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SUMMER SCHOOL COST ACTION 34 Porto Conte Ricerche 8-13 June 2009 Quantitative and qualitative methodologies and their relative merits in the research on gender and well- being INTRODUCTION by Elisabetta Addis University of Sardinia in Sassari and Gender CAPP, Un. of Modena and R.E.

Quantitative and qualitative methodologies and their ... School/Addis.pdf · Quantitative and qualitative methodologies and their relative merits in the research on gender and well-being

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Page 1: Quantitative and qualitative methodologies and their ... School/Addis.pdf · Quantitative and qualitative methodologies and their relative merits in the research on gender and well-being

SUMMER SCHOOLCOST ACTION 34

Porto Conte Ricerche 8-13 June 2009

Quantitative and qualitative methodologies and their relative merits

in the research on gender and well-being

INTRODUCTIONby Elisabetta Addis

University of Sardinia in Sassariand Gender CAPP, Un. of Modena and R.E.

Page 2: Quantitative and qualitative methodologies and their ... School/Addis.pdf · Quantitative and qualitative methodologies and their relative merits in the research on gender and well-being

Why this school?The Cost Action and its “results”The four symposiaProblems of communications between quantitativists and qualitativists in the disciplinesDefinition of quantitative and of qualitativeWhere from I speak (philosopher, feminist & economist; economics as historical evolution of moral philosophy; IAFFE, standpoint feminism, starting from oneself) My participation in the Gender and Science Project.t

Page 3: Quantitative and qualitative methodologies and their ... School/Addis.pdf · Quantitative and qualitative methodologies and their relative merits in the research on gender and well-being

E. Addis 3

Why women’s horizontal (and vertical) segregation in science?

FINDINGS:

• Femininization and lower value of disciplines are positively correlated

• Implication: sciences are of different value• Mathematization and higher value of a discipline are

positively correlated although• Different role of formal mathematization and of the use of

statistics. • Diana Strassman on two rethorics, (how are rethorics

learnt? Is one of them more transmissible?)• New models of the brain: learning as an active process,

no two people see and learn the same, at any time learning function of who you were and where you were and are.

Page 4: Quantitative and qualitative methodologies and their ... School/Addis.pdf · Quantitative and qualitative methodologies and their relative merits in the research on gender and well-being

E. Addis 4

When is a science hard and when is it soft?

Dichotomic view (Nelson, 1996):• Quantitative hard, qualitative soft• Rigorous versus sloppy• More effort versus less effort• Exactness versus approximation• Broadness versus narrowness• General versus specific

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Evidence based versus quantitative

• In my lifetime, Economics went from being a narrative with an historical component, a social component, a mathematical component and a statistical component to a narrative where the non-quantitative narratives are delegitimized. Women are found more frequently in the non-quantitative field (Evidence: Carabelli Parisi and Rosselli). Economics hardened. But in my opinion it became LESS not more EVIDENCE BASED

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What does methodological development do

• to science as a social activity• to knowledge, i.e. to science’s contents• to women in science• to the gender viewpont in knowledge

(subjective vewpoint, and gender in research content)

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Methodological development allows one to:

• answer questions unanswered before• answer old ones more exactly• put new questions• give different answer to old questions• Give a new frame of interpretation to the same old data

As byproducts:• takes away legitimacy to old methodology results• Decreases the possibility of communication among

disciplines• Increases the value, power and appreciation of the

innovator.

Page 8: Quantitative and qualitative methodologies and their ... School/Addis.pdf · Quantitative and qualitative methodologies and their relative merits in the research on gender and well-being

E. Addis 8

What about power relations, in general and between the sexes?

• There is no doubt that science and technology empower human beings in the face of nature but also in the face of other human beings, and that therefore also mathematization, that kicked out women

• Ideas of the seventies; which were not only Michel Foucault but also AntonGiulio Maccacaro, and its “revolutionary” use of statistics.

