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Russel-Research-Method-in-Anthropology

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Scales and Scal<strong>in</strong>g 319<br />

10 times, or just marg<strong>in</strong>ally more satisfied, so this scal<strong>in</strong>g device produces numbers<br />

that have ord<strong>in</strong>al properties.<br />

3. ‘‘Do you consider yourself to be Protestant, Catholic, Jewish, Muslim, some<br />

other religion? Or do you consider yourself as hav<strong>in</strong>g no religion?’’<br />

This scal<strong>in</strong>g device lets you assign <strong>in</strong>dividuals to—that is, scale them by—<br />

categories of the variable ‘‘religious affiliation.’’ Let Protestant 1, Catholic <br />

2, Jewish 3, Muslim 4, and no religion 5. The numbers produced by<br />

this device have nom<strong>in</strong>al properties. You can’t add them up and f<strong>in</strong>d the average<br />

religion.<br />

These three questions have different content (they tap different concepts),<br />

and they produce numbers with different properties, but they have two very<br />

important th<strong>in</strong>gs <strong>in</strong> common: (1) all three questions are devices for scal<strong>in</strong>g<br />

people and (2) <strong>in</strong> all three cases, the respondent is the pr<strong>in</strong>cipal source of measurement<br />

error.<br />

When you use your own judgment to assign units of analysis to categories<br />

of a scal<strong>in</strong>g device, you are the major source of measurement error. In other<br />

words, if you assign <strong>in</strong>dividuals by your own observation to the category<br />

‘‘male’’ or ‘‘female,’’ then any mistakes you make <strong>in</strong> that assignment (<strong>in</strong> scal<strong>in</strong>g<br />

people by sex) are yours.<br />

Complex Scales: Multiple Indicators<br />

So, a s<strong>in</strong>gle question on a questionnaire is technically a scale if it lets you<br />

assign the people you’re study<strong>in</strong>g to categories of a variable. A lot of really<br />

<strong>in</strong>terest<strong>in</strong>g variables however, are complex and can’t easily be assessed with<br />

s<strong>in</strong>gle <strong>in</strong>dicators. What s<strong>in</strong>gle question could you ask an ethnic Ch<strong>in</strong>ese shopkeeper<br />

<strong>in</strong> Jakarta to measure how assimilated they were to Indonesian national<br />

culture? Could you measure the amount of stress people are experienc<strong>in</strong>g by<br />

ask<strong>in</strong>g them a s<strong>in</strong>gle question? We try to measure complex variables like these<br />

with complex <strong>in</strong>struments—that is, <strong>in</strong>struments that are made up of several<br />

<strong>in</strong>dicators. These complex <strong>in</strong>struments are what people commonly call scales.<br />

A classic concept <strong>in</strong> all of social research is ‘‘socioeconomic status,’’ or<br />

SES. Sociologists and psychologists often measure it <strong>in</strong> the <strong>in</strong>dustrialized<br />

countries by comb<strong>in</strong><strong>in</strong>g measures of <strong>in</strong>come, education, and occupational<br />

prestige. Each of these measures is, by itself, an operationalization of the concept<br />

SES, but none of the measures captures the complexity of the idea of<br />

‘‘socioeconomic status.’’ Each <strong>in</strong>dicator captures a piece of the concept, and<br />

together the <strong>in</strong>dicators produce a s<strong>in</strong>gle measurement of SES. (See Ensm<strong>in</strong>ger<br />

and Fothergill [2003] and Oakes and Rossi [2003] for more on measur<strong>in</strong>g<br />

SES.)

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