Update with inequality typology from docx

scoping_review.qmd

@@ -40,7 +40,11 @@ The section will also identify the theoretical mechanisms and channels through w
 The ILO has a policy approach to reducing inequalities in the world of work segmented into five major focus areas:
 employment creation, access to education, labour rights protection, formalization, gender equality and diversity, and social protection [@ilo2022].
 Each of these areas in turn rests on a variety of more specific emphases which further describe the potential implemented policy measures.
-This typology by general policy area, related specified policy focus and related concepts if any can be found in @tbl-policy-areas.
+## Policy areas
+
+The ILO has a policy approach to reducing inequalities in the world of work segmented into five major focus areas: employment creation, access to education, labour rights protection, formalization, gender equality and diversity, and social protection.
+Each of these areas in turn rests on a variety of more specific emphases which further describe the potential implemented policy measures.
+An exemplary typology of general policy area, related specified policy focus and related focus if any can be found in @tbl-policy-areas.
 
 | area of policy           | focus                                              | related                          |
 | ---                      | ----                                               | ----                             |
@@ -82,14 +86,82 @@ This typology by general policy area, related specified policy focus and related
 
 : ILO focus areas for inequality reduction {#tbl-policy-areas}
 
+Source: Authors' elaboration based on @ilo2022.
+
+## The world of work
+
+These policy areas and their respective focus perspectives are based in the conceptual understanding of the world of work, following the definition of work being "any activity performed by persons of any sex and age to produce goods or to provide services for use by others or for own use" [@ilo2013, p.2].
+This is the broader understanding of work which specifically separates itself from the more narrow conception of those in employment who are "of working age [and] who, during a reference period, were engaged in any activity to produce goods or provide services for pay or profit" [@ilo2013].
+The key concepts for this differentiation are founded on an understanding of the production of goods or provision of services, as well as the distinctions between use by others for ultimate own-use and that of working for pay and/or profit – that is, as part of a market transaction in exchange for remuneration or in the form of profits derived from the goods or services.
+
+Whether these services or goods are produced in what is defined as the informal economy, the formal economy or under informal employment outside the informal sector is, for the general encapsulation of no importance – they occur in the world of work.
+Here, conceptually, it should be captured under one of the five mutually exclusive forms of work understood as: own-use production work, performing "any activity to produce goods or provide services for own final use" [@ilo2013, p.5]; employment work comprising those performing work for others in exchange for pay or profit introduced above; unpaid trainee work, performing "any unpaid activity to produce goods or provide services […] to acquire workplace experience or skills" [@ilo2013, p.7]; and volunteer work, that being "any unpaid, non-compulsory activity to produce goods or provide services for others" [@ilo2013, p.8].
+
+Any activity falling under work as defined above on the one hand, but not under any of these forms of work on the other, is instead designated as other work activities in the following considerations. The key concepts between these categories come down to a varying intensity of participation, the distinction of working for pay and/or profit mentioned above, whether it is for ultimate own-use or the use by others, and its compulsory nature.
+
+## Inequalities in the world of work
+
+Inequalities in the world of work have to be fundamentally conceptualized along two axes: On the one hand, vertical inequality captures the "income inequality between all households in a country" [@ilo2021a].
+Measurements of vertical inequalities is a perspective which focuses primarily on incomes as data, with debate of top income percentiles versus the remaining body of people often posing the primary area of debate [@ilo2021].
+Horizontal inequalities, on the other hand, occur when "some groups within the population find themselves disadvantaged and discriminated against on the basis of their visible identity, for example their gender, colour or beliefs, among others" [@ilo2021].
+
+Importantly, these inequalities do not act in a vacuum but create an interplay through overlaps and accumulations which take on their own driving dynamics for people belonging to multiple disadvantaged groups, captured in the idea of inequality’s intersectionality [@ilo2022].
+Here, especially horizontal inequalities may be hard to disentangle for impact finding, an important aspect of effective rigorous analysis in quantitative studies.
+
+Thus, for a study on inequalities, or in turn a study on policies aimed at reducing inequalities in the world of work to be one of rigorous analysis, it must clearly define the type of policy taken as its object of analysis (its independent variable) as well as the types of inequalities targeted for reduction through the respective policy and measured as channels of impact.
+Ultimately, then, the individual outcome measures need to be clearly specified and disentangled, most clearly reflecting in labour market outcome measures (dependent variables).
+Only then can the targeted inequality be delineated as a clear channel.
+
+In targeting an increase in equality, there are then two approaches to take: either levelling the playing field so that characteristics beyond an individual’s control can not influence their future perspectives, nor limit the potential of the powers they possess, through achieving equality of opportunity; or strive for an equality of outcomes, in factual observed resulting (in-)equalities.
+As the ILO established, such a focus on equality of outcomes can be of great importance since "high levels of inequality today tend to reduce social mobility tomorrow" [@ilo2021], making it that much more difficult to ultimately ensure equality of opportunity for following generation.
+The key concepts here are thus the distinction of within-group and between-group inequalities, their overlapping characteristics, as well as policies enabling an equality of opportunity or of outcome.
+
+Income inequality is still the primary lens of inequality that many approaches target, as well as the main focus point of many inequality measurements such as the Gini coefficient or ratios such as the Palma ratio [@dfi2023].
+Following the ILO, "labour income is the main source of income for most households in the world [thus] unequal access to work and working poverty are major drivers of inequalities" [@ilo2021a].
