In Roma-Integration Policy, Qualitative Data is Marginalized.


           [label shape=”” type=””] Philippe-Edner Marius [/label]

A Romanian version of this article can be read here.

The social and economic situations of Roma is quantitatively well-researched; the area of education is a good example. We know, for instance, from a 2012 United Nations Development Programme (UNDP) report that nearly 95% of Roma in Romania and Moldova leave school early. Fewer than 50% of Roma complete lower secondary education in Romania (46%) and Moldova (39%),while among non-Roma living in geographic proximity to Roma in both countries, the rate is 44% and 51%, respectively. Approximately 80-90% of Romanian Roma ages 7-12 attend some level of schooling. However, after age 12, the rate drops dramatically. For instance, 63% of Romanian Roma aged 13-15 are in school; and for those between 16 and 18, 19 and 21, and 22 and 24, the rates are 25%, 8%, and 3%, respectively. In Moldova, 56% of Roma between 7 and 9 attend school; 59% between 10 and 12; 45% between 13 and 15; 19% between 16 and 18; 4% between 19 and 21, and 1% between 22 and 24. In both countries, the gap in attendance rates that exists between Roma and non-Roma ranges from 40-50-percentage points depending on age group.

What such data does not provide us, however, are the qualitative reasons underlying these outcomes.

It is often in side-, foot- and end-notes that one may find such assessments as the following by the UNDP: “On average (idealistic) aspirations of Roma are much higher than their educational outcomes.” In a little box, the European Commission assesses Key Inclusion Initiatives that were implemented in 2011 in the domain of education in Romania: “further efforts are needed towards inclusive education and desegregation, including through the enforcement of legislation in place and active desegregation measures.” In many such reports, while much of the main text deploys ample quantitative data, their sometimes-lengthy qualitative passages merely inform readers of recent developments—adoption of new laws; new available sources of integration-funding; or vague reasons for unsuccessful Roma-participation, for instance—in certain regions and localities. As the Open Society Foundation criticizes of the poor integration-policy reporting in Bulgaria, these reports “rather qualitatively describ[e] what has taken place.” They rarely reflect the subjective experiences of targeted marginalized Roma populations.

Indeed, qualitative data is marginalized in the Roma-integration assessment industry.  This is problematic if it is true that success of Roma-integration depends on the willpower of excluded Roma individuals themselves to participate.

Integration is a “two-way street,” European Parliamentarian Andrey Kovatchev tells Debating Europe, “where the majority and the minority need to have the same will for integration in order for it to be successful.” Hungary’s Minister of Human Resources is reported as emphasizing that while “the situation of the Roma cannot be resolved without majority support…Hungary’s advancement cannot be achieved without the active participation of the Roma.” Head of the European Union Agency of Fundamental Rights’  (FRA) Equality and Citizens’ Rights Department Ioannis Dimitrakopoulos similarly states in an interview that “to achieve better results at the local level, Roma themselves must be invited to participate in designing and in implementing social inclusion actions.”

Integration advocates should also bear in mind, however, that the willpower, ability, and decision of marginalized Roma to participate are all influenced by a variety of qualitative factors, and that such factors may easily be and are naturally undetected by quantitative research alone. The FRA understands this: “Statistical data provides essential information, but qualitative in-depth fieldwork research is necessary to better understand the complex interaction of different factors that affect social exclusion processes.”

Europe may build walls to exclude Roma. Europe may dispatch its militia to chase  Roma to fringes of society. However, some Roma may in fact use their culture to validate their voluntary exclusion from mainstream society.

For instance, Barnes (2003) notes that among the Roma, “[i]nteraction with gaje, or non-Gypsies, is likely to be contaminating because gaje are too ignorant to behave according to rules of decency.” Uzunova (2010) notes:

Gypsies share a fervent belief in their own uniqueness, and ethnocentricity has kept them from violating their prohibition against cultural integration. Gypsy law has arguably evolved as a defensive and insulating mechanism and manifests not only a deep mistrust of gaje (a Romani term encompassing all non-Roma) but also disdain for the non-Gypsy world, cultural superiority, and entitlement to treat gaje as lesser people (294).

