探索性因素分析、目标旋转与因素结构的一致性

在因素结构水平上评估跨群体的一致性是在心理学研究中常常遇见的一个问题,对此问题的解答,可以选择探索性因素分析→目标旋转→一致性评估这一途径。本文首先介绍正交目标旋转的简单原理,然后介绍其在心理研究中的应用以及相关软件和程序。目标旋转之后,结构一致性的量化可以采用一致性系数等指标,这些指标可采用一定的实证分布、近似处理或经验标准进行统计检验。之后采用一项实证数据,演示探索性因素分析、目标旋转以及结构一致性的评估方法。     

探索性因子分析及其在应用中存在的主要问题

探索性因子分析的发展非常迅速,已成为教育与社会心理学领域中最常用的统计方法之一。本文全面介绍了探索性因子分析的基本原理,阐述了其发生的机制及基本过程,对其在教育、心理领域应用中存在的问题进行了总结,并针对应用中样本容量和观测变量数目不够、因子求解方法的误用、因子数目的确定标准及因子旋转中存在的问题、因子值缺乏重复验证性、研究结果呈现形式不规范、过于依赖SPSS、缺乏主动性等问题提出了一些相应的建议。     

探索性因素分析——最近10年的评述

目的：(1)介绍国外心理统计学界对探索性因素分析中几个重大问题的基本观点;(2)系统地评述过去10年里(1991～2000年)我国心理学研究对这一技术的使用情况;(3)强调运用这一技术时值得注意的一些事项,以期这一技术对我国心理学研究发挥更大的作用。方法：作检索了《心理学报》和《心理科学》在1991～2000年间与探索性因素分析有关的章,对其中以探索性因素分析为主要研究方法的重点章(feature article)进行了编码,统计了频数及百分比分布。结果：我国心理学研究在积极使用探索性因素分析这一先进统计技术时还存在一些问题,主要表现在：(1)在确定因素个数时,倾向于机械地依靠桌个单一方法来作决定,(2)大量使用正交旋转,(3)过于依赖SPSS,(4)对因素分析过程中的重要信息／结果报告不够。结论：探索性因素分析在过去十年得到了广泛的应用,如能吸收国外同行的一些观点,探索性因素分析这一技术在我国心理学研究中必将获得更广泛有效的应用。     

目标刺激的熟悉度和呈现角度对情绪启动的影响

本研究初步考察目标刺激的熟悉度和呈现角度对情绪启动的影响。研究采用女性面孔图片作为实验材料,随机选取30名大学生被试进行实验,采用重复测量方差分析对数据进行统计分析。结果发现:当目标刺激为熟悉图片时,出现了情绪启动效应;当目标刺激为不熟悉的图片时,未发现情绪启动效应;目标刺激的呈现角度对情绪启动效应没有影响。     

Model Fit and Item Factor Analysis: Overfactoring,Underfactoring, and a Program to Guide Interpretation

In exploratory item factor analysis (IFA), researchers may use model fit statistics and commonly invoked fit thresholds to help determine the dimensionality of an assessment. However, these indices and thresholds may mislead as they were developed in a confirmatory framework for models with continuous, not categorical, indicators. The present study used Monte Carlo simulation methods to investigate the ability of popular model fit statistics (chi-square, root mean square error of approximation, the comparative fit index, and the Tucker–Lewis index) and their standard cutoff values to detect the optimal number of latent dimensions underlying sets of dichotomous items. Models were fit to data generated from three-factor population structures that varied in factor loading magnitude, factor intercorrelation magnitude, number of indicators, and whether cross loadings or minor factors were included. The effectiveness of the thresholds varied across fit statistics, and was conditional on many features of the underlying model. Together, results suggest that conventional fit thresholds offer questionable utility in the context of IFA.     

大学生学校适应性简明问卷的编制与验证

该研究旨在探讨当前大学生学校适应性的结构维度并编制简明评定问卷,运用了探索性因素分析和验证性因素分析的方法。结果表明,我国大学生学校适应性的结构维度包括四个方面的内容,分别是学习能力适应、人际关系适应、学校政治适应、学校文化适应。研究结果还显示,大学生学校适应性评定问卷具有良好的信度和效度指标,问卷的α系数达到0.80,探索性因素分析中总方差解释量达到62.89%,验证性因素分析的各项指标均达到理想水平。     

Selection of variables in exploratory factor analysis: An empirical comparison of a stepwise and traditional approach

The purpose of this study was to investigate and compare the performance of a stepwise variable selection algorithm to traditional exploratory factor analysis. The Monte Carlo study included six factors in the design; the number of common factors; the number of variables explained by the common factors; the magnitude of factor loadings; the number of variables not explained by the common factors; the type of anomaly evidenced by the poorly explained variables; and sample size. The performance of the methods was evaluated in terms of selection and pattern accuracy, and bias and root mean squared error of the structure coefficients. Results indicate that the stepwise algorithm was generally ineffective at excluding anomalous variables from the factor model. The poor selection accuracy of the stepwise approach suggests that it should be avoided.     

