Improving Your Exploratory Factor Analysis for Ordinal Data: A Demonstration Using FACTOR

Exploratory factor analysis (EFA) methods are used extensively in the field of assessment and evaluation. Due to EFA's widespread use, common methods and practices have come under close scrutiny. A substantial body of literature has been compiled highlighting problems with many of the methods a...

Full description

Saved in:
Bibliographic Details
Published inPractical assessment, research & evaluation Vol. 19; no. 5; pp. 5 - 18
Main Author Baglin, James
Format Journal Article
LanguageEnglish
Published College Park Practical Assessment, Research and Evaluation, Inc 2014
Center for Educational Assessment
Subjects
Online AccessGet full text
ISSN1531-7714
1531-7714

Cover

Loading…
Abstract Exploratory factor analysis (EFA) methods are used extensively in the field of assessment and evaluation. Due to EFA's widespread use, common methods and practices have come under close scrutiny. A substantial body of literature has been compiled highlighting problems with many of the methods and practices used in EFA, and, in response, many guidelines have been proposed with the aim to improve application. Unfortunately, implementing recommended EFA practices has been restricted by the range of options available in commercial statistical packages and, perhaps, due to an absence of clear, practical 'how-to' demonstrations. Consequently, this article describes the application of methods recommended to get the most out of your EFA. The article focuses on dealing with the common situation of analysing ordinal data as derived from Likert-type scales. These methods are demonstrated using the free, stand-alone, easy-to-use and powerful EFA package FACTOR (http://psico.fcep.urv.es/utilitats/factor/, Lorenzo-Seva & Ferrando, 2006). The demonstration applies the recommended techniques using an accompanying dataset, based on the Big 5 personality test. The outcomes obtained by the EFA using the recommended procedures through FACTOR are compared to the default techniques currently available in SPSS.
AbstractList Exploratory factor analysis (EFA) methods are used extensively in the field of assessment and evaluation. Due to EFA's widespread use, common methods and practices have come under close scrutiny. A substantial body of literature has been compiled highlighting problems with many of the methods and practices used in EFA, and, in response, many guidelines have been proposed with the aim to improve application. Unfortunately, implementing recommended EFA practices has been restricted by the range of options available in commercial statistical packages and, perhaps, due to an absence of clear, practical 'how-to' demonstrations. Consequently, this article describes the application of methods recommended to get the most out of your EFA. The article focuses on dealing with the common situation of analysing ordinal data as derived from Likert-type scales. These methods are demonstrated using the free, stand-alone, easy-to-use and powerful EFA package FACTOR (http://psico.fcep.urv.es/utilitats/factor/, Lorenzo-Seva & Ferrando, 2006). The demonstration applies the recommended techniques using an accompanying dataset, based on the Big 5 personality test. The outcomes obtained by the EFA using the recommended procedures through FACTOR are compared to the default techniques currently available in SPSS.
Author Baglin, James
Author_xml – sequence: 1
  givenname: James
  surname: Baglin
  fullname: Baglin, James
BackLink http://eric.ed.gov/ERICWebPortal/detail?accno=EJ1031268$$DView record in ERIC
