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Household survival in crisis: austerity and relatedness in Greece and Portugal

Lead Research Organisation: University of Kent
Department Name: Sch of Anthropology & Conservation

Abstract

The recent economic crisis and its impact on the countries of the European southern periphery has greatly impacted the everyday lives of millions of citizens and their families. In Greece and Portugal, many of these people had entered into consumer society only relatively recently, but their newly acquired habits are already being called into question. To what extent can they rely again on previous (community-based and family-based) modes of social security? The sense of legitimate personal self-promotion that democracy fostered (accompanied by a tremendous increase in rates of literacy) is now being dashed in violent ways, particularly among the young people, whose expectations for the future have been placed on hold.

The social dimension of this crisis is frequently assessed in terms of political rhetoric and broad figures, yet people's personal experience and the effects on marriage, child-rearing, access to higher education, inter-generational dependence, old-age care, and psychological health, have received little attention.

Responding to this profound change, our project investigates household responses to austerity in two countries of equivalent size (Greece and Portugal), which have been seriously afflicted by the financial crisis and their population is now experiencing heavy austerity measures. The two countries have comparable political histories (e.g. recovered from dictatorships, joined the EU, experienced a period of consumerist modernisation before the crisis), but also contrasting cultural histories (e.g. Catholicism vs Orthodoxy, role/position during colonialism) that may inspire different responses to (and perceptions of) the crisis and external aid or intervention.

In order to record the consequences of and responses to the economic crisis, as these are experiences in local contexts in Greece and Portugal, we employ ethnographic methods to access socially intimate spaces, paying particular attention to household budgeting and economic cooperation between extended family members. We focus on everyday adaptations to the crisis that have so far escaped the attention of top-down accounts. We explore emerging household responses to lower salaries, increased taxation, job scarcity, and reduced social security.

Our research objectives involve a systematic study of the coping mechanisms of working- and middle-class families in Greece and Portugal. We will place particular emphasis on modes of cooperation between extended family members, such as sharing accommodation or meals, caring for dependents on a reciprocal basis, re-use of inherited properties or previously undeveloped familial capital, and new commercial or humanitarian initiatives. We will investigate how particular family members experience these re-adjustments, inviting our respondents to share insights of recent transformations in their lives, which may potentially include a perceived loss of privacy or independence, and a return to culturally embedded patterns of reliance on extended family networks.

In an attempt to escape from static, populist, and top-down analyses of the crisis, our project will document the local ramifications of the crisis along with everyday modes of coping with it. Our dynamic and innovative approach sheds valuable light on the quotidian dimensions of the crisis and how they reflect the experience of self-worth. Our comparative focus (Greece and Portugal, and two fieldwork locations in each country) also contributes to assessing socio-cultural variation in economic and moral constraints. As the two countries diverge in their response to crisis, we assess what are the factors of divergence that may be taken into consideration in analyses of political and financial performances carried out at more macro-social levels.

Planned Impact

At a moment when Portuguese and Greek societies are desperately trying to respond to changes that are threatening the very framework of personal self-worth, familial subsistence and community well being, the impact of a project like ours has two dimensions: (A) very broadly, giving voice to people's preoccupations so as to make them available to those who produce policy locally and to those who create opinion internationally; (B) more specifically, working with those who are in the terrain, helping them to understand the more immediate contours of the social crisis.

In broad terms, the proposed research will contribute valuable insights to all those interested in understanding the local consequences of the crisis (policy makers, but also members of the general public). It will outline such consequences (visible, or so far invisible) in a clear, approachable and systematic manner, focusing on the impact of the crisis on household and personhood. The social impact of such research is seldom observable in the short-term. Thus, it is important for the researchers to engage local media so as to divulge their research at the same time as it is made. Over the course of the project, researchers will attempt to work with local journalists and media agents in creating informed commentary. Our team will attempt to address their interests throughout the research, encouraging communication with local media to pursue dissemination, and also to access data sources and social networks that may be available to local media.

In more local terms, however, our project also aims to highlight innovative local adaptations to austerity, and record (documented, and so far undocumented) ways of coping with the crisis. In this respect, it will bring to the fore local attempts to enhance quality of life in crisis-afflicted Greece and Portugal. A number of NGOs, charities and local networks of providing humanitarian help (such as food banks, poverty-relieving charities, educational charities, etc.) are present in each of two countries. Part of the research will involve communication with (and participation in the humanitarian activities of) such organisations and local networks, so as to assess how they adapt and respond to social change. We will investigate how has the crisis related to religious and philanthropic activities. Small NGOs are especially challenged by the reduction of charitable contributions and the increase in the perceived needs of the people they support. The researchers will contact such organisations in the hope of creating collaborative knowledge and, thus, increase social impact.

