Factor analyzing ordinal items requires substantive knowledge of response marginals.

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  • Author(s): Grønneberg S;Grønneberg S; Foldnes N; Foldnes N
  • Source:
    Psychological methods [Psychol Methods] 2024 Feb; Vol. 29 (1), pp. 65-87. Date of Electronic Publication: 2022 May 19.
  • Publication Type:
    Review; Journal Article
  • Language:
    English
  • Additional Information
    • Source:
      Publisher: American Psychological Association Country of Publication: United States NLM ID: 9606928 Publication Model: Print-Electronic Cited Medium: Internet ISSN: 1939-1463 (Electronic) Linking ISSN: 1082989X NLM ISO Abbreviation: Psychol Methods Subsets: MEDLINE
    • Publication Information:
      Original Publication: Washington, DC : American Psychological Association, c1996-
    • Subject Terms:
    • Abstract:
      In the social sciences, measurement scales often consist of ordinal items and are commonly analyzed using factor analysis. Either data are treated as continuous, or a discretization framework is imposed in order to take the ordinal scale properly into account. Correlational analysis is central in both approaches, and we review recent theory on correlations obtained from ordinal data. To ensure appropriate estimation, the item distributions prior to discretization should be (approximately) known, or the thresholds should be known to be equally spaced. We refer to such knowledge as substantive because it may not be extracted from the data, but must be rooted in expert knowledge about the data-generating process. An illustrative case is presented where absence of substantive knowledge of the item distributions inevitably leads the analyst to conclude that a truly two-dimensional case is perfectly one-dimensional. Additional studies probe the extent to which violation of the standard assumption of underlying normality leads to bias in correlations and factor models. As a remedy, we propose an adjusted polychoric estimator for ordinal factor analysis that takes substantive knowledge into account. Also, we demonstrate how to use the adjusted estimator in sensitivity analysis when the continuous item distributions are known only approximately. (PsycInfo Database Record (c) 2024 APA, all rights reserved).
    • Publication Date:
      Date Created: 20220519 Date Completed: 20240227 Latest Revision: 20240227
    • Publication Date:
      20240227
    • Accession Number:
      10.1037/met0000495
    • Accession Number:
      35588076