An axiomatization of the human development index

In 2010 the UNDP unveiled a new methodology for the calculation of the Human Development Index (HDI). In this paper I investigate the normative and practical properties of this change vis a vis the original formulation of the HDI in 1990. The main conceptual innovation of the new index can be summarized as follows: the new HDI penalizes both low and uneven achievements across all dimensions of human development, whereas the old formulation is not sensitive to such uneven development. In practice, however, both methodologies agree considerably in terms of how they rank countries, but when they differ, the new methodology produces results more consistent with what the HDI is intended to measure: human development and capabilities, as conceptualized by Sen (Commodities and capabilities. Elsevier, Oxford 1985).     

A reconsideration of the tradeoffs in the new human development index

This paper demonstrates that the perfect tradeoff implication of the old Human Development Index can be avoided by employing a notion of imperfect tradeoff in the characterization of the Human Development Index. The resulting index is shown to be ordinally equivalent to the Chakravarty (Rev Dev Econ 7:99–114, 2003) generalized Human Development Index.     

The HDI 2010: new controversies, old critiques

Since its introduction in the first Human Development Report in 1990, the Human Development Index (HDI) has attracted great interest in policy and academic circles, as well as in the media and national audiences around the world. Its popularity can be attributed to the simplicity of its characterization of development - an average of achievements in health, education and income – and to its underlying message that development is much more than economic growth. The index was originally conceived by the late Pakistani economist Mahbub ul Haq, in collaboration with Amartya Sen and other scholars, as a response to their dissatisfaction with GDP as the standard measure of development. As Haq noted, “Any measure that values a gun several hundred times more than a bottle of milk is bound to raise serious questions about its relevance for human progress.” Yet the HDI’s very simplicity prompted critiques from the start, with some contending that it was too simplistic, while others who accepted its self-imposed limitations still questioned its choice of indicators and its computational methodology. This article discusses the concept and key insights learnt from the HDI, provides a detailed review of key critiques of the HDI, today and in the past, and explains the recent changes introduced to the HDI formula and indicators. Recent controversies are highlighted and placed in the context of longer running debates. The innovations to broaden the measurement of deprivations and disparities in human development are introduced, with some key global and regional insights.     

Making the Human Development Index (HDI) gender-sensitive

The Human Development Index (HDI), introduced in 1990 by the UN Development Program, offers an alternative to the gross national product and consumer utility in its ability to measure relative socioeconomic progress over time and identify priorities for policy intervention. On the other hand, as an overall development index, the HDI is unable to reveal disparities based on gender, race, social class, and region. Its failure to incorporate disaggregated variables has impeded government awareness that particular subgroups experience very different levels of socioeconomic development concealed by the HDI. Only when the HDI is more gender-sensitive will it be an accurate measure of human development. The creators of the HDI are urged to ensure that their data base of critical measures such as employment, income, mortality, education, consumption, and housing are disaggregated by sex. Moreover, models should assign an economic value to women's unpaid domestic labor as well as their underpaid, under-reported work in the formal and informal sectors.     

Subjective well-being in European countries��on the age-specific impact of physical activity

As an attempt to measure the ‘experienced’ utility of individuals in economics, the investigation of individuals’ subjective well-being (SWB) was pioneered by Van Praag and Frijters (1999) and Kahneman et al. (1999). Since then, a number of studies has analysed the factors associated with SWB and policy makers are now recognising the importance of SWB as a policy target, with the implication being that one could target its factors associated with increase in the overall SWB in countries. However, despite its significance to economies, and increasing policy relevance, investigations on the impact of sport and physical activity on SWB are relatively rare [e.g. Rasciute and Downward in Kyklos 63(2):256–270, 2010]. More specifically, despite sports participation and engagement in physical activity having a strong age-specific profile (Breuer et al. in Eur Rev Aging Phys Act 7:61–70, 2010; Hinrichs et al. in Eur J Sport Soc 6(1):49–57, 2010; Mechling and Netz in European Rev Aging Physical Activity 6(2):89–97, 2009), there is no study that investigates whether the magnitude of this impact is age-specific. Consequently, this paper seeks to make a unique contribution to the existing literature by exploring the age-specific effects of physical activity on SWB for a broad cross-section of 19 European countries. Overall, the results suggest that engagement in physical activity generally contributes to the SWB of individuals on a European level but that significant age-specific differences exist.     

What does Brunei teach us about using Human Development Index rankings as a policy tool?

