Empirical
Indicators of Stratification
of Modern Societies in the Process of Intersocietal Selection
Dmytro Khutkyy
Institute for Research of World-Systems,
University of California-Riverside
e-mail: khutkyy@gmail.com
(v. 7-30-2015) Translation of the 2013
article published as Khutkyy, Dmytro. 2013. “Empirychni Indykatory
Stratyfikatsii Suchasnyh Suspilstv u Protsesi Mizhsuspilnoho Vidboru”
(Empirical Indicators of Stratification of Modern Societies in the Process of
Intersocietal Selection). Naukovi Zapysky NaUKMA, (Sotsiolohichni Nauky) 148:
44-52.
IROWS Working Paper # 97
https://irows.ucr.edu/papers/irows97/irows97.htm
To stratify modern societies in the process of intersocietal selection, it is necessary to define the
empirical indicators of such stratification. Therefore, to construct the
classification of indicators of intersocietal
stratification, the author reviews the existing indicators, develops new ones, and structures them into a coherent scheme. As a
result of the research, a complex of forty empirical indicators of intersocietal stratification in the process of intersocietal selection has been elaborated.
Keywords: society, world system of societies, empirical indicators, stratification of societies, intersocietal selection.
From the ecological-evolutionary
perspective of Lenski, some societies survived, while
others became extinct in the process of intersocietal
selection (2005, p. 116-117). As was demonstrated in the previous article on
this issue (Khutkyy, 2009), it is important to study the stratification of societies regarding the chances of success of
individual societies in the process of intersocietal
selection.
For such an assessment, it is essential to: first, define the key concepts,
aspects, criteria, and measurements of intersocietal
stratification; second, develop indicators, scales, and units of measurement,
and, third, conduct measurement by the chosen indicators and define the
positions of contemporary societies in the system of intersocietal
stratification.
Regarding the core concepts of this research, a success of society[i] in the process of intersocietal selection[ii] can be identified as the very existence and reproduction of society as a self-governed social system. Respectively, a failure of society in the process of intersocietal selection can be stated as a loss of at least one of its determinant components, structure, or attributes. The most comprehensive indicator of such a failure can be the loss of all population, of all means of subsistence, or the complete destruction of the social structure of a society, which is not pertinent in the contemporary world. On the contrary, a more probable process of failure in the process of intersocietal selection of modern societies is a change of relations inside a society or with other societies, which leads to the loss of its self-governance or integrity. In such cases, the observed processes might be a peaceful annexation or conquest of a society by others, or a breakdown of social structure, indicating the loss of system integrity. However, even in the cases of conquest of one society by another, at least part of its population and material resources becomes a part of another society. Thus, the issue of success of society in the process of intersocietal selection can be reduced to the reproduction of its qualities, which are adaptive for interaction with the external biophysical and social environments. In this respect, from the perspective of ecological-evolutionary theory, the determinant variable is the level of technological development[iii]. The rise of ideology as the second most important cause of forming differences between societies is a peculiar characteristic of modern societies of the industrial era (Lenski, 2005, p. 122). This pattern can be considered as the specificity that influences the survival in the process of intersocietal selection especially of modern societies. Herewith, as it has been demonstrated in the previous inquiry (Khutkyy, 2009), not only technology and ideology, but at total of twenty-five parameters are linked with intersocietal selection.
Since in the previous article (Khutkyy, 2009) the principal aspects, criteria, and measurements of intersocietal selection were developed, at the current research stage it is required to elaborate empirical indicators of such stratification. With the aim of comparing all societies in the world, these should be the indicators that are or can be applied to all societies in the world. Very close to these required parameters are countries’ development indicators, elaborated and explicated in the World Bank reports, which have been published since 1978. With respect to indicators, it is reasonable to use the 2009 report, which employs standard as well as additional indicators (World Development Report, 2009). Other indicators from the thematic World Bank reports for other years are expedient to utilize as well. Even more detailed indicators of comparison between societies are applied in the United Nations human development reports, published since 1990. It is reasonable to make use of the 2010 report, as twenty years of development are summarized and the measurement methodology is explained in detail (Human Development Report, 2010). The study by Kapitsa (2008) is also valuable for the inquiry, as the overview and analysis of the available indicators of world development, applicable to individual societies, are presented there. Nevertheless, these sets of indicators and the relevant indices do not allow to estimate intersocietal selection in all its aspects and measurements[iv], thereby it is necessary to complement them with some additional indicators. Moreover, they were designed for other objectives, which are not directly aimed to assess the chances of selection of societies in the process of intersocietal selection. Therefore, for the ends of this research, it is required to conduct the adaptation and adjustment of the available indicators according to the applied conception of intersocietal selection (according to the ecological-evolutionary theory (Lenski, 2005)) and elaborate a coherent complex of indicators. Hence, there is a gap between the need for stratification of modern societies according to their chances of success in the process of intersocietal selection and between the lack of a set of empirical indicators of stratification of modern societies, which would make measuring the chances of success of societies in the process of intersocietal selection possible.
