CONVENTION DELEGATES IN SPAIN:
STATE OF THE ART
Astrid Barrio
Universitat de València
Astrid.barrio@uv.es
Juan Rodríguez
Universitat de València
Jrteruel@uv.es
Oscar Barberà
Universitat de València
O.barbera@uv.es
Montserrat Baras
Universitat Autònoma de Barcelona
Montserrat.baras@uab.es
Paper presented to the Workshop “The current state of party member
research”, Copenhagen, February 3rd - 4th, 2011
Abstract:
The aim of this paper is to present an assessment of the state of the art in the study
of party members in Spain. In particular, the paper is focused on the study of
convention delegates, by far the most studied topic of this literature in Spain. To that
purpose it first describes how party convention works and how they have evolved
over time. Then a brief evolution of the different team projects and questionnaires is
presented. This finally allows us to critically review the major theoretical,
methodological and practical problems raised in this research.
Keywords:
Party members, convention delegates, political parties, Spain
Introduction1
The work on party members in Spain began in the 1970s as part of historical
research on political parties. Over time, the study of party members has gained
autonomy and relevancy, nevertheless important gaps remain.
Generically, there are three lines of research in the study of members of political
parties in Spain. One line of research attempted to quantify party membership and it
established series of reliable data on trends in the number of members. Most of
these studies are based on figures provided by the parties themselves, while others,
more recently, opted to estimate the overall membership in Spain using data such as
that from the European Social Survey. The findings from these studies suggest that
Spain seems to be a deviant case in the general trend in many Western countries of
falling membership. Although party membership figures in Spain have traditionally
been low, they have not stopped rising since the transition to democracy, a situation
probably closely linked to the late formation of parties in this country.
A second set of studies has focused on examining the involvement of members
within the parties. For this, party statutes and regulations have been mainly
analyzed. These studies have attempted to make comparisons between parties and
the role of members over time. This has highlighted how the organizational changes
made by the parties (centralization, presidentialization, etc.) have affected the
functions and activities that members develop inside organizations.
The third line of research has been based mainly on surveys to the members of the
parties. In this section, the study of members has been relegated to second place,
since virtually no surveys have been conducted in Spain to party members. Some
researchers have tried to overcome this problem through the use of population
surveys. However, for theoretical, methodological as well as practical reasons the
vast majority of researchers have focused attention on convention delegates. In
some cases, these studies have extended to include the observation of other internal
organs of the party. In general, studies on convention delegates have been
dominated by case studies and this has hindered, until now, the accumulation of
knowledge and above all, the development of a general theory about the changes
that these individuals have been experiencing over the years and the impact they
have had on the internal life of parties.
The aim of this paper is to present an overview of the study of party convention
delegates with particular attention to the research work carried out by the authors of
this paper. The first section describes the object of study and the attention that it has
received from the Spanish political science. The second section shows the current
status of research carried out by our team. Finally, a critical review will be conducted
1
This work is part of project SEJ-2006-15076-C03-02 (2006-2009) and MICINN CSO2009-14381C03-02 (2009-12) funded by the Spanish government and project SGR 2009-1290 (2009 -13) by the
Catalan regional government. In addition, its researchers are part of the research group on Elites and
Political Parties, funded by the Institut de Ciències Polítques i Socials (ICPS) in Barcelona.
of the major theoretical, methodological and practical problems raised in this
research.
1. Studies of members of party conventions in democratic Spain.
1.1 The evolution of party conventions in Spain
It is not a coincidence that the preferred field of study concerning members of
political parties in Spain is the party conventions. For theoretical, methodological and
practical reasons these have become the best objects to analyze the human basis of
political parties. From a theoretical point of view and following the path of Cayrol
(1974) it is often argued that the conventions are instances particularly relevant for
those who are interested in the sociology of activism. The party conventions in Spain
are the highlight of the political party life. This is where the party line is set, operating
mechanisms are reviewed and a direction is decided, consequently these conclaves
usually gather the most active party members identified by political science as party
activists. Moreover, from a methodological perspective and in practical terms it is
relatively easy to conduct a survey to a group of people concentrated in a physical
space for a short period of time. This makes them a contingent of manageable
individuals, so that the completion of the survey by means of collective writing does
not pose a great challenge for researchers. As discussed later in this paper, these
reasons have been the subject of serious discussion over the years but this has not
prevented members of conventions to continue to be analyzed mainly through this
mechanism.
