From: Social Problems Vol. 39 No. 4 November 1992  Pp. 421-446

 

Labor Surplus and Punishment: A Review and Assessment of Theory and Evidence

 

THEODORE G. CHIRICOS, Florida State University

 

MIRIAM A. DELONE, University of Nebraska at Omaha

 

        Since the pioneering work of Rusche and Kirchheimer (1939), the theoretical links between labor surplus and punishment have seen extensive development. Eleven of those links described here are mediated by economic, political, and ideological factors such as the value of labor, the systemic needs of capitalism, and the ideology of judges and their communities. The sophistication of theorizing about labor surplus and punishment is matched with skepticism about the corresponding empirical evidence which has been termed "elusive" and "contradictory" at best. The results from 44 empirical studies are systematically assessed. The evidence suggests that independent of the effects of crime, labor surplus is consistently and significantly related to prison population, and to prison admissions when time‑series and individual level data are used. The relationship of labor surplus and punishment appears slightly stronger when age, race, and gender specific measures are employed. The limita­tions of existing research, in light of theoretical developments, are discussed.

 

The role of state punishment in controlling labor surplus was described historically in the seminal work of Rusche and Kirchheimer (1939). Since then, a variety of accounts (Adamson 1984; Foucault 1979; Melossi and Pavarini 1981) have elaborated that historical assessment. More recently, the link between labor surplus and punishment has received extensive empiri­cal attention. In fact, at least 44 studies have been published in the past 20 years that provide empirical evidence for the labor surplus‑punishment relationship.

This paper's objective is to review that empirical evidence in light of theoretical formula­tions that have evolved from the original Rusche and Kirchheimer thesis. The goal is to assess not only the results of research on labor surplus and punishment but to assess the "empirical plausibility" (Spitzer 1980) of those theoretical formulations. In a number of ways, it appears that research lags considerably behind theory in this regard and we hope this discussion will highlight directions for further research.

 

Theoretical Linkages: Labor Surplus and Punishment

 

Before summarizing the results of empirical research on this issue, we briefly describe several theoretical models used to account for the relationship of labor surplus to punishment. They are not intended to exhaust the theoretical issues attending that relationship, but rather to highlight key concepts and linkages that may be more or less well reflected in the research reviewed below.

Theorizing about punishment and surplus labor has clustered around three principal is­sues: the value of labor, systemic needs of capitalism, and judicial action. Specific theoretical contributions have sometimes involved more than one of these, but generally they have em­phasized that the link between surplus labor and "harsher punishment"' is mediated by (1) the diminished value of labor, (2) the structural or systemic needs of capitalism, or (3) the interaction of ideology and the motivated action of judges and others. A visual summary of these theoretical linkages, which we will discuss in detail, is provided in Figure 1.

These explanatory sketches are not mutually exclusive. Instead, they complement one another by reflecting different levels and issues of analysis. From top to bottom, the first is principally economic, the second political, and the third ideological. Despite the importance of dialectic relationships in the intellectual roots of much of this theorizing, these linkages have generally been developed in unidirectional terms; this is reflected in Figure 1.

 

Value of Labor Power

 

One of Rusche and Kirchheimer's central arguments was that during periods of labor surplus, as in Europe during the first half of nineteenth century, harsh punishments replaced the exploitation of labor by the state. Several of the reasons for this shift involve the dimin­ished value of labor. First, "the profit which had accrued to prison managers when men were scarce and wages high disappeared" and with it, both the motive and means for maintaining reasonable prison (work) conditions (1939:108). Thus, harsher conditions of prison punish­ment were a direct by‑product of prison labor's lower value.

A second factor relates to the value of free labor and the necessity of reproducing it. For example, during the first half of the nineteenth century, wages were "frequently lower than the minimum necessary to reproduce the labor power of . . . workers" (1939:108). For prisons to avoid undermining the compulsions of free wage labor, the principle of "less eligibility" required that "the upper margin for the maintenance of the prisoners" be kept "below the living standard of the lowest classes of the free population" (1939:108).

Finally, Rusche and Kirchheimer noted that conditions of labor surplus not only impov­erished the working class but increased the motivation for crime. Citing Engels' observation that "want leaves the workingman the choice between starving slowly, killing himself speed­ily, or taking what he needs where he finds it," the authors noted that "the poorer the masses became, the harsher the punishments in order to deter them from crime" (1939:18).

The intervening mechanism of criminal motivation is a direct consequence of the dimin­ished value of labor during conditions of labor surplus. However, several authors have de­scribed the deterrent role of punishment in relation to unemployment without explicit mention of labor value, but its role is readily inferred. For example, Greenberg notes:

 

Persons who are unemployed can be assumed to have a greater incentive to steal .... If this reason‑

ing is correct . . . judges will respond to this by imposing prison sentences more frequently

(1977:648).

 

Similarly, Jankovic hypothesized that "a rise in unemployment will lead to an increase in prison commitments" because "the policy of deterrence dictates an intensification of punishment in order to combat the increased temptation to commit crime" (1977:20). In short, labor surplus is presumed to reduce the value of labor, which makes prison labor less profita­ble, prison conditions less palatable, and criminal motivation more likely. Each of these con­tributes to harsher punishments.

 

Structural Requisites

 

A second line of theorizing is grounded in structural accounts of the state's roles in repro­ducing capitalist productive relations (Carnoy 1984; Poulantzas 1978). As several theorists have noted, those roles principally address systemic needs of accumulation, legitimation, and control. To some degree, the profitable exploitation of prison labor discussed above, and the principle of less eligibility, both involve the state directly in the process of accumulation.

But a number of authors have argued that surplus labor creates problems of legitimacy and control that the state's punitive apparatus helps to address. The control of surplus popula­tions is considered a means to preclude questions about the legitimacy of a system of produc­tive relations that continually makes human workers redundant.

Spitzer noted that surplus populations, while increasingly characteristic and necessary in state‑monopoly capitalism, can nevertheless "undermine the ideology of equality so essential to the legitimation of [capitalist] production relations" (1975:643). He noted further that such populations "must be neutralized or controlled if production relations and conditions for in­creased accumulation are to remain unimpaired" (1975:645). In this context, the legal system helps to control that portion of surplus labor that is young, active, and potentially most threat­ening‑what Spitzer termed "social dynamite" (1975:646).

Similar views have been developed by Wallace (1980) and Adamson (1984). Wallace noted that "legitimization" of the capitalist order is assisted by the activity of the criminal justice system, "whose function, in part is to contain and maintain labor power" (1980:59). Adamson attributed harsh regimes of punishment, in part, to the "potential political threat" posed by surplus labor during the troughs of business cycles (1984:437).

The need to control surplus labor has also been described without specifically raising the question of legitimacy. For example, Lynch noted that "marginalized workers" are not sub­ject to traditional "work‑place controls" and so "incarceration becomes one method for con­trolling marginalized labor" (1988:322). Similarly, Jankovic suggested that "imprisonment can be used to regulate the size of the surplus labor force" (1977:20) and Quinney contended that "criminal justice is the modern means of controlling surplus population" (1977:131).

Resonating with Spitzer's concept of "social dynamite," several authors have sharpened the focus of systemic control needs. For example, Myers and Sabol wrote that "prisons seem to siphon off the most superfluous class of workers, such as young black men" (1987:48), while Box and Hale hypothesized that the relationship between unemployment and imprisonment will be strongest for young males (1982:26). Melossi has written that "dangerous classes" have come to be "defined by a mix of economic and racial, ethnic and national references" so that unemployed young black males have likely become "a privileged target group for imprison­ment" in the United States and England (1989:317).

 

 

 

Judicial Agency and Ideology

 

A third approach to the relationship between labor surplus and punishment has empha­sized the human "agency" and ideology of criminal justice personnel, primarily judges. Greenberg (1977) was one of the first to take this approach when he argued that to explain the strong empirical link between rates of unemployment and incarceration it is

 

plausible to assume that judges are less willing to grant probation to offenders when they are unem­ployed, or that unemployment affects levels of community tolerance toward offenders, to which judges respond in sentencing (1977:650).

 

Similarly, Box and Hale (1982) looked at the "everyday micro‑processes of interaction between the accused and the accusers and the perceptions of judicial decision‑makers" (1982:21) to address what they described as "lacunae" in the structural approaches discussed above. In their view, structural explanations that remain at the level of system needs invite an implicit "conspiracy account in which the powerful deliberately attempt to fragment and . . . discipline the unemployed by increasing the rates of . . . imprisonment" (Box and Hale 1982:21).

