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American Sociological Review

75(1) 52–74
The Myth Incarnate: Ó American Sociological
Association 2010
Recoupling Processes, DOI: 10.1177/0003122409357044
http://asr.sagepub.com

Turmoil, and Inhabited


Institutions in an Urban
Elementary School

Tim Halletta

Abstract
The study of institutional myths has been central to organizational sociology, cultural sociol-
ogy, and the sociology of education for 30 years. This article examines how the myth concept
has been used and develops neglected possibilities by asking: What happens when myths
become incarnate, and how does this occur? In other words, what happens when conformity
to a rationalized cultural ideal such as ‘‘accountability’’ is no longer symbolic but is given
tangible flesh? Data from a two-year ethnography of an urban elementary school provide
answers and reveal ‘‘recoupling’’ processes through which institutional myths and organiza-
tional practices that were once loosely connected become tightly linked. In the school studied
here, recoupling accountability with classroom practices created a phenomenon that teachers
labeled ‘‘turmoil.’’ The findings advance our understanding of the micro-sociological founda-
tions of institutional theory by ‘‘inhabiting’’ institutionalism with people, their work activi-
ties, social interactions, and meaning-making processes.

Keywords
recoupling, institutional theory, inhabited institutionalism, accountability, turmoil

Three decades ago, Meyer and Rowan (1977, In this vein, they proposed that tight couplings
1978) suggested that formal organizational between institutional myths and core practices
structures are types of ‘‘myth and ceremony’’ would create uncertainty and conflict inside
that are loosely coupled with work activities. organizations (1977, 1978). I develop this
Central to their argument was the notion that neglected aspect of their work by examining
loose couplings protect organizational legiti- how myths become incarnate. I shift the focus
macy by alleviating structural inconsistencies, away from symbolic compliance with
thereby reducing conflict. In time, their work
became a mandate for examining how
macro-cultural ideals (i.e., institutional myths) a
Indiana University
provide legitimating rationales across broad
organizational populations, and how organiza- Corresponding Author:
Tim Hallett, Indiana University, Department of
tions comply in symbolic, ceremonial ways.
Sociology, Ballantine Hall 744, Bloomington, IN
However, vital aspects of Meyer and 47405, USA
Rowan’s work were more local in orientation. E-mail: hallett9@indiana.edu

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Hallett 53

institutional myths and examine how myths with people, their work activities, social
are given tangible flesh inside organizations. interactions, and meaning-making processes,
This article is grounded in efforts to under- all of which tend to be obscured by the
stand ethnographic data from ‘‘Costen macro-gaze common in contemporary
Elementary School’’ (a pseudonym) in light neo-institutionalism (NI). Without taking
of institutional theory. During my fieldwork, a more local stance vis-à-vis data and theory,
the institutional myth of accountability came we cannot observe recoupling, understand its
to dominate Costen’s environment. Schools components, or ascertain its possible outcomes.
have long been held up as exemplars of Taking an inhabited view enables scholars both
institutional arguments about loose coupling, to analyze how external myths, such as
and given this literature, one might expect accountability, pressure organizations and to
ceremonial compliance to accountability (i.e., examine the internal manifestation of myths
facades of conformity disconnected from in organizations and their substantive
actual practices). At Costen, however, (in addition to ceremonial) implications.
accountability became a tangible reality. Moreover, like ‘‘old’’ institutionalism (OI),
By examining how myths become incar- an inhabited view stresses intra-organiza-
nate, this article makes three interrelated tional politics, and it extends OI’s focus on
contributions. First, I describe ‘‘recou- conflicting interests by demonstrating how
pling’’ processes (Espeland 1998) through interests become articulated via local interac-
which institutional myths and organizational tions, and how turmoil involves struggles
practices that were once loosely connected over meaning.
become tightly linked. Although contempo-
rary institutionalism usually focuses on exter-
nal factors, such as broad diffusion processes
THEORY AND LITERATURE
and macro-environments (Schneiberg and
Clemens 2006; Scott 2008), recoupling is Myth, Ceremony, and Coupling in
a local response to institutional pressures, Institutional Analysis
and examining recoupling directs attention to
the micro-macro interface that links organiza- The publication of Meyer and Rowan’s remark-
tions to their environments (Binder 2007). able article ‘‘Institutionalized Organizations:
Second, I examine a possible outcome of Formal Structure as Myth and Ceremony’’
recoupling, a phenomenon that Costen’s (1977) has been labeled NI’s ‘‘birth date’’
teachers labeled ‘‘turmoil.’’ Turmoil has (DiMaggio and Powell 1991). NI has evolved
two dimensions. Initially, in response to into a macro-cultural theory that explains why
recoupling, teachers experienced epistemic organizations conform to their environments,
distress, that is, a displacement of meaning, but the 1977 article was inspired by obser-
certainty, and expectations (Zuboff 1988). vations of local nonconformity. Analyzing
Next, they responded to this epistemic dis- surveys of San Francisco schools, Meyer and
tress by constructing a set of meanings that Rowan were struck by the fact that formal
created a partisan interpretation of events structures (i.e., bureaucratic rules) did not
and defined emergent battle lines. Both match the core activities of schooling. This
of these dimensions are social psychological, raised the question: If structures do not address
and they underscore the need to further functional needs, why do organizations look
develop institutional theory’s micro- similar?1 Their answer promoted new
sociological foundations. thinking: structural similarities reflect
Third, this article advances efforts to organizational efforts to conform to broad
‘‘inhabit’’ institutionalism (Hallett and cultural ‘‘myths’’ that foster public legitimacy
Ventresca 2006; Scully and Creed 1997) necessary for survival.

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54 American Sociological Review 75(1)

According to the 1977 article, myths oper- ‘‘institutional’’ sectors, where organizational
ate in two ways, although this distinction is success depends on legitimacy acquired from
sometimes unclear. In the first mode, myths conformity to macro-cultural myths (e.g.,
are widely shared cultural ideals that provide schools), and ‘‘technical’’ sectors, where
a ‘‘rational theory of how’’ organizations success depends on market exchanges and
should operate (p. 342). In this sense, myths ‘‘effective and efficient control of the work
are idealized cultural accounts, not necessar- process’’ (e.g., manufacturing). They hypoth-
ily something ‘‘false.’’2 Instead of examining esized that institutional organizations tend to
the local gap between symbols and substance exhibit loose coupling and technical organi-
that prompted Meyer and Rowan’s thinking, zations tighter coupling (1983). Subsequent
NI typically focuses on symbolic similarities work blurred the institutional/technical dis-
between myths and organizational forms by tinction, and loose coupling became popular
studying how myths diffuse and how organi- throughout the literature. Orton and Weick
zations conform to them (DiMaggio and (1990) criticized the overemphasis on loose
Powell 1983; Strang and Meyer 1993; coupling, however, and lamented that cou-
Sutton et al. 1994). pling is typically studied at one particular
By focusing on myth in this first, macro time, as though unchanging. Few studies
sense, subsequent work sometimes obscures examine the dynamics of coupling, how cou-
how the concept operates in a second, local plings reverse from loose-to-tight, or vice
way. Macro-myths provide legitimacy, but versa.
they often conflict with practical activity. To capture these dynamics, I draw from
Organizations avoid conflicts by building Espeland (1998) and examine ‘‘recoupling,’’
gaps between formal structures and core that is, the process of creating tight couplings
activity. Directing attention back to this local where loose couplings were once in place.3
gap, Meyer and Rowan (1977:356) used In her study of how Orme Dam was not built,
myth in a second sense: ‘‘Organizations Espeland showed how commensuration cre-
must not only conform to myths [in the first ated a recoupling with surprising outcomes.
sense] but must also maintain the appearance Engineers originally saw Orme Dam as
that the myths actually work.’’ This second, a means to electricity and water, but as
local myth is the ceremonial presentation of they grew invested in the project, the dam
a tight linkage between formal structures became beautiful in itself. In the face of com-
and work activity that hides gaps between mensuration, they filed many ceremonial
them (Elsbach and Sutton 1992). reports to legitimize the dam. This powerful
Meyer and Rowan’s two-fold conceptual- constituency expected dam construction to
ization of myth was bound with the concepts proceed, but the quantitative techniques that
of loose coupling and decoupling, that is, rationalized decision-making suggested an
practices that enable organizations to sustain alternative to the dam. The engineers were
formal structures while unit activities vary devastated, but silenced, because commensu-
(Weick 1976). These ideas challenged long- ration recoupled decision-making to their
standing assumptions about tight couplings original (instrumental) rationale.
among organizational structures, external Although they do not use the term, Kelly
technical requirements, and work activities. and Dobbin (1998) also document recou-
Loose coupling was especially useful for pling. In examining antidiscrimination laws
educational research because it explained from 1961 through 1996, they find that
why schools remained the same despite employers initially responded with symbolic
reforms (Bidwell 2001). To theorize the compliance and loose coupling. When the
conditions that affect coupling, Scott and environment changed from weak to strong
Meyer (1983:140) distinguished between federal enforcement, however, employers