Dissemination through the project's website and project block will be constant, and will be put in place from the early stages of the project. This will enable non-academic users, such as journalists and policy makers, to access emerging conclusions, and benefit from the project. We are fully aware that the macro-economic processes that produced this "financial crisis" are not resolvable at local level. It does seem important, however, to consolidate views that permit the wider international public to have a better informed opinion concerning what is happening in the margins of Europe. This is particularly important in countries such as the UK and Germany where media views of what is happening in the peripheries of Europe are seldom based on knowledge of what actually happened in these countries, and more often based on national political agendas. For example, we are today deeply indebted to the writers, anthropologists, sociologists, psychologists and artists (namely photographers) who left us records of the austerity that afflicted United States in the 1930s. Our hope is that projects such as ours will have a similar role in the future, when more realistic attempts are made to create a more sustainable economic order in Europe.

Publications

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De Pina-Cabral J (2018) Familial persons in dark times in Social Anthropology

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Pina-Cabral J (2021) Thinking about generations, conjuncturally: A toolkit in The Sociological Review

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Theodossopoulos D (2020) Solidarity Dilemmas in Times of Austerity: Auto-ethnographic Interventions in Cultural Anthropology

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Theodossopoulos D (2020) Iphigenia's sacrifice: generational historicity as a structure of feeling in times of austerity in Journal of the Royal Anthropological Institute

 
Title Graphic ethnography in posters at the University of Kent 
Description 1. A series of panels with images in the form of graphic ethnography, presented in posters at the University of Kent (2017-8) 
Type Of Art Artwork 
Year Produced 2018 
Impact Graphic ethnography assists public dissemination, and further enhances academic dissemination. 
 
Title Graphic ethnography used to popularise finding in Patras, Greece 
Description A series of graphic ethnography sketches were used to summarise and disseminate project finding in one of the project field sites, Patras Greece. The graphics were drawn by the PI, Prof Theodossopoulos, emulating the style of a well-known mid-twentieth century Greek political cartoonist. Sharing the graphics with respondents in Patras provided opportunities to disseminate the project work and popularise academic conclusions. 
Type Of Art Artwork 
Year Produced 2018 
Impact Respondents in Patras were very attentive to this new medium of dissemination. They expressed their interest and thanked the PI for being included in the research process and informed of the findings. 
 
Description OUR DATA
Significant ethnographic data that emerged from this project have been now accumulated. The original data collected by the PI and CO-I are now supported by comparable data collected by the 2 students researchers. Ethnographic data arising from the project are submitted to the UK Data Service, while additional data are available through our research outcomes. Some of the later are published, while most are still under review in high-ranking academic journals. Additional papers were presented in international conference, while four articles have been translated for publication in Greece and Portugal. They are, at the moment, under review. New publications will take a final form-after revision, following peer academic review-in 2020, 2021 and 2020. One of the two project students is still at the writing up stage (due to a combination of medical complications and maternity leave); this development has delayed our comparative cross-cultural analysis, which will be completed after the submission of her PhD (by the end of 2020). The other project student submitted her PhD and is revising her minor corrections.

NEW KNOWLEDGE
The project has provided so far a valuable set of new data that outline the local consequences of economic austerity in Greece and Portugal. This knowledge enables the generation of analyses that take seriously into account the perceptions, experiences and adaptations of everyday citizens living under austerity. The latter are assessed diachronically, prioritising qualitative data collected in informal contexts-in other words, perspectives that represent a view from below.

Our data indicate that
(1) the family is the main source of support for individuals affected by austerity in Greece and Portugal,
(2) in Greece significant secondary support is provided by formal and informal solidarity initiatives,
(3) in both countries, young adults are seen as having suffered from austerity more directly.

In particular, our respondents in Greece and Portugal maintain that

(1) Economic austerity has afflicted different households at different degrees; the most vulnerable being those that were in debt during the decade preceding austerity. Common household adaptation strategies to austerity include a significant reliance to extended-family resources, for example (a) younger adults moving back to their parental house, (b) pensioners supporting children and grandchildren, (c) those in employment assisting unemployed family members.

