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                  <text>Vol.1, Nº 1

ISSN 1405-1133

1997

SOCIAL
PERSPECTIVES

PERSPECTIVAS
SOCIALES

Published / Publicado por:

The School of Social V\/ork, UT Austin
Facultad de Trabajo Social, UANL

��CONTENTS/CONTENIDO
Esthela Gutierrez Garza
Los polos dinámicos de la industrialización. La industria moderna y
la industria maquiladora. Nuevo León: 1988-1995

Manuel Ribeiro Ferreira
Women's extradomestic work and marital relations in Mexico

María O/ivia Vil/arrea/ Solano
Management of work and mothering res1&gt;onsibilities among bluecoUar Chicana and Mexican innligrant women

Laura Lein and Yolanda Padilla
Hispanic children on the Texas-Mexican border

Frank E Montalvo
Cbasing Myth and Taboos About Race and Latinos

Cora Le-Doux
Tbe Voice of Social Work in the lnvnigration Debate

i

�PERSPECTWAS SOCIALES

SOCIAL PERSPECTIVES

FACULTAD DE TRABA.JO SOCIAL
UNIVERSIDAD AUTÓNOMA DE NUEVO LEÓN
SCHOOL OF SOCIAL WORK

UNIVERSITY OF TEXAS AT AUSTIN
Nº 1

Primer semestre/ first semester 1997

�Editorial Comment

C0NTENTS/CONTENIDO

Esthe/a G~tierrez Garza
Los polos dinámicos do la indu~rialiZáción. La
industria moderna y la industria maquiladora. Nuevo

León: 1988-1995

11

Manuel R;beiro Ferreira
Women's extradomestic wotk and marital relations in
Mexico

39

María OIIVla Vil/arrea/ Solano
Management of wotk and mothering responsibilities
among blue-c-0llar Chicana and Mexican immigiant
women

SI

Laura Lein and Yolanda Padilla
Hispanic children on the Texas-Mexican border

The journal will include papers that can be expected to be of interest
to social workers and social work educators in Mexico and in the
United States, including:

87

•Articles dealing with issues connected to the U.S.Mexico border and persons moving in both directions
across that border;

Cora Le-Doux

The voice of Social Work in the immigration
debate

Papers will be published in either Spanish or in English, with an
abstract in both languages. Subrnissions for the next issue are invited.
Submissions from authors in Mexico should be sent directly to Dr.
Ribeiro; subrnissions from authors in the United States should be
sent to Dr. Austin, to be forwarded to Dr. Ribeiro. All subrnissions
will be reviewed by members of the Editorial Council both in the
United States and in Mexico.

77

Frank F Montalvo

Chasing myth and taboos about race and Latinos

This is the first issue of Perspectivas Sociales/Social Perspectives, a
joint publication initiative of the Facultad de Trabajo Social of the
Universidad Autónoma de Nuevo León, and the School of Social
Work, The University of Texas at Austin, together with the support
of three other schools of soetal work: the Worden School of Social
Service, Our Lady of the Lake University, San Antonio; the School
of Social Work, University of Southern California, Los Angeles; and
the Department of Social Welfare, The University of California at
Los Angeles. Dr. Manuel Ribeiro and Dr. DavidM. Austin are serving
as co-editors. Dr. Austin has seived as editor of the current issue; Dr.
Ribeiro will serve as editor for the second issue.

107

•Articles dealing with research on social conditions
which are common to both nations;
•Articles dealing with social work practice issues that
are common to individuals, families and communities
in both nations;
•Articles dealing with social policy issues that are
common to both nations;
•Articles dealing with social work education that are
relevant to educators in both nations.
We anticípate that these articles may be viewed very differently by
scholars in each country. We would welcome your comments which
can be sent to either of the co-editors at the addresses indicated.

J

�Comentario editorial

Este es el primer número de la nueva versión de la revista Perspectivas
Sociales / Social Perspectives, publicación conjunta de la Facultad
de Trabajo Social de la Universidad Autónoma de Nuevo León y de
la Escuela de Trabajo Social de la Universidad de Texas en Austin,
con el apoyo de otras tres escuelas de trabajo social: The Worden
School of Social Service, Our lady of The lake University, San
Antonio; The School of Social Work, University of Southern
California, Los Angeles, y The Department o/Social Welfare, The
University ofCa/ifomia al los Angeles. El Dr. David Austin y El
Doctor Manuel Ribeiro fungirán como coeditores. El Dr. Austin será
el editor responsable para este número y el Dr. Ribeiro lo será para el
siguiente.

Social Perspectives / Perspectivas Sociales
Co-editors / Coeditores
David M Austin, Ph.D.

The University ofTexas at Austin
Manuel Ribeiro, Ph.D. / Raul Eduardo lópez, Ph.D.

Universidad Autónoma de Nuevo León
Editorial Council / Consejo Editorial
Renée Dandurand

INRS Culture et Sociétés (Montreal)
Germain Dulac, Ph.D.

Los artículos serán publicados en español o en inglés, con un breve
resumen en ambos idiomas. Invitamos a los académicos a someter
sus trabajos para los próximos números. Los autores de México
deberán enviar sus trabajos al Dr. Ribeiro y los autores de Estados
Unidos deberán enviarlos al Dr. Austin, quien los turnará al Dr.
Ribeiro. Todos los textos serán revisados por miembros del consejo
editorial de ambos países.

University of California at Los Angeles

La revista incluirá trabajos que sean de interés para los trabajadores
sociales y educadores de México y de los Estados Unidos, incluyendo:

Cora le-Doux, Ph.D.
Our Lady of the Lake University

Artículos relacionados con la situación fronteriza entre México
y los Estados Unidos;

The University of Texas at Austin

Artículos de investigación sobre las condiciones sociales de
ambos países;

Universidad Autónoma de Nuevo León

Artículos referidos a la práctica del Trabajo Social en relación
con individuos, familias y comunidades en· los dos países;

The University of Texas at Austin

Artículos sobre políticas sociales de ambos países;
Artículos sobre educación en Trabajo Social.
Anticipamos que los trabajos puedan ser contemplados de manera
muy diferente por los académicos de cada país, por lo que agradeceremos que nos envíe sus comentarios.

McGill University
Todd Michae/ Franke, Ph.D.
Esthela Gutierrez Garza, Ph.D.

Universidad Autónoma de Nuevo León

Laura Lein, Ph.D.
Freddy Mariñez, Ph.D.
Yolanda Padilla, Ph.D.,
Ramon Salcido, Ph.D.

University of Southem California
Antonio Salgado, Ph.D.

ITESM (Campus Querétaro)
víctor Zúñiga, Ph.D.

Universidad de Monterrey

�Universidad Autónoma de Nuevo León

MANUSCRIPT STYLE GUIDE1

Rector: Dr. Reyes Tamez Guerra

Preparation of Copy

Facultad de Trabajo Social

Manuscripts are evaluated by the editors and other referees. To permit
anonymity, attach a cover page giving authorship and institutional
affiliation, but provide only the title as means of identification on
the manuscript itself. Submit at least three copies, and retain a copy
for your own files. Manuscripts areaccepted subject to non-substantive
editing. Prepare copy as follows:

Directora: Lic. Ma. Irene Cantú Reyna

Tbe University of Texas at Austin
Presiden!: Dr. Robert M Berdahl

The Scbool of Social Work

l. 1'ype ali copy - including indented matter, footnotes and
references- double-spaced on white standard paper. Lines
should not exceed six inches.

Dean: Dr. Barbara W White

2. 1'ype each table on a separate page. Insert a location note,
e.g., «Table 2 about here», at the appropriate place in the text.

The articles publis!Led in this joumal are solely the responsibility of the
authors. All correspondence should be directed to: / Los artículos publicados
en esta revista son responsabilidad exclusiva de los autores. Toda correspondencia deberá enviarse a:

3. Draw figures on white paper with India ink. Retain the
original drawings for direct transmission to the printer, but
send copies with the manuscript.
4. Clarify all symbols with words in the magin of the

Manuel Ribeiro Ferreira
Facultad de Trabajo Social
Division de Estudios de Postgrado
Universidad Autónoma de Nuevo León
Ciudad Universitaria
Monterrey, N.L. 66450
E-mail {mribeiro@ccr.dsi.uanl.mx)
or

David M A ustin
Schoo/ ofSocial Work, D3500
The University o/Texas al Austin
Austin, Texas 78712
E-mail (daustin@Jnail. utexas.edu)
This issue / Tiraje: l 000 copies

manuscript. Encircle these and other explanatory notes not
intended for printing.

Fonnat of References in Te:rt.
Ali references to monographs, articles and statistical sources are to

be identified at an appropriate point in the text by last name of author,
year publication, and pagination where appropriate ali within parentheses. Footnotes are to be used only for substantive observations,
and not for purpose of citation. There is no need for «Ibid», «op.
cit.», or «loe. cit»; specify subsequent citations of the same source
in the same way as the first citation. Examples follow:
l. Ifauthor's name is in the text, follow it with year in parentheses. [« ...Duncan (1959) has proven that...»]. If author's
name is not in the text, insert at an appropriate point the last
name and year, separated by comma [«. .. sorne have claimed
(cf. Gouldner, 1963) that...»].

ISSN: 1405-1133

Printed in / Impreso en: Monterrey, N.L., Mexico

2. Pagination (without «p» or «pp») follows year of publication, separated by colon. [« .. .it has been noted (Lipset, 1964:
61-64) that... »]. Incorporate within parentheses any brief
phrase associated with reference. [« ...have claimed that this
is so (but see Jones, 1952:99 for a conflicting view»). ] .
'Reprinted with pennissicn frorn the American Sociological Associaticn

�3. With dual authorship, give both last names; for more than
tv.o, use «et al.». For institutional authorship supply mínimum
identification from the beginning of the complete citation.
(«... occupational data (U.S . Bureau ofthe Census, 1963: 117)
reveal ... »].
4. lf there is more than one reference to the same author arid
year, distinguish them by use of letters (a,b) attached to year
ofpublication, in text and in reference appendix. [« ... as was
previously suggested (Levy, 1965 a: 33 l ) ... »].
5. Enclose a series of references within a single pair of parentheses and separate by semicolons. [«. .. as many have noted
(Johnson, 1942: Perry, 1947; Lindquist, 1948)...»].

Format of References in Appendix
List ali items alphabetically by author ¡uid, within author, by year of
publication, in an appendix, titled «REFERENCES». Use no italics
and no abbreviations F'or typing fomtat, see the following examples:
Davis, K.
(1963a) «Toe theory of change and response in modem demograpluc
history». Popuwtion lndex, 29 (October): 345-366.
(1963b) «Social demography», pp. 204-221 , in: Bemard Berelson
(ed.), The Behavioral Sciences Today. New York: Basic Books.
Goode, W. J.
(1967) «The protection of the inept». A mer ican Sociolugical Revie w,
32 (February): 5-19.
Moore, Wtlbert E. and Amold S. Feldman
(1960) labor Commilmenl and Social Change in Developing Areas.
New York: Social Science Resea.r ch Council.

NORMAS DE E~ICIÓN
Preparación del manuscrito
Los manuscritos serán evaluados por los editores y por los miembros
del Comité de Redacción. P'ara permitir el anonimato, se debe adjwitar
una página de portada en la que se indique con claridad el nombre
del autor, su afiliación institucional y el título del articulo, el cual
servirá como medio de identificación del documento. Deberán enviarse al menos tres copias del manuscrito. Los manuscritos son aceptados
sin garantía de que serán editados. Las copias deberán presentarse
de la siguiente manera:
l . Escriba el documento -incluyendo el texto principal, las
notas de pie de página y las referencias- a doble espacio en
papel blanco, tamaño carta. Las líneas no deben exeder seis
pulgadas.

2. Escriba cada tabla o figura en una página separada. Inserte
una nota indicativa en el lugar apropiado en el texto. Por ejemplo: «El cuadro 2 va aquí».
3. Dibuje las figuras en papel blanco con tinta china. Conserve
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imprenta, pero envíe copias con el manuscrito. Las figuras hechas en algún graficador o programa informatizado de dibujo
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4. Explique con palabras los símbolos utilizados; haga esto
en los márgenes del manuscrito. Ponga dentro de círculos éstas
y otras notas explicatorias que no vayan a ser impresas.

Formato de las referencias en el texto

Sanford, Nevitt (ed.)
(1962) The American College. New York: Wtley.

Todas las referencias de monografías, artículos y fuentes estadísticas
deben ser claramente identificadas en el lugar apropiado en el texto
por el apellido del autor, el año de la publicación y el número de
página (cuando proceda), todo ello entre paréntesis. Las notas de pie
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utilizar los términos «ibid», «op. cit&gt;&gt; o «loe. cit.»; especifique las
citas subsecuentes de una misma fuente de la misma manera que lo
hizo la primera vez. Ejemplos:
1. Si el nombre del autor forma parte del texto, debe ser seguido
del año entre paréntesis: [« ... Duncan(l959)demostró que... »].
Si el nombre del autor no está en el texto, inserte en el lugar

j

�11

apropiado el apellido y el año, separados por un coma, y todo
ello entre paréntesis: [« ... algunos han propuesto (cf. Gouldner,
1963) que...»].
2. Las referencias de números de páginas (sin utilizar "p." o
"pp.") deben seguir al año de publicación, separadas por dos
puntos: [«se ha hecho notar (Lipset, 1964:61-64) que...»].
Incorpore entre paréntesis cualquier frase breve asociada con
una referencia: [«...han señalado que ésto es así (pero véase
Jones, 1952:99 pora un punto de vista opuesto).»].
3. Para referencias de dos autores, utilice solamente los apellidos; para más de dos autores, utilice 'y otros". Para autorías
institucionales, proporcione el mínimo posible de información
desde el principio de la cita: [«.. .los datos sobre ocupación
(U.S. Bureau ofThe Census, 1963: 117) revelan...»].
4. Si hay más de una referencia del mismo autor y del mismo
año, distinga la fuente utilizando letras ("a,b, etc.") pegadas
al año de publicación, tanto en el texto como en el apéndice
bibliográfico: [«. .. como fue sugerido anteriormente (Levy,
l 965a:33 l)»].
5. Cuando realice una serie de referencias, inclúyalas dentro
de paréntesis y separadas por punto y coma: [«. ..como mu-::hos
han señalado (Johnson, 1942; Perry, 1947; Lindquist,
1948)... »].
Formato de las referencias en el apendice bibliográfico

Enliste todas las referencias en orden alfabético por autor, por año
de publicación en un apéndice titulado «bibliografía». No emplee
abreviaciones. Para el formato tipográfico, vea los ejemplos siguientes:
Davis, Kingsley
(1963a) «The theory of change and response in modem demographic
history». Population Index 29 (October): 345-366.
(1963b) «Social demography», pp. 204-221, en: Bemard Berelson (ed.J,
The Behavioral Sciences Today. New York: Basi.c Books.
Goode, W. J.
(1967) «The protection of the inept». American Sociological Review,
32 (February): 5-19.
Moore, Wtlbert E . y Amold S. Feldm.an
(1960) Labor Commitmenl and Social Change in Developing Areas.
New York Social Science Research Council
Sanford, Nevitt (ed.)
(1962) The American College. New York Wll.ey.

Los polos dinámicos de la industrialización.
La industria moderna y la industria maquiladora
Nuevo León: 1988-1995
Esthela Gutiérrez Garza

Resumen.
Este artículo analiza los efectos del modelo macroeconómico de
apertura comercial sobre la competitividad, las empresas y el empleo
en la industria moderna y la industria maquiladora de la zona
metropolitana de la ciudad de Monterrey. El estudio demuestra que
dicho modelo se sostiene en estos dos polos de crecimiento industrial
de la región manifestado por su crecimiento en la producción, las
expo1taciones y la generación de empleo. El trabajo subraya que el
crecimiento del empleo es diferenciado. Muy dinámico en la maquiladora y muy lento en la moderna Resalta también que ambas
industrias SQn portadores de ofertas sociales antagónicas. La industria
moderna, aunque con lento crecimiento del empleo, produce fuentes
de trabajo calificado y altamente remunerados. Por el contrario la
industria maquiladora, con una oferta dinámica de empleos, produce
puestos de trabajo que no requieren calificación y con salarios
mínimos. La reflexión final del trabajo se centra sobre la interrogante:
¿Cuál de ambas tendencias dinámicas será la dominante el el futuro
de la industrialización de Nuevo León ?
Summary

This article, analyze the effects of the macroeconomics model of
commercial opening on the competitiveness, the companies and the
employment in the modern industry and the industry maquiladora of
Nuevo León, México. The study demonstrates that model statement
is sustained in these two poles of industrial growth of the region
manifested by their increase in the production, the exports and the
generation of employment. The work underlines that the growth of
the employment is differentiated. Very dynamic in the maquiladora
and very slow in the modem industry. lt also stand out that both
industries are payees of opposites social offers. The modem industry,
although with slow growth of the employment, produce sources of
qualified work and highly salaries. On the contrary the industry
maquiladora, with a dynamic offer ofemployments, produce positions
of work that don't require qualifícation and with minimum wages.
The final reflection of the work is centered on the query: Who it of

�13

12

both dynamic tendencies will be the dominant the future of the
industrialization of the state of Nuevo León?
La apertura comercial y el Tratado de Libre Comercio.
El futuro de la industrialización en México está vinculado a· dos
procesos que caracterizan la coyuntura internacional. El primero está
relacionado con la introducción de nuevas tecnologías computarizadas
en los sistemas de máquinas de las industrias. El segundo tiene que
ver con el posicionamiento de las empresas transnacionales en los
mercados externos, situación que ha orillado a los países, en tanto
Estado-Nación, a ir abandonando las medidas proteccionistas y
avanzar hacia economías abiertas. Ambas tendencias se ubican en el
terreno de las estrategias a largo plazo que están implementando los
países en el contexto de la globalización económica contemporánea.
En consecuencia, estas realidades, nuevas tecnologías, competitividad
internacional y apertura comercial, ubicadas a nivel macroeconómico,
son el centro de las tendencias recientes de la organización industrial
que, a nivel micro, se armonizan mediante la introducción en las
empresas de otras medidas organizacionales basadas en los principios
de la Calidad Total y el sistema Justo a Tiempo.
En este nuevo contexto, los escenarios tradicionales de actividad
industrial, como lo son la industria moderna, la industria tradicional
y la maquiladora, verifican un abanico de transformaciones cuyos
resultados son la producción flexible, la descentralización productiva
y la subcontratación nacional e internacional.
En esta etapa de globalización, México aparece como la plataforma
por ·excelencia en la cual las empresas norteamericanas pueden
subcontratary descentralizar su producción. A su vez, Estados Unidos
sutge como un mercado accesible para las pujantes empresas ex_pQrtadoras mexicanas.
En efecto, a lo largo de la historia reciente de las relaciones entre
México y los Estados Unidos, se ha ido configurando una integración
"silenciosa" en el ámbito de sus economías y de sus sociedades.
Inversión, tecnolegia, comercio, migración y drogas han constituido
tópicos de interés que han propiciado múltiples acuerdos bilaterales.
Uno de ellos, que se destaca por su importancia en el contexto de la
crisis económica actual, lo es sin lugar a dudas el acuerdo sobre la
industria maquíladora

Las lecciones que podemos derivar del desarrollo de esta industria a
partir de la década de los ochenta, giran en tomo a dos realidades
fundamentales : para los Estados Unidos, el modelo maquiladora ha
coadyuvado a aumentar la competitividad de las firmas norteamericanas. Para México, la maquiladora, ha contribuido principalmente
a la creación de empleos y abre la posibilidad de crear encadenamientos productivos que abastezcan la demanda de insumos de la maquila.
La fuerza de esta tendencia económica se consolidó a principios 'de
los años noventa con el diseño de ·un acuerdo más amplio, el Tratado
de Libre Comercio, lo que implicó para México instrumentar una
serie de medidas que aceleraran la transición de México, de país
centrado en el proteccionismo, a la conformación de una economía
abierta.
En este proceso, prevaleció la idea de que la apertura comercial
debería ser :

* Global, es decir debería incluir a todos los sectores.
* Implantarse lo más rápidamente posible, " ...para vencer la
resistencia que pudieran oponer los grupos de productores
ineficientes ( ... ) y cuyos intereses van a ser afectados por las
medidas".
* Unilateral, porque " ... representa en la práctica un prerrequisito
para poder avanzar en la integración a la economía mundial"
(Aspe, 1993:140-141).
Por consiguiente, en 1985 México suprimió los permisos previos de
importación sobre el 80% de las fracciones arancelarias sujetas a
restricciones cuantitativas. En 1986 ingresa al GATT,. Para 1988 la
tasa arancelaria mas alta descendió de 100 a 20% y el número de
artículos sujetos a restricciones cuantitativas pasó·de 1200 a 325.
Para finales de 199 l , menos del 10% del valor de las importaciones
estaba sujeto a permisos de importación, el nivel más bajo en 36
años (Aspe, 1993: 13 7). En noviembre de I 993 se consolidó este
proceso institucional de apertura comercial con la fuma del Tratado
de Libre Comercio entre los Estados Unidos y Canadá.
Efectivamente, la apertura comercial fue concebida como instrumento
de un programa más amplio de reforma estructural. Un instrumento
capaz de propiciar procesos de modernización industrial necesarios
para que la economía mexicana pudiera alcanzar una mejor inserción
en la globalización de la economía mundial.

�15

14

El objetivo principal de este modelo de desarrollo se centraría en
generar un polo modernizador de la economía, orientado tanto hacia
el mercado interno como el externo, lo suficientemente dinámico
como para ser capaz de incorporar a otros sectores de menor productividad mediante encadenamientos productivos secundarios. El resultado de todo ello seria el crecimiento de las empresas, de su producción. y el empleo en el nuevo contexto de las economías abiertas.
Este proceso, que ya cumplió ocho años, ha afectado de manera
diferenciada a los diversos sectores de actividad económica, así como
a los distintos estratos que la conforman. En el sector de la industria
de la transformación, muchas empresas se han visto desplazadas del
mercado y han sido obligadas a cerrar sus fábricas. Otras han logrado
convertir sus actividades industriales en comerciales, aprovechando
la red de relaciones previamente establecidas en sus negocios. Otras
han consolidado su posición económica y forman parte de las
industrias que tienen futuro de desarrollo competitivo. En suma se
han profundizado los viejos problemas de la sociedad dual de los
países periféricos. Así, la realidad se ha dividido en dos sectores. El
de los ganadores, aquellos que han logrado obtener beneficios en la
aplicación de este modelo, desarrollando un proceso de integración
con la economía mundial. En situación contraria se encuentra el
sector de los perdedores, aquellos que han visto debilitado su posicionamiento socioeconórnico o, de manera preocupante, que han quedado
excluidos del proceso de producción y distribución de la riqueza social
generada en el país.

es menor a la unidad nos señala una situación de baja competitividad, observamos que en 1988, la industria manufacturera de Nuevo León
tenía un coeficiente base de exportación que, siendo de l .13 decreció
a 0.60 en 1994. Es decir, la balanza comercial pasó de un superávit
de 94.2 millones de dólares a un déficit de 1,084 millones de dólares
en ese periodo. Debido a la devaluación del 80% y a la caída del 5.8% del PIB en el primer semestre de l 995, el coeficiente se elevó a
0.92 con un déficit de 108.4 millones de dólares .
Cuadro 1
Coeficiente base de exportación·
Nuevo León, 1988-1995

-

· idad

¡alimentos (31)

88

89

90

91

92

94

95··

0.4

0.38

0.63

0.27

0.2

0.25

0.66

ibebidas (3 1)

25.43 24.51 11.91 3.34

0.65

1.69

4.05

cigarros (3 1)

0.24

0.29 37.16 3 .03

2.67

ND

ND

ltext.il y prendas de ve&amp;ir (32)

4.34

2.46

0.6

0.26

0.22

l.14

1.58

calzado (32)

0.53

1.3

1.17

0 .94

0.48

0 .91

1.17

¡madera (33)

2.26

1.55

1.16

0.56

0.37

0 .50

0.80

papel editorial e impresioo. (34) 0.68

0.62

0.26

0.1

0.05

0 .90

0.36

química (35)

1.09

1.11

1.26

0.75

0.7

0 .37

0.16

En este trabajo analizaremos la situación de los sectores favorecidos
por el modelo.

¡o.ule y plalrico (35)

0.64

0.67

0.75

0.37

0.36

0.31

0.29

~erales no mrtalicos (36)

13.09 9.32

7.71

4.31

4.88

5.11

8.17

2. La Erosión de la Competitividad vs el Crecimiento de las
Exportaciones.

¡metálicas básicas (37)

2.1

1.46

0.68

0.38

0.35

0.41

1.66

¡metal mecánica (38)

1.05

0.98

0.43

0.62

0.63

0.90

0.9 1

¡maquinaria y equipo (38)

0.68

0.75

0.31

0 .3

0.3

0.40

0.74

otras indusrias (39)

0.43

0.16

0.23

0.2 1

0.1

0.99

1.73_

1.13

1

0.73

0 .53

0.49

0 .60

0.92

2.1 La erosión de la competitividad.

Dentro de los grandes problemas productivos destaca la erosión
progresiva de la competitivad de la industria manufacturera en Nuevo
León, a pesar de ser un estado que se caracteriza por ser una región
industrial con niveles de competitividad por encima de la media
nacional.
Si nos basamos en el coeficiente base de exportación (exportaciones/
importaciones)-coeficiente que cuando es mayor a l nos indica que
las industrias se encuentran en una situación competitiva, y cuando

Wal

..

* Coeficiente base de expOS1.CJ.én = Exportaames / Importaaones
** Dato a mayo de 1995
Fuente: SECOFI, Delegacién Nuevo Leén, 1988-1995.

