Abstract
This article presents an analysis of the concept of disability in Amartya Sen’s capabilities and functionings approach in the context of Information and Communication Technologies (ICT). Following a critical review of the concept of disability—from its traditional interpretation as an essentially medical concept to its later interpretation as a socially constructed category—we will introduce the concept of functional diversity. The importance of human diversity in the capabilities and functionings approach calls for incorporating this concept into the analysis of well-being and quality of life in persons with disability—aspects in which ICT currently plays a major role. When one contemplates these technologies, it becomes clear that factors such as accessibility, design for all, and user participation in development and implementation processes are key strategies in promoting equal rights and equal opportunity for persons with disability in the different environments of the information society.
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Notes
Sen (1999, pp. 29–33) explains that, if everyone were exactly the same, equality in any given sphere (income, for example) would be consistent with equality in other spheres (health, well-being, or happiness, for example). One upshot of human diversity is that equality in a particular sphere usually goes hand in hand with inequality in various other spheres. Inequality in some spheres is justified by the fact that there is equality in some other sphere that, from an ethical point of view, is considered more basic. The equality considered to be ‘more basic’ would be put forward as a logical rationalization for the inequalities present in the other spheres. See also, Sen (1979, pp. 202, 215, 219).
If we compare, for example, the situation of someone who is starving with that of someone who is fasting, from the standpoint of functionings (perspective 1), there is no difference—both persons are in the same state of food deprivation. When we compare these two states from the standpoint of freedom (perspective 2), however, then the fundamental difference surfaces: the first person has no choice but to be starving while the second person has freely chosen to be fasting, and the obvious result is that the first person is at a disadvantage with respect to the second person.
In the same example, as a functioning, ‘fasting’ does not mean simply ‘being hungry’ but rather ‘choosing to be hungry and doing it’ when one has other possible alternatives. Likewise, choosing to live a lifestyle (perspective 2) is not exactly the same as simply living that lifestyle (perspective 1) without considering how one arrived at that lifestyle; well-being hinges on how that came to be the person’s lifestyle (Sen 1999, p. 65). The difference between these two perspectives is clearly exemplified if one contemplates, on the one hand, the possible measure of well-being a person with disability can achieve through the intervention strategies of the medical model and, on the other hand, the personal autonomy and freedom of choice that are promoted through the emancipating practices of the independent living movement that are incorporated in the social model.
There is room for disagreement, obviously, as to what functionings are valuable. Instead of viewing this as a disadvantage, however, Sen believes that room for disagreement is something to be appreciated. This is because the capability approach does not attempt to provide a decisive, computer-programmable method; rather, it tries to reflect upon what functionings are part of the concept of ‘a good life’ in our culture and others and, in addition, to investigate what real freedom various groups of people have to achieve these valuable functionings (Putnam 2004).
The Convention is the twenty-first century’s first international treaty. In its 50 Articles, it assembles the principles that govern its application; the rights designed to protect and promote freedom, equality, and dignity for persons with disability, and the obligations of countries that adopt it, under which States are required to work toward establishing non-discrimination measures and policies such as adapting their legal codes to the Convention content.
According to the 2001 UNESCO report (2001, p. 3) on ethics in the information society: “Values affect the shape of technologies and thus, even when describing technical features of systems and devices, one needs to pay attention to values.”
In this sense, a major effort was made to address this issue at the World Conference on Science, convened by UNESCO and the International Council for Science (ICSU) and held in Budapest in June and July of 1999. The event closed with approval of the Declaration on Science and the Use of Scientific Knowledge. The objective of both the Conference and the Declaration was to articulate and reach a consensus on a new social contract for science. Of special importance to the subject we are addressing in this section is Article 42 of this Declaration, which states the need to resolve the difficulties that obstacles still present for the so-called “disadvantaged groups” and that hinder their full and effective participation in science and technology—and persons with disability are expressly included in these groups. In the same regard, the following Articles of the Declaration are also relevant: Article 25 “that there are barriers which have precluded the full participation of other groups, of both sexes, including disabled people […]”, and Article 34 “Special attention still needs to be given to marginalized groups. It is more than ever necessary to develop and expand science literacy in all cultures and all sectors of society […]”.
For a person who uses a wheelchair, for example, an ‘accessible’ elevator must have a door of sufficient width and buttons placed at an appropriate height so this person can use them; for a person who is visually impaired, the same elevator should have its buttons labeled in Braille and an auditory indicator for the different floors; for a person with intellectual disability, it should incorporate easy-to-understand, adapted pictograms; and, for a person with a hearing deficit, there would have to be illuminated signage, information in sign language, and so forth. If all of these elements are present, then it could be said that this elevator is accessible to the group of users that were taken into consideration.
Interest in the universal design concept expanded in the 1990s—above all, in the area of industrial design (Mace et al. 1991). Architect Ron Mace asked a group of designers and attorneys to develop a set of principles, known as the “seven principles of universal design,” to provide designers with a guide to design features that facilitate integration of the needs of as many users as possible (Center for Universal Design 1997).
With a view to taking into consideration the very diverse characteristics and expectations of different groups of people, the designing of products and services should be as participatory as possible so that people and groups with very different and perhaps contradictory perspectives may have an influence on all facets of the development of these products and services as well as the situations in which they are used (Googin and Newell 2003, p. 150; Clarkson et al. 2003).
In this regard, the Stockholm Declaration (2004) of the European Institute for Design and Disability (EIDD) states: “Design for All aims to enable all people to have equal opportunities to participate in every aspect of society. To achieve this, the built environment, everyday objects, services, culture and information, in short, everything that is designed and made by people to be used by people, must be accessible, convenient for everyone in society to use and responsive to evolving human diversity.”
It would definitely be appropriate to protect and guarantee such expression, given that any person’s current functional abilities will deteriorate over time, and having access to alternative ways of functioning will be of vital importance in those cases.
There is no reason why technological development and innovation should remain solely in the hands of manufacturers and companies’ R&D departments. Moreover, active user participation represents a source of innovation (von Hippel 1988). Some users, especially the so-called ‘lead users’ (von Hippel 2005), conceive of possible advancements and improvements in the design phase that can be implemented and tested.
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This article is a result of the research project “Filosofía de las tecnociencias sociales y humanas” (FFI2008-03599) of the Spanish R&D Plan 2009–2011, and the CSIC Intramural project “Discapacidad, envejecimiento y calidad de vida” (200810I218).
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Toboso, M. Rethinking disability in Amartya Sen’s approach: ICT and equality of opportunity. Ethics Inf Technol 13, 107–118 (2011). https://doi.org/10.1007/s10676-010-9254-2
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DOI: https://doi.org/10.1007/s10676-010-9254-2