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Measuring inequality: The effect of units of analysis on the Gini coefficient

Published online by Cambridge University Press:  28 March 2024

Amy E. Thompson*
Affiliation:
Department of Geography and the Environment, University of Texas at Austin, Austin, United States
Adrian S.Z. Chase
Affiliation:
Mansueto Institute Postdoctoral Fellow and Department of Anthropology Postdoctoral Scholar, University of Chicago, Chicago, United States
Gary M. Feinman
Affiliation:
Negaunee Integrative Research Center, Field Museum of Natural History, Chicago, United States
*
Corresponding author: Amy E. Thompson; Email: amy.thompson@austin.utexas.edu
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Abstract

To variable degrees, inequality is present in all human societies, but how archaeologists measure inequality varies greatly. In recent research, we used the same unit of analysis, house size, to evaluate residential wealth inequality among the Classic (a.d. 250/300–800) Maya of southern Belize. Using a Gini coefficient, we found that even in this peripheral region, high degrees of inequality were present. However, nuances in inequality metrics vary based on the analytical parameters or units of measurement (area versus volume) and the unit of analysis (individual residential structures, all structures within a household group, or the entire household group, including the built environment). Generally, Gini coefficients calculated from volume are greater than those from area, and the unit of analysis affects the Gini coefficient and, thus, our interpretations of the degree of inequality present. We discuss the impact of the unit of analysis for house sizes, and how it affects our interpretations of residential wealth inequality in the past in conjunction with previous archaeological research. The findings are instrumental for comparative analyses of wealth inequality through the study of house size variation in ancient and modern societies, highlighting the value of clear definitions of the unit of analysis.

Resumen

Resumen

En grados variables, la desigualdad está presente en todas las sociedades humanas, pero la forma en que los arqueólogos miden la desigualdad varía mucho. En una investigación reciente, utilizamos la misma unidad de análisis, el tamaño de la casa, para evaluar la desigualdad de riqueza residencial entre los mayas del período clásico (250/300–800 d.C.) del sur de Belice. Usando un coeficiente de Gini, encontramos que aún en esta región periférica estaban presentes altos grados de desigualdad. Sin embargo, los matices en las métricas de desigualdad varían según los parámetros analíticos o las unidades de medida (área versus volumen) y la unidad de análisis (estructuras residenciales individuales, todas las estructuras dentro de un grupo de hogares, o todo el grupo de hogares incluido el entorno construido). Generalmente, los coeficientes de Gini calculados a partir del volumen son mayores que los del área, y la unidad de análisis afecta el coeficiente de Gini y, por lo tanto, nuestras interpretaciones del grado de desigualdad que existía. Discutimos el impacto de la unidad de análisis para el tamaño de las casas y cómo afecta nuestras interpretaciones de la desigualdad de riqueza residencial en el pasado junto con investigaciones arqueológicas previas. Los hallazgos son fundamentales para los análisis comparativos de la desigualdad de la riqueza a través del estudio de la variación del tamaño de las casas en las sociedades antiguas y modernas, destacando el valor de las definiciones claras de la unidad de análisis.

Information

Type
Compact Section: Ancient Maya Inequality
Creative Commons
Creative Common License - CCCreative Common License - BY
This is an Open Access article, distributed under the terms of the Creative Commons Attribution licence (http://creativecommons.org/licenses/by/4.0/), which permits unrestricted re-use, distribution and reproduction, provided the original article is properly cited.
Copyright
Copyright © The Author(s), 2024. Published by Cambridge University Press
Figure 0

Figure 1. Classic Maya centers in southern Belize (black points), with an emphasis on the eight centers used in this study (black triangles). Figure created by Thompson.

Figure 1

Figure 2. Units of analysis and units of measurement for house size data. Modified from Thompson et al. 2021b:Figure 3.

Figure 2

Table 1. Descriptive data for eight Classic Maya centers in southern Belize. Braswell 2020; Dunham 1990; Dunham et al. 1989; Fauvelle 2012; Hammond 1975; Jamison 1993; Kindon 2002; Leventhal 1992; Novotny 2015; Prager and Braswell 2016; Prager et al. 2014; Prufer 2002; Prufer et al. 2011, 2017; Thompson 2019; Thompson and Prufer 2019, 2021).

Figure 3

Table 2. Results of Gini coefficients for the six metrics, including the upper and lower boundary, at a 95 percent confidence interval and the range of Ginis based on the confidence interval.

Figure 4

Figure 3. Lorenz curves for the six Gini coefficients at Ix Kuku'il, showing the difference in distribution of house size. A single large household on plazuela volume (dark orange, bottom right) results in a steep incline on the Lorenz curve. Figure created by Thompson.

Figure 5

Table 3. Differences (Diff.) in Gini coefficients between area (Area) and volume (Vol.) for the three units of analysis. Generally, volume Ginis are higher than area Ginis. Data from Caracol from Chase 2017; data from Chunchucmil from Hutson and Welch 2021.

Figure 6

Figure 4. Box-and-whisker plots of Gini coefficients with 95 percent confidence intervals for the three units of analysis, comparing area and volume. These data are presented for (a) individual structures, (b) all structures per plazuela, and (c) the entire plazuela; see Figure 2. Cumulative range of Ginis with 95 percent CI for studied centers in southern Belize are shown at the bottom of the subfigure. Figure created by Thompson.

Figure 7

Table 4. Differences in Gini coefficients between area and volume for the three units of analysis.

Figure 8

Figure 5. Box and whisker plots of Gini coefficients with 95 percent confidence intervals for area (m2) data for the three units of analysis at each southern Belize center. Cumulative range of Ginis with 95 percent CI for studied centers in southern Belize shown at the bottom of the figure. Blue = individual structures; green = all structures per plazuela; orange = entire plazuela. Figure created by Thompson.

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