Quantitative Storytelling in the Making of a Composite Indicator

The reasons for and against composite indicators are briefly reviewed, as well as the available theories for their construction. After noting the strong normative dimension of these measures—which ultimately aim to ‘tell a story’, e.g. to promote the social discovery of a particular phenomenon, we inquire whether a less partisan use of a composite indicator can be proposed by allowing more latitude in the framing of its construction. We thus explore whether a composite indicator can be built to tell ‘more than one story’ and test this in practical contexts. These include measures used in convergence analysis in the field of cohesion policies and a recent case involving the World Bank’s Doing Business Index. Our experiments are built to imagine different constituencies and stakeholders who agree on the use of evidence and of statistical information while differing on the interpretation of what is relevant and vital.

     

Explaining Accessibility and Satisfaction Related to Healthcare: A Mixed-Methods Approach

Accessibility and satisfaction related to healthcare services are conceived as multidimensional concepts. These concepts can be studied using objective and subjective measures. In this study, we created two indices: a composite healthcare accessibility index (CHCA) and a composite healthcare satisfaction index (CHCS). To calculate the CHCA index we used three indicators based on three components of multidimensional healthcare accessibility: availability, acceptability and accessibility. In the indicator based on the component of accessibility, we included an innovative perceived time-decay parameter. The three indicators of the CHCA index were weighted through the application of a principal components analysis. To calculate the CHCS index, we used three indicators: the waiting time after the patient arrives at the healthcare service, the quality of the healthcare, and the healthcare service supply. These three indicators making up the CHCA index were weighted by applying an analytical hierarchy process. Three kinds of regressions were subsequently applied in order to explain the CHCA and CHCS indices: namely the Linear Least Squares, Ordinal Logistic, and Random Forests regressions. In these regressions, we used different independent social and health-related variables. These variables represented the predisposing, enabling, and need factors of people´s behaviors related to healthcare. All the calculations were applied to a study area: the city of Quito, Ecuador. Results showed that there are health-related inequalities in regard to healthcare accessibility and healthcare satisfaction in our study area. We also identified specific social factors that explained the indices developed. The present work is a mixed-methods approach to evaluate multidimensional healthcare accessibility and healthcare satisfaction, incorporating a pluralistic perspective, as well as a multidisciplinary framework. The results obtained can also be considered as tools for healthcare and urban planners, for more integrative social analyses that can improve the quality of life in urban residents.     

Application of the “Benefit-Of-the-Doubt” Approach for the Construction of a Digital Access Indicator: A Revaluation of the “Digital Access Index”

The use of composite indicators as a tool for ranking and making decisions is ever increasing in a world marked by the inequalities and competition in all domains. However, the dependence of countries ranking on the weighing scheme used to aggregate individual indices or sub-indicators, most of the time set by experts/stakeholders may weaken the credibility of composite indicators. One method which is able to overcome these limits is the “Data Envelopment Analysis” approach, particularly named “Benefit-Of-the-Doubt” in the context of composite indicators’ construction. We propose a revaluation of the Digital Access Index given that Information technology is the most important factor driving improvement in a wide array of areas critical for the quality of life for individuals as well as societies. We have shown that this method is more suitable for identifying trends and drawing attention to particular issues and also for setting policy priorities. In fact, the weights of the individual indices, used to compute the composite indicators are based on the data itself and are proper for the country under consideration. These weights contain adequate information in order to help policy-makers to better understand the nature of the new innovation economy and the types of public policies needed to drive innovation, productivity and broad-based prosperity for its citizens.     

Measuring World Better Life Frontier: A Composite Indicator for OECD Better Life Index