+Income inequality, here, can be affected by a wide set of factors: status in employment, forms of work, the sector of activity, the respective occupation, type of enterprise, type of contract for those in waged work, and the status of formality among others [@ilo2019].
+Income inequality should also not be seen as separate from, nor standing above, other inequalities, but closely linked to other inequalities.
+As the ILO states, "income inequality, inequality of employment outcomes more generally and inequality of opportunities are intimately related" [@ilo2022].
+At the same time the exact linkages of these factors remain under-analysed, which is the reason why the channels of inequalities and the policies to reduce them will pose a fruitful space of analysis for this research.
+
+While income inequality holds a primary position of importance for many analyses from a perspective of quantity, it should not be understood as carrying more importance qualitatively for itself compared to other inequalities but rather be understood "like a prism, which reveals many other forms of inequality, including those generated in the world of work" [@ilo2021, p. 13].
+It is the primary measure of vertical inequality, however, with other inequalities describing primarily the concept of horizontal inequality.
+
+Here, of primary focus for the ILO, and many studies on inequality in the world of work, is gender inequality.
+It describes the inequalities that arise because of an individual’s gender.
+Generally, while the type and extend of other inequalities does vary substantially by global location and country, "gender inequalities, despite some progress over the past decades, remain persistent and pervasive" [@ilo2021a].
+
+Following a report on the gendered makeup of work globally, women are making up a larger part of those in underemployment, they primarily make up the service sector – a rising trend – while suffering a persistently substantial wage gap, tend to work shorter hours in employment but in turn have longer working days when including unpaid work, as well as contributing disproportionally to family work [@ilowomen2016].
+The domestic area of work is also dominated by women, who make up 76.2 per cent of it, in addition to domestic work being overwhelmingly informal labour globally [@ilodomestic2023].
+
+These inequalities in the world of work in turn also reflect in women being hindered in accessing adequate education, training, as well as the possibility for lifelong learning, and furthermore access to quality jobs, housing, mobility, capital, land, and adequate social protection – disparities which, on the basis of deeply rooted inequalities of gender roles, education and places of residence remain largely static if not on the rise.
+These channels and outcomes, viewed intersectionally, must thus represent the primary lens through which to disentangle the gender inequality in the world of work today.
+
+There are additional socio-demographic inequalities beyond gender which are based on the innate, most often visible, identification of a person.
+These are made up of, though not limited to, ethnic and racial inequalities, those based on religion and beliefs, based on a person’s status as a migrant, a person’s age, sex, or disabilities [@ilo2021].
+For example, young people generally fare significantly worse in labour markets shown through outcomes such as a higher incidence of temporary employment throughout youth and the young labour force [@ilo2023; @ilo2019].
+As a report on the global conditions of work established, over "7% of workers felt they had been discriminated against in the 12 months prior to the survey on grounds of sex, race, religion, age, nationality, disability or sexual orientation" [@ilo2019] in the EU alone, making socio-demographic inequalities a prevalent and important to tackle angle of horizontal inequality.
+Here, it will be especially important to correctly disentangle individual sources or contributing characteristics from each other in finding their linkages to relevant outcomes.
+
+Another form of inequality are spatial inequalities, those that arise because of an individual’s location relative to other.
+These inequalities exist primarily between different regions of a country: those between urbanity and rurality or more peripheral areas, but also between richer and poorer regions and, as the ILO established, can even lead to a ‘growing sense of fractured societies’ [@ilo2021a].
+One of the channels this can manifest itself is through an unequal access to decent work opportunities or economic opportunities more generally, an unequal access to financial resources, quality public services or even overall access to an essential social service infrastructure and digital infrastructure, as well as quality access to education or relevant training.
+For spatial inequalities it will be especially important to take note of locally bound differences versus more generalizable results, with the dimensions and contributing factors to its outcomes potentially varying widely between different geographies and national contexts.
+
+In mentioning inequal access to quality education or public infrastructure another important dimension of inequalities becomes highlighted: the dimension of pre-existing inequalities, that is, inequalities which exist prior to an individual’s interaction with the labour market and, though closely intertwined with socio-demographic inequalities, will prove useful to analytically differentiate between.
+A differentiation which becomes especially important with a view on the inter-generational effects of inequality, highlighted in recognizing the difference between equality of opportunity and outcome.
+The level of education, an individual’s poverty, productivity on the labour market and similar inequalities in opportunities are often the result of long-running pre-existing inequalities such as inequal access to health services, education, lacking property rights or clear ownership of assets, the lack of formal recognition as an individual, no access to formal banking [@ilo2021].
+Understanding such channels becomes difficult if not taking pre-existing inequalities into account as a separate category of inequality and long-term impacting channel.
+
+Addressing these inequalities, in turn, is just as important to reducing inequalities within the labour market (as well as beyond) since they do play such a role for intergenerational social mobility and their impacts can be seen, once again, reflecting in the prism of subsequent income inequality.
+For pre-existing inequalities, it will be especially important to understand the often delayed and more opaque nature of the roots of many outcomes, with channel being more difficult to identify and clearly label – especially in an intersectional context.
+
+These five dimensions of inequalities – income inequality, gender inequality, socio-demographic inequality, spatial inequality and pre-existing inequalities – will thus provide the categorical anchors along which the reviewed studies will be analysed for their policy effects, each with a slightly different focus in linkages between inequality, policy and outcome .
+
 # Scoping Review methodology
 