Un análisis desagregado del comportamiento del comercio internacional de la industria manufacturera de Nuevo León nos permite observar

�17
16

que, en 1988 siete ramas mantenían una posición competitiva
importante. Por ejemplo, en el producto de Bebidas, el coeficiente de
exportación era de 25.43, situación que evidenciaba la bonanza en
que puede encontrarse una rama que, alcanzando los niveles mínimos
de competitividad internacional, se beneficia de las medidas
proteccionistas que estaban vigentes. Minerales no metálicos, textil
y prendas de vestir también sostenían una destacada posición competitiva pues sus coeficientes de exportación eran de 13.09 y 4.34,
respectivamente. También tenían una buena situación competitiva
la industria de la madera (2.26), la metálica básica (2.1 O), la química
(1.09) y la metalmecánica (excluyendo maquinaria y equipo) cuyo
coeficiente base de exportación era 1.05. El resto de las ramas, se
encontraban en el rango de baja competitividad, con coeficientes
inferiores a la unidad. Éste era el caso de la rama de maquinaria y
equipo, así como, papel, editorial e impresión con un coeficiente de
exportación de 0.68; hule y plástico con 0.64; cuero y calzado 0.53;
alimentos 0.40 y cigarros con un coeficiente de exportación de 10.24.
Como podemos observar, las cinco ramas más importantes de la
manufactura de Nuevo León -alimentos, química, minerales no metáHcos, metálicas básicas y Metalmecánica, que en su conjunto aportan
el 80% de laproducción-, (con la sola excepción de alimentos) tenían
niveles de competitividad satisfactorios, colocando a la industria en
su conjunto en una posición superavitaria en la balanza comercial
en el año de 1988.
Siete años después, la industria manufacturera estaba agobiada por
fuertes tensiones. En 1994, de las siete ramas que mantenían una
situación competitiva y superavitaria en la balanza comercial, sólo
tres ramas industriales, bebidas, textil, y minerales no metálicos,
sostuvieron su posición competitiva, con un co.eficiente base de
exportación de l. 7, 1.1 y 5. 1, respectivamente en dicho año. Aún
así, observamos el fuerte reacomodo que sufrió en el escenario del
comercio internacional pues recordemos que en 1988 su coeficiente
era de 25.4, 4.3 y 13. 1 respectivamente (Cuadro 1).
Esta situación, de la actuación de la industria manufacturera en el
comercio internacional una vez que se abandona por completo el
proteccionismo, manifiesta la enorme brecha en la competitividad
que existe en la gran mayoría de las ramas y sub-ramas de la industria
regiomontana.

El crecimiento de las exportaciones.

El modelo macroeconómico de apertura comercial y estabilización
económica ha propiciado indiscutiblemente el crecimiento de las
exportaciones. En Nuevo León de 1990 a 1994 crecieron a una tasa
promedio anual de 35%; es decir, de 872 millones de dólares que se
exportaban en 1990, pasaron a 2,668 en 1994 .
Sin embargo, un análisis desagregado de las exportaciones nos indica
que fue la industria maquiladora la que tuvo el comportamiento más
dinámico, pues sus exportaciones crecieron un 50% anual en
promedio y el resto de las industrias tuvieron un crecimiento anual
promedio de 41 % en dicho periodo (Cuadro 2).
Estos datos, contrastados con los datos de la erosión de la
competitividad, nos indican la existencia de polos dinámicos de
crecimiento dentro de la estructura manufacturera que-mayoritariamente se encuentra operando con sistemas produc~os atrasados e
ineficientes. Esto en relación al nuevo contexto·macroeconórnico en
que fueron colocadas las empresas por la política de cambio estructural
del comercio exterior que impulsó el gobierno en esos años : apertura
comercial global, unilateral y total.
Cuadro 2
Exportaciones e importaciones•. Nuevo León, 1990-1994

-- --

-- - ~

--

EXPORTACIONES

90

91

Maquiladora

0.4

0.38

0.63

0.27

0.2

SO%

Resto de empresas

25.43

24.51

11.91

3.34

0.65

41%

Total

0.24

0.29

37.16

3.oJ

2.67

351/o

Maquiladora / Total

32°/4

34%

34%

31%

360/o

Maquiladora

234.7

390.0

499.8

581.6

819.3

38'/o

Resto de empresas

958.7 2244.8 3188.0 2843.4 3598.6

481/,

Total

1193.4 2634.8 3687.8 3425.0 4417.9

41%

Maquiladora / Total

20%

IMPORTACIONES

15¾

14o/,

17%

* Millones de dólares
Fumte: SECOFI, Delegacién Nuevo León, 1990-1994..

19¾

�19

18

Consecuentemente, la mayoría de las empresas se encontraron
imposibilitadas para de ajustarse rápidamente a dichos cambios, razón
por la cual, no sólo fueron in~paces de conquistar mercados externos,
sino también perdieron su posición en el mercado interno. Esto es lo
que nos indica la erosión de la competitividad anteriormente
analizada, o sea que, las importaciones crecieron por encima de las
exportaciones y la balanza comercial pasó de un superávit de 320.7
millones de dólares en 1988 a un déficit de -1 , 750.2 millones de
dólares en 1994 (Cuadro 2).
Los polos de crecimiento dinámico regional: la industria moderna
y la industria maquiladora.

De acuerdo a los datos con que disponemos, podemos afirmar que
los polos dinámicos de la manufactura de Nuevo León están integrados por la industria moderna y la industria maquiladora.
Esto se desprende del análisis del crecimiento de las empresas y del
empleo por estrato de industria, donde observamos que el modelo
macroeconómico de apertura comercial generó una sinergía destructiva para todos los estratos a excepción de la gran industria y la
maquiladora.

Esto se desprende del análisis del crecimiento de las empresa y del
empleo por estrato industrial donde observamos que el modelo
macroeconómico de apertura comercial genero una sinergía
destructiva para todos los estratos, a excepción de las grandes
industrias y la maquiladora.
En efecto, en mayo de 1995 existían 1,391 empresas menos que en
1988; es decir, una pérdida del 20% de los establecimientos manufactureros.
Sin embargo, la destrucción fue más severa si la comparamos con el
año 1991. Justamente, en mayo de 1995 se habían cerrado el 40% de
las industrias manufactureras de Nuevo León y el empleo se había
contraído en un 10.6%. Efectivamente, en ese periodo el parque industrial perdió 3,489 empresas manufactureras y desaparecieron 23,229
empleos de la planta laboral.
Obviamente, este proceso de destrucción - supresión no afectó a todos
los sectores manufactureros de la misma manera, ni con la misma
intensidad. Los sectores más perjudicados fueron las micro, pequeñas
y medianas empresas. Estas representan el 95% de los establecí-

mientos, generan el 26% de los empleos, y el 20% del valor de la
producción aproximadamente. Su importancia productiva es incuestionable y dependiendo de las políticas industriales y los modelos de
desarrollo regional pueden llegar a constituirse en la matriz
determinante del crecimiento económico-social. Desafortunadamente,
en México no existe ningún proyecto para estos sectores que esté
suficientemente desarrollado, ni por las políticas públicas, ni por las
políticas empresariales. Consecuentemente, su derrumbe ha sido estrepitoso. De 1991 a mayo de 1995 desaparecieron el 46% de las micro
industrias, al pasar de 7,481 a 4,050 en dichos años. Su contracción
en el empleo tuvo la misma intensidad, al pasar de 23,183 en el 91,
a 15,042 en mayo de 95; es decir, una pérdida del 35% del empleo de
dicho estrato industrial. La pequeña industria perdió el 20% de sus
empresas, al reducirse de 1,134a 903, así como el 19% de los empleos,
que pasaron de 42,506 en 1991, a 34, 506 en mayo de 1995.
Si bien las medianas industrias también fueron abatidas por la erosión
de la competitividad, sus efectos tuvieron una intensidad menor. De
168 empresas medianas que existían en 1991 , cerraron 20 para mayo
de 1995, es decir una pérdida del (-9% ) de las industrias y lo mismo
ocurrió con el empleo, que pasó de 129,000 a 124,000 personas ocupadas (-9°/o). Por el contrario la gran industria pasó de 148 a 149empresas y la contracción del empleo ( de 129,000 a 124,000 mil personas
ocupadas) sólo fue del (-3. 7%) en dicho periodo (Cuadro 3).
Cuadro 3
Crecimiento de las empresas y empleo
Nuevo León, 1990-1994
Establecimientos

Estratos de

Empleo

Industria

1988

1991

1995

var

IMiC2"o

5777

74 81

4050

-46% 17789 23183 15042 -35. l '¾

Pequeña

795

1134

903

-20% 3 0625 42506 34506 -18.8%

Mediana

147

168

147

-9%

!Grande

114

148

149

0.7% 107595 128796 124089 -3.7%

6833

8931

5442

-40% 178438 220074 196845 -10.6'¾

70

81

97

rrota1
Maquiladora

. .,

39%

1988

1991

1995

var

22429 25589 23206 -9.3%

8500

9092

19538

115%

• Vanacmn 1991-1995.
Mioro=basta 15 trabajadores. Pequeiia=16 a 100. Medima= !Ol a 250. Grande= Más de 250
Fuente : CAINTRA Nuew León, 1988 a 1995.

�21

20

La industria maquiladora constituye la gran excepción. El crecimiento
de las industrias tuvo un promedio anual de 39% y el empleo creció
un 115% en dicho periodo. De esta manera el empleo en la
maquiladora aumentó su participación en el empleo total manufacturero . En 1988 representaba 3. 7%, y en 1994 aumentó al 8.8%.
Como podemos observar, los polos dinámicos de la manufactura
descansan principalmente en la maquiladora y en las grandes
empresas y en algunos sectores restringidos de la mediana industria.
Sus sistemas productivos, la capacidad de creación de empleos y la
oferta social que generan en el ámbito del desarrollo regional son los
aspectos que a continuación pasaremos a analizar.
La industria moderna: la emergencia del ohnismo.

A mediados de 1993 efectuamos una encuesta representativa entre
las industrias manufactureras de Nuevo León que contaban con más
de 99 personas ocupadas'. Corresponde según la clasificación de la
Secretaria de Comercio y Fomento Industrial (SECOFI) a los estratos
de la mediana y la grande industria. En dichos estratos se concentran
30 l empresas que representan el 5% de los establecimientos
industriales, concentran el 75 % de la inversión, y el 74% de la
producción y aportan el 78% del empleo en dicho estado (Cuadro 4).
Obviamente, este universo manufacturero no es homogéneo, por el
contrario, se encuentra ampliamente diversificado. Para poder
beneficiarse de este modelo las empresas han tenido que transitar
por procesos de transformación de sus componentes del sistema
productivo. Es decir, iniciar procesos de reestructuración productiva,
cambios organizacionales de las empresas, políticas de flexibilidad
del trabajo y sistemas distributivos de consenso en las industrias. Sin
estas transformaciones a nivel microeconómico, no es posible alcanzar
los niveles de competitividad que ha impuesto la globlalización.
Justamente, el problema radica en que no todas las empresas tienen
las mismas oportunidades de modernizarse, de ahí que, la diferenciación productiva es muy profunda en el seno de la industria manufacturera de la región.

1

Esta mcuerui fue au.spiciada por la Seattaria del Trabajo del Estado de Nuevo Leén a

las empresas que tienen.más de 99 pelSCllas ocupadas. El universo fue de 300 empresas y
la muestra de 166. Se trata de una mue:iira aleatoria simple calatlada sobre la fórmula:
n = (z • )( •) ( e 1 ) = 166. Esto nos da una con.fiabilidad del 99% coo un error muefb:al
del 10%.

En la etapa actual del posfordismcr que estamos presenciando, los
sistemas productivos se encuentran configurados por la polaridad
taylorismo- ohnisma1· Esta relación dialéctica entre los componentes
tradicionales del ford-taylorismo (Estados Unidos) y su confrontación
con los nuevos componentes del ohnismo (Japón) van estableciendo
las fronteras entre el atraso productivo (ford-taylorismo) y la
modernización (ohnismo).
Detengámonos brevemente en esta conceptualización. Lo1, Estados
Unidos basaron su desarrollo productivo en la concepción de la
ingeniería norteamericana que diseñó sistemas de máquinas que
fragmentaron las tareas productivas en movimientos capaces de ser
medidos por un cronómetro: Te one best way. Fredick Taylor fue el
artífice intelectual y desarrolló sus tesis de organización del trabajo
en su clásico libro: Principios de la Organización Científica del
Trabajo (Taylor, 1909). Tiempos y movimientos constituyeron el
principio de la producción de masas y con ello, la separación entre
las funciones de concepción centralizadas por los ingenieros y el
personal directivo de la empresa, por un lado y por el otro, las
funciones de ejecución delegados en los trabajadores de la línea de
montaje.
Este sistema productivo conocido como Taylorismo, entró en crisis
en el año de 1929 en los Estados Unidos evidenciando las profundas
contradicciones que se habían generando a lo largo de su desarrollo.
La productividad estaba creciendo por encima del crecimiento de los
salarios, o dicho de otra forma, se estaba gestando una crisis de
subconsumo que finalmente se manifestó en dicho año.
En esa época, Henry Ford había tomado la iniciativa de aumentar
100% el salario de sus trabajadores argumentando que su propósito
era que sus obreros pudieran en el futuro comprar un auto Ford. Lo
que verdaderamente estaba planteando Ford en aquellos años era la
necesidad de fortalecer el mercado interno para continuar con el
crecimiento de la oferta productiva. Producción y consumo eran dos
variables macroeconórnicas que -bajo el proteccionismo- tenían que
armonizarse al interior de las naciones. El régimen de acumulación
2
El cwcepto posfordismo se refiae al largo periodo de transicién que se inicia desde
finales de los años sdem.i cuando sereccnoce el fin del régimen de acumulacién fordista
en los Estados Unidos, el abandaio de las políticas keynesianas y la em.eigencia del
neolibaalismo en 1979. Para un análisis de e&amp;os cooceptos véase Aglidla ( 1983).

' Sobre la transfoa:nacién de los si&amp;emas productivos véase a Coriat (1993).

�23

22

taylorista resolvió sus contradicciones internas dando paso a un nuevo
régimen, el fordismo que extendería su dinamismo por las siguientes
cuatro décadas.
Efectivamente, la crisis del taylorismo quedó superada después de
un proceso profundo de transformaciones institucionales conocido
como "The New Deal" que, iniciado por Franklin D. Roosevelt,
caracterizó el desarrollo económico conocido como el "american way
oflife" en los Estados Unidos. Es importante destacar que no existió
una transformación cualitativa del sistema productivo taylorista.
Sobre las mismas estructuras organizativas del trabajo se levantaron
los contratos colectivos de trabajo que vinculaban la formación de
los salarios al comportamiento del crecimiento de la productividad y
de la inflación. De esta manera se constituyó una norma de consumo
fordista -en alusión a la iniciativa de Henry Ford- que sería una de
las bases del desarrollo sostenido del régimen de acumulación
fortaylorista de los Estados Unidos (Aglietta, 1983).
Como lo mencionamos anteriormente, la crisis del régimen de acumulación fordista se manifiesta a mediados de los años setenta. Sus dos
principios fundamentales de la organización del trabajo eran ya inoperantes. La inflexibilidad era un estorbo para el desarrollo de la produc~
tividad y el trabajo simple, fragmentado, individual y fijo era desterrado por el surgimiento de una nueva concepción tecnológica: los
robots y los equipos de control numérico.
Ciertamente, el cambio tecnológico, en tanto estrategia productiva,
se venía anunciando desde principios de los años setenta como la
medida fundamental para superar la crisis estructural del régimen
de acumulación fordista en los países desarrollados.
Este cambio se impuso frente al agotamiento y las contradicciones
que el mismo sistema productivo taylorista había creado. Ante la
inflexibilidad de los sistemas productivos creados por el taylorismo
se diseñaba una concepción alternativa como fuente de la productividad: los equipos flexibles sustentados en la microelectrónica.
Surgen así, nuevos sistemas de máquinas de control numérico, los
equipos computariz.ados con diseño y fabricación integrados y los
robots (Coriat, 1990).
Es importante resaltar que en los Estados Unidos, a finales de los
cuarenta, destacados científicos de la economía del trabajo empezaron
a señalar que la principal limitante de los sistemas productivos

tayloristas consistía en excluir al trabajador como un ente pensante
en el proceso de trabajo. Entre ellos sobresale el consultor estadounidense, Edwards Deming ( 1980), quién predicó en el desierto en
su país pero fue seriamente escuchado en el Japón. Un año después
de su primer visita, en 1951, la Unión de Ciencia e Ingeniería Japo. nesa (JUSE) decidió convertirse, con el apoyo de la industria nipona,
en un Centro de Investigación para el Control de Calidad. El trabajador no se equivoca son los sistemas los que no funcionan sostenía
Denúng. Para crear sistemas que funcionen con «cero error» de fabricación es necesario establecer el sistema de control estadístico de
proceso que exige la incorporación del trabajador como un ente pensante en el proceso de trabajo. Sin este principio rector era imposible
establecer el sistema de calidad total propuesto por Deming.
Este clima intelectual del mundo del trabajo en Japón, en los años
cincuenta, se concretó en una diversidad de modelos productivos,
como por ejemplo el de la industria Sony (Reingold y Shimomura,
1987) y Toyota (Ohno, l 989). Los resultados fueron notables. En
diez años Japón había sentado las bases de una nueva concepción
organizativa y tecnológica, de fabricación de productos de muy alta
calidad que -a principios de la década de los años setenta- invadieron
el mercado mundial. Los estándares internacionales de productividad
se habían transformado y la crisis del régimen de acumulación fortaylorista quedó en evidencia.
Este liderazgo industrial de los empresarios japoneses colectivizó el
pensamiento empresarial y su filosofía se diseminó por todo el mundo
del trabajo. Sin lugar a dudas, fue Ohno, uno los gerentes industriales
más creativos en el Japón quien llevó el principio del involucrarniento
del trabajador y del ejercicio intelectual como contenido del trabajo
a su expresión mas acabada. El sistema KANBAC, más conocido
como sistemaj usto a tiempo «...constituyó la innovación organizacional más original de la segunda mitad de este siglo»◄ colocando como
condición de su funcionamiento el involucramiento, la inteligencia
y la calificación del trabajador. Ovbiamente, la propuesta organizacional de Ohno fue llevada a su perfección en Toyota del Japón. Sin
embarg?, esto no significa que todas las empresas japonesas trabajen
con el sistema «justo a tiempo». Ni siquiera lo hacen todas las industrias automotrices. Sin embargo, Benjamín Coriat tiene razón al
hablar del ohnismo como una aportación universal porque, históricamente, surgió una empresa exitosa, sóliday competitiva -TOYOfA• Como lo SO&amp;iene Caiat (1991).

�25

24

que desarrolló de la manera más acabada una alternativa tecnológica,
organizacional y laboral al fordtaylorismo. Pero también porque su
modelo productivo esta siendo incorporado por muchas empresas en
el mundo. Finalmente, el ohnismo es la construcción alternativa de
la disidencia taylorista, pues creó formas de organización productiva
que se desprendieron de la crítica al taylorismo originadas en los
Estados Unidos pero que fueron concretadas en el Japón. Esta oferta
productiva, social y de desarrollo esta conquistando al mundo
industrial. Su aplicación depende de múltiples mediaciones según
los países, las regiones, las tradiciones y la cultura.

ohnista japonés. El ohnismo hace referencia al sistema productivo
diseñado en Japón con la destacada participación de Ohno en la
Toyota y lo podemos entender como el nuevo paradigma productivo
emergente con carácter universal capaz de desplazar los sistemas
ford-tayloristas dominantes en los estados Unidos.

Cu.adro 4
Empresas con más de 99 personas ocupadas
Industria manufacturera. Nuevo León 1993
IINDUSTRIAS

La industria moderna del AMM esta constituida por una red industrial
integrada por empresas antiguas fundadas desde principios de siglo
hasta aquellas establecidas recientemente en tiempos de la
modernidad industrial. Por ello, en su gran mayoría se han generado
iéndencias de hibridación en los procesos de trabajo. Ahí, coexisten
los sistemas fordtayloristas, organizados sobre la fragmentación del
trabajo, con puestos individuales fijos y repetitvos, con los transfers
aéreos típicos que desplazan los insumos productivos. Junto con ello,
coexisten las máquinas de control numérico insertadas en algunas
fases del proceso de trabajo que son utilizadas para flexibilizar la
línea de producción. En otros casos son los robots introducidos para
aquéllos procesos que requieren de mayor precisión en la calidad del
producto. Estas formas se encuentran a lo largo de las lineas de
fabricación de los productos. Sin embargo, también se están
verificando procesos de líneas de producción gemelas. Fabrican el
mismo producto, sin embargo una linea lo hace con los métodos
tayloristas tradicionales y la otra línea con sistemas totalmente
automatizados y computarizados. Estas combinaciones generan
estructuras tecnológicas de hibridación de los procesos de trabajo
muy complejas que transforman los requerimeintos de calificación y
la condición del trabajo de los obreros en la planta.
Justamente, la etapa actual que vivimos se caracteriza por la existencia
de ambos procesos productivos. El sistemafordtay/orista descendente
constituye el ámbito de la producción tradicional. El sistema
productivo onhista ascendente constituye el ámbito de la producción
moderna.

En consecuencia, la polaridad atraso-modernidad establece un amplio
rango determinado por los componentes del sistema taylorista
americano, por un lado y por el otro, por los componentes del sistema

Teta!

EsW&gt;ledmientes

Inv....t.n

Preducd.ón

Enq,te.

99 y más

266

500%

75%

74%

78%

n:st.,

SOS4

9S%

25%

26%

22%

Fuente: Cuentas Nacionales. INEGI, 1994.

Así, en un país, en un distrito industrial, en una rama de industria e
inclusive en el seno de una empresa, coexisten dichos sistemas
productivos, híbridos, aunque con predominancia de uno de ellos.
Justamente, una parte de la encuesta analiza los siguientes cuatro
componentes del sistema productivo: cambio tecnológico, cambio
de la organización empresarial, flexibilidad del trabajo y sistemas
distributivos de_consenso, como criterios de diferenciación de las
empresas que tienen más de 99 trabajadores en dos escenarios de
actividad industrial. Se define como industria moderna a aquéllas
empresas que cuentan por lo menos con tres de estos componentes y
aquéllas empresas que tienen dos o sólo uno de estos componentes
pasan a formar el sector de la industria tradiciona/5- Aquí quedan
excuídas las empresa que forman parte de la industria maquiladoras.

Así, en 1993, existían 220 industrias con más de 99 personas ocupadas
en la manufactura de Nuevo León. De acuerdo con los datos propor~
' Cada uno de esos cuatro comp&lt;nentes &lt;Xll&amp;i.tuyen un grupo de variables. En el caso del
compcnentesobre cambiolea!.ológico, por ejemplo, se integra por cuatro variables. F.n el
caso del componente cambio en la organizacién empresirial se integra por ocho. A cada
variable se le asignó tm valor cuya sumatoria representa la 1111idad en cada comp&lt;nente.
Si la suma de las variables representaba más del 60% se otorgaba oomo compcneme a la
empresa. Si era menor al 60% el compooente no se &lt;torgaba. Aquellas empresas que
ccntaban ccn tres compoomtesfolll!an parte dela indmma mO&lt;jema y aquellas empresas
que tienen dos o sólo uno de los comp&lt;nentes pasan a f~ar parte de la indU&amp;ria
tradiciooal.

�27

26

donados por la encuesta, la industria moderna representa el 45%
del total de las empresas que ocupan más de 99 trabajadores en la
industria manufacturera de Nuevo León. Este estrato participa con
el 80% del personal ocupado y concentra el 94% de las exportaciones
totales. Es decir, la encuesta es represéntativa del sector manufacturero
exportador de Nuevo León (Cuadro 5).

Cuadro 5
Encuesta a 144 industrias con más de 99 personas ocupadas
Manufactura, Nuevo León, 1991
lndustrias

Personal Ocupado

Exportaciones

Industria moderna

45%

80%

94%

Industria u-adicional

55%

20%

6%

Fuente: Investigación directa. Excluye la industria maquiladora.

Considerando que el número de empresas que tienen más de 99
personas ocupadas asciende a 220, podemos decir que 100 de ellas
se han beneficiado directamente de este modelo macroeconórnico de
apertura comercial6. Dentro de las características más importantes
que definen a la industria moderna destacan las siguientes :
• La reestructuración productiva, en la industria moderna, es
un proceso generalizado pues el 97% de las empresas han
introducido nuevas tecnologías y sólo el 3% no lo han hecho. Así
mismo, las empresas modernas están fuertemente comprometidas
con la modernización, pues el 79% de ellas tienen planes de
inversión en nuevas tecnologías antes de 1996 y sólo el 21%
contestó que no tenía planeado hacerlo.
• A pesar de ello, la industria moderna, en el nuevo contexto
de economía abierta, percibió el impacto de la apertura comercial
de la siguiente manera: el 60% de las empresas declararon que se
vieron favorecidas pues se facilitó la importación de tecnología e
insumos, el 37% declaró que habían perdido mercado y reducido
el volumen de la producción y el 4% contestó que la competencia
era·muy fuerte y existía riesgo de quiebra.

6

A e&amp;as empresas se deben de sumar las 81 empresasmaquiladorasque existm m Nuevo
Leén, dando un total d 181 empresas favorecidas por el modelo, o sea el 60% de las
empresas que timen más de 99 persooas ocupadas.

• Bajo esta situación, en la industria moderna, el 43% de las
empresas tuvo un crecimiento positivo del empleo, el 10% se
mantuvo igual y el 47% su crecimiento fue negativo. Las causas
de los despidos fueron las siguientes: el 33% por ajuste de
personal, el 22% debido a la reducción del volumen de la
producción, el 11 % porque se suprimió una línea de producción,
el 16% debido a la introducción nuevas tecnologías y el 18% por
la introducción de sistemas de calidad total.
• En relación a los planes de crear nuevas empleos en 1993,
sólo el 21 % de las empresas lo tenía contemplado y el 79% restante
contestó negativamente (Cuadro 6).
Recapitulando, en relación a la competitividad, el 41 % de las empresas declaró no estar del todo preparadas para este nuevo entorno
macroeconómico. En efecto un 4% siente riesgo de quiebra y el 37%
perdió mercado y se vieron obligadas a reducir el volumen de su
producción. Es decir, a pesar de los procesos de modernización los
logros no han sido suficientes. Por el contrario el 57% restante valoró
la apertura como una oportunidad de crecimiento y posicionamiento
productivo.
En relación al empleo, si bien la falta de dinamismo fue una característica del periodo (véase Cuadro 3) para el conjunto de la estructura
económica de la región, no deja de ser preocupante que en aquel
sector dinámico y moderno de la economía, protagonista principal
del crecimiento de las exportaciones, se observe el mismo fenómeno
en el 59% de las industrias modernas. En este caso, la pérdida de
empleos se explica, por dos razones: aquellas relacionadas tanto con
la productividad como las relacionadas con la modernización
productiva Así, el 66% de las causas de los despidos fueron para
compensar la baja productividad. Las empresas se vieron obligadas
a suprimir líneas de producción, reducir el volumen de la producción
y recurrieron al ajuste del personal; es decir, opciones de politicas de
corto plazo (flexibilidad estática) vinculadas a la reducción de loscostes laborales. En menor proporción, el 34% de los despidos se
explica por la existencia de procesos de modernización (flexibilidad
dinámica), planificados en largo plazo pero que terminan afectando
negativamente el tamaño de la planta laboral. Es decir, aún en
empresas altamente competitivas se verifican despidos origínados
por problemas productivos.

