Quantitative Methods in Social Science 360-300 • CEGEP, Montreal

Corrected practice final exam: quantitative methods (360-300)

This three-hour practice exam covers the whole Quantitative Methods course, 360-300, in the Social Science program at CEGEP: measurement scales, sampling plan, distributions, Z score and R score, index numbers and constant dollars, crosstabs and chi-square, margin of error and research design.

The thread of the paper is that of the whole course: each exercise first asks for the right calculation, then for the sentence that says what that calculation allows you to conclude. The second part is the one that earns the most marks, on an exam as in a research report.

The ten exercises are worth ten marks each. The first five are about the tools, the next five about analysis and critical reading, with an annual report to take apart line by line.

10 corrected exercises • 100 points • 180 minutes

This chapter is part of 360-300, every chapter with its set and sheet

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Course recap

  • • Four scales: nominal, ordinal, interval, ratio. Without an absolute zero, no quotients.
  • • Required size: n=z2p(1−p)E2n=\dfrac{z^{2}p(1-p)}{E^{2}}, then finite population correction nc=n1+n−1Nn_{c}=\dfrac{n}{1+\dfrac{n-1}{N}}.
  • • Unequal classes: the height is the DENSITY, frequency divided by width, so that the area represents the frequency.
  • • Grouped median: lower limit+n2−previous cumulative frequencyclass frequency×width\text{lower limit}+\dfrac{\frac{n}{2}-\text{previous cumulative frequency}}{\text{class frequency}}\times \text{width}.
  • • Z score =x−x‾s=\dfrac{x-\overline{x}}{s}; R score =(z×IDGS+IFG)×5+25=\left(z\times IDGS+IFG\right)\times 5+25; record =∑uiRi∑ui=\dfrac{\sum u_{i}R_{i}}{\sum u_{i}}.
  • • Index numbers: we compare by QUOTIENT. Constant dollars: Vconstant=Vcurrent×Itarget yearIyear of the amountV_{constant}=V_{current}\times \dfrac{I_{\text{target year}}}{I_{\text{year of the amount}}}.
  • • Average annual rate over kk intervals: (VfVi)1/k−1\left(\dfrac{V_{f}}{V_{i}}\right)^{1/k}-1. Six annual values make five intervals.
  • • Expected frequency =R×Cn=\dfrac{R\times C}{n}; χ2=∑(O−E)2E\chi^{2}=\sum \dfrac{\left(O-E\right)^{2}}{E}; df=(r−1)(c−1)df=\left(r-1\right)\left(c-1\right); critical values at 5%: 3.841 and 5.991; critical value at 0.1% with 2 df: 13.816.
  • • Cramér's V=χ2nmin⁡(r−1, c−1)V=\sqrt{\dfrac{\chi^{2}}{n\min\left(r-1,\ c-1\right)}}: it, and not the chi-square, measures strength.
  • • Margin of a subgroup: redo the calculation with its size. Margin on a gap within the same poll: about double.
  • • Regression toward the mean: z2=r z1z_{2}=r\,z_{1} after selection on an extreme value, with no intervention at all.
  • • Effect size d=x‾1−x‾2sd=\dfrac{\overline{x}_{1}-\overline{x}_{2}}{s}: 0.2 small, 0.5 medium, 0.8 large.

Part A: course tools (/50)

Exercise 1: Measurement scales and operationalization

A team wants to measure the “school engagement” of the students of a CEGEP.

  • a) Suggest three indicators from three distinct dimensions and give the measurement scale of each.
  • b) One of the questionnaire items is negatively worded: “I often think about dropping out”, scored from 1 to 5. Give the reverse-coded value of a response of 4, and the general formula.
  • c) A researcher codes the program 1, 2, 3 and publishes a mean of 1.9. What is that number worth?
  • d) The temperature of the room is measured in degrees Celsius. Can we say that 24 degrees is twice 12 degrees? Justify with a calculation in kelvins.
  • e) The team gives the questionnaire again two weeks later and obtains a correlation of 0.84. Which quality is measured, and which is not?

