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Battle of the Scales
Examining Respondent Scale Usage
across 10 countries




By Melanie Courtright, Kartik Pashupati,
and Annie Pettit
Background




             2
Battle of the Scales
Background

Scales are a cornerstone of market research
They’re how we determine that:

•   49% of people like Coca-Cola and 42% of people
    like Pepsi


                      •   Men like watching sports more than
                          women do



•   How citizens feel about the government



                      •   Canadians like Shania Twain more than
                          Brits… or do they??



                                                                  3
Battle of the Scales
Background




                       4
Battle of the Scales
So Many Client Questions…
   Is there a difference in the reliability                   of
    attitudinal scales when using                              4-point, 5-
    point, 7-point, and                             10-point scales?
   Does excluding a neutral point impact the
    answers?
   Does labeling each point vs. only the end
    points produce different results?
   Can we replicate and extend the results of previous research on the
    impact of cultural factors on response styles?
   Do scales with greater variance (e.g., 7-point and 10-point scales)
    reduce Extreme Response Style (ERS) compared to lesser variance
    (e.g., 4-point and 5-point scales)?
   Conversely, do scales with greater variance (e.g., 7-point and 10-point
    scales) produce a greater incidence of Medium Response Style (MRS)
    compared to lesser variance (e.g., 4-point and 5-point scales)?



                                                                              5
Battle of the Scales
Research Plan




                       6
Battle of the Scales
Research Plan
   7-minute attitudinal survey
   Globally relevant topics
   Mix of positive and negative wording
   Scales with published measures of reliability
   Include behavioral statements that should correlate to
    attitudinal questions

   Simultaneously field across ten countries
      Age and gender quota sampling by country
   Same sample source throughout
      Research Now’s proprietary Valued Opinions Panel (VOP)

   First study to
      Simultaneously compare the effect of multiple response
         options (4-, 5-, 7- and 10-point scales)
      Using a large, census-balanced, multi-country sample
                                                                7
Battle of the Scales
 Research Plan
     Fieldwork conducted December 2012 and January 2013
     All five scale options tested in each of ten countries

 Sample         4            5 point           5 point               7             10
                                                                                                  TOTAL
  Sizes       point          LABELED         UNLABELED             point          point
 Brazil        500             250                250              500            500   2,000
 China         500             250                250              500            500   2,000
 France        500             250                250              500            500   2,000
Germany        500             250                250              500            500   2,000
  India        500             250                250              500            500   2,000
 Japan         500             250                250              500            500   2,000
 Mexico        500             250                250              500            500   2,000
 Russia        500             250                250              500            500   2,000
   UK          500             250                250              500            500   2,000
   US          500             250                250              500            500   2,000
 TOTAL        5,000           2,500              2,500            5,000          5,000 19,886
       Note: For ease of reading, sample sizes have been rounded up or down by no more than 11.
                                                                                                          8
Battle of the Scales
Analysis Plan
 Three indices:

  Extreme Response Style Index (ERSI)
     – Respondents who answered either extreme of scale were
       assigned a score of 1. Otherwise, they were assigned zero.
  Acquiescence Response Style Index (ARSI)
     – Respondents who strongly agreed with an item were
       assigned a score of 1. Otherwise, they were assigned zero.
  Medium Response Style Index (MRSI)
     – On scales with an odd number of options (i.e., 5 point, 7
       point), respondents who answered exactly in the middle
       were assigned a medium response score of 1. Otherwise,
       they were assigned zero.


 Possible summary values ranged from 0.0 to 1.
                                                                    9
Battle of the Scales
Use of Scale Results
Hypothesis 1: There will be no meaningful differences in
ERS, MRS or ARS indices between male and female
respondents.


                         Male          Female

    ERS                     .43              .43

    ARS                     .32              .33

    MRS                     .28              .28
Result 1 Confirmed: Men and women do not differ in
their response patterns.