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Hallett 55

hired specialists to create compliance strate- NI’s Macro-Evolutionary Drift


gies. This recoupling of law and practice
was not ceremonial: specialists became inter- Although contemporary NI is often criticized
nal champions for substantive programs that for neglecting micro-sociology (Hirsch and
rationalized hiring. These programs even sur- Lounsbury 1997), this is an evolutionary
vived an opportunity for uncoupling; when symptom, not a trait essential to foundational
Reagan curtailed enforcement, the programs works. To conceptualize myth and ceremony,
remained because specialists had become Meyer and Rowan (1977:358) drew from
integral to management. Goffman:
In new research on private education in
Toronto, Davies, Quirke, and Aurini (2006) Considerations of face characterize ceremo-
note that market conditions could make schools nial management. . . . Confidence in struc-
tural elements is maintained through three
more ‘‘technical’’ (Scott and Meyer 1983).
practices—avoidance, discretion, and over-
When parents become paying customers, mar- looking (Goffman 1967). . . . Assuring that
kets should ‘‘reconnect school performance to individual participants maintain face . . .
its resource exigencies’’ (Davies et al. reinforces confidence in myths that ratio-
2006:106). They hypothesize that market nalize the organization’s existence.
accountability should recouple classroom prac-
tices to performance indicators, such as test Invoking Goffman made sense, given that
scores. Unexpectedly, the organizations most Meyer and Rowan’s thinking was compelled
dependent on markets (i.e., tutoring businesses by observations of local gaps between sub-
and non-elite private schools without large en- stance and symbols. They also drew from
dowments and reputational shields) did not re- Berger and Luckmann’s insight that humans
couple to quantitative benchmarks. Instead, the produce a world perceived ‘‘as something
schools emphasized vague notions of customer other than a human product’’ as interpreta-
satisfaction, creating qualitative market niches.4 tions become reified external objects
Meyer and Rowan (1977, 1978) antici- (1977:341). In the same vein, Zucker
pated that the surveillance associated with ([1977] 1991:85) described institutionaliza-
tight coupling would create uncertainty and tion as a process by which people ‘‘transmit
conflicts that could destabilize schools and what is socially defined as real’’ and a prop-
threaten the entire system. For this reason, erty of taken-for-granted meanings.
they expected loose coupling to persist in While there have been theoretical nods to
schools. In classic NI thought, therefore, the micro-sociology (DiMaggio and Powell
prospect of recoupling is not intuitive, 1991; Scott 1987), empirically NI has drifted
although it is not beyond the realm of possi- in a macro direction (Hirsch 1997).
bility. This article follows through, empiri- Contemporary NI seeks to explain diffusion
cally, on that possibility. The dynamics and and homogeneity across organizations, the
multiple forms of coupling must be identified world polity, and nation states (Meyer et al.
because they are the means through which 1997; Meyer, Ramirez, and Soysal 1992).
macro-institutional environments and local To do so, NI looks at societal sectors and typ-
activities are linked (Binder 2007). Loose ically uses event-history analysis to measure
couplings sustain myth and ceremony; via the adoption of organizational programs sig-
recoupling, myths become incarnate. Both naling conformity to macro-myths (Chaves
scenarios entail local responses to envir- 1996; Schneiberg and Clemens 2006;
onmental pressures, and local analyses are Westphal and Zajac 1994). NI does this
necessary for understanding them both, exceedingly well, and it successfully ex-
but NI’s evolution has obscured these plains why organizations have surface simi-
concerns. larities. Yet something has been lost.

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56 American Sociological Review 75(1)

NI was built on a micro-sociological scaf- macro-myths is no longer symbolic, but is


folding, but as it spread, these concerns ‘‘dis- given flesh as the local myth of a tight cou-
appeared into the background’’ (Barley pling between an institutional environment
2008:491). Zucker ([1977] 1991:106) warned and work activities is made real? How does
that ignoring local processes would turn in- this happen? What does it look like?
stitutionalization into a ‘‘black box.’’ While
institutions were originally viewed as human
social constructions, organizations and peo- THE STUDY: BACKGROUND,
ple are increasingly treated as institutional
constructions (Meyer and Jepperson 2000).
METHODS, AND DATA
NI studies of diffusion often close with Schools continue to be relevant sites for
disclaimers that ‘‘no real inferences’’ can answering the questions posed above.
be made about ‘‘substantive’’ activity Schools were NI’s foundational case, and the
(Sutton et al. 1994:966), generating calls imagery of loosely coupling has endured,
for research that delves below surface meas- but not without growing debate (Coburn
ures of adoption by examining actual imple- 2004; Spillane and Burch 2006). Some schol-
mentation (Kelly and Kalev 2006). This ars, for example, argue that NI’s focus on
requires a fine-grained empirical analysis, decoupling is ‘‘out of step with current events’’
and this article is in an ethnographic tradition in education (H. D. Meyer and Rowan
that redirects NI by interrogating local pro- 2006:3). This change reflects the emergence
cesses. Only by ‘‘going local’’ could of accountability as an educational reform
Heimer (1999) explain variations in the trope, which has grown since 1983 when A
impact of law on neonatal intensive-care Nation at Risk stirred fear that U.S. schools
units: legal institutions compete with family were failing (Mehta 2006). Accountability
and medical ones. This competition occurs is not simply a policy. It is an institutional
on the ground, depends on who is present, myth in the first, macro-cultural sense of
for how long, and when. Binder (2007) also a rationalized ideal that models how schools
takes an inhabited view to explain how direc- should operate. Its legitimacy stems from its
tors of a transitional-housing program origins in the neo-liberal economy (Strathern
responded to environmental pressures. Instead 2000), and it has diffused to areas ranging
of uniform decoupling or tight coupling, the from the International Monetary Fund’s mis-
directors responded with a creative ‘‘brico- sion work (Harper 2000) to healthcare (Scott
lage’’ that varied across the organization. et al. 2000). In education, accountability
This response could not be predicted from gained momentum when advocates of market
the environment itself. Local meaning pro- reforms argued that parental choice and com-
cesses were vital as directors responded to petition would improve school performance.
environmental pressures based on co-worker Progenitors of market accountability antici-
interactions and professional commitments. pated that political divisions would prohibit
If we do not attend to how institutional market reforms (Chubb and Moe 1990), but
myths are coupled to actual work, how cou- state accountability became broadly appeal-
plings change, and what couplings mean to ing. For Democrats, emphasizing standards
inhabitants, our knowledge of how and why was a way to promote equality, while
institutions matter is limited. If, below the Republicans viewed increased external pres-
surface, the gaps that inspired Meyer and sure as a means to improve transparency
Rowan’s thinking have changed, then we and efficiency (Mehta 2008).
are obligated to revisit the micro-foundations Accountability thus became an accept-
of NI, not just theoretically, but also empiri- able ‘‘solution’’ proffered by reformers
cally. What happens when conformity to who deemed loose coupling a form of