 This section will discuss the systematic scoping review methodology that is proposed to conduct the review of the literature on policy interventions that are expected to address inequalities in forms of work and labour market outcomes.
-Unlike systematic reviews, which typically focus on specific policy questions and interventions,
+Unlike purely systematic reviews, which typically focus on specific policy questions and interventions, systematic scoping reviews focus on a wider spectrum of policies, where different study designs and research questions can be investigated.
-systematic scoping reviews focus on a wider spectrum of policies,
+Since scoping reviews allow both broad and in-depth analyses, they are the most appropriate rigorous method to make a synthesis of the current evidence in this area [@arksey2005].
-where different study designs and research questions can be investigated.
-Since scoping reviews allow both broad and in-depth analyses,
-they are the most appropriate rigorous method to make a synthesis of the current evidence in this area.
 
 ```{python}
 #| echo: false
@@ -103,28 +175,22 @@ for partial_bib in data_dir.joinpath("raw/wos").glob("*.bib"):
 sample = bibtexparser.parse_string(bib_string)
 ```
 
-The search protocol will be carried out based on the typology of policies as well as the possible combination of definitions and outcomes in the WoW.
+The scoping review allows broad focus to be given to a subject for which no unified path with clear edges has been laid out yet by prior reviews, as remains the case with policies targeting inequalities in the world of work.
-For each dimension of definitions,
+It does so through a breadth-first approach through a search protocol which favours working through a large body of literature to subsequently move toward a depth-favouring approach once the literature has been sufficiently delimited.
-a cluster containing possible utilized terms will be created, that is for:
+Its purpose, clearly mapping a body of literature on a (broad) topic area, is thereby useful on its own or in combination with a systematic approach [@arksey2005].
-definitions of work and labour, forms of work, definitions of inequality, forms of vertical and forms of horizontal inequalities, labour market outcomes, and definitions of policy.
+With an increasingly adopted approach in recent years, with rigorous dichotomy of inclusion and exclusion criteria it provides a way of charting the relevance of literature related to its overall body that strives to be free of influencing biases which could affect the skew of the resulting literature sample [@pham2014].
-Each of the clusters contains synonymous terms as well as term-adjacent phrase combinations which are in turn used to refine or broaden the search scope to best encapsulate each respective cluster,
-based on the above definitions.
-<!-- TODO need above definitions -->
 