Therefore, the purpose of this
research is the elaboration of a complex
of empirical indicators of stratification of modern societies regarding their
chances of success in the process of intersocietal
selection. This goal requires the accomplishment of a set of objectives: to
review the available indicators of stratification of societies; to choose the
indicators relevant for measuring of intersocietal
selection; to adapt the indicators for the applied conception; and to develop
additional indicators, necessary for the complete measurement of intersocietal selection.
Methodologically, it is
reasonable to consider that the available indicators can be incommensurable
among themselves. Hence, at least three dimensions of distinguishing the
indicators can be suggested: by the assessment type – between qualitative and
quantitative; by the value type – between absolute and relative; by the
temporal parameter – between assessments of states and dynamics. Quantitative
values are more detailed and thereby are undoubtedly more useful than
qualitative values for the aim of ranking societies. Thus, in selecting the
indicators, it is reasonable to give preference to quantitative indicators.
Therefore, within the remaining dimensions, it is possible to operationalize
the four types of indicators: absolute
and relative, static and dynamic. In addition, it is logical to discern
four mixed types of indicators: absolute static, absolute dynamic, relative
static, and relative dynamic. Ideally, the most complete assessment should be
grounded on all four types; however, the task of such scope has proven to be
overcomplicated and counterproductive at the stage of measurement development
of stratification of societies. For practical considerations, a balance between
a more detailed and a more concise scheme is better. Besides, not every
measurement requires all types of indicators, especially considering that not
every indicator has a valid empirical data.
To make the comparison of values
concerted and convenient, it is reasonable to apply scales of the same type. For instance, many quantitative relative
indicators are measured in percentages, so it is expedient to use not shares,
but percentages, for all relative indicators, and convert all other scales into
percentages (thus, all percentage scales will vary from zero to one hundred).
Likewise, measuring the value of certain resources (when such calculations are
done and there are valid data), it is reasonable to convert their value to US
dollars on the grounds that such measurement is utilized in the world
development indices (of World Bank and United Nations) and makes possible to
use comparable scales.
Certain measurements (for
instance, the degree of favorability of social external environment for the
existence of society and the degree of favorability of relations with social
external environment) require an integral assessment, which is difficult to
derive from objective data. For such measurements, expert evaluations might be more productive and useful for the
analysis of stratification of societies. Experts are able to quantify
characteristics of intersocietal relations and
synthesize numerous parameters, including those that are not formalized and are
not measured by widely adopted scales yet. To ensure the maximum consistency of
evaluation and application of criteria, the most reliable evaluation should be
the one provided by the same expert(s) for all the societies observed.
Obviously, an expert should possess the relevant qualification for examination
of all the societies under evaluation. For the aim of stratification of
societies, the expert’s ability to compare values for all analyzed societies
will be more important than the number of criteria applied. To increase the
results precision, for each society average evaluations from several experts
should be applied.
There are numerous indicators in
the cited sets of indicators for comparison between societies (developed by
World Bank and United Nations), which makes the interpretations of the resulting
indices complicated. To keep a
balance between completeness and parsimony of the complex of indicators it is
reasonable to employ the minimal set of principal indicators, sufficient to
display the stratification of societies in each measurement.
Ten aspects of intersocietal stratification have been distinguished in the
previous study: (1) the attributes of the biophysical external environment of society, (2) the attributes of
the social external environment of
society, (3) the attributes of the population
of society, (4) the attributes of the material
resources of society, (5) the attributes of the culture of society, (6) the attributes of the social structure of society, (7) the attributes of the economy subsystem of society, (8) the
attributes of the polity subsystem of
society, (9) the attributes of the religion
subsystem of society, and (10) the attributes of the education subsystem of society (Khutkyy, 2009). Qualitatively different criteria and measurements for each aspect of intersocietal
stratification have been identified as well. To ensure a consistent application
of these developments regarding aspects, criteria, and measurements of intersocietal stratification, the classification elaborated
in the cited article will be applied.