BookMark eNpNj0FLwzAcxYNMcJt-BCHguZDkn6att9K1OhkUZDvsVNI2kY62qUkn7tsbmQdP7z0e78FvhRajGdUNWtIQaBBFlC_--Tu0cu5ECANgbImO22Gy5qsbP_DRnC3Ov6feWDkbe8GFbLzidJT9xXUOax9K23Y-442c5TNO8UYNZnSzX3RmxAf3e1Sk2b58v0e3WvZOPfzpGh2KfJ-9BrvyZZulu0BRRuZAtDTWhHOpgYiEhXXNa5BQU8ViBVwLHasojDjETQ0tbeJQ8joRqiWi0UoTWKPH66-yXVNNthukvVT5GyVAmYh9_3TtPefnWbm5OnlQz-AqBkJEiWAc4AdxtVnf
ContentType Journal Article
Copyright 2014. Notwithstanding the ProQuest Terms and Conditions, you may use this content in accordance with the associated terms available at https://scholarworks.umass.edu/pare/policies.html
Copyright_xml – notice: 2014. Notwithstanding the ProQuest Terms and Conditions, you may use this content in accordance with the associated terms available at https://scholarworks.umass.edu/pare/policies.html
DBID 0-V
3V.
7XB
88B
8FK
ABUWG
AFKRA
ALSLI
AZQEC
BENPR
CCPQU
CJNVE
DWQXO
GNUQQ
M0P
PHGZM
PHGZT
PIMPY
PKEHL
PQEDU
PQEST
PQQKQ
PQUKI
PRINS
Q9U
ERI
GA5
DatabaseName ProQuest Social Sciences Premium Collection【Remote access available】
ProQuest Central (Corporate)
ProQuest Central (purchase pre-March 2016)
Education Database (Alumni Edition)
ProQuest Central (Alumni) (purchase pre-March 2016)
ProQuest Central (Alumni)
ProQuest Central UK/Ireland
Social Science Premium Collection
ProQuest Central Essentials
ProQuest Central
ProQuest One
Education Collection
ProQuest Central Korea
ProQuest Central Student
Education Database
ProQuest Central Premium
ProQuest One Academic (New)
Publicly Available Content Database
ProQuest One Academic Middle East (New)
ProQuest One Education
ProQuest One Academic Eastern Edition (DO NOT USE)
ProQuest One Academic
ProQuest One Academic UKI Edition
ProQuest Central China
ProQuest Central Basic
ERIC
ERIC - Full Text Only (Discovery)
DatabaseTitle Publicly Available Content Database
ProQuest One Education
Social Science Premium Collection
Education Collection
ProQuest Central Student
ProQuest One Academic Middle East (New)
ProQuest Central Basic
ProQuest Education Journals
ProQuest Central Essentials
ProQuest One Academic Eastern Edition
ProQuest Central (Alumni Edition)
ProQuest One Community College
ProQuest Central China
ProQuest Central
ProQuest Social Sciences Premium Collection
ProQuest One Academic UKI Edition
ProQuest Central Korea
ProQuest Central (New)
ProQuest One Academic
ProQuest Education Journals (Alumni Edition)
ProQuest One Academic (New)
ProQuest Central (Alumni)
ERIC
DatabaseTitleList Publicly Available Content Database
ERIC
Database_xml – sequence: 1
  dbid: ERI
  name: ERIC
  url: https://eric.ed.gov/
  sourceTypes: Open Access Repository
– sequence: 2
  dbid: BENPR
  name: ProQuest Central
  url: https://www.proquest.com/central
  sourceTypes: Aggregation Database
DeliveryMethod fulltext_linktorsrc
Discipline Education
EISSN 1531-7714
ERIC EJ1031268
ExternalDocumentID EJ1031268
GroupedDBID -W8
0-V
123
29O
2WC
3V.
5VS
7XB
8FK
AAFWJ
AAHSB
ABUWG
ADBBV
AEGXH
AFKRA
ALMA_UNASSIGNED_HOLDINGS
ALSLI
AZQEC
BCNDV
BENPR
CCPQU
CJNVE
DWQXO
E3Z
EJD
GNUQQ
IPNFZ
KQ8
M0P
OK1
OVT
PHGZM
PHGZT
PIMPY
PKEHL
PQEDU
PQEST
PQQKQ
PQUKI
PRINS
Q9U
QF4
QN7
RIG
RNS
TR2
XSB
ABOPQ
ERI
GA5
PUEGO
ID FETCH-LOGICAL-e120t-6d18f044af306925bb4b3a3b1e28e34f6f8e757438cb3d1c85a4b96ed06cfef03
IEDL.DBID ERI
ISSN 1531-7714
IngestDate Tue Sep 02 19:15:14 EDT 2025
Mon Jun 30 02:22:36 EDT 2025
IsOpenAccess true
IsPeerReviewed true
IsScholarly true
Issue 5
Language English
LinkModel DirectLink
MergedId FETCHMERGED-LOGICAL-e120t-6d18f044af306925bb4b3a3b1e28e34f6f8e757438cb3d1c85a4b96ed06cfef03
Notes ObjectType-Article-1
SourceType-Scholarly Journals-1
ObjectType-Feature-2
content type line 14
OpenAccessLink http://eric.ed.gov/ERICWebPortal/detail?accno=EJ1031268
PQID 2366796243
PQPubID 4582326
PageCount 14
ParticipantIDs eric_primary_EJ1031268
proquest_journals_2366796243
PublicationCentury 2000
PublicationDate 2014-00-00
PublicationDateYYYYMMDD 2014-01-01
PublicationDate_xml – year: 2014
  text: 2014-00-00
PublicationDecade 2010
