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La técnica de escalamiento lineal por intervalos: una propuesta de estandarización aplicada a la medición de niveles de bienestar social || Interval Linear Scaling Technique: Proposal for Standardization Applied to the Measurement of Social Well-Being Levels

Author

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  • Actis di Pasquale, Eugenio

    (Grupo Estudios del Trabajo, Facultad de Ciencias Económicas y Sociales. Universidad Nacional de Mar del Plata (Argentina))

  • Balsa, Javier

    (Centro de Investigaciones sobre Economía y Sociedad en la Argentina Contemporánea. Universidad Nacional de Quilmes (Argentina). Consejo Nacional de Investigaciones Científicas y Técnicas (Argentina))

Abstract

En el presente estudio realizamos una propuesta de estandarización de indicadores basada en la técnica de escalameniento lineal (LST por sus siglas en inglés) que denominamos "LST por intervalos". Los métodos tradicionales poseen ciertas limitaciones diferenciales en cuanto a invariancia, robustez, posibilidad de analizar series temporales, pérdida de la variabilidad original de los datos y capacidad de generar escalas ordinales que representen niveles - bajo, medio, alto - del fenómeno social estudiado. La LST por intervalos consigue superar esas limitaciones a través de dos etapas: 1) la fijación de niveles de correspondencia intermedios a través de un consenso intersubjetivo entre especialistas, y 2) la estandarización lineal entre los valores de referencia. El método propuesto representa un doble avance. Por un lado, permite construir índices parciales (correspondientes a cada dimensión de un concepto) que satisfacen todas las condiciones deseadas. Por otro lado, generar una escala ordinal equiparable entre los distintos componentes que están listos para ser agregados por algún método particular que no elimine esa condición. Para ilustrar estas ventajas se presenta un ejercicio de transformación aplicado a tres indicadores de bienestar social con datos de Argentina. No obstante, el método puede ser aplicado para la estandarización de otros conceptos teóricos. || In the present study, we propose a standardization of indicators based on the Linear Scaling Technique (LST) that is called "interval LST". Traditional methods have certain limitations in terms of robustness, capability to analyze time series, loss of original variability for data and capability to generate ordinal scales for representing levels - low, medium, and high - of the social phenomenon to be studied. This technique manages to overcome these limitations through two stages: 1) establishing intermediate levels of correspondence through an inter-subjective consensus among specialists, and 2) the linear standardization among the reference values. The proposed method represents a double advance. On the one hand, it allows us to build partial indices (one for each dimension of a concept) that meet all the required conditions. On the other hand, the method can generate a comparable ordinal scale between the various components that are available to be added by any other particular method that preserves such a condition. To illustrate these advantages, we present an exercise of modification which is applied to three social well-being indicators using data from Argentina. However, the method can be applied to the standardization of other theoretical concepts.

Suggested Citation

  • Actis di Pasquale, Eugenio & Balsa, Javier, 2017. "La técnica de escalamiento lineal por intervalos: una propuesta de estandarización aplicada a la medición de niveles de bienestar social || Interval Linear Scaling Technique: Proposal for Standardizat," Revista de Métodos Cuantitativos para la Economía y la Empresa = Journal of Quantitative Methods for Economics and Business Administration, Universidad Pablo de Olavide, Department of Quantitative Methods for Economics and Business Administration, vol. 23(1), pages 164-193, Junio.
  • Handle: RePEc:pab:rmcpee:v:23:y:2017:i:1:p:164-193
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    More about this item

    Keywords

    estandarización; índices sintéticos; bienestar social; standardization; synthetic indices; social well-being;
    All these keywords.

    JEL classification:

    • C10 - Mathematical and Quantitative Methods - - Econometric and Statistical Methods and Methodology: General - - - General
    • C43 - Mathematical and Quantitative Methods - - Econometric and Statistical Methods: Special Topics - - - Index Numbers and Aggregation

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