RATE OF CHANGE OF SCHOOL-AGE POPULATION
|
Social |
Chapter 36 |
Driving Force |
1. Indicator
(a) Name: Rate of change of school-age
population.
(b) Brief Definition: The average annual rate of change of
school-age population size during
a specified period.
(c) Unit of Measurement: Usually expressed as a percentage.
2. Placement in the Framework
(a) Agenda 21: Chapter 36: Promoting
Education, Public Awareness and Training.
(b) Type of Indicator: Driving Force.
3. Significance (Policy Relevance)
(a) Purpose: This indicator measures how
fast the school age population is changing.
(b) Relevance to Sustainable/Unsustainable
Development: Education is a process by which human beings and
societies reach their fullest potential. It is critical for promoting
sustainable development and improving the capacity of people to
participate in decision making to address their sustainable development
concerns.
Knowledge of the rate of change in the school-age
population assists in planning for educational facilities and services at
the national and local levels. In most developing countries, growth in the
school-age population represents a major component of the increase in
educational services. For instance, in the least developed countries,
between 1990 and 1995, the annual increase in numbers at the primary and
secondary-school ages averaged around 2.5 per cent; the number of enrolled
students must grow this rapidly merely to maintain enrolment ratios at
their current levels. However, the school-age population is not increasing
in all countries. Fluctuations in the school-age population may produce a
need to adjust educational resources and infrastructure.
(c) Linkages to Other Indicators: This
indicator has close linkages with other socioeconomic indicators such as
the population growth rate, the fertility rate, and net migration. The
size of the school age population provides the base (denominator) for
calculation of school enrolment ratios. It could influence education
response indicators, such as the share of Gross Domestic product devoted
to education.
(d) Targets: International agreements do not
establish specific national or global targets for this indicator.
(e) International Conventions and Agreements:
Not applicable, see section 3d above.
4. Methodological Description and Underlying
Definitions
The school-age population is generally defined in
three age groups, ages 6-11, ages 12-17 and ages l8-23, which are used by
the United Nations Educational, Scientific and Cultural Organization
(UNESCO) for comparative purposes, since they correspond to the main
educational levels of many countries. Other age groupings are used in some
countries. The population figures should also be tabulated by sex, as a
basis for calculating gender-specific enrolment ratios.
The rate of change of the school-age population for
a country is generally based on an intercensal population growth rate
calculated from two censuses, each adjusted for incompleteness and age mis-statement.
For periods following the most recent census, the changing numbers at each
school age can be estimated, first, by applying estimated survival rates
to the adjusted numbers of persons enumerated at the census. For dates
more than 5 or 6 years since the census, account must be taken of children
of school age born since the census. Finally, it is necessary to estimate
the amount of net migration, which tends to be an important factor for
smaller areas, even if it is unimportant at the national level. The
difficulty of estimating the components of population change make
estimates of growth of the school-age population increasingly subject to
doubt as the time since the last population enumeration increases.
5. Assessment of the Availability of Data from
International and National Sources
As indicated in section 4 above, the rate of change
of population of school age can be calculated for national and
sub-national areas from census data. The United Nations recommends that
countries take censuses every 10 years, and these data can be used to
calculate an intercensal population growth rate. In recent decades most
countries have carried out censuses; 204 countries or areas carried out a
census during the 1990 census decade (1985 to 1994).
National and sub-national census data are available
by sex and age for the large majority of countries from national sources
(country publications) as well as from special country questionnaires sent
to national statistical offices from the Statistical Division of the
United Nations Department of Economics and Social Information and Policy
Analysis (DESIPA). For all countries, national census data are evaluated
and, if necessary, adjusted for incompleteness by the Population Division,
DESIPA as part of its preparations of the official United Nations
population estimates and projections. Past, current and projected school
age populations are prepared for all countries by the Population Division,
and appear in the United Nations publication, World Population Prospects:
The 1994 Revision (see section 7 below).
6. Agencies Involved in the Development of the
Indicator
The lead organization is the United Nations
Department for Economic and Social Information and Policy Analysis (DESIPA).
The contact point is the Director, Population Division, DESIPA; fax no. (1
212) 963 2147.
7. Further Information
Population Division, DESIPA, MORTPAK-LITE - The
United Nations Software Package for
Mortality Measurement (United Nations, New York,
1988).
Population Division, DESIPA, The Sex and Age
Distribution of the World Populations - the 1994
Revision (United Nations publication, Sales No.
E.95.XIII.2, 1994).
Population Division, DESIPA, World Population
Prospects: The 1994 Revision (United Nations
publication Sales No. E.95.XIII.16, New York,
1995).
Statistical Division, DESIPA, 1993 Demographic
Yearbook (United Nations Sales No.
E/F.95.XIII.1, 1995).
UNESCO, Trends and Projections of Enrolment by
Level of Education, by Age and by Sex,
1960-2025 (as assessed in 1993), CSR-E-63.
PRIMARY SCHOOL ENROLMENT RATIO -
GROSS
|
Social |
Chapter 36 |
Driving Force |
1. Indicator
(a) Name: Primary school enrolment ratio -
gross.
(b) Brief Definition: Total enrolment in primary education as a
proportion of the population of primary school-age according to national
regulations.
(c) Unit of Measurement: %.
2. Placement in the Framework
(a) Agenda 21: Chapter 36: Promoting
Education, Public Awareness and Training.
(b) Type of Indicator: Driving Force.
3. Significance (Policy Relevance)
(a) Purpose: The gross enrolment ratio is a
general indicator of the level of participation in primary education. It
provides at the same time a measure of the availability and utilization of
school places to satisfy the educational needs of the eligible school-age
population.
(b) Relevance to Sustainable/Unsustainable
Development: Education is a process by which human beings and
societies reach their fullest potential. Education is critical for
promoting sustainable development and improving the capacity of people to
address their sustainable development concerns. While basic education
provides the underpinnings for any environmental and development
education, the latter needs to be incorporated as an essential part of
learning. It is also critical for achieving awareness, values, skills and
behaviour consistent with sustainable development and for effective
participation in decision making. It is during the primary educational
stage when children become aware of the basic knowledge and values
regarding sustainable development.
This indicator is used in monitoring the general
status and trends of participation in primary education, and in assessing
the relation between demand and supply of educational opportunities. Gross
enrolment ratios of less than 100% identify situations in which there is a
need for more school places to respond to unsatisfied educational needs,
and/or for measures to encourage increase in enrolment. When the indicator
has a value in excess of 100, it highlights the incidence of under-aged
and/or over-aged enrolment. As regards over-aged students, their presence
may be explained by late entrance or the incidence of repetition.
The relevance of this indicator in many developed
countries is limited as primary school is compulsory with an enrolment
ratio of usually 100%. If the enrolment is lower it usually indicates a
data problem.
(c) Linkages to Other Indicators: Education
is closely linked to other indicators reflecting basic needs, capacity
building, information and science, and the role of the major groups. By
including under-aged and over-aged students, gross enrolment ratio can
only provide broad indications of the level of participation and school
capacity utilization. For more precise assessments the net enrolment ratio
should be used which is however conditioned by the availability of data on
enrolment by age.
(d) Targets: The value of gross enrolment
ratios can vary from less than 10% to more than 100%, reaching 130% in
some countries when there are sizable under-aged and/or over-aged
enrolment. For countries with low gross enrolment ratios, the target is to
reach and cross the 100% threshold. For those posting 130 or 140% gross
enrolment ratio, the target would be to lower it to 100%, by reducing in
particular over-aged enrolment and grade repetition.
(e) International Conventions and Agreements:
The International Covenants on Human Rights and Optional Protocol.
