Measuring Subjective Issues of Well-Being and Quality of Life in the European Statistical System

Over the last decades, the European Statistical System has developed many European statistics and indicators to measure social progress and sustainable development. Initially only in a few cases the measuring instruments contained questions on subjective issues. With the adoption of its Communication on “gross domestic product and beyond” the Commission has given an impetus to the development of subjective social indicators. This has led to the establishment of a first set of indicators on quality of life and well-being and to a new instrument (the 2013 EU-SILC ad-hoc module for measuring subjective well-being). This new step in European statistics creates an important potential for researchers to engage in in-depth analysis and for national and European Union policy makers to use the resulting indicators—and in casu subjective well-being indicators—for developing and monitoring policy strategies and programmes.     

The Unbalance Penalisation Method for Metrics of Social Progress

This study contributes to the debate on the development of aggregate metrics of societal progress. Summarising societal progress into a single number poses various methodological challenges, including the choice of indicators, normalisation, weighting and aggregation. This paper addresses the issue of aggregation in the case of metrics of well-being and uses as a case study the European Union regional Social Progress Index—EU-SPI—published by the European Commission. The index is an aggregate measure of 55 social and environmental indicators observed for all the European regions grouped into 12 components. In metrics of this type, while complete substitutability among components is rarely acceptable, controlling their level of substitutability is highly desirable. To this aim, we adopt a modified version of the unbalance penalisation approach originally proposed by Casadio Tarabusi and Guarini (Soc Indic Res 112:9–45, 2013). A penalisation is applied to the regions whose performance across the index components is unbalanced, that is when they perform well on some components but worse on others. The penalisation applied by this approach depends on two parameters that, in its original formulation, are generally arbitrarily chosen. We design a data-driven approach allowing for an informed choice of the penalisation parameters. The comparison between the EU-SPI original and penalised scores shows that the penalisation effect is particularly evident for regions with a strongly unbalanced profile across the components. The proposed method allows for adjusting the level of substitutability between components when constructing an aggregate metric, an important functionality especially when measuring societal progress for policy-making.

     

Social indicators for housing and urban development in Africa: Towards a new development model

Social indicators as a new measuring tool for socio-economic development is a recent innovation. While numerous scholars have applied this new technique in studying the development aspects in developed countries, few scholars have tested this new methodology in Africa. This paper reviews the literature on social indicators and shows how it can be applied to measuring the social progress in urban and housing development in the international, national, regional and local environment. We believe very strongly that social indicators will evaluate the degree of progress that is being made in achieving a wide range of social goals in Africa.     

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?     

Measurement of Social Participation and its Place in Social Capital Theory

The concept of social capital has become very popular but its definition and measurement are still rather unclear. We frame our study in one of its components, social participation. In this article we develop an optimal measure for social participation based on the questions asked in the first round of the European Social Survey. Our analyses suggest that a distinction has to be made between informal and formal participation because they relate very differently to other variables such as age, education, political action and happiness. We also found that these two types of participation had hardly any relationship with other important components of the social capital construct, such as social trust and political trust. The latter result does not devalue the validity of the developed indices for informal and formal participation but suggests that participation and trust should be considered formative indicators of social capital.     

Social indicators,health policy,and the elderly

Health-service researchers, policy analysts, and politicians face several problems in attempting to evaluate health care programs and make relevant policy decisions. The possible rôle of social indicators is discussed in these regards and is applied in an important health care context, the utilization of ancillary health services by the elderly. A Western Canadian research study substantiates the academic and applied value of the social indicators approach with respect to health services planning, research, and policy decision-making.     