The Bruneian Government has set an ambitious target to achieve a top 10 ranking on the United Nations Development Programme's (UNDP) Human Development Index (HDI) by 2035. To achieve its objective (described in a national strategy document called the Wawasan 2035), Brunei's economy needs to grow by 6% to 7%. Is setting an HDI target a good way to govern Brunei's policy‐making? Is it a good way to govern any country's policy‐making? In this article, we look at the role of HDI‐rank targets in economic and fiscal policy. We show that such a headline target (much like a profit target in a private company) automatically sets targets for growth in various economic sectors and fiscal policy targets. As such, HDI‐rank targeting may provide a useful mechanism for co‐ordinating development policies and for monitoring progress against a wide range of development goals using only one number.     

Examining Community Life “in the Making”: Emile Durkheim’s <Emphasis Type="Italic">Moral Education</Emphasis>

Although often overlooked in sociological circles, Emile Durkheim’s (1902–1903) Moral Education provides an important cornerstone in the quest to understand community life. Not only does Moral Education give a vibrant realism to the sociological venture in ways that Durkheim’s earlier works (1893, 1895, 1897) fail to achieve, but in addressing discipline, devotion, and informed reasoning as humanly engaged, collectively accomplished fields of activity Emile Durkheim also provides an exceptionally consequential baseline analysis of human knowing and acting. Notably as well, focusing on the organizational, intersubjectively achieved features of elementary education, Durkheim’s Moral Education lays bare the interactional nature of the moral order of community life. Indeed, as a sustained analysis of the way of life of a group of people collectively participating in the educational process, this text addresses the most basic features of people’s relations to one another and the broader society in which they find themselves. Much more than an account of childhood socialization, Durkheim’s Moral Education also presages the more thoroughly humanist sociology that Durkheim develops in The Evolution of Educational Thought (1904–1905), The Elementary Forms of the Religious Life (1912) and Pragmatism and Sociology (1913–1914).     

Intellectual Integration and Articles in Core Sociology Journals, 1960–2000

This study builds on and extends two studies by Oromaner (J Am Soc Inf Sci, 28:34–37, 1977; Int J Inf Manage, 6:29–35, 1986) in which he examined the integrating role of sociology’s three core general journals (American Journal of Sociology (AJS), American Sociological Review (ASR), Social Forces (SF)) among both core (N = 3) and specialty (N = 7) journals. In each study he traced the number of citations received by full-length articles published in the core journals (1960, 1973) during the first 10 years after publication. The present study replicates this methodology for articles published in 1990. In addition, the present study looks at the relationship between each of the core journals and each of the ten citing journals. The percent of core articles cited has increased from 67 to 84, however, the percent cited in five or more journals has remained quite stable and low (13%, 10%, 12%). Core journal articles are more likely to be cited in core journals than they are in specialty journals, and there appears to be some relationship between specific core journals and certain specialty journals. More in depth analysis is presented for the 1990 cohort.     

Cohabitation Premium in Men’s Earnings: Testing the Joint Human Capital Hypothesis

This paper provides new evidence on the increase in wage earnings for men due to marriage and cohabitation (in the literature, commonly referred to as marital and cohabitation wage premiums for men). Using data for a sample of white men from the National Longitudinal Survey of Youth 1979, the paper shows that even after accounting for potential selection bias there is a cohabitation wage premium for men, albeit smaller than the marriage premium. Our analysis shows that a joint human capital hypothesis (a la Benham in J Polit Econ 82(2, Part 2):S57–71, 1974) with intra-household spillover effects of partner’s education can explain the existence of the wage premiums. Our estimates provide some empirical support for the joint human capital hypothesis.     

The UNDP,the World Bank and Human Development through the World Market

This article offers a critical review of the UNDP's understanding of human development, and of recent Human Development Reports, with a principal focus on those from 2010 to the present. It argues that they show that the UNDP is now fully aligned with the World Bank in its overall policy stance and its underlying logic, and that this marks the end of the project of setting market‐led growth in a broader conception of human development that began with the first report (1990). The idea that the UNDP/HDR conception of human development represents an alternative to World Bank orthodoxy is a myth.     

Validation of the Consumption Screen for Problem Gambling (CSPG)

A 3 item screen for problem gambling was developed based on a conceptual analogue of the Alcohol Use Disorders Identification Test—Consumption (Bush et al. in Arch Intern Med 158:1789–1795, 1998); a brief screen that measures consumption rather than harm. Data were collected from an email panel survey of 588 men and 810 women (n = 1,398) across all states in Australia. Respondents indicated their consumption of gambling products using the 3 items of the new Consumption Screen for Problem Gambling (CSPG). Receiver Operating Characteristics curve analysis was used to analyze the performance of the new items relative to the Problem Gambling Severity Index (Ferris and Wynne in The Canadian problem gambling index: Final report, 2001). Results show a 98% probability that the CSPG score for a randomly chosen positive case of problem gambling will exceed the score for a randomly chosen negative case. In addition, a score of 4+ on the CSPG identified all 14 cases of Problem Gambling correctly, while only 7.3% of non-problem gamblers had scores of 4+ (sensitivity = 100%; specificity = 92.7%). Lastly, only 3.0% of respondents without any gambling problems had CSPG scores of 4+. The current study suggests that the CSPG, a brief consumption-based measure for gambling products, can quickly and accurately identify people who are likely to be experiencing gambling problems.     

