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Introductory Chapter Demographic Analysis

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Introductory Chapter Demographic Analysis

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Juliette Serutla
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© © All Rights Reserved
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Chapter

Introductory Chapter:
Demographic Analysis
Andrzej Klimczuk

1. Understanding demographic analysis

Demography is typically defined as the study of human populations and the


changes in their quantity associated with migration, fertility, and mortality. The
term demography comes from Greek word and means “describing people.” Thus,
this discipline deals with the characteristics of the population, taking into account
features such as, sex ratio, age structure, composition, spatial distribution, and
population density. In addition, sometimes a distinction is made between “formal
demography” or “demographic analysis,” which includes the statistical analysis of
population parameters and their dynamics, and “population studies,” that is, the
analysis of the causes and effects of changes in the structure of the population in a
broader context and in connection with other phenomena and processes [1, 2].
Demography uses databases of public statistics, including national administra-
tive data on births, deaths, registered marriages, divorces, diseases, employment,
as well as data from censuses. An example could be the “Demographic Yearbook
System” [3] of the United Nations Statistics Division that has been developed since
1948. In addition, the demography attempts to develop predictions of the future
population size (e.g., “World Population Prospects” [4]), which can then be applied
by various public policy areas, including, for example, social policy, health policy,
labor market policy, pension policy, and tax policy [5, 6]. Censuses organized by
governmental centers (e.g., the United States Census Bureau [7] or the national sta-
tistical offices) became the first type of social survey conducted regularly due to the
diversity of uses of the collected demographic data. It should be remembered that
the statistics of the natural movement of the population usually need to be supple-
mented with knowledge coming from sociology, economics, and political science
concerning, among other things, motivations, value systems, goals, and preferences
of various groups of the population [8]. For example, without linking demographic
and non-demographic variables, it may be challenging to understand fertility and
migration behavior. Non-demographic variables concern, for example, the level of
education, family structure, languages used at home, ethnic group, place of birth,
stages of life, sources of household income, professional status, and position in the
labor market.

2. Basic variables and research techniques

The term “demographic analysis” is usually related to forms of statistical analysis


that are primarily based on mathematical and statistical techniques used on data
from population censuses as well as population change surveys and systems [9, 10].
Demographic analysis is aimed at finding out the course of individual demographic
phenomena in a given territory and in a specific period of time. For example,

1
Demographic Analysis - Selected Concepts, Tools, and Applications

group analyses are possible in which the behavior of a given group is tracked over a
period of time. Such a cross-sectional analysis involves the study of many cohorts
at a specific point in time or over a period of time; most often, it is a year. Periodic
analyses of events typical for a given time period are also possible. Longitudinal
(cohort) analysis concerns events that occurred in one generation throughout the
life of that generation. It may be retrospective, that is, after the end of the cohort or
prospective, if it concerns forecasting the phenomenon in the future. In the case of
both types of analyses, the key feature is age, which differentiates population move-
ment. Hence, descriptions of demographic processes based on age patterns, such
as life tables, life expectancy, fertility rate, or net reproduction rate, are considered
fundamental.
In addition, the variables used in the demographic analysis are as follows:
cross-sectional, when data are collected at a fixed point in time from selected units;
time series, when data are collected from one unit at a time; resources, such as
population, the number of women, newlyweds, or households; and streams, such
as events taking place in these communities, such as births and deaths [11]. The
demographic analysis also takes into account absolute values, such as the number
of deaths and the number of births, as well as relative values, that is, measures of
intensity called ratios, such as the death rate and the fertility rate. The coefficients
are the relations: the resource to resources, such as the share of the urban popula-
tion in the total population; stream to stream, such as a number of births versus
deaths; and stream to resource, such as divorce rate and migration rate. Summing
up, demographic analysis usually includes the determination of the purpose and
scope of the research, the selection of measures of the phenomenon under study,
the observation and measurement of this phenomenon, as well as the identification
of its structural features. For this purpose, the researched variables are categorized,
appropriate measurement scales are created, and often the numerical value of the
measure is decomposed and standardized. Depending on the aim of the study,
quantitative relationships between the variables are also established, and compari-
sons between different populations are made, or time series are created [12, 13].
An important issue is the interpretation of the results of the demographic
analysis. Economic effects and historical effects should be taken into account [11]. It
is possible that the intensity of a given phenomenon in a given unit of time reflects
common behavior in a given population that occurred under the influence of
circumstances such as wars, economic crises, or ethnic conflicts. On the other hand,
it is possible to strongly differentiate life experiences resulting from belonging to
a specific age group and specific stages of the individual life course in different
conditions. For example, the current generation of youth may have a better socio-
economic position than the generation of its predecessors of the same age.
Moreover, there is a need to interpret demographic phenomena and theoretical
scales are created, for example, the scale of the advancement of the aging process
or the scale of urbanization [13]. There are also constructed balances of popula-
tion phenomena used to estimate the level of selected population phenomena, for
example, population size between censuses. In addition to censuses, techniques
for collecting demographic data are used, such as regional, national, and inter-
national surveys based on random samples using standardized direct, telephone,
or mail interviews with randomly selected respondents (e.g., “Generations and
Gender Survey” [14]). Panel surveys are also carried out, during which questions
are returned to the same respondents in successive “waves,” carried out every few
years (e.g., “Survey of Health, Ageing and Retirement in Europe” [15]). This type
of research allows capturing the stability or dynamics of changes in behavior and
attitudes, for example, regarding the functioning of households, the history of
procreation, and intergenerational relations in families.

