Measurement and Scaling Fundamentals, Comparative and Non Comparative Scaling

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Measurement and Scaling Fundamentals, Comparative and Non Comparative Scaling

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Measurement and Scaling


Measurement means assigning numbers or other symbols to characteristics of objects according to certain pre specified rules. One-to-one correspondence between the numbers and the characteristics being measured. The rules for assigning numbers should be standardized and applied uniformly. Rules must not change over objects or time.

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Measurement and Scaling


Scaling involves creating a continuum upon which measured objects are located. Consider an attitude scale from 1 to 100. Each respondent is assigned a number from 1 to 100, with 1 = Extremely Unfavorable, and 100 = Extremely Favorable. Measurement is the actual assignment of a number from 1 to 100 to each respondent. Scaling is the process of placing the respondents on a continuum with respect to their attitude toward department stores.

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A Classification of Scaling Techniques


Figure 1 Scaling Techniques

Comparative Scales

Non Comparative Scales

Paired Comparison

Rank Order

Constant Sum

Q-Sort and Other Procedures

Continuous Itemized Rating Scales Rating Scales

Likert

Semantic Differential

Stapel

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Primary Scales of Measurement


Scale Figure 1.1 Nominal Numbers
Assigned to Runners
7 8 3

Finish

Ordinal

Rank Order of Winners


Third place Second place 9.1 First place 9.6

Finish

Interval

Performance Rating on a 0 to 10 Scale

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Ratio

Time to Finish, in

15.2

14.1

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Primary Scales of Measurement Nominal Scale

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The numbers serve only as labels or tags for identifying and classifying objects. When used for identification, there is a strict one-toone correspondence between the numbers and the objects. The numbers do not reflect the amount of the characteristic possessed by the objects. The only permissible operation on the numbers in a nominal scale is counting. Only a limited number of statistics, all of which are based on frequency counts, are permissible, e.g., percentages, and mode.

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Illustration of Primary Scales of Measurement


Table 1

Nominal Scale
No. Store 3 months

Ordinal Scale
Preference Rankings

Interval Scale
Preference Ratings 1-7 11-17

Ratio Scale
$ spent last

1. Lord & Taylor 2. Macys 3. Kmart 4. Richs 5. J.C. Penney 6. Neiman Marcus 7. Target 8. Saks Fifth Avenue 9. Sears 10.Wal-Mart

7 2 8 3 1 5 9 6 4 10

79 25 82 30 10 53 95 61 45 115

5 7 4 6 7 5 4 5 6 2

15 17 14 16 17 15 14 15 16 12

0 200 0 100 250 35 0 100 0 10

Primary Scales of Measurement Ordinal Scale

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A ranking scale in which numbers are assigned to objects to indicate the relative extent to which the objects possess some characteristic. Can determine whether an object has more or less of a characteristic than some other object, but not how much more or less. Any series of numbers can be assigned that preserves the ordered relationships between the objects. In addition to the counting operation allowable for nominal scale data, ordinal scales permit the use of statistics based on centiles, e.g., percentile, quartile, median.

Primary Scales of Measurement Interval Scale

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Numerically equal distances on the scale represent equal values in the characteristic being measured. It permits comparison of the differences between objects. The location of the zero point is not fixed. Both the zero point and the units of measurement are arbitrary. It is meaningful to take ratios of scale values. Statistical techniques that may be used include all of those that can be applied to nominal and ordinal data, and in addition the arithmetic mean, standard deviation, and other statistics commonly used in marketing research.

Primary Scales of Measurement Ratio Scale

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Possesses all the properties of the nominal, ordinal, and interval scales. It has an absolute zero point. It is meaningful to compute ratios of scale values. All statistical techniques can be applied to ratio data.

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Primary Scales of Measurement


Table 1.1
Scale Nominal Basic Characteristics Numbers identify & classify objects Common Examples Social Security nos., numbering of football players Nos. indicate the Quality rankings, relative positions rankings of teams of objects but not in a tournament the magnitude of differences between them Differences Temperature between objects (Fahrenheit) Zero point is fixed, Length, weight ratios of scale values can be compared Marketing Permissible Statistics Examples Descriptive Inferential Brand nos., store Percentages, Chi-square, types mode binomial test Preference Percentile, rankings, market median position, social class Rank-order correlation, Friedman ANOVA

Ordinal

Interval Ratio

Attitudes, opinions, index Age, sales, income, costs

Range, mean, standard Geometric mean, harmonic mean

Productmoment Coefficient of variation

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A Comparison of Scaling Techniques

Comparative scales involve the direct comparison of stimulus objects. Comparative scale data must be interpreted in relative terms and have only ordinal or rank order properties. In non comparative scales, each object is scaled independently of the others in the stimulus set. The resulting data are generally assumed to be interval or ratio scaled.

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Relative Advantages of Comparative Scales

Small differences between stimulus objects can be detected. Same known reference points for all respondents. Easily understood and can be applied. Involve fewer theoretical assumptions. Tend to reduce halo or carryover effects from one judgment to another.

