Updated · By Pete Bromfield, IB examiner

IA idea · Survey-based investigations

Can you average a 1–5 rating? Analysing Likert-scale survey answers

AI SLAI HL Solid Also in: Statistics

Research question

When the same survey questions are analysed with means and t-tests versus medians and non-parametric methods, do the conclusions differ, and which analysis is justified for 1–5 rating scales?

Adapt it: change the place, the data or the comparison until the question is yours.

Free: the A–E checklist an examiner uses, by email ↓

Why it makes a good exploration

Almost every survey uses rating scales, and the right way to analyse them is genuinely debated. Running both analyses on your own data gives a clear, honest discussion.

The mathematics you'll need

  • Ordinal versus interval data
  • Mean, median and their sensitivity
  • t-test versus chi-squared on the response table
  • Spearman's rank correlation between items
  • Checking conditions

Course labels show where a technique sits; using maths from outside your course is fine if you explain it clearly and say it is new to you.

Where the data comes from

Your own anonymous survey of a school matter with five or more rating questions, from two groups (for example two year groups).

Cite every source in a footnote where you use it and in your bibliography. Check the licence of any dataset you download.

A possible outline

  1. Design rating questions and pilot them.
  2. Collect responses from two groups.
  3. Analyse with means and t-tests.
  4. Analyse with medians and chi-squared.
  5. Compare and reflect on which you would report.

Pitfalls that cost marks

  • Treating ratings as continuous without discussion.
  • Small expected frequencies in the chi-squared table.
  • Leading questions.

Showing personal engagement

  • Survey a decision your school is considering.
  • Predict whether the analyses will agree.
  • Share the findings with the student council.

See Criterion C: personal engagement for what examiners look for.

Which course is it for?

CourseFitMaths to lean on
AA SLNot a natural fitThe core technique sits in the AI course or at HL; an AA SL student could use it only as clearly explained new mathematics.
AA HLNot a natural fitThe mathematics is mainly from the AI course; at AA HL the exploration would need an AA-level approach (calculus, proof or probability theory) to reach the top of Criterion E.
AI SLGood fitOrdinal versus interval data; Mean, median and their sensitivity
AI HLGood fitOrdinal versus interval data; Mean, median and their sensitivity

Level: Solid. Needs some independent work beyond class examples. See how the IA differs between AA and AI, SL and HL.

How this idea reaches the top bands

Personal engagement (C)

Design every part yourself: the question, the sampling frame, the wording and the analysis plan. Piloting the questionnaire and changing it is engagement an examiner can see.

Reflection (D)

Reflect on bias (who answered, who didn't, how wording steered answers) and on what a significant result can and can't show about the whole population. For this idea, start with: treating ratings as continuous without discussion — say how it affects your answer.

Use of mathematics (E)

SL: A sampling method justified, a sample size worked out from the test you plan, the test's conditions checked, one calculation shown and the p-value interpreted in context.

HL: Confidence intervals, a justified choice between tests, a test of a model's fit, or a statistical estimate of how much bias could change the conclusion.

Criteria A and B (presentation and communication) work the same way for every idea: see the guides to Criterion A and Criterion B.

Taking it further

Combine items into a scale and check its consistency.

Extending it for HL

Add confidence intervals for the proportions you report, and estimate how large a non-response bias would have to be to overturn your result.

Before you start: the checklist an examiner uses

Every check for Criteria A–E in a 4-page PDF, the mistakes that cost the most marks and a self-assessment grid. We'll email it with a short IA tip every few days, timed to your deadline if you give it. Free — no account, no payment.

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