�29

28

Cuadro 6
Tecnología, impacto de la apertura comercial, causas de
despidos y nuevos empleos
Industria modernae Industria maquiladora. Nuevo León, 1991
.... ..... 1ERÍSTICAS
!Introducción a las nuevas tecnologías

sí
no

Flan de invertir en nuevas tecnologías

sí
no

~pacto de la apertura comercial .
Se facilitó la importacic'n de teaiología
Se facilitó la importacién de insumos
Pérdida de me.rcado
Riesgo de quiebra
Crecimiento del empleo en 1991
Positivo
Igual
Negativo

!Causas de los despidos
de pQ'SQlal
¡Supresién de líneas de produccién
IReduccién del volumen de produccién
Introduccién de nuevas tecnologías
Introduccién de SÍ!tWlaS de t'.ilida~

IA.iwte

Flanes de crear nuevas plazas

sí
no

Moderna

Maquiladora

97%
3%

33%
67%

77%
23%

26%
74%

32%
28%
37%
4%

62%
15%
15%
8%

43%
10%
47%

45%
26%
29%

33%
11%
22%
18%
16%
21%
79%

-

29%
14%
14%
29%
14%
49%
51%

.,

Fuente: Inverugacim direda.

El esquema distributivo de la industria moderna: el salario
fordista.
El salario ford.ista, históricamente surgió en los Estados Unidos en
tomo a un principio fundamental: incorporar al trabajador como un
elemento activo en la estructura de la demanda interna En efecto,
en el contexto de economías cerradas por barreras proteccionistas,
los trabajadores constituían un segmento importante del mercado
interno en los países centrales. En consecuencia, los salarios se
convirtieron en instrumentos de conexión entre la oferta productiva
y la demanda del mercado interno. Es decir, se trataba de crear una
forma salarial, el salario fordista, que constituyera una nueva norma

de consumo (Aglietta, 1983) capaz de acompañar el crecimiento de
la producción. Así, la producción de masas, por el lado de la oferta y
la norma de consumo por el lado de la demanda constituían una
relación dialéctica que se desarrolló armónicamente desde los años
treinta hasta mediados de los setenta en los países desarrollados
(Montmellin y Pastré, 1984; Boyer, 19-89).
Lo que se observa en la industria moderna de Nuevo León, es una
configuración ford.ista de la formación salarial. Esto obedece, a que
el mayor tiempo de vida de las empresas transcurrió en.la etapa de
formación y desarrollo del fordismo periféri-co. La antigüedad promedio de la industrias modernas es de años. Así, la estructura vertical
de las fábricas, los mecanismos de formación salarial vinculados a la
inflación y a los incrementos de la productividad, así como, el desarrollo notable de los salarios indirectos forman partede las prácticas,
costumbres y rutinas del mundo del trabajo en dicho escenario de
actividad industrial. Sobre estas bases se introducen los nuevos
componentes incorporados tanto por la implementación de las medidas de la flexibilidad dinámica, como las introducidas por el ohnismo.

los componentes del ohnismo son : Nuevas tecnologías, producción
flexible, calidad total, calificación, involucramiento y trabajo
inteligente enriquecen el contenido del trabajo, transforman el status
del trabajador en la planta y coadyuvan en la formación de salarios
altos. En consecuencia, la industria moderna de Nuevo León persiste
de la formación del salario fordista. Esto se explica, tanto por la
gestión organizacional fordista que prevaleció en las empresas a lo
largo del proceso de industrialización, como de los nuevos mecanismos de formación salarial -recalificación de la mano de obra- incorporados por el ohnismo.
La configuración del salario anteriormente descrito, ha conformado
un nivel de vida satisfactorio para los trabajadores de la industria
moderna. Efectivamente, en ella los salarios medios se encuentran
100% por encima del salario suficiente (ubicado en 1991 en d~
salarios mínimos), es decir, el obrero tiene una percepción media de
3.9 salarios mínimos mensuales. Esto significa que en la industria
moderna de Nuevo León, el salario ford.ista se ha logrado mantener
en un contexto donde los ingresos salariales a nivel nacional se
contrajeron de manera severa, durante los últimos diez años, como
resultado de la política de austeridad y estabilización económica
impulsada en México.

J

�31

30

Resalta por ejemplo, la política laboral orientada hacia los técnicos
cuyos salarios medios mensuales son 4. 7 salarios mínimos (N$
1,645.00) en 1991. Los trabajadores semi-calificados, aquéllos que
se encuentran operando máquinas fijas o en movimiento cuya capacitación se logra en promedio en unos quince días perciben tres salarios
mínimos mensuales ($N 1,053.00). Por último, los obreros y ayudantes generales que no tienen calificación su salario promedio mensual
corresponde a 2.1 salarios mínimos (N$942.00) (Cuadro 7).
Cuadro7
Industria moderna e industria maquiladora
Salarios medios mensuales y calificación. Nuevo León, 1991

!Industrias Técnicos

Operador
Obreros Total salario sal.medio/
maouinaria fiia
mínimo sal.mínimo

IMooema

1,644.5

1,052.7

942

1,388

347

3.9

!Maquilad

735.8

623.2

539

553

347

1.6

Fueme: Inverugacién directa.

Como podemos observar, ninguno de los salarios medios se encuentran por debajo del salario de subsistencia -dos salarios mínimos

mensuales- hecho que evidencia, en lo general, el grado de consenso
y cohesión social que se han creado en la industria moderna de Nuevo
León.
El salario fordista es un elemento importante de los modelos de
calidad que están impulsando las industrias modernas en Nuevo León.
El salario fordista es portador de una oferta de distribución del ingreso
y de generación de empleos mayoritariamente especializados que
sustenta la producción de masas. El salario fordista actúa dinámicamente en el comportamiento de los mercados de trabajo y en el
desarrollo económico regional. En el contexto del surgimiento de
los nuevos modelos productivos, los salarios altos, estructurados al
interior de la empresa, además de sus efectos dinámicos en la
economía, sirven para profundizar las actitudes de involucramiento
que las nuevos procesos productivos y organizacionales que requieren
del trabajador. Así, la estructura del salario habla del desarrollo de
las relaciones industriales y de las formas de cohesión social que se
han ido construyendo en la industria moderna

En este escenario de actividad industrial, se encuentran las empresas
que nutren el mercado primario de trabajo. Es decir, los mejores
empleos dentro de la estructura global del mercado de trabajo manufacturero.
La industria maquiladora: la predominancia del taylorismo de
ensamblaje.

El otro sector que se ha visto enormemente favorecido por el modelo
macroeconómico de apertura comercial y estabilización económica
es la industria maquiladora. Esta participó, en 1994, con el 36% del
total de exportaciones de Nuevo León y seguramente, dado el intenso
dinamismo que ha tenido en este periodo, seguirá incrementando su
participación exportadora.
En efecto, en 1988 existían en Nuevo León 70 industrias maquiladoras
se incrementaron a 81 en 1991 ya 97 en 1995. Es decir, lasmaquiladoras crecieron entre 1991-1995 un 39%. En relación con el empleo,
la industria maquiladora fue el único sector que tuvo un crecimiento
no sólo positivo, sino además, extremadamente dinámico. En 1988
la maquiladora contaba con 8,500 trabajadores, para incrementarse
en 1991 a 9,092 y en 1995 a 19,538 personas ocupadas. Es decir,
entre 1991-1995 el empleo enlamaquiladorase incrementó en 115%
(Cuadro 3).
El perfil productivo de la maquiladora de Nuevo León corresponde
con las tendencias de la industria maquiladora del país en el año de
1991. Si bien, la maquiladora no establece plantas con sistemas
productivos complejos. Sin embargo no se restringe exclusivamente
a los procesos de ensamblaje intensivos de mano de obra Por supuesto,
la industria ensambladora seguirá siendo la industria dominante en
este escenario industrial, pues los bajos niveles salariales que existen
en México constituyen uno de los atractivos fundamentales para
firmas que quieren relocalizar las fases intensivas en mano de obra
de sus procesos productivos y así, alcanzar mejores niveles de
competitividad internacional. Somos copartícipes de las nuevas
tendencias que caracterizan la división internacional del trabajo
donde, las empresas multinacionales que mantienen procesos de
trabajo intensivos en mano de obra buscan su relocalización en
aquéllas países donde los salarios son bajos (Froebel y otros, 1980·
Lipietz, 1985).
'
No es de extrañar entonces que, el 84% de las maquiladoras establecí-

J

�33

32

das en Nuevo León sean fundamentalmente ensambladoras. En este
escenario de actividad industrial, encontramos la misma J?Olaridad
atraso- fordtaylorismo / modernidad- ohnismo que existe en la
industria tradicional. La diferencia es que en aquélla se manufacturan
productos y en la maquiladora principalmente se ensamblan o en el
mejor de los casos se fabrican partes que sirven de insumos industriales para tenninar la fabricación del producto en empresas extranjeras.

en el caso de la maquiladora, podemos sostener que el paradigma
taylorista del trabajo se va a mantener porque las empresas matrices
estadounidenses optaron por la estrategia de la flexibilidad estática
y, por ello, concretaron los procesos de relocalización de aquéllas
Jases de su proceso de trabajo -intensivas en mano de obra-, en la
región industrial del AMM con el fin de disminuir sus costos salariales
y aumentar su competitividad internacional (Stormer, 1988).

Estas características del proceso de trabajo configuran un escenario
de actividad industrial donde el polo atraso-fordtaylorismo es
ampliamente dominante en la maquiladora de Nuevo León. La
encuesta de la que hablamos recoge de manera sobresaliente las
siguientes características de la maquiladora :

En consecuencia, la marcada predominancia de la estrategia de flexibilidad estática la vamos a encontrar también en otros componentes
fundamentales del mundo de trabajo, como lo son, la formación de
los salarios y las medidas de planeación 01ganizacional; componentes
que en su conjunto delimitan la calidad de oferta social que brindan
las maquiladoras en el estado de Nuevo León.

• La reestructuración es un proceso restringido pues sólo el 33%
de las empresas han introducido nuevas tecnologías y el 67%
tienen procesos productivos con sistemas tecnológicos mecanizados. Consecuentemente, la planeación de inversión en nuevas
tecnologías antes de 1996 sólo existía en el 26% de las empresas
y el 74% no iba a hacerlo.
• La industria maquiladora, orientada totalmente hacia la exportación generó una dinámica expansiva en el mercado laboral. El
45% de las empresas tuvieron un crecimiento positivo del empleo,
el 29% de ellas se mantuvo igual y el 26% manifestó un crecimiento negativo. Las causas de los despidos fueron los siguientes:
el 29% por ajuste de personal , el 24% de los despidos fueron por
supresión de una línea de producción, y reducción del volumen
de producción respectivamente. El 29% de los trabajadores en
1991 fueron despedidos por la introducción de nuevas tecnologías
y el 14% por la introducción de sistemas de calidad.
• Respecto a los planeas para crear nuevas plaz.as, el 49% contestó afirmativamente y el 51% no pensaba hacerlo (cuadro 6).
Obviamente, la presencia de industrias ensambladoras -intensivas
en mano de obra- es lo que explica la predominancia del paradigma
productivo taylorista y la forma en que participa de algunas de sus
tendencias. Efectivamente, los procesos de trabajo son fundamentalmente tayloristas. Por ejemplo, sólo así se explica que únicamente el
26% de las rnaquiladoras piensan invertir en nuevas tecnologías antes
de 1996, pero al contrario, el 51 % de las industrias tenían planeado
la creación de nuevas plazas. Incluso, desde una perspectiva global,

El esquema distributivo de la maquiladora: el salario subtaylorista.
En este escenario de actividad industrial la norma de consumo es
extremadamente restringida y participa de las tendencias dominantes
de pérdida adquisitiva de los salarios que se han registrado a nivel
nacional. Es un escenario típico del mercado secundario de trabajo
dadas las características de la mayoría de las maquiladoras
establecidas en Nuevo León, es altamente probable que las maquiladoras continuarán siendo uno de los polos productivos que aprovisionarán al mercado secundario del mundo del trabajo en la región.
Ciertamente, la industria maquiladora participa con una oferta de
formación de salarios bajos. Este hecho se explica por varios factores:

y

• La industria maquiladora escinde la esfera de producción y la
esfera de la circulación. Los productos que se ensamblan en México se consumen en un I 00% en el extranjero. La dinámica de los
mercados de los productos no están vinculados con la economía
mexicana sino con los mercados internos de otros países. En
consecuencia, la preocupación del mercado interno mexicano no.
existe como componente de las medidas de planeación empresarial.
• Los mecanismos de la formación de los salarios son el resultado del encuentro de dos tendencias: la microeconómica y la
macroeconómica. A nivel microeconómico los salarios están vinculados a la calificación de la mano de obra y en la industria
maquiladora el 89% de los trabajadores son obreros generales y

�35

34

ayudantes, sin calificación y fácilmente reemplazables. A nivel
macroeconómico, la política de austeridad llevó a fijar el salario
mínimo ($N 347 pesos o $110 dólares mensuales) a un nivel de
infra-subsistencia. De suerte tal, que la noción del salario núnimo
perdió su papel de referencia como el espacio de encuentro y
entendimiento entre trabajadores y empleadores. Para que el
salario núnimo vuelva a desempeñar ese papel tendría que ubicarse
cerca de los $N 850 pesos en 1995.
• La antigüedad media de las maquiladoras es de 2.6 años. Es
decir, son empresas que se crearon bajo la sombra de la política
económica neoliberal, donde los salarios fueron comprimidos
como mecanismo de control de la inflación.
Obviamente que las industrias maquiladoras no tienen responsabilidad ninguna en la conformación de los mecanismos de formación
salarial establecidos en México a nivel macroeconómico. Inclusive
sabemos que una de las razones de la relocalización de sus fases
intensivas de mano de obra en México lo constituye precisamente la
oferta del coste salarial que ofrece el país.
No nos debe extrañar entonces que los salarios medios de la industria
maquiladora se encuentran un 20% por debajo del salario de subsistencia (dos salarios núnimos) apenas suficiente para satisfacer las
necesidades de reproducción del trabajador y su familia Esta configuración salarial de la industria maquiladora que se ubica por debajo
del salario de nivel de subsistencia en México constituye una de las
ofertas menos aceptables por los trabajadores en la región industrial
del AMM. Por ejemplo, los salarios medios de los técnicos son 2.1
salanos mínimos ($N 736 pesos) apenas al nivel del salario del obrero
general (no calificado) de la industria moderna. Los trabajadores
semicalificados que operan máquinas fijas perciben l. 8 salarios mínimos ($N 623 pesos) y los obreros generales ganan el equivalente a
l.6 salarios mínimos ($N 539 pesos) (Cuadro 7).
Si bien, la industria maquiladora tiene un comportamiento dinámico
en cuanto a la generación de empleos, la política salarial es contradictoria con los requerimientos de involucramiento y adhesión del trabajador a .la empresa que requiere el contexto de globalización de la
economía mundial para alcanzar la competitividad. Es este escenario
de actividad industrial la tasa promedio de rotación anual es del
48%, evidenciando la falta de consenso prevaleciente en el mundo
del trabajo de la maquiladora en la región.

La ur~en~i,a de una nueva pol~tica industrial: ~xportM:iones,
globahzac1on y cadenas productivas, desarrollo endógeno.

Es urgente recuperar las condiciones de bienestar que tenía el país
en 1982 a la brevedad posible. Hasta el momento, la política macroeconómica de apertura comercial y estabilización económica ha
profundizado la brecha de la sociedad dual latinoamericana. Vivimos
en un Estado-Nación que ha agudizado la polarización económicosocial.
Sin embargo, como lo acabamos de analizar, existe un poderoso sector
del "mundo de los ganadores" que no solamente ha logrado beneficios
económicos con este modelo, sino que además promete un extraordinario posicionamiento en el mercado internacional y nacional. Podrá
este sector constituirse en una fuerza hegemónica (en el sentido de
Gramsci) nacional? ¿Cuáles son las perspectivas de la industrialización que impulsan estos dos polos de desarrollo? Para ello es importante desarrollar una política industrial que planifique el desarrollo
de la industrialización y sus efectos expansivos en otros sectores de
actividad económica del país.
Hasta el momento, los sectores productivos beneficiados del modelo
macroeconómico de apertura comercial nos ofrecen un mundo
polarizado. El sector moderno industrial si bien genera una oferta
social de lento crecimiento del empleo tiene·el mérito de fortalecer el
sector primario del mercado de trabajo. Es ahí donde se desarrollan
las mejores propuestas de relaciones industriales, pactos laborales y
reglas de consenso del mundo del trabajo. En el otro extremo, nos
e~con~os con la industria maquiladora que ofrece un amplio
din~smo en lo relativo a la creación de empleos, pero su oferta
social se ubica en la jerarquía más baja de los mercados de trabajo.
Son empresas que soportan algunas de las formas que integran el
mercado secundario de trabajo, tanto en lo relativo a las condiciones
de trabajo como en la fonnación de los salarios. Esta tendencia
natural, sólo profundiza la fonnación de la sociedad dual donde el
sector moderno con le~to crecimiento será cada vez más reducido y
los mercados secundarios se desarrollarán exponencialmente.
Efectiv~~nte, el sector moderno industrial, con su tecnología de
punta , s~ bien genera una oferta social que nutre el mercado primario
de trabaJo, no garantiza crecimiento substancial en el empleo. Por
ello, a ~ d~ que es_alú donde se desarrollan las mejores propuestas
de relaciones mdustnales, convenios laborales, reglas de consenso y

�37

36

una cultma laboral integradora, la oferta social de la industria
moderna se ciJcunscribe a los parámetros de la reproducción simple
de su segmento laboral. En suma un enclave privilegiado en el contex-

principios de la especialización productiva determinada por el
mercado sin descuidar la planeación del des arrollo endógeno
sostenido determinada por las instituciones. La industria moderna

to nacional

por sí sola es incapaz de generar el dinamismo productivo que el
país requiere si no se crean los soportes institucionales (política industrial, política de financiamiento productivo, política fiscal, política
comercial -revisar el TLC-, política de recalificación integral de los
recursos humanos entre los más importantes) que impulsen la
integración vertical con los otros sectores productivos que integran
el mosaico de industrias a nivel nacional.

En el otro ex.tremo, dentro del mundo de los ganadores, nos encontramos a la industria maquiladora, con tecnología atrasada y con una
oferta social que soportan algunas de las formas que integran el
mercado secundario del trabajo. Es ahí donde se crean formas
retrógradas de relaciones laborales, consensos bloqueados y salarios
de subsisteneia. Sin embargo, dado el fuerte dinamismo en la creación
de empleos, la oferta social de la industria maqui/adora adquiere
las dimensiones de la reproducción ampliada de su segmento laboral.
Estas tendencias de ambos escenarios productivos, sólo profundizan
la formación de la sociedad dual. Por un lado, la industria moderna
promotora de los mercados primarios de trabajo tiene una escasa
aportación en el terreno de los efectos multiplicadores del empleo.
En el otro extremo, la industria maquiladora con su dinamismo en
la creación de empleos engrosará a los mercados secundarios de
trabajo.
Se trata de planificar el desarrollo de la industrialización y sus efectos
expansivos en otros sectores de actividad económica del país tomando
en cuenta las señales del mercado.
Consecuentemente, una voluntad política soportada por instituciones
debe de concretarse en la definición de una política industrial que
marque rumbos, defina metas cuidadosamente monitoreadas,
tendientes a fortalecer el polo progresista de la modernización industrial, es decir, la industria moderna a través de cadenas productivas
que enlacen al aparato productivo nacional y lo integren al desarrollo
con competitividad que ellas liderean7 • Esta política recientemente
anunciada por el gobierno es un avance importante considerando
que desde 1983 carecíamos de política industrial alguna.
Para que esta política realmente funcione, requiere de un liderazgo
empresarial activo y comprometido con México. Es necesario definir
el tipo de inserción del Estado-Nación en la economía mundial. Es
decir, partir del principio de formar un país capaz de capitalizar los
' Para un análisis-de prcpue&amp;aS ahemativas véase a Ifigenia Martínez ( 1995). TambiéI:
Juan C~gts Teillery (1995) y Arturo Huerta Gcmál.ez (1995).

Para ello, es necesario contar con una estrategia que, en el contexto
de la crisis económíca actual, sea capaz de sustentar un régimen de
acumulación sostenido en un sistema de distribución del ingreso que
garantice el bienestar de la población, la acumulación nacional y el
éxito de las empresas orientadas a la especialización productiva.
Consecuentemente, es necesario definir una política industrial que
marque rumbos, defina metas que sean cuidadosamente monitoreadas
tendentes a fortalecer el polo de modernización industrial
garantizando una política de encadenamientos productivos que
enlacen el sector tradicional del aparato productivo nacional. Es decir,
el sector moderno de la economía es incapaz de generar el dinamismo
que el país requiere si no se crean los soportes institucionales que
impulsen la integración vertical de los sectores productivos que
integran la red industrial a nivel nacional.

Bibliografía
Aglietta, Michel
( 1983) Regulación y crisis del capitalismo, México, Siglo XXI.
Aspe, Pedro
(1993) El camino mexicano de la transformación económica, México,
Fondo de Cultura Económica.
Boyer, Robert y Jean Pierre Dwand
(1989) La Flexibilidad del Trabajo en Europa, Madrid, Ministerio del
Trabajo.
Castaingts Teillery, Juan
(1995) «Hacia un plan económico alternativo para México», Mimeo,
presentado en el XX Congreso de la Asociación Latinoamericana de
Sociología, México.

,¡
P.

�38

39

Coriat, Benjamín

Women's extradomestic work and marital relations
in Mexico

(1990) L 'atelier et le robot. Essai sur le ford~me el la produclion de
masse a l'age de l'electronique, Paris, Chnsllan Bourgeo1s.
(1993) Pensar al Revés, México, Siglo XXl

Manuel Ribeiro-Ferrei111'

Deming, W. Edwads

(1980) Calidad, Productividady Competitividad. La salída de la crisis,
Madrid, Ediciones Dfaz de Santos.
Froebel, F. y otros

(1980) The new industrial division oflabour: Struclural unemployment
in industria/ized countries an industrializtion in developing countries,
Cambridge University Press.
Huerta González, Arturo

(1995) Causas y Remedios de la Crisis Eéonómica de México, México,
Editorial Diana.

Resumen
Este artículo examina las condiciones sociales y familiares que
favorecen o dificultan el ingreso de las mujeres al mercado de trabajo.
Por un lado, los procesos de industrialización y de tJ.rbanización han
generado una situación propicia para que un número cada vez mayor
de mujeres accedan a una actividad económica; pero por otro lado,
los factores culturales e ideológicos, las estructuras familiares y los
marcos juridicos constituyen obstáculos que obstaculizanel acceso
de las mujeres a los empleos.

Abstract

Lipietz, Alain

(1985) Fordisme, .fordisme périphérique et métropolisalion, París,
CEPREMAP. # 8514.
·
Martínez, Ifigenia (Compiladora)

(1995) Economía y Democracia. Una propuesta alternativa, México,
Grijalvo.
Montmellin, Maurice y Olivier Pastré

(1984) Le Taylorisme, París, La Decouverte.

This article examines social and familial condition which might either
favour or obstruct access of women to the labour market. On the one
hand, both industrialization and urbanizatiou processes have
developed a favourable condition in order that an increasing number
of women get access to an economic activity; but on the other hand,
cultural and ideological factors, family structures and legal frameworks constitute obstacles hinderíng women ·s access to employment

Ohno, Taiichi

(1989) L'esprit Toyota, Paris, Masson.
Reingold, Edwin y Mitsuko Shimomura

(1987) Made in Jopan, México, Lasser Press.
Scott A y Storper M.

°(1988) Production, work, territory: The geografical anatomy of
industrial capitalism, Oxford: Basil Blackwell.
Taylor, Frederic W.
(1909) Principies of scientific management.

The history ofwomen·s economic activity1 has been linked, in large
measure, with the structural conditions of societies which might
favour or obstruct the access of women to paid employment; but it is
evident that the h.istory ofwomen's employment has also been marked
by their social-condition. Francine Barry ( 1977) says that the whole
question of ~men·s work seems to be articulated around a dialectical
axis, the coordinates of which are the industrialization process and
family traditions.
In fact, we can say that industrialization was accompanied by
important social changes which precipitated the entry of women into
the labour force: urbanization, the development ofthe third sector of
1

Investigada de la Facultad de Trahajo S,&gt;&lt;."tal de la Univm;idad Autéooma ,le Nuevo
Leúi

1
We wi1l us., lhe teros «womro ·s ~ct.ivity» and «W&lt;llllCIJ ·s wtJk•&gt; to rd'ec l o lhoo-e women
,vbo are in the lahour force. Tbat doe&amp;1'1 mean lhat the womcn ""ho doo 't perticipate in
lhe markd ofbhoor a tho,;e 'Mlo doo 't bave a salary den 't wod. In fact, ao oo:nmlic
act.ivity may or not may be remunerat...t

�41

40

the economy (which offers more job opportunities for women); the
secularization process; the advent of massive consumerism; improvements in domestic technology; the increase in the cost of living;
the development of effective and easy to use contraceptive technology,
etc. But, at the same time, other social forces and family characteristics
pushed in the opposite direction. First, the traditional family confined
the woman to the speci:fic role of mother-wife and made her responsible for the moral and affective support of this «basic cell ofsociety»;
moreover, sexist ideologies perceived women's extradomestic work
as a threat to society and the well being of the family.

years old and over) accounted for over 22.3% ofthe labour force in
1941, 40% in 1980 (Descarries-Bélanger, 1980:44) and 58.8% in
1988 (Motard et Tardieu, 1990:54). In Mexico, according to the
national census in 1970, feroale v.urkers represented 20% ofthe EAP
(12 years and over); in 1990 this figure was only 23% (INEGI, 1992)4.

Table 1
Women's rates of participation in the labour market
Mexico 1940-1980 (thousands)

In the United States and Canada, for example, the access to remunerative work for a massive number of women carne about at the beginning of the 1940's, mainly as a consequence of the Second World
War. The war stimulated econornic growth in these countries, overcorning the great depression ofthe 1930's. The war industry caused an
unprecedented increase in production in the factories, to such an
extent that employers hired all the workforce available that had not
already been absorbed by the army. This fact made possible the
massive entry of women into the labour market (Vinet, 1982:24).
Even though a&amp;large number of women were forced to return home3
at the end ofthe war (Descarries-Bélanger, 1980:47), the favourable
post-war econornic situation and the flourishing service sector attracted them back to work on a more permanent basis (Vinet, 1982:25).
Furtherroore, other socioeconornic factors influenced the continued
uptake of women into the labour force: the innovation of domestic
labour-saving devices, the growing popularity of processed convenience food and easy-to clean synthetic clothes, the shorter jou~y
to work and later, the decrease in fertility rates and the advent of the
as yet erobryonic ferninist movement.
In contrast, the impact of the war in Mexico was not signi:ficant, due
to the nation's marginal military participation. Notwithstanding the
fact that during this period of ti me only a small proportion of women
participated in the labour market (7.4% of EAP in 1940) (Pick,
l 989: 51) (table 1), opportunities for women to gain remunerated
employment presented themselves, albeit at a slower pace than in
the North American countries. For instance, in Canada, women (14
' .It 5h.ould be remembered that immediately after the war, the ecmomic adJvities decreased
and many men wbo had been fi¡iptingretumed to their jobs and ~laa;d a CCl'.lSÍderable
number of women in the labour force.

