Fuzzy Sets Approach

Instructor: Jose Manuel Roche, OPHI Research Officer

Class Objectives:

  • An overview of fuzzy methodologies and some conceptual issues
  • Membership functions and membership degrees
  • Aggregation operators
  • Potentiality and limits of FST vis-à-vis with other tools

Fuzzy Set Theory Presentation

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Fuzzy Sets Approach
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Reading List
Suggested basic textbook on this topic:
CHIAPPERO-MARTINETTI, E. and J. M. ROCHE ( 2009) “Operationalization of the capability approach, from theory to practice: a review of techniques and empirical applications” in CHIAPPERO-MARTINETTI, E. (Ed.) Debating Global Society: Reach and Limits of the Capability Approach. Milan, Fondazione Feltrinelli.
LEMMI, A. and G. BETTI (2006) Fuzzy Set Approach to Multidimensional Poverty Measurement, New York, Springer.
SMITHSON, M. and J. VERKUILEN (2006) Fuzzy Set Theory: Applications in the Social Sciences, Thousand Oaks, London, New Delhi, SAGE Publications .

Suggestions on publications that relate or apply this topic to the capability approach:
ADDABBO, T., DI TOMMASO, M.L. and G. FACCHINETTI. (2004): “To What Extent Fuzzy Set Theory and Structural Equation Modelling Can Measure Functionings? An Application to Child Well Being”, ChilD Working Paper. 30/2004.
BALIAMOUNE, M. (2004): “On the Measurement of Human Well-Being: Fuzzy Set Theory and Sen’s Capability Approach”, Research paper 2004/16, WIDER. Helsinki.
BALIAMOUNE-LUTZ, M. and M. MCGILLIVRAY (2006) “Fuzzy Well-being Achievement in Pacific Asia”. Journal of the Asia Pacific Economy, 11, 168-177.
BERENGER, V. and A. VERDIER-CHOUCHANE ( 2007) “Multidimensional Measures of Well-Being: Standard of Living and Quality of Life Across Countries”. World Development, 35 (7), 1259-1276.
CERIOLI, A. and S. ZANI (1990) “A fuzzy approach to the measurement of poverty” in DAGUM, C. and M. ZENGA (Eds.) Income and wealth distribution, inequality and poverty. Berlin, Springer Verlag.
CHAKRAVARTY, S. R. (2006): “An Axiomatic Approach to Multidimensional Poverty Measurement via Fuzzy Sets” in A Lemmi and G. Betti (eds.) Fuzzy Set Approach to Multidimensional Poverty Measurement. New York: Springer.
CHELI, B. and A. LEMMI (1995) “A ‘Totally’ Fuzzy and Relative Approach to the Multidimensional Analysis of Poverty”. Economic Notes by Monte dei Paschi Siena, 24 (1), 115-134.
CHIAPPERO MARTINETTI, E. (2000): “A Multidimensional Assessment of Well-Being Based on Sen’s Functioning Approach”, Rivista Internazionale di Scienze Sociali.
CHIAPPERO MARTINETTI, E. (2006): “Capability Approach and Fuzzy Set Theory: Description, Aggregation and Inference Issues”, in A. Lemmi and G. Betti (eds.) Fuzzy Set Approach to Multidimensional Poverty Measurement. New York: Springer.
LELLI, S. (2001): “Factor Analysis vs. Fuzzy Sets Theory: Assessing the Influence of Different Techniques on Sen’s Functioning Approach”. Centre of Economic Studies Discussion Paper, KU Leuven.
QIZILBASH, M. and D. CLARK. (2005): ‘The Capability Approach and Fuzzy Poverty Measures: An Application to the South African Context”, Journal of Social Indicators Research. 74: 103-129.
ROCHE, J. M. (2008) “Monitoring Inequality among Social Groups: A Methodology Combining Fuzzy Set Theory and Principal Component Analysis”. Journal of Human Development and Capabilities, 9 (3), 427-452.
VERO, J. (2006) “A Comparison of Poverty According to Primary Goods, Capabilities and Outcomes. Evidence from French School Leavers’ Survey” in LEMMI, A. and G. BETTI (Eds.) Fuzzy Set Approach to Multidimensional Poverty Measurement. New York, Springer.