4. Methodological Description and Underlying
Definitions
(a) Underlying Definitions and Concepts:
Gross enrolment ratio for primary education is the most frequently used
education indicator. By relating actual total enrolment in primary
education, irrespective of age, to the population who according to the
prevailing national regulations should be enrolled, this indicator of
participation in primary education is conceptually simple as well as easy
to derive. The lower limit of the population age-group is the entrance age
to primary education and the upper limit is obtained by adding as many
single ages as there are grades.
(b) Measurement Methods: The ratio is
calculated as follows:
Total
enrolment in primary education
Population in age-group e
x 100
where e is the age-group of the population
eligible to participate in primary education according to national
regulations. For sound measurement, the ratio must be supported by
consistent data for gender and area (such as rural/urban zones).
(c) The Indicator in the DSR Framework: This
indicator stresses the importance of education to the sustainable
development process. It is recognized as a Driving Force indicator.
(d) Limitations of the Indicator: The gross
enrolment ratio gives only broad indications of the availability of school
places and the level of participation in primary education. It is
important to point out that school age varies from country to country. The
official entry age may not be adhered to by large sectors of the
population in many developing countries because of lack of funding.
(e) Alternative Definitions: If data on
enrolment in primary education by age are available, net enrolment ratio
can be derived as a more precise alternative indicator of participation in
education.
5. Assessment of the Availability of Data from
National and International Sources
(a) Data Needed to Compile the Indicator: Total
enrolment in primary education; and the corresponding school-age
population according to national regulations, classified by sex. The
number of school places available would provide additional meaning to this
indicator.
(b) Data Availability: Data on total
enrolment are normally available for most countries on an annual basis,
collected through national school censuses. The corresponding data on
primary school-age population are available only during national
population censuses. Many national statistical offices produce inter-censal
estimates as well as projections. United Nations population estimates and
projections can also be obtained for most countries except for those with
less than 150 000 inhabitants.
(c) Data Sources: Data on enrolment can be
collected from the schools during school censuses organized by national
ministries of education. Data on primary school-age population can be
either derived from national population census results, or estimated and
projected for the intervening years by national statistical offices or by
the United Nations Population Division, Department of Economics and Social
Information and Policy Analysis.
6. Agencies Involved in the Development of the
Indicator
The lead agency for this indicator is the United
Nations Educational, Scientific and Cultural Organization (UNESCO). The
contact point is the Director, Division of Statistics, UNESCO, fax (33-1)
45 66 48 44.
7. Further Information
(a) Further Readings:
UNESCO, Statistical Yearbook (annual editions);
World Education Report, editions 1991, 1993, 1995. UNESCO, Paris.
(b) Other References:
UNESCO, Statistics of Education in Developing
Countries - An Introduction to their Collection and Analysis. Book 3.
Division of Statistics, UNESCO, Paris 1983.
(c) Status of the Methodology:
This indicator has the status of a
recommendation since the basic data elements to derive it are included in
the Revised Recommendation concerning the International Standardization of
Education Statistics adopted by the UNESCO General Conference at its
twentieth session, Paris, 1978.
PRIMARY SCHOOL ENROLMENT RATIO -
NET
|
Social |
Chapter 36 |
Driving Force |
1. Indicator
(a) Name: Primary school enrolment ratio -
net.
(b) Brief Definition: This is the proportion of the population of
the official age for primary education according to national regulations
who are enrolled in primary schools.
(c) Unit of Measurement: %.
2. Placement in the Framework
(a) Agenda 21: Chapter 36: Promoting
Education, Public Awareness and Training.
(b) Type of Indicator: Driving Force.
3. Significance (Policy Relevance)
(a) Purpose: The net enrolment ratio
provides a measure of the extent to which the population eligible to
participate in primary education is actually enrolled. By deduction, it
can be used in gauging the size of the non-enrolled primary school-age
population.
(b) Relevance to Sustainable/Unsustainable
Development: Education is a process by which human beings and
societies reach their fullest potential. Education is critical for
promoting sustainable development and improving the capacity of people to
address their sustainable development concerns. While basic education
provides the underpinnings for any environmental and development
education, the latter needs to be incorporated as an essential part of
learning. It is also critical for achieving awareness, values, skills and
behaviour consistent with sustainable development and for effective
participation in decision making. It is during the primary educational
stage when children become aware of the basic knowledge and values
regarding sustainable development.
This indicator is used in monitoring the level of
participation in primary education and in identifying the non-enrolled
school-age population. Net enrolment ratios approaching 100% indicate
availability of adequate primary school capacities and active enrolment of
school-age children. Low net enrolment ratios signal inadequacies in
universalizing participation in primary education, due to either the lack
of school places or other factors that prevent children from enrolling in
school. This indicator when disaggregated by sex highlights the extent of
gender disparities.
The relevance of this indicator in many developed
countries is limited as primary school is compulsory with an enrolment
ratio of usually 100%. If the enrolment is lower it usually indicates a
data problem.
(c) Linkages to Other Indicators: Education
is closely linked to other indicators reflecting basic needs, capacity
building, information and science, and the role of the major groups. By
including under-aged and over-aged students, gross enrolment ratio can
only provide broad indications of the level of participation and school
capacity utilization. For more precise assessments the net enrolment ratio
should be used which is however conditioned by the availability of data on
enrolment by age. Net enrolment ratio is more precise than gross enrolment
ratio for assessing the level of participation in primary education. When
combined in use with the latter, it provides an order of magnitude of the
over-aged and under-aged enrolment. If data on enrolment and population by
single years of age are available, the concept can be extended to derive
age-specific enrolment ratios and school life expectancy.
(d) Targets: At both the international and
national levels, the target of primary education programmes is to reach a
100% net enrolment ratio, or full participation in primary education of
the school-age population.
(e) International Conventions and Agreements:
The International Covenants on Human Rights and Optional Protocol; and the
World Declaration on Education for All.
4. Methodological Description and Underlying
Definitions
(a) Underlying Definitions and Concepts: The
basic for this indicator is well-known. The numerator for the net
enrolment ratio only includes those students enrolled in primary education
whose ages are within the nationally prescribed age-range for primary
education. The denominator is the population of the same official primary
school-age.
(b) Measurement Methods: The ratio is
calculated as follows:
Enrolment
within the age-group e for primary education
Population in age-group e
x 100
where e is the age-group of the population
eligible to participate in primary education according to national
regulations. As children enrolled within the age-range e may be a
subset of the population of the same age-range, the value of this ratio
can only lie in the range from 0 to 100%.
(c) The Indicator in the DSR Framework: This
indicator stresses the importance of education to the sustainable
development process. It is recognized as a Driving Force indicator.
(d) Limitations of the Indicator: The net
enrolment ratio, compared to gross enrolment, is more precise in measuring
participation in education, but it also requires more basic data to derive
the indicator, namely: enrolment by age. However, these data are not
collected by all countries, or may be unreliable.
(e) Alternative Definitions: The net
enrolment ratio can be further used to determine the size of the
non-enrolled school-age population, and over-aged and under-aged
enrolment. If data on enrolment in primary education by single years of
age are available, age-specific enrolment ratios can also be derived, as
well as school life expectancy.
5. Assessment of the Availability of Data from
National and International Sources
(a) Data Needed to Compile the Indicator: Data
on enrolment in primary education and population either by single years of
age or corresponding to the official primary age-range, and classified by
sex.
(b) Data Availability: Enrolment data are
normally available for most countries on an annual basis, collected
through national school censuses. Some countries do not collect data on
enrolment in primary education by age, at least not on a regular basis.
The corresponding data on primary school-age population are available only
during national population censuses or from inter-censal estimates. United
Nations estimates and projections can also be obtained for most countries
except for those with less than 150,000 inhabitants.