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Hallett 57

‘‘disorganization’’ that limited improve- My fieldwork extended from October


ment (Ingersoll 2003; Rowan 2006). 1999 through June 2001. I typically arrived
Beyond testing, accountability encompasses before classes started to observe meetings.
efforts to promote standards, transparency, I shadowed administrators as they worked,
efficiency, and quality by increasing surveil- observed classrooms, and interviewed
lance and centralizing authority (Abelmann teachers during their resource breaks. I
and Elmore 1999; Ladd 1996). The reforms lunched with teachers, noting their talk. I
encourage a recoupling between the institu- took fieldnotes on 96 meetings (23 of which
tional environment and local practices by I videotaped and transcribed), 11 adminis-
making it difficult for schools to enact cere- trator observations, 61 lunches, 13 class-
monial compliance while doing different room observations, and 21 observations of
things behind classroom doors. hallway interactions. I conducted interviews
Examining recoupling requires data that with an availability sample of personnel,
capture evolving relationships among including 45 interviews with 27 teachers,
personnel, the organization, and the envi- 15 interviews with 5 administrators, and 5
ronment. Ethnography has limited general- interviews with 3 members of the LSC.
izability but is suited for this purpose These diverse data enabled me to triangulate
because it facilitates inductive exploration the findings (for more detail, see the Online
of local, contextualized processes (Morrill Supplement available at http://asr.sagepub
and Fine 1997). ‘‘Costen Elementary,’’5 .com/supplemental).
a kindergarten through 8th grade school, is In what follows, I describe Costen’s insti-
a good case for two reasons. First, it is in tutional context and the couplings it
‘‘Midwest City.’’ Midwest City was among exhibited before Kox’s arrival. I then exam-
the first cities to implement accountability, ine how Kox gave tangible flesh to account-
and it helped set the stage for federal No ability and how recoupling sparked turmoil.
Child Left Behind (NCLB) policies.
Second, the principal, ‘‘Mrs. Kox,’’ was
beginning her first full year at the school INSTITUTIONAL CONTEXT
when I started my fieldwork. The Local AND ORGANIZATIONAL
School Council (LSC) hired her with a man-
COUPLING AT COSTEN
date to increase accountability, which pro-
vided a special opportunity to observe Costen’s Institutional Context and
recoupling.6 the Hiring of Mrs. Kox
When I began fieldwork, I initially sought
data for an empirical synthesis of Goffman’s Accountability gained traction in Midwest
studies of interaction and Bourdieu’s work City in mid-1990. Basic curriculum, instruc-
on symbolic power (Hallett 2007). Costen’s tional, and testing standards were imple-
managerial transition and repetitive adminis- mented across the state to facilitate
tration-faculty interactions were useful for comparisons between schools, prompting
this purpose. However, I did not let these ori- additional reforms in Midwest City because
enting ideas limit my data collection, and of its low test scores. From 1985 to 1995,
during my research I discovered phenomena Midwest City had given schools and their
pertaining to organizational sociology. I LSCs autonomy to formulate their own
read this literature in constant dialogue with improvement plans, but when scores did not
the data. My conceptualization of recoupling, improve, the mayor centralized control. He
turmoil, and inhabited institutions developed imported the business ideal of accountability
out of this dialogue between theory and data into education by appointing a school
(Ragin 1994). ‘‘CEO’’ who had experience in finance, not

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58 American Sociological Review 75(1)

education. The CEO increased standardiza- Elementary, its sister school. Baxter served
tion of the curriculum and instruction, estab- a similar student population but tested at
lished rigid benchmarks for student 70 percent for math and 62 percent for read-
promotion, and threatened to close low-scor- ing and received national recognition for
ing schools. With this change, LSCs became academic excellence.
part of the surveillance mechanism.7 The LSC expected Kox to bring account-
In this environment, Kox was seen as a ris- ability to Costen, and she did—although, as
ing star. An assistant principal at an improv- we will see, test scores dipped. Importantly,
ing school, she learned the business ideal of the LSC viewed Kox as a strong leader
accountability as a fellow at Principal because she guided the school into the new
Leadership Training in Education (PLTE), era of accountability, had exhaustive knowl-
a joint program between an elite business edge of education policy, was tireless, and
school and an education school. Echoing held firm to her convictions. They repeatedly
themes of accountability, Kox said she loved gave her outstanding reviews and enthusiasti-
PLTE because ‘‘business people have a dif- cally renewed her contract (Hallett 2007).
ferent orientation to improvement. They Going beneath the surface, however, reveals
have a better sense of urgency’’ a more complicated story.
(Interview).8 This orientation appealed to
Stan Feierman (the LSC chair), who believed
Kox was ‘‘far and away’’ the best candidate The Prior Local Order and Previous
for the opening at Costen: Loose Coupling
She had been through PLTE, number one. We had a principal [Mr. Welch] . . . he’s
. . . I think that the job of principal . . . is a really good guy and what he did was he
much more demanding now than it was hired good people who he let do their
10 years ago. . . . The dictates that come jobs. . . . Then our previous principal
from the Board of Ed are much more [Mrs. Jackson] . . . most of the time she
severe. . . . Accountability is very tight all let people do their jobs. (Interview)
the way around. The only person in the
school who’s really responsible is the prin- When Kox was hired, Costen had an estab-
cipal, and we needed to know we had some-
lished order that teachers and administrators
one who could really take the lead.
(Interview)
had negotiated over time (Strauss 1978).
Despite an increasing emphasis on account-
ability, teachers could ‘‘do their jobs’’ without
Feierman thought Kox was a good match intervention. This loosely coupled arran-
with accountability mandates because gement spanned two administrations
‘‘she’s very opinionated and has very high (Principals Welch and Jackson), operated for
standards.’’ Likewise, the LSC secretary more than 10 years, and developed in response
said of Kox and her assistant principal: ‘‘I to Costen’s structural characteristics.
think they’re very tough. I think they’re Costen was a large school. Ninety teachers
very no nonsense’’ (Interview).9 served nearly 1,600 students from diverse
Costen’s Iowa Test of Basic Skills backgrounds. In 2000 to 2001, 31 percent of
(ITBS) scores also played a role in the deci- students were classified as white, 8 percent
sion to hire Kox. When Kox was hired in black, 36 percent Asian, and 25 percent
January 1999, 58 percent of students scored Hispanic. Almost 41 percent were classified
at or above norms in math, 56 percent in as ‘‘limited English,’’ and 77 percent of stu-
reading. This was better than the city aver- dents were from low-income families.
age of 43 percent for math and 39 percent Despite these challenges, ITBS reading
for reading, but Costen fell short of Baxter scores had increased 15 percentage points

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Hallett 59

since 1991. (Math scores were stable.) These enforce the curriculum: ‘‘Everyone kind of
scores might indicate student ability, but realized that this is something that’s not
they could also reflect the style of instruction. going to be used’’ (Interview). In August
For years, the school responded to heteroge- 1998, when Jackson left the school for
neous student needs by creating a system of a job at the consulting firm she once hired,
high autonomy and low surveillance. teachers’ autonomy increased. Although los-
Teachers created their own work routines, ing the principal right before the start of the
which I observed early in my fieldwork. school year was problematic, teachers pro-
Some teachers were rigid authoritarians; others ceeded as they had for years. One teacher ex-
used reward systems to promote good behavior. plained, ‘‘We really were running ourselves
Many relied on a teacher-driven, skills-cen- before Mrs. Kox got here. In fact, school
tered style; others used an inquiry-based started without a principal and we did very
method. Some taught math with curricula well’’ (Interview).10
emphasizing hands-on manipulatives; others This system of autonomy supplied teachers
used direct instruction. Some taught reading with a status akin to professionalism. Yet sur-
through whole language; others used phonics. prisingly, when discussing events, they did
These individualized routines created epi- not invoke a straightforward discourse of pro-
stemic security for teachers within the often fessionalism, and data suggest that autonomy
ambiguous process of education. Each day was important not merely for status reasons,
varied, but teachers generally knew what to but also for deeper social-psychological rea-
expect. This aggregate order was taken for sons—it was the means through which teachers
granted, but not uniform or standardized. organized their world. Their individual routines
Even as accountability became the official created epistemic security and islands of order
policy, Welch maintained the school’s loose amid the uncertain sea of education.
coupling and resisted the LSC’s demands However, this quasi-professional situation
for accountability. For example, at an LSC was an informal, local arrangement.
meeting the previous chair told Kox: Occupationally, teachers have very weak pro-
fessional status (Dreeban 2005; Ingersoll
He [Welch] would bring me documents and 2003; Lortie 1975). Lacking formal protection,
would say, ‘‘Sign this.’’ And, uh, he just Costen’s teachers had little recourse against the
wanted my signature because it was the law. recoupling on the horizon.
But, you know, he wouldn’t give me the oppor-
tunity to examine what I was signing. He didn’t
want the council to know. (Video transcript)
The Myth Incarnate: Recoupling
Likewise, Feierman said that under Welch the School to Accountability
‘‘curriculum issues were never allowed to
be the purview of the LSC’’ (Interview). Accountability pressures factored heavily in
When Welch retired, the next principal, Kox’s hiring, and as a middle manager she
Jackson, maintained the loose coupling. A bore the strain of enforcing accountability
teacher described Jackson as ‘‘a delegating while facing it herself. An assistant principal
authority’’: ‘‘She was the head person and explained:
would allow the teacher to do whatever it is
The principal goes down for a rating with
they want’’ (Interview). Jackson’s engage- the REO [Regional Education Officer].
ment with accountability was ceremonial. And the first question the REO is going to
In a nod toward standardization require- say to the principal is, ‘‘How’d you do
ments, she used Costen’s discretionary funds with reading and math?’’ It’s measurable.
to hire a consulting firm to align the curricu- It’s empirical data. It’s something you can
lum to accountability policies, but she did not hold somebody accountable for. (Interview)

