This document discusses key concepts in measurement and scaling, including different types of scales and scaling techniques. It defines measurement as assigning numbers or symbols to characteristics according to rules. Scales are quantifying measures that arrange items progressively by value. There are four primary scales of measurement: nominal, ordinal, interval, and ratio scales. Scaling techniques can be comparative, involving direct comparisons, or noncomparative where objects are scaled independently. Examples of scaling techniques provided include paired comparisons, rank ordering, constant sum, rating scales like Likert and semantic differential, and graphic rating scales. The document also discusses evaluating scales based on reliability, which measures consistency, and validity, which measures accuracy. Reliability is a prerequisite for validity.

1. Measurement & Scaling

2. Some Key Concepts
• Measurement
– Assigning numbers or other symbols to characteristics
of objects being measured, according to
predetermined rules.
• Concept (or Construct)
– A generalized idea about a class of objects, attributes,
occurrences, or processes.
• Relatively concrete constructs
– Age, gender, number of children, education, income
• Relatively abstract constructs
– Brand loyalty, personality, channel power, satisfaction

3. • Scale
– A quantifying measure – a combination of items that
is progressively arranged according to value or
magnitude.
– Purpose is to quantitatively represent an item’s,
person’s, or event’s place in the scaling continuum.
Some Key Concepts

4. Primary
Scales
Nominal
Scale
Ordinal
Scale
Ratio
Scale
Interval
Scale
Primary Scales of Measurement

5. • Nominal
–A scale in which the numbers or letters
assigned to objects serve as labels for
identification or classification.
• Ordinal
–A scale that arranges objects or
alternatives according to their magnitude
in an ordered relationship.
Primary Scales of Measurement

6. • Interval
–A scale that both arranges objects
according to their magnitudes and
–Distinguishes the ordered arrangement in
units of equal intervals
–I.e., indicate order and measure order (or
distance) in units of equal intervals
Primary Scales of Measurement

7. • Ratio
–A scale that has absolute rather than
relative quantities and an absolute
zero where a given attribute is absent.
–Money & weight are good examples
of attributes that possess absolute
zeros and interval properties.
Primary Scales of Measurement

8. Scale
Nominal Numbers
Assigned 16 24 17
to Drivers/Cars
Ordinal Rank Order Third Second First
of race finishers Place Place Place
Interval Championship
Points earned 170 175 185
Ratio Time to Finish,
behind winner 5.1 2.3 0.0
Primary Scales of Measurement

9. • Comparative Scales
–Involve the direct comparison of
two or more objects
• Noncomparative Scales
–Objects or stimuli are scaled
independently of each other.
Classifying Scaling Techniques

10. Scaling
Techniques
Comparative
Scales
Paired
Comparison
Constant
Sum
Rank
Order
Noncomparative
Scales
Itemized
Rating Scales
Continuous
Rating Scales
Likert
Semantic
Differential
Stapel
Classifying Scaling Techniques

11. • Respondent is presented with two objects at a
time
• Then asked to select one object in the pair
according to some criterion
• Data obtained are ordinal in nature
– Arranged or ranked in order of magnitude
• Easy to do if only a few items are compared.
• If number of comparisons is too large,
respondents may become fatigued and no longer
carefully discriminate among them.
Paired Comparison Scaling

12. Paired Comparison Scaling: Example
Cunningham Day Parker Thomas
Cunningham 0 0 0
Day 1 1 0
Parker 1 0 0
Thomas 1 1 1 0
# of times
preferred
3 1 2 0
For each pair of professors, please indicate the professor from whom
you prefer to take classes with a 1.

13. • Respondents are presented with several
objects simultaneously
• Then asked to order or rank them
according to some criterion.
• Data obtained are ordinal in nature
–Arranged or ranked in order of magnitude
• Commonly used to measure preferences
among brands and brand attributes
Rank Order Scaling

14. Rank Order Scaling
Instructor Ranking
Cunningham 1
Day 3
Parker 2
Thomas 4
Please rank the instructors listed below in order of preference. For the
instructor you prefer the most, assign a “1”, assign a “2” to the instructor
you prefer the 2nd most, assign a “3” to the instructor that you prefer 3rd
most, and assign a “4” to the instructor that you prefer the least.

15. • Respondents are asked to allocate a constant
sum of units among a set of stimulus objects
with respect to some criterion
• Units allocated represent the importance
attached to the objects.
• Data obtained are interval in nature
• Allows for fine discrimination among
alternatives
Constant Sum Scaling

16. Constant Sum Scaling
Instructor Availability Fairness Easy Tests
Cunningham 30 35 25
Day 30 25 25
Parker 25 25 25
Thomas 15 15 25
Sum Total 100 100 100
Listed below are 4 marketing professors, as well as 3 aspects that students
typically find important. For each aspect, please assign a number that reflects how
well you believe each instructor performs on the aspect. Higher numbers
represent higher scores. The total of all the instructors’ scores on an aspect should
equal 100.

