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Richard K. Thomas Concepts, Methods and Practical Applications in Applied Demography An Introductory Textbook Concepts, Methods and Practical Applications in Applied Demography Richard K. Thomas Concepts, Methods and Practical Applications in Applied Demography An Introductory Textbook 123 Richard K.Thomas Memphis,TN USA ISBN978-3-319-65438-6 ISBN978-3-319-65439-3 (eBook) https://doi.org/10.1007/978-3-319-65439-3 LibraryofCongressControlNumber:2017958560 ©SpringerInternationalPublishingAG2018 Thisworkissubjecttocopyright.AllrightsarereservedbythePublisher,whetherthewholeorpart of the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations, recitation, broadcasting, reproduction on microfilms or in any other physical way, and transmission orinformationstorageandretrieval,electronicadaptation,computersoftware,orbysimilarordissimilar methodologynowknownorhereafterdeveloped. The use of general descriptive names, registered names, trademarks, service marks, etc. in this publicationdoesnotimply,evenintheabsenceofaspecificstatement,thatsuchnamesareexemptfrom therelevantprotectivelawsandregulationsandthereforefreeforgeneraluse. The publisher, the authors and the editors are safe to assume that the advice and information in this book are believed to be true and accurate at the date of publication. Neither the publisher nor the authorsortheeditorsgiveawarranty,expressorimplied,withrespecttothematerialcontainedhereinor for any errors or omissions that may have been made. The publisher remains neutral with regard to jurisdictionalclaimsinpublishedmapsandinstitutionalaffiliations. Printedonacid-freepaper ThisSpringerimprintispublishedbySpringerNature TheregisteredcompanyisSpringerInternationalPublishingAG Theregisteredcompanyaddressis:Gewerbestrasse11,6330Cham,Switzerland Contents 1 Introduction to Applied Demography . . . . . . . . . . . . . . . . . . . . . . . 1 1.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1.2 Applied Demography . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 1.3 Why Study Demography? . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 1.4 Who Uses Demography?. . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 1.5 Demographic Perspectives and Methods. . . . . . . . . . . . . . . . . 8 1.6 Major Topics in Demography . . . . . . . . . . . . . . . . . . . . . . . . 11 1.6.1 Population Size and Distribution . . . . . . . . . . . . . . . . 11 1.6.2 Demographic Processes. . . . . . . . . . . . . . . . . . . . . . . 12 1.6.3 Population Composition . . . . . . . . . . . . . . . . . . . . . . 12 1.7 Settings for Applied Demographics . . . . . . . . . . . . . . . . . . . . 13 1.8 Objectives of the Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 1.9 Organization of the Book . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 2 The Methods and Materials of Demography. . . . . . . . . . . . . . . . . . 19 2.1 The Demographic Perspective . . . . . . . . . . . . . . . . . . . . . . . . 19 2.1.1 The Demographics of Birth and Death. . . . . . . . . . . . 21 2.1.2 Demographics and Social Change . . . . . . . . . . . . . . . 22 2.2 Demographic Methods. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 2.2.1 Demographic Analysis . . . . . . . . . . . . . . . . . . . . . . . 25 2.2.2 Estimation and Projection . . . . . . . . . . . . . . . . . . . . . 25 2.2.3 Standardization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 2.2.4 Cohort Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 2.2.5 Spatial Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 2.2.6 Epidemiologic Analysis . . . . . . . . . . . . . . . . . . . . . . 27 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 v vi Contents 3 Data Sources for Demography . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 3.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 3.2 Demographic Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 3.2.1 Data Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 3.2.2 Using Demographic Data . . . . . . . . . . . . . . . . . . . . . 33 3.2.3 Data Timelines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 3.3 The Importance of Geography . . . . . . . . . . . . . . . . . . . . . . . . 35 3.4 Data Collection Methods. . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 3.5 Census . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 3.6 Economic Census . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 3.7 Registration Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 3.7.1 Vital Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 3.7.2 Immigration Data . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 3.8 Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 3.9 Synthetic Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 3.10 Sources of Data for Demographers. . . . . . . . . . . . . . . . . . . . . 47 3.10.1 Government Agencies. . . . . . . . . . . . . . . . . . . . . . . . 48 3.10.2 Professional Associations . . . . . . . . . . . . . . . . . . . . . 48 3.10.3 Private Organizations . . . . . . . . . . . . . . . . . . . . . . . . 48 3.10.4 Commercial Data Vendors . . . . . . . . . . . . . . . . . . . . 