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21.07.2015

O zdravju starejših prekarnih delavcev

Tole bo v kratkem krenilo v objavo.

Health of elderly precarious workers: econometric evidence from SHARE

Andrej Srakar
Institute for Economic Research, Ljubljana and Faculty of Economics, University of Ljubljana, Slovenia, andrej.srakar@ier.si

Abstract

In the article we present the results of SHARE wave 4 dataset’ based analysis about the elderly precarious workers and their health situation. Although the topic of precarious work (not the least among the elderly people) is becoming ever more important in Europe, there has been very little empirical and econometric evidence on the issue. We try to remedy for this void by presenting a detailed econometric analysis to study the main question: »Are elderly precarious workers really discriminated in terms of worse health as compared to the elderly employed people?« We firstly present some basic descriptive statistics and bivariate analysis results and tests, followed by econometric results using finite mixture models to appropriately model the heterogeneity among precarious workers. Our results show that, contrary to the expectations, the health of elderly self-employed workers is generally in no way inferior to the health of elderly employees. Problems in health of the precarious workers emerge only when the analysis changes focus to those who are neither employed nor self-employed, while engaged in paid work (»real« precarious people). There are visible differences in the health status of employees and »real« precarious workers in almost all the indicators and in the vast majority of the 16 countries included. Nevertheless, our analysis points to a large heterogeneity among precarious workers which fall into two broad groups which we label »precarious workers for money reasons« and »precarious workers because of »active ageing« reasons«, with clearly visible differences among the two groups in income and health. We also study the effects of social exclusion on health status of precarious workers controlling for apparent endogeneity in the model. We conclude by policy implications of the analysis and paths for future research.

Keywords: precarious workers, older people, self-employed, health indicators, finite mixture models, endogeneity

JEL: I10, I18, I14, C36, C46

Spodnja slika pove več kot besede. Kar smo oz. sem odkril je to, da nekoliko čudne rezultate, ki jih dobite, ko vzamete starejše (od 50 let) prekarne delavce v splošnem in primerjate njihovo zdravstveno stanje s stanjem starejših zaposlenih, razloži heterogenost v populaciji. Na eni strani imate revne, zdravstveno prikrajšane starejše “prekarce”, ki sem ji sam v analizi dal ime »precarious workers for money reasons«; na drugi strani pa dohodkovno ne posebej zamejene in tudi zdravstveno čisto nič prikrajšane “prekarce”, ki jih imenujem »precarious workers because of »active ageing« reasons«. Na spodnji sliki sta prikazani obe distribuciji, uporabili smo modele “končnega mešanja” (angl. finite mixture), na x osi je število kroničnih bolezni. Jasno je vidna prva skupina v modrem in druga v rdečem. Zanimivo je še to, da je druga skupina bistveno bolj skoncentrirana in ne kaže kakšnih koli posebnih težav z zdravjem, pri prvi je slika precej drugačna.

Članek je bil v prvi obliki predstavljen pred nekaj tedni tukajle.

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20.12.2014

Novice

Najprej, včeraj sem gostoval v oddaji Panoptikum na RTV Slovenija 1 o kulturni politiki. Posnetek oddaje si lahko pogledate tukaj.

Sprejetih je nekaj novih člankov. Najprej, članek zasedbe Hlebec, Filipovič Hrast, Majcen in Srakar je sprejet na osrednji svetovni gerontološko-geriatrični kongres v Dublinu aprila. Spodaj je kratek povzetek:

