Advertisement

Measurement of Development: Predecessors of the Human Development Index

  • Tadashi Hirai
Chapter

Abstract

This chapter examines nine well-known composite indices created in the past to determine their lessons and to identify the added-value of the HDI. The conceptual investigation covers the identification of development approaches and institutions supporting each index. The operational investigation covers the selection of dimensions and variables, the methods of transformation and standardisation, and various weighting systems. It turns out that the HDI has shared most operational features with the past indices. Although nothing could be seen as its direct predecessor, some commonalities exist in most of them sporadically. Nevertheless, two original advantages of the HDI can be identified: the inclusion and treatment of income as a variable, and the possibility to make explicit the value judgement behind the index.

Keywords

National Standard Composite Index General Index General Indicator Capability Approach 
These keywords were added by machine and not by the authors. This process is experimental and the keywords may be updated as the learning algorithm improves.

References

  1. Alkire, S. (2002). Valuing freedoms: Sen’s capability approach and poverty reduction. Oxford: Oxford University Press.CrossRefGoogle Scholar
  2. Bauer, R. (1966). Social indicators. Cambridge, MA: MIT Press.Google Scholar
  3. Bayless, M., & Bayless, S. (1982). Current quality of life indicators: Some theoretical and methodological concerns. American Journal of Economics and Sociology, 41(4), 421–437.CrossRefGoogle Scholar
  4. Bennett, M. K. (1937). On measurement of relative national standards of living. Quarterly Journal of Economics, 1937, 317–336.CrossRefGoogle Scholar
  5. Carchedi, G. (1972). Cultural biasses and levels of living indices. De Economist, 120(6), 550–562.CrossRefGoogle Scholar
  6. Carley, M. (1981). Social measurement and social indicators: Issues of policy and theory. London: Allen & Unwin.Google Scholar
  7. Drewnowski, J. (1972). Social indicators and welfare measurement: Remarks on methodology. In N. Baster (Ed.), Measuring development: The role and adequacy of development indicators (pp. 77–89). London: Frank Cass.Google Scholar
  8. Drewnowski, J. (1973–4). Frustrated development. Development and Change, 5(2), 101–105.Google Scholar
  9. Drewnowski, J. (1974). On measuring and planning the quality of life. The Hague: Mouton.Google Scholar
  10. Drewnowski, J. (1977). Poverty: Its meaning and measurement. Development and Change, 8(2), 183–208.CrossRefGoogle Scholar
  11. Drewnowski, J. (1978). The affluence line. Social Indicators Research, 5, 263–278.CrossRefGoogle Scholar
  12. Drewnowski, J., & Scott, W. (1966). The level of living index. Geneva: United Nations Research Institute for Social Development.Google Scholar
  13. Ellis, G. F. R. (1985). An overall framework for quality of life evaluation schemes with application to the Ciskei (South Africa). In J. G. M. Hilhorst & M. Klatter (Eds.), Social development in the third world: The level of living indicators and social planning (pp. 63–90). London: Published in co-operation with the Institute of Social Studies at the Hague [by] Croom Helm.Google Scholar
  14. Gallup, G. H. (1976). Human needs and satisfactions: A global survey. Public Opinion Quarterly, 40(4), 459–467.CrossRefGoogle Scholar
  15. Gasper, D. (2002). Is Sen’s capability approach an adequate basis for considering human development? Review of Political Economy, 14(4), 435–461.CrossRefGoogle Scholar
  16. Gasper, D. (2004). The ethics of development: From economism to human development. Edinburgh: Edinburgh University Press.Google Scholar
  17. Gasper, D. (2007). What is the capability approach? Its core, rationale, partners and dangers. Journal of Socio-Economics, 36, 335–359.Google Scholar
  18. Gasper, D. (2011). Pioneering the human development revolution: Analysing the trajectory of Mahbub ul Haq. Journal of Human Development and Capabilities, 12(3), 433–456.Google Scholar
  19. Gillingham, R., & Reece, W. S. (1980). Analytical problems in the measurement of the quality of life. Social Indicators Research, 7, 91–101.CrossRefGoogle Scholar