EAP

Active women

% Active women

1940

5858

432

7.4

1950

8272

1127

13.6

1960

11253

2018

17.9

1970

12955

2466

19

1980

22066

6141

27.8

,

.

Srurce. Estodísticas bístóncas de México, 1985, cit. by Piel&lt; et al (1989:261)

Though it was perhaps implied earlier that women's economic work
dates from the 1940's, actually the history of fernale work began
much earlier, in ancient times. In ali ages, women have directly
contributed to the production of goods and services; however, thjs
was not always socially recognized. For instance, in rural societies,
women have often been involved in farroing activities, but they have
not been consfdered in offi.cial statistics and have not been regarded
as a part of the active population (Labrecque, l 986). Traditionally, if
certain jobs and services performed by women were not completely
absorbed by the farnilies, they were frequently regarded as «volunteer
work», and thus were often not considered in the statistical
calculations of the EAP (Barry, 1977: l ). But even if we only consider
the out-of-home paidjob, it is evident that a great number ofwomen

• It's important.tónct.e1hat the Mexican ~ e s in thenati&lt;nal ansusreferto women 12
years old and over andnct lo those mio are 14 years old and over as in the North An:urican
~ c s . Fw1her, inreant years, the ecwomic aisishave liim.ulated thedevelopment of
aninf~~of~e~cmy, iawhichmany~le(but~eciallywomen)developed
&lt;&lt;SUTV!val ~~eg¡es» m different k.inds ofecroomic activities. Unfortunately, there areno
reliable sta1J5t.Ics, and this type of work remains iavisfüle.

�43

42

is frequently done part-time6 • Again, we find a parallel with the
Northem America situation: a survey of Quebec families carried out
in 1984 showed that 60% of wornen questioned had experienced one
or more interruptions of at least one year since becoming economically
active, while among men this percentage was only 16% (Kempeneers,
1987). Furthermore, the percentage ofwomen who work part time is
_significantly higher than men woddwide.

began working in.factories right from the outset of the Industrial
Revolution. Indeed, wit.hin pre-colonial A:zrec, society, it was very
common for women to get involved in commercial activities and
sorne of them even became public officers of the «pochteca
tlahtocayotl» (Govemment ofthe merchants) (Hellbom, 1982:61).
One important aspect ofthe evolution offeminine work is the marital
status of the female workers. It is no secret that marriage and family
have constituted serious obstacles to women seeking to get involved
or stay involved in an extradomestic job. As has been shown by various
studies, most of the women who perfonn an economic activity leave
their employment when they either marry or start living with a partner
(Leñero, 1968) (Ribeiro, 1989, 1995b) (Ribeiro et al, l 991 ). So, for
example, in the metropolitan region ofMonterrey, our 1989 research
into the family demonstrated that among the 2,007 married women
who were interviewed, 67.4% hada job before marrying, yet only
15.7% ofthem kept theirout-of-home job once married, while 8. 1%
performed sorne kind of econornic activity wíthin the household.
Within the rural areas ofthe state ofNuevo Leon, the situation is not
very different, for even though it has been shown that peasant women
face structural d.ifficulties finding paid jobs elsewhere, half of them
used to work before formally marrying, while only'6.7% maintaioed
a job after matrirnony (Ribeiro, 1995\?). This situation, however, is
not peculiar to less developed countríes, because even in developed
states nowadays, marriage still ditttinishes the employment opportunities available to women~.

In Mexico, according to the 1990 census, 87% of men and only 60%
ofwomen work 33 hours or more a week. Also, feminine employment
is commonly interrupted by marriage -as was mentioned above- as
well as by the arrival of children, in a very high fertility context.

Table 2
Percentage of Women in the main activities
Mexico &amp; Nuevo Leon, 1990
MAIN OCCUPATION

Total
Professionals
Technicians
Educational workers
Art workers
Public officers and directors
Agricultural workers
Inspectors and supervisors
Manual and blue collar workers
Fixed machinery operators
Auxiliaries
Transport operators
Clerical workers
Merchant and merchant employees
Informal economy workers
Civil servants
Domesti.c workers
Protection and surveillance
Unspecifíed

Another important aspect ofthe kind ofwork first made available to
Mexican women is that it entailed reproducíng at the social leve! the
same type of duties that they traditionally executed in the domestic
sphere: cleaning, cooking, child care, care of the sick and elderly,
clothes making, etc. (Elu, 1975a:73) (Ribeiro, 1994, 1995a). 1t is
plain to see that, even today, there is a double labour market established along the lines ofthe sexual social d.ivision, because in general
women find themselves directed to the traditionally feminine activities
(Elu and Ribeiro, 1995; Garcíaandde Oliveira, 1994). Moreover, as
it has been pointed out by Wainerrnan et Recchini ( 1981), feminine
work has been characterired by discontinuity and by the fact that it

Me.x.ico

N.L

23.6
25.9
44.5
60.3
18. l
19.4
3.6
15.6
10.5
30.2
11.5
1.0
53.6
33.5
25.7
33.5
96.6
3.2
30.9

26.1
27.l
43.0
64.8
22.7
16.4
1.7
11.8
8.0
25.5
10.5
1.0
54.3
30.4
15.5
30.5
96.2
2.7
26.7

8-0urcc: INEGI (1992).
6

'Cf Le BourdaisdDerosias ( 1988:170),Tr.,jednies dánu¡v~ques dprcfc&lt;'li&lt;nellcs:
une aoalyse lcngitudinale dts proce:.-sus ti des dttaminants, ~Cit. derechcrdic, INRSurhanisatioo. cit. by lnldurand ( 1992).

¾ofwomen

Even in thosc countries in 'MIÍ.di the participaticn ofwomen is hight2', as in Sweden, 3
l.arge~lltllba- ofwomen w~_part time (cf. Bamre-Maurisscn, 1992). Ji is important to
mt:Dt!.~ that. the díscontinwty m the professional careers of women cmstitut.c an
1IDpoverishmmtfactor,asithasbeendema:istráedinthcEurq1eanEccncmicCommunity
COtmtries. (Bawin-Legros, 1988: 180).

�45

44

The work of woroen has thus developed in very unfavorable conditions
because their access to employment has in general been limited to
only a few sectors of the economy; their wages are pro~rtionally
lower than those of men and, for mothers, economic activity has in
most cases meant the realization of a double working day. In research
conducted in Guadalajara (Mexico) on women who work in the shoe
industry, Helena de la P Hemandez (1988), concludes that women
in this type of activity are assigned the jobs of placing ornaments
because this activity is «more feminine», and because they are also
subject to the worst working conditions and the lowest wages; roen
don't want to perform these activities because they would feel
«belittled» and because they are convinced that this is «women's
work». In the same study, the author reports that in the largest shoe
industry in Guadalajara job seekers are required to be young, single
and childless. Another study in the same city, this time in the textile
industry (Gabayet, 1988), reports that towards the end of last century
women employed in this fi.eld received lower wages than roen, because
they were never assigned to managerial positions. In the sate of
Queretaro (Mexico), in research involving 244 low-income nuclear
and semi-nuclear households, Sylvia Chant (1988:186) found that
the average salary of amale head offamily in 1982-83, was 3060
pesos weekly, while female heads offamily earned only 1540 pesos a
week in their main occupation, although many had a secondary
activity which increased their income to it to 1927 pesos weekly, on
average.
However, the fact of working in productive activities has deeply
affected women's life history... and their families. Although it is true
that for most female workers employment has not meant the search
for or the attainment of self realization, but has rather been a response
to the demands of economic necessity7, it is no less true that despite
the not very stimulating conditions described above, most of them
assert they would continue working even if they did not face any
economic need; that is at least what we can conclude from the most
recent research conducted in Nuevo Leon (Ribeiro, 1989; 1995b).
Based upon sorne essays and studies by Mexican feminists, Labrecque
(1986) tries to show that for Mexican women the fact ofbecoming
part ofthe labour force does not mean that male dornination is atan
end. Simultaneously, this author strongly criticizes the very unfavo1

Actually we coold say the same thing formen.•

ra_ble conditions in which these women find themselves. Starting off
with data collected in the earliest 1980's in a .rural area of northem
Mexico, she asserts that «. .. of all the family situations experienced
by women who receive a salary, they have greater autonomy when
they area head of the household (in the absence of a male)».
A_t this junc~re, I should make it clear that I agree with Labrecque's
view that patd work does not di'.rectly lead to greater female liberation
in male dominated society8: justas we saw earlier, the basis on which
wo~en have begun to break into the extradomestic economic sphere
fe~ advantages. However, we would like to point out that this
s1tuatton 1s not restricted to Mexican or Latin-American women- on
~e con~, itproduces a phenomenon that has been widely obser'ved
m pract:t~y a.U industri~ societies and, consequently, is a common
element m the modera history of feminine productive work.

~e:s

Even thougb we know that paid work does not automatically liberate
~men ~om male domination, it seems evident that wornen's entry
mto the Job market and the incorne that has followed, has contributed
to a large degree to a reevaluation of the relations between women
and men and between women and society.
Among the fírst obstacles encountered by pioneer women in the fi.eld
of e~~nomic a~tivity was the hostility towards them manifested by
~aditJ.~nal ~oc1ety, anchored in amale biased culture. The preva.iling
ideas m _this respect, in almost ali societies, strictly opposed any
changes m the sexual roles assigned to women. In Mexico studies
concerning th~ :family and women's work (Leñero, 1968) (El;, 1975a)
have emphastzed the fact that, for a conservative culture, female
work «endangers» the equilibrium oftraditional life and dependence
ofw~men ~n m~n_. Particularly among the less economically successful m soc_1~ty, 1t 1~ the man who is expected to provide and satisfy
the nece~s1tJ.~ ofh1s household; otherwise, his virility is questioned.
S~ch a s1tuatJ.on, very common in Latin America, is closely linked
wtth the concept of «machismo». Beginning with several studies
based on the position of women in Latín American countries, Gissi

°:

•Toe problem male dominatioo. is very complex and doesnot auiomatically end when
the women begin to work. As Vmet (1982:29) poinls out: «the marl&lt;ed cooflict between
men and women clearly ex~ the narrow framewotk of female participatioo. in the
labour .mackd. The ideas received aboul the family, the respCII.Sl.bil.ities of the oouple, the
mcther-sm and ~ather~ relatiooships, the habits acquired througb. many generatioo.s,
m fact the e&amp;abfuhed family ordec is based en the accqitance of dilfertnt social roles for
men and women».

�47

46

( 1975) concludes that men oppose the employment ofwomen because
for the «macho» «allowing woman to work is equivalent to publicly
announcing that he is not a mam&gt;, and because «the only way to
assure a wornan's fídelity is by keeping her economically dependen!».
The woman's paid work reduces her husband's authority (it makes
her more independent) while at the same time it takes away from the
man the strongest proof ofhis masculinity. For blue collar workers a
woman's place is at home. Only economic necessity may justify female
work and even then the man may well feel deeply humiliated, accompanied by a strong sense of failure.
In spite ofthe fact that out ofhome work done by Mexican women is
increasingly seen as «normal», male opposition still constitutes a
major obstacle in many cases: in a recent study conducted among
married men in three Mexican cities (Mexico, Monterrey and
Queretaro), Leñero ( 1992) observed the persistence of« macho» attitudes towards female work. The data he collected in Monterrey showed
that 35.3% ofthose interviewed affirrned that they would never accept
their wives working outside the home, and 30.6% answered that
they would accept only under certain ci rcurnstances. Forty one percent
of the total surveyed said that they would not entertain the idea of
women earning more than men.
In the rural areas the situation is generally more difficult for women:
a survey in these areas carried out during the 1980's observed that
even when women's productive work was accepted on a individual
basis by sorne of the husbands directly involved, it was seen as a
negative development for the community as a whole9 •
But Monterrey menare not the only ones who think that a woman's
place is at home and that they should not accept employtnent; in
general, the opinion of women points in the same direction. The
results of research involving families in the Monterrey metropolitan
area (Ribeiro, 1989) clearly reveals this situation; when wives were
asked their opinion on the proposition «if a woman has solved her
economic need, she should not work outside home», 64% agreed1º.
Interestingly, the figure was identical when the same question was
' Margolis-Fiist, A ( 1982:230), El p apel de la mujer en la awicuhura de El Baj ío, Tesis
de Licenciatura, Universidad Auténoma Metrq,olitao.a, Iztapalapa, cited by Labrecque
( 1986:211 ).

'ºIt is importan.teto emph asize tha1 a little more than third ofthese wives (genecally the
bEtta- educated &lt;nes) didnol agree wilh this propositi&lt;n, \W.i.ch indicat.esthat an important
c:hange of attitudes from the traditi&lt;nal nonns is imminent.

addressed to women in the process of becorning divorced, and who
gave their opinion on this matter in 1990 (Ribeiro et al, 1991 ). In
rural areas of Nuevo Leon we observed a similar response (Ribeiro,
1995b) but the percentages of conservative answers was even higher
( 76%), a situation that is not surprising, given the low level of education and the predominance of traditional values that characterize
rural areas.

It is wel~ known that the «machista» culture is reinforced by the
Catholic tdeology that prevails in Mexico". Traditionaily, the Catholic
church has widely opposed productive employment for women
(particularly for married women). The ideological thinking is
sup~rted by the widely held belief that the process of «family disintegratton» and the pressure on marriage as a social institution are a
direct consequence of the fact that more married women find themselves in the labour force (Anson and Roa, 1966; Leclercq, 1967~
Ribeiro, 1989).
For ~e church, and for society as a whole, women -and mainly
marr~ed ones- have a «natural function» providing moral and
emottonal support for the farnily. For this reason, in the name of
moral values, the Catholic church considers female productive work
as a mechanism that has distracted married women from their main
roles in the farnily: procreation and child education roles that were
«assigned by God» (Barry, 1977:44).
This religious perspective ofthe family and family roles still continues
whe:ever Catholicism is the main religion. The conception of the
famlly as a natural unit is ruled by a «natural and unquestionable»
law that comes directly from God (Cf. Leclercq, 1967).
The hostility toward the \\Ornen' s paid work has diminished somewhat
recentl~ Briefly, the reasons for this are: the stereotype of the male
breadwmner has diminished in correlation with the increasing roles
of women in the labour force (Vinet, 1982:32); moreover the
modernization process has encouraged a greater secularization ~f
the culture. This has decreased the force of the Christian image of
«the woman-at-home». Furthermore, as has been emphasized,
although a large percentage ofhusbands do not agree with their wives
working, most of them have to accept it because their families need
an additional income.
11

In Mexico, Toe 1990 Nati&lt;nal Cmsus reports that. 89.9% ofthe entire pqmlatiCII is
catholic (INEGI, 1992).

�49

48
Gabayet, Luisa et al (comps.)

(1988) Mujeres y sociedad. Salario, hogar y acción. social en el
Occidente de México, Guadalajara, El Colegio de Jalisco y CIESAS
de Occidente.

References
Anson, Francisco and Vicente Roa

García, Brígida and Orlandina de Oliveira

(1966) Mujer y sociedad, Madrid, Ed. Rialp.

(1994) Trabajo de la mujer y vida familiar México El Colegio de
México.
'
'

Barrere-Maurisson, Marie-Agnes
(1992) «Matemite et/ou travail: une comparaison des liens entre
stmctures familiales et marché de travail dans les pays développés»,
in: Dandurand, R et F. Descames (Ecls.) (1992).

(1975) «Mitología sobre la mujer», in. Elu, M. el C. (Ed.) (1975b).
Hellbom, Anna Britta

Barry, Francine
(1977) Le travail de la femme au Québec. L 'évolution de 1940 a 1970,
Montreal, Les Presses de I'Université du Québec.

(1982) «La vie des femmes et leur role dans la culture Azteque» in
UNESCO (1982) 59-68.
'
Hemández, Maria de la Paz

Bawin-Legros, Bemardette
(1988) Familles, mariage, divorce, Liege, Pierre Mardaga Ed.
Chant, Sylvia
( 1988) «Mitos y realidades de la formación de las familias encabe7.adas
por mujeres: el caso de Querétaro, México», in: Gabayet, L. et al
(comps.) (1988) 181-204.

(1988) «Mujer y trabajo: las adomadoras de calzado en Guadalajara»
'

in: Gabayet, L. et al (comps.) (1988) 17-33
INEGI

(1992) XI Censo general de población y vivienda 1990. Aguascalientes
Instituto Nacional de Estadística, Geografia e Informática.
'
Kempeneers, Marianne

Daigle, G. (Ed.)
(1922) Perspectives sur le Québec 1960-1990. Tensions, enjeux, défis,
Montréal, Presses de I'Université de Montréal.

(1987) «Qu.estions sur les femmes et le travail: une lecture de la crise»
Sociologie et Sociétés, vol 14, nº 1, April 1987, 576-71.
'
Labrecque, Marie Fiance

Dandurand, Renée
(1992) «La famille n'est pas une ile. Changements de société et
parcours de vie familiale», in: Daigle, G. (Ed) (1992) 357-383.

(1986) «Femmes, travail et domination masculine au Mex:ique»
Anthropologie et Sociétés, vol. 10, n º l.
'
Leclercq, Jacques

Dandurand, Renée and Francine Descaries (Eds.)
(1992) Meres el travailleuses. De l'exception
Institut Québécois de Recherche sur la Culture.

Gissi, Jorge

a la

regle, Québec,

Descarries-Bélanger, Francine
(1980) L'école rose ... et les cols roses, Montreal, Les Éditions
Cooperatives Albert Saint Martin.
Elu, Maria del Carmen
_(1975a) El trabajo de la mujer en México, México, Instituto Mexicano
de Estudios Sociales, A C.
(1975b) La mujer en América Lah·n a, Tomo I, México, Sep-Setentas.
Elu, Maria del Carmen and Manuel Ribeiro (Eds.)
(1992) La salud reproductiva de la mujer en Nuevo León, México,
México, Instituto Mexicano de Estudios Sociales, AC. &amp; Universidad
Autónoma de Nuevo León.
Gabayet, Luisa
(1988) «Antes eramos mayoria. .. Las mujeres en la industria textil de
Guadalajara», in: Gabayet, L. et al (comps.) (1988) 91-106.

(1967) La Familia. Según el derecho natural, Barcelona, Ed. Herder.
Leñero, Luis
(1968) Investigación de la familia en México, México, IMES
(1992) Varones, neomachismo y planeación familiar, México, Mexfam.
Motard, Louise and Camille Tardieu
(1990) Les femmes 9a compte, Que'bec, Les Publications du. Que'bec
2nd. ed.
'
Pick, James B . et al
(1989) Atlas of Mexico, Boulder, Colorado, Westview Press.
Ribeiro, Manuel
(1989) Familia y Fecundidad, Monterrey, Universidad Autónoma de
Nuevo León.
(1994) «Papel y condición de la mujer en la familia mexicana» in:
Ríbeiro and López (Eds) (1994), 143-179.
'

�51

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(1995a) «Emancipación de la mujer y fecundidad» Perspectivas
Sociales, N° 3, 51-82.
(1995b) Organización familiar y cond_ucta _reprodu~tiva en sectores
rurales de Nuevo León, Monterrey, Uruversidad Autonoma de Nuevo
León.

Management of work and mothering responsibilities
among blue-collar chicana and Mexican immigrant
women 1
María Olivia Villarreal-Solano2

Ribeiro, Manuel y Raúl E. López (Eds.)
(1994) Perspectivas y prospectivas de la familia e~ América del Norte,
Monterrey, Universidad Autónoma de Nuevo Leon.
Ribeiro, Manuel et al
(1991) El divorcio en Monterrey, Monterrey, Universidad Autónoma
de Nuevo León.
UNESCO
(1982) Cultures. Dialogues entre les peuples du monde, París, vol.
VII. nº 3 .
Vmet, Alain
(1982) La condition féminine en milieu ouvrier. Une enquete, Québec,
lnstitut Québécois de Recherche sur la Culture.
Wainerman, Catalina and Zulma Recchini
(1981) El trabajo femenino en el banquillo de los acusados. México,
Terra Nova y Population Council.

Resumen.
El presente estudio examina el manejo de las responsabilidades de
maternidad y trabajo entre un grupo de madres trabajadoras de origen
mexicano -chicanas e inmigrantes mexicanas- en el Valle del Río
Grande, Texas. A través de entrevistas a profundidad, se identificaron
dos procesos usados por las mujeres para manejar trabajo y maternidad. La edad y el orden en los eventos de las vidas de las mujeres
tuvieron la mayor influencia en estos procesos. La etnia, contrario a
las expectativas de los modelos explicativos, no contribuyó para
ninguna diferencia significativa en el manejo de maternidad y trabajo
para los dos grupos de mujeres.

Abstract.
This qualitative study exarnined how a select group of forty Chicana
and Mexican immigrant women employed as apparel production
workers in the Lower Rio Grande Valley ofTexas manage work and
mothering responsibilities. Data were gathered through in-depth
interviews. This study identified two processes used by women in
managing work and motherhood. Age and the timing of life events
were found to have the greatest intluence on these processes. Ethnicity,
contrary to existing explanatory models, was not found to account
for any signiñcant difference.

Introduction.
The increasing participation ofwomen in the labor force, and particularly of women of color, makes the exploration of the ways in which
women manage work and motherhood an important sociolo-gical
issue. This paper explores the relationship between work and
mothering responsibilities among a selected group of Chicana and

' Investigadora de la Universidad de Monterrey.

' This papee is based oo the uopubl.imed Masters thesis by the author (Vtllarreal-Solano
1996).

�53

52

Mexican immigrant women3 workers in the Lo~r Rio Grande Valley
apparel industry. Tbe airo of this study is to describe the process
women engage into in order to manage the confl.icting demands
between work and mothering responsibilities. For the purpose of tbis
study management is defined as the ability of women to combine
work and mothering responsibilities by successfully manipulating
their com.mitment to one role or the other as demanded by the situation
athand.
Traditionally, women are likely to be seen as unable to manage the
competing demands of family and work in ways that satisfy the
expectations for achievement attributed to each sphere (Crosby 1987).
According to role conflict literature, when someone occupies two
roles with contradictory expectations, conflict occurs (Hodson and
Sullivan 1995). For working women, role conflict derives from their
attempts to reconcile the "competing urgencies" ofwork andfamily.
Reconciling the "competing urgencies" means that women bave to
balance job and family responsibilities and identity investment
(Pesquera 1991: 11 O). This identity investment is shaped by women's
internalized traditional social and cultural expectations and by social
pressure exerted on women to conform to traditional domestic roles.
The traditional belief that Hispanic women generally hold traditional
sex-role attitudes (Ortiz and Cooney 1984) suggests that role conflict
should be strong among Chicana and Mexican immigrant women
and they would present difficulties in the management of work and
mothering responsibilities.
However, according to role theory, the commitment made to roles, as
well as the rigidity and clarity of role expectations, should influence
the conflict one experiences (Stryker and Statham 1985). In other
words, it is the level of commitment to roles rather than the time and
energy expenditures that occasions strain (Marks 1977). Research
on women's work commitment (Sobol 1974) shows that the maintenance and commitment to the work role for blue-collar women is
assuroed to derive only from economic motivations. In addition, the
few studies addressing the problem of work identity (Sobol 1963,
1974; Pesquera 1991) suggest that women in blue collar jobs, with
' Toe tam Clúcana in this study refers to native bom women of Mexican descent who
were raised in the United States. Also included in this cat.egay are Mexican-bom wom.en
raised since presd:tool years in the U.S. Toe tmn Mexican immigrant woman, en the
other hand, refers to women who were bom and raised in Mexico who migrated t o the
U.S. as adults. Also included in this cat.egory are U.S. bom wom01 of Mexican descent
raised in Mexico who migrated to the U.S. as young aduhs.

limited opportunities and rewards, are less likely to identify with
their work role than women in high-status employment situations
that offer autonomy, greater intrinsic rewards, higher educational
training, and more subjective evaluation. These findings thus suggests
that work identity and work commitment among blue-collar Chicana
and Mexican immigrant women is likely to be weak.
More interesting, assuming a weak work commitment for blue-collar
women, then we could expect tbat blue-collar women are more likely
to manage work and mothering responsibilities. In other words, bluecollar women are assumed to be able to combine work, mothering
responsibilities and identity investment by successfully manipulating
tbeir commitment to one role or the other as demanded by the situation
at hand. lftbis is so, both blue-collar Chicana and Mexican immigrant
women would be expected to reduce role conflict and manage work
and mothering responsibilities. However, different explanatory models suggest that t,he management ofwork and mothering responsibilities should be different for Chicanas and Mexican immigrant women.
On the one hand, linear acculturation models imply that Chicanas
and Mexican immigrant women lie on a sort of "cultural continuum"
with Mexican immigrants at one end holding more conservative
behaviors and attitudes grounded in traditional (often rural) Mexican
culture, and U.S.-born Chicanas holding an "amalgamation" of
cultural traditions from Mexico and the United States (Segura 1991:
124). These models caution, however, that depending on their level
of acculturation Chicanas may lie at different levels along tbis
continuum (Baca Zinn 1980; Melville 1988). According to these
models, the less acculturated women will have the most difficult time
balancing work and mothering responsibilities given their internalized traditional social and cultural expectations. Hence, management
of work and mothering responsibilities among Chicanas may vary,
but Mexican immigrant women are more likely to expe-rience a
difficult time balancing work and mothering responsibilities.
Segura (1991) propases a different approach in understanding differences in managing the conflicting demands of work and motherhood among Mexican irnmigrant and Chicana women, explaining
these differences as rooted in their "dissimilar social locations".
According to Segura (1991 : 121):
... Mexicanas [immigrant women], raised in a world
where economic and household work often merge, do

�SS

54

not dichotomize social life into public/private spheres4,
but appear to view employment as one workable
domain of family. As a consequence, the more recent
the time of emigration, the less ambivalence~ Mexican
women would express regarding employment. Chicanas on the other hand, raised in a society that celebrates
the 'expressive functions of the family and obscures its
productive economic functions, express higher
adherence to the ideology of stay-at-home wife/mother
and correspondingly more ambivalence to full-time
employment.
According to the dissimilar social locations approach, Mexican
immigrant women are more likely to manage work and mothering
responsibilities than Chicanas.
The aforementioned models explain the differences in the management ofworkand motherhood between Chicana and Mexican immigrant women as based qn women's traditional role expectations and
their socialization process. Two research questions were formulated
to explore these issues. One question explored the extent to which
long traditions of working in the formal and informal economic
sectors (i.e. socialization) ease managementofwork and motherhood
responsibilities. The second question probed the extent to which
internalized traditional social and cultural expectations account for
the perception ofwork and motherhood as conflicting roles difficult
to negotiate and reconcile.
The thrust of this research is to identify and describe the processes
through which blue-collar Chicana and Mexican immigrant women
manage work and mothering responsibilities and to examine the
explanatory models that may allow us to explore and distinguish,
were differences to exist, between these two groups of women.

