Measuring and understanding the well-being of South Africans: Everyday quality of life in South Africa

South Africa has a Gini co-efficient of 62, one of the world’s highest (Finmark: Project FinScope 2004 and 2005, FinMark Trust, Johannesburg). Hence, measures of wealth are ubiquitous social indicators in South Africa. However, a growing emphasis in government towards measurable service delivery targets and remedial action to redress the inequalities of our past makes the reliable measurement of people’s quality of life in greater depth in quantitative terms an imperative.We have developed a simple framework to measure people’s quality of life in key domains that extend beyond that simply of wealth, using composite indices to allow progress to be tracked and to make valid comparisons across our diverse population. Termed the Everyday Quality of Life Index (EQLi), it comprises a suite of measures encompassing socio-economic status (with special reference to poverty), urbanisation, health (nutrition, exercise and fitness), stress/pressure, quality of the environment, satisfaction of human needs, connectivity, optimism, subjective well-being (happiness, after Diener and Lucas: 2000, in M. Lewis, J.M. Haviland (eds.), Handbook of Emotions. (2nd ed) (Guilford, New York)), and the overall measure of well-being, the EQLi itself.The initial framework was developed from a structured questionnaire administered to a probability sample of 2000 South African adults in 2002. From this, a 52-item shortlist was derived to create the series of measures. This has been tested and refined in three subsequent annual studies, each of 3500 people across urban and rural South Africa. In 2004, items involving work as well as determining the balance of skills and challenges at work using the concept of “flow” (Csikszentmihalyi: 1990, Flow: The Psychology of Optimal Experience (Harper and Row, New York)) were added.This paper outlines the rationale behind the selection and development of these measures, describes the EQL of South Africans using these and other key measures and concludes with implications for policy-makers and service providers in South Africa. Some marketing implications are also given: there is a growing emphasis worldwide on corporate social investment initiatives and, particularly in South Africa, on community upliftment and development – poverty alleviation and improving the lives of the disadvantaged (“people” rather than “consumers”). Further, people’s well-being affects how they react to marketing activities.     

Gender Differences in Subjective Well-Being: Comparing Societies with Respect to Gender Equality

These analyses explore the relationship between gender inequality and subjective well-being. The hypothesis was tested as to whether societal gender inequality is related to the size of gender differences in subjective well-being in various societies. Results come from comparative data sets (World Values Survey, involving 57 countries; OASIS project, involving Norway, England, Germany, Spain and Israel). The size of gender differences varied with the extent of societal gender inequality and the cultural attitudes regarding gender equality in different countries. Including individual resources like education and income in the analyses reduced the size of gender and country differences. Gender differences in subjective well-being could therefore be related to gender specific access to goal relevant resources.     

What is the Structure of South African Happiness Equations? Evidence from Quality of Life Surveys

The issue of what determines subjective well-being has been at the centre of a recent flurry of research in the economics field. A necessary part of this understanding is the role relative positions (economic, social, geographic) of economic agents, particularly individuals, play in life (commonly referred to in the literature as rivalry). In this paper, we concentrate on whether the structure of happiness equations of South Africa are the same/similar to those of developed countries. The analysis uses three of the Durban Quality of Life Studies. Firstly these three data series are pooled and a variety of covariates are tested for their significance on happiness. These include age, marital status, employment status, household income and relative household income. Next we estimate yearly cross-sectional models to see if there are consistent findings of what determines happiness across the period considered. Our findings indicate there may be some structural differences between results from the Durban studies and those of international findings. Age appears to play no role in happiness likelihood, nor does marital status. Being unemployed does significantly and negatively effect happiness as does the size of household income, relative household income and whether living in a formal dwelling place. When we distinguish between employment categories we find that being self-employed negatively affects happiness, contradicting findings for developed countries. The authors wish to thank members of the Department of Economics, University of the Witwatersrand, participants at the 10th African Econometric Conference, Nairobi 2005 and International Society of Quality of Life Studies, Grahamstown South Africa 2006 as well as one anonymous referee for helpful comments on earlier drafts of this paper.     

