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Research Design :Research Design :
Part 1 : MeasurementPart 1 : Measurement
Research Design :Research Design :
Part 1 : MeasurementPart 1 : Measurement
ABDM4064 BUSINESS RESEARCHABDM4064 BUSINESS RESEARCH
by
Stephen Ong
Principal Lecturer (Specialist)
Visiting Professor, Shenzhen
6-2
Design in the Research ProcessDesign in the Research Process
MeasurementMeasurement
ConceptsConcepts
13–3
13–4
LEARNING OUTCOMESLEARNING OUTCOMESLEARNING OUTCOMESLEARNING OUTCOMES
1. Determine what needs to be measured to address
a research question or hypothesis
2. Distinguish levels of scale measurement
3. Know how to form an index or composite measure
4. List the three criteria for good measurement
5. Perform a basic assessment of scale reliability
and validity
After studying this chapter, you should be able to
6. Describe how business researchers think of
attitudes
7. Identify basic approaches to measuring attitudes
8. Discuss the use of rating scales for measuring
attitudes
9. Represent a latent construct by constructing a
summated scale
10. Summarize ways to measure attitudes with ranking
and sorting techniques
11. Discuss major issues involved in the selection of a
measurement scale
13–5
LEARNING OUTCOMESLEARNING OUTCOMES
(cont’d)(cont’d)
LEARNING OUTCOMESLEARNING OUTCOMES
(cont’d)(cont’d)
12. Explain the significance of decisions about
questionnaire design and wording
13. Define alternatives for wording open-ended and
fixed-alternative questions
14. Summarize guidelines for questions that avoid
mistakes in questionnaire design
15. Describe how the proper sequence of questions
may improve a questionnaire
16. Discuss how to design a questionnaire layout
17. Describe criteria for pretesting and revising a
questionnaire and for adapting it to global markets
LEARNING OUTCOMES (cont’d)LEARNING OUTCOMES (cont’d)LEARNING OUTCOMES (cont’d)LEARNING OUTCOMES (cont’d)
11-7
FromFrom
InvestigativeInvestigative
toto
MeasurementMeasurement
QuestionsQuestions
WHAT DO I MEASURE?WHAT DO I MEASURE?
 Before the measurement process can be defined,
researchers have to decide exactly what it is that
needs to be produced.
 The decision statement, corresponding research
questions and research hypotheses can be used to
decide what concepts need to be measured.
 Measurement is the process of describing some
property of a phenomenon of interest usually by
assigning numbers in a reliable and valid way.
 When numbers are used, the researcher must have
a rule for assigning a number to an observation in a
way that provides an accurate description.
 All measurement, particularly in the social sciences,
contains error.
13–8
WHAT DO I MEASURE?WHAT DO I MEASURE?
(cont’d)(cont’d)
Concepts
A researcher has to know what to measure before
knowing how to measure something.
A concept is a generalized idea that represents
something of meaning.
Concepts such as age, sex, education and number of
children are relatively concrete properties and present
few problems in either definition or measurement.
Concepts such as brand loyalty, corporate culture,
and so on are more abstract and are more difficult to
both define and measure.
13–9
WHAT DO I MEASURE?WHAT DO I MEASURE?
(cont’d)(cont’d)
Operational Definitions
Researchers measure concepts through a process
known as operationalization, which is a process that
involves identifying scales that correspond to variance
in the concept.
Scales provide a range of values that correspond to
different values in the concept being measured.
Scales provide correspondence rules that indicate
that a certain value on a scale corresponds to some
true value of a concept, hopefully in a truthful way.
13–10
WHAT DO I MEASURE? (cont’d)WHAT DO I MEASURE? (cont’d)
Operational Definitions (cont’d)
Variables
 Researchers use variance in concepts to
make diagnoses.
 Variables capture different concept values.
 Scales capture variance in concepts and as
such, the scales provide the researcher’s
variables.
 For practical purposes, once a research
project is underway, there is little difference
between a concept and a variable.
WHAT DO I MEASURE?WHAT DO I MEASURE?
(cont’d)(cont’d)
Operational Definitions (cont’d)
Constructs
 Sometimes a single variable cannot capture a
concept alone.
 Using multiple variables to measure one
concept can often provide a more complete
account of some concept than could any
single variable.
 A construct is a term used for concepts that
are measured with multiple variables.
 Can be very helpful in operationlizing a
concept.
13–12
EXHIBIT 13.EXHIBIT 13.33 Susceptibility to Interpersonal Influence: An Operational DefinitionSusceptibility to Interpersonal Influence: An Operational Definition
11-14
MeasurementMeasurement
SelectSelect
measurable phenomenameasurable phenomena
Develop a set ofDevelop a set of
mapping rulesmapping rules
Apply the mapping ruleApply the mapping rule
to each phenomenonto each phenomenon
11-15
Characteristics of MeasurementCharacteristics of Measurement
11-16
Types of ScalesTypes of Scales
OrdinalOrdinal
intervalinterval
NominalNominal
RatioRatio
11-17
Levels of MeasurementLevels of Measurement
OrdinalOrdinal
intervalinterval
RatioRatio
NominalNominalNominalNominal ClassificationClassification
11-18
Nominal ScalesNominal Scales
Mutually exclusiveMutually exclusive
andand
Collectively exhaustiveCollectively exhaustive
categoriescategories
Exhibits onlyExhibits only
classificationclassification
11-19
Levels of MeasurementLevels of Measurement
OrdinalOrdinalOrdinalOrdinal
intervalinterval
RatioRatio
NominalNominal ClassificationClassification
OrderOrder
ClassificationClassification
11-20
Ordinal ScalesOrdinal Scales
• Characteristics ofCharacteristics of
nominal scalenominal scale
• OrderOrder
• Implies greater thanImplies greater than
or less thanor less than
11-21
Levels of MeasurementLevels of Measurement
OrdinalOrdinal
IntervalIntervalIntervalInterval
RatioRatio
NominalNominal ClassificationClassification
OrderOrder
ClassificationClassification
OrderOrder
ClassificationClassification DistanceDistance
11-22
Interval ScalesInterval Scales
Characteristics ofCharacteristics of
nominal and ordinalnominal and ordinal
scalesscales
Equality of interval.Equality of interval.
Equal distanceEqual distance
between numbersbetween numbers
11-23
Levels of MeasurementLevels of Measurement
OrdinalOrdinal
intervalinterval
RatioRatioRatioRatio
NominalNominal ClassificationClassification
OrderOrder
ClassificationClassification
OrderOrder
ClassificationClassification DistanceDistance
Natural OriginNatural Origin
OrderOrder
ClassificationClassification DistanceDistance
11-24
Ratio ScalesRatio Scales
Characteristics ofCharacteristics of
nominal, ordinal,nominal, ordinal,
interval scalesinterval scales
Absolute zeroAbsolute zero
Levels of Scale MeasurementLevels of Scale Measurement
 The level of scale measurement is important
because it determines the mathematical
comparisons that are allowed.
 The four levels of scale measurement are:
13–26
Levels of Scale MeasurementLevels of Scale Measurement
(cont’d)(cont’d)
 Nominal
 Assigns a value to an object for
identification or classification purposes.
 Most elementary level of measurement.
 Ordinal
 Ranking scales allowing things to be
arranged based on how much of some
concept they possible.
 Have nominal properties.
13–27
Levels of Scale MeasurementLevels of Scale Measurement
(cont’d)(cont’d)
 Interval
 Capture information about differences in
quantities of a concept.
