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Factor analysis of ordinal items: Old questions, modern solutions?

dc.contributor.authorMarôco, João
dc.date.accessioned2024-10-10T17:21:24Z
dc.date.available2024-10-10T17:21:24Z
dc.date.issued2024
dc.description.abstractFactor analysis, a staple of correlational psychology, faces challenges with ordinal variables like Likert scales. The validity of traditional methods, particularly maximum likelihood (ML), is debated. Newer approaches, like using polychoric correlation matrices with weighted least squares estimators (WLS), offer solutions. This paper compares maximum likelihood estimation (MLE) with WLS for ordinal variables. While WLS on polychoric correlations generally outperforms MLE on Pearson correlations, especially with nonbell-shaped distributions, it may yield artefactual estimates with severely skewed data. MLE tends to underestimate true loadings, while WLS may overestimate them. Simulations and case studies highlight the importance of item psychometric distributions. Despite advancements, MLE remains robust, underscoring the complexity of analyzing ordinal data in factor analysis. There is no one-size-fits-all approach, emphasizing the need for distributional analyses and careful consideration of data characteristics.pt_PT
dc.description.versioninfo:eu-repo/semantics/publishedVersionpt_PT
dc.identifier.citationMarôco, J. (2024). Factor analysis of ordinal items: Old questions, modern solutions? Stats, 7(3), 984–1001. https://doi.org/10.3390/stats7030060pt_PT
dc.identifier.doi10.3390/stats7030060pt_PT
dc.identifier.issn2571905X
dc.identifier.urihttp://hdl.handle.net/10400.12/9985
dc.language.isoengpt_PT
dc.peerreviewedyespt_PT
dc.publisherMDPI Multidisciplinary Digital Publishing Institutept_PT
dc.rights.urihttp://creativecommons.org/licenses/by/4.0/pt_PT
dc.subjectFactor analysispt_PT
dc.subjectOrdinal itemspt_PT
dc.subjectMaximum likelihoodpt_PT
dc.subjectPolychoric correlationspt_PT
dc.subjectWeighted least squarespt_PT
dc.titleFactor analysis of ordinal items: Old questions, modern solutions?pt_PT
dc.typejournal article
dspace.entity.typePublication
oaire.citation.conferencePlaceSwitzerlandpt_PT
oaire.citation.endPage1001pt_PT
oaire.citation.issue3pt_PT
oaire.citation.startPage984pt_PT
oaire.citation.titleStatspt_PT
oaire.citation.volume7pt_PT
rcaap.rightsopenAccesspt_PT
rcaap.typearticlept_PT

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