Friedman (2012) relates how anti-Roma attitudes that originate in the mainstream can reinforce the cultural and legal Roma practices that validate, for the marginalized Roma community, its alienation from the Western mainstream. For instance Friedman writes, “The gypsy view of gaije, reinforced by the gaije view of gypsies as uneducated and illiterate thieves and swindlers, eliminates the exit option and so empowers the kris to enforce gypsy law by the threat of exclusion from the only tolerable human society.” Leeson (2013) uses economic theory to demonstrate how “Gypsy Law leverages superstition to enforce desirable conduct in Gypsy societies where [mainstream] government is unavailable and simple ostracism is ineffective.”

A 2010 study by the UK’s then Department for Children, School and Families (now replaced by the Department of Education) (DOE) study gives a cogent example of the kind of insight on subjective Roma experience that can be invaluable to policy planning and monitoring. Roma resistance to education transpires in a specific, pragmatic logic:

Although some parents recognized that numeracy and literary skills are important for Gypsies, Roma and Travellers, other academic knowledge and qualifications were of little relevance or value to them. Hence, once these abilities were established at the primary stage there was little value in children transferring to secondary.

A Roma respondent in the study said, “It’s natural for our children not to go to secondary school.” Exemplifying the stance many Roma parents have on integration as it concerns their daughters, the study recorded one parent as saying:

I don’t think she needs to learn any more than she’s learnt here because she’s not going to have a job, she’ll do what I do, cook, wash, clean, be a housewife, have kids…I don’t think she needs to go any further. She can read, she can write that’s it. Learning about volcanoes and things is not going to get her no fantastic job.

More specific qualitative insight into Roma thought and action such as these can facilitate effective theoretical and practical approaches for motivating Roma participation in education and other initiatives. Ideally, responsible administrators and monitors of Roma integration would follow in the footsteps of the FRA’s Local Engagement for Roma Integration (LERI) project, which, since 2013, promotes and conducts what FRA calls “participatory action research methods.” Implemented in 22 localities across 11 EU Member States until 2016, LERI allows individuals within Roma communities targeted by integration initiatives to engage directly in not only the collection but also the interpretation of data.

Ultimately, knowledge on the variety of subjective Roma experiences would help integration-policymakers to better tailor programs and services that target marginalized Roma; to determine where exactly policy intervention is or is not needed; and to remain sensitive to the wishes of those Roma who prefer not to integrate into Europe’s mainstream.

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5 Comentarii

  • There are several things to comment on here.
    – the quantification problem (it relates not only to integration policies of Roma, but also to many other phenomena – quantitative measurements are being given priority in all kind of research from sociology to economy and political science). it probably comes from an obsession with number of social sciences that are now in search of legitimation.
    – the ngo-logic of policies leading to short-term measurable outcomes. this logic reproduces the quantification error by focusing on outcomes and changes that should be easily quantified.
    – time is also a real constraint since many of the intervention are being thought in the framework of a limited time-frame. qualitative measures take time and many donors do not just have it (be it international NGOs and governments).

  • Thank you, Vitalie, for sharing your thoughts on this. I’ve never thought about how these factors (ngo-logic and time constraints) might contribute to this fixation on quantitative data/methods. However, it sure does make a lot of sense! I plan to refer to you/your points in a critical essay I plan to write on (the culture of) public policy as academic discipline and practice….if that is okay with you? I also hope we can talk more!

  • A great read and I am completely in agreement. I also thought Vitalie brought out key insights. I have been studying the Roma integration problem in Romania and prior to actually being here in the country most of what I read were quantitative studies. It also seems like many of the projects aimed at the Roma integration use the numbers to support their projects, then do a quick relatively short term project based on those numbers, then again use quantitative data to show how successful they were, and then leave and little of long-term value has been accomplished. But the data shows it was successful. When you actually get talking to those who are affected you realize they expect little to change, they tire of tons of paperwork, they learn to give the responses that will please those asking questions, and there is still a great gap of misunderstanding between the Roma and the majority community. Qualitative research methods allow me to get behind the curtain and the numbers to see people on both sides who want to be understand. Thanks for the article!

  • Laura, you are welcome to send us any insights/papers/studies you have done on Roma in Romania. We will publish them and hopefully this will lead to a larger discussion on the issue.

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