2
Introductory Chapter: Demographic Analysis
DOI: http://dx.doi.org/10.5772/intechopen.100503

3. Key uses of demographic analysis

Demography is often viewed as applied science. The collected and processed


data on the population are widely used both among public entities (e.g., national,
regional, and local administration) and private actors (e.g., commercial companies
as well as non-profit and non-governmental organizations). It is difficult to imagine
modern management of, for example, health care, education, and transport without
knowledge of the population structure or making investment decisions without
knowing the specifics of the local labor market. Demographers not only analyze
trends but also often create recommendations regarding, among other things, fam-
ily policy and migration policy [1, 5, 6]. In addition, from a business perspective,
demographic data have a fundamental application in marketing as well as managing
the production and sale of new products and services.

Author details

Andrzej Klimczuk
SGH Warsaw School of Economics, Warsaw, Poland

*Address all correspondence to: klimczukandrzej@gmail.com

© 2021 The Author(s). Licensee IntechOpen. This chapter is distributed under the terms
of the Creative Commons Attribution License (http://creativecommons.org/licenses/
by/3.0), which permits unrestricted use, distribution, and reproduction in any medium,
provided the original work is properly cited.

3
Demographic Analysis - Selected Concepts, Tools, and Applications

References

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Practical Applications in Applied Probabilistic approach. In: Baltes PB,
Demography. Cham: Springer Smelser NJ, editors. International
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10.1007/978-3-319-65439-3 Sciences. Amsterdam: Elsevier; 2001.
pp. 3428-3432
[2] Robert Schoen. Chapter 1:
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10.1007/978-3-319-26603-9
[12] Rychtaříková J. New Methods of
[3] United Nations Statistics Division: Demographic Analysis. Czech
Demographic Yearbook System Demography; 2009. pp. 34-42
[Internet]. Available from: https://
unstats.un.org/unsd/demographic- [13] Yusuf F, Martins JM, Swanson DA.
social/products/dyb/ [Accessed: Methods of Demographic Analysis.
14 June 2021] Dordrecht: Springer Netherlands; 2014.
DOI: 10.1007/978-94-007-6784-3
[4] United Nations, Population Division:
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[5] Jivetti B, Hoque MN, editors.
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[6] Klimczuk A. Economic Foundations
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[7] The United States Census Bureau


[Internet]. Available from: https://www.
census.gov [Accessed: 14 June 2021]

[8] Carmichael GA. Fundamentals of


Demographic Analysis: Concepts,
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10.1007/978-3-319-23255-3

[9] Pressat R. Demographic Analysis:


Methods Results Applications. New York
Aldine; 1972

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