The OECD Better Life initiative recently released a comprehensive set of 11 indicators of well-being covering a group of countries. Each individual indicator corresponds to a key topic that is essential to well-being. However, the problem of aggregating them is left to users of this dataset. Using these as individual indicators, we propose a composite indicator of overall well-being, which is intended to measure the performance of each country in terms of providing well-being to its people. The ‘benefit of the doubt’ approach (BOD), a well-known aggregation tool based on a weighed sum, assigns the most favourable weights for each entity under investigation. BOD may also be considered to evaluate the performance of each entity in terms of its efficiency. Regarding individual indicators as outputs, it constructs the benchmark production frontier from observed individual indicators. A composite indicator based on BOD equals the distance between each entity’s individual indicator and the production frontier, indicating its efficiency. It is widely considered that the well-being of a country’s people stems from its productive base, which is characterized by capital assets and social infrastructures. Thus, the productive base can be considered the input used to produce well-being, which is reflected by individual indicators. Therefore, when we apply BOD to aggregate individual well-being indicators across countries, we implicitly assume that all countries have the same productive base, as BOD addresses only the output and neglects the input. This inaccurate assumption leads to a distorted performance measure. Data envelopment analysis (DEA), in which BOD has its roots, is a tool to measure the efficiency of each entity by allowing for differences in inputs as well as outputs across entities. DEA also measures efficiency by using the distance to the production frontier; however, unlike BOD, DEA constructs the production frontier more accurately by utilizing the information of inputs as well as outputs, leading to a better performance measure. We apply DEA to aggregate 11 individual well-being indicators into a composite indicator using the World Bank’s estimates of each country’s productive base. The composite indicator based on BOD is distributed similarly to and is highly correlated with the existing Human Development Indicator (HDI). It is also positively correlated with GDP per capita. On the other hand, we show that the composite indicator based on DEA is negatively correlated with HDI as well as GDP per capita.     

Cross-Sectional and Longitudinal Associations of Categories of Physical Activities with Dimensions of Subjective Well-Being in Taiwanese Older Adults

Physical activity takes place in different social contexts such as leisure, home, and work. However, the differential associations of these distinct categories of activity with aspects of well-being have rarely been investigated. This study was designed to estimate independent associations of (a) leisure-time, (b) domestic and (c) work-related physical activities with subjective well-being in older adults. A cross-sectional survey was conducted in 2009 with 2,295 community-dwelling older adults aged 65 or older in Kaohsiung, Taiwan. Among them, 307 participants were selected for a 3-year follow-up study in 2012. The results based on cross-sectional and longitudinal analyses demonstrated that leisure-time physical activity, after multivariate adjustment, was positively associated with five dimensions of well-being, including ‘physical’, ‘psychological’, ‘independence’, ‘learning and growth’, and ‘social’ well-being. Household physical activity was positively associated only with ‘social’ well-being. Occupational physical activity was not related to any dimension of well-being. The study suggests that associations between physical activity and dimensions of subjective well-being during later life are dependent on the social context in which the activity takes place. This study indicates that physical activity taken as leisure has greatest potential to enhance the quality of life of older adults.     

Toward a comprehensive ‘quality-of-life’ index

Any attempt to construct an overall measure of the quality-of-life (“QOL”) of a community, population group, or larger society must inevitably confront the critical obstacle posed by the absence of a common numéraire. The diverse elements that significantly affect the “QOL” of individuals and social groups are each subject, at least in principle, to some form of measurement, but no satisfactory method has yet been devised whereby these different measurements could be reduced to a single metric.The construct that is developed in this paper cannot claim to have overcome this fundamental problem; nor does it settle the equally basic difficulties relating to what specific indicators to include in the composite construct, and how to weigh their individual values. However, it illustrates one possible approach toward the development of a summary index value that provides some insight into both direction (“favorable” or “unfavorable”) and magnitude of observed year-to-year changes in a selected number of fairly representative socioeconomic indicators for which measures were available for the United States annually from 1969 to the present. The information provided by this index lacks explanatory power, but examination of the components of the observed changes in the index does yield some useful insight into the relative contribution of changes in different “areas of concern” to the overall changes observed in the “QOL” in the United States during the 1969–1985 period.     

Using Ranked Weights and Acceptability Analysis to Construct Composite Indicators: A Case Study of Regional Sustainable Society Index

A variety of published composite indicators, i.e., Energy Trilemma Index and Sustainable Society Index, are commonly aggregated with equal weights. However, this plausible scheme is criticized as eclecticism and ignores the discriminating power of the different indicators. Differing from the traditional methods that assign weights to each indicator for the purpose of aggregation, this paper proposes a new mechanism to construct composite indicators using ranked weights and stochastic multicriteria acceptability analysis. More specifically, this study comprehensively consider all possible preferences among the indicators. Under each preference, we develop a sophisticated mathematical transformation to calculate the least and most favorable scores of each entity, which formulates the lower and upper bounds of the intervals. Then an interval decision matrix, alternatively described as a stochastic decision problem, is formulated to construct the composite indicators. Holistic acceptability indices are generated and regarded as a new composite indicator, which is capable of providing a comprehensive and robust composite indicator with more discriminating power. We apply the proposed method to modify the regional sustainable society index and present the obtained results and comparisons.     

