Google Scholar
ORCiD
*Below presents some selected works. Please see my CV for a complete list of publications and working projects.
ORCiD
*Below presents some selected works. Please see my CV for a complete list of publications and working projects.
Selected published Works
"Trends in Educational Assortative Marriage in China over the Past Century" Demography (2023, with Yu Xie)
Abstract: In the past century, China has undergone rapid and dramatic social and economic changes. This article describes trends in educational assortative marriages of cohorts born in 1906–1995 in China. We measure educational attainment relatively as an individual's percentile position in the education distribution of a 10-year birth cohort and study trends using comparable, easy-to-interpret couple rank-rank correlations. We analyze microdata samples from the 1982, 1990, 2000, and 2010 China censuses and the 2015 1% intercensus survey and nationally representative surveys between 1996 and 2018. We find a large and steady increase in educational assortative marriage over the past century, except among those born in 1946–1965, whose schooling and marriage were impacted by the Cultural Revolution. Our study highlights the critical roles of social, political, and economic contexts in shaping trends in educational assortative marriage.
Abstract: In the past century, China has undergone rapid and dramatic social and economic changes. This article describes trends in educational assortative marriages of cohorts born in 1906–1995 in China. We measure educational attainment relatively as an individual's percentile position in the education distribution of a 10-year birth cohort and study trends using comparable, easy-to-interpret couple rank-rank correlations. We analyze microdata samples from the 1982, 1990, 2000, and 2010 China censuses and the 2015 1% intercensus survey and nationally representative surveys between 1996 and 2018. We find a large and steady increase in educational assortative marriage over the past century, except among those born in 1946–1965, whose schooling and marriage were impacted by the Cultural Revolution. Our study highlights the critical roles of social, political, and economic contexts in shaping trends in educational assortative marriage.
"Trends in Social Mobility in Postrevolution China" PNAS (2022, with Yu Xie, Xiang Zhou, and Xi Song)
Abstract: In this paper, we study long-term trends in social mobility in the People’s Republic of China since its inception in 1949, with two operationalizations: 1) intergenerational occupational mobility and 2) intergenerational educational mobility. We draw on an accumulation of administrative and survey data and provide comparable estimates of these measures for birth cohorts born after 1945. To help interpret the results, we compare trends in China to those in the United States for the same birth cohorts. We find an increase in intergenerational occupational mobility in China due to its rapid industrialization in recent decades. Net of industrialization, however, intergenerational occupational mobility has been declining for recent cohorts. Intergenerational educational mobility in China shows a similar declining trend. In addition, mobility patterns have differed greatly by gender, with women in earlier cohorts and from a rural origin particularly disadvantaged. We attribute the general decline in social mobility to market forces that have taken hold since China’s economic reform that began in 1978. In contrast, social mobility by both measures has been relatively stable in the United States. However, while social mobility in China has trended downward, it is still higher than that in the United States, except for women’s educational mobility.
Abstract: In this paper, we study long-term trends in social mobility in the People’s Republic of China since its inception in 1949, with two operationalizations: 1) intergenerational occupational mobility and 2) intergenerational educational mobility. We draw on an accumulation of administrative and survey data and provide comparable estimates of these measures for birth cohorts born after 1945. To help interpret the results, we compare trends in China to those in the United States for the same birth cohorts. We find an increase in intergenerational occupational mobility in China due to its rapid industrialization in recent decades. Net of industrialization, however, intergenerational occupational mobility has been declining for recent cohorts. Intergenerational educational mobility in China shows a similar declining trend. In addition, mobility patterns have differed greatly by gender, with women in earlier cohorts and from a rural origin particularly disadvantaged. We attribute the general decline in social mobility to market forces that have taken hold since China’s economic reform that began in 1978. In contrast, social mobility by both measures has been relatively stable in the United States. However, while social mobility in China has trended downward, it is still higher than that in the United States, except for women’s educational mobility.
"A New Methodological Framework for Studying Status Exchange in Marriage" American Journal of Sociology (2021, with Yu Xie)
Abstract: The authors propose a new methodological framework for studying status exchange in marriage. As shown in recent debates on status-race or status-beauty exchange, the conventional log-linear modeling approach is prone to controversial specifications and alternative interpretations. This study develops a simple method—the exchange index (EI)—with cohort- and gender-specific relative status measures, statistical distribution balancing, and nonparametric matching. While allowing for multiple covariate controls, the EI measures the average difference in spouse’s status between intermarriages and matched in-group marriages. To demonstrate the new framework, two analytical examples of status-race and status-age exchange, based on the IPUMS 2000 U.S. Census 5% microdata sample, are used. To verify the new method, replication and simulation studies are also conducted. This approach reduces model dependency, improves flexibility to account for confounders, allows for examination of heterogeneous patterns, speaks to fundamental concepts in status exchange theory, and takes advantage of increasingly available large-scale microdata.