Overall, conventions in Spain tend to work through the mechanism of delegates. This
means that not all party members attend them but only a portion of them. They act
as representatives of the various constituencies that elected them and their number
varies depending on the number of party members. Thus, numerous constituencies
have more influence in the convention. Party conventions are becoming more
numerous, a fact largely attributable to the will of the parties to publicly display their
strength but as we point out later the disproportion between party members and
delegates tends to grow in big parties. Although constituencies and the methods by
which delegates are elected have changed substantially depending on the party and
time, these procedures appear to have given greater opportunities for member
participation (Méndez Morales, Ramiro, 2004: 193). However, it should be noted that
in Spain there are still parties that hold or have held conventions in the way of
assemblies, i.e. they are open to the entire membership (provided membership fee
has been paid). However, the trend is for this system to be eliminated and currently
only the Esquerra Republicana de Catalunya (ERC) maintains it.
The fact that delegates are elected and not appointed renders these members of
peculiar relevance. In general, to be chosen candidates must lead an active party
life, which allows them to be known and to acquire some merit in the internal areas
of the organization. Very rarely someone who only pays the party fee will be
appointed, however someone who actively participates in party life, whether this
person holds an internal position or not, shall have a good chance of being chosen.
There are some elements that can shape the selection process and that differentiate
parties over time. Firstly, the selection processes have evolved within the parties,
which must be taken into account when making comparisons between delegates
over time. Political parties have tended to gradually regulate and centralize the
process of appointing delegates (Méndez, Morales, Ramiro, 2004: 189 et seq. 2),
which may have affected the profile of applicants likely to be chosen as delegates.
Secondly, it should be noted that delegates are not the only participants in
conventions. It is common to all parties that in addition to the elected delegates there
is a variable percentage of co-opted delegates or ex officio members attending by
virtue of their position (they are members of the highest executive bodies and party
representatives, public officials, etc.). However, most parties have tended to set
statutory limits on the presence of non-elected delegates. These limits have changed
over time although several parties like the PP and CDC have, for some time now,
established quotas close to 20% of delegates on the basis of their positions.
Ultimately, we should add that many of the Spanish parties have tended to make
possible representation of delegates by other ways than constituency selection.
Undoubtedly, the bulk of these representatives come from its auxiliary organizations,
especially the youth, although some parties also include the election of delegates
through sectorial bodies (teachers, elderly, and so no).
On the other hand, it should be noted that there are two elements that have tended
to restrict the opportunities of membership participation in party conventions. The
first element is the progressive reduction of the frequency of conventions. Over the
years, holding regular conventions has tended to spread and as a general rule most
parties currently hold conventions every four years. Usually they coincide with the
end of the electoral cycle although some of them are held before election cycles in
order to ensure the stability of party leaders in the face of potential bad results. Thus,
the holding of annual or biannual conventions that characterised the lives of Spanish
political parties during the political transition and the early eighties changed in the
nineties when conventions are held every three or, more commonly, every four
years. However, all parties statutes anticipate special conclaves in exceptional
circumstances -internal crisis, electoral defeats, resignations-.
The second element has to do with the growing tendency to increase the number of
delegates representing each party member (Figure 1). This trend is especially visible
in both major national parties, the PSOE and the PP. This is due to the fact that the
steady increase in registered members since the transition has not been
accompanied by a substantial increase in the number of delegates at conventions. In
the case of other parties such as the PCE / IU or CDC the trend has oscillated; in the
case of PCE / IU it is due to a crisis in the number of registered membership in the
eighties and in the case of the CDC due to an increase in the number of delegates
as membership grew.
2
Papers by Méndez, Ramiro Morales (2004), Ramiro (2005), Rodriguez, Barbera, Barrio and Baras
(2011) provide enough information on the procedures for electing delegates in each of the three
national parties and their changes over time.
Figure 1. Ratio of party members per convention delegate in some Spanish
political parties from 1979 to 2009
Source:For the convention delegates: author’s own compilation from data submitted by the parties
and the press.
For the party members Méndez, Morales, Ramiro (2004),and Linz, Montero, Ruiz Jiménez (2005)
The data on the horizontal axis refers to the conventions held by each party since 1979. They do not
correspond with the number of conventions of each organization.
