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.     

Discussion: Problems in social indicator development

This paper attempts to draw together the critical comments of five reviewers of U.S. government publications in the field of social indicators. Three of these reviews, by Robert McGinnis, Robert E. Herriott and Monroe Lerner, are included in this issue. David seidman's review has been published in the January 1978 issue of The Annals, while Pamela Ebert-Flatteau's general comments have not been published. The diverse comments of these reviewers are organized into four general problem-areas: conceptual problems, problems of measurement, communication problems, and normative problems.     

The U.S. federal effort in developing social indicators

As an introduction to this issue, some historical background of the effort of the U.S. Federal goverment in tracking social trends and making use of social indicators is reviewed. The 1934 study, Recent Social Trends in the United States, and the monographs analyzing demographic trends sponsored by the U.S. Bureau of the Census, are seen as antecedents to the current support accorded what has become a kind of triennial Social Indicators publications. The three subject-matter social indicators volumes of the Federal government — Science Indicators, The Condition of Education and Health: U.S.A. — are reviewed in this volume, and the programs of several other agencies, the Bureau. etc., to develop and communicate social indicators are discussed. The forecast for the future of social indicators includes the development of social accounts, the improvement of models that have criterion social indicators as the dependent variable, and the appreciation of the statistical system to provide the information needed for improved monitorship and understanding. These are seen as joint endeavors of the public and private sectors.     

A system of social indicators for the CMEA countries and for Hungary

This paper discusses the reasons for the growing demand for social indicators in Hungary and in other European socialist countries. A brief history of the construction of a system of social indicators within the framework of the Council of Mutual Economic Aid is given. The subsystems and the main indicators are described. The present practice and the problems of social classifications used in the social indicator systems and in social surveys are treated. In addition to the existing data sources of social indicators, sample surveys were considered to be necessary to provide a full and detailed view of Hungarian society. In addition to objective indicators, recently, subjective indicators have also been collected.     

The structure of subjective well-being in nine western societies

The structure of subjective well-being is analyzed by multidimensional mapping of evaluations of life concerns. For example, one finds that evaluations of Income are close to (i.e., relatively strongly related to) evaluations of Standard of living, but remote from (weakly related to) evaluations of Health. These structures show how evaluations of life components fit together and hence illuminate the psychological meaning of life quality. They can be useful for determining the breadth of coverage and degree of redundancy of social indicators of perceived well-being. Analyzed here are data from representative sample surveys in Belgium, Denmark, France, Germany, Great Britain, Ireland, Italy, Netherlands, and the United States (each N≈1000). Eleven life concerns are considered, including Income, Housing, Job, Health, Leisure, Neighborhood, Transportation, and Relations with other people. It is found that structures in all of these countries have a basic similarity and that the European countries tend to be more similar to one another than they are to USA. These results suggest that comparative research on subjective well-being is feasible within this group of nations.     

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

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

Time in the Development of Indicators on Sustainable Wellbeing: A Local Experiment in Developing Alternative Indicators

This paper is a theoretical and methodological study on the topics of distribution of and competition between time spans dedicated to social activities in the development of sustainable well-being indicators. This article seeks to answer the following question: why and how should we take into account social time in the development of alternative indicators? To bring to light the complex relationship between well-being, sustainability and people’s relationship to time, this article draws on an experiment aimed at developing Regional Sustainable Well-being Indicators (Indicateurs de Bien-être Soutenable Territorialisés—IBEST), which took place in the Grenoble urban area. This experiment was based on two methodologies; the first one being a quantitative survey, and the second one being a series of qualitative interviews coupled with a participatory approach. One of the datasheet indicators developed following this methodological crossover is the activity times balancing indicator, which allows us to take into consideration the pressure affecting time spent on social activities (work, leisure, families and civic engagement).     

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.     