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  • a) Attendance and study hours, ratio; Likert score, treated as interval although each item is ordinal
  • b) x′=6−xx'=6-x, so a response of 44 becomes 22
  • c) Nothing: the program is NOMINAL, give its mode and its breakdown
  • d) No: 297.15285.15≈1.042\dfrac{297.15}{285.15}\approx 1.042, that is 4.2%4.2\% more; the difference is 1212 in both systems
  • e) Temporal RELIABILITY; nothing about validity, a stable instrument can measure something else
a)

First dimension, attendance: the attendance rate at classes, as a percentage, a RATIO variable. Second dimension, investment in schoolwork: the number of weekly study hours reported, also a ratio variable. Third dimension, belonging: a score on a four-item Likert scale, treated as an INTERVAL variable by convention although each item taken alone is ordinal. The three do not overlap: a student with perfect attendance may feel attached to nothing.

b)

On a scale from 1 to 5, the reverse-coding formula is x′=(min⁡+max⁡)−x=6−xx'=\left(\min+\max\right)-x=6-x, so a response of 4 becomes 2. Without reversal, an indicator of disengagement would be added to indicators of engagement, which would amount to subtracting instead of adding.

c)

Nothing at all as a mean. The program is a NOMINAL qualitative variable: the codes 1, 2 and 3 are labels, their order is arbitrary, and swapping two programs would change the mean although nothing has changed in the data. The legitimate summaries are the MODE and the breakdown in percentages.

d)

No. The degree Celsius is an INTERVAL scale, whose zero is conventional: ratios have no meaning on it. In kelvins, a ratio scale, 24+273.1512+273.15=297.15285.15≈1.042\dfrac{24+273.15}{12+273.15}=\dfrac{297.15}{285.15}\approx 1.042, that is 4.2% more and not double. A ratio that changes with the unit is not a property of the world. The DIFFERENCE, on the other hand, is 12 degrees in both systems.

e)

The test-retest correlation measures RELIABILITY, specifically temporal stability. It says nothing about VALIDITY: an instrument that was in fact measuring general optimism, and not school engagement, would be just as stable. A reliable but invalid instrument is the most dangerous case, because the consistency of the results gives an illusion of rigour.

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Exercise 2: Sampling plan and required sample size

The CEGEP has 5,400 students spread over three sectors weighing 55%, 32% and 13%.

  • a) What size is needed to estimate a proportion with a margin of 3.5 points at the 95% level, with no prior information?
  • b) Apply the finite population correction.
  • c) Give the proportional allocation of the corrected result, rounded to the unit.
  • d) The expected response rate is 28%. How many invitations must be sent?
  • e) A separate result is also wanted for the third sector, with a margin of 8 points. Is that compatible with the plan?

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  • a) n=0.96040.001225≈784n=\dfrac{0.9604}{0.001225}\approx 784 respondents
  • b) nc=7841.145≈685n_{c}=\dfrac{784}{1.145}\approx 685
  • c) 377377, 219219 and 8989, summing to 685685
  • d) 6850.28≈2,447\dfrac{685}{0.28}\approx 2{,}447 invitations
  • e) No: 8989 respondents give 10.410.4 points. Oversample to 150150, then reweight
a)

n=1.962×0.250.0352=0.96040.001225≈784n=\dfrac{1.96^{2}\times 0.25}{0.035^{2}}=\dfrac{0.9604}{0.001225}\approx 784 respondents. We take p=0.5p=0.5 for lack of prior information, because p(1−p)p(1-p) is maximal there, so the size obtained guarantees the margin whatever the true proportion.

b)

nc=7841+7835,400=7841.14500≈685n_{c}=\dfrac{784}{1+\dfrac{783}{5{,}400}}=\dfrac{784}{1.14500}\approx 685 respondents. Since the sample represents more than 12% of the population, the correction is legitimate and saves about a hundred questionnaires.

c)

Proportional allocation over 685: 0.55×685≈3770.55\times 685\approx 377, 0.32×685≈2190.32\times 685\approx 219 and 0.13×685≈890.13\times 685\approx 89. The sum is indeed 685, and this check should always be made, because a misplaced rounding easily slips through.

d)

6850.28≈2,447\dfrac{685}{0.28}\approx 2{,}447 invitations. Out of 5,400 students, that means approaching about 45% of the population, which is feasible online but requires planning two reminders, without which the 28% rate will not be reached.

e)

No. A margin of 8 points on a proportion requires 0.96040.0064≈150\dfrac{0.9604}{0.0064}\approx 150 respondents in the third sector alone, yet proportional allocation gives it only 89, which would produce a margin of 1.960.2589≈0.10391.96\sqrt{\dfrac{0.25}{89}}\approx 0.1039, that is 10.4 points. Two solutions: OVERSAMPLE that sector by allocating it 150 questionnaires and then reweight at the analysis stage, or raise the total sample to about 1500.13≈1,154\dfrac{150}{0.13}\approx 1{,}154 respondents. The first is far less costly.

Exercise 3: Distribution, unequal classes and summaries

Hours of volunteering reported by students over the past month.

