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Carol Baron

Surveys and scales are essential tools for furthering research in the equality, diversity and inclusion (EDI) field, particularly in the area of inclusion in the workplace. There is both an art and a science to survey and scale development, melding constructivism with postpositivism. This chapter discusses the emergence of online survey data collection technology, the placement of potential scale items within the survey instrument, guidelines for survey and scale development, and the relationship of survey research and scale building to mixed methodology study designs. Details related to creating strong conversational survey instruments and study designs are described, and a survey example illustrates these principals. The survey section is followed by a review of the fundamental steps related to building and validating scales through exploratory and confirmatory factor analyses. Factor analysis processes are described and issues related to defining constructs, developing potential scale items, response scale options and reliability are discussed.