Abstract: The authors propose a new methodological framework for studying status exchange in marriage. As shown in recent debates on status-race or status-beauty exchange, the conventional log-linear modeling approach is prone to controversial specifications and alternative interpretations. This study develops a simple method—the exchange index (EI)—with cohort- and gender-specific relative status measures, statistical distribution balancing, and nonparametric matching. While allowing for multiple covariate controls, the EI measures the average difference in spouse’s status between intermarriages and matched in-group marriages. To demonstrate the new framework, two analytical examples of status-race and status-age exchange, based on the IPUMS 2000 U.S. Census 5% microdata sample, are used. To verify the new method, replication and simulation studies are also conducted. This approach reduces model dependency, improves flexibility to account for confounders, allows for examination of heterogeneous patterns, speaks to fundamental concepts in status exchange theory, and takes advantage of increasingly available large-scale microdata.
"How Do Ancestral Traits Shape Family Trees over Generations?" IEEE Transactions on Visualization and Computer Graphics (2018, with Siwei Fu, Weiwei Cui, Jian Zhao, Huamin Qu)
Teaser and demo video of our visual analytics design/tool "TreeEvo" (working prototype):
Abstract: Whether and how does the structure of family trees differ by ancestral traits over generations? This is a fundamental question regarding the structural heterogeneity of family trees for the multi-generational transmission research. However, previous work mostly focuses on parent-child scenarios due to the lack of proper tools to handle the complexity of extending the research to multi-generational processes. Through an iterative design study with social scientists and historians, we develop TreeEvo that assists users to generate and test empirical hypotheses for multi-generational research. TreeEvo summarizes and organizes family trees by structural features in a dynamic manner based on a traditional Sankey diagram. A pixel-based technique is further proposed to compactly encode trees with complex structures in each Sankey Node. Detailed information of trees is accessible through a space-efficient visualization with semantic zooming. Moreover, TreeEvo embeds Multinomial Logit Model (MLM) to examine statistical associations between tree structure and ancestral traits. We demonstrate the effectiveness and usefulness of TreeEvo through an in-depth case-study with domain experts using a real-world dataset (containing 54,128 family trees of 126,196 individuals).
Index Terms: Quantitative social science, Design study, Multiple tree visualization, Sankey diagram
Index Terms: Quantitative social science, Design study, Multiple tree visualization, Sankey diagram
Patriarchy, Family System and Kin Effects on Individual Demographic Behavior Throughout the Life Course: East Asia, 1678-1945 [2016, PhD Dissertation]
Family matters universally, but the how and why differ by patriarchy and family systems. This thesis not only aims for a better comparative understanding of co-resident kin effects on individual demographic disparities throughout the life course – child survival, lifetime reproductive success, and old-age mortality – across East Asian populations in the past, but also examines how macro family systems condition such micro family influence. I make use of five recently available datasets, consisting of some 4 million panel observations of more than 650,000 individuals who lived between 1678 and 1945 in northeast China, northeast Japan, southeast Korea, and north Taiwan. Most previous comparative population studies compare patterns of associations of family context and individual behavior between separate analyses on each population. This thesis, instead, standardizes, harmonizes, and pools data from all study populations, and employs a multilevel modeling approach to directly examine the effects of the presence/absence of kin and other family structural characteristics at the micro level and to model their interactions with family system measures at the macro level across populations and periods. This thesis provides detailed evidence that, on top of the salient patriarchal influence shared among these East Asian historical populations, macro family system and micro family context interact to shape individual demographic behavior throughout the life course.
Family matters universally, but the how and why differ by patriarchy and family systems. This thesis not only aims for a better comparative understanding of co-resident kin effects on individual demographic disparities throughout the life course – child survival, lifetime reproductive success, and old-age mortality – across East Asian populations in the past, but also examines how macro family systems condition such micro family influence. I make use of five recently available datasets, consisting of some 4 million panel observations of more than 650,000 individuals who lived between 1678 and 1945 in northeast China, northeast Japan, southeast Korea, and north Taiwan. Most previous comparative population studies compare patterns of associations of family context and individual behavior between separate analyses on each population. This thesis, instead, standardizes, harmonizes, and pools data from all study populations, and employs a multilevel modeling approach to directly examine the effects of the presence/absence of kin and other family structural characteristics at the micro level and to model their interactions with family system measures at the macro level across populations and periods. This thesis provides detailed evidence that, on top of the salient patriarchal influence shared among these East Asian historical populations, macro family system and micro family context interact to shape individual demographic behavior throughout the life course.
