[PDF] The Patriarchy Index: a new measure of gender and





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MPIDR Working Paper WP 2016-014 l December 2016

l szoltysek@eth.mpg.de

Working papers of the Max Planck Institute for Demographic Research receive only limited review. Views or opinions expressed

D-18057 Rostock

Germany

Tel +49 (0) 3 81 20 81 - 0

Fax +49 (0) 3 81 20 81 - 202

www.demogr.mpg.de

Max Planck Institute for Demographic Research

1Mikoaj Szotysek*, Radosaw Poniat^^, Siegfried Gruber++,and Sebastian Klüsener**

The Patriarchy Index:

a new measure of gender and generational inequalities in the past 1

Abstract

In this article, we present a new measure for use in cross-cultural studies of family-driven age- and gender-related inequalities. This composite measure, which we call the Patriarchy Index, combines a range of variables related to familial behaviour that reflect varying degrees of sex- and age-related social inequality across different family settings. We demonstrate the comparative advantages of the index by showing how 266 historical populations living in regions stretching from the Atlantic coast of Europe to Moscow scored on the patriarchy scale. We then compare the index with contemporary measures of gender discrimination, and find a strong correlation between historical and current inequality patterns. Finally, we ex- plore how variation in patriarchy levels across Europe is related to the socio-economic and institutional characteristics of the regional populations, and to variation across these regions in their degree of demographic centrality and in their environmental conditions. Overall, the results of our study confirm previous findings that family organisation is a crucial generator of social inequality, and point to the importance of considering the historical context when analysing the current global contours of inequality.* Max Planck for Social Anthropology, Halle/Saale. Corresponding author (szoltysek@eth.mpg.de)++

University of Graz, Austria.

^^University of Biaystok, Poland.

** Max Planck Institute for Demographic Research, Rostock.1 We acknowledge comments from Patrick Heady, Auke Rijpma, and Jan Kok. We thank Julia Szotysek and

Miriam Hils for language editing.

The maps used in this publication are partly based on the following source: © EuroGeographics for the adminis-

trative boundaries.

2Introduction

Inequality is one of the most-discussed issues in contemporary social sciences, and in national and global politics (Milanovi 2005). Over the past decade, the study of inequality has ad- vanced considerably. Large quantities of data have been collected on a (nearly) global scale, and increasingly sophisticated analyses of these data have been conducted. The aim of these analyses has been to identify the different dimensions of 'inequality', the processes that led to divergence and convergence in these trends, and the consequences of existing disparities (Therborn 2006). Economists in particular have devoted a great deal of energy to conducting global studies of the contemporary distributional dynamics. Economic historians and demog- raphers have also contributed to this discussion by generating findings that have improved our understanding of historical inequalities in the spatial distribution of wealth, income, and well- being around the globe (e.g., Van Zanden et al. 2014a, 2014b; Milanovi et al. 2011; Klüsener et al. 2014). Gender inequality has always been a crucial element in these debates. Interest in the issue of gender equality has been fuelled by the recognition that women play important roles in a wide range of development outcomes (World Bank 2011). While we have extensive sci- entific evidence on broad movements aimed at achieving gender equality in many parts of the world, whether we are able to monitor the impact of these efforts efficiently depends on our ability to measure forms of sex-related inequality across societies. Over the past three dec- ades, specific measures have been developed that capture different aspects of gender inequality in outcomes, and that focus on the institutions that perpetuate gender disparities (for a review, see Malhotra et al. 2002; Klasen 2006; recently Carmichael et al. 2014; Dilli et al. 2015). Although the body of literature on gender inequality is large, most of the existing stud- ies on this issue have at least two main drawbacks. First, there is a striking absence of long- term perspectives in many quantitative gender inequality studies. None of the composite gen- der indices used in the developmental literature pre-date the 1990s, and while recent attempts to provide greater historical depth via the Historical Gender Equality Index (HGEI) undenia- bly further the current measurement spectrum, they represent only a moderate step forward in terms of providing a long-term perspective, as the gender measures they are based on go back only as far as the 1950s (see Carmichael et al. 2014; Dilli et al. 2015). When we move further back in time, the available indicators tend to narrow quite dramatically, and are non-existent for larger social groups and geographical population clusters in the more distant past

3(Drwenski 2015). This lack of historical data is a potentially serious problem for scholars of

