that mundane occupations are not inher- balance would result when all persons experienced a range of
ently meaningless. For example, Muslim Albanian immigrant the occupations that would promote their health and well-
men living in Switzerland explained that because their daily being—a statement that seemingly returned the definition of
occupations were primarily focused on doing things for their occupational imbalance to that outlined by Townsend and
families, their menial and exhausting jobs were experienced as Wilcock (2004a), who had initially depicted imbalance as con-
a meaningful contribution toward their children’s futures stituting problematic patterns within individuals’ daily occupa-
(Heigl, Kinébanian, & Josephsson, 2011). Critics note, how- tions (i.e., variation).
ever, that ‘‘meaningful’’ is not necessarily positive: The mean- It is, perhaps, surprising that the concept of occupational
ing derived from occupation might be, for example, imbalance has not been critiqued by occupational scientists and
demeaning, boring, or frustrating (Hammell, 2009). Moreover, occupational therapists with reference to the significant body of
meaning may be experienced on a continuum, with some occu- scholarly work exploring occupational balance (e.g., Backman,
pations more meaningful than others. Clearly, this complex 2004; Wagman, Håkansson, & Björklund, 2012; Westhorp,
issue deserves further attention from theorists of occupational 2003), and this raises several pressing concerns: Without a
injustice. clear conceptualization of what constitutes occupational bal-
Recently, occupational alienation has been described by ance, how might it be determined whether an occupational
occupational scientists and therapists as a form of social imbalance exists? And if occupational balance cannot be iden-
exclusion through restricting a population from experiencing tified, how will it be determined whether an occupational
meaningful and enriching occupations (Nilsson & Townsend, imbalance has been resolved? There are other significant chal-
2010; Stadnyk et al., 2010). How this differs from occupa- lenges, already identified within the literature pertaining to
tional deprivation (a form of social exclusion resulting from occupational balance (Hammell, 2004): Who is privileged to
restrictions on populations; Stadnyk et al., 2010) or from determine what constitutes occupational balance or imbalance?
occupational marginalization (see below) is unclear. Stadnyk Whose values are reflected in judgements about the ‘‘proper’’
et al. (2010) have further asserted that ‘‘to be regimented, use of time? And is balance among occupations a function
confined, and possibly exploited in daily occupations at work solely of the distribution of time, or of subjective experience,
or elsewhere becomes a matter of justice when some people or of the fulfilment of individual or collective needs? Further
are privileged while others are alienated’’ (p. 340), suggesting questions include If balance—or imbalance—is defined by
additional overlap with the concept of occupational someone other than the people engaged in the occupations,
marginalization. by what authority does he or she do so, and of what value is
Importantly, this concept surely belies assessment. How his or her opinion? By what measure might it be possible to
might occupational alienation be evaluated and from whose determine whether an imbalance has been converted to a bal-
perspective? And how might it be determined whether aliena- ance? Without an objective way of appraising balance, how
tion has been alleviated? will imbalance be determined? By subjective opinion? Whose?
The fundamental reality that the determination of occupa-
tional imbalance requires a judgement to be made about
Occupational Imbalance
whether people’s use of time is suboptimal has not been
Townsend and Wilcock (2004a) named occupational imbal- addressed within the occupational injustice literature. This is
ance as an occupational injustice, citing the assumption that problematic because decisions about which occupations and
human health and well-being depend upon a variation in peo- patterns of occupational participation are deemed desirable and
ple’s occupational engagement. The culturally specific nature healthy tend to be made by the dominant social group (Bail-
of this assumption has yet to be addressed. A second depiction liard, 2016) without recourse to the views and values of those
of occupational imbalance was also provided, ‘‘in which some whose occupations are being judged. Neither has there been
people are overoccupied [sic], or occupationally overburdened, any ethical debate about the inherent risk of imperialism—of
and others are underoccupied [sic], or occupationally injustice—when the occupations of others are diagnosed as
deprived’’ (Townsend & Wilcock, 2004a, p. 253). Clearly, imbalanced.
these are two very different phenomena: One depiction of Further, the existent literature suggests its own imbalance,
imbalance refers to the nature or quality of one’s occupations wherein occupational imbalances are most frequently identi-
(variation); the other, to the quantity of one’s occupations (too fied among people who are poor, marginalized, and disadvan-
much or too little). taged. The occupations of the privileged, the élite, the