Box and Hale's approach attempts to provide "agency" without conspiracy by focusing on "unintended consequences" flowing from the aggregated responses of individual judges who "routinely" respond to defendant attributes such as unemployment.

 

If, as it is likely, many of them believe the orthodox view that unemployment causes more crime . . . then extending the use and severity of imprisonment . . . will appear to them as nothing less than a normal and rational response. In the aggregate these decisions . . . shore up an economic and social system threatened by its contradictions. But clearly, this objective consequence was not intended by the individuals whose decisions brought it about (Box and Hale 1982:23).

 

Both Box (1987) and Hale (1989b) have independently developed elements of the forego­ing position. Box contended that various crime control actors, from the police to the judiciary, each make an "unintended and unwitting" contribution to "reducing anxieties created by the existence of population surplus" (1987:133). These anxieties, in combination with the belief that “unemployment causes crime” presumably structure the outcomes of judicial action.

Reflecting on the background and training of magistrates, Hale observed that

 

Their natural constituency is "conservative" and especially the preservation of private property. Consequently rises in the level of unemployment is [sic] likely to be a source of deep anxiety to them since they believe that the unemployed are weak and amoral and therefore more likely to be crimi­nal (1989b:347).

 

Melossi (1985a, 1985b, 1989) has also reacted to the limits of purely structural explana­tions. Regarding the "great synchrony" of movement that characterizes unemployment and imprisonment, Melossi stressed that what frequently "pass for explanations are some magic structuralist formulas about 'the needs of capital' or the 'need for social control' "(1985b:205). The problem, according to Melossi, is that such explanations "hypostatize collectivities' behav­ior in a way which is independent from the motivated actions of the actual persons involved" (1985b:205).

Melossi (1989:319) argued that neither the state nor the motives of individual agents of control need be invoked to account for the labor surplus/punishment relationship. He sug­gested that explanations consider what he terms a "discursive chain" that links business cy­cles with the conditions of punishment. From this perspective,

 

In periods of economic decline, a "discursive chain" of punitiveness and severity spreads across society, linking the attitude of "moral panic" expressed by business leaders and "moral entrepre­neurs" to the ways in which citizens, police, courts and correctional authorities perceive behavior as deviant and/or criminal (1985a:183).

 

The three principal types of explanation for the link between labor surplus and punish­ment have emphasized (1) the economic value of labor and the motive for economic crime; (2) the political needs of capital, especially legitimation and control; and (3) the ideological com­ponents of agency, especially beliefs about the causes of crime and perceptions of moral panic. The question we address in the remainder of this paper is whether and to what extent the accumulated evidence of empirical research supports or even addresses the theoretical consid­erations articulated above.

 

Review of Research Findings

 

As noted above, the theoretical links between labor surplus and punishment have been clarified extensively over the past 20 years. Less clear, however, is the nature of empirical support for the labor surplus‑punishment thesis. Even among those researching this issue, which is most often operationalized as unemployment and imprisonment, there is some uncertainty over what the accumulated evidence really shows.

At one extreme, Parker and Horwitz concluded that "the available evidence suggests a genuine lack of a relationship" (1986:769). At the other, Inverarity and Grattet asserted that "the key finding of this [accumulated] research is that unemployment rates directly affect imprisonment holding crime rates constant" (1989:351).

More typical are assessments that describe this evidence as "conflicting" (Inverarity and McCarthy 1988) "elusive" (Melossi 1989), or "contradictory" (Michalowski and Pearson 1990). Some have suggested that the relationship is likely contingent on estimation technique (Inver­arity and Tedrow 1988) or scope conditions (Inverarity and McCarthy 1988) for the analysis. Whatever the merit of these assessments, none makes reference to more than a dozen prior studies.

This paper examines the findings of 44 studies reporting empirical assessments of the relationship between labor surplus and punishment. Thirty‑four of the studies have been published since 1980 and all but one since 1976. Our initial objective is to assess under what conditions the relationship is most often positive and significant. In this respect, we are ex­ploring the contingencies of the relationship as suggested by Inverarity and his colleagues.

The objective here is similar to that accomplished by "meta‑analysis" (Glass, McGaw, and Smith 1981; Hunter, Schmidt, and Jackson 1982). This technique is not used at this time because most of the studies reviewed make use of regression; Hunter, Schmidt, and Jackson caution that "slopes and covariances are comparable across studies only if exactly the same instruments are used to measure the independent and dependent variables in each study. It is a rare set of studies in which this is true" (1982:33‑34).           

Appendix A summarizes the methodology and findings of aggregate level research and Appendix B does the same for studies using individual level data. The first column of Appen­dix A identifies the author, place studied, and the number of estimates from that research included in this review. Each row in Appendix A reports a discrete estimate of the relation­ship of surplus labor to punishment from a particular study. Sometimes the differences be­tween estimates are subtle and may not be apparent until one reads across to the dependent variables.

If the only difference between estimates from a given study is the number of independent variables included, all are excluded except that estimate which (1) the authors considered the "best fitting" or (2) had the largest number of independent variables. This was done to keep the number of estimates from a given study within reasonable limits.

The next six columns of Appendix A describe methodological conditions of the research, such as unit of analysis, year(s) of study, the type of analysis or estimation technique, the number of variables in the estimating equation, the labor market indicator used, and whether or not the estimate controls for crime. The symbols used for labor market indicator and type of analysis are identified in the legend at the end of the table.

The columns on the far right of Appendix A specify the measure of punishment included in each estimate‑prison admissions or prison population. Within these columns, the direc­tion, (+) or (‑) of a particular estimate, is shown as well as its statistical significance (*). Letters or superscripts adjacent to the (+) or (‑) symbols further specify conditions of the relationship (e.g., male admissions, female prison population, etc.).

Appendix B provides a similar description of methodology and results from studies using individual level data. The first column indicates author and place studied. The next eight columns describe the year(s) of data collection; type of sample studied; method of analysis or estimation technique; labor market indicator; subsamples examined; number of variables in

the equation; and whether or not the analysis controlled for the defendant's race, gender, crime seriousness, or prior record. The final two columns of Appendix B show the direction,

(+) or (‑), and significance (*) of the relationship between a defendant's labor market status and either admission to incarceration or the severity of sentence.

 

Table 1 •     Summary of Direction and Statistical Significance for Relationship between Labor Surplus and Punishment

 

                                                                                                   % Positive &          % Negative &

                                          (N)        % Positive       % Negative          Significance            Significance

All Studies                         262             87                  13                      57                        3

Prison Admissions             147             86                  14                      60                        5

Prison Population               95             93                   7                      64                        3

Prison Severity                    20             70                  30                      25                        5

National                              90             93                   8                      66                        1

Regional                              56             82                  17                      60                        9

State                                    43             85                  15                      34                        4

County                                09            100                  0                      78                        0

Individual                            54             70                  30                      25                        4

Time‑Series                       147             90                  10                      71                        4

Cross‑Section                      61             85                  15                      44                        3

Control Crime                    174             83                  17                      55                        6

Not Control Crime              88             95                   5                      66                        0

Social Dynamite                  51             94                   6                      63                        0

Not Social Dynamite         211             85                  15                      56                        5

 

Table 1 reports the frequency of positive and significant positive relationships between labor surplus and the several measures of punishment found in Appendices A and B. It also reports those frequencies for findings under different methodological conditions. The 44 stud­ies reviewed produce a total of 262 estimates of the labor surplus‑punishment relationship.

It is important to note that such an accounting of results gives equal "weight" to each of the relationships produced by research of highly diverse quality and sophistication. No attempt is made here to assess the relative merits of the individual studies reviewed. We recog­nize the value of such a qualitative assessment and consider it to be a fruitful "next step" in the study of this important question. While the numerical calculus of research results does not "speak for itself " it does help to establish the parameters of "empirical plausibility" for the relationship and the limits of existing research in relation to theory.

For all studies included in this review, Table 1 shows the relationship of labor surplus to punishment is more than six times as likely to be positive (87 percent) as negative (13 percent) and nineteen times as likely to be significant and positive (57 percent) as significant and nega­tive (3 percent). While this finding offers substantial support for the link between labor sur­plus and punishment, our objective is to explore the conditions under which this relationship may be enhanced or diminished.