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Relative Disadvantages of Comparative Scales


Ordinal nature of the data Inability to generalize beyond the stimulus objects scaled.

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Non comparative Scaling Techniques

Respondents evaluate only one object at a time, and for this reason non comparative scales are often referred to as monadic scales. Non comparative techniques consist of continuous and itemized rating scales.

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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 Neither good Very good nor bad Probably the worst - - - - - - -I - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - -Probably the best 0 10 20 30 40 50 60 70 80 90 100 Very bad

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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.

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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 Disagree Neither Agree agree nor disagree 3 3 3X 4 4 4 Strongly agree

1. Sears sells high quality merchandise. 2. Sears has poor in-store service. 3. I like to shop at Sears.

1 1 1

2X 2X 2

5 5 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.

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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

A Semantic Differential Scale for Measuring SelfConcepts, Person Concepts, and Product Concepts
1) Rugged 2) Excitable 3) Uncomfortable 4) Dominating 5) Thrifty 6) Pleasant 7) Contemporary 8) Organized 9) Rational 10) Youthful :---:---:---:---:---:---:---: Delicate :---:---:---:---:---:---:---: Calm :---:---:---:---:---:---:---: Comfortable :---:---:---:---:---:---:---: Submissive :---:---:---:---:---:---:---: Indulgent :---:---:---:---:---:---:---: Unpleasant :---:---:---:---:---:---:---: Obsolete :---:---:---:---:---:---:---: Unorganized :---:---:---:---:---:---:---: Emotional :---:---:---:---:---:---:---: Mature

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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 +4 +3 +2 +1 HIGH QUALITY -1 -2 -3 -4X -5 +5 +4 +3 +2X +1 POOR SERVICE -1 -2 -3 -4 -5

The data obtained by using a Stapel scale can be analyzed in the same way as semantic differential data.

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Basic Noncomparative Scales


Table 1.2
Scale Continuous Rating Scale Itemized Rating Scales Likert Scale
Degrees of agreement on a 1 (strongly disagree) to 5 (strongly agree) scale Seven - point scale with bipolar labels Measurement of attitudes Easy to construct, administer, and understand

Basic Characteristics

Examples
Reaction to TV commercials

Advantages
Easy to construct

Disadvantages
Scoring can be cumbersome unless computerized

Place a mark on a continuous line

More time - consuming

Semantic Differential

Brand, product, and company images Measurement of attitudes and images

Versatile

Controversy as to whether the data are interval Confusing and difficult to apply

Stapel Scale

Unipolar ten - point scale, - 5 to +5, witho ut a neutral point (zero)

Easy to construct, administer over telephone

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Summary of Itemized Scale Decisions


Table 1.3
1) Number of categories Although there is no single, optimal number, traditional guidelines suggest that there should be between five and nine categories In general, the scale should be balanced to obtain objective data If a neutral or indifferent scale response is possible from at least some of the an odd number of categories should be used In situations where the respondents are expected to have no opinion, the accuracy of the data may be improved by a non-forced 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 A number of options should be tried and the best selected

2) Balanced vs. unbalanced 3) Odd/even no. of categories respondents, 4) Forced vs. non-forced scale 5) Verbal description

6) Physical form

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Summary of Itemized Scale Decisions


Table 1.3
1) Number of categories Although there is no single, optimal number, traditional guidelines suggest that there should be between five and nine categories In general, the scale should be balanced to obtain objective data If a neutral or indifferent scale response is possible from at least some of the an odd number of categories should be used In situations where the respondents are expected to have no opinion, the accuracy of the data may be improved by a non-forced 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 A number of options should be tried and the best selected

2) Balanced vs. unbalanced 3) Odd/even no. of categories respondents, 4) Forced vs. non-forced scale 5) Verbal description

6) Physical form

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Rating Scale Configurations


Cheer detergent is:
1) Very harsh 2) Very harsh --1 --2 --3 --4 --5 --6 --7

Figure 1.2

A variety of scale configurations may be employed to measure the gentleness of Cheer detergent. Some examples include:
Very gentle Very gentle

3) . Very harsh . . . Neither harsh nor gentle . . . Very gentle 4) ____ Very harsh 5) ____ Harsh

Cheer

____ ____ Somewhat Neither harsh Harsh nor gentle

____ Somewhat gentle

____ Gentle

____ Very gentle

-3
Very harsh

-2

-1

0
Neither harsh nor gentle

+1

+2

+3
Very gentle

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Some Unique Rating Scale Configurations


Figure 1.3 Thermometer Scale Instructions: Please indicate how much you like McDonalds 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:

Like very much Dislike very much

100 75 50 25 0

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

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Development of a Multi-item Scale


Figure 1.4
Develop Theory Generate Initial Pool of Items: Theory, Secondary Data, and Qualitative Research Select a Reduced Set of Items Based on Qualitative Judgement Collect Data from a Large Pretest Sample Statistical Analysis Develop Purified Scale Collect More Data from a Different Sample Evaluate Scale Reliability, Validity, and Generalizability Final Scale

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Thank You!

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