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62 Hammell and Beagan

successful, the famous, the powerful, and the wealthy are rarely life’’ (Kronenberg & Pollard, 2005, p. 67). If occupational
critically interrogated and labelled ‘‘unbalanced.’’ Thus, for imbalance is, indeed, construed to be a form of occupational
example, aspiring Olympic athletes who focus every waking apartheid, this suggests that occupational apartheid is a
minute on training for their chosen sport are unlikely to be broader and more loosely defined construct than that invoked
disparaged as ‘‘occupationally unbalanced.’’ by Kronenberg and Pollard’s (2005) clear definition (dis-
Neither has there been scholarly debate about the perspec- cussed below). The assertion that occupational imbalance is
tive from which judgements of occupational imbalance are to a form of occupational apartheid suggests a hierarchy of
be made: individualistic or collective. Thus, a variety of daily injustices, with some injustices being subcomponents of oth-
occupations selected to meet needs for self-care, self- ers. To date, there has been no scholarship to elaborate on
expression, self-identity, and self-fulfilment might be judged this idea or to provide further elucidation of the proposed
nicely balanced if undertaken by an adult who lives alone. The hierarchy.
identical pattern of daily occupations might be judged to be
unbalanced if that adult has obligations to other family or com-
Occupational Marginalization
munity members, such as small children whose simultaneous
needs for care and nurture have not been addressed. Clearly, First named as a ‘‘case’’ of occupational injustice by Townsend
context matters, but how might this be appraised? And what is and Wilcock (2004b), occupational marginalization, although
to be appraised: a balance between self-care, productive, and not defined, was characterized as ‘‘speak[ing] to the need for
leisure occupations; between obligatory and chosen occupa- humans to exert micro, everyday choices and decision making
tions; or between occupations that meet different subjective power as we participate in occupations’’ (p. 81). Because few
experiences of meaning? members of the global population enjoy the privilege of freely
The temporal dimension of occupational balance is an selecting every micro element of their everyday occupational
additional factor. Is assessment of imbalance to be ascertained choices, this would seem to be an almost universally experi-
at a specific period in time—a week, for example—or over a enced form of injustice! One wonders how such injustices
longer span of time? Thus, is a week spent in caring 24 hours a might reasonably be resolved. Clearly, this again raises ques-
day for a seriously ill partner—perhaps to the short-term detri- tions of assessment: By whom, using which measures, and
ment of one’s own physical health—to be judged as ‘‘occupa- according to what criteria?
tionally imbalanced,’’ or would this chosen preoccupation be Subsequently, Stadnyk et al. (2010) narrowed the defini-
judged ‘‘balanced’’ in the ongoing stream of time that consti- tion of occupational marginalization to a description of injus-
tutes one’s month or year? And if a commitment to caring for tice experienced by specific groups, describing occupational
someone is judged to be ‘‘unbalanced,’’ whose values inform marginalization as social exclusion by restricting a population
this judgement? How relevant is such a judgement to the person from experiencing autonomy through lack of choice in occu-
who has chosen this occupation? pations. This is said to occur ‘‘when some social groups more
As with the previous forms of occupational injustice, con- than others are denied or restricted in making choices and
ceptual boundaries are fuzzy and occupational imbalance has decisions about their participation in everyday occupations,
been used ‘‘to identify populations that do not share in the often resulting from invisible expectations, norms, and
labour and benefits of economic production’’ (Townsend & standards’’ (Townsend & Polatajko, 2007, p. 371). Like occu-
Wilcock, 2004b, p. 82). This blurs the margins between the pational deprivation (Townsend & Wilcock, 2004b), occupa-
concept of occupational imbalance and Marxist descriptions tional marginalization is described by Townsend and Wilcock
of occupational alienation, which focus on the impact on work- (2004b) through reference to normative standards and expec-
ers’ lost control over the economic conditions and product of tations concerning the ways in which participation in occupa-
their labour (Marx, 1964). Further, many people do share in the tions ought to be undertaken, suggesting that this injustice is
labour that contributes to economic production yet do not defined according to culturally specific criteria. It would there-
share, in a balanced or equitable way, in the benefits of their fore seem appropriate to seek diverse cultural perspectives to
productivity. determine the appropriate parameters of this construct. More-
Moreover, by also describing occupational imbalance over, if injustices deriving from ‘‘invisible expectations, norms,
‘‘as a form of occupational apartheid [that incorporates] three and standards’’ are to be addressed, these norms and standards
major occupational classes: un-occupied, under-occupied, and need to be identified and made visible. Are these thought to
over-occupied’’ (Townsend & Wilcock, 2004b, p. 82), occu- arise, for example, from racism, colonialism, ableism, disabi-
pational imbalance is subsumed within the construct of occu- lism, homophobia, heterosexism, ageism, and classism; or from
pational apartheid: Imbalance is a form of occupational cultural expectations concerning the appropriate occupations
apartheid. Occupational apartheid was first named by Simó- for people of certain ages or social groups; or from what?
Algado et al. (2002) and subsequently defined as the sys- Importantly, the assumption that autonomy is universally val-
tematic segregation of occupational opportunity that occurs ued and desired itself advances an invisible Northern/Western
on the basis of such characteristics as colour, social status, or neoliberal expectation, one contested by critical disability
gender ‘‘through the restriction or denial of access to digni- scholars and researchers from the majority world (Hammell,
fied and meaningful participation in occupations of daily 2009).