 

Type of Punishment

 

Table 1 compares the evidence for three different measures of punishment: prison admis­sions, prison populations, and severity of prison sentences. The strongest support for the Rusche and Kirchheimer thesis is found for prison population with positive (93 percent) and significant and positive (64 percent) results slightly higher than for prison admissions, (86 and 60 percent). Severity of prison sentence, involving only individual level data and a small number of cases, has the lowest frequency of positive (70 percent) and significant (25 percent) findings. However, even for these, the weakest results in Table 1, the labor surplus‑punish­ment relationship is significant five times more often than could be expected by chance alone.

If prison population is, in fact, more responsive to labor surplus than prison admissions, this may suggest a cumulative impact of unemployment that is greater than its immediate impact More important, it may indicate that both the "front door" and "back door" of prisons play a meaningful role in controlling surplus population as several have suggested (Inverarity and Grattet 1989; Wallace 1980).

 

Level of Aggregation

 

Support for the relationship of labor surplus to punishment appears strong at every level of aggregation. Excluding county level data, which involve too few estimates to be conclu­sive, Table 1 shows that studies using national data have the greatest likelihood of positive (93 percent) and significant (66 percent) relationships. Regional estimates produce positive (82 percent) and significant (60 percent) estimates slightly less often. Even the "weakest" support for the relationship of labor surplus to punishment shows positive relationships more than 70 percent of the time for individual data, 85 percent of the time for state data, and significant results that are five and seven times more likely than chance.

The strength of national estimates of the relationship of labor surplus to punishment is somewhat surprising in light of the fact that both labor markets and punishment policies are more local than national. Certainly, regional, state, and county estimates could be regarded as more appropriate levels of aggregation. The results for state level data are due largely to very weak results for cross‑sectional estimates of prison admissions (Table 2) that compose most of the state level findings. Though based on too few estimates, the results using county data suggest the desirability of aggregation below that of the state.

 

Time‑Series vs. Cross Section

 

Much has been made of the relative merits of time‑series and cross‑sectional approaches to this question. For example, Galster and Scaturo (1985) dismissed time‑series results alto­gether. It is true that time‑series estimates at the national level can be expected to produce significant effects due to the canceling of measurement error between subunits and the tendency for national series to rise together over time. But as Inverarity and Tedrow (1988) have argued, there can be compelling problems with either time‑series or cross‑sectional approaches.

More than two‑thirds of the aggregate estimates of the labor surplus‑punishment relation­ship involve time‑series. While cross‑sectional results offer somewhat more support for the thesis that they are related than some have allowed (Inverarity and Tedrow 1988), results for time‑series are more often positive (90 percent vs. 85 percent) and substantially more often significant (71 percent vs. 44 percent). Almost all (90 percent) of these time‑series involve national or regional data and as noted above, can be expected to produce significant findings more often than cross‑sectional estimates.

One measure of how meaningful the strong time‑series results found here may be is pro­vided by comparing them with similar results using other national level data. If, as some argue, national time‑series are predisposed to significant findings, the question is whether the labor surplus/punishment results are stronger than for other series. A recent review of unem­ployment and crime rate research (Chiricos 1987) provides the most salient comparison. That review reported national time‑series estimates that were 75 percent positive and 36 percent significant. The present time‑series estimates are 90 percent positive and 71 percent signifi­cant, suggesting a relationship that is even more consistently confirmed and may well be meaningful.

 

Controlling for Crime

 

One of the most important theoretical issues involving the relationship of labor surplus to punishment is the extent to which it is mediated by crime. While prison admissions and populations could be expected to expand as crime is stimulated by unemployment (Box 1987; Chiricos 1987), a key element of theorizing is that labor surplus has a direct effect on punish­ment independent of its indirect effect on crime. Not controlling for crime confounds the direct and indirect effects of labor surplus, while controlling for crime isolates its direct effects.

Table 1 compares findings that do and do not control for crime.  Relationships without controls for crime have positive (95 percent) and significant (66 percent) results more often than those with controls for crime (83 percent and 55 percent). These results suggest that while labor surplus probably has an indirect impact on punishment through its influence on crime, there is clearly a direct and substantial labor surplus‑punishment link that is independ­ent of the mediating influence of criminal behavior.

 

Social Dynamite

 

A final contingency of labor surplus‑punishment research addresses the hypothesis that the state's punitive apparatus is mobilized to control "social dynamite." As noted previously, "social dynamite" refers to surplus labor that is young, active, and potentially threatening, both materially and symbolically, to established interests (Spitzer 1975). For this purpose, we compared the relationship of labor surplus to punishment for estimates that involve young and/or male and/or black subsamples. The relationship is expected to be stronger for such groups than for others. The data from Table 1 moderately support that expectation. Estimates that are specific to categories of "social dynamite" are almost always positive (94 percent) and are significant almost two‑thirds (63 percent) of the time. Results not limited to these subsam­ples (but certainly also including them) are only slightly less supportive of the labor surplus-­punishment thesis.

 

Prison Admissions and Populations Compared

 

Table 2 describes the relationship of labor surplus to punishment separately for prison admissions and prison population under varying methodological conditions. What is striking about the data in Table 2 is the remarkable consistency of the findings. With the outstanding exception of cross‑sectional estimates of prison admissions, the frequency of positive labor­-surplus punishment results never drops below 85 percent for admissions and 90 percent for population. Making the same single exception, significant results are achieved for both meas­ures of punishment at least 50 percent of the time.

 

Table 2 • Summary of Direction and Statistical Significance for Labor Surplus arid Prison

Admissions and Population Under Varying Methodological Conditions

                                                                             % Positive &                % Negative &

(N)             % Positive              % Negative               Significance                     Significance

 

Prison Admissions               147             86                  14                     60                        5

   Time‑Series                       88             89                  11                     72                        5

   Cross‑Section                    25             72                  28                       4                        8

   Individual                          34             91                    9                     52                        3

   Control Crime                   86             85                  15                     57                        3

   Not Control Crime            61             89                  11                     54                        7

Prison Population                 95             93                    7                     64                        3

   Time‑Series                       59             92                    8                     69                        3

   Cross‑Section                    36             94                    6                     56                        0

   Control Crime                   60             90                  10                     65                        3

    Not Control Crime            35             97                    3                     63                        0

          A closer look at cross‑sectional findings in Table 2 is revealing. For prison admissions, positive (72 percent) and significant positive (4 percent) results, though based on a small number of estimates, are easily the weakest in this review. But cross‑sectional estimates of prison population produce positive (94 percent) and significant (56 percent) results that are much more consistent with those from time‑series. All of the cross‑sectional estimates use data for states. For that level of aggregation, it is clear that cross‑sectional methodologies have not described the kind of relationship found in all other methodological contexts of this review.                                                                                                                                                               

One explanation for the weaker prison admission results may be that annual admissions involve more random fluctuation due to transitory factors that are difficult to measure and model (e.g., local political campaigns or highly publicized crimes). For prison populations such "noise" is likely averaged out over time resulting in more stable estimates. It is also worth noting that one half of the cross‑sectional findings for admissions are produced by a single study (Galster and Scaturo 1985) which is responsible for seven of the eight negative results in this category and only one significant positive result. Inverarity and Tedrow (1988) have raised questions about the approach used in this study.

It is worth noting that individual level results, including the severity of punishment de­scribed in Table 1, were relatively weak (70 percent positive; 25 percent significant). How­ever, individual results for labor surplus‑punishment involving only admissions in Table 2 were comparatively strong, with 91 percent positive and 52 percent significant.

 

Discussion and Implications

 

This review is not intended to "prove" anything about the link between labor surplus and punishment; the limitations of our method, and of social science generally, see to that. In­stead, we have examined what Spitzer (1980:184) calls the "empirical plausibility" of a rela­tionship that has stimulated a rich diversity of theoretical insights but only equivocal as­sessments of empirical support.

What is empirically plausible about the relationship of labor surplus to punishment on the basis of this review? The following possibilities are suggested:

 

1. Labor surplus is consistently and significantly related to prison populations.

2. The relationship appears to be direct and independent of the mediating influence of crime.

3. The relationship holds for cross‑sectional as well as for time‑series estimates.

4. Labor surplus is consistently and significantly related to prison admissions when aggregate time­ series and individual level data are used.

5. The relationship also appears to be direct and independent of the mediating influence of crime.

6. Labor surplus appears insignificantly related to prison admissions when cross‑sectional aggregate methodologies are used.

