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Scaling involves creating a continuum upon which measured
objects are located.

     Attitude Scale
 1 = Extremely Unfavorable
 2
 3
 .
 .
 .
100 = Extremely Favorable

Measurement ! Actual assignment of a Numbers

Scaling ! The process of placing the respondents on continuum
Primary'Scales'of'Measurement'
   ' ''
Nominal!   !Numbers!!
                                                                                  Finish'
   ! !     !Assigned !!
                                                 7'            8'            3'
Ordinal    !Rank!Order!
   ! !     !of!Winners!                                                           Finish'
!
!                                      Third'         Second'       First'
                                       place'         place'        place'
Interval   !Performance!
   !   !   !Rating!on!a!!!!!!           8.2'           9.1'           9.6'
   !   !   !0!to!10!Scale!
!
Ratio !    !Time!to!Finish !           ! 15.2'         14.1'          13.4'
   !   !   !in!Seconds!!!!!!!!!!!!!!
Primary'Scales'of'Measurement'
Nominal'Scale!
"  Nominal'measures'offer'names'or'labels'for'certain'
   characteristics.'
"  serve!as!Tags!for!identifying!objects.!!!
"  Do!not!reflect!the!amount!of!the!characteristic!
"  Counting!is!the!only!permissible!operation!
"  Limited!number!of!statistics!based!on!frequency!
   counts
  o  Ex:!different!types!of!blood:!A,!AB,!O,!B!
  o  1=A,!2=O,!3=B,!4=AB!

  o  !Male!=!0!and!Female!=!1,!‘sex’!is!measured!on!a!
     nominal!scale!
Primary'Scales'of'Measurement'
   Ordinal'Scale!
"  Record'information'about'the'rank'order'of'scores.'
"  Ordinal!measurements!describe!order!
"  !but!not!relative!size!or!degree!of!difference!between!the!items!
   measured.!!
"  In!this!scale!type,!the!numbers!assigned!to!objects!or!events!
   represent!the!rank!order!(1st,2nd!,3rd!,etc)!of!the!entities!assessed.!
"  ordinal!variables!do!not!tell!us!anything!about!the!absolute!
   magnitude!of!the!difference!between!1st!and!2nd!or!between!2nd!
   and!3rd.!That!is,!we!know!1st!was!before!2nd,!and!2nd!was!before!
   3rd,!but!we!do!not!know!how!close!3rd!was!to!2nd!or!how!close!
   2nd!was!to!1st.!The!limits!of!ordinal!data!are!most!apparent!when!
   one!looks!at!the!distance!between!the!third!and!the!fourth!place!
   finishers.!!
o  Ex:!A!horse!race,!which!says!only!which!horses!arrived!first,!
   second,!or!third!but!include!no!information!about!race!times.!!
Primary'Scales'of'Measurement'
Interval'Scale!
"  Interval scales tell us about the order of data points, and
   the size of the intervals in between data points.
"  Quantitative!attributes!are!all!measurable!on!interval!
   scales
"  The location of the zero point is not fixed.!And!negative!
   values!can!be!used.
o  An!example!of!an!Interval!scale!is!the!Farenheit!scale!of!
   temperature.!In!the!Farenheit!temperature!scale,!the!
   distance!between!20!degrees!and!40!degrees!is!the!
   same!as!the!distance!between!75!degrees!and!95!
   degrees.
Primary'Scales'of'Measurement'
Ratio'Scale!
"  A ratio scale is an interval scale with a true zero point.

"  Possesses all the properties of the nominal, ordinal, and interval
   scales

"  Meaningful to compute ratios of scale values

"  All statistical techniques can be applied

"  Most measurement in the physical sciences and engineering is
   done on ratio scales such as Mass, length, time, angle, energy.

"  The Klvine temperature!scale!has!a!non`arbitrary!zero!point!
   of!absolute!Zero,!which!is!denoted!0K!and!is!equal!to!`273.15!
   degrees!Celsius.!
Each'type'of'question'corresponds'to'a'level'of'

measurement.'These'levels'of'measurement'will'

   determine'what'type'of'data'analysis'we'use:'
"  All!qualitative!research!is!nominal.!
"  All!categorical!data!in!which!there!is!no!difference!in!
   value!among!the!categories!is!nominal.!
"  All!categorical!data!in!which!there!is!an!implied!
   ranking!(for!example,!high`medium`low)!is!ordinal.!!
"  Any!question!that!asks!respondents!to!rank!order!
   responses!is!also!ordinal.!
"  Any!question!in!which!the!response!is!a!number!or!
   can!be!interpreted!as!a!number!with!equal!values!
   among!the!data!points!is!ratio.!
Classification'
                    Noncomparative
                     Rating Scales


 Continuous                               Itemized
Rating Scales                           Rating Scales




          Semantic
                               Stapel             Likert
         Differential
Continuous'Rating'Scale'
 Respondents rate the objects by placing a mark at the appropriate position
   on a line that runs from one extreme of the criterion variable to the
   other.

