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Chapter Nine
Measurement and Scaling:
Noncomparative Scaling
Techniques
9-2
Chapter Outline
1) Overview
2) Noncomparative Scaling Techniques
3) Continuous Rating Scale
4) Itemized Rating Scale
i. Likert Scale
ii. Semantic Differential Scale
iii. Stapel Scale
9-3
Chapter Outline
5) Noncomparative Itemized Rating Scale Decisions
i. Number of Scale Categories
ii. Balanced vs. Unbalanced Scales
iii. Odd or Even Number of Categories
iv. Forced vs. Non-forced Scales
v. Nature and Degree of Verbal Description
vi. Physical Form or Configuration
6) Multi-item Scales
9-4
Chapter Outline
7) Scale Evaluation
i. Measurement Accuracy
ii. Reliability
iii. Validity
iv. Relationship between Reliability and Validity
v. Generalizability
8) Choosing a Scaling Technique
9) Mathematically Derived Scales
Reliable? Valid?
Generalizable?
9-5
Chapter Outline
10) International Marketing Research
11) Ethics in Marketing Research
12) Internet and Computer Applications
13) Focus on Burke
14) Summary
15) Key Terms and Concepts
9-6
Noncomparative Scaling Techniques
 Respondents evaluate only one object at a time, and
for this reason noncomparative scales are often
referred to as monadic scales.
 Noncomparative techniques consist of continuous
and itemized rating scales.
9-7
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?
Version 1
Probably the worst - - - - - - -I - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Probably the best
 
Version 2
Probably the worst - - - - - - -I - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - Probably the best
0 10 20 30 40 50 60 70 80 90 100
 
Version 3
Very bad Neither good Very good
nor bad
Probably the worst - - - - - - -I - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - -Probably the best
0 10 20 30 40 50 60 70 80 90 100
9-8
A relatively new research tool, the perception analyzer, provides continuous
measurement of “gut reaction.” A group of up to 400 respondents is presented
with TV or radio spots or advertising copy. The measuring device consists of a
dial that contains a 100-point range. Each participant is given a dial and
instructed to continuously record his or her reaction to the material being tested ..
As the respondents turn the dials, the
information is fed to a computer, which
tabulates second-by-second response
profiles. As the results are recorded by the
computer, they are superimposed on a
video screen, enabling the researcher to
view the respondents' scores immediately.
The responses are also stored in a
permanent data file for use in further
analysis. The response scores can be
broken down by categories, such as age,
income, sex, or product usage.
RATE: Rapid Analysis and Testing Environment
9-9
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.
9-10
Likert Scale
The Likert scale requires the respondents to indicate a degree of agreement or
disagreement with each of a series of statements about the stimulus objects.
 
Strongly Disagree Neither Agree Strongly
disagree agree nor agree
disagree
 
1. Sears sells high quality merchandise. 1 2X 3 4 5
 
2. Sears has poor in-store service. 1 2X 3 4 5
 
3. I like to shop at Sears. 1 2 3X 4 5
 
 The analysis can be conducted on an item-by-item basis (profile analysis), or a
total (summated) score can be calculated.
 When arriving at a total score, the categories assigned to the negative
statements by the respondents should be scored by reversing the scale.
9-11
Semantic Differential Scale
The semantic differential is a seven-point rating scale with end
points associated with bipolar labels that have semantic meaning.
 
SEARS 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.
9-12
A Semantic Differential Scale for Measuring Self-
Concepts, Person Concepts, and Product Concepts
1) Rugged :---:---:---:---:---:---:---: Delicate
2) Excitable :---:---:---:---:---:---:---: Calm
3) Uncomfortable :---:---:---:---:---:---:---: Comfortable
4) Dominating :---:---:---:---:---:---:---: Submissive
5) Thrifty :---:---:---:---:---:---:---: Indulgent
6) Pleasant :---:---:---:---:---:---:---: Unpleasant
7) Contemporary :---:---:---:---:---:---:---: Obsolete
8) Organized :---:---:---:---:---:---:---: Unorganized
9) Rational :---:---:---:---:---:---:---: Emotional
10) Youthful :---:---:---:---:---:---:---: Mature
9-13
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.
 