In the aspect (1) the attributes
of the biophysical external
environment of society, three criteria have been identified. The first
criterion is the (1.1) ecological conditions with the respective measurement of
the degree of favorability of conditions of
the biophysical external environment for the existence of society. Whereas
larger territory provides more opportunity to utilize natural resources and
conduct societal activities in general, it is logical to consider the territory
as the first indicator of intersocietal selection by
this criterion. A standard measurement scale of territory area is the metric
scale ranging from zero to tens of millions of square kilometers. Accordingly,
the measurement unit is one square kilometer. A specific negative parameter is
the danger of natural catastrophes (earthquakes, tornados, storms, volcano
eruptions, draughts etc.). Obviously, it is a complex parameter, thus it can be
calculated only as an index. In order to make it consistent with the other
parameters, it should not be measured in negative values, such as death rate
from natural catastrophes used in the Human Development Report (2010, p. 372). On the contrary, it should be considered in
positive modality – as security from natural disasters. To make it more pervious,
it can be measured in percentages in conventional security points. To adjust
the available indicators, measured in substantially negative values, it is
expedient to convert scales dividing one by the respective variables and using
the resulting variables as security indicators.
The second criterion in this
aspect is (1.2) natural resources and the relevant measurement of
stratification is the degree of natural
resources richness of the biophysical external environment. It is
reasonable to take into account that not all societal territory is used with
equal intensity, thus not all territory has equal value. It is expedient to
consider which part of the territory is occupied by habitable and arable land,
which is the basic natural resource. For this aim, it is possible to apply the
World Bank indicator of the percentage of arable land relative to the total
land territory (Khutkyy, 2009, p. 346). The suitability for international trade can be
considered too. However, it depends on specific historical conditions, and
especially in the industrial era, it mostly depends on intersocietal
relations. The fresh water reserves are important for agriculture and industry,
and they can be calculated as the value of these reserves in US dollars. Given
the fact that modern industrial societies rely on inanimate sources of energy (Lenski, 2005, p. 103-104), such energy sources as oil, gas, and uranium
are important for consideration. They can be measured in US dollars too.
The criterion (1.3) the degree
of favorability of interaction with
the biophysical external environment in different sources is linked to various
indicators, in particular, volumes of carbon dioxide emission, non-carbon
emission, and the shares of various energy types (Human Development Report, 2010, p. 370-371). Nonetheless,
it is expedient to apply a more comprehensive index of ecological
sustainability, elaborated at Yale University and at Columbia University on the
basis of twenty indicators, as cited by Kapitsa (2008, p.
120). It makes sense to calculate
it in percentages too.
Thereby, in the explored aspect
of (1) the attributes of the biophysical external environment of society by
the criteria (1.1) ecological conditions, (1.2) natural resources, and (1.3)
interaction with the biophysical
external environment, it is relevant to apply the following empirical
indicators. (1.1.1) The total territory
area of society, (1.1.2) the value of
the index of security from natural disasters, (1.2.1) the percentage of arable land, (1.2.2) the value of cool water reserves, (1.2.3) the value of energy resources reserves, (1.3.1) the index of ecological sustainability.
The next aspect of stratification of societies is (2) the attributes of the social external environment of society. It might be difficult to measure the criterion (2.1) external social conditions and the respective measurement (the degree of favorability of the social external environment). This is because in this respect societies are hardly ever stratified. Certainly, proxy indictors can be used, such as a country’s investment rating, international relations status, the number of visa-free regime bilateral agreements, etc. Nevertheless, the parameters of conduciveness of the social external environment are evaluations covering many qualitative and quantitative variables, and therefore, they can be better defined by international relations experts. Considering this, it is expedient to use the index of favorability of the social external environment, formed by expert evaluations and measured in percentages, as a relevant indicator.
The degree of cultural resources
richness (material products and information) of the social external environment
serves as a measurement for the criterion (2.2) external cultural resources.
