Title: Leave No One Behind: Disability, Wellbeing, and National Policy
Erika Sanborne, Sociology PhD Candidate, University of Minnesota (CV)
Committee: Elizabeth Heger Boyle (Chair); Joan DeJaeghere; Phyllis Moen; and Tom VanHeuvelen
If anything here is not accessible to you, please let me know how I can help you.
Abstract
Wellbeing is an important aspect of quality of life and is closely linked to several Sustainable Development Goals (SDGs), including health, education, and reduced inequalities. This dissertation explores subjective wellbeing among disabled women, a population that often faces compounded challenges. Costa Rica, a middle-income country in Latin America known for its commitment to universal healthcare and its notably high national wellbeing, offers an ideal case study for examining these issues. This research aims to explore how disability and wellbeing intersect in different socio-economic contexts, using Costa Rica as a starting point and extending to global comparisons of wellbeing through an analysis of national disability policies.
Study
1
Disabled Development: Leave No One Behind
Study
2
Social Model of Disablility Operationalization
Study
3
National Disability Policy Analysis
Acknowledgements
My Committee
IPUMS MICS Data
User-written Stata Programs
All the Funding Sources
Data Source
About IPUMS MICS
This research analyzes the IPUMS MICS Round 6. IPUMS MICS harmonizes Multiple Indicator Cluster Surveys (MICS) allowing comparative studies through consistent coding of variables.
The primary data for Study 1 and Study 2 come from a cross-sectional, nationally representative survey of Costa Rican households, with women aged 15-49 (n=8217 women). Interviews were conducted from March to May 2018 by Instituto Nacional de Estadísticas y Censos (INEC), under the design guidance of the United Nations Children’s Fund (UNICEF) (Bolgrien et al. 2024; National Institute of Statistics and Censuses and UNICEF 2018).
MICS employs a two-stage stratified sampling method to ensure broad demographic representation. Initially, geographic areas within Costa Rica were classified into urban and rural strata, from which clusters were randomly selected based on enumeration areas from the most recent censuses. Subsequently, households within each cluster were systematically chosen for inclusion in the survey. (UNICEF 2019).
For the women’s survey, all women aged 15-49 residing in the selected households as of the night before the survey were eligible for inclusion. Participants were informed about the survey’s scope and that their participation, requiring approximately 25 minutes, was voluntary and based on informed consent. Interviews took place in person, verbally, and the interviewer recorded responses on a digital tablet.
MICS surveys typically have sufficient sample sizes to produce representative data at both the national and subnational levels, including distinctions between urban and rural settings. The main objective of MICS is to generate actionable data on critical well-being indicators for women and children to inform policies and programs.
These data are also central to monitoring over 30 indicators related to the Sustainable Development Goals (SDGs), making MICS a key resource for development agendas and assessing both national progress and women’s well-being (UNICEF 2024).
IPUMS MICS is an Integrated Public Use Microdata Series project worth checking out for your next demographic research project.
References
Measuring Subjective Well-Being
About the Cantril Ladder
Before we can discuss the so-called1 “Cantril ladder,” a modern-day, survey item commonly used in population health surveys to measure evaluative well-being, we need to put it in context.
Well-being is a broad, multidimensional construct, increasingly of interest to those involved with setting national policy agendas and measuring progress towards national sustainable development goals.
For those countries not actively measuring and seeking to improve their citizens’ well-being, along with other development goals through national policy priorities and resource allocation, there exists an inconsistency. This inconsistency is evident when considering the unanimous ratification of the 2030 Agenda for Sustainable Development by all 193 member states of the United Nations.
As in the Executive Summary of the latest Sustainable Development Report, “…the SDGs are still achievable. None of their objectives are beyond our reach. The world is off track, but that is all the more reason to double down on the SDGs” (Sachs et al. 2023: vi).
Some national governments have constructed multidimensional well-being frameworks similar to the OECD Framework as shown in the following image (OECD 2020:19).
Others have constructed well-being frameworks more particular to the values and culture of their population, such as the Gross National Happiness index in Bhutan (Ura, Alkire and Zangmo 2012; Verma and Ura 2022), which draws upon Amartya Sen’s capability approach.