Seeking Construct Validity in Interpersonal Trust Research: A Proposal on Linking Theory and Survey Measures

This paper highlights the under-emphasised connection between theoretical conceptualisations and empirical operationalisations in the field of trust research. The paper proposes a matching of specific surveys measures with conceptualisations in order to work towards a more theoretically-informed empirical study of interpersonal trust. The work examines five widely-used survey measures of trust, and considers whether they are likely to operationalise conceptualisations of trust that are broadly more ‘strategic’ or more ‘moralistic’ in nature. It is argued that these trust questions, which are frequently used interchangeably, are likely to differ substantially from each other in terms of their conceptual underpinnings. This expectation is tested by examining the association between interpersonal trust and gender across seven UK social surveys. Findings indicate that the trust questions indeed have different associations with gender, providing support for the idea that some questions map more closely onto ‘strategic’ conceptualisations of trust, whilst others map more closely onto ‘moralistic’ conceptualisations. Implications of these findings are explored in the context of the search for construct validity in trust research.     

Some neglected social indicators

The attention now being given in the social sciences to time series indicators that measure the ‘Social Health’ of the nation is a most welcome development. Too often, sweeping claims of social change have very little hard supporting evidence. The new trend indicators offer the opportunity for more rigorous analysis of diverse subjects than is often employed in the ‘soft sciences’. Public opinion indicators show a decline in favor for U.S. business which has resulted in Congressional legislation of business, labor reform, restrictions on the environment, consumerism, and inflation. More restrictions can be expected if the social indicators are correct. Political indicators tell us that Republican party loyalty and allegiance have steadily declined since the 1950s and perhaps the ‘emerging Republican majority’ is merely a myth. There are vast implications to be derived from indicators that show the birth rate nearing zero population growth; religion steadily losing influence in America over the past 30 years; and, the youth are far more sober than the rebellious few who draw mass media attention. Social indicators have been very predictive of the future but largely ignored. A clearinghouse is needed to systematically monitor existing social indicators to avoid waste, duplication and downright reglect of important information.     

The Development of the Good Relations Measurement Framework in Britain: A Template for Experiential Social Measurement

This article explores the development of the Good Relations Measurement Framework (GRMF), the first attempt in Britain to create a framework designed to measure how people experience their lives, specifically in relation to their interactions with each other. It provides a reference point for others seeking to construct social indicator measurement frameworks which capture the experiential in the social policy field. In a wider sense, it provides a case study of the use of social indicators within the policy process in the modern polity. The overall objective of the GRMF is to measure the state of Good Relations in Britain. Seven key areas emerged as being crucial for the development of measurement frameworks during the construction of the GRMF. Firstly, a decision has to be taken about the extent to which social measurement frameworks are confined to measurement only or are to have a normative element. Secondly, a working definition of the subject area is needed early in the process. Thirdly, an element of consultation with the public is important. A fourth issue relates to the practical method of construction through the use of ‘long lists’ of potential indicators, and finding a balance between an ‘ideal’ list of potential indicators emerging from public consultation and a second list of existing indicators drawn from existing surveys. A fifth issue relates to the availability of social indicator data at an appropriate geographical level. A sixth issue is that social indicators drawn from different surveys are not always comparable. A final factor is that while quantitative indicators are useful as a tool of social measurement, qualitative research adds a further dimension which is especially important in particular circumstances.     

Confidence in selected institutions in 1975: An attempt at replication across two national surveys

A comparison of responses to four attitudinal items included in two national surveys reveals significant differences between surveys in the marginal distributions of all four items. These discrepancies are attributed to differences in survey ‘context’ (i.e., the nature of the questions which preceded the items of interest in the interview schedules). Despite the differences in marginal distributions, however, the four items showed identical relationships in both surveys to five background characteristics of respondents in 18 of 20 tests. Although the generalizability of these findings to other attitudinal items is an open question, they do suggest the inadvisability of combining data collected in surveys using markedly different interview schedules into a time series of subjective social indicators. Contextual effects are apparently less critical in cross-sectional analyses of survey data.     