1.2 The evolution of convention delegates’ studies.
Studies on convention delegates in Spain started almost in parallel to the process of
transition to democracy. These pioneering studies were strongly influenced by
French and Italian political sociology, especially through the works of Duverger,
Cayrol, Ysmal or Alberoni. In 1979, Tezanos surveyed delegates from 28th
convention of the PSOE (Tezanos, 1980), while Joan Botella, Jordi Capo and Joan
Marcet conducted a comparative survey of delegates from various Catalan parties
(Botella et alt., 1979). It was the first approach to party activists based on the line
proposed by Cayrol (1974). Their results enabled comparisons to be drawn between
the convention delegates and other sectors of the Spanish political elite of the
transition, such as parliamentarians or members of the party leadership (Pitarch et
alt., 1980; Tezanos, 1983). Similarly, Tezanos performed pioneering work in 1980 in
Spain by interviewing a representative sample of members of the PSOE (Tezanos,
1981).
A few years later, under the leadership of Julian Santamaría, some of these authors
formed a Spanish team which joined the European Political Party Middle Level Elite
(EPPMLE) project, led by Cayrol and Reif (Reif, Cayrol and Niedermayer, 1980;
Cayrol and Reif, 1983). This team conducted surveys to three Spanish parties
(PSOE, AP, CDC) between 1980 and 1982. The first results of this research were
published in the mid-eighties (Capo and Botella, 1985) and were subsequently used
in monographs on political parties (Marcet, 1984, Colomé, 1988, Lopez Nieto, 1996
and 1997).
Throughout the eighties, the study of convention delegates was only continued in
Catalonia, where Gabriel Colomé undertook a considerable number of surveys in the
Catalan socialist and communist conventions (Colomé, 1988, 1992a, 1992b, 1996,
1998). These studies noted the evolution of convention delegates of these parties. In
contrast, the lack of a comparative perspective prevented the development of a more
systematic analysis of delegates as a whole.
This comparative approach did not take place until the mid-nineties, when the
interest in comparing the sociology of the Catalan party delegates resurged. In 1996
for the first time a team conducted a survey of delegates from various political parties
with parliamentary representation in Catalonia (Sánchez, 1999). This work was
based on a questionnaire similar to that used in previous studies and it maintained
the approach taken by the EPPMLE, who considered the universe of individuals
surveyed as intermediate party elites and not as activists.
Since 2000, surveys of convention delegates in Catalonia received new impetus
from the research group led by Montserrat Baras, under whose direction several
waves of surveys were carried out. Baras’ team developed a new and much more
extensive questionnaire and in 2000 successfully forwarded the survey to all Catalan
parties with parliamentary representation (Baras, 2004) and to their youth
organizations (Barberà, Barrio and Rodriguez, 2002a). For the first time, data was
collected from all Catalan parties represented in parliament and it was possible to
complete the sociological and ideological map of the parties’ delegates and their
youth organizations. In 2004, a similar questionnaire with slight modifications was
used in the conventions of the same parties with the goal of collecting a series of
chronological data. This time the success of data collection was unequalled.
In 2006, Montserrat Baras’ team redefined the project. Firstly, the territorial scope of
analysis was extended and all Spanish political parties became the object of study.
Secondly, within the framework of a coordinated research project funded by the
Spanish government, they adapted some questions in order to make it comparable
with the survey of the Observatorio de Politica Autonomica (Autonomic Policy
Centre), which, under the direction of Francisco Llera, conducts regular surveys of
the population in various autonomic regions of Spain. Finally, new questions were
added in line with the questionnaires used in the UK to interview party members
(Seyd and Whiteley, 1992, 2004, Whiteley, Seyd and Richardson, 1994).
Table 1. Surveys of convention delegates conducted in Spain (1979-2010)
Party
Year
1979
1980-82
1984
1987-88
1989-90
1993
1996-7
2000
2004
2006-10
AP
PP
√
√
√
PP
Cat.
√
√
PSOE
√
√
√
-
PSOE
And.