(c) Data Sources: Data on enrolment by age
can either be collected from the schools during school censuses organized
by national ministries of education, or derived from data on school
attendance by age collected during population censuses. Data on primary
school-age population can be derived from national population census
results, or estimated and projected for the intervening years either by
the national statistics office or by the United Nations Population
Division, Department of Economics and Social Information and Policy
Analysis.
6. Agencies Involved in the Development of the
Indicator
The lead agency for this indicator is the United
Nations Educational, Scientific and Cultural Organization (UNESCO). The
contact point is the Director, Division of Statistics, UNESCO, fax (33-1)
45 66 48 44.
7. Further Information
(a) Further Readings:
UNESCO Statistical Yearbook (annual editions);
World Education Report, editions 1991, 1993, 1995. UNESCO, Paris.
(b) Other References:
Statistics of Education in Developing Countries -
An Introduction to their Collection and Analysis. Book 3. Division of
Statistics, UNESCO, Paris 1983.
(c) Status of the Methodology:
This indicator has the status of a recommendation
since the basic data elements to derive it are included in the Revised
Recommendation concerning the International Standardization of Education
Statistics adopted by the UNESCO General Conference at its twentieth
session, Paris, 1978.
SECONDARY SCHOOL ENROLMENT RATIO -
GROSS
|
Social |
Chapter 36 |
Driving Force |
1. Indicator
(a) Name: Secondary school enrolment ratio -
gross.
(b) Brief Definition: Total enrolment in secondary education as a
proportion of the population of secondary school-age according to national
regulations.
(c) Unit of Measurement: %.
2. Placement in the Framework
(a) Agenda 21: Chapter 36: Promoting
Education, Public Awareness and Training.
(b) Type of Indicator: Driving Force.
3. Significance (Policy Relevance)
(a) Purpose: The gross enrolment ratio is a
general indicator of the level of participation in secondary education. It
provides at the same time a measure of the availability and utilization of
school places to satisfy the educational needs of the eligible school-age
population.
(b) Relevance to Sustainable/Unsustainable
Development: Education is a process by which human beings and
societies reach their fullest potential. Education is critical for
promoting sustainable development and improving the capacity of people to
address their sustainable development concerns. While basic education
provides the underpinnings for any environmental and development
education, the latter needs to be incorporated as an essential part of
learning. It is also critical for achieving awareness, values, skills and
behaviour consistent with sustainable development, and for effective
participation in decision making. It is during the secondary educational
stage when more detailed knowledge regarding sustainable development is
gained, and its multiple interactions with environment, society and the
individual clarified.
This indicator is used in monitoring the general
status and trends of participation in secondary education, and assesses
the relation between demand and supply of educational opportunities. Gross
enrolment ratios of less than 100% identify situations in which there is a
need for more school places to respond to unsatisfied educational needs,
and/or for measures to encourage increase in enrolment. When the indicator
has a value in excess of 100, it highlights the incidence of under-aged
and/or over-aged enrolment. As regards over-aged students, their presence
may be explained by late entrance into secondary schools or the incidence
of repetition.
The relevance of this indicator in many developed
countries is limited as primary school is compulsory with an enrolment
ratio of usually 100%. If the enrolment is lower it usually indicates a
data problem.
(c) Linkages to Other Indicators: Education
is closely linked to other indicators reflecting basic needs, capacity
building, information and science, and the role of major groups. By
including under-aged and over-aged students, gross enrolment ratio can
only provide broad indications of the level of participation in secondary
education and school capacity utilization. For more precise assessments,
the net enrolment ratio should be used which is however conditioned by the
availability of data on enrolment by age.
(d) Targets: The value of gross enrolment
ratios can vary from less than 10% to more than 100%, reaching 110% in
some countries when there are under-aged and/or over-aged enrolment. For
countries with low gross enrolment ratios, the target is to reach and
cross the 100% threshold. For those posting 110% gross enrolment ratio,
the target would be to lower it to 100%, by reducing in particular
over-aged enrolment and grade repetition.
(e) International Conventions and Agreements:
Not available.
4. Methodological Description and Underlying
Definitions
(a) Underlying Definitions and Concepts: By
relating actual total enrolment in secondary education, irrespective of
age, to the population who according to the prevailing national
regulations should be enrolled, this indicator of participation in
secondary education is conceptually simple as well as easy to derive.
(b) Measurement Methods: The ratio is
calculated as follows:
Total
enrolment in secondary education
Population in age-group e
x 100
where e is the age-group of the population
eligible to participate in secondary education according to national
regulations. For sound measurement; the ratio must be supported by
consistent data for gender and area (such as rural/urban zones).
(c) The Indicator in the DSR Framework: This
indicator stresses the importance of education to the sustainable
development process. It is recognized as a Driving Force indicator.
(d) Limitations of the Indicator: The gross
enrolment ratio gives only broad indications of the level of participation
in secondary education. There may be different stages and streams in
secondary education giving different degrees of emphasis on environment
and sustainable development. These important details that are not
reflected in a general gross enrolment in secondary education. This
indicator may not capture the secondary education changes taking place in
many countries, particularly with respect to vocational education and
second-chance programmes.
(e) Alternative Definitions: To meet the
limitations expressed in 4d above, the use of participation rates in
secondary and tertiary education could be used as an alternative
indicator. In the majority of countries, secondary education is
disaggregated into two stages. In many countries the end of the first
stage coincides with the end of compulsory education. This gross enrolment
ratio may thus be adapted and calculations derived to produce gross
enrolment ratios by cycle for secondary education, when appropriate.
5. Assessment of the Availability of Data from
International and National Sources
(a) Data Needed to Compile the Indicator:
Total enrolment in secondary education; and the corresponding school-age
population according to national regulations, classified by sex. The
number of school places available would provide additional meaning to this
indicator.
(b) Data Availability: Data on total
enrolment are normally available for most countries on an annual basis,
collected through national school censuses. The corresponding data on
secondary school-age population are available only during national
population censuses or from inter-censal estimates. United Nations
population estimates and projections can be obtained for most countries
except for those with less than 150 000 inhabitants. For sound
measurement, the ratio must be supported by consistent data for gender and
area (such as rural/urban zones).
(c) Data Sources: Data on enrolment can be
collected from the schools during school censuses organized by national
ministries of education. Data on secondary school-age population can be
either derived from national population census results, or estimated and
projected for the intervening years by national statistical offices or by
the United Nations Population Division, Department of Economics and Social
Information and Policy Analysis.
6. Agencies Involved in the Development of the
Indicator
The lead agency for this indicator is the United
Nations Educational, Scientific and Cultural Organization (UNESCO). The
contact point is the Director, Division of Statistics, UNESCO; fax (33-1)
45 66 48 44.
7. Further Information
(a) Further Readings:
UNESCO, Statistical Yearbook (annual editions);
World Education Report, editions 1991, 1993, 1995. UNESCO, Paris.
(b) Other References:
Statistics of Education in Developing Countries: An
Introduction to their Collection and Analysis. Book 3. Division of
Statistics, UNESCO, Paris 1983.
(c) Status of the Methodology:
This indicator has the status of a recommendation
since the basic data elements to derive it are included in the Revised
Recommendation concerning the International Standardization of Education
Statistics adopted by the UNESCO General Conference at its twentieth
session, Paris, 1978.
SECONDARY SCHOOL ENROLMENT RATIO -
NET
|
Social |
Chapter 36 |
Driving Force |
1. Indicator
(a) Name: Secondary school enrolment ratio -
net.
(b) Brief Definition: This is the proportion of the population of
the official age for secondary education according to national regulations
who are actually enrolled in secondary schools.