SEARS
 
+5 +5
+4 +4
+3 +3
+2 +2X
+1 +1
HIGH QUALITY POOR SERVICE
-1 -1
-2 -2
-3 -3
-4X -4
-5 -5
The data obtained by using a Stapel scale can be analyzed in the
same way as semantic differential data.
9-14
Scale Basic
Characteristics
Examples Advantages Disadvantages
Continuous
Rating
Scale
Place a mark on a
continuous line
Reaction to
TV
commercials
Easy to construct Scoring can be
cumbersome
unless
computerized
Itemized Rating
Scales
Likert Scale Degrees of
agreement on a 1
(strongly disagree)
to 5 (strongly agree)
scale
Measurement
of attitudes
Easy to construct,
administer, and
understand
More
time - consuming
Semantic
Differential
Seven - point scale
with bipolar labels
Brand,
product, and
company
images
Versatile Controversy as
to whether the
data are interval
Stapel
Scale
Unipolar ten - point
scale, - 5 to +5,
witho ut a neutral
point (zero)
Measurement
of attitudes
and images
Easy to construct,
administer over
telephone
Confusing and
difficult to apply
Table 9.1
Basic Noncomparative Scales
9-15Summary of Itemized Scale
Decisions
1) Number of categories Although there is no single, optimal number,
traditional guidelines suggest that there
should be between five and nine categories
2) Balanced vs. unbalanced In general, the scale should be balanced to
obtain objective data
3) Odd/even no. of categories If a neutral or indifferent scale response is
possible from at least some of the
respondents,
an odd number of categories should be used
4) Forced vs. non-forced In situations where the respondents are
expected to have no opinion, the accuracy of
the data may be improved by a non-forced
scale
5) Verbal description An argument can be made for labeling all or
many scale categories. The category
descriptions should be located as close to the
response categories as possible
6) Physical form A number of options should be tried and the
best selected
Table 9.2
9-16
Jovan Musk for Men is Jovan Musk for Men is
Extremely good Extremely good
Very good Very good
Good Good
Bad Somewhat good
Very bad Bad
Extremely bad Very bad
Figure 9.1
Balanced and Unbalanced Scales
9-17
A variety of scale configurations may be employed to measure the
gentleness of Cheer detergent. Some examples include:
Cheer detergent is:
1) Very harsh --- --- --- --- --- --- --- Very gentle
2) Very harsh 1 2 3 4 5 6 7 Very gentle
3) . Very harsh
.
.
. Neither harsh nor gentle
.
.
. Very gentle
4) ____ ____ ____ ____ ____ ____ ____
Very Harsh Somewhat Neither harsh Somewhat Gentle Very
harsh Harsh nor gentle gentle gentle
5)
Very Neither harsh Very
harsh nor gentle gentle
Rating Scale Configurations Figure 9.2
-3 -1 0 +1 +2-2 +3
Cheer
9-18
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.
Form:
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
Figure 9.3
Like very
much
Dislike
very much
100
75
50
25
0
Some Unique Rating Scale
Configurations
9-19
Scale Evaluation
Figure 9.5
Discriminant NomologicalConvergent
Test/
Retest
Alternative
Forms
Internal
Consistency
Content Criterion Construct
GeneralizabilityReliability Validity
Scale
Evaluation
9-20
Measurement Accuracy
The true score model provides a framework for
understanding the accuracy of measurement.
XO = XT + XS + XR
where
XO = the observed score or measurement
XT = the true score of the characteristic
XS = systematic error
XR = random error
9-21
Reliability
 Reliability can be defined as the extent to which
measures are free from random error, XR. If XR = 0,
the measure is perfectly reliable.
 In test-retest reliability, respondents are
administered identical sets of scale items at two
different times and the degree of similarity between
the two measurements is determined.
 In alternative-forms reliability, two equivalent
forms of the scale are constructed and the same
respondents are measured at two different times, with
a different form being used each time.
9-22
Reliability
 Internal consistency reliability determines the
extent to which different parts of a summated scale
are consistent in what they indicate about the
characteristic being measured.
 In split-half reliability, the items on the scale are
divided into two halves and the resulting half scores
are correlated.
 The coefficient alpha, or Cronbach's alpha, is the
average of all possible split-half coefficients resulting
from different ways of splitting the scale items. This
coefficient varies from 0 to 1, and a value of 0.6 or
less generally indicates unsatisfactory internal
consistency reliability.
9-23
Validity
 The validity of a scale may be defined as the extent
to which differences in observed scale scores reflect
true differences among objects on the characteristic
being measured, rather than systematic or random
error. Perfect validity requires that there be no
measurement error (XO = XT, XR = 0, XS = 0).
 Content validity is a subjective but systematic
evaluation of how well the content of a scale
represents the measurement task at hand.
 Criterion validity reflects whether a scale performs
as expected in relation to other variables selected
(criterion variables) as meaningful criteria.
9-24
Validity
 Construct validity addresses the question of what
construct or characteristic the scale is, in fact,
measuring. Construct validity includes convergent,
discriminant, and nomological validity.
 Convergent validity is the extent to which the
scale correlates positively with other measures of the
same construct.
 Discriminant validity is the extent to which a
measure does not correlate with other constructs
from which it is supposed to differ.
 Nomological validity is the extent to which the
scale correlates in theoretically predicted ways with
measures of different but related constructs.