+<!-- TODO need correct above definitions -->
+The search protocol will be carried out based on the typology of policies as well as the possible combination of definitions and outcomes in the WoW.
+For each dimension of definitions, a cluster containing possible utilized terms will be created, that is for: definitions of work and labour, forms of work, definitions of inequality, forms of vertical and forms of horizontal inequalities, labour market outcomes, and definitions of policy.
+Each of the clusters contains synonymous terms as well as term-adjacent phrase combinations which are in turn used to refine or broaden the search scope to best encapsulate each respective cluster, based on the above definitions.
+
+<!-- TODO Why WOS database? -->
 The search protocol then follows a three-staged process of execution: identification, screening and extraction.
 First, in identification, the above categorizations are combined through Boolean operators to conduct a search through the database repository Web of Science.
-<!-- TODO why WOS database? -->
+The search itself is conducted with English-language search queries only.
-The search itself is conducted with English-language search queries only,
+<!-- TODO will we be using gray lit? -->
-connecting the various clusters with logical 'and' connectors, excluding partial matches,
+Relevant results are then complemented through the adoption of a ‘snowballing’ technique, which analyses an array of published reviews for their reference lists to find cross-references of potentially missing literature.
-while synonymous or related terms are connected with logical 'or' connected, allowing partial matches.
-<!-- TODO will we be using lit? -->
-The search may also include other database repositories such as Google Scholar, 
-in order to catch possible grey literature.
-For database repositories which do not allow a precise enough query, 
-splits are introduced at term cluster edges, 
-in order to enable later intersection joins (or 'inner merges') based on common DOIs, URLs or a combination of author and title.
-Relevant results are then complemented through the adoption of a 'snowballing' technique,
-which analyzes an array of published reviews for their reference lists to find cross-references of potentially missing literature.
 
 ```{python}
 #| echo: false
@@ -132,49 +198,44 @@ from IPython.core.display import Markdown as md
 
 sample_size = len(sample.entries)
 md(f"""
-Currently execution of queries would result in an initial sample of {sample_size} studies after the identification process.
+The exploratory execution of queries results in an initial sample of {sample_size} studies after the identification process.
-The majority of studies result from the 'income' inequality cluster of the boolean search,
+The majority of studies result from the ‘income’ inequality cluster of the Boolean search, with horizontal cluster terms used often but rarely on their own.
-with horizontal cluster terms used often but rarely on their own.
 """)
 ```
 
 Second, in screening, duplicate results are removed and the resulting literature sample is sorted based on a variety of excluding characteristics based on: language, title, abstract, full text and literature supersession through newer publications.
 Properties in these characteristics are used to assess an individual study on its suitability for further review.
-Narrowing criteria are applied to restrict the sample to studies looking at 
-i) the effects of individual evidence-based policy measures or intervention initiatives
-ii) attempting to address a single or multiple of the defined inequalities in the world of work.
-iii) using appropriate quantitative methods to examine the links of intervention and impact on the given inequalities.
 