(c) Unit of Measurement: %.
2. Placement in the Framework
(a) Agenda 21: Chapter 36: Promoting
Education, Public Awareness and Training.
(b) Type of Indicator: Driving Force.
3. Significance (Policy Relevance)
(a) Purpose: The net enrolment ratio
provides a measure of the extent to which the population eligible to
participate in secondary education is actually enrolled. By deduction, it
can be used in gauging the size of the non-enrolled secondary school-age
population.
(b) Relevance to Sustainable/Unsustainable
Development: Education is a process by which human beings and
societies reach their fullest potential. Education is critical for
promoting sustainable development and improving the capacity of people to
address their sustainable development concerns. While basic education
provides the underpinnings for any environmental and development
education, the latter needs to be incorporated as an essential part of
learning. It is also critical for achieving awareness, values, skills and
behaviour consistent with sustainable development, and for effective
participation in decision making. It is during the secondary educational
stage when more detailed knowledge regarding sustainable development is
gained, and its multiple interactions with environment, society and the
individual clarified.
This indicator is used in monitoring the level of
participation in secondary education and in identifying the non-enrolled
school-age population. Net enrolment ratios approaching 100% indicate
availability of adequate secondary school capacities and active enrolment
of school-age youth. Low net enrolment ratios signal inadequacies in
ensuring full participation of the school-age population in secondary
education, either for the lack of school places or due to other factors
that prevent young people from enrolling in secondary schools. This
indicator when disaggregated by sex highlights the extent of gender
disparities.
The relevance of this indicator in many developed
countries is limited as primary school is compulsory with an enrolment
ratio of usually 100%. If the enrolment is lower it usually indicates a
data problem.
(c) Linkages to Other Indicators: Education
is closely linked to other indicators reflecting basic needs, capacity
building, information and science, and the role of major groups. Net
enrolment ratio is more precise than gross enrolment ratio for assessing
the level of participation in secondary education. When combined in use
with the latter, it could provide indications on the magnitude of
over-aged and under-aged enrolment. If data on enrolment and population by
single years of age are available, the concept can be extended to derive
age-specific enrolment ratios and school life expectancy.
(d) Targets: At both the international and
national levels, the target is to reach a 100% net enrolment ratio, or
full participation of the school-age population in secondary education.
(e) International Conventions and Agreements:
Not available.
4. Methodological Description and Underlying
Definitions
(a) Underlying Definitions and Concepts: The
basis for this indicator is well known. The numerator for the net
enrolment ratio only includes those students enrolled in secondary
education whose ages are within the nationally prescribed age-range for
secondary education. The denominator is the population of the same
official secondary school-age.
(b) Measurement Methods: The ratio is
calculated as follows:
Enrolment
within the age-range e for secondary education
Population in the
age-group e x 100
where e is the age-group of the population
eligible to participate in secondary education according to national
regulations. As young persons enrolled within the age-range e may
be a subset of the population of the same age-range, the value of this
ratio can only lie in the range of 0 to 100%.
(c) The Indicator in the DSR Framework: This
indicator stresses the importance of education to the sustainable
development process. It is recognized as a Driving Force indicator.
(d) Limitations of the Indicator: The net
enrolment ratio, compared to gross enrolment, may be more precise for
measuring participation in education, but it also requires more basic data
to derive the indicator namely: enrolment by age. In some countries these
data are either not collected, or collected but are not reliable.
(e) Alternative Definitions: In the majority
of countries, secondary education is disaggregated into two stages. In
many countries the end of the first stage coincides with the end of
compulsory education. The net enrolment ratio may thus be adapted and
calculations derived to produce net enrolment ratios by cycle for
secondary education, when appropriate.
5. Assessment of the Availability of Data from
International and National Sources
(a) Data Neededto Compile the Indicator:
Data on enrolment in secondary education and population either by single
years of age or corresponding to the official secondary age-range, and by
classified sex.
(b) Data Availability: Enrolment data are
normally available for most countries on an annual basis, collected
through national school censuses. Some countries in the world do not
collect data on enrolment in secondary education by age, at least not on a
regular basis. The corresponding data on secondary school-age population
are available only during national population censuses or from inter-censal
estimates. United Nations estimates and projections can be obtained for
most countries except for those with less than 150 000 inhabitants. For
sound measurement, the ratio must be supported by consistent data for
gender and area (such as rural/urban zones).
(c) Data Sources: Data on enrolment by age
can either be collected during school censuses organized by national
ministries of education, or derived from data on school attendance by age
collected during population censuses. Data on secondary school-age
population can be derived from national population census results, or
estimated and projected for the intervening years either by the national
statistics office or by the United Nations Population Division, Department
of Economics and Social Information and Policy Analysis.
6. Agencies Involved in the Development of the
Indicator
The lead agency for this indicator is the United
Nations Educational, Scientific and Cultural Organization (UNESCO). The
contact point is the Director, Division of Statistics, UNESCO; fax (33-1)
45 66 48 44.
7. Further Information
(a) Further Readings:
UNESCO, Statistical Yearbook (annual editions);
World Education Report, editions 1991, 1993, 1995. UNESCO, Paris.
(b) Other References:
Statistics of Education in Developing Countries: An
Introduction to their Collection and Analysis. Book 3. Division of
Statistics, UNESCO, Paris 1983.
(c) Status of the Methodology:
This indicator has the status of a recommendation
since the basic data elements to derive it are included in the Revised
Recommendation concerning the International Standardization of Education
Statistics adopted by the UNESCO General Conference at its twentieth
session, Paris, 1978.
ADULT LITERACY RATE
|
Social |
Chapter 36 |
Driving Force |
1. Indicator
(a) Name: Adult literacy rate.
(b) Brief Definition: The proportion of the adult population aged
15 years and over which is literate.
(c) Unit of Measurement: %.
2. Placement in the Framework
(a) Agenda 21: Chapter 36: Promoting
Education, Public Awareness and Training.
(b) Type of Indicator: Driving Force.
3. Significance (Policy Relevance)
(a) Purpose: In determining this indicator
it provides a measure of the stock of literate persons within the adult
population. It reflects the accumulated accomplishment of education in
spreading literacy. Any shortfall in literacy would provide indications of
efforts required in the future to extend literacy to the remaining adult
illiterate population.
(b) Relevance to Sustainable/Unsustainable
Development: Literacy is critical for promoting and communicating
sustainable development and improving the capacity of people to address
environment and development issues. It facilitates the achievement of
environmental and ethical awareness, values, and skills consistent with
sustainable development and effective public participation in decision
making.
(c) Linkages to Other Indicators: Literacy
is closely linked to indicators reflecting basic needs such as education,
capacity building, information and communication, and the role of major
groups. The literacy rate indicates the status, or stock of iterates at a
given point in time. It is often linked to school enrolment ratios and
population reaching grade 5 of primary education, both of which influence
the accumulation of the stock of iterates.
(d) Targets: The general target is full
literacy, i.e. 100% adult literacy rate. This is the goal of most national
efforts and international campaigns to eradicate illiteracy.
(e) International Conventions and Agreements:
The World Declaration on Education for All to be achieved by the year
2000.
4. Methodological Description and Underlying
Definitions
(a) Underlying Definitions and Concepts: The
Revised Recommendation concerning the International Standardization of
Educational Statistics suggests the following definitions for statistical
purposes:
i) A person is literate who can with
understanding both read and write a short simple statement related to
his/her everyday life.
ii) A person is functionally literate who
can engage in all those activities in which literacy is required for
effective functioning of his/her group and community and also for enabling
him/her to continue to use reading, writing and calculation for his/her
own and the community's development.