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Measurement and scaling noncomparative scaling technique

  • 1. Chapter Nine Measurement and Scaling: Noncomparative Scaling Techniques
  • 2. 9-2 Chapter Outline 1) Overview 2) Noncomparative Scaling Techniques 3) Continuous Rating Scale 4) Itemized Rating Scale i. Likert Scale ii. Semantic Differential Scale iii. Stapel Scale
  • 3. 9-3 Chapter Outline 5) Noncomparative Itemized Rating Scale Decisions i. Number of Scale Categories ii. Balanced vs. Unbalanced Scales iii. Odd or Even Number of Categories iv. Forced vs. Non-forced Scales v. Nature and Degree of Verbal Description vi. Physical Form or Configuration 6) Multi-item Scales
  • 4. 9-4 Chapter Outline 7) Scale Evaluation i. Measurement Accuracy ii. Reliability iii. Validity iv. Relationship between Reliability and Validity v. Generalizability 8) Choosing a Scaling Technique 9) Mathematically Derived Scales Reliable? Valid? Generalizable?
  • 5. 9-5 Chapter Outline 10) International Marketing Research 11) Ethics in Marketing Research 12) Internet and Computer Applications 13) Focus on Burke 14) Summary 15) Key Terms and Concepts
  • 6. 9-6 Noncomparative Scaling Techniques  Respondents evaluate only one object at a time, and for this reason noncomparative scales are often referred to as monadic scales.  Noncomparative techniques consist of continuous and itemized rating scales.
  • 7. 9-7 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? Version 1 Probably the worst - - - - - - -I - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Probably the best   Version 2 Probably the worst - - - - - - -I - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - Probably the best 0 10 20 30 40 50 60 70 80 90 100   Version 3 Very bad Neither good Very good nor bad Probably the worst - - - - - - -I - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - -Probably the best 0 10 20 30 40 50 60 70 80 90 100
  • 8. 9-8 A relatively new research tool, the perception analyzer, provides continuous measurement of “gut reaction.” A group of up to 400 respondents is presented with TV or radio spots or advertising copy. The measuring device consists of a dial that contains a 100-point range. Each participant is given a dial and instructed to continuously record his or her reaction to the material being tested .. As the respondents turn the dials, the information is fed to a computer, which tabulates second-by-second response profiles. As the results are recorded by the computer, they are superimposed on a video screen, enabling the researcher to view the respondents' scores immediately. The responses are also stored in a permanent data file for use in further analysis. The response scores can be broken down by categories, such as age, income, sex, or product usage. RATE: Rapid Analysis and Testing Environment
  • 9. 9-9 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.
  • 10. 9-10 Likert Scale The Likert scale requires the respondents to indicate a degree of agreement or disagreement with each of a series of statements about the stimulus objects.   Strongly Disagree Neither Agree Strongly disagree agree nor agree disagree   1. Sears sells high quality merchandise. 1 2X 3 4 5   2. Sears has poor in-store service. 1 2X 3 4 5   3. I like to shop at Sears. 1 2 3X 4 5    The analysis can be conducted on an item-by-item basis (profile analysis), or a total (summated) score can be calculated.  When arriving at a total score, the categories assigned to the negative statements by the respondents should be scored by reversing the scale.
  • 11. 9-11 Semantic Differential Scale The semantic differential is a seven-point rating scale with end points associated with bipolar labels that have semantic meaning.   SEARS 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.
  • 12. 9-12 A Semantic Differential Scale for Measuring Self- Concepts, Person Concepts, and Product Concepts 1) Rugged :---:---:---:---:---:---:---: Delicate 2) Excitable :---:---:---:---:---:---:---: Calm 3) Uncomfortable :---:---:---:---:---:---:---: Comfortable 4) Dominating :---:---:---:---:---:---:---: Submissive 5) Thrifty :---:---:---:---:---:---:---: Indulgent 6) Pleasant :---:---:---:---:---:---:---: Unpleasant 7) Contemporary :---:---:---:---:---:---:---: Obsolete 8) Organized :---:---:---:---:---:---:---: Unorganized 9) Rational :---:---:---:---:---:---:---: Emotional 10) Youthful :---:---:---:---:---:---:---: Mature
  • 13. 9-13 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.   SEARS   +5 +5 +4 +4 +3 +3 +2 +2X +1 +1 HIGH QUALITY POOR SERVICE -1 -1 -2 -2 -3 -3 -4X -4 -5 -5 The data obtained by using a Stapel scale can be analyzed in the same way as semantic differential data.
  • 14. 9-14 Scale Basic Characteristics Examples Advantages Disadvantages Continuous Rating Scale Place a mark on a continuous line Reaction to TV commercials Easy to construct Scoring can be cumbersome unless computerized Itemized Rating Scales Likert Scale Degrees of agreement on a 1 (strongly disagree) to 5 (strongly agree) scale Measurement of attitudes Easy to construct, administer, and understand More time - consuming Semantic Differential Seven - point scale with bipolar labels Brand, product, and company images Versatile Controversy as to whether the data are interval Stapel Scale Unipolar ten - point scale, - 5 to +5, witho ut a neutral point (zero) Measurement of attitudes and images Easy to construct, administer over telephone Confusing and difficult to apply Table 9.1 Basic Noncomparative Scales