Fertility Behaviour and Wealth Situation in Nigeria: Evidence from 2013 Demographic and Health Survey

With the growing interest in evaluation of quality of life, emerging number of methods are presented. Each contribution varies depending on the matter of interest, and all of them address the issue of subjective weighting factors. The objective of this paper is to explore possibilities to enhance Better Life ranking methodology, available from the Better Life initiative website, using I-distance method. The result was twofold: firstly, we pointed out potential shortcomings of subjectively chosen weights of Better Life ranking methodology by employing our I-distance approach. Secondly, we provided detailed information on how each Better Life indicator contributes to the final position and emphasize the essential indicators in the process of ranking. We have collected the latest available data for 2014, including all 24 indicators of the Better Life composite index. After that we have compared the two ways of rankings, i.e. the I-distance ranking and the Better Life ranking, emphasizing the improvement offered by the I-distance methodology. Further, through iterative exclusion of indicators based on the level of their significance, we have reached the highest quality of the model. That model includes the following six indicators: personal earnings, water quality, life satisfaction, household net adjusted disposable income, employment rate, rooms per person. Hereby, we have compared and presented ranking changes at each iteration for the top 10 countries, which offer a level of consistency in their rank. In addition, one of the objectives is to help policymakers focus on the key indicators in order to improve the ranking of the country, showing governments and administrations which indicators are the most important to invest into. Moreover, our approach could be the foundation for impartial framework of the quality of life’s assessment, independent of subjectively formed weighting factors.     

Measurement of social development: an international comparison

PQLI and HDI are the two most popular measures of development, besides per capita income. Over the years, PQLI appears to be not much in use for regional comparisons, especially after the introduction of HDI. While PQLI considers only the physical variables—adult literacy, life expectancy at birth and infant survival rate, HDI has life expectancy at birth, educational attainment and real GDP per capita (PPP$). PQLI and HDI are similar, the main difference between the two being the inclusion of income in HDI and exclusion of the same from PQLI. In a sense, HDI represents both physical and financial attributes of development and PQLI has only the physical aspects of life. The present author took the lines of PQLI to express development in terms of physical variables and considering development as a multidimensional phenomenon, Ray (1989) [Ray, A. K. (1989). On the measurement of certain aspects of social development, Social Indicators Research (Vol. 21, pp. 35–92). The Netherlands: Kluwer Academic Publishers.] included as many as 13 physical variables to represent social development across 40 countries; no financial variable was included in the construction of composite index, termed as the Social Development Index, SDI. Incidentally, like PQLI, SDI was introduced before HDI. Unlike PQLI and HDI, SDI considers (i) a large number of indicators representing various concern areas and (ii) a set of objective methods for combining the development indicators as a composite index. Ray (1989) has been restated and updated in this article with newer cross-country information. In the present study, SDI has been constructed for over 102 countries, including 21 OECD countries, using 10 development indicators, instead of 13 indicators in the past. Apart from presenting objective methods for combining indicators into SDI, the present study asserts that SDI works better than HDI as a measure of development for an international comparison. The views expressed in the article are those of the author and not of the institution he serves.     

Preaching to the Choir: Are the Commission’s Recommendations Already Applied?

As we have seen, the Commission’s final report outlines a comprehensive framework by defining some guidelines by: (a) identifying the limits of GDP as an indicator of economic performance and social progress, including measurement problems; (b) considering what additional information might be required for the production of more relevant social progress indicators; and (c) assessing the feasibility of alternative measurement and presentation tools. The report argues that GDP should not be completely eliminated by the options for measuring progress, but must be integrated with other information. In particular, the Committee defines three major areas in which indicators should be developed: economic conditions, quality of life and sustainability. In the European scene, but not only, there are many initiatives that aim at measuring the progress of countries and well-being through different conceptual frameworks and by using several indicators. This work intends to analyze some of those relevant initiatives by comparing and confronting them to the Commission’s recommendations, in order to check what already fits the commission recommendations and what still needs to be defined in that perspective.     