                                                           10
Battle of the Scales
Use of Scale Results
Hypothesis 2: There will be significant but not systematic
differences in ERS, ARS and MRS Indices across the
different age groups.
  .50
                                                                        .46
                                         .44     .44
  .45                    .43     .43
         .41     .41                                     .41     .41
                                                                               ERS (Extreme)
  .40

                         .33     .33
  .35            .32                             .32
                                         .32
         .31
                                                         .30
                                 .28     .29     .29             .29
                                                                 .29
  .30                    .28                             .28            .28
         .27     .27
                                                                        .25
                                                                               ARS (Acquiescent)
  .25

                                                                               MRS (Medium)
  .20
        15-17   18-24   25-34   35-44   45-54   55-64   65-74   75-84   85+


Results 2 partially confirmed: There were significant
differences but the differences were systematic. ERS and
MRS gradually increased with age until 55-64, and then
declined. The pattern for ARS (yea-saying) was reversed.
                                                                                                11
Battle of the Scales
Use of Scale Results
Hypothesis 3: There will be significant differences in
ERS, ARS, and MRS across the different countries.
.60
      .53   .53
.50
                  .48                                        MRS (Acquiescent)
                        .45

.40
                              .41   .41   .40   .40
                                                      .37
                                                            ▌ERS (Extreme)
                                                             .31
                        .27   .29   .28   .28   .29   .29
      .27   .26   .26
.30
                                                             .33
.20

.10

.00




Results 3 confirmed: Respondents from Brazil and Mexico
have the highest tendency to give extreme responses.
Respondents from Japan have a significantly lower ERS
Index, and significantly higher MRS (and ARS).
                                                                             12
Battle of the Scales
Use of Scale Results
Hypothesis 4: Individualism (Hofstede) will correlate positively
with ERS and negatively with MRS. Individualism will equate
to stronger, and therefore more extreme, opinions.
.55
         .49
.50
                                                ERS (Extreme)
.45                     .41
                                      .39
         .38
.40

.35
                        .31                     ARS (Acquiescent)
                        .29           .28
.30      .27
                                                MRS (Medium)
.25

.20

       Low          Medium          High
                   Individualism

 Results 4 not confirmed: Differences could not be attributed
 to individualism. Analysis actually showed a negative
 correlation with ERS.

                                                                   13
Battle of the Scales
Use of Scale Results
Hypothesis 5: Respondents in countries that are higher in
masculinity (Hofstede) would exhibit higher ERS.
.50
         .46

.45                                .42
                       .41
                                             ERS (Extreme)
.40

         .34
.35
                       .32
                                   .31
.30      .28           .28
                                   .30
                                             ARS (Acquiescent)

.25
                                              MRS (Medium)
        Low        Medium        High
                   Masculinity


Results 5 not confirmed: While masculinity did affect the
differences, the results were not in the expected direction.
Countries with lower masculinity demonstrated higher ERS
indices.
                                                               14
Battle of the Scales
Use of Scale Results




                       15
Battle of the Scales
Number of Scale Points Results
Hypothesis 6: The number of scale points and scale labeling
will affect ERS, MRS, and ARS.
.50
      .45                .45
.45                                 .42
              .41                             .41

.40                                                  ERS (Extreme)
      .34
      .33                .33
                         .33
.35           .32
              .31                   .32       .31

.30                                 .27
                                                     ARS (Acquiescent)
.25
                                              .20
.20                                                    MRS (Medium)
.15

4 point     5 point    5 point    7 point   10 point
            labeled   unlabeled



