Democracy Index - Methodology

Methodology

As described in the report, the democracy index is a kind of weighted average based on the answers of 60 questions, each one with either two or three permitted alternative answers. Most answers are "experts' assessments"; the report does not indicate what kinds of experts, nor their number, nor whether the experts are employees of the Economist Intelligence Unit or independent scholars, nor the nationalities of the experts. Some answers are provided by public-opinion surveys from the respective countries. In the case of countries for which survey results are missing, survey results for similar countries and expert assessments are used in order to fill in gaps.

The questions are distributed into the five categories enumerated above. Each answer is translated to a mark, either 0 or 1, or for the three-answer alternative questions, 0.5. With the exceptions mentioned below, seemingly, the sums are added within each category, multiplied by ten, and divided by the total number of questions within the category. There are a few modifying dependencies, which are explained much more precisely than the main rule procedures. In a few cases, an answer yielding zero for one question voids another question; e.g., if the elections for the national legislature and head of government are not considered free (question 1), then the next question, "Are elections... fair?" is not considered, but automatically marked zero. Likewise, there are a few questions considered so important that a low score on them yields a penalty on the total score sum for their respective categories, namely:

1. "Whether national elections are free and fair";
2. "The security of voters";
3. "The influence of foreign powers on government";
4. "The capability of the civil servants to implement policies".

The five category indices, which all are listed in the report, are then averaged to find the democracy index for a given country. Finally, the democracy index, rounded to one decimal, decides the classification of the country, as quoted:

1. Full democracies—scores of 8 to 10.
2. Flawed democracies—scores of 6 to 7.9.
3. Hybrid regimes—scores of 4 to 5.9.
4. Authoritarian regimes—scores of 0 to 3.9.

The report discusses other indices of democracy, as defined e.g. by Freedom House, and argues for some of the choices made by the team from the Economist Intelligence Unit. In this comparison, a higher emphasis has been put on the public opinion and attitudes, as measured by public surveys, but on the other hand, economic living standard has not been weighted as one criterion of democracy (as seemingly some other investigators have done).

The report is widely cited in the international press as well as cited in peer reviewed academic journals.