A method of optimal scaling for multivariate ordinal data and its extensions

This paper develops a method of optimal scaling for multivariate ordinal data, in the framework of a generalized principal component analysis. This method yields a multidimensional configuration of items, a unidimensional scale of category weights for each item and, optionally, a multidimensional configuration of subjects. The computation is performed by alternately solving an eigenvalue problem and executing a quasi-Newton projection method. The algorithm is extended for analysis of data with mixed measurement levels or for analysis with a combined weighting of items. Numerical examples and simulations are provided. The algorithm is discussed and compared with some related methods.Earlier results of this research appeared in Saito and Otsu (1983). The authors would like to acknowledge the helpful comments and encouragement of the editor.     

SPELLING AND EMERGENT PICTURE-PRINTED WORD RELATIONS ESTABLISHED WITH DELAYED IDENTITY MATCHING TO COMPLEX SAMPLES

Students with academic deficits learned delayed matching-to-sample tasks that used complex sample stimuli, each consisting of a picture and a printed word. A touch to the sample complex removed it from the computer display and produced either picture comparisons or a choice pool of letters. If the comparisons were pictures, selecting the picture identical to the preceding sample was reinforced. If the letters appeared, letter-by-letter construction of the preceding printed word sample was reinforced. The procedure engendered new constructed-response spelling performances and arbitrary relations among pictures and printed words in matching to sample. The emergence of relations among different sets of printed words (paired with the same pictures) suggested classes of equivalent stimuli. Outcome tests involving spoken words as sample stimuli suggested expansion of subjects' spelling repertoires and stimulus classes.     

USING STIMULUS EQUIVALENCE PROCEDURES TO TEACH NAME-FACE MATCHING TO ADULTS WITH BRAIN INJURIES

On pretests, 3 men with brain injuries matched dictated names of three therapists to written names, but did not match dictated or written names to photos, produce correct names in response to photos, locate offices given written names, or name therapists on sight. Match-to-sample training established conditional relations between dictated names and photos. Posttests showed the emergence of untrained conditional relations involving photos and written names, indicating development of three classes of equivalent stimuli (each containing a dictated name, photo, and written name). For 1 participant, conditional relations involving photos of office nameplates were also examined, but did not emerge pre- or posttraining. Two participants produced names orally when given photos and sorted written names and faces together after training; the 3rd participant was unavailable for these posttests. After training, 1 participant located and named all three therapists in their offices.     

Functional classes and equivalence relations

Three adult subjects were taught a set of two-choice simultaneous discriminations, with three positive and three negative stimuli; all possible combinations of positive and negative stimuli yielded nine different pairs. The discriminations were repeatedly reversed and rereversed, the former positive stimuli becoming negative and the former negative stimuli becoming positive. With all subjects, a reversal of the contingencies for one pair of stimuli became sufficient to change their responses to all of the other pairs. The reversals had produced functional stimulus classes. Then, all subjects showed conditional discriminations emerging between members of a functional class; given a sample from one class and comparisons from both classes, they selected the comparison that was in the same class as the sample. Next, 2 of the subjects showed that the within-class conditional relations possessed the symmetric and transitive properties of equivalence relations; after having been taught to relate new stimuli to existing class members, the subjects then matched other class members to the new stimuli. Subsequent tests of two-choice discriminations showed that the conditional discriminations had transferred functional class membership to the new stimuli. The 3rd subject, who did not show equivalence relations among functional class members, was also found to have lost the within-class conditional relations after the equivalence tests.     

Conditional relations by monkeys: Reflexivity, symmetry, and transitivity

Two cynomolgous macaques categorized six colors into two groups of three after conditional discrimination training (zero-delay symbolic match-to-sample). The procedures resulted in the establishment of relations among the elements of each set-relations that were not specifically trained and that can be characterized by the properties of reflexivity, symmetry, and transitivity. Each set of colors was related to a characteristic pattern of responding: One response pattern involved temporal duration (press and hold the response keys); the second response pattern entailed repeated pressing and releasing of the response keys (fixed ratio 8). Six combinations of two colors were trained, three combinations from each set. After discriminative performance stabilized for each monkey, they were tested with 10 additional color combinations, all of which differed from the training combinations. The conditional relations established between test combinations can be characterized as stimulus equivalence. The training procedures were analogous to the procedure of using category names, and have implications for understanding the function of language in the formation of equivalence classes.     

