Cluster Analysis as an Analytical Tool of Population Policy

Authors

  • Oksana Mikhaylovna Shubat Ural Federal University
  • Irina Viktorovna Shmarova Ural Federal University

DOI:

https://doi.org/10.17059/2017-4-16

Keywords:

population trends, Russian regions, family institution, population policy, family policy, differentiated approach, cluster analysis, Ward’s method, Euclidean distance, multidimensional data classification

Abstract

The predicted negative trends in Russian demography (falling birth rates, population decline) actualize the need to strengthen measures of family and population policy. Our research purpose is to identify groups of Russian regions with similar characteristics in the family sphere using cluster analysis. The findings should make an important contribution to the field of family policy. We used hierarchical cluster analysis based on the Ward method and the Euclidean distance for segmentation of Russian regions. Clustering is based on four variables, which allowed assessing the family institution in the region. The authors used the data of Federal State Statistics Service from 2010 to 2015. Clustering and profiling of each segment has allowed forming a model of Russian regions depending on the features of the family institution in these regions. The authors revealed four clusters grouping regions with similar problems in the family sphere. This segmentation makes it possible to develop the most relevant family policy measures in each group of regions. Thus, the analysis has shown a high degree of differentiation of the family institution in the regions. This suggests that a unified approach to population problems’ solving is far from being effective. To achieve greater results in the implementation of family policy, a differentiated approach is needed. Methods of multidimensional data classification can be successfully applied as a relevant analytical toolkit. Further research could develop the adaptation of multidimensional classification methods to the analysis of the population problems in Russian regions. In particular, the algorithms of nonparametric cluster analysis may be of relevance in future studies.

Author Biographies

Oksana Mikhaylovna Shubat, Ural Federal University

PhD in Economics, Associate Professor, Ural Federal Unversity; Scopus Author ID: 55361508300,  https://orcid.org/0000-0002-0929-8144, Researcher ID: M-7443–2013 (19, Mira St., Ekaterinburg, 620002, Russian Federation; e-mail: o.m.shubat@urfu.ru).

Irina Viktorovna Shmarova, Ural Federal University

Senior Lecturer, Ural Federal Unversity (19, Mira St., Ekaterinburg, 620002, Russian Federation; e-mail: i.v.shmarova@urfu.ru).

References

Raiskaya, N. N., Sergienko, Ya. V. & Frenkel, A. A. (2007). Klasternyy analiz regionov Rossii po urovnyu investitsionnogo potentsiala [Claster analysis of regions of Russia by the investment potential rate]. Voprosy statistiki [Bulletin of Statistics], 5, 3–9. (In Russ.)

Bakanach, O. V. (2012). Statisticheskoe issledovanie faktorov prodovolstvennoy bezopasnosti regionov [Statistical investigation of regions’ food security factors]. Vestnik Samarskogo gosudarstvennogo ekonomicheskogo universiteta [Vestnik of Samara State University of Economics], 4(90), 15–18. (In Russ.)

Polozhentseva, Yu. S. (2012). Klasternyy podkhod k analizu innovatsionnogo razvitiya subektov Rossiyskoy Federatsii [Claster approach to the analysis of innovative development of subjects of the Russian Federation]. Izvestiya Yugo-Zapadnogo gosudarstvennogo universiteta [Proceedings of the Southwest State University], 4–3(43), 31–38. (In Russ.)

Treshchevskiy, D. Yu. (2011). Klasternyy podkhod k analizu innovatsionnogo razvitiya regionov Rossii [The cluster approach to the analysis of the innovative developments of regions of Russia]. Region. Sistemy, ekonomika, upravlenie [Region: Systems, Economics, Management], 1, 37–47. (In Russ.)

Agapova, T. N. & Muzalyova, T. I. (2016). Mnogomernaya klassifikatsiya regionov po urovnyu kriminogennosti [Multidimensional classification of regions by the level of criminality]. Sistemnoye upravlenie [System management], 2(31), 2–7. (In Russ.)

Tolmachev, M. N. & Nosov, V. V. (2012). Tipologiya regionov Rossii po sostoyaniyu i razvitiyu selskogo khozyaystva [Typology of Russian regions based on the condition and development of agriculture]. Nauchnoye obozrenie [Science Review], 1, 188–197. (In Russ.)

Kolechkov, D. V., Gadzhiev, Yu. A., Timashev, S. A. & Makarova, M. N. (2012). Valovoy munitsipalnyy produkt. Metody rascheta i primenenie [Gross municipal product: the design procedure and application]. Ekonomika regiona [Economy of Region], 4(32), 49–59. (In Russ.)

Guzairov, M. B., Degtyareva, I. V. & Makarova, E. A. (2015). Raskhody naseleniya regionov Rossiyskoy Federatsii na pokupku produktov pitaniya: komponentnyy i klasternyy analiz [Regional Population Expenditure for Foodstuffs in the Russian Federation: Componential and Cluster Analyses]. Ekonomika regiona [Economy of Region], 4(44), 145–157. doi: 10.17059/2015–4–12. (In Russ.)