Since societies obtain not hypothetical, but real cultural resources of
external social environment by importing, it is reasonable to use the country
import indicator, calculated in US dollars. Apart from the goods declared at
customs, a considerable amount of information is derived from international
voice traffic, but in contemporary settings, the scope of international
Internet-traffic is more significant (Kapitsa, 2008,
p. 84). Foreign investments, which
provide opportunities to develop local production, are important for the
development of national economy too. A standard indicator of their measurement
is the amount of foreign direct investments (World Development Report, 2009, p. 366),
calculated in US dollars.
Regarding the criterion (2.3) intersocietal relations and the relevant measurement (the
degree of favorability of relations with the social external environment) there
are some considerations. The percentage of external debt of GDP seems to be a
quite telling indicator. However, some states (such as the US) blossom despite
high values of this indicator; therefore, it is not a valid identifier of
chances of success in intersocietal selection.
Therefore, it is better to rely on expert evaluations, to be quantified into
values of the index of favorability of intersocietal
relations.
Thereby, the aspect (2) the
attributes of the social external environment embraces three criteria of intersocietal stratification (2.1) external social
conditions, (2.2) external cultural resources, and (2.3) intersocietal
relations. The respective empirical indicators include (2.1.1) the value of the index of favorability of
the social external environment, (2.2.1) import amounts, (2.2.2) foreign
direct investments amounts, (2.2.3) amounts
of international Internet-traffic, (2.3.1) the values of the index of favorability of intersocietal
relations.
The aspect (3) the attributes of
the population of society is rather important for the chances of success in intersocietal selection (Lenski, 2005, p. 116). As for the criterion (3.1) the
composition of population and its measurement, the degree of optimum of the
composition of population, various indicators can be applied. For example, one
can count the percentages of men and women; however, it is difficult, if ever
possible, to specify whether a certain category is more beneficial for society.
Therefore, it is more relevant to apply the standard indicator of population
(quantity) (Human Development Report, 2010, p. 184). It is worth considering that in advanced
industrial societies the majority of population lives in cities, and due to
this, the modern world system of societies is characterized by the urbanization
trend (Lenski, 2005, p.
118). An urban population is
engaged in more profitable non-agrarian activities; thereby its percentage can
be an indicator of intersocietal stratification.
Consequently, it makes sense to apply the indicator of percentage of urban
population, calculated from the total population (Human Development Report, 2010, p. 184). Taking
into account the fact that youth often serves as a source of innovation, useful
for creation of new technologies, it is appropriate to consider the share of
young population too. Therefore, it is expedient to apply the indicator of
percentage of young population in the total population. On the other side,
middle-age population is considered the most productive, thus it is relevant to
consider this part of population too. Thereby, the cumulative percentage of
young and middle age population available for work, as calculated by the UN
methodology, can be applied (Kapitsa, 2008, p. 219). Besides, in any case, it is beneficial for society that the
population is healthy, so it is expedient to use the indication of population
health. For instance, public health expenditures might be a proxy, but a rather
widespread indicator (Human Development Report, 2010, p. 198), measured in US dollars. For an efficient
functioning of a society, its population must be engaged in productive
activities, that is in employment. There are a number of related indicators:
unemployment rate, working age population, employment by sector etc. (World Development Report, 2013, p. 374). Nevertheless, one universal indicator would be sufficient. It has to
be of positive direction, that is, its values should be directed towards the higher
chances of success in intersocietal selection. The
employment coefficient (the percentage of working population relative to
workable population) meets these criteria (Kapitsa, 2008,
p. 204).
By the criterion (3.2) the
population composition dynamics and the corresponding measurement of the degree
of population reproduction optimality, one can apply the population growth rate
indicator (Kapitsa, 2008, p. 216). Nevertheless, for countries with a large
population and high rates of population growth, it is optimal to have a low
population growth rate, while for countries with small population and low rates
of population growth, sometimes even lower than the reproduction rate, it is
useful to have a high population growth rate. Therefore, it is more reasonable
to utilize the minimum population growth rate, sufficient for population
reproduction, as an optimal one. Then this indicator will equal to one hundred
percent subtracted by the observed population growth rates divided by the
maximum possible population growth rates.
To conclude the argument above,
in the aspect (3) the attributes of the population of society, by criteria
(3.1) the composition of population and (3.2) the population composition
dynamics, it is reasonable to use the following indicators of intersocietal selection. (3.1.1) Population (quantity), (3.1.2) the
percentage of urban population, (3.1.3) the
percentage of young and middle age population, (3.1.4) public health expenditures, (3.1.5) employment coefficient, (3.2.1) the
degree of population reproduction optimality.
