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Valentina S. Sycheva
To cite this article: Valentina S. Sycheva (1997) Measuring the Poverty Level, Sociological
Research, 36:4, 45-59
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Sociological Research, vol. 36, no. 4, July-August 1997, pp. 45-59.
0 1997 M.E. Sharpe, Inc. All rights reserved.
ISSN 1061-0154/1997 $9.50 + 0.00.
S. SYCHEVA
VALENTINA
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English translation 0 1997 M.E. Sharpe, Inc. Translated from the Russian text
0 1996 by “Nauka” Publishers; the Russian Academy of Sciences; the Depart-
ment of Philosophy, Sociology, Psychology, and Law, Russian Academy of Sci-
ences; the Russian Union of Industrialists and Entrepreneurs; and the author.
“Izmerenie urovnia bednosti: istoriia voprosa,” Sotsiologicheskie issledovaniia,
1996, no. 3 , pp. 14 1-49.
Valentina Sergeevna Sycheva is assistant director of the Institute of Sociology,
Russian Academy of Sciences.
45
46 SOCIOLOGICAL RESEARCH
From the eighteenth to the first half of the twentieth century, two
principal approaches dominated the study of poverty abroad. The first
was social Darwinism; the second might best be called the egalitarian
approach. But let us proceed systematically.
Eighteenth-century thinkers considered poverty an inevitable conse-
quence of industrial development (for example, Adam Smith, Thomas
Malthus, and David Ricardo). Smith thought that wages would grow as
national wealth grew; remuneration for labor would be determined by
justice and economic expediency, since all these factors increase indus-
triousness and, accordingly, stimulate population growth. But population
growth is the base on which any nation flourishes and consequently
guarantees a decline in poverty [ 11.
In his Essay on the Principle ofPopulation, Thomas Malthus [1798]
attempted to explain the contradictions in social development in terms
of natural laws. He is the source of the famous law of progression, which
JULY-AUGUST 1997 47
surplus [2].
Malthus thought that poverty reflected an excessive increase in the
population, and that the poor were themselves to blame. Furthermore, a
system of state assistance encourages the proliferation of the poor
strata. The only good thing is that destitution and poverty regulate their
numbers by means of universal hunger and epidemics [3].
In the mid-nineteenth century Herbert Spencer thought that poverty
was a completely natural phenomenon in society. In his book Social
Statics (1850), he noted that poverty and inequality emerge and grow
as social production grows. But production cannot be stopped; conse-
quently it is impossible to eliminate poverty. Moreover, poverty actu-
ally is of a completely different dimension and order: it is not a social
phenomenon but a personal problem; that is, an individual choice and
an individual fate. People are imperfect; some deftly adapt to the ad-
versities of social life, while others are unable to do this [4].
The founder of English sociology did not welcome state interven-
tion in the natural development of society. For him aid to the poor
meant restricting freedom of activity. Moreover, what then is poverty
if not the redistribution of an already limited social pie? One outcome
of this approach was that the state, by raising taxes, shifted the burden
of concern for the poor onto other population strata. “Poverty at others’
expense” is not the best condition for society, and it is certainly not the
way to eliminate poverty. The more people who live on state welfare
benefits, the fewer who live by their own independent labor, and con-
sequently the fewer are the people who produce the goods the majority
need [4, p. 3571.
In Spencer’s methodological arguments we note his disbelief in the
possibility of determining any clear criteria of poverty. Extreme need
(destitution) is only the visible indicator of poverty, the tip of the
iceberg hidden in the ocean of the living standards of a particular
48 SOCIOLOGICAL RESEARCH
view, although he was criticized by most economists [12, p. 81. For his
part, F.A. Hayek believed that poverty could not be eliminated by
force. The scale of poverty might be reduced, but for this to occur it
was necessary to raise the overall level of the population’s well-being.
But on the whole, poverty is necessary for the social good [14]. In
another book Hayek underscored the normalcy of poverty in human
society. Poverty must be accepted as an inescapable reality and one
must propagandize the idea of individuals’ personal responsibility for
their condition, including poverty. Hayek fought to limit state interven-
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cluded from the normal lifestyle and from generally accepted models of
behavior, customs, and types of activity. [Retranslated from the Rus-
sian.-Ed.] [ 161
only for a brief period in the course of their lives. He sees this as a
result of capitalism. Perhaps the author’s political biases dictate the
logic of his calculations, for they are in many respects based on a
subjective index of relative deprivation which he himself has con-
structed. Like all left-wingers he thinks that the national pie cannot
grow indefinitely. Hence to help the poor it must be redistributed
[17,p. 1291.
More and more often, sociologists are concluding that poverty is a
normal phenomenon in the social life of society. This is reflected in the
popularity of the concept of “structural poverty.” This signifies recog-
nizing poverty as a component part of the social system; that is, a
problem that cannot be resolved through economic progress alone. The
economist A[martya K.] Sen does not see the essence of poverty in the
quantity of goods. He adopts a concept of opportunities: whereas rela-
tive poverty is measured in coordinates of goods or properties, absolute
poverty is measured in coordinates of opportunities [ 181.
A way of defining poverty levels based on the opinions of ordinary
consumers, not on assessments by official experts, has recently been
proposed in Holland. The poverty line (the so-called Leiden definition
of the poverty line) is determined from respondents’ responses to the
question of the minimum income necessary to support an adequate life
style as a function of respondents’ present income [ 12, p. 171.