A Short-Term Longitudinal Study of Differential Sources of School-Related Social Support and Adolescents’ School Satisfaction

School is an important context for early adolescents’ development. An overall positive sense of well-being in school, measured by school satisfaction in this study, should be one of the indicators of a good schooling experience. To address the importance of social support in the school context, this study examined the relationship between three sources of school-related social support (family support for learning, peer support for learning, and teacher-student relationships) and early adolescents’ school satisfaction across time. Participants were 547 middle school students from a middle school in the Southeastern United States who completed surveys of school social climate and school satisfaction on two separate occasions, five months apart. Results showed that overall school-related social support explained a substantial amount of the variance associated with students’ school satisfaction reports at both time points. However, there were differential effects among three sources of social support. Specifically, teacher-student relationships accounted for the largest amount of variance in school satisfaction at Time 1 and Time 2 (controlling for Time 1); peer support contributed a statistically significant amount of unique variance to school satisfaction at Time 1; and family support significantly contributed to students’ school satisfaction at Time 2 (controlling for Time 1). Recommendations for educators, childcare workers, administrators, and policymakers are discussed in light of the findings and developmental considerations.     

Ideology and social indicators of the quality of life

This paper explores the possibility that social-psychological, evaluative measures of social well-being/quality of life (QOL) perceptions may embody unintended ideological elements. We argue that individual QOL satisfactions are likely caused, in part, by ‘satisfactions’, or conservative orientations, vis-à-vis societal institutions. Four dependent measures of QOL attitudes-overall life satisfaction, service satisfaction, community satisfaction, and powerlessness-are derived from factor analyses and established measurement procedures. Each of these QOL indicators is found to exhibit significant bivariate associations with measures of political-economic ideology. These relationships are somewhat reduced, but persist at statistically significant levels, when socio-demographic background variables are held constant. We then discuss the implications of our results for theory and method in the social indicators field.     

Measures of self-reported well-being: their affective,cognitive, and other components

This investigation begins from the hypothesis that social indicators of perceived well-being — e.g., people's assessment of their own life quality — will, like other attudes, reflect two basic types of influences: affect and cognition. In addition, the indicators were expected to include two other components: unique variance (mainly random measurement error) and correlated measurement error. These ideas are investigated using a structural modeling approach applied to 23 assessments of life-as-a-whole from a national survey of Americans (N=1072) and/or a survey of urban residents in England (N=932). In both sets of data, models that included affective and cognitive factors fit significantly better than more restricted models. Furthermore, as expected, measures of (a) ‘happiness’, ‘fun’, and ‘enjoyment’ tended to be relatively more loaded with affect than were measures of (b) ‘satisfaction’, ‘success’, and ‘meeting needs’; and (c) measures designed to tap both affect and cognition tended to fall between the first two groups. In addition, the results suggest that measures employing relatively many scale points and direct assessments yield more valid indicators of people's evaluations of life-as-a-whole than do measures based on three-point scales or on explicit comparisons with other times or groups. These results contribute to basic knowledge about the nature of life quality assessments, help to explain some previously puzzling relationships with demographic factors such as age and education, and may be useful to designers of future studies of perceived well-being.     

Education,Human Development and Quality of Life: Measurement Issues and Implications for India

This paper analyses and compares the measurement of indicators and variables in the construction of education index in Human Development Index (HDI) at the global, national and 18 sub-national human development reports in India since 1990. The results show non-comparability of measurement of the education indicators and variables. This implies that vertical and horizontal comparability of HDI may not be plausible for India. Implications of these analyses are highlighted for measurement of quality of life indices with special reference to physical quality of life index. Policy lessons are derived for future measurement of education index for India in particular, and other developing countries in general.

