Regional indicators in social planning

Social planning requires the application of indicators as instruments for the measuring of phenomena and processes, for monitoring, and for evaluation. The spatial polarization of socio-economic growth together with individual regional features lead to the emergence of considerable differentiations and disparities. Many of them are perceived in social consciousness as ineqities which require equalization, e.g. living conditions in the sphere of satisfaction of elementary social needs. In order to be effective, social planning must take account of, among other things, the hierarchy of centres and institutions for satisfying social needs, which most frequently amounts to 3 ranks of service (local, regional, national). Each region possesses its own central area (centre) and peripheral area (periphery). The differences between them amount to the emergence of changing socio-economic structures together with a changing dynamic in development and rate of economic growth. The gradation of social needs comprised in social planning corresponds to the hierarchy of service centres. Regional indicators serve the analysis of inter-regional disparities as related to the external “model system”, and are most frequently national means, as well as of intraregional disparities as related to the internal “model system”, which are represented by means of separate regions. The selection of an appropriate set of regional indicators requires a lot of attention. The paper points up the danger of the application of inappropriate regional indicators, which cause distortions in the spatial picture of differentiations.     

Social Capital or Social Cohesion: What Matters For Subjective Well-Being?

The theoretical analysis of the concepts of social capital and of social cohesion shows that social capital should be considered as a micro concept whereas social cohesion, being a broader concept than social capital, is a more appropriate concept for macro analysis. Therefore, we suggest that data on the individual level should only be used to analyze the relationship between social capital, social cohesion indicators and subjective well-being and that they do not allow commenting on the level of social cohesion in a society. For this last type of analyses aggregated indicators of social cohesion have to be computed which is not the issue of this paper. Our empirical analysis is based on individual data for Luxembourg in 2008. In general, our results suggest that investments in social capital generate monetary returns (increased income) and psychic returns (increased subjective well-being) even in a highly developed and multicultural country like Luxembourg. When we are adding on the micro level variables representing the economic domain of social cohesion following Bernard (1999), then we observe that this domain also has an effect on income and on subjective well-being. Therefore, we recommend including the economic domain in any future analysis using the concept of social cohesion.     

Data Envelopment Analysis for Composite Indicators: A Multiple Layer Model

The development of a composite indicator (CI) over a set of individual indicators is worthwhile in case the methodological aggregation process is sound and the results are clear. It can then be used as a powerful tool for performance evaluation, benchmarking, and decision making. In this respect, data envelopment analysis (DEA), as a self appraisal technique, has recently received considerable attention in the construction of CIs for policy analysis and public communication. However, due to the ever increasing complexity of numerous performance evaluation problems, more and more potential indicators might be developed to represent an evaluation activity in a more comprehensive way. These indicators might also belong to different categories and further be linked to one another constituting a multilayer hierarchical structure. Simply treating all the indicators to be in the same layer as is the case in the basic DEA model thereby ignores the information on their hierarchical structure, and further leads up to weak discriminating power and unrealistic weight allocations. To overcome this limitation, a multiple layer DEA-based CI model is developed in this study to embody a hierarchical structure of indicators in the DEA framework, and both its primal and dual form are realized. The proposed model is illustrated by constructing a composite road safety performance index for a set of European countries.     

The potential of social indicators: Minimum conditions for impact at the national level as suggested by a study of the use of ‘social indicators’ 73

Empirical evidence is presented which suggests that the use of social indicators among upper level government officials in the United States is minimal at present. Further, the level of use is not likely to be increased by improved measurement procedures, aesthetically improved packaging, or more widespread dissemination of such information among persons who influence policy decisions. The power of such information can be expected to be no greater than that of ‘mere’ statistics unless deliberate effort is made to institutionalize the importance of social indicators into government operations in conjunction with policy planning, goal setting, and commitment to the use of indicators as a system of national evaluation of progress toward the achievement of societal objectives. Several recommendations are made to develop the potential of social indicators and to increase their creative and useful application in matters of public policy at the national level.     