Persons who do not fulfill (i) or (ii) are termed
illiterates or functional illiterates respectively. Adult literacy, in
international practice, applies only to the population aged 15 years and
over, classified by sex, by five-year age-groups, and by urban/rural
zones.
(b) Measurement Methods: To calculate the
adult literacy rate, the number of iterates aged 15 years and over is
divided by the corresponding total population aged 15 years and over and
multiplied by 100.
(c) The Indicator in the DSR Framework:
Literacy is a reflection of the total education experience. It is an
essential element for effective participation in sustainable development
processes, and represents a Driving Force indicator within the DSR
Framework.
(d) Limitations of the Indicator: As
literacy is a relative concept, no single measure can separate the
literate from the illiterate. A cut-off point is not totally appropriate
because there are many different forms of literacy. A person might be
literate in numeric terms, but have difficulty with comprehension.
Literacy can be defined in terms of work, school, home, and social
spheres. Each area of life requires different skills.
Therefore, literacy ideally should be determined by
the measurement of reading, writing and numeracy abilities of each person
within a social context. It may however be too time-consuming, costly and
operationally complex to organize such measurements during national
population censuses. Literacy status is therefore usually based on
self-declaration or declaration of the head of household, which sometimes
gives rise to concerns about data reliability and consequently
comparability, especially for females in many developing countries.
(e) Alternative Definitions: To meet the
limitations discussed in 4d above, the definition of functional literacy
represents an alternative indicator. This is usually measured for four or
five components of literacy such as "prose",
"document", and "quantitative" domains. The aim is to
measure the degree of functionality, rather than the dichotomy literate
vs. illiterate.
5. Assessment of the Availability of Data from
International and National Sources
(a) Data Needed to Compile the Indicator:
Data on the number of iterates or illiterates and the population aged 15
years and over as collected during population censuses and household
surveys.
(b) Data Availability: Data are usually
collected during national population censuses, or from household surveys.
Official statistics exist for most countries in the world but are often
out-of-date due to late census data release. The United Nations
Educational, Scientific and Cultural Organization (UNESCO) carries out
periodical estimations and projections to fill data gaps. In principle
literacy data are available at both the national and sub-national levels.
For sound measurement, the ratio must be supported by consistent data for
gender and area (such as rural/urban zones).
(c) Data Sources: The primary data sources
are national population censuses and household surveys. International data
sources include the Statistical Division of the United nations Department
of Economics and Social Information and Policy Analysis (DESIPA); and
UNESCO's Division of Statistics.
6. Agencies Involved in the Development of the
Indicator
(a) Lead Agency: The lead agency for this
indicator is the United Nations Educational, Scientific and Cultural
Organization (UNESCO). The contact point is the Director, Division of
Statistics, UNESCO; fax (33-1) 45 66 48 44.
(b) Other Organizations: The Statistical
Division of DESIPA also collects statistics on literacy from national
population censuses and provide the data to UNESCO for processing and
dissemination.
7. Further Information
UNESCO Statistical Yearbook (annual editions);
Compendium of Statistics on Illiteracy: 1995 Edition. . UNESCO, Paris.
1995.
This indicator has the status of a recommendation
since the basic data elements to derive it are included in the Revised
Recommendation concerning the International Standardization of Education
Statistics adopted by the UNESCO General Conference at its twentieth
session, Paris, 1978.
CHILDREN REACHING GRADE 5 OF
PRIMARY EDUCATION
|
Social |
Chapter 36 |
State |
1. Indicator
(a) Name: Children reaching grade 5 of
primary education.
(b) Brief Definition: The estimated proportion of the population
entering primary school who reach grade 5.
(c) Unit of Measurement: %.
2. Placement in the Framework
(a) Agenda 21: Chapter 36: Promoting
Education, Public Awareness and Training.
(b) Type of Indicator: State.
3. Significance (Policy Relevance)
(a) Purpose: This indicator provides an
estimate of the proportion of children entering primary school who reach
grade 5 of primary education and thereby acquire basic literacy.
(b) Relevance to Sustainable/Unsustainable
Development: Education is a process by which human beings and
societies reach their fullest potential. Education is critical for
promoting sustainable development and improving the capacity of people to
address environment and development issues. It is also critical for
achieving environmental and ethical awareness, values, and skills
consistent with sustainable development and effective public participation
in decision making.
Policy makers concerned with children's retention
in schools and their eventual acquisition of basic literacy and numeracy
skills would find this indicator particularly useful as it indicates the
functioning, or internal efficiency, of the education system and its
ability to turn out literates. Appropriate policies and measures could
then be adopted to address problems of grade repetition and drop-out as
well as bottlenecks with regard to retention in school. Indirectly, this
indicator reflects the quality and performance of schools.
(c) Linkages to Other Indicators: Literacy
is closely linked to indicators reflecting basic needs such as education,
capacity building, information and communications, and the role of major
groups. Besides assessing the functioning of the education system, this
indicator is often used together with enrolment ratios to depict
respectively the complementary aspects of participation and retention in
education. It can be cross-referenced with adult literacy rate which
reflects the cumulative output of the education system over the years.
(d) Targets: With values that can vary from
0 to 100%, the general target would be 100%. This implies complete
retention of children in school to grade 5 (or zero drop-out).
(e) International Conventions and Agreements:
Not available.
4. Methodological Description and Underlying
Definitions
(a) Underlying Definitions and Concepts:
Efforts to extend literacy depend on the ability of the education system
to ensure full participation of school-age children and their successful
progression to reach at least grade 5, which is the stage when they are
believed to have firmly acquired literacy and numeracy. By estimating the
percentage survival to grade 5, this indicator measures the proportion of
the population entering primary school who eventually reach grade 5.
(b) Measurement Methods: This indicator can
be derived using the reconstructed cohort student flow method, which is
analogous to that used in demography to determine survival rates from one
age to the next. This method first derives the grade promotion, repetition
and drop-out rates based on available data on enrolment and repeaters by
grade for two consecutive years using Markov chain calculations. It then
applies these rates to a cohort of 1,000 students in grade 1 to
reconstruct their passage through the education system assuming that these
student flow rates by grade remain unchanged throughout the life-time of
the cohort. From the reconstructed cohort student flow, the percentage
survival to grade 5 can be derived.
If pi, ri and di
represent respectively promotion rate, repetition rate and drop-out rate
at grade i of primary education, they can be derived but the following
conditions on the flow rates have to be satisfied:
pi
+ ri + di = 1
0
< pi, ri, di < 1
When these conditions are not satisfied, the method
used to derive survival is no longer valid since it is not possible to
isolate the original cohort and any inferences made will be of a dubious
nature.
A fundamental assumption is that the probability of
the cohort entering primary school, irrespective of the age of the pupils
not reaching grade 5 is the same as that of the entrance age population
for this level of education. That is, the drop-out rate is the same for
all pupils regardless of the age at which they enter school.
(c) The Indicator in the DSR Framework: As
explained in section 3c above, this indicator highlights the functioning
of the education system. As such it represents a State indicator within
the DSR Framework.
(d) Limitations of the Indicator: The
measurement method described in 4b above is rather a cumbersome one to
administer. In addition, in some countries such as Germany and Austria the
concept of grade 5 does not exist in primary education. Data on enrolment
and repetition by grade may not be available for consecutive years for
some countries and certain regions or schools within a country. The
reconstructed cohort student flow method assumes that promotion rates,
repetition rates and drop-out rates do not change from year to year. When
applying this method to sub-national and school levels, the derived
drop-out rates by grade may sometimes present a negative value due to
transfers between schools. A suggested solution to this problem is to
collect data on transferred students by grade, and to deduct them from the
corresponding enrolment figures before applying the reconstructed cohort
method.