 The form of the continuous scale may vary considerably.

 How would you rate Sears as a department store?
Itemized'Rating'Scales'
     "  The!respondents!are!provided!with!a!scale!that!has!a!
        number!or!brief!description!associated!with!each!
        category.!!!

     "  The!categories!are!ordered!in!terms!of!scale!position,!
        and!the!respondents!are!required!to!select!the!specified!
        category!that!best!describes!the!object!being!rated.!!!

     "  The!commonly!used!itemized!rating!scales!are!the!Likert,!
        semantic!differential,!and!Stapel!scales.!


                             Using'the'5Tpoint'scale'provided,'please'
Are'you'satisfied'with'our'   indicate'how'satisfy'you'are'with'our'
service?'
                             service
Itemized'Rating'Scales:''
(1)'Likert'Scale/'SummatedTRatings'Scale'
Itemized'Rating'Scales:''

       (2)'Semantic'Differential'Scale'
The!semantic'differential!is!a!seven`point!rating!scale!with!end!points!
  associated!with!bipolar!labels!that!have!semantic!meaning.!!!
 !
        Marks!&!Spencer!is:!
        Powerful! !``:``:``:``:`X`:``:``:!Weak!
        Unreliable!``:``:``:``:``:`X`:``:!Reliable!
        Modern! !``:``:``:``:``:``:`X`:!Old`fashioned!

!

"  The!negative!adjective!or!phrase!sometimes!appears!at!the!left!side!of!
   the!scale!and!sometimes!at!the!right.!!!

"  This!controls!the!tendency!of!some!respondents,!particularly!those!
   with!very!positive!or!very!negative!attitudes,!to!mark!the!right`!or!left`
   hand!sides!without!reading!the!labels.!!!
"  Individual!items!on!a!semantic!differential!scale!may!be!scored!on!either!
   a!`3!to!+3!or!a!1!to!7!scale.!!
Itemized'Rating'Scales:'(3)'Stapel'Scale'
The Stapel scale is a unipolar rating scale with ten categories
numbered from -5 to +5, without a neutral point (zero). This
scale is usually presented vertically.
  +5              +5            +5

  +4              +4            +4

  +3              +3            +3

  +2              +2X           +2

  +1              +1            +1

HIGH QUALIT   POOR SERVICE   WIDE VARIETY

  -1              -1             -1

  -2              -2             -2

  -3              -3             -3

  -4X             -4             -4

  -5              -5             -5
Basic Noncomparative Scales

             Basic
Scale
                                Examples
        Advantages
 Disadvantages
             Characteristics
Continuou Place a mark on a co        Reaction to TV   Easy to        Scoring can be
s Rating  ntinuous line
               commercials
    construct
     cumbersome
Scale
                                                                unless
                                                                      computerized
Itemized
Rating Scales
Likert       Degree of agreement      Measurement      Easy to        More time
Scale
        on a 1 (strongly disa   of attitudes
    construct,     consuming
             gree) to 5 (strongly                      administer,
             agree) scale
                             and understa
                                                       nd
Semantic     Seven-point scale        Brand, product Versatile
       Difficult to
Differenti   with bipolar labels
     , and company                   construct bipolar
al
                                    images
                         adjectives

Stapel       Unipolar ten-point       Measurement      Easy to const Confusing and
Scale
       scale, -5 to +5,         of attitudes     ruct and admi difficult to apply
             without a neutral        and images
      nister over
             point (zero)
                             telephone
Balanced and Unbalanced Scales

  Balanced Scale          Unbalanced Scale
Surfing the Internet is   Surfing the Internet is
____ Extremely Good       ____ Extremely Good
____ Very Good            ____ Very Good
____ Good                 ____ Good
____ Bad                  ____ Somewhat Good
____ Very Bad             ____ Bad
____ Extremely Bad        ____ Very Bad
Rating Scale Configurations
A variety of scale configurations may be employed to measure
Some examples include: the comfort of Nike shoes


Nike shoes are:
1) Place an “X” on one of the blank spaces…
    Very                                                   Very
Uncomfortable                                           Comfortable

