Appendix A — Replication and Production Notes
The dissertation’s supporting material is organized into three appendices, each corresponding to a specific part of the manuscript so that it can travel intact if that part is later developed into a standalone journal article. Appendix letters (A, B, C) are assigned automatically by Quarto’s book: appendices: mechanism, in the order the appendix files are listed in _quarto.yml, so they are never hardcoded in this text.
| Appendix covers | Corresponds to |
|---|---|
| Notes on the Introduction; replication package; visualization and software standards (this appendix) | The dissertation as a whole — stays with the manuscript regardless of which parts are later split off |
| Data sources, harmonization decisions, codebook, validation, and extended per-figure notes for the PNAD/PNADC survey data | Part II |
| Press corpus and documentary sources (forthcoming) | Part III |
Part I, an intellectual history grounded in published literature rather than original data collection, requires no data appendix.
A.1 Notes on the Introduction
This section collects expanded notes for specific claims made in the Introduction. A claim that needs elaboration — a citation, a data point, a methodological caveat — is marked in the Introduction’s text with a parenthetical pointer (e.g., “see Section A.1, n. 1”) rather than a footnote, so that the Introduction’s prose stays uncluttered. Notes are added here as they are identified; none have been added yet.
A.2 Replication Package
The code, data pipeline scripts, and documentation for this dissertation are maintained in a Git repository hosted on GitHub. The replication package includes:
- All R scripts for data collection, harmonization, and analysis (
4-DA-Code/) - Quarto source files for all chapters (
3-texts/) - Rendered outputs (
docs/)
Datasets used in the analysis are not included in the repository because they are publicly available from original sources (IBGE, INEP) and exceed practical size limits for version control. The 5-data/ directory (maintained outside the repository in MancanoSync/) stores the processed microdata files; its structure is documented in 4-DA-Code/2026-06_Harmonizing-BR-Data/README.md.
R version and package versions used for the final analysis are recorded below in Section A.4.
The educabr2 R package, which compiles the long-run enrollment series used in several analyses, is documented in a dedicated appendix (Appendix D).
A.3 Visualization Standards
All figures in this dissertation follow a unified visual style defined in 4-DA-Code/utils/plot_theme.R. The standards described here are derived from Healy (2019/2026).
Typography. Figures use CMU Serif (the TrueType version of Latin Modern), matching the dissertation body font (\usepackage{lmodern}). A fallback to "serif" is applied automatically if CMU Serif is not installed on the rendering system.
Color palette. All figures use the Okabe-Ito palette (Okabe and Ito 2008, Color Universal Design), an eight-color set designed to be distinguishable for the three most common forms of color vision deficiency (protanopia, deuteranopia, tritanopia). It has been adopted by the journal Nature and by the R packages ggthemes and cowplot. Three palette roles are defined:
| Role | Colors | When Used |
|---|---|---|
| Qualitative | Eight Okabe-Ito hues | Unordered categories (governments, data sources, regions) |
| Sequential | White → Okabe blue gradient | Ordered data (income deciles D1→D10) |
| Diverging | Okabe blue (#0072B2) / red-brick (#D55E00) |
Gains and losses (delta by government) |
Figure dimensions. The A4 text block width is 15.92 cm (= 21 − 2 × 2.54 cm) ≈ 6.27 inches. Standard dimensions:
| Constant | Inches | Use |
|---|---|---|
LARGURA_TEXTO |
6.27 | Full-width figure (default) |
LARGURA_2_3 |
4.20 | Two-thirds width |
LARGURA_MEIA |
3.10 | Half-width / side-float |
ALTURA_PADRAO |
3.80 | Most figures (~1.65:1 ratio) |
ALTURA_ALTA |
5.00 | Many y-axis categories |
ALTURA_DUPLA |
7.50 | Multi-panel or long bar charts |
Caption policy. Following Healy (2019/2026) (ch. 8): a caption should convey what the graph cannot convey on its own. Labels, axes, and legends appear inside the image. Descriptive titles appear in the Quarto image caption. Short fignotes (\begin{fignote}...\end{fignote}, ≤ ~5 printed lines; WRITING-STYLE.md §13.7) follow each figure with the essentials for reading it and a mandatory link to that figure’s own entry in Extended Figure Notes (Section B.7); harmonization decisions, survey variable codes, and other estimation detail live in that entry, not in the fignote itself.
A.4 Software Versions
The analysis was conducted in R. A sessionInfo() snapshot will be added here at the time of the defense.
# To reproduce:
sessionInfo()Key packages: arrow, dplyr, ggplot2, here, Hmisc, scales, showtext, survey, tidyverse.
Quarto version: run quarto --version in the terminal.