(e) Alternative Definitions: In the absence
of data on repeaters, the methodology outlined in section 4b above may be
adjusted by assuming that the repetition rate is 0. However, this
assumption, in addition to those described in 4 (b), presupposes that the
repetition rates are quite low and that their magnitude does not vary much
between grades.
An alternative indicator for education
effectiveness would be school drop-out rates, grade by grade.
5. Assessment of the Availability of Data from
International and National Sources
(a) Data Neededto Compile the Indicator:
Basic data required to derive this indicator include: enrolment and
repeaters by grade for at least two consecutive years.
(b) Data Availability: Data on enrolment and
repeaters by grade in primary school are general available in most
countries and also at sub-national and school levels. For sound
measurement, this indicator must be supported by consistent data for
gender and area (such as rural/urban zones).
(c) Data Sources: Data on enrolment and
repeaters by grade and new entrants by age are generally those collected
during school censuses conducted by national ministries of education.
6. Agencies Involved in the Development of the
Indicator
The lead agency for this indicator is the United
Nations Educational, Scientific and Cultural Organization (UNESCO). The
contact point is the Director, Division of Statistics, UNESCO, fax (33 1)
45 66 48 44.
7. Further Information
(a) Further Readings:
Not available.
(b) Other References:
Not available.
(c) Status of the Methodology:
This indicator has the status of a recommendation
since the basic data elements to derive it are included in the Revised
Recommendation Concerning the International Standardization of Education
Statistics adopted by the UNESCO General Conference at its twentieth
session, Paris, 1978.
SCHOOL LIFE EXPECTANCY
|
Social |
Chapter 36 |
State |
1. Indicator
(a) Name: School life expectancy.
(b) Brief Definition: Estimated average number of years a student
will remain enrolled in an educational institution.
(c) Unit of Measurement: Number of years.
2. Placement in the Framework
(a) Agenda 21: Chapter 36: Promoting
Education, Public Awareness and Training.
(b) Type of Indicator: State.
3. Significance (Policy Relevance)
(a) Purpose: The indicator provides an
estimate of the expected number of years of education that a child can
expect to receive if enrolled at school. This indicator can be used to
gauge the overall level of development and performance of an education
system, in terms of the average duration of participation in education of
every child enrolled in school.
(b) Relevance to Sustainable/Unsustainable
Development: Education is a process by which human beings and
societies reach their fullest potential. Education is critical for
promoting sustainable development and improving the capacity of people to
address their sustainable development concerns. While basic education
provides the underpinnings for any environmental and development
education, the latter needs to be incorporated as an essential part of
learning. It is also critical for achieving awareness, values, skills and
behaviour consistent with sustainable development and for effective
participation in decision making. It is during the primary educational
stage when children become aware of the basic knowledge and values
regarding sustainable development. It is believed that the longer a young
person can remain in the education system, the more he/she is likely to
learn about sustainable development and to form the right attitude
conducive to its future implementation.
The relevance of this indicator in many developed
countries is limited as primary school is compulsory with an enrolment
ratio of usually 100%. If the enrolment is lower it usually indicates a
data problem.
(c) Linkages to Other Indicators: Education
is closely linked to other indicators reflecting basic needs, and capacity
buildings, information and science, and the role of major groups. This
indicator is closely related to the enrolment ratios by level of
education.
(d) Targets: Higher school life expectancy
generally implies more exposure to education. It is increasingly suggested
that school life expectancy should be at least 10 to 12 years
corresponding to the total duration of primary and secondary education.
However, it should be underlined that this indicator does not measure the
number of grades completed but the number of years a student is enrolled.
(e) International Conventions and Agreements:
Not available.
4. Methodological Description and Underlying
Definitions
(a) Underlying Definitions and Concepts: The
school life expectancy is defined as the total number of years of
schooling which a child who is enrolled can expect to receive, assuming
the probability of his or her being enrolled in school at any particular
future age is equal to the current enrolment ratio for that age.
(b) Measurement Methods:
n Eat
SLE
= S
---
a=i
Pat
where E = enrolment
P = population
a
= age; a = i, ...n; i = school starting age
t
= the year for which the indicator is derived
(c) The Indicator in the DSR Framework: The
indicator focuses on the importance of education to the sustainable
development process. It represents a measure of the State of education
within the DSR framework.
(d) Limitations of the Indicator: This
indicator requires data on enrolment and population by single years of
age, which certain countries have yet to collect on a systematic basis.
The estimated number of years enrolled does not necessarily reflect the
number of grades of the regular educational system completed. Besides, as
it is based on cross-sectional data by level of education at a point in
time rather than on longitudinal time-series, it does not take into
consideration differences among successive school cohorts over time.
(e) Alternative Definitions: An alternative
indicator for education effectiveness would be school drop-out rates,
grade by grade.
5. Assessment of the Availability of Data from
International and National Sources
(a) Data Needed to Compile the Indicator:
Enrolment and population by single years of age corresponding to all
levels of education.
(b) Data Availability: Data on enrolment and
population by age are not available on a regular basis for certain
countries. Based on data from the population censuses, the Population
Division of the United Nations Department of Economics and Social
Information and Policy Analysis (DESIPA) and certain national statistical
offices carry out estimations and projections of population by age. For
sound measurement, this indicator must be supported by consistent data for
gender and area (such as rural/urban zones).
(c) Data Sources: Data on enrolment by age
can be obtained from the national ministries of education. The source of
the data on population by age can be either the national statistical
offices or DESIPA. The latter updates their estimates and projections
every two years for countries with a population of more than 150 000 in
1990.
6. Agencies Involved in the Development of the
Indicator
The lead agency for this indicator is the United
Nations Educational, Scientific and Cultural Organization (UNESCO). The
contact point is the Director, Division of Statistics, UNESCO; fax (33 1)
45 66 48 44.
7. Further Information
(a) Further Readings:
Not available.
(b) Other References:
Not available.
(c) Status of the Methodology:
This indicator has the status of a
recommendation since the basic data elements to derive it are included in
the Revised Recommendation Concerning the International Standardization of
Education Statistics adopted by the UNESCO General Conference at its
twentieth session, Paris, 1978.
DIFFERENCE BETWEEN MALE AND FEMALE
SCHOOL ENROLMENT RATIOS
|
Social |
Chapter 36 |
State |
1. Indicator
(a) Name: Difference between male and female
school enrolment.
(b) Brief Definition: The arithmetical difference between male and
female enrolment ratios.
(c) Unit of Measurement: %.
2. Placement in the Framework
(a) Agenda 21: Chapter 36: Promoting
Education, Public Awareness and Training.
(b) Type of Indicator: State.
3. Significance (Policy Relevance)
(a) Purpose: This indicator indicates the
extent of gender disparities with regard to the degree of participation in
education between male and female.
(b) Relevance to Sustainable/Unsustainable
Development: Education is a process by which human beings and
societies reach their fullest potential. Education is critical for
promoting sustainable development and improving the capacity of people to
address their sustainable development concerns. While basic education
provides the underpinnings for any environmental and development
education, the latter needs to be incorporated as an essential part of
learning. It is also critical for achieving awareness, values, skills and
behaviour consistent with sustainable development, and for effective
participation in decision making. Differences in educational participation
between male and female draw attention to the likely existence of gender
disparities.
The relevance of this indicator in many developed
countries is limited as primary school is compulsory with an enrolment
ratio of usually 100%. If the enrolment is lower it usually indicates a
data problem.
(c) Linkages to Other Indicators: Education
is closely linked to other indicators reflecting basic needs, a capacity
building, information and science, and the role of major groups.