 Have both nominal and ordinal properties.
 Ratio
 Highest form of measurement.
 Have all the properties of interval scales
with the additional attribute of
representing absolute quantities.
 Absolute zero.
EXHIBIT 13.EXHIBIT 13.44 Nominal, Ordinal, Interval, and Ratio Scales Provide DifferentNominal, Ordinal, Interval, and Ratio Scales Provide Different
InformationInformation
EXHIBIT 13.EXHIBIT 13.55 Facts About the Four Levels of ScalesFacts About the Four Levels of Scales
12-30
Measurements are RelativeMeasurements are Relative
“Any measurement must take into account
the position of the observer. There is no
such thing as measurement absolute, there
is only measurement relative.”
Jeanette Winterson
journalist and author
12-31
The Scaling ProcessThe Scaling Process
12-32
Nature of AttitudesNature of Attitudes
Cognitive
I think oatmeal is healthier
than corn flakes for breakfast.
Affective
Behavioural
I hate corn flakes.
I intend to eat more oatmeal
for breakfast.
12-33
Improving PredictabilityImproving Predictability
Reference
groups
Reference
groups
Multiple
measures
Multiple
measures
FactorsFactors
StrongStrong
Specific
Basis
DirectDirect
12-34
Measurement ScalesMeasurement Scales
“All survey questions must be
actionable if you want results.”
Frank Schmidt, senior scientist
The Gallup Organization
12-35
Selecting aSelecting a
Measurement ScaleMeasurement Scale
Research objectives Response types
Data properties
Number of
dimensions
Forced or unforced
choices
Balanced or
unbalanced
Rater errors
Number of
scale points
12-36
Response TypesResponse Types
Rating scaleRating scale
Ranking scaleRanking scale
CategorizationCategorization
SortingSorting
12-37
Number of DimensionsNumber of Dimensions
Unidimensional
Multi-dimensional
12-38
Balanced or UnbalancedBalanced or Unbalanced
Very badVery bad
BadBad
Neither good norNeither good nor
badbad
GoodGood
Very goodVery good
PoorPoor
FairFair
GoodGood
Very goodVery good
ExcellentExcellent
How good an actress is Angelina Jolie?
12-39
Forced or Unforced ChoicesForced or Unforced Choices
Very badVery bad
BadBad
Neither good nor badNeither good nor bad
GoodGood
Very goodVery good
Very badVery bad
BadBad
Neither good nor badNeither good nor bad
GoodGood
Very goodVery good
No opinionNo opinion
Don’t knowDon’t know
How good an actress is Angelina Jolie?
12-40
Number of Scale PointsNumber of Scale Points
Very badVery bad
BadBad
Neither good norNeither good nor
badbad
GoodGood
Very goodVery good
Very badVery bad
Somewhat badSomewhat bad
A little badA little bad
Neither good nor badNeither good nor bad
A little goodA little good
Somewhat goodSomewhat good
Very goodVery good
How good an actress is Angelina Jolie?
12-41
Rater ErrorsRater Errors
Error of
central tendency
Error of leniency
•Adjust strength of
descriptive adjectives
•Space intermediate
descriptive phrases
farther apart
•Provide smaller
differences
in meaning between
terms near the
ends of the scale
•Use more scale points
12-42
Rater ErrorsRater Errors
Primacy Effect
Recency Effect
Reverse order of
alternatives periodically
or randomly
12-43
Rater ErrorsRater Errors
Halo Effect
• Rate one trait
at a time
• Reveal one trait
per page
• Reverse anchors
periodically
ATTITUDES AS HYPOTHETICALATTITUDES AS HYPOTHETICAL
CONSTRUCTSCONSTRUCTS
 Attitude
 An enduring disposition to consistently
respond in a given manner to various aspects
of the world.
 Components of attitudes:
 Affective Component
 The feelings or emotions toward an object
 Cognitive Component
 Knowledge and beliefs about an object
 Behavioural Component
 Predisposition to action
 Intentions
 Behavioural expectations
Techniques for MeasuringTechniques for Measuring
AttitudesAttitudes
 Ranking
 Requiring the respondent to rank order
objects in overall performance on the
basis of a characteristic or stimulus.
 Rating
 Asking the respondent to estimate the
magnitude of a characteristic, or quality,
that an object possesses by indicating on
a scale where he or she would rate an
object.
14–46
Techniques for MeasuringTechniques for Measuring
Attitudes (cont’d)Attitudes (cont’d)
 Sorting
 Presenting the respondent with several
concepts typed on cards and requiring the
respondent to arrange the cards into a
number of piles or otherwise classify the
concepts.
 Choice
 Asking a respondent to choose one
alternative from among several
alternatives; it is assumed that the chosen
alternative is preferred over the others.
Attitude Rating ScalesAttitude Rating Scales
 Simple Attitude Scale
 Requires that an individual agree/disagree
with a statement or respond to a single
question.
 This type of self-rating scale classifies
respondents into one of two categories (e.g.,
yes or no).
 Example:
THE PRESIDENT SHOULD RUN FOR RE-ELECTION
_______ AGREE ______ DISAGREE
12-48
Simple Category ScaleSimple Category Scale
I plan to purchase a MindWriter laptop in the
12 months.
 Yes
 No
Attitude Rating Scales (cont’d)Attitude Rating Scales (cont’d)
 Category Scale
 A more sensitive measure than a simple
scale in that it can have more than two
response categories.
 Question construction is an extremely
important factor in increasing the usefulness of
these scales.
 Example:
How important were the following in your decision to visit San Diego? (check one for each item)
VERY SOMEWHAT NOT TOO
IMPORTANT IMPORTANT IMPORTANT
CLIMATE ___________ ___________ ___________
COST OF TRAVEL ___________ ___________ ___________
FAMILY ORIENTED ___________ ___________ ___________
EDUCATIONAL/HISTORICAL ASPECTS ___________ ___________ ___________
FAMILIARITY WITH AREA ___________ ___________ ___________
EXHIBIT 14.EXHIBIT 14.11 Selected Category ScalesSelected Category Scales
12-51
Multiple-Choice,Multiple-Choice,
Single-Response ScaleSingle-Response Scale
What newspaper do you read most often for financial news?
 East City Gazette
 West City Tribune
 Regional newspaper
 National newspaper
 Other (specify:_____________)
12-52
Multiple-Choice,Multiple-Choice,
Multiple-Response ScaleMultiple-Response Scale
What sources did you use when designing your new
home? Please check all that apply.
 Online planning services
 Magazines
 Independent contractor/builder
 Designer
 Architect
 Other (specify:_____________)
12-53
Likert ScaleLikert Scale
The Internet is superior to traditional libraries for
comprehensive searches.
 Strongly disagree
 Disagree
 Neither agree nor disagree
 Agree
 Strongly agree
Attitude Rating Scales (cont’d)Attitude Rating Scales (cont’d)
 Likert Scale
 A popular means for measuring attitudes.
 Respondents indicate their own attitudes
by checking how strongly they agree or
disagree with statements.
 Typical response alternatives: “strongly
agree,” “agree,” “uncertain,” “disagree,” and
“strongly disagree.”
 Example:
It is more fun to play a tough, competitive tennis match than to
play an easy one.
