demog-research-design

Research Design (demog-research-design)

Demography accepts a wide variety of methodological approaches but is demanding about each. The design

must credibly connect the argument (demog-theory-building) to the demographic evidence. This skill is

method-aware: pick the section that matches your question and defend it against the strongest rival

explanation.

When to trigger

• Choosing the demographic method that actually answers the question
• A reviewer questioned the rate construction, the identification, or the projection assumptions
• Specifying an age-period-cohort, multistate, or microsimulation design
• Justifying why your design adjudicates the rival account from demog-literature-positioning

Match the method to the question

• Life tables — for survival, life expectancy, and exposure: period vs. cohort, abridged vs.

complete; multiple-decrement (cause-specific) and multistate (healthy/disabled) where relevant.

• Decomposition — to attribute a difference or change in a rate to components: Kitagawa

(rate vs. composition), Arriaga (age contributions to e0), Horiuchi continuous, Das Gupta

(multi-factor). Say exactly what each component means.

• Event-history / survival — for timing and transitions: Cox, parametric, discrete-time, with

competing risks and multistate models when several destinations matter; check the

proportional-hazards assumption.

• Age-period-cohort — confront the identification problem head-on: APC effects are linearly

dependent, so state the constraint or modeling assumption (and its substantive justification) you

rely on; do not present a single "identified" APC partition as if it were assumption-free.

• Multistate / projections / microsimulation — make transition rates, the base population, and the

assumptions (closed/open, period/cohort) explicit; report sensitivity to key assumptions.

When the question is causal

• Identification first. State the estimand and the assumptions licensing a causal reading

(ignorability, parallel trends, exclusion, continuity); defend them, don't assert them.

• Selection and exposure are demographic hazards: mortality selection, migration selection, and

differential exposure can masquerade as effects — address them explicitly.

• Inference. Cluster at the right level (e.g., household, region, cohort); use survey weights and

design for complex samples; report uncertainty for derived demographic quantities.

• Sensitivity. How strong must an unobserved confounder (or a violated rate assumption) be to

overturn the result?

The adjudication test (Demography-specific)

For the single strongest rival explanation (e.g., compositional change, selection, tempo

distortion), write one sentence: *"If the rival were true rather than my account, the age/cohort

pattern would look like ___; instead it looks like ___."* If you cannot, the design does not yet

identify the contribution.

Execution bridge (StatsPAI / Stata MCP)

Estimate and audit the design, don't only describe it. Full map:

[execution-with-mcp](../../../shared-resources/empirical-methods/execution-with-mcp.md). Demography is formal + empirical demography; the causal chain serves its reduced-form lane, while formal demographic modeling uses its own tools — decomposition (oaxaca / gelbach) is often central.

• detect_design → recommend → fit with as_handle=true → audit_result.
• Observational causal claims: staggered DiD (callaway_santanna / sun_abraham +

bacon_decomposition + honest_did_from_result); IV (effective_f_test +

anderson_rubin_ci); RDD (rdrobust + mccrary_test).

• Experiments: randomization-based inference, romano_wolf for many-outcome

family-wise control, and mediate for mediation (not naive controlling-away).

• Sensitivity: oster_delta / sensemakr for observational claims.

Report the effect size in interpretable units; route the full battery to the

appendix/supplement. A run end-to-end (synthetic data, real returns) is in the

[JF execution walkthrough](../../../Journal-of-Finance-Skills/resources/worked-examples/02-execution-walkthrough.md).

Anti-patterns

• Running a regression when the question calls for a life table, a decomposition, or an event-history model
• Presenting an APC decomposition without naming the identifying constraint
• Period rates read as cohort experience (or vice versa) without justification
• Ignoring mortality/migration selection in a survival or panel design
• Projections whose assumptions are buried instead of varied and reported

Output format

【Method】life table / decomposition / event history / APC / multistate / microsim / projection / causal
【Quantity / estimand】what is being measured or identified
【Key assumption(s)】and how each is defended (name the APC constraint if used)
【Rival ruled out】the adjudication sentence
【Robustness/sensitivity】planned checks
【Next】demog-data-analysis

Supplementary resources

• [../../resources/external_tools.md](../../resources/external_tools.md) — life-table, decomposition, survival, APC, and microsimulation packages
• [../../resources/official-source-map.md](../../resources/official-source-map.md) — Demography scope and methodological breadth