Differences between male and female enrolment ratios can be calculated for
primary and secondary education, and for gross and net ratios. Such
differences may also be applied to adult literacy rates and other
indicators which are derived by gender and expressed in terms of ratios or
percentages. In practice, this indicator of gender differences is to be
presented and interpreted together with the corresponding indicators of
enrolment ratio by sex, so as to examine concurrently the overall level of
participation in education for both sexes as well as the degree of
disparity between them.
(d) Targets: The value of this indicator can
vary from +35% to -20% in countries for primary school gross enrolment,
with positive differences indicating higher educational participation for
male than for female, and negative differences showing the reverse. The
target is for a balance where both male and female have the same level of
participation in education.
(e) International Conventions and Agreements:
Not available.
4. Methodological Description and Underlying
Definitions
(a) Underlying Definitions and Concepts:
Various concepts exist for indicators or indices of gender disparity (see
section 4e below). The concept chosen here is based on the criteria of
simplicity of computation and interpretation as well as the discriminatory
power of the indicator derived.
(b) Measurement Methods: This indicator is
calculated by subtracting the enrolment ratio for female from the
corresponding enrolment ratio for male, i.e. ENRM - ENRF
(c) The Indicator in the DSR Framework: he
indicator focuses on the importance of education to the sustainable
development process. It represents a measure of the State of education
within the DSR framework.
(d) Limitations of the Indicator: This
indicator provides an idea of the magnitude of gender disparities in the
level of participation in education, based on enrolment ratios. As
mentioned in section 3c above, this indicator should be presented and
interpreted together with the corresponding enrolment ratios so as to give
a more comprehensive picture of the extent of gender disparities in the
light of the overall level of educational participation.
(e) Alternative Definitions: Other
indicators and indices of gender disparity include: (ENRM -ENRF)/ENRM; (ENRM
- ENRF)/ENRF; (ENRM - ENRF)/ENRMF; Gini coefficient; and the index of
gender disparity in the Human Development Report 1995 published by the
United Nations Development Programme.
5. Assessment of the Availability of Data from
International and National Sources
(a) Data Needed to Comple the Indicator:
Enrolment by sex (and also by age in the case of net enrolment ratio) and
by level of education; and the corresponding school-age population
according to national regulations, classified by sex.
(b) Data Availability: Data on enrolment by
sex, age and by level of education are normally available for most
countries on an annual basis, collected through national school censuses.
The corresponding data on primary school-age population are available only
during national population censuses. Many national statistical offices
produce inter-censal estimates as well as projections. United Nations
population estimates and projections can also be obtained for most
countries except for those with less than 150 000 inhabitants.
(c) Data Sources: Data on enrolment can be
collected from schools during school censuses organized by national
ministries of education. Data on primary school-age population can be
either derived from national population census results, or estimated and
projected for the intervening years by the national statistics office or
by the Population Division of the United Nations Department of Economics
and Social Information and Policy Analysis.
6. Agencies Involved in the Development of the
Indicator
The lead agency for this indicator is the United
Nations Educational, Scientific and Cultural Organization (UNESCO). The
contact point is the Director, Division of Statistics, UNESCO; fax (33 1)
45 66 48 44.
7. Further Information
(a) Further Readings:
UNESCO, Statistical Yearbook (annual editions);
World Education Report, editions 1991, 1993, 1995. UNESCO, Paris.
(b) Other References:
UNESCO, Statistics of Education in Developing
Countries - An Introduction to their Collection and Analysis. Book 3.
Division of Statistics, UNESCO, Paris 1983.
(c) Status of the Methodology:
This indicator has the status of a recommendation
since the basic data elements to derive it are included in the Revised
Recommendation Concerning the International Standardization of Education
Statistics adopted by the UNESCO General Conference at its twentieth
session, Paris, 1978.
WOMEN PER 100 MEN IN THE LABOUR
FORCE
|
Social |
Chapter 36 |
State |
1. Indicator
(a) Name: Women per 100 men in the labour
force.
(b) Brief Definition: Women per hundred men in the labour force.
(c) Unit of Measurement: Number.
2. Placement in the Framework
(a) Agenda 21: Chapter 36: Promoting
Education, Public Awareness and Training.
(b) Type of Indicator: State.
3. Significance (Policy Relevance)
(a) Purpose: The ratio measures men and
women's respective shares in the labour force structure and should not be
confused with the participation rate.
(b) Relevance to Sustainable/Unsustainable
Development: A small women's share, assuming properly designed
surveys, indicates non access to education and inequality of opportunity
and treatment, from, for examples, national laws or general social
practices. Such situations are usually accepted as unsustainable.
(c) Linkages to Other Indicators: This
indicator is linked to others reflecting the role and participation of
women as a major societal group. It would be better interpreted by age
group and according to the number of children to be cared for; and paired
with indicators on education and ratio of average female wage to average
male wage.
(d) Targets: Not available.
(e) International Conventions and Agreements:
Equality of opportunity and treatment is a basic international standard.
International Labour Office (ILO) conventions No. 100, Equal Remuneration
Convention, 1951; No. 111 Discrimination Employment and Occupation
Convention 1958; No. 156 Workers with Family Responsibilities Convention,
1981 are relevant to this indicator.
4. Methodological Description and Underlying
Definitions
(a) Underlying Definitions and Concepts: The
current economically active population or labour force has two components:
the employed and the unemployed population. The international standard
definition established by the Thirteenth International Conference of
Labour Statisticians (ILO, 1982) is based on the following elements:
i) The survey population: This is defined as all
usual residents (de jura population) or all persons present in the country
at the time of the survey (de facto population). Some particular groups,
such as the armed forces or other populations living in institutions,
nomadic people, etc. may be excluded.
ii) An age limit: In countries where compulsory
schooling and legislation on the minimum age for admission to employment
have broad coverage and are widely respected, the age specified in these
regulations may be used as a basis for determining an appropriate minimum
age limit for measuring the economically active population. In other
countries, the minimum age limit should be determined empirically on the
basis of: (i) the extent and intensity of participation in economic
activities by young people; and (ii) the feasibility and cost of measuring
such participation with acceptable accuracy. Some countries use a maximum
age limit as well, often linked to the most common age for pensions.
iii) The involvement in economic activities during
the survey reference period: The concept of economic activity adopted by
the Thirteenth International Conference of Labour Statisticians (1982) is
defined in terms of contribution to the production of goods and services
as set forth by the United Nations System of National Accounts, revised in
1993.
iv) A short reference period: For example, one week
or one day.
(b) Measurement Methods: The labour force is
distributed by gender. Gender is a basic descriptive variable in censuses
or household/labour force sample surveys, questionnaires and
administrative records. The total number of women in the labour force is
then divided by the total number of men in the labour force and the result
compared to 100.
(c) The Indicator in the DSR Framework:
Equal participation of men and women in society is one of the principles
tenets of sustainable development. The ratio women per hundred men in the
labour force measures participation and is included as a State indicator
within the DSR Framework; along with population reaching grade 5 of
primary education, and mean years of schooling. The corresponding Driving
Force indicators are the rate of growth of school age population; the
primary school enrolment ratio; secondary school enrolment ratio; and
adult literacy rate. The remaining indicator, GDP spent on education, is a
Response indicator.
(d) Limitations of the Indicator: All the
indicators in section 4c above relate to improving educational attainment,
and strongly suggest a direct link between an increased women's share in
the labour force and an higher educational level. This would make more
sense for participation rates than for this ratio, though various factors
can affect both indicators, which shows only the relative share of both
genders in the labour force at a given moment. In addition, the indicator
does not capture women's participation in the informal or domestic
sectors.