WELFARE SYSTEMS, ELDERLY CARE AND SOCIAL EXCLUSION: CASE OF SLOVENIA

In the article we will explore the relationship between the long term care of the elderly and social exclusion in its different forms (economic, social, institutional, spatial). Long term care is becoming one of key problems when discussing problems of social exclusion of the elderly. As noted by Theobald (2005), since the 1990s in most western European countries approaches in elderly care have undergone considerable restructuring processes. Countries like Slovenia are still trying to implement the necessary measures to provide the support to the elderly people. We will therefore use SHARE Wave 5 dataset to take into account the correlation between long term care and social exclusion and its dependence upon the welfare system (following classifications such as Esping-Andersen 1990, Liebfried 1993, Abrahamson 1999, Palier 2006). Our main hypothesis to verify will be that people who suffer from any form of social exclusion are more likely to have “unmet needs” for long term care, unmet needs being defined following Gannon and Davin (2010) as number of people who need care (e.g. have functional limitations or ADL/IADL problems) yet don’t receive neither formal nor informal care. We will also claim that this relationship strongly depends upon the type of welfare system and that it is higher for people experiencing multiple exclusion. We will analyse the data for all 19 countries included in SHARE Wave 5 with particular focus on Slovenia and using the Deville-Särndal calibration procedure provide also the estimates of total number of people with unmet needs in Slovenia.

Na konferenco o razvoju organizacijskih znanosti v Portorožu je bil sprejet sledeči “podaljšani” povzetek (enak povzetek je bil prijavljen tudi za AIMAC v Marseillu):

CONDITION AND EFFICIENCY OF SLOVENIAN ORGANISATIONS IN THE FIELD OF CULTURE: A DATA-ENVELOPMENT-ANALYSIS APPROACH (skupaj z Anelo Bešo)

In Slovenia, the field of nongovernmental organisations (NGO’s) in culture and the arts is widely debated in past years, particularly after the former minister of culture, Mrs. Majda Širca, agreed to implement the working groups for structured dialogue between the NGO’s (and self-employed) in culture and the Ministry of Culture in Slovenian practice, following the commonly accepted practice on the level of the European Union. Another former minister of culture, Dr. Uroš Grilc, has included NGO’s as one of the primary responsibilities of his mandate, yet didn’t do much in terms of concrete and deep-reaching measures.

In the area of NGO’s in culture in Slovenia, particularly stressing is the lack of credible data on the condition of the sector. Even today it is impossible to make even very simple comparisons of e.g. incomes, employees, number of performances, number of visitors, etc. between NGO’s and the institutions of the public sector. In 2011, Društvo Asociacija – Association of Slovenian NGO’s and Self-Employed in Culture and the Arts, has proposed to the Statistical Office of Republic of Slovenia (SORS) a new question in the regular yearly questionnaires for organisations in the field of culture, on the basis of which it finally became possible to distinguish the answers of organisations from different sectors.

Our analysis will therefore use the micro-data of SORS for years 2012-2013, which has so far never been analysed and which allows a deeper insight into various indicators of the condition of all organisations in culture, to present the similarities and differences among organisations, particularly between the organisations of the public and NGO sector. In this manner we Will also test the prevailing opinion that NGO’s lack in productivity when compared to the institutions of the public sector in culture. We will include basic comparisons of indicators such as yearly income (in different types of funds: public (national), public (local), public (European), private investments (donations, sponsorships, etc.), own income), number of employees (including number of part-time and other forms of employees), number of performances and visitors, disposal of own or rented space for work/performance, etc. This part of the article will mainly use descriptive statistics and basic parametric and nonparametric tests to verify number of hypotheses of the relationship between organisations of the public and NGO sector.

Secondly, on the basis of the SORS micro-data, we will be able to determine the efficiency of different organisations as measured by diversity of performance measures and criteria. To this manner we will use DEA analysis, based on Simar & Wilson two-stage bootstrap correction (as used by e.g. Cuccia, Guccio & Rizzo 2013). Methodologically, we will add two corrections to previous methodology: firstly, we will implement also the Zervopoulos (2012) DEA correction; and, secondly, we will compare the results of DEA analysis according to two different types of organisations: public and NGO. Finally, we will use the computed efficiency scores in regression analysis to determine the factors influencing the efficiency of both public as well as nongovernmental organisations.