When they are gathered, these important well-being data about how the people of the world are doing are being applied at several different stages of the policy cycle, from agenda setting and identifying goals through formulation, implementation monitoring, and ex-post evaluations (Exton and Shinwell 2018:4).
The outcome of interest in the present research is a part of subjective well-being (SWB), which is a dimension of well-being that is about experiencing good mental states and how people assess their own lives. In 1974, the journal Social Indicators Research was founded, and SWB was already a keyword, having been a quality-of-life indicator since the 1950s (Payne 1951/2014).
Regarding conceptualization, there are separate components within SWB: positive and negative affect, and a cognitive appraisal of life (OECD 2013:29). This is where the Cantril ladder comes in, as one common, established way of measuring evaluative well-being or life evaluation.
There are two common SWB indicators. The first SWB indicator is negative affect balance and this indicator reflects the share of the population with more negative feelings than positive feelings on the previous day (OECD 2020:146).
The second SWB indicator is life evaluation, and this indicator reflects the average of the population’s life evaluation on a 0-10 scale. The OECD Guidelines on Measuring Subjective Well-Being (OECD 2013) list the two acceptable survey items when including a single-item evaluative well-being measure.
Both questions have been used in large-scale surveys across many different years, countries, and cultures. Survey administrators need only choose one. They are:
The “satisfaction with life” item:
All things considered, how satisfied are you with your life as a whole these days? Using this card on which 0 means you are “completely dissatisfied” and 10 means you are “completely satisfied” where would you put your satisfaction with life as a whole?
The “Cantril ladder” item:
(Interviewer will first show the picture of the ladder.)
Now, look at this ladder with steps numbered from 0 at the bottom to 10 at the top. Suppose we say that the top of the ladder represents the best possible life for you and the bottom of the ladder represents the worst possible life for you. On which step of the ladder do you feel you stand at this time?
Why Use the Cantril Ladder Item
This Cantril ladder survey item is the outcome measure used in the current research. It was chosen here for comparability and consistency with the extant literature, and with the 2030 Agenda for Sustainable Development and the corresponding data initiatives underway across the globe to measure countries’ progress related to people’s well-being.
Sustainable development goal #3 (Ensure healthy lives and promote well-being for all at all ages) and target 3.4 (Reduce by one third premature mortality from non-communicable diseases through prevention and treatment and promote mental health and well-being) include the indicator of subjective well-being and, specifically, the single Cantril ladder survey item, with a 2030 target of 7.6 on the ladder scale (Sachs et al. 2023:103).
Many countries had initially made some preliminary progress towards some targets of the 2030 Agenda. Unfortunately, the global pandemic and associated crises, along with extreme weather events amidst ongoing consequences of COVID-19 and numerous, dire military conflicts, have made it so sustainable development agendas are not making forward progress and most have slid backwards.
All had committed to bringing their country in line with the 2030 Agenda and the SDGs by 2030, and some may end up worse than where they began in 2015.
Based on current projections, the gaps between high income counties (HICs) and low income countries (LICs) in particular might be greater in 2030 than when the sustainable development goals were written in 2015 (Sachs et al 2023). From a recent press release of the SDSN: “Some of the indicators that experienced the most significant reversals in progress include subjective wellbeing, access to vaccination, poverty, and unemployment rate” (SDSN 2023).
Readers can read the Sustainable Development Report online. Also on their web app is an interactive map builder, to quickly visualize trends on each of the SDGs. (Visit the Sustainable Development Report Web App)
The reason for using the Cantril ladder item is its well-established place amidst the sustainable development research agenda. While subjective well-being is not in the Global Indicator Framework, it is in the Sustainable Development Report, in the methodology section, as an indicator for target 3.4, and the Cantril ladder item is used there (Sachs et al. 2023:103). Thus, while acknowledging methodological concerns with the item, I believe that it makes sense for me to use that which is already being used to track countries’ progress towards SDGs. This is not the time to introduce novel outcome measures for SDG targets.