7. Support for the relationship is consistent at all levels of aggregation except the state level, which has been used predominantly in cross‑sectional estimates of prison admissions.

8. For individual level data, labor surplus is consistently and significantly linked with prison admis­sions, but much less so with severity of prison sentence.

9. For the young and/or blacks and/or males, the relationship is slightly more consistent and signifi­cant than for others.

 

In short, it is empirically plausible to argue that the relationship of labor surplus to pun­ishment is not as "contradictory" or "elusive" as some have suggested. Indeed, when com­pared with other reviews of large bodies of research (e.g., Chiricos 1987; Hagan 1974; Kleck 1981) the apparent consistency and significance of the findings are impressive. Even more impressive is the fact that such results are produced by research using measures of labor sur­plus and punishment that capture only a portion of the underlying phenomena.

In this regard, it is important to remember that 96 percent of the findings of a relation­ship are based on official measures of unemployment which, as is widely known, underesti­mate the amount of labor surplus by as much as one‑half (Perlo 1988; Sorrentino 1979). Moreover, these official measures do little to capture the dimensions of "social dynamite" (Spitzer 1975) so central to this issue. In fact, only 7 percent of the relationships actually involve age, race, or gender specific measures of even official rates of unemployment.  It is reasonable to hypothesize even stronger support for the thesis with measures that either re­flect labor surplus more inclusively or can be effectively disaggregated to specify "social dynamite."

At the same time, more than 90 percent of these relationships focus entirely on prison as the measure of punishment. Only three of the studies at the aggregate level (Jankovic 1977; Laffargue and Godefroy 1989; McCarthy 1990) include jail in their measures of incarceration and there is some indication from individual level research (e.g., Chiricos and Bales 1991) that jail may be more responsive to unemployment than prisons. Moreover, as the state's fiscal crisis (O'Connor 1973) promotes cost‑saving alternatives, the use of punishments other than prison has proliferated (Austin and Tillman 1988; Scull 1977). These relationships have yet to find their way into the labor surplus/punishment equation.

The consistency and significance of the relationship of labor surplus to punishment is remarkably strong, especially in view of the limits on the measurement of labor surplus and punishment. However, it is one thing to affirm the "empirical plausibility" of a relationship and quite another to explain it. For all the consistency and significance of empirical results, the research has left many if not most of the key theoretical issues unexamined.

As noted earlier (Figure 1) at least 11 types of theoretical linkage have been used to explain the relationship between labor surplus and punishment. Generally, each presumes that the relationship of labor surplus to punishment is independent of an actual increase in crime due to labor surplus. Tables 1 and 2 clearly show that the general presumption is cor­rect. The link between labor surplus and punishment is frequently independent of the medi­ating effects of crime. Thus, it is clear that the state's punitive apparatus plays a direct and significant role in the control of surplus labor.

Beyond that however, it is not clear that any of the specific theoretical linkages described in Figure 1 are addressed by the accumulated research. In short, because research on labor surplus and punishment has been limited primarily to aggregate measures of unemployment and imprisonment, the rich diversity of theorizing on this question remains largely ignored.  There are, for example, no direct and independent measures of the value of labor, judicial anxiety, moral panic, or punitive ideology in any of this research. The structural needs of capital are more easily described than measured. Operational indicators of "social dynamite" are limited. Individual level studies do address judicial agency in the form of sentencing outcomes, but there is no way to infer from existing research whether and how judicial anxi­ety, moral panic, or community intolerance influence those outcomes.

To examine these issues, other measures of labor surplus and the value of labor are needed, especially age, race, and gender specific measures. Other indices of punishment, espe­cially jail and community controls, are also needed. Levels of aggregation below those of nations and states, which come closer to the structural level of labor markets and punish­ments, need greater attention. Individual level research, which generally has not been in­formed by theorizing on labor surplus and punishment, should be integrated with aggregate analyses of labor market conditions. Closer attention to the interaction of punishment with other mechanisms for controlling labor surplus is required. The mediating roles of commu­nity intolerance, judicial anxiety, and punitive ideology should also be directly assessed.

Our suggested areas of research are not simply a "wish list" for future research. They describe, in part, the current limits of "empirical plausibility" in our efforts to explain the complex role of the state in controlling surplus and marginal labor. That role, as noted above, involves the state in the often contradictory activities of repression, legitimation, and accumu­lation. Linking unemployment and imprisonment rates barely describes those activities. What is called for, in short, is an imaginative research strategy which will begin to match our theoretical understanding of labor surplus and punishment.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Appendix A • Summary of Aggregate Studies Involving Labor Market Conditions and Imprisonment

 

                                                                                                                                                                                                                                                           Crime                                                                         Dependent                                      Dependent                                                       Total                                                                                                                       Dependent

                                                                                      Unit of                                                                                                          Variables in              Labor Market                                                                                                   Rate                    Variable:                                                   Variable:                 

Study/Equation(s) Place                                                   Analysis                                       Years of Study              Type of Analysis        Equation                   Indicator  Control                                                                       Admission                                      Population

Berk et al. (1981)

  1. California                                                                 years                                          1851‑1970                     SE/OLS                7                          DEP        No                                                                                                                                 (+)*

Berk et al. (1983)                                                              

  1. California                                                                 years                                          1860‑1975                      SE/OIS                7                          DEP        No                                                                                                                                 (+)(m)*

2. California                                                                 years                                          1860‑1975                     SE/OLS                7                          DEP        No                                                                                                                                 (+)(f)

Box and Hale (1982)

  1. England & Wales                                                   years                                          1949‑1979                         OLS                   4                          UPLRT Yes                                 (+)*

2. England & Wales                                                   years                                          1949‑1979                         OLS                   5                          UPLRT Yes                                                       (+)

3. England & Wales                                                   years                                          1949‑1979                         OLS                   4                          UPLRT Yes                                (+)(m)*

4. England & Wales                                                   years                                          1949‑1979                         OIS                    5                          UPLRT Yes                                                       (+)(m)*

5. England & Wales                                                   years                                          1949‑1979                         OLS                   4                          UPLRT Yes                                                                            (+)(f )*

  6. England & Wales                                                   years                                          1949‑1979                         OLS                   5                          UPLRT Yes                                                       (+)(f )*

  7. England & Wales                                                   years                                          1949‑1979                         OLS                   4 UPLRT(my)                            Yes      (+)(my)*

Box and Hale (1985)

  1. England & Wales                                                   years                                          1952‑1979                         OLS                   4           UPLRT No                                                                                (+)*

  2. England & Wales                                                   years                                          1952‑1979                         OLS                   4           UPLRT No                                                                           (+)(m)*

3. England & Wales                                                   years                                          1952‑1979                         OLS                   4                          UPLRT No                                                                             (+)(my)*

Brenner (1976)

  1. US states                                                                  years                                          1935‑1973                         OLS                   6                          UPLRT No                                  (+)*

2. US states                                                                  years                                          1935‑1965                         OLS                   6                          UPLRT No                                  (+)*

3. US states                                                                  years                                          1935‑1973                         OIS                    4                          UPLRT No                                  (+)*

4. Northeast states                                                      years                                          1935‑1973                         OIS                    4           UPLRT No                                  (+)*

5. Mid‑Atlantic states                                                 years                                          1935‑1973                         OLS                   4           UPLRT No                                  (+)*

6. East North Central states                                      years                                          1935‑1973                         OIS                    4                          UPLRT No                                                                                (+)*

  7. West North Central states                                     years                                          1935‑1973                         OLS                   4                          UPLRT No                                                                                (+)*

  8. South Atlantic states                                              years                                          1935‑1973                         OLS                   4                          UPLRT No                                                                                (+)*

  9. East South Central states                                       years                                          1935‑1973                         OLS                   4                          UPLRT No                                   (+)

10. West South Central states                                      years                                          1935‑1973                         OIS                    4                          UPLRT No                                  (+)*

11. Mountain states                                                      years                                          1935‑1973                         OLS                   4                          UPLRT No                                   (+)

12. Pacific states                                                             years                                          1935‑1973                         OIS                    4                          UPLRT No                                                                                (+)*

13. US states                                                                  years                                          1935‑1965                         OLS                   4                          UPLRT No                                  (+)*

14. Northeast states                                                      years                                          1935‑1965                         OLS                   4                          UPLRT No                                  (+)*

