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Chapter 5: Making Controlled Comparisons
Learning Objectives
Chapter Summary
This chapter examines how to make controlled comparisons between two or more
groups. An uncontrolled comparison may show a relationship between an independent
variable and a dependent variable at the zero-order level, which means we have not ruled
out alternative explanations yet. Once we add control variables to the mix, we need to
figure out what kind of relationship exists between the independent variable and the
dependent variable. There are three possibilities. First, the relationship could be spurious
and disappear when the control variable is included. Second, it could be additive, which
means the independent variable and the control variable are working together to cause the
observed effect on the dependent variable. Third, the relationship could be interactive,
which means the direction or strength of the relationship changes across categories of the
control variable.
To determine which of these three possibilities is present, we can ask the following
three questions of our results:
1. After holding the control variable constant, does a relationship exist between the
independent variable and the dependent variable within at least one value of the
control variable?
▪ If the answer is no, then the relationship is spurious. If the answer is yes,
then go to question 2.
2. Is the direction of the relationship between the independent variable and the
Discussion Questions
1. Suppose you are interested in studying the variables that affect an individual’s
decision to vote or not to vote. Think of an independent variable that might
predict the likelihood of an individual voting or not voting. What are some rival
explanations for voting or not voting that you might need to rule out?
2. Suppose a researcher is studying the causes of civil wars. Name an independent
variable that could explain the presence of a civil war. What are some rival
explanations you may need to rule out?
Introduction
• In this chapter, we use empirical data to illustrate the practice of controlled
comparison.
• The procedures for setting up controlled comparisons are natural extensions of
procedures you learned in Chapter 3 for making comparisons with cross-tabulations
and mean comparisons.
• There are three logical scenarios: a spurious relationship, a set of additive
relationships, or interaction.
Effect of Partisanship on Gun Control Vote, Controlling for Gender: An Illustrative Example
• Figure 5-1 depicts the hypothetical legislature’s vote on a gun control bill. Democrats
(represented by the circles on the left) and Republicans (the circles on the right).
• The goal in this analysis is to determine whether variation in legislators’ partisanship
affected how they voted on the gun control bill.
• The first look at the data supports the partisanship explanation. The authors cannot
regard these findings as confirming the correctness of the partisanship explanation.
• Democrats and Republicans might differ in a number of ways. Consider a rival to the
partisanship explanation.
• The gender explanation describes a general causal process and suggests the existence
of several empirical relationships.
• In the hypothetical example, the gender composition of the parties profoundly
influences our assessment of the effect of partisanship on the gun control vote.
• See text and figures in text pertaining to this example including examples on
spurious relationships, additive relationships, and interactive relationships.
Identifying Patterns
• After controlling for a potentially confounding variable, three scenarios are possible:
a spurious relationship, an additive relationship, or an interactive relationship.
▪ In a spurious relationship, after holding the control variable constant,
the relationship between the independent variable and the
dependent variable weakens or disappears. Spurious relationships are
not always identified so easily.
▪ In a set of additive relationships, the direction and strength of the
relationship between the independent variable and the dependent
variable is the same or very similar at all values of the control
variable. All additive relationships have a straightforward,
symmetrical quality.
▪ In a set of interaction relationships, the direction or strength of the
relationship between the independent variable and the dependent
variable is different, depending on the value of the control variable.
Crossed lines provide dead giveaway certainty and add visual flair, but
they are not required.
Exercises
Web Resources
Solution Manual for The Essentials of Political Analysis, 6th Edition, Philip H. Pollock, Ba