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Canadian Journal of Occupational Therapy 84(1) 63

Critical theorists carefully use the language of marginali- have an unambiguous definition and a clearly identifiable cau-
zation to refer to those people and populations who are nega- sation. Moreover, it would surely not be difficult to identify
tively impacted by historical, structural, and social inequities when such injustice had been overcome and when equity of
(Gerlach, 2015), noting that ‘‘particular populations are not access to dignified and meaningful participation in the occupa-
inherently marginalized, rather, it is the marginalizing condi- tions of daily life had been assured. Importantly, the existence
tions that create and sustain inequities’’ (Browne et al., 2012, of occupational apartheid might reasonably be identifiable both
p. 2). Thus, critical theorists alert our attention to the importance by an external appraiser, such as an occupational therapist, and
of appropriately identifying the source of marginalization—the by the person whose access to occupational opportunities is
inequities that circumscribe the lives of specific people—such systematically restricted or denied. This possibility for consen-
that marginalization is understood as a consequence or out- sus reduces the risk of an injustice, wherein the judgement of
come of inequity and not an inherent characteristic of certain the powerful is conferred upon the powerless.
groups of people.
Once again, the distinction between occupational depriva-
tion—in which people have limited choice in occupations and/
or are precluded from engagement in occupations of necessity
Occupational Injustice: Further Critiques
and meaning—and occupational marginalization, in which A consistent criticism of theories arising within the occupa-
people may be prevented from participating in their choice of tional science and occupational therapy literatures centres on
occupations, appears blurred. Moreover, Stadnyk et al. (2010) the presumed universalism of theorists’ perspectives (Ham-
suggested that ‘‘people experiencing occupational marginaliza- mell, 2009; Hocking, 2012; Iwama, 2006; Lim & Duque,
tion may be occupationally imbalanced’’ (p. 339), indicating a 2011), and there has been little recognition that theorists’ posi-
further conceptual confusion. All these concepts are further tioning is not incidental but integral to the shaping of theory.
tangled by the overlapping ideas of occupational alienation Clearly, theoretical conceptualizations of ‘‘occupational injus-
(in which people are restricted from experiencing meaningful tice’’ ought to incorporate multiple worldviews and values if
and enriching occupations) and of occupational apartheid. This they are to be relevant and inclusive (Bailliard, 2016) rather
is compounded by Stadnyk et al.’s (2010) claim that ‘‘occupa- than ethnocentric and culturally unsafe (Gray & McPherson,
tional marginalization at its worst is a form of occupational 2005). Because critical theorists contend that the imposition of
apartheid’’ (p. 339), which again suggests a hierarchy of occu- one’s own worldview upon theories and practices is unjust
pational injustices, with some injustices deemed to be subsets (Young, 1990), this is of clear concern to any examination of
of others, an assertion that demands further theoretical theories of occupational justice and injustice, not least because
elucidation. a judgement is currently required to determine whether an
occupational injustice exists.
It is therefore relevant and important to consider: How has
Occupational Apartheid occupational injustice been defined? By whom? Whose per-
First named and described by Simó-Algado et al. (2002) and spectives are reflected in these definitions? Whose are not?
later outlined and defined by Kronenberg and Pollard (2005), Moreover, is the word justice viewed as positive and impartial
occupational apartheid ‘‘refers to systematic segregation of by those whose positioning differs from theorists’ norms, or is
occupation opportunity’’ (Kronenberg & Pollard, 2005, p. 59) it viewed by those in different positions as inevitably biased, as
that occurs ‘‘through the restriction or denial of access to dig- consistently discriminatory, and as a disempowering and pro-
nified and meaningful participation in occupations of daily life foundly unjust manifestation of domination and/or colonial-
on the basis of race, colour, disability, national origin, age, ism? (In North America, for example, ‘‘justice systems’’ are
gender, sexual preference, religion, political beliefs, status in largely designed, administered, and wielded by the dominant
society, or other characteristics’’ (Kronenberg & Pollard, 2005, population and are frequently viewed as a tool of oppression by
p. 67). This clear definition is accompanied by a clear state- those whose racialized statuses differ from dominant norms.)
ment concerning the causes and consequences of occupational These are important questions and not ones that can be
apartheid: ‘‘Occasioned by political forces, its systematic and answered solely by those in positions of privilege.
pervasive social, cultural, and economic consequences jeopar- Hammell (2008) alleged that the plethora of terms used to
dize health and wellbeing as experienced by individuals, com- identify perceived occupational injustices ‘‘may serve to
munities, and societies’’ (Kronenberg & Pollard, 2005, p. 67). muddy rather than elucidate the . . . theoretical waters’’
In light of the very distinct and specific delineation of occupa- (p. 62), and this paper has sought to highlight a few of the
tional apartheid and its uniquely political causation, it is surely confusions inherent in existent depictions of the five named
erroneous and misleading to misappropriate this term and apply forms of occupational injustice. Durocher et al. (2014)
it to a wide array of situations deemed unjust (such as occupa- observed that ‘‘proposed definitions of occupational justice and
tional imbalance and occupational marginalization, outlined related terms lack conceptual clarity, have not been developed
above). with reference to other bodies of scholarly work, and are not
Of the five forms of occupational injustice that have been supported by empirical evidence’’ (p. 427). Indeed, the over-
proposed and promoted, only occupational apartheid appears to laps between the various forms of injustice are so profuse and