ClassWidthFrequency
[0,4)\left[0, 4\right)428
[4,8)\left[4, 8\right)438
[8,12)\left[8, 12\right)426
[12,16)\left[12, 16\right)416
[16,24)\left[16, 24\right)818
[24,40)\left[24, 40\right)1612
  • a) Check that the total frequency is 138 and compute the six densities.
  • b) Which class is the densest? Which class would look the most important on a histogram drawn with bars as tall as the frequencies?
  • c) Compute the mean from the class midpoints.
  • d) Compute the median by interpolation.
  • e) Compare the mean and the median and describe the shape of the distribution.

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  • a) 138138 in all; densities 7.07.0, 9.59.5, 6.56.5, 4.04.0, 2.252.25 and 0.750.75
  • b) The densest is [4,8)[4, 8) with 9.59.5; with frequency-height bars, wide classes mislead the eye
  • c) 1512138≈10.96\dfrac{1512}{138}\approx 10.96 hours
  • d) 8+69−6626×4≈8.468+\dfrac{69-66}{26}\times 4\approx 8.46 hours
  • e) Mean 10.9610.96 against median 8.468.46: skewed to the right, the honest summary is the median
a)

Total: 28+38+26+16+18+12=13828+38+26+16+18+12=138. Densities, frequency divided by width: 284=7.0\dfrac{28}{4}=7.0; 384=9.5\dfrac{38}{4}=9.5; 264=6.5\dfrac{26}{4}=6.5; 164=4.0\dfrac{16}{4}=4.0; 188=2.25\dfrac{18}{8}=2.25; 1216=0.75\dfrac{12}{16}=0.75 students per hour.

b)

The DENSEST class is [4,8)\left[4, 8\right), with 9.5. On a histogram with frequency-height bars, the class [16,24)\left[16, 24\right) would look comparable to [12,16)\left[12, 16\right), 18 against 16, although it is nearly half as dense (2.25 against 4.0), and above all the last class, twice as wide again, would occupy a misleading area. That is why the height must equal the density as soon as the widths differ.

c)

Midpoints: 2, 6, 10, 14, 20 and 32. Weighted sum: 2(28)+6(38)+10(26)+14(16)+20(18)+32(12)=56+228+260+224+360+384=1,5122(28)+6(38)+10(26)+14(16)+20(18)+32(12)=56+228+260+224+360+384=1{,}512. Mean: 1512138≈10.96\dfrac{1512}{138}\approx 10.96 hours. The calculation assumes a uniform spread within each class, a fragile assumption for the last one, which is very wide.

d)

Cumulative frequencies: 28, 66, 92, 108, 126, 138. The 69th observation, the middle of 138, falls in the class [8,12)\left[8, 12\right), where the cumulative count goes from 66 to 92. Interpolation: 8+69−6626×4=8+0.46≈8.468+\dfrac{69-66}{26}\times 4=8+0.46\approx 8.46 hours.

e)

The mean, 10.96, clearly exceeds the median, 8.46: the distribution is SKEWED TO THE RIGHT. The long tail of heavy volunteers pulls the mean upward without moving the median, the usual shape of any variable bounded at zero with no upper limit. The honest summary of such a profile is the median, possibly accompanied by the quartiles.

4812162024283236402468101214median 8.46mean 10.96hours per monthdensity

Exercise 4: Z score, percentile rank and R score

A student scores 79 in a group with a mean of 68 and a standard deviation of 8. The group strength indicator (IFG) is 0.7 and the dispersion indicator (IDGS) is 0.95.

  • a) Compute the student's Z score, then the R score.
  • b) Under a normal distribution, what is the student's approximate percentile rank?
  • c) The same student scores 79 in a second group, with a mean of 74 and a standard deviation of 8, an IFG of 1.2 and an IDGS of 1. Compute the new R score and comment.
  • d) The student's four courses weigh 2, 2, 2.33 and 1 units, with R scores of 32.9, 28.0, 30.5 and 25.0. Compute the record.
  • e) A friend claims that an R score of 32 is “twice as good” as one of 16. Correct this.

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  • a) z=1.375z=1.375 and R=(1.375×0.95+0.7)×5+25≈35.03R=(1.375\times 0.95+0.7)\times 5+25\approx 35.03
  • b) A percentile rank of about 91.591.5
  • c) z=0.625z=0.625 and R=34.125R=34.125: the IFG makes up two thirds of the drop in Z score
  • d) 217.8657.33≈29.72\dfrac{217.865}{7.33}\approx 29.72, against 29.1029.10 as a simple mean
  • e) Interval scale: no ratios. The gap is 1616 points, that is 3.23.2 standard deviations
a)

z=79−688=1.375z=\dfrac{79-68}{8}=1.375. R score: (1.375×0.95+0.7)×5+25=(1.30625+0.7)×5+25=2.00625×5+25≈35.03\left(1.375\times 0.95+0.7\right)\times 5+25=\left(1.30625+0.7\right)\times 5+25=2.00625\times 5+25\approx 35.03. This is a very good score, at the level required by the most competitive programs.