The article will, therefore, present a rich and mainly applied-oriented perspective on the NGO and public sector in culture in Slovenia. It will be an important addition to the knowledge in the field of NGO sector in culture in Slovenia, as it will, basically, present a first statistically more solid analysis and data which has so far never been analysed. It will also add to the growing literature on efficiency of institutions in culture (see e.g. Zieba 2011; Cuccia, Guccio & Rizzo 2013; Guccio, Pignataro, Mazza & Rizzo 2014; Suominen 2014; Herrero-Prieto & Gómez-Vega 2014) by implementing two main methodological novelties: Zervopoulos correction and comparison of efficiency of institutions from different sectors, particularly the public and NGO sector. Finally, its findings will have an applied policy orientation and will hopefully lead to better targeting of necessary measures in the field of culture (and, particularly, the non-governmental sector in culture) in Slovenia.

Na konferenco v Helsinkih o kulturi in trajnostnemu razvoju sem prijavil dva povzetka, rezultate še čakam:

INDICATOR SET FOR ADDING CULTURE AS A FOURTH PILLAR OF SUSTAINABLE DEVELOPMENT (samostojno)

In the article we will use an initial indicator dataset of Eurostat Sustainable Development (SD) Indicators (see e.g. Adelle & Pallemaerts 2009) to present a proposal of upgraded indicator framework for the inclusion of culture in the sustainable development framework. Methodologically, the article will be composed of three parts: in the first one, we will analyse the existing set of SD indicators using methods from multivariate analysis (factor analysis, multidimensional scaling). Secondly, we will propose a feasible and parsimonious set of indicators for the inclusion of culture in the SD framework using findings and debates from the reference literature (e.g. Hawkes 2001; Nurse 2006; Dallaire & Colbert 2012; Pascual 2012; Burford et al. 2013). Finally, we will perform a number of methodological tests to verify the optimality of proposed framework, using multivariate analysis (clustering, principal components and factor analysis), imputation of missing data (using FCS method of van Buuren at al. 2006), normalisation, different weighting and aggregation schemes etc. (following OECD 2008). The results will allow us to, firstly, explore the feasibility and justifiability of proposing culture as a fourth pillar of SD, and secondly, to make a strongly applied and policy oriented proposal of a concrete set of indicators to include, measure and estimate culture as a fourth pillar of sustainable development in an international framework.

CULTURAL STANDARDS AND ECONOMIC PERFORMANCE: IS THERE A CAUSAL RELATIONSHIP? (skupaj z Vesno Čopič)

In the article, we will elaborate the role of the standards of culture for the prosperity of given communities, including their economic performance. By the standards of culture we mean an achieved level of cultural life defined through a set of characteristics referring to both sides: demand (consumption) and supply (creation, production, circulation) of cultural goods and services. We will, therefore, theoretically explore the relationship of cultural standards and the economy, using findings from cultural economics (e.g. Klamer 1996; Throsby 2001; Hutter & Shusterman 2006; Hutter & Throsby 2008; Hutter & Frey 2010) and cultural policy/values of culture (e.g. Holden 2006; Holden 2012). On the basis of the article, applied for the same conference (under Srakar 2015), which elaborates a set of indicators to measure the (independent and separate) cultural dimension of sustainable development, we will construct a (simple) “index of cultural standard” and then explore the relationship of this index to different economic indicators (which are part of the Eurostat Sustainable Development Indicators, see e.g. Adelle & Pallemaerts 2009) using techniques from regression analysis. The framework will allow us to test the influence of “cultural standards” on the economic dimension of sustainable development and, by this, to make a step towards testing the relationship between culture and other dimensions of a (possibly four-dimensional) concept of sustainable development.

