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Scaling is the activity of attempting to measure or quantify psychological attitudes or attributes. The term can also refer to attempts to measure people on some dimension, but here we are concerned with the first-mentioned meaning. The roots of the scaling enterprise go back notably to the German scientist and mystic Gustav Theodor Fechner, who on October 22, 1850 (so he recounted), had an idea that he thought could connect the psychological and the physical realms. Simply phrased, his idea was this: We all know that physical sensory stimuli give rise to perceptions that seem to be quantitative. For example, if two rocks differ in weight by a sufficient amount, one will feel heavier than the other when they are lifted. There were good physical methods for measuring weight. Was there a way to measure the rocks' felt “heavinesses,” and could we connect by some mathematical formula the felt heavinesses of the rocks to their weights? Fechner thought he saw a theoretical argument that would connect the physical and psychological magnitudes and concluded that psychological magnitudes were related to the logarithms of their inducing physical intensities. His theoretical argument hinged on some observations of the “just noticeable difference,” roughly the minimum difference in stimuli that could be reliably detected. This just noticeable difference appeared in some settings to be a constant proportion of the stimuli's values. So, for example, two rocks could reliably be distinguished in weight if their weights differed by approximately 3%. Combining this observation with the theoretical notion that all just noticeable differences between stimulus weights gave rise to the same constant heaviness difference, Fechner adduced his logarithmic formula connecting physical to psychological magnitudes. The dol scale for pain is an application of this approach.

All the schemes for scaling discussed here provide values that are relative. That is, they permit assessment of how different two rated objects are without providing an absolute location on the scale for any single object.

Discriminability Scaling

One early schematic approach to scaling, following on Fechner's interest in discriminability, stems largely from the work of Louis Leon Thurstone and explicitly utilizes some statistical ideas. It relies on the fact that there are comparisons that people make with less than perfect reliability. For example, when repeatedly presented with two objects that differ only a little in physical weight and asked which of the two is the heavier, a person will not always make the same selection. Thus we can theorize that although each object's physical weight is constant, its psychological heaviness undergoes some variation from encounter to encounter. That variation in heaviness is presumed to be the source of the unreliability in a person's selections. The variation takes place in the psychological dimension of heaviness, and it can be presumed to follow a normal distribution. In the simplest version of his work (Case V of the Law of Comparative Judgment), Thurstone added some assumptions that entailed the plausible idea that if stimulus A is judged heavier than stimulus B 80% of the time and stimulus X is judged heavier than stimulus Y 67% of the time, then the heavinesses of A and B differ by more than do the heavinesses of X and Y. A final assumption was that the variation in heaviness had as its form the normal distribution, allowing the translation of the probability with which one stimulus was judged heavier than another into the difference between their heavinesses measured as z scores in a normal distribution. Thus a person's performance in an elaborate experiment involving the comparative judgments of many weights can give rise to a scale of heavinesses in which the difference between two weights' scale values accurately predicts the likelihood that one will be judged heavier than the other. Applications of this approach might include having students who had experience with a group of teachers indicate their favorite in every possible pair of teachers; this could produce scale values for the teachers' “goodnesses.” Notice that these scales say nothing about the “absolute” heaviness or goodness of any particular things; they inform us only about the separations among the things being judged.

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