An extremal and information-theoretic characterization of some interzonal transfer models

The paper develops a method of deriving gravity models from extremal principles. The prototype result yields the most popular gravity flow model characterized by an extremal principle. This principle is also for the first time elucidated as an information-theoretic one of choosing the distribution of interzonal transfers which gives least “information” (in the technical sense) for discrimination against a distribution reflecting the “facility” (reciprocal of the “difficulty”) of travel between zones.     

Redistricting reformulated: A maximum interaction/minimum separation objective

Alternative objective functions to the population centroid type commonly employed in computerized political districting algorithms are suggested and discussed. Districtings based on maximum overlap of individuals' “action spaces” or on minimum aggregate length of interpersonal separations better represent the spatio-political notion of “compactness” than do those based on centroid measures. The traditional analogy between the warehouse location problem and the optimal districting problem may thus be an inappropriate one. The proposed reformulated optimal districting problem with a spatial interaction or interpersonal separation objective may be formally stated as a quadratic integer program. The solution to the program is seen, however, to be only one of several possible “optimal” political partitionings. Regardless of the specific compactness measure chosen, separate “mean” and “modal” districtings may exist.     

Planning in a communal society: A comparison between physical planning in the kibbutz and in the city

This article presents a model of the development of the physical system of the kibbutz as an example of the physical planning of a communal society. A comparison of the kibbutz model with parallel urban models of physical planning in a capitalistic consumer society reveals great similarity between the two. Thus, although the socioeconomic value system of the kibbutz is different from that of the city, the kibbutz may nevertheless be considered a “micro-city” with regard to the solution of physical planning problems. The primary conclusion seems to be that physical planning is less influenced by social system than many planners claim.     

Budget decision making in large public school systems

This paper reviews and discusses results of a study of the budget process in fourteen large city school districts. Topics covered include incremental decision making, the use of “ratios” and “norms” in school budgeting, public participation in budgeting, relevant structural arrangements of local government, and the influence of boards of education on the allocation of resources. Finally, implications for the improvement of school management practices in large school districts are discussed.     

The computer imperative

“The Computer Imperative” has been defined as the necessity for the administrator to specify his goals, objectives, criteria, standards, rules, etc., in very explicit and operational terms as he seeks to devise a better management system, especially if computers will be used to implement portions of the system. It is essential that educational leaders be able to tell system designers and computer technologists what they want, and to do this they must know at least the rudiments of what is technically possible. Otherwise, the administrator in some sense is at the mercy of the technologist. Studying an administrative system as essentially an information system provides a useful model. To define who originates, processes, uses, or needs information is to describe much of the actual operation of administration. In a manual system, many rules and procedures can be left undefined, and intuition and experience can substitute effectively for logical precision. As computers are programed to assume certain basic transactional functions, the administrator must bear in mind that computers do only what they are told. It is therefore critically important to be able to describe what we want. Much of the “threat” of automation can be attributed to uneasy or uncomfortable recognition of this “imperative”.     

Information theoretic approach to migration analysis

Information theory is employed to look at certain aspects of migration. It is suggested that the dividedness of a population into “movers” and “stayers” is better assessed by migration entropy. The notion of “migration inequality” is introduced and the principle of minimum entropy suggested as a criterion for fitting migrations models. Canadian census data are utilized for illustration purposes.     

The cultural significance of accounting in Japan

We have had a spate of works on “Japanese Management” in the world, but very few on “Japanese Accounting”. In this article it is made clear that the functioning of accounting is contingent on the culture in which the accounting systems are incorporated, and that in order to discuss this intermingling of accounting and culture a perspective elaborated in Scandinavia can be relevant despite the uniqueness of Japanese culture. For only non-rationalistic or “naturalistic” perspectives can provide a basis for understanding the cultural dynamics of Japanese organizations and Japanese society. Thus the roles of accounting in Japan go far beyond what has been discussed in accounting textbooks.     

Zip codes and spatial analysis: Problems and prospects

The use of zip codes for spatial, demographic, and socio-economic analysis is growing. As of August 2005, 193 articles were indexed by “zip code” in the Social Sciences Citation Index, while 386 were indexed in PubMed. All of these articles were published since 1989. While the treatment of zip codes as units of analysis varies widely in epidemiology, marketing, geography, and the socio-economic planning sciences, there are a number of common “errors” that could be avoided if analysts retained a better understanding of zip code characteristics. The purpose of this paper is to outline the problems and prospects of utilizing zip codes for spatial analysis. Issues associated with spatial contiguity, data aggregation, and boundary definitions are addressed. Results suggest that, although zip codes are not the most robust spatial units of analysis available, they retain a modest degree of utility for specialized applications. Recommendations for future research regarding zip codes and their use in socio-economic applications are offered.     