Na konferenco Creative Networks and Cultural Output v Dublinu je bil prijavljen tale povzetek:

A SOCIAL NETWORK ANALYSIS OF SLOVENIAN VISUAL ARTISTS: THE IMPORTANCE OF SOCIAL CAPITAL (samostojno)

In the article we will explore the networks of Slovenian visual artists, living and working in the past centuries. To this end we will use the web-encyclopedia Slovenska biografija (if possible we will also use other available databases to strengthen the results of the study), which includes biographies of over 500 Slovenian visual artists (and biographies of numerous artists in other art sectors). In the first phase we will transcribe and code the biographies of the visual artists in all different areas: sculpture, painting and drawing, graphics, design and others. Secondly, we will use tools of social network analysis in the arts (see e.g. Oehler & Sheppard 2010; Borgatti et al. 2009) to study the networks of Slovenian visual artists through centuries, similarly as done by McAndrew and Everett (2014) on the case of British composers. Finally, both phases will be done also for other artists which will allow us to study also the networks arising between art sectors which to our knowledge has not been done frequently in the emerging field of social network analysis of artists’ networks. Our analysis will be, therefore, to our knowledge the first social network analysis of Slovenian artists in general and will provide answers on the centrality and non-centrality of individual artistic figures, to which the findings are so far present only on descriptive level. We will also be able to infer/compare whether social capital of the visual artists was decisive for their artistic success – to this end we will compare their network centrality and their artistic merit as measured by general historical rankings of Slovenian artists. Finally, the analysis of the article will also be able to compare the networks of visual artists and other art sectors to see the possible spillovers of social capital across sectors and sectorial networks.

Na osrednjo konferenco o zdravstveni ekonomiki, managementu in politiki v zdravstvu je bil v naglici prijavljen (in sprejet) le tale povzetek:

HEALTH OF THE ELDERLY PRECARIOUS PEOPLE AND THE SHARE DATABASE: ASSUMPTIONS, REALITY AND A POLICY PERSPECTIVE (samostojno)

In this article we present the results of SHARE wave 4’ dataset analysis and what it tells us about the elderly “precarious” workers and their health situation. For assessment of the health situation we use number of indicators, available in the SHARE database: self-rated health; functional limitations; objective health indicators (such as number of chronic diseases; number of medications, etc.); and accessibility of health care. In the beginning of the article we present some basic descriptive statistics and bivariate analysis results and tests, followed by the multivariate regression analysis (logistic and Firth logistic models). We use data for all 16 European countries involved in the fourth wave of this survey, with particular focus on the situation in Slovenia. Our results show that, contrary to the expectations, the health of elderly self-employed workers is generally in no way inferior to the health of elderly employees and even much better than the average health of elderly unemployed, pensioners and housewives. Problems in the health of the self-employed emerge only when the analysis changes focus to those who are neither employed nor self-employed, while engaged in paid work (“real” precarious people). The latter group does not have any observed statistically significant problems as compared to the general population 50+, while there are visible differences in the health status of employees and “real” precarious workers in almost all the indicators and in the vast majority of the 16 countries included. In conclusion, we show that the abolition of the problems of sampling using the (sample or calibrated) weighting does not show any different results. This is one of the first empirical and econometric analyses of the state of health of elderly precarious people in Slovenia and in general and has considerable implications for the planning of measures in this field: at this stage we can particularly recommend different treatment of different types of precarious work, in our case, the self-employed and the “real” precarious workers.

V delu je tudi približno 10-15 člankov za knjigo SHARE, kjer prispevam empirično analizo, vendar o tem več, ko bo stvar dokončana, torej nekje aprila. Srečamo pa se lahko tudi na simpoziju o kulturni vzgoji in izobraževanju v avstrijskem St. Pöltnu, tam bom gost okrogle mize o znanosti in kulturni vzgoji, več najdete tukaj.

Seveda pa je v zaključevanju še vse tisto, kar je bilo odpredavano v preteklih mesecih, vesel sem, ker je večina oddana ali tik pred oddajo.

Še eno pestro in burno leto se torej obeta, upam, da se kje srečamo.