b)

A Z score of 1.375 leaves about 91.5% of the distribution below it, a value read from the normal table between the known landmarks z=1z=1 near rank 84 and z=1.5z=1.5 near rank 93. The percentile rank is therefore about 91 or 92: the student outperforms roughly nine classmates out of ten.

c)

z=79−748=0.625z=\dfrac{79-74}{8}=0.625, so R=(0.625+1.2)×5+25=1.825×5+25=34.125R=\left(0.625+1.2\right)\times 5+25=1.825\times 5+25=34.125. The same mark in a stronger group gives an almost identical score, 34.1 against 35.0: the Z score falls from 1.375 to 0.625, a loss of 0.75 of a Z point, but the IFG rises by 0.5, which makes up two thirds of the loss. That is exactly the role of the group strength indicator.

d)

Sum of the units: 2+2+2.33+1=7.332+2+2.33+1=7.33. Weighted sum: 2(32.9)+2(28.0)+2.33(30.5)+1(25.0)=65.8+56.0+71.065+25.0=217.8652(32.9)+2(28.0)+2.33(30.5)+1(25.0)=65.8+56.0+71.065+25.0=217.865. Record: 217.8657.33≈29.72\dfrac{217.865}{7.33}\approx 29.72. A simple mean of the four scores would give 29.10: weighting by the units shifts the result by more than half a point, which is far from negligible in a competitive program.

e)

The R score is an INTERVAL scale, built by the affine transformation 5z+255z+25 whose zero is purely conventional: ratios have no meaning on it. The difference, however, can be interpreted: 32 and 16 are 16 points apart, that is 165=3.2\dfrac{16}{5}=3.2 standard deviations, a considerable gap that is enough to describe the situation without using the word “times”.

Exercise 5: Index numbers, constant dollars and purchasing power

Between the first and the sixth year, tuition fees rise from 1,480 to 1,894 dollars, the price index from 100 to 114, and the average financial aid from 2,350 to 2,491 dollars.

  • a) Compute the index of the fees and that of the aid, base 100 in the first year.
  • b) Have the fees risen faster than prices? Give the ratio and interpret it.
  • c) Convert the fees of the sixth year into constant dollars of the first year.
  • d) Compute the average annual growth rate of the fees.
  • e) Has the aid kept up with inflation? What amount would have been needed?

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  • a) Fees ≈128.0\approx 128.0, aid ≈106.0\approx 106.0, base 100
  • b) 128.0114.0≈1.123\dfrac{128.0}{114.0}\approx 1.123: the fees rise about 12%12\% faster than prices
  • c) 1,894×100114≈1,661.401{,}894\times \dfrac{100}{114}\approx 1{,}661.40 dollars of the first year
  • d) (18941480)1/5−1≈5.06%\left(\dfrac{1894}{1480}\right)^{1/5}-1\approx 5.06\% per year, over FIVE intervals
  • e) No: 2,6792{,}679 dollars were needed, 188188 are missing; the real aid falls by 7.0%7.0\%
a)

Fee index: 1,8941,480×100≈128.0\dfrac{1{,}894}{1{,}480}\times 100\approx 128.0. Aid index: 2,4912,350×100≈106.0\dfrac{2{,}491}{2{,}350}\times 100\approx 106.0. Since both series start at 100, the comparison is immediate, whereas raw dollars, 1,894 and 2,491, cannot be compared.

b)

Ratio of the indices: 128.0114.0≈1.123\dfrac{128.0}{114.0}\approx 1.123. The fees therefore rose about 12% faster than the general price level: in constant dollars, they actually grew by 12.3%. It is this quotient that makes sense, not the difference 128 minus 114, which would give “index points” depending on the base chosen.

c)

1,894×100114≈1,661.401{,}894\times \dfrac{100}{114}\approx 1{,}661.40 dollars of the first year, against the 1,480 actually paid then. The real increase is therefore 1661.40−14801480≈12.3%\dfrac{1661.40-1480}{1480}\approx 12.3\%, which confirms the previous calculation by another route.

d)

(1+t)5=18941480=1.27973\left(1+t\right)^{5}=\dfrac{1894}{1480}=1.27973, so 1+t=1.279731/5≈1.050551+t=1.27973^{1/5}\approx 1.05055 and t≈5.06%t\approx 5.06\% per year. Watch the exponent: six annual values represent only FIVE intervals of change, and taking 6 would give 4.2%, a classic mistake.

e)

No. To keep up with inflation, the aid would have had to reach 2,350×1.14=2,6792{,}350\times 1.14=2{,}679 dollars, whereas it reaches only 2,491: 188 dollars are missing, 7.0% of the required amount. In constant dollars, the aid has therefore FALLEN by 1.0601.140≈0.930\dfrac{1.060}{1.140}\approx 0.930, that is 7.0%, while the real fees rose by 12.3%. The cumulative purchasing-power gap on this item thus exceeds 19 points over the period.