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64 Hammell and Beagan

the parameters of the forms so porous that it is currently impos- Importantly, there has been no scholarly debate to deter-
sible to determine what someone means when he or she refers mine whether occupational injustice pertains solely to depriva-
to a situation as constituting, for example, occupational tion, marginalization, imbalance, alienation, and apartheid or
marginalization. whether there are other forms and instances of occupational
The concept of occupational injustice focuses on occupa- injustice. In light of these and other problems, it is suggested
tional exclusion as well as on the imposition of occupations in that without considerable scholarly debate and theoretical
which individuals might not wish to engage or that might be refinement, the term occupational injustice should be used with
detrimental to their well-being. These are very different phe- extreme caution.
nomena. Durocher et al. (2014) additionally noted that one of
the difficulties with the concept of occupational injustice ‘‘lies
in the lack of conceptual clarity regarding how to determine
which occupation should be prevented or compelled for which
The Problem of Judgement
individuals’’ (p. 423). Further, there is conceptual confusion This paper has repeatedly posed the question, How might occu-
concerning whether occupational injustices are viewed, pational injustice be identified? It has also sought to demon-
assessed, or addressed through an individualistic or a collecti- strate that identifying a situation of ‘‘injustice’’ inevitably
vistic lens. requires a judgement, and the positioning of the judge will
Indeed, the question of assessment is central: Who are determine the perception of (in)justice. This poses a fundamen-
those privileged to determine whether a situation of occupa- tal dilemma that has not been addressed in relation to occupa-
tional injustice exists? By whom are they privileged? How do tional injustice: the problem of position, of bias, and of opinion.
they determine or assess a situation of injustice? How do they The following example demonstrates this dilemma.
assess and determine when a situation of injustice has been In Canada, girls (but not boys) in some rural prairie com-
resolved? How is occupational justice identifiable? If these munities are compelled to leave school (including home
judgements are made exclusively by professionals, then the schooling) at the earliest legal opportunity and are prevented
fundamental human right of people to participate in the deci- from continuing their education, irrespective of their own
sions shaping their own lives—their freedom—will be violated aspirations, due to the fundamentalist religious traditions of
(see below), leading to a further and profound injustice. Of their families. From the first author’s position as a highly edu-
importance to this debate is the realization that ‘‘it is possible cated woman, a religious agnostic, a passionate opponent of
to cause injustice through naı̈ve and ill-informed attempts to misogyny and patriarchy, a financial sponsor of girls’ educa-
promote justice’’ (Bailliard, 2016, p. 8). This is important, tion in southern countries, and a daughter of parents who placed
because cultural imperialism—the imposition of the values and a high value on women’s education, I judge this to be a devas-
views of the powerful on the powerless—has been identified as tating violation of the inherent rights of these girls to choose
a form of violence (Young, 1990). If terms such as occupa- whether they wish to exploit their educational opportunities on
tional injustice are to be bandied about, these concerns need to an equal basis with others in Canada and thus as a profound
be addressed by both occupational scientists and occupational occupational injustice.
therapists. However, I am aware that others would deem this situation
There are other issues that demand critical analysis. For to be wholly appropriate because it obviously aligns with the
example, if occupational alienation, occupational deprivation, community’s traditional cultural and religious values, and these
occupational marginalization, and occupational imbalance are judges would accordingly deem this to be self-evidently ‘‘just.’’
all forms of social exclusion, as Stadnyk et al. (2010) have Moreover, I am aware that my own perspective would be
claimed, then are occupational injustices solely about the prob- deemed by many to be disrespectful, ethnocentric, and judge-
lems of the marginalized and the socially excluded? Are mental. This highlights the inherent problem of assessing injus-
wealthy, successful, famous, powerful, and privileged people tice: Who determines justice or injustice? From what
immune from occupational injustices? Does occupational perspectives and values does one make this determination?
imbalance, for example, fail to constitute an injustice if it is a Moreover, when different perspectives exist, how might they
consequence of personal choice in orchestrating one’s occupa- be reconciled? Is it possible, for example, to avoid cultural
tions, and who makes this judgement? Does the construction of imperialism without lapsing into cultural relativism? These
these five specific manifestations of occupational injustice fundamental, and possibly irreconcilable, conundrums might
effectively serve to reinforce perceptions of certain populations be addressed through attention to rights and to capabilities.
(e.g., the racialized, colonized, impoverished, and disabled) as
helpless victims? Does the language of our theorizing thus
serve to push marginalized people further to the margins—not
Advocating for a Focus on Rights
solely of society but of our theories? Moreover, the notion of
justice invokes the metaphorical image of scales (Hammell & The previous example of the inherent difficulties in appraising
Iwama, 2012), in which one end sinks when the other rises. occupational injustices highlights the imperative to focus,
Thus, if it is unjust for some people to have few opportunities, instead, on rights. If this conundrum is reframed in terms of
is it also unjust for others to have unfettered opportunities? human rights, it is possible to exit the vortex of culturally

