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Introduction: Wage Systems and Inequalities in Global History 引言:全球历史上的工资制度和不平等
IF 0.8 2区 历史学 Q1 HISTORY Pub Date : 2025-03-27 DOI: 10.1017/s0020859025000070
Hélder Carvalhal, Jan Lucassen, Judy Z. Stephenson, Pim de Zwart

For two decades, real wage comparisons have been centre stage in global socio-economic history studies of comparative development, offering a tractable – if oversimplified – gauge of living standards. But critics argue that these studies have leaned too heavily on the earnings of male, urban, unskilled, daily wage labourers, overlooking wage disparities between social groups and the mechanics of how wages were paid. This Special Issue attempts to shift the focus to overlooked groups and “wage systems” – the methods behind pay determination – and their role in deepening or mitigating inequality. This introduction attempts a global overview of the long-term developments in real wage studies, highlighting methodological innovations and challenges over recent decades. It also explains how the various articles in this Special Issue, spanning topics from medieval Europe to colonial India, contribute to this field. We argue that wage systems – and the inequalities they breed – played out in ways as varied as history itself, so comparing material living standards across time and space remains a complex calculation. We plead for a two-pronged approach: the continued study of all types of income of all working people, alongside a new focus on the social norms, institutions, and systems that determine the opportunities for individuals to acquire an income. A consolidated bibliography of all references in this Special Issue may help future research.

二十年来,实际工资比较一直是比较发展的全球社会经济历史研究的中心议题,它提供了一种易于处理(尽管过于简化)的生活水平衡量标准。但批评人士认为,这些研究过于关注城市男性、不熟练的日薪劳动者的收入,忽视了社会群体之间的工资差距和工资支付机制。本期特刊试图将焦点转移到被忽视的群体和“工资制度”——决定薪酬背后的方法——以及它们在加深或减轻不平等方面的作用。本引言试图对实际工资研究的长期发展进行全球概述,强调近几十年来方法上的创新和挑战。它还解释了本期特刊中的各种文章如何涵盖从中世纪欧洲到殖民地印度的主题,为这一领域做出贡献。我们认为,工资制度——以及由此产生的不平等——与历史本身一样,以各种不同的方式发挥着作用,因此,跨时间和空间比较物质生活水平仍然是一项复杂的计算。我们呼吁采取双管齐下的方法:继续研究所有劳动人民的所有类型的收入,同时重新关注决定个人获得收入机会的社会规范、制度和系统。本特刊中所有参考文献的综合参考书目可能有助于未来的研究。
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引用次数: 0
So Rich, So Poor: Household Income and Consumption in Urban Spain in the Early Twentieth Century (Zaragoza, 1924) 《如此富裕,如此贫穷:二十世纪初西班牙城市的家庭收入与消费》(萨拉戈萨,1924)
IF 0.8 2区 历史学 Q1 HISTORY Pub Date : 2025-03-21 DOI: 10.1017/s0020859025000069
Francisco J. Marco-Gracia, Pablo Delgado
Studies on household income and consumption in Southern Europe have primarily focused on rural areas and factory workers. In this study, we aim to incorporate evidence of household income, considering the earnings of all household members and not just the male wage, using the population list of Zaragoza (Spain) from 1924. This population list is the first (and the last) to systematically record the wages of all citizens regardless of their family role or age. Our results confirm that, in 1924, most working-class households still required the labour of women and/or children to meet basic consumption needs (on average, they contributed nearly sixty per cent of the household income). Based on different food consumption baskets, the results also show that, with household income, the majority of working-class families could afford a basic consumption basket but not a nutritionally more complete basket.