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10.08.2014

Ekonometrične novosti – cemmap maj-julij 2014

Pozdravljeni,
v zadnjih mesecih sem nekoliko zanemarjal redne aktivnosti na tem blogu, zato tule nadaljujem s pregledom tega, kar je bilo novega na področju ekonometrije v zadnjih mesecih. V tem zapisu je govora o novostih na spletnem mestu cemmap, enemu osrednjih evropskih prostorov raziskovanja in uporabe naprednih ekonometričnih metod:

Soren Blomquist, Anil Kumar, Che-Yuan Liang, Whitney Newey: Individual Heterogeneity, Nonlinear Budget Sets, and Taxable Income. Pomemben doprinos empiričnemu raziskovanju na polju izračuna elastičnosti, članek k temu doprinaša izračun, ki upošteva heterogenost preferenc, nelinearnosti in napake v merjenju. Članku je dodana aplikacija na podatke za Švedsko in izračun dohodkovne in davčne elastičnosti. Opozarjam še na soavtorja članka Whitneyja Neweyja, ki je eden legendarnih ekonometrikov, njegov prispevek z Danielom McFaddnom iz Handbook of Econometrics iz leta 1994 je še danes na programu večine kurzov napredne ekonometrije.

Federico Bugni, Ivan Canay and Xiaoxia Shi: Inference for functions of partially identified parameters in moment inequality models. Avtorji predstavljajo nov test, ki na osnovi simulacijske metode bootstrap pomaga pri testiranju hipotez, ko so v igri parametri, ki niso popolno identificirani in so vezani na neenakosti momentov (klasičen primer delne identificiranosti, angl. partial identification).

Fabian Dunker, Stefan Hoderlein and Hiroaki Kaido: Nonparametric identification of endogenous and heterogeneous aggregate demand models: complements, bundles and the market level. Še en paper na temo identificiranosti parametrov, tokrat v primeru funkcij povpraševanja (po vzoru že omenjanega modela Berry, Levinsohn & Pakes). Članek predstavlja ogrodje, pod katerim lahko na neparametričen način identificiramo nekatere glavne modele povpraševanja v industrial organisation literaturi.

Pedro Carneiro, Emanuela Galasso and Rita Ginja: Tackling social exclusion: evidence from Chile. Zelo »applied« usmerjen članek, ki uporablja ogrodje regresijskih diskontinuitetnih (prekinjenih) pristopov (angl. regression discontinuity design) pri študiju učinkov čilenskega programa na področju preprečevanja socialne izključenosti. Opozarjam na zelo pomembno temo, ki bi jo morali večkrat uporabljati tudi v slovenski praksi: študij učinkov posameznih političnih ukrepov na osnovi treatment effects analize.

Victor Chernozhukov, Wooyoung Kim, Sokbae Lee and Adam Rosen: Implementing intersection bounds in Stata. Za tiste, ki programirajo v Stati zelo dobrodošel prispevek, ki predstavlja nove rutine, ki omogočajo izračun delno identificiranih parametrov, posebej v primerih, ko imate znano zelo široko zgornjo in spodnjo mejo parametra, potrebujete pa natančnejše intervale zaupanja, točkovno oceno ali testiranje hipotez o parametru ali na njegovi osnovi.

Sokbae Lee, Myung Hwan Seo and Youngki Shin: The lasso for high-dimensional regression with a possible change-point. Modeli visokodimenzionalnih podatkov postajajo vse bolj pomembni v sodobni ekonometriji (v zadnjem prispevku o kulturnopolitičnem indeksu jih uporabljam tudi sam). Članek prinaša konstrukcijo LASSO cenilke (ene najpogostejših v tovrstnih situacijah) v primeru, ko je v eni od spremenljivk prisoten strukturni prelom.

