Айнымалылардың номиналды, реттік, интервалдық және қатынас деңгейлері

Distinction between nominal, ordinal, interval and ratio variables

Level of measurement or scale of measure is a classification that describes the nature of information within the values assigned to variables. Psychologist Stanley Smith Stevens developed the best known classification with four levels, or scales, of measurement: nominal, ordinal, interval, and ratio. This framework of distinguishing levels of measurement originated in psychology and has since had a complex history, being adopted and extended in some disciplines and by some scholars, and criticized or rejected by others. Other classifications include those by Mosteller and Tukey, and by Chrisman.

Equality and other operations that can be defined in terms of equality, such as inequality and set membership, are the only non trivial operations that generically apply to objects of the nominal type.

The mode, i. e. the most common item, is allowed as the measure of central tendency for the nominal type. On the other hand, the median, i. e. the middle ranked item, makes no sense for the nominal type of data since ranking is meaningless for the nominal type.

The ordinal type allows for rank order (1st, 2nd, 3rd, etc.) by which data can be sorted but still does not allow for a relative degree of difference between them. Examples include, on one hand, dichotomous data with dichotomous (or dichotomized) values such as 'sick' vs. 'healthy' when measuring health, 'guilty' vs. 'not guilty' when making judgments in courts, 'wrong/false' vs. 'right/true' when measuring truth value, and, on the other hand, non dichotomous data consisting of a spectrum of values, such as 'completely agree', 'mostly agree', 'mostly disagree', 'completely disagree' when measuring opinion. The ordinal scale places events in order, but there is no attempt to make the intervals of the scale equal in terms of some rule. Rank orders represent ordinal scales and are frequently used in research relating to qualitative phenomena. A student's rank in his graduation class involves the use of an ordinal scale. One has to be very careful in making a statement about scores based on ordinal scales. For instance, if Devi's position in his class is 10 and Ganga's position is 40, it cannot be said that Devi's position is four times as good as that of Ganga. Ordinal scales only permit the ranking of items from highest to lowest. Ordinal measures have no absolute values, and the real differences between adjacent ranks may not be equal. All that can be said is that one person is higher or lower on the scale than another, but more precise comparisons cannot be made. Thus, the use of an ordinal scale implies a statement of 'greater than' or 'less than' (an equality statement is also acceptable) without our being able to state how much greater or less. The real difference between ranks 1 and 2, for instance, may be more or less than the difference between ranks 5 and 6. Since the numbers of this scale have only a rank meaning, the appropriate measure of central tendency is the median. A percentile or quartile measure is used for measuring dispersion. Correlations are restricted to various rank order methods. Measures of statistical significance are restricted to the non parametric methods (R. M. Kothari, 2004).

The median, i. e. middle ranked, item is allowed as the measure of central tendency; however, the mean (or average) as the measure of central tendency is not allowed. The mode is allowed. In 1946, Stevens observed that psychological measurement, such as measurement of opinions, usually operates on ordinal scales; thus means and standard deviations have no validity, but they can be used to get ideas for how to improve operationalization of variables used in questionnaires. Most psychological data collected by psychometric instruments and tests, measuring cognitive and other abilities, are ordinal, although some theoreticians have argued they can be treated as interval or ratio scales. However, there is little prima facie evidence to suggest that such attributes are anything more than ordinal (Cliff, 1996; Cliff & Keats, 2003; Michell, 2008). In particular, IQ scores reflect an ordinal scale, in which all scores are meaningful for comparison only. There is no absolute zero, and a 10 point difference may carry different meanings at different points of the scale.

The interval type allows for defining the degree of difference between measurements, but not the ratio between measurements. Examples include temperature scales with the Celsius scale, which has two defined points (the freezing and boiling point of water at specific conditions) and then separated into 100 intervals, date when measured from an arbitrary epoch (such as AD), location in Cartesian coordinates, and direction measured in degrees from true or magnetic north. Ratios are not meaningful since 20 °C cannot be said to be "twice as hot" as 10 °C (unlike temperature in Kelvins), nor can multiplication/division be carried out between any two dates directly. However, ratios of differences can be expressed; for example, one difference can be twice another; for example, the ten degree difference between 15 °C and 25 °C is twice the five degree difference between 17 °C and 22 °C. Interval type variables are sometimes also called "scaled variables", but the formal mathematical term is an affine space (in this case an affine line).

The mode, median, and arithmetic mean are allowed to measure central tendency of interval variables, while measures of statistical dispersion include range and standard deviation. Since one can only divide by differences, one cannot define measures that require some ratios, such as the coefficient of variation. More subtly, while one can define moments about the origin, only central moments are meaningful, since the choice of origin is arbitrary. One can define standardized moments, since ratios of differences are meaningful, but one cannot define the coefficient of variation, since the mean is a moment about the origin, unlike the standard deviation, which is (the square root of) a central moment.

The geometric mean and the harmonic mean are allowed to measure the central tendency, in addition to the mode, median, and arithmetic mean. The studentized range and the coefficient of variation are allowed to measure statistical dispersion. All statistical measures are allowed because all necessary mathematical operations are defined for the ratio scale.