Regarding the aspect (4) the
attributes of the material resources of society, it is undoubtedly important,
as the trend of the world system of societies is the growth in quantity,
diversity, and complexity of material products (Lenski, 2005, p. 118), caused by
the higher productivity of industrial societies. Whereas the relevant criteria of intersocietal
stratification are (4.1) food resources, (4.2) material objects, and (4.3)
energy resources, and the respective measurements – their quantities, it is
expedient to employ these measurements as indicators, calculated in US dollars.
The available indicators of wealth, applied by the World Bank for assessment of
world development, are well suited for this purpose. Among them the most valid
are: wealth of nations, including cropland and pastureland (it includes the
value of the grown harvest and livestock) and natural capital (the yearly value
of energy and material resources), calculated in US dollars (World Development Report, 2010, p. 373). According to the criteria list applied, the last indicator should be
broken down by the values of material and energy resources.
Thereby, in the aspect (4) the
attributes of the material resources of society by the criteria (4.1) food
resources, (4.2) material objects, and (4.3) energy resources it is appropriate
to apply the following indicators of intersocietal
selection: (4.1.1) the value of food
resources, (4.2.1) the value of
material resources, and (4.3.1) the
value of energy resources.
The aspect (5) the attributes of
the culture of society might seem unexpected for assessment of intersocietal stratification. Nevertheless, according to Lenski, such component of culture as technology, especially
subsistence technology, can serve as a competitive advantage, and thereby be
decisive for intersocietal selection (2005, p. 116). In particular,
the increasing store of cultural, and specially, technological information, is
a global trend (Lenski, 2005, p. 118). By the
criterion (5.1) symbol systems and its measurement, the degree of prevalence of
adaptive symbol systems in society, it is advisable to use such an aggregate
indicator as the amount of intangible capital (the annual value of raw labor,
human capital, social capital, and the quality of institutions) (World
Development Report, 2010, p. 373), measured in US dollars. Regarding the
criterion (5.2) technologies and their measurement, the degree of prevalence of
efficient technologies in society, it is possible to utilize a number of
various indicators. Specifically, these might include the provision of
population with telephone communications (the percentage of population having a
telephone line), cell phone communications (the percentage of population having
a mobile phone number), computer penetration (the percentage of population
having personal computers), and Internet penetration (the percentage of
population having Internet access) (Kapitsa, 2008,
p. 84-85). Besides, it is possible
to calculate the percentage of technological development expenditures of GDP or
the number of registered patents. Albeit, it is most efficient to apply a more
comprehensive indicator, in particular, the availability of latest technologies
(World
Development Report, 2010, p. 373). The criterion (5.3) ideologies and the relevant measurement, the degree
of prevalence of integrative ideology in society, it is difficult to measure,
yet possible. For instance, it can be the cumulative percentage of the most
widespread ideological orientations in a society. That is, from the perspective
of societal cohesion, it is not that important exactly which technologies are
widespread, but how big the portion of the population shares them.
Thereby, in the aspect (5) the
attributes of the culture of society by the criteria (5.1) symbol systems,
(5.2) technologies, and (5.3) ideologies it is logical to apply these
indicators of stratification of societies: (5.1.1) the amount of intangible capital, (5.2.1) the availability of latest technologies, and (5.3.1) the value of index of ideological
homogeneity.
The importance of the aspect (6)
the attributes of the social structure of society is confirmed by the Lenski’s discovery that societal complexity is favorable
for intersocietal selection (2005,
p. 116). The previously defined criteria include (6.1) social differentiation and
(6.2) social stratification and the relevant measurements, namely the degree of social differentiation optimality
and the degree social stratification optimality. In addition to them, it is
important to add one more criterion – (6.3) social integration and its
measurement, the degree of social integration of society. High social
integration allows not to dispend social relations for internal conflicts (in
particular, the presence of military conflicts is considered to be a negative
sign, hindering societal development), but focus them on productive activities.
As for social differentiation, it is
quite sufficient to employ the indicator of the number of professions. There
are numerous indicators measuring social stratification, namely: absolute and
relative poverty, objective and subjective poverty (Kapitsa, 2008,
p. 148-149), national poverty line
(World
Development Report, 2006, p. 286), or the ratio of the richest decile to the
poorest decile. Taking into consideration that high inequality demotivates
people and reduces individual initiative, and conversely, a more egalitarian
and rich population is more productive, that is, creates more wealth per
capita, it is reasonable to conclude that for society it is more beneficial,
when incomes are distributed more evenly. Of course, there is a perspective
that incomes that are more equal do not provide sufficient stimuli for work.
