How satisfied are you with the latest album of your favorite band? What is your general attitude toward your current government? How frequently do you have negative thoughts?
Regardless if in psychology, marketing or simply life in general, it is difficult for us to express with precision how we think about abstract concepts, ideas, feelings, emotions, intentions and so much more.
Rensis Likert was an American social psychologist (PhD in Psychology from Columbia Univeristy). During his lifetime, Rensis Likert had some pretty interesting accomplishments. He worked at the Department of of Agriculture, Office of War Information and event at the United States Strategic Bombing Survey Morale Division.
However, Rensis is most renowned for creating psychometric (the study of psychological measurements) scale, useful for allowing us to express ourselves in an objective manner.
They have been named after it creator, being coined as: Likert Scales.
In order to understand Likert scales, it is important to differentiate two types of scales:
As described before here on the site, the Marketing Scales Handbook for example, contains a compilation of scales that measure theoretical constructs (or concepts). These include concepts such as: satisfaction, attitude, purchase intention, risk, quality and many more.
The measurement of each concept is made by the evaluation of multiple “items” (normally at least 3 items). Each “item” is normally framed as a statement or a question.
For example, Lovibond and Lovibond (1995) developed a scale with 7 “items“, to measure “anxiety“. The items are:
1. I am often aware of the action of my heart in the absence of physical exertion (e.g,
heart racing, skipping a beat).
2. I often experience dryness in my mouth.
3. I often experience difficulty breathing (e.g. excessively rapid breathing,
breathlessness in the absence of physical exertion).
4. I often experience trembling (e.g. in the hands).
5. I worry about situations in which I might panic and make a fool of myself.
6. I often feel close to panic.
7. I feel scared without any good reason.
And each of these 7 “items” of the scale is measured through a ranking.
The rankings through which the items of construct scales are measured is what we refer to as: Likert scales.
Essentially, Likert scales are rating scales which contain a series of “anchors” (displayed numerically or in words) that allows numerical measurements of an item or question.
Here are a few common Likert scales examples of:
Exactly as in psychology, Likert scales are extremely often used in marketing to measure perceptions, emotions and behaviors (in this case, mostly of consumers or employees).
The Likert scales are then inserted into “structured questionnaires” (questionnaires that contain pre-defined or “closed” questions and answers) in association with scales which measure specific theoretical constructs, or simply to help answer closed questions.
Thus, two frequent applications of Likert scales in marketing are:
1. Descriptive surveys
2. Questionnaires for experiments and evaluation of product testings
This is something my students often ask. You will find a great deal of works that will contain 5-point measurements, others will contain 7-points and a few will even go as far as 100. It is not “wrong” to measure it with certain point numbers, but you must be aware of a few issues.
Here are important aspects which must be considered:
And why? Because we do not necessarily have to “agree” nor “disagree” with something. We can simply not want to position ourselves because we do not have a position. Or, it can also be that the respondent is simply unsure.
Therefore, when measuring opinion or perception, it would be a mistake to “force” respondents to either position themselves positively or negatively.
For example, see this 4-point Likert scale for “problem”: Not at all a problem – Minor problem – Moderate problem – Serious problem.
In this case the scale only contains 4-points. And it is completely ok, as it represents the intensity of a perception. The respondent would not have to position themselves in on way or another.
My dear friend, you entered the space of controversy. Some scholars defend that Likert scales as interval, as others argue that it has the properties of an ordinal scale.
The main aspect of discussion lies in the “distance between the values”. In interval scales, the distance between values are required to be the same and constant (e.g. we would have to assume that the distance between “Fully disagree” to “Disagree” would be the same distance as of “Disagree” to “neither agree nor disagree” and so on).
In ordinal scales, the distance between values is unknown or not constant.
And this is especially important because the property of values resultant from the scale will impact which kind of test (e.g. non-parametric or parametric tests) can be applied and how the data should be treated.
Thus, a Likert scale would only be said to be interval if the labeling of anchors allows for a symmetric and equidistant distribution. And this is especially difficult when the interpretation of anchors might be different. So in essence, a Likert scale is ordinal.
Nevertheless, you will find an abundant amount of works in marketing and across different fields using Likert-type scales as interval data. This is supported by further studies which indicate the robustness of statistical tests in dealing with this violation.
Ph.D in Marketing (University of Otago, New Zealand). Currently a Professor of Marketing at IU University of Applied Sciences (Germany). Passionate about everything that involves Music, Marketing, Technology and the Future.