12345695100105110115120125130135fees 128.0prices 114aid 106.0yearindex

Part B: analysis and critical reading (/50)

Exercise 6: A complete crosstab: from the percentage to Cramér's V

Among 400 students, the number of hours of paid work is crossed with passing all the courses of the term.

Hours of workPasses allFails at least one courseTotal
No job11733150
Under 15 h11446160
15 h or more474390
Total278122400
  • a) Compute the pass rates in the right direction and describe the trend.
  • b) Compute the six expected frequencies and check the conditions of application.
  • c) Compute the chi-square and conclude at the 5% level.
  • d) Which cell contributes the most, and for what share of the total?
  • e) Compute Cramér's V and write the conclusion in two sentences.

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  • a) 78.0%78.0\%, 71.25%71.25\% and 52.2%52.2\%: 2626 points between the extremes, drop at 15 hours
  • b) 104.25104.25 and 45.7545.75; 111.2111.2 and 48.848.8; 62.5562.55 and 27.4527.45: conditions met
  • c) χ2≈18.02\chi^{2}\approx 18.02 with 22 degrees: reject, p-value below 0.0010.001
  • d) “15 h or more, fail”: 8.8098.809, that is 48.9%48.9\% of the total chi-square
  • e) V=18.02400≈0.212V=\sqrt{\dfrac{18.02}{400}}\approx 0.212: moderate association, cross-sectional design
a)

Pass rates: 117150=78.0%\dfrac{117}{150}=78.0\%, 114160=71.25%\dfrac{114}{160}=71.25\% and 4790≈52.2%\dfrac{47}{90}\approx 52.2\%. The trend is monotonic and strong: 26 points separate the two extremes, and the main drop occurs at the step to 15 hours. We use row percentages because the hours of work are the independent variable.

b)

Expected frequencies: 150×278400=104.25\dfrac{150\times 278}{400}=104.25 and 150×122400=45.75\dfrac{150\times 122}{400}=45.75; 160×278400=111.2\dfrac{160\times 278}{400}=111.2 and 160×122400=48.8\dfrac{160\times 122}{400}=48.8; 90×278400=62.55\dfrac{90\times 278}{400}=62.55 and 90×122400=27.45\dfrac{90\times 122}{400}=27.45. All of them are well above 5, the observations are independent and the calculation is on counts: the three conditions are met.

c)

Contributions: (117−104.25)2104.25=162.5625104.25≈1.559\dfrac{\left(117-104.25\right)^{2}}{104.25}=\dfrac{162.5625}{104.25}\approx 1.559; 162.562545.75≈3.553\dfrac{162.5625}{45.75}\approx 3.553; (114−111.2)2111.2=7.84111.2≈0.0705\dfrac{\left(114-111.2\right)^{2}}{111.2}=\dfrac{7.84}{111.2}\approx 0.0705; 7.8448.8≈0.1607\dfrac{7.84}{48.8}\approx 0.1607; (47−62.55)262.55=241.802562.55≈3.866\dfrac{\left(47-62.55\right)^{2}}{62.55}=\dfrac{241.8025}{62.55}\approx 3.866; 241.802527.45≈8.809\dfrac{241.8025}{27.45}\approx 8.809. Total: χ2≈18.02\chi^{2}\approx 18.02, with df=2df=2. Since 18.0218.02 exceeds 13{,}816, the critical value at the 0.1% level with 2 degrees of freedom, we reject independence, with a p-value below 0.001.

d)

The cell “15 h or more, fails at least one course” contributes 8.809, that is 8.80918.02≈48.9%\dfrac{8.809}{18.02}\approx 48.9\% of the total. Together with its neighbour in the same row, the profile of heavy workers explains about 70% of the departure from independence: it is there, and nowhere else, that the association is decided.

e)

V=18.02400×1=0.045≈0.212V=\sqrt{\dfrac{18.02}{400\times 1}}=\sqrt{0.045}\approx 0.212, a MODERATE association. Conclusion: “The pass rate in all courses falls from 78.0% among students with no job to 52.2% among those who work 15 hours or more. The association is significant, χ2=18.0\chi^{2}=18.0 with 2 degrees of freedom, p below 0.001, and of moderate strength, V=0.21V=0.21; since the design is cross-sectional, it establishes no cause-and-effect link.”