15. Mid‑Atlantic states                                                  years                                          1935‑1965                         OLS                   4                          UPLRT No                                  (+)*

16. East North Central states                                       years                                          1935‑1965                         OLS                   4                          UPLRT No                                  (+)*


Appendix A • Summary of Aggregate Studies Involving Labor Market Conditions and Imprisonment (continued)

 

                                                                                                                                                                               Total                                             Crime   Dependent                                                                 Dependent

                                                                                     Unit of                                                                           Variables in         Labor Market          Rate   Variable:                                                                  Variable:          

Study/Equation(s) Place                                                  Analysis            Years of Study      Type of Analysis               Equation            Indicator                  Control   Admission                                                                 Population

                                                                                                                                                                                                                                                        

17. West North Central states                                    years              1935‑1965         OLS                                    4                 UPLRT                 No   (+)*                                                                                                

18. South Atlantic states                                             years              1935‑1965         OLS                                    4                 UPLRT                 No   (+)*                                                           

19. East South Central states                                     years              1935‑1965         OLS                                    4                 UPLRT                 No   (+)*

20. West South states                                                 years              1935‑1965         OLS                                    4                 UPLRT                 No   (+)*

21. Mountain states                                                    years              1935‑1965         OLS                                    4                 UPLRT                 No   (+)*

22. Pacific states                                                           years              1935‑1965         OLS                                    4                 UPLRT                 No   (+)*

Carroll and Doubet (1983)

   1. US states (46)                                                       states             1970                  PA                                     10                UPLRT                 Yes   (+)

Dobbins and Bass (1958)

   1. Louisiana                                                               years              1941‑1954         PM(r)                                  1                 UPLRT                 No   (+)(m)*'

   2. Louisiana                                                               years              1941‑1954         PART CORR                     2                 UPLRT                 No   (+)(m)

   3. Louisiana                                                               years              1941‑1954         MULT CORR                    2                 UPLRT                 No   (+)(m)

Galster and Scaturo (1985)

   1. US states                                                               states             1976                  PA                                      3                 UPLRT                 Yes             (-)

   2. US states                                                               states             1977                  PA                                      3                 UPLRT                 Yes             (-)*

   3. US states                                                               states             1978                  PA                                      3                 UPLRT                 Yes             (-)

   4. US states                                                               states             1979                  PA                                      3                 UPLRT                 Yes             (-)

   5. US states                                                               states             1980                  PA                                      3                 UPLRT                 Yes             (-)

   6. US states                                                               states             1981                  PA                                      3                 UPLRT                 Yes   (+))

   7. US states                                                               states             1976                  PA                                      3                 UPLRT                 Yes   (+)*'

   8. US states                                                               states             1977                  PA                                      3                 UPLRT                 Yes   (+)

   9. US states                                                               states             1978                  PA                                      3                 UPLRT                 Yes   (+)

10. US states                                                                states             1979                  PA                                      3                 UPLRT                 Yes   (+)

11. US states                                                                states             1980                  PA                                      3                 UPLRT                 Yes   (+)

12. US states                                                                states             1981                  PA                                      3                 UPLRT                 Yes   (+)

Grabosky (1980)

   1. US states & federal                                                years              1930‑1970         REG(u)                              7                 UPLRT                 No                  (+)

Hale (1989a)

   1. England & Wales                                                 years              1953‑1984         REG(u)                              3                 UPLRT                 Yes   (+)*

   2. England & Wales                                                 years              1953‑1973         REG(u)                              3                 UPLRT                 Yes   (+)

   3. Males 16‑65                                                           years              1974‑1984         REG(u)                              3                 UPLRT                 Yes   (+)*


Appendix A • Summary of Aggregate Studies Involving Labor Market Conditions and Imprisonment (continued)

 

                                                                                                                                                                                                          Total                           Crime                                                                         Dependent                                     Dependent

                                                                                       Unit of                                                                                                          Variables in                Labor Market                                                                              Rate               Variable:                                                      Variable:

Study/Equation(s) Place                                                 Analysis                                        Years of Study            Type of Analysis       Equation                   Indicator  Control                                                                       Admission                                      Population

Hale (1989b)

  1. England & Wales                                                    years                                          1954‑1984                      REG(u)            7                              UPLRT  Yes                                                                               (+)*

                                                                                                                                                                                                                                           UPLRT                                                                                           (‑)

  2. England & Wales                                                    years                                          1954‑1984                      REG(u)            3                              UPLRT  Yes                                                                               (+)*

Inverarity and Grattet (1989)

  1. US states                                                                  years                                          1948‑1985                      REG(u)            4                              UPLRT  Yes                                                                               (+)*

  2. US states                                                                  years                                          1948‑1985                      REG(u)            7                              UPLRT  Yes                                                                               (+)*

  3. US states                                                                  years                                          1948‑1985                      REG(u)            7                              UPLRT  Yes                                                                               (+)*

Inverarity and McCarthy (1988)

  1. US states                                                                  years                                          1948‑1984                         GLS               4                              UPLRT  Yes                                                                               (+)*

  2. US states                                                                  years                                          1948‑1984                         OLS               7                              UPLRT  Yes                                                                               (+)*

  3. US states                                                                  years                                          1948‑1984                         2SLS               4                              UPLRT  Yes                                                                               (+)*

  4. US states                                                                  years                                          1948‑1984                         OLS               7    UPLRTM                                                                      Yes               (+)*

  5. US states                                                                  years                                          1948‑1984                         OLS               7    UPLRTC                                                                       Yes               (+)*

Inverarity and Tedrow (1988)

  1. US states                                                                 states                                         1975                                  OLS               5                              UPLRT  Yes                                                                                 (‑)

  2. US states                                                                 states                                         1976                                  OLS               5                              UPLRT  Yes                                                                                (‑)*

  3. US states                                                                  years                                          1974‑1985                     PD/OLS           6                              UPLRT  Yes                                                                               (+)*

  4. US states                                                                  years                                          1974‑1985                     PD/FEB           6                              UPLRT  Yes                                                                                 (‑)

  5. US states                                                                  years                                          1974‑1985                    PD/FEW               6                              UPLRT  Yes                                                                               (+)*

  6. US states                                                                  years                                          1974‑1985                      PD/RE            6                              UPLRT  Yes                                                                                (+)*

  7. US states                                                                  years                                          1974‑1985                     PD/GLS           6                              UPLRT  Yes                                                                               (+)*

  8. US states                                                                  years                                          1974‑1985                          RE                        6                              UPLRT  Yes                                                                               (+)*

  9. US states                                                                  years                                          1974‑1985                          RE                        6                              UPLRT  Yes                                                                                (+)

Jankovic (1977)

  1. US states & federal                                                  years                                          1926‑1974                      REG(u)            2                              UPL  Yes                                                                               (+)*                                          (+)*

  2. US states                                                                  years                                          1926‑1974                      REG(u)            2                              UPL  Yes                                                                                (+)*                                          (+)*

  3. US federal                                                                years                                          1926‑1974                      REG(u)            2                              UPL  Yes                                                                                 (‑)                                            (‑)

  4. US states & federal                                                  years                                          1947‑1974                      REG(u)            2                              UPL  Yes                                                                               (+)*                                          (+)*

  5. US states                                                                  years                                          1947‑1974                      REG(u)            2                              UPL  Yes                                                                                (+)*                                          (+)*

  6. US federal                                                                years                                          1947‑1974                      REG(u)            2                              UPL  Yes                                                                                (+)                                           (+)

  7. US federal                                                                years                                          1960‑1974                      REG(u)            2                              UPL  Yes                                                                               (+)*                                          (+)*

  8. US states 6 federal                                                   years                                          1926‑1974                      REG(u)            4                              UPL  Yes                                                                               (+)*

  9. US states & federal                                                  years                                          1932‑1974                      REG(u)            3                              UPL  Yes                                                                               (+)*                                          (+)*

 

 

 

 

 

 

 

 

 

 

 

Appendix A • Summary of Aggregate Studies Involving Labor Market Conditions and Imprisonment (continued)

 

                                                                                                                                                                               Total                                             Crime                 Dependent                                                                                      Dependent         

                                                   Unit of                                                                            Variables in          Labor Market          Rate       Variable:                                                                Variable:          

Study/Equation(s) Place                                               Analysis            Years of Study    Type of Analysis              Equation           Indicator                 Control               Admission                                                             Population