√
PSC
PCE
√
√
√
√
√
√
√
√
√
√
-
PSUC
ICV
√
√
√
√
√
√
√
CDC
ERC
UDC
C’s
CpC
UPN
CHA
CC
PRC
√
√
√
√
√
√
√
√
√
√
√
√
√
√
√
√
√
√
√
√
√
√
Acronyms: AP/PP: Alianza Popular/Partido Popular; PP Cat: PP en Cataluña; PSOE: Partido Socialista Obrero
Español; PSOE And: PSOE en Andalucía; PCE: Partido Comunista de España; PSC: Partit dels Socialistes de
Catalunya; CDC: Convergència Democràtica de Catalunya; PSUC: Partit Socialista Unificat de Catalunya/
Iniciativa per Catalunya; ERC: Esquerra Republicana de Catalunya; UDC: Unió Democràtica de Catalunya; C’s:
Ciutadans/Ciudadanos; CpC: Ciutadans pel Canvi; UPN: Unión del Pueblo Navarro; CHA: Chunta Aragonesista;
CC: Coalición Canaria; PRC: Partido Regionalista Cántabro.
Once the questionnaire was updated, the group's priority was to expand the number
of parties surveyed with particular emphasis on regionalist parties of parliamentary
and governmental significance (Table 1). Also regional conventions of the major
national parties were analyzed. Overall, between 2000 and 2010, Baras’ team has
performed more than thirty surveys of party conventions and obtained more than
5,000 responses on a universe of study of around 20,000 individuals. This has
enabled advances in the diachronic analysis of the delegates as well as in crosssectional comparisons of their sociology, attitudes and behaviors (Argelaguet, 2008,
Baras et al., 2011).
In parallel to the sociological approach other studies have also taken convention
delegates as a research subject in recent years. However, these studies have not
focused on the sociological analysis of delegates but on their role in the process of
selecting leaders and on the organizational effects generated within the party
(Ramiro and Morales, 2004; Mendez, Morales, Ramiro, 2004; Ramiro, 2005,
Rodríguez et al., 2011).
2. The content of the surveys: questions and indicators
The fundamental question that has guided this research was to get to know party
delegates from a demographical point of view as well as from an ideological point of
view. To answer this question, surveys have included various types of questions that
have evolved over time. They can be grouped in four main categories.
The first category includes socio-demographic questions (sex, age, place of birth,
residence, education level, employment status, occupation, religion, etc.). According
to the perspective adopted for these studies these questions made it possible to
attune the intermediate elite’s condition attributed to party delegates.
A second group includes questions on associations (membership in other political
and social organizations) and political career such as previous affiliation to other
parties, length of membership, participation in previous conventions or possession of
internal party positions which involve institutional representation and appointment in
the administration. This has made it possible to outline a specific profile of party
delegates of extensive experience in politics with a high degree of association and
party internal responsibilities. This profile has raised questions about who they are
and what these individuals represent.
Thirdly, the various surveys have included questions concerning the ideological
identity in relation to the individual’s positioning in the left-right axis and their position
regarding national identity. Subsequently, questions were added about the position
of the party and other formations. From this, it has been possible to draw a map of
ideological distribution of delegates and to test some hypotheses concerning the
internal ideological differences between the various party members (Baras, Barbera
and Barrio, 2008), in the line of the work carried out by John D. May (1973), and
similar to other studies done in Spain (López Nieto 1996; 1997; Mendez and
Santamaría, 2001).
Questions relating to the valuation of the parties and their leaders were included
along with the questions of ideological position. This made it possible to raise
explorative questions about the parties’ political alliances and intraparty conflicts
(Baras et al., 2010a.) However, indicators of ideological and political identity (axis
position, evaluation of leaders and parties) have highlighted difficulties and
restrictions in the interpretation and use of quantitative comparative analysis.
Since 2008 the questionnaire has undergone a major expansion in order to promote
comparison and deepen the theoretical scope. New questions were added about the
ideological preferences and delegates’ involvement in the party. Along with existing
questions, new questions were added concerning political socialization and political
information acquisition, perception of own role and that of the party leaders, their
linkage with other social organizations, and also questions concerning opinions
regarding the internal functioning of the party. Similarly, questions were added on
various topics on the political agenda (territorial organization of the state, individual
values, political attitudes), which identify the delegates ideological preferences.
Basically, the new survey questions are designed to observe the behavior and
participation patterns of party delegates. Regardless of how the delegates are from a
demographic perspective and their ideology, we attempt to ascertain the nature of
their behavior and the reasons behind it. The new questionnaire certainly allows new
perspectives in the analysis of party delegates.