___Strongly Agree ___Agree ___Not Sure ___Disagree ___Strongly Disagree
EXHIBIT 14.EXHIBIT 14.22 Likert Scale Items for Measuring Attitudes toward Patients’Likert Scale Items for Measuring Attitudes toward Patients’
Interaction with a Physician’s Service StaffInteraction with a Physician’s Service Staff
12-56
Semantic DifferentialSemantic Differential
14–57
Attitude Rating Scales (cont’d)Attitude Rating Scales (cont’d)
 Semantic Differential
 A series of seven-point rating scales with
bipolar adjectives, such as “good” and
“bad,” anchoring the ends (or poles) of the
scale.
 A weight is assigned to each position on the
scale. Traditionally, scores are 7, 6, 5, 4, 3, 2, 1,
or +3, +2, +1, 0, -1, -2, -3.
 Example:
ExcitingExciting ___ : ___ : ___ : ___ : ___ : ___ : ___ Calm___ : ___ : ___ : ___ : ___ : ___ : ___ Calm
InterestingInteresting ___ : ___ : ___ : ___ : ___ : ___ : ___ Dull___ : ___ : ___ : ___ : ___ : ___ : ___ Dull
SimpleSimple ___ : ___ : ___ : ___ : ___ : ___ : ___ Complex___ : ___ : ___ : ___ : ___ : ___ : ___ Complex
PassivePassive ___ : ___ : ___ : ___ : ___ : ___ : ___ Active___ : ___ : ___ : ___ : ___ : ___ : ___ Active
EXHIBIT 14.EXHIBIT 14.33 Semantic Differential Scales for Measuring Attitudes TowardSemantic Differential Scales for Measuring Attitudes Toward
SupermarketsSupermarkets
12-59
Adapting SD ScalesAdapting SD Scales
Convenience of Reaching the Store from Your Location
Nearby ___: ___: ___: ___: ___: ___: ___: Distant
Short time required to reach store ___: ___: ___: ___: ___: ___: ___: Long time required to reach store
Difficult drive ___: ___: ___: ___: ___: ___: ___: Easy Drive
Difficult to find parking place ___: ___: ___: ___: ___: ___: ___: Easy to find parking place
Convenient to other stores I shop ___: ___: ___: ___: ___: ___: ___: Inconvenient to other stores I shop
Products offered
Wide selection of different
kinds of products ___: ___: ___: ___: ___: ___: ___:
Limited selection of different
kinds of products
Fully stocked ___: ___: ___: ___: ___: ___: ___: Understocked
Undependable products ___: ___: ___: ___: ___: ___: ___: Dependable products
High quality ___: ___: ___: ___: ___: ___: ___: Low quality
Numerous brands ___: ___: ___: ___: ___: ___: ___: Few brands
Unknown brands ___: ___: ___: ___: ___: ___: ___: Well-known brands
12-60
SD Scale for Analyzing ActorSD Scale for Analyzing Actor
CandidatesCandidates
12-61
Graphic of SD AnalysisGraphic of SD Analysis
Other Scale Types (cont’d)Other Scale Types (cont’d)
 Image Profile
 A graphic representation of semantic
differential data for competing brands,
products, or stores to highlight
comparisons.
 Because the data are assumed to be
interval, either the arithmetic mean or the
median will be used to compare the profile
of one product, brand, or store with that of
a competing product, brand, or store.
EXHIBIT 14.EXHIBIT 14.44 Image Profiles of Commuter Airlines versus Major AirlinesImage Profiles of Commuter Airlines versus Major Airlines
12-64
Numerical ScaleNumerical Scale
Attitude Rating Scales (cont’d)Attitude Rating Scales (cont’d)
 Numerical Scales
 Scales that have numbers as response
options, rather than “semantic space” or
verbal descriptions, to identify categories
(response positions).
 In practice, researchers have found that a scale
with numerical labels for intermediate points
on the scale is as effective a measure as the
true semantic differential.
 Example:
 Now that you’ve had your automobile for about
one year, please tell us how satisfied you are
with your Ford Taurus.
Extremely Dissatisfied 1 2 3 4 5 6 7 Extremely Satisfied
12-66
Multiple Rating List ScalesMultiple Rating List Scales
“Please indicate how important or unimportant each service characteristic
is:”
IMPORTANT UNIMPORTANT
Fast, reliable repair 7 6 5 4 3 2 1
Service at my location 7 6 5 4 3 2 1
Maintenance by manufacturer 7 6 5 4 3 2 1
Knowledgeable technicians 7 6 5 4 3 2 1
Notification of upgrades 7 6 5 4 3 2 1
Service contract after warranty 7 6 5 4 3 2 1
12-67
Stapel ScalesStapel Scales
Other Scale Types (cont’d)Other Scale Types (cont’d)
 Stapel Scale
 Uses a single adjective as a substitute for
the semantic differential when it is
difficult to create pairs of bipolar
adjectives.
 Tends to be easier to conduct and
administer than a semantic differential
scale.
EXHIBIT 14.EXHIBIT 14.55 A Stapel Scale for Measuring a Store’s ImageA Stapel Scale for Measuring a Store’s Image
12-70
Constant-Sum ScalesConstant-Sum Scales
Other Scale Types (cont’d)Other Scale Types (cont’d)
 Constant-Sum Scale
 Respondents are asked to divide a constant sum
to indicate the relative importance of attributes.
 Respondents often sort cards, but the task may also be
a rating task (e.g., indicating brand preference).
 Example:
 Divide 100 points among each of the following
brands according to your preference for the
brand:
 Brand A _________
 Brand B _________
 Brand C _________
12-72
Graphic Rating ScalesGraphic Rating Scales
EXHIBIT 14.EXHIBIT 14.77 A Ladder ScaleA Ladder Scale
EXHIBIT 14.EXHIBIT 14.88 Graphic Rating Scale with Picture ResponseGraphic Rating Scale with Picture Response
Categories Stressing Visual CommunicationCategories Stressing Visual Communication
Other Scale Types (cont’d)Other Scale Types (cont’d)
 Graphic Rating Scale
 A measure of attitude that allows
respondents to rate an object by choosing
any point along a graphic continuum.
 Advantage:
 Allows the researcher to choose any interval
desired for scoring purposes.
 Disadvantage:
 There are no standard answers.
EXHIBIT 14.EXHIBIT 14.66 Graphic Rating ScaleGraphic Rating Scale
EXHIBIT 14.EXHIBIT 14.99 Summary of Advantages and Disadvantages of Rating ScalesSummary of Advantages and Disadvantages of Rating Scales
12-78
Ranking ScalesRanking Scales
Paired-comparison scale
Forced ranking scale
Comparative scale
Further ReadingFurther Reading
 COOPER, D.R. AND SCHINDLER, P.S. (2011)
BUSINESS RESEARCH METHODS, 11TH
EDN,
MCGRAW HILL
 ZIKMUND, W.G., BABIN, B.J., CARR, J.C. AND
GRIFFIN, M. (2010) BUSINESS RESEARCH
METHODS, 8TH
EDN, SOUTH-WESTERN
 SAUNDERS, M., LEWIS, P. AND THORNHILL, A.
(2012) RESEARCH METHODS FOR BUSINESS
STUDENTS, 6TH
EDN, PRENTICE HALL.
 SAUNDERS, M. AND LEWIS, P. (2012) DOING
RESEARCH IN BUSINESS & MANAGEMENT, FT
PRENTICE HALL.