Social Anomie and Racial Segregation in South Africa

The concept of anomie is one of the classics of sociological theory. Developed by scholars such as Emile Durkheim and Robert K. Merton, the concept refers to the absence of clear social norms and values and to a lack of sense of social regulation. However, whereas Merton focused on features of relative deprivation that cause anomie, Durkheim was primarily interested in the link between rapid social change and social anomie. According to the latter, normative regulation is threatened with being undermined and people are likely to lack the social and psychological means for adjustment in times of rapid social change. Drawing on survey data from the South African General Household Survey polled in 2002, the article examines the ethnical differences in levels of social anomie in the South African society. In order to do so, we, first, place the South African levels of anomie into comparative context. In a second step, we look at the race specific levels of anomie. Third, we investigate whether the differences in anomie between the races are related to the still existing socio-economic inequalities or whether race can be regarded as an independent factor that impacts on anomie. Finally we scrutinize to what extent socio-economic factors account for different levels of anomie within the races.     

Subjective Well-Being,Poverty and Ethnicity in South Africa: Insights from an Exploratory Analysis

South Africa has one of the highest inequality levels in the world. In 1993, nearly half of the population were considered poor. These poverty and inequality levels were and still are a legacy of South Africa’s colonial and apartheid past. Since the end of apartheid, there has been a strong governmental effort to combat poverty and in this light a ‘social indicators movement’ has emerged. The aim of this article is to contribute to the South African social indicators research in three ways: Firstly, this article introduces ethnicity as a unit of analysis in the context of poverty and well-being. It is argued that racial categorisations are not justifiable and in the case of South Africa hide valuable insights. The results of an exploratory analysis suggest that ethnicity allows a more insightful analysis of poverty and well-being than race. Secondly, this article introduces a multiple correspondence analysis (MCA) in the context of subjective well-being research. Many studies regarding subjective well-being in South Africa use ordered probit regression models. It is argued here that these models are based on false assumptions and that a MCA can be seen as a suitable alternative since it constitutes an assumption free model. Lastly, the insights gained from the exploratory analysis are discussed. The MCA seems to show that subjective well-being can be regarded as an outcome measure. Furthermore, it is argued that there are cultural differences (between the ethnic groups) regarding subjective well-being. It seems that the ethnic groups in South Africa have different conceptions of well-being and that different factors influence their subjective well-being assessments. This work is partly based on a Master thesis from 2004 at the Institute for Development Policy and Management at the University of Manchester. I am grateful for the intellectual guidance, the constant support and encouragement by Wendy Olsen and for the comments on earlier drafts from Peter Edward, David A. Clark and two anonymous reviewers.     

Quality of life in South Africa – The First Ten Years of Democracy

South Africa celebrated ten years of democracy in 2004. This special issue of Social Indicators Research (SIR) reviews developments that have impacted on the quality of life of ordinary South Africans during the transition period. The issue updates an earlier volume of SIR (Volume 41) published in 1997 and as a stand-alone volume. The earlier volume was initiated following SIR editor Alex Michalos’ first visit to South Africa. This update on quality of life in South Africa follows on his return visit to the country in 2004 to see firsthand the changes that had occured in the meantime. This introductory article outlines major achievements of and setbacks for the new democracy and the challenges facing it in future. It provides the backround for the evaluations of a range of quality of life domains and issues including poverty and inequality, crime, the HIV/AIDS epidemic, migration and housing, religiosity, reconciliation, and optimism for the future which are covered in the eleven articles that follow. The introduction divides the articles under the headings of challenges, achievements, monitoring quality of life, and social capital for the future. The overview article concludes that improvements in quality of life have been uneven but goodwill and a positive outlook bode well for South African quality of life in future.     

The Non-Economic Quality of Life on a Sub-National Level in South Africa

Most research on the non-economic quality of life have been (a) on a national level or performed on cross-country comparisons, and/or (b) used subjective indicators to measure how people perceive their non-economic quality of life. In this paper, our main contribution is to construct objective indicators of the non-economic quality of life for 354 sub-national magisterial districts in South Africa. We also compare changes in these indicators over time, and consider methodological issues in the construction of objective indicators of non-economic quality of life. We find that although income does matter for the overall quality of life, non-income components of the quality of life can make an important difference. We find a number of places with low incomes that have been able to achieve higher than expected outcomes in terms of the non-economic quality of life, and that some of the relative income poor areas have improved their non-economic ranking between 1996 and 2004. We also find that the geographical/environmental quality of life in South Africa is better in non-urban areas, where fewer of the country’s population is residing. Significant improvements in the overall quality of life may be achieved through improvements in the urban natural environment.