Estimates according to the international standards
can in practice be made most reliably on the basis of data collected
through household surveys and population censuses. Some of the criteria
specified in the international standards can only be implemented precisely
from personal interviews - data which is expensive and time consuming to
acquire. This is the only data source which, on a regular basis and with
an appropriate survey design, can cover virtually the entire population of
a country, all branches of economic activity, all sectors of the economy,
all types of activity status and all categories of workers, and allows
joint and mutually exclusive measurement of the employed, unemployed and
inactive persons.
(e) Alternative Definitions: Not available.
5. Assessment of the Availability of Data from
International and National Sources
(a) Data Needed to Compile the Indicator:
Activity status, gender. The relevance of the indicator would be improved
with the use of disaggregated area data, such as urban/rural zones.
(b) Data Availability: The availability of
recent data is ascertained for 57 countries, 5 in Africa, 15 in America,
13 in Asia, 22 in Europe, and 2 in Oceania. The sources are labour force
sample surveys for 40 countries, household sample surveys for 6 countries,
censuses for six countries and official estimates for 5 countries.
(c) Data Sources: (i) population censuses
and household sample surveys; (ii) establishment censuses and
establishment sample surveys; and (iii) various types of administrative
records.
6. Agencies Involved in the Development of the
Indicator
The lead agency is The International Labour Office
(ILO) of the United Nations, located in Geneva. The contact point is the
Focal Point for Environment and Sustainable Development, ILO; fax no. (41
22) 798 8685.
7. Further Information
(a) Data:
Yearbook of Labour Statistics, ILO, Geneva.
Bulletin of Labour Statistics (quarterly) and its
Supplement (January/February, April/May, July/August and
October/November), ILO, Geneva.
Statistical yearbooks and other publications issued
by the national statistical offices.
(b) Methodology:
Surveys of Economically Active Population,
Employment, Unemployment and Underemployment - An ILO Manual on Concepts
and Methods, ILO, Geneva, 1992.
Sources and Methods: Labour Statistics, Volumes 3
and 5, ILO, Geneva, 1991 and 1990, currently updated.
System of National Accounts 1993, Commission of the
European Communities, International Monetary Fund, Organisation for
Economic Co-operation and Development, United Nations, World Bank,
Brussels/Luxembourg, New York, Paris, Washington, D.C., 1993.
Current international recommendations on labour
statistics, ILO, Geneva, 1988. See particularly the resolution concerning
Statistics of the Economically Active Population, Employment, Unemployment
and Underemployment adopted by the Thirteenth International Conference of
Labour Statisticians, October 1982.
(c) International Conventions and
Recommendations:
Labour Statistics Convention (No. 160) and
Recommendation (No. 170), 1985.
Equal Remuneration Convention (No. 100) and
Recommendation (No. 90), 1951.
Discrimination (Employment and Occupation)
Convention (No. 111) and Recommendation (No. 111), 1958.
Workers with Family Responsibilities Convention
(No. 156) and Recommendation (No. 165), 1981.
(d) Other Studies on Gender Issues:
Women Workers: An Annotated Bibliography,
1983-1994, ILO, Geneva, 1995, XIII, 290 pages (International Labour
Bibliography. No. 14). Produced from the LABORDOC database, lists 953
English-language publications, technical reports, working papers and other
documents produced at ILO headquarters or in ILO field offices, or
prepared in connection with ILO programmes.
GROSS DOMESTIC PRODUCT SPENT ON
EDUCATION
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Social |
Chapter 36 |
Response |
1. Indicator
(a) Name: Gross Domestic Product (GDP) spent
on education.
(b) Brief Definition: Education expenditure expressed as a
proportion of GDP.
(c) Unit of Measurement: %.
2. Placement in the Framework
(a) Agenda 21: Chapter 36: Promoting
Education, Public Awareness and Training.
(b) Type of Indicator: Response.
3. Significance (Policy Relevance)
(a) Purpose: This indicator provides a
measure of financial resource input into education and its share of
national revenue support. It enables better assessment of the adequacy and
allocation of financial resource allocated to education within the
national economy. It facilitates appropriate policy and decision-making,
while taking into account investments in other public sectors.
(b) Relevance to Sustainable/Unsustainable
Development: Education is a process by which human beings and
societies reach their fullest potential. Education is critical for
promoting sustainable development and improving the capacity of people to
address their sustainable development concerns. While basic education
provides the underpinnings for any environmental and development
education, the latter needs to be incorporated as an essential part of
learning. It is also critical for achieving awareness, values, skills and
behaviour consistent with sustainable development, and for effective
participation in decision making. Financial resources for education
directly determines school capacity and quality, which in turn influences
enrolment, retention and learning of children and youth in school.
Relevance is increased if disaggregation to primary, secondary, and
tertiary education is feasible.
(c) Linkages to Other Indicators: Education
is closely linked to other indicators reflecting basic needs, capacity
building, information and science, and the role of major groups. This
measure is also closely linked to other GDP and expenditure indicators.
The effect of expenditure on education can be verified by changes in
enrolment ratios and literacy rates. These ratios and rates in turn
indicate shortfalls and disparities which require modifications in the
allocation of financial resource for education.
(d) Targets: There is no standard
international target for GDP spent on education. A general target
referenced, but not sanctioned by international conventions or agreements,
suggests that countries should devote at least 5% of GDP to education.
(e) International Conventions and Agreements:
See section 3d above.
4. Methodological Description and Underlying
Definitions
(a) Underlying Definitions and Concepts: GDP
spent on education has been in common use to compare the level of
financial resources for education among countries. The basic concept is to
measure the share of financial resource devoted to education from total
national revenue.
(b) Measurement Methods: This indicator can
be calculated as follows:
Total
expenditure on education x
100
GDP
Total expenditure comprises both public and private
expenditure.
(c) The Indicator in the DSR Framework:
Adequate fiscal support for education is essential for sustainable
development. GDP spent on education represents a Response indicator within
the DSR framework.
(d) Limitations of the Indicator: The
indicator does not capture effectiveness and efficiency in the education
system. It does not differentiate, for example, between education
expenditure which is relevant for a country's development compared to that
which is not. International comparability of the indicator is problematic:
GDP spent on education can be affected by the availability and reliability
of data covering both public and private expenditure on education,
particularly from households, productive and service enterprises, local
communities, NGOs, and individuals. Spending by non-government
institutions on education, for example, will be elusive to capture.
The indicator also has the following advantages: (i)
inflationary and deflationary trends do not affect the comparability of
this ratio either over time or between countries since the data refer to
the same year; (ii) currency fluctuation does not impinge on the
comparability of this ratio.
(e) Alternative Definitions: Not available.
5. Assessment of the Availability of Data from
International and National Sources
(a) Data Needed to Compile the Indicator:
Capital and current expenditure on education in the national currency
covering both the public and private sectors; and GDP in the national
currency.
(b) Data Availability: Data or estimates on
GDP are generally available for all countries on an annual basis, either
from the national ministries of finance or the World Bank. Data on public
expenditure on education are usually collected either by the ministries of
education, or finance; and/or national statistical offices. Private
education expenditures, particularly those made by households,
enterprises, local communities, NGOs and individuals are more difficult to
obtain and may be very often incomplete.
(c) Data Sources: See section 5b above.
6. Agencies Involved in the Development of the
Indicator
The lead agency for this indicator is the United
Nations Educational, Scientific and Cultural Organization (UNESCO). The
contact point is the Director, Division of Statistics, UNESCO; fax (33 1)
45 66 48 44.
7. Further Information
(a) Further Readings:
Not available.
(b) Other References:
Not available.
(c) Status of the Methodology:
This indicator has the status of a recommendation
since the basic data elements to derive it are included in the Revised
Recommendation Concerning the International Standardization of Education
Statistics adopted by the UNESCO General Conference at its twentieth
session, Paris, 1978.
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