Recent Developments in the Factor Analysis of Categorical Variables

Despite known shortcomings of the procedure, exploratory factor analysis of dichotomous test items has been limited, until recently, to unweighted analyses of matrices of tetrachoric correlations. Superior methods have begun to appear in the literature, in professional symposia, and in computer programs. This paper places these developments in a unified framework, from a review of the classical common factor model for measured variables through generalized least squares and marginal maximum likelihood solutions for dichotomous data. Further extensions of the model are also reported as work in progress.

[1]  F. Lord A theory of test scores. , 1952 .

[2]  K. Jöreskog Simultaneous factor analysis in several populations , 1971 .

[3]  A. E. Maxwell,et al.  Factor Analysis as a Statistical Method. , 1964 .

[4]  Suzanne Winsberg,et al.  FITTING ITEM CHARACTERISTIC CURVES WITH SPLINE FUNCTIONS , 1984 .

[5]  A. Mooijaart Two Kinds of Factor Analysis For Ordered Categorical Variables. , 1983, Multivariate behavioral research.

[6]  Ronald K. Hambleton,et al.  LATENT TRAIT MODELS AND THEIR USE IN THE ANALYSIS OF EDUCATIONAL TEST DATA1,2,3 , 1977 .

[7]  M. Browne Generalized Least Squares Estimators in the Analysis of Covariance Structures. , 1973 .

[8]  D. R. Divgi Calculation of the tetrachoric correlation coefficient , 1979 .

[9]  P. Rosenbaum Testing the conditional independence and monotonicity assumptions of item response theory , 1984 .

[10]  B. Muthén A general structural equation model with dichotomous, ordered categorical, and continuous latent variable indicators , 1984 .

[11]  H. B. Heywood,et al.  On finite sequences of real numbers , 1931 .

[12]  R. Mislevy Estimating latent distributions , 1984 .

[13]  Karl G. Jöreskog,et al.  Analyzing psychological data by structural analysis of covariance matrices , 1974 .

[14]  D. Sörbom A GENERAL METHOD FOR STUDYING DIFFERENCES IN FACTOR MEANS AND FACTOR STRUCTURE BETWEEN GROUPS , 1974 .

[15]  A. Goldberger,et al.  Factor analysis by generalized least squares , 1972 .

[16]  P. Suppes,et al.  Contemporary Developments in Mathematical Psychology , 1976 .

[17]  J. Ware,et al.  Applications of Statistics , 1978 .

[18]  C. Jensema A Simple Technique for Estimating Latent Trait Mental Test Parameters , 1976 .

[19]  B. Wright,et al.  Best test design , 1979 .

[20]  R. Darrell Bock,et al.  Fitting a response model forn dichotomously scored items , 1970 .

[21]  John B. Carroll,et al.  The effect of difficulty and chance success on correlations between items or between tests , 1945 .

[22]  Sik-Yum Lee A bayesian approach to confirmatory factor analysis , 1981 .

[23]  Jay Magidson,et al.  Advances in factor analysis and structural equation models , 1979 .

[24]  K. Jöreskog Some contributions to maximum likelihood factor analysis , 1967 .

[25]  J. Guilford The difficulty of a test and its factor composition , 1941 .

[26]  Anders Christoffersson,et al.  Factor analysis of dichotomized variables , 1975 .

[27]  P. Whittle,et al.  Latent Variables in Socio‐Economic Models , 1978 .

[28]  T. W. Anderson An Introduction to Multivariate Statistical Analysis , 1959 .

[29]  R. D. Bock,et al.  Marginal maximum likelihood estimation of item parameters: Application of an EM algorithm , 1981 .

[30]  F. Drasgow,et al.  The polyserial correlation coefficient , 1982 .

[31]  J. C. Gower,et al.  Factor Analysis as a Statistical Method. 2nd ed. , 1972 .

[32]  J. Tukey,et al.  Multiple-Factor Analysis , 1947 .

[33]  D. Bartholomew Foundations of factor analysis: some practical implications , 1985 .

[34]  Bengt Muthén,et al.  A Structural Probit Model with Latent Variables , 1979 .

[35]  F. Lord Applications of Item Response Theory To Practical Testing Problems , 1980 .

[36]  B. Muthén Contributions to factor analysis of dichotomous variables , 1978 .

[37]  K. Jöreskog A general approach to confirmatory maximum likelihood factor analysis , 1969 .

[38]  T. W. Anderson,et al.  An Introduction to Multivariate Statistical Analysis , 1959 .

[39]  Werner Stegelmann,et al.  Expanding the rasch model to a general model having more than one dimension , 1983 .

[40]  H. Harman Modern factor analysis , 1961 .

[41]  Bert F. Green Evaluation Plan for the Computerized Adaptive Vocational Aptitude Battery , 1982 .

[42]  Roderick P. McDonald,et al.  DIFFICULTY FACTORS IN BINARY DATA , 1974 .

[43]  A. Stroud,et al.  Gaussian quadrature formulas , 1966 .

[44]  R. D. Bock,et al.  Marginal maximum likelihood estimation of item parameters , 1982 .

[45]  D. Lawley,et al.  XXIII.—On Problems connected with Item Selection and Test Construction , 1943, Proceedings of the Royal Society of Edinburgh. Section A. Mathematical and Physical Sciences.

[46]  D. Lawley,et al.  X.—The Factorial Analysis of Multiple Item Tests , 1944, Proceedings of the Royal Society of Edinburgh. Section A. Mathematical and Physical Sciences.

[47]  M. R. Novick,et al.  Statistical Theories of Mental Test Scores. , 1971 .

[48]  David J. Bartholomew The foundations of factor analysis , 1984 .