Setting up environment

# List of packages
packages <- c("tidyverse", "infer", "fst", "modelsummary", "effects", "survey", "interactions") # add any you need here

# Install packages if they aren't installed already
new_packages <- packages[!(packages %in% installed.packages()[,"Package"])]
if(length(new_packages)) install.packages(new_packages)

# Load the packages
lapply(packages, library, character.only = TRUE)
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Homework 4 (5%): due by next lecture on March 19th

Instructions: Start a new R markdown for the homework and call it “Yourlastname_Firstname_Homework_4”.

Copy everything below from Task 1 to Task 5. Keep the task prompt and questions, and provide your code and answer underneath.

Remember: you need all the steps for your code to work, including loading your data – otherwise it will not knit.

To generate a new code box, click on the +C sign above. Underneath your code, provide your answer to the task question.

When you are done, click on “Knit” above, then “Knit to Html”. Wait for everything to compile. If you get an error like “Execution halted”, it means there are issues with your code you must fix. When all issues are fixed, it will prompt a new window. Then click on “Publish” in the top right, and then Rpubs (the first option) and follow the instructions to create your Rpubs account and get your Rpubs link for your document (i.e., html link as I provide for the tutorial).

Note: Make sure to provide both your markdown file and R pubs link. If you do not submit both, you will be penalized 2 pts. out of the 5 pts. total.

Task 1

##Graph the histogram distribution using the populist scale (as we did in the tutorial) for the country of Sweden. What do you note?

sweden_data <- read.fst("sweden_data.fst")

##Now, let’s construct our populist scale based on the Norris and Ingelhart (2019) conceptualization, which effectively uses trust items and reverses them (so higher is now anti-trust) to create a populist scale.

# Populist scale (Norris/Inglehart use low levels of trust in parliaments, politicians and parties as an indicator of populism)

# Note: Schafer does it 2 ways, we will focus now on the most straightforward

# Setting values greater than 10 to NA
sweden_data$trstplt <- ifelse(sweden_data$trstplt > 10, NA, sweden_data$trstplt)
sweden_data$trstprl <- ifelse(sweden_data$trstprl > 10, NA, sweden_data$trstprl)
sweden_data$trstprt <- ifelse(sweden_data$trstprt > 10, NA, sweden_data$trstprt)

# Creating and rescaling the trust variable
sweden_data$trust <- scales::rescale(sweden_data$trstplt + sweden_data$trstprl + sweden_data$trstprt, na.rm = TRUE, to = c(0, 100))

# Here's how you would "flip it" because populist is conceived by N + I as 'anti-trust'
# As Schafer explains there are some issues with that conceptualization, but N + I is also widely applied
sweden_data$populist <- scales::rescale(sweden_data$trust, na.rm = TRUE, to=c(100,0))

Let’s take a look at the distribution of values for our populist scale based on Sweden data:

ggplot(sweden_data, aes(x = populist)) +
  geom_histogram(bins = 30, fill = "blue", color = "black") +
  theme_minimal() +
  labs(title = "Distribution of Populist Scale for Sweden",
       x = "Populist Scale",
       y = "Count")
## Warning: Removed 2503 rows containing non-finite values (`stat_bin()`).

##Answer Task 1 NOTE

We can note on the graph that there is a central peak on the 50 mark for populist scale, which indicates a large concentration of responses in the middle range. The Distribution can also be interpreted as being left-skewed, suggesting a higher anti-trust scale. There is also a wide spread of distribution indicated variability among the Swedish population.

Task 2

##Run a linear regression with populist attitudes as the outcome, educational attainment (recoded as a binary “BA or more” and “No BA”), and using the Swedish data. Print the intercept and coefficients only and interpret. Then do a tidy model table displaying the p-value (with digits = 3) and interpret.