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        r

10. US states                                                                years              1932‑1974         REG(u)                              3                 UPL                       Yes         (+)*                                                                     (+)*

11. US federal                                                               years              1932‑1974         REG(u)                              3                 UPL                       Yes          (+)                                                                       (+)                                                                                     

12. US states b‑ federal                                                years              1947‑1974         REG(u)                              3                 UPL                       Yes         (+)*                                                    (+)*

13. US states                                                                years              1947‑1974         REG(u)                              3                 UPL                       Yes         (+)*                                                                     (+)*

14. US federal                                                               years              1947‑1974         REG(u)                              3                 UPL                       Yes          (+)                                                                      (+)*

15. Sun Co. Jail                                                            years              1969‑1976         REG(u)                              2                 UPL                       Yes                        (+)*

16. Sun Co. Jail                                                            years              1969‑1976         REG(u)                              3                 UPL                       Yes                        (+)*

17. Sun Co. Jail                                                            years              1969‑1976         REG(u)                              3                 UPL                       Yes                        (+)*

Johnson et al. (1990)

1. US states                                                                  states             1982                  PM(r)                                  1                 UPLRT                 No                          (+)

2. US states                                                                  states             1986                  PM(r)                                  1                 UPLRT                 No                         (+)*

3. US states                                                                  states             1982                  REG                                   6                 UPLRT                 Yes                        (+)*

4. US states                                                                  states             1982                  REG                                   5                 UPLRT                 Yes                        (+)*

5. US states                                                                  states             1982                  REG                                   4                 UPLRT                 No                          (+)

6. US states                                                                  states             1986                  REG                                   6                 UPLRT                 Yes                        (+)*

7. US states                                                                  states             1986                  REG                                   5                 UPLRT                 Yes                        (+)*

8. US states                                                                  states             1986                  REG                                   4                 UPLRT                 No                         (+)*

9. South                                                                       states             1982                  REG                                   7                 UPLRT                 Yes                          (‑)

10. Non‑South                                                           states             1982                  REG                                   7                 UPLRT                 Yes                        (+)*

11. South                                                                     states             1986                  REG                                   7                 UPLRT                 Yes                         (+)

12. Non‑South                                                           states             1986                  REG                                   7                 UPLRT                 Yes                        (+)*

Laffargue and Godefroy (1989)

1. France                                                                       years              1929‑1938         ML                                      3                 UPLRT                 Yes          (+)                                                                       (+)

2. France                                                                       years              1952‑1985         ML                                      2                 TENSION1         Yes          (+)

3. France                                                                       years              1952‑1985         ML                                      3                 TENSION1         Yes                     (+)(m)*

4. France                                                                       years              1952‑1985         ML                                      3                 TENSION2         Yes                     (+)(m)*

                                                                                                                                                                                                                                                                                                       TENSION3         Yes                      (+)(m)

5. France                                                                       years              1952‑1985         ML                                      4                 UPLRTDV           Yes                     (+)(m)*

                                                                                                                                                                                                                                                                                                       52/69                    Yes                     (+)(m)*

6. France                                                                       years              1952‑1985         ML                                      3                 TENSION1         Yes                     (+)(m)*

7. France                                                                       years              1952‑1985         ML                                      2                 TENSION1         Yes                     (+)(m)*

8. France                                                                       years              1952‑1985         ML                                      3                 TENSION1         Yes                     (+)(m)*

9. France                                                                       years              1952‑1985         ML                                      4                 UPLRTDV           Yes                          (-)

 

 

 

 

 

 

 

 

 

 

 

Appendix A • Summary of Aggregate Studies Involving Labor Market Conditions and Imprisonment (continued)

 

                                                                                                                                                                                   Total                                                Crime   Dependent                                                                Dependent

                                                                                      Unit of                                                                              Variables in           Labor Market            Rate           Variable:                                                                     Variable:

Study/Equation(s) Place                                                 Analysis             Years of Study     Type of Analysis              Equation                 Indicator               Control   Admission                                                                  Population

Lynch (1988)

   1. US states                                                                 years               1950‑1980          OLS                                     4                  UPLRI                    Yes   (+)*

                                                                                                                                                                                                          SVRT                         (+)*

Marenin, Piscotta and Juliana (1983)

   1. US states                                                                 years               1958‑1978          PM(r)                                  1                  UPLRT                   No   (+)*                                                          (+)*

   2. US states                                                                 years               1958‑1978          PART CORR                     3                  UPLRT                   Yes   (+)*                                                                             (+)*

   3. US states                                                                 years               1958‑1978          REG(u)                              2                  UPLRT                   Yes   (+)                                                                                 (+)

   4. New England states                                               years               1958‑1978          REG(u)                              2                  UPLRT                   Yes   (+)                                                                                (+)*

   5. North Central states                                               years               1958‑1978          REG(u)                              2                  UPLRT                   Yes   (+)                                                                                (+)*

   6. Midwest states                                                        years               1958‑1978          REG(u)                              2                  UPLRT                   Yes   (‑)*                                                                                 (‑)

   7. Marginal South states                                            years               1958‑1978          REG(u)                              2                  UPLRT                   Yes   (‑)                                                                                  (+)

   8. Deep South states                                                  years               1958‑1978          REG(u)                              2                  UPLRT                   Yes   (+)*                                                          (+)*

   9. Mountain states                                                     years               1958‑1978          REG(u)                              2                  UPLRT                   Yes   (‑)*                                                                               (+)*

10. West Coast states                                                    years               1958‑1978          REG(u)                              2                  UPLRT                   Yes   (‑)                                                                                  (+)

11. 80% ‑f‑ of pop. in SMSA                                       years               1958‑1978          REG(u)                              2                  UPLRT                   Yes   (-)*                                                            (+)

12. 60‑79% of pop. in SMSA                                       years               1958‑1978          REG(u)                              2                  UPLRT                   Yes   (+)*                                                          (+)*

13. 40‑49% of pop. in SMSA                                       years               1958‑1978          REG(u)                              2                  UPLRT                   Yes   (‑)*                                                                                (‑)*

14. _< 39% of pop. in SMSA                                      years               1958‑1978          REG(u)                              2                  UPLRT                   Yes   (‑)                                                                                 (+)*

McCarthy (1990)

   1. California, jail                                                      countries           1981                   PM(r)                                  1                  UPLRT                   No                                                                                                 (+)*

   2. California, prison                                                countries           1981                   PM(r)                                  1                  UPLRT                   No                                                                                                  (+)

   3. California, jail                                                      countries           1981                   REG(u)                              5                  UPLRT                   Yes                                                                                                (+)*

   4. California, prison                                                countries           1981                   REG(u)                              5                  UPLRT                   Yes                                                                                                 NS

   5. MSA, jail                                                              countries           1981                   REG(u)                              5                  UPLRT                   Yes                                                                                                (+)*

   6. Non‑MSA, jail                                                    countries           1981                   REG(u)                              5                  UPLRT                   Yes                                                                                                 (+)

   7. MSA, prison                                                       countries           1981                   REG(u)                              5                  UPLRT                   Yes                                                                                                (+)*

   8. Non‑MSA, prison                                              countries           1981                   REG(u)                              5                  UPLRT                   Yes                                                                                                 NS

Melossi (1987)

   1. Italy                                                                         years               1896‑1965          SE                                       3                  BUSCYCLE           Yes   (+)

Michalowski and Pearson (1990)

   1. US states (48)                                                         states              1970                   PM(r)                                  1                  UPLRT                   No                                                                                                  (‑)

   2. US states (48)                                                         states              1980                   PM(r)                                  1                  UPLRT                   No                                                                                                  (+)

   3. US states (48)                                                         states              1970                   REG(u)                              5                  UPLRT                   Yes                                                                                                (+)*

   4. US states (48)                                                         states              1980                   REG(u)                              5                  UPLRT                   Yes                                                                                                (+)*

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Appendix A • Summary of Aggregate Studies Involving Labor Market Conditions and imprisonment (continued)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 x

                                                                                                                                                                                    Total                                             Crime                                                                                                                                                                    Dependent                                     Dependent                                                                                                                                                                     

                                                                                        Unit of                                                                        Variables in            Labor Market             Rate Variable:                                                                                      Variable:         

Study/Equation(s) Place                                                     Analysis          Years of Study      Type of Analysis             Equation                 Indicator              Control                                                                                    Admission          Population

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        r

   5. US Non‑south (35)                                             states             1970                  PM(r)                                 1                 UPLRT                  No                 (+)