关于南欧家庭收入和消费的研究主要集中在农村地区和工厂工人。在这项研究中,我们的目标是纳入家庭收入的证据,考虑到所有家庭成员的收入,而不仅仅是男性的工资,使用萨拉戈萨(西班牙)1924年的人口名单。这份人口名单是第一个(也是最后一个)系统地记录所有公民的工资,而不考虑他们的家庭角色或年龄。我们的研究结果证实,在1924年,大多数工人阶级家庭仍然需要妇女和/或儿童的劳动来满足基本的消费需求(平均而言,他们贡献了家庭收入的近60%)。根据不同的食品消费篮子,结果还表明,以家庭收入,大多数工薪阶层家庭可以负担得起基本的消费篮子,但不能负担得起营养更全面的篮子。
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引用次数: 0
Living Standards and Development Paths: Factory Systems and Job Quality during US Industrialization, 1790–1840 生活水平与发展路径:美国工业化时期的工厂制度与工作质量,1790-1840
IF 0.8 2区 历史学 Q1 HISTORY Pub Date : 2025-03-17 DOI: 10.1017/s0020859025000033
Benjamin Schneider
Differences between models of industrialization are increasingly recognized as an important element of global economic history, and the quality of jobs is receiving new interest as a better indicator of living standards than income alone. This paper considers the implications of historical development models for job quality using the spinning section of textile manufacture in the early United States as a case study. The three factory systems that originated in Rhode Island, Massachusetts, and around Philadelphia varied in technical choice, management practices, and establishment size, and exhibited heterogeneity in components of job quality. The paper uses quantitative evidence, including more than 2000 observations of early industrial workers’ wages, qualitative material from government investigations, worker letters, and company correspondence, and the Historical Job Quality Indicators to analyse work quality for spinning workers and to explore variation between the three industrial models. Workers in the more competitive Philadelphia model had lower real earnings, less job security, and higher work intensity than employees of the paternalistic Massachusetts mills. The paper highlights the importance of considering variation by location when evaluating historical living standards and the implications of industrialization strategies for quality of life.
工业化模式之间的差异日益被认为是全球经济史上的一个重要因素,而工作质量作为比单独的收入更能反映生活水平的指标正受到新的关注。本文以美国早期纺织业的纺纱部门为例,探讨了历史发展模式对工作质量的影响。这三种工厂体系起源于罗德岛州、马萨诸塞州和费城附近,在技术选择、管理实践和工厂规模上各不相同,在工作质量的组成部分上也表现出异质性。本文使用定量证据,包括2000多个早期产业工人工资的观察,来自政府调查、工人信件和公司信件的定性材料,以及历史工作质量指标,来分析纺纱工人的工作质量,并探讨三种工业模型之间的差异。在竞争更激烈的费城模式下,工人的实际收入较低,工作保障较差,工作强度高于家长式作风的马萨诸塞州工厂。本文强调了在评估历史生活水平和工业化战略对生活质量的影响时考虑地理位置变化的重要性。
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引用次数: 0
Wages, Gender, and Coercion: Socio-Economic Stratification and Labour Practices among the Khoe in Early Nineteenth-Century Cape Colony 工资、性别和强迫:19世纪早期开普殖民地霍伊人的社会经济分层和劳动实践
IF 0.8 2区 历史学 Q1 HISTORY Pub Date : 2025-03-13 DOI: 10.1017/s0020859025000082
Calumet Links, Erik Green