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60 American Sociological Review 75(1)

Moreover, accountability was a cognitive Mrs. Kox likes to get her hands in and
script that shaped Kox’s approach: ‘‘I heard say, ‘‘What’s going on here? This is what
this phrase so much when I was teaching, we’re going to have to do,’’ rather than
‘you can’t reach every child, if you can reach just allow the teacher to do it.
at least 80 percent of them, you are success- People are held more accountable under
ful.’ That’s just not a standard I can live Kox’s administration. There’s more
with’’ (Interview). Three years before accountability of what teachers are doing
now. (Interviews)
accountability became federal law, Kox was
determined to leave no child behind.
Importantly, Kox was not just talk. She gave
Accountability is not just about test
flesh to accountability through her surveil-
scores, and for Kox, it provided a ‘‘rational
lance of classroom and student management,
theory of how’’ schools should operate
grading, and curriculum and instruction.
(Meyer and Rowan 1977:342). She told me:
Classroom and student management.
They’d [teachers] been running the school
without a principal for six months. . . . Kox felt there was ‘‘some good teaching,’’
Everyone took full advantage of running but ‘‘a lot of time is wasted in not-focused
in every direction that they chose to. instruction.’’ She believed better classroom
Well, that’s not going to happen with this management would improve ‘‘time on
administration. [Referring to teachers task’’ and, eventually, test scores
flooding her with reimbursement requests] (Interview).12 At a faculty meeting, she
If you want to make any purchases with argued that ‘‘if we monitor the students con-
a reason, you submit a roster of what you stantly, they don’t have time to act up’’
need to purchase and you get approved (Fieldnotes). Accordingly, she often popped
and then you get reimbursed. I mean, if
into classrooms unannounced:
you allow no system in place, 100 people
out there doing shopping on their own . . .
can’t—can’t function that way. (Interview) Kox heads to Room 124 and stands inside
the doorway. Students sit quietly as the
For Kox, accountability was a comprehensive teacher does something at her desk. Kox
and rational managerial guide, not just observes for a few seconds but does not
a means of symbolic legitimacy. say anything. Then we head to Room 224,
Surveillance is fundamental to account- and Kox does the same thing. (Fieldnotes)
ability (Sauder and Espeland 2009), and Kox opens the door, and students scurry
Kox’s use of surveillance to recouple Costen around their desks. The noise rises, and Kox
was evident from the first day of my observa- asks the teacher, ‘‘Why are they running?’’
tions. Kox told me I should observe ‘‘anytime The teacher responds, ‘‘They’re running to
unannounced,’’ because ‘‘without some exter- get their books.’’ Kox says, ‘‘That’s unac-
nal partner to come in and observe, I don’t ceptable’’ and makes them settle down, tell-
think it will get us to do what we need to ing students, ‘‘Show me your learning
do’’ (Fieldnotes). Accountability was so cen- position.’’ Once students are sitting quietly,
Kox says, ‘‘Stand up, get what you need for
tral to her worldview that she saw me as an
science, and put your book bags away. You
agent of accountability.11 have five seconds. Five . . . Four . . . Three . . .’’
Teachers also heard the discourse of Students move quickly but quietly and
accountability and used it to contrast Kox return to their seats. Kox says,
with previous administrators: ‘‘Straighten up the books around you.’’
Then she walks around, checks their home-
I think everybody is more accountable now. work, and instructs, ‘‘Raise your hand
I hear that word all the time at faculty meet- before you speak.’’ When they settle
ings, ‘‘accountability.’’ down, Kox says, ‘‘OK, we are ready for

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Hallett 61

learning. See you at lunchtime. Have A 3rd-grade teacher, who was also the
a good day.’’ (Fieldnotes) union representative, described numerous
‘‘panicked’’ phone calls leading to a ‘‘mid-
I observed such practices on many occasions. night meeting’’ with Kox (Interview notes).
Kox thought orderly classrooms signaled readi- Kox agreed not to use the forms, but she still
ness for learning, and she would intervene if nec- did a review:
essary. This recoupling of classroom practices
gave flesh to accountability but disrupted Kox and the assistant principal review report
teacher autonomy. Describing Kox, one teacher cards, and Kox wonders aloud, ‘‘If they are
invoked ‘‘Big Brother.’’ He said Kox was all using the same materials, do the teachers
‘‘more visible in the building,’’ and teachers assign the same grades? It’s the same
curriculum’’ (implying they should).
saw her ‘‘in the halls, popping out of lockers,
Kox continues, saying, ‘‘We should
popping out of closets’’ (Fieldnotes). standardize.’’ Looking at a report card she
Grading. Accountability in Midwest City sighs, ‘‘Oh, I don’t like it.’’
included higher and more uniform standards Kox looks at a report card and says in
disbelief, ‘‘Oh, come on! Recognizing
for student achievement, identification of
numbers 1 through 10 is not introduced
at-risk students, and an end to ‘‘social pro- [during the first quarter] in kindergarten?’’
motion’’ of failing students. Kox recoupled Looking at another report card, she
Costen to these policies by reforming grading comments, ‘‘No, this is more than I can
procedures. Unlike previous administrators, handle. Why is it [Rooms] 231 and 232
Kox required accounts of grading so that stu- have different criteria? Are we teaching
dents could be monitored and classrooms the same things to students?’’ (Fieldnotes)
compared. At a staff meeting, she introduced
new forms that standardized procedures: While previous administrations rubber-
stamped grades, Kox scrutinized them.
The first form is for a ‘‘report card Recalling the midnight meeting, Kox said
review,’’ the other for a ‘‘grade book teachers were ‘‘panicking,’’ and one was
review.’’ Kox says she will review their ‘‘very worried because she had never seen
report cards and grade books and use the anyone review her grade book for the last
forms to provide feedback. For grade
26 years’’ (Interview).
books, they should have ‘‘at least 15 grades
per subject.’’ A teacher interjects, ‘‘We’ve Curriculum and instruction. Kox also
never had that much’’ testing and it would
monitored instructional practices and the cur-
require two tests per subject per week, lim-
iting instructional time. Many agree, but
riculum. Accountability reforms required
Kox says testing is important for account- schools to adopt Midwest City’s ‘‘structured
ability because parents often do children’s curriculum’’ or develop their own curriculum
homework. She asks, ‘‘Who wants feed- aligned with policy goals. During a staff-
back on this form this quarter?’’ No one development day focused on the latter, Kox
raises a hand. (Fieldnotes) argued that with the right curriculum, even
‘‘difficult’’ children could ‘‘succeed if you
During a lunch that week, teachers expressed give them the proper support.’’ Echoing
dismay. One exclaimed, ‘‘She wants four themes of accountability, she implored them
grades a week, when are they going to to ‘‘put the foot down and demand the chil-
learn?!’’ Another said grading had to be sub- dren learn,’’ because ‘‘children know when
jective because she ‘‘considers lots of differ- we lower our expectations.’’ Teachers replied
ent things’’ and ‘‘I don’t put a number on that ‘‘there should be order, but there has to be
it.’’ Another agreed and said, ‘‘When I close some noise with creativity’’ and ‘‘there has to
that door, it’s me’’ (Fieldnotes). be a balance with the fluidity required for