Canadian Journal of Occupational Therapy


Canadian Journal of Occupational Therapy 84(1) 65

bound opinions and value-laden judgements and to identify rich and poor, East and West’’ (p. 80). And it is the contention
unambiguously whether the rights of these girls are being vio- of this paper that the capabilities approach could provide occu-
lated and whether an injustice exists. pational scientists and occupational therapists with a frame-
Education is a human right that is not contingent upon work through which to identify and address occupational
gender (Kallen, 2004). Human rights transcend cultural prac- injustices—those inequitable circumstances that violate the
tices that conflict with fundamental human rights (Murumba, ability and opportunity of individuals and collectives to enact
1998); thus, respect for diversity cannot become a shield for their ‘‘occupational rights,’’ defined as ‘‘the right of all people
sexism (Okin, 1999). Of importance to the scenario outlined to engage in meaningful occupations that contribute positively
above, from a human rights perspective, is not whether girls do to their own well-being and the well-being of their commu-
continue with their education but whether they have the equi- nities’’ (Hammell, 2008, p. 62).
table opportunity—the option—to do so. If they have the
freedom and opportunity to enact choices, and decide not to
continue their education, then no occupational injustice Advocating for a Focus on Capabilities
exists.
to Assess and Address Violations
An occupational injustice surely exists when the rights and
freedoms of an individual, community, or population to partic-
of Occupational Rights
ipate in occupations that contribute positively to individual or The capabilities approach was originally conceived by Sen
collective well-being are violated. The nature of the injustice— (1985, 1999, 2005) as a means to explore economic and human
marginalization, deprivation—is surely of less relevance than development from a human rights perspective. Subsequently
the violation of those human rights to freedom and well-being embraced by many theorists (notably, Nussbaum, 2000, 2006,
that are experienced and expressed through occupation. This 2011) and used to inform many areas of human inquiry, it has
example exemplifies the important difference between the idea contributed a way to address the complex issues of health and
of justice and that of rights. Hammell and Iwama (2012) argued social care, and of disability, from a human rights perspective
that because the notion of justice is vulnerable to charges of (e.g., Biggeri, Bellanca, & Trani, 2011; Simon, Anand, Gray,
moral relativism, the concept of rights offers a more focused Rugkåsa, & Yeeles, 2013; Venkatapuram, 2011). In the early
mandate for occupational therapists, because ‘‘rights state, years, the capabilities approach was viewed as constituting just
unequivocally what all people are entitled to expect (Nipperess whatever had been expounded by either Sen or Nussbaum.
& Briskman, 2009; Young, 1990)’’ (p. 386). Nussbaum’s approach, for example, sought to prescribe the
Within the framework of human rights, philosophers capabilities to which all humans ostensibly aspired (for a cri-