Methodological Concerns with SWB Measures
Some of the issues to be aware of with all subjective well-being measures are: adaptation, shared method variance, and the risk of measurement error (OECD 2018:176).
These challenges arise from the inherent complexity of measuring life evaluations, which are influenced by a multitude of variables including individual personalities, personal values, daily circumstances, comparative benchmarks, and future expectations (Alkire, 2016:621).
One of the primary concerns with SWB measures is adaptation, or adaptive preferences, a concept that refers to the psychological adjustments people make to their aspirations based on their circumstances.
This adaptation can manifest in two ways. In the first way there can be actual adaptation, where individuals genuinely adjust to changes, later returning to a baseline level of well-being (Lucas & Clark, 2006). There is also a possibility of recalibration of expectations, which can misleadingly appear as adaptation. In the latter case, the SWB measure might reflect revised expectations rather than true well-being, potentially masking underlying issues (Sen 1987:45-46).
For example, consider a woman socialized to believe she is not entitled to literacy. She may not express dissatisfaction with her illiteracy, not because she does not value literacy, but because she has adjusted her expectations to fit her perceived social role.
Similarly, individuals in a community experiencing sustained deprivations might report improved SWB after very minor positive changes, a phenomenon reflecting recalibrated expectations (adaptive preferences again) rather than genuine improvements in well-being.
Another methodological issue is shared method variance, which is a concern whenever multiple self-report measures are used in the same survey. This variance can introduce bias, as responses may be influenced by common factors unrelated to the variables of interest, potentially skewing the interpretation of any nonzero relationships between them.
What is sometimes simply noted as “unaccounted for variance”, however, can be the most important thing, especially when the data are from multiply marginalized women.
Additionally, the Cantril ladder may prompt respondents to engage in social comparisons, which introduces another source of potential bias. The interplay of these factors needs to be considered when using SWB measures.
Critics also argue that SWB measures fail to account for a person’s ‘real opportunities’, focusing instead on subjective perceptions that may not accurately reflect objective conditions (Binder 2014:1198). This underscores a broader critique of the normative use of SWB measures in policy-making, which should be approached with an understanding of these limitations.
1 Initially, I referred to the measurement under discussion as the so-called “Cantril ladder” item. This designation was intended to signal a caveat: the version of the survey item employed over the past twenty years lacks significant methodological content that characterized the original Cantril Self-Anchoring Striving Scale (Cantril 1965). Although both use a ladder metaphor and pose the same question, the original scale was administered within the context of a meaningful conversation—a crucial aspect that differentiated its use from the contemporary application. The current usage, therefore, diverges substantially from the original methodology of Hadley Cantril’s ladder item, which was far more sophisticated.
References
References
Abdallah, Saamah , Alex Hoffman and Lewis Akenji. 2024. “The 2024 Happy Planet Index.” Berlin: Hot or Cool Institute.
Alkire, Sabina. 2016. “The Capability Approach and Well-Being Measurement for Public Policy.” Pp. 615-44 in The Oxford Handbook of Well-Being and Public Policy, edited by M. D. Adler and M. Fleurbaey. Oxford, UK: Oxford University Press.
Aneshensel, Carol S. 2015. “Sociological Inquiry into Mental Health.” Journal of Health and Social Behavior 56(2):166-78. https://dx.doi.org/10.1177/0022146515583992.
Australian Broadcasting Corporation. 2014. “17 Things Stella Young Wanted You to Know.” https://www.abc.net.au/news/2014-12-08/17-things-stella-young-wanted-you-to-know/5950814.
Barnes, Colin and Michael Oliver. 1993. “Disability: A Sociological Phenomenon Ignored by Sociologists.” Leeds, UK: Center for Disability Studies, University of Leeds.
Barnett, Michael N. and Martha Finnemore. 1999. The politics, power, and pathologies of international organizations. International Organization, 53(4), 699-732.
Becker, Howard S. 1966. Outsiders: Studies in the Sociology of Deviance. New York: The Free Press.
