de Jonge Tineke, Veenhoven Ruut, Arends Lidia
Erasmus Happiness Economics Research Organization, Erasmus University Rotterdam, Rotterdam, The Netherlands.
Erasmus Happiness Economics Research Organization, Erasmus University Rotterdam, Rotterdam, The Netherlands ; North-West University, Potchefstroom, South Africa.
Soc Indic Res. 2014;117(1):275-300. doi: 10.1007/s11205-013-0335-6. Epub 2013 May 24.
Survey data are often used for comparison purposes, such as comparisons across nations or comparisons over time. To be effective, this would require equivalent questions and equivalent responses options to the questions. Yet there is a lot of variation in the response scales used, which, for example, differ in the number of response options used and the labeling of these options. This is the case in happiness research, and as a result most of the research data in this field is incomparable. Several methods have been proposed to transform ratings on verbal response scales to a common numerical scale, typically ranging from 0 to 10. In this paper we give an overview of the progress made in those Scale Homogenization methods over time. We describe two early methods: Linear Stretch and the Semantic Judgement of Fixed Word Value Method. Next we discuss the Semantic Judgement of Word Value in Context Method in more detail. Based on these discussions we propose a new Reference Distribution Method. We apply the Semantic Judgement of Word Value in Context and the Reference Distribution Methods to data on happiness in The Netherlands for the years 1989-2009. We show that the Reference Distribution Method produces comparable time series on different questions and that it allows discontinuities in data to be corrected.
调查数据常被用于比较目的,比如跨国比较或跨时间比较。为了使比较有效,这需要问题等效且对问题的回答选项等效。然而,所使用的回答量表存在很大差异,例如,在使用的回答选项数量以及这些选项的标注方面各不相同。幸福研究领域就是这种情况,因此该领域的大多数研究数据都无法进行比较。已经提出了几种方法来将言语回答量表上的评分转换为常见的数字量表,通常范围是从0到10。在本文中,我们概述了这些量表同质化方法随着时间推移所取得的进展。我们描述了两种早期方法:线性拉伸法和固定词值语义判断法。接下来我们更详细地讨论语境中词值语义判断法。基于这些讨论,我们提出了一种新的参考分布法。我们将语境中词值语义判断法和参考分布法应用于1989年至2009年荷兰的幸福数据。我们表明,参考分布法能在不同问题上生成可比的时间序列,并且它能校正数据中的不连续性。