Sustainable Development and Capabilities for the Polar Region

The paper develops a sustainable development framework for individual and collective capabilities in mixed subsistence and wage-based economies. We apply this framework to such regions of the Arctic and evaluate interactions and conflicts between two sectors of the mixed economy and between current and future generations of Arctic inhabitants. A recent Arctic Social Indicators Report published by the Arctic Human Development Report (AHDR) Task Force recognizes the importance of the mixed economy in the Arctic and aims to integrate collective assets, as well as individual assets in order to understand the human development in the Arctic. Yet due to its concerns of comparability of social development and data availability across the whole Arctic region (of which some parts do not have the similar population structure), its proposed indicators are not capable of covering the social development of predominantly indigenous regions of the North. We emphasize the importance of tracking collective capabilities, as well as individual capabilities to sustain community development. In addition we suggest that environmental sustainability, which is ignored by the AHDR Task Force, has to be integrated with social development as environmental deterioration significantly influences the social well-being and cultural stability of traditional inhabitants of the Arctic. We critically review the proposed indicators of the AHDR Task Force and make supplementary and alternative suggestions.     

A social change index-an objective means to discern and measure the relative current social condition of cities,towns, and their sub-communities

A social change index has been developed in response to a social planning need to have a means whereby the current social pathology of communities may be identified on an objective basis. The index is derived from a combination of social indicators which are reported by census tract by the State of Rhode Island on an annual basis. The index is particularly useful for the inter-decennial years because high mobility rates, particularly in central cities (up to 80% in some areas of these cities), cause census data to be unrepresentative in many instances for these years. In addition to serving as a means to identify social needs and problem areas, the index may be used for priority ranking of need for social program services, program monitoring, and program evaluation. The State of Rhode Island is expected to institute a Committee on Social Statistics among whose primary responsibilities will be to encourage state agencies to publish their social statistics by census tracts in their annual reports. It is presumed, consequently, that a larger number of current social indicators will be available to be included in the social change index and increase its accuracy.     

Application of the Rural Development Index to Analysis of Rural Regions in Poland and Slovakia

The main purpose of this research was to construct a multi-dimensional (composite) index measuring the overall level of rural development and quality of life in individual rural regions of a given EU country. In the Rural Development Index (RDI) the rural development domains are represented by hundreds of partial socio-economic, environmental, infrastructural and administrative indicators/variables at NUTS-4 level (e.g. 991 variables/indicators describing various aspects of rural development in Poland; 340 variables/indicators in Slovakia). The weights of economic, social and environmental domains entering the RDI index are derived empirically from the econometrically estimated intra- and inter-regional migration function after selecting the “best” model from various alternative model specifications (e.g. panel estimate logistic regression nested error structure model, spatial effect models, etc.). The RDI is empirically applied to analysis of the main determinants of rural/regional development in individual rural areas in years 2002–2005 in Poland and Slovakia at NUTS-4 level. Due to its comprehensiveness the RDI Index is suitable both to analysis of the overall level of development of rural areas and to an evaluation of the impacts (impact indicator) of RD and structural programmes at regional levels (NUTS 2–5).     

Quality of life indicators and health: Current status and emerging conceptions

Quality of life is an increasingly common theme in the health status and health promotion literatures. Six approaches that consider quality of life and health are reviewed. These are (a) health-related quality of life; (b) quality of life as social diagnosis in health promotion; (c) quality of life among persons with developmental disabilities; (d) quality of life as social indicators; (e) the Centre for Health Promotion (University of Toronto) model, and (f) Lindstrom's quality of life model. Each approach is considered as to its emphasis on objective or subjective indicators, individual or system-level measurement, value-laden or value-neutral assumptions, and potential relationship to social policy and social change goals. The links among the social indicators, quality of life, and health promotions areas are examined.     

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.     