Le-Yu Chen, Sokbae Lee and Myung Jae Sung: Maximum score estimation with nonparametrically generated regressors. Cenilka maksimalnega zadetka (maximum score estimator) je polparametrična cenilka, ki jo je uvedel legendarni ekonometrik in statistik Charles Manski v prispevku iz leta 1975. Avtorji članka raziskujejo izračun takšne cenilke v dvostopenjskem modelu, ki dovoljuje tudi neparametrično ocenjene parametre.

Daniel Ackerberg, Xiaohong Chen and Jinyong Hahn: Asymptotic efficiency of semiparametric two-step GMM. Avtorji preučujejo asimptotske lastnosti dvostopenjske in optimalno utežene GMM cenilke, kjer del izračunov (prva stopnja) temelji na neparametričnih ocenah parametrov, in pokažejo, da takšna cenilka dosega semiparametrično mejo učinkovitosti.

Seok Young Hong, Oliver Linton and Hui Jun Zhang: Multivariate variance ratio statistics. Članek se podaja na področje izračuna razmerij varianc, ki je pomembno v sodobni finančni ekonometriji, predvsem pri preverjanju Famove hipoteze učinkovitih trgov. Medtem, ko so dosedanji izračuni večinoma temeljili na univariatnih statistikah, je v članku predstavljenih več tovrstnih multivariatnih cenilk, njihove asimptotske lastnosti in doseg na populaciji.

Gabriella Conti, Sylvia Frühwirth-Schnatter, James Heckman and Rémi Piatek: Bayesian exploratory factor analysis. Članek, ki je verjetno kar precejšen prispevek k literaturi o »odkrivalni« (exploratory) faktorski analizi. Članek na osnovi bayesijanskega pristopa predstavi nov način izračuna vseh pomembnih parametrov faktorske analize (uteži, lastne vrednosti, itd.), kjer se vsi parametri izračunavajo hkratno in se opazovanj, ki so pomembna za več faktorjev ne zanemarja pri izračunih (problem običajne odkrivalne faktorske analize). Velja seveda tudi omeniti nobelovca Jamesa Heckmana kot soavtorja tega prispevka.

Markus Frölich and Martin Huber: Direct and indirect treatment effects: causal chains and mediation analysis with instrumental variables. Še en prispevek s področja metod ocenjevanja učinkov ukrepov oz. tretmaja. Glavni prispevek članka je v neparametrični metodi ocenjevanja neposrednih in posrednih učinkov tretmaja s pomočjo instrumentalnih spremenljivk. V članku je tudi aplikacija metodoloških ugotovitev na učinke izobraževanja na zdravje (nekaj, o čemer govori tudi vrsta prispevkov SHARE, kjer delujem tudi sam), ter učinkov enega od ameriških programov spodbujanja zaposlovanja Job Corps.

Iván Fernández-Val and Martin Weidner: Individual and time effects in nonlinear panel models with large N, T. Na tem blogu smo že nekajkrat omenjali probleme postranskih parametrov (angl. incidental parameters). Problemi nastopijo predvsem v modelih panelnih podatkov. Članek predstavlja korekcijske metode v primeru nelinearnih modelov stalnih učinkov (fixed effects), ki vključujejo tako enotske kot časovne stalne učinke. Metode v članku so uporabne za številne modele omejenih odvisnih spremenljivk, kot so probit, logit, tobit in modeli na osnovi Poissonove porazdelitve.

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15.02.2014

Grčavi Gorenjci, sentimentalni Korošci in vedri Dolenjci? SHARE raziskava in samopercepcija zdravja pri Slovencih

Zapisano pod: Ekonometrija, Ekonomija, Ekonomika zdravstva in staranja, Statistika — andee - 15.02.2014

Kratek povzetek in uvod v enega mojih novih prispevkov, zaenkrat še “work in progress”. Celoten osnutek prispevka najdete tukaj.

