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Multidimensional Scaling Tutorial

Multidimensional Scaling Overview



In multidimensional scaling models, we assume the existence of an underlying multidimensional space that describes the items displayed in the space. For example, this space may represent stimuli (concepts such as brands) and the attributes that describe them, or the similaries between the objects themselves, or even between the objects and groups of respondents that scale them. The objects in such models are represented by points in a two or more dimensional space. The dimensions of the space represent attributes that are perceived as characterizing the stimuli or respondents.

Multidimensional scaling is generally characterized by respondent judgments concerning either (1) the degree of similarity of pairs of stimuli, or (2) the preference for a stimuli as measured on attributes describing the stimuli. The judgements are measured as variables either metric, that is, interval or ratio scaled, of nonmetric, that is, ordinally scaled. The objective of multidimensional scaling is to display either the similarity between the objects, or the preference for the objects in a space that represents both the set of objects considered and the underlying rationale for the similarities or preferences. Because the most common form of multidimensional scaling used in business and marketing is multidimensional preference analysis we will consider only this tecnique, and its computer implementation known as MDPREF.

Multidimensional Analysis of Preference Data




In the analysis of preference data, average preferences are measured for a set of objects that are evaluated on a set of attributes. This evaluation of preferences produces an attribute by object matrix that contains a set of preference evaluations. The individual values found in the matrix are averages of the respondents who have given preference evaluations.

Using the nomenclature of MDPREF, the input data matrix is defined as having subjects (rows that produce vectors on the map). These rows are often defined as attributes that describe the stimuli. The stimuli are the object defined by the columns of the matrix. In an application that does not involve the attribute-object matrix, the subject vectors could take on any number of forms, but are usually attributes descriptive of the stimuli (groups, entities, items, points) defined by the columns.

MDPREF is what is known as a "VECTOR MODEL". This means that the objective of the MDPREF analysis is to identify a perceptual map displaying subject (attribute) vectors. The vector model assumes a linear model such that preference is greatest at the end of the subject vector, and infinitely better as one moves an infinite distance along the vector. To form the subject vectors visually, lines are drawn from the origin of the plot to each subject point. Next, the stimuli (object) points are plotted by MDPREF. Each stimuli point projects (at a 90 degree angle to the vector) onto each subject vectors. This projection shows the average subjects metric preference of the stimuli with respect to the subject vectors.

Operationally, preferences may be measured as a simple ranking (1-8 if 8 items are ranked on attribute 1), or on a value scale.

TECHNICAL INTRODUCTION



MDPREF is designed to do multidimensional scaling of preference or evaluation data. MDPREF is a metric model based on a principal components analysis (Eckart-Young decomposition). In this analysis, a data matrix of dimension i subjects by j stimuli is decomposed into two smaller matrices, each of which approximates the original data matrix in a least squares sense.

The first of these resulting matrices is called a principal component score (or factor score) matrix of size (i x r), where r is the number of principal components. This matrix depicts the i subjects in the r principal component dimensions and is designated as [PCS].

The second matrix is called the principal component loading matrix (or factor loading matrix), and is of size (r x j). This matrix depicts the j stimuli in the r principal component dimensions and is designated as [PCL].

The original MDPREF program recognized two forms of input: paired comparisons data, and stimuli evaluation data. The PC-MDS version of MDPREF has deleted the paired comparisons data option because of the infrequent collection and use of such data. Originally it was from the paired-comparison matrices, that MDPREF derived a single matrix called the 'first score matrix' of dimension i rows and j columns. In the PC version of MDPREF, the first score matrix is the data matrix input by the user, and is designated S*. Each cell of the S* matrix contains a numerical entry (i,j), which represents the ith subject's rating of the jth stimuli, as measured by the researcher's survey instrument.

The 'first score matrix' which again, is a subject by stimuli matrix of evaluation scores, is decomposed into r dimensions or principal components. The first score matrix is additionally used to produce the [PCS] and [PCL] matrices discussed above. Subsequent to this analysis, a second score matrix is produced, having dimensions (i x j). The second score matrix contains derived projections of stimuli onto subject vectors. The values of the second score matrix agree as near as possible, in a least squares sense, with the first scores matrix.

MDPREF is valued as an analytical procedure because the resulting values in the [PCS] and [PCL] matrices project the stimuli onto subject vectors within the multidimensional stimuli attribute space. This multidimensional space allows for visual evaluation of the j stimuli an r dimensional space, where r < j.