Methodology and Characteristics of the Sample.
This paper is based on in-depth interviews with forty blue-collar
\Wmen. All interviews V\iere guided by a semi-structured questionnaire
intended to explore the formulated research questions. The questionnaire was prepared in both English and Spanish and the interviews
• Toe prívate sphere encompasses family Jife, thehousdlold, and domesticity. Toe p ublic
sphere, an the other hand, cancans human acticns that serve political, in.stitutiwal,
commercial, and other depecsanaliz.ed features ofsocid y (Rosaldo and Lamph ere 1974;
Thcmpsm 1990).
&gt; Ambivalence as used here refers to the guih women experience IMJ.en they leave their

childrm in the care of others while they work outside theh ome.

were conducted in one or the other language according to the preference of the interviewee. Ali Mexican women preferred the interview
in Spanish and ali -but one- Chicanas in English. However, both
languages were used in the interviews with most Chicanas. The
interviews were cond1Icted at the subject's homes in the area ofthe
Lower Rio Grande Valley of Texas, particularly in the cities of
Edinburg, McAllen, Mission, San Juan, Alamo, Eisa, Edcouch,
Mercedes and Weslaco, Texas.
The sample was generated through a non-probability sampling
technique that included purposive and "snowball" sampling. The
purposive sampling technique was the most useful for generating a
sample with the speci.fic characteristics sought. The characteristics
specified for inclusion in the sample were the following: only Chicana
and Mexican irnmigrant women who at the time of the interview
were married, full-time operatives in the apparel industry, aged
twenty-four and over, and mothers. Only married women who were
fuU-time employed and had children were included because these
characteristics were essential to explore the conflicting demands
between their work role and their role as mothers. Women between
the age intervals of 24-39 and 40-55 in each ethnic category were
sought in order to draw comparisons between different age groups
among both groups of women.
The first step in generating the sample was to contact employers
and/or managers of apparel factories which employ large numbers
of Chicana and Mexican immigrant women as operatives, in Edinburg
and McAllen, TX. The purpose and method of the study were
explained to the employers and/or managers, and they were asked
permission for posting a «recruitrnent announcement» in the
workplace. The «recruitment announcement» explained the purpose
and method of the study as well as the required characteristics of the
participants. I intended to get a response from women who were
willing to participate or just curious about the study. However, only
one of the employers accepted to announce the study and only one
woman responded to this announcement. In addition, I was not
allowed to approach the possible participants in the work place.
A "snowball" sampling method was used as a second step in generating the sample. The first participant was asked to recommend others
and this process was followed with each subsequent participant. This
was the best technique to generate the purposive sarnple needed

�57

56

because it is the participants who know whether their co-workers fít
or do not fít into the theoretically relevant categories. Nonetheless,
after the seventeenth interview, participants were no longer able to
recommend other participants'. One participan!, however, enlightened
my search for more subjects by recommending other small apparel
factories in the area, and suggested that employers would allow me
to approach women in their workplace.
Although my initial intention was to generate a homogenous sample
that included only women working in large apparel companies, the
other twenty-three participants were found in smaller companies. I
started my search in the same way, first by contacting employers
and/or managers ofthe small shops suggested. I found a very positive
response from employers and/or managers and I was allo~ to
approach the possible participants in the work place at lunch tune.
The "snowball" sampling technique used before was displaced by
approaching all the women at once in their workplace.
The sample consists of forty women, twenty-four are Mexican
immigrant and sixteen are Chicanas. Half of the Mexican immigrant
women in the sample are between the ages oftwenty-four and thirtynine I will refer here after to these women as younger Mexicans.
The 'other half of Mexican immigrant women in the sample are
between the ages of forty and fifty-five, and I will refer to them as
older Mexicans. Nine Chicanas in the sample are between the ages
of twenty four and thirty-nine and seven more between the ages of
forty and fifty-five, I will refer to these women as younger and older
Chicanas respectively.
Chicanas in the sample are either third, second or first generation.
Most Chicanas were bom and raised in the Lower Rio Grande Valley.
Only three younger Chicanas are Mexico-born women raised since
preschool years in the Lower Rio Grande Valley. At the time of the
interview, two ofthese women were U.S. citizens and the other was
a U.S. resident. More than half of Chicanas are either third generation
or their families have always lived in the region. Parents of these
Chicanas were either boro and raised in the Lower Río Grande Valley
or boro elsewhere in Texas and raised in the Lower Río Grande Valley.
Other Chicanas are second generation with Mexico-boro parents who
• h is int.eres.ing to note 1hal. most of the women .int.erviewed who work in large apparel
fa&lt;iories reported they only communicate with their co-workers during breaks and
exclusively work-i"elated. This mi.wJ.t partly explain why these women were im.able to
recommend more participants.

migrated to the U.S. as young adults. Only the three Mexico-bom
Chicanas who were raised in the U.S. are first generation. These
women' s parents were born in Mexico and migrated with their
children to the U.S.
The majority of Mexicans were bom and raised in Tamaulipas,
Mexico -a state bordering Texas. Others were boro and raised in
Nuevo Leon, San Luis Potosi and Yucatan, Mexico. Only one younger
Mexican was boro in Texas but raised in Tamaulipas, Mexico. The
majority of the Mexicans' parents were boro and raised in Mexico.
Only two women said their mothers were bom in the Lower Rio
Grande Valley but raised in Mexico. Most of the older Mexicans
migrated to the United States when they were twenty-one years old
or older. The majority of younger Mexicans rnigrated to the U.S.
when they were between the ages of fifteen and twenty.

Women's Socialization and Expectations to Combine Motherhood
and Employment.
The majority of Chicanas in the sample grew up in families where
the mother worked or was the head of the household, while most
Mexicans grew up in families where mothers did not work. In
addition, most Chicanas started to work before marriage, in contrast
to only half ofthe Mexicans. In other words, Chicanas were socialized
to manage work and mothering responsibilities, while Mexicans \Wre
socialized to reproduce the traditional divisíon of labor. This important structural di:fference shaped their expectations of combining work
and motherhood when married.
Most Mexicans did not expect to combine work and motherhood because they expected to reproduce their mother 's lives. This was particularly important for older Mexicans. Fanny7, an older Mexican,
remembers how things used to be in Mexico at the time she got
married:
We didn' t think ofthat. Before, in Mexico, the mother
didn't work, that meant a loss ofprestige for the father
or husband8.
More younger Mexicans, however, expected to combine work and
motherhood even when they did not have working mothers. It is
' This and all the áher names appearing in this paper are fid.it.ious.

' This and the other ~ t s ofthe Mexicanspresa:rt.ed in this paper were expressed in
Spanim by the interviewees and later translated by the author to the F.ngfu,b language.
For the aúcana counteJpart, all !tatemmts are h ere presented as they were originally
eiq&gt;ressed. M ~ ofthem in theE.nglish language and a few with a mixture ofboth Eng!im.
and Spanim.

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58

interesting to note that these younger women were employed before
marriage, and their early introduction to the labor force was an
important factor in shaping their expectations. Consuelo, a younger
Mexican, tells how important working was to her:
I never thought to stop working. I didn·t get used to
being at home, I was used to eam my own money and
whatever money I got was to buy my clothes.
Most Chicanas, socialized to manage work and mothering responsibilities and with a long working tradition of their own, expected to
combine work and motherhood when married. Sylvia, a younger
Chicana, tells how her early introduction to the labor force has
influenced her life:
I guess since my moro put me to work very young I've
always known I was going to work. I've never bee~ the
housewife type. I've always had other Jobs, working,
juggling in life.
Although most Chicanas had working mothers, sorne older Chicanas
did not expect to combine work and motherhood as did their Mexican
counterpart. Ericka, an older Chicana, said:
I thought that I wasn't going to work and that I was
going to stay at home with the children.
On the other hand, sorne younger Chicanas who did not have working
mothers, but who started to work before marriage, expected to
combine work and motherhood as did their Mexican counterpart.
Claudia, a younger Chicana, said:

Óf course I expected to work I thought: "How am I
going to afford a house if I don't help?!"
Following their expectations to combine motherhood and employment, sorne women in the sample were not always employed mothers.
Therefore, in this paper I deal with employed and non-employed
mothers9, describing motherhood/ related attitudes and behaviors in
the present and the past of the women interviewed. For my analysis,
I rely on Segura's ( 1991) typology of mothers, which includes voluntary non-employed mothers, involuntary non-employed mothers,
ambivalent employed mothers and non-ambivalent employed
· mothers.
• In Ibis study, the tam nen anployed molhec relees to wcmen 'Mlo waend. employed
-.wen their children we.-e of pre-school age.

According to Segura, voluntary non-employed mothers remain out
of the labor force by choice in order to stay at home to care for
preschool and/or elementary school-age cbildren, and they assert
that motherhood requires staying home with the children; involuntary
non-employed mothers care full time for their children, want to be
employed but they either cannot secure the job they want and/or they
feel pressured to be at home mothering full-time; ambivalent employed mothers believe that employment interferes with motherhood
and feel «guilty» when they work, outside the home; and nonambivalent employed mothers view employment and motherhood as
compatible social dynamics irrespective ofthe age oftheir children,
although sorne believe employment could be problematic if a family
member could not take care oftheir children (Segura 1991: 127-128).

Non-Employed Mothers: Voluntary and lnvoluntary.
Women in the sample have not always been employed mothers. Half
of the women in the sam.ple either remained out of the labor force by
choice in order to stay at home to care for pre-school age or older
children (i.e. voluntary non-employed mothers) or remained out of
the labor force when their children were pre-school age or older
because they either could not secure the job they wanted and/or they
felt pressured to be at home mothering full-time (i.e. involuntary
non-employed mothers). Figure 1 shows the percentage of nonemployed mothers by ethnic group and their voluntary or involuntary
non-employed status.
Figure 1
Ds1mitioo of Noo-Ernpbyed Mahers by Ethnicáy ~ - - ~

80

o Involuntary

60 + - - - - - - - - - - - - f " - - ,
20+--O +----

Chicana

Mexican

Figure l shows that over sixty percent of the Mexicans (n= 15) in the
sample were either voluntary or involuntary non-employed mothers
at one time. However, only over ten percent (n=3) of these women

�61

60

fall into the category ofinvoluntary non-employed mothers, and fifty
percent (n=l2) fall into the category of voluntary non-em~loyed
mothers. 0n the other hand, only over thirty percent of the CJµcanas
(n=5) in the sample fall into the category ofvoluntary non-employed
mothers and none of them fall into the category of involuntary nonemployed mother.
When it comes to being a voluntary oran involuntary non-employed
mother, women's age seems to be important for Mexican women, as
was the case for theír expectations to combine work and motherhood
when married, previously discussed. Chicanas show a different
pattern. None of them fall into the category of involuntary nonemployed mothers, and when it comes to being a voluntary nonemployed mother, older and younger women are evenly distributed.
Figure 2 shows the percentage of non-employed mothers in the sample
by ethnic and age group, as well as their voluntary or involuntary
non-employed status.

Figure 2
Distmutioo ofNon-.Emphyed Mothers by E.thm:ity andAge Grwp
80
60
% 40

20

o
Younger

Older

Younger

Older

Chicana

Chicana

Mexcan

Mcxcan

As shown in figure 2, over seventy percent of the older Mexicans
(n=9) in the sample are voluntary non-employed mothers. 0n the
other hand, only over twenty percent of the younger Mexicans (n=3)
in the sample are voluntary non-employed mothers, and over twenty
percent more ofthese (n=3) are involuntary non-ernployed mothers.
Chicanas show a clifferent pattern. Figure 2 shows that older and
younger Chicanas are evenly distributed in the category ofvoluntary
non-employed mothers. Thirty percent of older Chicanas (n=2) in
the sample are voluntary non-employed mothers, and only over thirty
percent ofyounger Chicanas (n=3) fall into the same category. None

of the Chicanas in the sample, however, fall into the category of
involuntary non-employed mothers.

Voluntary Non-Employed Mothers' Attitudes.
The category of voluntary non-employed mothers, as mentioned
before, includes women who remained out ofthe labor force by choice
in order to stay at home to care for pre-school age or older children.
We can identify three categories ofvoluntary non-employed mothers
in the sample: ( 1) Women who started working before marriage who
stopped working when they got married and reincorporated to the
labor force when their youngest child was between the ages of two
and fíve; (2) Women who started working after marriage and whose
children were either old enough to care for themselves or the youngest
was between the ages of two and five; (3) Women who started or
continued working after marriage and who stopped working to have
or care for their infants.
Mexican voluntary non-employed mothers fall into one or another
of the above mentioned categories depending on their age group.
For example, older Mexicans tend to fall into the second category
and younger Mexicans in the sample tend to fall into the fírst and
second categories. Chicanas show a clifferent pattern. They tend to
fall into the fírst and third categories. Included in this third category,
for example, are a few Chicanas who started working after marriage,
stopped working to have children and reincorporated when their
youngest child was between the- ages of two and five. A few stopped
working to have and care for their infants.
It is interesting to note that despite their decision to stay at home to
care for pre-school children, not ali of the voluntary non-employed
mothers in the sample assert that motherhood requires staying home
with the children. The majority ofvoluntary non-employed Mexican
mothers believe that women should stay at home for pre-school age
children. However, sorne of them acknowledged that depending on
the economic situation of the couple and on the people who could
take care of the children, women could work even if the children
were months old. Alejandra, a voluntary non-employed older
Mexican, combines both reasons to assert that women with pre-school
age children can work

Ifit' s necessary that they [women] work, they can m&gt;rk
even if the children are months old, but they have to
be sure that their children are in good hands.

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62

The niajority of voluntary non-employed Chicanas, in contrast to
only sorne of their Mexican counterpart, acknowledged tha1 the economic situation of the couple is an important factor for women to work
irrespective ofthe age of the children. Flor, a voluntary no_n-employed
older Chicana, does not know if it is good to leave the children when
they are infants, but she notes that the economic factor is a good
reason to do so in the next statement:
A lot ofmothers have to keep up with payments. I don't
know if it's good, but they have to.
In addition, more than half of voluntary non-employed Mexicans
believe that working mothers are as good mothers as those who stay
at home. Margarita, an older Mexican, said:
Yes, there might be one or two who aren't [good
mothers], but I think that there are better mothers who
work than those who don't work, because they put all
their efforts in working for their children, to educate
them and get them clothes.
On the other hand, all voluntary non-employed Chicanas believe
that working mothers are as good mothers as those who stay at home.
Victoria, a voluntary non-employed younger Chicana, half jokingly
explains the difference between staying at home and working to
provide for the family in the following statement:
Staying home is a full time responsibility. You stay
home and you do housework, kids get home, feed them,
do homework husband comes home and feed him,
work, clean, go to bed, fulfill your obligation as a
woman. .. Y nosotros, we live the feed, feed, feed, work,
work, work, and then we come home and fulfill ... I
think working mothers are a hundred percent good,
they work because of them, because they need to
provide. And I believe that my children when they ~ow
they will say, my mom worked and not she was JUSt
there, dependent.
Despite their positive feelings about motherhood and employm.ent,
voluntary non-employed mothers decided to stay out of the labor
force to take care oftheir children. A fewyounger Mexicans, however,
have been involuntary non-employed at times when their children
were pre-school age.

lnvoluntary Non-Employed Motbers' Attitudes.
Figure 2 shows that almost thirty percent of non-employed younger
Mexicans are involuntary non-employed mothers. These involuntary
non-employed mothers remained out of the labor force when their
children were pre-school age or older either for not having the legal
papers to work in the U.S. or dueto lay-offs. These involuntary nonemployed mothers view motherhood and employment as compatible
social dynamics. They believe that employed mothers are as good as
those who stay at home. In Virginia•s words: "I think it's the same,
we are ali mothers and I think it's the same".
Involuntary non-employed mothers in the sample, however, value
the time they spent with their children when they were little. These
women reported that the age of the children is ~n important factor
for women to consider full-time employment although their own
reasons to quit work were not family related. Virginia did not work
when her children were pre-school age because she did not have the
legal papers to work in the U. S. Given her circumstance, she spent a
lot oftime at home with her children and how she values this time is
refl.ected in the next statement:
As I see it now, I think that when they are babies one
sbould be with them, when they are 4 or 5 years old
then you can start looking for a job, because they are
little, they get sick easily.

Employed Mothers: Ambivalent and Non-Ambivalent.
The majority of Chicanas in the sample and sorne of the Mexicans,
however, have been working mothers. Most Chicanas, irrespective
oftheir age, have been employed mothers. Those who started working
before marriage and stopped working when married reincorporated
to the labor force when their fust child was little, but had their other
children while working. And others have been continuously
employed. 0n the other hand, sorne of the Mexicans have also been
employed mothers. But, are these ambivalent or non-ambivalent
employed mothers?
Rephrasing the question: Do these women believe that employment
interferes with motherhood and feel «guilty» when they work outside
the home (i.e. ambivalent) or do these women view employment and
motherhood as compatible social dynamics irrespective of the age of
their children, although sorne believe employment could be
problematic ifa family member could not take care of their children

�65

64

(i.e. non-ambivalent)? Figure 3 shows the percentage of employed
mothers in the sample by ethnic group and the "ambivalence'09 or
non-ambivalence reported by both groups of women.

Figure4
Dist.ribum of F.mployed M&lt;&gt;tbers by Etlmicfy and Age Group
80

Figure 3
Distmution tt Employed Mothers by Elhnicfy
80
■ Non-Ambivalen

60

■ Non-Ambiv

60

■ "Ambivalent"

o/o 40

o/o 40
20

o
Youoger

Older

Younga-

Chi:ana

Chi:ana

Mexican

Older
Mexican

20

"Ambivalent" Employed Mothers' Attitudes.

o
Chicana

Meiúcan

Figure 3 shows that the majority of employed mothers in the sample
are ''ambivalent" employed mothers. Over forty percent of Chicanas
(n=7) and over twenty percent of Mexicans (n=5) in the sample
expressed guilt feelings about leaving their children in the care of
others while they worked. On the other hand, over twenty percent of
Chicanas (n=4) and less than twenty percent of Mexicans (n=4) in
the sample did not express guilt feelings, and these women are
considered non-ambivalent employed mothers. It is interesting to
note that the "ambivalence" or non-ambivalence of both groups of
women was related to age group. Figure 4 shows the percentage of
employed mothers by ethnicity, age group, and their "ambivalent"
or non-arnbivalent status.

As shown in figure 4, more older than younger women reported guilt
feelings. Almost sixty percent of older Chicanas (n=4) and over twenty
percent of older Mexicans (n=3) -all of the older Mexican employed
mothers- are considered "ambivalent" employed mothers. On the
other hand, more younger women did not express guilt feelings. Over
thirty percent of both younger Chicanas (n=3) and Mexicans (n=4)
are considered non-ambivalent employed mothers.
t ¡ quotedthe word ambivalence becaused~itethe guih feel:ingsreported bythemajority
of the employed mothers in the sample, these womm. are nct totally ambivalenl I will
fmther explain the "ambivalmce' oftheseanployed mothas lat.er in this sectim.

As mentioned before, more than half of the Mexican employed
mothers expressed guilt feelings, as well as the majority of Chicana
employed mothers. These women either feel guilty about leaving
their children in the care of others, felt guilty at the beginning but
they got used to it, or do not feel guilty but they worry about their
children or feel sad to leave them behind. Priscila, a younger Chicana,
expressed her guilt feelings in the next statement:
Yes, I feel guilty because I think they are not getting
the care I would give them.
Camiia, a younger Mexican employed mother, asserts she does not
feel guilty, but expressed her discomfort and worry about not being
there with her children:
I don't feel guilty, but I feel uncomfortable because they
are very anxious and I fear that something will happen
to them while I' m not there. But I know they are
comfortable and that calms me down.

In addition, sorne of the Mexican employed mothers who expressed
guilt feelings believe they do not spend enough time with their
children, and they regret the limited time they can spend with them.
Brenda, a younger Mexican, tells about the limited time she can
spend with her children:
When you get home from workyou have very little time
and you have to check that they take a shower, that they
eat supper, you get their things ready for the next

�66

67

day... that is, you don't dedícate a time for them
personally, you only prepare everything for them, but
not to their persons, what did they ~o, if they had a
good time at school. The afternoon 1s gone and you
didn' t ask them. When I found myself with this little
time I regret about working, but I forget it the next day.

As their Mexican counterpart, sorne ofthe Chicana employed mothers
who expressed guilt feelings believe they do not spend or did ~ot
spend enough time with their children, and they al~o regret. _Sella,
an older Chicana, regrets the limited time she spent with her children
and expresses her guilt feelings in the next statement:
Now I regret. .. now that I' m having problems with my
youngest one. I blame myself, and people around tell
me that if I had not worked ...
However the majority ofthe employed mothers who expressed guilt
feelings believe that work and motherhood are compatible social
dynamics. The majority of these women, for example, reported that
working mothers are as good mothers as those who stay at home.
Only one of these women believes that those mothers who stay at
home are better mothers. However, in the particular case of Luz, an
older Mexican employed mother, her guilt feelings as well as her
perception that mothers who stay at home are better mothers is only
a recent event. She developed these feelings once her children grew
older. Luz explains how her perception of being a good mother
changed over time in the following statement:
I believe that those [mothers] who stay at home are
better because they can give all the attention to their
éhildren, because now I realize that my children lacked
attention... at that time I didn't feel that bad about
working, because I knew they were well-taken care of,
I worked for them and if I stayed home they would
suffer because they lacked things.

0n the other hand, ali Chicanas who reported guilt feelings believe
that working mothers are as good mothers as those who stay at home.
These women believe that women who can do both things are great,
and that it is the same because both have the same obligation to the
family. In Ericka's words:
It's the same because even when you are working you
have the same obligatíon to the family, and you get
home to do what all mothers do at home, attend the
children, fix lunch...

Moreover, the majority of employed mothers who reported guilt
feelings believe that a mother can work irrespective of the age of the
children. Most Mexicans believe that when the mother needs to work,
the age of the children is not an important factor for women to stay
at home. Only one of them asserted that leaving a pre-school child
in the care ofothers could be problematic. Sandra, a younger Mexican,
~ks about the difficulties of leaving a baby in the care of others in
the following statement:
... when they are babies it's very diffi.cult, befare they
are ayear old it' s more difficult for the mother because
you don't know how are they going tQ.treat your baby,
when they're older that's different.

As their Mexican counterpart, the majority of Chicana employed
mothers who expressed guiltfeelings believe that a mother can work
irrespective of the age of the children. Por the majority of these
women, if the mother needed to work to help the farnily it was fine
for them to work Only Hortencia, a younger Chicana who expressed
guilt feelings, was undecided but finally asserted that leaving a preschool child in the care of others is not right in the following
statement:
I don't know... I think it depends on how many hours
you.work... I don't know... I don't think it's right, you
don't see them grow.
The majority of the employed mothers in the sample who expressed
guilt feelings leave their kids in the care of a farnily member grandmother, aunt or husband. Most of them believe that ernployment
could be problematic if a family member could not take care of the
child.ren. For these women, not having a family member taking care
of their child.ren could be problematic because they don't trust strangers, their husbands would not have consented that they worked if
someone else would have to take care of the cbildren, it was diffi~ult
to fínd a sitter or they could not afford paying someone to take care
of the children.
Despite the guilt feeling ex:pressed by almost half of the Mexican
employed mothers and by the majority of the Chicana employed
mothers, these women can not be considered totally ambivalent
employed mothers, but neither totally non-ambivalent employed
mothers. These "arnbivalenC' employed mothers showoo ambivalence
in their guilt feelings, but showed non-ambivalence when they

�68

asserted that working mothers are as good mothers are those who
stay at home and that women can be employed irrespective of the
age of their children. The majority ofthese women, however, believe
that employment could be problematic if a family member coúld not
take care of their children.

Non-Ambivalent Employed Mothers' Attitudes.
As shown in Figure 3, less than ha1f ofMexican and Chicana employed mothers are considered non-ambivalent employed mothers. These
women did not express guilt feelings and the majority believe they
spend enough time with their children. The majority of these women
assert that working mo1ters are as good mothers as those who stay at
home. However, a few Mexicans reported contradictory feelings and
asserted that it is difficult to be a good mother when the mother is
employed.
For Laura, a younger Mexican, employed mothers have to demand
their children to think as adults and understand that their mother
has to work. Laura explains how she feels about being an employed
mother and how she manages the situation:
Sometimes I feel bad, but I explain them the best way I
can, that they need things that their dad on his own can't
give th~m, and that I work so that they can have them.
In addition, the majority ofnon-ambivalent employed mothers believe
that women can be employed irrespective of the age of the children.
All Chicanas who did not express guilt feelings believe women can
work irrespective of the age of the children. A few of their Mexican
counterparts, however, believe that when children are little they need
the care of the mother. In Consuelo's words: •'When they are little
and they can' t talk it is better for the mother to take care of them".

not take care of the children because they do not trust strangers or do
not like day-care. Sorne ofthese women said that they would worry a
lot, for others the problem would be so that they would have to stop
working. Laura explains how difficult it would be for her in the
following statement:
First of_all you don'tknow who is going to take care of
your children, and yo_u can.'t trust those you bring home
and how they are gomg to take care ofyour children.
Ofthe Mexican employed mothers who did not express guilt feelings,
only a few either indicated contradictory feelings about being
employed mothers or mentioned children 's age as an important factor
for women in attaining full-time employment. The majority of these
women, however, can be considered non-ambivalent employed
mothers whoview employment and motherhood as compatible social
dynamics irrespective of the age of their children, although the
majority believe employment could be problematic if a family member
could not take care oftheir children. On the other hand, all Chicana
employed mothers who did not express guilt feelings can be
co~si~ered non-ambivalent employed mothers with only sorne
believmg that employment could be problematic ifa family member
could not take care of the children.

Main Findings.