3 Theoretical, methodological and practical problems in the study of
convention delegates in Spain.
3.1. Theoretical problems: the changing conceptualization of the delegates
Defining the nature of the object of study is one of the major challenges facing the
study of party delegates since it involves the always difficult task of defining and
identifying the various stakeholders that make up political parties (Heidar, 2006).
What are we looking at when we observe these individuals?
The scholars’ viewpoint has differed depending on the criteria followed; on whether it
is the position held within the party or the behavior that defines the degree of
involvement. In the seventies, part of the French political sociology tended to argue
that the study of delegates was a good way to approach the study of party activists
(Cayrol, 1974; Cayrol and Ysmal, 1982). However, in the eighties, the authors of
EPPMLE defined them as intermediate party elites following positional criteria (Reif,
Cayrol and Niedermayer, 1980; Niedermayer, 1986)3.Despite the success of this
denomination, one of the main criticisms made of the project was precisely the
positional approach used to conceptualize delegates (Pierre, 1986a and 1986b).
Following in part Duverger’s theory of concentric circles and therefore taking the
structure of mass parties as a reference, studies concerning delegates in Spain have
tended to adopt Cayrol’s perspective about who party delegates are and what they
stand for. Nevertheless, the intermediate elite status was not ignored. As noted
earlier, this tradition distinguishes the different layers of the parties’ human basis
according to their degree of participation or involvement. Consequently, delegates
3
Niedermayer set up a typology that differentiated between "ordinary party members, local party
activists, local party elites, middle-level party elites and party leadership" (Niedermayer, 1986: 253)
.
are considered the active members of political parties and the Duvergerian concept
of party activism was used (Baras, 2004).
Graph 2. Presence of delegates in party internal positions (%).
Source: Annex I
However, this consideration has for some time not been satisfactory, not only
because of the changes experienced by political parties in recent years but also due
to the findings derived from the results of research. Convention delegates are no
longer -and possibly have not been since the restoration of democracy in Spain-,
simple active members who supposedly devoted their time to the party on a
voluntary basis, and who are driven by collective identity or solidarity. In contrast,
data shows that many of them have held internal positions in the party (Figure 2),
though this data is fragmented and needs to be analyzed carefully. Their high and
growing level of involvement in the organizational hierarchy has long questioned the
conventional assumption that these individuals are mere party activists or even
according to the old definition of Cayrol and Ysmal, which, as noted, was taken as
the basis for the research of delegates in Spain.
Graph 3. Presence of delegates in public office and administration (%).
Source: Annex I
The progressive involvement of delegates in the party's organizational structure has
evolved in parallel with a growing trend towards political professionalization. The
pattern of progressive participation of delegates in public office or positions within the
administration seems quite widespread in all parties but as indicated later this data
should be analyzed with caution because of its fragmentation (Figure 3). The data
seems to coincide and it is confirmed by the results of other research on parties in
Spain (Oñate, 2008). The gradual professionalization of delegates suggests changes
in the structure of incentives by which they participate in politics. Although they may
also be motivated by incentives such as collective identity or solidarity, the growing
professionalization highlights the importance of selective incentives at the time of
collective action.
Figure 4. Presence of delegates with union membership
Source: Annex I
It is also possible to appreciate these changes when analyzing the membership of
delegates of leftist parties (PSOE, PSUC-ICV and PSC) to the various unions
(Figure 4). The progressive decline in membership from the eighties must surely be
understood in the context of the relationship changes experienced during this period
between the leftist parties and unions. However, it is also possible that they may be
related to changes in the structure of incentives and especially in the change of
priorities in the incentives that guide collective action.
3.2. Methodological problems: representativeness, reliability and comparison
Research on delegates conducted over the years raises some methodological
problems related to the representativeness of the data collected, the reliability of the
method itself and the limitations of comparing between individuals and parties.
One of the most significant methodological problems of studying delegates through
surveys has to do with representation. This problem is particularly relevant when the
number of questionnaires collected is low. The answer rate to our questionnaires has
tended to be a percentage equal to or above 20% with some exceptions (Figure 5).
One way to control the potential bias that may occur in the population surveyed is to
contrast the data collected with the official information on delegates that the parties
make available to the media. This can be done by means of certain demographic
variables (gender, age, territorial origin). However, it should be noted that this
exercise of control of the bias is not always possible because sometimes parties
avoid sharing this type of information with the media or researchers4.
