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DEPENDENT AND INDEPENDENT VARIABLES 505<br />

influenced how much homework they did – the<br />

higher the marks, the more they were motivated to<br />

doing mathematics homework; (e) the increase in<br />

homework increased the students’ motivation for<br />

mathematics and this, in turn may have caused the<br />

increase in the mathematics test; (f) the students<br />

were told that if they did not perform well on the<br />

test then they would be punished, in proportion<br />

to how poorly they scored.<br />

What one can observe here is important. In<br />

respect of (a), there are other extraneous variables<br />

which have to be factored into the causal<br />

relationship (i.e. in addition to the homework).<br />

In respect of (b), the assumed relationship is not<br />

really present; behind the coincidence of the rise<br />

in homework and the rise in the test result is<br />

a stronger causal relationship of the liking of<br />

the subject and the teacher which caused the<br />

students to work hard, a by-product of which<br />

was the rise in test scores. In respect of (c), an<br />

intervening variable was at work (a variable which<br />

affected the process of the test but which was not<br />

directly observed, measured or manipulated). In<br />

respect of (d) and (e), in fact the test caused the<br />

increase in homework, and not vice versa, i.e.<br />

the direction of causality was reversed. In respect<br />

of (f), the amount of increase was negatively<br />

correlated with the amount of punishment: the<br />

greater the mark, the lesser the punishment.<br />

In fact, what may be happening here is that<br />

causality may be less in a linear model and more<br />

multidirectional and multirelated, more like a web<br />

than a line.<br />

This example indicates a range of issues in<br />

the discussion of dependent and independent<br />

variables:<br />

The direction of causality is not always clear:<br />

an independent variable may, in turn, become<br />

a dependent variable and vice versa.<br />

The direction of causality may be bidirectional.<br />

Assumptions of association may not be<br />

assumptions of causality.<br />

There may be a range of other factors that have<br />

abearingonanoutcome.<br />

There may be causes (independent variables)<br />

behind the identified causes (independent<br />

<br />

<br />

<br />

<br />

variables) that have a bearing on the<br />

dependent variable.<br />

The independent variable may cause something<br />

else, and it is the something else that<br />

causes the outcome (dependent variable).<br />

Causality may be non-linear rather than linear.<br />

The direction of the relationship may be<br />

negative rather than positive.<br />

The strength/magnitude of the relationship<br />

may be unclear.<br />

Many statistics operate with dependent and<br />

independent variables (e.g. experiments using<br />

t-tests and analysis of variance, regression<br />

and multiple regression); others do not (e.g.<br />

correlational statistics, factor analysis). If one uses<br />

tests which require independent and dependent<br />

variables, great caution has to be exercised in<br />

assuming which is or is not the dependent or<br />

independent variable, and whether causality is as<br />

simple as the test assumes. Further, many statistical<br />

tests are based on linear relationships (e.g.<br />

correlation, regression and multiple regression,<br />

factor analysis) when, in fact, the relationships<br />

may not be linear (some software programs, e.g.<br />

SPSS, have the capability for handling nonlinear<br />

relationships). The researcher has to make<br />

a fundamental decision about whether, in fact,<br />

the relationships are linear or non-linear, and<br />

select the appropriate statistical tests with these<br />

considerations in mind.<br />

To draw these points together, the researcher<br />

will need to consider:<br />

What scales of data are there<br />

Are the data parametric or non-parametric<br />

Are descriptive or inferential statistics<br />

required<br />

Do dependent and independent variables need<br />

to be identified<br />

Are the relationships considered to be linear<br />

or non-linear<br />

The prepared researcher will need to consider the<br />

mode of data analysis that will be employed. This<br />

is very important as it has a specific bearing on<br />

the form of the instrumentation. For example,<br />

a researcher will need to plan the layout and<br />

Chapter 24

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