Howsoever, there are alternative approaches according to which such communities
possess axiological and normative stimuli, such as labor importance, the
motivation of satisfaction from self-expression in an emancipative, not
alienated labor. For the measurement of income distribution equality it is
adequate to apply the Gini coefficient (indicating the extent to which a real
distribution of incomes between individuals or households deviates from a
perfectly equal distribution) (World Development Report, 2006, p. 287), but
measured in percentages. As for
social integration, Kapitsa suggests to utilize the indicators of employment
and social mobility (2008, p. 185-186). Notwithstanding, a more valid indicator is the
level of trust (the percentage of people who believe that others can be
trusted) and the level of civic participation (the percentage of people who
report being engaged in matters related to their community or country) (World Development Report, 2013, p. 376).
Decidedly, the historically registered rise in societal complexity (the
complexity of social structure and, respectively, differentiation) is connected
with the increase in social inequality in societies and among them (Lenski, 2005, p. 118). Nevertheless, a fortunate combination of a
high societal complexity and a high social integrity increase the chances of
success of modern societies in the process of intersocietal
selection.
Therefore, in the aspect (6) the
attributes of the social structure of society by the criteria (6.1) social
differentiation, (6.2) social stratification, and (6.3) social integration it
is reasonable to apply the indicators of intersocietal
stratification (6.1.1) the quantity of
professions, (6.2.1) the values of
Gini coefficient, (6.3.1) the level
of trust, and (6.3.2) the level of
civic participation.
In the aspect (7) the attributes
of the economy subsystem of society, two criteria are utilized. By the first
criterion (7.1) the production of goods and services by the measurement amount
and intensity of production, it is absolutely sufficient to apply the following
standard indicators. Gross national income (GNI) (the total value added from
domestic and foreign sources) (Kapitsa, 2008, p. 26) and GNI per capita (GNI, divided by midyear
population) (World
Development Report, 2009, p. 362), calculated in US dollars. Besides, it is better
to use GNI per capita, than GNI per capita corrected for purchasing power
parity, as the advantage of richer societies should not be ignored. With the
aim to consider GNI dynamics, it is expedient to use the indicator of the GDP
growth rate (in percentages). The criterion (7.2) the distribution of goods and
services in society and its measurement, the degree of effectiveness of
distribution of goods and services in society, is somewhat more complicated to
measure. A large amount trade in a society should be recognized as a positive
phenomenon, for it is conducive for obtaining more optimum goods and services.
On the other side, trade might contain speculative components, but for this
study, this is negligible. Thereby, the percentage of trade as GDP share (World Development Report, 2009, p. 347) can be used as a proxy indicator of distribution of goods and services
in society.
Considering the above, in the
aspect (7) the attributes of the economy subsystem of society by the criteria
(7.1) the production of goods and services and (7.2) the distribution of goods
and services in society, it is adequate to apply these indicators of intersocietal stratification: (7.1.1) gross national income, (7.1.2) GNI
per capita, (7.1.3) GDP growth rate,
and (7.2.1) the percentage of trade as
GDP share.
The aspect (8) the attributes of
the polity subsystem of society has three criteria. As for the criterion (8.1)
the division of power and the respective measurement, the efficiency of
mechanisms of division of power, citizen participation in political life is
important. Therefore, it is reasonable to use the indicators of voice and
accountability (the scope of citizen participation in elections and the degree
of implementation of their rights) (Kapitsa, 2008, p. 294), measured in
percentages. It should be mentioned that these indicators, as well as the
following ones in this aspect, are grounded not on representative surveys data,
but on statistical data and expert evaluations. The criterion (8.2) the
adoption of rules and decisions and the corresponding measurement, the
efficiency of adoption of rules and decisions concerning functioning of society
as a whole, is also complicated for measurement. Still, the support of
population for the parliament, government, and president are valid indicators
for this criterion. The criterion (8.3) the exercise of power in society and
its measurement, the efficiency of exercise of authority has more indicators
developed. These include: government efficiency (the evaluation of quality of
the services, provided by authorities), rule of law (the evaluation of
activities of authorities and citizens’ trust to authorities), and corruption
control (data from international organizations) (Kapitsa, 2008,
p. 294-295). Among these
indicators, the most encompassing is the government efficiency (the evaluation
of quality of services, provided by authorities), which can be measured in
percentages too.
