Title | Ch 5 Conceptualization, Operationalization, and Measurement- Socypsy 2K03 |
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Course | Research Methods for the Social Sciences |
Institution | McMaster University |
Pages | 9 |
File Size | 223.8 KB |
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Conceptualization, Operationalization, and Measurement Where Concepts Come From ● ● ● ●
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Concepts gave 2 impt features: (1) Nonempirical (2) are meaningful Empirical experiences are sensate ones: five senses → concepts do not have this Meaning gives concepts life → If terms arent meaningful, it seems like nonsense to us Concepts in our mind are what we used to make our life meaningful ○ As you grow older and learn more concepts, the potential meaning in our lives expand Concepts — abstract categories for organizing sensory experience; a product of conceptualization ○ Something we actively create, not discovered ○ Fundamental components of thinking Conceptualization — process by which concepts are formed through the selective organization of sensory experience ○ Classification of different concrete objects into the same abstract category ○ Ignoring unique empirical properties or phenomena to focus on shared ones in order to categorize them into premade concepts When expressing relationships between concepts, we are creating ideas or propositions Meaningfully communicate with others, you use the concepts in your mind ○ No guarantee that other people hold the same meanings for the same concept
Concepts, Meanings, and Definitions ● Reification — mistake of treating a conceptual construction as something real ○ Must understand that concepts are constructions which may have problems of communication ○ Cannot assume that others share the same meaning for a concept as you do ● Specification — process of clarifying the meaning of concepts ● Form 2 types definitions: c onceptual and o perational ○ Conceptual Definitions — statement that indicates the meaning of an object term by expressing it in other abstract terms ■ Neither true nor false, but not all equally useful ■ Useful conceptual definitions are those that specify clear boundaries → informs what is and is not included from the concept ○ Operational Definitions — the specific steps (operations) of observing abstract concepts at the concrete level ■ Includes operationalization, instrumentation, and measurement ■ Connecting an abstract concept with concrete observations ■ Specifies the meaning of a concept by specifying the steps used to experience it empirically
● Conceptual definitions provide the dimensions of the concept that need to be articulated in an operational definition ○ Dimensions a specifiable aspect/facet of a concept AN EXAMPLE OF CONCEPTUALIZATION AND DEFINITION: THE CONCEPT OF ANOMIE ● Anomie — first used by Emile Durkheim and his studies of suicide ○ Was a re-conceptualization of anomy, with the purpose of social scientific use ● Compared govt publications on suicide rates as a result of various factors in different regions and countries ● Says suicide reflected the extent to which a society’s agreements were clear and stable ○ Times of social upheaval and change often present uncertainties about what is expected → uncertainty may cause confusion, anxiety, and self destruction ● Anomie used to describe the societal condition of normlessness ○ Results from a disparity btwn the goals of society and the means prescribed to achieve them ○ Eg. Widely shared goal of monetary success, yet not all have the resources to achieve it through acceptable means ● Anomia used to refer to indv characteristics of feelings of loss of orientation, emptiness, apathy, and meaninglessness CREATING CONCEPTUAL ORDER ● Continual refinement of concepts as your understanding of each aspect of it grows ● Must address each concept for any study design, esp rigorously structured designs ○ Eg. Operationalization of surveys results in a commitment to a specific set of questionnaire items that will represent the concepts under study ■ Without that commitment, the study cannot proceed ● Must begin with initial set of anticipated meetings that can be refined during data collection and interpretation ○ Be conscious of an explicit about these starting points
Definitions in Descriptive and Explanatory Studies ● 2 general purposes of research: description and explanation ● Descriptive studies → use concepts to classify and give meaning to observations under consideration ○ Does not help us understand w hy certain phenomenon exist or h ow it occurred ○ Descriptive statements depend directly on the conceptual and operational definitions used ● Explanatory studies → focus on multiple concepts rather than a single one ○ Explanations require systematically linking different concepts together ○ Must account for something by linking it to something else → an event or experience does not explain itself ○ Tautology — the thinking error that claims to explain something by referring to itself (Circular reasoning)
Operationalization Choices ● Conceptualization → the refinement and specifications of abstract concepts ● Operationalization → the development of specific research procedures or operations that will result in empirical observations representing those concepts ● Variety of choices when operationalizing a concept RANGE OF VARIATION ● Must be clear about the range of variation → to what extent are we willing to combine attributes in fairly gross categories ● Eg. Measuring attitudes toward the expanded use of nuclear power generators ○ Eg. answer categories ranging from “favour it lots“ to “don’t favour it at all“ ○ Conceals half the attitudinal spectrum → many people in more or less degrees of intensity actively oppose it ■ Considerable variation on the left side of zero ○ Measure full range of variation → operationalize attitudes with range from favouring very much, through no feelings, to opposing it very much ● Shld always consider whether you really need to measure