Two-stage electoral competition in two-party contests: persistent divergence of party positions

Models of party competition building on Downs (1957) have recognized that there are centrifugal and centripetal forces in party competition; but one such force, the existence of party primaries, has been remarkably neglected in recent literature. We consider party/candidate policy divergence in two-party competition in one dimension where there is a two-stage electoral process, e.g., a primary election (or caucus) among party supporters to select that party’s candidate followed by a general election. We develop a model in which (some or all) voters in the primary election are concerned with the likelihood that the primary victor will be able to win the general election and being concerned with that candidate’s policy position. This model is similar in all but technical details to that given in an almost totally neglected early paper in Public Choice Coleman (1971) 11:35–60, but we offer important new results on electoral dynamics for candidate locations. In addition to accounting for persistent party divergence by incorporating a more realistic model of the institutions that govern elections in the U.S., the model we offer gives rise to predictions that match a number of important aspects of empirical reality such as frequent victories for incumbents and greater than otherwise expected electoral success for the minority party in situations where that party has its supporters more closely clustered ideologically than the supporters of the larger party (in particular, with a concentration of voters between the party mean and the population mean).A much earlier version of this paper was presented at the Annual Meeting of the Public Choice Society, Long Beach, California, March 24–26, 1995. We are indebted to Dorothy Green and to Clover Behrend-Gethard for bibliographic assistance and to Nicholas Miller and the late Peter Aranson for helpful suggestions.     

Strategy-proof and anonymous rule in queueing problems: a relationship between equity and efficiency

We consider a relationship between equity and efficiency in queueing problems. We show that under strategy-proofness, anonymity in welfare implies queue-efficiency. Furthermore, by combining the result of Kayı and Ramaekers (Games Econ Behav 68:220–232, 2010) with ours, we also give a characterization of the class of rules that satisfy strategy-proofness, anonymity in welfare, and budget-balance.     

Application of human development index to measurement of deprivations among urban households in Minna, Nigeria

The human development index (HDI) as a measure of human well-being became popular with the publication of the first report on human development in 1990 by the United Nations Development Programme (UNDP). Not only has the index been accepted by academics, policy makers, governments and development agencies, it has become a means of ranking countries annually. While the HDI offers a composite index that summarises basic choices available to people, it has been criticized on many grounds. For example, it is argued that it does not capture the totality of issues that affect human well-being. Hence, efforts are being made to widen the scope of issues covered by the index. This work contributes to these efforts. The study examines housing facilities, housing adequacy, housing space and solid waste disposal as part of issues that affect human development. While the possession of these amenities by households within their dwelling units contribute to human development, their absence will constitute some form of deprivation.     

The End(s) of Ethnomethodology

From the outset, Melvin Pollner tried to come to grips with ethnomethodology, especially Harold Garfinkel’s contributions. In recent years he was especially concerned with where ethnomethodology had gone and where it was headed. In Garfinkel’s recent book, Ethnomethodology’s Program (2002), and other writings, Pollner saw a distinctly different version of ethnomethodology in contrast with Garfinkel’s (and others’) earlier work. “The End(s) of Ethnomethodology” represents Pollner’s most polished, if still incomplete, reflection upon the state of ethnomethodology in the early 21^st century. This article is published posthumously. Robert M. Emerson and James A Holstein assembled and edited the final text.     

Book Reviews

Books reviewed in this article: Human Development Report 2006: Beyond Scarcity: Power, Poverty and the Global Water Crisis. By the United Nations Development Programme. Does Foreign Aid Really Work? By Roger Riddell. Human Security and the UN: A Critical History. By S. Neil MacFarlane and Yuen Foong Khong. Europe and its Immigrants in the 21st Century: A New Deal or a Continuing Dialogue of the Deaf? Edited by Demetrios G. Papademetriou. Immigration and America's Future: A New Chapter. By Doris Meissner, Deborah W. Meyers, Demetrios G. Papademetriou and Michael Fix. Fifty Key Thinkers on Development. Edited by David Simon. The Elgar Companion to Development Studies. Edited by David Alexander Clark.     