To conclude, in the aspect (8)
the attributes of the polity subsystem of society by the criteria (8.1) the
division of power, (8.2) the adoption of rules and decisions, and (8.3) the
exercise of power in society, it is relevant to use the following indicators of
stratification of societies. (8.1.1) The
percentage of population, participating in elections, (8.1.2) the percentage of population, participation
in the exercise of political power, (8.2.1) the percentage of population, supporting national laws and other
legislative acts, and (8.3.1) government
efficiency.
The aspect (9) the attributes of
the religion subsystem of society, probably requires the least detailed
analysis. Similar to the values of the index of ideological homogeneity, the
criterion (9.1) religious homogeneity and its measurement, the degree of
religious homogeneity, can be measured as the percentage of the most widespread
religion among a society’s population. Certainly, in some societies there might
be issues with the coding of variables. A question may arise, whether
societies, where the majority of population are believers of the feuding
varieties of one religion, are homogenous. Perhaps, in such case, the
percentage of the most widespread variety of a religion should be calculated.
Herewith, hypothetically, more religious societies might have higher religious
homogeneity values than more secular societies, for they have more believers in
general. Nevertheless, secular societies might be more ideologically coherent.
In any case, the most coherent society would be the one, which is integrated
both religiously and ideologically. The criterion (9.2) the religiosity of
population of society and its measurement, the degree of religiosity of
population of society, is relevant to define by self-identification – as the
percentage of population, which considers itself as believers of a certain
religion. Of course, this is a rather generic and simultaneously an inclusive
criterion. Still, measurement of religiosity as a share of population who
believe in God or in immortality of the soul, or who attend church regularly,
are even more debatable, as they can depend on specificities, characteristic of
particular religions.
Therefore, in the aspect (9) the
attributes of the religion subsystem of society by the criteria (9.1) religious
homogeneity and (9.2) the religiosity of population of society it is reasonable
to apply these indicators of intersocietal
stratification: (9.1.1) the percentage of
the most widespread religion among the population of society, (9.2.1) the percentage of population, associating
themselves with a certain religion.
The aspect (10) the attributes
of the education subsystem of society, is also important for the assessment of intersocietal stratification. By the criterion (10.1)
educational level and its measurement, the educational level of population of
society, it is possible to utilize numerous indicators. For instance, overall
enrollment ratio, expected education length, computer literacy rate (the
percentage of population, able to use computer) etc. (Kapitsa, 2008,
p. 87, 234). However, the most
significant are such universal indicators as literacy rate (the percentage of
adult population, able to write and read) (Kapitsa, 2008, p. 100) and the percentage of population with
secondary and tertiary education. Regarding the evaluation of (10.2)
educational system and its measurement, the degree of efficiency of education
in society, there are such indicators, as the ratio of teachers to students (Human Development Report, 2010, p. 192), repetition rate, or educational system funding (Kapitsa, 2008,
p. 240-241). Nevertheless, for an
objective evaluation of the quality of education it is relevant to measure not
preconditions, but results of education. And the most universal among the
available indicators is the percentage of youth, which has passed reading test (Kapitsa, 2008, p. 238-239).
Therefore, in the aspect (10)
the attributes of the education subsystem of society by the criteria (10.1)
educational level and (10.2) educational system it is reasonable to make use of
these indicators of stratification of societies: (10.1.1) the percentage of adult literate population, (10.1.2) the percentage of population with at least
secondary education, (10.1.3) the
percentage of population with tertiary education, and (10.2.1) the percentage of youth, able to read.
The comparison of societies by
values of specific indicators allows examining a detailed structure of
differences between them. Yet for the aim of stratification of societies not in
certain dimensions, but in their totality, it is advisable to compare societies
by their integral values. This is made possible by applying the normalization
procedure. First, the lowest value in a real sample of societies should be
equaled to zero of the new scale (by subtracting this minimal value from values
of each society in the dataset). After that, the highest observed value should
be equaled to one in the new scale (by dividing values of each society by this
highest value). At the current stage of development of the complex of
indicators, they are regarded as having an equal importance (that is, the
weight of each equals one). Further, the relative weights of the indicators
might be identified. After that, the arithmetic means by all forty indicators
can be counted as the values of the index of the chances of success of
societies in the process of intersocietal selection.
