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Order-Cycle Impossibility for Scalar Ordinal Aggregation: Marginal Lorenz Monotonicity and Lower-Orthant (Principal Down-Set) Monotonicity Cannot Be Simultaneously Scalarized

Authors: Fathi, Kevin;

Order-Cycle Impossibility for Scalar Ordinal Aggregation: Marginal Lorenz Monotonicity and Lower-Orthant (Principal Down-Set) Monotonicity Cannot Be Simultaneously Scalarized

Abstract

Two strict desiderata are natural in multidimensional ordinal aggregation: (i) strict marginal Lorenz(monotone-in-majorization) response to marginal equalization, and (ii) strict principal down-set(monotone-in-lower-orthant) response to strengthening of joint low-ordinal mass. We show these twostrict requirements are universally incompatible under strict forms of the axioms with scalar aggregation. First, we prove an unavoidable mixed-cycle theorem: for every finite ordinal grid$\{1,\ldots,K\}\times\{1,\ldots,L\}$ with $K,L\ge 2$, we give explicit strictly positive jointdistributions $P,Q$ such that $P\prec_{\mathrm{LO}}Q$ while $Q\prec_M P$. Any scalar strictly monotone inboth relations would increase along this two-step cycle and return to its start, impossible. The samecontradiction extends to any strict dependence relation satisfying a minimal principal down-setmonotonicity axiom. Second, even when mixed cycles are blocked by restricting dependence comparisons to fixed marginals(marginal-invariant dependence), scalarization can still fail for an independent reason: on anuncountable chain of marginal classes totally ordered by strict marginal Lorenz equalization, strictwithin-class dependence monotonicity forces uncountably many pairwise disjoint nonempty open intervalsin $\R$. We prove a sharp classification on such chain domains: scalarization is possible if and onlyif only countably many marginal classes are dependence-nontrivial and each such class admits aninternal scalar representation. We also identify universal finite-dimensional order parameters for the axioms (Lorenz signatures formarginals and the principal down-set signature for lower-orthant order) and give a natural two-numberreport $(E,D)$: $E$ is strictly $\prec_M$-monotone and $D$ is strictly $\prec_{\mathrm{LO}}$-monotone,but $(E,D)$ is not a global ranking---it exposes a two-objective conflict. The operational conclusion isto report separate certificates (or signatures) and analyze trade-offs (e.g.\ Pareto frontiers), ratherthan searching for a single scalar that strictly respects both strict axioms.

Keywords

Impossibility theorem, Dependence structure, Multidimensional measurement, Lower-orthant order, Ordinal aggregation, Scalar indices, Concordance, State-vector architecture, Order cycles, Majorization, Lorenz order, Ordinal Majorization Entropy (OME)

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selected citations
These citations are derived from selected sources.
This is an alternative to the "Influence" indicator, which also reflects the overall/total impact of an article in the research community at large, based on the underlying citation network (diachronically).
BIP!Citations provided by BIP!
popularity
This indicator reflects the "current" impact/attention (the "hype") of an article in the research community at large, based on the underlying citation network.
BIP!Popularity provided by BIP!
influence
This indicator reflects the overall/total impact of an article in the research community at large, based on the underlying citation network (diachronically).
BIP!Influence provided by BIP!
impulse
This indicator reflects the initial momentum of an article directly after its publication, based on the underlying citation network.
BIP!Impulse provided by BIP!
0
Average
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