Satisfied and dissatisfied South Africans: results from the General Household Survey in international comparison

Who are the satisfied South Africans 10 years into democracy? How do material factors contribute to their life satisfaction? These are the questions addressed in this paper. Earlier South African research has consistently found a close positive relationship between life satisfaction and material standards of living in the apartheid and post-apartheid era. Recently, a new source of information has become available to shed further light on the association between material and subjective well-being. In 2002, Statistics South Africa, the country’s official source of statistical information, agreed to ask South Africans participating in the General Household Survey whether they were satisfied or dissatisfied with life. The 2002 General Household Survey (n26’000) used a measure developed for the Euromodule that allows for international comparison. The wide-ranging information contained in South Africa’s official?household survey offers a unique opportunity to explore what makes for satisfied and dissatisfied South Africans in relation to their material living standards. Results indicate that the improved living standards afforded to many black South Africans under democracy are associated with increases in life satisfaction. Furthermore, habituation does not appear to have diluted the positive relationship between living standards and well-being. However, political factors continue to play an important role in shaping subjective well-being. In conclusion, it is argued that material gains might also have restored the pride and dignity denied to black South Africans in the past.     

The Capability Approach and Fuzzy Poverty Measures: An Application to the South African Context

One way of making the capability approach (CA) operational uses fuzzy poverty measures. In this paper, we present a new approach to applying these measures in the South African context using responses to a questionnaire on ‘The Essentials of Life’ in conjunction with a methodology for dealing with the vagueness of poverty. Our results suggest very low cut-offs for people or households to classify as definitely poor for some social indicators. These cut-offs are far lower than those Klasen used in his application of the CA. The attempt to apply the CA using Cheli and Lemmi’s ‘totally fuzzy and relative’ poverty measure in conjunction with our approach to specifying cut-offs can lead to incoherence. This measure can, nonetheless, be useful when social indicators have a ‘relativist component’. While the Cerioli and Zani measure does not lead to such incoherence, it also has a serious weakness.     

Measurement of Attitudes Toward Bisexual Men and Women Among South African University Students: The Validation of an Instrument

Research was conducted investigating university students' prejudicial attitudes toward bisexual men and women in South Africa. The combined male and female Attitudes Regarding Bisexuality Scale (ARBS) showed unacceptable internal consistency reliabilities, especially for the Black-African participants. An expert focus group was convened in order to elaborate on and clarify the low reliability coefficients. The ARBS was then adapted for the South African population and resulted in two separate instruments designed to measure attitudes regarding bisexual men and bisexual women separately. Five hundred eighty seven university students completed these scales. The results indicated that the attitudes of heterosexual, homosexual, and asexual students toward bisexual men and women are more negative than the attitudes of bisexual students.     

A Mixed Method Approach to Quality of Life Research: A Case Study Approach

Increased use of qualitative and quantitative methods in quality of life projects necessitates an examination of how to effectively work within a mixed method framework. The research objectives of this paper are to (1) operationalize the two goals of mixed method research (confirmation and comprehension) and (2) develop a strategy for using mixed methods in quality of life research. Face-to-face interview (qualitative) and telephone survey (quantitative) data from the Community–University Institute for Social Research Quality of Life (CUISR QoL) project in Saskatoon, Saskatchewan were used for operationalization. Overall, confirmation and comprehension were challenging concepts to operationalize. Seven benefits and four guidelines were developed and are presented as dynamic, rather than definitive, structures.     

Well-being and Mobility: A Theoretical Framework and Literature Review Focusing on Older People

There is an increasing attention for how mobility is associated with well-being amongst people in general and older adults in particular. Comparisons across research projects and articles are, however, hampered by the different understandings and conceptualisations of well-being that are employed. We, firstly, develop a heuristic framework for understanding the concept of well-being, and secondly, use this to explore possible linkages between well-being and mobility and to critically examine the various conceptualisations of well-being in research on mobility in later life. It is argued that future work on well-being and mobility should consider both the objective and the subjective and the hedonic and eudaimonic dimensions of well-being, and should pay detailed attention to the multiple ways in which well-being and its linkages to mobility are context-dependent and shaped by the particularities of time and place.     