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Research Design Part 1: Measurement Scales

  • 1. Research Design :Research Design : Part 1 : MeasurementPart 1 : Measurement Research Design :Research Design : Part 1 : MeasurementPart 1 : Measurement ABDM4064 BUSINESS RESEARCHABDM4064 BUSINESS RESEARCH by Stephen Ong Principal Lecturer (Specialist) Visiting Professor, Shenzhen
  • 2. 6-2 Design in the Research ProcessDesign in the Research Process
  • 4. 13–4 LEARNING OUTCOMESLEARNING OUTCOMESLEARNING OUTCOMESLEARNING OUTCOMES 1. Determine what needs to be measured to address a research question or hypothesis 2. Distinguish levels of scale measurement 3. Know how to form an index or composite measure 4. List the three criteria for good measurement 5. Perform a basic assessment of scale reliability and validity After studying this chapter, you should be able to
  • 5. 6. Describe how business researchers think of attitudes 7. Identify basic approaches to measuring attitudes 8. Discuss the use of rating scales for measuring attitudes 9. Represent a latent construct by constructing a summated scale 10. Summarize ways to measure attitudes with ranking and sorting techniques 11. Discuss major issues involved in the selection of a measurement scale 13–5 LEARNING OUTCOMESLEARNING OUTCOMES (cont’d)(cont’d) LEARNING OUTCOMESLEARNING OUTCOMES (cont’d)(cont’d)
  • 6. 12. Explain the significance of decisions about questionnaire design and wording 13. Define alternatives for wording open-ended and fixed-alternative questions 14. Summarize guidelines for questions that avoid mistakes in questionnaire design 15. Describe how the proper sequence of questions may improve a questionnaire 16. Discuss how to design a questionnaire layout 17. Describe criteria for pretesting and revising a questionnaire and for adapting it to global markets LEARNING OUTCOMES (cont’d)LEARNING OUTCOMES (cont’d)LEARNING OUTCOMES (cont’d)LEARNING OUTCOMES (cont’d)
  • 8. WHAT DO I MEASURE?WHAT DO I MEASURE?  Before the measurement process can be defined, researchers have to decide exactly what it is that needs to be produced.  The decision statement, corresponding research questions and research hypotheses can be used to decide what concepts need to be measured.  Measurement is the process of describing some property of a phenomenon of interest usually by assigning numbers in a reliable and valid way.  When numbers are used, the researcher must have a rule for assigning a number to an observation in a way that provides an accurate description.  All measurement, particularly in the social sciences, contains error. 13–8
  • 9. WHAT DO I MEASURE?WHAT DO I MEASURE? (cont’d)(cont’d) Concepts A researcher has to know what to measure before knowing how to measure something. A concept is a generalized idea that represents something of meaning. Concepts such as age, sex, education and number of children are relatively concrete properties and present few problems in either definition or measurement. Concepts such as brand loyalty, corporate culture, and so on are more abstract and are more difficult to both define and measure. 13–9
  • 10. WHAT DO I MEASURE?WHAT DO I MEASURE? (cont’d)(cont’d) Operational Definitions Researchers measure concepts through a process known as operationalization, which is a process that involves identifying scales that correspond to variance in the concept. Scales provide a range of values that correspond to different values in the concept being measured. Scales provide correspondence rules that indicate that a certain value on a scale corresponds to some true value of a concept, hopefully in a truthful way. 13–10
  • 11. WHAT DO I MEASURE? (cont’d)WHAT DO I MEASURE? (cont’d) Operational Definitions (cont’d) Variables  Researchers use variance in concepts to make diagnoses.  Variables capture different concept values.  Scales capture variance in concepts and as such, the scales provide the researcher’s variables.  For practical purposes, once a research project is underway, there is little difference between a concept and a variable.
  • 12. WHAT DO I MEASURE?WHAT DO I MEASURE? (cont’d)(cont’d) Operational Definitions (cont’d) Constructs  Sometimes a single variable cannot capture a concept alone.  Using multiple variables to measure one concept can often provide a more complete account of some concept than could any single variable.  A construct is a term used for concepts that are measured with multiple variables.  Can be very helpful in operationlizing a concept. 13–12
  • 13. EXHIBIT 13.EXHIBIT 13.33 Susceptibility to Interpersonal Influence: An Operational DefinitionSusceptibility to Interpersonal Influence: An Operational Definition
  • 14. 11-14 MeasurementMeasurement SelectSelect measurable phenomenameasurable phenomena Develop a set ofDevelop a set of mapping rulesmapping rules Apply the mapping ruleApply the mapping rule to each phenomenonto each phenomenon
  • 16. 11-16 Types of ScalesTypes of Scales OrdinalOrdinal intervalinterval NominalNominal RatioRatio
  • 17. 11-17 Levels of MeasurementLevels of Measurement OrdinalOrdinal intervalinterval RatioRatio NominalNominalNominalNominal ClassificationClassification
  • 18. 11-18 Nominal ScalesNominal Scales Mutually exclusiveMutually exclusive andand Collectively exhaustiveCollectively exhaustive categoriescategories Exhibits onlyExhibits only classificationclassification
  • 19. 11-19 Levels of MeasurementLevels of Measurement OrdinalOrdinalOrdinalOrdinal intervalinterval RatioRatio NominalNominal ClassificationClassification OrderOrder ClassificationClassification
  • 20. 11-20 Ordinal ScalesOrdinal Scales • Characteristics ofCharacteristics of nominal scalenominal scale • OrderOrder • Implies greater thanImplies greater than or less thanor less than
  • 21. 11-21 Levels of MeasurementLevels of Measurement OrdinalOrdinal IntervalIntervalIntervalInterval RatioRatio NominalNominal ClassificationClassification OrderOrder ClassificationClassification OrderOrder ClassificationClassification DistanceDistance
  • 22. 11-22 Interval ScalesInterval Scales Characteristics ofCharacteristics of nominal and ordinalnominal and ordinal scalesscales Equality of interval.Equality of interval. Equal distanceEqual distance between numbersbetween numbers
  • 23. 11-23 Levels of MeasurementLevels of Measurement OrdinalOrdinal intervalinterval RatioRatioRatioRatio NominalNominal ClassificationClassification OrderOrder ClassificationClassification OrderOrder ClassificationClassification DistanceDistance Natural OriginNatural Origin OrderOrder ClassificationClassification DistanceDistance
  • 24. 11-24 Ratio ScalesRatio Scales Characteristics ofCharacteristics of nominal, ordinal,nominal, ordinal, interval scalesinterval scales Absolute zeroAbsolute zero
  • 25. Levels of Scale MeasurementLevels of Scale Measurement  The level of scale measurement is important because it determines the mathematical comparisons that are allowed.  The four levels of scale measurement are:
  • 26. 13–26 Levels of Scale MeasurementLevels of Scale Measurement (cont’d)(cont’d)  Nominal  Assigns a value to an object for identification or classification purposes.  Most elementary level of measurement.  Ordinal  Ranking scales allowing things to be arranged based on how much of some concept they possible.  Have nominal properties.
  • 27. 13–27 Levels of Scale MeasurementLevels of Scale Measurement (cont’d)(cont’d)  Interval  Capture information about differences in quantities of a concept.  Have both nominal and ordinal properties.  Ratio  Highest form of measurement.  Have all the properties of interval scales with the additional attribute of representing absolute quantities.  Absolute zero.