This study investigates the wages and labour contracts of Khoe workers in Graaff Reinet, a district on the Cape Colony's eastern frontier in the early nineteenth century. Using wage registers from 1801 to 1810, we offer the first individual-level analysis of wages for both male and female Khoe workers, examining payment forms, socio-economic stratification, and gendered wage dynamics. The findings highlight a persistently high reliance on in-kind payments – aligned with the pastoral economy and cultural preferences of the Khoe – but reveal a gradual shift towards cash wages, driven by the colonial administration's efforts to reduce labour coercion. Gender disparities emerge as a critical theme, with female labourers experiencing higher wage inequality and receiving a larger proportion of in-kind wages. The analysis underscores the intersection of colonial economic policies, labour practices, and social inequalities, challenging aggregate approaches to understanding inequality and living standards in colonial Africa. These insights expand our knowledge of coercive labour systems and frontier economies.

本研究调查了19世纪初开普殖民地东部边境地区Graaff Reinet的Khoe工人的工资和劳动合同。利用1801年至1810年的工资登记簿,我们首次对男性和女性霍伊工人的工资进行了个人层面的分析,考察了支付形式、社会经济分层和性别工资动态。调查结果突显了对实物支付的持续高度依赖——这与科埃人的田园经济和文化偏好相一致——但也揭示出,在殖民政府努力减少劳动胁迫的推动下,现金工资正逐渐转变。性别差异成为一个关键主题,女性劳动者的工资差距更大,获得的实物工资比例更大。该分析强调了殖民地经济政策、劳工实践和社会不平等的交叉点,对理解殖民地非洲不平等和生活水平的综合方法提出了挑战。这些见解扩展了我们对强制劳动制度和前沿经济的认识。
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引用次数: 0
An Apology for Unreal Wages: Building Labourers and Living Standards in the Southern Low Countries (1290–1560) 为虚幻工资道歉:南方低地国家的建筑工人和生活水平(1290-1560)
IF 0.8 2区 历史学 Q1 HISTORY Pub Date : 2025-02-27 DOI: 10.1017/s0020859025000045
Sam Geens, Bruno Blondé
Although real wages have long been a cornerstone of our understanding of the premodern economy, in recent years historians have become sceptical about their usefulness as a proxy for living standards. One of the main concerns is that, before industrialization, most households did not depend on wages but were self-employed. This article therefore proposes a new methodology to test the representativeness of real wage series for the general population by comparing changes in the purchasing power of builders’ wages with the relative position of building labourers in tax lists. Not surprisingly, it confirms their exceptional position, which evolved according to remuneration. Instead of disregarding the unreal wages, the methodology shows a promising path forward. The relationship between changes in wage income and the relative position in fiscal sources can be exploited to identify other groups who were or became dependent on this type of labour. Accordingly, it holds the potential to retrace shifts in the functional distribution of income and the wage systems for different groups in the premodern economy.
尽管实际工资长期以来一直是我们了解前现代经济的基石,但近年来,历史学家对实际工资作为生活水平的替代物是否有用产生了怀疑。其中一个主要问题是,在工业化之前,大多数家庭并不依赖工资,而是自营职业。因此,本文提出了一种新的方法,通过比较建筑工人工资购买力的变化和建筑工人在纳税名单中的相对地位,来检验实际工资序列对一般人口的代表性。不出所料,该方法证实了他们的特殊地位,这种地位是根据薪酬变化而变化的。该方法并没有忽略不真实的工资,而是指出了一条有希望的前进道路。可以利用工资收入的变化与财政来源中的相对地位之间的关系来确定曾经或后来依赖于这类劳动的其他群体。因此,它有可能追溯前现代经济中不同群体的收入功能分配和工资制度的变化。
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引用次数: 0
Wage Determination and Employer Power in the Labour Market for Servants: Evidence from England and Wales, 1780–1834 仆人劳动力市场中的工资决定和雇主权力:来自英格兰和威尔士的证据,1780-1834
IF 0.8 2区 历史学 Q1 HISTORY Pub Date : 2025-02-20 DOI: 10.1017/s0020859024000944
Moritz Kaiser

This paper investigates the labour market for female servants in England and Wales between 1780 and 1834, using previously unexplored archival materials alongside qualitative sources. After introducing the dataset, the study provides a micro-level analysis of wage determinants and traces the sources and evolution of employer market power. The findings show that real wages fell substantially during the early decades of the nineteenth century and stagnated throughout the period from 1780 to 1834. Amid rising cost-of-living pressures in the early 1800s, declining real wages were accompanied by increased nominal wage bunching, suggesting greater employer market power. These trends are contextualized with insights from servants’ autobiographies and household manuals. The combined quantitative and qualitative evidence suggests that service labour markets were highly localized, employers coordinated wage-setting and working conditions, and servants faced barriers to job mobility due to living in tied housing, difficulties in recovering unpaid wages, and the critical role of character references. The results indicate that employers in the largest segment of the labour market had considerable wage-setting power, which intensified during the early years of industrialization.