Povzetek:
V prispevku najprej izračunamo indeks zdravja za vse sodelujoče države SHARE na osnovi znanega prispevka Hendrika Jürgesa iz 2005, vendar na osnovi celotnih SHARE podatkov, dostopnih za štiri valove raziskave. Rezultati potrdijo Jürgesovo tezo, da so v Evropi prisotna precejšnja razhajanja med dejanskim in samo-izraženim zdravjem. Naša analiza pokaže, da so tovrstna razhajanja poleg skandinavskih držav (Švedska in Danska), ki jih je navedel že Jürges, močno prisotna denimo tudi pri Ircih. Analiza pokaže, da se Slovenija glede tega nahaja nekje v povprečju, prispevek pa v drugem delu ponovi Jürgesovo analizo tudi za slovenske NUTS3 regije. Čeprav osnovne ugotovitve in izračunani indeks zdravja ne potrdijo povsem splošnih predstav o značaju prebivalcev slovenskih regij iz psihološke vede (glej npr. Trstenjak 1991; Musek 1994), pa je nadaljnja analiza uspela vsaj do neke mere potrditi večino tovrstnih predstav in pokazati, da Gorenjci, Primorci in Dolenjci izražajo boljše zdravje, kot ga dejansko imajo, Korošci pa nasprotno nekoliko slabše.

1. Uvod

O razmerju med dejanskim in samo-izraženim zdravjem je bilo doslej že veliko spisanega, posebej v zadnjih letih, ko se mere samo-izraženega zdravja (self-rated health, SRH) vedno pogosteje uporabljajo pri vrednotenju javnega zdravja (glej npr. Wu et al. 2013; Benjamins et al. 2004; Idler & Angel 1990; Goldberg et al. 2001; Shibuya et al. 2002; Lindström 2009; Mansyur et al. 2008). Kot opozarjajo Wu in sodelavci med samo-izraženim in dejanskim zdravjem ni enostavnega in enoznačnega odnosa (Wu et al. 2013). Nekatere študije poročajo, da starejši ljudje dojemajo svoje zdravje v pozitivnem smislu in največkrat precenjujejo svoje zdravje (Maddox 1962; Ferraro 1980; Cockerham et al. 1983), medtem ko so druge študije pokazale, da starejši ljudje svoje zdravje ocenjujejo slabše kot drugi s podobnimi objektivnimi pogoji zdravstvenega varstva (Ferraro 1980; Mitrushina & Satz 1991; Fillenbaum 1979). Še vedno je nejasno, do katere mere je samo-izraženo zdravje skladno z objektivnimi dejavniki zdravja in ali je merjenje SRH lahko splošno sprejeta mera zdravstvenega stanja v širši populaciji. Zato je, kot pišejo Wu in sodelavci ocenjevanje razmerja med SRH in objektivnim zdravstvenim stanjem pomembno za to, da se določi, ali lahko SRH služi kot indikator objektivnega zdravstvenega stanja (Wu et al. 2013).

V našem prispevku bomo uporabili postopek, ki ga je pri ocenjevanju razmerja med samo-izraženim in dejanskim zdravjem pri starejših uporabil nemški ekonomist in eden tvorcev projekta SHARE Hendrik Jürges. V raziskavi SHARE obstajajo vprašanja, ki vrednotijo tako samo-izraženo zdravje (po evropski in ameriški različici) kot tudi številni dejanski pokazatelji zdravstvenega stanja: prisotnost različnih oblik bolezni, kazalniki duševnega zdravja, indeksi telesne mase ter fizični testi (v četrtem valu so se na nemškem vzorcu pojavili tudi t.i. biomarkerji – telesna višina, obseg pasu, krvni pritisk in vzorci posušenih kapljic krvi; vključevanje biomarkerjev naj bi bilo precej razširjeno v naslednjih valovih raziskave). Jürges je na osnovi vpogleda v podatke prvega vala SHARE in primerjalnih študij pokazal, da obstajajo precejšnje nekonsistentnosti med izraženim in dejanskim zdravjem, predvsem starejši v skandinavskih državah (Danska in Švedska) so mnenja, da so precej boljšega zdravja, kot so to dejansko. Na drugi strani je Jürges pokazal, da so države mediteranskega bazena (Italija, Španija, Grčija) nagnjene k večjemu pesimizmu glede izražanja mnenja o lastnem zdravstvenem stanju.