Non-ambivalent employed mothers in the sample leave their kids in
the care of a family member -grandmother, aunt or husband. Only a
few Chicanas leave their children in day-care or with a baby sitter.
For Chicana non-ambivalent employed mothers, not having a family
member taking care of their children is not a problem, and even one
of them who leaves her children with a grandparent said it would
not be problematic. In Catalina's words: "There's always day-care".

An_im_portant household structural difference was found among
~hicana and Mexican immigrant women. The majority of Chicanas
m the sample carne from families where the mother worked or was
the head of thehousehold, while most Mexicans carne from families
where mothers did not work. Moreover, most Chicanas started to
work befare marriage, in contrast to only half of the Mexicans. In
other w~r~, ~hican~ were socialized to manage work and mothering
respons1b1littes, while Mexicans were socialized to reproduce the
u:aditional division of labor (i.e. stay-at-home wife/mother). This
düference appears to be related to acculturation models and to contradict the dissimilar social locations approach. However, the crucial
differences in management of work and mothering responsibilities
for the women in the study were not based on ethnicity, but rather on
age and the timing of life events.

However, for the majority of non-ambivalent employed Mexican
mothers, employment could be problematic ifa famíly member could

For e~ample, although Mexican women in general did not expect to
combme work and motherhood in their adult lives, because they

�71

70

expected to reproduce their mother's lives, this expectation was
particularly important for older women. On the other hand, younger
Mexicans expected to combine work and motherhood even when
they themselves did not have working mothers. Moreover, these
younger women were employed before marriage (by the timing of
work before marriage), and this early introduction to the labor force
was an important factor in shaping their expectations.
Age and timing oflife events was crucial in shaping attitudes towards
work for Chicanas as well. Most Chicanas, socialized to manage
work and mothering responsibilities and with a long working tradition
of their own, expected to combine work and motherhood when
married. However, older Chicanas who had working mothers did
not expect to combine work and motherhood as did their Mexican
counterpart. Similarly, sorne younger Chicanas who did not have
working mothers, but who began to work before marriage, expected
to combine work and motherhood as did their Mexican counterpart.
The same influence of age and the timing of life event was found as
I explored the extent to which long traditions ofworking in the formal
and informal economic sectors (i.e. socialization) ease management
of work and mothering responsibilities for the women in the sample.
Although the majority of Chicanas had working mothers while most
Mexicans had mothers who never worked, the guilt of the employed
mothers in the sample was not based on espousing something different
from their own mothers.
The majority of the women in the sample who were non-employed
when their children were of pre-school age were Mexicans who had
mothers· who never worked (see Figure 1). However, age and the
timing of life events accounted for crucial differences arnong these
non-employed mothers. For example, it is not surprising to find that
the majority among the voluntary non-employed mothers were older
Mexicans who did not expect to combine work and motherhood and
who began to work only after marriage and childbearing (see Figure
2). On the other hand, sorne younger Mexicans were involuntary
non-employed at times when their children were of pre-school age,
either for not having the legal papers to work in. the U.S. or dueto
lay-offs (see Figure 2). These women began to work before marriage
and, despite not having working mothers, their earlier work experience shaped their expectations of combining work and motherhood
in their adult Jives.

It is not surprising to find that the majority of Chicanas in the sarnple
were employed when their children were of school-age (see Figure
3). This reflects not only their expectations of combining work and
motherhood when married, but also their socialization process.
However, almost forty percent of the Mexicans in the sarnple were
also employed when their children were of school-age (see Figure
3). This could be surprising if we consider that the majority of these
women did not have working mothers, thus, were not socialized to
combine work and motherhood responsibilities.
Even though a large number of employed mothers in the sarnple
expressed guilt feelings, these were not based on espousing something
different from thei r own mothers. The majority of these "ambivalent"
employed mothers were older and younger Chicanas whose mothers
worked (see Figur.e 4). In addition, only a few younger Mexicans
whose mothers did not work expressed guilt feelings. However, ali
older Mexican employed mothers expressed guilt feeli~ and these
did not have working mothers (see Figure 4). Older Mexican
employed mothers is the only group of women in the sample whose
guilt feelings could be based on espousing something different from
their own mothers.
Sorne employed mothers in the sample, however, did not express
guilt feelings. It is interesting to note that the majority ofthese were
younger Mexicans and Chicanas (see Figure 4). Once again, having
or not having working mothers does not seem to have a strong
influence on guilt This group ofyounger women can be considered
non-ambivalent employed mothers who view employment and
motherhood as compatible, irrespective of the age of the children.
The majority of these women, however, believe that employment
could be problematic if a farn.ily member does not take care of the
children.
Moreover, internalized traditional social and cultural expectations
do not account for the perception of work and motherhood as
conflicting roles difficult to negotiate and reconcile only among nonambivalent employed mothers or involuntary non-employed mothers,
but also among "ambivalent" employed mothers. By and laige, women
who expressed ambivalence about guilt indicated n.on-ambivalence
when they asserted that working mothers are as good mothers as
those who stay at home and that women can be employed irrespective
of the age of their children. [n other words, women who expressed

�73

72

guilt feelings do not perceive that work and motherhood are
conflicting roles difficult to negotiate and reconcile; they just
experience these feelings. However, the labor force behavior of the
voluntary non-employed mothers (almost half of the women in the
sample) reflects their perception of work and motherhood as
conflicting roles with demands clifficult to negotiate and reconcile.
Nonetheless, for these mothers (older Mexicans), role conflict was
reduced by avoiding work involvement when their children were
pre-school age or older.

Concluding Remarks.
To conclude, I want to malee reference to three important concepts
observed throughout the laborious task of organizing the empirical
data analyzed in this study. First, the concept ofrole conjlict or the
perception that demands associated with different roles, such as work
and motherhood, are difficult to negotiate and reconcile. Second, the
concept of negotiation which implies the presence of role conflict
and involves a win-lose situation in balancing work and motherhood.
And finally, the concept of reconcilia/ion which implies a reduced
presence or absence of role conflict and thus involves a win-win
situation in balancing work and mothering responsibilities.
The empirical data analyzed in this study identifies specific areas of
conflict, negotiation, and reconciliation for the studied women. In
general, the most important source of conflict stems from the
perception that family well-being and farnily economic gain are
difficult to negotiate and reconcile. Farnily well-being refers to
dimensions of family interactions separated from financial support,
such as affection and caring. For example, most of the women in the
sample feel guilt when they leave their children in the care of others
while they work, particularly non-family members, because they are
not caring for their children themselves. On the othe:r. hand, family
economic gain refers to the economic need of blue-collar women to
work. For example, most of the women in the sample perceive that
when there is severe economic need the mother has to leave their
children in the care of others, despite the guilt feelings they might
experience. The conflict women experience between the need for
caring and affection on the one hand, and economic survival on the
other, shapes their attitudes towards work. Hence, women look at
work as temporarily conditioned by childbearing and/or family
economic need

In order to balance family well-being and family economic gain
women engage in a win-lose situation. Women negotiate their famil;
~d work roles when it comes to childbearing and/or caring for their
infa~ts. They stop working for childbearing or childcaring when a
famil! member cannot take care of the children, thus reducing the
angmsh related _to family well-being. But, by quitting their jobs, they
lose the econonuc and personal benefits they gain from their economic
contribution to the household, which is the most important reason
fo~ their work. Women also engage in negotiations when they
remcorporate to the labor force once their children are ofschool age.
Th~e wo~en c~ntrib~te to the household, but experience guilt in
leavmg theu children m the care of others while they work.
Finally, women reconcile the competing demands of work and
motherhood when they perceive that work is an extension of their
familial obligations and that farnily well-being is not in conflict with
family economic gain, but these are rather complementary to the
role of mother. Reconciling work and family roles involves a winwin situation where women do not experience guilt feelings and being
a good mother means that women can provide for their children.
~ornen reconcile their familia! and work roles under the following
ctrcumstances: when their work involves fumily economic gain; when
they have or had working mothers and work outside the household
is accepted and expected; and when their mother or another farnily
member acts as the children's care provider.
The conceptual distinction between negotiation and reconciliation
as present~ he~e, allowed the identification of two ideal-typical
processes m which women engage in order to manage work and
mothering responsibilities: negotiation and reconciliation. The ideal~ical pr~ses proposed here should prove useful and helpful in
domg empmcal research and in the understanding of the nature of
the management of work and mothering responsibilities, not only
among blue-collar Chicana and Mexican immigrant women, but
across women of various ethnic backgrounds and occupations. ·

References
Baca Zinn, Maxinne
(197 5) "Chicanas: Power and Control in th.e Domestic Sphere". De
Colores, 2: 19-31.
(1980) "Employment ~d Edocation of Mexican-American Women:
The Jnt~rplay of ModeDUty and Ethnicity in Eight Families". Harvard
Educahonal Review, 59:47-62.

�75

74
Crosby, Faye J. (ed.)
(1987) Spouse, Paren/, Worker. New Haven and London : Yale
University Press.
Hodson, Randy and Teresa A Sullivan
(1995) The Social Organization of Work. Belmont, CA: Wadsworth
Publishing Company.
Marks, S. R.
(1977) "Multiple Roles and Role Strain: Some Notes on Human
Energy, Ti.me and Com.mitment''. American Sociological Review 42:
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Melville, Margarita B . (ed.)
(1988) Mexicanas al Work in the United Sta/es. Houston: University
of Houston.
Ortiz, Vtlma and Rosemary Santana Cooney
(1984) " Sex-Role Attitudes and Labor Force Participation among
Young Hispanic Females and Non-Hispanic White Females". Social
Science Quarlerly 65:392-400.
Pesquera, Beatriz M.
(1985) "Work and Farnily: A Comparative Analysis of Professional,
Clerical and Blue-Collar Chicana Workers". Ph.D. dissertation,
University of California? Berkeley, CA
(1991) "Work Gave Me a lot of Confianza' : Chicanas' Work
Commitment and Work ldentity''. Aztlan, 20:97-118.
(1993) "In the Beginning He Wouldn't Lift E ven a Spoon' : Toe Division
of Household Labor''. pp. 181-195 in: Building With Our Hands, edited
by Adela de la Torre and Beatriz M. Pesquera. Berkeley: Universi.ty
of California Press.
Rosaldo, Michelle Zimbalist and Louise Lamphere
(1974) Women, Culture and Society. Stanford, CA: Stanford Universi.ty
Préss.
Segun, Denise A
(1984) "Labor Market Stratification: The Chicana Ex:perience".

Berkeley Journal of Sociology 29:57-91.
(1986) "Chicanas and Mexican Immigrant Women in the Labor
Market: A Study of Occupational Mobility and Stratification". Ph.D .
dissertation, Universi.ty of California, Berkeley, CA
(1991) "Ambivalence or Continuity?: Motherhood and Employment
among Chicanas and Mexican Immigrant Women Workers" Aztlan
20:119-150.
Sobo!, Marion Gross
(1963) " Commitment to Work". Pp. 40~3 in The Emp/oyed Mother
in America , edi.ted by F. Ivan Nye and Lois Wladis Hoffinan. Chicago:
Rand McNally &amp; Company.

(1974) "Commitment to Work". Pp. 63-80 in Working Mothers, edited
by Lois Wladis Hoffman and F. Ivan Nye. San Francisco &amp; London:
Jossey-Bass, Inc.
Stryker, Sheldon and Anne Statham
(1985) " Symbolic Interaction and Role Theory''. Pp. 311-379 in The
Handbook of Social Psychology. Vol. I, edited by Gardner Lindzey
and Elliot Aronson. New York: Random House.
Thompson , P. J.
(1990) "Toward a Proactive Theory ofHome Economics: Toe Hestian/
Herm_e an Paradibrm". Paper presented at the annual meeting of the
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Vtllarreal-Solano, Maria Olivia
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PanAmerican, Edinburg,TX.

�77

Hispanic children on tbe Texas-Mexican border1
Laura Leio and Yolanda Padilla2
Abstract
This article summarizes the itúonnation and anaJysis developed for
a recently published report on Hispanic children in Texas. The report
combin~ statewide data from multiple agencies with the assessments
of local service províders. This cornbination of data illuminates both
the prob]ems facing children and their farnilies in the border regions
and the barriers to service providers there. It also highlights sorne of
the efforts underway to respond to border-area problems.

Resumen
El presente articulo representa un resumen de la infonnación y análisis desarroJlado en la reciente publicación Hispanic Children in Texas
(Niños Hispanos en Texas). El reporte combina datos al nivel estatal
recaudados en múltiples agencias sociaJes y a la vez una evaluación
por parte de proveedores de servicios. Esta combinación de fuentes
de datos ilumina no solo los problemas que enfrentan los niños y sus
familias en la región de la frontera de los Estados Unidos y México,
sino también las barreras que limitan la efectividad de los proveedores
de servicios humanos. También señala algunas estrategias que se
están llevando a cabo para responder a los problemas· de esta área
fronteriza.

lntroduction.
This article summarizes and explores the significance of a special
report on the status ofHispanic children in Texas, which was recently
released by the Center for Public Policy Priorities in Austin in partnership with the School of Social Work at The University of Texas in
Austin. The report highlighted the state of children in the TexasMexico border region. The report is remarkable for two reasons. For
1

A m.ma- versioo ofthis articlehas ~eared in the Uuvasity Publicatian Discovay, an
irutitutimal publicá.im of ruumt rcseardi at The Uuve.rsity d Texas at Au&amp;in. Tu.e
Kids Cowt A"oject "-mm spa!S(I'edthe dlú cdleáim rq,&lt;dcd inthis articlehas pub.liSlcd
ama-e detailed rt'port, ~aúc Childrm in Texas, availablefromThe CGJ1cr f&lt;r Public
Policy Priorities, 900 Lydia Stred., Austin, Texas 78702. The authocs wcn maobas d
the team that oolleáed the data. They are partirularly indebted to Pamela Honnuth w.io
reviewed the &lt;riginal manuscripl
'Professors, Toe University ofTexas at Austin.

�79

78

the first time, a range of data on Hispanic children, focusing on their
experiences in the border counties, has been drawn from a multitude
of sources. Second, a large team of people participated in making
the report possible. Community residents, activists and service providers cam.e together in a number of communities to discuss the
implications of the records and statistics provided by six different
state agencies. Their contributions have led to the interpretation of
this data. Through their participation and their visions we have been
able to explore the implications of children's experiences and their
needs for the future. This report's significance is related to the multiple
uses for which it was designed. For policy-makers, it offers information on cornmunity needs. For cornmunities, it offers a clear presentation ofHispanic children's status. For researchers, it combines both
original field work and an extensive literature review, as well as the
results of quantitative and qualitative work. Two products emerged
from this project. From the numerical data emerged a baseline of
information from which to measure our progress in working with .
Hispanic children in Texas. F rom the interpretations offered by people
throughout the state we gained a number of recommendations for
addressing the problems identified in this report.
For those of us at the School of Social Work and the Center for
Public Policy Priorities, one of the many rewards of working on this
project was the opportunity to meet with people all over the state,
and particularly with groups of residents, service providers, and teens
in communities ali along the border. ln El Paso, Brownsville, Eagle
Pass, and rural communities and colonias in-between, we met with
people in individual interviews and in focus groups. The people we
worked with had clear-sighted ideas about the problems they faced.
They also had insightful ideas about the future organi.zation ofservices
in the border area.
Thus, these new data highlight a number ofimportant problems faced
by Hispanic children in Texas. They also identify sorne of the
innovative community-based prograrns working to assist Hispanic
children and their families. Because a particularly high proportion
of Hispanic farnilies and children reside in the border counties
between Texas and Mexico (Figure l), this paper represents a special
concentration on children in the border counties, the problems they
face, and the policy reco.mmendations that emerged from conver. sations with residents and service providers on the border.

Figure 1
Percent Hispanic Population
·-·

Brew.ter

"

Di:moo
t&gt;

BPaso
Hdal.go

~

Jetf fl¡145

11

"

~ ~

u

.:

Kinney
~ Mawr:iclc
al
Presicio
9arr

IJ
IJ

"

Terrell
Val Verde
\\ébb
Zapata

o

lJ

"
,1

ro

~

~

~

~

ro

~

w

~

~

Appro~imately 80 percent of the border counties' residents are
~sparu~. Also, the_ popula~on of the border counties is very young,
with a high proportton of children. While Hispanic children in Texas
f~ many problems putting th~m at risk of continuing poverty, they,
theu parents, and ~e commuruty organizations serving them present
both a ~eful ~elineatton of these issues and ideas for ways of
countenng the 1mpact of current problems on children's lives. We
learned a great deal ~ut the status of Hispanic children in Texas.
We also ~~ed the ~nds of ideas, new policies, and programs that
commuruttes are trymg to put in place to meet these problems.

Hispanic Cbildren in Poverty.
~le in 1992, one in four children in Texas were poor, Hispanic
children were almo~t twi~e as likely to be poor as other children:
over 40 percent of Hispan.te children in Texas were poor while only
18 perce~t ofwhite children faced poverty (U.S. Bureau ofthe Ce
1990)_. Hispanic children's poverty is most pronounced in the
co~bes, where over 45 percent of the children are in poverty 1w
~ds ~f the children in Starr county, one of the poorest counties :
t e nation according to the 1990 census, were poor.

bon;:;:;

Community ~oca~ and activists repeatedly retumed to issues of
poverty when discuss.mg the conditions faced by Hispanic children.
!he poverty has many ramifications. When families are struggling
Jus~ to ~tay o~t of des~tution, they have few resources to devote to
the1r children s educatton and supervision, to health care and preven-

�81

80

tive practices, and to training and development that will provide
parents access to better paid and more stable jobs. Povertyhas impacts
on children that carry far into their futures.

current employment in border counties is marked by low wages,
instability, and lack of benefits. In many cases, adults working as
migrant workers and in other low-wage and irregular occupations
workmultiple jobs and long and irregular hours. 'J:he border counties
have substantial populations ofmigrant and seasonal workers. Figure
3 below ranks the border counties from smallest to largest in terms
of migrant population. While these households remain in poverty,
their children also experience a lack of parental supervision.

Poverty in the border counties is compounded by political factors,
according to community residents and agency personnel alike. They
explain that the relative isolation of the border region from urban
centers, and from the state political apparatus make it hard for local
leaders to be active and influential on behalf of their communities.
One hospital staff person pointed out, ''Often decisions are made at
these [state] levels that will drastically affect the border area, and
they neglect to bring the border region into the decision-making
process".

Figure2

Unemployment Rates in Border
43

45

40

35

A community development director at a local agency explained that
border area residents face problems in the area of basic services,
'7he rnain problems that border residents face are lack of education
and employment opportunities for parents. There is a lack of
comprehensive health care, transportation, clinics, and adult basic
education. All of this translates to finances. El Paso is distant from
the Capital: few politicians trulyunderstand the needs of the border."
Indeed Hispanic residents in Texas, particularly those in the border
counties, show significant differences from other Texas residents in
many ofthese areas. Residents in the border areas, agency staff, and
local political representatives feel that the state government apparatus
has relatively httle understanding ofthe distinctive issues facing them.
This distance from the political capitol and lack ofunderstanding of
border issues continues to prevent the border area from receiving
both the visibility and the support necessary for an increase in service
provision.
Unemployment and the Border Regjon.

In most counties the unemployment rates for Hispanics are significantly higher than the county average. These differences are pronounced in the border counties, where overall unemployment is also high
(Figure 2). Thus rates ofunemployment for Hispanics are as high as
43 percent, for example, in Presidio county.

30

i 25

! 20
15
10

5

o

.,,

;

~

Ir

~

N

"

ol"'

&gt;J

J

~

~

f-&lt;

o

:a

l1
a::

~

·s
j

!

-~

~

g,

.®' ~
~ :E :E
"'
A

i

p.,

iil

ii

u

ia

B&lt;rda-Ooity

Figure 3
Migrant/Seasonal Population

~
~
1
\J

i
]
IQ

Maw:ócx
Webb
Val Verde

Zapata
FJ Paso
Presidio

Hudspdh
Kinney
Bre\l\Sle,Terrell

JdfDavis-/2=====,====;=====r======;====/

Unemployment also affects children more directly. According to
parents themselves, a leading cause of child poverty is the unemployment that plagues adults. Where adults have difficulty locating
jobs, the children dependent on them fall into poverty. Much of the

o

50000

100000

150000

Population

200000

250000

�82

Community members all along the border have examined closely
the ranúfications for their areas of the NAFfA agreement. While
many community residents were opti mistic that, in the long run, job
opportunities may well improve, as reported by the Texas
Comptroller's Office(Texan State Comptroller's Office, 1991), they
are skeptical about the short-range impact of possible job shortages.
They perceive the needs for job training and placement programs to
equip people for the new kinds of jobs that may be emerging.

83

called for more diverse educational services, including technical and
vocational training to prepare border residents for a changing job
market.
Flgure4
.Penmageoflmom Agw 25 aud&lt;MI-WIO lffl'e Oinpletfd

aw.s.a ,,_.

Teens and Unemployment.
Current job shortages in the border region have a particularly strong
affect on Hispanic teen workers. Nearly 11 percent of Hispanic
teenagers in Texas experience "teen idleness," being neither in school
nor in the labor market. One service worker cornmented, ,,.he number
of street children has considerably increased. Those children are
generally between 1Oand 17 years old; but often they are also younger.
Many of these children in and of the streets do not attend school and
are without supervision. Frequently, their families fall between the
cracks of the system and do not know how to access or re-access it".

-~

Camtn
,.J
8~) ., ~. •.
HicW¡,lp ~

~ '"'

""'""'""""

o fMpttb.

§ Ml'L\i\lÍ&lt;¡

8

¡
?
c:8

Kmey

Mivtrid&lt;
lreiido &amp;u
Ttn-dl
\hl ¼ere ""'

Wd:o
~

-"'

o

10

20

School Drop-Outs.

30

40

50

60

70

80

Perant

As teen idleness figures sug,gest, school drop-out rates are disturbingly
high, particularly in the border region. Across the state, almost half

Health on the Border.

of the school dropouts reported for the 1991-1992 school year were
Hispanic. Furthermore, those children who drop out before the 7th
grade are not represented in the dropout statistics. One newspaper
article described one family's situation, "Last year, a school nurse
brought us two brothers who were going to school on different days.
One would go one day and the other would go the next. They were
sharing one pair of shoes". These high drop-out rates are reflected in
the relatively low rates of high school graduation in the border
counties. As indi~ted in Figure 4, these rates range from a high of
73.2 percent in Brewster County to a low of 31.6 percent in Starr
County.

Poverty is not only tied to the high rate of unemployment and the
diffi.culties faced by Hispanic children in school, but also to the kinds
ofhealth issues faced by Hispanic children, particularly those children
congregated in the border counties. The health problems faced by
these children begin before they are boro. Hispanic mothers had the
highest rate among all groups ofmothers in Texas for having received
little or no prenatal care. This lack of prenatal care leads to a higher
incidence of problem pregnancies, and the babies are more likely to
have health problems.

However, teenagers themselves saw the importance of continuing
with their education. One teen from a border county explained, ,,.he
only way I can get out of here, out of the life I know I will have is
through my education ... If I stay here, I'm going to end up just like
working all my life, working hard for nothing, just to get by". As
well as teenagers, service providers and adult community residents

Lack of health care is related to a shortage of medical personnel and
facilities. The Texas Department ofHealth has identified parts ofali
but one of the border counties as a "Health Professional Shortage
Area". In these areas there is more than a 3,000 to 1 ratio between
population and physicians. In fact, sorne residents of the border
counties report that they go to Mexico for their medical care. It is
both more af:fordable and more readily available.

�85

84

Children growing up in the colonias that mark the border region
face additional health problems. Through the last decade the area
has seen high rates of tuberculosis, diabetes, asthma, intestinal
disorders, and hepatitis. Especially those living in the unincorporated
communities called colonias suffer the effects of water pollution, as
well as airbom contaminants.
Many non-urban residents in the border area get their water from
wells, but many must bring their water in from outside sources. One
attomey in the El Paso area described the following problem with
water: ''People will haul water and store it in 55-gallon drums. The
El Paso City County Health Departrnent conducted a survey of one
colonia that had no potable water and found that about half the people
stored water in this type of drum and that 70 percent of those drums
were labeled indicating that the contents were toxic, such asmethylene
chloride, stoddard solvent, and trichloroethane. People will use water
from wells which have been contaminated by outhouses and septic
tanks which are located 20 to 50 yards ofthese wells".
Water pollution is not the only environmental problem faced by border
children. Other common airborne pollutants include auto exhausts,
pesticide sprays, and smoke from tire burning. Unpaved streets leave
dust in the area. Colonia residents talked about the prevalence of
respiratory diseases, and the throat infections, asthma, and intestinal
problems experienced by their children.

commented on the need for training for their children, 'What youth
need is vocational/technical education, a 'Centro de Capacitación'
or vocational/technical training school. This training would not
require youth to have completed al1 schooling or to leave school. For
example, classes would be offered from six to ten p.m. The youth
would get out of school and, instead of hanging around in the streets
doing nothing, they could be receiving training". In addition to the
need for more doctors and nu:ses, we received comments on the
shortages in mental health services.
The poverty ofthe border region, and the consequent health problems,
are marked by difficulties with food and water. Fifteen percent of the
households usually do not have enough to eat; of these fully a third
receive no food stamps or other food assistance. Children not attending school regularly cannot take regular advantage of the federal
nutrition programs.
The problems faced by Hispanic children in Texas are far-reaching.
However, community residents had lots of ideas for how to respond
to the problems they faced. Their recommendations included:

Service Delivery along the Border.

• The need for continuing educational and economic
development. Ajob shortageis partially responsible for
the éontinuing high unemployment in the area. Fu¡-.
thermore, there are only scarce educational resources
available to children and their parents to prepare them
for jobs. Residents and program staff alike stressed the
need for increased vocational and technical training.

Although the large majority of children in the border region were
born in the United States, the families of many of them maintain
strong ties to Mexico. &lt;;hildren and their families visit back and
forth across the border. Family members seek both employment and
services suchas medical care, where they are most available. Conununity service providers talked about the continuing need to coordinate
programs and services with organizations in Mexico. Where such
coordination is lacking, the services families and their children receive
must necessarily suffer.

• The need for increasing attention and visibility for
the border area. Residents and community agencies
called for state and federal lawmakers to visit the border
regions to see for themselves the problems and the lack
of resources. Border area residents should be drawn in
increasing numbers to state boards and planning
commis-sions. They looked for the equalization of
funding across the state for social, health, and educational programming. They sought incentive programs ·
to draw health care professionals to practice in the
border counties.

Cornmunity workers all along the border pointed out that not only
did children and their families face problems with poverty and job
shortages, they also faced a dearth of public services. In the small
cities, towns, and rural areas marking the border counties, services
were often scarce or unavailable altogether. For instance, residents

• The need for increased intemational cooperation.
Such joint efforts should be addressed to the control of
communicable diseases, including prevention programs. They should also be focused on environmental
issues such as safe drinking water, the disposal of
hazardous waste, and the reduction of pollution.

