Can there be a metrology for psychometricians?

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Can there be a metrology for psychometricians? Luca Mari Università Cattaneo LIUC, Italy BEAR Seminar, University of California, Berkeley Tuesday, January 31, 2017

Abstract Metrology -- the science of measurement and its application according to the International Vocabulary of Metrology (VIM) -- is a body of knowledge traditionally bound to the measurement of physical quantities, sometimes with the further specification that only high quality (in some sense to be agreed) measurement-related activities constitute actual metrology, as those performed in the US by the NIST. Given the social reputation of measurement, it is not amazing that there is a tension to continue the historical process of expanding such a still strict scope, where in particular under scrutiny is the necessity that the object of measurement is a physical quantity. Arguing about metrology is then a good opportunity to discuss of the very nature of measurement and its limits, between science, technology, mathematics, and society.

My profile Luca Mari (MS in physics, University of Milano, Italy, 1987; Ph.D. in measurement science, Polytechnic of Torino, Italy, 1994) since 2006 has been a full professor of measurement science with Università Cattaneo - LIUC, Castellanza, Italy, where he teaches courses on measurement science, statistical data analysis, and system theory. He is currently the chairman of the TC1 (Terminology) and the secretary of the TC25 (Quantities and units) of the International Electrotechnical Commission (IEC), and an IEC expert in the WG2 (VIM) of the Joint Committee for Guides in Metrology (JCGM). He has been the chairman of the TC7 (Measurement Science) of the International Measurement Confederation (IMEKO).

Some of my recent publications LM, P.Blattner, F.Pavese, Improving the understandability of the next edition of the International System of Units (SI) by focusing on its conceptual structure, Measurement, 2017 LM, A.Maul, D.Torres Irribarra, M.Wilson, Quantities, quantification, and the necessary and sufficient conditions for measurement, Measurement, 2017 D.Petri, LM, P.Carbone, A structured methodology for measurement development, IEEE Trans. Instr. Meas., 2015 A.Mencattini, LM, A conceptual framework for concept definition in measurement: the case of 'sensitivity', Measurement, 2015 LM, Evolution of 30 years of the International Vocabulary of Metrology (VIM), Metrologia, 2015 LM, D.Petri, Measurement science: constructing bridges between reality and knowledge, IEEE Inst. Meas. Mag., 2014 P.Micheli, LM, The theory and practice of performance measurement, Management Accounting Research, 2014 LM, M.Wilson, An introduction to the Rasch measurement approach for metrologists, Measurement, 2014 A.Frigerio, A.Giordani, LM, On representing information: a characterization of the analog/digital distinction, Dialectica, 2013 LM, A quest for the definition of measurement, Measurement, 2013 LM, A.Giordani, Quantity and quantity value, Metrologia, 2012 LM, P.Carbone, D.Petri, Measurement fundamentals: a pragmatic view, IEEE Trans. Instr. Meas., 2012 A.Giordani, LM, Measurement, models, uncertainty, IEEE Trans. Instr. Meas., 2012 A.Giordani, LM, Property evaluation types, Measurement, 2012

The (meta-)message: metrology is less monolithic than possibly supposed from the outside Taking a look at the ways it is differently interpreted may suggest some hypotheses on how the sciences of physical and non-physical measurement could learn from each other The proposal: a short discussion on four interpretations of what metrology is, each from a strict, traditional standpoint toward a broader, encompassing view

with a premise, aimed at providing a context for the discussion and hopefully at sharing some basic concepts and terms

Joint Committee for Guides in Metrology (JCGM) BIPM OIML ISO IEC ILAC IUPAP IUPAC IFCC (established in 1997) Int.l Bureau of Weights and Measures Int.l Organization of Legal Metrology Int.l Organization for Standardization Int.l Electrotechnical Commission Int.l Laboratory Accreditation Cooperation Int.l Union of Pure and Applied Physics Int.l Union of Pure and Applied Chemistry Int.l Federation of Clinical Chemistry and Lab. Medicine

Joint Committee for Guides in Metrology (JCGM) (established in 1997) Metrology : BIPM Legal metrology : OIML Standardization : ISO IEC Accreditation : ILAC Domain-related : IUPAP (physics) IUPAC (chemistry) IFCC (clinical chemistry and lab medicine)

JCGM guidance docs the VIM the GUM vim.html http://www.bipm.org/en/publications/guides/ gum.html

The scope of JCGM metrology: «science of measurement and its application» [VIM, def. 2.2] «In this Vocabulary [the VIM], it is taken for granted that there is no fundamental difference in the basic principles of measurement in physics, chemistry, laboratory medicine, biology, or engineering. Furthermore, an attempt has been made to meet conceptual needs of measurement in fields such as biochemistry, food science, forensic science, and molecular biology.»