A review on equivalence-based procedures to teach food-portion estimation skills

This review involved a systematic analysis of equivalence-based instruction (EBI) that aimed to improve food-size interventions in diverse populations. Systematic searches identified seven studies published since 2010 that met inclusion criteria. These studies were analyzed according to their participants, design, setting, content taught, training structures, training protocol, testing format, treatment integrity, and outcomes. Results showed EBI procedures for teaching food estimation skills have been mostly implemented with adults. The type of content taught in the identified studies included carbohydrate ranges, portion size with food and non-food items, measuring cups and nutritional content of calories. Majority of included studies used one-to-many training structure and simultaneous protocols for teaching stimulus relations. Five studies completed a generalization probe and three studies reported treatment integrity data. Overall, all participants demonstrated skill acquisition of novel relations between food and portion measurement aides. Recommendations for future research and clinical applications of EBI in teaching food portion estimation are presented.     

Penalized optimal scaling for ordinal variables with an application to international classification of functioning core sets

Ordinal data occur frequently in the social sciences. When applying principal component analysis (PCA), however, those data are often treated as numeric, implying linear relationships between the variables at hand; alternatively, non-linear PCA is applied where the obtained quantifications are sometimes hard to interpret. Non-linear PCA for categorical data, also called optimal scoring/scaling, constructs new variables by assigning numerical values to categories such that the proportion of variance in those new variables that is explained by a predefined number of principal components (PCs) is maximized. We propose a penalized version of non-linear PCA for ordinal variables that is a smoothed intermediate between standard PCA on category labels and non-linear PCA as used so far. The new approach is by no means limited to monotonic effects and offers both better interpretability of the non-linear transformation of the category labels and better performance on validation data than unpenalized non-linear PCA and/or standard linear PCA. In particular, an application of penalized optimal scaling to ordinal data as given with the International Classification of Functioning, Disability and Health (ICF) is provided.     

Violations of transitivity: Implications for a theory of contextual choice

Violations of strong stochastic transitivity in concurrent-chains choice were first reported by Navarick and Fantino. In a series of articles, Navarick and Fantino concluded that neither a unidimensional model capable of predicting exact choice probabilities nor a fixed-variable equivalence rule was possible for the concurrent-chains procedure. I show that when choice is modeled contextually (i.e., when preference for a schedule is affected by factors other than the schedule itself, e.g., aspects of the alternative schedule), a unidimensional, exact-choice probability model is possible that both predicts the intransitivities reported by Navarick and Fantino and provides a fixed-variable equivalence rule for the concurrent-chains procedure. The contextual model is an extension of the generalized matching law and violates a key assumption underlying traditional choice models—simple scalability—because of (a) schedule interdependence and (b) bias from procedural contingencies. Therefore, strong stochastic transitivity cannot be expected to hold. Contextual scalability is analyzed to reveal a hierarchy of context effects in choice. Navarick and Fantino's intransitivities can be satisfactorily explained by bias. If attribute sensitivity is context dependent, however, and if there are similarity structures among choice alternatives, the contextual model is shown to be able to predict violations of ordinal preference. Therefore, it may be possible to formulate a deterministic, general psychophysical model of choice as a behavioral alternative to probabilistic, multidimensional choice theories.     

Category discrimination by pigeons using five polymorphous features

Eight pigeons were trained to discriminate between sets of color photographs of natural scenes. The scenes differed along five two-valued dimensions (site, weather, camera distance, camera orientation, and camera height), and all combinations of the feature values were used. One value of each dimension was designated as positive, and slides containing three or more positive feature values were members of the positive stimulus set. Thus, each feature had an equal, low, correlation with reinforcement, and all features had zero correlations with each other. Seven of the 8 pigeons learned this discrimination, and their responding came under the control of all five features. Within the positive and negative stimulus sets, response rates were higher to stimuli that contained more positive feature values. Once discrimination had been achieved, reversal training was given using a subset of the slides. In this subset, only a single feature was correlated with reinforcement. All pigeons learned this reversal successfully and generalized it to additional photographs with the same feature content. After reversal, the original reinforcement contingencies were reinstated, and training was continued using all the slides except those that had been used in reversal. Reversal generalized to these slides to some extent. Analysis of the response rates to individual slides showed that, compared with prereversal training, only the feature that had been subjected to reversal contingencies showed a reversed correlation with response rate. The remaining features showed the same correlation with response rate as they had before reversal training. Thus, reversal on some members of a category following category discrimination training led to generalization to stimuli within the category that were not involved in the reversal, but not to features that were not reversed. It is therefore inappropriate to refer to the pigeons as learning a concept.