The Relationship Between EU Indicators of Persistent and Current Poverty

The current poverty rate and the persistent poverty rate are both included in the European Union’s (EU's) portfolio of primary indicators of social inclusion. We show that there is a near-linear relationship between these two indicators across EU countries drawing on empirical analysis of EU-SILC and ECHP data. Using a prototypical model of poverty dynamics, we explain how the near-linear relationship arises and show how the model can be used to predict persistent poverty rates from current poverty information. In the light of the results, we discuss whether the EU's persistent poverty measure and the design of EU-SILC longitudinal data collection require modification.     

Social Cohesion and the Labour Market: Societal Regimes of Civic Attitudes and Labour Market Regimes

The aim of this paper is to test the connections between the indicators used in the literature on social cohesion, which usually reflect ‘general’ values or behaviours, and indicators specific to a particular space, namely the labour market. A key question is the stability of the social cohesion’s indicators when moving from a societal level to the labour market. Based on data from the World Value Survey, and following a restrictive definition of social cohesion, a comparison is done, for European countries. Examination of the situation in the two spheres makes it possible to identify more or less homogeneous groups of countries and also to point to instabilities. ‘Regimes’ of social cohesion begin to emerge. As in most analyses, the Nordic countries (excluding Finland) have high scores in all the dimensions. Conversely, most of the new EU member states from the former Eastern bloc have low scores, particularly in the horizontal dimension of trust between individuals.     

Parenthood, Marital Status, and Well-Being in Later Life: Evidence from SHARE

Using pooled cross-sectional data from the first two waves of the Survey of Health, Ageing and Retirement in Europe, we address the question of whether and how parenthood and marital status are associated with various dimensions of elders’ well-being, which we define by elements of the individual’s economic situation, psychological well-being, and social connectedness. The results of our multivariate analysis suggest that childless individuals do not generally fare worse than parents in terms of their economic, psychological, or social well-being. Although there is some indication for a ‘protective effect’ of marriage, having a partner does not per se contribute to greater psychological well-being: only those reporting satisfaction with the extent of reciprocity in their relationship report lower numbers of depression symptoms than their unmarried counterparts. We observe no systematic associations between parenthood (marriage, respectively) and individuals’ propensity to participate in social activities. These findings are fairly stable, that is, they hold for both men and women as well as across various cohorts, and they do not vary systematically between countries.     

The quality of life in large American cities: Objective and subjective social indicators

The concept of ‘quality of life’ as a tool of comparative social indicators research is analyzed. Inter-city comparisons of objective and subjective measures of well being are presented and the distinctiveness of these two dimensions of the quality of life is documented. The paper concludes with some observations on the implications that this distinctiveness has for the use of the concept ‘quality of life’ in future social indicators research.     

The Importance of the Geographic Level of Analysis in the Assessment of the Quality of Life: The Case of Spain

There is a growing literature on the assessment of quality of life conditions in geographically and/or politically divided regions. Sometimes these territories are countries within a specified supranational structure, such as the European Union, for instance, and sometimes they are regions within countries. There is also some research that focuses on the municipal level of analysis, measuring the quality of life in cities. In the end what the researcher obtains is, at best, an average of the living conditions in the specified territory. However, if results are intended to have policy implications, attention should be paid to the variance in living conditions within regions. In this paper we attempt to quantify the relative importance of three different geographic levels of analysis in assessing the quality of life of the Spanish population. The geo-political division in Spain consists firstly of regions called Comunidades Autónomas, which are then divided into provinces which in turn are divided into municipalities. We are interested in evaluating the extent to which the quality of life conditions of an average person living in a given municipality are explained by the province and region in which the municipality is located. To do so, we first construct a composite indicator of quality of life (QoL) for the 643 largest municipalities of Spain using 19 variables which are weighted using Value Efficiency Analysis (VEA). VEA is a refinement of Data Envelopment Analysis (DEA) that imposes some consistency on the weights of the indicators used to construct the aggregate index. The indicators cover aspects related to consumption, social services, housing, transport, environment, labour market, health, culture and leisure, education and security. We then make a variance decomposition of the VEA scores to assess the importance of the three levels of geo-political administration. The results show that the municipal level is the most important of these, accounting for 52% of the variance in QoL. Regions explain 38% while provinces only account for a moderate 10%. Therefore, political action at the regional and municipal level would seem to have a larger impact on QoL indicators.     

