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A New Approach to Social Mobility
Models: Simulation as “Reverse
Engineering”
Edmund Chattoe and Anthony Heath
Department of Sociology
University of Oxford
3 George Street Mews
Oxford OX1 2AA
http://www.sociology.ox.ac.uk
edmund.chattoe@sociology.ox.ac.uk
Plan of the Presentation
• Why are sociologists so hard to convince
about simulation?
• What is social mobility?
• A description of MOBSIM
• Initialising populations with structure: a
simulation puzzle
Sociology and Simulation
• Fundamental split: “qualitative” versus
“quantitative” approaches
• Qualitative sociologists don’t like
simulation because they don’t like any
modelling
• What about quantitative sociology?
• That shares a view of regularities as social
phenomena not “laws”.
“Real Problems”
• Quantitative sociologists want to study
“real” problems:
– Lots of data, direct and surrounding
– Social institutions (schools, factories) and
social structure (family relations)
– Problems set by academic consensus
(tradition) rather than choice
Two Kinds of “Theory”
MACRO MACRO MACRO
Statistical Model World Simulation
MICRO MICRO MICRO
?
?
Problems with Statistical Models
• Curve fitting (rather than cross checking at
different levels) is not real testing
• “Theories” of micro behaviour compatible
with statistical approaches must either be
very “tidy” (RCT) or run the risk that the
macro behaviour emerging from it not
what was anticipated
Reverse Engineering
• “Pick apart” dependent variables and set in
order: the problem of “scope”
• Do “normal simulation stuff”:
experiments, validation, exploring theory
lacunae
• Generate original patterns (and ideally
others) thus producing a simulation that is
both “relevant” and falsifiable
The Scope of Models
Labour Markets
Demography
Education
?
?
What is Social Mobility?
– Movement between classes over time:
• Inter and intra generational
• Relative and absolute mobility
– Motivations for study:
• Efficiency
• Social Stability
• Morality
– Findings
• Meritocracy and myth
• Comprehensive schools
• Considerable constancy of ASM
MOBSIM
• A microsimulation with behaviour
• Initialised at “1901”
• Key Features
– Identities
– Classes (equated with jobs)
– Education (“epoints”)
– Status
– “Institutions” and “Biology”
– Labour market
Constructive Surprise Example
• Models of more than minimal
complexity are falsifiable
• People with less education can hold
better jobs
• This occurs because even though hiring
is meritocratic, firing is probabilistic
• Observers might attribute this to
discrimination
• It also suggests new research
Distribution of Education Points By Class
0
0.5
1
1.5
2
2.5
0 200 400 600 800 1000 1200
Education Points
Series1
Developing the Model
• Endogenising norms
• Disaggregating the school sector
• Dealing with anachronisms
• Disaggregating the labour market
• Removing “arbitrary” parameters
• Adding material resources
• Adding spatial location
• Adding social networks
Possible Experiments I: Cultural Shifts
• Homogamy
• Women’s labour market participation
and higher education
• Divorce
• Birth control, demography and genetics
• Deliberate policy
• Ascription and meritocracy
Possible Experiments II
• Validating Statistical Assumptions
– Class Aggregates
– Time at Measurement
– Transmission through the father
• “Exogenous” Factors
– War
– Sectoral Change and International Adjustment
The Problem of Structured Populations I
• Three kinds of structure
– No structure: agents with separable attributes
initialised randomly
– Some structure: microsimulations in which
attributes like “number of children” matter
– Detailed structure: social mobility, attributes
like “my father” matter
• Again an unremarked feature of these
models
The Problem of Structured Populations II
Pseudo Histories Pseudo Parents
TWO POSSIBLE SOLUTIONS
The Problem of Structured Populations III
• Pseudo Histories
– Consistency of pseudo history distributions
with actual run distributions
– Problem of “linking” pseudo histories to each
other
• Pseudo Parents
– Hard to generate stable populations
– Large “overhead” of lead time and boom and
slump in initial pseudo population
The Problem of Structured Populations IV
• Should we worry that this problem has
never come up before?
• Just how much structure is plausible for
real social systems?
What is Microsimulation?