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62 American Sociological Review 75(1)

creativity.’’ Emotions simmering (apparent Kox’s decision to recouple classroom


from looks of disgust), Kox defended herself: practices with accountability was conditioned
‘‘I think it’s a misconception to say we want by the logic of accountability that dominated
total order, total control. We are not a boot the institutional environment. Accountability
camp here.’’ She said accountability ‘‘comes was at odds with the prior order, however,
down to the children,’’ because ‘‘if we don’t which had been institutionalized at the
provide the opportunity for them’’ students local level. Recoupling was not a simple
will not escape poverty (Fieldnotes). ‘‘first-order’’ change that modified the
To monitor instruction, Kox required existing system (Bartunek 1984); rather, it
teachers to submit daily lesson plans, and was a ‘‘second-order’’ change that entailed
she organized an instructional review that a discontinuous shift in practices (Weick
included an examination of student work: and Quinn 1999). At Costen, this shift cre-
ated a phenomenon that the teachers labeled
Kox begins, ‘‘Part of my training, my work’’ ‘‘turmoil.’’ Turmoil has two social-psycho-
is to make sure instruction is ‘‘in alignment logical components: epistemic distress and
with the state and city standards,’’ so ‘‘I a partisan reconstruction of meanings that de-
have a form, a very simple form that I have
fines emergent battle lines.
passed out to you.’’ They should fill out the
form based on ‘‘one period a day,’’ and
include ‘‘actual work from the children, so
I can give you feedback.’’ Teachers are to
Epistemic Distress
turn in the form and examples of student
Before Kox arrived, teachers had developed
work with their lesson plans and grading ru-
brics. Based on this review, they will ‘‘come
individual work routines that created a stable
back and talk about the kind of assessments set of meanings, knowledge, and expecta-
we want to do’’ and create some standards tions. The recoupling disrupted that order,
aligned with accountability. (Fieldnotes) and teachers could not operate in their accus-
tomed ways. Their epistemic security was
Later, at lunch, a teacher complained that les- replaced with epistemic distress, that is,
son plans had to correspond exactly to teaching a displacement of meaning, certainty, and
activities on specific days, which was ‘‘ridicu- expectations (Zuboff 1988). Each day,
lous’’ because teachers have to be ‘‘flexible.’’ teachers had only a limited sense of what
Frustrated, her colleagues agreed that lesson would happen. Would Kox observe
plans were intended to aid substitute teachers, classrooms? What was happening with
not constrain practice (Fieldnotes). grading? What about the curriculum? For
Anxiety increased as teachers received com- many, stripped of the routines that organized
ments. A kindergarten teacher, for example, their universe, life no longer felt rational
turned in an exercise where students practiced (Weick 1993).
writing letters. Kox wrote: ‘‘What’s the [grad- Kox’s surveillance entailed an implicit loss
ing] rubric?’’ Baffled by this surveillance, the of status, yet data suggest that teachers were
teacher told me that ‘‘this is bullshit,’’ because more upset with their sudden lack of cognitive
‘‘this is kindergarten’’ and students are ‘‘just control over everyday life. One teacher
learning this letter’’ (Fieldnotes). lamented that life had become unpredictable
because everything ‘‘moves from day to
day.’’ She struggled with this new ‘‘back and
RECOUPLING AND TURMOIL forth’’ because the job was ‘‘hard enough with-
out the merry-go-round.’’ I asked if the prob-
AT COSTEN
lem was the workload, but she replied, ‘‘To
‘‘The school’s been through a lot of turmoil. me that isn’t even the issue so much so, but
A lot.’’ (Interview) the fluctuating.’’ Costen had a settled order,

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Hallett 63

but recoupling put it in flux, and the methods These teachers described a ‘‘problematic
teachers used to exert control over daily life present’’ (Snow et al. 1998) where recou-
were being challenged. As this teacher said, pling created chaos from order. A teacher
‘‘It’s like I’m constantly defending what I’m reflected on this insanity when she said she
doing in my classroom’’ (Interview). wanted a ‘‘sane’’ job and ‘‘you’d have to
During lunch, another teacher described be psycho to stay here more than one or
her distress. Hands and lips quivering, she two years’’ (Fieldnotes).
said she was so ‘‘freaked out’’ by account- This condition was psychologically ex-
ability that she brought a trash bag to school, hausting. One teacher sighed, ‘‘Why can’t
ripped the paperwork Kox used to monitor we have a normal school year? It’s so tiring’’
instruction into ‘‘bits and pieces,’’ put the (Fieldnotes). The normalcy she desired was
pieces in the bag, and ‘‘poured chocolate a sense of familiarity bred from routine.
milk over it’’ as a disguise (Fieldnotes). Ironically, Kox used accountability as a ratio-
This sabotage is fascinating, but it is the psy- nal management tool, but recoupling disrup-
chological horror the teacher felt in response ted the teachers’ routines and their lives
to recoupling that indicates turmoil. suddenly felt irrational (Weick 1993). This
By making the myth incarnate, Kox dis- state took its toll: ‘‘It seems like every day
rupted the previous order, transforming the somebody else is losing it’’ (Teacher inter-
known into an unknown: view). One teacher often mentioned seeing
a therapist ‘‘just for work’’ (Fieldnotes);
Nobody knows what is going to take place and another told colleagues that she skipped
how it’s going to affect us all. (Interview)
school to attend a ‘‘wellness workshop’’
Everybody finally becomes comfortable (Fieldnotes). Another teacher coped by read-
with one thing and then . . . you were happy ing self-help books by Dr. Andrew T. Weil
with what was before, and then you feel dis- (Interview notes).
appointed because you don’t know what’s
going to come in the future too. (Interview)
This seems to be my daily life at Costen.
The Partisan Reconstruction of
It has become par for the course not knowing Meaning
what to expect from day to day. (Excerpt
from an anonymous complaint letter) Turmoil is foremost a state of epistemic dis-
tress, but it has another social-psychological
component. Epistemic distress involves a col-
Because of this unpredictability, the atmo- lapse of meaning, but eventually teachers
sphere seemed crazy: responded by reconstructing meanings in
ways that defined emergent battle lines. When
Maggie: (In a choked voice) I’m betwixt and teachers talked to each other and to me about
between, and it seems like we’re, every the past, they were not just describing their
time we’re told to do something or, this is experience; they were infusing it with meaning.
gonna happen and this gonna happen, then ‘‘Turmoil’’ was their term, and it is not a neutral
the whole thing just falls apart and there’s one. Talk is a basic element in the politics of
no continuity in anything in this school. signification (Benford and Snow 2000; Hall
Brenda: (Agreeing) No, no, that’s right.
1972), and teachers’ ‘‘turmoil talk’’ had politi-
Maggie: (Trying not to cry) I’ve try-, I’ve
really, I’ve just had it, I’ve, I’ve, I’m in
cal aspects (Emerson and Messinger 1977).
a bad place right now, I have just had it. Teachers had no formal authority to fight
Brenda: If we did a survey, I’m gonna bet recoupling, but they did have the informal sym-
75 percent would agree with you, the bolic power (Hallett 2003) to shape meanings.
lack of continuity, the ambiguity. (Video Turmoil has a negative connotation, and teach-
transcript) ers used their version of events to construct the