Settler Welfare on Tropical Forest Frontiers in Latin America

Because of urgent concerns to protect tropical forests in Latin America, social science research on them has been generally ‘forest-centred.’ This forest-centred approach considers the people who inhabit the frontier as agents of land use change and forest conversion focusing on how their actions affect forest cover. Welfare indicators for forest frontier populations (income, education, health, access to basic services) are addressed only incidentally in terms of how they influence land use. ‘People’ centred research, which asks questions from the perspective of human welfare such as, ‘Are frontier settlers better off than they were before?’ or ‘What kind of socio-economic impacts does frontier life have on the people who live there?” and “How can their lives be improved?,” has been less common. As a result, we know much about the impacts, especially adverse impacts, which settler activity on the frontier has on forest cover but little about the impacts settlement has on settlers, themselves. This paper attempts to shift discussion towards these kinds of questions and a more people centred approach by reviewing existing research that directly addresses the welfare of settlers in tropical forest frontiers in Latin America. We also review research that touches on settler welfare by considering the concept of ‘sustainability’ on the forest frontier and stakes out a comprise position between ‘forest’ and ‘people’ centred questions or concerns. Settler welfare is defined primarily in economic terms. Household income, wealth, and agricultural productivity are interpreted a proxies for welfare in most cases. We also consider welfare in terms of access to basic services (health and education) and living conditions. We particularly consider how settler welfare indicators may change over time on the frontier. Tropical forests, defined as tropical, moist, broadleaf forests, are the main ecological setting of interest. These forests are generally the largest unoccupied areas in many Latin American countries and are thus, also the main ‘agricultural frontier’ or areas of new settlement by small farmers.     

The Socioemotional Well-Being Index (SEWBI): Theoretical Framework and Empirical Operationalisation

This article presents the design, process of construction, content and validation of the Socioemotional Well-Being Index. This index is a composite indicator of subjective well-being, and has been designed with the aim of providing a measurement device for the sociological analysis of the subjective components of quality of life and social quality. Two spheres of knowledge have been combined in its construction: research in social indicators, the recent development of which has been oriented toward the elaboration of composite indicators, and the theoretical content developed in recent decades by the sociology of emotions. As a composite indicator, the index presented in this article offers a hierarchical and multidimensional alternative to the univariate scales measuring happiness and satisfaction most often used in social research. In addition, in comparison to measures of subjective well-being grounded in cognitive evaluations, this index is based on the evaluation of a series of emotional states recently experienced by individuals. The conceptual definition of socioemotional well-being is based on Thomas Kemper’s social interactional theory of emotions and Randall Collins’ theory of interaction ritual chains. A “4 factor, 10 variable” solution has been obtained by applying common factor analysis to the data of the European Social Survey, 2006.     

Whatever Happened to Social Indicators in Africa? Whatever Happened Indeed! A Developing World Perspective on the Kenneth C. Land and Alex C. Michalos Report on ‘Fifty Years After the Social Indicators Movement’

Africa is a latecomer to the Social Indicators Movement. The first social indicators for Third World countries were developed by outsiders and covered almost exclusively topics related to basic needs and development. In response to Kenneth Land’s and Alex Michalos’ historical assessment and their agenda for future ‘social indicators/quality of life/well-being’ research, the commentary traces how South Africa and sub-Saharan countries—with a little help from many friends who are pioneers in the movement—have succeeded in developing their own home-grown social indicators movement. Addressing some of the themes outlined in the agenda that Land and Michalos set for future research, the commentary discusses the importance of monitoring social change occurring in African society in a ‘post-industrialized and much more globalized, and digitized-computerized-roboticized’ era: How will new values and norms impact on the quality of life of future generations of African people?