  • 28. EXHIBIT 13.EXHIBIT 13.44 Nominal, Ordinal, Interval, and Ratio Scales Provide DifferentNominal, Ordinal, Interval, and Ratio Scales Provide Different InformationInformation
  • 29. EXHIBIT 13.EXHIBIT 13.55 Facts About the Four Levels of ScalesFacts About the Four Levels of Scales
  • 30. 12-30 Measurements are RelativeMeasurements are Relative “Any measurement must take into account the position of the observer. There is no such thing as measurement absolute, there is only measurement relative.” Jeanette Winterson journalist and author
  • 31. 12-31 The Scaling ProcessThe Scaling Process
  • 32. 12-32 Nature of AttitudesNature of Attitudes Cognitive I think oatmeal is healthier than corn flakes for breakfast. Affective Behavioural I hate corn flakes. I intend to eat more oatmeal for breakfast.
  • 34. 12-34 Measurement ScalesMeasurement Scales “All survey questions must be actionable if you want results.” Frank Schmidt, senior scientist The Gallup Organization
  • 35. 12-35 Selecting aSelecting a Measurement ScaleMeasurement Scale Research objectives Response types Data properties Number of dimensions Forced or unforced choices Balanced or unbalanced Rater errors Number of scale points
  • 36. 12-36 Response TypesResponse Types Rating scaleRating scale Ranking scaleRanking scale CategorizationCategorization SortingSorting
  • 37. 12-37 Number of DimensionsNumber of Dimensions Unidimensional Multi-dimensional
  • 38. 12-38 Balanced or UnbalancedBalanced or Unbalanced Very badVery bad BadBad Neither good norNeither good nor badbad GoodGood Very goodVery good PoorPoor FairFair GoodGood Very goodVery good ExcellentExcellent How good an actress is Angelina Jolie?
  • 39. 12-39 Forced or Unforced ChoicesForced or Unforced Choices Very badVery bad BadBad Neither good nor badNeither good nor bad GoodGood Very goodVery good Very badVery bad BadBad Neither good nor badNeither good nor bad GoodGood Very goodVery good No opinionNo opinion Don’t knowDon’t know How good an actress is Angelina Jolie?
  • 40. 12-40 Number of Scale PointsNumber of Scale Points Very badVery bad BadBad Neither good norNeither good nor badbad GoodGood Very goodVery good Very badVery bad Somewhat badSomewhat bad A little badA little bad Neither good nor badNeither good nor bad A little goodA little good Somewhat goodSomewhat good Very goodVery good How good an actress is Angelina Jolie?
  • 41. 12-41 Rater ErrorsRater Errors Error of central tendency Error of leniency •Adjust strength of descriptive adjectives •Space intermediate descriptive phrases farther apart •Provide smaller differences in meaning between terms near the ends of the scale •Use more scale points
  • 42. 12-42 Rater ErrorsRater Errors Primacy Effect Recency Effect Reverse order of alternatives periodically or randomly
  • 43. 12-43 Rater ErrorsRater Errors Halo Effect • Rate one trait at a time • Reveal one trait per page • Reverse anchors periodically
  • 44. ATTITUDES AS HYPOTHETICALATTITUDES AS HYPOTHETICAL CONSTRUCTSCONSTRUCTS  Attitude  An enduring disposition to consistently respond in a given manner to various aspects of the world.  Components of attitudes:  Affective Component  The feelings or emotions toward an object  Cognitive Component  Knowledge and beliefs about an object  Behavioural Component  Predisposition to action  Intentions  Behavioural expectations
  • 45. Techniques for MeasuringTechniques for Measuring AttitudesAttitudes  Ranking  Requiring the respondent to rank order objects in overall performance on the basis of a characteristic or stimulus.  Rating  Asking the respondent to estimate the magnitude of a characteristic, or quality, that an object possesses by indicating on a scale where he or she would rate an object.
  • 46. 14–46 Techniques for MeasuringTechniques for Measuring Attitudes (cont’d)Attitudes (cont’d)  Sorting  Presenting the respondent with several concepts typed on cards and requiring the respondent to arrange the cards into a number of piles or otherwise classify the concepts.  Choice  Asking a respondent to choose one alternative from among several alternatives; it is assumed that the chosen alternative is preferred over the others.
  • 47. Attitude Rating ScalesAttitude Rating Scales  Simple Attitude Scale  Requires that an individual agree/disagree with a statement or respond to a single question.  This type of self-rating scale classifies respondents into one of two categories (e.g., yes or no).  Example: THE PRESIDENT SHOULD RUN FOR RE-ELECTION _______ AGREE ______ DISAGREE
  • 48. 12-48 Simple Category ScaleSimple Category Scale I plan to purchase a MindWriter laptop in the 12 months.  Yes  No
  • 49. Attitude Rating Scales (cont’d)Attitude Rating Scales (cont’d)  Category Scale  A more sensitive measure than a simple scale in that it can have more than two response categories.  Question construction is an extremely important factor in increasing the usefulness of these scales.  Example: How important were the following in your decision to visit San Diego? (check one for each item) VERY SOMEWHAT NOT TOO IMPORTANT IMPORTANT IMPORTANT CLIMATE ___________ ___________ ___________ COST OF TRAVEL ___________ ___________ ___________ FAMILY ORIENTED ___________ ___________ ___________ EDUCATIONAL/HISTORICAL ASPECTS ___________ ___________ ___________ FAMILIARITY WITH AREA ___________ ___________ ___________
  • 50. EXHIBIT 14.EXHIBIT 14.11 Selected Category ScalesSelected Category Scales
  • 51. 12-51 Multiple-Choice,Multiple-Choice, Single-Response ScaleSingle-Response Scale What newspaper do you read most often for financial news?  East City Gazette  West City Tribune  Regional newspaper  National newspaper  Other (specify:_____________)
  • 52. 12-52 Multiple-Choice,Multiple-Choice, Multiple-Response ScaleMultiple-Response Scale What sources did you use when designing your new home? Please check all that apply.  Online planning services  Magazines  Independent contractor/builder  Designer  Architect  Other (specify:_____________)
  • 53. 12-53 Likert ScaleLikert Scale The Internet is superior to traditional libraries for comprehensive searches.  Strongly disagree  Disagree  Neither agree nor disagree  Agree  Strongly agree
  • 54. Attitude Rating Scales (cont’d)Attitude Rating Scales (cont’d)  Likert Scale  A popular means for measuring attitudes.  Respondents indicate their own attitudes by checking how strongly they agree or disagree with statements.  Typical response alternatives: “strongly agree,” “agree,” “uncertain,” “disagree,” and “strongly disagree.”  Example: It is more fun to play a tough, competitive tennis match than to play an easy one. ___Strongly Agree ___Agree ___Not Sure ___Disagree ___Strongly Disagree
  • 55. EXHIBIT 14.EXHIBIT 14.22 Likert Scale Items for Measuring Attitudes toward Patients’Likert Scale Items for Measuring Attitudes toward Patients’ Interaction with a Physician’s Service StaffInteraction with a Physician’s Service Staff
