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Measurement and
Scaling
Learning Objectives
After reading this chapter, the student should be able to:
1. Introduce the concepts of measurement and scaling
and show how scaling may be considered an extension
of measurement.
2. Discuss the primary scales of measurement and
differentiate nominal, ordinal, interval, and ratio scales.
3. Classify scaling techniques as comparative and
noncomparative, and describe the comparative
techniques of paired comparison, rank order, and
constant sum.
Copyright 2015 Pearson Education, Inc.
Chapter 7 - 2
Chapter 7 - 3
Chapter 7 - 4
Figure 7.1
Relationship of This Chapter to the Marketing
Research Process
Step 1: Defining the Problem
Step 2: Developing an Approach to the Problem
Secondary &
Syndicated Data
Analysis
Qualitative Research
Survey &
Observation
Research
Experimental
Research
Measurement &
Scaling
Questionnaire &
Form Design
Preliminary Plan of
Data Analysis
Chapter 7 - 5
Step 3 enlarged
Step 3: Formulating a
Research Design
Chapter 7 - 6
Chapter 7 - 7
Chapter 7 - 8
Scale Characteristics
Description
By description we mean the unique labels or descriptors that are used to
designate each value of the scale. All scales possess description.
Order
By order we mean the relative sizes or positions of the descriptors. Order is
denoted by descriptors such as greater than, less than, and equal to.
Distance
The characteristic of distance means that absolute differences between the
scale descriptors are known and may be expressed in units.
Origin
The origin characteristic means that the scale has a unique or fixed
beginning or true zero point.
Copyright 2015 Pearson Education, Inc.
Chapter 7 - 9
120
Very Old
Description
Golden
Years
80
Seniors
60
Middle
Aged
40
Distance
20
Order
Young
Adults
Youth
Origin
New Born
Chapter 7 - 10
Figure 7.2
Primary Scales of Measurement
Primary Scales
Ratio
Scale
Highest level of
measurement
Interval
Scale
Ordinal
Scale
Lowest level of
measurement
Nominal
Scale
Chapter 7 - 11
Chapter 7 - 12
Chapter 7 - 13
Chapter 7 - 14
Chapter 7 - 15
Figure 7.3
Primary Measurement Scales Illustrated
Scale
Nominal Numbers
Finish
Assigned
to Runners
Finish
of Winners
3rd
place
2nd
place
1st
place
Rating on a
0 to 10 Scale
8.2
9.1
9.6
Time to Finish
in Seconds
15.2
14.1
13.4
Interval Performance
Ratio
Chapter 7 - 16
Table 7.1
Primary Scales of Measurement
Primary Scale
Basic Characteristics
Common Examples
Marketing
Examples
Nominal
Numbers
Identify and classify objects
Social Security
numbers; numbering
of football players
Brand numbers;
store types; sex
classification
Ordinal
Quality rankings;
rankings of teams in a
tournament
Preference
rankings; market
position; social
class
Interval
Temperature
(Fahrenheit, Celsius)
Attitudes;
opinions; index
numbers
Ratio
Length; weight
Age; income;
costs; sales;
market shares
Chapter 7 - 17
Table 7.2
Illustration of Primary Scales of Measurement
NOMINAL SCALE
ORDINAL SCALE
INTERVAL SCALE
Preference Ratings
No.
Store
Preference Ranking
1-7
11 - 17
RATIO SCALE
$ spent
in last 2
months
spent
in last 2
months
1.
Burger King
79
14
10
1000
2.
McDonalds
25
17
50
5000
3.
Sub Way
82
13
4.
KFC
30
16
25
2500
5.