4
The example of UDC which in 2008 managed to omit the number of delegates to the media
illustrates this point.
Graph 5. Percentage of responses over the total of delegates.
Source: Annex I
Secondly and linked to the issue of representativeness, there is a problem of
reliability resulting from the method used for distributing the survey to delegates5. In
the Spanish case, the collection of information is done through questionnaires to be
completed by the delegates themselves at the convention. In the case of the
delegates, this data collection technique does not suffer from the typical problems of
bias resulting from barriers related to education because the vast majority of them
are highly educated (Niedermeyer, 1986: 255). In contrast, there are other problems
of bias that are more difficult to solve. The most difficult issue is undoubtedly the
difficulty in obtaining information from the upper echelons of the party elite. This is
due in part to their fear of being identified but, above all, due to their lack of time to
fill in the questionnaire.
Finally, the main methodological obstacle faced is the degree of comparison that can
be performed based on the data from our research and that conducted previously.
Restrictions on comparative analysis of delegates may arise for three main reasons:
the changes that occur in the object (regulatory changes in the functioning of the
convention or the selection of delegates); changes to the tool used for data collection
(changes in the questionnaire) or because of the difficulty in handling additional data
or in accessing databases from other investigations.
From the outset and as noted in section 1.1, we point out the limitations in the
comparisons that result from regulatory changes that have occurred in the
organisation of conventions. This is a problem with relevant theoretical implications
because changes of the object reveal profound changes in the functioning of political
parties and the internal distribution of power.
Beyond the changes in the evolution of the object, there are some intrinsic problems
related to the method used. On the one hand, we must mention the differences in the
5
The questionnaire is included in the conference documentation and delegates must fill out and
submit it to the researchers in a given place. They are responsible for reminding convention delegates
to complete and collect it.
content of the questionnaires, which sometimes may have been designed from
different perspectives and for different purposes and, therefore, with different
questions over time. Early research on convention delegates in Spain was mainly
intended to define the delegates’ sociological portrait and to explore their basic
ideological orientation. As already noted, it was not until very recently that
questionnaires began to incorporate questions on behaviour and political views.
On the other hand, problems may occur due to the discrepancies in the
measurement used for the indicators, even for questions that have been maintained
over time. One of the most common discrepancies lies in the use of different scales
for the identification on the left-right scale (Niedermayer, 1986: 257). In the Spanish
case, while some research used a scale of 1 to 10 (Botella and Capo, 1985, Mendez
and Santamaria, 2001, Lopez Nieto, 1996 and 1997), others have opted for scales
from 1 to 7 (Sanchez, 1999 , Baras, 2004).
The third problem in comparative analysis is related to the technical handling ofdata.
One of the difficulties of diachronic comparison arises when research has been
conducted by different teams at different times. In some cases access to databases
is difficult. In other cases, the problem is more serious because the databases and
questionnaires were lost; this is the case for surveys conducted in the late seventies
and much of the eighties. In these cases, we only have published data with limited
opportunity for handling and comparison with other databases. This leads to
important limitations to the diachronic analysis of delegates and parties, as
highlighted in the next section.
However, the difficulty in comparing data results also from the handling of data from
different parties when the comparison is done on an individual level at a given point
in time and collected by the same team of pollsters. In fact, one of the main
incentives for conducting surveys of different parties with the same questionnaire is
the possibility of synchronous observations not only at the aggregate level by parties
but also individually. In these cases, the universe of analysis would not consist of
delegates from each party but of all delegates in the party system or at least of those
surveyed parties. To date, there has been little analysis at an individual-level using
data derived from surveys of delegates (Barberà, Barrio and Rodriguez, 2002b;
Baras et al., 2010b). Undoubtedly, research of Spanish party delegates at an
individual level is a major challenge for the future. This would explore the behaviour,
opinions and attitudes of delegates similar to the analysis conducted for party
members (Seyd and Whiteley, 1992 and 2004).
The main obstacle to the analysis at an individual-level arises from the strategy for
data collection. As discussed above, the researchers’ main concern until now has
been the representativeness of each of the surveys for eachparty and not the
development of a pooled sample for all parties. As discussed in the next section, this
is due to some extent to the lack of guarantees that researchers have had that
sampling could be carried out successfully in all selected parties. The result of this
process is that different numbers of surveys are collected for each party depending
on the number of delegates and the success at the time of distributing the
questionnaire.
