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“On the Theory of Scales of Measurement”
The 1946 article by Stanley Smith Stevens titled “On the Theory of Scales of Measurement” defined measurement as the assignment of numerals to objects or events according to rules. Stevens went on to discuss how different rules for assigning such numbers resulted in different types of scales. In the remainder of the article, Stevens elaborated on four such scales in terms of the mathematical transformations that can be conducted without changing their properties and the statistical operations that he considered permissible for each. Stevens's definition of measurement and the four levels of measurement he described have since become iconic in social science measurement.
The four scales of measurement specified by Stevens were the nominal, ordinal, interval, and ratio scales. The scales form a specific hierarchy from low (nominal) to high (ratio) that is ordered on the basis of the types of operations that must be supported in order for a measurement to achieve a particular level. For example, nominal scales must provide for a means of determining distinctiveness, whereas ordinal scales must support the determination of order. The operations are cumulative in the sense that a scale at a higher level supports all of the operations of the scales beneath it, while adding an additional operation. Because of the hierarchical nature of the four measurement scales, they are often referred to as the levels of measurement.
Nominal Scales
The nominal scale is at the lowest level of Stevens's hierarchy. Scales at this level assign numbers only as labels that can be used to distinguish whether attributes of different objects are the same. For example, the numbers “1” and “2” might be assigned to males and females as a shorthand means of differentiating the two. Here, the numbers used are not meaningful in any numerical sense, but are simply chosen for convenience. Other numbers, such as 100 and 200, would serve equally well. Permissible transformations of numbers on a nominal scale include any one-to-one substitution. As an example, assigning the numbers 3 and 4 instead of 1 and 2 would not alter our ability to distinguish between males and females, as long as we knew the “rule” governing this assignment. Because the numbers assigned have no numerical meaning, the only statistics considered to be permissible are those based on counts of the number in each category. Thus, we could determine how many males and females there were, or whether males or females were more numerous. However, we have no way of determining whether one gender is larger or greater than another because numbers in the nominal scale are arbitrary and do not support such a numerical meaning.
Ordinal Scales
In addition to the property of distinctiveness, ordinal scales must have the property of order, or of determining whether one object has more or less of an attribute than another. Thus, ordinal scales provide a means for ordering objects along a continuum of some sort. One familiar example is the outcome of a race. Contestants are ranked according to their order in crossing the finish line, with the first finisher regarded as faster than the second, and so on. Note that such ranks do not provide any information regarding the magnitude of difference between those with different ranks. In other words, based on an ordinal scaling, we have no way of knowing how much faster the first-place winner was than the second. Any transformation that preserves the original order is permissible for ordinal scales. For example, a constant such as two could be added to each rank, or different constants could be added to different ranks, as long as doing so did not change the original ordering. Statistical operations considered permissible for ordinal data include computation of the median, percentiles (although see Stevens, 1946, p. 679), and semi-interquartile range. Computations of statistics such as the mean or standard deviation are not considered permissible because they treat the intervals between scale points as equally spaced, which is not a property of ordinal scales.
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