49 3.11 Future Prospects for Demographic Data . . . . . . . . . . . . . . . . . 49 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 4 Population Size, Distribution and Concentration . . . . . . . . . . . . . . 53 4.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 4.2 Defining and Measuring Size, Distribution and Concentration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 4.2.1 Population Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 4.2.2 Population Distribution . . . . . . . . . . . . . . . . . . . . . . . 56 4.2.3 Population Concentration . . . . . . . . . . . . . . . . . . . . . 65 4.3 Community Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 5 Population Composition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 5.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 5.2 Compositional Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 5.2.1 Biosocial Characteristics . . . . . . . . . . . . . . . . . . . . . . 78 5.2.2 Sociocultural Characteristics . . . . . . . . . . . . . . . . . . . 82 5.3 Displaying and Analyzing Compositional Variables . . . . . . . . 91 5.3.1 Descriptive Statistics. . . . . . . . . . . . . . . . . . . . . . . . . 91 5.3.2 Population Pyramids. . . . . . . . . . . . . . . . . . . . . . . . . 92 5.3.3 Dependency Ratios. . . . . . . . . . . . . . . . . . . . . . . . . . 94 5.3.4 Cohort Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 5.4 Data Standardization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 Contents vii 6 Demographic Processes: Fertility . . . . . . . . . . . . . . . . . . . . . . . . . . 101 6.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 6.2 Concepts and Measures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102 6.3 Trends in Fertility in the U.S. . . . . . . . . . . . . . . . . . . . . . . . . 106 6.4 Factors Affecting Fertility . . . . . . . . . . . . . . . . . . . . . . . . . . . 114 6.5 Data Sources for Fertility Analyses . . . . . . . . . . . . . . . . . . . . 118 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121 7 Demographic Processes: Mortality . . . . . . . . . . . . . . . . . . . . . . . . . 123 7.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 7.2 Concepts and Measures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124 7.2.1 Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124 7.2.2 Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125 7.2.3 Life Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131 7.3 Demographic Correlates of Mortality . . . . . . . . . . . . . . . . . . . 133 7.4 Mortality Trends in the U.S. . . . . . . . . . . . . . . . . . . . . . . . . . 137 7.5 Sources of Mortality Data . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149 8 Demographic Processes: Migration . . . . . . . . . . . . . . . . . . . . . . . . . 151 8.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151 8.2 Migration Concepts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152 8.3 Migration Measures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155 8.4 Migration Patterns in the U.S. . . . . . . . . . . . . . . . . . . . . . . . . 157 8.4.1 International Migration . . . . . . . . . . . . . . . . . . . . . . . 157 8.4.2 Internal Migration. . . . . . . . . . . . . . . . . . . . . . . . . . . 163 8.5 Sources of Migration Data. . . . . . . . . . . . . . . . . . . . . . . . . . . 168 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171 9 Population Change and Its Measurement . . . . . . . . . . . . . . . . . . . . 173 9.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 9.2 Estimation Techniques. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176 9.3 Projection Techniques . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179 9.4 Generating Forecasts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183 9.5 The Impact of Population Change . . . . . . . . . . . . . . . . . . . . . 187 9.6 Data Sources for Population Change . . . . . . . . . . . . . . . . . . . 189 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192 10 Business Demography. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195 10.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195 10.2 Spheres of Activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202 10.2.1 Consumer Research . . . . . . . . . . . . . . . . . . . . . . . . . 203 10.2.2 Product Development . . . . . . . . . . . . . . . . . . . . . . . . 205 10.2.3 Product Sales/Marketing . . . . . . . . . . . . . . . . . . . . . . 206 10.2.4 Site Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209 10.3 Data Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218 viii Contents 11 Health Demography . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219 11.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219 11.2 Applications of Demography to the Study of Health and Healthcare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220 11.3 Demographic Processes and Health Demography . . . . . . . . . . 224 11.3.1 Fertility Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . 224 11.3.2 Mortality Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . 225 11.3.3 Morbidity Analysis. . . . . . . . . . . . . . . . . . . . . . . . . . 