Measuring is more than assigning numbers

'Measurement is fundamental to research-related activities in social science (hence this Handbook). In my own field of education research, perhaps the most discussed element of education lies in test scores. Examination results are measurements, the number of students attaining a particular standard in a test is a measurement; indeed the standard of a test is a measurement. The allocation of places at school, college or university, student:teacher ratios, funding plans, school timetables, staff workloads, adult participation rates, and the stratification of educational outcomes by sex, social class, ethnicity or geography for example, are all based on measurements. Good and careful work has been done in all of these areas (Nuttall 1987). However, the concept of measurement itself remains under-examined, and is often treated in an uncritical way. In saying this I mean more than the usual lament about qualitative:quantitative schism or the supposed reluctance of social scientists to engage with numeric analysis (Gorard et al. 2004a). I mean that even where numeric analysis is being conducted, the emphasis is on collecting, collating, analysing, and reporting the kinds of data generated by measurement, with the process of measurement and the rigor of the measurement instrument being somewhat taken for granted by many commentators. Issues that are traditionally considered by social scientists include levels of measurement, reliability, validity, and the creation of complex indices (as illustrated in some of the chapters contained in this volume). But these matters are too often dealt with primarily as technical matters – such as how to assess reliability or which statistical test to use with which combination of levels of measurement. The process of quantification itself is just assumed'

Multidimensional Poverty Measurement and Analysis: Chapter 2 - The Framework

This working paper introduces the notation and basic concepts that are used throughout the OPHI Working Papers 82-91. The Paper has five sections. First we review unidimensional poverty measurement with particular attention to the well-known Foster-Greer-Thorbecke measures of income poverty as many methods presented in OPHI Working Paper 84 (Chapter 3 – Overview of Methods for Multidimensional Poverty Assessment) as well as the measure presented in OPHI Working Papers 86-90 (Chapters 5-9) are based on these measures. The second section introduces the notation and basic concepts for multidimensional poverty measurement that are used in subsequent chapters. Third we define indicators’ scales of measurement, and fourth, addressissues of comparability across people and dimensions. The fifth section systematically explains different properties that have been proposed in axiomatic approaches to multidimensional poverty measurement, which enable the analyst to understand the ethical principles embodied in a measure and to be aware of the direction of change they will exhibit under certain transformations

Inter-country Comparisons of Poverty Based on a Capability Approach: An Empirical Exercise

We argue that inter-country comparisons of income poverty based on poverty lines uniformly reflecting the costs of the basic requirements of human beings are superior to the existing money-metric approaches. In this exercise, we implement a uniform approach to poverty assessment based on basic human capabilities for three countries: Nicaragua, Tanzania, and Vietnam. We compute standard errors of the resulting poverty estimates and compare the incidence of poverty across these three countries. The choice of approach affects both cardinal estimates and ordinal rankings of poverty across countries and over time. Meaningful and coherent inter-country poverty comparisons can be advanced through international co-ordination in survey design and in the construction of income poverty lines that uniformly reflect the costs of the basic requirements of human beings.Poverty, Inter-Country comparisons, Capability approach

Capabilities measurement: an empirical investigation

Sen’s seminal contribution highlights the importance of positive freedom in the measurement of human welfare. The present paper attempts to measure this freedom aspect in an integrated approach. The main contribution of the paper is the simultaneous estimation of capability, functioning, and conversion efficiency with explicit modeling of freedom by latent variable modeling approach. The knowledge dimension of capabilities is modeled and estimated by integrating exploratory and confirmatory statistical methods in a two-stage procedure. In the first stage, Partial Least Squares method is employed to construct latent variable scores. These scores are transformed to relative scores for the sake of comparison and then used to estimate the proposed simultaneous-equation capability model by 3SLS in the second stage. The results show that capability is inversely related to resources and positively related to freedom and functioning. The computed relative capability and freedom inequality ratios are very high whereas relative functioning and efficiency inequality ratios are at a moderate level. The conventional income inequality ratio is lower as compared to the capability dimensions’ ratios and close to the Gini-coefficient. The paper extended the measurement of conversion inefficiency into voluntary and involuntary inefficiency. The paper also suggests criteria for evaluating empirical research within the capability approach framework. The paper recommends development of specific survey instruments in order to create better indicators for capability dimensions and use of latent variable modeling for constructing latent variable scores, and their subsequent use in estimation. These findings suggest a capabilities-oriented public and education policies for the enhancement of knowledge dimension of capabilities in particular and human welfare in general. The focus of education policy should be extended from investment oriented (human capital approach) to value-oriented (human capability approach).Capabilities; Freedom; Functioning; Conversion Efficiency; Latent variables; Structural equations model; PLS; LISREL; 3SLS