##Linear regression code

model_data <- sweden_data %>%
  mutate(
    # Recoding gender
    gndr = case_when(
      gndr == 1 ~ "Male",
      gndr == 2 ~ "Female",
      gndr == 9 ~ NA_character_,
      TRUE ~ as.character(gndr)
    ),

 # Recoding education
    educ.ba = case_when(
      essround < 5 & edulvla == 5 ~ "BA or more",
      essround >= 5 & edulvlb > 600 ~ "BA or more",
      TRUE ~ "No BA"
    ),
    
    # Handle NAs for education levels
    edulvla = ifelse(edulvla %in% c(77, 88, 99), NA_integer_, edulvla),
    edulvlb = ifelse(edulvlb %in% c(5555, 7777, 8888), NA_integer_, edulvlb),
    
    # Explicitly making 'No BA' the reference category
    educ.ba = factor(educ.ba, levels = c("No BA", "BA or more")),

    # Recoding age, setting 999 to NA
    age = ifelse(agea == 999, NA, agea),

    # Recoding cohort variable, setting years before 1930 and after 2000 to NA
    cohort = ifelse(yrbrn < 1930 | yrbrn > 2000, NA, yrbrn),

    # Recoding generational cohorts based on year of birth
    gen = case_when(
      yrbrn %in% 1900:1945 ~ "1",
      yrbrn %in% 1946:1964 ~ "2",
      yrbrn %in% 1965:1979 ~ "3",
      yrbrn %in% 1980:1996 ~ "4",
      TRUE ~ as.character(cohort)  # Keeping other values as character if they do not fit the ranges
    ),

    # Converting cohort to a factor with labels
    gen = factor(gen,
                 levels = c("1", "2", "3", "4"),
                 labels = c("Interwar", "Baby Boomers", "Gen X", "Millennials"))
  )
table(model_data$gen)
## 
##     Interwar Baby Boomers        Gen X  Millennials 
##         4021         5787         4263         3609
sweden_model <- lm(populist ~ educ.ba, data = model_data)
broom::tidy(sweden_model)
## Registered S3 methods overwritten by 'broom':
##   method            from  
##   tidy.glht         jtools
##   tidy.summary.glht jtools
## # A tibble: 2 × 5
##   term              estimate std.error statistic   p.value
##   <chr>                <dbl>     <dbl>     <dbl>     <dbl>
## 1 (Intercept)          51.4      0.181     283.  0        
## 2 educ.baBA or more    -7.87     0.350     -22.5 2.58e-110

##Answer Task 2 NOTE

The average score of (51.35) on the populist scale for individuals who do not have a BA or more. This suggests that higher scores indicate stronger populist values. The educ.baBA or more has a score of (-7.86), therefore means those with higher education have less populist values.

##Finding out the p-value

broom::tidy(sweden_model) |>
knitr::kable(digits = 3)
term estimate std.error statistic p.value
(Intercept) 51.359 0.181 283.363 0
educ.baBA or more -7.868 0.350 -22.494 0

#Answer Task 2 NOTE

P-value is super small, (essentially zero), which indicates that the relationship is statistically significant. The Standard error for the BA or more coefficient is 0.350, which displays that these statistics are precise.

Task 3

Now using the Italian dataset and the authoritarian values scale (as we did in the tutorial), graph the average by survey year. Interpret.

df <- read.fst("italy_data.fst")
## Creates an authoritarian values scale based on human modules items (can also do libertarian value scale)
df <- df %>%
  mutate(behave = ipbhprp,
         secure = impsafe,
         safety = ipstrgv,
         tradition = imptrad,
         rules = ipfrule) %>%
  mutate(across(c("behave", "secure", "safety", "tradition", "rules"),
                ~ na_if(.x, 7) %>% na_if(8) %>% na_if(9))) %>%
  # Apply the reverse coding
  mutate(across(c("behave", "secure", "safety", "tradition", "rules"), ~ 7 - .x ))

# Now you can calculate 'schwartzauth' after the NA recoding
df$auth <- scales::rescale(df$behave + 
                      df$secure + 
                      df$safety + 
                      df$tradition + 
                      df$rules, to=c(0,100), na.rm=TRUE)


df <- df %>% filter(!is.na(auth))
table(df$secure)
## 
##    1    2    3    4    5    6 
##   54  139  626 1856 2876 2881
table(df$auth)
## 
##   0  12  16  20  24  28  32  36  40  44  48  52  56  60  64  68  72  76  80  84 
##   7   4   4   9  13  20  27  57 113 155 163 323 367 596 647 789 823 897 992 733 
##  88  92  96 100 
## 632 465 299 297