the full range of variation ○ If not relevant to research, don’t bother ● Decisions on range of variation shld be governed by the expected distribution of attributes among the subjects of the study DIMENSIONS & VARIATIONS BTWN THE EXTREMES ● Degree of precision → how fine will you make distinctions among the various possible attributes composing a given variable ○ Eg. Does it matter whether someone is 17 or 18 yrs old, or could you still get the results you need by grouping them together ● If unsure, always better to get too much than too little ● Should be clear about which dimensions of a concept you’re interested in measuring ○ Eg. May accidentally measure how people feel about something when you really wanted to know how much they think there is ● After everything, may have to decide what l evel of measurement to use DEFINING VARIABLES AND ATTRIBUTES ● Attribute — a characteristic or quality of some object (eg. female, old, student, etc) ● Variables — logical sets of attributes (eg. gender, age, status, etc) ● Every variable and its attributes must have two qualities: ○ Exhaustive — a property of a variable ensuring that all objects can be classified ■ Eg. Adding option “other” ■ Must be able to classify every observation ○ Mutually Exclusive — a property of a variable ensuring that every object can be classified into only one attribute ■ Eg. Must define “employed“ and “unemployed“ in such a way that nobody can be both at the same time
LEVELS OF MEASUREMENT ● Attributes composing variables may represent different levels of measurement ● Four levels: nominal, ordinal, interval, ratio Nominal Measures ● Nominal measures — a variable whose attributes have only the characteristics of being jointly exhaustive and mutually exclusive ○ Lvl of measurement describing a variable that has attributes that are merely different from each other ● Merely offer names or labels for characteristics ● Eg. Gender, religious affiliation, birthplace, political affiliation, hair color, etc ● Eg. (with exceptions) male and female compose the variable gender → are mutually exclusive + exhaust the possibilities of gender ● Can only say, in terms of a nominal variable, is that they are either the same or different Ordinal Measures ● Ordinal Measure — lvl of measurement describing a variable with attributes one can rank order along some dimension ● Eg. Social class, conservatism, alienation, prejudice, intellectual sophistication, etc ● Eg. Variable Socio economic status are composed of the attributes high, medium, and low ● When comparing in terms of an ordinal variable, can say one is “more“ than the other ○ Eg. More conservative, more religious, more prejudiced, etc Interval Measures ● Interval Measure — lvl of measurement describing a variable whose attributes are rank ordered and have equal distances between adjacent attributes ○ Where the actual distance separating attributes does have meaning ● Eg. The Celsius temperature scale ○ The difference between 30° and 40 is the same as between 10° and 20 ○ However, 40° is not twice as hot as 20 because the zero points in the Celsius scale are arbitrary → 0° does not mean lack of heat ○ -30° doesn’t represent 30° less than no heat ● Eg. Standardized IQ tests ○ Interval btwn score of 100 and 110 can be seen as the same as the interval separating 110 and 120 ○ But, would be incorrect to infer that someone with IQ 150 is 50% more intelligent than someone with IQ 100 ■ A person who received a score of zero cannot be regarded as having no intelligence ● When comparing two things using an interval variable, we can say they are different from one another (nominal), that one is more than another (ordinal), and say h ow much more
Ratio Measures ● Ratio Measure — a lvl of measurement describing a variable whose attributes have all the qualities of nominal, ordinal, and interval measures, and are based on a true zero point ● Eg. Age, income, number of times married, number of friends, length of residence, etc. ● Allows us to say that one person is “twice as” old as another ● Comparing two people using a ratio variable then allows us to conclude: ○ (1) they are different or the same ○ (2) One is more than the other ○ (3) how much they differ ○ (4) The ratio of one to another IMPLICATIONS OF LEVELS OF MEASUREMENT ● The lvls of measurement are embedded in one another → higher lvls can be converted to lower ones → can always make a measure less complex ● Eg. Ratio measurement of “number of dollars per year” can be converted to an ordinal measurement into categories like low, medium, and high ● Lvl of measurement determined by the analytical uses planned for a given variable ● If a variable is to be used in a variety of ways (or if unsure), the study should be designed to achieve the highest level required (though not always)
● Most research projects will use variables at different levels of measurement SINGLE OR MULTIPLE INDICATORS ● Many variables have obvious single indicators ○ Eg. Gender (with some exceptions) is a rather straightforward variable usually turning out to be a matter of male or female ● Many concepts are subject to varying interpretations, each with several possible indicators
○ Can combine pieces of info to create a composite measurement of a variable
