Citation Guidelines

 


It is the responsibility of all registered users of the Human Mortality Database (HMD) to give proper credit to the institutions and/or individuals who have created the data being provided or transmitted here. Proper citation is necessary whether the data in question are quoted in formal publications or in other contexts. The following comments are intended to assist users by providing information about HMD data sources and by offering suggestions for appropriate citation procedures. Please note, however, that ultimate responsibility in these matters resides with the user alone, under the terms of the User Agreement.

It is important to distinguish between two types of data included in the HMD. First, there are several kinds of raw data for each population, which serve as inputs for all subsequent calculations. Second, there are data of various sorts that are original to the HMD, having been generated according to techniques that are fully described in our Methods Protocol. In the former case, it is important to acknowledge the institutions or individuals responsible for creating and/or publishing the raw data: in these circumstances, the HMD is merely transmitting the data from its source to the user. Thus, it is only in the second case that it is appropriate to give credit to the HMD as the source (i.e., corporate author) of the information provided here.

Identifying the Correct Data Source

In future versions of this database, we hope to develop better methods of informing users about the source(s) of data included in the HMD. In the present version, the user can successfully determine whether a particular number is being transmitted from an external source or whether it is original to the HMD by asking a number of questions:

  1. Is the number taken from the Input Database of the HMD? At the bottom of every country page, there is link labeled "Access to Raw Data". Through this link, a user gains access to the raw data used in assembling the data that are presented on each country page. All data in the Input Database have been extracted from other sources, which are clearly documented using a system of reference codes. The HMD should never be cited as the source of such information, but only as an intermediary that has transmitted the data from its source to the user.

  2. Is the number taken from points 4 through 7 of a country page (i.e., exposure-to-risk, death rates, life tables, or life expectancy at birth)? All such data are original creations of the HMD, which should thus be cited as the unique source of the information.

  3. Is the number taken from point 1 of a country page (i.e., births)? All such data come from an external source, and the HMD is merely transmitting the information to the user. The user should identify and cite the original source, merely acknowledging the HMD as the intermediary. There are two ways of identifying the original source of such data. First, the user may consult a complete list of sources for a given population by means of a link called "Data sources" found at the bottom of each country page. This list is organized by data type (births, deaths, etc.). In most cases, the source of birth counts reported in HMD should be readily apparent. However, if questions remain after consulting this list, the user should consult the Input Database (through the link called "Access to raw data" found at the bottom of each country page), in which the source of every raw data point is clearly noted.

  4. Is the number taken from point 2 of a country page (i.e., deaths)? All such data are derived from an external source, although the original numbers may or may not have been manipulated in various ways before they appear on a country page. For citation purposes, we must distinguish between two cases:

    1. Some death counts appear under point 2 of a country page without alteration. Thus, they are identical to the information contained in the Input Database, and the proper citation procedure is the one given above for birth data. For death data by Lexis triangle, this case is relatively rare: it occurs only when the original source contains death counts classified by single-year age interval, year of occurrence, and year of birth, and where there are no reports of deaths with age unknown (for a given calendar year).
    2. Most death counts appear under point 2 of a country page after various alterations, which may be slight or substantial in nature. Briefly, there are just two kinds of manipulations applied to raw death counts in the HMD: i) assigning deaths of unknown age to specific ages, and ii) splitting aggregate death counts (in various formats) into data organized by Lexis triangle. In these situations, the numbers are original creations of the HMD, which should thus be acknowledged as the source of the data.

    It is possible that data under point 2 of a given country page may consist of one or both types of death counts (i.e., unaltered raw data and/or original HMD estimates). The simplest method of distinguishing between these two types is to observe whether a number contains some fractional deaths. That is, raw data are expressed as a whole number of deaths, whereas estimated death counts typically contain some fractional element. This method is not infallible, as the fractional part of an estimate could be zero just by chance: since death data are formatted with 2 decimal points, this should occur at random with a frequency of 0.01. However, by inspection of surrounding data points, there should in general be no ambiguity about this issue. In cases of lingering doubt, the user should consult the HMD Input Database and examine the raw data directly.

  5. Is the number taken from point 3 of a country page (i.e., population size)? For ages 80 and above, population estimates reported on a country page are always original creations of the HMD and should be cited accordingly. Below age 80, however, population estimates shown in this location may come directly from an external source, or they may be unique to the HMD. As with death counts, it is possible to determine whether a number comes from an external source or was created expressly for the HMD by observing its decimal part: whole numbers usually indicate that a number is taken from some other source, whereas a non-zero fraction (i.e., anything other than "00" after the decimal point) is a sign that the number is a product of the HMD itself.

Choosing a Bibliographic Citation

As described above, proper citation practice requires that a user should determine whether numbers obtained through the HMD come from an external source or whether such data are original creations unique to this database. If the user concludes that the data in question should be attributed to the HMD itself, we suggest the following format for a bibliographic citation:

Human Mortality Database. University of California, Berkeley (USA), and Max Planck Institute for Demographic Research (Germany). Available at www.mortality.org or www.humanmortality.de (data downloaded on [date]).

If you choose another citation format, please be sure that it includes the full name of the database (Human Mortality Database), the full names of both institutional sponsors (University of California, Berkeley, and Max Planck Institute for Demographic Research), and one or both of our Internet addresses, www.mortality.org or www.humanmortality.de.

For data from an external source, which are merely transmitted via the HMD, the user should choose an appropriate citation based on standard practice. The citation given in the list of "Data sources" for each population may be used as a guide, but it should not be considered authoritative. It is appropriate in these situations to acknowledge the HMD as the intermediary through which the data were obtained. For example, a bibliographic citation for death counts in the United States might be as follows:

National Center for Health Statistics. Vital Statistics of the United States, Volume II: Mortality, Part A. Washington, D.C.: Government Printing Office, various years. (Data obtained through the Human Mortality Database, www.mortality.org or www.humanmortality.de, on [date].)

Finally, please remember that proper citation of data obtained through the HMD is the responsibility of the user alone, as stated clearly in the User Agreement. However, if you still have questions or comments about citation procedures after reading these guidelines, please write to us at hmd@mortality.org.