Results 6 confirmed: 7- and 10-point scales saw fewer
medium responses. ERS, MRS, and ARS were all lower for
the 5-point labeled scale versus the unlabeled scale.
                                                                      16
Battle of the Scales
    Number of Scale Points Results
    Hypothesis 7: The number of scale points and scale
    labeling will have an impact on scale reliability.
                                                                                Cronbach's alpha
                                           # of   # of               5 point
                                           Total Reverse  4  5 point unlabel   7                             10
              Scale                       Items Items point labeled    ed    point                          point
Health Environment Sensitivity               8      1    0.8   0.8     0.8    0.8                            0.8
Personal Health Responsibility               8      2    0.7   0.6     0.6    0.6                            0.7
Motorcycle Helmet Mandate                    2      1    0.7   0.7     0.7    0.7                            0.7
Attitude toward helping others
                                             4            0         0.9        0.85             0.9   0.9   0.9
(AHO)
Material Values Scale (MVS 9)                9            2         0.8        0.75             0.8   0.8   0.8
Attitude toward Advertising in
                                             7            4         0.7         0.7             0.7   0.7   0.7
General (AAG)
Online privacy concern                       2            0         0.5         0.5             0.5   0.6   0.55
Lie acceptability scale                      8            4         0.8         0.8             0.8   0.8    0.8
     Results 7 Not confirmed: There is no significant variation in
     the reliability of scales by number nor labeling of scale
     points.
            Note: For ease of reading, alphas were rounded. See the paper for precise values.
                                                                                                                17
Battle of the Scales
Summary Findings
 ERS, MRS, and ARS do not differ by gender, but do differ
  by age
 Response styles vary by country
   – India, Mexico, Russia and Brazil are similar
   – The US and UK are similar, as are France and Germany.
   – Respondents from Japan are unique in terms of lower extreme and
     higher medium response styles
 Reasons for country differences are not yet isolated
   – Need more research and
   – Need scale norms that are available on a multi-country basis.
 Varying the number of response options
   – Does affect MRS
   – Does NOT impact scale reliability or ERS
 Scale labeling did not impact scale reliability, but did
  impact ERS, MRS, and ARS

                                                                       18
Battle of the Scales
Closing Thoughts




        READ THE PAPER!
                          19
Battle of the Scales
Closing Thoughts




                       20
Battle of the Scales
Closing Thoughts

What about mobile?


If number of
options and
labeling do
impact results
and screen space
is a luxury on
mobile devices…


                       21
Battle of the Scales
Closing Thoughts

What about social media?   Hideous
                           Disgusting
                           Abhor
If number of               Crap
options and                Yuck
                           Dumb
labeling do                Huh
impact results,            Dunno
                           Whatevs
what is the                Good
complementary              Nice
                           Cool
impact on textual          Awesome
data…                      Wicked
                           Bomb




                                        22
Battle of the Scales
More to Come!




                       23

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Casro 2013: Battle of the Scales