Looking at distribution before we proceed:

ggplot(df, aes(x = auth)) +
  geom_histogram(bins = 30, fill = "blue", color = "black") +
  theme_minimal() +
  labs(title = "Distribution of Authoritarian Scale for Italy",
       x = "Authoritarian Scale",
       y = "Count")

##Answer Task 3 NOTE

The graph reveals a rough bell shaped curve, that is slightly skewed to the right, indicating that most individuals score around the middle range of the scale.

df$year <- NA
replacements <- c(2002, 2004, 2006, 2008, 2010, 2012, 2014, 2016, 2018, 2020)
for(i in 1:10){
  df$year[df$essround == i] <- replacements[i]
}
auth_avg <- df %>%
  group_by(year) %>%
  summarize(auth_avg = mean(auth, na.rm = TRUE))

plot_auth <- ggplot(auth_avg, aes(x = year, y = auth_avg)) +
  geom_point(aes(color = auth_avg), alpha = 1.0) + 
  geom_line(aes(group = 1), color = "blue", linetype = "dashed") +  
  labs(title = "Authoritarian Scale Average by Year (Italy)",
       x = "Survey Year",
       y = "Authoritarian Scale Average") +
  theme_minimal() +
  theme(legend.position = "none") +
  scale_y_continuous(limits = c(0, 100))

print(plot_auth)

##Answer Task 3 NOTE

The graph displays a relatively stable mean from 2012 to 2020, and hovers around the 75 mark. This suggests that over the span of a decade, authoritarian attitudes have remained the same.

Task 4

Now run a linear regression model, using the modelsummary package, with authoritarian values as the outcome, and generations as the predictor/potential explanatory variable, and using the Italian data again. Rename the coefficients using the coef_rename function. Interpret the coefficients, whether they are statistically significant, and the adjusted R-squared.

model_data <- df %>%
  mutate(
    # Recoding gender
    gndr = case_when(
      gndr == 1 ~ "Male",
      gndr == 2 ~ "Female",
      gndr == 9 ~ NA_character_,
      TRUE ~ as.character(gndr)
    ),

 # Recoding education
    educ.ba = case_when(
      essround < 5 & edulvla == 5 ~ "BA or more",
      essround >= 5 & edulvlb > 600 ~ "BA or more",
      TRUE ~ "No BA"
    ),
    
    # Handle NAs for education levels
    edulvla = ifelse(edulvla %in% c(77, 88, 99), NA_integer_, edulvla),
    edulvlb = ifelse(edulvlb %in% c(5555, 7777, 8888), NA_integer_, edulvlb),
    
    # Explicitly making 'No BA' the reference category
    educ.ba = factor(educ.ba, levels = c("No BA", "BA or more")),

    # Recoding age, setting 999 to NA
    age = ifelse(agea == 999, NA, agea),

    # Recoding cohort variable, setting years before 1930 and after 2000 to NA
    cohort = ifelse(yrbrn < 1930 | yrbrn > 2000, NA, yrbrn),

    # Recoding generational cohorts based on year of birth
    gen = case_when(
      yrbrn %in% 1900:1945 ~ "1",
      yrbrn %in% 1946:1964 ~ "2",
      yrbrn %in% 1965:1979 ~ "3",
      yrbrn %in% 1980:1996 ~ "4",
      TRUE ~ as.character(cohort)  # Keeping other values as character if they do not fit the ranges
    ),

