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1136/jech-2013-202572
Theory and methods
ABSTRACT
Despite increasing awareness of the importance of
gender perspectives in health science, there is
conceptual confusion regarding the meaning and the use
of central gender theoretical concepts. We argue that it
is essential to clarify how central concepts are used
within gender theory and how to apply them to health
research. We identify six gender theoretical concepts as
central and interlinkedbut problematic and ambiguous
in health science: sex, gender, intersectionality,
embodiment, gender equity and gender equality. Our
recommendations are that: the concepts sex and gender
can benet from a gender relational theoretical approach
(ie, a focus on social processes and structures) but with
additional attention to the interrelations between sex
and gender; intersectionality should go beyond additive
analyses to study complex intersections between the
major factors which potentially inuence health and
ensure that gendered power relations and social context
are included; we need to be aware of the various
meanings given to embodiment, which achieve an
integration of gender and health and attend to different
levels of analyses to varying degrees; and appreciate that
gender equality concerns absence of discrimination
between women and men while gender equity focuses
on womens and mens health needs, whether similar or
different. We conclude that there is a constant need to
justify and clarify our use of these concepts in order to
advance gender theoretical development. Our analysis is
an invitation for dialogue but also a call to make more
effective use of the knowledge base which has already
developed among gender theorists in health sciences in
the manner proposed in this paper.
To cite: Hammarstrm A,
Johansson K, Annandale E,
et al. J Epidemiol
Community Health Published
Online First: [ please include
Day Month Year]
doi:10.1136/jech-2013202572
Hammarstrm
A, et Article
al. J Epidemiol
Community
doi:10.1136/jech-2013-202572
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author
(orHealth
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employer)
2013. Produced by
Today the concepts of sex and gender are commonly used to refer respectively to the biological
and the social aspects of being a man or a woman.
In his well-known concept of the one-sex
model, Laqueur concludes that from Aristotle until
the Enlightenment, women were seen as having the
same reproductive organs (and thus the same sex)
as men, but womens organs were envisioned as an
inverted (inside the body) but imperfect version of
mens.3 During the 18th century this model was
replaced by the two-sex model in which the developing academic medicine emphasised the biological
differences between men and women. The concept
of sex came to be used in research about men and
women no matter whether the focus was biological
or sociocultural.1 As a consequence, biological
factors were wrongly attributed to what were actually social and psychological determinants of
INTERSECTIONALITY
Intersectionality is based on the underlying assumption of heterogeneity within the groups of men and women and recognises that individuals are dened by multiple, intersecting
dimensions, such as gender, class, ethnicity, (dis)ability, sexuality,
age, etc. The concept was inspired by postcolonial theory, black
feminism and queer theory, and has its roots in Crenshaws 14 15
argument that legal discrimination against black women can
only be understood if we appreciate that their experience is
greater than the sum of racism and sexism.
The additive perspective developed as a critique of the
static difference perspective (outlined in the section on sex
and gender) as a precursor to intersectionality (as outlined in
table 2). Additive perspectives seek to move beyond the analysis of various gender differences along separate individual
dimensions to instead address the relative importance of gender
2
EMBODIMENT
Embodiment is a concept focusing on how the body interacts
with the environment. It originated in phenomenology and is
based on a view of the body-mind as a dialectic and holistic
unit, in contrast to the Cartesian split between body and
mind.22 23 The strive for holistic models of body, health and
disease within the health sciences24 has led to a number of different perspectives on the concept of embodiment and how to
use it, from among which we will describe three (table 3).
First, the phenomenological conceptualisation is based on
philosopher Merleau-Pontys notion of lived experience,
Underlying
assumptions
Potential
problems
Strengths
As static difference
Gender
As sex in interaction with
gender
12 40
As static difference
As social process
Feminist biologists
Conceptualisations of intersectionality
Perspectives
Additive
Intersectional
Origins
Underlying
assumptions
Limitations
In antidiscrimination debate as well as in postcolonial theory, black feminism and queer theory.
Crenshaw14 argued for a move away from single-axis analyses of race and gender towards an
appreciation that black womens intersectional experience is greater than the sum of racism and
sexism.
Strengthened by poststructuralist emphasis on the deconstruction of binary sex and gender as
primary categories of experience15
Dimensions of inequality do not simply accumulate. Instead one category such as race takes its
meaning from another such as gender
Decentres gender, that is, gender is not necessarily in focus of analyses
Challenges of identifying and developing (mainly quantitative but also qualitative) methodological
techniques to study complex intersections
Focus on new social groups identified at various intersections can lead to context specialisation
to the neglect of the wider social relations of gender that construct experience at intersections19
Promotes the analysis of new hybrid structures and identities which emerge at the intersections of
inequality17
Strengths
Table 3
Conceptualisations of embodiment
Perspectives
Phenomenology
Social embodiment
Epidemiological
Origins
Underlying
assumptions
Limitations
Strengths
Sameness/
difference
Gender equity
Fairness
33
Policy definitions
30 32
Origins
Policy debates
Underlying
assumptions
Assumed to denote
exact sameness
between women and
men33 34
Sees inequalities as
differences that are
not necessarily
unfair33 34
Potential
problems
Strengths
Sameness/
difference
Rights/needs
Is in accordance with
one well-known
definition of health
equality36
CONCLUDING REMARKS
Our recommendations for future research on health and gender
are that:
The concepts sex and gender can benet from a gender relational theoretical approach (ie, a focus on social processes
and structures) but with additional attention to the interrelations between sex and gender
Intersectionality should go beyond additive analyses to study
complex intersections as well as ensure that gendered power
relations and social context are included
We need to be aware of the various meanings given to
embodiment, which achieve an integration of gender and
health and attend to different levels of analyses to varying
degrees.
Gender equality concerns absence of discrimination between
women and men while gender equity focuses on meeting
womens and mens health needs, whether similar or
different.
An appropriate use of these concepts helps to address the problems associated with static, dualistic perspectivessuch as
sameness/difference, body/mind, men/women and social/biologicalas well as the need for contextualisation of research
questions and justication of theoretical standpoints, and therefore holds the potential for more nuanced and higher quality
research.
Gender research in the health sciences is a complex eld with
great potential to make important theoretical contributions to
the wider scientic community. Thus, gender researchers in
health science can take leadership in a way we have not done
before. Although theory development is relatively uncommon in
the health sciences compared with other disciplines, it is vital to
have clear and well-developed concepts in order to develop
well-specied and appropriate research questions. Thus, health
science has much to learn from gender research in relation to
reexive approaches, theoretical development, urge for conceptual clarity and epistemological knowledge.
The history of these six concepts shows that they are constantly evolving in response to changes in society, as a
Policy debates
Fairness
33
Acknowledges
differences between
women and men
Policy definitions
Rights/needs
30 32
Policy definitions
30 32
Sees inequities as
unfair and avoidable
differences33 34
Is not compatible
with common usage,
where both concepts
refer to fairness
Risk of subjective
assessment of what
are the needs of
women and men
Is in accordance with
one well-known
definition of health
equity36
Clarifies the
importance of
needs-based
approaches to gender
in health, without
focusing on
differences
18
19
20
21
22
23
Funding The project was nanced by the Swedish Research Council, grant numbers
344-2006-7280 and 344-2011-5478.
24
25
26
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