17. Non-Comparative Scaling

18. Noncomparative
Rating Scales
Continuous
Rating Scales
Itemized
Rating Scales
Semantic
Differential
Stapel Likert
Classifying Noncomparative Scaling Techniques

19. Continuous Rating Scale
Example
Very
Poor
Very
Good
0 10 20 30 40 50 60 70 80 90 100
X

20. Method of Summated Ratings:
The Likert Scale
• Extremely popular means for measuring
attitudes.
• Respondents indicate their own attitudes by
checking how strongly they agree/disagree
with statements.
• Response alternatives:
– “strongly agree”, “agree”, “uncertain”,
“disagree”, and “strongly disagree”.
• Generally use either a 5- or 7-point scale

21. Semantic Differential Scales
• A series of numbered (usually seven-point)
bipolar rating scales.
• Bipolar adjectives (for example, “good”
and “bad”), anchor both ends (or poles) of
the scale.
• A weight is assigned to each position on the
rating scale.
– Traditionally, scores are 7, 6, 5, 4, 3, 2, 1, or
+3, +2, +1, 0, -1, -2, -3.

22. Semantic Differential Scales for
Measuring Attitudes Toward Tennis
Exciting ___ : ___ : ___ : ___ : ___ : ___ : ___ : Calm
Interesting ___ : ___ : ___ : ___ : ___ : ___ : ___ : Dull
Simple___ : ___ : ___ : ___ : ___ : ___ : ___ Complex
Passive ___ : ___ : ___ : ___ : ___ : ___ : ___ Active

23. Stapel Scales
• Modern versions of the Stapel scale place a
single adjective as a substitute for the
semantic differential when it is difficult to
create pairs of bipolar adjectives.
• The advantage and disadvantages of a Stapel
scale, as well as the results, are very similar
to those for a semantic differential.
• However, the Stapel scale tends to be easier
to conduct and administer.

24. A Stapel Scale
for Measuring a Store’s Image
Department
Store Name
+3
+2
+1
Wide Selection
-1
-2
-3

25. Graphic Rating Scales
 A graphic rating scale presents respondents
with a graphic continuum.

26. Graphic Rating Scale Stressing
Pictorial Visual Communications
3 2 1
Very Very
Good Poor

27. Surfing the Internet is
____ Extremely Good
____ Very Good
____ Good
____ Bad
____ Very Bad
____ Extremely Bad
Surfing the Internet is
____ Extremely Good
____ Very Good
____ Good
____ Somewhat Good
____ Bad
____ Very Bad
Balanced Scale Unbalanced Scale
Balanced and Unbalanced Scales

28. Summary of Itemized Rating Scale Decisions
1. Number of categories While 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 or even number of If a neutral or indifferent scale response is possible for
categories at least some of the respondents, an odd number of categories
should be used.

29. Summary of Itemized Rating Scale Decisions (continued)
4. Forced versus nonforced In situations where the respondents are expected
to have no opinion, the accuracy of data may be
improved by a nonforced 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
one selected.

30. Scale Evaluation
Scale
Evaluation
Reliability Validity
Test-Retest
Internal
Consistency
Alternative
Forms Construct
Criterion
Content
Convergent
Validity
Discriminant
Validity Nomological
Validity

31. Reliability
• Extent to which a scale produces consistent
results
• Test-retest Reliability
– Respondents are administered scales at 2 different
times under nearly equivalent conditions
• Alternative-form Reliability
– 2 equivalent forms of a scale are constructed, then
tested with the same respondents at 2 different times

32. Reliability
• Internal Consistency Reliability
– The consistency with which each item represents the
construct of interest
– Used to assess the reliability of a summated scale
– Split-half Reliability
• Items constituting the scale divided into 2 halves, and
resulting half scores are correlated
– Coefficient alpha (most common test of reliability)
• Average of all possible split-half coefficients resulting
from different splittings of the scale items

33. Validity
• Extent to which true differences among the objects are
reflected on the characteristic being measured
• Content Validity
– A.k.a., face validity
– Subjective, but systematic evaluation of the representativeness
of the content of a scale for the measuring task at hand
• Criterion Validity
– Examines whether measurement scale performs as expected in
relation to other variables selected as meaningful criteria
– I.e., predicted and actual behavior should be similar

34. Construct Validity
• Addresses the question of what construct or
characteristic the scale is actually measuring
• Convergent Validity
– Extent to which scale correlates positively with other measures
of the same construct
• Discriminant Validity
– Extent to which a measure does not correlate with other
constructs from which it is supposed to differ
• Nomological Validity
– Extent to which scale correlates in theoretically predicted
ways with measures of different but related constructs

35. Relationship Between Reliability and
Validity
• A scale can be reliable, but not valid
• In order for a scale to valid, it must
also be reliable.
• In other words,
–Reliability is a necessary but
insufficient condition for Validity.

36. Reliability and Validity on Target
Old Rifle New Rifle New Rifle Sunglare
Low Reliability High Reliability Reliable but Not
Valid
(Target A) (Target B) (Target C)