78%no job71.25%under 15 h52.2%15 h or morepass rate in all courses

Exercise 7: Margin of error, subgroup and gap

A student referendum is coming up. A poll of 900 members gives 55% YES and 45% NO.

  • a) Compute the margin and the interval for YES. Is the majority secured?
  • b) Among the 150 students of the technical sector, YES reaches 62%. Compute the margin of this subgroup.
  • c) Compute the margin on the gap between YES and NO in the full sample.
  • d) An earlier wave of 900 respondents gave 49% YES. Is the rise established?
  • e) The association has 5,400 members. Recompute the margin of question a) with the finite population correction.

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  • a) [51.75%,58.25%][51.75\%, 58.25\%]: the majority is secured, with 1.751.75 points of cushion over the bar
  • b) 7.87.8 points, interval [54.2%,69.8%][54.2\%, 69.8\%]
  • c) 0.99900=0.0011\dfrac{0.99}{900}=0.0011, so 6.56.5 points: the lead of 1010 points is well established
  • d) 4.64.6 points of margin for a 66-point rise: established, from +1.4+1.4 to +10.6+10.6
  • e) 45005399≈0.913\sqrt{\dfrac{4500}{5399}}\approx 0.913, so Ec≈2.97E_{c}\approx 2.97 points
a)

E=1.960.55×0.45900=1.960.000275=1.96×0.016583≈0.0325E=1.96\sqrt{\dfrac{0.55\times 0.45}{900}}=1.96\sqrt{0.000275}=1.96\times 0.016583\approx 0.0325, that is 3.25 points. Interval: [51.75%,58.25%]\left[51.75\%, 58.25\%\right]. The lower bound exceeds 50%, so the majority is secured at the 95% level, with a cushion of about 1.75 points above the bar.

b)

E=1.960.62×0.38150=1.960.0015707=1.96×0.039632≈0.0777E=1.96\sqrt{\dfrac{0.62\times 0.38}{150}}=1.96\sqrt{0.0015707}=1.96\times 0.039632\approx 0.0777, that is 7.8 points, nearly two and a half times the overall margin. The subgroup's interval runs from 54.2% to 69.8%: YES is in the majority there, but its exact lead remains very imprecise.

c)

Variance of the gap: 0.55×0.45+0.45×0.55+2×0.55×0.45900=0.2475+0.2475+0.495900=0.99900=0.0011\dfrac{0.55\times 0.45+0.45\times 0.55+2\times 0.55\times 0.45}{900}=\dfrac{0.2475+0.2475+0.495}{900}=\dfrac{0.99}{900}=0.0011. Margin: 1.960.0011=1.96×0.033166≈0.0651.96\sqrt{0.0011}=1.96\times 0.033166\approx 0.065, that is 6.5 points. The observed gap of 10 points exceeds it by a wide margin: the lead of YES is well established. Note that the margin on the gap is exactly double the simple margin, which is the limiting case of two complementary proportions.

d)

Variance of the difference between two independent samples: 0.49×0.51900+0.55×0.45900=0.00027767+0.000275=0.00055267\dfrac{0.49\times 0.51}{900}+\dfrac{0.55\times 0.45}{900}=0.00027767+0.000275=0.00055267. Margin: 1.96×0.023509≈0.04611.96\times 0.023509\approx 0.0461, that is 4.6 points. The observed rise is 6 points, so the interval runs from +1.4+1.4 to +10.6+10.6: it does not contain zero, and the rise is established. Simply looking at the two individual intervals, which overlap, would have led to the opposite conclusion.

e)

5,400−9005,400−1=45005399≈0.91296\sqrt{\dfrac{5{,}400-900}{5{,}400-1}}=\sqrt{\dfrac{4500}{5399}}\approx 0.91296, so Ec=0.0325×0.91296≈0.02967E_{c}=0.0325\times 0.91296\approx 0.02967, that is 2.97 points. Since the sample represents one sixth of the population, the correction gains nearly three tenths of a point, which strengthens the conclusion of question a) further.

444852566050%51.7558.25%

Exercise 8: Research design, validity and regression toward the mean

A CEGEP offers a methods workshop to the 40 students with the lowest results on the midterm exam. The CEGEP mean is 70 with a standard deviation of 12; the 40 selected students have a mean of 52. The correlation between the two exams is 0.65.

The figure below shows the situation.

405270100the 40 weakestmean 70
  • a) Name the design and its main threat.
  • b) Compute the group's predicted mark on the second exam, without any intervention.
  • c) The group scores 62 after the workshop. What can be concluded?
  • d) Describe the design that would allow a conclusion, and what it requires.
  • e) In that design, the treated group scores 63.5 and the control group 60.2, with a standard deviation of 11 in each group of 40. Compute the margin on the gap and the effect size.