• Agents and attributes
• Environment and different updating rules
• Initialisation

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A New Approach to Social Mobility Models: Simulation as “Reverse Engineering”

  • 1. A New Approach to Social Mobility Models: Simulation as “Reverse Engineering” Edmund Chattoe and Anthony Heath Department of Sociology University of Oxford 3 George Street Mews Oxford OX1 2AA http://www.sociology.ox.ac.uk edmund.chattoe@sociology.ox.ac.uk
  • 2. Plan of the Presentation • Why are sociologists so hard to convince about simulation? • What is social mobility? • A description of MOBSIM • Initialising populations with structure: a simulation puzzle
  • 3. Sociology and Simulation • Fundamental split: “qualitative” versus “quantitative” approaches • Qualitative sociologists don’t like simulation because they don’t like any modelling • What about quantitative sociology? • That shares a view of regularities as social phenomena not “laws”.
  • 4. “Real Problems” • Quantitative sociologists want to study “real” problems: – Lots of data, direct and surrounding – Social institutions (schools, factories) and social structure (family relations) – Problems set by academic consensus (tradition) rather than choice
  • 5. Two Kinds of “Theory” MACRO MACRO MACRO Statistical Model World Simulation MICRO MICRO MICRO ? ?
  • 6. Problems with Statistical Models • Curve fitting (rather than cross checking at different levels) is not real testing • “Theories” of micro behaviour compatible with statistical approaches must either be very “tidy” (RCT) or run the risk that the macro behaviour emerging from it not what was anticipated
  • 7. Reverse Engineering • “Pick apart” dependent variables and set in order: the problem of “scope” • Do “normal simulation stuff”: experiments, validation, exploring theory lacunae • Generate original patterns (and ideally others) thus producing a simulation that is both “relevant” and falsifiable
  • 8. The Scope of Models Labour Markets Demography Education ? ?
  • 9. What is Social Mobility? – Movement between classes over time: • Inter and intra generational • Relative and absolute mobility – Motivations for study: • Efficiency • Social Stability • Morality – Findings • Meritocracy and myth • Comprehensive schools • Considerable constancy of ASM
  • 10. MOBSIM • A microsimulation with behaviour • Initialised at “1901” • Key Features – Identities – Classes (equated with jobs) – Education (“epoints”) – Status – “Institutions” and “Biology” – Labour market
  • 11. Constructive Surprise Example • Models of more than minimal complexity are falsifiable • People with less education can hold better jobs • This occurs because even though hiring is meritocratic, firing is probabilistic • Observers might attribute this to discrimination • It also suggests new research
  • 12. Distribution of Education Points By Class 0 0.5 1 1.5 2 2.5 0 200 400 600 800 1000 1200 Education Points Series1
  • 13. Developing the Model • Endogenising norms • Disaggregating the school sector • Dealing with anachronisms • Disaggregating the labour market • Removing “arbitrary” parameters • Adding material resources • Adding spatial location • Adding social networks
  • 14. Possible Experiments I: Cultural Shifts • Homogamy • Women’s labour market participation and higher education • Divorce • Birth control, demography and genetics • Deliberate policy • Ascription and meritocracy
  • 15. Possible Experiments II • Validating Statistical Assumptions – Class Aggregates – Time at Measurement – Transmission through the father • “Exogenous” Factors – War – Sectoral Change and International Adjustment
  • 16. The Problem of Structured Populations I • Three kinds of structure – No structure: agents with separable attributes initialised randomly – Some structure: microsimulations in which attributes like “number of children” matter – Detailed structure: social mobility, attributes like “my father” matter • Again an unremarked feature of these models
  • 17. The Problem of Structured Populations II Pseudo Histories Pseudo Parents TWO POSSIBLE SOLUTIONS
  • 18. The Problem of Structured Populations III • Pseudo Histories – Consistency of pseudo history distributions with actual run distributions – Problem of “linking” pseudo histories to each other • Pseudo Parents – Hard to generate stable populations – Large “overhead” of lead time and boom and slump in initial pseudo population
  • 19. The Problem of Structured Populations IV • Should we worry that this problem has never come up before? • Just how much structure is plausible for real social systems?
  • 20. What is Microsimulation? • Agents and attributes • Environment and different updating rules • Initialisation