  • 57. 14–57 Attitude Rating Scales (cont’d)Attitude Rating Scales (cont’d)  Semantic Differential  A series of seven-point rating scales with bipolar adjectives, such as “good” and “bad,” anchoring the ends (or poles) of the scale.  A weight is assigned to each position on the scale. Traditionally, scores are 7, 6, 5, 4, 3, 2, 1, or +3, +2, +1, 0, -1, -2, -3.  Example: ExcitingExciting ___ : ___ : ___ : ___ : ___ : ___ : ___ Calm___ : ___ : ___ : ___ : ___ : ___ : ___ Calm InterestingInteresting ___ : ___ : ___ : ___ : ___ : ___ : ___ Dull___ : ___ : ___ : ___ : ___ : ___ : ___ Dull SimpleSimple ___ : ___ : ___ : ___ : ___ : ___ : ___ Complex___ : ___ : ___ : ___ : ___ : ___ : ___ Complex PassivePassive ___ : ___ : ___ : ___ : ___ : ___ : ___ Active___ : ___ : ___ : ___ : ___ : ___ : ___ Active
  • 58. EXHIBIT 14.EXHIBIT 14.33 Semantic Differential Scales for Measuring Attitudes TowardSemantic Differential Scales for Measuring Attitudes Toward SupermarketsSupermarkets
  • 59. 12-59 Adapting SD ScalesAdapting SD Scales Convenience of Reaching the Store from Your Location Nearby ___: ___: ___: ___: ___: ___: ___: Distant Short time required to reach store ___: ___: ___: ___: ___: ___: ___: Long time required to reach store Difficult drive ___: ___: ___: ___: ___: ___: ___: Easy Drive Difficult to find parking place ___: ___: ___: ___: ___: ___: ___: Easy to find parking place Convenient to other stores I shop ___: ___: ___: ___: ___: ___: ___: Inconvenient to other stores I shop Products offered Wide selection of different kinds of products ___: ___: ___: ___: ___: ___: ___: Limited selection of different kinds of products Fully stocked ___: ___: ___: ___: ___: ___: ___: Understocked Undependable products ___: ___: ___: ___: ___: ___: ___: Dependable products High quality ___: ___: ___: ___: ___: ___: ___: Low quality Numerous brands ___: ___: ___: ___: ___: ___: ___: Few brands Unknown brands ___: ___: ___: ___: ___: ___: ___: Well-known brands
  • 60. 12-60 SD Scale for Analyzing ActorSD Scale for Analyzing Actor CandidatesCandidates
  • 61. 12-61 Graphic of SD AnalysisGraphic of SD Analysis
  • 62. Other Scale Types (cont’d)Other Scale Types (cont’d)  Image Profile  A graphic representation of semantic differential data for competing brands, products, or stores to highlight comparisons.  Because the data are assumed to be interval, either the arithmetic mean or the median will be used to compare the profile of one product, brand, or store with that of a competing product, brand, or store.
  • 63. EXHIBIT 14.EXHIBIT 14.44 Image Profiles of Commuter Airlines versus Major AirlinesImage Profiles of Commuter Airlines versus Major Airlines
  • 65. Attitude Rating Scales (cont’d)Attitude Rating Scales (cont’d)  Numerical Scales  Scales that have numbers as response options, rather than “semantic space” or verbal descriptions, to identify categories (response positions).  In practice, researchers have found that a scale with numerical labels for intermediate points on the scale is as effective a measure as the true semantic differential.  Example:  Now that you’ve had your automobile for about one year, please tell us how satisfied you are with your Ford Taurus. Extremely Dissatisfied 1 2 3 4 5 6 7 Extremely Satisfied
  • 66. 12-66 Multiple Rating List ScalesMultiple Rating List Scales “Please indicate how important or unimportant each service characteristic is:” IMPORTANT UNIMPORTANT Fast, reliable repair 7 6 5 4 3 2 1 Service at my location 7 6 5 4 3 2 1 Maintenance by manufacturer 7 6 5 4 3 2 1 Knowledgeable technicians 7 6 5 4 3 2 1 Notification of upgrades 7 6 5 4 3 2 1 Service contract after warranty 7 6 5 4 3 2 1
  • 68. Other Scale Types (cont’d)Other Scale Types (cont’d)  Stapel Scale  Uses a single adjective as a substitute for the semantic differential when it is difficult to create pairs of bipolar adjectives.  Tends to be easier to conduct and administer than a semantic differential scale.
  • 69. EXHIBIT 14.EXHIBIT 14.55 A Stapel Scale for Measuring a Store’s ImageA Stapel Scale for Measuring a Store’s Image
  • 71. Other Scale Types (cont’d)Other Scale Types (cont’d)  Constant-Sum Scale  Respondents are asked to divide a constant sum to indicate the relative importance of attributes.  Respondents often sort cards, but the task may also be a rating task (e.g., indicating brand preference).  Example:  Divide 100 points among each of the following brands according to your preference for the brand:  Brand A _________  Brand B _________  Brand C _________
  • 73. EXHIBIT 14.EXHIBIT 14.77 A Ladder ScaleA Ladder Scale
  • 74. EXHIBIT 14.EXHIBIT 14.88 Graphic Rating Scale with Picture ResponseGraphic Rating Scale with Picture Response Categories Stressing Visual CommunicationCategories Stressing Visual Communication
  • 75. Other Scale Types (cont’d)Other Scale Types (cont’d)  Graphic Rating Scale  A measure of attitude that allows respondents to rate an object by choosing any point along a graphic continuum.  Advantage:  Allows the researcher to choose any interval desired for scoring purposes.  Disadvantage:  There are no standard answers.
  • 76. EXHIBIT 14.EXHIBIT 14.66 Graphic Rating ScaleGraphic Rating Scale
  • 77. EXHIBIT 14.EXHIBIT 14.99 Summary of Advantages and Disadvantages of Rating ScalesSummary of Advantages and Disadvantages of Rating Scales
  • 78. 12-78 Ranking ScalesRanking Scales Paired-comparison scale Forced ranking scale Comparative scale
  • 79. Further ReadingFurther Reading  COOPER, D.R. AND SCHINDLER, P.S. (2011) BUSINESS RESEARCH METHODS, 11TH EDN, MCGRAW HILL  ZIKMUND, W.G., BABIN, B.J., CARR, J.C. AND GRIFFIN, M. (2010) BUSINESS RESEARCH METHODS, 8TH EDN, SOUTH-WESTERN  SAUNDERS, M., LEWIS, P. AND THORNHILL, A. (2012) RESEARCH METHODS FOR BUSINESS STUDENTS, 6TH EDN, PRENTICE HALL.  SAUNDERS, M. AND LEWIS, P. (2012) DOING RESEARCH IN BUSINESS & MANAGEMENT, FT PRENTICE HALL.

Editor's Notes

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  2. Exhibit 6-1 illustrates design in the research process and highlights the topics covered by the term research design. Subsequent chapters will provide more detailed coverage of the research design topics.
  3. Exhibit 11-4 While Exhibit 11-3 summarized the characteristics of all the measurement scales. Exhibit 11-4, shown in the slide, illustrates the process of deciding which type of data is appropriate for one’s research needs.
  4. Measurement in research consists of assigning numbers to empirical events, objects or properties, or activities in compliance with a set of rules. This slide illustrates the three-part process of measurement. Text uses an example of auto show attendance. A mapping rule is a scheme for assigning numbers to aspects of an empirical event.
  5. Exhibit 11-1. The goal of measurement – of assigning numbers to empirical events in compliance with a set of rules – is to provide the highest-quality, lowest-error data for testing hypotheses, estimation or prediction, or description. The object of measurement is a concept, the symbols we attach to bundles of meaning that we hold and share with others. Higher-level concepts, constructs, are for specialized scientific explanatory purposes that are not directly observable and for thinking about and communicating abstractions. Concepts and constructs are used at theoretical levels while variables are used at the empirical level. Variables accept numerals or values for the purpose of testing and measurement. An operational definition defines a variable in terms of specific measurement and testing criteria. These are further reviewed in Exhibit 11-2 on page 341 of the text.