-To facilitate this screening process, a system of keywords is used to tag individual studies in the sample with their reason for exclusion, 
+Narrowing criteria are applied to restrict the sample to studies looking at i) the effects of individual evidence-based policy measures or intervention initiatives ii) attempting to address a single or multiple of the defined inequalities in the world of work.
-such as 'excluded::language', 'excluded::title', 'excluded::abstract', 'excluded::superseded'.
+iii) using appropriate quantitative methods to examine the links of intervention and impact on the given inequalities.
-This keyword-based system is equally used to further categorize the sample studies not falling into an exclusion criteria,
+The narrowing process makes use of the typology of inequalities, of forms of work, and of policy areas introduced above as its criteria.
-based on primary country of analysis, world region, as well as income level classification.
+An overview of the respective criteria used for inclusion or exclusion can be found in @tbl-inclusion-criteria.
-To that end, a 'country::', 'region::' and 'income::' are used to disambiguate between the respective characteristics,
+
-such as 'region::LAC' for Latin America and the Caribbean,
+| Parameter   | Inclusion criteria                                                           | Exclusion criteria                                                         |
-'region::SSA' for Sub-Saharan Afraca;
+| ---         | ---                                                                          | ---                                                                        |
-as well as for example 'income::low-middle', 'income::upper-middle' or 'income::high'.
+| Language    | study written in English                                                     | study not written in English                                               |
+| Time frame  | study published in or after 2000                                             | study published before 2000                                                |
+| Study type  | primary research, literature review                                          | opinion piece, editorial, commentary, news article                         |
+| Study focus | inequality or labour market outcomes as primary outcome (dependent variable) | neither inequality nor labour market outcomes as dependent variable        |
+|             | policy measure or strategy as intervention (independent variable)            | no policy measure/strategy as independent variable or relationship unclear |
+|             | rigorous quantitative analysis or multi-method approach                      | purely qualitative or no clear description of methodology                  |
+|             | specifically relates to some dimension of world of work                      | exists outside world of work for both independent and dependent variables  |
+|             | focus on dimension of inequality in analysis                                 | no focus on mention of inequality in analysis                              |
+
+: Study inclusion and exclusion scoping criteria {#tbl-inclusion-criteria}
+
+To facilitate this screening process, a system of keywords is used to tag individual studies in the sample with their reason for exclusion, such as ‘excluded::language’, ‘excluded::title’, ‘excluded::abstract’, ‘excluded::superseded’.
+This keyword-based system is equally used to further categorize the sample studies not falling into exclusion criteria, based on primary country of analysis, world region, as well as income level classification.
+To that end, a ‘country::’, ‘region::’ and ‘income::’ are used to disambiguate between the respective characteristics, such as ‘region::LAC’ for Latin America and the Caribbean, ‘region::SSA’ for Sub-Saharan Africa; as well as for example ‘income::low-middle’, ‘income::upper-middle’ or ‘income::high’.
 These two delineations follow the ILO categorizations on world regions and the country income classifications based on World Bank income groupings [@ilo22countrygroupings].
 
-Similarly, if a specific type of inequality,
+Similarly, if a specific type of inequality, or a specific intervention, represents the focus of a study, these will be reflected in the same keyword system, through for example ‘inequality::income’ or ‘inequality::gender’.
-or a specific intervention, represents the focus of a study,
+The complete process of identification and screening is undertaken with the help of the Zotero reference manager, ultimately leaving only publications which are relevant for final full-text review and analysis.
-these will be reflected in the same keyword system,
-through for example 'inequality::income' or 'inequality::gender'.
-The complete process of identification and screening is undertaken with the help of the Zotero reference manager,
-ultimately leaving only publications which are relevant for final full-text review and analysis.
 
-Last, for extraction, studies are screened for their full-texts, 
+Last, for extraction, studies are screened for their full-texts, irrelevant studies excluded with ‘excluded::full-text’ as explained above and relevant studies then ingested into the final sample pool.
-irrelevant studies excluded with 'excluded:full-text' as explained above and relevant studies then ingested into the final sample pool.
 All relevant information concerning both their major findings and statistical significance are then extracted from the individual studies into a collective results matrix.
 
-The results to be identified in the matrix include a study's:
+The results to be identified in the matrix include a study’s: i) key outcome measures (dependent variables), ii) main findings, iii) main policy interventions (independent variables), iv) study design and sample size, v) dataset and methods of evaluation, vi) direction of relation and level of representativeness, vii) level of statistical significance, viii) main limitations.
-i) key outcome measures (dependent variables), 
-ii) main findings,
-iii) main policy recommendations,
-iv) study design and sample size,
-v) dataset and methods of evaluation,
-vi) direction of relation and level of representativeness,
-vii) level of statistical significance,
-viii) main limitations.
 
 # Synthesis of Evidence