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a)
b)
c)
d)
e)
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  • a) Pre-experimental before-and-after with no control group; main threat, regression toward the mean
  • b) z1=−1.5z_{1}=-1.5, z2=−0.975z_{2}=-0.975, predicted mark 58.358.3, that is +6.3+6.3 points without doing anything
  • c) Nothing: 62−58.3=3.762-58.3=3.7 net points, with no control and no uncertainty; the raw 1010 overstates by a factor of three
  • d) A waitlist experiment: the same selection criterion in both groups
  • e) Margin 4.824.82 points for a gap of 3.33.3: not significant, despite d=0.30d=0.30
a)

This is a PRE-EXPERIMENTAL before-and-after design with no control group, the weakest of all. Its main threat is REGRESSION TOWARD THE MEAN: the group was selected on an extreme performance, so part of its poor result comes from passing circumstances that will not repeat. Maturation and testing, which act in the same direction, come on top.

b)

z1=52−7012=−1.5z_{1}=\dfrac{52-70}{12}=-1.5. Prediction: z2=0.65×(−1.5)=−0.975z_{2}=0.65\times \left(-1.5\right)=-0.975, so a mark of 70+(−0.975)×12=70−11.7=58.370+\left(-0.975\right)\times 12=70-11.7=58.3. The group should therefore climb back 6.3 points without anyone doing anything.

c)

The group scores 62, that is 10 points more than on the first exam, but only 62−58.3=3.762-58.3=3.7 points more than regression toward the mean alone predicted. Nothing solid can therefore be concluded: 3.7 points over 40 students, with no control group and no measure of uncertainty, do not distinguish a real effect from a fluctuation. The raw figure of 10 points overstates the effect by a factor of nearly three.

d)

It would take a WAITLIST EXPERIMENT: among the 80 weakest students, 40 are drawn at random for the immediate workshop, the other 40 getting it the following term. The two groups are then selected on the same criterion, so subject to the same regression toward the mean, and the difference between them measures the workshop's own effect. This requires the institution to accept delaying the service for half the students, and the two groups not to contaminate each other.

e)

Standard error of the difference: 12140+12140=3.025+3.025=6.05≈2.4597\sqrt{\dfrac{121}{40}+\dfrac{121}{40}}=\sqrt{3.025+3.025}=\sqrt{6.05}\approx 2.4597. Margin: 1.96×2.4597≈4.821.96\times 2.4597\approx 4.82 points. The observed gap is 63.5−60.2=3.363.5-60.2=3.3 points, smaller than the margin: the interval, from −1.52-1.52 to +8.12+8.12, contains zero and the effect is not significant. Effect size: d=3.311=0.30d=\dfrac{3.3}{11}=0.30, a small effect. The honest conclusion is that the workshop may produce a small to moderate effect, but that 40 students per group are not enough to demonstrate it: about 175 students per group would be needed to detect a dd of 0.30 with 80% power, since n=2(1.96+0.84)20.302≈174.2n=\dfrac{2\left(1.96+0.84\right)^{2}}{0.30^{2}}\approx 174.2, rounded up to 175.

4852566064687252: selected58.3: predicted, no workshop62: observed70: mean

Exercise 9: Five statements to correct

Each of the following five statements is FALSE. Say why and give the correct statement.

  • 1) “Our chi-square is 18.0: the association is therefore strong.”
  • 2) “The poll gives 62% among the 150 students of the technical sector, plus or minus 3.25 points.”
  • 3) “Fees rose by 28% and prices by 14%: real fees therefore rose by 14%.”
  • 4) “The 40 weakest students gained 10 points after the workshop: the program works.”
  • 5) “The 16-to-24-hour class contains 30 students, the 12-to-16-hour class contains 16: the first is therefore twice as important.”

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2)
3)
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  • 1) FALSE: V=18.0400≈0.21V=\sqrt{\dfrac{18.0}{400}}\approx 0.21, moderate association
  • 2) FALSE: on 150150 respondents, the margin is about 7.87.8 points
  • 3) FALSE: 1.281.14≈1.123\dfrac{1.28}{1.14}\approx 1.123, that is 12.3%12.3\% and not 14%14\%
  • 4) FALSE: 6.36.3 of the 1010 points come from regression toward the mean alone
  • 5) FALSE: densities 3.753.75 against 4.04.0; the wide class has more students because it is wide
1)

FALSE. The chi-square measures SIGNIFICANCE, not strength: with a constant structure, it is proportional to the sample size. Here, V=18.0400≈0.21V=\sqrt{\dfrac{18.0}{400}}\approx 0.21, a moderate association. Correct statement: the association is significant, p below 0.001, and of moderate strength, V=0.21V=0.21.