Criteria for Measurement Quality PRECISION AND ACCURACY ● Precision — the property that refers to the fineness of measurement distinctions ○ Eg. saying 43 yrs old is more precise than saying “in their 40s” ○ Not always necessary or desirable ● Operationalization of concepts must be guided partly by an understanding of the degree of precision required ● Accuracy — the property that refers to the correctness of measurements ○ Some less precise descriptions or a more accurate, better reflection of the real world RELIABILITY ● Reliability — whether the same data would have been collected each time in repeated observations of the same phenomena ● Does not always ensure accuracy → must account for possible biases and subjectivity ● Several techniques for cross-checking the reliability of the measures devised Test-Retest Method ● Sometimes appropriate to make the same measurement more than once ● If do not expect info to change, should expect the same response both times ● If answers vary, measurement method may be unreliable depending on extent of variation Split-Half Method ● Make more than one measurement of any social concept ● Measures the extent to which all parts of the test contribute equally to what is being measured ● Compare results of 1/2 of a test with the results from the other half ● Each set should provide a good measure of the variable and should classify respondents in the same way ○ If the two sets of items classify people differently, there may be a problem of reliability Using Established Measures ● Use measures that have proven the reliability in previous research ● Eg. Use of the Minnesota Multiphasic Personality Inventory (MMPI) as a standard in the psychological assessment of individuals Reliability of Research Workers ● Possible for measurement and reliability to be generated by research workers ● Use of replication to see if results come out similar ● Clarity, specificity, training, and practice as prevention methods VALIDITY ● Validity — extent to which an empirical measure Adequately reflects the concept it is intended to measure ○ Operates on agreements about the terms we used in the concepts they represent
● Face Validity — extent to which a test is viewed as covering the concept it purports to measure → transparency/relevance of a test as it appears to test what its supposed to ● Criterion-Related Validity — degree to which a measure relates with some external criterion → AKA predictive validity ○ Validity shown in its ability to predict future events or outcomes ○ Consider how the variable ought to relate to other variables, theoretically ● Construct Validity — degree to which a measure relates to other variables as expected within a system of theoretical relationships ○ The degree to which inferences can legitimately be made on the basis of observations or measurements ○ Based on the logical relationships among variables ● Content Validity — degree to which a measure covers the range of meanings included within a concept ○ Eg. A test of mathematical ability cannot be limited to addition alone, but also needs to cover subtraction, multiplication, division, etc.
Indicators, Indexes, and Scales ● Both qualitative and quantitative reports use concepts to express and interpret their understanding of social reality ○ Since concepts are abstract, empirical investigation must rely on things that reflect what the concepts mean ● Indicators — an empirical specification of some abstract concept ○ Quantitative → variables used as indicators spelled out through operationalization ○ Qualitative → indicators generated from observation + interpretive task of constructing concepts that capture their meaning ● Shld look for m ultiple indicators of concepts in order to capture meanings of concepts ○ Different indicators capture different facets of a concept ○ Explore how multiple indicators may be combined into overall, summary measures ● Quantitative data analysis use indexes and skills (composite measures) for combining indicators into a single measure ○ Often wish to study variables that have no clear and unambiguous single indicators ○ Single data item might not have enough categories to provide desired range of variation ○ May give a more comprehensive an accurate indication ● Are DATA-REDUCTION DEVICES → allow us to summarize several indicators in a single numerical score while nearly maintaining the specific details of all individual indicators INDEXES VS SCALES ● Both ordinal measures of variables → rank order units of analysis using specific variables ● Both composite measures of variables: measurements based on more than one data item
● Index — composite measure that summarizes and rank orders several specific observations and represents some more general dimension ○ Constructed by accumulating scores assigned to individual indicators ○ Eg. Measure prejudice by adding up the number of prejudiced statements each respondent agrees with ● Scale — composite measure composed of several items that have a logical or empirical structure among them ○ Constructed by assigning scores to patterns of responses ○ Recognize that some items reflect a relatively weak degree of the variable while others reflect something stronger ○ Takes advantage of differences in intensity among the attributes of the same variable to identify distinct patterns of response ● Scales generally better → considers the intensity different items reflect of the variable ● Two misconceptions about scaling: ○ Whether the combo of data items result in a scale usually depends on the particular sample of observations under study ■ Certain items may form a scale within one sample but not within another ○ Do use of specific skill and techniques do not ensure the creation of a scale ■ Rather lets us determine whether a set of items constitutes a scale
Typologies ● Typology — typically nominal classification of observations in terms of their attributes on 2+ variables or concepts ○ When summarizing the intersection of 2+ concepts or variables, creating a set of categories/types (a nominal variable)
● When the items you felt represented a single variable appear to represent two ● Extremely difficult to analyze typologies as a dependent variable ● Often used in qualitative analysis in theory building Ethics and Measurement ● Trade-offs made between choosing the “better“ measure and the more ethical one ● Must consider how much discomfort or harm a particular measure may cause
● Could the measure put people at risk? How much deception is allowable for the sake of gathering more accurate data? ● Often disagreement and debate over what actions are considered harmful and what topics are impt enough to warrant some degree of potential risk or harm ● The determination of what is or is not ethical practice and research is now made collegially...