The Stiglitz-Sen-Fitoussi-Report: Old Wine in New Skins? Views from a Social Indicators Perspective

The recently published report by the “Commission on the Measurement of Economic Performance and Social Progress” is being discussed and commented from the point of view of social indicators research, which addresses issues of the measurement of well-being and social progress since the 1960s. Some of the recommendations made by the Stiglitz-Sen-Fitoussi—Report thus seem to be well known and all but new and innovative from a social indicators perspective. It is also argued that the report ignores some of the available approaches, instruments and ongoing activities to measure and monitor well-being and the quality of life, which go well beyond GDP, such as e.g. social reports. The Commission’s report is nevertheless considered a major step forward towards a considerably improved measurement of well-being and social progress.     

Social indicators of youth development and educational performance: A programmatic statement

This paper argues for the use of social indicators, in conjunction with the traditional norm-referenced and criterion-referenced tests, to assess the effects of local educational systems. A conceptual framework for the study of educational performance is presented, interrelating (1) personal resources invested by youth, (2) opportunities for development, (3) developmental behaviors, (4) educational system impacts, and (5) other contextual variables, which together affect (6) progress toward adulthood. Four types of variables and 15 content areas that should be monitored are described, with examples of social indicators for each. Procedures are presented for selecting variables, collecting time-series data, and analyzing and reporting the indicators, relying entirely on existing data sources. Appendices include a data base screening form, a statistic screening form, and a list of United States national, state, county, and city sources of time-series data relevant to youth development and educational performance.     

Social Reporting in the 1970s and in the 1990s

In this paper I give an account of the major welfare conceptsand social reporting concepts of the 1970s, 1980s and 1990s. Inconclusion I discuss possibilities and limits of social reporting today.Quality of life and qualitative growth were the welfare programs of the1970s. The next decade saw a trend to individualization, subjectivewell-being and plurality of life styles. In the last decade the qualityof society once more came into the forefront in concepts likesustainable development, human development and social capital. From thefar-reaching program of the social indicators movement socialreports are the most visible results in many countries whereas ambitiousplans like national goals accounting failed. In the 1980s we watched akind of dissolution by diffusion and in the 1990s a revival inseveral fields. Overall, the monitoring and enlightenment function stillis the most important contribution of social reporting but today on ahigher level of data, methods and international comparisons.     

Changes in Social Exclusion Indicators and Psychological Distress Among Homeless People Over a 2.5-Year Period

Although homelessness is inherently associated with social exclusion, homeless individuals are rarely included in conventional studies on social exclusion. Use of longitudinal survey data from a cohort study on homeless people in four major Dutch cities (n = 378) allowed to examine: changes in indicators of social exclusion among homeless people over a 2.5-year period after reporting to the social relief system, and associations between changes in indicators of social exclusion and changes in psychological distress. Multinomial logistic regression analysis was applied to investigate the associations between changes in indicators of social exclusion and changes in psychological distress. Improvements were found in various indicators of social exclusion, whereas financial debts showed no significant improvement. Changes in unmet care needs, health insurance, social support from family and relatedness to others were related to changes in psychological distress. This study demonstrated improvements in various indicators of social exclusion among homeless people over a period of 2.5 years, and sheds light on the concept of social exclusion in relation to homelessness.     

Empirical indicators of educational equity and equality: A thai case study

The focus of this paper is social indicator reporting, not the development of scientific generalization. This social indicator analysis involves the development of an extensive set of empirical indicators to show the extent of equity and equality of education. Equity and equality are viewed as distinct concepts, each with its own indicators. The set of indicators proposed is applied to Thailand in a case study. Examples of indicators used are (1) the relationship between socioeconomic background and access to preschool education, (2) the relationship between provincial wealth and opportunities for upper primary education, (3) proportion of females in lower primary schools, and (4) degree of equality among provinces in grant per pupil in primary education. The discrepancy ratio is introduced as an indicator to standardize measures of inequality and inequity. This set of indicators shows moderate levels of inequality and inequity in Thailand, with the most serious problems at the preschool, secondary, and higher education levels. Empirical indicators of this type are viewed as critically necessary for governments everywhere to enable them to chart their progress toward greater equity and equality.     