2) Circle the number…
    Very          1      2      3      4    5   6   7      Very
Uncomfortable                                            Comfortable


3) Place an “X” on one of the blank spaces…
    Very Uncomfortable
    Uncomfortable
    Neither Uncomfortable nor Comfortable
    Comfortable
    Very Comfortable
Some'Unique'Rating'Scale'Configurations'
Thermometer Scale
Instructions: Please indicate how much you like McDonald’s hamburgers
by coloring in the thermometer. Start at the bottom and color up to the
temperature level that best indicates how strong your preference is.
                            Like very
Form:                         much
                                 T'                                    100
                                      The image cannot be displayed. Your


                                                                       75
                                      computer may not have enough memory



                                 T'
                                      to open the image, or the image may have
                                      been corrupted. Restart your computer,
                                      and then open the file again. If the red x


                                                                       50
                                      still appears, you may have to delete the
                                      image and then insert it again.



                                 T'                                    25
                          Dislike very                                   0
                             much

Smiling Face Scale
Instructions: Please point to the face that shows how much you like the
Barbie Doll. If you do not like the Barbie Doll at all, you would point to Face
1. If you liked it very much, you would point to Face 5.

Form:

                            1                      2                              3   4   5
Criteria'for'Good'Measurement'
               (1)'
# Reliability!–!Reliability!is!the!degree!to!which!
  measurements!are!devoid!of!error!and!therefore!in!the!
  position!to!yield!consistent!results,!also!over!repeated!
  attempts!over!time!(ordinal!measures!always!yield!the!
  same!order,!interval!measurements!always!yield!the!same!
  order!and!same!distance!between!the!measured!items)!



# Validity!–!Validity!is!the!ability!of!a!scale!or!measuring!
  instrument!to!measure!what!it!is!intended!to!measure!
  (e.g.!is!absenteeism!from!work!a!valid!measure!of!job!
  satisfaction!or!are!there!other!influences!like!a!flu!
  epidemic!which!is!keeping!employees!from!work)!
Criteria'for'Good'Measurement'
                (2)'
# Sensitivity!–!Sensitivity!is!the!ability!of!a!measurement!
  instrument!to!accurately!measure!variability!in!stimuli!or!
  responses!(e.g.!on!a!scale,!the!choices!very!strongly!
  agree,!strongly!agree,!agree,!don t!agree!offer!more!
  choices!than!a!scale!with!just!two!choices!`!agree!and!
  don t!agree!–!and!is!thus!more!sensitive)!!!
Scale Evaluation
                                      Scale
                                    Evaluation
                                                           Validity
              Reliability



                                             Content
Test-Retest
                              Internal                    Criterion
                            Consistency
      Alternative
        Forms                                                           Construct
                                             Convergent
                                              Validity

                                                 Discriminant
                                                   Validity
                                                                      Nomological
                                                                        Validity