Pizza Hut
10
17
75
7500
Chapter 7 - 18
Figure 7.4
A Classification of Scaling Techniques
Scaling
Techniques
Noncomparative
Scales
Comparative
Scales
Objects are
Evaluated
Relative to
Other Objects
Paired
Comparison
Rank
Order
Objects are
Evaluated
Independently
Constant
Sum
Chapter 7 - 19
Chapter 7 - 20
Chapter 7 - 21
Recording Form
Jhirmack
Jhirmack
Finesse
Vidal Sassoon
Finesse
1A
Vidal Sassoon
Head &
Shoulders
Pert
Chapter 7 - 22
Chapter 7 - 23
Brand
Rank Order
1. Crest
2. Colgate
3. Aim
4. Mentadent
5. Macleans
6. Ultra Brite
7. Close Up
8. Pepsodent
9. Plus White
10. Stripe
Chapter 7 - 24
Chapter 7 - 25
Form
Segment I
Segment II
Segment III
1. Mildness
2. Lather
17
3. Shrinkage
4. Price
53
17
5. Fragrance
19
6. Packaging
7. Moisturising
20
8. Cleaning Power
13
60
15
100
100
100
SUM
Chapter 7 - 26
Chapter 7 - 27
Chapter 7 - 28
Chapter 7 - 29
Figure 7.5
A Classification of Noncomparative Rating
Scales
Noncomparative
Scales
Continuous
Rating Scales
Itemized
Rating Scales
Likert
Semantic
Differential
Stapel
Chapter 7 - 30
Neither good
Very good
nor bad
Probably the worst - - - - - - -I - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - -Probably the best
0
10 20 30 40 50 60 70 80 90 100
Chapter 7 - 31
Chapter 7 - 32
Likert Scale
The Likert scale requires respondents to indicate a degree of agreement
or disagreement with each of a series of statements about the stimulus
objects.
Strongly
Disagree Neither
disagree
agree nor
disagree
1. Sears sells high quality merchandise. 1
2. Sears has poor in-store service. 1
3. I like to shop at Sears.
2X
2X
3X
Agree
agree
Strongly
Chapter 7 - 33
Chapter 7 - 34
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
The data obtained by using a Stapel scale can be analyzed in the same way as
semantic differential data.
-4x
-4
Copyright 2015 Pearson Education, Inc.
-5
-5
Chapter 7 - 35
Table 7.3
Basic Noncomparative Scales
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
Degree of agreement
on a 1 (strongly
disagree) to 5
(strongly agree) scale
Measurement of Easy to
attitudes
construct,
administer, and
understand
Semantic
Differential
Stapel Scale
Unipolar ten-point
Measurement of Easy to
scale, -5 to +5, without attitudes and
construct and
a neutral point (zero)
images
administer over
telephone
Versatile
More time
consuming
Chapter 7 - 36
Chapter 7 - 37
Unbalanced Scale
____ Good
____ Good
____ Bad
____ Bad
Chapter 7 - 38
Figure 7.6
Rating Scale Configurations
A variety of scale configurations may be employed to measure the comfort of Nike shoes. Some examples
include:
Nike shoes are:
1) Place an X on one of the blank spaces
Very
Uncomfortable
2) Circle the number
Very
1
2
3
4
5
Uncomfortable
Very
Comfortable
6
7
Comfortable
Very
Chapter 7 - 39
Very
Uncomfortable
Uncomfortable
Somewhat
Uncomfortable
Somewhat Comfortable
Neither
Comfortable
Comfortable nor
Uncomfortable
Very
Comfortable
5)
-3
Very
Uncomfortable
-2
-1
Neither
Comfortable nor
Uncomfortable
Copyright
Chapter
7 -2015
40 Pearson Education, Inc.
3
Very
Comfortable
very much
Chapter 7 - 41
Chapter 7 - 42
Table 7.4
Some Commonly Used Scales in Marketing
Construct
Scale Descriptors
Attitude
Importance
Satisfaction
Purchase Frequency
Chapter 7 - 43
Figure 7.7
Scale Evaluation
Scale
Evaluation
Reliability
Validity
Chapter 7 - 44
Reliability
Chapter 7 - 45
Chapter 7 - 46
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. That is, random error must be zero and systematic
error must be zero.
Chapter 7 - 47
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Chapter 7 - 49
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Chapter 7 - 59
Acronym: Four
The four primary types of scales can be described by the
acronym FOUR:
F igurative: nominal scale
O rdinal scale
U nconstrained zero point: interval scale
R atio scale
Chapter 7 - 60
Acronym: Scales
The different comparative and noncomparative scales can
be represented by the acronym SCALES:
S emantic differential scale
C onstant sum scale
A rranged in order: rank order scale
L ikert scale
E ngaged: paired comparison scale
S tapel scale
Chapter 7 - 61