Models of well-being and ill-being

The purpose of this paper is to present models of well-being and ill-being which integrate the effects of different types of independent variables. Using the more powerful techniques provided by the LISREL software, the paper replicates and extends analysis previously reported in SIR (Headey, Holmstrom and Wearing, 1984a). A preliminary issue is whether well-being and ill-being constitute different dimensions or whether they are polar opposites. Factor analytic evidence, derived from two waves of an Australian panel study (1981, 1983) with samples of 942 and 878 respectively, confirms that indicators of well-being and ill-being form distinct, although not orthogonal dimensions. In the models of well-being and ill-being estimated from the panel data, we attempt to integrate research dealing with the impact of social background, personality, social networks and satisfaction with particular domains of life. Two key personality traits which influence both well-being and ill-being are self-esteem and personal competence. Social background (SES) has greater influence on ill-being than well-being. Having a well-developed social network, on the other hand, contributes more to enhancement of well-being than relief of ill-being. This is largely because a rich social network is associated with satisfaction with leisure, friends and marriage, which themselves are the life domains most closely connected to feelings of well-being. By contrast, the domain of health is relatively closely associated with ill-being. The conclusion discusses public policy implications of the finding that well-being and ill-being have different correlates and causes. Conventional welfare policies are designed to relieve ill-being. Quite different policies (“positive welfare” policies) are required to enhance well-being.     

Self-Sustained Quality of Life Monitoring: The Philippine Social Weather Reports

In the Philippines, measurement of social indicators covering Qualityof Life and other social concerns has been institutionalized by means ofa unique Social Weather Reporting system. The Social Weather Reports arebased on a series of national surveys operated on a self-sustaining,syndicate-cum-omnibus basis by a private research institute whichoperates as an “enterprising non-profit.” The surveys began on asemestral basis in 1986 and have been run quarterly since 1992. Amongtheir regular topics are self-rated poverty, QOL gaining/losing andoptimism/pessimism, victimization by common crimes, satisfactionwith the performance of government institutions and officials, publicopinion on contemporaneous critical issues, and electoral prospects.Since the topics all deal with public issues, subscribers to the SocialWeather Reports are mostly from the public sector, plus some corporateand diplomatic institutions. Access of non-subscribers to the surveyfindings is on a delayed basis; all surveys are archived for publicuse. The most important factors behind the success of the Social WeatherReports have been their consistent focus on indicators of democracy andgovernance and their record in predicting the outcomes of the 1992,1995, and 1998 national elections in the Philippines.     

Nominal comparability is not enough: (In-)equivalence of construct validity of cross-national measures of educational attainment in the European Social Survey

Educational attainment is a core social background variable covered in each and every survey of individuals. Since educational institutions and qualifications are difficult to compare across countries, cross-national surveys pose a particular challenge to the measurement of educational attainment. This study performs a comparative construct validation of a number of cross-national measures of education using the European Social Survey. The measures comprise two versions of the International Standard Classification of Education (ISCED), the education scheme developed in the project ‘Comparative Analysis of Social Mobility in Industrial Nations’ (CASMIN) and hypothetical as well as actual years of education. The first ISCED measure corresponds to the well-known main ISCED levels. The second one, the European Survey Version of ISCED (ES-ISCED) developed for this study, represents an effort to reflect different types of education within levels of education by considering ISCED sub-dimensions, most importantly ‘programme orientation’. Using linear regression models, it is shown how much explanatory power educational attainment loses when different cross-national variables are used, as compared to country-specific educational attainment variables (CSEVs), and how these losses vary across measures and countries. The dependent variable used for the construct validation is social status as measured by the International Socio-Economic Index (ISEI). Results suggest that harmonisation always entails some loss of explanatory power for at least a few countries. However, there are clear performance differences between the comparable measures in terms of both the average amount of losses as well as the distribution of losses across countries. The use of actual years of education as well as the levels-only ISCED strongly attenuates the education-social status association on average, but also to very different degrees across countries. CASMIN and ES-ISCED fare considerably better: they show the lowest losses of explanatory power and the lowest variation of losses across countries. Hypothetical years of education lie in between. Some practical implications are then proposed, e.g. on how to implement cross-national measures of educational attainment in international surveys.