Are there Geographical Variations in the Psychological Cost of Unemployment in South Africa?

Are certain groups of unemployed individuals hurt less by unemployment than others? This paper is an attempt to test the hypothesis that non-pecuniary costs of unemployment may vary between societies with different unemployment rates. Using cross-sectional data from the SALDRU93 survey, I show that households’ perceptions of life satisfaction are inversely related to household unemployment for South Africa as to be expected in richer countries. Reported well-being levels are shown to be associated negatively with others’ unemployment at the geographical cluster level for the employed. However, unemployment appears to hurt less for the household if unemployment rates in the local labour market are high.     

Arthritis Impact on U.S. Life Quality: Morbidity and Mortality Effects From National Health Interview Survey Data 1986–1988 and 1994 Using QWBX1 Estimates of Well-Being

Objective: To estimate the impact ofarthritis using a general health index andNational Health Interview Survey (NHIS) data.Methods: Morbidity data came from NHISPublic Use data, from the years 1986–1988 and1994. The data are 423 400 cases, representing975 421 153 person-years. Quality ofWell-being Scale (QWB) morbidity scores wereimputed from NHIS questions about healthconditions and limitations in functioning. Both the QWB and multiple linear regressionwere used to estimate the effects of arthritiswith and without adjustments for co-morbidity. Mortality data for NHIS-sampled adults weredrawn from the National Death Index by staff ofthe National Center for Health Statistics.Results: The mean QWB for those withself-reported arthritis was 0.608 on a scaleranging from 0.0 (for death) to 1.0 (for fullyfunctional without symptoms or problems). Thisobserved mean for arthritis is 39.2% below the1.000 comparison standard. QWB morbidityscores for self-reported arthritis appear(0.701 – 0.608=) 9.3% more severe than meaneffects of all other health conditions. Mortality adds an average 13.8% to themorbidity burden. Persons with arthritisconstitute 4.7% of the population, but accountfor 9.6% of Quality-Adjusted Life Years(QALYs) lost to morbidity.Conclusions: Self-reported arthritis isassociated with very significant losses inQuality-Adjusted Life in the US population.     

International Well-being Index: The Austrian Version

The International Well-being Index (IWI) measures both personal and national well-being. It comprises two subscales: the Personal Well-being Index (PWI) and the National Well-being Index (NWI). The aim of this paper is to test the psychometric properties (validity and reliability) of the translated scale in Austria. Convergent validity is assessed using the Scales of Psychological Well-Being, the Satisfaction with Life Scale and the Positive and Negative Affect Scale. In addition, a Visual–Analog Scales capturing “satisfaction with life as a whole” was applied. The participants were 581 students of the Medical University Innsbruck (female: 47.7%; age: 23.2 ± 3.7). Internal consistency (Cronbach’s α) of the IWI was for both scales > .70 (PWI: .85; NWI: .83). The exploratory factor analysis of the IWI identified a 2-factor-structure identical with the two scales of the IWI explaining 54.2% of the variance. The convergent validity hypotheses were confirmed, construct validity was partly confirmed for the PWI being a deconstruction of a first factor called “satisfaction with life” (38.1% explained variance). Happy participants scored higher on the PWI (84.3 ± 7.9 vs. 68.7 ± 13.7; p < .001) and NWI (64.3 ±  15.8 vs. 57.9 ±  15.1; p < .001) scores than unhappy participants. It is concluded that the Austrian version of the IWI is a reliable and valid instrument to assess personal and national well-being. Further studies including a representative sample should be carried out on a recurring basis to use the IWI as an indicator for social science research in Austria.     

The Use of Defence Mechanisms as Precursors to Coming Out in Post-Apartheid South Africa: A Gay and Lesbian Youth Perspective

ABSTRACT

This article comprises one facet of a larger, three-year phenomenological study (1997–2000) of gay and lesbian youth coming out in post-apartheid South Africa. A nonprobability sample of 18 young people, aged between 16 and 21 years, was interviewed. The resultant data was content analyzed, and the trustworthiness of the information was ensured via member checking and utilizing an independent coder. Results consistently revealed that gay and lesbian youth use defense mechanisms, such as denial, avoidance, compartmentalization, suppression, compensation, sublimation, undoing, displacement, rationalization, and intellectualization, in a conscious manner during their coming out process. The young people in this study demonstrated resilience despite the prejudice and inner turmoil that they had experienced. Practice guidelines are suggested in terms of how health and social care practitioners can support gay and lesbian youth in coping with their coming out process.     

