Abstract
In this chapter, we provide a brief outline of the main motivations why partial order theory is of key importance in the statistical analysis of socio-economic data, presenting some of the more recent tools available for practical applications. We focus in particular on four typical problems in the analysis of socio-economic data, namely: (i) the construction of rankings, (ii) the evaluation of multidimensional latent traits, like deprivation, (iii) the comparison of statistical populations scored on multi-indicator systems and (iv) the measurement of multidimensional ordinal inequality. The exposition has a didactic aim; statistical procedures are sketched avoiding technical details, but discussing simple examples and providing the relevant software code, in the R language.
Access this chapter
Tax calculation will be finalised at checkout
Purchases are for personal use only
Notes
- 1.
Let A be a square matrix; a vector x is called eigenvector of A relative to the eigenvalue a if it holds A x = a x, where a is a real number. Eigenvectors, when they exist, provide deep information on the structure of the input matrix and are often used in multivariate statistics, to produce optimal data synthesis.
- 2.
ORIM stands for “Osservatorio regionale per l’integrazione e la multietnicità” (“Regional observatory on integration and multiethnicity”).
- 3.
Given two cumulative distributions F(t) and G(t), defined on the same totally ordered set T (which can be either continuous or discrete), we say that G first-order dominates F, if G(t) ≤ F(t), ∀t ∈ T. As described in Fattore and Arcagni (2018), the notion of stochastic dominance can be made fuzzy, computing a degree of dominance in [0, 1].
- 4.
Dimension 1: Subjective and self-reported health. Dimension 2: Pain or discomfort in shoulder, back, arms, legs…; headaches; sleeping problems, depression, anxiety…Dimension 3: Asthma, allergy; migraine; diabetes; hypertension; chronic bronchitis. Dimension 4: Tobacco use; excessive alcohol consumption, obesity; unhealthy life style…
References
Annoni, P., & Bruggemann, R. (2009). Exploring partial order of European countries. Social Indicators Research, 92(3), 471.
Arcagni, A. (2017). PARSEC: An R package for partial orders in socio-economics. In M. Fattore & R. Bruggemann (Eds.), Partial order concepts in applied sciences (pp. 275–289). Cham: Springer.
Arcagni, A., di Belgiojoso, E. B., Fattore, M., & Rimoldi S. M. L. (2019). Multidimensional analysis of deprivation and fragility patterns of migrants in lombardy, using partially ordered sets and self-organizing maps. Social Indicators Research, 141, 551–579.
Bachtrögler, J., Badinger, H., de Clairfontaine, A. F., & Reuter, W. H. (2016). Summarizing data using partially ordered set theory: An application to fiscal frameworks in 97 countries. Statistical Journal of the IAOS, 32(3), 383–402.
Badinger, H., & Reuter, W. H. (2015). Measurement of fiscal rules: Introducing the application of partially ordered set (poset) theory. Journal of Macroeconomics, 43, 108–123.
Bruggemann, R., & Patil, G. P. (2011). Ranking and prioritization for multi-indicator systems: Introduction to partial order applications. New York: Springer Science & Business Media.
Caperna, G., & Boccuzzo, G. (2018). Use of poset theory with big datasets: A new proposal applied to the analysis of life satisfaction in italy. Social Indicators Research, 136(3), 1071–1088.
Carlsen, L. (2017). An alternative view on distribution keys for the possible relocation of refugees in the european union. Social Indicators Research, 130(3), 1147–1163.
Carlsen, L., & Bruggemann, R. (2014). The ‘failed state index’ offers more than just a simple ranking. Social Indicators Research, 115(1), 525–530.
Carlsen, L., & Bruggemann, R. (2017). Fragile state index: Trends and developments. A partial order data analysis. Social Indicators Research, 133(1), 1–14.
Davey, B. A., & Priestley, H. A. (2002). Introduction to lattices and order. Cambridge: Cambridge University Press.
De Loof, K. (2009). Efficient computation of rank probabilities in posets. Ph.D. thesis, Ghent University.
De Loof, K., De Meyer, H., & De Baets, B. (2006). Exploiting the lattice of ideals representation of a poset. Fundamenta Informaticae, 71(2–3), 309–321.
De Loof, K., De Baets, B., & De Meyer, H. (2008). Properties of mutual rank probabilities in partially ordered sets. In Multicriteria ordering and ranking: Partial orders, ambiguities and applied issues (pp. 145–165). Warsaw: Systems Research Institute, Polish Academy of Sciences.
di Bella, E., Gandullia, L., Leporatti, L., Montefiori, M., & Orcamo, P. (2018). Ranking and prioritization of emergency departments based on multi-indicator systems. Social Indicators Research, 136(3), 1089–1107.