Because of the examination,
selection, analysis, the adjustment of available indicators and the development
of new indicators of intersocietal stratification it
is adequate to conclude the following. Based on the author’s conception of
aspects, criteria, and measurements of stratification of modern societies, it
is relevant to apply the elaborated complex of the forty indicators of intersocietal stratification. This complex of indicators is
grounded in the conception of intersocietal
selection, developed within the ecological-evolutionary theory. It further
develops the author’s previously elaborated complex of the ten aspects and the
twenty-five criteria of intersocietal stratification
and includes a structured set of the forty indicators of intersocietal
stratification, which can be used as an integral index of chances of success of
societies in the process of intersocietal selection.
Thereby, the likelihood of survival of individual societies can be assessed by
values of this integral index, whereas the societies themselves can be ranked
by the obtained values. Due to this, this complex of indicators serves as a
valuable methodological instrument, which, once applied to the relevant
quantitative data of the world societies, allows evaluating the chances of
survival of the modern societies in the process of intersocietal
selection.
References
1.
Lenski,
G., Nolan P., & Lenski J. (1995). Human Societies. An
Introduction to Macrosociology (7th ed.). New York, NY: McGraw-Hill.
2.
Lenski, G. (2005). Ecological-Evolutionary Theory: Principles and Applications.
Boulder, CO: Paradigm Publishers.
3. Khutkyy, D.O. (2009). Aspekty, Kryterii i Vymiry Stratyfikatsii Suchasnyh Suspilstv u Protsesi Mizhsuspilnoho Vidboru [Aspects, Criteria, and Measurements of Stratification of Modern Societies in the Process of Intersocietal Selection]. Naukovi Zapysky NaUKMA, (Sotsiolohichni Nauky), 96, 7-12.
4.
World Development Report 2009: Reshaping Economic Geography. (2009). Retrieved from http://web.worldbank.org/WBSITE/EXTERNAL/EXTDEC/EXTRESEARCH/EXTWDRS/0,,contentMDK:23080183~pagePK:478093~piPK:477627~theSitePK:477624,00.html.
5.
Human Development Report 2010. (2010). 20th Anniversary Edition. The Real Wealth of Nations: Pathways to Human Development. – Retrieved from http://hdr.undp.org/en/media/HDR_2010_EN_Complete_reprint.pdf.
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Kapitsa, L.M. (2008). Indikatory Mirovogo Razvitiya [Indicators of World Development] (2nd Ed.). Moscow: MGIMO(U)
MID Russia.
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World Development Report 2010: Development and Climate Change. (2010). Retrieved from http://siteresources.worldbank.org/INTWDR2010/Resources/5287678-1226014527953/WDR10-Full-Text.pdf.
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World Development Report 2006: Equity and Development. (2006).
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World Development Report 2013: Jobs. (2013). Retrieved from http://siteresources.worldbank.org/EXTNWDR2013/Resources/8258024-1320950747192/8260293-1322665883147/WDR_2013_Report.pdf
[i] According to the conceptualization conducted in the
previous article, society is defined
here as a self-governed social system consisting of humans, means of
subsistence of humans and all relations among them; self-governed social system is conceptualized as a social system,
which is regulated by information influences of a governing subsystem;
herewith, the existence of a state serves as the indicator of self-government
of a social system; state is defined
as the governing subsystem of society performing normative regulation of
society as a totality (Khutkyy 2009, p. 7).
[ii] From macrosociological
perspective, intersocietal selection can be defined
as “the process of selection, whereby some societies survive while others
become extinct” (Lenski, Nolan, & Lenski, 1995,
p. 461).
[iii] “Technologically advanced
societies have enjoyed a substantially greater probability of survival than
less advanced societies” (Lenski 2005, p. 117). This is why quantitatively higher levels of development of forces of production in some societies and lower in others are crucial for the assessment
of chances of
success in intersocietal selection. Even among
societies with relatively close values of these parameters, other parameters
can be different. Ultimately, all modern societies are part of the single world
system of societies and, regardless of qualitative differences among them, are
subject to the process of intersocietal selection.
[iv] In particular, none of them
takes into account such dimensions of stratification as the degree of
favorability of the social external environment for the existence of society
and the degree of favorability of relations with the social external environment.