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64 American Sociological Review 75(1)

recoupling negatively. They did this by (1) principal we had was never ever [watching
reconstructing the status quo ante, (2) criti- them] and this school was supposed to be
cizing the rate of recoupling, and (3) mobilizing one of the best in Midwest City. . . . That is
an anti-Kox campaign. why I can’t understand why there is so
much people looking over our shoulders.
Reconstructing the status quo ante. (Interview)
Reflections on the past always happen in,
and are shaped by, the present (Mead 1932), Teachers also used metaphors in reconstruct-
and the past contains symbolically ing the past: ‘‘If it’s working, why try to fix
reconstructed elements that can be used polit- something that’s not really broken?’’ ‘‘We
ically (Maines, Sugrue, and Katovich 1983). were a well-oiled machine until this adminis-
In light of recoupling, the past at Costen never tration came in’’ (Interviews). My fieldnotes
looked so good, and by presenting a selective were littered with similar phrases; the image
view of the status quo ante, teachers gave of the past as ‘‘working’’ painted Kox as
events a partisan spin. As evident in previous a bad mechanic.
excerpts, their views of the past led to a nega- This is not to say that the teachers’ version
tive depiction of Kox’s reforms. When of the past was false. No data indicate that
a teacher said Welch was a ‘‘really good previous administrations recoupled Costen to
guy’’ who ‘‘let people do their jobs,’’ the sub- accountability. The recoupling did represent
text was that Kox was the opposite. A similar a discontinuous shift, but the teachers’ version
example occurred during a teacher meeting: of the past was selective. Teachers’ lives were
reportedly better in the past, but the school
Connie: When I first started here, in 1989 . . . was not perfect. As noted earlier, almost 50
Brenda: With Dr. Welch? percent of students tested below average in
Connie: (Affirmative tone) It was so calm, and reading, and almost 40 percent tested below
you could teach, no one was constantly average in math, even as Baxter’s students
looking over your shoulder. They knew excelled. Principal Jackson resigned to take
exactly what was going on. I mean, they a job with the company she had hired to align
ordered books, we, we weren’t, we didn’t Costen’s curriculum with accountability poli-
have to do all this extra stuff. We were cies, but only one teacher raised ethical con-
allowed to teach, and I don’t know if this cerns. Such an admission betrays the
is, the, way of the future, but it’s, it’s,
idealized image of the past.
kinda’ stifling.
Maggie: I think, well, I think some of it, I Criticizing the rate of recoupling.
don’t know the percentage, some does
Another way teachers gave ‘‘turmoil’’ parti-
come from, the uh, from downtown [the
central bureaucracy], um, but some is
san meanings was by criticizing the pace of
purely made up here. recoupling. At lunch one day, for example,
Connie: A lot of it I think. (Video transcript) a new teacher said she felt tension in the
air. Her mentor responded: ‘‘She made lots
Connie gave a glowing account of of changes, quickly. In most cases, making
Welch’s administration. In juxtaposition, such quick changes is not good’’
the present was ‘‘stifling.’’ Although Kox (Fieldnotes). Likewise, during an interview
remained unnamed, this contrast between the a teacher said:
two periods clearly reflected negatively on
Mrs. Kox didn’t really take time to look at
her. Other teachers were more direct in their
our school and what the teachers were
evaluations of Kox and the different periods: doing before she changed it. . . . That
wasn’t really fair. . . . If maybe after
They [Kox’s administration] watch over us a year of observing, then make changes.
too much. . . . When I first came here the That would have been more legitimate.

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Hallett 65

While eating lunch with colleagues, another were inclined to ‘‘just ride her out,’’ but this
teacher was more succinct: ‘‘You don’t changed as they reinterpreted the situation,
have a baby in a month, it takes nine and as Drew successfully mobilized a collec-
months’’ (Fieldnotes). tive action frame (Benford and Snow 2000).
While teachers often espoused the popular With the distribution of Drew’s volume,
notion that fast change is bad, Kox and the this form of unconventional opposition
LSC disagreed. Research on organizational (Zald and Berger 1978) became a not-so-hid-
change identifies multiple types of changes, den transcript (Morrill, Zald, and Rao 2003;
but there is little consensus on when change Scott 1990) that prompted the central office
is negative (Barnett and Carroll 1995; to conduct an official investigation.
Brown and Eisenhardt 1997). Whether the Investigators observed Kox, interviewed
pace of recoupling was bad or not, teachers teachers, and held meetings. Kox never broke
used this rhetoric to create negative meanings. any formal rules and never overstepped her
authority, so nothing substantive happened,
Mobilizing an anti-Kox campaign. Over but the movement had a vital symbolic out-
time, as teachers created meanings they come. It framed Kox and the turmoil nega-
could use as the basis for political action, tively and countered the frame advanced by
they tried to protect the prior order by mobi- the LSC, which repeatedly gave Kox excel-
lizing against Kox. This effort was spear- lent performance reviews based on her
headed by Mrs. Drew. Inspired by accountability efforts (Hallett 2007).
colleagues who had sent individual com-
plaint letters to the regional office, Drew
asked them for copies and solicited new let- The Upshot of Turmoil
ters. She gathered the complaints into
a 119-page volume titled Turmoil at The epistemic distress and emergent partisan
‘‘KOX’’sten School. The volume included battle enveloped Costen in turmoil and
36 letters from more than 27 teachers,13 as affected everyone. A teacher described the
well as 8 letters from 6 staff members. turmoil as ‘‘hard for all of our personal
Entries decried the rate of recoupling and health’’ (Fieldnotes). Likewise, at a lunch
Kox’s tough, accountability-based approach. near the end of my fieldwork, a teacher said,
Drew sent copies to district, regional, and ‘‘Everyday it’s harder and harder to come
central offices; the teachers’ union; and any- here.’’ Her colleague agreed and tried to be
one else she could think of: positive, saying that at least it was ‘‘not
September.’’ Another said, ‘‘I counted up
I plastered her [Kox’s] name all over this
city. Everybody I could think of I sent
the days, 21 more to go’’ (Fieldnotes). The
that book to. And the book was just magnif- turmoil also wore on Kox and the LSC. Kox
icent. . . . It had, oh God, maybe a good 40 battled frequent colds, and the LSC chair
odd letters from various teachers. . . . And said he was at the ‘‘end of his rope.’’ When
the title of the book was, a little thing I asked how he coped with the turmoil, he
with her name, ‘‘Kox,’’ Turmoil at said, ‘‘I don’t. I get sick. . . . It takes a terrible
‘‘KOX’’sten School. . . . And through the toll on me personally’’ (Interview).
whole process, all I kept hearing was There was also evidence that recoupling
‘‘You can’t make principals change. . . . and turmoil affected educational outcomes.
Let’s just ride her out and eventually she’ll A quarter of the veteran faculty left and
be gone.’’ I was just like ‘‘No, no.’’ The
were replaced with inexperienced new-
reason it’s so difficult to combat leadership
is that everybody runs scared. (Interview)
comers. Moreover, teachers rarely discussed
the core technology of schooling: instruction.
Initially, most teachers did not know how to When I asked a teacher how she coped with
respond to their epistemic distress. Many the turmoil, she said: ‘‘I close that door. . . .

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66 American Sociological Review 75(1)

Once I have to open that door and be part of DISCUSSION


the bigger community, I—it’s difficult and
stressful. . . . I don’t go out there much’’ Meyer and Rowan’s work on myth and cere-
(Interview). Teachers young and old mony inspires us to explore the myth incar-
responded in kind. The classroom can be nate, but doing so requires a modified stance
a sanctuary from turmoil, but closed doors in regard to data and theory. Contemporary
inhibit the formation of an instructional NI is associated with an external, macro focus
community conducive to improvement (Scott 2008), and without taking a more local
(Rosenholtz 1989). view, we cannot see recoupling, examine how
The advent of turmoil coincided with it unfolds, or understand the social psychology
a drop in reading scores (from 56 percent at of turmoil. By taking such a local view, this
or above national norms to 54 percent). article extends NI and advances efforts to
While this decline was small, it marked the ‘‘inhabit’’ institutionalism (Scully and Creed
reversal of an upward trend dating back to 1997) by bringing work activity, social inter-
1991. Whether this decline was caused by action, and local meaning-making back into
the turmoil is debatable,14 but teachers inter- the picture.
preted it that way on two grounds: practices
Work activity. In NI’s foundational pieces,
they felt were proven had been tampered
work, or the ‘‘technical core,’’ was central,
with, and their veteran colleagues who chose
although some scholars thought that in institu-
to leave were replaced with rookies. In this
tional organizations like schools, work would
way, test scores fed into the partisan con-
be decoupled from institutional myths (Scott
struction of turmoil. Meanwhile, Baxter con-
tinued to outpace Costen, creating more and Meyer 1983). As NI evolved in a macro
direction emphasizing fields, diffusion, and
pressure. This pressure was exacerbated by
isomorphism, actual work was often left
federal NCLB policies mandated after I stop-
behind.15 This prompted Barley and Kunda
ped fieldwork. In the first year of NCLB
(2001) to call for research that brings work
(2003 to 2004), Costen failed to meet ‘‘ade-
‘‘back into’’ organizational sociology.
quate yearly progress’’ in seven areas, and
Observing work is perhaps the best way to
Costen’s inability to meet NCLB bench-
identify the couplings between organizations
marks in 2007 and 2008 triggered ‘‘choice
transfers,’’ enabling students to go else- and myths. At Costen, teachers’ work routines
structured the prior order, provided epistemic
where. Despite Baxter’s relative success, it
security, and created a loosely-coupled system
also struggles with recoupling. Like Costen,
of autonomy akin to professionalism.
its inability to meet benchmarks has triggered
Likewise, via her surveillance of and interven-
choice transfers.
tions into work activity, Mrs. Kox recoupled
Costen’s story reveals a hidden irony of
Costen to accountability. By emphasizing
accountability. Accountability intends to
how the combination of work and institutional
reduce ambiguity by creating transparent
standards for all schools. It is supposed to myths structures organizations (Barley 1986;
Barley and Tolbert 1997), inhabited institu-
create certainty, but when recoupled to local
tionalism harkens back to this neglected
practices it can have the opposite effect—the
foundation.
epistemic distress central to turmoil. In many
settings, conformity to myths meant to ratio- Social interaction. Attending to interac-
nalize an organization’s policies can increase tions fosters an institutionalism that takes
politicization and decrease the legitimacy of people and their relationships seriously but
‘‘rational’’ myths (Stryker 1994). At does not revert to methodological individual-
Costen, the myth incarnate was an ugly ism. NI has been criticized for creating
reality. a ‘‘metaphysical pathos’’ (DiMaggio 1988),