  • 15. 9-15Summary of Itemized Scale Decisions 1) Number of categories Although there is no single, optimal number, traditional guidelines suggest that there should be between five and nine categories 2) Balanced vs. unbalanced In general, the scale should be balanced to obtain objective data 3) Odd/even no. of categories If a neutral or indifferent scale response is possible from at least some of the respondents, an odd number of categories should be used 4) Forced vs. non-forced In situations where the respondents are expected to have no opinion, the accuracy of the data may be improved by a non-forced scale 5) Verbal description An argument can be made for labeling all or many scale categories. The category descriptions should be located as close to the response categories as possible 6) Physical form A number of options should be tried and the best selected Table 9.2
  • 16. 9-16 Jovan Musk for Men is Jovan Musk for Men is Extremely good Extremely good Very good Very good Good Good Bad Somewhat good Very bad Bad Extremely bad Very bad Figure 9.1 Balanced and Unbalanced Scales
  • 17. 9-17 A variety of scale configurations may be employed to measure the gentleness of Cheer detergent. Some examples include: Cheer detergent is: 1) Very harsh --- --- --- --- --- --- --- Very gentle 2) Very harsh 1 2 3 4 5 6 7 Very gentle 3) . Very harsh . . . Neither harsh nor gentle . . . Very gentle 4) ____ ____ ____ ____ ____ ____ ____ Very Harsh Somewhat Neither harsh Somewhat Gentle Very harsh Harsh nor gentle gentle gentle 5) Very Neither harsh Very harsh nor gentle gentle Rating Scale Configurations Figure 9.2 -3 -1 0 +1 +2-2 +3 Cheer
  • 18. 9-18 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. Form: 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 Figure 9.3 Like very much Dislike very much 100 75 50 25 0 Some Unique Rating Scale Configurations
  • 19. 9-19 Scale Evaluation Figure 9.5 Discriminant NomologicalConvergent Test/ Retest Alternative Forms Internal Consistency Content Criterion Construct GeneralizabilityReliability Validity Scale Evaluation
  • 20. 9-20 Measurement Accuracy The true score model provides a framework for understanding the accuracy of measurement. XO = XT + XS + XR where XO = the observed score or measurement XT = the true score of the characteristic XS = systematic error XR = random error
  • 21. 9-21 Reliability  Reliability can be defined as the extent to which measures are free from random error, XR. If XR = 0, the measure is perfectly reliable.  In test-retest reliability, respondents are administered identical sets of scale items at two different times and the degree of similarity between the two measurements is determined.  In alternative-forms reliability, two equivalent forms of the scale are constructed and the same respondents are measured at two different times, with a different form being used each time.
  • 22. 9-22 Reliability  Internal consistency reliability determines the extent to which different parts of a summated scale are consistent in what they indicate about the characteristic being measured.  In split-half reliability, the items on the scale are divided into two halves and the resulting half scores are correlated.  The coefficient alpha, or Cronbach's alpha, is the average of all possible split-half coefficients resulting from different ways of splitting the scale items. This coefficient varies from 0 to 1, and a value of 0.6 or less generally indicates unsatisfactory internal consistency reliability.
  • 23. 9-23 Validity  The validity of a scale may be defined as the extent to which differences in observed scale scores reflect true differences among objects on the characteristic being measured, rather than systematic or random error. Perfect validity requires that there be no measurement error (XO = XT, XR = 0, XS = 0).  Content validity is a subjective but systematic evaluation of how well the content of a scale represents the measurement task at hand.  Criterion validity reflects whether a scale performs as expected in relation to other variables selected (criterion variables) as meaningful criteria.
  • 24. 9-24 Validity  Construct validity addresses the question of what construct or characteristic the scale is, in fact, measuring. Construct validity includes convergent, discriminant, and nomological validity.  Convergent validity is the extent to which the scale correlates positively with other measures of the same construct.  Discriminant validity is the extent to which a measure does not correlate with other constructs from which it is supposed to differ.  Nomological validity is the extent to which the scale correlates in theoretically predicted ways with measures of different but related constructs.