Mathematical analysis applied to school attendance areas

The objective of this paper is to develop a generalized mathematical model of pupil assignment within school districts. This model can then be used to examine various policies of student integration. Proposed bussing schemes, school location policies, educational parks, attendance boundaries, etc., can be tested for cost, travel time or other measures of efficiency. Extension to other areas of educational planning is feasible.

Mathematical programming techniques are used to assign resources (say school children) to facilities (say schools) subject to restrictions on facilities (say capacity limits) and resources (say a maximum travel time or a desirable range of school “mixtures”) so that a measure of performance, the “objective function” (say total cost or total time of travel) is optimized. The model is intended to allow examination of a wide range of objective functions and system constraints.     

Spatial strategies of the “haredi” population in Jerusalem

The purpose of this article is to discuss the strategic behavior—spatial and social—of the “Haredi” (ultra-orthodox) Jewish population. This behavior is associated, in essence, with self-segregation and social isolation accompanied by spatial expansion.

This study deals with these processes in one of the largest concentrations of the ultra-orthodox Jewish community—the northern neighborhoods of Jerusalem. The Jewish ultra-orthodox community is characterized by its special interpretation of Jewish law (halacha) and by its high degree of cohesiveness. It tends to segregate itself from the Israeli population for two main motives. The positive one is the desire to create and maintain “cultural dominance” in a specific area in which the community lives and functions. This includes considerations of scale economies and concentration economies in the provision of the special goods and services which it consumes. The second motive, a negative one, is the desire to avoid some kinds of contacts and interactions with the various groups which do not observe Jewish law according to the orthodox conception. This is done in order to prevent the transfer of secular cultural values of western society into their domain.

The high communal cohesiveness, coupled with high population growth and a strong desire for self-territorial segregation, results in increased pressure on the urban residential space. The fear of social relationship—which may serve as agents for transferring social or cultural values—results in a high degree of intolerance toward the non-religious Israeli population. The contact lines between the two populations have become, therefore, confrontation areas which are characterized by territorial conflicts.

Study of the directions of the territorial expansion suggests what the spatial strategy of the ultraorthodox community is: to gain control of a whole, well-defined urban space in order to maintain cultural dominance in it, while assuring potential directions for expansion in the future. The relationships with the outside, non-religious population is built on a modus operandi principle: i.e. minimal and culturally neutral interactions.

This strategy is carried out through penetration and expansion tactics in a well-known process. These processes present important challenges for planning areas in which ultra-orthodox communities reside.     

Education of disadvantaged children

There are at least two basic strategies for finding answers to the questions posed: what compensatory programs are “successful”, for which groups of children, and at what cost? The first strategy involves the design and execution of a series of controlled experiments in education; the second involves statistical analyses of existing compensatory education programs. In line with the first strategy, next year, the Follow Through program will fund a series of educational demonstration programs based on a “menu” of different curricula for children in the early elementary grades. Participating school districts will opt for one or another of the approaches offered, and will, in the course of the year, receive the advice and counsel of consultants in implementing the approach selected. A second—and complementary—basic strategy for finding out what works in compensatory education capitalizes on the wealth of information waiting to be collected on the operation of existing programs.

Since the spring of 1967, staff members of the Office of the Secretary of DHEW, the Office of Education, and a contractor—TEMPO, a division of General Electric Company—have been engaged in a pilot cost-effectiveness analysis of compensatory education programs. For the 11 districts studied, two distinct developments appear to have occurred in pupil performance: first, there appears to have been a slight decline in average pupil achievement in the sample schools. At the same time, there appears to have been a slight improvement in the achievement of pupils who are at the lowest achievement levels in their respective grades. The achievement data from the districts in the study indicate considerable variation in achievement results. The conduct and content of compensatory programs vary greatly. Preliminary analysis suggests that the amount of achievement increase is positively related to the level of expenditures for compensatory education programs.

To make real progress in assessing the effectiveness of alternative education programs and to overcome the difficulties discussed throughout this paper, we see the need to pursue two major courses of action. The first concerns the funding of controlled experiments introducing major variations into school programs, using comparable measures of program costs, inputs and effectiveness over time. The second is a frontal assault on evaluation in the form of a cooperative effort with a small number of interested States and local school districts to carry out a longitudinal study of compensatory programs.     

The generation of doctorates and their feedback into higher education

The dynamic effects of alternative manpower policies and programs can be “pretested” in a computer based simulation. It is generally recognized that the production of Doctorates depends to a large degree on the Doctorate-holding faculty. Because the doctorate holders are in great demand by the other sectors of the economy, a circular or a “feedback” situation exists. The problem is further complicated by the availability of developed student talent and by various socioeconomic conditions existing at different periods of time within two or three decades prior to the time a study is made.