"Kin and Birth Order Effects on Male Child Mortality: Three East Asian Populations, 1716-1945" Evolution and Human Behavior (2017, with Matteo Manfredini, Satomi Kurosu, Wenshan Yang, and James Z. Lee)
Abstract: Human child survival depends on adult investment, typically from parents. However, in spite of recent research advances on kin influence and birth order effects on human infant and child mortality, studies that directly examine the interaction of kin context and birth order on sibling differences in child mortality are still rare. Our study supplements this literature with new findings from large-scale individual-level panel data for three East Asian historical populations from northeast China (1789–1909), northeast Japan (1716–1870), and north Taiwan (1906–1945), where preference for sons and first-borns are common. We examine and compare male child mortality risks by presence/absence of co-resident parents, grandparents, and other kin, as well as their interaction effects with birth order. We apply discrete-time event-history analysis on over 172,000 observations of 69,125 boys aged 1–9 years old. We find that in all three populations, while the presence of parents is important for child survival, it is more beneficial to first/early-borns than to later-borns. Effects of other co-resident kin are however null or inconsistent between populations. Our findings underscore the importance of birth order in understanding how differential human parental investment may produce child survival differentials between siblings.
Abstract: Human child survival depends on adult investment, typically from parents. However, in spite of recent research advances on kin influence and birth order effects on human infant and child mortality, studies that directly examine the interaction of kin context and birth order on sibling differences in child mortality are still rare. Our study supplements this literature with new findings from large-scale individual-level panel data for three East Asian historical populations from northeast China (1789–1909), northeast Japan (1716–1870), and north Taiwan (1906–1945), where preference for sons and first-borns are common. We examine and compare male child mortality risks by presence/absence of co-resident parents, grandparents, and other kin, as well as their interaction effects with birth order. We apply discrete-time event-history analysis on over 172,000 observations of 69,125 boys aged 1–9 years old. We find that in all three populations, while the presence of parents is important for child survival, it is more beneficial to first/early-borns than to later-borns. Effects of other co-resident kin are however null or inconsistent between populations. Our findings underscore the importance of birth order in understanding how differential human parental investment may produce child survival differentials between siblings.
"New Sources for Comparative Social Science: Historical Population Panel Data from East Asia" Demography (2015, with Cameron Campbell, Satomi Kurosu, Wenshan Yang, and James Z. Lee.)
Abstract: Comparison and comparability lie at the heart of any comparative social science. But, precise comparison is virtually impossible without similar methods and similar data. In recent decades, social demographers, historians, and economic historians have compiled and made available a large number of micro-level datasets of historical populations for North America and Europe. Studies using these data have already made important contributions to many academic disciplines. In a similar spirit, we introduce five new micro-level historical panel datasets from East Asia, including the China Multi-Generational Panel Dataset – Liaoning (CMGPD-LN) 1749-1909, the China Multi-Generational Panel Dataset – Shuangcheng (CMGPD-SC) 1866-1913, the Japanese Ninbetsu-Aratame-Cho Population Register Database – Shimomoriya and Niita (NAC-SN) 1716-1820, the Korea Multi-Generational Panel Dataset – Tansung (KMGPD-TS) 1678-1888, and the Colonial Taiwan Household Registration Database (CTHRD) 1906-1945. These datasets in total contain over 3.7 million linked observations of 610000 individuals and are the first such Asian data to be made available online or by application. We discuss the key features and historical institutions that originally collected these data; the subsequent processes by which the data were reconstructed into individual-level panels; their particular data limitations and strengths; and their potential for comparative social scientific research. |
"Kinship Matters: Long-Term Mortality Consequences of Childhood Migration, Historical Evidence from Northeast China, 1792-1909" Social Science & Medicine (2014, with James Z. Lee)
Abstract: Unlike previous migration studies which mainly focus on individual migration, this article examines the long-term mortality consequences of childhood migration and resettlement. Using a unique Chinese historical population database, we trace 30,517 males from childhood onwards between 1792 and 1909, 542 of whom experienced childhood migration. We apply discrete-time event-history analysis and include a fixed effect of common grandfather to account for unobservable characteristics of the extended family. We also explore the influence of social networks on early-life migration experience by including kin network at destination. Our findings suggest that migration in childhood has substantial long-term effects on survivorship in later ages. From age 16 to 45, kin network at destination mediates the negative effects of childhood migration and lowers mortality risks. Moreover, child migrants who survive to older ages subsequently experience lower mortality. Such findings contribute to a better understanding of the implications of social behavior and social context for human health. |