  20. Grant, J. P. (1981). A new way of measuring progress in living standards. World Health Forum, 2(3), 373–384.Google Scholar
  21. Harbison, F., & Myers, C. A. (1964). Education, manpower, and economic growth: Strategies of human resource development. New York: McGraw-Hill.Google Scholar
  22. Hicks, N., & Streeten, P. (1979). Indicators of development: The search for a basic needs yardstick. World Development, 7, 567–580.CrossRefGoogle Scholar
  23. Kuznets, S. (1959). Six lectures on economic growth. New York: Free Press.Google Scholar
  24. Larson, D. A., & Wilford, W. T. (1979). The physical quality of life index: A useful social indicator? World Development, 7, 581–584.CrossRefGoogle Scholar
  25. Liser, F. B. (1977). Statistical annexes. In J. W. Sewell (Ed.), The United States and world development: Agenda 1977 (pp. 143–246). New York: Praeger for the Overseas Development Council.Google Scholar
  26. Liser, F. B. (1979). Statistical annexes. In M. M. McLaughlin (Ed.), The United States and world development: Agenda 1979 (pp. 125–264). New York: Praeger for the Overseas Development Council.Google Scholar
  27. Liu, B.-C. (1975). Quality of life: Concept, measure and results. American Journal of Economics and Sociology, 34(1), 1–13.CrossRefGoogle Scholar
  28. Liu, B.-C. 1976. Quality of life indicators in the U.S. metropolitan areas: A statistical analysis. New York: Praeger.Google Scholar
  29. Luetkenhorst, W. (1982). Operationalising basic needs: A few fundamental reflections. Intereconomics, 17(5), 244–250.CrossRefGoogle Scholar
  30. McGranahan, D. V., Richard-Proust, C., Sovani, N. V., & Subramanian, M. (1972). Contents and measurement of socioeconomic development: A staff study of the United Nations Research Institute for Social Development. New York: Praeger.Google Scholar
  31. Morris, D. M. (1979). Measuring the condition of the world’s poor. New York: Pergamon for the Overseas Development Council.Google Scholar
  32. Naroll, R. (1983). The moral order: An introduction to the human situation. London: Sage.Google Scholar
  33. Schutz, T. W. (1961). Investment in human capital. The American Economic Review, 51(1), 1–17.Google Scholar
  34. Seers, D. (1972). What are we trying to measure? In N. Baster (Ed.), Measuring development: The role and adequacy of development indicators (pp. 21–36). London: Frank Cass.Google Scholar
  35. Seidman, D. (1977). Book review: Quality of life indicators in U.S. metropolitan areas: A statistical analysis by B-C. Liu. Social Indicators Research, 4, 97–106.CrossRefGoogle Scholar
  36. Sen, A. K. (1980). Description as choice. Oxford Economic Papers, 32(3), 353–369.CrossRefGoogle Scholar
  37. Sen, A. K. (1997). Development thinking at the beginning of the XXI century. In L. Emmerij (Ed.), Economic and social development into the XXI century (pp. 531–551). Washington, DC: Inter-American Development Bank.Google Scholar
  38. Sen, A. K. (1999). Development as freedom. Oxford: Oxford University Press.Google Scholar
  39. Sinden, J. A. (1982). Application of quality of life indicators to socioeconomic problems: An extension of Liu’s method to evaluate policies for 26 Australian towns. American Journal of Economics and Sociology, 41(4), 401–420.CrossRefGoogle Scholar
  40. Smith, D. M. (1973). The geography of social well-being in the United States: An introduction to territorial social indicators. New York: McGraw-Hill.Google Scholar
  41. Streeten, P. (1981). Development perspectives. London: Macmillan.CrossRefGoogle Scholar
  42. Streeten, P. (1994). Human development: Means and ends. The American Economic Review, 84(2), 232–237.Google Scholar
  43. United Nations (UN). (1954). Report on International Definition and Measurement of Standards and Levels of Living, New York.Google Scholar
  44. UN. (1964). Yearbook of the United Nations 1964, New York.Google Scholar
  45. UNDP. (1990–2015). Human Development Report, New York.Google Scholar
  46. Weiss, T. G., & Carayannis, T. (2005). Ideas matter: Voices from the United Nations. Forum for Development Studies, 1-2005, 243–274.CrossRefGoogle Scholar

Copyright information

© The Author(s) 2017

Authors and Affiliations

  • Tadashi Hirai
    • 1
  1. 1.The University of TokyoTokyoJapan

Personalised recommendations