   6. US Non‑south (35)                                             states             1980                  PM(r)                                 1                 UPLRT                  No                 (+)

   7. US Non‑south (35)                                             states             1970                  REG(u)                             5                 UPLRT                  Yes                 (+)

   8. US Non‑south (35)                                             states             1980                  REG(u)                             5                 UPLRT                  Yes

Myers and Sabol (1987)

   1. US northern (14)                                                  years              census yrs          GLS                                    6                 UPL                       No                 (+)(m)*

   2. US northern (14)                                                  years              1890‑1980         GLS                                    7                 UPLwm                 No                 (+)*

                                                                                                                                                                                                    UPLbm                 No                 (+)

   3. US northern (14)                                                  years              census yrs          GLS                                    4                 UPLwm                 No                 (+)(wm)*

   4. US northern (14)                                                  years              1890‑1980         GLS                                    6                 UPLwm                 No                 (+)(wm)*

   5. US northern (14)                                                  years              census yrs          GLS                                    4                 UPLbm                 No                 (+)(bm)*

   6. US northern (14)                                                  years              1890‑1980         GLS                                    6                 UPLbm                 No                 (+)(bm)*

Nagel (1978)

   1. US states                                                               states             1975                  2SLS                                   5                 UPLRT                  Yes   (+)

Parker and Horowitz (1986)

   1. US states                                                               states             1974                  PM(r)                                 1                 UPLRT                  No   (+)                                                                              (+)

   2. US states                                                               states             1975                  PM(r)                                 1                 UPLRT                  No   (+)                                                                              (+)

   3. US states                                                               states             1975                  PM(r)                                 1                 UPLRT                  No                 (+)

   4. US states                                                               states             1976                  PM(r)                                 1                 UPLRT                  No   (+)                                                                                                                    (+)*

   5. US states                                                               states             1976                  PM(r)                                 1                 UPLRT                  No   (+)                                                                             (+)*

   6. US states                                                               states             1977                  PM(r)                                 1                 UPLRT                  No   (+)                                                                             (+)*

    7. US states                                                               states             1977                  PM(r)                                 1                 UPLRT                  No   (+)                                                                             (+)*

   8. US states                                                               states             1978                  PM(r)                                 1                 UPLRT                  No   (+)                                                                             (+)*

   9. US states                                                               states             1978                  PM(r)                                 1                 UPLRT                  No   (+)                                                                             (+)*

10. US states                                                               states             1979                  PM(r)                                 1                 UPLRT                  No   (+)                                                                              (+)

11. US states                                                               states             1974‑1979         SE                                      2                 UPLRT                  No   (-)                                                                                 (-)

Sabol (1989)

   1. England & Wales                                                 years              1946‑1985         SE                                      5                 UPLRT                  No                 (+)*

Wallace (1980)

   1. US states                                                               years              1971‑1977         REG(u)                            16                LFPRT                   Yes                 (+)

                                                                                                                                                                                                    LFPRT (76)                                  (‑)*

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Appendix A • Summary of Aggregate Studies Involving Labor Market Conditions and Imprisonment (continued)

 

                                                                                                                                       Total                                                Crime                                                                                    Dependent          Dependent

                                                                                       Unit of                                                                              Variables in           Labor Market            Rate                                                                                      Variable:            Variable:

Study/Equation(s) Place                                                  Analysis            Years of Study     Type of Analysis             Equation                 Indicator               Control                                                                                     Admission           Population

Yeager(1979)

1. US states                                              years         FY 1952‑1978      PM(r)                  1              UPLRT              No                                                                  (+)*          (+)*

2. US states                                              years         FY 1952‑1978      REG(u)               3              UPLRT              No                                                                  (+)*              (+)*

 

Notes:

Types of Analysis                                                                                           UPL = unemployment totals

FEB = Fixed effects between                                                                         UPLRT = unemployment rates

FEW = Fixed effects within                                                                             UPLRTM = unemployment rate for the monopoly sector

GLS = Generalized least squares                                                                   UPLRTC = unemployment rate for the competitive sector

ML = Maximum likelihood

MULT CORR = Multiple correlation coefficient                                                 Others

OLS = Ordinary least squares                                                                        DV52/62 = dummy variable for 1952 or 1962

PA = Path analysis                                                                                         b = black

PART CORR = partial correlation coefficient                                                    f = female

PD = Pooled data                                                                                           m = male

PM(r) = Product moment correlation                                                              w = white

RE = Random effects estimates                                                                     y = youth

REG(u) = Regression with unidentified estimation technique

RDC = Rank difference coefficient                                                                  Footnotes

SE = Structural equations                                                                              1. Lag of 1 year.

2SLS = Two stage least squares                                                                   2. Lag of 2 years 1942‑1945.

                                                                                                                      3. Analysis excludes the "war years" 1942‑1945.

Labor Market Indicators                                                                                 4. Differentiated rate variable.

BUSCYCLE = business cycle                                                                           5. Natural log.

LFPRT = Labor force participation rate                                                           6. Results for 18+ population.

LPPRT 76 = Labor force participation rate dummy variable, 1 = 1976 0 = non1976 7. The actual result of the analysis is negative, but it is indicated as positive to show

SVRT = rate of surplus value                                                                          that the results are supportive of the expected relationship.

TENSION I = supply/demand for jobs 1852‑85                                              8. The test of significance does not conform with classical test theory. The authors

TENSION2 = supply/demand for jobs 1952‑68                                              indicate that the model specified with one year lag terms and a trend variable fits no

TENSION3 = supply/demand for jobs 1969‑85                                              better than a fully saturated model and the signs of the coefficients are inconsistent.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Appendix B • Summary of Individual Level Studies Involving Labor Market Conditions and Imprisonment

 

                                                                                                                                  Labor                                         Variables                                                                             Dependent                                                                  Dependent

                                                                                                                                                          Type of     Market              Subsample                in Controls                                                                      Variable: Variable:                                                                     

Author(s)/Place                                                 Years     Sample Description                                             Analysis       Indicator           Description           Equation                                                                      RGSP     Admissions                                                       Severity

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               M

Bernstein et al. (1977)

  1. New York City                           1974‑1975 Sample of male defendants, New    DUMREG   EMPL6        None                6  RSP                                                                  (-)

                                                                    York, Dec. 1974 to March 1974

Chiricos and Bales (1991)

  1. 2 Florida Counties                     1982         Sample of 2773 felons                   Logit          EMPLI         None                9  RSP                                                    (+)*

  2. 2 Florida Counties                     1982         and misdemeanors                       OLS           EMPLI         None                9  RSP                                                    (+)

  3. 2 Florida Counties                     1982                                                          Logit          EMPLI         Pub Ord            9  RSP             (+)*

  4. 2 Florida Counties                     1982                                                          Logit          EMPL1        Drug                 9  RSP                                                    (‑)

  5. 2 Florida Counties                     1982                                                          Logit          EMPLI         Prop                 9  RSP                                                    (+)*

  6. 2 Florida Counties                     1982                                                          Logit          EMPLI         Violent             9  RSP                                                    (+)*

  7. 2 Florida Counties                     1982                                                          Logit          EMPLI         Male                 9  RSP                                                    (+)*

  8. 2 Florida Counties                     1982                                                          Logit          EMPL1        Young Male       9  RSP                                                    (+)*

  9. 2 Florida Counties                     1982                                                          Logit          EMPLI         Y Black Male     9  RSP                                                    (+)*

                                                                                                                                                                               9  RSP

Clarke & Koch (1976)

  1. Mecklenberg Co, NC                   1971         798 burglary and                          PCS/CT      EMPL5       Prison x empl    1                  *

  2. Mecklenberg Co, NC                   1971         larceny defendants                       PCS/CT      EMPL5       add offense       2     S           NS

  3. Mecklenberg Co, NC                   1971                                                          PCS/CT      EMPL5       add income       3     S           NS

  4. Mecklenberg Co, NC                   1971                                                          PCS/CT      EMPL5       add crim hist     3     SP         NS

Farrington and Morris (1983)

  1. Cambridge City                          1979         Sample of 408 from                       PCS/CT      EMPL7       All                   1     GP      *

  2. Cambridge City                          1979         Magistrate Court, Jan                    PCS/CT      EMPL7       Male                 1     P        *

  3. Cambridge City                          1979         to July 1979                                PCS/CT      EMPL7       Female              1     P        NS

