The nature of measurement
Some theoreticians define ‘measurement’ as the assignment of numbers to properties in such a way that the traits of the property are adequately represented by mathematical entities.
This definition holds water if it is understood in a sufficiently wide sense, understanding by the assignment of numbers the assignment not only of isolated numbers, but also of arrangements of numbers (like vectors). This was actually the position held by Krantz, Luce, Suppes, and Tverski (klst 1971: 1)1 when they said thatwhen measuring some attribute of a class of objects or events, we associate numbers (or other familiar mathematical entities, such as vectors) with the objects in such a way that the properties of the attribute are faithfully represented as numerical properties.
Another definition, that agrees with the former one, is due to Finkelstein:
Measurement is the process of empirical, objective assignment of numbers to properties of objects or events of the real world in such a way as to describe them.
(Finkelstein 1982: 6)
Nevertheless, in economics, it is sometimes necessary to measure properties of idealized objects, and so I would rather prefer to characterize measurement as the representation of an empirical or idealized property by means of a mathematical object belonging to some sort of mathematical system. Numbers, vectors, line segments, and so on can be and have been used for the purpose of measuring some object or magnitude. Actually, Eudoxo’s theory of proportions represented irrational numbers by means of ratios of geometric segments. The methodology to inverse the procedure and represent ratios of segments by means of real numbers is intimated by Newton in his Arithmetica universalis (1761). But it is due to Holder (1901) the rigorous axiomatization of the classical concept of magnitude in such a way that ratios of magnitudes (of which segments are an instance) could be expressed as positive real numbers.2
Historically, the first example of a numerical representation was analytic geometry, “which provides coordinate-vector representations for qualitative geometrical structures formulated in terms of such primitives as points, lines, comparative distances, and angles” (klst 1989: 1).
The discipline in charge of axiomatizing qualitative geometries is synthetic geometry, and the representation of qualitative geometries follows the same pattern of unidimensional measurement:a representation theorem shows how to embed a qualitative structure isomorphically into some family of numerical structures, and the corresponding uniqueness theorem describes the different ways that the embedding is possible.
(Ibid.: 2)
Naturally, not any assignment of numbers to properties counts as measurement. The existence of a numerical representation requires that the properties satisfy certain conditions. The aim of the theory known as ‘representational theory of measurement’ (rtm) is to establish necessary and jointly sufficient conditions guaranteeing the existence and uniqueness (up to a certain class of transformations) of a numerical representation for a wide variety of possible measurement situations. These situations are represented by means of set-theoretical structures, and the conditions are formulated as axioms that these structures should satisfy in order to ensure the existence of the numerical representation. When the set-theoretical structures are entirely qualitative, in the sense that they do not contain results of any previous measurement (numbers), the resulting representation is called ‘fundamental measurement’. Sometimes the representation is proven over structures that are defined in terms of numbers or other mathematical entities, as when the existence of utility functions is proven over sets of vectors intended to represent consumption menus. This one is a case of representational measurement which is not fundamental.
Some philosophers, like Brian Ellis (1966), believe that measurement is the assignment of numbers to quantities. He describes a quantity as a property with respect to which things can be compared in some way. And he clarifies:
two things A and B are comparable in respect of a given quantity q if and only if one of the following relationships connects them:
(i) A is greater in q than B (that is A >q B);
(ii) A is equal in q to B (that is A =q B);
(iii) A is less in q than B (that is A b 2 A; in other words, if (A, ≥) is a weak order.
He even thinks that the existence of such ordering is also sufficient to grant the existence of a quantity in the objects so related (Ellis 1966: 32). This is not far-fetched, as we have seen that all at most countable weak orders are representable by a numerical function; but, at any rate, the community of scientists has to decide which properties of their objects are genuine quantities for the discipline in question.Sydenham distinguishes a property from its “manifestations” and defines
q = fq1, q2, ■ ■ ■, qi, ∙ ∙ ∙}
as the set of all its manifestations,
Ω = fw1 , w2, ■ ■ ■ , wi, ■■ ∙g
as the class of all objects manifesting elements of Q, and
R = {r1, r2, ■ ■ ■, R, ■ ■ ■, rN}
as a set of empirical relations over Q. In order to provide a formal definition of measurement, Sydenham introduces class N of numbers, a set of relations
P = {P1, P2, ' ' ', Pi, ' ' ', PN},
and defines measurement as an “objective empirical operation” composed of two functions, M:Q → N and F: R → P, such that Pi = F(Ri) and
Ri(of catalogue of mathematical theorems.
Actually, some have even come to say that the set-theoretical structures rtm makes use of, far from representing empirical instrumentalist measurement procedures, are not even about the ‘natural world'. Michell (2007: 36), for one, writes that rtm
is based upon an inconsistent triad: first, there is the idea that mathematical structures, including numerical ones, are about abstract entities and not about the natural world; second, there is the idea that representation requires at least a partial identity of structure between the system represented and the system representing it; and third, there is the idea that measurement is the numerical representation of natural systems.
The second and third ideas imply that natural systems instantiate mathematical structures and when the natural system involves an unbounded, continuous quantity, it provides an instance of the system of positive real numbers. Thus the second two refute the first idea, the principal raison d’etre for the representational theory.As I said above, by ‘metrization of property P' I understand a demonstration, out of empirically meaningful conditions, of the fact that P is measurable. rtm accomplishes the metrization of P by building suitable set-theoretical structures and proving the existence of a certain homomorphism, which is a mathematical representation of P. By ‘measuring procedure’ I understand a procedure for actually finding the value of P for given objects, with respect to a unit of reference. It seems to me that RTM does not claim that every measuring procedure consists of explicitly constructing some homomorphism. What it does claim is that any (putative) magnitude P must satisfy certain conditions in order for it to be metriz- able (Diez 2000: 20, n. 5). The task of the theory of fundamental metrization is to probe into the conditions that P must satisfy in order to guarantee the existence of such representation when the same does not presuppose any other previous metri- zations. The fundamental measuring procedures determine specific empirical procedures for qualitative comparison of the specific property involved, and chooses a standard with which the assignment begins.
It is certain that rtm has never maintained the claim that “mathematical structures, including numerical ones, are about abstract entities and not about the natural world”. Clearly, mathematical structures are abstract entities, insofar as they are set-theoretical structures. But I have explained in Chapter 4 how mathematical structures relate to real-concrete objects and empirical structures.
It is important at this point to stress that the RTM does not claim that every actual measurement procedure has to be performed by means of the proof of the existence of a homomorphism from a measurement structure into a numerical one.
Patrick Suppes never pretended that every procedure of effective determination of a magnitude had to be achieved by means of the construction of a homomorphism. For instance, for the case of utility measurement, Suppes was very skeptical about the possibility of measuring utility of given agents by showing that their preference structures satisfy certain axioms. He relied instead on experimental methods that might, applying response theory, go beyond “the individual preference orderings to the environmental and constitutional conditions that produced them” (Suppes and Atkinson 1960: 233). rtm is relevant to establish the foundations of theories - especially psychological and economic theories - but not always provides methods to perform measurements of the properties it deals with. The role of the axioms defining the structures is to regulate the concepts, so to say, exhibiting the conditions that define them, but in order to determine an actual function it is often required to resort to other methods.5.2