(2) (in Greece) informal solidarity and humanitarian initiatives contributed to the short-term (superficial) amelioration of the effects of economic austerity; informal initiatives were complemented by municipal food/medicine banks and aid provided by the Church. Citizens that participated in solidarity/humanitarian initiatives were concerned about the ethics of solidarity-for example, (i) criteria of deservingness corresponding to categories of beneficiaries, and (ii) the long-term dependency of certain type of beneficiaries on aid, a concern exacerbated by the protracted nature of austerity. The role of solidarity initiatives was less significant in Portugal, and included primarily the initiatives of the Church.

(3) a younger generation of adults-who attempted to enter the labour market from 2005 to 2015-were seen as the category of citizens that suffered more directly by austerity policies. Data from Greece and Portugal indicate that economic austerity disrupted previous expectations of prosperity and social mobility; those who came of age during austerity perceived a serious disruption in their life ambitions. Generational comparisons produced diachronic data about household-wellbeing, extending over different generations. Diachronic and cross-cultural comparison indicates the perception of a distinct 'generation of austerity' (or millennial generation), which is seen as having suffered disproportionally from unemployment and austerity policies.

INNOVATION
(i) The project team experimented successfully with a 'generational approach' to ethnographic data collection (which encouraged respondents to compare their experiences with those of other generations). This approach has enhanced our scope of diachronic comparison, adding depth to our analysis--of what is otherwise seen as--a 'very-recent' set of problems (the consequences of austerity crisis).

(ii) We introduced new forms of graphic ethnography: sketches and digital drawing of photographs developed as an ethnographic narrative or commentary, in the form a graphic novel or political cartooning. This approach promises to popularise our outcomes and enhance academic dissemination.

LIMITATIONS AND OPPORTUNITIES
The project opened up new research dilemmas, related to two fundamental dimensions:
(a) the protracted nature of the austerity crisis. Our respondents argue that they still live under austerity. In this respect, our findings illustrate the consequences of austerity as these have been experienced 'so far'.
(b) our temporal proximity to the austerity crisis. The research project addressed timely developments that are located too close to the present; e.g. the first phase of the austerity in Greece and Portugal.

These limitations invite new research that extends the scope of our project into the immediate future: an opportunity to expand our diachronic analysis to the second (consolidated) phase of economic austerity.

We will continue publishing articles emerging from the project for the next 3 academic years. We hope to have a much more clear view of the emerging conclusions by February 2022.
Exploitation Route We have already taken important steps towards academic dissemination:
- we organised the project's workshop in Lisbon (10-12 January 2018), in collaboration with two other projects based in Barcelona and Lisbon respectively,
- we organised a second workshop at the University of Kent (Friday May 17th, 2019),
- we have published academic articles, and presented additional articles in several international academic conferences,
- we have organised panels about austerity and its consequences in 3 international conferences,
- we have written 2 articles in Greek and 2 in Portuguese.
As our academic outputs become revised and take a final form, we are in a better position to disseminate our key finding among the public and NGO users in Greece and Portugal:
- we have generated images--from drawing and photographs--to popularise our findings through public dissemination,
- we are in contact with local humanitarian groups who are interested to learn from our research experiences and data.
Sectors Government

