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Slide 9-1 9 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides Prepared by Bruce R. Barringer University of Central Florida Chapter 9

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Page 1: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-1Slide 9-1© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Understanding Measurement

Carl McDaniel, Jr.

Roger Gates

Slides Prepared by

Bruce R. Barringer

University of Central Florida

Chapter 9

Page 2: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-2Slide 9-2© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Learning Objectives

• To understand the concept of measurement.

• To learn about the measurement process and how to develop a good measurement.

• To understand the four levels of scales and their typical usage.

• To become aware of the concepts of reliability and validity.

Page 3: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-3Slide 9-3© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

The Concept of MeasurementThe Concept of Measurement

Measurement is the process of assigning numbers or labels to objects, persons, states, or

events in accordance with specific rules to represent quantities or qualities of attributes.

Page 4: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-4Slide 9-4© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Rule DefinedRule Defined

A rule is a guide, a method, or a command that tells a researcher what to do.

Page 5: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-5Slide 9-5© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

The Measurement ProcessThe Measurement Process

Identify the concept of

interest

Identify the concept of

interest

Develop a constructDevelop

a construct

a constitutivedefinition

a constitutivedefinition

operationaldefinition

operationaldefinition

measurementscales

measurementscales

evaluate the reliability and the

validity of thescales

evaluate the reliability and the

validity of thescales

utilizes thescales

utilizes thescales

research findingsresearch findings

Use the concept to

Which is used to create

Which enables a researcher to develop an

Which enables a researcher to create

That require the researcher to

If the evaluation is satisfactory, the

researcher

Which leads to

Page 6: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-6Slide 9-6© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Step One: Identify the Concept of Step One: Identify the Concept of InterestInterest

• Measurement begins by identifying a concept of interest for study.– A concept is an abstract idea generalized from

particular facts.

Page 7: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-7Slide 9-7© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Step Two: Develop a ConstructStep Two: Develop a Construct

• Constructs are specific types of concepts that exist at higher levels of abstraction.– Constructs are invented for theoretical use.– The value of specific constructs depends on

how useful they are in explaining, predicting, and controlling phenomena, just as the value of everyday concepts depends on how much they assist us in everyday affairs.

Page 8: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-8Slide 9-8© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Steps Three and Four: Define the Concept Steps Three and Four: Define the Concept Both Constitutively and OperationallyBoth Constitutively and Operationally

Slide 1 of 2Slide 1 of 2 • Constitutive

– A constitutive (or theoretical or conceptual) definition defines a concept with other concepts and constructs, establishing boundaries for the construct under study; it states the central idea or concept under study.

Page 9: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-9Slide 9-9© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Steps Three and Four: Define the Concept Steps Three and Four: Define the Concept Both Constitutively and OperationallyBoth Constitutively and Operationally

Slide 2 of 2Slide 2 of 2 • Operational Definition

– An operational definition defines which observable characteristics will be measured and the process for assigning a value to the concept.

– In other words, an operational definition serves as a bridge between a theoretical concept and real-world events or factors.

Page 10: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-10Slide 9-10© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Step Five: Develop a Measurement Step Five: Develop a Measurement ScaleScale

• Scale– A scale is a set of symbols or numbers so

constructed that the symbols or numbers can be assigned by a rule to the individuals (or their behaviors or attitudes) to whom the scale is applied.

Page 11: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-11Slide 9-11© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Types of ScalesTypes of ScalesSlide 1 of 8Slide 1 of 8

• Nominal Scale– Description

• Uses numerals to identify objects, individuals, events, or groups.

– Basic Empirical Operations• Determination of equality/inequality

– Typical Usage• Classification (male/female; buyer/nonbuyer)

Page 12: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-12Slide 9-12© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Types of ScalesTypes of ScalesSlide 2 of 8Slide 2 of 8

• Nominal Scale (continued)– Typical Descriptive Statistics

• Frequency Counts, percentages/modes

– Example of Nominal Scale• Sex (1) Male (2) Female

• Geographic Area (1) Urban (2) Rural (3) Suburban

Page 13: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-13Slide 9-13© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Types of ScalesTypes of ScalesSlide 3 of 8Slide 3 of 8

• Ordinal Scale– Description

• In addition to identification, the numerals provide information about the relative amount of some characteristic posed by an event, object, etc.

• Basic Empirical Operations

• Determination of greater or less.

– Typical Usage• Rankings/ratings

Page 14: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-14Slide 9-14© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Types of ScalesTypes of ScalesSlide 4 of 8Slide 4 of 8

• Ordinal Scale (continued)– Typical Descriptive Statistics

• Median (mean and variance metric)

– Example of Ordinal Scale:• Please rank the following fax machines from 1 to 5 with 1 being the

most preferred and 5 the least preferred.• _____ Panasonic • _____ Toshiba • _____ Sharp • _____ Savin • _____ Ricoh

Page 15: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-15Slide 9-15© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Types of ScalesTypes of ScalesSlide 5 of 8Slide 5 of 8

• Interval Scale– Description

• Possesses all the properties of nominal and ordinal scales plus the intervals between consecutive points are equal.