  6. Students will be building their measurement questions from different types of scales. They need to know the difference in order to choose the appropriate type. Each scale type has its own characteristics.
  7. This is a good time to ask students to develop a question they could ask that would provide only classification of the person answering it . Classification means that numbers are used to group or sort responses. Consider asking students if a number of anything is always an indication of ratio data. For example, what if we ask people how many cookies they eat a day? What if a business calls themselves the “number 1” pizza in town? These questions lead up to the next slide. Does the fact that James wears 23 mean he shoots better or plays better defense than the player donning jersey number 18? In measuring, one devises some mapping rule and then translates the observation of property indicants using this rule. Mapping rules have four characteristics and these are named in the slide. Classification means that numbers are used to group or sort responses. Order means that the numbers are ordered. One number is greater than, less than, or equal to another number. Distance means that differences between numbers can be measured. Origin means that the number series has a unique origin indicated by the number zero. Combinations of these characteristics provide four widely used classifications of measurement scales: nominal, ordinal, interval, and ratio.
  8. Nominal scales collect information on a variable that can be grouped into categories that are mutually exclusive and collectively exhaustive. For example, symphony patrons could be classified by whether or not they had attended prior performances. The counting of members in each group is the only possible arithmetic operation when a nominal scale is employed. If we use numerical symbols within our mapping rule to identify categories, these numbers are recognized as labels only and have no quantitative value. Nominal scales are the least powerful of the four data types. They suggest no order or distance relationship and have no arithmetic origin. The researcher is restricted to use of the mode as a measure of central tendency. The mode is the most frequently occurring value. There is no generally used measure of dispersion for nominal scales. Dispersion describes how scores cluster or scatter in a distribution. Even though LeBron James wears #23, it doesn’t mean that he is better player than #24 or a worse player than #22. The number has no meaning other than identifying James for someone who doesn’t follow the Cavs.
  9. Order means that the numbers are ordered. One number is greater than, less than, or equal to another number. You can ask students to develop a question that allows them to order the responses as well as group them. This is the perfect place to talk about the possible confusion that may exist when people order objects but the order may be the only consistent criteria. For instance, if two people tell them that Pizza Hut is better than Papa Johns, they are not necessarily thinking precisely the same. One could really favor Pizza Hut and never considering eating another Papa John’s pizza, which another could consider them almost interchangeable with only a slight preference for Pizza Hut. This discussion is a perfect lead in to the ever confusing ‘terror alert’ scale (shown on the next slide)…or the ‘weather warning’ system used in some states to keep drivers off the roads during poor weather. Students can probably come up with numerous other ordinal scales used in their environment.
  10. Ordinal data require conformity to a logical postulate, which states: If a is greater than b , and b is greater than c , then a is greater than c . Rankings are examples of ordinal scales. Attitude and preference scales are also ordinal. The appropriate measure of central tendency is the median. The median is the midpoint of a distribution. A percentile or quartile reveals the dispersion. Nonparametric tests should be used with nominal and ordinal data. This is due to their simplicity, statistical power, and lack of requirements to accept the assumptions of parametric testing.
  11. In measuring, one devises some mapping rule and then translates the observation of property indicants using this rule. Mapping rules have four characteristics and these are named in the slide. Classification means that numbers are used to group or sort responses. Order means that the numbers are ordered. One number is greater than, less than, or equal to another number. Distance means that differences between numbers can be measured. Origin means that the number series has a unique origin indicated by the number zero. Combinations of these characteristics provide four widely used classifications of measurement scales: nominal, ordinal, interval, and ratio.
  12. Researchers treat many attitude scales as interval (this will be illustrated in the next chapter). When a scale is interval and the data are relatively symmetric with one mode, one can use the arithmetic mean as the measure of central tendency. The standard deviation is the measure of dispersion. The product-moment correlation, t-tests, F-tests, and other parametric tests are the statistical procedures of choice for interval data.
  13. In measuring, one devises some mapping rule and then translates the observation of property indicants using this rule. Mapping rules have four characteristics and these are named in the slide. Classification means that numbers are used to group or sort responses. Order means that the numbers are ordered. One number is greater than, less than, or equal to another number. Distance means that differences between numbers can be measured. Origin means that the number series has a unique origin indicated by the number zero. Combinations of these characteristics provide four widely used classifications of measurement scales: nominal, ordinal, interval, and ratio.
  14. Examples Weight Height Number of children Ratio data represent the actual amounts of a variable. In business research, there are many examples such as monetary values, population counts, distances, return rates, and amounts of time. All statistical techniques mentioned up to this point are usable with ratio scales. Geometric and harmonic means are measures of central tendency and coefficients of variation may also be calculated. Higher levels of measurement generally yield more information and are appropriate for more powerful statistical procedures.
  15. This note relates to the effort it takes to develop a good measurement scale, and that the emphasis is always on helping the manager make a better decision—actionable data.
  16. Exhibit 12-1 Exhibit 12-1 illustrates where scaling fits into the research process.
  17. An attitude is a learned, stable predisposition to respond to oneself, other persons, objects, or issues in a consistently favorable or unfavorable way. Attitudes can be expressed or based cognitively, affectively, and behaviorally. A example for each is provided in the slide. Business researchers treat attitudes as hypothetical constructs because of their complexity and the fact that they are inferred from the measurement data, not actually observed.
  18. Several factors have an effect on the applicability of attitudinal research for business. Specific attitudes are better predictors of behavior than general ones. Strong attitudes are better predictors of behavior than weak attitudes composed of little intensity or topic interest. Direct experiences with the attitude object produce behavior more reliably. Cognitive-based attitudes influence behaviors better than affective-based attitudes. Affective-based attitudes are often better predictors of consumption behaviors. Using multiple measurements of attitude or several behavioral assessments across time and environments improve prediction. The influence of reference groups and the individual’s inclination to conform to these influences improves the attitude-behavior linkage.
  19. This note relates to the effort it takes to develop a good measurement scale, and that the emphasis is always on helping the manager make a better decision—actionable data.
  20. Attitude scaling is the process of assessing an attitudinal disposition using a number that represents a person’s score on an attitudinal continuum ranging from an extremely favorable disposition to an extremely unfavorable one. Scaling is the procedure for the assignment of numbers to a property of objects in order to impart some of the characteristics of numbers to the properties in question. Selecting and constructing a measurement scale requires the consideration of several factors that influence the reliability, validity, and practicality of the scale. These factors are listed in the slide. Researchers face two types of scaling objectives : 1) to measure characteristics of the participants who participate in the study, and 2) to use participants as judges of the objects or indicants presented to them. Measurement scales fall into one of four general response types : rating, ranking, categorization, and sorting. These are discussed further on the following slide. Decisions about the choice of measurement scales are often made with regard to the data properties generated by each scale: nominal, ordinal, interval, and ratio. Measurement scales are either unidimensional or multidimensional, balanced or unbalanced, forced or unforced . These characteristics are discussed further as is the issue of number of scale points and rater errors.