Democracy and Justice

Culture

Heritage

Museums and Collections

URL http://onlinelibrary.wiley.com/doi/10.1111/1469-8676.12304/abstract
 
Description Our findings have been used by NGOs and humanitarian initiatives to evaluate the consequences of austerity and obtain an insider's perspective about how such consequences have been felt by particular individuals and families. Professor Theodossopoulos (PI) and Ilektra Kyriazidou (project PhD student) provided informal consultancy regarding the topic of deservingness and humanitarian aid to solidarity groups in the towns of Patras and Thesalonika. Pofessor Pina Cabral shared data with humanitarian actors and the local municipality in Portugal. Our beneficiaries were particularly concerned about local, invisible experience of austerity in their efforts to improve their criteria for deciding which categories of citizens were in greater need. We presented them with informal consultancy and insights from our publications that critically address the issue of 'deservingness.' NGO professionals and volunteers in both countries-but more evidently in Greece-were concerned about the hierarchical implications hidden behind philanthropic activities and aid (including existing criteria of aid-deservingness). They underlined that our work helped them become "more self-critical" about humanitarian giving. They also said that our work helped them reflect about the "complexity" of the overall austerity experience, a realisation that can encourage a more nuanced involvement with humanitarian aid. Our informal consultancy drew from our academic publications in this area: two articles published by Professor Theodossopoulos (in Social Anthropology and Cultural Anthropology), one article by Professor Joao Pina Cabral (in Social Anthropology) and Ilektra Kyriazidou's PhD thesis. Additional publications that emerged from the project are currently under review. A second PhD thesis written by the second project-student, Lisa Rodan, was submitted in February 2021. It will be examined, and (subject to corrections) submitted to research fish, later in 2021. This new wave of publications and the second PhD thesis will undoubtedly generate a new pool of data and conclusions to be disseminated among our local contacts in Greece and Portugal. A second area of impact, which is not yet fully assessed, is generated by our use of innovative ethnographic methods, in particular graphic ethnography. These involve a combination of text and images in graphic-novel form. Our graphic engagements make visible particular dimensions of austerity. We have used graphic ethnography to popularise our academic articles and our analyses. We will be able to report additional details of the impact generated through this engagement after the completion of forthcoming publications. Thirdly, significant academic dissemination was realised during the project's conference in Lisbon and during a second major event in Canterbury. Members of the public and journalists attended these events. They declared that our academic presentation-and in particular, our ethnographic data-provided them with 'a view of austerity' that is otherwise 'not directly visible.' We will be in a much better position to evaluate the overall impact of our project's findings in two years from now; and after the end of the COVID lockdown, which has limited our travel and opportunities to disseminate our work.
First Year Of Impact 2019
Sector Government, Democracy and Justice
Impact Types Cultural

Societal

 
Title Graphic ethnography 
Description Graphic ethnography, is an ethnographic tool. It relies on the use of images -- sketches and photography -- presented in the form of a graphic novel, to construct an ethnographic narrative that presents ethnographic data, and/or illustrates an ethnographic analysis. Members of the research project have used this tool on the following occasions so far: 1. Graphic ethnography used in a peer-reviewed publication that has emerged from the project [article in Social Anthropology]t; see http://onlinelibrary.wiley.com/doi/10.1111/1469-8676.12304/full 2. Graphic commentary used in the project's Facebook page. See https://www.facebook.com/pg/householdsincrisis/photos/ 3. Graphic ethnography used in a peer-reviewed publication that has emerged from the project (article in Social Anthropology). 4. Graphic ethnographic panels used in a peer-reviewed publication that has emerged from the project (JRAI) 
Type Of Material Improvements to research infrastructure 
Year Produced 2016 
Provided To Others? Yes  
Impact The introduction of this research tool is at an experimental stage. There is not notable impact so far. The research tool was presented to academic audiences at the University of Kent, and Goldsmiths College, University of London. 
URL http://onlinelibrary.wiley.com/doi/10.1111/1469-8676.12304/full
 
Description Project workshop 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Postgraduate students
Results and Impact Our project-workshop, "Ten Years of Crisis: The Ethnography of Austerity", was organised in Lisbon [January 10-12, 2018] in collaboration with two other research projects concerned with the consequences of austerity: [1. ERC funded, 'Grassroots Economics" GRECO, Uni of Barcelona, and 2. FCT funded "Care as sustainability in crisis situations", CRIA, Portugal]. This international collaboration brought together researchers, research-students, artists and journalists. The consequences of austerity were examined from a comparative, cross-cultural perspective, and with special focus on Southern Europe.
Year(s) Of Engagement Activity 2018
URL https://arestacooperativa.files.wordpress.com/2018/01/ten-years-of-crisis_program-with-abstracts.pdf
 
Description Researching Austerity - Open Event 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Other audiences
Results and Impact Open Event - Researching austerity: Concepts, methods and debates - 9 April 2019

In this open event--which was attended by academics, students and members of the general public--we explore emerging theoretical and epistemological assumptions that inform how social scientists study the consequences and perceptions of 'austerity', as a key contemporary issue for those researching welfare state change, civil society and citizenship, and everyday lives in a range of contexts. Ethnographic examples were presented by all 4 researchers of the project team.

Considering the breadth of social experience encapsulated by the notion of austerity, the event focused--first--on refining the concept-analytically and methodologically. We explored austerity in life experiences, life writing, visual representation and theory. We took special care to examine the efficacy and ethics of particular ethnographic methods-such life histories, interviews and participant observation-and the opportunities they generated for the study of austerity.

We presented concrete case studies that emerged from the project, and answered questions by the general audience.
Year(s) Of Engagement Activity 2019
URL https://research.kent.ac.uk/cer/news/?article=3658