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The evidence - labelling scale intervals or response options

A key choice in designing questions is how to label scale response options or intervals. For most measures of subjective well-being there are no objectively identifiable scale intervals - that is to say, there are no pre-defined “levels” of satisfaction, or happiness, etc. Despite this, many of the first life evaluation measures used in the 1970s asked respondents to distinguish between responses such as very happy, fairly happy and not too happy. An alternative approach, adopted in many of the more recent life evaluation measures, such as the later editions of the World Values Survey and the Gallup World Poll, asks respondents to place themselves somewhere along a 0-10 numerical scale, where only the scale anchors are given verbal labels. In the case of recently experienced affect, frequency scales are more commonly used (e.g. ranging from never to always), although numerical scales and simple yes/no judgements are also used. In the case of eudaimonia, the agree/disagree response format is often adopted, as with many attitude measures used in polling. Annex A provides illustrative examples of the range of scale labels used in the literature across the different types of subjective well-being measures.

It is clear that consistency in scale labelling is important for scale comparability. There is evidence that even subtle differences in scale labels can have notable effects on the distribution of subjective well-being scores. Examining time-trends in US national happiness data, Smith (1979) observed that a change in the wording of response categories caused shifts in patterns of responding. For example, on a three-item scale, offering the response category fairly happy instead of pretty happy was associated with more respondents (around 1.5 times as many) selecting the next response up the scale, very happy. This implies that fairly happy was perceived less positively than pretty happy. Similarly, the response options not happy and not very happy seemed to be perceived more negatively than not too happy, which attracted around 3.5 times as many respondents as the former two categories.

There is some evidence to suggest that providing verbal labels for response categories along numerical scales may influence the distribution of responses. For example, Pudney (2010) found that the labelling of response scales had a significant impact on the distribution of responses across a range of different satisfaction domains, although this finding was significant only for women, and was weaker in the cases of income and health satisfaction. Specifically, labelling only the scale anchors tended to reduce the mean level of reported satisfaction relative to adding verbal labels for all scale points. In further multivariate analyses, however, differences in scale labelling did not produce systematic or significant differences in the relationships between various predictors (e.g. health, income, work hours, etc.) and the satisfaction measures. So, although the differences in distributions produced by different scale labelling are of concern, they may not have very large impacts on the relationships observed between measures of satisfaction and its determinants.

Several authors have suggested that it is optimal to provide verbal labels for all numerical response options. Conti and Pudney (2011) analysed the impact of a change in response labelling on the job satisfaction question included in the British Household Panel Survey (BHPS) between 1991 and 1992 survey waves. They reported that providing verbal labels for some, but not all, response categories could draw respondents to favour the labelled categories. This work highlights the importance of examining not just the mean scores but the distribution of scores across the different response categories. However, one factor not discussed by Conti and Pudney is the impact of a change in one of the scale anchors between survey waves.8 Thus, the change in distribution of scores between 1991 and subsequent years could be a product of a change in the scale anchor, the addition of verbal labels or a combination of the two features.

It has been suggested that adding verbal labels to all numbered response options can help clarify their meaning and produce more stable responding (Alwin and Krosnick, 1991). This was supported by Alwin and Krosnick’s analysis of the reliability of political attitude measures over three waves of five different sets of national US panel data. The adjusted mean reliability for fully labelled 7-point scales was 0.78, whereas for numerical 7-point scales with only the endpoints labelled, this dropped to 0.57, a significant difference. Although much less dramatic than Alwin and Krosnick’s finding, Weng (2004) provides further evidence among a sample of 1 247 college students that textual labelling of every response category can increase test-retest reliability on 7- and 8-point scales (but not for 3-, 4-, 5- and 6-point scales).

Although the studies cited above generally imply that full verbal labelling of all scale intervals is preferable, and that adding verbal labels to response categories can have a significant impact on the distribution of responses, none provides conclusive evidence that full verbal labels offer a clear improvement in terms of scale accuracy or validity, and there is some evidence (Newstead and Arnold, 1989) that numerical ratings may be more accurate than labelled scales. In terms of discriminatory power, full verbal labels on the satisfaction measures examined by Pudney and by Conti and Pudney actually produced a heaping of responses on one response category (mostly satisfied) and appeared to increase the skewness of the data, which could be unhelpful in analysis based on linear regression models. A further practical difficulty is that adding verbal labels to a scale with nine, seven or possibly even only five response categories will make it challenging for respondents to answer in telephone surveys (without visual prompts) due to the memory burden involved. This could in turn limit the quality of the resulting data and further reduce comparability between different survey modes.

One of the challenges of using verbal scale labels, however, is that when only the vague verbal labels are used to denote intervals on a scale, it is not possible to know whether the categories are understood in the same way by all respondents. Several authors indicate that the use of vague quantifiers (such as a lot, slightly, quite a bit or very) should be avoided, as these can be subject to both individual and group differences in interpretation (Wright, Gaskell and O’Muircheartaigh, 1994; Schaeffer, 1991). Schwarz (1999) describes vague quantifiers as the “worst possible choice”, pointing to the fact that they are highly domain-specific. For example, “frequently” suffering from headaches reflects higher absolute frequencies than “frequently” suffering from heart attacks” (Schwarz, 1999, p. 99). It has been suggested that numerical scales can help to convey scale regularity (Maggino, 2009) as they are more likely to be interpreted by respondents as having equally spaced intervals (Bradburn et al., 2004), although empirical evidence is needed to support this. The optimal way to label scale intervals also strongly interacts with survey mode, the number of response options presented, and the number of questions (items) used to measure each construct. One key advantage in terms of scale sensitivity is that numerical scales appear to enable a wider range of response options to be offered (because respondents only need to hold the verbal descriptions of the scale anchors in memory, rather than the label for every response option). As noted above, it has been suggested that, particularly for telephone interviews (where show cards and visual prompts are less likely to be used), only around four verbal response options can be presented before respondents become over-burdened. For measures involving just a single question, this can place severe constraints on scale sensitivity.

Verbally-labelled response scales may also present particular translation challenges. There may be both linguistic and cultural differences in how verbal labels are interpreted - and Veenhoven (2008) presents evidence to suggest that English and Dutch respondents assign different numerical values to the labels very happy, quite happy, not very happy and not at all happy.

 
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