    # Converting cohort to a factor with labels
    gen = factor(gen,
                 levels = c("1", "2", "3", "4"),
                 labels = c("Interwar", "Baby Boomers", "Gen X", "Millennials"))
  )
table(model_data$gen)
## 
##     Interwar Baby Boomers        Gen X  Millennials 
##         1026         2580         2214         1811
model1 <- lm(auth ~ gen, data = model_data)
model2 <- lm(auth ~ gndr, data = model_data)
model3 <- lm(auth ~ educ.ba, data = model_data)
modelsummary(
  list(model1),
  fmt = 1,
  estimate  = c( "{estimate} ({std.error}){stars}"),
  statistic = NULL,
  coef_omit = "Intercept")
 (1)
genBaby Boomers −1.1 (0.6)*
genGen X −2.1 (0.6)***
genMillennials −3.6 (0.6)***
Num.Obs. 7631
R2 0.006
R2 Adj. 0.006
AIC 62934.0
BIC 62968.7
Log.Lik. −31462.009
RMSE 14.94

##Answer Task 4 NOTE

Coefficients Interpretation:

genBaby Boomers (-1.1): The coefficient for Baby Boomers is -1.1, which suggests that individuals belonging to the Baby Boomer generation score, on average, 1.1 points lower on the authoritarian scale than the reference category, which is likely the Interwar generation (the oldest cohort, usually taken as the baseline). The asterisk (*) indicates that this difference is statistically significant, albeit likely at a p-value just under 0.05 since it only has one star.

genGen X (-2.1): Generation X scores, on average, 2.1 points lower on the authoritarian scale compared to the reference category. The three asterisks (***) denote that this result is highly statistically significant, with a p-value much less than 0.001.

genMillennials (-3.6): Millennials score, on average, 3.6 points lower on the authoritarian scale than the reference category. The three asterisks (***) indicate this is also highly statistically significant.

R2 (0.006): The R-squared value tells us that the model explains 0.6% of the variance in authoritarian values, which is quite low, suggesting that other factors not included in the model might play a substantial role.

Task 5

Now visualize, using the modelplot() function from the modelsummary package, coefficient estimates and 95% confidence intervals for the following three models:

Model 1 = populist attitudes scale as the outcome; left/right as the single predictor (omitting moderates as we did in the tutorial), and using data for Greece.

Model 2 = populist attitudes scale as the outcome; gender as the single predictor, and using data for Greece.

Model 3 = populist attitudes scale as the outcome; generations as the single predictor (using the four generational category recode we did in the tutorial), and using data for Greece. Interpret.

df <- read.fst("greece_data.fst")

model_data <- df %>%
  mutate(
    # Recoding gender
    gndr = case_when(
      gndr == 1 ~ "Male",
      gndr == 2 ~ "Female",
      gndr == 9 ~ NA_character_,
      TRUE ~ as.character(gndr)
    ),

 # Recoding lrscale
    ID = case_when(
      lrscale %in% 0:3 ~ "Left",                    # Values 0 to 3 in 'lrscale' are categorized as "Left"
      lrscale %in% 7:10 ~ "Right",                  # Values 7 to 10 in 'lrscale' are categorized as "Right"
      lrscale %in% 4:6 ~ "Moderate",                # Values 4 to 6 in 'lrscale' are categorized as "Moderate"
      lrscale %in% c(77, 88, 99) ~ NA_character_    # Values 77, 88, 99 in 'lrscale' are set as NA
    ),
    age = ifelse(agea == 999, NA, agea),

    # Recoding cohort variable, setting years before 1930 and after 2000 to NA
    cohort = ifelse(yrbrn < 1930 | yrbrn > 2000, NA, yrbrn),

    # Recoding generational cohorts based on year of birth
    gen = case_when(
      yrbrn %in% 1900:1945 ~ "1",
      yrbrn %in% 1946:1964 ~ "2",
      yrbrn %in% 1965:1979 ~ "3",
      yrbrn %in% 1980:1996 ~ "4",
      TRUE ~ as.character(cohort)  # Keeping other values as character if they do not fit the ranges
    ),

    # Converting cohort to a factor with labels
    gen = factor(gen,
                 levels = c("1", "2", "3", "4"),
                 labels = c("Interwar", "Baby Boomers", "Gen X", "Millennials"))
  )
table(model_data$gen)
## 
##     Interwar Baby Boomers        Gen X  Millennials 
##         2978         3484         3498         2330
# Populist scale (Norris/Inglehart use low levels of trust in parliaments, politicians and parties as an indicator of populism)