identify two main claims, or rights: to freedom and to well- tique, see Hammell, 2015; Stein & Stein, 2007). More recently,
being (Kallen, 2004; Siegert, Ward, & Playford, 2010). Free- the basic premise of the capabilities approach has been cited,
dom describes ‘‘the right of every human being to participate adopted, and adapted by many theorists and researchers in
in the shaping of decisions affecting their own life and that of accordance with their particular field of endeavour, including
their society’’ (Kallen, 2004, p. 15). Well-being is defined by occupational science and occupational therapy (see Bailliard,
philosophers as the ability and conditions—the opportuni- 2016; Hammell, 2015; Taff, Bakhshi, & Babulal, 2014; Town-
ties—to achieve one’s purposes by action (Kallen, 2004). send, 2012).
‘‘Because occupational engagement is integral to human The capabilities approach (Sen, 1999, 2005; Trani, Bakh-
well-being, and because well-being is integral to human shi, Noor, & Mashkoor, 2009) acknowledges the equal rights of
rights,’’ Hammell and Iwama (2012, p. 392) contend that the all people to choose what they wish to do and to be and
ability and opportunity to engage in occupations that contrib- addresses their equitable opportunities—their rights—to do
ute positively to individual and collective well-being is an so. Thus, the capabilities approach addresses occupational
issue that concerns rights. rights (Stadnyk et al., 2010). If the example cited earlier is
Occupational therapists have asserted that all people have examined from a capabilities perspective, it is recognized that
both a need and a right to engage in meaningful occupations being female can result in restricted occupational opportunities,
throughout their lives (American Occupational Therapy Asso- choices, and participation (Bakhshi & Trani, n.d.) due to social
ciation, 2011; World Federation of Occupational Therapists, and cultural norms and expectations that violate the ‘‘capabil-
2006), and further, they have suggested that employing a cap- ities’’ of girls and women (Trani, Bakhshi, & Rolland, 2011)—
abilities perspective might provide a helpful and relevant that is, their opportunities and rights to choose and to act—and
approach through which occupational therapists might identify, that these inequities are reproduced, for example, among dis-
understand, and address the rights articulated in the World abled people (Bakhshi & Trani, n.d.). Of particular importance
Federation of Occupational Therapists’ (2006) Position State- to occupational therapists is the recognition—inherent in the
ment on Human Rights (Bailliard, 2016; Hammell, 2015, in capabilities approach—that ability is of little value without
press). Venkatapuram (2011) observed that ‘‘the main advo- opportunity.
cates of the capabilities approach have already done much over A capabilities approach to understanding human rights
the past three decades to argue that capabilities theory should focuses attention not solely on the things that people do but
be a general theory of human well-being across all societies, on the range of choices that are available to them, identifying