Binder, Martin. 2014. “Subjective Well-Being Capabilities: Bridging the Gap between the Capability Approach and Subjective Well-Being Research.” Journal of Happiness Studies 15(5):1197-217. 10.1007/s10902-013-9471-6.
Bolgrien, Anna, Elizabeth Heger Boyle, Matthew Sobek and Miriam King. 2024. IPUMS MICS Data Harmonization Code Version 1.1 [Stata Syntax]. IPUMS: Minneapolis, MN https://doi.org/10.18128/D082.V1.1.
Burchardt, Tania and Rod Hick. 2018. “Inequality, Advantage and the Capability Approach.” Journal of Human Development and Capabilities 19(1):38-52. doi: https://doi.org/10.1080/19452829.2017.1395396.
Cantril, Hadley. 1965. The Pattern of Human Concerns. New Brunswick, NJ: Rutgers University Press.
Crenshaw, Kimberlé. 1989. “Demarginalizing the Intersection of Race and Sex: A Black Feminist Critique of Antidiscrimination Doctrine, Feminist Theory and Antiracist Politics.” Pp. 139-66 in University of Chicago Legal Forum.
Dohrenwend, Barbara Snell. 1978. “Social Stress and Community Psychology.” American journal of community psychology 6(1):1-14. https://doi.org/10.1007/BF00890095.
Easterlin, Richard A. 2021. An Economist’s Lessons on Happiness: Farewell Dismal Science! Cham, Switzerland: Springer Nature.
Easterlin, Richard A. 1974. “Does Economic Growth Improve the Human Lot? Some Empirical Evidence.” Pp. 89-125 in Nations and Households in Economic Growth. New York: Academic Press.
Exton, Carrie and Michal Shinwell. 2018. “Policy Use of Well-Being Metrics: Describing Countries’ Experiences.” OECD Statistics Working Paper Series. Paris: OECD Statistics and Data Directorate.
Falkingham, Jane, Maria Evandrou and Athina Vlachantoni. 2020. “Demographic Change and the Lifecourse: An Introduction.” Pp. 1-5 in Handbook on Demographic Change and the Lifecourse, edited by J. Falkingham, M. Evandrou and A. Vlachantoni. Northampton, MA: Edward Elgar Publishing.
Finnemore, Martha and Kathryn Sikkink 1998. International Norm Dynamics and Political Change. International Organization, 52(4), 887-917.
Flaig, Joyce M. 1978. “The Sociology of Physical Disability and Rehabilitation.” Physical Therapy 58(5):654.
George, Linda K. 2014. “Taking Time Seriously: A Call to Action in Mental Health Research.” Journal of Health and Social Behavior 55(3):251-64. https://doi.org/10.1177/0022146514542434.
Goffman, Erving. 1963. Stigma: Notes on the Management of Spoiled Identity. Englewood Cliffs, NJ: Prentice Hall.
Haber, Lawrence D. and Richard T. Smith. 1971. “Disability and Deviance: Normative Adaptations of Role Behavior.” American Sociological Review 36(1):87-97. https://doi.org/10.2307/2093509.
Hafner-Burton, Emilie M. and Kiyoteru Tsutsui. 2005. “Human Rights in a Globalizing World: The Paradox of Empty Promises.” American Journal of Sociology 110(5):1373-411. https://doi.org/10.1086/428442.
Helliwell, John F., Richard Layard, Jeffrey D. Sachs, Jan-Emmanuel De Neve, Lara B. Aknin and Shun Wang, eds. 2024. World Happiness Report 2024. University of Oxford: Wellbeing Research Centre.
Hickel, Jason. 2020. “The Sustainable Development Index: Measuring the Ecological Efficiency of Human Development in the Anthropocene.” Ecological Economics 167:106331. https://dx.doi.org/10.1016/j.ecolecon.2019.05.011.
Instituto Nacional de Estadísticas y Censos (INEC). 2019. “National Survey on Disability 2018 General Results.” San José, Costa Rica.
Keck, Margaret E. and Kathryn Sikkink. 1998. Activists beyond borders: Advocacy networks in international politics. Ithaca: Cornell University Press.