  4. Cambridge City                          1979                                                          REG          EMPL7        All                   5     P        NS

  5. Cambridge City                          1979                                                          LOGIT        EMPU        All                   6     P        NS

  6. Cambridge City                          1979                                                          REG          EMPL7        Male                 3     P        NS

  7. Cambridge City                          1979                                                          REG          EMPL7        Female              5     P        NS

Frazier and Bock (1982)

  1. 6 Florida Counties                     1972‑1973 Florida judicial                            REG          FMPLI         CORR               1                  (+)*

  2. 6 Florida Counties                     1972‑1973 district, June 72 to                      REG          EMPLI         Basic                8  RGSP                                                   (+)*

  3. 6 Florida Counties                     1972‑1973 May 73, N=229, key                     REG          EMPLI         ADD: Prob         9  RGSP                                                   (+)*

  4. 6 Florida Counties                     1972‑1973 comparison individual                  REG          EMPLI         ADD: J1          10  RGSP                                                   (+)

  5. 6 Florida Counties                     1972‑1973 judges                                         REG          EMPLI         ADD: J2          10  RGSP                                                   (+)

  6. 6 Florida Counties                     1972‑1973                                                  REG          EMPLI         ADD: J3          10  RGSP                                                   (+)


Appendix B • Summary of Individual Level Studies Involving Labor Market Conditions and Imprisonment (continued)

 

                                                                                                                                     Labor                                           Variables                                                                       Dependent                                                                     Dependent

                                                                                                                                                              Type of        Market               Subsample                 in                                                                      Controls    Variable:                                                           Variable:

Author(s)/Place                                                 Years        Sample Description                                             Analysis        Indicator            Description            Equation                                                                      RGSP       Admissions                                                        Severity

  7. 6 Florida Counties                      1972‑1973                                                   REG           EMPL1     ADD: J4                10  RGSP                                                  (+)

  8. 6 Florida Counties                      1972‑1973                                                   REG           EMPL1     ADD: J5                10  RGSP                                                  (+)

  9. 6 Florida Counties                      1972‑1973                                                   REG           EMPL1     ADD: J6                10  RGSP                                                  (+)

10. 6 Florida Counties                      1972‑1973 Sent. disp. by judge                       REG           EMPL1     Basic/SA               10  RGSP                                                  (+)

11. 6 Florida Counties                      1972‑1973 Background Char.                         REG           EMPL1     Basic/AGE            10  RGSP                                                  (+)

12.6 Florida Counties                       1972‑1973                                                   REG           EMPL1     Basic/YRS             10  RGSP                                                  (+)*

Kruttschritt (1980)

  1. City in Northern CA                    1972‑1976 Female sample, Dec 72                  REG           EMPL4     Dist Peace              4  R                                                                     (+)

  2. City in Northern CA                    1972‑1976 to 76, N=1034                              REG           EMPL4     Assault                   4  R                                                                     (‑)

  3. City in Northern CA                    1972‑1976                                                   REG           EMPL4     Petty Theft             4  R                                                                     (‑)

  4. City in Northern CA                    1972‑1976                                                   REG           EMPL4     Forgery                   4  R                                                                     (+)*

  5. City in Northern CA                    1972‑1976                                                   REG           EMPL4     Drugs                     4  R                                                                     (+)

Lotz and Hewitt (1977)

  1. King County, WA                        1973          1832 convicted felons                   REG           WORK      None                     27  RGSP                                                               (+)*

Miethe and Moore (1985)

  1. Minnesota                                 1978‑1979  1226 convicted felons                   REG           EMPL1     PRE                      15  RGSP                                                  (+)*

  2. Minnesota                                 1980‑1981  1280 convicted felons                   REG           EMPL1     POST                    15  RGSP                                                  (+)*

  3. Minnesota                                 1978‑1979 1226 convicted felons                   REG           EMPL1     PRE                      15  RGSP                                                               (+)

  4. Minnesota                                 1980‑1981  1280 convicted felons                   REG           EMPL1     POST                    15  RGSP                                                               (+)

Miethe and Moore (1986)

  1. Minnesota                                 1977‑1978 2329 felony offenders,                  REG           EMPL1     Alt DV                   12  RGSP                                                                (+)*

  2. Minnesota                                 1977‑1978 sentenced July 1977 to                 REG           EMPL1     Alt DV                   13  RGSP                                                                (+)

  3. Minnesota                                 1977‑1978 June 1978                                   REG           EMPL1     White                    12  RGSP                                                                (+)*

                                                                                                                                                        Black                    13  RGSP                                                                (+)*

  4. Minnesota                                 1977‑1978                                                   REG           EMPL1     White                    12  RGSP                                                                (+)

                                                                                                                                                        Black                    13  RGSP                                                                (+)

Moore and Miethe (1986)

1. Minnesota                                   1980‑1981  1523 felony cases, July                 REG           EMPLI      None                     18  RGSP                                                    (‑)

                                                                      1980 to June 1981                                         EMPLST                                                (‑)*

  2. Minnesota                                 1980‑1981 (focus on guidelines                      REG           EMPL1     None                     19  RGSP                                                                (+)

                                                                      outcome)                                                       EMPLST                                                                                                (+)

  Myers (1979)

1. Marion County, IN                        1974‑1976 980 felony cases, Jan.                  REG           EMPL2     None                      6  RGSP                                            NS

                                                                      1974 to June 1976

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Appendix B Summary of Individual Level Studies Involving Labor Market Conditions and Imprisonment (continued)

 

                      Labor                                    Variables                    Dependent              Dependent

Type of           Market          Subsample              in                      Controls            Variable:                  Variable:        

Author(s)/Place                                                 Years       Sample Description                                            Analysis         Indicator            Description          Equation RGSP         Admissions                                      Severity

 

 

Myers (1987)

   1. Georgia                                                    1976‑1982     Random sample of felony                       REG              EMPL1       Alt DV                  22         RGSP                                                                                 (+)*

   2. Georgia                                                    1976‑1982     convictions, Jan 1976                               REG              EMPL1       Alt DV                  22         RGSP                                                                                 (‑)*

                                                                                              to June 1982 N=15,270

Myers and Talarico (1986)

   1. Georgia                                                    1976‑1982     Random sample of felony                       REG              EMPL1       Basic                      17        RGSP                                                                                 (‑)

   2. Georgia                                                    1976‑1982     convictions, Jan 1976                               REG              EMPL1       Add: BUR &          25      RGSP                                                                                    (‑)

                                                                                              to June 1982 N=17,217                                                                      CON

Smith (1986)

   1. 6 US Cities                                               1978              Males charged with                                   Logit              EMPL3       Pled Cases               23     R    (+)*

   2. 6 US Cities                                               1978              robbery and burglary;                               Logit              EMPL3       Tried Cases             20      R    (+)*

                                                                                              comparison of 1,533

                                                                                              pled and 387 tried cases

Unnever (1982)

   1. Miami, FL                                                1971              Convicted male drug                                Logit              EMPL1       CORR                      1            (+)

   2. Miami, FL                                                1971              offenders, N=313                                    Logit              EMPL1       Race & Empl            3      RGSP                                                              (+)

   3. Miami, FL                                                1971                                                                                 Logit              EMPLI       ADD: pr & see         7      RGSP                                                              (+)*

4. Miami, FL                                                1971                                                                                 Logit              EMPLI       ADD: Lawyer          8      RGSP         (+)

   5. Miami, FL                                                1971                                                                                 Logit              EMPLI       ADD: bail out       10         RGSP          (+)

Unnever et al (1980)

   1. 6 Florida counties                                    1972‑1973     Florida judicial                                          Logit              EMPLI       None                      8              RGSP           (+)*

                                                                                               district, June 1972 to

                                                                                               May 1973, N=229

 

 

 

Notes:

Labor Market Indicators                                                                                                                   EMPL5 = unemployed, employed, unknown

EMPI. = unemployed, employed                                                                                                   EMPL6 = time employed: unemployed 6+ months, unemployed

EMPL1 = unemployed, employed, self‑employed                                                                                             < 6 months, employed < 6 months, employed 6+ months

EMPL3 = unemployed, irregular, part‑time, full‑time                                                                  EMPL7 = school, employed, unemployed

EMPL4 = employed, temporarily unemployed, welfare/not looking, retired,                            EMPLST = employment stability

                     housewife, student                                                                                                       WORKHIST = work history