  • 1. Battle of the Scales Examining Respondent Scale Usage across 10 countries By Melanie Courtright, Kartik Pashupati, and Annie Pettit
  • 3. Battle of the Scales Background Scales are a cornerstone of market research They’re how we determine that: • 49% of people like Coca-Cola and 42% of people like Pepsi • Men like watching sports more than women do • How citizens feel about the government • Canadians like Shania Twain more than Brits… or do they?? 3
  • 4. Battle of the Scales Background 4
  • 5. Battle of the Scales So Many Client Questions…  Is there a difference in the reliability of attitudinal scales when using 4-point, 5- point, 7-point, and 10-point scales?  Does excluding a neutral point impact the answers?  Does labeling each point vs. only the end points produce different results?  Can we replicate and extend the results of previous research on the impact of cultural factors on response styles?  Do scales with greater variance (e.g., 7-point and 10-point scales) reduce Extreme Response Style (ERS) compared to lesser variance (e.g., 4-point and 5-point scales)?  Conversely, do scales with greater variance (e.g., 7-point and 10-point scales) produce a greater incidence of Medium Response Style (MRS) compared to lesser variance (e.g., 4-point and 5-point scales)? 5
  • 6. Battle of the Scales Research Plan 6
  • 7. Battle of the Scales Research Plan  7-minute attitudinal survey  Globally relevant topics  Mix of positive and negative wording  Scales with published measures of reliability  Include behavioral statements that should correlate to attitudinal questions  Simultaneously field across ten countries  Age and gender quota sampling by country  Same sample source throughout  Research Now’s proprietary Valued Opinions Panel (VOP)  First study to  Simultaneously compare the effect of multiple response options (4-, 5-, 7- and 10-point scales)  Using a large, census-balanced, multi-country sample 7
  • 8. Battle of the Scales Research Plan  Fieldwork conducted December 2012 and January 2013  All five scale options tested in each of ten countries Sample 4 5 point 5 point 7 10 TOTAL Sizes point LABELED UNLABELED point point Brazil 500 250 250 500 500 2,000 China 500 250 250 500 500 2,000 France 500 250 250 500 500 2,000 Germany 500 250 250 500 500 2,000 India 500 250 250 500 500 2,000 Japan 500 250 250 500 500 2,000 Mexico 500 250 250 500 500 2,000 Russia 500 250 250 500 500 2,000 UK 500 250 250 500 500 2,000 US 500 250 250 500 500 2,000 TOTAL 5,000 2,500 2,500 5,000 5,000 19,886 Note: For ease of reading, sample sizes have been rounded up or down by no more than 11. 8
  • 9. Battle of the Scales Analysis Plan Three indices:  Extreme Response Style Index (ERSI) – Respondents who answered either extreme of scale were assigned a score of 1. Otherwise, they were assigned zero.  Acquiescence Response Style Index (ARSI) – Respondents who strongly agreed with an item were assigned a score of 1. Otherwise, they were assigned zero.  Medium Response Style Index (MRSI) – On scales with an odd number of options (i.e., 5 point, 7 point), respondents who answered exactly in the middle were assigned a medium response score of 1. Otherwise, they were assigned zero. Possible summary values ranged from 0.0 to 1. 9
  • 10. Battle of the Scales Use of Scale Results Hypothesis 1: There will be no meaningful differences in ERS, MRS or ARS indices between male and female respondents. Male Female ERS .43 .43 ARS .32 .33 MRS .28 .28 Result 1 Confirmed: Men and women do not differ in their response patterns. 10
  • 11. Battle of the Scales Use of Scale Results Hypothesis 2: There will be significant but not systematic differences in ERS, ARS and MRS Indices across the different age groups. .50 .46 .44 .44 .45 .43 .43 .41 .41 .41 .41  ERS (Extreme) .40 .33 .33 .35 .32 .32 .32 .31 .30 .28 .29 .29 .29 .29 .30 .28 .28 .28 .27 .27 .25  ARS (Acquiescent) .25 MRS (Medium) .20 15-17 18-24 25-34 35-44 45-54 55-64 65-74 75-84 85+ Results 2 partially confirmed: There were significant differences but the differences were systematic. ERS and MRS gradually increased with age until 55-64, and then declined. The pattern for ARS (yea-saying) was reversed. 11