A Benefit Recipiency Approach to Analysing Differences and Similarities in European Welfare Provision

In comparative welfare state research, the question of how to measure and understand cross-country differences and similarities in extents of public welfare provision has led to a major discussion about the indicators that could be used for this purpose. Much scholarly attention approaching this so-called ‘dependent variable problem’ concentrates on social expenditure or on social rights data as indicators of ‘welfare stateness’ or ‘welfare generosity’. However, recently, micro-level data on benefit receipt as another promising but hitherto underused indicator was brought into this discussion. The article at hand extends existing knowledge about the conceptual, methodological and empirical potentials and challenges of this alternative indicator compared to the two prevailing indicators. For the empirical analysis, it uses cash benefit recipiency data from the EU-SILC to investigate differences and similarities in extents of public welfare provision between 29 European countries for the period 2003–2012. The study reveals parallels to findings from research in which indicators of social expenditure and social rights are applied, but it also adds new insights beyond their cost and paper reality. This is mainly the case where priority is given to household-related assistance benefits rather than individual insurance benefits. The main conclusion of the paper is that the benefit recipiency indicator—despite not being flawless and requiring further research—complements existing knowledge on differences and similarities in welfare provision by European welfare states.     

Social indicators: A statistician's view

In the following we consider the problem areas of social indicator research which are of concern to the statistician and in which he can prove helpful. Among these are the purposes of social indicators, what social variables should be considered as conceivable variables related to quality of life, what data should be collected taking in account the difficulty of not being able to directly measure variables of interest, how does one collect the data (which is usually in the form of a time series) guarding against multicollinearity, and how should the collected data be handled and analyzed. We discuss why in social indicator research the secular trends, cyclical movements, seasonal variations and irregular fluctuations must be taken into account. Techniques are discussed for relating lead indicators in one time period to coincident indicators in another period. Finally we present a select bibliography in canonical correlation, forecasting, indicators and index numbers, path analysis, regression analysis, simulation techniques, time series analysis and other areas useful in analyzing social indicator data.     

Static Numbers to Dynamic Statistics: Designing a Policy-Friendly Social Policy Indicator Framework

In line with the economic crisis and rapid socio-demographic changes, the interest in ??social?? and ??well-being?? indicators has been revived. Social indicator movements of the 1960s resulted in the establishment of social indicator statistical frameworks; that legacy has remained intact in many national governments and international organisations. With this background, this research examines whether existing social indicator frameworks are valid and effective enough to address increasingly complex social issues. The authors argue that, despite some improvements, current social indicators fail to provide an effective framework and tool for measuring the progress of social welfare and also for developing or reforming social policy to cope with newly emerging social problems. While proposing a new social indicator framework based on the Organisation for Economic Co-operation and Development??s pressure-state-response (PSR) model, the paper argues that the new framework should be more than displaying static numbers but should use dynamic statistics revealing causes and effects and shedding light on social and policy changes.     

Building Universal Socio-cultural Indicators for Standardizing the Safeguarding of Citizens’ Rights in Smart Cities

This research explores the opportunity to use standards as recommender instruments for designing urban policy. Standards are soft regulatory mechanisms that can be used for monitoring and safeguarding. More precisely, we explore the potential use of social standards for centering the focus of the smart cities initiative back to the citizens, and establishing a citizen-centered approach. This is in contrast to the industrial drive and technological emphasis which currently dominates. Accordingly, we present a set of novel citizenship indicators which serve as the basis for the social standardization of smart cities, something which is not now taking place, in order to ensure and safeguard the basic social urban rights of citizens. The juridical basis and well-established points of reference for building indicators for citizens’ rights in the city are two International Charters. These are the European Charter for the Safeguarding of Human Rights in the City, and the Global Charter-Agenda for Human Rights in the City. In this paper, we start by comparing and analyzing the rights contained in each of the two Charters, and elaborating indicators for measuring the promotion and protection of these rights. The elaboration of indicators has been based on different criteria and under the common premise of universal existence of feeding data, which is the most recurrent problem when building indicators meant to be global. Next, at the request of the International Standards Organization (ISO), we select the most relevant socio-cultural indicators for the Global Charter Agenda, which will be introduced in the on-going revision of the smart cities and communities standard ISO 37120:2014 Sustainable development of communities—Indicators for city services and quality of life. This will make ISO 37120 a more beneficial social standard for monitoring and safeguarding citizens’ rights in the smart city.     