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Measurement and scaling

  • 1.
  • 2. Scaling involves creating a continuum upon which measured objects are located. Attitude Scale 1 = Extremely Unfavorable 2 3 . . . 100 = Extremely Favorable Measurement ! Actual assignment of a Numbers Scaling ! The process of placing the respondents on continuum
  • 3. Primary'Scales'of'Measurement' ' '' Nominal! !Numbers!! Finish' ! ! !Assigned !! 7' 8' 3' Ordinal !Rank!Order! ! ! !of!Winners! Finish' ! ! Third' Second' First' place' place' place' Interval !Performance! ! ! !Rating!on!a!!!!!! 8.2' 9.1' 9.6' ! ! !0!to!10!Scale! ! Ratio ! !Time!to!Finish ! ! 15.2' 14.1' 13.4' ! ! !in!Seconds!!!!!!!!!!!!!!
  • 4. Primary'Scales'of'Measurement' Nominal'Scale! "  Nominal'measures'offer'names'or'labels'for'certain' characteristics.' "  serve!as!Tags!for!identifying!objects.!!! "  Do!not!reflect!the!amount!of!the!characteristic! "  Counting!is!the!only!permissible!operation! "  Limited!number!of!statistics!based!on!frequency! counts o  Ex:!different!types!of!blood:!A,!AB,!O,!B! o  1=A,!2=O,!3=B,!4=AB! o  !Male!=!0!and!Female!=!1,!‘sex’!is!measured!on!a! nominal!scale!
  • 5. Primary'Scales'of'Measurement' Ordinal'Scale! "  Record'information'about'the'rank'order'of'scores.' "  Ordinal!measurements!describe!order! "  !but!not!relative!size!or!degree!of!difference!between!the!items! measured.!! "  In!this!scale!type,!the!numbers!assigned!to!objects!or!events! represent!the!rank!order!(1st,2nd!,3rd!,etc)!of!the!entities!assessed.! "  ordinal!variables!do!not!tell!us!anything!about!the!absolute! magnitude!of!the!difference!between!1st!and!2nd!or!between!2nd! and!3rd.!That!is,!we!know!1st!was!before!2nd,!and!2nd!was!before! 3rd,!but!we!do!not!know!how!close!3rd!was!to!2nd!or!how!close! 2nd!was!to!1st.!The!limits!of!ordinal!data!are!most!apparent!when! one!looks!at!the!distance!between!the!third!and!the!fourth!place! finishers.!! o  Ex:!A!horse!race,!which!says!only!which!horses!arrived!first,! second,!or!third!but!include!no!information!about!race!times.!!
  • 6. Primary'Scales'of'Measurement' Interval'Scale! "  Interval scales tell us about the order of data points, and the size of the intervals in between data points. "  Quantitative!attributes!are!all!measurable!on!interval! scales "  The location of the zero point is not fixed.!And!negative! values!can!be!used. o  An!example!of!an!Interval!scale!is!the!Farenheit!scale!of! temperature.!In!the!Farenheit!temperature!scale,!the! distance!between!20!degrees!and!40!degrees!is!the! same!as!the!distance!between!75!degrees!and!95! degrees.
  • 7. Primary'Scales'of'Measurement' Ratio'Scale! "  A ratio scale is an interval scale with a true zero point. "  Possesses all the properties of the nominal, ordinal, and interval scales "  Meaningful to compute ratios of scale values "  All statistical techniques can be applied "  Most measurement in the physical sciences and engineering is done on ratio scales such as Mass, length, time, angle, energy. "  The Klvine temperature!scale!has!a!non`arbitrary!zero!point! of!absolute!Zero,!which!is!denoted!0K!and!is!equal!to!`273.15! degrees!Celsius.!
  • 8.
  • 9.
  • 10.
  • 11.
  • 12. Each'type'of'question'corresponds'to'a'level'of' measurement.'These'levels'of'measurement'will' determine'what'type'of'data'analysis'we'use:' "  All!qualitative!research!is!nominal.! "  All!categorical!data!in!which!there!is!no!difference!in! value!among!the!categories!is!nominal.! "  All!categorical!data!in!which!there!is!an!implied! ranking!(for!example,!high`medium`low)!is!ordinal.!! "  Any!question!that!asks!respondents!to!rank!order! responses!is!also!ordinal.! "  Any!question!in!which!the!response!is!a!number!or! can!be!interpreted!as!a!number!with!equal!values! among!the!data!points!is!ratio.!
  • 13. Classification' Noncomparative Rating Scales Continuous Itemized Rating Scales Rating Scales Semantic Stapel Likert Differential
  • 14. Continuous'Rating'Scale' Respondents rate the objects by placing a mark at the appropriate position on a line that runs from one extreme of the criterion variable to the other. The form of the continuous scale may vary considerably. How would you rate Sears as a department store?
  • 15. Itemized'Rating'Scales' "  The!respondents!are!provided!with!a!scale!that!has!a! number!or!brief!description!associated!with!each! category.!!! "  The!categories!are!ordered!in!terms!of!scale!position,! and!the!respondents!are!required!to!select!the!specified! category!that!best!describes!the!object!being!rated.!!! "  The!commonly!used!itemized!rating!scales!are!the!Likert,! semantic!differential,!and!Stapel!scales.! Using'the'5Tpoint'scale'provided,'please' Are'you'satisfied'with'our' indicate'how'satisfy'you'are'with'our' service?' service