本文调查了1780年至1834年间英格兰和威尔士的女仆劳动力市场,使用了以前未开发的档案材料以及定性来源。在引入数据集之后,该研究对工资决定因素进行了微观层面的分析,并追溯了雇主市场力量的来源和演变。研究结果表明,实际工资在19世纪最初几十年大幅下降,并在1780年至1834年期间停滞不前。在19世纪初生活成本压力不断上升的情况下,实际工资的下降伴随着名义工资的增加,这表明雇主的市场影响力更大。这些趋势与仆人自传和家庭手册的见解相结合。定量和定性结合的证据表明,服务业劳动力市场高度本地化,雇主协调工资设定和工作条件,仆人因居住在捆绑住房中、难以收回未付工资以及性格推荐信的关键作用而面临工作流动障碍。结果表明,劳动力市场最大部分的雇主具有相当大的工资制定权力,这种权力在工业化的最初几年得到加强。
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引用次数: 0
“The Very Soul Must Be Held in Bondage!”: Alice Victoria Kinloch's Critical Examination of South Africa's Diamond-Mining Compounds “灵魂必须被束缚!”: Alice Victoria Kinloch对南非钻石开采化合物的批判性考察
IF 0.8 2区 历史学 Q1 HISTORY Pub Date : 2025-01-21 DOI: 10.1017/s002085902400097x
Rafael de Azevedo, Tijl Vanneste

This article focuses on the intellectual efforts made by a South African activist named Alice Kinloch, one of the first people to openly criticize the violence perpetrated against black mineworkers in Kimberley's compound system, at the end of nineteenth century. In the first section, we focus on Alice Kinloch's early life, her involvement in early Pan-Africanism in Britain, and the beginning of her efforts to denounce the compound system. In section two, we shift our analysis to the interaction between missionaries working in the compounds, and the colonialist discourse on “civilizing the natives”. As representatives of the Christian faith, in which Alice Kinloch also was brought up, missionaries play a central role in her critique, which takes aim at their collaboration, as Christians, with a system of racist violence that, in Kinloch's eyes, had nothing to do with the “civilization” it claimed to bring. The conclusions Alice Kinloch drew on observing the compound system were published in Manchester in 1897. In the third section we dive into her pamphlet Are South African Diamonds Worth Their Cost?, in which she condemned the hypocrisy inherent in the compound system and laments its effects on the black mineworkers subjected to a horrible regime.

19世纪末,南非社会活动家爱丽丝·金洛克(Alice Kinloch)是最早公开批评金伯利复合制度中对黑人矿工的暴力行为的人之一。在第一部分中,我们关注爱丽丝·金洛克的早年生活,她对英国早期泛非主义的参与,以及她开始谴责复合体制的努力。在第二部分中,我们将分析转向在建筑群中工作的传教士与殖民主义者关于“教化土著”的话语之间的相互作用。作为基督教信仰的代表,传教士在她的批判中扮演了核心角色,她的批判瞄准了他们作为基督徒与种族主义暴力系统的合作,在金洛克看来,这种系统与它声称带来的“文明”毫无关系。1897年,Alice Kinloch通过观察这个复合系统得出的结论在曼彻斯特发表。在第三部分,我们将深入研究她的小册子《南非钻石物有所值吗?》在文中,她谴责了复合体制中固有的虚伪,并哀叹它对遭受可怕政权统治的黑人矿工的影响。
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引用次数: 0
Antwerp's Joys: Diamonds, Jewish Immigrant Workers, and Labour Organization in the Interwar Period 安特卫普的欢乐:两次世界大战期间的钻石、犹太移民工人和劳工组织
IF 0.8 2区 历史学 Q1 HISTORY Pub Date : 2025-01-13 DOI: 10.1017/s0020859024000968
Janiv Stamberger

In the 1920s, Eastern European Jewish immigrants settled in Antwerp and became economically active in the diamond industry. While historians have focused on the role of Jewish commerce and the development of the diamond industry in Antwerp, the role of Jewish labour has been paid only scant attention. The current article focuses on the specific economic position of Eastern European Jewish immigrant diamond workers in Antwerp. It sheds light on the social and working conditions under which Jewish immigrants laboured. The reaction of Belgian diamond workers and their union towards the arrival of Jewish immigrants in the industry is also discussed. Special interest is accorded to the attempts of Jewish political parties and the Diamantbewerkersbond van België (ADB, General Diamond Workers Union of Belgium) to unionize the new arrivals. In this way, the article aims to contribute to a better understanding of the dynamics between immigrant labour, union organization, and (imported) political ideologies in the attempts to integrate foreign workers within the industry.