226 11.4 Measuring Morbidity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228 11.5 Standardizing Health Data . . . . . . . . . . . . . . . . . . . . . . . . . . . 232 11.6 Demographics and Health Indicators . . . . . . . . . . . . . . . . . . . 234 11.6.1 Biosocial Characteristics and Health . . . . . . . . . . . . . 237 11.6.2 Sociocultural Characteristics and Health. . . . . . . . . . . 245 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252 12 Political Demography . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255 12.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255 12.2 The Demographics and Politics Interface . . . . . . . . . . . . . . . . 257 12.3 Demographic Correlates of Political Behavior. . . . . . . . . . . . . 263 12.4 Demographic Trends and Political Change . . . . . . . . . . . . . . . 270 12.5 Sources of Data for Political Demography . . . . . . . . . . . . . . . 273 12.6 Demography and Public Policy . . . . . . . . . . . . . . . . . . . . . . . 275 12.7 Examples of Policy Applications . . . . . . . . . . . . . . . . . . . . . . 278 12.7.1 Immigration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278 12.7.2 Fertility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278 12.7.3 Healthcare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279 12.7.4 Education. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279 12.7.5 Criminal Justice . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280 12.7.6 Housing and Community Development . . . . . . . . . . . 281 12.7.7 Transportation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281 12.7.8 Economic Development . . . . . . . . . . . . . . . . . . . . . . 282 12.8 Direct and Indirect Policies . . . . . . . . . . . . . . . . . . . . . . . . . . 282 12.9 Factors Influencing Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . 283 12.9.1 Demographic Trends. . . . . . . . . . . . . . . . . . . . . . . . . 283 12.10 Intended and Unintended Consequences. . . . . . . . . . . . . . . . . 286 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289 13 Other Applications of Demographic Concepts, Techniques and Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291 13.1 Educational Demography. . . . . . . . . . . . . . . . . . . . . . . . . . . . 291 13.2 Educational Demography and Educational Policy . . . . . . . . . . 295 13.3 Criminal Justice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299 13.4 Contemporary Issues of Relevance to Demography. . . . . . . . . 299 13.5 Urban Planning and Community Development . . . . . . . . . . . . 302 Contents ix 13.6 Focus Areas for Demographers Involved in Planning and Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304 13.7 Emergency Preparedness . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316 Glossary.. .... .... .... .... ..... .... .... .... .... .... ..... .... 319 Index .... .... .... .... .... ..... .... .... .... .... .... ..... .... 329 Chapter 1 Introduction to Applied Demography Abstract This Chapter presents an overview of the field of demography and the place of applied demography within thebroader context.It tracesthe development ofapplieddemographyasasub-disciplineandreviewsthefactorsthathavecreated growing interest in and demand for the application of demographic concepts, techniques and data inside and outside of academia. 1.1 Introduction “Demography”comesfromtheGreekandmeans“describingpeople”—“demo”for peopleand“graphy”towriteaboutaparticulartopic.Alsoreferredtoaspopulation studies demography seeks toanalyzehuman populations andprofilethem interms of their salient characteristics and the dynamic processes that influence these characteristics. Demography as a distinct field of study has a relatively short history. The term “demography” was coined in 1855 by Achille Guillard (2010) when he published Elements de Statistique Humaine ou Demographie Comparee. He combined the Greek words demos and graphein to create the discipline’s name. To Guillard, the focusofdemographywasthemathematicalknowledgeofpopulations,theirgeneral movements, and their physical, civil, intellectual and moral state. His interest in populationsizeanddistribution,demographicprocessesandpopulationstructureof a population foretold modern demography. “Demography”comesfromtheGreekwordsforpeople(demos)andwriting about (graphe) and refers to the science of describing populations. While it is appropriate to say that demographers are interested in the charac- teristics of populations, they are not interested in every characteristic. There is a certain set of attributes that are the focus of demographic analysis. Demographers areinterestedincharacteristicsthatarerelevantwithinasocialandculturalcontext. ©SpringerInternationalPublishingAG2018 1 R.K.Thomas,Concepts,MethodsandPracticalApplicationsinApplied Demography,https://doi.org/10.1007/978-3-319-65439-3_1

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This textbook offers a comprehensive overview of applied demography by presenting both basic concepts and methodological techniques. It allows students from the social and human sciences, demographers, consultants and anyone interested in applied demography to gain an understanding of a wide range o
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