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Monitoring Inequality among Social Groups: A Methodology Combining Fuzzy Set Theory and Principal Component Analysis

机译:监测社会群体之间的不平等:结合模糊集理论和主成分分析的方法

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The present paper contributes to operationalizing the Capability Approach by proposing a methodology for the design of sets of indicators for monitoring inequality among social groups based on census and household surveys. The result is a set of indicators and synthetic indices that can be disaggregated by social groups, in a way that allows the monitoring of inequalities in the overall achievement either of fundamental rights or of specific rights. The methodology combines the heuristic power of Principal Component Analysis in offering empirical evidence for the aggregation of indicators with the operational advantage of Fuzzy Set Theory for their final design and measurement. The paper emphasizes the complementarities of these statistical techniques. The methodology is illustrated by the design of a set of indicators for monitoring housing adequacy in the Venezuelan context.
机译:本文件通过提出一种方法来设计一套用于根据普查和家庭调查监测社会群体之间不平等的指标,从而为能力方法的实施做出了贡献。结果是可以由社会团体分解的一组指标和综合指数,其方式可以监测基本权利或特定权利在总体成就中的不平等状况。该方法结合了主成分分析在提供经验证据以汇总指标方面的启发作用,以及模糊集理论在最终设计和测量方面的操作优势。本文强调了这些统计技术的互补性。通过设计一套指标来说明该方法,该指标用于监测委内瑞拉的住房适足性。

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