Sample 3 D Plot


EXAMPLE MDPREF DATA SET
 5.79 6.49 5.80 2.91 4.29 4.03 5.73 1.38 5.22 2.86  
 3.42 3.89 4.87 5.66 4.93 4.36 3.14 5.18 5.24 3.89  
 4.68 5.57 3.36 3.47 3.63 5.40 4.61 4.84 3.80 4.50  
 3.32 4.24 5.01 6.08 6.22 4.47 2.71 3.73 5.35 3.52  
 4.56 4.19 5.56 5.08 5.52 4.77 4.15 2.77 5.24 2.78  
 3.35 2.21 4.05 5.86 6.31 5.10 2.24 5.63 5.35 3.98  
 3.95 3.70 5.28 5.21 5.61 4.89 3.71 4.03 5.17 2.98  
 3.07 2.71 4.73 6.33 6.31 4.24 3.08 5.07 5.12 4.15  
Coke 
Coke Cl. 
Diet Pepsi 
Diet Slice 
Diet 7-up 
Dr Pepper 
Pepsi 
Slice 
Tab 
7-up 
Fruity 
Carbonation 
Calories 
Tart 
Thirst  
Popularity 
Aftertaste 
Pick-up


                                  SAMPLE MDPREF OUTPUT
                                       M D P R E F                           |INPUT DATA: 8 ATTRIBUTES X 10 BRANDS
                       MULTIDIMENSIONAL ANALYSIS OF PREFERENCE DATA          |      8  10   2   2   1   0 
                    PROGRAM WRITTEN BY DR. J. D. CARROLL AND JIH JIE CHANG   |(10F5.2) 
                                     PC - MDS VERSION                        |5.79 6.49 5.80 2.91 4.29 4.03 5.73 1.38 5.22 2.86 
           ANALYSIS TITLE: POP DATA ATTRIBUTE BY OBJECTS IN 2 DIMENSIONS     |3.42 3.89 4.87 5.66 4.93 4.36 3.14 5.18 5.24 3.89 
           DATA IS READ FROM FILE: ATTXBR.POP                                |4.68 5.57 3.36 3.47 3.63 5.40 4.61 4.84 3.80 4.50 
           OUTPUT FILE IS: ATTXBR.PRN                                        |3.32 4.24 5.01 6.08 6.22 4.47 2.71 3.73 5.35 3.52 
                                                                             |4.56 4.19 5.56 5.08 5.52 4.77 4.15 2.77 5.24 2.78 
           NP (NO. OF SUBJECTS)                                           8  |3.35 2.21 4.05 5.86 6.31 5.10 2.24 5.63 5.35 3.98 
           NS (NO. OF STIMULI)                                           10  |3.95 3.70 5.28 5.21 5.61 4.89 3.71 4.03 5.17 2.98 
           NF (NO. OF DIMENSIONS)                                         2  |3.07 2.71 4.73 6.33 6.31 4.24 3.08 5.07 5.12 4.15 
           NFP (NO. OF DIMENSIONS PLOTTED)                                2  | 
                                                                             |INPUT SPECIFICATIONS: 
           IREAD  1=NP X NS SCORE MATRIX WITH ROW MEAN SUBTRACTED         1  | 8 = NUMBER OF SUBJECTS (ATTRIBUTE VECTORS) 
                  2=SAME AS 1 WITH SCORES DIVIDED BY ROW S. D.               |10 = NUMBER OF STIMULI (ObjectS) 
                                                                             |The parameters call for a 2 dimensional principal 
           NORP   0=NORMALIZE SUBJ. VECTORS                               0  |components solution.  Two dimensions will be
                  1=DO NOT                                                   |plotted.
                                                                             |The data form and normalization option are
                *****IDENTIFICATION KEY FOR PLOTS WITH IDENTIFIED POINTS*****|specified 
                                                                             | 
 PT #   1   2   3   4   5   6   7   8   9  10  11  12  13  14  15            |Codes for reading the two dimensional plots.  
 CHAR   1   2   3   4   5   6   7   8   9   A   B   C   D   E   F            | 
 PT #  16  17  18  19  20  21  22  23  24  25  26  27  28  29  30            | 
 CHAR   G   H   I   J   K   L   M   N   O   P   Q   R   S   T   U            | 
 PT #  31  32  33  34  35  36  37  38  39  40  41  42  43  44  45            | 
 CHAR   V   W   X   Y   Z   +   /   =   *   &   $   @   %   ?   <            | 
 PT #  46  47  48  49  50                                                    | 
 CHAR   (   )   "   ;   @                                                    | 
 POINT NUMBERS ABOVE 50 IDENTIFIED AS  >, MULTIPLE POINTS IDENTIFIED AS  #   | 
                                                                             | 
 IN JOINT SPACE PLOTS, THE FIRST  10 POINTS ARE STIMULI                      | 
     AND THE NEXT   8 POINTS ARE SUBJECTS                                    | 
                                                                             | 
 INPUT FORMAT = (3X,10F7.4)                                                  | 
                                                                             | 
                        MEAN OF THE RAW SCORES  (BY SUBJECT)                 |Mean of the subject variables. 
           4.4543      4.4624      4.3913      4.4703      4.4666      4.4107|These are the row variables.  In the example 
           4.4561      4.4860                                                |the means of each of the 8 attributes are given. 
                                                                             | 
                        FIRST SCORE MATRIX   (SUBJECT  BY  STIMULUS)         |The original data matrix values minus the subject 
    1      1.3347      2.0367      1.3527     -1.5423      -.1563      -.4193|(row) mean.  (i.e., 1.3347 = 5.789-4.4543 or in
           1.2827     -3.0683       .7737     -1.5943                        |other words, fruity/coke - average fruitiness 
    .                                                                        | 
    .                                                                        |The first score matrix is a preference score matrix,
    .                                                                        |where each entry is the preference rating made by
    .                                                                        |the ith subject on the jth stimulus. 
    8     -1.4160     -1.7670       .2510      1.8470      1.8300      -.2400|The first score matrix is decomposed by MDPREF into 
          -1.3980       .5840       .6370      -.3280                        |NF dimensions. 