This paper attempts to develop a conceptual and a mathematical model to study the production of Doctorates, Masters' and Baccalaureate degrees and their feedback into higher education. The model consisting of over 200 non-linear difference equations is programmed for computer simulation and validation against historical data. Currently simulation is used to describe what has happened in the past. Once this phase is accomplished, the model can be used to prescribe what will happen in the future with a fair level of confidence.     

Value investing anomalies in the European stock market: Multiple Value, Consistent Earner, and Recognized Value

Empirical academic studies have consistently found that value stocks outperform glamour stocks and the market as a whole. This article extends prevailing research on existing value anomalies. It evaluates simple value strategies for the European stock market (compared to many other studies that test market data on a country-by-country basis) as well as sophisticated multi-dimensional value strategies that also include capital return variables (Consistent Earner Strategy) and momentum factors (Recognized Value Strategy), the latter reconciling intermediate horizon momentum and long-term reversals of behavioral finance theories. It can be shown that these “enhanced” value strategies can produce superior returns compared to returns of the whole market or “simple” value strategies without capturing higher risks applying traditional risk measures.     

Siting noxious facilities: A siting lottery with victim compensation

This paper proposes a scheme to facilitate the siting of noxious facilities. A regional government announces that it will (a) use a lottery to choose a site for a noxious facility and (b) transfer income from tenants to host-city landowners to at least partly offset the effects of the noxious facility on local property values. The government will hold the lottery only if all citizens agree, in advance, to abide by the resulting siting decision. The lottery approach is superior to the conventional approach to siting (advance notification) in the sense that the lottery approach achieves unanimous support for the siting decision with less compensation. The compensation scheme can be financed with a regionwide tenant tax or a tax on residents in the nonhost city. For “small” compensation programs, the nonhost tax is superior to the regional tax.     

On the socially optimal size of a life-saving facility

The paper examines the simultaneous problem of finding an optimal size of an intensive care unit and an optimal amount of social investment in preventive medicine. The “demand” for ICU services is assumed stochastic. The approach used is to minimize social costs involved in operating the facility and social loss stemming from deaths of untreated patients.

After deriving the optimality conditions the results are applied to recent British data     

A note extending Grosskopf, Hayes, Taylor and Weber, “Anticipating the consequences of school reform: A new use of DEA”

The article cited in the current paper's title shows how to extend Data Envelopment Analysis (DEA) to evaluate future, as well as past and present, performance. This is accomplished by relaxing some of the constraints that reflect the presence of imposed regulations, and then re-computing the evaluations under these alternate conditions. We here extend this approach to account for “long-run” and “short-run” behaviors, and the related bodies of theory that play prominent roles in microeconomics.     

Using DEA to improve the management of congestion in Chinese industries (1981–1997)

Congestion is said to be present when increases in inputs result in output reductions. An “iron rice bowl” policy instituted in China shortly after the revolution led by Mao Tze Tung resulted in congestion that ultimately led to bankruptcy in the textile industry, and near bankruptcy in other industries. A major policy shift away from the “iron rice bowl policy” in 1990 led to massive layoffs and increasing social tensions. Were these massive layoffs necessary? Extensions of data envelopment analysis models effected in the present paper identified inefficiencies in the management of congestion. Using textiles and automobiles for illustration, it is shown how elimination of such managerial inefficiencies could have led to output augmentation without reducing employment. Thus, even in the presence of congestion, it proved to be possible to identify additional (managerial) inefficiencies that provided opportunities for improvement. In the heavily congested textile industry, these output augmentations could have been accompanied by reductions in the amounts of capital used (as an added bonus). In any case, we show how to identify and evaluate new types of efficiency—viz., the efficiency with which needed (or desired) inefficiencies are managed.     

The position of agriculture in kibbutz economy—an attempt at quantitative projection

The Israeli Kibbutz Movement adopted the ideology of the “Return to Nature” and aspired to especially develop agricultural labour. But in the past decade there has been a process of “internal migration” of workers from agriculture to industrial occupations, which was compared to the “Industrial Revolution”. The ratio of agricultural workdays to other productive branches workdays decline from 62% in 1967 to 46.5% in 1974. Kibbutz' management has many reasons to evaluate its future direction, (investment in land, in education, etc.). We shall try to describe the expected developments, using the Markov chain. We shall also try to analyse the yearly interchanges and transfer from agriculture to industry and vice versa. We shall attempt to show that the process of decreasing agricultural manpower has almost ceased, and it will become stable on a fixed level of about 43%.     

Production Functions for Large-scale Forest and Range Condition Indicators

This paper estimates production functions for environmental outputs (measured with condition indicators) from forest and rangelands at the national scale. A particular production structure is discussed for this purpose, and two approaches to handling the spatial nature of the data are investigated. Improved explanatory power appears to result from “kriging” the data into a uniform grid of observations, as opposed to aggregating the data into the lowest common unit (in this case, counties). The equations themselves are also discussed, and elasticities are utilized to interpret independent variable effects that include levels and interactions terms.