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. 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.
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
1---2name: demog-research-design3description: Use when defending the research design of a Demography (PAA / Duke University Press) manuscript — choosing among demographic methods (life tables, decomposition, event-history/survival, age-period-cohort, multistate, microsimulation, projections) and, where the question is causal, defending identification. Demography judges each method on its own terms. Strengthens the design; it does not write code.4---56# Research Design (demog-research-design)78Demography accepts a wide variety of methodological approaches but is demanding about each. The design9must credibly connect the argument (`demog-theory-building`) to the demographic evidence. This skill is10method-aware: pick the section that matches your question and defend it against the strongest rival11explanation.1213## When to trigger1415- Choosing the demographic method that actually answers the question16- A reviewer questioned the rate construction, the identification, or the projection assumptions17- Specifying an age-period-cohort, multistate, or microsimulation design18- Justifying why your design adjudicates the rival account from `demog-literature-positioning`1920## Match the method to the question2122- **Life tables** — for survival, life expectancy, and exposure: period vs. cohort, abridged vs.23 complete; multiple-decrement (cause-specific) and multistate (healthy/disabled) where relevant.24- **Decomposition** — to attribute a difference or change in a rate to components: Kitagawa25 (rate vs. composition), Arriaga (age contributions to e0), Horiuchi continuous, Das Gupta26 (multi-factor). Say exactly **what each component means**.27- **Event-history / survival** — for timing and transitions: Cox, parametric, discrete-time, with28 **competing risks** and **multistate** models when several destinations matter; check the29 proportional-hazards assumption.30- **Age-period-cohort** — confront the **identification problem head-on**: APC effects are linearly31 dependent, so state the constraint or modeling assumption (and its substantive justification) you32 rely on; do not present a single "identified" APC partition as if it were assumption-free.33- **Multistate / projections / microsimulation** — make transition rates, the base population, and the34 assumptions (closed/open, period/cohort) explicit; report sensitivity to key assumptions.3536## When the question is causal37- **Identification first.** State the estimand and the assumptions licensing a causal reading38 (ignorability, parallel trends, exclusion, continuity); defend them, don't assert them.39- **Selection and exposure** are demographic hazards: mortality selection, migration selection, and40 differential exposure can masquerade as effects — address them explicitly.41- **Inference.** Cluster at the right level (e.g., household, region, cohort); use survey weights and42 design for complex samples; report uncertainty for derived demographic quantities.43- **Sensitivity.** How strong must an unobserved confounder (or a violated rate assumption) be to44 overturn the result?4546## The adjudication test (Demography-specific)4748For the **single strongest rival explanation** (e.g., compositional change, selection, tempo49distortion), write one sentence: *"If the rival were true rather than my account, the age/cohort50pattern would look like ___; instead it looks like ___."* If you cannot, the design does not yet51identify the contribution.5253## Execution bridge (StatsPAI / Stata MCP)5455Estimate and audit the design, don't only describe it. Full map:56[`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.5758- `detect_design` → `recommend` → fit with `as_handle=true` → `audit_result`.59- **Observational causal claims:** staggered DiD (`callaway_santanna` / `sun_abraham` +60 `bacon_decomposition` + `honest_did_from_result`); IV (`effective_f_test` +61 `anderson_rubin_ci`); RDD (`rdrobust` + `mccrary_test`).62- **Experiments:** randomization-based inference, `romano_wolf` for many-outcome63 family-wise control, and `mediate` for mediation (not naive controlling-away).64- **Sensitivity:** `oster_delta` / `sensemakr` for observational claims.6566Report the effect size in interpretable units; route the full battery to the67appendix/supplement. A run end-to-end (synthetic data, real returns) is in the68[JF execution walkthrough](../../../Journal-of-Finance-Skills/resources/worked-examples/02-execution-walkthrough.md).69## Anti-patterns7071- Running a regression when the question calls for a life table, a decomposition, or an event-history model72- Presenting an APC decomposition without naming the identifying constraint73- Period rates read as cohort experience (or vice versa) without justification74- Ignoring mortality/migration selection in a survival or panel design75- Projections whose assumptions are buried instead of varied and reported7677## Output format7879```80【Method】life table / decomposition / event history / APC / multistate / microsim / projection / causal81【Quantity / estimand】what is being measured or identified82【Key assumption(s)】and how each is defended (name the APC constraint if used)83【Rival ruled out】the adjudication sentence84【Robustness/sensitivity】planned checks85【Next】demog-data-analysis86```8788## Supplementary resources8990- [`../../resources/external_tools.md`](../../resources/external_tools.md) — life-table, decomposition, survival, APC, and microsimulation packages91- [`../../resources/official-source-map.md`](../../resources/official-source-map.md) — Demography scope and methodological breadth