While Stevens's typology is widely adopted, it is still being challenged by other theoreticians, particularly in the cases of the nominal and ordinal types (Michell, 1986). Duncan (1986), for example, objected to the use of the word measurement in relation to the nominal type and Luce (1997) disagreed with Steven's definition of measurement. On the other hand, Stevens (1975) said of his own definition of measurement that "the assignment can be any consistent rule. The only rule not allowed would be random assignment, for randomness amounts in effect to a nonrule". Hand says, "Basic psychology texts often begin with Stevens's framework and the ideas are ubiquitous. Indeed, the essential soundness of his hierarchy has been established for representational measurement by mathematicians, determining the invariance properties of mappings from empirical systems to real number continua. Certainly the ideas have been revised, extended, and elaborated, but the remarkable thing is his insight given the relatively limited formal apparatus available to him and how many decades have passed since he coined them." Although Stevens suggested that the level of measurement of a set of observations dictates which mathematical or statistical operations are permissible, statistical analyses themselves do not typically make assumptions about levels of measurement. The use of the mean as a measure of the central tendency for the ordinal type is still debatable among those who accept Stevens's typology. Many behavioural scientists use the mean for ordinal data, anyway. This is often justified on the basis that the ordinal type in behavioural science is in fact somewhere between the true ordinal and interval types; although the interval difference between two ordinal ranks is not constant, it is often of the same order of magnitude. For example, applications of measurement models in educational contexts often indicate that total scores have a fairly linear relationship with measurements across the range of an assessment. Thus, some argue that so long as the unknown interval difference between ordinal scale ranks is not too variable, interval scale statistics such as means can meaningfully be used on ordinal scale variables. Statistical analysis software such as SPSS requires the user to select the appropriate measurement class for each variable. This ensures that subsequent user errors cannot inadvertently perform meaningless analyses (for example correlation analysis with a variable on a nominal level). L. L. Thurstone made progress toward developing a justification for obtaining the interval type, based on the law of comparative judgment. A common application of the law is the analytic hierarchy process. Further progress was made by Georg Rasch (1960), who developed the probabilistic Rasch model that provides a theoretical basis and justification for obtaining interval level measurements from counts of observations such as total scores on assessments.

Typologies aside from Stevens's typology have been proposed. For instance, Mosteller and Tukey (1977), Nelder (1990) described continuous counts, continuous ratios, count ratios, and categorical modes of data. See also Chrisman (1998), van den Berg (1991).

Mosteller and Tukey graded membership is central to fuzzy set theory, while absolute measurements include probabilities and the plausibility and ignorance in Dempster–Shafer theory. Cyclical ratio measurements include angles and times. Counts appear to be ratio measurements, but the scale is not arbitrary and fractional counts are commonly meaningless. Log interval measurements are commonly displayed in stock market graphics. All these types of measurements are commonly used outside academic geography, and do not fit well to Stevens' original work.

The theory of scale types is the intellectual handmaiden to Stevens's "operational theory of measurement", which was to become definitive within psychology and the behavioral sciences, despite Michell's characterization as its being quite at odds with measurement in the natural sciences (Michell, 1999). Essentially, the operational theory of measurement was a reaction to the conclusions of a committee established in 1932 by the British Association for the Advancement of Science to investigate the possibility of genuine scientific measurement in the psychological and behavioral sciences. This committee, which became known as the Ferguson committee, published a Final Report (Ferguson, et al., 1940, p. 245) in which Stevens's sone scale (Stevens & Davis, 1938) was an object of criticism:

any law purporting to express a quantitative relation between sensation intensity and stimulus intensity is not merely false but is in fact meaningless unless and until a meaning can be given to the concept of addition as applied to sensation. That is, if Stevens's sone scale genuinely measured the intensity of auditory sensations, then evidence for such sensations as being quantitative attributes needed to be produced. The evidence needed was the presence of additive structure – a concept comprehensively treated by the German mathematician Otto Hölder (Hölder, 1901). Given that the physicist and measurement theorist Norman Robert Campbell dominated the Ferguson committee's deliberations, the committee concluded that measurement in the social sciences was impossible due to the lack of concatenation operations. This conclusion was later rendered false by the discovery of the theory of conjoint measurement by Debreu (1960) and independently by Luce & Tukey (1964). However, Stevens's reaction was not to conduct experiments to test for the presence of additive structure in sensations, but instead to render the conclusions of the Ferguson committee null and void by proposing a new theory of measurement:

Paraphrasing N. R. Campbell (Final Report, p.340), we may say that measurement, in the broadest sense, is defined as the assignment of numerals to objects and events according to rules (Stevens, 1946, p.677). Stevens was greatly influenced by the ideas of another Harvard academic, the Nobel laureate physicist Percy Bridgman (1927), whose doctrine of operationalism Stevens used to define measurement. In Stevens's definition, for example, it is the use of a tape measure that defines length (the object of measurement) as being measurable (and so by implication quantitative). Critics of operationism object that it confuses the relations between two objects or events for properties of one of those of objects or events. (Moyer, 1981a,b; Rogers, 1989). The Canadian measurement theorist William Rozeboom was an early and trenchant critic of Stevens's theory of scale types.

Another issue is that the same variable may be a different scale type depending on how it is measured and on the goals of the analysis. For example, hair color is usually thought of as a nominal variable, since it has no apparent ordering. However, it is possible to order colors (including hair colors) in various ways, including by hue; this is known as colorimetry. Hue is an interval level variable.