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History matters: the statistical modelling of the life course

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Abstract

Life course studies have the ambitious goal of relating one portion of the life history to subsequent outcomes, which may themselves be later fragments of the overall history. These studies may also wish to relate certain domains, or dimensions of the life course to others, as they each evolve over time. How can these partial histories be operationalised and incorporated into statistical models? Does the process of doing this require additional assumptions or even limit the types of statements we can make about individuals, their life choices and subsequent prospects? From what social theory can we draw when making these choices? Beginning with an abstract framing of this fundamental problem in social science research, we connect three very different statistical models for life course outcomes to theoretical models based in the social sciences. We show how the choices surrounding historical context have deep implications for interpretation through their connection to theoretical frameworks in life course research. We demonstrate that these models inform individual-specific and population-average interpretations of correlates of change and their corresponding life course pathways. Each approach contributes a unique perspective upon which a more comprehensive narrative may be constructed. We illustrate the models and their interpretation using co-residence information in the transition to adulthood using the Swiss Household Panel.

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Notes

  1. Under the Rubin Model for Causal Inference (Rubin 2005; Holland 1986), we wish to compare potential outcomes, typically under different treatments. In life course analysis, we connect multiple, evolving processes to potential futures, and the counterfactuals are by definition alternative prior histories.

  2. The underlying transition or output model is usually a multinomial logistic regression; conditioning on covariates with these models often leads to an explosion of parameters that is rarely supported with available data.

  3. It seems reasonable to focus on a single outcome and its relationship to historical information in this theoretical framework.

  4. Financed by the Swiss National Science Foundation. Distributed by FORS, Lausanne, 2021. https://www.swissubase.ch/en/catalogue/studies/6097/17007/description.

  5. We also augmented the nominal states to allow for gaps; using all of the respondents we obtained the same findings, qualitatively, but we report the results from the slightly smaller sample here to correspond most closely to nominal states used in the other models.

  6. These findings are consistent with those of Rossignon (2017, PhD thesis, p. 144). The author posited that these results were related to the fact that children living with a lone parent come from lower socio-economic status with related stressors, demands and constraints, including earlier school-to-work transitions (Kiernan 2006).

  7. Arguably, we should not expect history to be reflected in an HMM, due to the memoryless nature of the (hidden) Markov process. We do identify implicit indications of history embedding, but refer to Han et al. (2020), who describe the limitations to this.

  8. Note that seqsha, an R function implementing the methods of Rossignon, et al. (2018) has recently been added to the TraMineRextras package on CRAN. It was not available when the authors were completing this research.

  9. Based on a re-fitting procedure available in the software package.

  10. An extension of the FMM model to capture this heterogeneity, for example with a gamma-mixture, is possible, but beyond the scope of this article.

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Acknowledgements

The authors wish to thank LIVES, and especially the Visiting Scholars Invitation Programme (LIVES VIP). The core ideas embedded in this research stem from collaborations that began with and are a result of participation in the Programme, February, 2020, at the University of Lausanne (UNIL). The authors would like to especially thank LIVES colleagues Rossignon and Studer, for providing code associated with their work developing Sequence History Analysis. This publication benefited from the support of the Swiss National Centre of Competence in Research LIVES – Overcoming vulnerability: Life course perspectives (NCCR 51NF40–160590).

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The authors have no relevant financial or non-financial interests to disclose.

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All authors contributed to the study conception and design. Material preparation, data collection and analysis were performed by all authors. The first draft of the manuscript was primarily written by Marc Scott, but all authors contributed substantially to all sections, and then commented/edited/ammended all versions of the manuscript. All authors read and approved the final manuscript.

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Correspondence to Marc A. Scott.

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This publication benefited from the support of the Swiss National Centre of Competence in Research LIVES—Overcoming vulnerability: Life course perspectives (NCCR 51NF40–160590).

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Scott, M.A., Le Goff, JM. & Gauthier, JA. History matters: the statistical modelling of the life course. Qual Quant 58, 445–469 (2024). https://doi.org/10.1007/s11135-023-01648-1

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