Well-Being is a Process of Becoming: Respondent-Led Research With Organic Farmers in Madagascar

Malagasy ‘players’—farmers, middle men, organic organisations and policy makers—see in export-orientated organic agriculture a way for Madagascar to build upon its historic export strengths: spices, essential oils, medicinal plants and tropical fruits. They point to the de facto organic status of most farming in the country and view organic production strategies as a means for Malagasy farmers to differentiate their produce in the highly competitive world market (Ramboatiana and Randriamanantena 2000; Randriamanantena 1998; Vallée 2000). However, producing for the export market poses significant challenges for Malagasy farmers. Despite its apparent ‘fit’ with existing farming practice, ‘true’ certified organic practice does not necessarily offer a means towards achieving a Malagasy farmer-defined ‘good life’. Smallholders can be disempowered through their incorporation into wider systemic relationships whose more powerful actors—such as buyers and consumers—and their ‘rules’ about what ‘organic’ is, for example, are necessarily unfamiliar. Yet farmers are very interested in the significant opportunities for much-needed cash that organic farming offers. This paper argues that strengthening farmer agency, and thus their presence as actors in international food chains, can be partially achieved if farmers are involved in devising the rules for organic and social certification. I set out eight principles that I have developed which seem important when trying to capture and measure ‘quality of life’ for the purposes of social certification. My theoretical and empirical work, detailed here, is set within a methodological discussion on how to best ensure that research is ‘respondent-led’. Respondent-led research is, I argue, critical for ensuring that an understanding of the components of ‘quality of life’, and their operationalisation as standards and indicators, is truly meaningful to the target group.

The Heart in Haart: Quality of Life of Patients Enrolled in the Public Sector Antiretroviral Treatment Programme in the Free State Province of South Africa

This paper reports on the quality of life of patients enrolled in the public sector antiretroviral treatment programme in the Free State province of South Africa. Statistical analysis of cross-sectional data reveals that it is not access to treatment per se that enhances the quality of life of those who have come forward for ART. Rather, it is the health benefits associated with treatment, levels of stigmatisation, quality health care services, and the ability of persons to access support and care, both from within and outside the health care sector, that are independently associated with improvements in and differences in levels of quality of life.     

Monitoring the Impact of Land Reform on Quality of Life: A South African Case Study

This paper outlines the approach that isutilized by the Monitoring and Evaluationdirectorate of the Department of Land Affairs (DLA) in South Africa in assessing the qualityof life for the land Reform beneficiaries. Thepaper begins with an overview of the three LandReform programs in South Africa. The paper thenmoves on to outline the original design formonitoring and evaluating the quality of lifefor land reform beneficiaries. It then proceedsto detail the current Monitoring and Evaluationdesign being utilized, highlighting itsstrengths and weaknesses. The last sectiondiscusses some of the findings of the qualityof life study undertaken in 1999.     

Parallels Between Objective Indicators and Subjective Perceptions of Quality of Life: A Study of Metropolitan and County Areas in Taiwan

This study explores the consistency between objective indicators and subjective perceptions of quality of life in a ranking of survey data for cities and counties in Taiwan. Data used for analysis included the Statistical Yearbook of Hsiens and Municipalities and the Survey on Living Conditions of Citizens in Taiwan, both given for the year 2000. The Quality of life was examined in seven domains: medical services, domestic finances, work, education, leisure, public safety, and environmental quality. Subjective and objective rankings for each domain of quality of life for 23 areas (some areas are cities and some are counties) are compared. Analysis by means of nonparametric correlation coefficients indicates that there is no significant correlation between objective indicators and subjective perceptions, except in Education and Environmental Quality. Objective indicators of Environmental Quality (air pollution and garbage) are positively correlated with subjective satisfaction with residential environment. But inexplicably, higher levels of literacy and educational achievement are negatively correlated with satisfaction with the educational system. It may be considered that disparity in either average objective conditions or in average subjective perceptions may not adequately depict quality of life differences.