Secondly, this raises problems at the time of statistical aggregation of polls. The
following question regarding the criterion of aggregation arises when creating a data
matrix that adds the individual matrices of each party: indiscriminately aggregation
that gives more weight to parties where a higher number of surveys were collected?
Weighted aggregation depending on attendance at each convention? Weighted
aggregation giving more weight to parties with greater affiliation or electoral support?
In the first and second cases we would be looking at the population attending party
conventions. In the third case, our focus would be on the population of activists of
the party system. The first two approaches are simpler, the latter being preferable to
the first approach as it avoids the bias resulting from the different degree of
response.
If we take this second approach, we should choose from different weighting criteria:
number of votes obtained by each party in the most immediate election or number of
party members. In the first case, the problem is the existence of various types of
elections in multi-level systems, the second difficulty is that the information is not
always available or it is not always reliable enough. Moreover, the problem of
weighting is linked to the broader problem of how to conceptualize delegates and to
establish a reference group that they represent theoretically. As discussed earlier,
the answers to the academic debate have changed over time.
Perhaps for this reason the most conservative response is that which can be most
useful, surveys are representative of delegates attending the convention, therefore
statistical inference should be limited to this group. In the Spanish case there is one
more reason to justify choosing this option. Party conventions are still the place
where the leader is elected, this means that delegates are their selectorate.
Unfortunately, what may be a solution for the Spanish case is a serious obstacle in
comparative terms as these processes have been transferred to members in many
other parties through the primaries.
3.3. Practical problems
Third but not least, there is a set of practical problems that arise during the
investigation. The main one is accessing the parties. The first contact is usually
established by sending a letter to the head of the party organization and in parallel
relatively informal telephone contacts are made. The response from organizations
varies; some are open and display frank cooperation while others show reluctance
and mistrust towards the researcher. Parties tend to be suspicious and overcoming
their reluctance is one of the most complex tasks researchers face. Sometimes we
have not been allowed to distribute the survey. There was a situation whereby the
distribution of the survey was aborted by the organization after having received
approval and once the process was started. We conclude that access to parties is
not always easy and success often depends more on informal channels, i.e.
personal contacts than on formal and institutionalized channels. In some cases, the
informal channel may be less effective when a personal contact being inadequate –
due to internal likes and dislikes- this may hinder the completion of the survey.
Once the organization’s authorization and support for the distribution of the survey is
in place, we must overcome the distrust of many delegates who are not happy for
the academy to analyse them. Much energy is needed to convince them of the
benefits of the project and of the fact that there is no hidden agenda. The outcome is
not always positive, especially when the reason for refusal to complete the survey is
simply laziness or lack of time by the delegate.
Furthermore, as already indicated, this type of survey does not imply significant bias
because the conventions’ delegates have high levels of education. However, it is
common for them to complain about the length of the survey, some of the questions
and the guarantees of anonymity as someone with a deep knowledge of the party
could actually identify some of the stakeholders interviewed.
In short, these are the usual problems faced by researchers of political parties
throughout history. However, the reluctance usually fades and organizations work
amicably thereafter once a survey is distributed and the parties know the research
method and understand that the survey is used for strictly academic purposes.
Conclusions
Although research on the evolution of party membership and the role of party
members has been conducted in Spain, the truth is that convention delegates
constitute the main subject in most of the research carried out. This type of research
has a long academic tradition and it reached its peak in the mid-eighties with the
EPPMLE project. Despite the theoretical, methodological or practical problems of
this research, it is, undoubtedly, a useful tool to research a topic that otherwise could
be hardly addressed. It is for this reason that these types of studies are still
conducted in countries such as France, Italy, Belgium and Germany
Despite its obvious usefulness, the main limitation of this type of research resides in
the insufficient use of diachronic and synchronous comparative studies both
nationally and in other countries. EPPMLE investigations marked a milestone in this
direction which unfortunately seems not to have been sustained over time. The
research team led by Montserrat Baras made efforts to draw comparisons at a
national level where research is conducted on one party or the comparisons are
between regional parties. As already noted, it is still a long way to achieving this and
one of the potential difficulties lies in the recovery and systematization of information
from past research. The next step in this project is to conduct research on party
members in the medium and long term. This type of research has been successful in
some countries like Norway, the United Kingdom and Belgium and it is undoubtedly
one of the major gaps in this field in Spain. To avoid limitations in the research on
delegates it would be desirable for this project not to be limited to a national scale
but to include Europe from the outset.