Lemert, Edwin McCarthy, ed. 1967. Human Deviance, Social Problems, and Social Control, Edited by N. J. Smelser. Englewood Cliffs, NJ: Prentice Hall.
Louie, Patricia, Laura Upenieks, Christy L Erving and Courtney S Thomas Tobin. 2022. “Do Racial Differences in Coping Resources Explain the Black–White Paradox in Mental Health? A Test of Multiple Mechanisms.” Journal of Health and Social Behavior 63(1):55-70.
Lucas, Richard E. and Andrew E. Clark. 2006. “Do People Really Adapt to Marriage?”. Journal of Happiness Studies 7(4):405-26. 10.1007/s10902-006-9001-x.
Madans, Jennifer, Mitchell Elliott Loeb and Arne Henning Eide. 2017. “Measuring Disability and Inclusion in Relation to the 2030 Agenda on Sustainable Development.” Disability and the Global South 4(1):1164-79.
Meyer, Ilan H. 1995. “Minority Stress and Mental Health in Gay Men.” Journal of Health and Social Behavior 36(1):38. https://doi.org/10.2307/2137286.
Meyer, John W. and Brian Rowan. 1977. “Institutionalized Organizations: Formal Structure as Myth and Ceremony.” American Journal of Sociology 83(2):340-63.
Misión Permanente de Costa Rica ante Naciones Unidas. 2024. “Country Facts.” United Nations. (https://www.un.int/costarica/es/costarica/country-facts).
National Institute of Statistics and Censuses and UNICEF. 2018. Costa Rica Multiple Indicator Cluster Survey 2011, 2018 [Dataset]. San José, Costa Rica: https://mics.unicef.org/.
Nussbaum, Martha C. 2000. Women and Human Development: The Capabilities Approach: Cambridge University Press.
Nussbaum, Martha C. 2011. Creating Capabilities : The Human Development Approach. Cambridge, MA: Belknap Press of Harvard University Press.
OECD. 2013. OECD Guidelines on Measuring Subjective Well-Being. Paris: OECD Publishing.
OECD. 2018. For Good Measure: Advancing Research on Well-Being Metrics Beyond GDP. Paris: High-Level Group on the Measurement of Economic Performance and Social Progress.
OECD. 2020. How’s Life? 2020: Measuring Well-Being. Paris: OECD Publishing.
Oliver, Mike. 1986. “Social Policy and Disability: Some Theoretical Issues.” Disability, Handicap & Society 1(1):5-17. https://doi.org/10.1080/02674648666780021.
Pace, Eric. 1994. “Irving Kenneth Zola Dies at 59; Sociologist Aided the Disabled.” Pp. 22 in New York Times. New York.
Parsons, Talcott. 1951. The Social System. London: The Free Press of Glencoe.
Payne, Stanley Le Baron 1951/2014. The Art of Asking Questions: Studies in Public Opinion, 3. Princeton, NJ: Princeton University Press.
Pearlin, Leonard I. 1989. “The Sociological Study of Stress.” Journal of Health and Social Behavior 30(3):241. https://dx.doi.org/10.2307/2136956.
Pearlin, Leonard I. 1999. “The Stress Process Revisited: Reflections on Concepts and Their Lnterrelationships.” Pp. 395-415 in Handbook of the Sociology of Mental Health, edited by C. S. Aneshensel and J. C. Phelan. New York: Springer.
Pinilla-Roncancio, Monica and Sabina Alkire. 2021. “How Poor Are People with Disabilities? Evidence Based on the Global Multidimensional Poverty Index.” Journal of Disability Policy Studies 31(4):206-16. https://doi.org/10.1177/1044207320919942.
Rawls, John. 2001. Justice as Fairness: A Restatement, Edited by E. Kelly. Cambridge, MA: Harvard University Press.
Ross, Catherine E. and Chia-Ling Wu. 1995. “The Links between Education and Health.” American Sociological Review 60(5):719. https://doi.org/10.2307/2096319.