Jürgesov postopek bomo uporabili na razširjeni podatkovni bazi SHARE s podatki za vse štiri valove raziskave, ki vključujejo 19 evropskih držav: Avstrijo, Nemčijo, Švedsko, Nizozemsko, Španijo, Italijo, Francijo, Dansko, Grčijo, Švico, Belgijo, Izrael, Češko, Poljsko, Irsko, Madžarsko, Portugalsko, Slovenijo in Estonijo. Predvsem nas bodo zanimale vrednosti za Slovenijo in ker valovi SHARE dopuščajo tudi možnost agregacije podatkov po statističnih regijah NUTS3, bomo Jürgesove primerjave povlekli tudi za 12 slovenskih statističnih regij: Pomursko, Podravsko, Koroško, Savinjsko, Zasavsko, Spodnjeposavsko, Jugovzhodno Slovenijo, Notranjsko-kraško, Osrednjeslovensko, Gorenjsko, Goriško in Obalno-kraško. Pri tem bomo skušali preveriti, ali veljajo splošni stereotipi glede obnašanja prebivalcev teh regij, kjer so prebivalci različnih slovenskih regij običajno dojeti kot (Trstenjak 1991; Musek 1994; Kovačev 1997):

- Gorenjci: samosvoji, neodvisni, premočrtni, zanesljivi, trdi, vztrajni, pošteni, varčni, delavni, ponosni, verni, robati, grčavi, trmasti.
- Dolenjci: mehki, popustljivi, družabni, skromni, vedri, gostoljubni, prijazni, prožni, šaljivi, dobrodušni, odprti.
- Prebivalci Savinjske doline: samozavestni in “gosposki”.
- Prebivalci Bele Krajine: dobrohotni, složni, čustveni, radoživi, mehkobni, prisrčni, občutljivi, konzervativni, fatalistični, verni, mistični.
- Prekmurci: pridni, prilagodljivi, skromni, verni, nezaupljivi, nestalni, spontani, vedri.
- Korošci: blagi, dobrohotni, popustljivi, prijazni, gostoljubni, redkobesedni, zadržani, sentimentalni.
- Prebivalci Slovenskih goric: samozadovoljni, samozavestni, šaljivi, družabni, zgovorni, prepirljivi, impulzivni.
- Prebivalci Haloz: nezaupljivi, resni, zmerni.
- Pohorci: resni, redkobesedni, samozavestni, ponosni.
- Notranjci: trdi, samosvoji.
- Primorci: široki, odprti, liberalni, svobodoljubni, podjetni, živahni, družabni, svetovljanski.
- Goričani: zadržani, preprosti, prijazni.

Na osnovi teh predstav o obnašanju prebivalcev različnih slovenskih statističnih regij bi sklepali, da se bodo te razlike odrazile tudi na razlikah med dejanskim zdravjem (kot ga meri vrednost Jürgesovega indeksa zdravja) in samo-izraženim zdravjem (kot ga merijo prej omenjena vprašanja SHARE). Pričakovali bi, da bodo prebivalci regij, ki se opisujejo kot bolj grčavi (npr. Gorenjci) in vedri (npr. Dolenjci) izražali nekoliko bolj pozitivno sliko svojega zdravja kot je dejanska, po drugi strani pa tisti, ki so občutljivi (Belokranjci), sentimentalni (Korošci) in nezaupljivi (Prekmurci, Haložani) izražali tudi bolj previdne ocene glede svojega zdravja kot je njihovo dejansko zdravstveno stanje. V drugem delu prispevka bomo zato preverili, ali omenjena pričakovanja zdržijo tudi preverbo v podatkih SHARE.

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