Scaling

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Scaling is the branch of measurement that involves the construction of an instrument that associates qualitative constructs with quantitative

metric units. Scaling evolved out of efforts in psychology and education to measure "unmeasurable" constructs like authoritarianism and self esteem. In many ways, scaling remains one of the most arcane and misunderstood aspects of social research measurement. And, it attempts to do one of the most difficult of research tasks -- measure abstract concepts. Most people don't even understand what scaling is. The basic idea of scaling is described in General Issues in Scaling, including the important distinction between a scale and a response format. Scales are generally divided into two broad categories: unidimensional and multidimensional. The unidimensional scaling methods were developed in the first half of the twentieth century and are generally named after their inventor. We'll look at three types of unidimensional scaling methods here:

Thurstone or Equal-Appearing Interval Scaling Likert or "Summative" Scaling Guttman or "Cumulative" Scaling

In the late 1950s and early 1960s, measurement theorists developed more advanced techniques for creating multidimensional scales. Although these techniques are not considered here, you may want to look at the method of concept mapping that relies on that approach to see the power of these multivariate methods.

Purposes of Scaling
Why do we do scaling? Why not just create text statements or questions and use response formats to collect the answers? First, sometimes we do scaling to test a hypothesis. We might want to

know whether the construct or concept is a single dimensional or multidimensional one (more about dimensionality later). Sometimes, we do scaling as part of exploratory research. We want to know what dimensions underlie a set of ratings. For instance, if you create a set of questions, you can use scaling to determine how well they "hang together" and whether they measure one concept or multiple concepts. But probably the most common reason for doing scaling is for scoring purposes. When a participant gives their responses to a set of items, we often would like to assign a single number that represents that's person's overall attitude or belief. For the figure above, we would like to be able to give a single number that describes a person's attitudes towards immigration,

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