Fattore, M. (2016). Partially ordered sets and the measurement of multidimensional ordinal deprivation. Social Indicators Research, 128(2), 835–858.
Fattore, M. (2017). Functionals and synthetic indicators over finite posets. In M. Fattore & R. Bruggemann (Eds.), Partial order concepts in applied sciences (pp. 71–86). Cham: Springer.
Fattore, M., & Arcagni, A. (2018). F-FOD: Fuzzy first order dominance analysis and populations ranking over ordinal multi-indicator systems. Social Indicators Research, 1–29. First online.
Fattore, M., & Maggino, F. (2014). Partial orders in socio-economics: A practical challenge for poset theorists or a cultural challenge for social scientists? In R. Bruggemann, L. Carlsen, & J. Wittmann (Eds.), Multi-indicator systems and modelling in partial order (pp. 197–214). New York: Springer.
Fattore, M., Arcagni, A., & Maggino, F. (2019, Forthcoming). Optimal scoring of partially ordered data, with an application to the ranking of smart cities. In Smart statistics for smart applications – SIS 2019 conference, Milan.
Fuhrmann, F., Scholl, M., & Bruggemann, R. (2018). How can the empowerment of employees with intellectual disabilities be supported? Social Indicators Research, 136(3), 1269–1285.
Hussain, M. A., Jørgensen, M. M., & Østerdal, L. P. (2016). Refining population health comparisons: A multidimensional first order dominance approach. Social Indicators Research, 129(2), 739–759.
Joint Research Centre-European Commission, et al. (2008). Handbook on constructing composite indicators: Methodology and user guide. Paris: OECD Publishing.
Koppatz, P., & Bruggemann, R. (2017). Pyhasse and cloud computing. In M. Fattore & R. Bruggemann (Eds.), Partial order concepts in applied sciences (pp. 291–300). Cham: Springer.
Leti, G. (1983). Statistica descrittiva. Bologna: Il Mulino.
Maggino, F., & Fattore, M. (2019). Social polarization. Wiley statsRef: Statistics reference online (pp. 1–4).
Meyer C. D. (2000). Matrix analysis and applied linear algebra. Philadelphia: SIAM.
Nanivazo, M. (2015). First order dominance analysis: Child wellbeing in the democratic republic of congo. Social Indicators Research, 122(1), 235–255.
Neggers, J., & Kim, H. S. (1998). Basic posets. Singapore: World Scientific.
Patil, G. P., & Taillie, C. (2004). Multiple indicators, partially ordered sets, and linear extensions: Multi-criterion ranking and prioritization. Environmental and Ecological Statistics, 11(2), 199–228.
Saaty, T. L., & Hu, G. (1998). Ranking by eigenvector versus other methods in the analytic hierarchy process. Applied Mathematics Letters, 11(4), 121–125.
Schoch, D. (2017). netrankr: An R package to analyze partial rankings in networks.
Schröder, B. S. W. (2016). Ordered sets: An introduction with connections from combinatorics to topology. Cham: Springer.
Sen, A. (1992). Inequality reexamined. Oxford: Clarendon Press.
Todeschini, R., Grisoni, F., & Nembri, S. (2015). Weighted power–weakness ratio for multi-criteria decision making. Chemometrics and Intelligent Laboratory Systems, 146, 329–336.
Author information
Authors and Affiliations
Corresponding author
Editor information
Editors and Affiliations
Rights and permissions
Copyright information
© 2021 The Author(s), under exclusive license to Springer Nature Switzerland AG
About this chapter
Cite this chapter
Fattore, M., Arcagni, A. (2021). Posetic Tools in the Social Sciences: A Tutorial Exposition. In: Bruggemann, R., Carlsen, L., Beycan, T., Suter, C., Maggino, F. (eds) Measuring and Understanding Complex Phenomena. Springer, Cham. https://doi.org/10.1007/978-3-030-59683-5_15
Download citation
DOI: https://doi.org/10.1007/978-3-030-59683-5_15
Published:
Publisher Name: Springer, Cham
Print ISBN: 978-3-030-59682-8
Online ISBN: 978-3-030-59683-5
eBook Packages: Earth and Environmental ScienceEarth and Environmental Science (R0)