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Hallett 67

where institutions are ‘‘disembodied struc- of practical activity and tacit knowledge,
tures acting on their own volition’’ and actors and Berger and Luckmann’s analysis of typ-
are ‘‘powerless and inert in the face of inex- ification and externalization (DiMaggio and
orable social forces’’ (Colomy 1998:267). Powell 1991). NI’s social psychology is a var-
One solution was to depict people as institu- iant of phenomenology and ethnomethodol-
tional ‘‘carriers’’ (DiMaggio and Powell ogy writ large. It has culture and meaning,
1991; Scott 2001), but this view is overso- but the interactions that fascinated
cialized and implies that people act out Garfinkel and other micro-sociologists drop-
myths in rote ways (Fligstein 2001). ped out. As such, institutional myths are
Another solution was to depict some actors commonly treated as exogenous and ‘‘analyt-
as ‘‘institutional entrepreneurs’’ with the ically removed from the more active strug-
resources and skills to realize their interests gles over meaning’’ (Lounsbury, Ventresca,
and remake institutions accordingly and Hirsch 2003:72). An inhabited approach
(DiMaggio 1988). Intentionally or not, this extends NI’s interest in macro-cultural myths
creates an imagery of heroic individuals by giving concurrent attention to how mean-
(Maguire, Hardy, and Lawrence 2004) that ing evolves via local interactions. When Kox
is inconsistent with NI’s important critique recoupled Costen, local meaning processes
of atomistic, utilitarian, rational-choice mod- played a dual role. First, teachers experi-
els where actors’ preferences and interests enced a collapse of meaning concerning the
are treated as exogenous to the larger cultural world they took for granted. Second, they
order (DiMaggio and Powell 1991). attached negative meanings to their episte-
The attempt to solve the problem of mic distress. These meanings defined their
agency by using an approximation of an actor perspective and the ensuing turmoil. By
that NI tries to reject is awkward, and ‘‘not attending to the stability, disruption, and re-
all change is led by entrepreneurs, and surely creation of meanings, inhabited institutional-
heroic actors and cultural dopes are a poor ism fuses NI’s macro-phenomenology with
representation of the gamut of human behav- insights from the ‘‘negotiated order’’ branch
ior’’ (Powell and Colyvas 2008:277). A pos- of symbolic interactionism (Fine 1984;
sible solution is to focus less on individual Maines 1977; Strauss 1978).
agency and more on interaction—a ‘‘supra- An unfortunate side effect of the myth con-
individual level of analysis’’ (DiMaggio cept as used in the second sense (i.e., the cer-
and Powell 1991:8) concerning what ‘‘peo- emonial presentation of tight couplings that
ple do together’’ (Becker 1986). Regardless disguise local activities) is that it reifies a false
of whether one views Kox as a dopey slave dichotomy between symbolic realms of mean-
to accountability, as an empowered entrepre- ing and substantive realms of activity.
neur who brought accountability to Costen, Although symbols can be facxades, in symbolic
as a task-oriented despot (the teachers’ interactionism they are also the basis of activ-
view), or as an intrepid leader (the LSC’s ity. In managing symbolic meanings we man-
view), she was only one part of a larger pack- age substantive action. Kox had many
age of consequential interactions that in- problems in this regard. At the close of my
habited accountability at Costen and were fieldwork, she reflected: ‘‘When I came in, I
bound with meaning-making processes. didn’t take the time to establish the rapport
because I was eager to get the job done’’
Meaning-making. One of NI’s great vir- (Interview). Neglecting these interactions,
tues is its theoretically rich account of myths Kox failed to build social capital with teachers
as macro-cultural meanings that are widely and lacked what Fligstein (2001) calls ‘‘social
shared and taken for granted. This view skill.’’ As a result, she lacked the symbolic
was abstracted from Garfinkel’s discussion power (Hallett 2003) to recast the teachers’

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68 American Sociological Review 75(1)

negative frame and control their responses to formulated out of their epistemic distress; it
recoupling. had to be meaningfully articulated as a basis
Had Kox successfully managed interaction for activity, which occurred via the reconstruc-
and meaning, and had teachers interpreted tion of the status quo ante, criticism of the rate
things differently, the outcome would have of recoupling, and mobilization against Kox.
been different. This possibility becomes clearer While inhabited institutionalism has
in light of an internal comparison. In the second a robust social psychology, it does not ignore
year of my research, Costen hired another assis- social structure. Institutional myths are part
tant principal. ‘‘Mr. Carrol’’ was chosen of an obdurate environment that confronts
because, to quote Kox, ‘‘he has good people organizations. Accountability has teeth because
skills’’ (Interview). Initially, teachers were sus- resources, rewards, and punishments are tied
picious and expected Carrol to imitate Kox, but to compliance and performance. Kox could
he enacted a pliable, humble demeanor that dis- have sustained loose coupling, but height-
tanced him from his formal position and ened external surveillance made symbolic
humanized him in the teachers’ eyes. Unlike compliance difficult. Kox could make recou-
Kox, he cultivated interactions and acquired pling stick because she had rational-legal
symbolic power that he later used to manipulate authority, and teachers’ weak professional
meanings and teacher responses, enacting status provided little protection. Teachers
accountability without turmoil, even while cre- could reconstruct meanings and shape tur-
ating similar recouplings as Kox (see Hallett moil, but they could not prevent recoupling.
2007). If we are to understand the importance This becomes evident in comparison to pro-
of myths such as accountability, and how re- fessors (Ingersoll 2003). Since 1983,
coupling can generate a range of outcomes, accountability reforms have increased in K
we must attend to the ways in which these medi- to 12 and higher education, but as Mehta
ating processes inhabit institutions. (2008) argues, professors’ training regimen,
An inhabited view also extends OI’s focus mastery of specialized knowledge, and power
on micro-politics, traditionally viewed as bat- to exclude practitioners create a formal pro-
tles for resources and conflicts of interests fessional status that, for the time being,
(Scott 2001; Selznick 1949), by regarding blocks accountability at the university door.
meaning as a battleground. The teachers had
an interest in maintaining a loose coupling
between accountability and classroom practi- CONCLUSIONS
ces, as this provided autonomy and a quasi-pro-
fessional status. Moreover, their individualized This article pushes institutional research by
work routines created epistemic security. asking questions that follow from Meyer
However, their first response to recoupling and Rowan’s (1977) classic article: What
was bewilderment in the form of epistemic dis- happens when myths become incarnate?
tress, not protection of interests. They experi- How does this happen? What are some of
enced a collapse of meaning that rendered its implications? Answering these questions
them action-less, and as Mrs. Drew said, (1) articulates recoupling processes, (2) iden-
many were inclined to ‘‘just ride her [Kox] tifies the possible outcome of turmoil, and
out.’’16 As social movement scholars note, (3) advances an inhabited institutionalism.
common interests must often be socially con- At Costen, the myth of accountability coun-
structed (Benford and Snow 2000), and this is tered the loosely coupled order that had been
also true in organizational contexts (Davis institutionalized at the local level and pro-
and Thompson 1994; Scully and Segal 2002). vided teacher autonomy. Organizational life
The teachers eventually fought in the interest is often characterized by competing institu-
of autonomy, but this nascent interest was tional pressures (Heimer 1999), and there is