Multilevel Factor Analysis: Reporting Guidelines and a Review of Reporting Practices

We provide reporting guidelines for multilevel factor analysis (MFA) and use these guidelines to systematically review 72 MFA applications in journals across a range of disciplines (e.g., education, health/nursing, management, and psychology) published between 1994 and 2014. Results are organized in terms of the (a) characteristics of the MFA application (e.g., construct measured), (b) purpose (e.g., measurement validation), (c) data source (e.g., number of cases at Level 1 and Level 2), (d) statistical approach (e.g., maximum likelihood), and (e) results reported (e.g., intraclass correlations for indicators and latent variables, standardized factor loadings, fit indices). Results from this review have implications for applied researchers interested in expanding their approaches to psychometric analyses and construct validation within a multilevel framework and for methodologists using Monte Carlo methods to explore technical and methodological issues grounded in realistic research design conditions.     

Development of the Inventory of College Students' Resilience and evaluating the measurement invariance

In order to help students adapt well to stressful situations or adversity, many researchers have explored the issue of students' resilience. The main purpose of this study was to develop the Inventory of College Students' Resilience (ICSR), for assessing resilience of college students. The present study recruited 993 participants to conduct item analysis, exploratory factor analysis and reliability analysis. We then administered the questionnaire to another 1490 participants in order to conduct confirmatory factor analysis and assess criterion-related validity. The results showed the proposed model fit the data well and the ICSR had both internal consistency and criterion-related validity. The ICSR was also found to have measurement invariance across gender. We conclude that the ICSR can help students to identify strengths and weaknesses in order to reinforce their resilience and improve their response to life stress and trauma.     

青少年与同伴自我表露问卷的编制

从青少年与同伴自我表露的主题入手,以文献研究和已有问卷为基础,结合开放式问卷所获资料,编制青少年与同伴自我表露问卷。对917名青少年进行了施测,对调查数据进行探索性因素分析和验证性因素分析。探索性因素分析结果表明,青少年与同伴自我表露的主题包括亲子关系、身体发育、兴趣爱好、亲密友谊、学习情况、学校经历和观点态度7个方面;验证性因素分析结果表明,所提取的7个因素与构想模型拟合较好,自编的青少年与同伴自我表露问卷的信、效度均达到心理测量学的要求     

中小学生感觉寻求量表的编制与应用

通过文献分析和实证研究,构建了中小学生感觉寻求的理论维度,并据此编制了中小学生感觉寻求的测量量表。以14,560名中小学生为有效被试,对量表进行了探索性因素分析和验证性因素分析后表明:中小学生感觉寻求包含两个维度,即兴奋与冒险寻求、去抑制,所构建的中小学生感觉寻求理论体系比较合理,中小学生感觉寻求量表具有较好的信度和效度,可以作为中小学生感觉寻求研究的测量工具。我国中小学生感觉寻求特点同国外研究结果表现出大体相同趋势。兴奋与冒险寻求、去抑制,以及综合感觉寻求水平,男生均显著高于女生。从年级发展趋势看,中小学生感觉寻求水平总体上逐年增高。     

Standard errors for the class of orthomax-rotated factor loadings: Some matrix results

The partial derivative matrices of the class of orthomax-rotated factor loadings with respect to the unrotated maximum likelihood factor loadings are derived. The reported results are useful for obtaining standard errors of the orthomax-rotated factor loadings, with or without row normalization (standardization) of the initial factor loading matrix for rotation. Using a numerical example, we verify our analytic formulas by comparing the obtained standard error estimates with that from some existing methods. Some advantages of the current approach are discussed.Authorship is determined by alphabetical order. The authors contributed equally to the research. Kentaro Hayashi is now at the Department of Mathematics, Bucknell University, Lewisburg, PA 17837 (email: khayashi@Bucknell.edu). Yiu-Fai Yung is now at the SAS Institute, Inc., SAS Campus Drive, Cary, NC 27513 (email: yiyung@wnt.sas.com).Part of the research was completed while Yiu-Fai Yung was a visiting scholar at the Department of Psychology, the Ohio State University. The visit was supported in part by grant N4856118101 from the NIMH and the Mason and Linda Stephenson Travel Award from the Department of Psychology, University of North Carolina at Chapel Hill. The authors are grateful to Michael Browne who suggested some relevant references and provided valuable comments on the research, and to Robert Cudeck who provided the FAS program for the numerical comparison. The expert comments by the reviewers are deeply appreciated.     

