Notes on Correlational Approach in Research

Introduction

  • The correlational approach is defined as a non-experimental research method that studies the relationship between two or more variables and assesses the statistical relationship between them with little or no effort to control extraneous variables (APA).

  • Francis Galton (1888–1911) is regarded as the founder of the idea of correlation; English psychologist and statistician.

  • In daily life, we observe associations: when one aspect increases, another may increase or decrease, or vice versa.

  • Examples:

    • Temperature rise → ice cream sales increase.

    • Higher occupational stress among employees → performance may decrease.

History and Background

  • Roots of correlation:

    • Mathematics (probability): Blaise Pascal and Pierre de Fermat.

    • Astronomy: astronomers measuring planetary positions; averaging measurements to reduce errors.

  • Francis Galton (1888): founder of correlation; heredity and height experiments showed tall parents → tall children but not as tall on average; short parents → short children but not as short on average; introduced the idea of regression to the mean and correlation.

  • Karl Pearson: Galton’s student; sought a unit-free measure between -1 and +1; introduced the correlation coefficient r (Pearson product-moment correlation):

    r=(xxˉ)(yyˉ)(xxˉ)2  (yyˉ)2r = \frac{\sum (x - \bar{x})(y - \bar{y})}{\sqrt{\sum (x - \bar{x})^2 \; \sum (y - \bar{y})^2}}

    • This r is a unit-free measure bounded by -1 and +1.

  • Charles Spearman (1904): used correlation to study intelligence; developed factor analysis.

  • 1920s–1930s: correlation used in social psychology to study attitudes and traits; Thurstone developed attitude scales based on correlational techniques.

  • Mid 20th century: correlation central to survey research in studying prejudice, attitudes, and behavior; Richard LaPiere’s experiment explored whether attitudes matched behavior.

Characteristics

  • Non-Experimental Correlational research: a non-experimental method where investigators do not modify factors; they analyze and examine relationships among variables without changing them.

  • Backward-Looking Correlational study: looks back at historical information to observe past trends; may identify long-term patterns; links observed may shift in future years.

  • Dynamic Correlational study: relationships between two factors are not static and can evolve over time due to various causes; a negative relationship previously observed may become positive later.

Advantages

  • Useful when exploratory manipulation is inappropriate or unethical (e.g., certain studies in humans).

  • Quick identification of the statistical link between two variables using a suitable methodology.

  • Generally shorter in time and cheaper than experimental research; advantageous with limited funds or small research teams and a small number of variables.

  • Allows data collection via brief surveys or multiple approaches, enabling rapid data gathering from a small sample.

Types of Correlation

  • Direction of Change:

    • Positive correlation: Variables move in the same direction (both increase or both decrease).

    • Negative correlation: Variables move in opposite directions (one increases, other decreases).

    • Zero correlation: No apparent relationship.

  • Ratio of Variables:

    • Linear correlation: Constant rate of change.

    • Non-linear (curvilinear) correlation: Non-constant rate of change.

  • Number of Variables Involved:

    • Simple correlation: Between two variables.

    • Partial correlation: Between two variables, holding others constant.

    • Multiple correlation: Among three or more variables simultaneously.

  • Based on the ratio of variables:

    • Linear correlation: constant rate of change in one variable with respect to the other.

    • Non-linear (curvilinear) correlation: the relationship is not a constant rate of change.

  • Based on the number of variables involved:

    • Simple correlation: between two variables.

    • Partial correlation: between two variables while holding other variables constant.

    • Multiple correlation: among three or more variables simultaneously.

Scales Used in Correlational Research

  • Correlational studies often use psychological scales to measure variables, with emphasis on validity and reliability (psychometrics).

  • Nominal Scale: categories with no inherent order (e.g., gender, religion, yes/no).

    • Correlation tests: Chi-square, Phi coefficient.

  • Ordinal Scale: ordered categories, distances not necessarily equal (e.g., ranks, satisfaction levels).

    • Correlation tests: Spearman’s rank correlation.

  • Interval Scale: ordered, equal distances, but no true zero (e.g., Celsius temperature, IQ scores).

    • Correlation tests: Pearson’s r, regression.

  • Ratio Scale: ordered, equal distances, and a true zero (e.g., age, income, height).

    • Correlation tests: Pearson’s r, regression, path analysis.

Examples of Scales in Social/Applied Psychology

  • Likert Scale: measures attitudes (e.g., 1 = strongly disagree to 5 = strongly agree).

  • Beck Depression Inventory (BDI): measures depression levels.

  • Rosenberg Self-Esteem Scale: measures self-esteem.

  • Perceived Stress Scale (PSS): measures stress levels.

  • These scales produce quantitative data that can be correlated with each other to understand patterns of relationships (correlation) and, with additional analyses, potential causation considerations.

Correlation and Causation

  • Correlation indicates the direction and strength of the relationship between two or more variables but does not imply causation.

  • Causation requires demonstrating a cause-effect relationship with evidence; correlation alone may be due to third variables or alternative explanations.

  • Example: Correlation between Sense of Purpose and FOMO can exist, but establishing causation would require additional analysis (e.g., controlling for third variables such as screen time, self-esteem) and potentially factor analysis.

  • Examples

    • Correlation study: illness representations and coping styles in caregivers for individuals with schizophrenia; result: slightly correlated; method: correlational descriptive.

  • Motivation and Emotion – The effect of Stress on Health (Holmes & Rahe, 1967): psychosomatic research; results: strong positive correlation between stress and illness.

  • A study about babies crying and being held (APA dictionary): holding more correlates with less crying; negative correlation.

Applications

  • Correlational approaches are widely used in psychology, education, health, and social sciences because they allow researchers to explore natural relationships without manipulating variables.

  • Main applications:
    1) Identifying relationships between variables (e.g., relationship between social media use and self-esteem in teenagers).
    2) Predicting outcomes (strong correlations can help predict the other variable; e.g., high correlation between college entrance scores and academic performance for admissions predictions).
    3) Studying variables that can’t be manipulated ethically or practically (age, IQ, trauma history) – e.g., childhood adversity and adult mental health.
    4) Exploring health and clinical patterns (e.g., relationship between stress and blood pressure).
    5) Early-stage research (exploratory phase to detect patterns before experiments, e.g., loneliness and depression leading to further experiments).
    6) Educational and workplace applications (to improve learning and productivity; e.g., correlation between study habits and exam performance; correlation between job satisfaction and employee turnover).

Limitations

  • No Causality: correlation does not prove causation; two related factors may be causally linked in either direction or due to a third variable.

  • Third Variable Problem: hidden factors may explain the relationship (e.g., ice cream sales and drownings both rise in summer due to temperature).

  • Directionality Problem: cannot determine which variable influences the other.

  • Over-interpretation Risk: findings may be exaggerated as implying causation when they do not.

  • Limited Control: researchers observe variables as they occur naturally; confounding factors may distort results (e.g., when studying screen time and academic performance, factors like parental involvement, teaching quality, or socio-economic background may be responsible).

Summary / Conclusion

  • The correlation approach studies the relationship between variables without manipulating them.

  • Foundational figures include Sir Francis Galton, Karl Pearson, and Charles Spearman, who advanced its scientific application.

  • Widely used across psychology, education, health, and social sciences to identify patterns and make predictions.

  • It has limitations: correlation cannot establish causation and may be influenced by third variables or other factors.

  • Overall, it is a valuable exploratory tool when used cautiously.