Development and Psychometric Evaluation of a 10-Item Short Form Inventory of Gambling Situations

The Inventory of Gambling Situations (IGS-63; Turner and Littman-Sharp, Inventory of gambling situations users guide, 2006) is a 63-item measure of high-risk gambling situations. It assesses gambling across 10 situational subscales that load onto two higher-order factors: negative and positive situations (Stewart et al. Psychology of Addictive Behaviors, 22:257–268, 2008). While the IGS-63 has excellent psychometric properties (Littman-Sharp et al., The Inventory of Gambling Situations: Reliability, factor structure, and validity (IGS Technical Manual), in press) its length may preclude its use in time-limited contexts. The purpose of this study was to develop and validate a 10-item short-form of the IGS (IGS-10). Each IGS-10 item reflects one of the ten subscale categories from the IGS-63, with two items from the original subscales included as examples for each IGS-10 item. The IGS-10 was administered to 180 undergraduate gamblers along with the IGS-63 and the Problem Gambling Severity Index (PGSI; Ferris and Wynne, Canadian Problem Gambling Index: Final report, 2001). IGS-10 items showed convergent validity with the corresponding IGS-63 subscales (r’s = .60–.73). Principal components analysis of the IGS-10 revealed two factors: negative (α = .84) and positive (α = .85). PGSI scores correlated significantly with all IGS-10 items (r’s = .33–.58) and with both IGS-10 higher-order subscales (r’s = .66 [negative] and .49 [positive]), supporting the criterion validity of the IGS-10. Since minimal information is lost when using the IGS-10, the short form may prove particularly useful when respondent burden prevents using the full IGS-63.     

Income inequality games

The paper explores different applications of the Shapley value for either inequality or poverty measures. We first investigate the problem of source decomposition of inequality measures, the so-called additive income sources inequality games, based on the Shapley value, introduced by Chantreuil and Trannoy (1999) and Shorrocks (1999). We show that multiplicative inequality games provide dual results compared with Chantreuil and Trannoy’s ones. We also investigate the case of multiplicative poverty games for which indices are non additively decomposable in order to capture contributions of sub-indices, which are multiplicatively connected with, as in the Sen-Shorrocks-Thon poverty index. We finally show, in the case of additive poverty indices, that the Shapley value may be equivalent to traditional methods of decomposition such as subgroup consistency and additive decomposition.     

Facial Behavior While Experiencing Sexual Excitement

We analyzed the facial behavior of 100 volunteers who video-recorded their own expressions while experiencing an episode of sexual excitement that concluded in an orgasm, and then posted their video clip on an Internet site. Four distinct observational periods from the video clips were analyzed and coded by FACS (Facial Action Coding System, Ekman and Friesen 1978). We found nine combinations of muscular movements produced by at least 5% of the senders. These combinations were consistent with facial expressions of sexual excitement described by Masters and Johnson (Human sexual response, 1966), and they included the four muscular movements of the core expression of pain (Prkachin, Pain, 51, 297–306, 1992).     

Book Reviews

Book reviewed in this article: Agriculture Lasley , Paul F., F. Larry Leistritz , Linda M. Lobao, and Katherine Meyer . Agriculture Libert , Bo . The Environmental Heritage of Soviet Agriculture. Agriculture Mooney , Patrick H. and Theo J. Majka . Farmers' and Farm Workers' Movements: Agriculture Mc Michael , Philip (ed.). The Global Restructuring of Agro-Food Systems. Historical Development of Rural America May , Dean L. Three Frontiers: Family, Land, and Society in the American West. Historical Development of Rural America Nelson , Daniel . Farm and Factory in the Heartland: Workers in the Midwest 1880–1990. Historical Development of Rural America Danbom , David B. Born in the Country: A History of American Rural Life. Historical Development of Rural America Castle , Emery N. (ed.). The Changing American Countryside: Rural People and Places. Historical Development of Rural America Stack , Carol . Call to Home: African Americans Reclaim the Rural South. Historical Development of Rural America Crissman , James K. Death and Dying in Central Appalachia. Community and Human Development Beaulieu , Lionel J., and David Mulkey (eds.). Investing in People: Community and Human Development Ramsay , Meredith . Community, Culture and Economic Development: Other Issues Moore , Henrietta L. Space, Text and Gender: An Anthropological Study of the Marakwet of Kenya. Other Issues Barnes , Trevor J. Logics of Dislocation: Models, Metaphors, and Meanings of Economic Space. Other Issues Sclove , Richard E. Democracy and Technology.