  • 17. Itemized'Rating'Scales:'' (2)'Semantic'Differential'Scale' The!semantic'differential!is!a!seven`point!rating!scale!with!end!points! associated!with!bipolar!labels!that!have!semantic!meaning.!!!  ! Marks!&!Spencer!is:! Powerful! !``:``:``:``:`X`:``:``:!Weak! Unreliable!``:``:``:``:``:`X`:``:!Reliable! Modern! !``:``:``:``:``:``:`X`:!Old`fashioned! ! "  The!negative!adjective!or!phrase!sometimes!appears!at!the!left!side!of! the!scale!and!sometimes!at!the!right.!!! "  This!controls!the!tendency!of!some!respondents,!particularly!those! with!very!positive!or!very!negative!attitudes,!to!mark!the!right`!or!left` hand!sides!without!reading!the!labels.!!! "  Individual!items!on!a!semantic!differential!scale!may!be!scored!on!either! a!`3!to!+3!or!a!1!to!7!scale.!!
  • 18. Itemized'Rating'Scales:'(3)'Stapel'Scale' The Stapel scale is a unipolar rating scale with ten categories numbered from -5 to +5, without a neutral point (zero). This scale is usually presented vertically. +5 +5 +5 +4 +4 +4 +3 +3 +3 +2 +2X +2 +1 +1 +1 HIGH QUALIT POOR SERVICE WIDE VARIETY -1 -1 -1 -2 -2 -2 -3 -3 -3 -4X -4 -4 -5 -5 -5
  • 19. Basic Noncomparative Scales Basic Scale Examples Advantages Disadvantages Characteristics Continuou Place a mark on a co Reaction to TV Easy to Scoring can be s Rating ntinuous line commercials construct cumbersome Scale unless computerized Itemized Rating Scales Likert Degree of agreement Measurement Easy to More time Scale on a 1 (strongly disa of attitudes construct, consuming gree) to 5 (strongly administer, agree) scale and understa nd Semantic Seven-point scale Brand, product Versatile Difficult to Differenti with bipolar labels , and company construct bipolar al images adjectives Stapel Unipolar ten-point Measurement Easy to const Confusing and Scale scale, -5 to +5, of attitudes ruct and admi difficult to apply without a neutral and images nister over point (zero) telephone
  • 20. Balanced and Unbalanced Scales Balanced Scale Unbalanced Scale Surfing the Internet is Surfing the Internet is ____ Extremely Good ____ Extremely Good ____ Very Good ____ Very Good ____ Good ____ Good ____ Bad ____ Somewhat Good ____ Very Bad ____ Bad ____ Extremely Bad ____ Very Bad
  • 21. Rating Scale Configurations A variety of scale configurations may be employed to measure Some examples include: the comfort of Nike shoes Nike shoes are: 1) Place an “X” on one of the blank spaces… Very Very Uncomfortable Comfortable 2) Circle the number… Very 1 2 3 4 5 6 7 Very Uncomfortable Comfortable 3) Place an “X” on one of the blank spaces… Very Uncomfortable Uncomfortable Neither Uncomfortable nor Comfortable Comfortable Very Comfortable
  • 22. Some'Unique'Rating'Scale'Configurations' Thermometer Scale Instructions: Please indicate how much you like McDonald’s hamburgers by coloring in the thermometer. Start at the bottom and color up to the temperature level that best indicates how strong your preference is. Like very Form: much T' 100 The image cannot be displayed. Your 75 computer may not have enough memory T' to open the image, or the image may have been corrupted. Restart your computer, and then open the file again. If the red x 50 still appears, you may have to delete the image and then insert it again. T' 25 Dislike very 0 much Smiling Face Scale Instructions: Please point to the face that shows how much you like the Barbie Doll. If you do not like the Barbie Doll at all, you would point to Face 1. If you liked it very much, you would point to Face 5. Form: 1 2 3 4 5
  • 23. Criteria'for'Good'Measurement' (1)' # Reliability!–!Reliability!is!the!degree!to!which! measurements!are!devoid!of!error!and!therefore!in!the! position!to!yield!consistent!results,!also!over!repeated! attempts!over!time!(ordinal!measures!always!yield!the! same!order,!interval!measurements!always!yield!the!same! order!and!same!distance!between!the!measured!items)! # Validity!–!Validity!is!the!ability!of!a!scale!or!measuring! instrument!to!measure!what!it!is!intended!to!measure! (e.g.!is!absenteeism!from!work!a!valid!measure!of!job! satisfaction!or!are!there!other!influences!like!a!flu! epidemic!which!is!keeping!employees!from!work)!
  • 24. Criteria'for'Good'Measurement' (2)' # Sensitivity!–!Sensitivity!is!the!ability!of!a!measurement! instrument!to!accurately!measure!variability!in!stimuli!or! responses!(e.g.!on!a!scale,!the!choices!very!strongly! agree,!strongly!agree,!agree,!don t!agree!offer!more! choices!than!a!scale!with!just!two!choices!`!agree!and! don t!agree!–!and!is!thus!more!sensitive)!!!
  • 25. Scale Evaluation Scale Evaluation Validity Reliability Content Test-Retest Internal Criterion Consistency Alternative Forms Construct Convergent Validity Discriminant Validity Nomological Validity