contemporary trends in gender inequality, because variation in levels of gender inequality may have historical roots, and the processes through which women have gained greater equal- ity in terms of rights and socio-economic standing have unfolded over a long period of time (Dorius and Firebaugh 2010). Second, while various authors have stressed the multidimensionality of gender ine- quality (e.g., Whyte 1978; Schlegel 1972; Mason 1986; Young et al. 1994), most of the analyses have tended to investigate gender discrimination separately from other associated forms of discrimination. However, it has been suggested that gender inequality is inextricably intertwined with other systems of inequality (Coltrane and Adams 2000: x; cf. also Young et al. 1994:61), and especially with discrimination by age (seniority), or the institutionalised superiority of older family members relative to younger family members. According to Ther- born (2004:13-14), age discrimination and gender inequality are the two 'basic intrinsic dimensions' of patriarchy. These two forms of expropriation are dialectically related, and of- ten act to reinforce each other in fostering a complex hierarchy of authority patterns based on both age and gender (see Joseph 1996; Dyson and Moore 1983; also Halpern et al. 1996). In this paper, we make a fourfold contribution to this on-going discussion. First, we propose the use of a new inequality measure: namely, the Patriarchy Index (later PI), which encompasses gender and its related discrimination dimension (i.e., seniority) (see Gruber and Szotysek 2016). Second, we apply this new measure to examine regional patterns, thereby providing geographical richness and temporal depth to existing accounts of gender and gener- ational inequalities in the European past. Third, we demonstrate that variation in the PI across Europe is highly correlated with spatial variation in contemporary measures of gender ine- quality, and suggest that variation in gender equality across Europe is subject to path dependencies. A fourth distinctive contribution of our paper is that we attempt to explore the relevance of specific socio-economic, institutional, and locational characteristics for explana- tions of historical variation in patriarchy across Europe. The text is organised as follows. First, we present our data and explain how they were used for the construction of the PI. Next, we illustrate how the PI is applied to data for 266 regional populations of historic Europe, located from the Atlantic coast to Moscow. In two subsequent sections, we check for correlations between our measure and other gender inequal- ity measures, and then present a spatially sensitive regression analysis of the relationship

4between patriarchy levels and broad variations in socio-economic, institutional, and locational

characteristics across Europe. We conclude by highlighting the implications of our findings for research on historical levels of inequality and comparative development. Data Because historical measures of inequality are difficult to develop any attempts to study this issue on a larger scale are contingent upon the availability of relevant data (Johnston 1985). In constructing a composite historical measure of age and sex discrimination, we relied on cen- sus and census-like microdata. We chose these data because of their broad availability across historic Europe. Thanks to the Mosaic Project and the North Atlantic Population Project (NAPP), such data are publicly obtainable in the form of machine-readable, harmonised mi- crodata samples that are relatively easy to process (Szotysek and Gruber 2016; Szotysek

2015a; Ruggles et al. 2011) (see Table 1 and Figure 1 below show the distribution of regions

covered by Mosaic and NAPP across Europe) 2. The Mosaic Project (Szotysek and Gruber 2016) currently encompasses 115 regional populations of continental Europe captured through various kinds of historical census and census-like materials other than full-count national censuses (e.g., local fragments of census- es, church lists of parishioners, tax lists, local estate inventories). It contains data going back to 1700, or even earlier

3. In order to cover Great Britain and Scandinavia, we also decided to

draw upon historical national census public-use microdata from the North Atlantic Population

Project (NAPP; see Ruggles et al. 2011)

4. The Mosaic and the NAPP microdata samples are

very similar in terms of structure, organisation, and the types of information they provide. All of the samples describe the characteristics of individuals in a given settlement or area grouped into households (co-resident domestic groups), and provide information on the relationships between co-resident individuals. All of the demographic variables stored in these two datasets2

Even though the Mosaic data are based on various sampling schemes (which are in turn contingent upon data

availability), they cannot be considered a probability sample of the historical European societies or of the cul-

tures for which the Mosaic database provides information.4 In order to minimise the possible modernisation effects of the 19th century on patriarchal patterns, we gave

preference to the oldest available NAPP data for north-western Europe. It was possible to obtain data for Iceland,

Denmark, and Norway for the late 18th/early 19th centuries; while for Sweden (1880) and Great Britain (1881)

we were forced to use NAPP data from the late 19th century (the data for Great Britain in 1851 were highly clus-

tered, and were therefore not considered). Except in England, where we employed a 10-percent sample, we used

100-percent samples. All of the other data from Great Britain represent 100-percent samples.

5are harmonised across space and time using common international standards, which allows us

to generate historical localised gender and generational indicators across multiple locations. Since we situate our approach at the meso level of comparative analysis, our units of analysis are 'regions'. The regions in the NAPP data are the administrative units that were used in the respective census, and that were considered by NAPP. The Mosaic data are organ- ised by separate locations, which in most cases also represent separate administrative units. However, as the Mosaic data for a given region are often not complete, and since we lack information on the exact administrative boundaries of many of them, we had to use more flex- ible approaches (see Szotysek and Gruber 2016:44). As a rule of thumb, we ensured that each Mosaic region had at least 2,000 inhabitants, and that urban and rural settlements were sepa- rated. In a few cases, enumeration data from the same unit (usually urban) collected at different time periods are treated as independent regions. Overall, our analysis covers 266 regional populations (see Table 1). We grouped these regions into seven larger territorial clusters designed to capture the range of institutional and socio-economic characteristics across Europe. The NAPP data were used in the Scandinavia and the Great Britain clusters. The Mosaic data were divided into the following clusters: Germany (German-dominated areas other than the Habsburg territories),quotesdbs_dbs4.pdfusesText_8
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