• Use of statistics good for gender empowerment

Page 9: Quantitative and qualitative methodologies and their ... School/Addis.pdf · Quantitative and qualitative methodologies and their relative merits in the research on gender and well-being

E. Addis 9

Recent developments

• Encroaching of quantitativists on themes studied by gender scholars either qualitatively or with less sophisticated level (Ichino and Alesina, Bertocchi).

• Welcome development, (but why no credit?)

• Use of statistics good for gender politics

Page 10: Quantitative and qualitative methodologies and their ... School/Addis.pdf · Quantitative and qualitative methodologies and their relative merits in the research on gender and well-being

E. Addis 10

Qualitative versus quantitative• Two different rethorics• The value of standardization• The loss in intellectual biodiversity• Different transmissibility: quantitative easier but

institutional; qualitative more difficult but easier to acquire for outsiders.

• Qualitative is where hypotheses, or pre-scientific intuitions are born.

• Social science and natural science are different: a scientist can be sloppy but does not a conflict of interest.

Page 11: Quantitative and qualitative methodologies and their ... School/Addis.pdf · Quantitative and qualitative methodologies and their relative merits in the research on gender and well-being

A practical demonstration: Gender Money and Capabilities, Barcelona

2007

Capability is the freedom to achieve valuable beings and doings.

This freedom has two aspects, freedom to choose (ability to be an

agent)and freedom to achieve valued functionings

Socialist and liberal dimensions of the concept

Page 12: Quantitative and qualitative methodologies and their ... School/Addis.pdf · Quantitative and qualitative methodologies and their relative merits in the research on gender and well-being

E. Addis 12

Why is the capability approach important

• Equilibrium between the single agent and the collective in which he/she is inserted.

• WHO is the agent, the single or the household or the Institution?

• Gender neutral and gender blind:The autistic agent of economics

• Money good metric only in neoclassical economics.Yet, still unsolved the problems of:• Interference between the need to care/not to care of

different individuals, therefore conflict• And therefore power: who decide the standards?

Page 13: Quantitative and qualitative methodologies and their ... School/Addis.pdf · Quantitative and qualitative methodologies and their relative merits in the research on gender and well-being

E. Addis 13

Revisitation of an old project with a new approach: The problem of the Italian non-

participating woman• Italian P.R.I.N. research (Economic Resources

and Care Resources: Acquiring, Managing and Spending between Genders and Generations) aim was to analyze using Italian data how money is shared within the family between members of different sexes and generations, trying to understand the process of decision making and the informal networks of giving money and help ,

Page 14: Quantitative and qualitative methodologies and their ... School/Addis.pdf · Quantitative and qualitative methodologies and their relative merits in the research on gender and well-being

E. Addis 14

La scatola nera in Conti aperti, edited by C. Facchini, Il Mulino, 2007

• 2500 + 500 C.A.T.I. interviews• Rich, underanalyzed dataset• My task: validation of the data with

comparison with SHIW, and find why were people not answering on income?

• Some descriptive statistical results:

Page 15: Quantitative and qualitative methodologies and their ... School/Addis.pdf · Quantitative and qualitative methodologies and their relative merits in the research on gender and well-being

E. Addis 15

Distribution of monthly net income by sex

meno

di 500da 501

a 700da 701

a 1000da

1001 a

1500

da

1501 a

2000

più di

2000

F Co fid

M Co fid0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

F Cofid

F shiw

M Co fid

M shiw

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E. Addis 16

• If we were to accept income distribution as a reasonable proxy for class, women form the mass of the proletarians, earning less than 500 euro a month, whilst the rich whoget more than 2000 euro per month for their efforts are mostly men.

• Does this difference in money endowment imply a difference in the transformation of capabilities to functionings?According to Sen, it needs not be (careful to old A.S!).

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E. Addis 17

Family income by income brackets in the North and in the South, Cofid

data

0%

1%

2%

3%

4%

5%

6%

7%

8%

9%

10%

men

o di

700

da 701 a 10

00

da 1.