平行分析在探索性因素分析中的应用

平行分析是探索性因素分析中用来确定所保留的凶子个数的一种方法。探索性因素分析中常用的确定因子个数的方法有特征值大于1准则和碎石图,但这两种方法又各有不足。平行分析则为探索性因素分析中所保留因子个数的确定提供了另一种新思路。本文详细介绍了平行分析的步骤、潜在逻辑以及进行平行分析所用的软件,并通过实例来说明其在探索性因素分析中如何应用。     

The Illness/Injury Sensitivity Index: Validation of a German Version of the ISI-R

Three fundamental fears—anxiety sensitivity, fear of negative evaluation, and illness/injury sensitivity—are considered integral components of anxiety-related psychopathology and also bear connections with chronic pain. Scales measuring the first two fears, the Anxiety Sensitivity Index and the Fear of Negative Evaluation Scale, have been translated into German; however, the nine-item Illness/Injury Sensitivity Index-Revised (ISI-R) that measures fears of injury and illness has not been available in German language yet. The aim of this study therefore was a translation of the ISI-R into German language and an initial validation of the translated scale in two different samples. The German ISI-R was translated by both professionals and laypersons, and a final version was decided on by consensus. In Study 1, participants included 96 undergraduate students (85% women) who completed the German version of the ISI as part of a larger study. An exploratory factor analysis with oblique rotation was conducted and suggested a two-factor-solution with one factor representing fears of illness and the other fears of injury. This factor structure was confirmed via a confirmatory factor analysis (CFA) in Study 2. Participants included 117 community members (79% women). Convergent validity was supported using a visual analogue scale for fear of illness in both samples and the German translation of the Whiteley Index in Study. Overall, the results supported the German translation of the ISI-R. Comprehensive results, limitations, and directions for future research are discussed.     

A comparative assessment of the factor structures and psychometric properties of the GHQ-12 and the GHQ-20 based on data from a Finnish population-based sample

The General Health Questionnaire (GHQ) is a self-report questionnaire designed to identify psychological distress. Psychometric properties of two versions of GHQ-12 and GHQ-20 were assessed in a large population-based sample of Finnish twins, ages 22 to 27 (n= 4580). Participants were randomized into two subgroups, namely Twin1 (n= 2294) and Twin2 (n= 2286). The GHQ-12 data were assessed using Confirmatory Factor Analysis (CFA). The factor structure of the GHQ-20 was first assessed with Exploratory Factor Analysis (EFA) in the Twin1 dataset, and the results obtained were then subjected to CFA in Twin1 and Twin2 datasets. The CFA of the GHQ-12 indicated that the best fit and the simplest solution were provided by the three-factor solution in both subpopulations. Analyses of the GHQ-20 suggested that the four-factor structure was superior to the three-factor model. This result is also theoretically justifiable. Compared to the 12-item version, GHQ-20 provides additional fourth factor of anhedonia, suggesting some discriminative power.     

企业员工组织政治认知量表的构建

应用自行研制的组织政治认知调查问卷,通过对29家企业员工共1647名被试的调查,对组织政治认知结构维度进行了探讨。探索性因素分析结果表明,组织政治认知由三个因素构成。三因素结构的结果在验证性因素分析中得到了验证。由此得出结论,组织政治认知有三维结构：自利行为、薪酬与晋升和同事关系。最后,对组织政治认知维度构成和内容进行了讨论     

Psychometric Evaluation of the Career Decision Scale With Iranian Undergraduate Students

The authors examined the reliability and construct validity of the Career Decision Scale (Osipow, Carney, & Barak, 1976 ) with 1,610 freshman and sophomore students from public universities from a southwestern state in Iran. A Cronbach's alpha of .80 provided strong support for the scale's reliability. Exploratory factor analysis results indicated a 2‐factor model (Diffusion and Internal/External Barriers) of the scale with Iranian students, which was confirmed by confirmatory factor analysis. Implications and recommendations for further research are discussed.