PublicationPlace College Park
PublicationPlace_xml – name: College Park
PublicationTitle Practical assessment, research & evaluation
PublicationYear 2014
Publisher Practical Assessment, Research and Evaluation, Inc
Center for Educational Assessment
Publisher_xml – name: Practical Assessment, Research and Evaluation, Inc
– name: Center for Educational Assessment
SSID ssj0023322
Score 2.3128335
Snippet Exploratory factor analysis (EFA) methods are used extensively in the field of assessment and evaluation. Due to EFA's widespread use, common methods and...
SourceID eric
proquest
SourceType Open Access Repository
Aggregation Database
StartPage 5
SubjectTerms Comparative Analysis
Computer Software
Correlation
Data
Factor Analysis
Likert Scales
Personality Measures
SummonAdditionalLinks – databaseName: ProQuest Central
  dbid: BENPR
  link: http://utb.summon.serialssolutions.com/2.0.0/link/0/eLvHCXMwfV09T8MwELWgXVgQXxWFgjywWiSx4zgsqLSNqkq0qGqlMkVxct7oZ_j_nBOniIU5kod79t2784sfIU94ZLLQxMAQYWDCKME07iwmlMgirPcxaPtz8vtUjpdisgpXbuB2cLLKJidWibrY5HZG_hxwaUcegeCv2x2zrlH2dtVZaJySNqZgFbZI-200_ZgfWy7OrSvuXyVzk2yrCpJckHNH_Wi_xuqSnMD6yromO4XFNfk8dvgUD-Ge1vq46hqcJpUvDm3eEKHINekMwbUrDrMye6F9OoQvy_ZqTGklBqBJf7CYzW_IMhktBmPmrA8Y-IFXMln4ynhCZAYpfRyEWgvNM659CBRwYaRREIVY_VWueeHnKsyEjiUUnswNGI93SGu9WcMtoZayYRSMJQeiQMLBsR8uJHi5iCINUZd0bHjSbf26RTqaWOeHQKou6TUBS93GPqS_MNz9__menCG3EPW0okda5f4bHrB-l_rRgfQDqLadzA
  priority: 102
  providerName: ProQuest
Title Improving Your Exploratory Factor Analysis for Ordinal Data: A Demonstration Using FACTOR
URI https://www.proquest.com/docview/2366796243
http://eric.ed.gov/ERICWebPortal/detail?accno=EJ1031268
Volume 19
hasFullText 1
inHoldings 1
isFullTextHit
isPrint
link http://utb.summon.serialssolutions.com/2.0.0/link/0/eLvHCXMwjV09T8MwELWgDGVBfFUUSuWBNVISXxyHLbSNqiJaqFqpTFGcnDcKKuH_c85HkZCQWLzZwz2f79352cfYHblMFpgIHUIYHTAKHE07ywEFWUjxPkJtHyc_zeV0DbNNsPkpXfxXUTmz3Ql8qQ7tE8aozXqaPEuI6vKAfNkj8uhBl3X3E37LmtuTtwonySk7aXggj2vgztgBbs9tC-VGbnHBXvfpPieP3PFaLFfdifOkapLD2w9FOBFPviCk7YrjrMzueczH-GapXw0wr5QBPIlHq8Xykq2TyWo0dZo-CA56vls6svCUcQEyQ_w-8gOtQYtMaA99hQKMNArDgKiAyrUovFwFGehIYuHK3KBxRY91tu9bvGLc8jeyjrFMAQpiH4KS40Kim0MYagz7rGfNk37UX12ke7v12aA1WNrs8s_UF9KWoXwQ13_Nu2HHRDGgLloMWKfcfeEthfFSD9nRw2T-vBxW4NH4-KK-AfMVnFU
linkProvider ERIC Clearinghouse on Information & Technology
linkToHtml http://utb.summon.serialssolutions.com/2.0.0/link/0/eLvHCXMwtV07T8MwELZKO8CCeIpCAQ8wRiS24yRICJW2Ud9FVSuVKcSJvdGWNgjxp_iNnPMoYmHrbMnD3Xe-785nfwjdQMiEtvKkAR6WBlMuMwQgy2AuCx3I954U-nHyYMjbU9ad2bMS-i7ewuixyuJMTA_qeBHpHvkdoVy3PAijj8t3Q6tG6dvVQkIjg0VPfn1CybZ-6DTBv7eE-K1Jo23kqgKGtIiZGDy2XGUyFipgyx6xhWCChlRYkriSMsWVKx0bEqsbCRpbkWuHTHhcxiaPlFQmhX13UAVohgdRVHlqDZ_HmxKPUq3C-3dyujjc04zlH6D9nGrieoaNQ1SS8yOt0pxPdByjl01HAUPQr3A2j5deu2M_1eHBxZ8lGLgtHgGY9I7NMAnvcR035ZtmlxmGcDp8gP16YzIan6DpVoxyisrzxVyeIawpIlhBaTLCYiA4FOrvmEszYo4jpFNFp9o8wTL7TSNodbXSBOFuFdUKgwV5IK2DX7ef_798jXbbk0E_6HeGvQu0B7yGZZ2SGionqw95CdwhEVe5wzB63TZGfgB4Ods3
openUrl ctx_ver=Z39.88-2004&ctx_enc=info%3Aofi%2Fenc%3AUTF-8&rfr_id=info%3Asid%2Fsummon.serialssolutions.com&rft_val_fmt=info%3Aofi%2Ffmt%3Akev%3Amtx%3Ajournal&rft.genre=article&rft.atitle=Improving+Your+Exploratory+Factor+Analysis+for+Ordinal+Data%3A+A+Demonstration+Using+FACTOR&rft.jtitle=Practical+assessment%2C+research+%26+evaluation&rft.au=Baglin%2C+James&rft.date=2014&rft.pub=Center+for+Educational+Assessment&rft.issn=1531-7714&rft.eissn=1531-7714&rft.volume=19&rft.issue=5&rft.externalDocID=EJ1031268
thumbnail_l http://covers-cdn.summon.serialssolutions.com/index.aspx?isbn=/lc.gif&issn=1531-7714&client=summon
thumbnail_m http://covers-cdn.summon.serialssolutions.com/index.aspx?isbn=/mc.gif&issn=1531-7714&client=summon
thumbnail_s http://covers-cdn.summon.serialssolutions.com/index.aspx?isbn=/sc.gif&issn=1531-7714&client=summon