001 a

1300

da 1.

301 a

1500

da 1.

501 a

1750

da 1.

751 a

210

0

da 2.101 a 250

0

da 250

1 a 30

00

da 3.001 a 390

0

più di

3900

Fascia di reddito mensile netto della famiglia

perc

entu

ale

SUD NORD

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• Average family income in the South is lower than in the North, partially because men’s and women’s earnings are lower in the South, partly because women’s participation rate is lower than in the North. 24% of families in Southern Italy earn less than 1500 euro per month, while in Northern Italy that portion is only 17%. Only 13% of the Southern families earn on average more than 2500 euro per month, and that proportion is 16% in the North. The family income distribution in the South is markedly bimodal

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• Analysis according to the level of instruction of both partners. Couples who have the same level of instruction are in total 58%. In 18% of couples the woman has more education, in 23% the man. The probability of the family belonging to the highest income bracket is much higher if the educated one is the man.Marriage an escape route for women, not for men, due to low wage of educated women.

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• The existence of these differences between the south and the north suggested an hypothes.The lack of answers on the income questions, may have to do with the fact that many women don't work for pay. I had this pre-scientific notion:Each breadwinner may not wish to tell what his/her wage really is, in order not be enable the partner to make more claims; a woman who works for pay may know about her own earnings, and may have a pretty good idea of what the husband makes by knowing labor market wages, a housewife does not.

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First I used an OLD METHODOLOGY: cross correlation: see table 3

Then I used a more sophisticated methodology: two probits, one with the other without the gender dummy, see table 4

The low level of education, which in the cross correlations seemed important, was not significant any more in the econometric analysis: the new method crowded out the old.

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• Then I added the dummy variable for sex, and the statistical significance of being a housewife fell from a T statistics of 3,24 to a T statistics of 1,45, i.e. went from being conventionally significant at the 95% probability level to be not significant at that level. In standard interpretation, being an housewife mattered in the first regression, it did not matter any more in the second. As we know, being a female strongly affects being a housekeeper. This means that the two variables sex and housekeeper should not appear together in the right hand side of a regression of this kind, as they are linearly dependent.

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So what can we say out of all this?

• A) There was a paper about validation of the data that said oh, look, housewifes dont know family income. Ok descriptive result.

• B) the result implies that they cannt easily be neoclassical rational agents, which has implication fro using policied deriving from that frame.

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C) If we use the capability frame, we can conclude that they are economically deprived, because, in order to be able to care, they loose the ability to transform their capabilities in functionings. Therefore, the interpretative frame matters. Is this “fluffy” or does it genberate new meaning?

D) Quantitative was limited by what was asked under the prescientific intuition.

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E. Addis 25

• E) What you ask depends on your standpoint. There is a standpoint bias rather than a standpoint of knowledge.

• F) Social science and natural science are different. Both must be evidence based, a natural scientist can be sloppy, but does not have a vested interests.

• G) Evidence based and mathematized for the sake of quantitative are two very different things: the first is necessary, the other is a power operation.

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• H) therefore we use statistics but remember to always put in the gender dummy

• F) and we strive for a plurality of viewpoints as the only available tool to avoid standpoint bias: a good research team should be gender, ethnic, and disciplinary plural, not specialized

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E. Addis 27

Self critcisms

• I dont know if I did justice to qualitative, since I only considered it as the source of prescientific intuition and equivalent to collection of subjective viewpoints. Social sciences dont work on “natural data”where the metric is ONE common convention, but on a mass of artificially produced data that are reseracher-made.

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And I did not talk to you abou the grat imposrtance that in my opinion money

Has for gender: bad metric, but good for women

• A different feminist theory is what was put forward by Valerie Solanas, who wished to abolish money

• But I believed that it dissolved the links of personal dependencies (for bad or good),even though it deepened class differences.