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Hallett 69

a research tradition that examines this kind of Conceptually, recoupling has utility
‘‘contested terrain’’ (Edwards 1979) and sug- because it provides a macro-micro link.
gests that workers resist impositions on auton- Environmental conditions promote recou-
omy. This is an important backdrop, but to pling, but recoupling unfolds at local levels,
argue that Costen is merely a story of compet- possibly leading to epistemic distress and
ing pressures would gloss the dynamics that partisan meaning construction. Empirically,
make it so. It is how turmoil emerged, devel- the overall extent of recoupling and turmoil
oped, and unfolded that is revealing and con- are questions for future research, but there
ceptually valuable. Accountability and are reasons to believe Costen is not unique.
autonomy came into tension at Costen because Under NCLB, most schools face accountabil-
the myth of accountability was made incarnate ity pressures. More generally, accountability
when recoupling replaced loose coupling. The is a manifestation of an ‘‘audit culture’’
recoupling disrupted the routines that had that has gained widespread legitimacy with
ordered the teachers’ world, sparking episte- the expansion of the neo-liberal economy
mic distress and a series of interpretive (Strathern 2000). Moreover, accountability
responses that reconstructed a set of meanings as a form of governance has diffused across
and defined the emergent battle (turmoil). multiple organizational types (Power 1994).
One could argue that Kox was a poor I propose that recoupling is likely to occur
leader, but this would not explain the whole under conditions of accountability for four
story. It provides little leverage for under- interrelated reasons. First, accountability
standing why the LSC hired Kox (because involves commensuration. By simplifying
of accountability pressures), or why they information with quantitative measures, com-
interpreted her as a strong leader and eagerly mensuration changes what we attend to and
renewed her contract (because they gave her how we respond (Espeland and Sauder
a mandate to recouple the school and she 2007). Second, standardization creates
fearlessly did so despite teacher resistance). benchmarks, facilitating more scrutiny
Throughout the duration of my fieldwork, (Sauder and Espeland 2009). Third, account-
the LSC viewed Kox as an overall success.17 ability is a coercive rationale (DiMaggio and
The teachers clearly believed that Kox was Powell 1983). It holds that people must be
a bad leader, but in many ways ‘‘leadership’’ watched—a contrast to Meyer and Rowan’s
is a folk concept that rests in the eye of the (1977) assumptions about ‘‘confidence and
beholder (Meindl 1995). Likewise, interpre- good faith.’’ Finally, compliance is often en-
tations of whether Costen was a ‘‘well-run’’ forced through material rewards and
or ‘‘disorganized’’ workplace (Hodson punishments.
1999) varied. According to teachers, Kox The relationship between accountability
dismantled a ‘‘well-oiled machine,’’ but the and recoupling can be explored through crea-
LSC felt Costen had finally become ratio- tive, large N quantitative studies, but some
nally organized. Test scores dipped, but local conditions associated with recoupling
they believed Kox created an infrastructure and turmoil escape easy measurement.
for improvement. As Hodson (1999) notes, Recoupling depends partly on agents who
to analyze such situations researchers must believe in it (like Costen’s LSC) and good sol-
assume fixed norms, but organizational diers who follow through (like Kox). The sec-
norms are often fluid. These are the kind ond part of turmoil—the partisan
of local, constitutive processes that inhabit reconstruction of meaning—is fluid and con-
institutions, and they must be addressed tingent on local dynamics best captured via
if we are to fully understand the impli- qualitative methods. The comparison of Kox
cations that institutional myths have for and Carrol highlights the need for small N,
organizations. cross-case comparative research to explore

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70 American Sociological Review 75(1)

local conditions under which the meaning pro- National Education Association, school dis-
cesses that generate turmoil operate, and how tricts in Michigan, Texas, and Vermont filed
they might be managed. New ethnographic a federal lawsuit (Pontiac v. Spellings) call-
research should also examine the reverse of ing for exemptions from NCLB requirements
recoupling, uncoupling: the process of replac- that are not funded by the federal govern-
ing tight couplings with loose couplings or ment. Accountability lives, but when
decouplings. Through uncoupling, the myth Congress debates the reauthorization of
incarnate is transformed into myth and cere- NCLB, it will be in an environment where
mony. This too could disrupt an established its legitimacy is no longer taken for granted,
organizational order, but does uncoupling cre- but is negotiable. Whatever the outcome, in-
ate epistemic distress and partisan reconstruc- habited institutionalism draws attention to
tions of meaning (i.e., turmoil)? An inhabited these settings as locales for reproducing and
approach to institutions provides a sensitizing revising prevailing institutional myths.
framework for examining these possibilities,
an endeavor valuable for scholars and practi-
Acknowledgments
tioners alike.
Turmoil is a local outcome, but it could I thank Gary Alan Fine, Marc Ventresca, James Spillane,
Tom Gieryn, Brian Steensland, Tim Bartley, Elizabeth
have larger consequences. Research on law
A. Armstrong, Michael Sauder, Ryon Lancaster,
finds that as organizations respond to laws, Wendy Espeland, Janice Aurini, Maurice Garnier,
these responses construct ‘‘legal’’ activity, Amy Binder, Rob Robinson, Fabio Rojas, Brian
shaping law itself (Dobbin and Kelly 2007; Powell, Ho-fung Hung, Stephen Barley, Carol Heimer,
Edelman, Uggen, and Erlanger 1999). Like Emily Meanwell, and members of the PEC and Junior
Faculty Working Group at Indiana University.
inhabited institutionalism, this work on
‘‘the endogeneity of law’’ suggests a more
recursive relationship than is typical in NI. Funding
When myths become incarnate, they become
endogenous to organizations, and their mean- This research was supported by the Distributed
Leadership Study funded by grants from the National
ings become subject to local processes that Science Foundation and the Spencer Foundation,
can transform the myth itself. Thus, while Northwestern University’s Dispute Resolution
institutional myths channel political activity, Research Center, and a Northwestern University Saul
political processes can also alter the mean- Mackoff Dissertation Year Fellowship. All opinions
ings of those myths (Clemens 1997; Rao and conclusions expressed are those of the author and
do not necessarily reflect the views of funding agencies.
1998). At Costen, accountability was trans-
lated from a rational model of how schools
should operate into problematic turmoil. Notes
Such processes might, over time and in 1. These observations were published after the 1977
the aggregate, delegitimize accountability. article (Meyer and Rowan 1978) but were analyti-
In April 2008, a Seattle teacher was sus- cally prior (Meyer and Scott 1983).
pended for refusing to administer standard- 2. Perhaps because of this confusion, most work after
ized tests (Shaw 2008). He said the tests 1990 replaces ‘‘myth’’ with ‘‘institutional logic’’
(Friedland and Alford 1991).
‘‘create panic, insecurity, low self-esteem, 3. As I am using it, ‘‘re’’ signifies a change of state
and sadness for our students,’’ suggesting and reversal of direction from loose to tight cou-
that turmoil is not exclusive to teachers, or pling. ‘‘Uncoupling’’ signifies a change of state
to Costen School. More than 140 organiza- and reversal of direction from tight to loose cou-
tions representing 50 million members pling. Recoupling and uncoupling are distinct
from simple changes of state (e.g., loose coupling
signed the ‘‘Joint Organizational Statement to decoupling).
on No Child Left Behind,’’ calling for major 4. Davies and colleagues (2006:18) qualify these find-
changes to NCLB. With support from the ings by noting that the weak institutionalization of

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Hallett 71

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Sociology 99:847–910. leadership (with Spillane and Diamond, Sociology of
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Richard Scott. 1994. ‘‘The Legalization of the zations (The Sociological Quarterly 2003).

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