Sachs, Jeffrey D., Guillaume Lafortune, Grayson Fuller and Eamon Drumm. 2023. “Implementing the SDG Stimulus. Sustainable Development Report 2023.” Paris: SDSN, Dublin: Dublin University Press.
Safilios-Rothschild, Constantina. 1970. The Sociology and Social Psychology of Disability and Rehabilitation. New York: Random House.
SDSN. 2023. “World at Risk of Losing a Decade of Progress on the UN Sustainable Development Goals.” Paris.
Sen, Amartya. 1987a. On Ethics and Economics. Malden, MA: Blackwell.
Sen, Amartya. 1987b. The Standard of Living. Cambridge, UK: Cambridge University Press.
Sen, Amartya. 1992. Inequality Reexamined. New York: Oxford University Press.
Sen, Amartya. 1999/2014. Development as Freedom. New York: Random House.
Stakeholder Group of Persons with Disabilities. 2023. “Position Paper.” New York: United Nations High-Level Political Forum on Sustainable Development (HLPF 2023).
UNICEF. 2019. MICS6 Tools. https://mics.unicef.org/tools#survey-design.
UNICEF. 2024. Multiple Indicator Cluster Surveys. https://mics.unicef.org/.
United Nations. 2006. “Convention on the Rights of Persons with Disabilities and Optional Protocol.” https://social.desa.un.org/issues/disability/crpd/convention-on-the-rights-of-persons-with-disabilities-crpd.
United Nations. 2016. “Transforming Our World: The 2030 Agenda for Sustainable Development.” https://sdgs.un.org/2030agenda.
United Nations. 2019. “Disability and Development Report: Realizing the Sustainable Development Goals by, for and with Persons with Disabilities.” New York: United Nations Department of Economic and Social Affairs.
United Nations. 2020a. “The Sustainable Development Goals Report 2020.” https://unstats.un.org/sdgs/report/2020/.
United Nations. 2020b. “Universal Values Principle Two: Leave No One Behind.” https://unsdg.un.org/2030-agenda/universal-values/leave-no-one-behind.
United Nations Development Group. 2011. “Including the Rights of Persons with Disabilities in United Nations Programming at Country Level.” New York: United Nations.
United Nations Development Programme. 2021. “Global Indicator Framework for the Sustainable Development Goals and Targets of the 2030 Agenda for Sustainable Development.” General Assembly E/CN.3/2021/2. https://www.undp.org/sustainable-development-goals.
United Nations Office at Geneva. 2024a. “Committee on the Rights of Persons with Disabilities Opens Thirtieth Session.” Geneva: United Nations Information Service.
United Nations Office at Geneva. 2024b. “Committee on the Rights of Persons with Disabilities Meeting Summary.” in Committee on the Rights of Persons with Disabilities 13th Session. Geneva: United Nations Information Service.
Ura, Karma, Sabina Alkire and Tshoki Zangmo. 2012. “Bhutan: Gross National Happiness and the GNH Index.” The Centre for Bhutan Studies.
Verma, Ritu and Karma Ura. 2022. “Gender Differences in Gross National Happiness: Analysis of the First Nationwide Wellbeing Survey in Bhutan.” World Development 150:105714. 10.1016/j.worlddev.2021.105714.
Washington Group. 2013. “Short Set of Questions on Disability.” Washington Group on Disability Statistics. https://www.cdc.gov/nchs/washington_group/wg_questions.htm. World Bank.
Watson, Nick and Simo Vehmas, eds. 2019. Routledge Handbook of Disability Studies. New York: Routledge.
WHO. 2021. WHO Policy on Disability. Geneva: World Health Organization.
World Bank. 2023. “Disability Inclusion”, Washington, DC. https://www.worldbank.org/en/topic/disability.
World Bank. 2024. “The World Bank in Costa Rica: Costa Rica Overview”. https://www.worldbank.org/en/country/costarica/overview.
Want to refer to my prelim?
Sanborne, Erika. (2022). Why World Leaders Should Prioritize the Well-Being of their People. Retrieved from the University of Minnesota Digital Conservancy, https://hdl.handle.net/11299/226179.