Children's Rights and Children's Quality of Life: Conceptual and Practical Issues

Social representations of childhood are presented briefly, and the Convention of the Rights of the Child of the United Nations is analysed as an opportunity to change some representations that make adults think of children as a different, less important category of people. If the Convention becomes a reality, it is considered that children's well-being and children's quality of life should improve. The need of social indicators and of data from children's own perspective is discussed -- as for example research data on children's perceptions and evaluations of their own rights --. Implementation and monitoring the Convention is analysed as an important challenge for the academic community. Some important aspects to be considered from the international perspective are presented, selected among the preliminary conclusions of some country case studies of an international project actually trying to develop children's rights indicators.     

Interpreting the Dynamics of Social Indicators: Methodological Issues Related to Absolute,Relative, and Time Differences

In contemporary society, a growing demand for the accessibility of social indicators can be observed. This requires increased attention to their construction to avoid misleading interpretations, which can be the result of inadequate knowledge, or can even be an intentional choice to imply a specific desired outcome. This paper addresses this issue by first summarizing research regarding the perception of numbers, statistical thinking, and numerical literacy. The focus is then narrowed to the comparison of social indicators observed for two units in a time perspective. Three simple and popular measures of dynamics—most frequently used when social change is analyzed and interpreted—are addressed: absolute difference, relative difference, and time distance. In a corresponding experiment, respondents evaluated the direction of change of a certain social indicator in time (i.e., whether the differences increase, decrease, or stagnate) for a hypothetical case where the three measures implied contradictory interpretations. Each experimental group was exposed to one of these measures. The results indicate that interpretations basically followed the specific measures that respondents were exposed to. This effect was particularly strong regarding absolute difference, followed by relative difference, while the effect of exposure to time distance was somewhat weaker. When only data or graphical presentation was given, respondents tended to interpret dynamics according to absolute differences. The results indicate that extreme methodological rigor is needed when presenting social indicators in time, and some guidelines are provided for this purpose.     

Measures of Social Isolation

Social isolation is a deprivation of social connectedness. It is a crucial aspect that continues to be named by people as a core impediment for achieving well-being and as a relevant factor for understanding poverty. However it is not routinely included in surveys that provide data on multidimensional poverty measurement. Although the challenge of measuring social connectedness is daunting, this paper argues that existing research in several fields provides solid ground for the construction of basic internationally comparable indicators that measure specific aspects of social isolation. In particular, this paper synthesises the relevant literature on the measurement of social isolation and related phenomena, and on the basis of this synthetic review, proposes a module of indicators to measure social connectedness that could be feasibly incorporated into an internationally comparable multi-topic household survey.     

Mapping Social Quality Clusters and Its Implications

Comparative studies of social quality (SQ) are intricately entangled with social indicators for conducting the theoretical analysis of social reality. Thus, how to utilize and compare the data of social indicators constitutes a crucial issue for SQ comparisons. Since social quality studies possess a strong synthetic feature of analysis, the convenient method of indicator studies by listing score ranking by country seems insufficient to meet the research needs. This study will explore a new way of performing SQ comparisons through a measure of mapping that compiles a different SQ profile and elucidates its clustering effect. Through utilizing World Value Surveys, we present data on SQ-related issues from this database and analyze them through a new technical design. In this way, we identify three SQ clusters and providing some explanations about the rationale of this classification, through which the particular method of SQ analysis and their policy implications are demonstrated.