A terminological premise According to the VIM: measurement: the process of measuring measurand: the quantity intended to be measured measurement result: the outcome of measurement, in the form of a quantity value (or an interval of quantity values, a pdf on a set of quantity values, etc) (the VIM avoids the noun measure because too ambiguous)

A conceptual premise quantities are specific properties: measurements are specific evaluations: {quantities} {properties} {measurements} {evaluations} quantities measurements properties evaluations

Why could the question what is metrology? be interesting to psychometricians? 1. Metrology is a socially acknowledged context of measurement 2. The public trust attributed to measurement results is not attributed to the outcomes of other forms of evaluation Hence claims such as this information comes from a measurement, and this information is provided by a metrological institution, have a societal significance (and in a situation of post-truth and alternative facts...)

Four interpretations: metrology is... 1. the body of knowledge about evaluations of physical properties 2. the body of knowledge about measures 3. what National Metrology Institutes do 4. the body of knowledge about evaluations of sufficiently high quality

These interpretations are not alternative and in fact a (very conservative) position might consider metrology as what National Metrology Institutes do relating to sufficiently high quality evaluations of physical quantities More explicitly: «Metrology is the science of measurement. It covers three main activities: 1. the definition of internationally accepted units of measurement, e.g. the metre; 2. the realization of units of measurement by scientific methods, e.g. the realization of a metre through the use of lasers; 3. the establishment of traceability chains by determining and documenting the value and accuracy of a measurement and disseminating that knowledge, e.g. the documented relationship between the micrometer screw in a precision engineering workshop and a primary laboratory for optical length metrology.» [Metrology in short, 3rd edition, EURAMET project 1011, 2008, http://www.euramet.org/publications-media-centre/documents/metrology-in-short]

A mini-tutorial on metrology... (simplified version) for each general quantity (e.g., mass) objects quantities 1. an individual quantity is defined (kilogram, i.e., the mass of the object ): quantity unit realization 2. the unit is realized into an object (IPK, the Int.l Prototype of the Kilogram): primary measurement standard dissemination traceability of measurement results to the unit 3. other compatible standards are realized and disseminated: national / working standards calibration measurement 4. measurement results 3. measuring instruments are calibrated against working standards

(such a strict standpoint is plausibly not so interesting to psychometricians...)

Strict metrology 1 is about physical with high quality instruments and results 4 2 quantities evaluated intersubjectively via universal units 3

Broad metrology? could be about physical with high quality instruments and results?? quantities evaluated intersubjectively via universal units?

Interpretation 1 (disciplinary characterization) metrology is the body of knowledge about evaluations of physical properties Rationale: measurement historically developed relating to geometrical quantities

Broadening interpretation 1... The concept measurable property has widened its scope in history (the term weights and measures is the trace of a not so far past in which weights were not considered measures...) Q: can non-physical properties be measured? physical properties not only physical properties

Interpretation 2 (semantic characterization) metrology is the body of knowledge about quantities, i.e., measures Rationale: measurement and measure belong to the same concept system

Broadening interpretation 2... Despite they seem to be coextensive, the concepts measurement and measure are different, and measure theory is a mathematical theory about additive properties (i.e., Euclidean quantities and their generalizations) Q: can non-euclidean / non-additive / non-ratio properties be measured? quantities not only additive properties

Interpretation 3 (organizational characterization) metrology is what National Metrology Institutes (NMIs) do to guarantee intersubjectivity of evaluations via universal units Rationale: NMI activity is the foundation of the metrological system

Broadening interpretation 3... NMIs develop and disseminate measurement standards as tools for making intersubjectivity in measurement possible Q: can intersubjectivity of information on empirical properties be guaranteed without universal units? intersubjectivity by universal units intersubjectivity by some general strategies

Interpretation 4 (axiological characterization) metrology is the body of knowledge about evaluations of sufficiently high quality Rationale: measurement is widespread and not any measurement is a metrological activity

Broadening interpretation 4... Metrology is sometimes intended (particularly by NMIs) as only covering scientific measurement, with small measurement uncertainty What is important here is that measurement results convey information as both quantity / property values and quality of such values evaluations of high quality evaluations of stated quality

Synthesis

From strict to broad metrology 1 2 physical with high quality instruments and results 3 quantities evaluated intersubjectively via universal units 3

Broad metrology not only physical properties could be about physical with high quality instruments and results with quality stated according to well defined procedures not only additive properties quantities evaluated intersubjectively via universal units evaluated intersubjectively via some general strategies

(such a broad metrology seems to be a context where psychometricians and engineers can productively work together...)

Can there be a metrology for psychometricians? THANK YOU FOR YOUR KIND ATTENTION Luca Mari lmari@liuc.it http://research.liuc.it/luca.mari