Bagirova, A. P. & Ilyshev, A. M. (2009). Faktory reproduktivnogo povedeniya naseleniya. Analiz mezhstranovykh i mezhregionalnykh razlichiy [Factors for reproductive behavior (cross-national and cross-regional differences)]. Sotsiologicheskie issledovaniya [Sociological Studies], 2, 37–46. (In Russ.)

Lokosov, V. V., Ryumina, E. V. & Ulyanov, V. V. (2015). Regionalnaya differentsiatsiya pokazateley chelovecheskogo potentsiala [Regional Differentiation of Human Potential Indicators]. Ekonomika regiona [Economy of Region], 4(44), 185–196. doi: 10.17059/2015–4–15. (In Russ.)

Kuchmaeva, O. V. (2010). Vozmozhnosti statistiki v otsenke effektivnosti sotsialnykh proektov [The island of century statistics possibilities in an estimation of efficiency of social projects]. Ekonomika. Statistika. Informatika [Economics, Statistics and Informatics], 5, 96–103. (In Russ.)

Shubat, O., Bagirova, A., Abilova, M. & Ivlev, A. (2016). The use of cluster analysis for demographic policy development: evidence from Russia. Proceedings of the 30th European Conference on Modelling and Simulation (Regensburg, Germany, May 31st — June 03rd, 2016). Regensburg: Digitaldruck Pirrot GmbH, 2016. — Pp. 159–165. (In Russ.)

Kronthaler, F. (2005). Economic Capability of East German Regions: Results of a Cluster Analysis. Regional Studies, 39(6), 739–750. doi: 10.1080/00343400500213630.

Laboutková, S., Bednářová, P. & Valentová, V. (2016). Economic Inequalities and the Level of Decentralization in European Countries: Cluster Analysis. Comparative Economic Research, 19(4), 27–46. doi: 10.1515/cer-2016–0028.

Simpach, O. (2013). Application of Cluster Analysis on the Demographic Development of Municipalities in the Districts of Liberecky Region. Conference Proceedings of the 7th International Days of Statistics and Economics (Prague, Chezh Republic, 19–21Sept. 2013). Prague: Melandrium, 1390–1399.

Mertlova, L. & Prokop, M. (2015). Cluster analysis as a method of regional analysis. 18th International Colloquium on Regional Sciences (Hustopece, Czech Republic, 2015, Jun 17–19). Hustopece: Masarykova Univ, 56–63. doi: 10.5817/CZ.MUNI.P210–7861–2015–6.

Vahalíkm B. & Staníčková, M. (2016). Key factors of foreign trade competitiveness: Comparison of the EU and BRICS by factor and cluster analysis. Society and Economy, 38(3), 295–317. doi: 10.1556/204.2016.38.3.1.

Koisova, E. & Haviernikova, K. (2016). Evaluation of selected regional development indicators by means of cluster analysis. Actual Problems of Economics, 184(10), 434–443.

Zhang, X. & Li, Z. (2014). Application of cluster analysis to western China population quality assessment. International Conference on E-Commerce, E-Business and E-Service, EEE 2014 (Hong Kong, 1–2 May, 2014). Hong Kong: CRC Press/Balkema, 239–242.

Gnedash, A. A. (2015). Semeynaya politika v regionakh sovremennoy Rossii: institutsionalnyye i programmnye aspekty [Family policy in the regions of modern Russia: institutional and policy aspects]. Zhenshchina v rossiyskom obshchestve [Woman in Russian Society], 3–4, 96–108. (In Russ.)

Bezrukova, O. N. & Samoylova, V. A. (2013). Semeynaya politika na munitsipalnom urovne [Family policy at the municipal level]. Vlast [The Power], 11, 138–144. (In Russ.)

Gurko, T. A. (2013). O Kontseptsii gosudarstvennoy semeynoy politiki Rossiyskoy Federatsii na period do 2025 goda. Ekspertnaya otsenka [he Concept of Government Family Policy of Russian Federation over a Period 2025: Suggestions for Improvement]. Sotsiologicheskaya nauka i sotsialnaya praktika [Sociological Science and Social Practic], 3, 33–52. (In Russ.)

Rzhanitsyna, L. S. & Rybalchenko, S. I. (2013). Sostoyanie semeynoy politiki i predlozheniya po ee sovershenstvovaniyu [The state of family policies and suggestions to improve it]. Sotsiologicheskie issledovaniya [Sociological Studies], 6, 47–57. (In Russ.)

Published

27.11.2017

How to Cite

Shubat, O. M., & Shmarova, I. V. (2017). Cluster Analysis as an Analytical Tool of Population Policy. Economy of Regions, 13(4), 1175–1183. https://doi.org/10.17059/2017-4-16

Issue

Section

Research articles