A Study into the Impact of Logistics Sophistication of Brazilian Shippers in the Pattern of Contracting the Services of Logistics Operators

The main objective of this study is to evaluate the impact of the logistics sophistication of Brazilian shippers on the acquisition pattern of 3PL (third-party logistics) service providers. The conceptual model of logistics sophistication and the major dimensions and variables relating to the acquisition pattern were defined and a questionnaire was sent to 218 Brazilian shippers listed on the Revista Exame ranking. Based on the 93 questionnaires returned, the analyses conducted indicate that the most sophisticated shippers are durable goods manufacturers and that they contract 3PL services providers for inventory management and higher value added services. In essence, these results indicate that the most sophisticated shippers seek 3PL service providers capable of managing logistics trade-offs such as inventory levels vs. asset utilization levels. These implications on the selection criteria of 3PL service providers are also discussed

Inequality and Welfare Evaluation of Heterogeneous Income Distributions

This paper establishes the principles which should govern the welfare and inequality analysis of heterogeneous income distributions. Two basic criteria?the ?equity preference? condition and the ?compensation principle??are shown to be fundamentally incompatible. The paper favours the latter, thereby vindicating the traditional method of dealing with heterogeneous samples. However, inequality and welfare comparisons will usually be well defined only if equivalent incomes are obtained using constant scale factors; and researchers will need to distinguish clearly between inequality of nominal incomes and inequality of living standards. Furthermore, household observations must always be weighted according to family size.income distribution, inequality, living standards, needs

Mathematical Approaches to Sustainability Assessment and Protocol Development for the Bioenergy Sustainability Target Assessment Resource (Bio-STAR)

Bioenergy is renewable energy made of materials derived from biological, non-fossil sources. In addition to the benefits of utilizing an energy source that is renewable, bioenergy is being researched for its potential positive impact on climate change mitigation, job creation, and regional energy security. It has also been studied to investigate possible challenges related to indirect and direct land-use change and food security. Bioenergy sustainability assessment provides a method to identify, quantify, and interpret indicators, or metrics, of bioenergy sustainability in order to study trade-offs between environmental, social, and economic aspects of bioenergy production and use. Assessment is crucial to inform policymakers, researchers, and stakeholders as they make decisions to support the development of a sustainable bioeconomy in the United States and globally. It is the purpose of this dissertation to identify and derive mathematical techniques that aid in the development of the Bioenergy Sustainability Target Assessment Resource (Bio-STAR). Guiding principles for Bio-STAR include (i) adaptability for assessing diverse bioenergy production pathways, (ii) exibility to support a range of analyses that researchers and policymakers may seek to undertake, and (iii) mathematical robustness with respect to the operations utilized. Key components of sustainability assessment are defined and presented in the first chapter. Of the key components, Normalization and Aggregation represent areas in which the mathematical processes utilized are critical to assessment outcomes. As such, mathematical theory is developed for Normalization and Aggregation in sustainability assessment and presented in the second and third chapters, respectively. This theory is applied in the fourth chapter to inform the development of protocols for the Bioenergy Sustainability Target Assessment Resource. Bioenergy is seen as component of a sustainable energy future in the United States. Bioenergy is unique among renewable energy sources in that it can be produced in a variety of ways. Bio-STAR is a tool that will enable policymakers, researchers, and stakeholders to explore these many bioenergy options from a sustainability viewpoint and make decisions that will guide the U.S. and the world towards a sustainable energy future

Measuring Socioeconomic Inequality in Health, Health Care and Health Financing by Means of Rank-Dependent Indices: A Recipe for Good Practice

The tools to be used and other choices to be made when measuring socioeconomic inequalities with rank-dependent inequality indices have recently been debated in this journal. This paper adds to this debate by stressing the importance of the measurement scale, by providing formal proofs of several issues in the debate, and by lifting the curtain on the confusing debate between adherents of absolute versus relative health differences. We end this paper with a "matrix" that provides guidelines on the usefulness of several rank-dependent inequality indices under varying circumstance