                     CROSS PRODUCT MATRIX OF SUBJECTS                        |The cross products matrix is an intermediate matrix 
    1     24.5385     -6.2786       .7973     -1.8374      7.8784    -14.3155|used in the computation of the subject x subject 
        .6241    -10.7526                                                    |(attribute x attribute) correlation matrix. 
    .                                                                        | 
    .                                                                        | 
    .                                                                        | 
    8    -10.7526      8.6405     -6.5557     11.2627      4.1261     15.7736| 
           7.3943     14.8171                                                | 
                                                                             | 
                        CORRELATION MATRIX OF SUBJECTS                       |The subject x subject (attribute x attribute) 
    1      1.0000      -.4985       .0680      -.1042       .5223      -.6536|correlation matrix is the basis for computing
            .0475      -.5639                                                |the underlying dimensionality of the data matrix. 
    .                                                                        | 
    .                                                                        | 
    .                                                                        | 
    8      -.5639       .8829      -.7200       .8223       .3520       .9268| 
            .7249      1.0000                                                | 
                                                                             | 
                        CROSS PRODUCT MATRIX OF STIMULI                      | 
    1      7.6801      9.1070       .1489     -9.9256     -8.0465      -.7597| 
           9.7955     -5.9361     -3.1618      1.0983                        | 
    .                                                                        | 
    .                                                                        | 
    .                                                                        |The eigenvalues or characteristic roots of the 
   10      1.0983       .5196     -6.0104     -3.2425     -6.6664      -.5405|principal components factor analysis.  For principal
           3.3761      7.9758     -5.5578      9.0480                        |components analysis, the eigenvalues equal the sum 
                                                                             |of the squared correlations (squared loadings) 
                        ROOTS OF THE FIRST SCORE MATRIX                      |of the subjects (attributes) on stimuli (objects).
          62.5203     30.2225      3.3362      2.0768       .9772       .5864|In other words, this is the sum of the r squares 
            .1766       .0212                                                |and shows the amount of variance accounted for by 
                                                                             |each component or dimension underlying the principal
                       PROPORTION OF VARIANCE ACCOUNTED FOR BY EACH FACTOR   |components factor analysis. 
            1           2                                                    | 
            .6257       .3025                                                |The proportion of variance accounted for by dimensions
                                                                             |one and two shows that 62.57% of all variance is 
                       CUMULATIVE PROPORTION OF VARIANCE ACCOUNTED FOR       |accounted for by dimension 1 and 32.25% of variance 
            1           2                                                    |is accounted for by dimension 2. 
            .6257       .9282                                                | 
                                                                             |The cumulative sum of variance accounted for shows 
                        SECOND SCORE MATRIX  (SUBJECT  BY  STIMULUS)         |that 92.82% of all preference variance is accounted 
    1       .2667       .3995       .2930      -.2647      -.0529      -.0627|for by the first two dimensions. 
            .2813      -.6385       .1074      -.3291                        | 
    .                                                                        |The second score matrix is derived projections of 
    .                                                                        |stimuli (objects) onto subject (attribute) vectors. 
    .                                                                        |This is as nearly proportional as possible to the
    8      -.3323      -.4352       .0518       .4608       .4299       .0421|first score matrix. 
           -.4577       .1791       .1969      -.1354                        | 
POPULATION MATRIX                                                            | 
FACTOR                                                                       |The population matrix is the dimension 1 and 2 plot
    1       .6091       .7931                                                |projections of subjects (attributes) vectors. 