  21. A rating scale is used when participants score an object or indicant without making a direct comparison to another object or attitude. For example, they may be asked to evaluate the styling of a new car on a 7-point rating scale. Ranking scale constrain the study participant to making comparisons and determining order among two or more properties or objects. Participants may be asked to choose which one of a pair of cars has more attractive styling. A choice scale requires that participants choose one alternative over another. They could also be asked to rank-order the importance of comfort, ergonomics, performance, and price for the target vehicle. Categorization asks participants to put themselves or property indicants in groups or categories. Sorting requires that participants sort card into piles using criteria established by the researcher. The cards might contain photos or images or verbal statements of product features such as various descriptors of the car’s performance.
  22. With a unidimensional scale, one seeks to measure only one attribute of the participant or object. One measure of an actor’s star power is his or her ability to “carry” a movie. It is a single dimension. A multidimensional scale recognizes that an object might be better described with several dimensions. The actor’s star power variable might be better expressed by three distinct dimensions - ticket sales for the last three movies, speed of attracting financial resources, and column-inch/amount of TV coverage of the last three movies.
  23. A balanced rating scale has an equal number of categories above and below the midpoint. Scales can be balanced with or without a midpoint option. An unbalanced rating scale has an unequal number of favorable and unfavorable response choices.
  24. An unforced-choice rating scale provides participants with an opportunity to express no opinion when they are unable to make a choice among the alternatives offered. A forced-choice scale requires that participants select one of the offered alternatives.
  25. What is the ideal number of points for a rating scale? A scale should be appropriate for its purpose. For a scale to be useful, it should match the stimulus presented and extract information proportionate to the complexity of the attitude object, concept, or construct. E.g., A product that requires little effort or thought to purchase can be measured with a simple scale (perhaps a 3 point scale). When the product is complex, a scale with 5 to 11 points should be considered. As the number of scale points increases, the reliability of the measure increases. In some studies, scales with 11 points may produce more valid results than 3, 5, or 7 point scales. Some constructs require greater measurement sensitivity and the opportunity to extract more variance, which additional scale points provide. A larger number of scale points are needed to produce accuracy when using single-dimension versus multiple dimension scales.
  26. Some raters are reluctant to give extreme judgments and this fact accounts for the error of central tendency . Participants may also be “easy raters” or “hard raters” making what is called error of leniency . Suggestions for addressing these tendencies are provided in the slide.
  27. A primacy effect is one that occurs when respondents tend to choose the answer that they saw first. When respondents choose the answer seen most recently, the recency effect has occurred. These problems can be avoided by randomizing the order in which responses are presented.
  28. The halo effect is the systematic bias that the rater introduces by carrying over a generalized impression of the subject from one rating to another. For instance, a teacher may expect that a student who did well on the first exam to do well on the second. Ways of counteracting the halo effect are listed in the slide.
  29. This scale is also called a dichotomous scale . It offers two mutually exclusive response choices. In the example shown in the slide, the response choices are yes and no, but they could be other response choices too such as agree and disagree.
  30. When there are multiple options for the rater but only one answer is sought, the multiple-choice, single-response scale is appropriate. The other response may be omitted when exhaustiveness of categories is not critical or there is no possibility for an other response. This scale produces nominal data.
  31. This scale is a variation of the last and is called a checklist. It allows the rater to select one or several alternatives. The cumulative feature of this scale can be beneficial when a complete picture of the participant’s choice is desired, but it may also present a problem for reporting when research sponsors expect the responses to sum to 100 percent. This scale generates nominal data.
  32. The Likert scale was developed by Rensis Likert and is the most frequently used variation of the summated rating scale. Summated rating scales consist of statements that express either a favorable or unfavorable attitude toward the object of interest. The participant is asked to agree or disagree with each statement. Each response is given a numerical score to reflect its degree of attitudinal favorableness and the scores may be summed to measure the participant’s overall attitude. Likert-like scales may use 7 or 9 scale points. They are quick and easy to construct. The scale produces interval data. Originally, creating a Likert scale involved a procedure known as item analysis . Item analysis assesses each item based on how well it discriminates between those people whose total score is high and those whose total score is low. It involves calculating the mean scores for each scale item among the low scorers and the high scorers. The mean scores for the high-score and low-score groups are then tested for statistical significance by computing t values. After finding the t values for each statement, the statements are rank-ordered, and those statements with the highest t values are selected. Researchers have found that a larger number of items for each attitude object improves the reliability of the scale.
  33. From Exhibit 12-3 The semantic differential scale measures the psychological meanings of an attitude object using bipolar adjectives. Researchers use this scale for studies of brand and institutional image, employee morale, safety, financial soundness, trust, etc. The method consists of a set of bipolar rating scales, usually with 7 points, by which one or more participants rate one or more concepts on each scale item. The scale is based on the proposition that an object can have several dimensions of connotative meaning. The meanings are located in multidimensional property space, called semantic space. The semantic differential scale is efficient and easy for securing attitudes from a large sample. Attitudes may be measured in both direction and intensity. The total set of responses provides a comprehensive picture of the meaning of an object and a measure of the person doing the rating. It is standardized and produces interval data. Exhibit 12-7 provides basic instructions for constructing an SD scale.
  34. The steps in constructing a semantic differential scale are provided in Exhibit 12-7 .
  35. In Exhibit 12-8 , we see a scale used by a consulting firm to help a movie production company evaluate actors for the leading role of a risky film venture. The selection of concepts is driven by the characteristics they believe the actor must possess to produce box office financial targets. To analyze the results, the set of values for each component (evaluation, potency, and activity) is averaged.
  36. In Exhibit 12-9 , the data are plotted on a snake diagram. Here the adjective pairs are reordered so evaluation, potency, and activity descriptors are grouped together, with the ideal factor reflected by the left side of the scale. Profiles of the three actor candidates may be compared to each other and to the ideal.
  37. From Exhibit 12-3 Numerical scales have equal intervals that separate their numeric scale points. The verbal anchors serve as the labels for the extreme points. Numerical scales are often 5-point scales but may have 7 or 10 points. The participants write a number from the scale next to each item. It produces either ordinal or interval data.
  38. From Exhibit 12-3: A multiple rating scale is similar to the numerical scale but differs in two ways: it accepts a circled response from the rater, and the layout facilitates visualization of the results. The advantage is that a mental map of the participant’s evaluations is evident to both the rater and the researcher. This scale produces interval data.
  39. From Exhibit 12-3: The Stapel scale is used as an alternative to the semantic differential, especially when it is difficult to find bipolar adjectives that match the investigative question. In the example, there are three attributes of corporate image. The scale is composed of the word identifying the image dimension and a set of 10 response categories for each of the three attributes. Stapel scales produce interval data.
  40. From Exhibit 12-3: The constant-sum scale helps researchers to discover proportions. The participant allocates points to more than one attribute or property indicant, such that they total a constant sum, usually 100 or 10. Participant precision and patience suffer when too many stimuli are proportioned and summed. A participant’s ability to add may also be taxed. Its advantage is its compatibility with percent and the fact that alternatives that are perceived to be equal can be so scored. This scale produces interval data.
  41. From Exhibit 12-3: The graphic rating scale was originally created to enable researchers to discern fine differences. Theoretically, an infinite number of ratings is possible if participants are sophisticated enough to differentiate and record them. They are instructed to mark their response at any point along a continuum. Usually, the score is a measure of length from either endpoint. The results are treated as interval data. The difficulty is in coding and analysis. Graphic rating scales use pictures, icons, or other visuals to communicate with the rater and represent a variety of data types. Graphic scales are often used with children.
  42. From Exhibit 12-3: In ranking scales , the participant directly compares two or more objects and makes choices among them. The participant may be asked to select one as the best or most preferred.