– Basic Empirical Operations• Determination of equality of intervals.

– Typical Usage• Preferred measure of complex concepts/constructs.

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Slide 9-16Slide 9-16© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Types of ScalesTypes of ScalesSlide 6 of 8Slide 6 of 8

• Interval Scale (continued)– Typical Descriptive Statistics

• Mean/variance

– Example of an Interval Scale• Thermometer

Page 17: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-17Slide 9-17© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Types of ScalesTypes of ScalesSlide 7 of 8Slide 7 of 8

• Ratio Scale– Description

• Incorporates all the properties of nominal, ordinal, and interval scales plus it includes an absolute zero point.

– Basic Empirical Operations• Determination of equality of ratios.

– Typical Usage• When precision instruments are available.

Page 18: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-18Slide 9-18© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Types of ScalesTypes of ScalesSlide 8 of 8Slide 8 of 8

• Ratio Scale (continued)– Typical Descriptive Statistics

• Mean.

– Example of a Ratio Scale• Age, weight, height, population of the U.S., etc.

Page 19: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-19Slide 9-19© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Step Six: Evaluate the Reliability Step Six: Evaluate the Reliability and Validity of the Measuresand Validity of the Measures

• Reliability– Is the degree to which measures are free from

random error and, therefore, provide consistent data.

• Validity– Validity addresses the issue of whether what we

try to measure was actually measured.

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Slide 9-20Slide 9-20© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Assessing the Reliability of a Assessing the Reliability of a Measurement InstrumentMeasurement Instrument

Test-Retest Reliability Use the same instrument a second time

under nearly the same conditions as possible.

Equivalent Form Reliability Use two instruments that are as similar as

possible to measure the same object during

the same time period.

Internal Consistency Compare different samples of items being

Reliability used to measure a phenomenon during the

same time period.

Page 21: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-21Slide 9-21© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Assessing the Validity of a Assessing the Validity of a Measurement InstrumentMeasurement Instrument

Slide 1 of 2Slide 1 of 2

Face Validity Researchers judge the degree to which a

measurement instrument seems to measure

what it is supposed to.

Content Validity The degree to which the instrument items

represent the universe of the concept under

study.

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Slide 9-22Slide 9-22© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Assessing the Validity of a Assessing the Validity of a Measurement InstrumentMeasurement Instrument

Slide 1 of 2Slide 1 of 2

Criterion-related Validity The degree to which a measurement instrument

can predict a variable that is designed a

criterion.

A. Predictive Validity- The extent to which a

future level of a criterion variable can be

predicted by a current measurement on a

scale.

B. Concurrent Validity- The extent to which

a criterion variable measured at the same

point in time as the variable of interest can

be predicted by the measurement instrument.

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Slide 9-23Slide 9-23© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Assessing the Validity of a Assessing the Validity of a Measurement InstrumentMeasurement Instrument

Slide 2 of 2Slide 2 of 2

Construct Validity The degree to which a measure confirms a

hypothesis created from a theory based upon the

concepts under study.

A. Convergent validity - The degree of

association among different measurement

instruments that purport to measure the same

concept.

B. Discriminant Validity - The lack of

association among constructs that are

supposed to be different.

Page 24: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-24Slide 9-24© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Illustrations of Possible Reliability and Illustrations of Possible Reliability and Validity Situations in MeasurementValidity Situations in Measurement

.... .....

.

...

. .

.

..

.

.

.

.. .

..

.

Situation 1 Situation 3Situation 2

Neither reliable nor valid

Highly reliable but not valid

Highly reliable and valid

.

..

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Slide 9-25Slide 9-25© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Summary of Key PointsSummary of Key PointsSlide 1 of 3Slide 1 of 3

• Measurement consists of using rules to assign numbers to objects in such a way as to represent quantities of attributes.

• A measurement rule is a guide, a method, or command that tells the researcher what to do.

• Accurate measurement requires rules that are both clear and specific.

Page 26: Slide 9-1 © 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e Understanding Measurement Carl McDaniel, Jr. Roger Gates Slides

Slide 9-26Slide 9-26© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e© 1999 South-Western Publishing McDaniel Gates Contemporary Marketing Research, 4e

Summary of Key PointsSummary of Key PointsSlide 2 of 3Slide 2 of 3

• The measurement process is as follows: identify the concept of interest, develop a construct, define the concept constitutively and operationally, develop a measurement scale, evaluate the reliability and validity of the scale, and then use the scale.

• There are four basic levels of measurement: nominal, ordinal, interval, and ratio.

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SummarySummarySlide 3 of 3Slide 3 of 3

• Measurement data consists of accurate information and errors.

• Reliability is the degree to which measures are free from random error and therefore provide consistent data.

• Validity refers to the notion of actually measuring what we are attempting to measure.