Subjective Indicators in the Health Sector and Their Usefulness in Policy Making

A considerable literature produced in the field of social sciences focused in the last 20 years on the importance of subjective indicators of wellbeing as an element of great significance in the analysis of public policies and quality of services, in addition to objective indicators. The health sector is characterized by a particular propensity and special consideration of the role of patients and other persons involved in the care process (family, doctors, nurses, etc.), and therefore of subjective elements. Since the end of the 1980s several studies considered the incongruences between health demand and health service supply and introduced in the debate the need to produce better evaluation methodologies, based on the interaction between objective an subjective data. The consequence was that subjective assessment by users and operators is now an integral part of any health service evaluation activity. The paper shows the evolution of scientific approaches to health services assessment, and the nature of subjective indicators mostly utilized in recent Italian experiences. Special attention is dedicated to an interesting attempt to enlarge the evaluation approach, aim of which is to contribute to the assessment of the social impact of administrative actions and public services stimulating the contribution of social parties and independent experts and involving public authorities and policy-makers.     

Monitoring Indicators of Children’s Victimization in School: Linking National-, Regional-, and Site-Level Indicators

The paper presents a conceptual framework and methodology developed by the authors to create systematic empirical basis to monitor important social indicators. The focus here is on ways to employ indicators of victimization in school in order to inform a range of constituencies interested in the well being of school children. The paper outlines the importance of developing a wide range of indicators based on a theoretical model of social context of schools, as perceived from multiple perspectives (students, staff, parents, the general public). The importance of linking national-, regional-, and site-level indicators is emphasized and demonstrated. The paper presents examples of analyses and reports that can inform practice, policy making and evaluation in the area of school safety. Finally, monitoring indicators of victimization on all levels is described as a democratic youth empowering process.     

Subjective Quantitative Studies of Human Agency

Amartya Sen’s writings have articulated the importance of human agency, and identified the need for information on agency freedom to inform our evaluation of social arrangements. Many approaches to poverty reduction stress the need for empowerment. This paper reviews subjective quantitative measures of human agency at the individual level. It introduces large-scale cross-cultural psychological studies of self-direction, of autonomy, of self-efficacy, and of self-determination. Such studies and approaches have largely developed along an independent academic path from economic development and poverty reduction literature, yet may be quite significant in crafting appropriate indicators of individual empowerment or human agency. The purpose of this paper is to note avenues of collaborative enquiry that might be fruitful to develop. We do not grow absolutely, chronologically. We grow sometimes in one dimension, and not in another, unevenly. We grow partially. We are relative. We are mature in one realm, childish in another. The Diary of Anais Nin, 1944–1947.     

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.     

Labor force composition and underemployment trends, 1969–1980

Underemployment indicators are both ‘objective’ indicators of individual well-being and social welfare and ‘normative’ indicators for programmatic use. Components of an underemployment indicator framework, the Labor Utilization Framework (LUF), are operationally defined and shown to be closely related to a family of proposed alternatives. Using CPS data, a 12-year time series of LUF indicators is developed for the U.S. labor force and its key subgroups. The across-time heterogeneity of the labor force is analyzed in relation to a ‘basic’ demographic group-by-LUF-by-time contingency, showing how the complexity of labor force structure that emerges from a multi-state indicator of underemployment can be rigorously modeled. Standard loglinear models, which focus on the temporal aspects of data from repeated cross-sectional surveys, provide the analytic technique. Changes in the demographic composition of the labor force account for about 30% of the overall period variability, and age structure has made the most important contribution to the compositional change.     