�87
86

Many Hispanic children live in dire poverty. They and their f~ilies
struggle, particularly in the border region, with inadequate baste and
social services. However, the families themselves, as well as those
offering services to families are developing a clear sense of policies
and programs necessary to children's well-being. This report ~ays
out an initial statement ofthe areas where need is great, and prov1des
a series of measures documenting those needs.

Bibliography
Center for Public Policy Priorities
(1995, May) Hispanic Children in Texas.
Texas Department ofHuman Services.
(1988) The colonias factbook: A suvey of living conditions in rural
oreas ofSouth and Wesl Texas border counties. June.
Texas State Comptroller's Offi.ce.
(1991) "The U.S.-Mexico free trade pact: Payoofs and tradeoffs".
Special Fmancial Report, November.
U.S. Bweau ofthe Census, Department ofCommerce,
(1990) 1990 Census of Population and Housing.

Chasing myth aod taboos about race and Latinos
Frank F. Montalvo

Abstract
This paper examines the impact of race and skin color on the
social and psychological adjustment of Mexican Americans.
The myth that race is irrelevant to the Latino's life chances and
identity and the taboos that led to a conspiracy of silence about
the race issue are analyzed in tenns of their origin and influence
on ethnic identity development. The concept of phenotyping is
introduced as a special case wherein racism has differential
e:ffect according to the person's skin color Students become
race conscious by drawing from Latin American colonial history
and social science literature to construct a model of race
relations that has implications for practice in the United States. Recent
research on Chicano phenotypes and field interviews helped tie
theoretical understanding to the assessment ofthe client's ethnoracial
experiences and adjustment problems.

Resumen
Este artículo examina el impacto que tiene el orígen racial y el
color de la piel en la adaptación social y psicológica de los
Mexicano-Americanos. El mito que el origen racial es irrelevante a las oportunidades de vida y de identidad del Latino en
América, y los tabús que condujeron a una conspiración de
silencio sobre asuntos raciales, son analizados en términos de
su orígen e influencia sobre el desarrollo de identidad étnica.
El concepto de phenotyping es introducido como un caso especial en dónde el racismo tiene efectos diferentes de acuerdo al
color de piel de la persona. Los estudiantes toman conciencia
del origen racial del Latino al extraer información de la historia
Colonial de América Latina y de la Literatura de las Ciencias
Sociales para construir un modelo de relaciones raciales con
implicaciones para la práctica en los Estados Unidos. Por medio
de estudios recientes en pheontypes del Chicano y entrevistas
se ha logrado bacer una conección entre un entendimiento
teórico y la evaluación de la experiencia etnoracial del cliente
y sus problemas de adaptación.

�89

88

Chasing Myth and Taboos about Race and Latinos.

The central theme of this paper is that race matters to Latinos.
lts purpose is to analyze the neglected role of phenotypes in
the assessment of life experiences, ethnic identity and acculturation in the United States. lt reviews historical descriptions,
written and pictorial, of race relations in colonial Mexico and
selected sociological studies in Puerto Rico as background.
The developed concept of phenotyping, the di:fferential social
treatment of Latinos according to their skin color, is developed
and examined in terms of recent research on the effect of phenotypes on Chicano life chances and mental health. The concept
is supplemented with case vignettes, which illustrate key variables that need to be considered in evaluating the effect of race
on ethnic identity development and in assessing attendant problems. The vignettes were constructed from ethnographic field
interviews with members of the Mexican American community,
which were conducted by students for a human behavior course
on cultural diversity. The interviews assignment sensitized
students to race as an issue in their lives and in social work
practice with Latinos, and as its having a persistent and unspoken presence in intercultural relations in the United States. The
paper' s special focus is the Mexican American or Chicano
experience, tenns that are used interchangeably but more often
to reflect the preference of the author in the source document
cited.
Most white students are similar to the general population in
being unaware that ethnic appearance is a forceful factor
shaping identity, social adjustment and life chances of Latinos
in the United States. They often lack a race consciousness
which enables them to confront and articulate the. idea of race
as a daily experience in their lives and in the lives of minority
group members. Most begin a course on diversity assuming
that culture, family, and language issues largely sum up the
Latino experience. Many are surprised to learn that the extent
to which a person "looks Latin", meaning Mexican, Puerto Rican,
Dominican, etc., in:fluences the way he or she will grow up
contending with skin color prejudice and race discrimination.
They seldom think of Latinos as an ethnic group having multiracial origins and realities, and hence ethnoracial identities.
Consequently, they are unaware of the serious lirnitations placed

on assessment of problems and intervention with clients when
the issue is omitted from practice. The lack of race consciousness can also be a major source of intergroup problems that
are sustained by errant public and institutional policies which
fail to consider race in their implementation. It has also resulted
in a shortage of research into the nature and scope of the problem, and its speci:fic impact on the life experiences of Latinos.
When the subject of skin color and Mexican Americans in the
United States was examined by the author sorne ten years ago
(Montalvo, 1987), there was only a limited body of empirical
research (Cota-Robles de Suarez, 1971; Simmons, 1952/ 1974),
case studies (Berne, 1983; Coles, 1977) and theoretical discussion (Arce,1981 ; Forbes, 1968; Padilla &amp; Ruiz, 1976; Vasconcelos, 1926; Vigil, 1980). The subject was a serious and recurring theme in the arts, literature and folklore of the Americas
since the time of Columbus among Mexicans (García Saiz
1989; "La pintura", 1990) and Latín Americans (Momer, 1967/
Selected studies in Puerto Rico provided early and additional
insight into the social and psychological dynarnics of skin color
preference. Together these works facilitated the construction
of a conceptual model of race relations in Latín America that
had implications for the Latino, and specifically Mexican
American experience in the United States.

The Origins of Phenotypes.
Conflict between the Amerindian tribes and the Spaaj.sh colonizers, much over the exploitation of indigenous women, threaten~d the loss _of New Spain. As early as 1503 Spain officially
d1spensed with the rule of descent, wherein the children of
Amerindians in servitude remained chattel (Harris, 1964). While
the change was far from uniformly administered, it reflected a
policy_that allowed many inhabitants who survived war, capture
and disease to be freed and inherit the colonizer's name, status
and property (García Saiz, 1989). Also, about 95% of the estimated twel~e million African slaves surviving the middle passage
were delivered to Latin America in order to replace the tribes
that w~re being decimated (Palmer, 1993). As in the history of
countnes surrounding the Mediterranean, in Latín America
slavery was also regarded as a legal often temporary status of
accident and misfortune with the slave having limited but
protected rights (Harris, 1965). It was not associated with the

�91

personal qualities. of one who inherited the destiny as a member
of an inferior race. As such, by the mid-1800s more than half
of the African-Latinos were free by law, custom or their own
purchase, and entered the growing racially mixed people. In
time family ties strengthened the new social arrangements,
whlch created a distinct soéial form in Latín American society
that helped displaced and dispersed the animosity between
the colonizer and the colonized (Tumin, 1969).
In Mexico a complex social hierarchy arose based on phenotype. At the top were Europeos (Europeans), or specifically
peninsulares, Spanish settlers, who constituted about 5% of the
wbite population. (All percent estimates for the late 19th century
come from Lafaye, 1990.) They were disparagingly referred to
as gachupines by the rest of the population, an epithet of
unknown derivation. The Spaniards were regarded as the foreigners who forced their European will on the colonies. They
claimed to be gente de casta limpia, a reference to people of
pure caste who lacked Moorish or Sephardic Jewish ancestry,
and in New Spain did not have lndian or African bloodlines
(MachLachlan &amp; Rodríguez, 1980). The Spaniard's elitist obsession with "purity of blood" established a "pec1&lt;ing order" that
shaped social relationships in the Americas forever. They felt
superior and distrusted the larger white caste of Spanish descendants who were bom in Mexico and, by adapting and identifying
with colonial life, became a source of a developing Mexican
national consciousness. The latter made up 95% of the privileged caste. They were known as criollos (creoles) and were
never sure of the absence of Amerindian, African or mixed
lineage. Creoles were often barred from public office and their
resentment, Jaced with envy, was no less fueled by creole
women preferring to marry the despised gachupines. The total
white caste was about 23% of the then estimated five-million
population. "The opposition between Spaniard and Creoles
amounted to a fratricidal struggle, for together they made up
the dominant caste in a Mexico..." (Lafaye, 1990: 28).
Comprising 25% of the population at the time were the mestizos,
the progeny of the white caste and the indigenous Amerindians
(52%), and to a lesser extent Africans and mulattos (less than
l %). The sense of caste was no less vigorous arnong Amerindians and mestizos than among the creoles and Spaniards:

"From the first decades of the existence of New Spain, lndians
were victimized by Mestizos. Herein líes the origin of the climate
of violence that even today continues to be one of the most
striking aspects of Latin American life" (Lafaye, 1990: 30).
Conflict was characteristic of the 17th century according to a
colonial writer who described "mutinies, customs, pretensions,
r~sentment, struggles, mentioning slaves and their masters,
Creoles or upstarts, Indians and the despised Mestizos- indeed,
the whole caste society that bore. the weight of the colony on
its shoulders" (Rodilla, 1990: 48). In time the mestizos grew to
become the largest segrnent of the population and to represent
"the embodiment of [New Spain], its true sons" (de Orellana,
1990: 54), and the prototypical Mexican (Vasconcelos, 1926).
Las Castas Mexicanas (Garcia Saiz, 1989) displays 135 portraits
unparalleled in Latin America that depict the racial assortment
in Mexican colonial families, often as idyllic images, in dress
and manner. The paintings by European artists attempted to
simplify the complex mix of castes and social statuses of the
faithful "other" and organized what seemed natural: "It was in
this society, where almost everyone mixed with every else, in
a New Spain whose novelty was precisely this mixture, that
castas painting arose" (Orellana, 1990: 54). Documents accompanying them indicated that there were sorne 53 castes recognized by the Mexican census during the 17th and 18th centuries.
Many of the later paintings also contained stereotypic descriptions of the moral character, behavior and occupational status
of the inhabitants associated with each caste, whích may represent the earliest example of racial stereotyping in Latín America
(Sullivan, 1990).

To complicate the problem, the divisions between castes were
blurred to such an extent that there was little agreement over
the criteria for belonging to any one category. This cultural
management of racial differences facilitated interrningling, even
as racial marital preferences became part of the language and
customs: people avoided the racial stain, la mancha, in their
chlldren by marrying into a lighter-skinned caste and thereby
"improving" their status. It encouraged the practice of "passing"
as a member of a higher caste, which was very common in
colonial Latín America (Morner, 1967). A most important factor
in reducing intercaste friction was the deinstitutionalization of

�92

the caste system following the Mexican revolution in 181 O and
the end of the brutal Spanish rule. It reduced the castes to a
simpler and broader social grouping of whites, mestizos and
Indians that received neither legal nor public recognition, but
continues to influence social relations to this day.
Nevertheless, cultural identity is secure in Mexico where one' s
loyalty to the country's language and culture is not questioned
simply on the basis of the color of one' s skin (MacLachlan &amp;
Rodriguez, 1980). Doubt occurs more typically when crossing
the international border between Mexico and the United States.
As many contemporary Mexicans and Mexican Americans can
attest, skin color can determine how easily one is singled out
and pressed to verify nationality. Separation and control feuled
by prejudice and discrimination of the non-white population were
evident early in Texas and along the border (Montejano, 1987;
Simmons, 1952/1974) in the wak.e of people immigrating from
southern U. S. states in the early 1800s, sorne with slaves and
many with lingering but frankly rigid and caste-like racial
altitudes (Fischer, 1989).

Tbe Conspiracy of Silence.
Not acknowledging the interplay of phenotypes and ethnicity
by the general public is not surprising since it is only of late that
extensive scholarly attention has been given to a related topic,
the plight of multiracial children (Root, 1992 ). Recently Time
magazine (Fall 1993, Special Issue) devoted an issue to the
new multicolored face of America being created by "the world's
first multicultural society", which was then followed by
Newsweek (February 13, 1995) with a special feature on the
growing multiracial nature of society. Nevertheless, public
interest remains wanting concerning the multiracial composition
of Latín Americans and Latinos in the United States and its
influence on life chances.

Whyis this?
The answer is not obvious, and involved a search into different
ethnic group experiences . In Puerto Rico Sereno ( 1946)
explained that the myth of racial inclifference, what Betances
(1972) referred to as "the prejudice of having no prejudice",
complies with and helps preserve one of the key values governing interpersonal relations in the Latín culture, respeto, respect

93

for each person's dignity regardless of familial origin or station
in life. Racial preference t.hreatened this sentiment. Combined
with personalismo (warmth, openness and personal attentiveness), respect is so important in maintaining open and free
social intercourse that it keeps racial stratification from intruding
into every day affairs. As a consequence, there is more open
conviviality in business and social life, in courtship and marriage
among the races in Latín America than in the United States,
despite the subtle but persistent preference for European appearance.
The myth took forro in cultural taboos against referring to race
as a reality in the family, cornmunity and public life, which helps
explain why the subject has not been a major focus of public
concern. Perhaps the collective folk wisdom sensed that to
openly acknowledge racial differences might result in sorne
members being more admired and sought after by the community than others and, as a consequence, receive more attention,
affection and encouragement in their families. Sorne attitudes
and customs regarding racial preference in Latín America are
revealing of the way the multiracial experience plays out. Tumin
&amp; Feldman (1969) noted that although most denied the existence of racial conflict and discrimination in Puerto Rico, half
felt it was better to have light skin, and no one of either race
thought it was better to be negro (the Spanish term for black
that is pronounced differently in the United States). The custom
of entertaining dark-s.kinned relatives in the kitchen, much as
servants, rather than in the front living room was common in
the Caribbean (Sereno,1946 ), and was not unknown among
Latino immigrants in the United States. It served not only to
hide a source of social embarrassment but to imply that sorne
relatives were not as much a part of the family as others.
Among Chicanos, Arce ( 1981) believed that keeping race at
bay by not talking about it prevented divisiveness in the community and helped keep families together, even at the risk ~f their
cultural meltdown through assimilation. Acculturation, learning
the values and lifestyles, and assimilation, joining formal and
informal groups and organizations, remain individual and partial
solutions to an intergroup and institutional problem that is to a
great extent driven by the color of one's skin. The Melting Pot
thesis, an ostensibly race-neutral process, encourages Latinos

�95

94

to discard and replace their ethnic ties, values and language in
order to be adrnitted as individuals into the opportunity structure
of the larger society. The promise is embraced fully by many
Latino families that have at some level accepted racism as a
permanent fact of life and see life chances as potentially increased for at least sorne of their children. Therefore, survival in a
country preoccupied with race is the prirnary reason the subject
has remained taboo among Latinos in the United States. As a
result it is seldom discussed in public, studied by scientists or
considered in practice.
The myth and its taboos serve members of the dominant society
as well, which is necessary to maintain the conspiracy' s systemic vitality and viability. When race does not matter the public
is saved the trouble of having to justify personal prejudicial
attitudes and discriminatory behavior and explain institutional
policies that diminish the quality of life for ethnoracial minorities
in the United States. lnstead, many European Americans blarne
minorities' retention of their ethnic culture for blocked opportunities rather than their own racial attitudes. They explain that
when Latinos retain their culture, they remain estranged, discourage acculturation, become oppositional, fail to learn the English
language and create a flood of social problems. Consider those
who blame the "culture of poverty" on the family values of the
Latino poor (Lewis, 1961, 1968). Thus it pays both the minority
and majority ethnic groups to deny the importance of race in
their lives. The first group remains mute, deaf and blind to
color so it can survive in a hostile environment and the second
so it can be absolved for creating it.
Nevertheless, the reality of race intrudes on the conspiracy.
Unlike Latín America, the United States retains vestiges of
slavery's one-drop rule. The rule states that any trace of A:frican
lineage classifies one as negro, and a slave It favored the development of a fixed, divided society that expects people to belong
to, identify with and marry into either the white or the black
race. While miscegenation laws were declared unconstitutional,
the associated attitudes were not. Latinos have difficulty
meeting these expectations because they do not constitute a
race. Their variegated racial characteristics span light-to-dark
skin colors combined with parts of European, Amerindian and
African physiognomy as the result of their culture's management

of race relations as a fluid, class-Iike caste system. Culture
and not race remains the salient source of the Latino's identification. As a consequence a special and unique form of racism
is experienced by Latín Americans when they cross the border
into the United States.

Phenotyping
Phenotyping is the social process by which individuals are
provided with opportunities or are discriminated against according to the degree of their racial similarity or dissimilarity with
the prototypic member of the dominant white society. Family
group members who look racially different experience more
discrimination and are provided with fewer opportunities to
improve their lives than siblings who are encouraged to acculturate, marry and assimilate into the mainstream because they
look similar to the mainstream group. Phenotypes extend withingroup diversity and create a struggle with racisrn that neither
the light nor dark members can escape.
Acculturation demands modification in cultural and psychological orientation, which depend heavily on the person's ability to
observe, learn and model the subtleties of peer behavior through
interaction with members of the regnant culture. This requires
"fitting in" in terms of physical appearance as well as lifestyle,
which can take various paths. In each case problems associated
with cultural loyalty and identity are encountered. In one path
acculturation encourages the subterfuge of "passing" by lighterskinned members in looks and rnanner as a member of the
dominant group (Brown, 1991), and rejecting ethnic ties and
support at the price of inviting their ethnic group' s animosity. In
an altemative bicultural path individuals of intennediate coloring
retain grounding in the ethnic culture as they accommodate to
the values of the dominant society in an attempt to have the
"best of two worlds", but at the risk of keeping their worlds apart
by splitting their loyalties and friendship ties. In yet another
darker mernbers become entrentched in their ethnic lifestyle in
response to blocked opportunities in order to protect dignity
and identity in the face of isolation from the mainstream and
having their allegiance to country and national culture challenged. These are sorne simplified models of a complex process,
but they illustrate the potential impact of phenotype on life paths
and adjustment.

�96

What empirical evidence is there to support the proposition
that in the United States Latinos are treated differently and
experience different social and psychological conseq~ences
because of their skin color?
Phenotype Studies.

The evidence is not extensive but it is emerging. Demographic
studies based on U. S. Bureau of the Census reports by Massey
( 1993) found that residential segregation was based more on
skin color than ethnicity or social class in Caribbean Latino
neighborhoods in the northeastern U. S. and, to a lesser extent,
in Mexican American communities in the Southwest. The study
is signjficant because the ethnic social isolation experienced
by darker Latinos limits opportunities for learning the cultural
forros of the dominant group, which is required for acculturation
and necessary for assimilation. Another key study on phenotyping focused sharply on life chances using a 1979 national
Chicano sample of 1,000 bilingual field interviews in the West,
Southwest and Chicago areas (Arce, et al., 1987). lt found that
darker and more Indian-appearing Chicanos had significantly
less education and income and reported more incidents of discrimination than their Jighter cohorts over two generations. They
also identified more strongly with their ethnic group. Codina
(1990) used this same data base to learn that dark skin was
associated with higher self-esteem among Mexican Americans
boro in Mexico. and with lower self-esteem among those born
in the United States, revealing in stark reality the conse-quences
of contrasting prototypes in Mexico and in the United States.
Also using the same sample frame as Arce et al. (1987), Codin~
and Montalvo (1994) learned that phenotype, gender and acculturation (using birth origin as a proxy) were key factors in identifying problems with depression among Chicano men and
women. Dark, Indian-looking men who were born and raised in
the United States were most affected by phenotyping and felt
depressed more frequently than Jighter roen. 0n the other hand
lighter-skinned women who were born in Mexico and emigrated
to U.S. reported feeling def)fessed more often than darker
Mexican-bom women. One explanation for this counter-intuitive
result was that the stress these fair women felt as foreignlanguage immigrants in the U.S. was the sudden and drastic
loss of the higher social status they were accustom_ed to in

97

Mexico (Walsh, 1987). Also, as noted by Codina (1990) above,
dark skin did not seem to be a severe handicap for the Mexicanborn, and it may allow other factors to come into play among
immigrants, such as the degree that their status has changed.
Conflict between role expectations and minority status in a lightcomplected, Mexican-born mother is illustrated in the next
section on assessment variables.
They also found that the frequency of feeling depressed increased as Chicanos lost their competence to communicate in
Spanish. All phenotypes were affected, although the lighterskinned Latinos would have more opportunity to be exposed to
the rigors of acculturation and to grieve for lóst roots. Language
in this case was conceived as the visible tip of the cultural
iceberg that exposed a general sense of lost cultural direction.
The finding lent support to the proposition that retaining one's
language and culture is the preferred mental healtll coping
strategy for surviving in hostile environments. Relinquishing
them handicaps minority efforts to manage the acculturation
process with reasonable effectiveness and a sense of self-worth.
Language, however, still remains tied to racial stereotypes.
Ambitious light-skinned, Spanish-fluent Latinos with strong
ethnic identity sense that Anglo peers at work feel uncomfortable
around them because they present an "incongruent identity"
that belies the stereotype that all Latinos are dark and speak
their language fluently (Cox, 1993). Student field interviews
suggest that dark Chicanos are often stereotyped as fluent
Spanish-speakers when they were raised to speak only English
by parents who, ironically, were trying to protect them against
prejudice.
These studies suggested that phenotype is a factor in the
Latino's c~ntrol o~ the demands p~ac~ on his or her s u ~
by the social envuonment. They md1cated that phenotype is
associated with levels of education and income, ethnic-group
identification, degree of residential segregation, opportunities
for acculturation and assimilation, language usage and mental
health. The distribution of phenotypes in the Aice, et al. (1987)
sample identifies the scope of the at-risk subgroups in the
Chicano population: about one-fourth are dark Indian, one-half
have intermediate features and skin coloring and one-fourth
are light European in appearance.

�99

98

-

Additional Phenotype Variables.
Field interviews helped identify key interacting variables that
should also be considered during assessment of Latinos with
concerns about their ethnoracial identity in addition to those
discussed earlier, such as birth origin, acculturation and gender.
The assignment required students to assess the development
of ethnic identity by eliciting critical incidents in the subjects'
lives that marked them as ethnically different and had lasting
effect. They were taught to become conscious of phenotypes,
thoroughly evaluate any concern by the client about skin color
and tie theory to practice as the purpose of the course. The
resulting vignettes are used in this paper to illustrate the point.
As a rehearsal for practice, the interview experience added
depth and breathed life into the readings, studies and classroom
discussions. Personal identities were disguised and permission
was obtained to use the information for research and teaching
purposes.

Childhood Socialization.
Latino children are taught indirectly about skin color preference
early in life and learn to see themselves through the eyes of
others (Quintana, 1994). For Ana (fictitious name) a childhood
mystery was solved unex-pectedly during a course on ethnic
diversity.

"I remember telling my mother when I was four or
five not to put too much chocolate in my milk
because I didn't want the milk to be darker than I
was. It wasn't until I was in college studying ethnic
denial that I suddenly realized that that was what
was happening to me. I didn' t want the milk to
make me darker. I was struck dumb!". Ana didn' t
know how she learned that being dark was something to avoid.
On the other hand, Antonio was curious about skin color as a
child and was resigned to a false consciousness (Freire, 1970/
1992) as he accepted easily and almost fatalistically the way
"the good cards were dealt to me". He discovered one way that
skin color preference is transmitted to children, although the
rationale explaining it remained hidden.
One of his earliest memories as a boy was going
to stores downtown with his parents and noticing

that most of the Mexicans were brown and most
of the Anglos were white like himself. He would
overhear his parents and relatives talk about the
appearance of newbom babies and concluded that
fair skin was better than dark. He never heard or
sought an explanation. "I remember looking at
myself in the mirror and comparing myself to other
Mexican kids. I have to admit I felt good having
light skin. That's life".

Family Dynamics.
Phenotype should be included in family genograms and standard protocols for assessing Latino clients and families. Attitudes should be sought about the skin color of children, siblings
and other family members because they can reveal undercurrents of unresolved feelings that can plague the family for
years. Splitting oneself into inconsistent and ambivalent prívate
and public identities is often accompanies " passing" as a
survival strategy in race relations (Brown, 1991). The confusion
can deprive children of their important cultural heritage, as the
following vignette about a woman who emigrated to the United
States illustrates.
Rache! was born in Mexico City, is fair, fluent in
Spanish and well versed in Mexican traditions. " I
feel embarrassed when people speak bad about
Mexicans. I want to defend my culture, but I don' t
want people to know I'm Mexican so I play along".
She wanted to teach her children Spanish but was
afraid that it would expose them to prejudice. One
day her five-year-old wondered if she were
Mexican because a girl in her kindergarten said
she was because she had dark hair. "It upset me.
I told her that she was half Mexican and half Anglo.
But I needed to protect her so I also told her that
she should say that she was white because her last
name was Smith. In my gut I knew I was being
dishonest with my child".

A student interview with a family acquaintance revealed the
confusion that can infect a daughter as a result of her father's
rejection because she reminds him of an unacceptable irnage
of hirnself.
He describes his own skin color as as medium, but
his younger daughter and I would describe it as
very dark. He favors the older daughter who is light

�101

100

and ignores the younger one who looks more like
him. I venture to say that he has the same wish
bis younger daughter has: "When I grow up I want
to look Just like the Anglos". It's sad that he will
not be able to help his daughter deal with her
dilemma until he solves his own.

Ethnic Density.
Changes in ethnic density, the proportion of people from an
ethnic group living in the area, can account for a shift in selfperception as the person moves to locations with different demographics. lndeed, current phenotype studies began after an accidental social-class link with skin color was made in an epidemiological study of diabetes in San Antonio (Relethford, et al.,1983).
It was discovered that the average skin shade became lighter
as the study site moved from low-income barrios to ethnically
less dense and more aflluent middle-class neighborhoods. A
transfer from the barrio to more integrated neighborhoods and
schools might present problems for sorne children who feel
self-conscious about being darker by comparison, or an
opportunity for improvement in self-concept for others as the
situational context shifts.
She said that she became comfortable with her
olive skin and dark hair after going to a prívate
college in New England. Her classmates were
dra~ to her dark coloring and features and her
facility with the Spanish language, instead of
having those attributes become the source of her
problems.