# Note: Schafer does it 2 ways, we will focus now on the most straightforward

# Setting values greater than 10 to NA
df$trstplt <- ifelse(df$trstplt > 10, NA, df$trstplt)
df$trstprl <- ifelse(df$trstprl > 10, NA, df$trstprl)
df$trstprt <- ifelse(df$trstprt > 10, NA, df$trstprt)

# Creating and rescaling the trust variable
df$trust <- scales::rescale(df$trstplt + df$trstprl + df$trstprt, na.rm = TRUE, to = c(0, 100))

# Here's how you would "flip it" because populist is conceived by N + I as 'anti-trust'
# As Schafer explains there are some issues with that conceptualization, but N + I is also widely applied
populist <- scales::rescale(df$trust, na.rm = TRUE, to=c(100,0))
models <- list(
   "Model 1" = lm(populist ~ ID, data = model_data),  # Assuming 'left_right' is defined
   "Model 2" = lm(populist ~ gndr, data = model_data),
   "Model 3" = lm(populist ~ gen, data = model_data))
modelsummary(models, fmt = 1,
  estimate  = c("{estimate} ({std.error}){stars}",
                "{estimate} ({std.error}){stars}",
                "{estimate} ({std.error}){stars}"),
  statistic = NULL)
Model 1  Model 2  Model 3
(Intercept) 72.4 (0.6)*** 70.0 (0.3)*** 65.8 (0.5)***
IDModerate −3.0 (0.7)***
IDRight −10.5 (0.8)***
gndrMale −1.0 (0.5)*
genBaby Boomers 3.5 (0.7)***
genGen X 5.6 (0.7)***
genMillennials 5.8 (0.7)***
Num.Obs. 8012 9823 9562
R2 0.029 0.000 0.009
R2 Adj. 0.029 0.000 0.009
AIC 72094.6 88873.2 86473.9
BIC 72122.5 88894.8 86509.7
Log.Lik. −36043.288 −44433.590 −43231.944
RMSE 21.75 22.30 22.25

##Answer Task 5 NOTE

Model 1 (Political Orientation) IDModerate: The coefficient of -3.0 suggests that individuals who identify as politically moderate score, on average, 3 points lower on the populist scale compared to the left-leaning individuals (the omitted category). The statistical significance (, p < 0.001) indicates a strong confidence that being moderate is associated with lower populist attitudes. IDRight: The coefficient of -10.5 indicates that right-leaning individuals score 10.5 points lower on the populist scale than left-leaning individuals, with a high level of statistical significance (, p < 0.001).

Model 2 (Gender) gndrMale: Males score, on average, 1.0 point lower on the populist scale compared to females, with marginal statistical significance (*, p < 0.05). The confidence interval is close to zero, suggesting that it may not be significant.

Model 3 (Generations) genBaby Boomers: Baby Boomers score 3.5 points higher on the populist scale compared to the reference group (likely the Interwar generation), which is statistically significant (, p < 0.001). This suggests that Baby Boomers exhibit more populist attitudes. genGen X: Individuals from Generation X score 5.6 points higher on the populist scale, also significant (, p < 0.001). genMillennials: Millennials score 5.8 points higher, indicating the highest populist attitudes among the generational cohorts, with strong statistical significance (***, p < 0.001).

The R-squared values suggest that Model 1 explains about 2.9% of the variance in populist attitudes, while Models 2 and 3 explain less than 1%. These low values indicate that other unexamined factors also influence populist attitudes.

modelplot(models, coef_omit = 'Interc')

##Answer Task 5 NOTE

Overall, the plot displays the generational cohort and political orientation have a statistical significant impact on populist attitudes in Greece. Displaying younger generations and left leaning individuals show higher levels of populist view.

Gender also shows an effect as well, but the confidence interval and the effect size suggest its less pronounced compared to political orientation.

End