2)

FALSE. The margin of 3.25 points is that of the full sample of 900 respondents. On 150 respondents, the margin is 1.960.62×0.38150≈7.81.96\sqrt{\dfrac{0.62\times 0.38}{150}}\approx 7.8 points. Correct statement: among the 150 students of the technical sector, YES is estimated at 62%, plus or minus 7.8 points.

3)

FALSE. Relative changes are not subtracted, they are divided: 1.281.14≈1.123\dfrac{1.28}{1.14}\approx 1.123, that is a real increase of 12.3% and not 14%. The gap, here 1.7 points, grows with the size of the changes. Correct statement: in constant dollars, fees rose by about 12.3%.

4)

FALSE. Since the group was selected on an extreme performance, regression toward the mean alone predicts a gain of 6.3 points. The net gain is only 3.7 points, measured with no control group and no uncertainty. Correct statement: the group gained 10 points, about 6.3 of them attributable to regression toward the mean alone; concluding would require a control group selected on the same criterion.

5)

FALSE, frequencies cannot be compared directly when the widths differ. The 16-to-24-hour class, 8 wide, has a density of 308=3.75\dfrac{30}{8}=3.75 students per hour, against 164=4.0\dfrac{16}{4}=4.0 for the 12-to-16-hour class. The second is therefore LESS numerous and DENSER. Correct statement: the first class contains more students because it is twice as wide; at equal width, it contains fewer.

Exercise 10: Problem: the annual report of the student success office

The office publishes: “Our support program works. The pass rate of participants reaches 74%, against 61% among non-participants, a significant gap (χ2=8.9\chi^{2}=8.9; p=0.003p=0.003). Participants are, moreover, twice as numerous as three years ago. The satisfaction survey, conducted among participants, shows that 91% would recommend the program. We therefore request that the funding be renewed.”

  • a) Name the design actually used and its main threat.
  • b) The chi-square of 8.9 is computed on 620 students. Compute Cramér's V and interpret it.
  • c) What is wrong with the satisfaction survey, and what response rate would we need to know?
  • d) “Twice as numerous as three years ago”: why is this sentence beside the point?
  • e) Write the paragraph the office should publish.

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b)
c)
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  • a) Quasi-experimental with voluntary participation; main threat, selection bias
  • b) V=8.9620≈0.120V=\sqrt{\dfrac{8.9}{620}}\approx 0.120: WEAK association, presented as a demonstration
  • c) It interviews only the participants who remain; we would need the response rate, the enrolments and the dropouts
  • d) Because attendance measures popularity, never effectiveness
  • e) 1313-point gap, V=0.12V=0.12, voluntary participation: propose a waitlist drawn at random
a)

This is a QUASI-EXPERIMENTAL design with voluntary participation, and its main threat is SELECTION BIAS. Students who sign up for support differ from the others in motivation, awareness of their difficulties and availability, all of which are linked to success. The 13-point gap mixes the effect of the program with the effect of these characteristics, and no statistical test can separate them.

b)

V=8.9620×1=0.014355≈0.120V=\sqrt{\dfrac{8.9}{620\times 1}}=\sqrt{0.014355}\approx 0.120. The association is therefore WEAK, just above the threshold of negligibility, whereas the report presents it as a demonstration. This is the usual contrast between a spectacular p-value and a modest strength, made possible by a sample of 620 people.

c)

The survey interviews only the PARTICIPANTS, that is, only those who stayed in the program: those who left it, precisely those it did not suit, are not in the database. On top of that comes nonresponse within the participants themselves, which is also selective. We would need to know the response rate, the number of initial enrolments and the number of dropouts: a rate of 91% computed on 40% of the remaining enrolees describes only a satisfied minority, and says nothing about the program.

d)

Because the number of participants measures the program's POPULARITY and not its effectiveness. A program can double its attendance because it is better advertised, because difficulties are increasing, or because it has become mandatory for some files. Worse, the sentence suggests growth to be credited to the program, whereas rising attendance with stable success would be a bad sign. The figure is true, it is simply unrelated to the question asked.

e)

“Among 620 students, the pass rate of program participants reaches 74%, against 61% among non-participants, a gap of 13 points. The association is statistically significant, χ2=8.9\chi^{2}=8.9, df=1df=1, p=0.003p=0.003, but of weak strength, V=0.12V=0.12. Since participation is voluntary, this gap measures both the effect of the program and the pre-existing differences between those who enrol and the others; it cannot therefore be attributed to the program. For the next term we propose random assignment by waitlist among applicants, the only arrangement that will measure the program's own effect.”

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