Revue canadienne d’ergothérapie


66 Hammell and Beagan

the social structures that can effectively constrain not just the  The capabilities approach provides a well-developed per-
opportunities that are available to different people but also spective from which occupational rights might be clearly
the choices that people can envision and are equitably able to identified and violations addressed.
make (Robeyns, 2005, Trani et al., 2009). Importantly, Froh-
lich and Abel (2014) explain that ‘‘people do not have equal
choices to act, and this lies at the basis of inequity in soci-
ety’’ (p. 210). The concept of choice is therefore not unpro-
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Author Biographies
Venkatapuram, S. (2011). Health justice. Cambridge, UK: Polity.
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balance as used in occupational therapy: A concept analysis. Scan- Honorary Professor, Department of Occupational Science and
dinavian Journal of Occupational Therapy, 19, 322–327. doi:10. Occupational Therapy, Faculty of Medicine, University of
3109/11038128.2011.596219 British Columbia, Vancouver, BC, Canada.
Westhorp, P. (2003). Exploring balance as a concept in occupational
science. Journal of Occupational Science, 10, 99–106. doi:10. Brenda Beagan, PhD, is Professor, School of Occupational
1080/14427591.2003.9686516 Therapy, Dalhousie University, Halifax, NS, Canada.

Book Review
Delmoline, Lara. (Ed.). (2015). individualizing instruction, and writing meaningful goals. Each
Solve common teaching challenges in children with autism: 8 essential chapter describes a case study and ends with a self-assessment
strategies for professionals and parents. checklist to guide the reader in gaining insight into reasons his or
Toronto, ON: Woodbine House. her current methods may not be working.
165 pp. US$21.95. ISBN: 978-1-60613-253-1
I feel the book was disjointed and somewhat difficult to
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expand from a previous chapter, I would assume because of
DOI: 10.1177/0008417416663229
the number of contributing authors. In addition, parents
This book’s focus of helping professionals and parents cope with might find the book overwhelming in terms of its contents,
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‘‘Manding,’’ give tips on teaching children to ask for what they suggestions. However, its scientific content would be
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mand.) ‘‘Learning to Learn’’ (chapter 3) deals with waiting for current theory in regard to treatment of students with autism
the child to attend before beginning the task. In chapter 4, the use spectrum disorder.
of manual guidance is discussed. The remaining chapters focus
on other strategies in regard to prompting, language enrichment, Beverly Franchuk

Canadian Journal of Occupational Therapy

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