Self-Perception.
Most persons interviewed reported the color of their skin with
reasonable accuracy. Special attention, however, is given to
discrepancies between the observer's and the subject's perception of his or her phenotype. Mispérceptions usually reflect a
desire to be lighter, often implying that dark skin was a mark of
inferiority. Studies about learning styles among school children
support the learned-helplessness hypothesis of viewing failure
as a personal, pervasive and permanent attribute (Graham,
1990). Children begin forming images of themselves as slow
leamers and helpless in solving difficult problems by the fourth
grade if they interpret failing as due to lack of inherent ability
rather than due to a lack of effort and motivation. Edward

Codina's study of Chicano childre.n in a San Antonio grade
school who were about to enter tniddle school revealed that
those who saw themselves as lighter than they really were,
were more likely to score lower on standardized tests than other
children (personal communication, December 1, 1994). Note
that the issue was the discrepancy in self-perception, and not
differences in skin color per se, which suggested a problem
with self-acceptance that was expressed in lower test seores.
The family's failure to deal with the issue of skin color can
have devastating effects. Rita experienced severe difficulty
coping with her dark skin that went beyond ethnic denial to
self-loathing due to her internalizing the conventional norms
for bMuty and being tormented by her reflection.
She usually denies that she knows Spanish,
doesn't care about cultural history or traditions, and
equates being dark with being Mexican, dumb and
dirty. Rita dresses as neatly as she can and keeps
very clean. As a young child she used to dream
she would wake up, look in the mirror and see a
white face. "I was happy then. I sometimes felt that
when I grew up I would become white and
everything would be ali right".
Early childhood experiences with skin color prejudice, how the
issue is handled in the family, the ethnic density of the
environment in which the person grows up and lives and the
resulting self-perception of phenotype are assessment variables
that exert an influence on Chicano identity development and
subsequent adjustment in life.

Summary.
Phenotyping lays bare the persistence of racism against Latinos
in United States that is steadfastly denied by blaming the victim
and the culture. A conspiracy of silence about skin color prejudice keeps it alive and festering. But since co-dependent relationships require silent partners, institutions will continue to
fashion policies and programs as they see fit until Latino communities and those advocating their interests reveal the sham
and openly acknowledge that race matters. The call is for an
appreciation of color. Speaking out breaches social barriers,
talking frankly overcomes therapeutic impasses and publicizing
inequality exposes the injustice. Still, racism is not decided for

�102
103

long by changing individual and collective attitudes, important
as they are in improving face to face encounters and motivating
reform. Rather, it requires changing the cultural values that
prefer light over dark and continue to poison the social atmosphere, and by challenging institutional policies that assume
that ethnic culture is responsible for limited opportunities. This
paper attempted to provide the groundwork for improved practice with Latino clients and the rationale for raising the critical
consciousness of the human service, mental health and counseling professions about race and Latinos.

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young Chicano cbildren". Aztlan, 2 (Spring): 107-150.
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1he image in caste paintings). Arles de Mexico, 8 (Summer): 51-59.

Freire, Paulo

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�107

The voice of Social Work in the immigration debate1
Cora Le-Doux2

Resumen
El debate sobre inmigración en los Estados Unidos ha sido formulado
principalmente desde una perspectiva negativa. En este debate, fuera
de las declaraciones políticas, la voz de la profesion del Trabajo
Social se ha mantenido en silencio. El debate, en realidad gira en
tomo a la anti-inmigración y los recientes cambios legislativos en
asistencia social e imrnigración se proponen impedir y límitar la
migración hatia los Estados Unidos. Estos cambios multiplican la
vulnerabilidad de una población que ya está en una posicion precaria.
La profesión del Trabajo Social puede participar como actor en el
debate e influir en la legislación sobre este tema. La ideología de la
profesión, sus credos y su código de ética pueden ayudar a los
trabajadores sociales a encontrar su voz en este debate.

Abstract
As a contemporary issue, the immigration debate in the United States
is framed primarilyfrom a negative perspective. Beyond fom1al policy
statements, the social work profession is silent in this debate. The
debate is really an anti-immigrant debate, and recent welfare and
immigration reform is atmed at deterringand restricting immigration
to the United States. These changes increase the vulnerabihty of a
population already in a precarious position. The social work
profession can be influential by becoming an active player in sl1aping
immigration policy. The profession's ideology, value-base and code
ofethics can help social '\Wrk find its voice in the inunigratioo debate.

lntroduction.
lmmigration. Use of the tenn sparks debate and emotion. As a
contemporary issue, the irnmigration debate in the United States is
framed primarily from a negative perspective. In reality, it is an
ai1ti-immigration debate focusing on numbers and characteristics of
immigrants. lt is a divisive social issue that evokes a variety of
emotion~ ranging from anibivalence to anger. Officially, the stance
1

This article v; based oo paper prestmed at the Associatioo ofMe.xiran Amcricai Social
Worka-s Annual Ccnfa-mcelicld augu5t 29-30, 1996 in San Antwio, Tcuis.
1

Ptofessoc, Wocdai School ofSocial Savice, Our Lady ctlheLake Uúvasity, S. Antwio.

�109

of the social work profession in the United States is to insist "that
federal, state, and local actions ensure equal protection from
discrimination and exploitation for all immigrants, refugees, e,otrants,
displaced persons, and undocumented persons who reside in the
United States" (National Association ofSocial Workers, 1994: 147).
1n reality, however, beyond the use of paraprofessionals in refugee
resettlement, the voice of the social work profession in the current
immigration debate is disturbingly silent. This article is a beginning
effort to include social work to the debate. It is important to add that
although this article is written from the perspective ofa social worker
in the United States, it is clear that national irnmigration policies
and practices impact individuals, families, and social service organizations in the United States and Mexico.

Jargon.
1t is important to keep in mind that like the general public, social
work professionals are unfamiliar with the various legal terms used
by the United States Imrnigration and Naturalization Service (INS)
and with the legal definitions of these terms. "The terms refugee,
immigrant, entrant, eligible legalized aliens, and nonimroigrant are
legal terms used by the lmmigration and Naturalization Service to
identify and describe individuals legally admitted to the United States.
Each of these terms has its own eligibility definitions based on United
States Department of Justice criteria" (Le-Doux &amp; Stephens, 1992:
32). The classification of individuals arriving as immigrants to the
United States varíes and depends on both domestic and foreign
policies concems at the time. For example, in January 1992, the
United States Supreme Court ruled that "men who flee their war
tom countries after rebel attempts to coerce them into military service
are not entitled to asylum as political refugees" upon arrival to the
United States (Associate Press, 1992: l ). Also, often rather than
utilizing already existing imrnigrant categories, the federal govemment will create new categories.
Recent welfare reform legislation does just that. The Personal Responsibility and Work Opportunity Reconciliation Act of 1996 (HR3734)
creates two new categories of immigrants: qualified aliens and
unqualified aliens. Qualified aliens include: legal permanent
residents, refugees, asylees, those whose deportation is being
withheld, those granted conditional entry, and parolees. Unqualified
aliens include: undocumented persons and certain legal imrnigrants

such as temporary agricultura! workers, persons with temporary
protective status, and college students. Eligibility for federally funded
social service programs by imrnigrants is complicated because
depending on the program, "sorne categories of persons legally
present in the United States will now be treated the same as
undocumented immigrants for the purposes of program eligibility,
and lumped together under the new title of unqualified aliens" (The
Center for Public Policy Priorities, 1996: l l ). Also, there are exceptions - for example, individuals classified as unqualijied aliens
may be eligible for certain social services such as immunizations,
crisis intervention, and emergency disaster relief.
It is important to note the use of the term alien in the creation of
these new categories. The use of the term alien serves to dehumanize
the experience of individuals and groups that are negatively impacted
by the recent welfare reform legislation. It is also noteworthy that
current welfare reform also specifies citizenship status as an eligibility
requirement for federal welfare benefits. That is, poor and needy
United States citizens are defined as deserving of welfare services,
while poor and needy non-United States citizens are seen as nondeserving.
As an area of social concem, immigration is routinely defined as a
social problem. That is, immigration has a subjective and objective
reality and depending on who is defining the problem, it viewed as
either an outcome of socially induced conditions or of individual
pathologies (Widdison &amp; Delaney, 1995; Eitzen &amp; Zinn, 1994).
Although there is public agreement that immigration is a social
problem, there.is lack of agreement on the magnitude, severity, or
cause. Because of the number of players in the debate, there is also
lack of agreement on solutions to the "irnmigration problem" .

Players in the Debate.
Various sectors of the United States population have a vested interest
in the outcome of the immigration debate. Major players include:
the Immigration and Naturalization Service (INS); federal, state,
and local governments; cities, schools, and parents; medica!
providers; pro-immigration and anti-immigrationgroups; and human
rights groups (Donegan, l 994). Tbe Mexican government, Mexican
families with relatives in the United States and Mexican-Americans
(Mexican nationals who have become U.S. citizens) who have family
members in Mexico are also impacted by changes in immigration

�111

110

policy and practi~. lt is beyond the scope of this paper to address
each of these players. Due to its pivotal position in the debate,
however, it is important to view the changing role ofthe INS.
Historically, the position of Superintendent of Irnmigration was
establisbed in 1881 and placed in the United States Treasury
Department. In 1903, the office was transferred to the Department
of Commerce and Labor. In 1911, the Bureau of lmmigration and
Naturalization was then transferred to the newly created Department
of Labor. In 1940, the INS was transferred to the Department of
Justice where it is found today. Philosophically and functionally, the
role of the INS has changed and currently it is defined as enforcement
of policies that seek to restrict legal immigration and stop íllegal
immigration to the United States.
Among the players in the immigration debate, only human rights
groups and organizations representing traditionally oppressed
populations question the constitutional and moral right of federal,
state and local govemments to deny or restrict social services based
on immigrant status. The official social work stance on the issue,
according to the National Association of Social Workers (NASW),
is that "the plight of refugees and imrnigrants be considered on the
basis of human values and needs, rather than on the basis of an
ideological struggle related to foreign policy" (NASW, 1994: 147)
Beyond formal policy statements, the social work: profession is silent
in the debate. Why the silence? First, immigration is not an area of
specialization for social work professionals. Voluntary agencies
serving refugees and immigrants rely heavily on the use of
paraprofessionals in delivery of social services to this population.
Furthermore, the individuals who are involved in service provision
to immigrants and refugees are not likely to be publishing about
their experiences in working with these vulnerable populations. This
results in a limited nwnber of social work: publications on the topic.
Second, in dealing with immigration policy, the social work
profession follows the general public's practice of deferring to the
courts and the legal arena. If social work professionals have anything
to do with immigrants, it is because it has come to their attention
that one of their clients is an immigrant (documented on undocumented). Unfortunately, it is the author's observation that social
workers tend to view immigration as a matter of law enforcement
and apart from the profession's domain.

The Debate.

A number of key themes emerge from analyzing current popular
news media reports on imrnigration. First, as noted earlier, the
imrnigration debate is really an anti-immigration debate. We do not
have many individuals in power arguing that we should have more
\mrnigrants adrnitted to the United States. Other prirnary themes
are: the econom1c, financial, and social costs associated with immigration, current immigration policy and patterns, assimilation and
multiculturalism, and humanitarian concerns (Le-Doux, 1996).
Public opinion polis clearly show that the general public views past
immigration to the United States as a good thing, and imrnigration
to the Utúted States today as a bad thing (Morganthau, 1993 ~ Aik:man
&amp; Jackson, 1993). As "arguments against imrnigrants are rising
again, it is well to remember that every single one ofthem has been
heard before" (Weisberger, 1995: 42). Allegations that immigrants
take jobs from United States citizens, negatively impact wages, and
compete for limited education, housing and health services are not
new.
Immigration policies and patterns are another major theme in the
immigration debate. In the l 990s, the United States is experiencing
an immigration policy enforcement period. The 1986 lmmigration
Reform and Control Act was signifícant because it signaled the
beginning ofthis enforcement period (Le-Doux &amp; Stephens, 1992).
Although the United States is in a period of immigration policy
enforcement, it does not necessarily mean that immigration policy
is more restrictive. The 1990 Immigration Act for example, increased
the number of legal immigrants who could be admitted to the U.S.
by 40% and included a diversity clause that allowed up to 40,000
individuals from counties negatively impacted by the 1965 legislation
to legally immigrate. The distinction between immigration policy,
inunigration control mechanisms, and access to social services based
on immigration status is an important one in the current immigration
debate. The use of restrictive and exclusionary strategies, such as
the recent welfare reform legislation, to deal with both legal and
illegal immigration is a reaction to the immigration policy changes
of 1965. In part, this is do to the composition of immigrants coming
to the United States as a result of fundamental revisions to the
immigration laws.

�112

In the early and mid-l 800s, 95% of immigrants to the United States
were from northem and western Europe. By the early 1960s, that
number had dropped to 38% (Schaefer, 1996). The diverse immigrant
population that exists in the United States today is an outcome of
the immigration reform of the mid-1960s. According to Schaefer
(1996), in the 1990s, individuals from Latin America (47%) and
Asia (38%) account for the largest immigrant groups in the United
States. The 1996 welfare and immigration legislation are in part a
reaction to a sense that "our borders are out of control" (Turque,
Reiss, &amp; Liu, 1993: 25) and that it should be more difficult for people
to enter the United States.

Not only has the composition of the immigrant population changed,
so have the settlement patterns of immigrants. Regionally, the
concentration of immigrant populations heightens the emphasis and
prominence of the debate. For state and local govemments, it is of
concem that "nearly one in eleven Americans are foreign-bom" and
that "one-third of the foreign-bom live in California" (Hansen &amp;
Bachu, 1996: 58). New York, Florida, Texas, Illinois, and New Jersey
have overa million foreign-bom residents. Because legal and illegal
immigrants do not quality for most federal programs, the burdenfor
social service provision is placed on states and local communities.
This is particularly evident along the United States-Mexico border
where poverty rates are extremely high.
Xenophobia is a constant when dealing the movement of people
who possess characteristics that difl'er from the host county. Concem
about the assimilation of immigrants and the impact they have on
United States culture is nothing new. What does change is the
immigrant group under attack at any speci.fi.c point in history. Cole
(l 995) argues that in the United States the "Know-Nothings" have
retumed And, that in the 1990s "the objects of prejudice are no
longer Irish Catholics and Germans; 140 years later, ... the new 'they'
are Latin Americans" (p. 67). There is a vocal segment ofthe population that argues that the United States "must restrict immigration
to prevent cultural disintegration" (Auster, 1994).
From the traditional sociological perspective, the assumption is that
"foreign-bom and their offspring will acculturate and seek acceptance
among the native bom as a prerequisite for social advancement"
(Portes &amp; Zhou, 1995: 61 ). Among the themes in the current immigration debate is the inability or unwillingness of sorne immigrant
groups to assimilate to United States culture and society. Portes and

113

Zhou (1995) maintain that the "expected consequences of assimilation have not changed entirely, but that the process has become
segmented" (p. 61). The authors argue that the immigration experience must be contextualized and that there are three aspects encountered by today's newcomers that create vulnerability: phenotype (skin
color), settlement location, and absence of opportunity for social
mobility (p. 62). Connor (1985) identi.fies language, proximity to
source country, racial and ethnic difl'erences, and other variables
that influence the assimilation process. The outcome is a pattern of
"segmented assimilation", and the result is several distinctive forms
of adaptation among new immigrant groups in the United States
(Portes &amp; Zhou, 1995).
Recently, during a discussion of immigration, someone posed the
question, "Is it a 'Mexican' problem?" In the 1990s, immigrant
bashing is popular and blaming Mexican nationals for current societal
woes is fashionable. "Ofthe 22,568,000 foreign-bom persons living
in the United States in March 1994, 6.2 million carne from Mexico"
(Hansen &amp; Bachu, 1996: 58-63). Historically, United States immigration policy has been restrictive toward Mexican nationals wanting
to immigrating to this county, and deportation continues to be a
major strategy in dealing with people entering the United States
illegally from Mexico. Upon arrival to the United States, MexicanAmericans3 are "hated for their differences and feared because of
their growing presence" (Valdivieso &amp; Davis, 1991: 11 O). The outcome, for many Mexican-Americans and Hi~panics in the United
States is daily encounters with discrimination.
The immigration debate in 1996 is not only about assimilation and
discrimination, but also about the lack of social service support that
meets the basic human needs of poor and needy immigrants in the
United States. Is the United States, by denying services to needy
immigrants, violating basic human rights principies? Although they
are few in number and in resources, human rights groups and other
activist groups are quick to challenge state and federal govemrnents
not only about the constitutional Iegality of denyitig social services
to legal and illegal immigrants, but also to raise moral concems
about the recent immigration and welfare reform policies. These
' Toe tenn Hispanic is used by the feder-al govanment and includes Mexicans, Puerto
Ricans, Cubans, Central Americans, and South Americans. ln the Southwe&amp;em Uni1ed
States, thetenn Mexican-American refers to individuals v,ho have Mexican ancestry and
are United &amp;ates citizens eithl2" by birth or throush naturali7111.im.

�115

114

groups also question the government's motivation for excluding
immigrants from social services.

persons have access to resources, services, and opportunities which
they require" (NASW, 1990).

Prior to signing the welfare reform legislation, President Clinton
said the restrictions on social service benefits for legal and illegal
immigrants had "nothing to do with welfare reform", but was simply
intended to balance the federal government budget. Officially then,
the motivation for welfare reform is seen as an effort to reduce federal
spending. Unofficially, federal welfare reform will reduce revenue
to the states, encourage eligible immigrants to become naturalized
U.S. citizens, and deter both legal and illegal immigration to the
United States.

Voice of Social Work.

For states, welrare reform could result in a loss of revenue. For instance, in 1995, 186,572 legal aliens in Texas collected food stamps,
and 53,160 collected Supplemental Security Income (SSI) (Zaffirinini, 1996). The immediate negative consequences to the immigrant
population will be denial of food stamps and SSI benefits to legal
immigrants that are not United States citizens. Furthermore, the
1996 immigration reform policies will double the size of the United
States border patrol over the next five years. lt will also extend
"deeming''• to ali federal need-based public benefits. The 1996 welfare
reform and immigration policies are an effort to reduce federal
spending, but they are also an effort to encourage citizenship and
discourage immigration to the United States.
Social workers can resign themselves to the changes brought about
by welfare and immigration reform, but that does not help the people
negatively impacted by these policies. The welfare and imrnigration
reform legislation ignores the harsh realities of individuals who have
to wait until a situation reaches crisis proportion before receiving
assistance. We should take little consolation in knowing that "legal
aliens who lose welrare benefits will not be denied non-cash services
need to protect life and safety, such as access to soup kitchens,
eroergency medical services and child protection" (Associated Press,
1996: A6). The reform policies may reduce welfare spending and
restrict immigration, but a significant outcome is increased vulnerability for a population already ina precarious position. It is the ethical
responsibility of social work professionals to "act to ensure that all

How should social work influence the immigration debate? First by
focusing on education, second by becorning an active player in the
immigration debate, and third by adhering to our professional code
of ethics and social work value-base.
Education must occur at two levels, micro and macro. Schools of
social work are mandated by their accrediting body, the Council on
Social Work Education, to include content on at-risk-populations in
both undergraduate and graduate programs (CSWE, 1994). A 1994
national survey conducted by the Displaced Populations Program of
Howard University indicates that law and anthropology departments
are more likely to offer courses on immigration and refugees than
are schools of social work (Ross-Sherif&amp; Gozdziak, 1995). Educating
social workers about the immigration experience and immigration
policy will not only create awareness about the plight of immigrants
and refugees, but will also provide professionals with a knowledgebase that allows them to be proactive rather than reactive when
dealing with immigration issues.
Current welfare and immigration reform provide social work
professionals a window ofopportunity by allowing for re-exarnination
ofthe profession's stance on immigration, as well as global economic
and social justice issues. The social work education arena is an
excellent place to start that process. Does the profession adopt the
traditional sociological assimilationist model when dealing with
immigrants and refugees, or does it embrace a multicultural perspective? In social work, education and awareness about immigrants
arriving in the United States is of little use unless it is utilized to
bring about positive social change. At the micro level, each social
work professional must become familiar with the recent changes in
welfare and immigration policies. Additionally, social work professionals must educate themselves about pending legislation at the
federal and state level. A proactive stance is required, otherwise the
profession when dealing with immigration concerns will continue
to be reactive.

4

DeEming is atean usedto cowrttheincom.eoftheimmigrant'sspcnsor asif it werethe
immigrant's ín.come in calculating eligibilityfor govemmt'Jlt social serv:ice bmefits.

The social work profession must go beyond packaged policy
statements that sound good, but do nothing to bring about needed

�117

116

change for vulnerable and at-risk-populations. As social work
professionals we must become active players in shaping United States
immigration policy. Using a human rights perspective, social work
needs to step beyond the current debate on immigration that focuses
on the legal and illegal status of individuals, and focus instead on
the needs of the global community. Basic human needs and rights
are not reserved only for those individuals residing as citizens in the
United States. Basic human needs and rights are of global concem.
In the 1990s, we are experiencing economic globalization. The
economic focus ignores other aspects of globalization and it is the
role of the social work profession to identify, highlight, and voice
)hose as~. Social service ~encies provide the context for social
work practlce andas such, social work professionals are in a position
to gather data on the impact of welfare and immigration reform.
Social work is in the unique position to add a human face to the
inunigration debate.
Finally, the immigration debate gives the social work profession the
opportunity to live up to its ideology and value-base by adhering to
the profession's code ofethics. According to the National Association
of Social Workers, social work professionals "should act to prevent
and eliminate discrimination against any person or group on the
basis of race, color, sex, sexual orientation, age, religion, national
origin, marital status, political belief, mental or physical handicap
or any other preference or personal characteristic, condition, or status"
(1990). By systematically excluding individuals from obtaining social
services on the basis of citizenship, social workers in direct violation
of the profession's code of ethics. With the 1996 welfare and
immigration reform legislation, social workers fínd themselves being
asked to become immigration officers. That is, they are now being
asked to enforce imrnigration policies that are aimed at deterring
and restricting immigration to the United States. The ethical dilemma
is clear, what is yet unclear is whether social workers will adopt this
role or chose to adhere to the profession' s ideology and code of ethics,
and "advocate [for] changes in policies and legislation to improve
social conditions and to promote socialjustice" (NASW, 1990).

Conclusion.
It is naive to assume that the movement of human populations will
cease. It is equally naive to assume that denial of government services
will deter the movement of individuals. Allowing immigration to be

defíned as a social problem by the popular media results in policies
that are aimed at maintaining social order. Allowing persons in power
to define immigration as a social problem, results in policies and
mandates that maintain the status quo. Both ofthese dynamics are at
work in the current immigration and welfare debate. Immigration is
a human condition. The strategies developed to address immigration
must be humane. The reality is that it is a multifaceted problem that
needs multifaceted solutions.
Denying social services that meet basic human needs is not consistent
with the social work ideology. There is no easy answer and no
consensus. It is seductive to think that there is 'an' answer. In
summary, the social work profession has an ethical, if not moral
obligation to add its voice to the debate and become an active player
in the development of humane immigration policies. Increased
communication between social work professionals in the United States
and Mexico on immigration issues is critical. New initiatives by
professional social work organizations in both countries to make
immigration a major focus of public policy action are also needed. In
the United States, the National Association of Social Workers, for
example must re-examine and revise its stance on immigration.
Strategies must be developed that assist non-governmental agencies
who are increasingly responsible for social services provision to
individuals whose immigration status excludes them from
participating in federally-funded programs. At all levels, social
workers can be active in redefining the role ofimmigration in today's
world.

References
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Auster, L.
(~~94) "'1:he U.S. must restrict immigration to prevent cultural
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�119

Cole, D.
(1995) "The new know-nothingism: five myths about immigration,''
pp. 67-68 in: John A Kromkowski (Editor), Roce and Ethnic Relations.
Guilford, CN: Dushkin Publishing Group/Brown &amp; Benchmark
Publishers.
Connor, E. (Ed.)

School of Social Work, Washington, DC.
Schaefer, R. T.
(1996) Racial and ethnic groups. New York, NY: Harper Collins
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The Center for Public Policy Priorities

(1985) "Variables that affect the extent and speed of assimilati~n", p.
49 in: Mexican-Americans in Comparative Perspeclive. Washington,
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(1994) The handbook of Accreditation Standards and Procedures.
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Donegan,C.
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(1996) Changes, challenges, choices: An analysis offederal welfare
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Turque, B., Reiss, S. &amp; Liu, M.
(1993, August) "Why our borders are out of control". Newsweek-. 25.
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Zaffiónioi, J.
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Column prepared for press release in ~ e t 21, San Antonio, Texas.

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          <description>An entity responsible for making contributions to the resource</description>
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              <text>Autin, David M., Coeditor</text>
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              <text>Ribeiro Ferreira, Manuel, Coeditor</text>
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          <name>Date</name>
          <description>A point or period of time associated with an event in the lifecycle of the resource</description>
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              <text>01/01/1997</text>
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          <name>Type</name>
          <description>The nature or genre of the resource</description>
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              <text>Revista</text>
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          <name>Format</name>
          <description>The file format, physical medium, or dimensions of the resource</description>
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              <text>tex/pdf</text>
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        <element elementId="43">
          <name>Identifier</name>
          <description>An unambiguous reference to the resource within a given context</description>
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              <text>2016255</text>
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          <name>Source</name>
          <description>A related resource from which the described resource is derived</description>
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              <text>Fondo Universitario</text>
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          </elementTextContainer>
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        <element elementId="44">
          <name>Language</name>
          <description>A language of the resource</description>
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              <text>spa/eng</text>
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        <element elementId="86">
          <name>Spatial Coverage</name>
          <description>Spatial characteristics of the resource.</description>
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              <text>Monterrey, N.L., (México)</text>
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          </elementTextContainer>
        </element>
        <element elementId="68">
          <name>Access Rights</name>
          <description>Information about who can access the resource or an indication of its security status. Access Rights may include information regarding access or restrictions based on privacy, security, or other policies.</description>
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            <elementText elementTextId="396167">
              <text>Universidad Autónoma de Nuevo León</text>
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          <name>Rights Holder</name>
          <description>A person or organization owning or managing rights over the resource.</description>
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            <elementText elementTextId="396168">
              <text>El diseño y los contenidos de La hemeroteca Digital UANL están protegidos por la Ley de derechos de autor, Cap. III. De dominio público. Art. 152. Las obras del dominio público pueden ser libremente utilizadas por cualquier persona, con la sola restricción de respetar los derechos morales de los respectivos autores</text>
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      <name>Chicana</name>
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    <tag tagId="25802">
      <name>Industria maquiladora</name>
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    <tag tagId="7363">
      <name>Industria moderna</name>
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    <tag tagId="14158">
      <name>Industrialización</name>
    </tag>
    <tag tagId="7159">
      <name>Latinos</name>
    </tag>
    <tag tagId="562">
      <name>Mujeres</name>
    </tag>
    <tag tagId="2552">
      <name>Niños</name>
    </tag>
    <tag tagId="9665">
      <name>Trabajo</name>
    </tag>
    <tag tagId="25660">
      <name>Trabajo social</name>
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