20世纪20年代,东欧犹太移民在安特卫普定居,并在钻石工业中变得活跃起来。虽然历史学家一直关注犹太商业的作用和安特卫普钻石工业的发展,但犹太劳工的作用却很少受到关注。目前的文章主要关注安特卫普东欧犹太移民钻石工人的具体经济地位。它揭示了犹太移民所处的社会和工作条件。文章还讨论了比利时钻石工人及其工会对犹太移民进入钻石行业的反应。特别值得注意的是,犹太政党和比利时钻石工人总工会België (ADB, Diamond General Workers Union of Belgium)试图将新来的人联合起来。通过这种方式,本文旨在有助于更好地理解移民劳工,工会组织和(进口的)政治意识形态之间的动态,试图将外国工人融入该行业。
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引用次数: 0
In-kind Wages: Understanding Workers’ Strategies to Cope with Inflation and Poverty 实物工资:理解工人应对通货膨胀和贫困的策略
IF 0.8 2区 历史学 Q1 HISTORY Pub Date : 2024-12-30 DOI: 10.1017/s0020859024000610
Carmen Sarasúa

Although non-monetary benefits remain an important component of most workers’ wages in today's industrial economies, development economists and economic historians tend to view such payments as a remnant of older, obsolete labour regimes. But when in-kind wages are assumed to be exploitative, an outcome of market inefficiencies, or simply the result of limited supply of coinage, their actual economic functions can be obscured. Once we drop the constraints imposed by such assumptions and look at the historical evidence, we are forced to confront the possibility that workers actually used them to their advantage.

In this article, I analyse how in-kind wages functioned in certain historical contexts, and conclude that available explanations are far too limited. As the historical cases studied show, the different forms of in-kind payments must be examined because those forms – not just overall wage levels – helped determine labour supply, social and occupational mobility, and even capital formation.

The goods and services that made up in-kind payments also provide a fuller understanding of gender wage gaps. Non-monetary wages gave workers options that cash wages did not, and so created and reproduced fundamental inequalities among different groups.

尽管在今天的工业经济中,非货币福利仍然是大多数工人工资的重要组成部分,但发展经济学家和经济历史学家倾向于将这种支付视为旧的、过时的劳动制度的残余。但是,当假定实物工资具有剥削性,是市场效率低下的结果,或者仅仅是货币供应有限的结果时,它们的实际经济功能就会被模糊。一旦我们抛开这些假设所带来的限制,看看历史证据,我们就不得不面对这样一种可能性:工人们实际上利用了这些假设来为自己谋取利益。在本文中,我分析了实物工资在特定历史背景下的作用,并得出结论,现有的解释太有限了。正如所研究的历史案例所表明的那样,必须研究不同形式的实物支付,因为这些形式——而不仅仅是总体工资水平——有助于决定劳动力供应、社会和职业流动性,甚至资本形成。构成实物支付的商品和服务也提供了对性别工资差距的更全面了解。非货币性工资为工人提供了现金工资所没有的选择,因此在不同群体之间创造并再现了根本的不平等。
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引用次数: 0
The History of Trade Unionism and Working Class Politics as Social Movement History: Three Volumes on the Nordic Countries 作为社会运动史的《工会主义和工人阶级政治史》:北欧国家三卷
IF 0.8 2区 历史学 Q1 HISTORY Pub Date : 2024-11-27 DOI: 10.1017/s0020859024000634
Ad Knotter

In the past twenty years or so, the Nordic countries (Denmark, Norway, Sweden, Finland, and Iceland) have seen a “renewal” in labour history. Thanks to exchanges outside the Nordic sphere and the “global turn” in labour history, new questions have been raised and topics addressed. Increased attention has been paid to the variations of labour and labour relations (including coerced labour), to working lives and the workplace, and to gender. The studies under review in this essay testify to the ongoing evolution of labour movement history in the Nordic countries in recent years.

在过去的二十多年里,北欧国家(丹麦、挪威、瑞典、芬兰和冰岛)的劳工史出现了 "复兴"。由于北欧范围以外的交流和劳工史的 "全球转向",提出了新的问题,探讨了新的课题。劳动和劳动关系(包括强迫劳动)的变化、工作生活和工作场所以及性别问题受到了更多关注。本文回顾的研究证明了近年来北欧国家劳工运动史的不断演变。
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引用次数: 0
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International Review of Social History
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