城市社区养老服务质量评价--基于粗糙集方法的数据挖掘

客观公正的养老服务质量评价对完善社区养老体系建设有重要意义。本文基于粗糙集的研究方法,分别从生活照料、医疗护理、安全保障、精神慰藉以及社会参与五个维度对显著影响社区养老服务质量评价的指标进行了约简,进而确定质量评价体系的指标和权重,并对吉林市22个社区养老服务的质量进行了评价。结果显示,质量评价平均水平介于“一般”和“比较满意”之间;年龄越高的老年人对社区养老服务质量评价越低;社区养老建设试点小区的评分显著高于非试点小区。由此可见,我国社区养老试点建设已经取得明显成效,但亟须进一步推行和完善。     

Has Livability of Japan Gotten Better for 1956–1990?: a Dea Approach

This paper presents an approach for time-series livability assessment using DEA (Data Envelopment Analysis), a mathematical programming technique for measuring the relative efficiency of DMUs (Decision Making Units) with multiple inputs and multiple outputs. Regarding each year as a separate DMU in DEA, and replacing the inputs and the outputs with negative and positive social indicators respectively, we evaluate Japan's livability for the period 1956–1990. Results of the analysis using eight social indicators identify 20 DEA livable years out of the 35 and find eight best-balanced years. It is concluded that DEA, which enables non-uniform, multi-dimensional and relative evaluation, can be a valuable analytic tool in quality-of-life research as well. This revised version was published online in August 2006 with corrections to the Cover Date.     

Level of development of a country: A possible new approach

Human development is a multidimensional phenomenon. It depends on a number of non-monetary aspects of life (social indicators of development). Per capita gross domestic product (PCGDP) is a means to achieve these nonmonetary aspects of life. To what extent PCGDP of a country is transformed into social development is an important phenomenon. Income elasticities of social indicators with respect to PCGDP reflect such relationship. This study attempts to find income elasticities of eight social indicators of development with respect to per capita real gross domestic product (PCRGDP) adjusted for purchasing power parity and expressed in international dollars for four points of time: 1960, 1970, 1980 and 1990. The income elasticities of social indicators may be identified as necessity, luxury and inferior. On the basis of the nature of the income elasticities of the social indicators of development the level of development of a country may be identified. This paper attempts to identify the level of development of a country on the basis of the nature of the income elasticities of the social indicators of development.     

The Relationship Between Social Capital and Individualism–Collectivism in Europe

The aim of the present study was to examine the relationship between social capital and individualism–collectivism in a sample of 50,417 individuals from 29 European countries using data from the European Social Survey Round 6 (2012). Social capital was measured in terms of generalized social trust and informal social networks; individualism–collectivism was operationalized via Schwartz’s Openness to Change–Conservation value dimension. Results from a hierarchical linear modeling analysis showed that less than 10% of variance in social capital indicators was found between countries, meaning that the level of social capital varies more substantively between individuals than between the countries. Openness to Change had a weak but statistically significant and positive relationship both with the indices of Generalized Social Trust and Informal Social Networks, which remained significant even when individual age, gender, education level, and domicile were controlled for. In sum, our findings show that the positive relationship between social capital and individualism that has been found at the cultural level also holds at the individual level: people who emphasize independent thought, action, and readiness to change are also more willing to believe that most people can be trusted and are more engaged in informal social networks. The relationship is, nevertheless, very weak and the strength of the association varies significantly across different European countries. This variation, however, cannot be explained by country differences in level of democracy or human development and the country’s wealth moderates only the individual level relationship between Openness to Change and Informal Social Networks. Our findings suggest that sources of social capital at the individual level can be found in people’s immediate social surroundings, as well as their everyday social interactions.     

Program indicators: Their role and use in the integrated social or community programming

The paper wishes to relocate the theme of social indicators within one of their most congenial reference frames, that of the social or community programming-evaluation process. It defines what a program is and also the meaning “program structure”. Further, it argues the relationship between objectives in the definition of program structures, and it develops a procedure to build the program structure and to apply a program analysis and evaluation. Finally, it considers, more in general, the nature and classification of program indicators and the criteria for the choice of types of program indicators in different circumstances. The discussion is supported with two examples of program structuring and the related selection of program indicators taken from two very different programs instigated by the Italian government: one is a program of aid for the poor and undernourished population of the third world; and the second is the 10 year plan for the environment beyond the year 2000.