Annex I. Summary of data form different surveys of party conventions (1979-2008).
AP
1981
PP
1993
PP
2008
PSOE
1979
PSOE
1981 T
PSOE
1997
CDC
1979
CDC
1981
CDC
1996
CDC
2008
PSUC
1979
PSUC
1988
ICV
1996
ICV
2008
PSC
1979
PSC
1987
PSC
1997
PSC
2008
19,4
18,0
33,1
7,8
4,8
24,5
13,4
4,7
20
37,2
13,1
16,4
29
35
14,2
11,6
25
27,5
More than 65 years old
9,3
9,1
8,6
2,4
2,1
13
1,7
4,6
‐
11,2
5,8
6,5
19,4
4,9
1,1
9,1
14,1
4,9
University studies
56,2
‐
68,4
48,7
58,7
69,1
71,2
55,4
56
55,2
46,2
46,24
49
70,5
72,2
61,1
53
71,8
Non active
13,6
18,2
19,3
9,8
4,5
‐
6,6
5,2
12
17,2
17,3
13,9
9
18,3
15,9
11,9
9
16,2
Post within the party
66,5
76,0
77,6
‐
79,3
‐
‐
‐
69
71,2
‐
65,2
66,4
72
‐
66,2
70
66,2
Local
‐
‐
51,5
‐
38,7
‐
‐
‐
35
56,2
‐
51,1
‐
54,9
‐
40,8
‐
54,9
Public post
11,0
48,0
62
‐
57,3
70,1
‐
‐
37
52,2
‐
19,1
28
30,8
‐
‐
35,8
63,4
Local
‐
28,7
50,4
‐
‐
‐
24,3
‐
‐
18,8
18
‐
49,8
‐
23,2
‐
‐
18,6
‐
31,2
‐
‐
‐
29,9
‐
‐
‐
26,8
Women
‐
‐
38,9
Fathers members of a party
‐
‐
32
Ex‐ member of another party
‐
‐
13,1
19,2
26,8
‐
6,9
‐
‐
12,7
30,5
26,4
61,4
45,4
52,7
39,6
27
26,8
5 or more years as member
‐
‐
75,8
29,4
50,3
83
4,7
‐
74,2
82,2
74,8
‐
80,8
79,3
‐
73,6
82,1
83,2
Attended previous conventions
‐
‐
63,2
‐
79,7
80,4(b)
27,3
‐
‐
57,4
4,2(b)
‐
59,1
72
34,1
55
57,7
64,8
Member of a trade union
‐
‐
10,3
‐
‐
50
9,9
5,4
10,4
11,8
77,7
80,8
66,4
54,6
67,8
72,6
44
40,1
27,7(a) 24,3 (a)
Convention attendants
1400
‐
2643
897
799
945
900
1054
‐
2027
1217
‐
‐
485
590
‐
‐
1129
Surveys collected
269
‐
513
296
641
444
402
403
‐
521
884
528
524
328
437
223
260
142
%
19,2
‐
19,4
33,0
80,5
47,0
44,6
38,2
‐
27,2
72,6
‐
‐
67,6
74,1
‐
‐
11,6
Source: For AP/PP the data come from Capo and Botella (1985), López Nieto (1996 y 1997) and the 2008 Baras team’ survey. For the PSOE data come from
Tezanos, (1980 y 1983), Botella (1985), Méndez and Santamaría (2001). For CDC sources are Botella, et. alt (1979), Pitarch et. alt (1980), Marcet (1984),
Sánchez (1999), and the 2008 Baras team’ survey. For the PSC data come from Botella et. alt (1979), Pitarch, et. alt. (1980), Marcet (1984), Colomé (1988,
1992b,1998), Sánchez (1999), and the 2008 Baras team’ survey. Fort the PSUC/ICV data are from Botella et. alt (1979), Pitarch, et. alt. (1980), Marcet
(1984), Colomé (1992a), Sánchez (1999), and the 2008 Baras team’ survey.
a. Father member of the same party; b. Attended the last party conventions. – no data available.
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