  • 12. Battle of the Scales Use of Scale Results Hypothesis 3: There will be significant differences in ERS, ARS, and MRS across the different countries. .60 .53 .53 .50 .48  MRS (Acquiescent) .45 .40 .41 .41 .40 .40 .37 ▌ERS (Extreme) .31 .27 .29 .28 .28 .29 .29 .27 .26 .26 .30 .33 .20 .10 .00 Results 3 confirmed: Respondents from Brazil and Mexico have the highest tendency to give extreme responses. Respondents from Japan have a significantly lower ERS Index, and significantly higher MRS (and ARS). 12
  • 13. Battle of the Scales Use of Scale Results Hypothesis 4: Individualism (Hofstede) will correlate positively with ERS and negatively with MRS. Individualism will equate to stronger, and therefore more extreme, opinions. .55 .49 .50  ERS (Extreme) .45 .41 .39 .38 .40 .35 .31  ARS (Acquiescent) .29 .28 .30 .27 MRS (Medium) .25 .20 Low Medium High Individualism Results 4 not confirmed: Differences could not be attributed to individualism. Analysis actually showed a negative correlation with ERS. 13
  • 14. Battle of the Scales Use of Scale Results Hypothesis 5: Respondents in countries that are higher in masculinity (Hofstede) would exhibit higher ERS. .50 .46 .45 .42 .41  ERS (Extreme) .40 .34 .35 .32 .31 .30 .28 .28 .30  ARS (Acquiescent) .25 MRS (Medium) Low Medium High Masculinity Results 5 not confirmed: While masculinity did affect the differences, the results were not in the expected direction. Countries with lower masculinity demonstrated higher ERS indices. 14
  • 15. Battle of the Scales Use of Scale Results 15
  • 16. Battle of the Scales Number of Scale Points Results Hypothesis 6: The number of scale points and scale labeling will affect ERS, MRS, and ARS. .50 .45 .45 .45 .42 .41 .41 .40  ERS (Extreme) .34 .33 .33 .33 .35 .32 .31 .32 .31 .30 .27  ARS (Acquiescent) .25 .20 .20 MRS (Medium) .15 4 point 5 point 5 point 7 point 10 point labeled unlabeled Results 6 confirmed: 7- and 10-point scales saw fewer medium responses. ERS, MRS, and ARS were all lower for the 5-point labeled scale versus the unlabeled scale. 16
  • 17. Battle of the Scales Number of Scale Points Results Hypothesis 7: The number of scale points and scale labeling will have an impact on scale reliability. Cronbach's alpha # of # of 5 point Total Reverse 4 5 point unlabel 7 10 Scale Items Items point labeled ed point point Health Environment Sensitivity 8 1 0.8 0.8 0.8 0.8 0.8 Personal Health Responsibility 8 2 0.7 0.6 0.6 0.6 0.7 Motorcycle Helmet Mandate 2 1 0.7 0.7 0.7 0.7 0.7 Attitude toward helping others 4 0 0.9 0.85 0.9 0.9 0.9 (AHO) Material Values Scale (MVS 9) 9 2 0.8 0.75 0.8 0.8 0.8 Attitude toward Advertising in 7 4 0.7 0.7 0.7 0.7 0.7 General (AAG) Online privacy concern 2 0 0.5 0.5 0.5 0.6 0.55 Lie acceptability scale 8 4 0.8 0.8 0.8 0.8 0.8 Results 7 Not confirmed: There is no significant variation in the reliability of scales by number nor labeling of scale points. Note: For ease of reading, alphas were rounded. See the paper for precise values. 17
  • 18. Battle of the Scales Summary Findings  ERS, MRS, and ARS do not differ by gender, but do differ by age  Response styles vary by country – India, Mexico, Russia and Brazil are similar – The US and UK are similar, as are France and Germany. – Respondents from Japan are unique in terms of lower extreme and higher medium response styles  Reasons for country differences are not yet isolated – Need more research and – Need scale norms that are available on a multi-country basis.  Varying the number of response options – Does affect MRS – Does NOT impact scale reliability or ERS  Scale labeling did not impact scale reliability, but did impact ERS, MRS, and ARS 18
  • 19. Battle of the Scales Closing Thoughts READ THE PAPER! 19
  • 20. Battle of the Scales Closing Thoughts 20
  • 21. Battle of the Scales Closing Thoughts What about mobile? If number of options and labeling do impact results and screen space is a luxury on mobile devices… 21
  • 22. Battle of the Scales Closing Thoughts What about social media? Hideous Disgusting Abhor If number of Crap options and Yuck Dumb labeling do Huh impact results, Dunno Whatevs what is the Good complementary Nice Cool impact on textual Awesome data… Wicked Bomb 22
  • 23. Battle of the Scales More to Come! 23