    2      -.9974       .0726                                                |The coordinates of the subject vectors are on the 
    3       .8406      -.5416                                                |unit circle (Euclidean distance from origin = 1.0). 
    4      -.8559       .5172                                                | 
    5      -.3318       .9434                                                | 
    6      -.9953      -.0972                                                | 
    7      -.7584       .6518                                                | 
    8      -.9989       .0460                                                | 
                                                                             | 
 STIMULUS MATRIX (NORMALIZED)                                                | 
 FACTOR                                                                      |The projections of ten stimuli (brands) on to 
    1       .3362       .0781                                                |dimensions 1 and 2.  These are the coordinates used 
    2       .4431       .1634                                                |in graphs 2 and 3. 
    3      -.0336       .3953                                                | 
    4      -.4604       .0198                                                | 
    5      -.4186       .2549                                                | 
    6      -.0442      -.0451                                                | 
    7       .4583       .0027                                                | 
    8      -.2090      -.6446                                                | 
    9      -.1843       .2769                                                | 
   10       .1125      -.5013                                                | 
                                                                             | 
 STIMULUS MATRIX (STRETCHED BY SQ. ROOT OF THE EIGENVALUES)                  | 
 FACTOR                                                                      |By stretching stimuli (objects) relative to the
    1      2.6584       .4291                                                |square root of the eigenvalues, the scales are  
    2      3.5039       .8983                                                |weighted for the amount of variance explained by
    3      -.2659      2.1731                                                |each dimension (analogy: weighting by importance). 
    4     -3.6401       .1090                                                |This matrix is not included in the plots. 
    5     -3.3101      1.4012                                                | 
    6      -.3496      -.2480                                                | 
    7      3.6236       .0146                                                | 
    8     -1.6522     -3.5437                                                | 
    9     -1.4575      1.5225                                                | 
   10       .8893     -2.7561                                                | 
                                                                             | 
                                                                             | 
          PLOT OF STIMULI AND SUBJECTS IN DIMENSIONS   1 AND   2             | 
          +....+....+....+....+....+....+....+....+....+....+....+....+      | 
         .                              |                              .     | 
         .                              |                              .     | 
      .97+                         F    |                              +     |1-9 + A = 10  Stimuli (objects) 
         .                              |        B                     .     |B - I = 8 subjects (attribute) vectors 
         .                   H          |                              .     | 
      .55+                 E            |                              +     | The projection of stimuli (objects) on each subject 
         .                             3|                              .     | vector is as similar as possible to the order of
         .                        5  9  |                              .     | preference expressed by the subject in the original 
      .14+               C              |    1 2                       +     | preference data. 
         .---------------I-------4-----60------7-----------------------.     | 
         .               G              |                              .     | 
     -.28+                              |                              +     | 
         .                              |                              .     | 
         .                              | A          D                 .     | 
     -.69+                           8  |                              +     | 
         .                              |                              .     | 
         .                              |                              .     | 
    -1.11+                              |                              +     | 
          +....+....+....+....+....+....+....+....+....+....+....+....+      | 
        -2.0 -1.7 -1.3 -1.0  -.7  -.3   .0   .3   .7  1.0  1.3  1.7  2.0     | 
</PLAINTEXT></LISTING></pre>
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