The experience of countries with developed economies can be ap-
plied to the problem of poverty. Measuring poverty involves developing a
methodology that one can use to determine who should be classified as
poor and how to calculate the level (threshold) of poverty [Table 13.
One may conclude from an analysis of foreign publications that criteria
of poverty are, on the whole, the same, but that specific choices
made for practical purposes depend largely on the average living
standard and cultural level a country has achieved. The main crite-
JULY-AUGUST 1997 53
Table I
Number of
As % of overall people (in
Categories population millions)
rion of poverty is per capita income. The results depend on the size
and composition of families.
In the United States [Table 21, the official definition of poverty was
the one proposed by M. Orshansky, according to which the poverty
line (or minimum family income) was determined by multiplying the cost
of food in a typical household diet by three. A study conducted in 1955
was the source of that figure. The study showed that an average family
of three or more people spent about 35 percent of its income on food.
The subsistence minimum, or the poverty threshold, was projected over
the long term and indexed in accordance with changes in prices [ 191.
A sociological study was conducted in Holland in 1983 for the
purpose of establishing objective and subjective poverty lines. Income
level, with the minimum set by the respondents themselves, was the
subjective criterion. Objective criteria included the size and composi-
tion of the household and the number and age of the children. An
average geometrical level was calculated from the respondents’ an-
swers. A family with an income lower than the average geometrical
level was considered poor [2 11. In world practice, poverty is measured
in terms of the subsistence minimum. The poverty level in each coun-
try is determined by an index that represents the proportion of poor in
54 SOCIOLOGICAL RESEARCH
Table 2
Differentiationof American Families by Income Level [20]
Income distribution among families, as Yo
groups
Year 1 2 3 4 5 Richest 5%
1950 4.5 12.0 17.4 23.4 42.7 17.3
1960 4.8 12.2 17.8 24.0 41.3 15.9
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Table 3
Notes
9. K. Marks [Man], and F. Engel‘s [Engels], Sochinenii, 2d ed., vol. 23, pp.
656-60.
10. Ch[arles] Booth, Life and Labour of the People in London (London-New
York, 1892), p. 33.
1 1. A. Bebel‘, Zhenshchina i sotsializm (Moscow: Gospolitizdat, 1959), p. 401.
12. A. Makouly [Alastair McAuley], “Opredelenie i izmerenie bednosti,”
Bednost‘: zgliad uchenykh nu problemu (MOSCOW, 1994), pp. 7-1 0.
13. J.T. Patterson, America’s Struggle Against Poverty, 190&1980 (Cam-
bridge: Harvard University Press, 198I), pp. 6-9.
14. F.A. Hayek, Doroga k rabstvu (London, 1983), p. 226.
15. F.A. Hayek, Pagubnaia samonadeiannost oshibki sotsializma (Moscow:
I:
Downloaded by [Orta Dogu Teknik Universitesi] at 05:15 16 April 2016
Novosti, 1992).
16. P. Townsend, Poverty in the United Kingdom (Berkeley: University of
California Press, 1979), p. 3 1.
17. Handbook for Sociology Teachers, ed. R. Goom and P. McNeill (London:
Heinemann Education Books Ltd., 1982).
18. A.K. Sen, “Poverty: An Ordinal Approach to Measurement,” Economet-
rics, vol. 81 (March 1976),pp. 285-307.
19. V.M. Zherebin and N.M. Rimashevskaia, “Problemy bor’by s bednost‘iu v
razrabotkakh zarubezhnykh pravitel’stvennykh i mezhdunarodnykh organizatsii,”
Bednost‘: vzgliad uchenykh nu problemu (MOSCOW, 1994), pp. 25-26.
20. N.J. Smelser, Sociology (Englewood Cliffs, [NJ], 1988), p. 164.
21. L. Luchkina, “0bednosti i opredelenii prozhitochnogo minimuma,” Miro-
vaia ekonomika i mezhdunarodnykh. otnosheniia, 1993, no. 2, p. 135.
22. Statistiku, 1990, nos. 8-9, p. 4 14.
23. T. larygina, “Bednost’ v bogatoi Rossii,” Obshchestvennye nauki i so-
vrernennost’, 1994, no. 2, pp. 2535.
24. E.O. Kabo, “Byt,” Informatsionnyi biulleten ‘, no. 13: Byt, vremia, demo-
grafiia, pt. 1 (Moscow: AN SSS, IKSI, 1968), pp. 5-6.
25. L.S. Rzhanitsyna, Dokhody: woven ‘, differentsiatsiia, garantii (Moscow:
Profizdat, 1991).
26. Trud v SSSR (Moscow: Finansy i statistika, 1988), p. 146.
27. M. Mozhina, “Bednye. Gde prokhodit cherta?” Swbodnaia mysl’, 1992,
n o . 4 , ~ 11.
.
28. N.M. Rimashevskaia, “Struktumye izmeneniia v tendentsii rosta blago-
sostoianiia (itogi kompleksnogo issledovaniia),” Sotsiologicheskie issledovaniia,
1985, no. 4, p. 29.
29. L.A. Khakhulina and M. TuCek, “Raspredelenie dokhodov: bednye i bogatye
v postsotsialisticheskykh obshchestva (nekotorye resul’taty sravnitel’nogoanaliza),”
in Kuda idet Rossiia? Alternativy obshchestvennogo razvitiia, pt. 2 (Moscow,
Aspekt-Press, 1999, p. 167. [Translated in Sociological Research, vol. 35, no. I ,
pp. 2&32.-Ed.]
30. Bednost ‘: vzgliad uchenykh nu problemu (Moscow, 1994).